Order Tracking Sheet
Automate Order Management Across Zoho Apps
This module automates order management by integrating Zoho CRM, Zoho Books, and Zoho Creator. Users can track Sales Orders, Purchase Orders, and fulfillment in real-time, streamlining operations.
📌 Module Overview
Order Tracking & Fulfillment Management
The module syncs Sales Order line items and Purchase Orders into Zoho Creator for real-time tracking. Automated package, shipment, and purchase receive creation supports line-item-level order splitting, ensuring smooth and efficient order fulfillment.
“Automate and monitor orders end-to-end across CRM, Books, and Creator.”✅ Features
- Integration with Zoho CRM, Books, and Creator
- Real-time sync of Sales Orders and Purchase Orders
- Automated package, shipment, and purchase receive creation
- Line-item-level order splitting for flexible fulfillment
- Centralized order tracking and management
- Streamlined order fulfillment workflow
🎯 Why we built this
To automate and simplify order management, providing visibility, accuracy, and efficiency across CRM, Books, and Creator.
💡 Benefits
- Automation: Reduces manual work by syncing orders automatically
- Efficiency: Streamlines fulfillment with automated package and shipment creation
- Accuracy: Line-item-level tracking ensures precise order handling
- Integration: Combines CRM, Books, and Creator for seamless operations
- Transparency: Complete visibility into order status from creation to delivery