Configure Modules

Zoho ERP comes with a set of default modules (like Customers and Vendors, Invoices, Bills, Manual Journals, and more) to help you manage core business operations. In addition to these, Zoho ERP also provides additional modules that you can enable to cater your business requirements. These modules help you extend functionality across sales, inventory, payroll, and more.

These modules are grouped under categories for easier access. You can enable only the modules that are relevant to your business. This helps you keep your system simple, avoid unnecessary modules, and tailor Zoho ERP to match your business workflow.

Enable Modules

To enable the additional modules in Zoho ERP:

Go to Settings.
Under Organization Settings, select Configure Modules under Setup & Configurations.
In the next page, select the modules you would like to enable.

Inventory

Picklists: A picklist shows the items and quantities to pick for fulfilling orders. It helps warehouse staff organise and execute picking tasks quickly and reduce errors during fulfilment. Learn more.
Stock Counting: Stock counting lets you manually check and record the physical stock of items and match it with system records. You can create, schedule, and approve stock counts to keep inventory accurate. Learn more.
Inventory Adjustments: Inventory adjustments let you update stock quantities or values for reasons like damage, loss, or stock count results. Use adjustments to ensure your system reflects the true inventory on hand. Learn more.
Packages and Shipments: The Packages module lets you pack items for orders and track their shipment status (not shipped, shipped, delivered). This helps you manage packaging and delivery steps in your fulfilment workflow. Learn more.
Transfer Orders: Transfer orders record inventory moved between warehouses or locations. They help you keep stock levels accurate without manually updating inventory in each location. Learn more.

Sales

Quotes: Create and send professional quotes to customers before they place an order. Convert accepted quotes directly into sales orders or invoices to speed up your sales cycle. Learn more.
Retainer Invoices: Record advance payments from customers as retainer invoices. Apply these advances to future invoices as you deliver goods or services. Learn more.
Sales Orders: Create sales orders once a customer confirms a quote or places an order. Track order fulfilment, backorders, and shipping against these sales orders. Learn more.
Bill of Supply: Create a Bill of Supply for sales where tax is not applicable, such as exempt or non-GST transactions. Learn more.
Sales Receipts: Create sales receipts for payments received immediately at the time of sale. Use this when a customer pays in full at the point of purchase. Learn more.
Payment Links: Generate secure payment links and share them with customers. Customers can pay online directly using the link via multiple payment options. Learn more.
Delivery Challans: Create delivery challans to record the delivery of goods without billing them. Use them when goods are shipped before invoicing or for partial deliveries. Learn more.
Credit Notes: Issue credit notes to customers to record returns, discounts, or refunds. Apply credit notes against open invoices to adjust customer balances. Learn more.

Subscriptions

Subscriptions: Create and manage recurring invoices for subscription-based products or services. Automate billing, track payments, and manage renewals to simplify subscription management. Learn more.

Contributions

Donations: Create and manage donor records, set up funds to track donations for specific purposes, and record donations by linking them to the appropriate donors and funds. Learn more.

Purchases

Recurring Expense: Set up recurring expenses that repeat at regular intervals, such as rent or subscriptions. Automate recording of these expenses to save time and reduce errors. Learn more.
Purchase Orders: Create purchase orders to request goods or services from vendors. Track orders, monitor approvals, and manage deliveries against these orders. Learn more.
Purchase Receives: Record items received from vendors against purchase orders. Ensure your inventory and accounting reflect actual stock received. Learn more.
Recurring Bills: Automate the creation of recurring bills for regular vendor payments. Reduce manual entry and maintain consistent accounting records. Learn more.
Batch Payment: Pay multiple vendor bills at once using batch payment. Save time and simplify bank reconciliation for multiple payments. Learn more.
Purchase Request: Submit purchase requests for approval before creating purchase orders. Learn more.
Purchase Return: Record returned goods or items sent back to vendors. Adjust inventory and accounting records automatically for returned stock. Learn more.
Request for Quotes: Send requests for quotes to vendors for potential purchases. Compare responses and select the best supplier before creating purchase orders. Learn more.

Travel & Expense

Trips: Plan and manage business trips for employees, including travel details and itineraries. Track trip expenses and approvals to keep travel organised. Learn more.
Advances: Record and manage advance payments given to employees for business expenses. Track settlements and ensure advances are applied correctly against expense reports. Learn more.
Expense Reports: Capture and manage employee expenses in a structured report. Submit, review, and approve expenses to maintain accurate financial records. Learn more.

Payroll Management

Payroll: Manage employee salaries, deductions, and benefits within your organisation. Automate salary calculations, process payments, and maintain accurate payroll records. Learn more.

Accounting

Recurring Journals: Automate creating journals that repeat at regular intervals. Schedule, review, and post recurring journals to save time and maintain accurate accounting. Learn more.
Fixed Asset: Record and manage your organisation’s fixed assets, including purchase, depreciation, and disposal. Track asset value and generate reports for better financial management. Learn more.

Project Management

Time Tracking: Enable time tracking to log hours worked on projects and tasks. You can create time entries manually or use a timer and associate them with projects to track billable and non‑billable time. Learn more.

Manufacturing

Manufacturing: Create Manufacturing Orders (MO) and produce finished items. Specify required components with a Bill of Materials (BOM), track production progress, and automatically update inventory when items are completed. Learn more.

Retail Management

Retail Store: Manage in-store sales and customer transactions from a single place. Record walk-in sales, accept payments, and update inventory automatically. Learn more.

Quality Management

Quality Management: Manage quality inspections to ensure products meet your expectations. Record inspection outcomes, track non-conforming items, and improve overall quality control. Learn more.

Other Modules

Tasks: Use this module to create and manage specific action items for your team. Assign tasks to users, set deadlines, and track progress to ensure important activities are completed on time. Learn more.