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How to Manage Your Business Profile in Zoho Inventory

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Your business profile in Zoho Inventory holds the company details that appear across invoices, sales orders, reports and emails, such as your name, logo, address and tax details. Keeping it accurate and current helps your documents look professional and stay compliant.

How to open your organisation profile

  1. Click the gear icon (Settings) in the top right of your dashboard.
  2. Select Organization Profile.

A new page opens where you can enter or update your organisation’s information.

Key fields to review

  • Logo: upload your company logo (240 x 240px, 72 DPI, up to 1MB). It appears on invoices, estimates, bills and other documents.
  • Organization Name and Portal Name: your business name and the name used for your Customer Portal.
  • Industry: the category that best describes your business.
  • Company Address: your postal address, phone number and website, plus an optional separate payment address.
  • Primary Contact: the contact name and email set up during initial signup. Use Configure Emails to edit the primary email, add more addresses, or set a new outgoing email.
  • Base Currency: the currency you use to run your business.
  • Fiscal Year: choose the one that matches your accounting and regulatory needs.
  • Time Zone and Date Format: set based on your location, editable if needed.
  • Company ID and Tax ID: add these if you need them shown on your invoices, as required by your local regulations.
  • Additional Fields: create custom fields for extra information.

Click Save once you’ve entered your details.

Configuring organisation contacts

From Configure Emails, you can set up primary and secondary organisational contacts, add your users as contacts, and edit or delete existing ones.

A pop-up called Organizational Contacts opens.

A new set of fields opens for you to complete.

Fill in the details and click Save. Zoho sends an email to the new contact, who must click Confirm Email Address to verify their identity. Once they confirm, you (the admin) must authorise the addition by clicking Confirm. Once verified, you can click Mark as Primary to make them your primary contact.

You can also edit or delete an existing contact from the same screen.

Leaving an organisation

  1. Log in to Zoho Inventory and click the Organization Name dropdown in the top right.
  2. Select Manage.
  3. Under My Organizations, hover over the organisation and click the more icon (⋮).
  4. Select Leave Organization, acknowledge you’ll lose access, and click OK.

Deleting an organisation

Before deleting your organisation, note that all associated data is permanently deleted and cannot be recovered, and customers lose access to their transaction history if the Customer Portal is enabled. Back up any data you want to keep first.

  1. Click your User Profile icon in the top right and select My Account. You’ll be redirected to the Zoho Accounts portal.
  2. In the left sidebar, click Settings, then Close Account.
  3. Click Close Account, then Proceed to confirm.
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