Stock without batch context
Total quantity looks healthy. The team still needs to know which lot is available, where it sits and when it expires.
Make batch and location part of the answer.ZOHO FOR PHARMA
Every batch.
Every handoff.
A clearer record.
Connect batch stock, expiry dates, distributor orders and follow-up. Give your operations team answers they can trace—without chasing five separate spreadsheets.
Plan your pharma setup ↗BATCH PASSPORT Illustrative workflow
PRODUCT / SAMPLE SKU
PH–2408
One reference. A connected history.
Received1,200 packs
Available stock840 packs
Expiry31 Aug 2027
WarehouseBengaluru
01 · Purchase receipt
02 · Batch record
03 · Dispatch trail
Sample records shown for illustration.
PRECISION BEHIND THE PROCESSLess searching.
Less searching.
More certainty.
Give the people behind each handoff a shared view.
01 / THE GAPS WE CLOSE
Good products need
connected operations.
Follow-ups with no owner
A distributor request moves between sales, warehouse and accounts. Nobody can see the next action clearly.
Assign responsibility at each handoff.Expiry review comes too late
Ageing lists arrive after the stock review. Decisions depend on manual checks and scattered files.
Bring expiry exposure into regular review.02 / EXPIRY RADAR
See the window.
Plan the next move.
Review batches approaching expiry before planning stock allocation. Agree customer shelf-life requirements, stock status and review ownership before configuring the workflow.
Batch dates are standard Inventory records. Alerts and allocation rules depend on the agreed configuration.
What needs attention?
PH–101
25 days
PH–102
75 days
PH–103
150 days
1 batch falls within this review window. Check usable stock and agreed shelf-life requirements.
Interactive example · Days remaining are sample values.
Where did PH–2408 go?
BATCH PH–2408 → DISPATCH RECORDS
240Distributor A
PH–2408
PH–2408
180Distributor B
PH–2411
PH–2411
120Distributor C
PH–2408
PH–2408
Select the batch to highlight its recorded dispatches.
Sample distribution records · A traceability illustration.
03 / FOLLOW THE RECORD
A batch number.
A useful trail.
When a stock query arrives, start with the batch reference. Trace recorded receipts and dispatches, identify the accounts involved and coordinate the next action with the responsible team.
Traceability depends on complete transaction records and accurate batch entry throughout the process.
04 / CLEARER RELEASE HANDOFFS
Make the next action
visible to everyone.
For a custom approval workflow, show the evidence still needed, who owns the review and the recorded decision. Connect that status to the operational handoff where the agreed integration supports it.
Custom workflow example. Existing validated quality systems remain authoritative where required; scope and validation are assessed separately.
REVIEW DOSSIER / PH–2408
Batch referenceRecorded
Supporting documentsAwaiting review
Assigned ownerQuality team
PENDING
05 / YOUR PHARMA TOOLKIT
Five tools.
A defined role for each.
Choose the apps around your distribution, manufacturing and sales processes.
Zoho Inventory
Know your batches.Batch references, expiry dates, warehouse stock and recorded movements.
Explore the module ↗Zoho Creator
Build the missing workflow.Custom review forms, responsibility tracking and operational approvals.
Explore the module ↗Zoho CRM
Organise distributor relationships.Accounts, enquiries, assigned follow-ups and sales opportunities.
Explore the module ↗Zoho Books
Connect commercial records.Invoices, vendor bills, receipts, credit notes and receivables.
Explore the module ↗Zoho Analytics
See what needs attention.Configured views for ageing stock, sales, outstanding balances and operational trends.
Explore the module ↗06 / HOW WE IMPLEMENT
Build around the work.
Test the exceptions.
Start with the records your team relies on. Agree what moves to Zoho, what stays in an existing system and how the two will communicate.
Talk to our team ↗01
Map the operating model
Review manufacturers, distributors, warehouses, batch records and the existing quality-system boundaries.
02
Prepare the data
Clean item names, pack units, batch references, expiry dates and opening balances before importing.
03
Pilot real scenarios
Test receipts, transfers, partial dispatches, returns, missing data and approval exceptions with your team.
04
Train, reconcile and support
Sign off opening records, train each role and follow up on the issues that appear during everyday use.
07 / SEE THE TOOLS
Explore the products
behind the setup.
Product video references from CFO Angle’s Pharma page. These demonstrate the apps, rather than a completed pharma implementation.
08 / YOUR QUESTIONS
Before we configure.
Can Zoho Inventory track batch and expiry information?
Yes. It can record batch references and manufacturing and expiry dates for batch-tracked items. We confirm subscription availability, transaction entry and report requirements during discovery.
Are quality approvals a standard Inventory feature?
The review shown here is a custom workflow concept. We assess Zoho Creator or connections to your existing quality system separately, including permissions, evidence and validation requirements.
Can you migrate our current batch stock?
We assess the source data first, then map items, units, warehouses, batch references, expiry dates and quantities. Opening records are reconciled before the team starts using the new setup.
Do we need every app on this page?
No. The combination depends on your process. We identify the essential apps, supported integrations and custom work before confirming the scope.
How long will implementation take?
The timeline depends on your locations, data quality, users and workflow complexity. We agree a phased rollout after discovery, with defined testing and sign-off checkpoints.