Integration of Zoho Inventory, Zakya, POS, and WhatsApp for Sales order and customer communication

Integration of Zoho Inventory, Zakya, POS, and WhatsApp for Sales order and customer communication

 

  • Outcome:

The outcome of this use case is the successful integration of WhatsApp with Zoho Inventory, Zakya, and PineLabs POS, enabling businesses to automate payment requests, send payment acknowledgments, and deliver invoices to customers directly via WhatsApp for faster and more efficient customer communication.

  • Use case Implimentation Steps:

Implementation Stage 1: Login to Zoho Inventory  

Description:
Log in to Zoho Inventory using the registered email ID and password.

Input:

  • Registered email ID

  • Password

  • Internet access

Output:

  • Successful login to the Zoho Inventory dashboard

  • Access to inventory management features

  • Confirmation message for successful login

 

 

Implementation Stage 2: Login to Zakya  

Description:
Log in to Zakya using the same registered credentials to automatically sync with Zoho Inventory.

Input:

  • Registered email ID (same as Zoho Inventory)

  • Password

  • Internet access

Output:

  • Successful login to Zakya

  • Automatic syncing with Zoho Inventory

 

Implementation Stage 2: POS Integration  

Description:
Integrate the PineLabs POS system with Zoho Inventory to enable seamless transaction processing and inventory updates.

Input:

  • Access to Zoho Inventory settings

  • POS system credentials

  • Internet access

 

 

Output:

  • Successful integration of PineLabs POS with Zoho Inventory

  • Real-time syncing of sales transactions and inventory updates

  • Confirmation message for successful POS integration

 

 

Implementation Stage 4: WhatsApp Integration Setup  

Description:
Enable WhatsApp messaging directly through Zoho Inventory to send payment requests, payment acknowledgments, and invoices.

Input:

  • WhatsApp-enabled customer phone numbers (must include country code)

  • Communication via WhatsApp enabled in customer profiles

  • Access to Zoho Inventory settings

Output:

  • WhatsApp messaging activated in Zoho Inventory

  • Automated communication based on payment/order status

  • Confirmation message for successful WhatsApp setup

Implementation Stage 6: Add Tender in POS  

Description:
Configure and add tender types (cash, card, UPI, etc.) in the PineLabs POS system for flexible payment collection.

Input:

  • Access to POS system settings

  • Required tender types for the business

  • Admin access in POS

Output:

  • Multiple payment modes configured successfully

  • Smooth checkout experience for customers

  • Confirmation message for successful tender setup

 

Implementation Stage 6: Deploy and Monitor  

Description:
Deploy the integrated system for live usage and monitor performance to ensure stable operations and communication.

Input:

  • Real-time customer and sales data

  • Active use of Zoho Inventory, Zakya, and POS

  • Dashboard access for monitoring

Output:

  • Fully operational integration across all platforms

  • WhatsApp communication triggered at key sales/payment events

  • Real-time data visibility and performance tracking

  • Confirmation of smooth deployment

 

  • Target Audience:

  • Business Owners
    Monitor and manage unified sales, inventory, and customer communication.
    Gain insights into financials and stock in real time.

  • Retail Store Managers
    Oversee in-store operations and POS transactions.
    Coordinate sales and inventory with Zakya.

  • Sales & Cashiers
    Process transactions via POS efficiently.
    Ensure correct tender usage and customer data input.

  • Finance & Accounting Teams
    Track payment confirmations and send WhatsApp invoices.
    Reconcile multi-mode payments across systems.

  • IT & System Administrators
    Ensure stable integration and data sync across platforms.
    Monitor performance and troubleshoot communication issues.

  • Tool Permission Required:

  • Zoho Inventory

  • Zakya

  • PineLabs POS

  • WhatsApp

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