Working with the Inventory modules in Zoho CRM Android app
Inventory modules allow you to manage your pre-sales and post-sales business inventory needs in the same platform as your sales. The Inventory modules include Products, Price Books, Vendors, Sales Orders, Quotes, Invoices, and Purchase Orders.
Products module
Products module lets you create product records with detailed information to help your sales and purchasing teams collaborate better.
For example, fields such as Product Name, Product Category, Qty Ordered, and Qty in Stock help your users track product availability.
To create a new product
- Tap the More icon (
) > Products.
- Enter the product details in the Add Product page.
Tap Show all fields to view all fields in the layout.
To clone a product
- Go to the Products module and tap on a product name.
- Tap the More icon (
) and tap Clone.
- Edit or add information to the cloned record as needed.
- Tap the
icon.
To edit a product
- Go to the Products module and tap on a product name.
- Tap the
icon.
- Make the required edits.
- Tap the
icon.
Associating products with records
In addition to entering product details, you can create a 360-degree view of the product by associating with other records in your CRM. Add associated records such as support tickets, open activities, history of completed activities, attachments, notes, and more.
To associate a product with other records
- Go to the Products module and tap on a product name.
- In the product's Related List page, tap the add icon next to the related item you want to associate with the product.
Price books module
Price books are digital catalogs used to sell products at different prices, based on your agreed terms with a particular customer.
To create a price book record
- Tap the More icon (
) > Price Books.
- Tap the add icon (
) and enter the name and pricing details.
- Choose the Pricing Model:
- None: To define the pricing model with no discount.
- Flat: To define a pricing model with a specific discount.
- Differential: To define different levels of discount for different customers for the same product.
For example, customers purchasing 101–200 units get a 10% discount, but customers purchasing 201–300 units get a 15% discount on the same product.
To clone a price book
- Go to the Price Books module and tap on a price book.
- Tap the
icon and tap Clone.
- Edit or add information in the cloned record as needed.
- Tap the
icon.
To edit a price book
- Go to the Price Books module and tap on a price book.
- Tap the
icon.
- Make your edits on the Edit Price Book page.
- Tap the
icon.
Vendors module
Vendors are the companies, individuals, or contractors who supply goods to your organization.
To create a vendor
- Tap on the More icon (
) > Vendors
- Tap the
icon and enter the vendor details such as name, email, phone etc.
- Tap the
icon.
To clone a vendor
- Go to the Vendors module and tap on a vendor's name.
- Tap the
icon and then tap Clone.
- Edit or add information to the cloned record as needed.
- Tap the
icon.
To edit a vendor
- Go to the Vendors module and tap on a vendor record.
- Tap the
icon.
- Make the required edits on the edit vendor page.
- Tap the
icon.
To associate vendors with other records
- Go to the Vendors module and tap on a vendor record.
- On the vendor's related page, tap the
icon next to the related item you want to associate with the vendor.
Sales orders module
Sales orders are confirmation documents for sales that are generated after the customer sends a purchase order based on your quote.
They are used by the inventory or production department to see what needs to be shipped out and when. The sales orders module contains the SO number, date, line items (products) including their quantities and prices based on the PO, billing address, shipping address, and the terms and conditions of the sale.
To create a sales order
- Tap the More icon (
) icon > Sales orders.
- Tap the
icon and enter the details.
- Tap + Ordered Items in the Ordered Items field to enter product details.
Tap a product name to select it or search for the product in the Products module. To create a new product, tap theicon.
- Manually enter a price in the List Price field. To import prices from the Price Books module, tap the $ icon and choose a price book. Enter the other amount, discount, and tax details and tap the
icon.
- Enter the Address, Ordered Items, Terms and Condition, and Description.
- Tap the
icon.
To clone a sales order
- Go to the Sales Orders module and tap on an order.
- Tap the
icon and tap Clone.
- Edit or add information to the cloned record as needed.
- Tap the
icon.
To edit a sales order
- Go to the sales order module and tap on an order.
- Tap the
icon.
- Make the necessary edits on the edit sales order page.
- Tap the
icon.
To associate a sales order with other records
- Go to the sales orders module and tap on an order.
- On the sales order's Related page, tap the
icon next to the type of record you want to associate with the sales order.
Quotes module
Quotes are documents used to process an order with a specified time frame and for an agreed price. They usually contain comprehensive details about the order including a quote number, date, line items (products), including their quantities and prices based on your Price Books, and the terms and conditions of the sale.
To create a quote
- Tap the More icon (
) icon > Quotes.
- Tap the
icon and enter the details in the add quote page.
- Add related details such as the deal, account, carrier, and contact name in quote Information.
- Add the billing and shipping addresses in address Information.
- Tap +Quoted Items in the Quoted Items field to enter product details. Tap a product name to select it or search for the product in the Products module. To create a new product, tap the + icon.
- Add Terms and Conditions and Description if required.
- Tap the
icon.
To clone a quote
- Go to the Quotes module and tap on a quote.
- Tap the
icon and tap Clone.
- Edit or add information to the cloned record as needed.
- Tap the
icon.
To edit a quote
- Go to the Quotes module and tap on a quote.
- Tap the
icon.
- Make the necessary edits on the Edit Quotes page.
- Tap the
icon.
To associate a quote with other records
- Go to the Quotes module and tap on an order.
- In the quote's Related page, tap the
icon next to the type of record you want to associate with the quote.
Invoices module
In sales, an invoice is a statement issued to the customer by the vendor. This is usually sent during the final phase of a deal when you start working on the payment procedure.
To create an invoice
- Tap the More icon (
) > Invoices.
- Tap the
icon and enter the details in the add invoice page. To view all sales order fields, tap Show all fields.
- To clone an invoice
- Go to the Invoices module and tap on the invoice.
- Tap the
icon and tap Clone.
- Edit or add information in the cloned record as needed.
- Tap the
icon.
To edit an invoice
- Go to the Invoices module and tap on the invoice.
- Tap the edit icon.
- Make the necessary edits on the edit invoice page.
- Tap the
icon.
To associate invoices with other records
- Go to the Invoices module and tap on the invoice.
- Tap the
icon next to the option you want to associate with the invoice.
Purchase orders
Purchase orders are placed when procuring products or services from your vendors. They are legally binding documents that protect the interests of both the vendor and the buyer. In general, a purchase order (PO) contains the PO number, date, line items (products) including their quantities and prices based on the sales quote, the buyer's billing address and shipping address, and the terms and conditions of the sale.
To create a purchase order
- Tap the
icon in your Zoho CRM app.
- Tap Purchase Order.
- Tap the
icon and enter the details in the add purchase order page.
To clone a purchase order
- Go to the Purchases module and tap on a purchase.
- Tap the
icon and tap Clone.
- Edit or add information in the cloned record as needed.
- Tap the
icon.
To edit a purchase order
- Go to the Purchase Orders module and tap on an order.
- Tap the
icon.
- Make the necessary edits on the edit purchase order page.
- Tap the
icon.
To associate purchase orders with other records
- Go to the Purchases module, and tap on an order.
- Tap the
icon next to the type of record you want to associate with the product.
some of the standard fields may not be visible or editable depending on your organization's permission.
If you want to add or modify fields, please contact your System Administrator
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