Alok Textiles

What changed for the team

The business process, step by step

1. 01

   Quote

   Retailer orders start as quotes prepared in Zoho CRM against each retailer account, so the sales team can track which quotes are open, accepted or still waiting for a decision.

2. 02

   Procurement

   Sarees and suits are bought from manufacturers through purchase orders raised in Zoho Inventory, so each purchase is recorded against the supplier and the designs and lots received.

3. 03

   Stock by design

   Received goods are recorded in Zoho Inventory by design and lot, so the team can see which designs are in stock, and in what quantity, before confirming a retailer order.

4. 04

   GST tax invoice

   Every sale is billed with a GST-compliant tax invoice from Zoho Books, carrying the correct tax for the retailer, so each sale and its stock movement are matched to one invoice.

5. 05

   Collection

   Retailer payments are recorded against invoices in Zoho Books, and bank statements are imported for reconciliation, so the team can follow up outstanding retailer credit from one view.

6. 06

   Reporting

   Management reviews sales and receivables reports in Zoho Analytics, built from Zoho Books and Zoho Inventory data, to see what has been sold and what retailers still owe.

Five phases, discovery to support