People
This module brings all the individuals who work with your business into one place, from payroll employees to salespersons, with roles built around how they contribute.
Employees
Employees are full-time members on your payroll. Onboard and manage their personal information, process salaries, and reimbursements in one place.
Contractors
Contractors are external contributors you work with for specific tasks. They are tracked separately to manage costs and records.
Salespersons
Salespeople are team members focused on leads, sales, and commissions, with workflows designed for distribution and retail selling.
Workers
Workers are involved in operational or production work in a manufacturing unit. They can be mapped to job cards and given limited ERP access to carry out their tasks.
Items
These represent the goods you buy and sell or the services you offer. Add items once and track stock automatically as you purchase from vendors or sell to customers.
Items
These represent the goods you buy and sell or the services you offer. Add items once and track stock automatically as you purchase from vendors or sell to customers.
Plans
Plans let you define how items are priced and billed. Create and manage multiple plans for an item to match different pricing models and business needs.
Addons
Extend your plans with optional items or services, billed separately as one-time or recurring charges. For example, include maintenance or installation as add-ons to machinery sales.
Coupons
Apply discounts using coupons at the item or transaction level, with flexible rules for redemption limits and validity periods.
Bill of Materials
Define how products are made using Bills of Materials. Associate the item to be produced, list components, manage production steps such as casting or assembly, and specify the work center.
Inventory
Inventory unifies everything you need to store, move, assemble, ship, and track stock accurately across your warehouses.
Packages
Create and assign package slip numbers to items in your sales orders and track consignments through packing, shipping, and delivery stages.
Shipments
Ship orders from ERP using manual methods or powerful carrier integrations. Fetch shipping rates, dispatch goods, track shipments, and manage deliveries in one place.
Assemblies
Build finished goods by assembling multiple components. For example, combine tabletops, screws, and legs to create a dining table, while automatically updating final stock.
Transfer orders
Move inventory between warehouses using transfer orders. Track item movement clearly and keep stock levels updated without manual adjustments.
Move orders
Use move orders to shift inventory within a warehouse, such as moving stock between bins during decluttering or space reorganisation.
Picklists
Generate picklists to guide warehouse staff on what items and quantities to pick from a specific warehouse to fulfil orders.
Putaways
Putaways cover the steps involved in storing goods after they are received from a vendor. It help ensure items are stored correctly and recorded in the warehouse.
Inventory adjustments
Keep inventory accurate by adjusting quantities and values when stock changes outside regular transactions. Update serial or batch items, record reasons, and view adjustment history.
Stock counts
Verify physical stock against system records using Stock Counts. Create counts, assign them to users, capture actual quantities, review differences, and adjust inventory with ease.
Manufacturing
Manage the complete manufacturing lifecycle in one place. Plan production, create manufacturing orders, release job cards, and track shopfloor progress with complete visibility.
Manufacturing orders
Create manufacturing orders to plan and produce items. Specify the item and quantity, link the bill of materials, and release job cards for execution.
Job cards
Use Job Cards to plan and track manufacturing work. Create job cards for each operation, assign them to work centers, and monitor progress using planned versus actual time.
Shopfloor
It helps you manage day-to-day production on the shop-floor. Set up multiple work centers, monitor planned vs actual progress, and track work using a live time clock.
Quality
Manage quality across your operations with this module. Set up templates and rules, inspect manufactured or purchased items, and record results to maintain standards.
Quality templates
Standardize quality checks by creating reusable quality templates. Define inspection types, sample rates, and inspection guidelines to ensure consistent quality control.
Quality rules
Define quality checks for items to enforce consistent standards. Apply quality rules to specific transactions, link them to quality templates, and track results through activity logs.
Quality inspection
Inspect manufactured and purchased items against defined quality rules, record pass or fail outcomes, and ensure only compliant products move through the system.
Inspection worklist
This lets you carry out quality checks defined in your quality templates. Inspectors record results, compare items to standards, and confirm compliance with allowed failure limits.
Sales channels
Zoho ERP's Sales Channel acts as your retail POS, enabling you to process walk-in sales, manage registers, and track cash and inventory in real-time.
Registers
They represent physical billing counters in retail stores. Every sale, payment, and cash movement is recorded here to create a clear, auditable flow across users and sessions.
Sessions
Use sessions to track register usage during a billing period. Each session starts when a register is opened and ends on closure, recording cash in and out, sales, and any cash differences.
Cash management
Record and manage non-sale cash transactions in your retail store here. For example, log cash added to the register or withdrawn for store expenses.
Retail sales
Process walk-in sales by adding items, applying discounts, collecting payments, and issuing receipts. Each sale updates inventory and the active cash session instantly.
Contributions
Contributions help non-profits organize funds, track donor activity, and manage donations across channels while supporting transparent operations.
Funds
Create and manage funds to track money collected for specific purposes. Use funds to organize donations by programs, projects, or initiatives while keeping records unified.
Donors
Donor is an individual or entity that contributes to your organisation. Link every donation to the donor to track history and report on contributions accurately.
