The challenge
Stock was counted manually per warehouse and reconciled monthly. Sales quoted from numbers that were up to four weeks old, and stockouts were discovered at picking.
Objectives
- One live stock figure across both warehouses
- Reorder alerts before stock runs out
- Stock visible at the point of quoting
- End the monthly manual reconciliation
What we built
Zoho Inventory configured across both warehouse locations, connected to Books and CRM so stock, orders and invoices move together.
Technology
Zoho Books · Zoho CRM · Zoho Inventory
How it was delivered
- Both warehouse locations modelled with transfer handling
- Reorder points and low-stock alerts configured
- CRM integration so sales see stock while quoting
- Books integration for automatic cost and invoice posting
Outcomes
- Stock figures are live rather than four weeks old
- Reorder happens before the shelf empties
- Monthly manual reconciliation retired