Ideas to put to work
Margin and stock analysis an operations analyst would build each month.
Margin by item
Sofia reads invoices and bills by item, builds an Excel margin analysis, and shows which items earn their place.
Purchase orders for low stock
Sofia reads items running low and drafts purchase orders to the usual suppliers, with your approval.
Sales orders from email
Sofia reads customer orders in Outlook and creates the sales order with the right items, with your approval.
Shipped but not paid
Sofia compares sales orders, invoices and customer payments and lists orders shipped but not yet paid.
Monthly operations report
Sofia reads sales, purchases and credit notes and drafts the client's monthly operations report in Word.
What Sofia can do with Zoho Inventory
Sofia reads and keeps current
- Invoices
- Customer payments
- Sales orders
- Purchase orders
- Bills
- Credit notes
- Contacts
- Items
Sofia does, with your approval where you want it
- Create or update an invoice
- Record a customer payment
- Create or update a sales order
- Create or update a purchase order
- Create or update a bill
- Create a credit note
- Create or update a contact
- Void an invoice
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft OutlookMicrosoft's email and calendar
- Microsoft WordWord processor for letters, reports and contracts
QuickBooksAccounting software for small and mid-sized businesses
XeroCloud accounting for small businesses
NetSuiteCloud ERP for finance and operations- FreshBooksInvoicing and accounting for service businesses
StripeOnline payments, invoicing and subscriptions
Let Sofia analyze your Zoho Inventory
Score your firm in three minutes, or talk to our team.