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Service · ERP Implementation

ERP implementation on Zoho

We connect sales, purchase, inventory, finance and HR on Zoho so each department works from the same data. Where your process needs something Zoho does not offer as standard, such as production planning, we build it on Zoho Creator.

Delivered by
Zoho-certified consultants
Main apps
Zoho One, Zoho Books, Zoho Inventory
Engagement
Fixed price, T&M or project-based
Regions
India, GCC, Africa and remote
Overview

What is an ERP on Zoho?

An ERP (enterprise resource planning) system connects the core parts of a business: sales, purchase, stock, production, accounts and people. Zoho does not sell a single ERP product. Instead, an ERP is built by connecting Zoho CRM, Zoho Books, Zoho Inventory and Zoho People, and adding custom modules on Zoho Creator for processes specific to your business.

Who it is for

  • Trading and distribution companies with several warehouses
  • Manufacturers that need purchase, production and dispatch connected
  • Businesses that have outgrown Tally or a basic accounting tool
  • Groups with more than one company or branch
How it works

Order-to-cash and procure-to-pay in one system

  1. Sales orderCreated in Zoho CRM or Books
  2. Stock checkLive availability in Zoho Inventory
  3. PurchasePO raised if stock is short
  4. ProductionCustom module where needed
  5. DispatchPicked, packed and delivered
  6. InvoicePosted to Zoho Books with tax
  7. PaymentCollected and reconciled
How a sales order moves through connected Zoho apps, from the customer order to payment.
Before and after

What changes day to day

AreaBeforeAfter, in Zoho
StockCounted and updated in spreadsheetsUpdated in Zoho Inventory with every receipt and dispatch
PurchaseRaised when someone notices a shortageReorder levels trigger purchase requests
ProductionTracked on paperWork orders and consumption recorded in a Creator module
AccountsEntries re-typed from other teamsInvoices and bills posted from sales and purchase
Management viewSeparate reports from each teamOne set of figures across departments
Key capabilities

What's included

Finance & sales

  • Quote to invoice to payment
  • Multi-company setups
  • Tax compliance by country
  • Credit control

Purchase & inventory

  • Purchase orders and approvals
  • Multi-warehouse stock
  • Batch, serial and expiry tracking
  • Reorder levels

Operations & HR

  • Custom operations modules on Creator
  • Attendance and payroll
  • Approvals with audit trail
  • Mobile apps for field and floor

Reporting & automation

  • Management dashboards
  • Scheduled reports
  • Cross-app workflows
  • Integration with existing systems
Case study

From a similar project

FAQ

Common questions

Still unsure? Ask us directly.

Is Zoho a real ERP?

Zoho One combines Zoho Books, Inventory, CRM, People, Creator and more on shared data, which covers ERP needs for most small and mid-sized businesses. Where a process is unique, Zoho Creator lets us build it on the same platform.

Can we keep part of our old system?

Yes. We can replace it in stages and integrate what remains, so the business keeps trading while the change happens.

How do you avoid disruption at go-live?

Phased rollouts and full mock runs using a real business day's transactions before each department goes live.

What happens if our process is unusual?

That is common. We model it on Zoho Creator, connected to Zoho Books and the other apps, rather than changing how your business works to fit the software.

Planning an ERP on Zoho?

Tell us how orders, stock and accounts move through your business today.