## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/es-mx/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Bin Locations

**Note:** This feature is available in the Premium plan (2,000 bins/warehouse) and Enterprise plan (5,000 bins/warehouse). It is also available under Advanced Warehouse Operations add-on if you want more bins or want to add bin locations to other plans.

Bin locations are the smallest space in which goods are stored within a warehouse. This feature helps optimize warehouse operations by creating an effective tracking and labelling system. Bin locations make it easier to locate items quickly and efficiently within a warehouse. This feature can help you create multiple levels of storages and track the items to the smallest unit space of your storage.

**Scenario:** Patricia runs a business and wants to optimize her warehouse space to ensure accurate inventory counts, and ease the picking processes. She enables bin locations and adds the items to the respective bin locations in Zoho Inventory. Now, every time the staff creates a transaction, they can easily track the bin and the warehouse in which the items are available. This helps her staff quickly locate specific items for timely order fulfilment, enhancing overall operational efficiency.

### Enable Bin Locations

**Note:** If Batch Number Tracking and Serial Number Tracking options are enabled, ensure Inventory Tracking Preference is set to Packages, Purchase Receives, and Return Receipts and Mandate serial number or batch tracking in transactions option is enabled.

Let’s take a look at how you can enable bin locations in Zoho Inventory, so you never miss out on where to find goods in your warehouse.

*   Click the **Gear** icon in the top right corner.
*   Navigate to **Warehouses** under _Organizations_ in Settings.
*   Click the **Gear** icon in the warehouse that you’d like to enable bin locations.
*   Click **Enable Bin Locations**.

![Enable Bin Locations](/inventory/help/images/bin-locations/enable-bin-location1.png)

*   Click **Enable** in the pop up that appears.

![Enable Bin Locations](/inventory/help/images/bin-locations/enable-bin-location2.png)

**Note:** Bin locations can’t be enabled for warehouses with existing transactions. Create a new warehouse to enable bin locations. you can write to [support@zohoinventory.com](mailto:support@zohoinventory.com) with your organisation details and we will help you enable it.

* * *

### Zones

Zone location is an area or a room within a warehouse that contains multiple bins. For example, in a warehouse with a designated area for heavy machinery parts, the zone for these items might be “Machinery Parts Area” and within that area, each bin might represent a specific type of machinery part.

### Create Bin Locations

Once you have enabled bin locations, you can start creating bins in your warehouse and start storing your goods in its designated bin locations. Here’s how you can create bin locations:

*   Click the **Gear** icon in the top right corner.
*   Navigate to **Warehouses** under _Organizations_ in Settings.
*   Click **Total Zones** in the warehouse you’d like to create bins.

![Create Bin Locations](/inventory/help/images/bin-locations/create-bin-locations1.png)

*   Click **\+ New** in the top right corner.

Field

Description

Level

This specifies the levels within the storage area. For example: “Level 1” might represent a shelf in the bin location.

Location

It is the area within the warehouse where the bin location is placed. For example: Aisle, section, bay, etc.

Delimeter

This defines the character or symbol that separates components of the bin location code, such as the hyphen (-) in A-01.

Alias Name

This field lets you assign an alternative, user-friendly name to the bin location for easier reference.

Total

This field indicates the total number of bin locations.

*   Click **Save** after filling all the necessary details.

![Create Bin Locations](/inventory/help/images/bin-locations/create-bin-locations2.png)

### Disable Bin Locations

*   Click the **Gear** icon in the top right corner.
*   Navigate to **Warehouses** under _Organizations_ in Settings.
*   Click the **Gear** icon right next to **Edit**.
*   Click **Disable Bin Locations**.

![Disable Bin Locations](/inventory/help/images/bin-locations/disable-bin-locations.png)

### Edit Bin Locations

This function allows you to update and manage the specific zones within a warehouse where bins are located. Here’s how you can do it:

*   Click the **Gear** icon in the top right corner.
*   Navigate to **Warehouses** under _Organizations_\*.\*
*   Click **Total Zones** on the warehouse.

![Edit Bin Locations](/inventory/help/images/bin-locations/edit-bin-locations1.png)

*   Hover over the _Zone_ you would like to edit, click the **Edit** icon in the right corner.

![Edit Bin Locations](/inventory/help/images/bin-locations/edit-bin-locations2.png)

*   Click **Save** once you’ve made the necessary changes.

### Delete Bin Locations

**Warning:** Once you start associating a bin locations to transactions, you won’t be able to edit, disable or delete bin locations.

