Blog categorized as Training Guides
If you just signed up for Zoho Books/Inventory and you would like to set up reader point for your inventory items in the system, this quick guide will help you do that.
Kindly follow the below steps accordingly.
Open your browser and access Zoho Books using books.zoho.com
Enter your us...
This guide explains how you can generate, customize, and export inventory reports in Zoho Inventory.
- Open your web browser.
- Go to Zoho Inventory.
- Log in using your Zoho credentials.
- Select your organization if prompted.
This short guide shows you how to configure Hierarchical (multi-level) expense approvals in Zoho Expense, ensuring all your organizational expenses are reviewed and approved in the correct order based on predetermined reporting structure.
On your home screen, click on the settings/gear icon on the to...
If you just signed up for Zoho CRM and you would like to create and add your first lead, or you just want to import your existing leads into the system, this training guide will help you out as a first time user in navigating the Leads Module of Zoho CRM.
This guide shows you everything from o...
Handling customers and finances independently can hinder decision-making and lead to gaps between sales and accounting departments. Zoho addresses this issue by providing a smooth integration between Zoho Finance Suite and Zoho CRM.
This brief guide provides you with instructions on how to set up the...