How can I create inventory templates?

How can I create inventory templates?

Zoho CRM has a gallery of predefined inventory templates, you can choose any sample and use it for your business purpose. Alternatively, you can build a template of your own and customize it as needed. 

Follow the steps below to create a template:
  1. Click Setup > Customization > Templates > Inventory.
  2. Click + New Template. 
  3. Select the module (Quotes, Sales Orders, Purchase order, Invoices) for which you want to create an inventory template.
  4. Click Next for the Template Gallery page.
    And choose a blank or pre-designed template.
Read more about previewing the templates, organizing them, creating template folders and more.
 



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