How to Manage Your Business Profile in Zoho Inventory

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Introduction

Managing your business profile in Zoho Inventory ensures all your transactions reflect accurate and up-to-date company information.
It includes essential details like your organization name, logo, contact info, tax details, and more.
This profile is used across invoices, sales orders, reports, and emails.
Keeping it updated helps maintain professionalism and ensures compliance with local laws.
Zoho Inventory makes it easy to edit, update, or even delete your organization profile as needed.

How to Set Up the Organization Profile in Zoho Inventory

Guide Layout:

Organization Profile
- Logo
- Organization Name & Portal name
- Industry
- Company contact details
- Organization contacts
- Inventory & accounting details
- company ID and Tax ID
Configuring Organization Contacts
Leave an Organization
Delete an Organization

Organization Profile

Click the gear icon Settings on the top right corner of your dashboard.
Select “Organization Profile” from the options.

3. A new page will open, where you can enter or update your organization’s basic information.

Upload your company logo by clicking the “Upload your logo”
Preferred Size: 240px × 240px, 72 DPI
Max File Size: 1 MB
This logo will be used on invoices, estimates, bills, and other documents
Organization Name: Edit the name you provided during initial setup.
Portal Name: Enter a name for your Customer Portal (e.g., yourbusiness.zohobookings.com).

10.Industry: Select the industry that best describes your business.

Company Address: Provide your postal address, phone number, and website.

12.Separate Payment Address: Optionally, add an alternate address for receiving payments by checking the relevant box.

13.Primary Contact: Displays the contact name and email entered during setup.

Click “Configure Emails” to:
- Edit the primary email address
- Add additional email addresses
- Assign users’ email addresses as senders for communication
- Set a new primary email for outgoing mails

This email is used for sending documents like invoices and sales orders to clients and vendors.

14.Base Currency: This is the currency using which, you operate your business. This is also the currency you select when you sign up. As mentioned in quick set-up, it cannot be changed if transactions are recorded.

15.Inventory start Date: This will be the date you started using Zoho Inventory for your operations.

16.Fiscal Year: Different companies follow different fiscal year, select the one that best suits your organization’s accounting and regulatory needs.

17.Time Zone: Zoho Inventory populates the time zone based on the location you choose during sign up. You can edit if required.

18.Date format: Select your preferred date format mostly prevalent in your country or specific to your organization.

19.Company ID: In case you wish to display your company ID on the invoice you can add it here. Company ID is the jurisdictional requirement for every company and is country specific.

20.Tax ID: In case you also wish to display your tax ID on the invoice you can add it here. This is specific to company’s regulatory requirement.

21.Additional fields: You can create additional input fields for recording information.

22.Click on the Save button after entering all details

Configuring Organization Contacts

The Organization Contacts section allows you to manage the key people responsible for communication and operations within your business. This includes assigning primary and secondary contacts and customizing the email addresses used to send documents from Zoho Inventory.

What You Can Do:

Set or update your Primary and Secondary contact names and email addresses.
Add existing users as organizational contacts.
Edit or remove previously added contacts.

How to Configure:

This option allows you to perform following actions:

Configure your primary and secondary organizational contacts and their email addresses.
Add your users as organizational contacts.
Edit or delete existing contacts.

To use these options, follow this:

Click on the Configure Emails option.

A new pop up called Organizational contacts opens up.

A new set of fields open up for you

Fill up the details and click the Save button.
A mail will be sent to the new email ID that you added.

Contact Confirmation:

The owner of the added email address will receive an email from Zoho.
They must click the “Confirm Email Address” button in that email to verify their identity.

Admin Authorization:

Once the contact confirms, a new window will open where you (the Admin) must authorize the addition.

Click the “Confirm” button to complete the process.

The email and contact person are added as a verified Organizational Contact.

To make them your Primary Contact, click the “Mark as Primary” option next to their email address.

You also have the option to edit or delete an existing contact.

Leave an Organization

Log in to your Zoho Inventory account.
Click the Organization Name dropdown in the top-right corner.
Select “Manage” from the panel that appears.
Under the “My Organizations” list, hover over the organization you want to leave.
Click the More icon (⋮) next to it.
Select “Leave Organization”.
In the confirmation pop-up:
Check the box to acknowledge that you will lose access to this Zoho Inventory organization.
Click OK to proceed.

Delete an Organization in Zoho Inventory

Before deleting your organization, please be aware of the following:

If Customer Portal is enabled, your customers will lose access to their transaction history after deletion.
All data associated with the organization will be permanently deleted and cannot be recovered.
If you wish to retain a copy, make sure to back up your data before deleting the organization.
Log in to your Zoho Inventory account.
Click the User Profile icon in the top-right corner.
Select “My Account” from the panel that appears.
You will be redirected to the Zoho Accounts portal (accounts.zoho.com).
In the left sidebar, click “Settings”, then select “Close Account”.
Click the “Close Account”
On the next page, click “Proceed” to confirm the deletion.

How to Manage Your Business Profile in Zoho Inventory

Introduction