Reference

Create Bill

Records a bill in Zoho Inventory when you receive goods or services from a vendor on credit, helping you track payables and manage cash flow. This ensures accurate accounting records of amounts owed to suppliers.

List Bills

Retrieve all bills for your organization to track vendor payments and expenses. Use this to monitor outstanding bills, reconcile accounts payable, or generate reports on spending.

Create Contact

Add a new customer or vendor to your Zoho Inventory system so you can manage orders, purchases, and communications with your business contacts all in one place.

List Contacts

Retrieve all your customers and vendors from Zoho Inventory to view your complete contact database and manage business relationships. This helps you quickly access contact information for invoicing, ordering, and communication purposes.

Create Contact Person

Add a new contact person to an existing customer or vendor record in Zoho Inventory so you can manage multiple points of contact for each business relationship.

Deactivate Contact

Mark a contact as inactive in your Zoho Inventory system while preserving their historical records and transaction data. This allows you to stop working with a contact without losing important business history.

Delete Contact

Remove a contact from your Zoho Inventory system when they're no longer needed, keeping your contact database clean and up-to-date.

Delete Contact Person

Removes a contact person from your Zoho Inventory organization when they are no longer needed or associated with your business.

Email Contact

Send a custom email directly to a contact in your Zoho Inventory system without leaving your workflow. This allows you to communicate with customers, vendors, or team members while keeping correspondence tied to your contact records.

Email Contact Statement

Sends a statement of all transactions for a specific contact directly to their email address, helping you keep customers and vendors informed about their account activity.

Get Contact

Retrieve detailed information about a specific customer or vendor contact from your Zoho Inventory system using their contact ID. Use this when you need to access contact details for billing, communication, or business relationship management.

Get Contact Address

Retrieve the complete address details for a specific contact in your Zoho Inventory system. This is useful when you need to verify shipping, billing, or mailing information for customers, vendors, or other business contacts.

Add Credit Note Comment

Add notes or comments to a credit note to document important details, explanations, or internal communications related to returns or refunds.

Create Credit Note

Issues a credit note to customers in your Zoho Inventory account for returns, refunds, or billing adjustments, helping you maintain accurate financial records and customer accounts.

Email Credit Note

Send a credit note to customers via email automatically, allowing you to communicate refunds or account adjustments directly to their inbox.

Get Credit Note

Retrieve detailed information about a specific credit note including amounts, dates, and line items to review customer returns or adjustments.

Get Credit Note Email Content

Retrieve the formatted email content for a credit note, including the subject line, body text, recipient list, and available email templates before sending it out to customers.

List Credit Notes

Retrieve all credit notes issued by your business with filtering options to find specific credits by status, customer, or date. This helps you track refunds and customer credits at a glance.

Bulk Email Invoices

Send multiple invoices to a customer via email in one action, with each invoice delivered as an individual email message. This streamlines your billing workflow when you need to communicate multiple charges to the same customer at once.

Create Invoice

Generate a new invoice in Zoho Inventory to bill customers for products or services delivered. This operation automatically records the transaction and creates a document for payment collection.

Add Invoice Attachment

Upload files to invoices to include supporting documentation like receipts, contracts, or delivery confirmations directly within your invoice records. This keeps all transaction-related documents organized in one place for easy reference and auditing.

Add Invoice Comment

Attach notes or updates directly to invoices in Zoho Inventory so you can track communication history, document changes, or leave reminders without cluttering your email.

Apply Credits To Invoices

Apply available credits from a credit note to settle outstanding invoice balances. This helps you offset customer payments and reduce the amount owed.

Bulk Export Invoices

Download multiple invoices as a single PDF file for easy archiving, backup, or sharing with stakeholders. This is useful when you need to compile several invoices into one document without downloading them individually.

Bulk Print Invoices

Generate a single PDF file containing multiple invoices for efficient printing or record-keeping purposes. This helps you quickly compile and distribute multiple customer invoices without processing them individually.

Cancel Invoice Write Off

Reverses a previously applied write-off on an invoice, restoring the original invoice amount to your accounting records. Use this when you need to undo a write-off that was incorrectly applied or circumstances have changed.

