Zoho for Wholesale and Import-Export Businesses – Enquiries, Shipments, Stock and Multi-Currency Billing in One System
Infobyd sets up Zoho for wholesalers, importers, exporters and merchant traders so buyer enquiries, quotes in many currencies, supplier purchases, shipments, landed cost, stock and invoices work from one connected system. We are a Zoho Advanced Partner, founded in 2016, with offices in Indore and Patna and 1240+ clients served in India and abroad. We connect Zoho CRM, Zoho Inventory and Zoho Books, and build your shipment and document tracker on Zoho Creator.
- 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.
Sound familiar? Four problems we hear from traders
In import and export, one deal touches buyers, suppliers, forwarders, banks and customs. When each sits in a different inbox, deals slip and margins disappear.
"Buyer enquiries come from everywhere, and quotes go out late."
Enquiries come by email, trade portals, WhatsApp and trade fairs. By the time the cost is worked out and the quote is sent, the buyer has moved on.
Every enquiry lands in one list in Zoho CRM, the cost sheet is ready, and the quote goes out in the buyer's currency from the same record.
"We don't know where each shipment is."
Bookings, container numbers, dates and documents sit in emails and an Excel sheet. The buyer calls, and nobody has the latest update.
Each shipment has one record with its dates, status and document checklist, and the team gets an alert at every step.
"Our real cost per item is a guess."
Freight, customs duty and clearing charges come in later bills. Without adding them to the item cost, the selling price is a guess.
Landed cost in Zoho Inventory spreads freight, customs and other charges across the items on the bill, so you see the real cost before you set the price.
"Payments in many currencies are hard to track."
Some buyers pay in USD, some in AED, some in your home currency. Rates change, and nobody has one clear list of who owes what.
Zoho Books keeps each buyer's invoices and payments in their own currency, updates exchange rates automatically and shows one outstanding list for all buyers.
Built for these kinds of trading businesses
Whether you sell from your own warehouse or ship straight from the supplier, the same Zoho system adapts to how you trade.
Bulk orders, price lists by buyer and stock across warehouses.
Machinery, raw material or consumer goods, with landed cost on every shipment.
Agri products, textiles, engineering goods or handicrafts, with buyer quotes in their currency.
Buy in one country and sell in another, with drop shipments from the supplier.
Bring goods in, then sell to dealers across your country.
Supplier quotes, quality checks and shipment follow-up for your buyers.
Which Zoho apps does a wholesale or import-export business need?
Zoho works for import and export by connecting a few apps, each doing one job well. We pick only the apps you need.
Buyer enquiries, follow-ups and deal value in the buyer's currency and your home currency
Items, purchase and sales orders, landed cost, stock across warehouses, back orders and drop shipments
Quotes, invoices, bills and payments in many currencies, with exchange rates updated automatically (multi-currency depends on your Zoho Books plan)
Your custom shipment tracker: bookings, dates, document checklist and status alerts
Shipment documents in one folder for each shipment
Profit by buyer, product and shipment (optional)
Selling mainly to dealers in your own country? See Zoho for distributors for dealer orders, field sales and collections.
How an import-export business runs on Zoho – the complete flow
We build the system around how you trade. You do not have to change your business to fit the software. Where a standard Zoho app works, we do not over-build.
Click a stage to see its detailed flow
Enquiry to order
Result: Every buyer enquiry gets a costed quote in the buyer's currency, fast.
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Step 1.1
Multi-channel enquiry capture
Website, B2B marketplaces and trade portals (IndiaMART in India, or any portal that sends leads by email or API), email, WhatsApp and trade fairs, all in one place within minutes.
Zoho Forms Zoho SalesIQ Zoho CRM -
Step 1.2
Buyer check
Country, product, quantity, delivery terms and buyer documents are noted.
Zoho CRM -
Step 1.3
Cost sheet
Supplier price, freight, duty and margin are worked out before the quote.
