About This Guide

This guide is designed to provide a structured overview of Zoho ERP and explains how its modules, features, and workflows work together to support your business operations. It helps you understand key concepts, navigate through the system efficiently, and apply the functionality to their daily tasks.

The guide presents information in a task-oriented and concept-driven manner. Each section first explains the business concepts behind a process and then shows how Zoho ERP supports and implements that concept within the app. Wherever necessary, the guide provides clear explanations along with step-by-step instructions or practical applications.

This guide is intended for:

• Businesses who perform daily operational tasks.
• Functional consultants who configure or manage ERP modules.
• System administrators responsible for system maintenance and access control.
• New users who seek an introduction to Zoho ERP and its workflows.

How This Guide Is Organised

This guide is organized into the following sections:

• Introduction & Overview: It provides a high-level overview of a module. It explains the purpose of the module, its role in Zoho ERP, and how it supports business processes. This section helps you understand when and why the module should be used.
• Understanding Modules: Explains key features and components of the module. It helps you understand how the module works and how it connects with other modules in Zoho ERP. By reading this section, you can gain a foundational understanding of the module before performing any tasks within it.
• Tasks Performed In a Module: Highlights common tasks you perform in the module. It provides clear, step-by-step instructions to help you complete daily activities efficiently.
• Module’s Reports: Lists the reports that are available in the module. It explains what each report shows and how you can use the data to monitor operations, track performance, and support business decision-making.
• Troubleshooting Guide: Identify common issues specific to the module, and helps you resolve them. The goal of this section is to help you resolve problems quickly, reduce errors, and minimize operational downtime.

How To Use This Guide

You’re encouraged to:

• Read the conceptual sections to understand how Zoho ERP supports business processes.
• Follow task-based instructions to complete specific actions.
• Refer to examples, notes, insights, and more to avoid common errors.
• Use this guide as both a learning resource and an ongoing reference for your daily operations.