Other Actions

You can perform additional actions on items to manage them efficiently.

Edit

You can change details of an existing item in Zoho ERP. Here’s how,

Go to Items on the left sidebar.
Select the item that you wish to edit.
Click the Pencil icon on top of the page.
Make the require changes.
Click Save.

Clone

Cloning helps you create an item quickly without having to enter all the details from scratch. This feature comes in handy when you want to:

Mark item as inactive and create a new one in its place.
Create a new item with properties that are similar to the existing one.

To clone the item,

Go to Items on the left sidebar.
Select the item you wish to clone.
In the Item Details page, click the More dropdown in the top right corner.
Select Clone in the dropdown.
The item details will be pre-filled. Make the necessary changes.
Scroll down and click Save to create a new item.

Mark Item as Inactive

If you wish to delete an item but you have a lot of transactions associated with it which makes it impossible to do so, you can opt to deactivate the item instead. Once you mark an item as Inactive in Zoho ERP, you’ll no longer be able to add it to your new transactions.

To mark the item as inactive,

Go to Items on the left sidebar.
Open the item you want to mark as inactive.
In the Item Details page, click the More dropdown in the top right corner.
Select Mark as Inactive from the dropdown. The item becomes inactive.

Delete

If you are no longer using an item in your organization, you might want to delete it. However, if you have recorded any sales or purchase transactions for that item, you need to delete them first.

To delete the item,

Prerequisite: Delete all the transactions associated with the item.

Go to Items on the left sidebar.
Select the item you wish to delete.
In the Item Details page, click the More dropdown in the top right corner.
Select Delete in the dropdown.
Confirm your action by clicking Delete again in the pop-up.

Delete Items in Bulk

You can also delete multiple items at once in Zoho ERP. To bulk delete,

Go to Items on the left sidebar.
In the items list view, select the items that you wish to delete.
Click the More icon on the top of the page.
Select Delete from the dropdown.
The selected items will be deleted, provided they do not have any transactions associated with them.

Adjust Stock

You can update the item’s stock quantity to reflect current inventory levels in your Zoho ERP organization. To adjust the quantity or adjust value of an item in Zoho ERP,

Go to Items on the left sidebar.
Select the item you wish to adjust the stock.
Click Adjust Stock in the top right corner.
Select whether you want to make a Quantity or a Value Adjustment.
Select the Date and Account for the adjustment, and add a Reference Number if needed.
Choose the Warehouse/Location where the adjustment should reflect.
If it’s a Quantity Adjustment, enter either the New Quantity on Hand or the Quantity Adjusted.
If it’s a Value Adjustment, enter the Current Value and the Adjusted Value.
Select the Reason for the adjustment in the dropdown.
If you have enabled Advance Inventory Tracking for the item, enter the serial numbers and batches to be selected.
Click Save as Draft to hold it for review or Convert to Adjusted to apply it immediately.

Note: You can also adjust stocks for an item in the Inventory Adjustments module.

Lock Items

Lock the item to secure it from unintended edits. Once locked, all item details become read-only, allowing you to preserve the accuracy of your inventory records.

Prerequisite: You must first create a record lock, to lock an item.

To lock an item,

Go to Items on the left sidebar.
Click the item you wish to lock.
Click the More dropdown in the top right corner of the item details page.
Select Lock Item.
Choose the Lock Configuration and enter the Reason for Locking.
Once done, click Lock.

Share a hosted payment page for a specific item from its details page, or combine multiple items onto a single page and share it through one link. Customers can browse the listed items and complete their purchase directly from the hosted page.

Note:

A payment gateway must be configured before you can generate a hosted payment page URL.
Hosted payment page links can be generated only for non-inventory items.

You can share a hosted payment page for a specific item directly from that item’s details page. The generated page is dedicated to that item alone.

To share the hosted payment page for a single item:

Go to Items on the left sidebar.
Select the item for which you want to share a hosted payment page.
Click Share Hosted Payment Page.
Select the Template from the dropdown to choose the layout for the hosted payment page.
Select Invoice or Sales Receipt as the Transaction type from the dropdown.
Choose how to share the hosted payment page using one of the following tabs.

Mode	Steps
URL	Navigate to the URL tab. Click Generate Now to create the URL. Click Copy to copy the link and share it with your customers so they can access the item’s hosted payment page directly.
QR Code	Navigate to the QR Code tab. Click Generate QR Code to create the QR code image and share it with your customers. Customers can scan the code to reach the hosted payment page.
Embedded iframe	Navigate to the Embedded iframe tab. Click Generate Now to create the embed code and paste it into your website to display the hosted payment page as an inline frame.
HTML Button	Navigate to the HTML Button tab. Enter a label for the button in the Button Label field. Click Generate Now to create the button code and add it to your website. Clicking the button redirects customers to the hosted payment page.

Once shared, customers can access the item through the selected channel and complete their purchase seamlessly.

You can also share multiple items together on a single hosted payment page. Click the More icon at the top right of the Items list page and select Share Hosted Payment Page, then add the items you want to include so customers can choose which one to purchase. You can also mark certain items as Mandatory to make it a required selection for customers on the hosted page.

Export Items

Export enables you to download your item details from the system for reporting, sharing, or backup purposes. You can export the following in CSV, XLS, or XLSX format,

Items – Export all items from your organization. You can export either all the items or select a specified date range to export the items.
Replenishments – Export replenishment details.
Opening Stock – Export opening stock details for items. You can export either all items or composite items.
Current View – Export the items currently displayed in your list view page.

To export the above details,

Go to Items on the left sidebar.
Click on the More icon on the top-right corner of the page.
Select Export from the dropdown.
Select the required export action: Export Items, Export Replenishments, Export Opening Stock, Export Current View.
Select either of the options:
- All Items - Export all the data from your organization.
- Specific Period - Select a custom date range and export the data created within this date range.
Select the Decimal Format to define the number of digits after the decimal for quantities and prices in the export.
Select the File Format(CSV, XLS, XLSX) in which you want to download your export file.
Select and edit field names you wish to export from Zoho ERP.
You can protect the export file by setting a password in File Protection Password. It must be at least 12 characters long and include an uppercase letter, lowercase letter, number, and special character.
Click Save and Select.
If the export contains personal information, enable Include Sensitive Personally Identifiable Information (PII) while exporting.
Click Export. The file will be downloaded to your device.
Note:If you export item, enable any additional fields, such as Batch Numbers and Serial Numbers, that you want to include in the export.