Gestion des clients et des fournisseurs

Gestion des clients et des fournisseurs



Chaque entreprise accorde une grande importance à ses données clients et fournisseurs et il est désormais essential d'enregistrer les coordonnées de ces derniers pour créer des transactions rapidement et conclure des affaires.
Le module "Clients/ Fournisseurs"de Zoho Inventory vous permet d'enregistrer des détails tels que le nom, l'adresse e-mail, le numéro de téléphone, ládresse de facturation et d'expédition, les informations sur le site web. En complément de ces informations, vous pouvez envoyer des e-mails, consulter les relevés des clients et créer des transactions de vente pour le client dans la page de coordonnées elle-même.

Créer un client/ fournisseur

Il existe plusieurs façons d'ajouter de nouveaux clients/fournisseurs dans Zoho Inventory :

À partir du module "Clients"

  • Sélectionnez le module "Clients" dans le panneau de gauche.
  • Cliquez sur "+ nouveau".
  • Saisissez les informations du client.



  • Sous la section "Autres détails", vous pouvez saisir la devise et les conditions de paiement du client. Cette section comprend également des éléments permettant de saisir les détails des taxes et les liens vers les médias sociaux officiels de votre client.
  • L'onglet "Adresse" vous permet de saisir les adresses de facturation et d'expédition de votre contact. Si l'adresse d'expédition est la même que l'adresse de facturation, cliquez sur "Copier l'adresse".
  • L'onglet "Personnes à contacter" vous permet d'ajouter des coordonnées supplémentaires de votre client.
  • Sous l'onglet "Champs personnalisés", vous pouvez afficher les champs que vous avez ajoutés dans votre préférence de contact. Les champs personnalisés sont des champs supplémentaires que vous ajoutez pour inclure des informations complémentaires concernant votre client. Avant de pouvoir ajouter ces informations ici, vous devez créer des champs personnalisés dans la section "Préférences".
  • Sous l'onglet "Remarques", vous pouvez ajouter des notes sur ce client donné pour votre référence interne.



À partir du module "Fournisseur"

  • Sélectionnez le module "Fournisseur" depuis le panneau de gauche.
  • Suivez les étapes comme indiqué ci-dessus et enregistrez.

Créer des clients/ fournisseurs à partir d'une transaction

  • Prenons un exemple, vous avez rempli les informations de la commande mais vous n'avez pas créé un client/fournisseur plus tôt.
  • Créez une nouvelle transaction depuis l'onglet "Commande Client"/ "Bons de commande".
  • Cliquez sur la liste déroulante dans le champs "Nom du client" / "Nom du fournisseur".
  • Sélectionnez l'option "+ Nouveau client" / "+ Nouveau fournisseur".
  • Suivez les étapes comme indiqué ci-dessus et enregistrez.


Importer des clients et des vendeurs

Si vous migrez d'un système existant vers Zoho Inventory, vous pouvez importer tous vos contacts sous la forme d'un fichier .CSV ou .TSV. La limite de fichier est de 1 MB.

Importer depuis Zoho Books

Les applications Zoho Inventory et Zoho Books sont parfaitement intégrées : toutes vos données seront synchronisées, c'est-à-dire que lorsque vous ajoutez un nouveau contact dans Zoho Books, le contact sera disponible dans Zoho Inventory et vice-versa.

Importer depuis Zoho CRM

Zoho Inventory peut être intégré avec votre compte Zoho CRM. En utilisant cette intégration, vous serez en mesure de synchroniser vos comptes, contacts et fournisseurs dans Zoho CRM, avec le module de contacts dans Zoho Inventory. Il s'agit d'une intégration bidirectionnelle. Ainsi, lorsque vous convertissez un prospect en client dans Zoho CRM, il est automatiquement ajouté comme client dans Zoho Inventory lors de la prochaine synchronisation. De même, lorsque vous obtenez un nouveau client dans Zoho Inventory, ce client est ajouté à votre base de données Zoho CRM.

