Zoho Inventory

Being an Advanced Zoho Partner, we have plenty of experience with Zoho Inventory; one of our case studies is a large (over 10,000 products in stock) wholesale business in Pennsylvania. Please consider the list below as a reference only; we can do more, if needed (let’s talk).

As for today (December, 2024) Zoho Inventory supports the following features:

Stock Management

• Creating and tracking the inventory (stock flow) of Items and Item Groups.
• Grouping items together.
• Composite Items – Kitting/Bundling of items.
• Serial Number Tracking – for tracking individual units of an item.
• Batch Tracking – to track items based on batch numbers and expiry date.
• Item prices customization by creating price lists and assigning them to customers, sales orders and invoices.
• FIFO cost lot tracking, stock reports, sales, purchase and activity logs.
• Bin location management

Customer and vendor management

• Recording customer and vendor information for communication, monitoring and transaction.
• Custom email templates
• Smart interactive dashboard for a 30,000 ft view of your business

Order Management

• Associate your taxes and tax groups to items and transactions.
• Create sales orders, raise invoices, get paid instantly by integrating to a payment gateway, print package slips and generate shipment labels.
• Manage reorders, create purchase orders, record deliveries to your warehouse using purchase receives and raise bills to keep abreast of vendor payments.

Integrations

• Integrate with popular e-commerce platforms and monitor your stock flow across multiple sales channels.
• Establish an integration with reliable shipping carriers to take care of your shipments from within the app. We support more than 30 carriers at the moment.
• Secure your money by integrating with time tested online payment gateways.
• Seamlessly integrate with our accounting platform – Zoho Books.
• Bring in your network of customers and suppliers from Zoho CRM.
• Track Shipments and be notified on the whereabouts of your shipment.

Customization

• Tailor your organization in Zoho Inventory by configuring your preferences.
• Add custom fields to your orders, invoices, bills and payment receipts.

Yes and no. Yes, because one can associate a price list to a customer. No, because price lists aren’t customer-dependent and therefore can be applied to multiple customers at the customer record level and at the transaction level (line items table) as well.

But there’s a way to add a custom function that will check if the price list is applied or not and make the corrections by itself or raise the alarm so the human operator will fix the error. Our Zoho consultants will be happy to suggest the best solution.

TL;DR: Not yet, but Zoho is working on it. Long answer: currently, Zoho is gathering information, studying different scenarios, and analyzing frequent and related workflows to incorporate the manufacturing processes into Zoho Inventory. So, if you wish to contribute, please drop us a line about your business manufacturing requirements or directly to Zoho at support@zohoinventory.com.

As a workaround, you can utilize the bundling function within the composite items feature to represent basic assemblies that do not require a BOM (Bbill of Materials). With bundling, you can create kits comprised of the raw materials and labor cost involved in producing the finished goods.

Absolutely, it’s not as straightforward as it may seem. There are numerous WordPress plugins and extensions available in the Zoho Marketplace that can facilitate such integration. For instance:

• WooZo Inventory plug-in by RoadMap Studios
• Zoho Books & Inventory Integration plugin by WooCommerce/WPSwings

However, most of them are written with the paradigm that your WooCommerce performs the sales transactions and the customers pay for your goods through WooCommerce’s integrated payment gateways. This is all good for B2C but rarely works for B2B. Most wholesale businesses, omnichannel distributors, and other more or less complex businesses require custom Zoho Inventory / WooCommerce integration. Regardless of your business model, using these plugins requires a good understanding of the data structure on both ends, Zoho Inventory and WooCommerce.

As a Zoho Advanced Partner, we serve one of the biggest Zoho Inventory platform customers, and they work solely on our custom Zoho Inventory / WooCommerce integration. We can help your business, too: read more about our Zoho Inventory / WooCommerce integration.