Zoho for Distributors and Trading Businesses – Orders, Stock, Billing and Collections
Infobyd sets up Zoho for distributors, wholesalers and trading businesses so dealer orders, stock, GST billing, collections and field sales run from one system. We are a Zoho Advanced Partner founded in 2016, with offices in Indore and Patna and 1240+ clients served in India and abroad.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
Why choose Infobyd as your Zoho partner
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Zoho Advanced Partner certified in Zoho CRM, Creator and Marketing Automation.
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1240+ clients served since 2016, in India and abroad.
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Since 2012 our CEO has worked with Zoho since 2012.
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4.3 Google rating from 74 reviews in Indore.
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Indore and Patna offices, with online support across India and abroad.
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24x7 support for clients after go-live.
Four problems distributors tell us about
In trading, margins are thin. Small leaks in orders, stock and payments add up fast.
"Dealer orders come on WhatsApp and phone, and some are missed."
Orders are written on paper, typed later and sometimes lost. Dealers get the wrong items or late delivery.
Sales people book the order at the dealer from the Zoho CRM mobile app, dealer prices and schemes apply on their own, and proper order management for wholesalers puts every order in one list.
"Stock in the system never matches the godown."
Stock is in Tally or Excel, updated at day end. Sales people sell items that are not there.
One GST billing and stock software, updated with every receipt, transfer and dispatch, shows live stock by godown before an order is booked.
"Payments are stuck with dealers."
Nobody has a clear list of who owes what, since when. Credit limits are not checked before new orders.
The credit limit and overdue are checked before a new order is accepted, and reminders and ageing by dealer show who owes what, since when.
"I don't know what my field sales team did today."
Visits, orders and collections by each sales person are reported late, or not at all.
Sales people check in at each dealer from mobile, and managers see visits, orders and targets for every sales person the same day.
Built for these kinds of distributors
Whether you supply shops in one city or dealers across a region, the same Zoho system adapts to how you trade.
Beat visits, dealer-wise prices and schemes on fast-moving items.
Stock by batch with expiry dates, and returns tracked.
Large item lists, godown-wise stock and dealer credit.
Many part numbers, fast reorders and returns with credit notes.
Serial numbers from inward to dealer invoice.
Orders from distributors and retailers, targets and claims in one place.
Which software can a distributor use for orders, stock and billing?
Zoho works as distributor management software in India and in other countries through a connected set of apps, so an order flows from dealer to godown to invoice to payment without re-typing.
Your dealer management system: dealers, field visits, check-ins, orders taken on mobile, targets
Items, price lists, multi-warehouse stock, batches and serial numbers, packing and shipping
Tax invoices (GST invoices, e-invoicing and e-way bills in India; VAT or GST invoices in other countries), payments and dealer statements
Sales, stock and outstanding dashboards (optional)
For larger distributors, Zoho ERP (launched for India) includes distribution features. We tell you honestly whether Zoho ERP or the Inventory + Books + CRM set suits you better.
How a distribution business runs on Zoho – the complete flow
We build the system around your business process. You do not have to change your business to fit the software. We connect CRM, Inventory and Books, so each order, item and payment is typed only once. Importing or exporting? See Zoho for wholesale and import-export.
Click a stage to see its detailed flow
Dealers and orders
Result: Every dealer is set up properly and every order is checked before it is accepted.
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Step 1.1
Dealer onboarding
Tax number (GSTIN in India, VAT or GST number in other countries), documents, credit limit, price list and agreement signed online.
Zoho CRM Zoho Sign -
Step 1.2
Beat visits and order booking
Sales person checks in from mobile and books the order.
Zoho CRM -
Step 1.3
Price lists and schemes
Dealer-wise prices and discounts applied automatically.
Zoho Inventory -
Check point
Credit check
Credit limit and overdue checked; manager approves if needed.
Zoho Books Zoho CRM
Purchase and stock
Result: Fast-moving items stay in stock and only good stock is taken in.
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Step 2.1
Reorder planning
Reorder levels with fast and slow movers.
Zoho Inventory Zoho Analytics -
Step 2.2
Purchase order and GRN
PO to supplier; goods receipt with batch and expiry (batch tracking needs Zoho Inventory Premium or a higher plan).
Zoho Inventory -
Quality gate
Inward check
Short or damaged goods go back with a debit note.
Zoho Inventory Zoho Books -
Step 2.4
Stock by godown
Stock by godown, rack and batch, with transfers tracked.
Zoho Inventory
Dispatch and billing
Result: The right goods leave on time and every payment is collected.
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Step 3.1
Pick, pack and dispatch
Pick list, packages, delivery challan or delivery note, and the e-way bill for shipments in India.
Zoho Inventory Zoho Books -
Step 3.2
Tax invoice
Raised from the same order, with no retyping: GST invoice in India, VAT or GST invoice in other countries.
Zoho Books -
Step 3.3
Returns and credit notes
Sales returns received and credited.
Zoho Inventory Zoho Books -
Step 3.4
Collection and dealer ledger
Reminders, payments and ageing by dealer and area.
Zoho Books Zoho CRM
Dealer care and growth
Result: Dealers get answers quickly and targets are tracked every day.
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Step 4.1
Dealer complaints
Every complaint becomes a ticket and is tracked to closure.
Zoho Desk -
Step 4.2
Targets and achievement
Sales by dealer, area and sales person against target.
Zoho CRM Zoho Analytics -
Step 4.3
Schemes and claims
Supplier schemes and dealer claims tracked till settlement.
Zoho Creator -
Step 4.4
New product campaigns
Offers and launches sent to dealers.
