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Automate Sales Order Weight Calculation in Zoho Inventory: Streamline Shipping Processes
Streamlining Sales Order Weight Calculation in Zoho Inventory
Efficiently calculating the total item weight for sales orders is essential for accurate shipping and logistics management. In this resource, we'll explore how to automate this process using custom functions in Zoho Inventory.
Question: How can I automate the calculation of total item weight for sales orders in Zoho Inventory?
Answer: You can automate the calculation of total item weight for sales orders in Zoho Inventory by following these steps:
Preparation:
- Ensure you have a custom field called "Weight" under the items module in Zoho Inventory. This field must be enabled for use in sales transactions.
- Create a custom field named "Weight" under Sales Orders and Packages modules.
Setup Custom Function:
- Log in to your Zoho account and navigate to Zoho Inventory.
- Go to Settings and select Automation.
- Click on +New Workflow Rule and choose Custom Functions from the drop-down menu.
- Provide a name for the workflow rule and select "Sales Orders" as the module.
- Set the trigger to "when a Sales Order is created."
- Copy and paste the provided Deluge code snippet into the code editor, replacing the placeholder with your Auth Token.
- Save the custom function.
Execution:
- Whenever a sales order is created, the custom function will automatically calculate the total item weight based on the individual item weights and update the corresponding package.
Note:
- This custom function currently supports single-package sales orders only. For multiple-package orders, the total weight will be displayed for each package, not per package.
Benefits:
- Automates the tedious task of manually calculating total item weight for sales orders.
- Ensures accurate weight calculation, reducing errors in shipping and logistics.
- Streamlines the shipping process by providing essential weight information for carriers.
Conclusion: By implementing this custom function in Zoho Inventory, businesses can automate the calculation of total item weight for sales orders, thereby improving efficiency and accuracy in shipping operations. This solution simplifies the process for users and enhances overall workflow management within the inventory system.
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