You can remove specific bins within a warehouse that are no longer needed, ensuring the inventory system remains up-to-date. Here’s how you can delete bin locations:

*   Click the **Gear** icon in the top right corner.
*   Navigate to **Warehouses** under _Organizations_.
*   Click **Total Zone** on the warehouse.
*   Hover over the _Zone_ you would like to delete.
*   Click the **Trash** icon on the right corner.

![Edit Bin Locations](/inventory/help/images/bin-locations/delete-bin-locations.png)

*   Click **Delete** on the pop-up to confirm.

* * *

# Bin Locations in Inventory

Including bin locations in inventory transactions like picklists, move orders and transfer orders helps improve inventory accuracy, streamline the movement of goods, make tracking and retrieving items easier, optimising warehouse space.

**Note:** You can use the Bin Location feature on both Android and iOS devices.

### Track Bin Locations for Opening Stocks (Items, Compostite Items)

Here’s how you can enable bin location to an item:

*   Go to the **Items**/**Composite Items** module in the left sidebar under _Inventory_.
*   Click the **\+ New** on the top right corner of the page.
*   Enter the necessary details.
*   Select the box **Track Inventory for this item**.
*   Select **Track bin location for this item** option to start tracking bin locations for this item.

![Track Bin Locations for Opening Stocks](/inventory/help/images/bin-locations/track-bin-locations-for-items.png)

*   Choose a method for **Advanced Inventory Tracking**. You can select Track Serial Number or Track Batches. If you don’t want to track, you can select None.
    
*   Select an account to track the inventory for your item.
    
*   Select **Track Serial Number** or **Track Batches**.
    
*   Select a **Warehouse** from the dropdown.
    
*   Once you enter the **Opening Stock**, you will see a **Three Dot** icon appear. Click the **Three Dot** icon and enter the necessary details.
    
    ![Track Bin Locations for Opening Stocks](/inventory/help/images/bin-locations/track-bin-locations-for-items-2.png)
*   Click **Save** to confirm.
    

### Bundling

Bundling is the process of putting together different components in desired quantities to produce a single commodity. Here’s how you can create a bundle for bin locations items:

*   Go to **Composite Items** module in the left sidebar under _Inventory_.
    
*   Click the preferred composite item that you’d like to bundle.
    
*   Click **Create Bundle** button in the top right corner.
    
*   Enter the Bundling#, Bundling Date, Quantity to Bundle and the warehouse within which you’d like to create the bundles for this composite item.
    
*   If you have enabled serial or batch number tracking for your composite item, you’ll be able to enter the serial or batch numbers for the bundle quantity.
    
    *   Click **Add Serial Number** or **Add Batches & Bins** option below the Quantity to Bundle.
    *   Add the serial numbers or the batch details for the bundling quantity in the following pop-up.
    *   Click **Save**.
    *   Select the items you would like to bundle.
*   If you have enabled batch number tracking for the item, follow these steps:
    
    *   Click **Select Batches & Bins** in the line item.
    
    ![Enable Bin Locations for Opening Stocks](/inventory/help/images/bin-locations/bundling1.png)
    *   Enter **Batch Reference** number.
    *   Select the **Bin Location**, you can add multiple bin locations by clicking **\+ New Row**.
    *   Enter the **Quantity Out.**
    *   You can add another batch by clicking **\+ Select another batch**.
    *   Click **Save**.
*   If you select items that have enabled serial number tracking for this item, follow these steps:
    
    *   Click **Add Serial Numbers** in the live item level.
    
    ![Enable Bin Locations for Opening Stocks](/inventory/help/images/bin-locations/bundling2.png)
    *   Enable **Barcode Scanning** if you want to scan the serial numbers.
    *   Click the dropdown and select or type the items.
    *   Click **Save**.
*   If you have selected none in the advanced inventory tracking for the item, follow these steps:
    
    *   Click **Select Bins** in the line item.
    
    ![Enable Bin Locations for Opening Stocks](/inventory/help/images/bin-locations/bundling3.png)
    *   Select the **Bin Location**, you can add multiple by clicking **\+ New Row.**
    *   Enter the **Quantity** you’d like to add.
    *   Click **Save**
*   Click **Save Bundle**.
    

### Inventory Adjustments

#### Quantity Adjustments

A quantity adjustment fixes differences between recorded and actual stock caused by issues like theft, damage, errors, write-offs, or donations. In Zoho Inventory, you can record these adjustments for all types of tracked items.

**Note:** You can only adjust stock for inventory-tracked items.

*   Go to the **Inventory Adjustments** module under _Inventory_ from the left sidebar.
    
*   Click the **\+ New** button on the top right corner of the page.
    
