Zoho Developer

Plyneer Industries Pvt. Ltd. Zoho Implementation Requirement Document (RFP) Date: October 2025 Headquarters: Bengaluru, India Founded: August 2024 Industry: Plywood Manufacturing & Distribution Warehouses: 2 (Bengaluru) 1. Project Overview Plyneer Industries has migrated from Tally ERP to the Zoho ecosystem (Books, Inventory, CRM, Creator, Flow, Expense, Payroll). We seek a Zoho Implementation Partner to build an end-to-end automated system covering: Inventory Management & Automation Cash Payment Tracking Vendor Onboarding & Purchase Workflow Expense Automation Multi-Quote Generator & Customer Portal Goal: Achieve Amazon-level operational efficiency and order automation, while maintaining strong financial control and visibility. 2. Modules & Requirements A. Inventory Management & Automation Objective: Deploy a bin-wise inventory tracking system for every plywood sheet, integrated with Zoho Inventory & Books for total stock visibility and automation. Requirements Bin hierarchy: Warehouse → Zone → Aisle → Platform → Level → Slot → Bin Unique QR codes for every sheet or bundle Bulk “from-bin → to-bin” entry during purchase, not per sheet GRN → Purchase Bill flow with auto QR generation and bin assignment Sales dispatch linked to bin selection / scan-out Reports: low stock alerts, bin-wise valuation, movement & aging, warehouse occupancy Integration: Zoho Inventory + Books + Creator + Flow B. Cash Payment Tracking Workflow Objective: Automate cash collection, verification, and bank deposit processes for traceability and timely reporting. Workflow Mandatory Cash Collection Due Date on every cash invoice Automated overdue reminders to Abhishek Sir, Accounts, and Customer Assign Collector for each collection Cash in hand tracking until bank deposit Daily Cash Summary to CEO & Accounts On deposit to HDFC Bank: auto map to invoice + send payment receipt to customer + internal confirmation C. Vendor Onboarding & Purchase Workflow Objective: Digitize vendor registration, PO creation, goods receipt, and payment automation. Workflow Vendor Registration Digital form capturing Email, Phone, Bank details, GSTIN (API verified), Registration Date, Return filing confirmation Auto Vendor Agreement acceptance Internal review → approval → sync to Zoho Books Vendor Master Purchase Order Management PO auto-sent to vendor via email + WhatsApp/SMS Vendor acknowledgment updates status Invoice & Goods Receipt Approval Invoices from registered emails auto-recorded with PDF attachment Warehouse approval (Quantity + Quality) required before payment Payment Automation Auto-schedule based on credit terms and approval Update Books ledger and send confirmation to vendor + internal team D. Expense Management Automation Objective: Automate expense submission, approval, and accounting for speed and compliance. Workflow Sources: Zoho Expense, Email upload, Zoho Books Mandatory fields: Category, Amount, Mode, Dept, Receipt Auto-categorization by keywords/vendor Approval Levels Level Approver L1 Accounts L2 CEO (Abhishek Sir) Validation: duplicate check, OCR amount match, GSTIN verification, advance balance check Accounting: auto-post to Books ledgers, input GST, journal for reimbursements, deduct cash expenses Reports: Expense vs Budget, Dept Summary, Pending Approvals, Daily/Weekly digest to CEO & Accounts E. Multi-Quote Generator & Customer Self-Checkout Portal Objective: Provide customers and sales teams a visual, interactive Myntra/Amazon-style portal for multi-product quotations linked with Zoho CRM, Books, and Inventory. Customer Interface (Front End) Design Inspiration: Blinkit / Amazon / Myntra Product cards showing Image, Name, Grade, Price, Warranty, Stock Status Filters for Grade, Size, Price, Warranty “Add to Quote” with quantity selector Live stock visibility from Inventory Automatic alternates for out-of-stock items Quote summary with GST break-up & delivery estimate Customer Details Form (Self Entry) Field Description Validation Full Name Required Text Company Name Optional (B2B) Text Email Required Format check Mobile Required 10 digits Shipping / Billing Address Required Text + Pincode lookup GST Number Shown if B2B GST API verification Business Type B2B / B2C Required Notes Optional Free text ✅ GST auto-fetch for legal name & state Quote Generation & Submission Customer reviews items → clicks “Generate My Quote” System creates formal Plyneer-branded quotation (PDF + link) Auto-emails/WhatsApps to customer and sales rep Automatically creates: CRM Contact & Account record (B2B if GST valid) + Quotation in Books Reminder if inactive > 24 hrs Backend Integration Module Function Zoho CRM Lead + quote tracking Zoho Books Quotation & pricing logic Zoho Inventory Stock sync Zoho Creator Front-end portal UI Zoho Flow Automations / alerts GST API GSTIN verification WhatsApp API (Interakt) Quote sharing & follow-up Expected Outputs Interactive multi-quote PDF & portal B2B checkout with GST capture Stock-linked pricing & alternates Auto Sales Order creation on approval Analytics for quote-to-order conversion 3. Technical & Functional Deliverables Area Deliverable Data Migration Complete Tally → Zoho Books migration Automation Deluge / Flow scripts for cash, vendor, expenses, quotes Custom UI Amazon-style quote portal (Zoho Creator) Integration CRM ↔ Books ↔ Inventory ↔ Creator Testing & Training UAT + documentation Support Post-launch warranty & AMC options 4. Partner Proposal Should Include Technical approach & timeline Module-wise development scope and cost Support and AMC structure Case studies / experience with Zoho custom solutions 5. Contact Company: Plyneer Industries Pvt. Ltd. Contact Person:  Location: Bengaluru, India Email: