Wholesale Retail and Production
Unify your e-Commerce, stores, portals and head office sales in one place — connecting teams, clients, distributors and end-users.
Built for the way product businesses work
ZERP supports the complete business journey, from marketing and sales enquiries through to order fulfilment, financial management and customer support.
A structured sales process guides your team through qualification, quoting and order confirmation. Once an order is approved, ZERP connects purchasing, inventory, production, shipping and invoicing, giving your team current information at every stage.
The platform also supports supplier management, quality assurance, returns, warranties, reporting and customer portals. These capabilities are delivered through 12 connected business areas.
Twelve connected business areas
Each business area connects the people, records and activities required to manage a wholesale or retail business—from CRM sales through to ecommerce, stores, fulfilment and ongoing support.
Tailor Zoho using configurable users, permissions, templates, currencies, domain names and data backups. Establish consistent platform settings, secure access and reliable business data across your organisation.
Drive product sales using campaigns, social media, website analytics and live chat. Track tasks, emails, SMS messages, calls, bookings, documents, forms and surveys, giving your team visibility of every customer interaction.
Build a relationship-based database for customers, distribution partners and end users. Connect billing and parent accounts with branches and brands, without duplicating businesses or contacts, and view current and historical orders.
Connect sales from ecommerce, retail stores, portals and CRM. Create quotes and sales orders using customer price lists, currencies, exchange rates and tax rules, then send professional documents with product images and specifications.
Manage deposits and sales order balances with easy-to-create invoices, payment gateway links and consolidated invoices for batch payments. Accounting integration reduces duplication and keeps payments, cash flow and financial reporting current.
Convert approved orders into jobs that connect purchasing, stock allocation, production and delivery. Manage production for customer orders or stock replenishment, ensuring products are manufactured or assembled and ready for fulfilment.
Manage warehouse replenishment and purchasing for customer orders. Bulk purchase goods, allocate stock, manage drop shipping and click and collect, then reconcile purchase orders, receipts and supplier bills—even when completed out of sequence.
Manage goods, services and composite products linked to suppliers and manufacturers. Maintain categories, attributes, price lists, images and specifications, while tracking inventory across locations using serial or batch numbers where required.
Support customers after fulfilment with connected returns, repairs, warranty claims and service processes. Track the products and parties involved, assigned actions, replacements, repair costs, quality assurance information and customer communications.
Create real-time reports and dashboards for sales, purchasing, inventory, production and finance. Compare costs, monitor margins and forecasts, and review stock values, production progress and outstanding orders to support informed decisions.
Manage internal and external resources, production requirements, quality checks and compliance. Complete inspections, capture evidence, assign corrective actions and control the information shared with employees, suppliers and authorised resources.
Provide secure, branded access based on each user’s profile. Customers and distributors can view pricing, submit and monitor orders, approve records, download documents, upload attachments and communicate with your team.
Built for wholesale and retail
ZERP combines nearly a decade of ERP-specific development with the flexibility and scale of Zoho One.
Explore the business areas, processes, functions and integrations that connect your sales and business areas.