*   In the New Adjustment page, select Quantity Adjustment as your mode of adjustment.
    
*   Enter the necessary details.
    
*   Select the item and enter the New Quantity on Hand. (For e.g., +10,-10)
    
*   If you have enabled batch number tracking for the item, follow these steps:
    
    *   Click **Add Batches & Bins** in the line item.
    
    ![Inventory Adjustments](/inventory/help/images/bin-locations/inventory_adjustments1.png)
    *   Enter **Batch Reference** and **Manufacturer**.
    *   Select **Manufactured Date** and **Expiry Date**.
    *   Select the **Bins** and **Quantity IN**. You can add multiple by clicking **\+ New Row**.
    *   You can add another batch by clicking **\+ Select another batch**.
    *   Click **Save**.
*   If you select items that have enabled serial number tracking for this item, follow these steps:
    
    *   Click **Add Serial Numbers**
    
    ![Inventory Adjustments](/inventory/help/images/bin-locations/inventory_adjustments2.png)
    *   Select the **Bins** from the dropdown. You can add multiple bins by clicking **\+ New Row.**
    *   Enter the **Serial Numbers** of all the items you want to add.
    *   Click **Save.**
*   If you have selected none in the advanced inventory tracking for the item, follow these steps:
    
    *   Click **Select Bins**
    
    ![Inventory Adjustments](/inventory/help/images/bin-locations/inventory_adjustments2.png)
    *   Select the **Bin Location**. You can add multiple by clicking **\+ New Row.**
    *   Enter the Quantity you’d like to add.
    *   Click **Save**
*   Click **Save as Draft** or **Save as Open**.
    

### Transfer Orders

You can transfer items between bin locations to a different warehouse or a location that uses a designated bin location. Here’s how to do it:

*   Go to the **Transfer Orders** module in the left sidebar under _Inventory._
    
*   Click **\+ New** in the top right corner.
    
*   Your **Transfer Order#** will be auto-generated, you can click the **Gear** icon to change the preference.
    
*   Enter the **Date** of the transfer order.
    
*   Choose a **Source Warehouse** and **Destination Warehouse** from the dropdown.
    
    ![Transfer Orders](/inventory/help/images/bin-locations/transfer-orders-1.png)
*   Select the items you want to transfer from the bin location.
    
*   If you have enabled batch number tracking for the item, follow these steps to create a transfer order between one warehouse with Bin Locations enabled and one without bin locations:
    
    *   Click **Select Batches & Bins** in the line item.
    
    ![Transfer Orders](/inventory/help/images/bin-locations/transfer-orders-2.png)
    
    *   Enter the **Source Batch Reference** number from the dropdown and enter the **Destination Batch Reference** number.
    
    ![Vendor Credits](/inventory/help/images/bin-locations/transfer-orders-3.png)
    *   Enter the **Quantity Out.**
    *   Select the **Destination Bins** from the dropdown menu and enter the **Quantity IN**. You can add more bins by clicking **\+ New Row**.
    *   Click **\+ Select Another Batch** to add more batches.
    *   Click **Save**.
*   If you have enabled batch number tracking for the item, follow these steps to create a transfer order between a warehouse with Bin Locations enabled on both the warehouse:
    
    *   Click **Select Source Batches & Bins** in the line item.
    
    ![Transfer Orders](/inventory/help/images/bin-locations/transfer-orders-11.png)
    
    *   Enter the **Source Batch Reference number** from the dropdown.
    *   Select the **Source Bins** from the dropdown and enter the **Quantity Out**. You can add more bins by clicking **\+ New Row**.
    *   You can create more batches by clicking **\+ Select another batch**.
    *   Click **Save**.
    *   Click **Add Destination Batches & Bins**.
    
    ![Transfer Orders](/inventory/help/images/bin-locations/transfer-orders-11.png)
    *   Enter the **Destination Batch Reference** number.
    *   Select the Destination Bins from the dropdown and enter the **Quantity In**. You can add more bins by clicking **\+ New Row**.
    *   Click Save.
*   If you have enabled serial number tracking for the item, follow these steps:
    
    *   Click **Select Source Serial Numbers and Bins** in the line item.
    
    ![Transfer Orders](/inventory/help/images/bin-locations/transfer-orders-4.png)
    *   In the pop-up that appears, Click or Type to select the serial numbers from the dropdown and select the Bins.
    *   Click **Save**.
*   If you have selected none in the advanced inventory tracking for the item, follow these steps to create a transfer order between one warehouse with Bin Locations enabled and one without:
    
    *   Click **Select Destination Bins** in the line item.
    
