Zoho Inventory tracks your stock, orders and shipments in real time, across one or more warehouses. It connects your sales (CRM, online store) to your accounting (Books) so your stock levels are always accurate, everywhere.
Getting started
- Set up your organization and your Canadian taxes.
- Create or import your items with prices, costs, SKUs and images.
- Enter your opening stock levels for each warehouse.
- Set reorder points so you get alerts before you run out.
- Connect Zoho Books to sync invoices and accounting entries.
- Connect your sales channels (online store, Amazon, point of sale) as needed.
Key features
- Multi-warehouse tracking with stock transfers.
- Serial numbers and batch tracking.
- Purchase orders, receipts and vendor returns.
- Composite items (bundles/kits).
- Inventory, sales and purchasing reports.
Tips from our specialists
- Do a physical count before go-live: a system that starts with bad numbers never fixes itself.
- Use barcodes from day one to speed up receiving and shipping.
- Well-tuned reorder points replace hours of manual checks.
Official resources
Zoho’s official documentation is available in English. Our team supports you in French and English for all of these apps.
Need a hand? Nuagix, a Zoho Premium Partner in Quebec, implements, optimizes and supports Zoho Inventory in French and English. Discover our Zoho optimization service, explore our training or book a Zoom meeting.
User and administrator guide with a clickable index: Zoho Inventory manual (French) · Zoho Inventory Manual (English)
See also: all Zoho manuals and guides
The three mistakes we fix most often
- One warehouse declared when there are several. Total stock looks sufficient, but it is not where it is needed. Declaring locations from the start avoids promises you cannot keep.
- No reorder points. Without them, the shortage is discovered at shipping time. Thresholds raise the alert while there is still time.
- Inconsistent units of measure. Buying by the case and selling by the unit without a defined conversion throws the inventory off at the first receipt.
What Zoho Inventory changes once it is connected to the rest of Zoho One
Stock stops being a spreadsheet someone updates in the evening.
- An order entered in Zoho CRM reserves stock immediately;
- Invoice and payment follow in Zoho Books, on the same quantities;
- Purchase orders and supplier receipts adjust quantities automatically;
- Online sales can feed the same inventory instead of a second ledger.
Frequently asked questions
Can we track batch and serial numbers?
Yes. Traceability is recorded at receiving and carries through to shipping, with no parallel register. It matters in food processing and for anything under warranty.
What if our stock sits with a third party?
A warehouse can represent a physical location, a subcontractor or a truck. The logic stays the same.
Do we need a barcode scanner?
Not required, but once volume picks up it is the difference between an accurate inventory and an approximate one.
Need a hand
If the setup stalls, or if you would rather not do the work twice, the first meeting is a Zoom call, free and with no commitment.
Book your Zoom meeting — or write to us at support@nuagix.ca

