Blog categorized as Training Guides
For many small businesses, tracking accounting records often begins with spreadsheets, handwritten notes, email threads, or a mix of disconnected tools that gradually evolve into the "official" record of the business. While these methods may seem effective in the early stages, they become ...
Locations in Zoho Books allow you to track transactions, inventory, and reports separately for different branches, warehouses, stores, or offices all under the same organization.
Go to Settings (top-right)
Select Preferences
Click General
Enable Locations
Click Save
Converting leads is one of the most important steps in any sales process. In Zoho CRM, lead conversion allows you to move a prospect from the Leads module into actionable records such as Contacts, Accounts, and Deals, ensuring your sales pipeline remains accurate and well-organized.
This quick traini...
Expense Policies in Zoho Expense define the rules and controls that determine how your employees submit expenses in your organization. These policies help ensure that all expense claims comply with internal guidelines, budget limits, and regulatory requirements before they are submitted for approval...
Receiving inventory is a critical step in keeping your stock levels accurate and your business running smoothly. In Zoho Inventory, receiving items ensures your records match what's physically in your warehouse, helping you avoid stockouts, overstocking, and o...