Donations
Manage donations received through multiple channels, along with donor details, purpose, and dates. Track allocation, issue receipts, and stay compliant with Indian tax regulations.
Beat management
This module lets you structure your sales operations by region, route, and visit schedule. Assign teams, map journey plans, monitor execution, and optimize field productivity.
Sales regions
Organize sales operations by defining regions based on geography or business needs. Use regions as the top-level structure to plan routes, assign teams, and track coverage clearly.
Routes
Routes help you plan and manage customer visits within a sales region. Create routes, map journey plans, assign salespeople, and track visit completion with ease.
Journey plans
Create and manage visit schedules for salespersons. Assign routes and beats to guide daily field activities, track planned versus actual visits, and ensure consistent market coverage.
Sales
Simplify order-to-cash management, from quotes to invoices, receipts, subscriptions, and returns, so collections move faster and cash flow improves.
Customers
One powerful repository to manage every customer detail, from contact and tax information to opening and credit balances, for both B2B and B2C.
Quotes
Share quotes quickly and convert approvals into sales orders or invoices, so deals move forward without delays.
Subscriptions
Put subscriptions on autopilot with renewals, payments, and smart follow-ups, so you reduce churn and protect recurring revenue.
Sales orders
Convert quotes into sales orders and move them to invoices or purchase orders as needed, so fulfilment stays on track and billing stays timely.
Invoices
Handle the complete invoicing lifecycle, from issuing regular or recurring invoices. Record payments, track receipts, and maintain invoice preferences, so collections stay timely.
Retainer invoices
Collect retainers from quotes, projects, or the customer portal, and record online or offline payments in one place, so you secure upfront cash and bill smoothly.
Delivery Challans
Generate and confirm delivery challans to ensure smooth deliveries, record returns to keep inventory accurate and convert challans into invoices for faster billing.
Credit notes
Adjust customer balances after returns or billing changes, apply credits to future invoices for faster settlements and processing refunds.
e-Way Bills
Generate e-Way Bills, attach them to transactions, update transporter and vehicle details, cancel or regenerate bills, and extend validity to ensure compliance and smooth logistics.
Payment Links
Collect payments quickly with online payment links. Generate links for invoices or orders, share them with customers, and receive payments directly into your system.
Payment Received
Record and track all payments from your customers in one place. View payments applied to invoices or retainers, and keep a clear record of what has been received.
Sales Receipts
Record sales and payments in a single step when customers pay immediately. Generate and share receipts to keep sales and cash records accurate.
Sales Returns
Process returns smoothly, update inventory automatically, and issue refunds or credit notes without reconciliation hassles.
Purchases
Control procurement end to end, from requests and vendor bidding to orders, receipts, bills, returns, and payments, so you prevent overspending and keep vendor records clean.
Vendors
Centralize supplier details like contacts, addresses, tax information, payment terms, and opening balances, so every purchase starts with the right data.
Expenses
Capture and categorize spend with journal-backed entries that keep your books accurate. Speed up reviews and reporting with imports, custom views, bulk actions, and one-click exports.
Recurring Expenses
Automate repeat expenses so you never miss a bill, entry, or deadline. Set the frequency once, then review, edit, or pause anytime while your books stay consistent.
Purchase Request
Route every purchase need through a structured request so spending stays justified, budgeted, and approved before it becomes an order.
Request for Quotes
Request quotes from vendors, evaluate bids, and finalise the best option. Convert the selected quote into a purchase order.
Purchase Orders
Place clear vendor orders with item, price, and delivery details to avoid rework and disputes. Import POs, mark receipts, and convert them into bills for faster payment.
Purchase Receives
Confirm what vendors delivered, so stock stays accurate and bills match what you actually received. Create receives from POs, update status, and convert to bills.
Purchase Returns
Return items against POs or bills, with stock and payables updated automatically. Record full or partial returns and issue refunds or vendor credits.
Bills
Record what you owe vendors, with due dates and statuses that keep payables clear. Convert POs into bills, capture partial payments, and stay on top of overdue balances.
Recurring Bills
Automate vendor bills that repeat on a fixed schedule, so you pay on time without re-entering the same bill every cycle. Review, edit, pause, or stop anytime while payables stay consistent.
Payments Made
Capture vendor payments and allocate them across one or multiple bills for clean reconciliation. Import payments, record vendor advances, and refund or adjust advances when needed.
Batch Payments
Settle vendor bills in one go by bundling multiple bills into one batch. Approve if needed and mark the batch processed to update payments.
Vendor Credits
Record vendor credits and apply them to bills or refunds, so every credit is used. Split credits across bills and keep the credit trail clear until closure.
Travel and expense
Make travel and expense easy for employees and clear for finance, with policies that guide spending and workflows that speed up reimbursements.
Trips
Set up trip preferences and approval flows, then review and approve trip requests from one place. Add comments and keep a complete request history for audit.