    ![Transfer Orders](/inventory/help/images/bin-locations/transfer-orders-8.png)
    
    *   Select the **Bin Location** from the dropdown and enter the **Quantity**.
    
    ![Vendor Credits](/inventory/help/images/bin-locations/transfer-orders-9.png)
    
    *   You can also add more bins by clicking **\+ New Row.**
    *   Click **Save.**
    
    To create a transfer order between a warehouse with Bin Locations enabled on both the warehouse, follow these steps:
    
    *   Click **Select Source Bins** in the line item.
    
    ![Vendor Credits](/inventory/help/images/bin-locations/transfer-orders-13.png)
    
    *   In the following pop-up, select the Bin Location from the dropdown and enter the **Quantity**. You can add more bins by clicking **\+ New Row**.
    *   Click **Save**.
    *   Click **Select Destination Bins** in the line item.
    
    ![Vendor Credits](/inventory/help/images/bin-locations/transfer-orders-14.png)
    *   In the following pop-up, select the **Bin Location** from the dropdown and enter the **Quantity**. You can add more bins by clicking + New Row.
    *   Click **Save**.
*   Click **Initiate Transfer** to finish. You can also click the arrow to **Save and Submit** or **Mark as Transferred.**
    
    ![Vendor Credits](/inventory/help/images/bin-locations/transfer-orders-10.png)

### Move Orders

Move Orders are created to transfer inventory within or between facilities. They optimize stock levels, prevent stock outs, and reduce excess inventory, ensuring efficient operations. Understanding Move Orders is key to effective inventory management. Here’s how you can create a move order:

*   Navigate to the **Move Orders** module in the left sidebar under _Inventory_.
    
*   Click **\+ New** in the top right corner
    
*   Your **Move Order#** is auto-generated, you can click the Gear icon and enter it manually
    
*   Enter the **Date** when you want the move order to take place.
    
*   Choose the **Warehouse Name** from the dropdown
    
*   Select the items you wish to move within your organisation
    
*   If you have enabled batch number tracking for the item, follow these steps:
    
    *   Click **Select Source Batches & Bins** in the line item.
    
    ![Move Orders](/inventory/help/images/bin-locations/move-orders-1.png)
    
    *   Select the source batch reference number from the dropdown.
    *   Select **Source Bins** and Enter the **Quantity Out**, you can add more bins by clicking **\+ New Row**.
    *   You can add another batch by clicking **\+ Select another batch**.
    *   Click **Save**.
    *   Click **Add destination batches & bins**,
    
    ![Move Orders](/inventory/help/images/bin-locations/move-orders-2.png)
    *   Select the **Destination Bins** from the dropdown. You can add more bins by clicking **\+ New Row.**
    *   Enter the **Quantity In.**
    *   Click **Save**.
*   If you have enabled serial number tracking for the item, follow these steps:
    
    *   Click **Select source serial numbers and bins** in the line item.
    
    ![Move Orders](/inventory/help/images/bin-locations/move-orders-3.png)
    *   In the pop-up that appears, Click or Type to select the serial numbers from the dropdown and select the Bins.
    *   Click **Save**.
*   If you have selected none in the advanced inventory tracking for the item, follow these steps:
    
    *   Click **Select Source Bins** in the line item. ![Move Orders](/inventory/help/images/bin-locations/move-orders-4.png)
    *   Enter the **Quantity**. You can add more bins by clicking **\+ New Row**.
    *   Click **Save**.
    *   Click Select Destination Bins
    *   Enter the **Quantity**. You can add more bins by clicking **\+ New Row**.
    *   Click **Save.**
*   Click **Generate Move Order** to finish.
    

* * *

# Bin Locations in Transactions

The primary purpose of including bin locations in transactions is to enhance inventory accuracy, streamline picking and packing processes, facilitate easy tracking and retrieval of items. Let’s dive into how bin locations can be associated in transactions.

### Picklists

A pick list is a document assigned to a warehouse picker, communicating the list of items and their quantities to pick from a specific warehouse to fulfil orders.

To create a picklist for bin location enabled item:

*   Go to the **Picklists** module under _Sales_ in the left sidebar.
    
*   Click **+ New** in the top right corner.
    
*   Enter the necessary details.
    
*   If you select items that have enabled batch tracking for this item, follow these steps:
    
    *   Click **Select Batches & Bins** in the line item.
    
    ![Picklists Bin Locations](/inventory/help/images/bin-locations/picklists-1.png)
    
    *   Enter **Batch Reference** number.
    
