Zoho Books

About Plyneer Industries Pvt. Ltd.:

Plyneer Industries is a rapidly growing plywood manufacturing and distribution company, serving B2B and B2C customers with high-quality plywood, MDF, laminates, and veneers. With two warehouses in Bengaluru and a strong vision for operational excellence, Plyneer is implementing an end-to-end automated Zoho ecosystem to achieve Amazon-level efficiency.

Position Overview:

We are seeking an experienced Zoho Books & Inventory Implementation Specialist to lead the deployment, customization, and integration of Zoho Books and Zoho Inventory. The ideal candidate will have deep expertise in Zoho ecosystem modules, inventory automation, cash and vendor workflows, expense management, and CRM integration.

Key Responsibilities:

1. Zoho Inventory Implementation & Automation

• Deploy a bin-wise inventory tracking system across warehouses (Warehouse → Zone → Aisle → Platform → Level → Slot → Bin).

• Implement unique QR codes for sheets/bundles and enable bulk “from-bin → to-bin” movements.

• Automate GRN → Purchase Bill flows with auto QR generation and bin assignment.

• Integrate dispatch & sales workflows with bin selection / scan-out.

• Generate reports: low stock alerts, bin-wise valuation, movement & aging, warehouse occupancy.

• Ensure seamless integration with Zoho Books, Creator, and Flow for real-time stock visibility.

2. Cash Payment Tracking Automation

• Design workflows to track cash collection, verification, and bank deposits.

• Configure automated overdue reminders to management, accounts, and customers.

• Enable daily cash summaries, auto-mapping deposits to invoices, and internal confirmations.

3. Vendor Onboarding & Purchase Workflow Automation

• Digitize vendor registration capturing email, phone, bank details, GSTIN verification, registration date, and tax compliance.

• Automate PO generation, vendor acknowledgment tracking, GRN & invoice approvals.

• Schedule automated payments based on credit terms and approvals.

• Ensure updates in Zoho Books vendor master and internal notifications.

4. Expense Management Automation

• Implement Zoho Expense workflows and auto-categorization by vendor/keywords.

• Configure approval levels: Accounts (L1), CEO (L2).

• Ensure validation: duplicate checks, OCR verification, GSTIN verification, advance balance checks.

• Automate accounting entries and generate reports: Expense vs Budget, Dept summary, pending approvals, and daily/weekly digests to CEO & Accounts.

5. Integration & Reporting

• Integrate Zoho Books ↔ Inventory ↔ CRM ↔ Creator ↔ Flow for end-to-end automation.

• Develop dashboards for inventory, sales, vendor, cash, and expense tracking.

• Perform Tally → Zoho Books migration with data accuracy validation.

6. Training & Support

• Conduct UAT and user training for Accounts, Warehouse, and Sales teams.

• Provide post-launch support, documentation, and optional AMC for system maintenance.

Qualifications & Skills:

• Proven experience in Zoho Books, Zoho Inventory, Zoho Creator, and Zoho Flow implementation.

• Strong knowledge of inventory management, warehouse operations, and bin-wise tracking systems.

• Expertise in automating workflows for cash, vendor management, purchases, and expenses.

• Experience in data migration from Tally ERP to Zoho Books.

• Understanding of B2B and B2C sales processes, quotation management, and CRM integration.

• Excellent problem-solving skills and ability to document processes.

• Strong communication skills in English; ability to train and guide teams.

Preferred:

• Experience implementing interactive customer portals or multi-quote systems.

• Familiarity with GST API, WhatsApp API integrations, and automated reporting