One growing network installation business in California approached us for their inventory management system so that they could manage inventory in such a way that would allow them to scale their operations without hiring additional staff.
The client was initially using Zoho Books for its invoicing and estimates. However, they have recently started working with the Zoho inventory management system.
Their workflow involved estimating project costs, sourcing hardware, tracking inventory, and invoicing customers based on actual hardware deployed during installation. Unfortunately, this was a manual process and time-consuming, this resulted in inefficiencies, human errors, and a lot of double handling of inventory and orders.
Their existing workflow was inefficient, especially with their current setup in the Zoho inventory management system. The client outlined a painful, multi-step process that included:
The customer wanted an automated and streamlined workflow to cut down on errors and save time without having to engage more staff only to handle purchasing and inventory management, given their projected growth.
For the client, we have also built a smart solution with Zoho inventory customization that meets their needs to eliminate the need for manual adjustments of stock levels should the need occur and so that technicians can track hardware and eliminate manual error while keeping data accurate. The client has a far more straightforward process using Zoho inventory:
We provided an implementation roadmap that included:
After implementing this streamlined, semi-automated workflow, the client reported significant improvements in operational efficiency. Key outcomes included:
Inventory adjustments, hardware tracking, and invoicing were automated, saving the client hours of manual work each week.
Real-time stock level updates ensured that the client always had an accurate view of their available hardware, reducing stock discrepancies and shortages.
Automated invoicing based on the actual hardware used allowed for more accurate billing and reduced errors.
The mobile barcode scanning feature empowered technicians to accurately track hardware deployment without added paperwork.
As the business continues to grow, the system is now capable of handling greater volumes of projects without the need for additional hires.
We automated key components that should have been in the client’s workflow, and then they could get an efficient, scalable procedure with as few manual interactions and errors as possible. With our smart supplier integrations, Zoho inventory API integration, and many other cost-effective services, this reputed network installation business can grow more confidently, knowing their inventory management system and billing processes are running smoothly in the background.
If your business needs help with inventory management automation and billing, contact Infomaze for a tailored solution that meets your unique needs.
Have you ever considered why PHP continues to be a top option for developing effective e-commerce sites? Within the realm…
Have you thought about why PHP continuously ranks as one of the top options for creating custom web applications? Even…
Are you a startup having difficulty aligning innovation with a tight budget? Custom software development costs can easily grow, but…
Have you ever asked yourself how to build a resilient and extendable full stack application using a widespread tech stack?…
Are slow load times making an impact on the user experience of your application? The world we live in is…
Businesses must have robust tools to enhance workflow and efficiency while reducing human errors in today’s fast-paced business environment. Zoho’s…