Zoho Inventory – Training for Administrator (Day One 4 Hours)

Introduction

• Zoho Inventory and the Zoho Finance Suite
• Why is Zoho Inventory important to SMBs?
• Terms used in Zoho Inventory

Organization Setup

• Things to consider before setup
• Creating an organization
• Managing users and roles
• Adding warehouses and branches
• Setting up taxes and currencies
• Configuring preferences for each module
• Adding custom fields and views

Product Workflow

• Types of items
• Stock keeping and valuation logic
• Methods of stock tracking
• Complete sales workflow
• Typical purchase workflow

Items

• Creating an item group with attributes
• Defining items with serial numbers
• Capturing items with batch numbers and expiry dates
• Performing item adjustments
• Recording a non-inventory item or service
• Making a composite item
• Defining price lists for your items
• Transferring items between warehouses

Importing data to Zoho Inventory

• Types of data that can be imported
• Order of importing data into Zoho Inventory
• How to prepare your organization for an import
• How to prepare an import file
• Integrating Zoho Inventory and Zoho Books
• Integrating Zoho Inventory and Zoho CRM

Purchase Management

• Setting up a purchase approval workflow
• Adding vendors
• Drafting and emailing a purchase order
• Receiving goods into a designated warehouse
• Recording and tracking a vendor bill
• Managing reorders for your low stock items