Efficient Invoicing in Zoho Inventory: A Detailed Guide on Invoicing Only Shipped Items and Exploring Potential Workarounds

Invoicing Only Shipped Items in Zoho Inventory: Solutions and Workarounds

The provided Zoho community thread discusses the challenge of generating invoices based solely on shipped items in Zoho Inventory. Here's a summary:

Problem:

• Users need to create partial invoices reflecting only shipped items from large sales orders (600-1000 lines).
• The current "Convert to Invoice" option includes all items, requiring manual removal of unshipped ones.

Solutions:

1. Custom Button and Workflow:

• Create a custom button on the sales order to trigger a workflow.
• The workflow identifies shipped items and automatically generates an invoice for them.
• This solution requires scripting expertise or the assistance of a Zoho partner.

2. Package or Shipment Triggers with Zoho Flow:

• Use Zoho Flow to automate actions based on package creation or shipment creation.
• While Zoho Flow doesn't directly trigger Zoho Inventory workflows, potential workarounds might exist through custom programming.

3. Zoho Support:

• Zoho acknowledges the limitation and suggests a custom button solution.
• Their support team can offer further guidance and potentially explore custom development options.

4. Future Feature:

• Zoho mentions the possibility of developing a native feature for invoicing only shipped items.

Workarounds:

• Use filters and manual selection to create invoices for shipped items, though tedious for large orders.
• Explore third-party integrations offering invoice customization functionalities.

Considerations:

• The best solution depends on your technical expertise, subscription plan, and desired level of automation.
• If dealing with hundreds of lines per order, automation is highly recommended.

I hope this summary helps! Feel free to ask if you have questions about specific solutions or require further assistance in implementing them.