Zoho Campaigns
Running across every stage
Sales, stock, outstanding and slow-moving items
Attendance and salary
Sales team travel claims
Alerts for approvals and low stock
Links Tally and other software
What you can track after go-live
- Orders by dealer, area and sales person
- Live stock by warehouse and item
- Dealer outstanding and ageing (how old each due is)
- Field visits and orders taken each day
- Fast- and slow-moving items
How we set up Zoho for your distribution business
From the first call to the first dealer order on Zoho, you know what happens next and what you get.
Order flow walkthrough
We go through your trading flow with you on a video call, from dealer order to payment.
- How dealer orders come in today
- Your items, price lists, schemes and godowns
- How billing and collections run
- Your tools today: Tally, Excel or other software
You get: a clear picture of where orders, stock and payments leak, and which Zoho apps fit.
Plan and quote
We write down what the system will do and share a quote.
- Stages, screens and approvals to build
- Zoho apps, edition and number of users
- Dealers, items and balances to move
- Timeline with clear milestones
You get: a written plan and quote. You approve it before we build anything.
Build and test
We build your system and test it with your real orders.
- CRM, Inventory and Books set up and connected as per the plan
- Items, dealers, suppliers and opening balances moved in from Tally or Excel
- Price lists, schemes and credit limits checked
- Every stage tested with sample orders from your business
You get: a working system, checked with your own orders. See our data migration service.
Go live and support
Your team starts using Zoho, and we stay with you.
- Training by role: field sales, godown, billing and accounts
- Short user guides and recorded sessions where possible
- 24x7 client support, with a reply within 30 minutes to 1 hour
- Changes as you add dealers, items or godowns
You get: one team that knows your setup. See Zoho support and AMC.
Field sales on mobile, and your data kept safe
Mobile app
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Orders at the dealer The Zoho CRM app on Android and iOS lets sales people check in and book orders on the spot.
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Stock and dues on the phone The Zoho Inventory and Zoho Books apps on Android and iOS let the team check stock, invoices and payments from a phone.
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Approvals on the go Managers approve orders over the credit limit from their phone.
Security and privacy
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Certified security Zoho holds internationally recognised security certifications, like ISO/IEC 27001.
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Audited controls A SOC 2 audit, and GDPR compliance.
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Each person sees only their part Roles and permissions for field sales, godown, billing, accounts and managers.
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Data in your region Zoho runs data centres in many regions, such as India, the US, Europe, Canada, Australia and the UAE. We set up your account on the right one.
Our work, in our clients' words
Real case studies, client reviews and guides linked to this page.
Case studies
All case studiesUnique The World of Computer
Challenge: Billing, expenses and GST were done by hand in sheets and paper ledgers.
70% less invoice time and 60% faster compliance reports.
Read case study Asset management · Karnataka, IndiaCurefit
Challenge: Assets and staff of four entities were managed in Excel sheets.
One Creator app tracks every asset from stock to scrap.
Read case study Education publishingMikky Publication Services
Challenge: Lead data sat in many systems and follow-ups were manual.
30% less manual work and 20% more lead conversions.
Read case studyWhat our clients say
Copied as written on infobyd.com. See all clients
Best Partner in our Region.
Intuitive and user-friendly! The accounting software is easy to navigate.
I highly recommend Infobyd to anyone looking for a reliable and skilled Zoho Partner.
They are very quick with their service and their understanding and knowledge of the task
From our blog
All postsZoho for distribution businesses worldwide
Distributors in many countries lose money in the same places: missed orders, wrong stock and slow payments. We set up the same connected order-to-cash system for them online, from our offices in India.
Countries we serve
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IN
India Indore head office and Patna, with clients across the country.
- AE
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CA
Canada all provinces.
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ZA
South Africa Johannesburg, Cape Town and more.
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NZ
New Zealand Auckland, Wellington and more.
How we work across countries
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Your time zone
order flow walkthroughs, testing and training are planned in your working hours, around your dispatch times.
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Your currency
we can bill in your currency, such as INR, USD, AED, CAD, ZAR or NZD.
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Your data centre
we set up your Zoho account on the data centre for your region (India, US, Europe, Canada, Australia, UAE and more), so dealer and sales data sits where your business runs.
Frequently asked questions
Can dealers place orders themselves?
Yes. Zoho Books (all plans) and Zoho Inventory (Standard plan and above) offer a customer portal where dealers can see invoices and statements. For online ordering, we can set up a B2B order portal using Zoho Commerce or Zoho Creator (we confirm this with you before we build).
Can I move from Tally to Zoho?
Yes. We help move items, dealers, suppliers and opening balances from Tally, Excel or other software. We plan the accounts move with your accountant (your CA in India) so the books stay correct.
Can Zoho track batches and expiry dates?
Yes. Zoho Inventory for traders and distributors supports batch and serial number tracking, including expiry dates on batches (depends on your plan).
Can I see which sales person visited which dealer?
Yes. Zoho CRM on mobile works as a field sales tracking app. Sales people check in at the dealer's location. Managers see visits, orders and notes on a map or list.
How much does it cost?
Zoho licence cost depends on the plan and users; see Zoho's official pricing page. For our service, ask for a quote. Time depends on scope – we share a clear plan after the free consultation.
Do you set up Zoho for distributors outside India?
Yes. We work with distributors and traders in the UAE, Canada, South Africa, New Zealand, the USA, Australia and other countries. All steps, from the order flow walkthrough to training, are done online, in your working hours.
Will invoices and tax reports follow my country's rules?
Yes. Zoho Books comes in country editions, for example with VAT filing in the UAE, GST/HST returns in Canada and BAS reports in Australia. We set up the edition for your country and check the tax setup with your accountant.
From dealer order to payment – one system
Book a free call. We will map your order-to-cash flow and show it working in Zoho.
- Free first call with a Zoho consultant
- Clear plan and quote – no hidden surprises
- Zoho Advanced Partner · 1240+ clients served