Processes we focus on
- Order-to-cash: order capture, credit checks against limits, dispatch, invoicing, e-invoicing and e-way bills where applicable, and collections.
- Inventory: receipts, inter-warehouse transfers, batches and expiry, cycle counts, returns.
- Schemes: documenting each scheme, approving it, and accounting for it correctly.
- Procure-to-pay: reorder levels, purchase approvals, three-way match.
- Close: stock and receivables reconciliation within a few days of month-end.
Typical Zoho setup
Zoho Books and Zoho Inventory for most traders; Zoho ERP for mid-market distributors with field sales and deeper warehouse needs; Zoho Analytics for sales, margin and ageing dashboards.
Frequently asked questions
How do we stop stock differences between warehouses?
Record every transfer as a transfer order when goods leave and when they arrive, count fast-moving items on a cycle, and approve adjustments above a limit. We design the routine and configure it.
Can Zoho handle distributor schemes and discounts?
Price lists and discounts cover many schemes. Complex schemes, such as quantity slabs across a period, may need a Zoho Creator app or careful process design. We assess this in the fit-gap.
General information only, not legal, tax or software licensing advice. Zoho features, editions and prices change, so confirm the current position with Zoho or with our team before you commit. See our disclaimer.