Page de détails des clients et des vendeurs

Cette page donne un aperçu des détails essentiels d'un client/fournisseur tels que le nom, l'adresse e-mail, le numéro de téléphone, l'adresse, les personnes de contact, le résumé de la transaction et les activités récentes. Vous pouvez également créer des transactions, enregistrer des paiements, envoyer des e-mails et des relevés à partir de cette page.



L'équipe Zoho France

    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources

                                                • Sticky Posts

                                                • Collaboration sans faille avec Zoho One

                                                  Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Can you modify "Last Activity Time" in deluge? If so what's the field name?

                                                                                                    I need to perform some bulk modifications on records in the Leads module, but I need to avoid changing the "last activity time" or "date modified" because I am using those fields to filter and sort leads for follow-up action. I cannot find an answer anywhere

                                                                                                  • Included in Zoho One?

                                                                                                    Will LandingPage eventually be included in Zoho One?

                                                                                                  • Console error with widget in View mode, not present in Edit Mode with ZOHO.CRM.API.updateRecord(config)

                                                                                                    hello i have that function to update an account records (from a widgets created with sigma) function handleCopyButtonCRMClick() { console.log('handleCopyButtonCRMClick'); /* * Fetch Information of Record passed in PageLoad * and insert the response into

                                                                                                  • Calendar - "pop up" locations

                                                                                                    One of the attractive features of google calendar and outlook calendar is that locations for events will start to automatically populate the location drop down menu as you type. Adding this feature to zoho calendar would be the final feature i need.

                                                                                                  • How to see changes with ZOHO.CRM.API.updateRecord(config) without reload page

                                                                                                    hello got a widget in account, trigger with a button i copy data to account when click on a button, in my popup All is working well. But i need to reload the page to see the update. How can i see the changes without reloading page, only when close the

                                                                                                  • Reports - custom layout - duplicate report

                                                                                                    Do you also have this problem and what is the possible solution? I duplicate a report that has a "custom layout". Unfortunately the custom layout is not duplicated. To be improved for a future release by Zoho. I export the custom layout and import it...

                                                                                                  • Select CRM Custom Module in Zoho Creator

                                                                                                    I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

                                                                                                  • Zoho LandingPage is integrated with Zoho One!

                                                                                                    Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

                                                                                                  • LinkedIn verification link and otp not receiving

                                                                                                    For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward

                                                                                                  • Unlocking New Horizons: A Year in Review

                                                                                                    As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

                                                                                                  • 2024 Wrap: Rediscover these features and enhancements in Zoho CRM

                                                                                                    Hello everyone! I wish all of you a joyful and prosperous 2025! As we welcome 2025, I’m excited to share a recap of the year 2024 and highlight some of the coolest new features and enhancements we’ve added to the Zoho CRM platform. Last year, we announced

                                                                                                  • A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks

                                                                                                    Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit time

                                                                                                  • "Mark as Spam" not working as expected

                                                                                                    Dear support, in the below scenario, clicking on "Mark as spam" identifies only the first of the checked emails as spam, removes that email from the visible list and leaves the rest of the list still visible & unchecked. I've tried check-marking them

                                                                                                  • Upgraded to Zoho One but Zoho Meeting still says Free Plan

                                                                                                    I signed-up for the Zoho One plan. When exploring the applications included, I came across a problem with Zoho Meeting. It says it's the free plan. I emailed support but they sent me a link that doesn't work and, when I found the article on my own, it

                                                                                                  • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                                                                                    Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

                                                                                                  • Self Client Authorization Issue

                                                                                                    Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"

                                                                                                  • This mobile number has been marked spam. Please contact support.

                                                                                                    Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

                                                                                                  • Update Candidate Status Through Workflow in Blueprint

                                                                                                    Hi Team,  We have a blueprint built out with custom functions that update particular fields based on candidate actions. When particular fields are updated we need to move the candidate forward in the blueprint. We tried to do this through a workflow,

                                                                                                  • Zoho Canned respond do have a huge lag issue.

