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

Sales Management

• Setting up a sales approval workflow
• Adding customers
• Choosing templates
• Drafting and emailing a sales order
• Using retainer invoices
• Converting a sales order into a tax invoice
• Creating one or more packages for an order
• Recording a manual shipment and delivery
• Setting up a sales order validation rule

Returns

• Setting the criteria for product returns
• Adding and processing a sales return
• Receiving returned items back into a warehouse
• Raising a credit note and recording a refund

Multi-channel Sales

• Integrating multiple Shopify stores
• Integrating Etsy
• Integrating eBay (only for US and UK editions)
• Integrating Amazon (only for US, CA, and UK editions)
• Mapping an online item to an existing item
• Processing online orders
• Other useful integrations

Order Fulfilment

• Integrating shipping carriers
• Generating a shipment label for an order
• Back ordering
• Drop shipment

Automation

• Adding custom email alerts and in-app notifications
• Setting up field updates
• Setting up webhooks
• Writing custom functions
• Setting up a scheduler to automate repetitive tasks

Reporting

• A tour of reports
• Taking advantage of reporting tags
• Integrating Zoho Inventory with Zoho Analytics