Zoho Inventory UX Design Process

We recently launched Zoho Inventory, our inventory and order management solution.

We’re definitely learning a lot as we expand our suite of products. Our goal is to not only ensure that each product is fantastic to use, but also to make the experience consistent across products. This is important because our products are designed from the ground up to work together and to be used with each other.

Let’s see how we accomplished this for Zoho Inventory.

A unified, consistent experience across products.

In my previous article about how we redesigned Zoho Books, our online accounting solution, I talked about how we improved the overall UX through lots of experimentation and learning.

Zoho Inventory, on first glance, looks a lot like Zoho Books. That’s because we designed it that way. We used the same basic design skeleton and built upwards from there. This design style persists across many of our products: Zoho Invoice, Zoho Books, Zoho Subscriptions and Zoho Expense.

This uniform design provides a level of UX and visual consistency across products that you simply will not find when you integrate independent solutions from different providers.

I. The Design Process
a) Identifying the key design challenge.

The very first thing we needed to do was to ask the key question: What problems are we trying to solve? Problem-oriented thinking provides structure to the entire design process. Once you start thinking in terms of problems, the specific solutions will automatically follow.

For Zoho Inventory, the entire inventory and order management process is centered around managing sales orders and purchase orders.

There’s a lot of complexity here. For example, sales orders contain a lot of information. Imagine you order some items from a marketplace like Amazon. If you’re ordering a lot of items, the seller can’t ship all of them at the same time. Depending on various factors, like the size limit of the package and the availability of different items, some boxes may be shipped at different times.

The seller needs to keep track of which of those items have been invoiced, which have been paid for, and which have been shipped. Multiple items are often placed into a single package, while there are also orders with multiple packages for different sets of items. All of these things need to be tracked.

Before we started designing the UX to solve these problems, we first needed deeper insights into how business owners and inventory managers approached these problems in the real world.

b) Stepping into the shoes of the user.

You can’t build a great car without knowing how to drive.

Similarly, you can’t build a great user experience without knowing exactly what users want.

You need to get all that background information long before you start putting pen to paper (or cursor to screen). Only then will you be actually designing something that’s nice to use and allows the user to get things done as quickly as possible.

Luckily, we had all the background information we needed before we started designing the interface for Zoho Inventory. We’ve been running Zoho Books and Zoho CRM for many years, and we’ve had numerous requests for an inventory management solution that ties right into these products.

Here’s just one example of a customer asking for an inventory management solution on our forums over 4 years ago. We’ve gotten hundreds of such requests over the years.

Request for inventory management software

These requests provided a treasure trove of information.

We got a peek directly into hundreds of real-world scenarios and problems that needed solving by a dedicated inventory management solution. All this experience meant that we had a very good idea of what kind of software that our users would like before we even started the design process.

Plus, months before we released Zoho Inventory, we opened up an early-access version of the product for over 700 users.

The feedback was golden.

We’d never have gotten these insights by working on the UX using only internal feedback from design and management. You need user feedback to design a great user experience.

It is easier to talk than to listen. Pay attention to your clients, your users, your readers, and your friends. Your design will get better as you listen to other people.

— ELLEN LUPTON
c) Getting some structure: Designing the Information Architecture and wireframing.

We’ve seen that inventory managers need to handle a high level of informational complexity when it comes to managing orders. There’s lots to track and manage to make sure everything is going smoothly.

The goal with designing the interface was to empower the user to handle all this information and take action on it quickly.

If a picture is worth 1000 words, a prototype is worth 1000 meetings.

— TOM & DAVID KELLEY

This process starts with designing an information architecture – this is basically a representation of all information that needs to be tracked by the user, and how it should be organized hierarchically.

For order management, this is the basic information that the user has to track:

  • Items: Number of items, quantity
  • Packages: Number of packages, items in the packages, status of package: packed, shipped or delivered
  • Invoices: Number of invoices, packages/items in the invoices, status of invoice: sent, fully paid, partially paid, overdue

It’s pretty simple, but this is the essence of the information architecture, and it’s a good illustration of the complexity and the infinite number of use cases that the user will have to handle.

For example, a sales order can have ten different items, and these items are packaged into three different packages (taking weight into account) and one invoice is issued for one package while another invoice is issued for the other two packages. And there will be lots of different sales orders with very different configurations. The final interface should allow the user to handle and take action on all of this information.

Putting together a complete wireframe was important because there can be a lot of things to think about, a lot of individual use cases to solve for. A wireframe puts a structure to all the fragmented problems and thought processes running through the designer’s head.

With the information architecture in place, we put together a wireframe that allowed easy access to all relevant information in a sales order, and any action you need to take can be done right from within this interface.

Zoho Inventory Wireframe

d) Nailing the visual design.

Visual design is exceedingly important to a product’s success. Why? First impressions matter. Studies have shown that users form opinions based on visual design in less than 50 milliseconds. Plus, first impressions are persistent. It’s very hard to shake that first impression you create with a customer.

A visually appealing design primes the user for good expectations even before they start using your product. Once that first impression is created, the user leans toward viewing the entire product through a positive lens.