                                                                                                    Previously the Zoho canned respond works perfectly ... on once server update and all the Canned respond enconter huge lag... in the end cause most of the canned respond just shown code with /xxx and not the sentence....

                                                                                                  • Pay Contractor Timesheets

                                                                                                    I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?

                                                                                                  • ShipStation and Zoho Inventory

                                                                                                    Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts

                                                                                                  • Saving slide elements

                                                                                                    I have created grouped items including text and animation that I want to use in later slides. (Like an animated logo) Is there a way to save these grouped elements in my library?

                                                                                                  • Are downloadable product available in Zoho Commerce

                                                                                                    Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice

                                                                                                  • Function #10: Update item prices automatically based on the last transaction created

                                                                                                    In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

                                                                                                  • Writing on sketch cards is bugged when zoomed in

                                                                                                    When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.

                                                                                                  • Move site from WIX to ZOHO Sites

                                                                                                    I have a simple website on WIX.  I am wondering if someone is available to help me move this website - https://www.videothreezero.com/ to ZOHO.  Michael  Boston

                                                                                                  • zoho calendar week view - "super compact by default"

                                                                                                    every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?

                                                                                                  • Move a Contact from Current Account to a NEW Account

                                                                                                    I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and had this functionality20+ years ago in other CRMs.  In the real world people move from one organisation to another. In the sales, finance and technical world it is nice to see the communication history with that person in their old account and also

                                                                                                  • Change work hours per day for employees

                                                                                                    Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.

                                                                                                  • Zoho CRM Automation Help: Send Email When Fault is Marked as Done & Module Relationships

                                                                                                    Hi everyone, I have the following User-Created Modules in Zoho CRM: Clients Assets Faults Handymen Every client can have multiple assets. Every asset can have multiple faults. Every fault is assigned to one handyman. What I Want to Achieve: ✅ I want to

                                                                                                  • Adding New Domain to Zoho mail

                                                                                                    Hi, I have one Zoho account already called for example "Awesome Animals". Under this account I have one domain already setup with zoho mail, example: - awesomecats.com I have another website as well which I want to add under this "Awesome Animals" account,

                                                                                                  • I cannot receive emails.

                                                                                                    I need help, I've tried everything but I still can't receive emails from other people. I can send it but I can't receive emails, When I created the email it was all in order and suddenly I can't get emails from anyone anymore.

                                                                                                  • Incoming Gmail Email Not Coming Into Zoho

                                                                                                    My outbound email from Zoho is working, but when people respond to the email, it's not coming back into Zoho. I can see it when I'm in Gmail, but it's not in Zoho.

                                                                                                  • Não foi possível enviar a mensagem;Razão:554 5.1.8 Email Outgoing Blocked.

                                                                                                    Preciso de ajuda não consigo enviar emails,conta recen criada

                                                                                                  • ERROR_CODE :554, ERROR_CODE :rejected due to spam

                                                                                                    Please verify bounce message: This message was created automatically by mail delivery software.  A message that you sent could not be delivered to one or more of its recipients. This is a permanent error.  xxx@thalesesec.com Error, ERROR_CODE :554, ERROR_CODE :rejected due to spam content yyy@thalesesec.com Error, ERROR_CODE :554, ERROR_CODE :rejected due to spam content  Received:from RMRPC (190.102.146.226 [190.102.146.226]) by mx.zohomail.com with SMTPS id 1376415816667533.3706558194896; Tue,

                                                                                                  • Request to Customize Module Bar Placement in New Zoho CRM UI

                                                                                                    Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive

                                                                                                  • Expand Zia's Language Support and AI Capabilities

                                                                                                    Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English language, while other AI agents such as Gemini, ChatGPT, and Claude can work with a

                                                                                                  • Average Costing / Weighted Average Costing

                                                                                                    Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

                                                                                                  • Links in Instagram

                                                                                                    Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images

                                                                                                  • Zoho Social integration with Zoho Flow

                                                                                                    Is there any plans for Zoho Social integration with Zoho Flow?

                                                                                                  • Next Page