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The CRM Zen Show Episode 193 – Expensin’ On The Edge

Zoho News

Implementation Of The Week

  • Zoho Inventory Daily Re-order Report Delivery via Zoho Analytics
    • Reorder points can be set for items within Inventory
    • Notifications can be sent when a specific item hits the reorder point, but it is one email per product
    • This can be hard to track for companies with many items being sold
    • Query tables built within Analytics to calculate current stock, and compare to reorder point
    • If current stock is less than reorder point, the item will be included on a pivot table
    • If there is at least one row on the pivot table, it is sent out at the end of the day to the purchasing team so they can have one singular report of items needing reorder the following day

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • Canva
    • Most of you probably already know about or use Canva.  But for those of you that don’t, this is an excellent tool to quickly edit and create images.

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