Hi everyone!
I have a small service business based in the UK. We mostly on 'on site' work.
Our workflow is essentially:
Incoming enquiry from a number of sources (phones, social media, email).
Quote project (large range of items from large amount of suppliers)
Win Quote
Attend project and install the quoted materials/services
Currently we dont do any form of stock/sku management.
Ive signed up to ZoHo One on a trial.
But im unsure where to start!
Ive basically created some contacts in CRM (but unsure whether i should have created accounts rather than contacts?!).
I went to create a quote. Where this asked for products it wanted manual SKUs entering, a quick google shows ZoHO Inventory can automate the SKU process?
So should i populate ZoHo Inventory first?
I'm just unsure of where to start basically!