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Zoho Inventory implementation: stock and orders under control
Operion is a Zoho partner and sets up Zoho Inventory for SMEs that keep their stock in spreadsheets today. We also tell you when a warehouse needs more than inventory management.
What it does
What Zoho Inventory does
Zoho Inventory keeps track of items, stock levels, sales orders and purchase orders. You see what you have in stock, what is on order and what is still coming in, and you can track several warehouse locations.
It works together with Zoho Books for invoicing and with Zoho CRM for customers and orders. That way an order does not have to be entered in several places.
Who it is for
Who Zoho Inventory suits
It suits SME trading companies with a manageable range that want to move stock, purchasing and sales out of spreadsheets, without introducing a full warehouse system straight away.
It is meant for inventory management, not for directing the work on the warehouse floor. As soon as your warehouse needs that, you look at a WMS.
Set-up
Choices in the set-up
These are the choices we make with you during the intake:
Items and variants
How you organise items, which units you use and whether you work with variants or sets.
Warehouse locations
Whether you track one or several stock locations and how stock moves between them.
Order flow
How a sales order runs from confirmation to delivery, and how a purchase order is received.
Reorder levels
At which levels you want an alert to reorder.
Opening stock
How you count and load current stock, so you start with correct quantities.
Connections
Connections that matter
The most common combination is Zoho Inventory with Zoho Books for invoicing and with Zoho CRM for customers. That calls for an agreement on which system is master for items and prices.
For a webshop or a carrier we check in the intake whether a connection is available for your situation.
More about connections with your ERP, WMS and webshop is on integration.
With other apps
Works with the other Zoho apps
Zoho Books
Online accounting: invoices, purchases and bank transactions.
See Zoho BooksZoho CRM
CRM for pipeline, quotes and customer contact.
See Zoho CRMZoho Projects
Projects with tasks, planning and time tracking.
See Zoho ProjectsGood to know
When you need a WMS
If you work with scanners, fixed locations and pick routes, process many orders every day or run work in your warehouse over several steps, inventory management is not enough. A WMS fits then, such as BizBloqs, of which we are a partner.
Which combination suits you, we discuss in the intake. Questions about the WMS itself can also be asked at BizBloqs.
Licences
Licences and pricing
The licences and current prices of Zoho Inventory are on the Zoho pricing page. During the intake we decide which plan fits you.
Questions
Frequently asked questions
Is Zoho Inventory a WMS?
No. Zoho Inventory is for inventory management and orders. A WMS also directs the work in the warehouse, with scanners, locations and pick routes.
Can I connect Zoho Inventory to my webshop?
For many webshops and carriers a connection exists. Whether it is available for your situation, we check in the intake.
Does Zoho Inventory work with Zoho Books?
Yes. Orders and stock from Zoho Inventory can be used for invoicing in Zoho Books.
Is Zoho Inventory part of Zoho One?
Yes, Zoho Inventory is one of the apps in Zoho One. You can also take it on its own.
What happens after go-live?
After go-live you get four weeks of aftercare. After that, you can reach us on working days from 08:30 to 17:00 and we respond within 24 hours.
Stock and orders in order?
Tell us what you hold in stock and how orders run today. We will tell you whether Zoho Inventory fits or you need a WMS.