Client Requirement:

Our client is a Netherlands-based food and beverage company that sought help from us to automate their invoice generation and sales forecasting processes.

The requirements were as follows:

• • Automated Invoice Creation in Zoho Books:

    • • Retrieve order information from daily CSV attachments received in their Zoho Mail inbox.

      • Automatically generate invoices in Zoho Books using data from the order CSV, which should include:

        • Order date, customer name, delivery date, and deliverer.

        • Calculation of transportation costs based on delivery region and order quantity.

        • Pricing per item, aligned with customized price lists in Zoho CRM.

  • Sales Forecasting and Inventory Management:

    • • Forecast future sales and generate purchase orders to maintain adequate stock levels.

      • Issue alerts when stock falls below ideal levels based on:

        • Sales trends over the past and expected weeks compared with the same period in last year.

Challenges Faced:

The client faced several challenges in their order-to-invoice and sales forecasting processes. Here’s a breakdown of the key challenges:

• • Invoice Generation Difficulties: The client relied on Excel sheets for order details, where line items were scattered across rows without proper grouping by order number. This made generating invoices in Zoho Books cumbersome and error-prone.

  • Dynamic Pricing: Managing diverse price lists for regular customers and premium customers and calculating transportation costs based on delivery regions added complexity,making standard invoicing approaches ineffective.

  • Inventory Forecasting: Predicting future sales and creating purchase orders if the stock count is not sufficient for future sales was difficult due to fluctuating sales trends.

  • Sales Forecasting Complexity:
    The client's sales data showed significant variability over time, making it difficult to predict future sales with consistency. Sales trends were not stable, and historical data alone was insufficient for accurate forecasting. The client needed to calculate expected sales for the next four weeks based on:

    • Sales ratio for the past 4 weeks this year vs. last year.

    • Sales ratio for the past 4 weeks last year vs. the next three weeks last Year

    Initially, the client relied on manual methods for sales forecasting, which were time-consuming, prone to errors, and unable to handle the complexity of the data. The absence of automation hindered the ability to respond promptly to shifting market conditions

  • Stock Alerts: The client needed a automation to issue alerts when stock levels fell below ideal thresholds to avoid stockouts.

Our Solution

To address these challenges, we customize Zoho CRM to streamline their order-to-invoice process, automate stock levels replenishment for products through automation, and forecast future sales.

Here’s How we achieve this with by using these Zoho Apps: Zoho CRM, Zoho Books, and Zoho Analytics.

1. Created Custom Modules in Zoho CRM
We built custom modules in Zoho CRM to manage critical data efficiently. These modules were tailored to the client’s specific needs: Order Management:

• • Order Management:
    Automated importing of order details from their CSV files into Zoho CRM. We used MailParser to retrieved the daily CSV attachments sent to their Zoho Mail account, parsed the data, and grouped line items by their respective order numbers.

    
    

  • Created Price List for Products and Transportation Costs:
    A dedicated module was created to store price lists or products customized for various customer types (e.g., regular customers with discounted pricing). Another module contains transportation costs price lists, calculated based on delivery regions and the number of items ordered.

The price lists for Products and Transportation Costs are stored in Zoho CRM Custom Modules, which are also utilized in the creation of invoices.

2. Automated Invoice Creation in Zoho Books
The automation of invoice creation was a cornerstone of the solution:

• • Workflow Automation: Our Zoho CRM Developers set up workflows to pull orders data from Zoho CRM and generate invoices automatically to be sent to Zoho Books. This eliminated manual data entry, reducing errors and saving time.

  • We have automated the process of sending the invoice generated from order data in Zoho CRM to Zoho Books. The price list and transportation costs were incorporated into the invoice, which was then automatically generated as an Invoice to be Paid in Zoho Books.

    

  • Once generated, the invoices were automatically sent to customers, simplifying and automating the invoicing process.

