🧾 1. Custom Procurement Management in Zoho Creator
● Purchase Requisition (PR) module with department-wise user access
● Auto-assignment of approvals based on roles, budget limits & urgency
● Smart notifications via email and mobile
🚀 Case Study: How a Warehousing Business Automated Procurement & Finance Using Zoho Books + Zoho Creator
🏢 Client Background: Fast-Growing Warehousing Services Company
Our client is a Gurgaon-based warehousing and logistics service provider managing storage and fulfillment for various retail and e-commerce businesses. With over 1.5 lakh sq. ft. of managed space and multiple operational hubs, the client was struggling with manual finance operations and inefficient procurement workflows.
❌ The Problems They Faced
Despite having a strong ground operation, the backend systems were outdated:
● Manual purchase requisition and approvals on email or paper
● No centralized vendor database, leading to delays and duplicated entries
● Disparate systems — Tally for accounting, Excel for budgets, WhatsApp for communication
● High risk of errors, compliance gaps, and poor visibility into payables
● No real-time financial view or department-level spend control
They needed one connected system — scalable, cloud-based, and tailored to their operational needs.
✅ The Solution by A3CA: Zoho Books + Zoho Creator ERP Suite
As a Zoho Finance Premium Partner, we at A3CA Global proposed and implemented a hybrid solution built on Zoho Books and Zoho Creator — seamlessly integrated to manage both finance and procurement workflows.
🔧 What We Implemented
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👥 2. Vendor Onboarding & RFP Automation
● Custom Vendor Master with document uploads & status tracking
● RFP workflows to float purchase requests to pre-approved vendors
● Comparison sheets auto-generated inside the system
● Selection + approval in one unified screen -
🔄 3. Seamless Integration with Zoho Books
●Auto-push of approved PRs to Zoho Books as Purchase Orders or Bills
● Custom fields to tag departments, cost centers, warehouses, or regions
● Sync of vendor payments, TDS, and GST invoices with full audit trail -
📊 4. Real-Time Analytics with Zoho Analytics
● Department-wise spend dashboards
● Vendor performance & turnaround time reports
● Employee advance and recoverable reports
● Real-time budget utilization charts
● All custom reports embedded in a centralized finance dashboard
🔍 Why Zoho Was the Right Fit
● Zoho Books: Cloud-based, compliant with Indian GST, customizable, scalable
● Zoho Creator: Gave us flexibility to build procurement flows exactly as per client needs
● Zoho Analytics: Advanced reporting engine with department-wise and warehouse-wise visibility
🤝 Why A3CA Was Chosen
● Deep understanding of finance process automation and warehousing business operations
● Proven success with custom Zoho ERP implementations
● Dedicated Zoho-certified developers and domain consultants
● Post-implementation training + support + future change management
📝 Key Takeaways
● ✅ If you're running a warehouse, logistics, or fulfillment business, outdated systems can hold you back.
● ✅ Zoho’s cloud ecosystem offers scalability, compliance, and control.
● ✅ With the right partner like A3CA, you don’t just get tools — you get a tailored business system.
🚀 Ready to Build Your Own Custom ERP?
💬 Let’s talk about your business goals.
📩 Email: info@a3ca.com
🌐 Website: www.a3ca.com
📞 Book a free consultation with our Zoho experts.
We’ve done it for fast-growing warehousing businesses — you could be next.