Advances
Issue and track employee advances for trips, keeping spend within limits and reimbursements accurate. See what is unreported vs applied, and edit, void, or delete advances when needed.
Expense Reports
Review all submitted reports across the organisation, reimburse in bulk, and export in formats you need for audits and payouts.
Corporate Cards
Connect cards via direct feed and assign them to employees, so transactions flow in automatically. Review transactions centrally and reconcile spend faster.
Budgets
Allocate budgets by category or user to curb overspending across teams. Compare budget vs actuals with reports, so you spot overruns early and course-correct.
Batch Payments
Bundle reimbursements into one batch, export for your bank portal, and pay everyone at once. Mark it processed to update each report as reimbursed.
Payroll
Make payroll easy for employees and reliable for finance, with automated calculations, clear approvals, and instant access to payslips and tax documents.
Setup Payroll
Add your organisation details, tax IDs, pay schedule, and salary and statutory components to get payroll-ready. Set up prior payroll data so your first pay run stays accurate and compliant.
Pay Run
Process payroll for all or select employees with automated tax and deduction calculations. Record payments and generate payslips once the pay run is approved.
Reimbursements
Approve full or partial claims with comments and pay them out through the next pay run. Set date cut-offs and preferences so reimbursements stay consistent.
Proof of Investments
Collect investment proofs online, review submissions in one place, and approve or reject with reasons. Approved proofs flow into tax and TDS calculations, reducing corrections.
Salary revision
Apply salary changes on time with approvals and effective dates, so payroll stays accurate and audit-ready. Update in bulk, shift the payout month if needed, and generate revision letters.
Loans
Issue employee loans and automate EMI deductions through payroll to keep repayments on schedule. Support perquisite rates and manual repayments when needed.
Giving
Launch donation campaigns inside payroll and let employees contribute to chosen causes. Include eligible contributions in income tax calculations and Form 16.
Documents
Generate and share payslips and payroll documents in one place eliminating HR follow-ups. Retrieve records quickly for compliance and audits.
Time tracking
Capture work hours against projects in one place so costs, timelines, and billable work stay clear. With built-in approvals, invoice only approved time to avoid billing disputes.
Projects
Plan budgets upfront and see where time and money go as work progresses. Invoice directly from billable time entries once timesheets are approved.
Time sheets
Capture every work hour accurately, so project costs and billables never slip through. Get timesheets approved and convert billable time into invoices faster.
Timesheet approvals
Validate hours before billing, so clients pay only for approved work. Collect approvals from managers or customers, with clear comments on rejections.
Accounting
Maintain accurate books and a stress-free month-end with reconciliation and controls that make reporting reliable and audit-ready.
Chart of Accounts
Keep your books clean by categorising every transaction into the right account, so reports and audits stay reliable. Customize your account structure as you grow.
Manual journals
Record accounting adjustments like accruals and depreciation to account for non-operational entries. Keep entries reviewable with supporting notes and a clear audit trail.
Journal templates
Standardise common journal entries so posting stays fast and consistent across teams. Reuse saved formats to eliminate repetitive work and reduce errors
Recurring journals
Automate repeating journals on a schedule, so month-end closes are smoother. Generate entries automatically and publish when you are ready.
Currency Adjustments
Stay aligned with exchange-rate changes by adjusting base currency values for open transactions. Keep multi-currency reporting accurate with recorded adjustments in one place.
Banking
Pull bank transactions automatically via feeds to eliminate manual work and speed up closes. Categorise and reconcile in one place to keep accounts in sync.
Budgets
Allocate spend limits across teams or at a company level to keep costs predictable. Monitor budget vs actuals in real time to catch overruns early.
Transaction locking
Lock past accounting periods to prevent edits, so your books stay final and audit-ready. Allow exceptions through controlled unlocking, without disrupting closed-period reports.
Taxes and filing
Manage all your business taxes and compliance in one place. Automatically calculate GST on sales and purchases, handle TDS on salaries, and create Form 16 for employees.
GST Filing
Configure GST settings and calculate taxes automatically on sales and purchases. Prepare, review, and file all required GST returns, with data pushed directly to the government portal.
Form 24Q
Generate and file TDS on salaries with ease. The module automatically creates a standardised text file from employee salary, TDS, and challan data, simplifying quarterly reporting.
Form 16
Generate and distribute Form 16 for all employees from Zoho ERP. The form reflects TDS and other salary deductions, enabling employees to verify tax payments and dues.
TDS Liabilities
View and track TDS on salary for every employee after a pay run, including the tax amount, applicable tax rate and the due date for payment of TDS.
TDS Challans
Easily record challans for TDS payments and link them to employee liabilities. Track amounts paid, interest, or penalties, and ensure everything is reflected correctly in Form 24Q.
Reports
Reports
Reports provide a full view of business performance, from sales and purchases to inventory, and accounting. Filter, group, and customize reports to see relevant insights and take action.
Documents
Documents
Centralize all your documents in one place. Upload receipts, invoices, and other files, attach them to transactions like bills or expenses, and organize them into folders for easy access.
