Configure Settings and Preferences in Zoho ERP

Once you set up your organisation in Zoho ERP, the next important step is to configure the required settings and preferences. These preferences define how your organisation works in Zoho ERP on a day-to-day basis. By configuring the required settings early, you ensure that Zoho ERP reflects your real business processes.

You can configure preferences like setting up your Organisation Profile, adding required tax rates, managing approvals, and more. This helps you reduce errors, maintain control, and ensure that every team in your business can work confidently within Zoho ERP.

Learn how to configure module-level preferences in Zoho ERP.