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Zoho Inventory Integration

Zoho Inventory Integration


Zoho account Authorization


To integrate Zoho account, we need to do authorization.


Navigation: Pos Backend → Settings → Accountings → Zoho Books → Install → Choose Zoho Inventory in the Select Mode → Enter the domain & Organization ID → Authorize → Accept → Save


Zoho Integration


Select Mode: Choose Zoho Inventory


Domain: Zoho Book domain such like .com /.in /.co.za


Organization ID: We need to enter the Zoho books organization ID.




Once the authorization is completed successfully, your Zoho Book account has been integrated with Posbytz Software.
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Zoho Inventory (With inventory)


Features available in Zoho Inventory


  1. Item Creation
  2. Sales Invoice
  3. Stock procurement & maintenance in Zoho

    We mostly suggest to use this model in Grocery / Retail business. In this model, Sale invoice will sync to Zoho Books & item creation, inventory stock adjustment will maintained in the Zoho. Item inventory will update from Zoho to Posbytz.


To work with this model, we need to configure the webhooks & workflow in Zoho.


To configure and setup the integration. Kindly contact support@posbytz.com


Once the configuration is done, Do a sale in the POS



1. Item Creation


The items can be created and maintained in the Zoho Inventory


Navigation: Zoho Inventory → Inventory → Items


Item


The created items will be reflected in the POS.


After the integration the sync needed to be done in the Posbytz backend to fetch the items in bulk from Zoho Inventory


Navigation: Pos Backend → Settings → Accountings → Zohobooks → Sync


Sync


2. Sales Invoice


The invoice will be synced to Zoho Inventory


Navigation: Zoho Inventory → Sales → Invoices


Invoices


The refunded invoices will be synced to credit notes


Navigation: Zoho Inventory → Sales → Credit Notes


Credit Note


If the customer details added during the sale in POS, it will be synced to Zoho Books


Navigation: Zoho Inventory → Sales → Customers


Customers


3. Stock procurement & maintenance in zoho


The Purchase order & inventory maintenance can be done in zoho Inventory


Navigation:Zoho Inventory → Purchases → Purchase Order


Purchase Order


To configure and setup the integration. Kindly contact support@posbytz.com


Updated on: 13/03/2023

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