3. Sales Forecasting with Zoho Analytics
Accurate sales forecasting was essential for maintaining optimal inventory levels. Overestimating sales could lead to excess stock and increased holding costs, while underestimating could result in stockouts and lost sales opportunities. To address these challenges, we leveraged Zoho Analytics to create a dynamic sales forecasting report.

To address these challenges, we leveraged Zoho Analytics to create a dynamic sales forecasting report.

• • Forecast Report:
    A forecast report was developed, using predefined logic to analyze historical sales data. This included trends from the same period in previous years and recent sales patterns.

  • Dynamic Calculation Logic:
    Built a forecast report in Zoho Analytics to predict sales trends based on predefined logic and historical orders data.

Here’s How: The client wants to know the expected sales for the next four weeks, calculated based on:

- Sales ratio for the past 4 weeks this year vs. last year.

- Sales ratio for the past 4 weeks last year vs. the next three weeks last year.

These detailed forecasts allowed the client to anticipate demand more accurately.

By leveraging data-driven insights and automation, the client was able to overcome the sales forecasting challenge, resulting in more accurate predictions, better inventory management, and improved overall business efficiency.

4. Automated Purchase Orders Creation in Zoho Books

The Automated Purchase Orders Creation in Zoho Books was a critical part of the solution provided to the client. It addressed their inventory management challenges by ensuring that stock levels were always aligned with forecasted demand.

Here's a detailed explanation of how this automation worked:

Real-Time Stock Monitoring: Every time new orders are received, a custom script was triggered to check the current stock levels against the forecasted sales quantities.

This real-time monitoring ensured that the system was always aware of the inventory status and could act proactively to prevent stockouts.

Dynamic Purchase Order Generation:

If the stock levels fell below the predicted requirements (based on sales forecasts), it automatically generated purchase orders in Zoho Books.

This automation eliminated the need for manual intervention, ensuring timely stock replenishment and reducing the risk of running out of products.

Real-time inventory data for Products was fetched from Zoho Analytics via API to enable data-driven decisions in real-time, thereby ensuring that purchase orders were created based on precise and current sales projections.

Overall, our solution not only addressed the client’s immediate challenges but also provided a scalable framework for future growth. By customizing Zoho CRM to their specific business needs, the client can now adapt their operations to changing sales patterns without significant manual intervention.These resulted in improved operational efficiency, enhanced productivity, and double their profitability.

Key Benefits Delivered To The Client:

• • Enhanced Efficiency:

    • Manual invoice generation was replaced with an automated process, significantly reducing errors and saving time.

    • The streamlined order-to-invoice process enhanced operational efficiency.

  • Optimized Stock Management: :

    • Accurate sales forecasts enabled the client to maintain optimal stock levels, minimizing wastage and avoiding stockouts.

    • Automated purchase orders ensured timely replenishment, keeping inventory aligned with demand.

  • Increased Productivity:

    • By automating repetitive manual tasks, the team could focus on strategic activities, improving overall business efficiency.

    • Reduced manual intervention freed up resources for higher-value work.

  • Boosted Profitability: :

    • Streamlined operations and reduced resource wastage directly contributed to increased profitability

    • Efficient inventory management and accurate sales forecasting helped maximize revenue and minimize costs.

  • Data-Driven Decision Making:

    • Advanced forecasting report empowered the client to make informed decisions about purchases and sales.

    • Reduced guesswork and improved accuracy in planning led to better business outcomes.

  • Improved Customer Satisfaction: :

    • Faster and error-free invoicing, along with timely order fulfillment, enhanced the customer experience.

    • Reliable stock availability ensured that customer demands were met without delays.

  • Cost Savings:

    • Efficient stock management minimized excess inventory and associated holding costs.

Partnering with us will yield a higher return on your Zoho investment. Don't just trust our claim! See for yourself by reading our Zoho Customer Case Studies, as well as the reviews from our satisfied clients about our Zoho solutions. This will help you understand why YAALI is the preferred Zoho Partner for businesses similar to yours.