Zoho Developer

Plyneer Industries Pvt. Ltd.Zoho Implementation Requirement Document (RFP)Date: October 2025Headquarters: Bengaluru, IndiaFounded: August 2024Industry: Plywood Manufacturing & DistributionWarehouses: 2 (Bengaluru)1. Project OverviewPlyneer 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 & AutomationCash Payment TrackingVendor Onboarding & Purchase WorkflowExpense AutomationMulti-Quote Generator & Customer PortalGoal: Achieve Amazon-level operational efficiency and order automation, while maintaining strong financial control and visibility.2. Modules & RequirementsA. Inventory Management & AutomationObjective:Deploy a bin-wise inventory tracking system for every plywood sheet, integrated with Zoho Inventory & Books for total stock visibility and automation.RequirementsBin hierarchy: Warehouse → Zone → Aisle → Platform → Level → Slot → BinUnique QR codes for every sheet or bundleBulk “from-bin → to-bin” entry during purchase, not per sheetGRN → Purchase Bill flow with auto QR generation and bin assignmentSales dispatch linked to bin selection / scan-outReports: low stock alerts, bin-wise valuation, movement & aging, warehouse occupancyIntegration: Zoho Inventory + Books + Creator + FlowB. Cash Payment Tracking WorkflowObjective:Automate cash collection, verification, and bank deposit processes for traceability and timely reporting.WorkflowMandatory Cash Collection Due Date on every cash invoiceAutomated overdue reminders to Abhishek Sir, Accounts, and CustomerAssign Collector for each collectionCash in hand tracking until bank depositDaily Cash Summary to CEO & AccountsOn deposit to HDFC Bank: auto map to invoice + send payment receipt to customer + internal confirmationC. Vendor Onboarding & Purchase WorkflowObjective:Digitize vendor registration, PO creation, goods receipt, and payment automation.WorkflowVendor RegistrationDigital form capturing Email, Phone, Bank details, GSTIN (API verified), Registration Date, Return filing confirmationAuto Vendor Agreement acceptanceInternal review → approval → sync to Zoho Books Vendor MasterPurchase Order ManagementPO auto-sent to vendor via email + WhatsApp/SMSVendor acknowledgment updates statusInvoice & Goods Receipt ApprovalInvoices from registered emails auto-recorded with PDF attachmentWarehouse approval (Quantity + Quality) required before paymentPayment AutomationAuto-schedule based on credit terms and approvalUpdate Books ledger and send confirmation to vendor + internal teamD. Expense Management AutomationObjective:Automate expense submission, approval, and accounting for speed and compliance.WorkflowSources: Zoho Expense, Email upload, Zoho BooksMandatory fields: Category, Amount, Mode, Dept, ReceiptAuto-categorization by keywords/vendorApproval LevelsLevel ApproverL1 AccountsL2 CEO (Abhishek Sir)Validation: duplicate check, OCR amount match, GSTIN verification, advance balance checkAccounting: auto-post to Books ledgers, input GST, journal for reimbursements, deduct cash expensesReports: Expense vs Budget, Dept Summary, Pending Approvals, Daily/Weekly digest to CEO & AccountsE. Multi-Quote Generator & Customer Self-Checkout PortalObjective: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 / MyntraProduct cards showing Image, Name, Grade, Price, Warranty, Stock StatusFilters for Grade, Size, Price, Warranty“Add to Quote” with quantity selectorLive stock visibility from InventoryAutomatic alternates for out-of-stock itemsQuote summary with GST break-up & delivery estimateCustomer Details Form (Self Entry)Field Description ValidationFull Name Required TextCompany Name Optional (B2B) TextEmail Required Format checkMobile Required 10 digitsShipping / Billing Address Required Text + Pincode lookupGST Number Shown if B2B GST API verificationBusiness Type B2B / B2C RequiredNotes Optional Free text✅ GST auto-fetch for legal name & stateQuote Generation & SubmissionCustomer reviews items → clicks “Generate My Quote”System creates formal Plyneer-branded quotation (PDF + link)Auto-emails/WhatsApps to customer and sales repAutomatically creates: CRM Contact & Account record (B2B if GST valid) + Quotation in BooksReminder if inactive > 24 hrsBackend IntegrationModule FunctionZoho CRM Lead + quote trackingZoho Books Quotation & pricing logicZoho Inventory Stock syncZoho Creator Front-end portal UIZoho Flow Automations / alertsGST API GSTIN verificationWhatsApp API (Interakt) Quote sharing & follow-upExpected OutputsInteractive multi-quote PDF & portalB2B checkout with GST captureStock-linked pricing & alternatesAuto Sales Order creation on approvalAnalytics for quote-to-order conversion3. Technical & Functional DeliverablesArea DeliverableData Migration Complete Tally → Zoho Books migrationAutomation Deluge / Flow scripts for cash, vendor, expenses, quotesCustom UI Amazon-style quote portal (Zoho Creator)Integration CRM ↔ Books ↔ Inventory ↔ CreatorTesting & Training UAT + documentationSupport Post-launch warranty & AMC options4. Partner Proposal Should IncludeTechnical approach & timelineModule-wise development scope and costSupport and AMC structureCase studies / experience with Zoho custom solutions5. ContactCompany: Plyneer Industries Pvt. Ltd.Contact Person:Location: Bengaluru, IndiaEmail: