Zoho Inventory - Les premiers pas de la configuration

Zoho Inventory - Les premiers pas de la configuration



Le contrôle des stocks permet une visibilité de tous les produits qu'une entreprise possède à un moment donné. Le contrôle des stocks comprend la gestion des nouveaux stocks et ceux vendus. Lorsqu'une entreprise a une vue d'ensemble plus détaillée, elle est en mesure de répondre à la demande des clients plus efficacement et de réduire les coûts associés à la détention de stocks. C'est à dire le contrôle des stocks, la gestion des commandes, des chaînes de distribution et la valeur des stocks.
Dans cet article, nous allons découvrir quelques-unes des configurations de base de Zoho Inventory qui vous permettront de gérer le stock de votre entreprise depuis n'importe où.

Tableau de bord

Le tableau de bord vous donne une image précise des ventes et du rapport de stock de votre entreprise, notamment les commandes que vous avez générées, les articles les plus vendus, le stock acheté auprès de votre fournisseur pour la période sélectionnée et plus encore.


Astuces - Lorsque vous avez intégré Zoho Inventory avec Zoho Books, le tableau de bord de Zoho Inventory inclura également les données de Zoho Books.

Profil de l'organisation

Les informations sur l'organisation sont automatiquement enregistrées lorsque vous faites partie de l'écosystème Zoho One. Néanmoins, pour toute modification ou ajout, vous pouvez le faire depuis l'onglet "Profil de l'organisation" sous l'onglet "Paramètres".

Utilisateurs et rôles

Les utilisateurs peuvent accéder aux modules en fonction de leur rôle. Par défaut, Zoho Inventory vous propose le rôle d'administrateur. Les autres rôles peuvent être créés en définissant les niveaux d'accès et les permissions dans Zoho Inventory.

Créer des rôles d'utilisateur personnalisés

  • Paramètres >> Utilisateurs et Rôles >> Rôles >> Nouveau rôle
  • Saisisez le nom du rôle, configurez les permissions et enregistrez

Ajouter les utilisateurs

  • Paramètres >> Utilisateurs et Rôles >> Tous les utilisateurs >> Inviter un utilisateur
  • Saisissez les détails demandés, enregistrez.

Une invitation est envoyée par e-mail et lorsque l'utilisateur clique sur le lien "Join Account", il peut accéder au portail Zoho Inventory de votre organisation.

Devises

Traitez-vous avec des clients et des fournisseurs de plusieurs pays ? Il est désormais facile de gérer toutes les devises. Il vous suffit de les ajouter ainsi queet les taux de change à votre compte Zoho Inventory.

Devise de base

Il s'agit de votre devise de fonctionnement par rapport à laquelle les taux de change sont proposés dans un pays donné. C'est vous qui la définissez lorsque vous créez votre organisation. La devise de base sera appliquée aux prix de vos articles, à vos transactions (pour autant que le contact ait la même devise) et à vos rapports.
Bon à savoir 
Vous ne pouvez pas supprimer votre devise de base à tout moment. Cependant, vous pouvez la changer s'il n'y a pas de transactions dans votre compte Zoho Inventory. Dès que vous commencez à effectuer des transactions, la devise de base est appliquée de façon permanente à votre organisation.

Ajouter une nouvelle devise

  • Zoho Inventory >> Paramètres >> Devises >> + Nouvelle devise
  • Choisissez la devise, saisissez la symbole, le nom, décimales et enregistrez.

Associer des devises à un contact

Lorsque vous ajoutez un client ou un fournisseur à vos contacts, vous disposez d'un champ de devise dans lequel vous pouvez associer le contact à une devise spécifique. Dans le cas d'un client ou d'un vendeur du même pays que vous, la devise qui lui est associée sera votre devise de base. Par contre, si le client ou le vendeur est d'un autre pays, vous pouvez associer leur devise respective. Elle sera appliquée aux transactions que vous effectuez avec eux.

Activer le taux de change automatique

  • Paramètres >> Devises >> Activer les taux de change
  • Une fenêtre pop-up s'affichera, cliquez sur "OK" et vous avez activé les champs de taux de change.


Ajouter les taux de change de façon manuelle

Pour ajouter le taux de change,
  • Passez sur la devise pour laquelle vous souhaitez ajouter le taux de change.
  • A droite, cliquez sur "afficher les taux de change"
  • Sélectionnez "Ajouter un taux de change"
  • Saisissez les détails demandés, enregistrez


  • Cela peut donner un bon aperçu des fluctuations des taux de change. Vous pouvez également supprimer un taux existant à partir de cette page.

Entrepôts

Zoho Inventory vous permet d'ajouter plusieurs entrepôts. Lors de la création de commandes, vous pouvez choisir l'entrepôt de/vers lequel vous voulez expédier (ventes) ou recevoir (achat) le stock. Vous pouvez également transférer des stocks entre vos différents entrepôts.

Gérer les multi-entrepôts

  • Zoho Inventory >> Paramètres >> Entrepôts >>Activer l'entrepôt multiple
  • Cette section, vous permet d'ajouter les nouveaux entrepôts, de modifier les informations attribuer sous chaque entrepôts, de supprimer celui qui est inactif et de modifier son statut (actif ou inactif).



Limitations des entrepôts

Lorsque vous activez la gestion multi-entrepôts dans Zoho Inventory, tous les entrepôts seront initialement accessibles aux utilisateurs. Pour limiter leurs droits d'accès, vous pouvez mettre en place des limitations et associer les utilisateurs à des entrepôts spécifiques, afin qu'ils ne puissent voir que les détails de ces entrepôts.

Activer les droits d'accès

  • Paramètres >> Entrepôts >> Activer l'entrepôt multiple >> Activer les limites. Seuls les utilisateurs avec l'accès administrateur peuvent activer cette fonction.
  • A partir de la fenêtre pop-up qui s'affiche, choisissez si les utilisateurs peuvent émettre des ordres de transfert vers tous les entrepôts ou seulement vers ceux qui sont autorisés.

  • Allez sur "Configurer les autorisations" depuis l'onglet "Paramètres" à partir d'entrepôt particulier.
  • Dans la fenêtre pop-up, sélectionnez l'option "Seulement les utilisateurs sélectionnés" et depuis la liste déroulante attribuez les utilisateurs auxquels vous souhaitez donner accès à cet entrepôt précis.

  • Vous pouvez également attribuer les entrepôts depuis la section de "Utilisateurs et Rôles".

Lorsque vous avez configuré les autorisations, les changements ci-dessous sont effectifs :
  • Le tableau de bord et les rapports restent non modifiés pour les utilisateurs ayant accès à tous les entrepôts, tandis que, les utilisateurs restreints peuvent uniquement voir les informations sur les ventes et les achats dans le tableau de bord et les rapports des entrepôts autorisés.
  • Les utilisateurs peuvent visualiser les transactions dans la page de liste si celle-ci inclut au moins un entrepôt autorisé. Cependant, ils ne peuvent pas ouvrir une transaction s'ils n'ont pas accès à tous les entrepôts de la liste.
  • Les utilisateurs à accès limité ne peuvent pas voir les détails du stock global dans la page de la liste des articles.
  • Les organisations qui ont des limitations d'entrepôt activées sont indiquées par une icône de verrou à côté de leur nom d'organisation.
  • Les utilisateurs non admins ayant les droits de créer/modifier des entrepôts peuvent :
    • Créer des entrepôts et y attribuer des utilisateurs autorisés.
    • Modifier la liste des utilisateurs autorisés pour les entrepôts auxquels ils ont accès.

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