Accurate inventory. Streamlined operations. Real-time visibility.
Zoho Inventory is built to simplify the chaos of product, order, and warehouse management — but only when configured strategically. At SAZ Tech, we set up Zoho Inventory to fit your business workflows, not the other way around. From item master setup to warehouse transfers and purchase workflows, we deliver a complete system in just 11–12 business days.
What Will Be Set Up
Your Zoho Inventory account will be fully configured to support multi-warehouse inventory, product catalogs, sales, purchases, and logistics, customized to your operational needs:
Organization Setup
- Company profile setup with logo, address, currency, and regional tax info
- Fiscal year and tax settings (GST/VAT as applicable)
Item & Inventory Management
- Product/service item import for up to 500 SKUs
- Item group creation and categorization
- Reorder point setup and preferred vendor setup
- Batch and serial number tracking (if enabled)
Warehouse Configuration
- Setup of up to 3 warehouses
- Warehouse-wise stock allocation
- Inter-warehouse transfer configuration
Sales & Purchase Workflows
- Sales Order → Invoice → Payment workflows
- Purchase Order → Bill → Payment workflows
- Up to 3 document templates each for sales and purchase workflows
Shipping & Packaging Module
- Carrier configuration (manual or integrated)
- Setup of packing slips and shipping labels
Automation & Customization
- Up to 5 workflow rules (e.g., stock level alerts, sales approvals, purchase automation)
- Custom fields for items, orders, and contacts
Integration with Zoho Suite
- Zoho Books for accounting sync
- Zoho CRM for customer contact sync (basic integration)
Reports & Dashboards
- Up to 5 reports, such as Inventory Valuation, Sales by Item, and Vendor Performance
- Custom dashboard for order pipeline and inventory health metrics
You Can Also Expect
- Two admin training sessions (1 hour each)
- SOP/User Guide PDF
- UAT support (User Acceptance Testing)
- Go-Live Assistance (Upto 3 days)
What’s Not Included
Available as Add-Ons
- Barcode generation and scanning implementation (available separately)
- Marketplace integrations (Amazon, Shopify, etc.)
- Migration of past stock transactions or historical data
- Advanced custom functions or API-based integrations
Timeline
Total Duration: 11-12 Days
Assumptions
- Client will provide Zoho Inventory license and admin access
- Item master data and templates will be provided in structured formats
- One SPOC will be available for decisions and approvals
Next Steps
1. Approval of Proposal
2. Kick-off Meeting
3. Project Execution as per Timeline
Why SAZ-Tech
Inventory systems aren’t just about tracking stock — they’re about optimizing your supply chain from purchase to delivery. At SAZ Tech, we implement Zoho Inventory to give your team full control over stock, vendors, warehouses, and workflows — without complexity.
