Products Created In CRM aren't being tracked for Inventory
As many users, I started my journey with Zoho using CRM. I've used many of it's customization and automation features, but we haven't been able to adopt their accounting software as Quoting / Sales Orders.
In my latest attempt, I tried to continue using CRM as my primary software, and send some Sales Orders to Books via deluge. My goal is to then, create PO's in books and invoices as well as to track inventory, and make our staff aware not to place new orders, if we have stock in hand.
the only problem with this approach is that the products I created in CRM aren't being setup to track inventory on he Finance side. I spoke with support, and there is also no way to set it up by default. So I only have 2 options, either I have to update every new product manually, or I have to create the products in the Zoho finance suite. This second option is not feasible, as creating new products from CRM when creating a quote is a more natural workflow.
Has anyone been able to set anything up in this fashion? this seems like an oversight ...
Topic Participants
Daniel Arambula
Michael Trow
Kevin Flynn
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