Zoho Inventory: Automating Invoice Template Association for Zoho Commerce Orders

Automating Invoice Template Association for Zoho Commerce Orders

Welcome to the discussion on automating the association of invoice templates for Zoho Commerce orders within Zoho Inventory/Books. In this guide, we'll address Carmelina's query regarding automatically associating a specific invoice template with all Zoho Commerce sales channel orders and explore the recent updates and solutions provided by Zoho Inventory.

Understanding the Query: Carmelina seeks a method to automatically link a particular invoice template with all Zoho Commerce sales channel orders, eliminating the need for manual selection each time. Despite existing customization options, Carmelina requires a more streamlined approach to template association.

Initial Responses:

• Vasudevan M initially suggests customizing invoice templates within Zoho Inventory but acknowledges the limitations in automatically associating templates with Zoho Commerce orders.
• Carmelina clarifies her query, emphasizing the need for an automated solution without manual intervention.
• Vasudevan M explores alternative solutions and promises updates on potential custom functions to achieve the desired functionality.

Recent Updates:

• Akshaya G announces the introduction of a new feature allowing the linkage of an invoice template to Zoho Commerce orders via a custom button. This functionality enables seamless updates within Zoho Inventory, offering flexibility in selecting and updating multiple invoices simultaneously.
• Joel Mellon inquires about directly accessing the information instead of relying on support for implementation.

Conclusion: The introduction of the custom button feature provides a practical solution to Carmelina's query, enabling the automatic association of invoice templates with Zoho Commerce orders. This enhancement streamlines invoice management processes, improving efficiency and user experience.

Next Steps: Users interested in implementing this feature are encouraged to reach out to Zoho Inventory support for assistance in configuring and utilizing the custom button functionality. Additionally, staying informed about future updates and enhancements from Zoho Inventory ensures continued optimization of inventory and sales management processes.