    ![Picklists Bin Locations](/inventory/help/images/bin-locations/picklists-2.png)
    *   Select the **Bin Location**. You can add multiple bin locations by clicking **\+ New Row**.
    *   Enter the **Quantity Out.**
    *   You can add another batch by clicking **\+ Select another batch**.
    *   Click **Save**.
*   If you select items that have enabled serial number tracking for this item, follow these steps:
    
    *   Click **Select Serial Numbers** in the line item.
    
    ![Picklists Bin Location](/inventory/help/images/bin-locations/picklists-3.png)
    
    *   Enable **Barcode Scanning** if you want to scan the serial numbers.
    
    ![Picklists Bin Locations](/inventory/help/images/bin-locations/picklists-4.png)
    *   Click the dropdown and select or type the items.
    *   Click **Save**.
*   If you have selected none in the advanced inventory tracking for the item, follow these steps:
    
    *   Click **Select Bins** in the line item.
    
    ![Picklists Bin Locations](/inventory/help/images/bin-locations/picklists-5.png)
    
    *   Select the **Bin Location** and enter the **Quantity**. You can add multiple items by clicking **\+ New Row**
    
    ![Picklists Bin Locations](/inventory/help/images/bin-locations/picklists-6.png)
    *   Click **Save**.
*   Click **Generate Picklist**.
    

### Packages

The Packages module allows you to create and assign package slip numbers to the items in your sales orders and keep track of your consignments when they are shipped.

*   Go to the **Packages** module under _Sales_ in the left sidebar.
    
*   Click **\+ New** in the top right corner.
    
*   Fill in the necessary details.
    
*   If you select items that have enabled batch tracking for this item, follow these steps:
    
    *   Click **Select Batches & Bins** in the line item.
    
    ![Packages Bin Locations](/inventory/help/images/bin-locations/packages-1.png)
    
    *   Enter **Batch Reference** number.
    
    ![Packages Bin Locations](/inventory/help/images/bin-locations/packages-2.png)
    *   Select the **Bin Location**. You can add multiple bin locations by clicking **\+ New Row**.
    *   Enter the **Quantity Out**.
    *   You can add another batch by clicking **\+ Select another batch**.
    *   Click **Save**.
*   If you select items that have enabled serial number tracking for this item, follow these steps:
    
    *   Click **Select Serial Numbers** in the line item.
    
    ![Packages Bin Locations](/inventory/help/images/bin-locations/packages-3.png)
    
    *   Enable **Barcode Scanning** if you want to scan the serial numbers.
    
    ![Packages Bin Locations](/inventory/help/images/bin-locations/packages-4.png)
    *   Click the dropdown and select or type the items.
    *   Click **Save**.
*   If you have selected none in the advanced inventory tracking for the item, follow these steps:
    
    *   Click **Select Bins** in the line item.
    
    ![Packages Bin Locations](/inventory/help/images/bin-locations/packages-5.png)
    
    *   Select the **Bin Location** and enter the **Quantity**. You can add multiple items by clicking **\+ New Row.**
    
    ![Packages Bin Locations](/inventory/help/images/bin-locations/packages-6.png)
    *   Click **Save**.
    *   Enter the **Quantity** of items you want to pack
    *   Click **Save** in the pop up.
*   Click **Save** to finish.
    

### Invoices

An Invoice is a document sent to your client that indicates the products/services sold by you and the payment information that the client has to make. Learn more about creating an [Invoice](/es-mx/inventory/help/invoice/) in Zoho Inventory.

*   Go to the **Invoices** module under _Sales_ in the left sidebar.
    
*   Click **\+ New** in the top right corner.
    
*   Enter the necessary details.
    
*   If you select items that have enabled batch tracking for this item, follow these steps:
    
    *   Click **Select Batches & Bins** in the line item.
    
    ![Invoices Bin Locations](/inventory/help/images/bin-locations/invoices-1.png)
    
    *   Enter **Batch Reference** number.
    
    ![Invoices Bin Locations](/inventory/help/images/bin-locations/invoices-2.png)
    *   Select the **Bin Location**. You can add multiple by clicking **\+ New Row**.
    *   Enter the **Quantity Out**.
    *   You can add another batch by clicking **\+ Select another batch**
    *   Click **Save**.
*   If you select items that have enabled serial number tracking for this item, follow these steps:
    
    *   Click **Select Serial Numbers** in the line item.
    
    ![Invoices Bin Locations](/inventory/help/images/bin-locations/invoices-3.png)
    
    *   Enable **Barcode Scanning** if you want to scan the serial numbers.
    
