AGKEM Suggest Story

Custom ERP to Zoho Migration with Multi-Branch Accounting, Inventory Control, MIS Reports & Dashboards

overview

A3CA's journey with AGKEM to create a scalable finance

About the Client

Agkem is a growing business operating across multiple product categories, branches and warehouses. Before moving to Zoho, the company was using Fusion, a custom ERP system, for managing accounting, inventory and business operations.

As the business expanded, Agkem required a more scalable, cloud-based and integrated platform for accounting, GST compliance, inventory management, branch-wise reporting, sales tracking and management dashboards.

A3CA Global Private Limited implemented Zoho Books, Zoho Inventory and Zoho Analytics for Agkem to streamline finance, inventory and reporting operations under one connected ecosystem.

Business Challenge

Agkem was using Genius ERP, but the business needed a more flexible and scalable cloud-based solution that could support multi-branch accounting, inventory visibility and customized reporting.

The major challenges included:

our solution

A3CA’s Solution

A3CA implemented a complete Zoho Finance and Analytics solution covering:

 

  • Zoho Books Implementation
  • Zoho Inventory Implementation
  • Zoho Analytics Setup
  • Genius ERP to Zoho Migration
  • Custom MIS Reports
  • Business Intelligence Dashboards
  • Inventory Reports and Stock Dashboards
  • Branch-wise Profitability Reports
  • Sales Performance Dashboards

 

The implementation included multi-branch accounting, GST/TDS/TCS compliance setup, automated e-invoicing and e-way bills, multi-warehouse inventory management, inter-branch stock tracking, SKU automation, item-wise price history, sales target tracking and migration of 9,434 transactions into Zoho. 

.01

Zoho Books Implementation for Multi-Branch Accounting

Zoho Books was implemented as the core accounting and finance automation platform for Agkem.

Key Zoho Books Features Implemented

This helped Agkem centralize its accounting operations and improve compliance visibility across branches.

.02

Zoho Inventory Implementation for Warehouse & Stock Management

Zoho Inventory was implemented to manage stock across multiple warehouses and branches.

Key Zoho Inventory Features Implemented

With Zoho Inventory, Agkem gained better control over inventory movement, warehouse-level stock and item-wise performance.

.03

Zoho Analytics Implementation for Custom MIS Reports & Dashboards

These custom Zoho Analytics dashboards helped management track finance, inventory, sales and profitability in one place.

Custom MIS Reports & Dashboards Built

These custom Zoho Analytics dashboards helped management track finance, inventory, sales and profitability in one place.

.04

Genius ERP to Zoho Migration

A key part of the project was migrating Agkem from Genius custom ERP to Zoho Books and Zoho Inventory.

The migration included:

Implementation Approach

Phase 01.

Requirement Understanding

A3CA studied Agkem’s existing processes in Genius ERP, including accounting, inventory, branches, warehouses, sales reporting and MIS requirements.

Phase 02.

Zoho Books & Inventory Setup

Zoho Books and Zoho Inventory were configured for multi-branch accounting, tax compliance, inventory tracking and user access control.

Phase 03.

Data Migration from Genius ERP

Historical data, master data and transaction records were migrated from Genius ERP to Zoho.

Phase 04.

Custom MIS & Dashboard Development

Zoho Analytics dashboards were created for management reporting, sales tracking, inventory control and financial analysis.

Phase 05.

UAT, Training & Go-Live

The system was tested with the Agkem team, followed by user training, go-live and post-go-live support.

Business Impact

The implementation helped Agkem move from a custom ERP environment to a modern cloud-based Zoho ecosystem.

Successful migration from Genius ERP to Zoho

Centralized accounting in Zoho Books

Better inventory control through Zoho Inventory

Real-time MIS reporting through Zoho Analytics

Branch-wise and consolidated P&L visibility

Improved GST, TDS, TCS and e-invoicing compliance

Reduced dependency on manual Excel-based MIS reports

Improved visibility over stock aging, valuation and low-stock items

Why This Engagement Matters

For companies using traditional ERP or custom ERP software, reporting often becomes dependent on manual exports, Excel working and delayed MIS preparation.

By moving from Genius ERP to Zoho Books, Zoho Inventory and Zoho Analytics, Agkem received a scalable cloud-based platform for accounting, inventory and business intelligence.

This project is a strong example of how a business can use Zoho to build an integrated finance and inventory system with customized MIS reports, automated compliance and real-time dashboards.