Sales has to ask for stock.
An enquiry waits while someone checks a spreadsheet or calls the warehouse.
Bring item availability into the order conversation.ZOHO FOR TRADING & DISTRIBUTION
Know what you can sell.
Before you promise it.
Connect customer enquiries, available stock and supplier orders. Give sales and warehouse teams the same starting point for every commitment.
Plan your trading setup ↗STOCK DESK / SELECT A WAREHOUSE
60units available
20units committed
Sample item: Industrial fitting / IF–08.
Each illustrated carton represents 10 units. Faded cartons are committed to existing orders.
FROM ENQUIRY TO FULFILMENTKeep the promise
Keep the promise
connected to the stock.
A practical Zoho setup for the way your trading team works.
01 / EVERY ORDER NEEDS A RELIABLE START
Three everyday gaps.
One connected workflow.
A shortage gets noticed late.
The supplier delivery and purchase order are tracked separately.
Keep ordered, received and pending quantities connected.Customer terms live in memory.
The sales team depends on someone remembering the last agreed price or approval.
Define customer records and an exception process.02 / CHECK WHAT ACTUALLY ARRIVED
A purchase order says 100.
The delivery brings 96.
Record the received quantity against the order and make the difference visible. Give purchasing a clear follow-up before the shortage becomes someone else’s surprise.
Try the receipt comparison. This is an illustrative workflow, not a live stock transaction.
RECEIVING DESK / PO–028
Purchase order100units ordered
Goods received96units counted
Compare the two records to identify the next action.
03 / CLEAR RULES FOR THE NEXT ORDER
Put the checks
where the work happens.
Before the quote
Agree the customer price, unit of measure and item reference. Make special pricing requests visible to the person who can approve them.
Before the purchase
Review what is available, already committed and expected from suppliers. Define replenishment rules around your lead times.
Before dispatch
Confirm the allocated stock, delivery details and required internal approvals. Keep partial fulfilment and pending quantities visible.
04 / YOUR TRADING TOOLKIT
Five apps.
A joined-up operation.
Select the scope around your catalogue, warehouses and customer relationships.
Zoho Inventory
Keep stock connected.Warehouse records, purchase orders and fulfilment in the agreed inventory setup.
Explore the module ↗Zoho CRM
Own the customer relationship.Dealer enquiries, sales follow-up and account context.
Explore the module ↗Zoho Books
Connect business transactions.Supplier bills, sales invoices and outstanding balances.
Explore the module ↗Zoho Creator
Handle your exceptions.Custom approval requests and forms where the standard process needs extending.
Explore the module ↗Zoho Analytics
Review the operating picture.Configured stock, order and purchasing reports from connected sources.
Explore the module ↗05 / HOW WE IMPLEMENT
Get the opening records right.
Then move the daily work.
Map the order cycle
Walk through an enquiry, a purchase receipt and a customer dispatch with the people doing the work.
Clean the catalogue
Agree item codes, units, customer records and warehouse names. Identify duplicates before migration.
Reconcile and test
Validate opening quantities and open orders. Test shortages, partial shipments and returns.
Train and stabilise
Train sales, purchasing and warehouse teams by role. Review the first operating cycle together.
06 / SEE THE PRODUCTS
Explore the tools
behind the workflow.
Product videos referenced on CFO Angle’s Trading page.
07 / BEFORE WE BEGIN
Questions from trading teams.
Can we work across multiple warehouses?
We review your warehouse structure, stock ownership and transfer process, then configure the selected plan around the agreed requirements.
Can we migrate from Tally or spreadsheets?
We assess the available exports, clean the item and customer records, and reconcile opening stock and balances before the agreed cutover.
What about batch or serial tracking?
We identify which items require traceability and test the relevant receiving and fulfilment process in the selected inventory setup.
Will existing dealer or supplier portals connect?
That depends on their available APIs and data access. We assess those connections before including them in the implementation scope.
Can we start with one warehouse?
Yes. A focused pilot helps validate the catalogue, stock movements and team responsibilities before extending the setup.