Zoho Inventory Automation: Implementing Reorder Point Triggers for Custom Actions

Implementing Reorder Point Triggers for Custom Actions in Zoho Inventory

Welcome to our guide on how to trigger custom actions in Zoho Inventory when stock on hand reaches an item's reorder point. This guide addresses the common requirement of automating purchase order creation based on the reorder point and introduces various approaches to achieving this goal using Zoho Inventory's capabilities.

Understanding the Requirement: Users seek to automate the creation of purchase orders when the stock on hand for an item reaches its reorder point. Additionally, the quantity of items to be ordered should be determined by a custom field called Refill QTY associated with each item.

Available Solutions:

Email Parsing Solution:

• Utilize Zoho Inventory's built-in reorder point notification email feature.
• Configure the email to trigger a parsing solution that can automate further actions, such as creating purchase orders.
• While functional, this approach may involve some degree of complexity and external integration.

Scheduled Workflow:

• Implement a scheduled workflow that periodically checks the stock levels of items against their reorder points.
• When an item's stock falls below its reorder point, automatically create a purchase order with the desired refill quantity.
• This method provides a straightforward automation solution within Zoho Inventory.

Trigger based on Sales Order or Invoice Status:

• Set up a trigger based on the creation or status change of sales orders or invoices.
• Check the items listed in these documents against their reorder points.
• Automate the creation of purchase orders for items that fall below their reorder points.
• This approach ensures that purchase orders are generated based on actual sales activity.

User Feedback and Implementation:

• A user implemented the scheduled workflow approach and found it effective for their needs.
• Another user expressed interest in exploring the email parsing solution and planned to test it in a demo account.

Conclusion: Automating the creation of purchase orders based on reorder points is a valuable feature for efficient inventory management. Zoho Inventory offers multiple approaches to achieve this automation, allowing users to choose the method that best fits their workflow and technical capabilities.

Next Steps:

• Users can explore the suggested methods and determine the most suitable approach for their requirements.
• Experiment with the email parsing solution in a demo environment to assess its feasibility and effectiveness.