Zoho Inventory & Books User Training - Melbourne
Streamline Your Inventory and Financial Management
Date and time
Location
Collins Street
Collins Street Melbourne, VIC 3004 AustraliaRefund Policy
Agenda
2:00 PM - 2:15 PM
Welcome & Introductions
2:15 PM - 3:15 PM
Module 1: Introduction to Zoho Inventory
3:15 PM - 3:30 PM
Afternoon Break
3:30 PM - 4:30 PM
Module 2: Managing Inventory and Orders
4:30 PM - 5:30 PM
Module 3: Introduction to Zoho Books
5:30 PM - 6:00 PM
Module 4: Integrating Zoho Inventory with Zoho Books
5:30 PM - 6:00 PM
Module 4: Integrating Zoho Inventory with Zoho Books
6:00 PM - 6:45 PM
Module 5: Reporting and Analytics
6:45 PM - 7:00 PM
Wrap-Up & Q&A
About this event
- Event lasts 5 hours
Join us for an engaging half-day workshop focused on Zoho Inventory and Zoho Books, designed for business owners, finance teams, and inventory managers. This session will provide participants with the skills needed to effectively manage inventory and financial transactions using these powerful tools.
Through practical demonstrations and hands-on exercises, attendees will learn how to track inventory levels, manage orders, create invoices, and generate financial reports. This workshop aims to empower participants to enhance their inventory and financial workflows, ensuring accurate stock management and streamlined accounting processes.
What You’ll Learn:
- Navigating the Zoho Inventory and Zoho Books interfaces
- Managing inventory levels, stock movements, and orders
- Creating and customising invoices and credit notes
- Integrating Zoho Inventory with Zoho Books for seamless financial tracking
- Generating and interpreting inventory and financial reports
Includes:
- Hands-on exercises and demonstrations
- Printed/digital training materials
- Time for Q&A and tailored support
Frequently asked questions
This workshop is designed for business owners, finance teams, inventory managers, and anyone involved in managing inventory and financial transactions using Zoho Inventory and Zoho Books.
No prior experience is required. This workshop will cover the basics of both Zoho Inventory and Zoho Books, making it suitable for beginners as well as those looking to enhance their skills.
Please bring a laptop with access to your Zoho Inventory and Zoho Books accounts. If you don’t have an account, we can provide a demo account for training purposes. A charger is also recommended.
Yes, refreshments will be provided during the workshop. Please inform us of any dietary restrictions when registering.
Yes, you will receive printed or digital training materials, including step-by-step guides and reference documents for future use.
The training will run from 2:00pm to 7:00pm, including a short break.
Absolutely! There will be dedicated time for Q&A throughout the session, and you can also ask questions during breaks.
No, this is a live, in-person training event. However, participants will receive training materials that they can refer to later.
Participants will have access to limited post-training email support for follow-up questions, and options for additional consulting can be discussed at the end of the workshop.
The workshop covers both platforms comprehensively, so attendance for the full session is recommended to gain the most benefit. However, please reach out to us for any specific requests.
Organized by
The CRM Agency has been helping businesses improve their CRM systems and workflows since 2013. We specialise in Zoho CRM consulting, training, and automation to boost efficiency and reduce manual work. Our team focuses on practical, tailored solutions that deliver real results.