    ![Invoices Bin Locations](/inventory/help/images/bin-locations/invoices-4.png)
    *   Click the dropdown and select or type the items.
    *   Click **Save**.
*   If you have selected none in the advanced inventory tracking for the item, follow these steps:
    
    *   Click **Select Bins** in the line item.
    
    ![Invoices Bin Locations](/inventory/help/images/bin-locations/invoices-5.png)
    
    *   Select the **Bin Location** and enter the **Quantity**. You can add multiple items by clicking **\+ New Row.**
    
    ![Invoices Bin Locations](/inventory/help/images/bin-locations/invoices-6.png)
    *   Click **Save.**
*   Enter the necessary details.
    
*   Click **Save** 
    

### Sales Receipts

A sales receipt is a document sent to customers when you sell them goods or services and record payment for them simultaneously. In a retail environment, this means that you only need to create one single transaction to record sales and collect payment. Sales receipts are commonly used in places where cash and sale is recorded instantly, such as e-commerce websites and POS.

*   Go to the **Sales Receipts** module under _Sales_ in the left sidebar
*   Click **\+ New** in the top right corner

Field

Description

Customer Name

Select the customer for whom the invoice is created

Receipt Date

Select the date on which the sales receipt is generated.

Branch

Select the branch for which the sales receipt is created

Sales Receipt

The sales receipt number will be auto-generated. However, you can change the auto-generation series or enter a unique number by clicking the Gear icon.

Place of Supply

Select the state where the items are delivered.

*   Select the **Warehouse** and **Selection type**
    
*   If you select items that have enabled batch tracking for this item, follow these steps:
    
    *   Click **Select Batches & Bins** in the line item.
    
    ![Sales Receipts](/inventory/help/images/bin-locations/sales-receipts-1.png)
    
    *   Enter **Batch Reference** number.
    
    ![Sales Receipts](/inventory/help/images/bin-locations/sales-receipts-2.png)
    *   Select the **Bin Location**, you can add multiple by clicking **\+ New Row**.
    *   Enter the **Quantity Out**.
    *   You can add another batch by clicking **\+ Select another batch**.
    *   Click **Save**.
*   If you select items that have enabled serial number tracking for this item, follow these steps:
    
    *   Click **Select Serial Numbers** in the line item.
    
    ![Sales Receipts](/inventory/help/images/bin-locations/sales-receipts-3.png)
    
    *   Enable **Barcode Scanning** if you want to scan the serial numbers.
    
    ![Sales Receipts](/inventory/help/images/bin-locations/sales-receipts-4.png)
    *   Click the dropdown and select or type the items.
    *   Click **Save**.
*   If you have selected none in the advanced inventory tracking for the item, follow these steps:
    
    *   Click **Select Bins** in the line item.
    
    ![Sales Receipts](/inventory/help/images/bin-locations/sales-receipts-5.png)
    
    *   Select the **Bin Location** and enter the **Quantity**. You can add multiple items by clicking **\+ New Row.**
    
    ![Sales Receipts](/inventory/help/images/bin-locations/sales-receipts-6.png)
    *   Click **Save.**
*   Write **Customer Notes** and **Terms and Conditions if any.**
    
*   Click **Save and Send,** or you can click the arrow and select **Save and Print.**
    

### Credit notes

A Credit Note is a document issued by a vendor to a customer when goods are returned to the vendor after a sale. This can happen due to reasons like the goods being damaged or not satisfactory. The credit note is created for the value of the goods returned. Here’s how you can create credit notes for bin locations items:

*   Go to the **Credit Notes** module under _Sales_ in the left sidebar.
    
*   Click the **\+ New** button in the top right corner.
    
*   Enter the customer and item details for which you want to create a credit note.
    
*   If you select items that have enabled batch tracking, follow these steps:
    
    *   Click **Add Batches & Bins** in the line item.
    
    ![Credit Notes](/inventory/help/images/bin-locations/credit-notes-1.png)
    
    *   Enter **Batch Reference** and **Manufacturer**.
    
