Zoho CRM Sales Orders integration with Zoho Inventory Sales Orders
We use Zoho CRM to record new Sales Orders from customers. It will be great if the Sales Orders from Zoho CRM are synced to Zoho Inventory including the custom fields in Zoho CRM please.
There was a confusion on the earlier comment. Zoho CRM Sales order and Zoho Inventory SO for now won’t integrate. With all existing capabilities and with more tax handling capabilities finance SO would be developed and Zoho Inventory would be made available from Zoho CRM interface.
crm masters commented
Use the zoho books, inventory for all your sales process. Read the step by step process how to use zoho books. Read here : https://crm-masters.com/zoho-for-manufacturing-companies/
John Legg commented
Come on Zoho. Zoho One is all about internal integration. This is essential!
Arun Kirupa commented
interesting I think we could help
Jenelia Dcruz commented
A multi-channel inventory management system makes it very efficient for small businesses usually selling their products via different selling channels such as physical storefronts, warehouses, websites, and marketplaces (eBay, Amazon, Walmart) to manage their inventory from a single source.
To know further about ERP GOLD multi-channel inventory management, click on the link below
GUYS, USE ZOHO FINANCE INSIDE ZOHO CRM AND YOU WILL HAVE FULL SYNC OF ESTIMATES, ORDERS, ITEMS, AND CUSTOMERS.
Anand shukla commented
Nice idea sharing but many confusion...
Can we add quotation in Inventory?
This function is important to connect CRM and Inventory, we hope zoho could finish it early. it could help us to get more orders for zoho, and save more time for our account . You know, most time we connect zohocrm with erp of account.
We have a connector for integrating Zoho CRM with Zoho Inventory.
To see a similar type of connection which integrates Zoho CRM with QuickBooks, please feel free to check it out here.
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Deepak K Rana commented
Quite an interesting topic on Zoho CRM/Finance. We can help in that, we are CRM consultancy experts from London and Mumbai
– Deepak K Rana
Amforma IT Private Ltd
¡Hola! ¡Buenos días!
Hice un conector en una función de Zoho CRM, lo que hace es que desde el módulo de cotización en CRM, el cambio de una fase de una cotización automática creará una orden de venta en Zoho Inventory, esto para que en Zoho sólo CRM post- Las transacciones de ventas se llevan a cabo y cuando se acepta una cotización de la orden de venta se canaliza más en el inventario de zoho, también se puede adaptar para que en el módulo CRM orden de ventas, repito que estaba en una función personalizada, no hay otra manera .
Reshma, Please can you advise when a Quote in CRM will be able to be converted into sales order in inventory with one click.
Any update on this? Have you released the Zoho Inventory in the Zoho CRM interface?
Zoho Inventory seems like a good tool, but it makes no use of all the work done in Zoho CRM to organize the sales processes, rendering it practically useless for those who heavily use Zoho CRM.
It would be great if Zoho Inventory could be better integrated with it. So far, the integration is all but seamless, allowing no easy sincyng of quotes and sales orders between Zoho CRM and Zoho Inventory. In fact, CRM quotes aren't connected to Inventory at all, making it impossible to convert them into Inventory Sales Orders.
Richard Faulkner commented
Not for now?! This is really disappointing.
Do we have to face facts that Zoho CRM is now so far removed from any other Zoho product?
Its not just sales orders, the fact that the 'items' of Zoho Inventory (or Zoho books) can't even tell 'Products' of CRM how many items are in stock with the standard integrations tool. That is just one example of my frustrations with the lack of integration available from Zoho Inventory/ books to CRM.... CRM can dangerously dominate the finance (books) and warehouse (inventory) modules with incomplete/incorrect information, tail wagging the dog.....
1) For Zoho Inventory/Books users, it would be useful that these modules can update CRM in a one way sync, rather than having the potential input errors of CRM allowed onto the all important Finance / Stock modules of Zoho Books/Inventory. At the moment the options are CRM only populates Books/Inventory, or sync both ways.
2) Expand the integrations options so ALL 'items' fields can be synchronised with CRM.
That would at least make the products section of CRM useful for Zoho Inventory and Books users.
3) Sales Order Processing (SOP) and Purchase Order Processing (POP) are fine with Zoho Inventory, much better than CRM. BUT we know we can't sync the SO's, PO's dispatches etc, etc....So my suggestion for these are off topic as relate to (probably) a complete re-think of how CRM works with other Zoho products.
My basic thoughts are that a lighter version of CRM is required . Books/Inventory have become 'higher authority' elements than CRM, and CRM is now needed to act as a more simple front end to link Books/Inventory/Reports/Mail etc. etc..
I guess I am waiting for a Zoho suite which does all this in one package maybe, maybe...?
Absolutely the reason we are trying Zoho inventory/books is as described below: we are manufacturers who have used Zoho for a while for its exceptional CRM. The reason we like Zoho CRM is it is so clean and easy to use. We are considering moving from quickbooks to zohobooks/Inventory because we want better integration with our tools. This is a big deal not to be able to seamlessly use both tools. We already have disconnected tools today with zoho crm and quickbooks. But to be honest quickbooks is a little more robust for manufacturers. If you have no plans to improve the integration between the CRM and inventory modules, it will be difficult for you to win our business outside of the CRM. This tight clean integration with appropriate ability for customization of the data needs to happen. What is the reason to use the inventory module if not for that?
Sure. Will keep you posted on the updates.
Thank you for the clarification. Please, consider the case of users using Zoho CRM fro creating Leads, Quotes and Sales and Inventory to fulfill them in a seamless integration and synchronization. Thanks.
It's a pity. Are you planning to include all the functionality of Zoho CRM Sales Orders (custom fields, automatization, rules, links, Inventory Templates, etc.) in Zoho Inventory Sales Orders? We are large users of Zoho CRM and Zoho Reports but the fragmentation and lack of seamless integration between Zoho CRM and your others products (Books, Inventory, etc.) limits the adoption of the laters. What is you roadmap on this?