Delete Invoice

Remove an invoice from your accounting records when it's no longer needed, such as when it was created in error or the transaction was cancelled before any payments were recorded.

Delete Invoice Attachment

Removes files or documents that have been attached to an invoice in Zoho Inventory, helping you keep your invoice records clean and organized.

Delete Invoice Comment

Remove unwanted or outdated comments from your invoices to keep your records clean and organized. This helps maintain accurate communication history and prevents confusion about invoice details.

Email Invoice

Send invoices directly to your customers via email with optional attachments, helping you get paid faster and maintain professional communication.

Enable Invoice Payment Reminder

Activates automatic payment reminders for a specific invoice to help ensure customers pay on time without requiring manual follow-ups.

Create Item Group

Organize related products into groups in Zoho Inventory to streamline inventory management and simplify bulk operations on items that share common characteristics.

Deactivate Item Group

Mark an item group as inactive in Zoho Inventory to temporarily disable a product category and its items without deleting your historical data. This preserves your records while preventing the items from being used in new transactions.

Delete Item Group

Removes an item group from your inventory system when it's no longer needed, helping you keep your product catalog organized and up-to-date.

Create Item

Add a new product or service to your Zoho Inventory catalog with details like name, SKU, and pricing. Use this to expand your inventory offerings and keep your product catalog up-to-date.

Deactivate Item

Mark a product or item as inactive in your inventory system while preserving all historical data and records associated with it. This is useful when you want to stop selling an item without losing its transaction history or information.

Delete Composite Item

Removes a composite item (bundle or kit) from your inventory system so it's no longer available for sale. Use this when you need to discontinue a bundled product offering.

Delete Item

Remove inventory items from your system when they're no longer needed or sold. This helps keep your product catalog clean and accurate.

Delete Item Image

Removes an image from an inventory item when it's no longer needed or should be replaced with a different visual. Helps keep your product catalog clean and organized by removing outdated or incorrect images.

Bulk Print Packages

Generate a consolidated PDF containing multiple package slips in a single file for efficient printing or record-keeping. This saves time by allowing you to print or archive several shipments at once instead of handling them individually.

Create Package

Create a package in Zoho Inventory to bundle items from a sales order and prepare them for shipment. This helps you organize inventory and track what's ready to send to customers.

Delete Package

Remove a package that you've created for a sales order, allowing you to clean up obsolete or incorrectly configured packages in your inventory system.

Create Customer Payment

Records a payment received from a customer and applies it against their outstanding invoices in your inventory system. This keeps your accounts receivable up-to-date and reconciles customer payments with their billing records.

Disable Payment Reminder

Stop automatic payment reminders from being sent for a specific invoice, useful when you've already received payment or made alternative payment arrangements with a customer.

Create Purchase Order

Streamline vendor ordering by creating purchase orders directly in Zoho Inventory, ensuring accurate tracking of incoming inventory and maintaining organized supplier relationships.

Create Sales Order

Records a customer's product order in your inventory system so you can track what's been sold and manage fulfillment before creating an invoice. This helps you maintain accurate stock levels and prepare for shipping.

Bulk Delete Sales Orders

Removes multiple sales orders from your inventory system in a single action, helping you clean up canceled, duplicate, or erroneous orders quickly.

Delete Sales Order

Permanently removes a sales order from your inventory system when it's no longer needed or was created in error. This helps keep your sales records clean and accurate.

Get Sales Order

Retrieve detailed information about a specific sales order, including customer details, line items, shipping information, and current order status. Use this to access complete order data whenever you need to review, track, or act on sales transactions.

Get Current User

Retrieves the profile information and account details of the currently authenticated user in Zoho Inventory, allowing you to verify who is accessing your account and what permissions they have.

List Currencies

Tool to list all currencies configured in Zoho Inventory.

List Invoice Payments

Tool to list all payments received for a specific invoice.

List Invoices

Tool to list all invoices in Zoho Inventory.

List Item Groups

Tool to list all item groups in Zoho Inventory.

List Items

Tool to list all items in Zoho Inventory.

List Organizations

Tool to list all organizations the user has access to in Zoho Inventory.

List Purchase Orders

Tool to list purchase orders.

List Sales Orders

Tool to list sales orders.