    ![Credit Notes](/inventory/help/images/bin-locations/credit-notes-2.png)
    *   Select **Manufactured Date** and **Expiry Date** from the calendar.
    *   Select the **Bins** and **Quantity IN**. You can add multiple by clicking **\+ New Row**.
    *   You can add another batch by clicking **\+ Select another batch.**
    *   Click **Save**.
*   If you select items that have enabled serial number tracking for this item, follow these steps:
    
    *   Click **Add Serial Numbers**
    
    ![Credit Notes](/inventory/help/images/bin-locations/credit-notes-3.png)
    
    *   Select the **Bins** from the dropdown. You can add multiple bins by clicking **\+ New Row.**
    
    ![Credit Notes](/inventory/help/images/bin-locations/credit-notes-4.png)
    *   Enter the **Serial Numbers** of all the items you want to add.
    *   Click **Save.**
*   If you have selected none in the advanced inventory tracking for the item, follow these steps:
    
    *   Click **Select Bins**
    
    ![Credit Notes](/inventory/help/images/bin-locations/credit-notes-5.png)
    
    *   Select the **Bin Location**. You can add multiple by clicking **\+ New Row.**
    
    ![Credit Notes](/inventory/help/images/bin-locations/credit-notes-6.png)
    *   Enter the Quantity you’d like to add.
    *   Click **Save**
*   Click **Save as Draft** or **Save as Open**.
    

### Purchase Receives

A purchase receive in Zoho Inventory is a document that is used to record the items that are delivered or yet to be delivered by your vendor to your warehouses.

*   Go to the **Purchase Orders** module under _Purchases_ from the left sidebar
    
*   Select a purchase order for which you want to create a purchase receive
    
*   In the purchase order’s details page, click **Receive**
    
    ![Purchase Receives](/inventory/help/images/bin-locations/purchase-receives-1.png)
*   In the purchase receive creation screen, fill in the necessary details like the **Purchase Receive#** and the **Receive Date**.
    
*   Enter the quantity of items you want to receive.
    
*   If you select items that have enabled batch tracking, follow these steps:
    
    *   Click **Add Batches & Bins** in the line item
    
    ![Purchase Receives](/inventory/help/images/bin-locations/purchase-receives-2.png)
    
    *   Enter **Batch Reference** and **Manufacturer** 
    
    ![Purchase Receives](/inventory/help/images/bin-locations/purchase-receives-3.png)
    *   Select **Manufactured Date** and **Expiry Date**.
    *   Select the **Bins** and **Quantity IN**. You can add multiple by clicking **\+ New Row**.
    *   You can add another batch by clicking **\+ Select another batch**.
    *   Click **Save**.
*   If you select items that have enabled serial number tracking for this item, follow these steps:
    
    *   Click **Add Serial Numbers**
    
    ![Purchase Receives](/inventory/help/images/bin-locations/purchase-receives-4.png)
    
    *   Select the **Bin** from the dropdown. You can add multiple bins by clicking **\+ New Row**.
    
    ![Purchase Receives](/inventory/help/images/bin-locations/purchase-receives-5.png)
    *   Enter the **Serial Numbers** of all the items you want to add
    *   Click **Save**
*   If you have selected none in the advanced inventory tracking for the item, follow these steps:
    
    *   Click **Select Bins**
    
    ![Purchase Receives](/inventory/help/images/bin-locations/purchase-receives-6.png)
    
    *   Select the **Bin Location**. You can add multiple by clicking **\+ New Row**.
    
    ![Purchase Receives](/inventory/help/images/bin-locations/purchase-receives-7.png)
    *   Enter the Quantity
    *   Click **Save**
*   If you’ve already received the items, click the arrow next to **Save as In Transit**, or select **Save as Received**.
    

### Putaways

Putaway refers to all the processes that happen from the time a warehouse receives a supply of goods from a vendor until they have been stored in the warehouse.

*   Go to the **Putaways** module under purchases in the left sidebar.
    
*   The Putaways number are automatically generated, you can enter manually this by clicking the gear icon
    
*   Select a **Date** when you want the putaways to take place
    
*   Select the **Warehouse** 
    
*   Select the **Items Details** and the **Quantity Transferred**
    
*   If you have enabled batch number tracking for the item:
    
    *   Click **Select Batches & Bins**
    
    ![Purchase Receives](/inventory/help/images/bin-locations/putaways-1.png)
    *   Select **Batch Reference Number**.
    *   Click **Select Bins**. You can add multiple by clicking **\+ New Row** 
    *   Enter the **Quantity Out**.
    *   You can add another batch by clicking **\+ Select another batch**
    *   Click **Save**
*   If you have enabled serial number tracking for the item, follow these steps:
    
    *   Click **Select Serial Numbers**.
    
    ![Purchase Receives](/inventory/help/images/bin-locations/putaways-2.png)
    
    *   Select the **Bins** from the dropdown. You can add multiple by clicking **\+ New Row**
    
    ![Purchase Receives](/inventory/help/images/bin-locations/putaways-3.png)
    *   Select or type the **Serial Numbers**.
    *   Click **Save**.
*   If you have selected none in the advanced inventory tracking, follow these steps:
    
    *   Click **Select Bins**
    
    ![Purchase Receives](/inventory/help/images/bin-locations/putaways-4.png)
    
    *   Select the **Bin Location**. You can add multiple by clicking **\+ New Row**.
    