Zoho Creator -
Step 1.4
Quote in the buyer's currency
The quote goes out in the buyer's currency; the deal value shows in your home currency too.
Zoho CRM Zoho Books -
Step 1.5
Samples and negotiation
Sample dispatch, quote revisions and follow-up reminders in one pipeline.
Zoho CRM -
Step 1.6
Order and advance
Sales order is created, proforma invoice is sent in the buyer's currency and the advance is recorded.
Zoho Inventory Zoho Books
Sourcing and purchase
Result: The right supplier, at the right price, with goods checked before they ship.
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Step 2.1
Supplier quotes
Rates and terms from suppliers are compared side by side.
Zoho Creator -
Step 2.2
Purchase order in the supplier's currency
PO is sent to the supplier in their currency.
Zoho Inventory Zoho Books -
Step 2.3
Supplier advance and bills
Advances, bills and payments to each supplier.
Zoho Books -
Quality gate
Quality check before shipment
Inspection report and photos before the goods leave the supplier.
Zoho Creator -
Step 2.5
Drop shipment
When stock is not needed, the supplier ships straight to the buyer.
Zoho Inventory
Shipments and documents
Result: Every shipment has one record, and every document is in place before it is needed.
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Step 3.1
Shipment booking
Forwarder, container, port, sailing date and expected arrival.
Zoho Creator -
Check point
Document checklist
Commercial invoice, packing list, bill of lading, certificate of origin and other papers your buyer's country needs, stored with the shipment.
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Step 3.3
Status alerts
The team is alerted at each step: loaded, sailed, arrived and cleared.
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Step 3.4
Clearing charges
Customs broker charges and duty are recorded against the shipment.
Zoho Creator Zoho Books
Receiving and landed cost
Result: Only good stock comes in, at its real cost, in the right warehouse.
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Step 4.1
Goods receipt
Received against the PO; short or damaged goods are noted.
Zoho Inventory -
Step 4.2
Landed cost
Freight, customs and other charges are spread across the items on the bill, by value or quantity.
Zoho Inventory -
Step 4.3
Stock by warehouse
Stock in each warehouse, with transfers between warehouses recorded.
Zoho Inventory -
Step 4.4
Batch and serial numbers
Tracked where your goods need them, with expiry dates on batches.
Zoho Inventory
Wholesale orders and dispatch
Result: Bulk orders are packed and shipped on time, with tracking for the buyer.
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Step 5.1
Buyer orders
Sales orders with price lists for each buyer.
Zoho Inventory -
Step 5.2
Back orders
When stock runs short, a back order is raised so the order is not turned down.
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Step 5.3
Pick, pack and ship
Packing list, shipping with carriers linked to Zoho Inventory (such as UPS, FedEx or Shiprocket in India) and tracking after dispatch; the e-way bill for shipments in India.
Zoho Inventory Zoho Books
Invoice to cash
Result: Every invoice is right, in the right currency, and every payment is followed up.
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Step 6.1
Tax invoice in the buyer's currency
Raised from the same order, with no retyping: GST invoice in India, VAT or GST invoice in other countries.
Zoho Books -
Step 6.2
Exchange rates
Updated automatically by rate feeds, or entered by you.
Zoho Books -
Step 6.3
Payments and reminders
Payments recorded in each buyer's currency, with automatic reminders and ageing of outstanding.
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Step 6.4
Claims and complaints
Short supply, damage or quality claims become tickets and are tracked to closure.
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Step 6.5
Profit by shipment and buyer
Landed cost against selling price, by shipment, buyer and product.
Zoho Analytics
Running across every stage
Enquiries, shipments in transit, stock, outstanding and profit by buyer
Attendance and salary
Alerts for approvals, arrivals and overdue payments
Shipment documents in one place
Links Tally and other software
What you can track after go-live
- Enquiries and quotes by buyer, country and product
- Every shipment and its documents, in one screen
- Landed cost of every item you import
- Stock by warehouse, with back orders
- Outstanding by buyer, in each currency
How we set up Zoho for your trading business
From the first call to your first shipment on Zoho, you know what happens next and what you get.
