About

This course provides essential training for effectively managing and optimizing the Zoho POS system, ensuring seamless operation and enhanced efficiency in administrative tasks. Perfect for those seeking to master the tools needed to oversee and improve their business processes.

Who is it for?

This course is ideal for administrators looking to enhance their skills in utilizing a user-friendly POS system, offering a modern approach in mastering POS systems for streamlined transactions and efficient inventory management.

Mastering inventory and purchases in Zoho POS (4 hours)

Introduction to Zoho POS

  • Familiarize partners with Zoho POS and its key features
  • Overview and importance of Zoho POS
  • Zoho POS sign-up process
  • Set up your organization’s profile and User access
  • Tax Configuration
  • Migrate your business into Zoho POS
  • Configuring email templates

Inventory Management

  • Item Module
  • Preferences related to Item Master and inventory adjustments
  • Vendor master
  • Purchase Order
  • Purchase Invoice
  • Preferences related to purchase
  • Managing payments
  • Procurement configuration
  • Purchase analytics
  • Warehouse and branch operations in Zoho POS

Sales

  • Creating a customer module and its complete functionalities
  • Configuring parameters for an effortless sales process
  • Sales order and its features
  • Sales flow with related configurations (through web, desktop, and mobile application)
  • Conflicts between the sales order and sales invoice
  • Preferences related to sales

Delivery Management

  • More about packages
  • Shipment process

Sales Return

  • Sales return flow
  • Credit note
  • Preferences related to sales return

Through online training, we aim to offer a completely personalized online training package tailored exclusively to meet the trainees' business requirements.

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