Join The Community Sign Up For Club Zenatta

Article Read Time:

3 Min

Stay Connected

The CRM Zen Show Episode 265 – Even More Instanter Messaging

Zoho News


Misc Updates

Desk News

Implementation of the Week

  • Custom Bill of Materials Implementation for Zoho Inventory via Custom Modules
    • In this implementation, our goal was to build out a system for managing product processes based on Bill of Materials data for items in Zoho Inventory
    • To kick off this process, Finished Good Items are added to Purchase Orders associated with a Vendor to Identify it is an internally manufactured Product
    • When the Purchase Order is marked as Issued, a custom function triggers to generate an Inventory Adjustment, decreasing stock from raw material items into the relevant Finished Goods
    • In parallel, a Purchase Receive is generated for that batch of manufactured products. This Receive can be marked as Received once that batch is finished in the manufacturing process
    • To create our Bill of Materials (mapping data of which raw materials are used to make which finished goods) we used Zoho Inventory custom modules. These modules are referenced in our function to generate the Inventory Adjustment records

Code Share of the Week

  • Create a CRM Sales Order based on WooCommerce Order Data
    • This snippet will take the payload from a WooCommerce API call or webhook and create a CRM Sales Order. This snippet assumes that products are already synced between CRM and WooCommerce and can be uniquely identified by the product’s SKU. 

This Week’s Read

New On Zenatta

Tips and Tricks

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.