Trade walkthrough
We go through how one deal moves today, on a video call, in your working hours.
- How enquiries, quotes and orders run today
- Your buyers, suppliers, currencies and warehouses
- Your shipment steps and documents
- Your tools today: Excel, Tally or other software
You get: a clear picture of where time and margin are lost, 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
- Currencies, data to move and tools to connect
- 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 shipments.
- CRM, Inventory, Books and the shipment tracker set up as per the plan
- Buyers, suppliers, items and opening stock moved in
- Landed cost checked against a past shipment
- Invoices tested in each currency you use
You get: a working system, checked with your own deals. See our data migration service.
Go live and support
Your team starts using Zoho, and we stay with you.
- Training by role: sales, purchase, shipping, warehouse 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 new markets, warehouses and products
You get: one team that knows your setup. See Zoho support and AMC.
Trade on mobile, and your data kept safe
Mobile app
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Buyers on the go Zoho CRM has Android and iOS apps, so sales teams log enquiries and follow-ups at trade fairs and meetings.
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Stock in your hand Zoho Inventory has Android and iOS apps, so the warehouse team checks stock and receives goods from the floor.
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Shipment updates anywhere Zoho Creator apps run on Android and iOS, so the shipping team updates status and adds documents from the port or the warehouse.
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 sales, purchase, shipping, warehouse and accounts.
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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 studiesNational Event Management
Challenge: Agents tracked many events, products and custom contracts by hand.
Contracts, payments and CRM records now update on their own.
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 study Trading · Madhya Pradesh, IndiaUnique 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 studyWhat our clients say
Copied as written on infobyd.com. See all clients
Team is very responsive and they have implemented CRM solutions very smoothly
Intuitive and user-friendly! The accounting software is easy to navigate.
They excelled in providing customized solutions, making the entire process seamless and efficient.
Very hard working and supportive team.
From our blog
All postsZoho for wholesale and import-export businesses worldwide
Trade crosses borders, and so does our work. Importers and exporters on both sides of a deal can run the same connected system, set up 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.
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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
trade walkthroughs, testing and training are planned in your working hours.
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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), wherever your buyers are.
Frequently asked questions
Can Zoho handle quotes and invoices in many currencies?
Yes. In Zoho Books you set a currency for each buyer or supplier, and all their quotes, invoices, bills and payments are in that currency. Exchange rates can update automatically or be entered by you. Multi-currency is available in certain Zoho Books plans; we check the right plan for you in the free call.
Does Zoho work out landed cost for imported goods?
Yes. Zoho Inventory can spread freight, customs and other charges across the items on a bill, by value or by quantity, so you see the real cost of each item. The items need stock tracking turned on.
Can Zoho track shipments and export documents?
Yes. We build a shipment tracker on Zoho Creator with bookings, dates, status alerts and a document checklist, and store the papers in Zoho WorkDrive. For parcels and small shipments, Zoho Inventory links with carriers such as UPS and FedEx, and with Shiprocket in India.
Can you move my data from Excel or Tally?
Yes. We help move buyers, suppliers, items and opening stock into Zoho. For accounts, we plan the move to Zoho Books with your accountant. See our data migration service.
Do you set up Zoho for wholesale and import-export businesses outside India?
Yes. We work with traders in the UAE, Canada, South Africa, New Zealand, the USA, Australia and other countries. All steps, from the trade 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.
See your trade running on one Zoho system
Tell us how one deal moves today, from buyer enquiry to payment. In a free 30-minute call, we will map your flow and show which Zoho apps fit.
- Free first call with a Zoho consultant
- Clear plan and quote – no hidden surprises
- Zoho Advanced Partner · 1240+ clients served