    ![Purchase Receives](/inventory/help/images/bin-locations/putaways-5.png)
    *   Enter the Quantity you’d like to add.
    *   Click **Save**.
*   Click **Generate Putaway** to finish.
    

### Bills

When a vendor gives you goods or services, they will send you a bill showing what you owe. You can enter this bill in Zoho Inventory and keep track of it.

*   Go to **Bills** module under _Purchases_ in the left sidebar.
    
*   Click the **\+ New** in the top right corner.
    
*   Enter the necessary details.
    
*   Select the items you would like to bill from bin locations in the line item
    
*   If you have enabled batch number tracking for the item, follow these steps:
    
    *   Click **Add Batches & Bins**
    
    ![Bills Bin Locations](/inventory/help/images/bin-locations/bills-1.png)
    
    *   Enter **Batch Reference** and **Manufacturer** 
    
    ![Bills Bin Locations](/inventory/help/images/bin-locations/bills-2.png)
    *   Select **Manufactured Date** and **Expiry Date**
    *   Select the **Bins** and **Quantity In**. You can add multiple by clicking **\+ New Row**.
    *   You can add another batch by clicking **\+ Select another batch**.
    *   Click **Save**.
*   If you have enabled serial number tracking for the item, follow these steps:
    
    *   Click **Add Serial Numbers**.
    
    ![Bills Bin Locations](/inventory/help/images/bin-locations/bills-3.png)
    
    *   Select **Bins** from the dropdown. You can add multiple bins by clicking **\+ New Row**.
    
    ![Bills Bin Locations](/inventory/help/images/bin-locations/bills-4.png)
    *   Enter the **Serial Numbers** that you’d like to add.
    *   Click **Save**.
*   If you have selected none in the advanced inventory tracking for the item, follow these steps:
    
    *   Click **Select Bins**.
    
    ![Bills Bin Locations](/inventory/help/images/bin-locations/bills-5.png)
    
    *   Select the **Bin Location**. You can add multiple by clicking **\+ New Row**
    
    ![Bills Bin Locations](/inventory/help/images/bin-locations/bills-6.png)
    *   Enter the Quantity you’d like to add.
    *   Click **Save**
*   Enter the necessary details.
    
*   Click **Save as Open** to finish.
    

### Vendor Credits

Vendor Credits are a crucial aspect of accounts payable, allowing businesses to manage returns, refunds, or adjustments with their suppliers. These credits help reconcile discrepancies, correct billing errors, and streamline financial transactions. Here’s how you can create vendor credits in Zoho Inventory:

*   Go to the Vendor Credits module under Purchases in the left sidebar.
    
*   Click the **\+ New** in the top right corner.
    
*   Enter the necessary details.
    
*   Select the items for which you would like to create a vendor credit in the line item.
    
*   If you have enabled batch number tracking for the item, follow these steps:
    
    *   Click **Select Batches & Bins** 
    
    ![Vendor Credits Bin Locations](/inventory/help/images/bin-locations/vendor-credits-1.png)
    
    *   Enter **Batch Reference** Number.
    
    ![Vendor Credits Bin Locations](/inventory/help/images/bin-locations/vendor-credits-2.png)
    *   Select the **Bin Location**. You can add multiple by clicking **\+ New Row**
    *   Enter the **Quantity Out**
    *   You can add another batch by clicking **\+ Select another batch**
    *   Click **Save**
*   If you have enabled serial number tracking for the item, follow these steps:
    
    *   Click **Select Serial Numbers**
    
    ![Vendor Credits Bin Locations](/inventory/help/images/bin-locations/vendor-credits-3.png)
    
    *   Enable **Barcode Scanning** if you want to scan the serial numbers.
    
    ![Vendor Credits Bin Locations](/inventory/help/images/bin-locations/vendor-credits-4.png)
    *   Click the **dropdown** and select the items
    *   Click **Save**
*   If you have selected none in the advanced inventory tracking for the item, follow these steps:
    
    *   Click **Select Bins**
    
    ![Vendor Credits Bin Locations](/inventory/help/images/bin-locations/vendor-credits-5.png)
    
    *   Select the **Bin Location**. You can add multiple by clicking **\+ New Row**.
    
    ![Vendor Credits Bin Locations](/inventory/help/images/bin-locations/vendor-credits-5.png)
    *   Enter the Quantity.
    *   Click **Save**.
*   Enter the necessary details.
    
*   Click **Save As Open**.
    

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