Problem
The native integration between Zoho Inventory and Shopify allows for product and order synchronization but doesn’t automatically generate invoices or apply payments received through Shopify. This results in significant manual processing when orders synced to Inventory need to be managed.
Solution
Using Zoho Flow, we automated the conversion of orders into invoices in Zoho Inventory and applied the corresponding payments. We also mapped different payment methods from the online store to facilitate end-of-month bank reconciliation. Finally, to ensure no sync issues between Shopify and Zoho Inventory, we created validation reports in Zoho Analytics.
Benefits
- Cost Reduction:
Automation through Zoho Flow significantly reduced order processing time. - Error Reduction:
Syncing third-party apps often introduces issues — Zoho Analytics reports help identify and resolve them quickly. - Reliable Reconciliation:
High transaction volumes often make accurate reconciliation difficult, leading to potential losses — this solution ensures precise financial tracking.
