Aspara Technologies
Inventory and finance

Zoho Inventory with Zoho Books: stock that matches the books

For traders, distributors and small manufacturers. Every sale and purchase updates stock and accounts together, so the stock report and the balance sheet agree.

At a glance

  • Built forTraders, distributors and small manufacturers
  • Typical set-upTwo to four weeks
  • The check we runInventory valuation compared with the stock account in the trial balance
  • Connects withZoho Books, Zoho CRM and payment gateways
  • QuoteFixed in writing after we see your item list
Challenges

Problems we usually find

Stock in one place, accounts in another

Closing stock is entered as a journal at year-end because the stock register and the books never agree.

Dirty item master

The same item under three names, wrong units, missing HSN codes, and GST rates that changed but were not updated.

No reorder visibility

Stock-outs are noticed when a customer asks. Slow-moving stock is noticed at the audit.

Several godowns, one register

Transfers between locations are recorded late or not at all.

Negative stock

Sales are billed before purchases are entered, so stock shows below zero and valuation becomes unreliable.

Manual rework

The same invoice is entered in a billing tool, a stock sheet and the accounts.
Scope

What we set up

  • Item master cleaned and loaded: names, units, HSN/SAC, GST rates, categories
  • One or more warehouses, with transfer orders between them
  • Opening stock by quantity and value, including batches where needed
  • Reorder levels and low-stock alerts per item
  • Composite items for assembled products
  • Purchase and sales order flow, linked to bills and invoices
  • Price lists for customer groups
  • Stock valuation reconciled to the stock account in the trial balance
  • GST invoicing with e-invoice IRN and e-way bill where they apply
  • Integration with Zoho Books, Zoho CRM and payment gateways
Examples

Typical set-ups

Trader with credit customers

Stock and receivables on the same screen. Customer-wise price lists. Overdue invoices listed before you dispatch the next order.

Distributor with several warehouses

Stock by location, transfer orders, reorder levels per warehouse and a single GST view across registrations.

Small manufacturer

Raw materials and finished goods as separate items, composite items for assembly, and cost of goods visible per product.
Pricing

Pricing

How it is priced

Pricing is competitive and worked out per requirement. After we see your item list and stock data you get a fixed quote in writing.

What drives it

  • Number of items and variants
  • Number of warehouses
  • Batch, expiry or serial tracking
  • Quality of existing stock data
  • Integrations with sales channels, CRM or gateways
  • Users to be trained
FAQ

Questions about Zoho Inventory

Do I need Zoho Inventory, or is Zoho Books enough?

Zoho Books has its own stock tracking, which is enough for many traders with a single location. We suggest Zoho Inventory when you have several warehouses, need transfer orders, composite items or sales-channel stock, or want inventory handled in a separate module. We tell you if Books alone is enough.

Can I track stock across several warehouses?

Yes. Each warehouse or branch holds its own stock, and you can transfer between them. Reports show stock by location and in total.

Do you handle batches, expiry dates and serial numbers?

Yes, where the item needs them. We set it up per item and migrate batch-wise opening stock when you are coming from Tally. Please tell us early if you need it, because it changes how opening stock is loaded.

We assemble products from raw materials. Is that possible?

Zoho Inventory supports composite items, where a finished product is made from component items. For full production planning with work orders and machine time, we will tell you honestly if you need a manufacturing system on top.

Will stock values match my balance sheet?

That is the check we run. The inventory valuation report is compared with the stock account in the trial balance at the cut-off date, and differences are traced before go-live.

Does it support GST, e-invoicing and e-way bills?

Yes. Items carry HSN codes and tax rates, invoices can generate IRN and e-way bills where applicable, and sales and purchases flow into the same GST reports as the rest of Zoho Books.

How long does setup take?

Two to four weeks is typical, depending on the number of items, locations and the state of your current stock data. Cleaning the item master takes the most time.

Get your stock and books to agree

Send us your item list and a stock summary. We will tell you what needs cleaning, what to set up and how long it will take.

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