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Zoho Inventory Integration
Our Customer
Food Wholesale Distributor
About Our Customer
A mid-size Distributor that is part of the food wholesaler industry dealing with consumer-packaged goods (CPG). With over 70 years of industry experience, they are a distributor in a specialized key market to grocery stores and the hospitality industry across Canada.
Key Focus For This Project
Automated Inventory Control, EDI
The Issues To Resolve
The Distributor had been managing their inventory comfortably using basic spreadsheets. When they acquired a competitor with a greater volume of orders, they knew they needed automation to keep pace. Order volumes increased so steeply and so quickly that their systems were not up to the task. Their existing manual process was problematic in general and inadequate for EDI in particular. In the past their business had primarily involved dropshipping directly from manufacturers, now the business demanded that they assume responsibility to ship directly from their warehouse. The new business volume required a more formalized and comprehensive way to control and monitor stock levels to keep up with more orders both incoming and outgoing.
The Integral Group Solution
Adding an inventory system was important. But getting stock counts in isolation wasn’t a complete solution. The Distributor needed to manage online and offline orders and easily track stock levels across multiple sales channels. Of equal importance, this new inventory system needed to be incorporated seamlessly into their workflow. With that in mind the Distributor chose Zoho Inventory.
To effectively manage their new higher volumes of transactions, EDI and Zoho Inventory needed to work together harmoniously. Integral Group was already successfully managing all of the Distributor’s EDI transactions, so it was an easy decision to enlist Integral to do the integration. This was facilitated using Zoho’s API for a seamless flow of orders. After the initial setup and testing, the next major step was to add 25 additional retailers to the workflow. The result is that inventory is now streamlined, managed and updated in real time across many selling channels. The final step was to connect to the Distributor’s 3PL warehouse and create a fully automated order management process.
To effectively manage their new higher volumes of transactions, EDI and Zoho Inventory needed to work together harmoniously. Integral Group was already successfully managing all of the Distributor’s EDI transactions, so it was an easy decision to enlist Integral to do the integration. This was facilitated using Zoho’s API for a seamless flow of orders. After the initial setup and testing, the next major step was to add 25 additional retailers to the workflow. The result is that inventory is now streamlined, managed and updated in real time across many selling channels. The final step was to connect to the Distributor’s 3PL warehouse and create a fully automated order management process.
The Issues To Resolve
The Distributor had been managing their inventory comfortably using basic spreadsheets. When they acquired a competitor with a greater volume of orders, they knew they needed automation to keep pace. Order volumes increased so steeply and so quickly that their systems were not up to the task. Their existing manual process was problematic in general and inadequate for EDI in particular. In the past their business had primarily involved dropshipping directly from manufacturers, now the business demanded that they assume responsibility to ship directly from their warehouse. The new business volume required a more formalized and comprehensive way to control and monitor stock levels to keep up with more orders both incoming and outgoing.
The Integral Group Solution
Adding an inventory system was important. But getting stock counts in isolation wasn’t a complete solution. The Distributor needed to manage online and offline orders and easily track stock levels across multiple sales channels. Of equal importance, this new inventory system needed to be incorporated seamlessly into their workflow. With that in mind the Distributor chose Zoho Inventory.
To effectively manage their new higher volumes of transactions, EDI and Zoho Inventory needed to work together harmoniously. Integral Group was already successfully managing all of the Distributor’s EDI transactions, so it was an easy decision to enlist Integral to do the integration. This was facilitated using Zoho’s API for a seamless flow of orders. After the initial setup and testing, the next major step was to add 25 additional retailers to the workflow. The result is that inventory is now streamlined, managed and updated in real time across many selling channels. The final step was to connect to the Distributor’s 3PL warehouse and create a fully automated order management process.
To effectively manage their new higher volumes of transactions, EDI and Zoho Inventory needed to work together harmoniously. Integral Group was already successfully managing all of the Distributor’s EDI transactions, so it was an easy decision to enlist Integral to do the integration. This was facilitated using Zoho’s API for a seamless flow of orders. After the initial setup and testing, the next major step was to add 25 additional retailers to the workflow. The result is that inventory is now streamlined, managed and updated in real time across many selling channels. The final step was to connect to the Distributor’s 3PL warehouse and create a fully automated order management process.
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