It’s important to have a consistent visual experience as well. Good design has to extend right from your website to your entire product in order to maintain that positive impression.

Zoho Inventory Visual Design

With all this in mind, and after much experimentation, we carefully put together the above visual design for Zoho Inventory. Now, since visual design is a creative process there’s no definite set of steps to designing something that looks good. However, we decided to use basic visual design principles as guidelines to structure our process.

Here are the things we took into account:

TYPOGRAPHY: Readability of UI elements is one of the basic things that you need to ensure. We have been using the Proxima Nova font so far in many of our products. We carried this over to Zoho Inventory and it worked out beautifully.

COLOR SCHEME: Choosing the right color scheme is like dressing up really well. When people have nothing else to go on, they will immediately judge you based on what you’re wearing. If you want that kind of judgement in your favor when people look at and use your product, it’s important to choose a color scheme that is visually appealing.

While for many of our products (such as Zoho Books), we went for a pastel-style color scheme, we did something different with Zoho Inventory, going for a dark and flat color scheme that mixed elements of black and blue. This gave it a clean, professional look.

ICONS: Icons play a role of giving important visual information which text by itself cannot achieve. We needed to choose icons that were not only meaningful, but complemented the rest of the design choices.

We had a debate in our design team about whether to choose hollow icons or solid icons. We ended up choosing a set of hollow icons which we concluded were better for representing real-world objects such as items and packages (which inventory managers have to deal with everyday) than solid icons were.

VISUAL HIERARCHY: While the layout, hierarchy and grouping of different elements were decided in the wireframing process, we needed to visually distinguish these elements in the visual design stage so that the user could know where to find what. Plus, we needed to make the most important elements stand out, so that they were more visually accessible.

For example, the aforementioned informational complexity in each sales order had to be handled carefully by visually distinguishing each and every element. This involved subtle changes in color, font and style so that elements were distinct and separate and did not blend with each other.

II. Hand-holding users through every new feature

Inventory management software is complex. But we wanted to make it so easy to use, the user should be able to start using it and get things done even if woken up in the middle of the night.

That means hand-holding the user through each and every feature, providing relevant information right when he needs it.

We needed to deliver information to the user at the right time so that he can do what needs to be done, like the markers on the road that tell you the right direction to your destination.

It’s about catching customers in the act, and providing highly relevant and highly contextual information.

— PAUL MARITZ

This information has to be delivered to the user in some way. Help documentation is one way to achieve information delivery. And good support, of course, is essential for the user to get the information he needs.

But there’s a detour involved there. The user has to move away from the app to get information. These things take time and a lot of tab-switching and talking and emailing.

But what if there was no detour? What if you provided the user with all the information he needs exactly when he needs it? To do this, we decided to include relevant information inside the user interface.

For example, the user needs help when he needs to integrate Zoho Inventory with another service. Zoho Inventory has a lot of integrations.

While experienced users will know how to make these integrations work, a lot of users won’t know what is possible with these integrations. That’s why once you land on an integration page we provide a brief summary of what the integration can do.

For example, consider marketplaces. With Zoho Inventory, you can integrate with eBay, Amazon, Etsy, and Shopify. There is a business advantage to selling your products on as many marketplaces as possible, but a lot of businesses don’t diversify the marketplaces on which they sell their products. This is partly because of the different nuances (and difficulty) involved with each marketplace integration.

Zoho Inventory Integrations - Contextual Help

Right within Zoho Inventory, we have prominent instructions on how to integrate with each marketplace and how exactly each integration will behave. We articulate how data items (such as product and order information) in Zoho Inventory will be labeled in the marketplace and vice versa. This gives customers all the knowledge required to integrate these marketplaces with Zoho Inventory.

We’re providing instructions. And while that’s nothing really new, contextually providing this information in an easily digestible manner right within the user interface is new. We are removing all emotional (and knowledge) barriers to getting integrations done.

[UPCOMING]

III. Keep track of packages with the bucket view

We had a lot of ideas but we couldn’t sneak in everything before launch. The bucket view is one major idea that is slated for release in the future – something that is truly unique to Zoho Inventory.

Sometimes an overworked inventory manager simply needs the answer to the question: Where the heck are all my packages?

When you order something on Amazon, at any point in time, you can know exactly where your package is. Has it been dispatched? Is it in transit? When will it be delivered?

When you’re handling inventory for your company, you’ll need to answer these questions for possibly hundreds of packages that are at different stages of the order cycle.

You can keep track of all this with the bucket view.

This view shows you a high-level visual overview of all packages in the order cycle. Click on anything and you’ll be taken directly to the package details page for that particular package.

Zoho Inventory Bucket View

If you’re an inventory manager who has been struggling to handle a large number of packages, your eyes are probably growing huge thinking about how much easier you could make your job if you had access to this view.

Inventory management superpowers, baby!

Conclusion

Inventory management is complex. It can be hard work. I think we successfully distilled that complexity into something that is really simple to use, and made some lives easier in the process. At the risk of sounding a little boastful, we think that’s pretty awesome.

I hope you took something away from this post. Tell us what you think by leaving a comment below. And if you liked it, don’t forget to share it with your network!