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



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.

Zoho Inventory (With inventory)

Features available in Zoho Inventory

Item Creation
Sales Invoice
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



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

2. Sales Invoice

The invoice will be synced to Zoho Inventory

Navigation: Zoho Inventory → Sales → Invoices



The refunded invoices will be synced to credit notes

Navigation: Zoho Inventory → Sales → Credit Notes



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

Navigation: Zoho Inventory → Sales → Customers

3. Stock procurement & maintenance in zoho

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

Navigation:Zoho Inventory → Purchases → Purchase Order



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

Updated on: 13/03/2023