THE CHALLENGE

WishMed, a leading medical equipment supplier, faced hurdles with Zoho Inventory’s limitations – specifically,
the inability to split sales orders and import batch numbers with bin locations, essential for managing over 3,000 SKUs.
Already on Zoho CRM and planning a move from MYOB to Zoho Books (with PayBooks integration ahead), WishMed required a customized, fully integrated Zoho solution to streamline operations and support their complex inventory workflows.

THE SOLUTION

Relevate’s Solution for WishMed To overcome Zoho Inventory’s limitations, Relevate delivered a tailored, integrated solution:
– Sales Order Splitting:
Custom automation split orders by item availability, enabling faster shipping of in-stock items and efficient
backorder handling.
– Batch Import Integration:
A custom Zoho CRM module enriched item data with batch and bin details, then synced it to Zoho Inventory
via API ensuring a seamless, error-free transition.

THE OUTCOME

WishMed now operates a fully functional and user-friendly Zoho Inventory system, with key automations and configurations that improve efficiency across their order and inventory workflows:

Backorder Invoicing: Custom workflows enable invoicing based on pick list quantities, even when items are backordered.
Default Tax Automation: Purchase orders and vendor profiles now include preset tax rules for consistent application.
Automated Receiving Locations: Received items are auto assigned to predefined warehouse zones for streamlined “Putaway” processing.

Backorder Visibility: custom report lists all received and stored items, helping customer service track and update clients on backordered products.
Mobile Proof of Delivery: Zoho Sign integration captures digital signatures on delivery, accessible from mobile devices.
Purchase Order Consolidation: The system automatically combines low-stock items into single purchase orders per supplier, eliminating manual input).