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ZOHO FOR TRADING & DISTRIBUTION

Trading & Distribution,
orders, dealers, imports and exports.

Handle dealer orders, pricing, stock across godowns, imports, exports and collections in one flow, with GST and multi-currency built in.

Talk to an industry expert See how it works
Trading & Distribution on Zoho · built on Zoho
KTrading & DashboardOrdersDealersStockShipmentsCollections
DashboardSearch records…PK
Orders this week412+9%
Active dealers18612 new
Receivables₹1.8 Cr22% overdue
Containers in transit52 arriving
Sales by category
FMCGHardwareElectricalsTextilesChemicalsOthers
Recent activity
Order SO-7712 · Raj TradersAllocationApproved
Container CN-221ImportPending
Dealer credit · Om AgenciesCreditDelayed
Invoice INV-9921DispatchDispatched
Payment · Sai EnterprisesCollectionsDone
Dealer order received on the portal
THE CHALLENGE

What slows trading & distribution teams down today.

01Orders arrive by phone and WhatsAppDealer orders are re-typed, and mistakes follow.
02Stock across godowns is unclearSales promise stock that is already committed.
03Collections and credit limits slipOverdue dealers keep getting supplies.
HOW IT WORKS ON ZOHO

One connected flow, end to end.

Every step is configured around your process during implementation.

1OrderDealer and B2B orders
2PricePrice lists and schemes
3AllocateStock across godowns
4ShipInvoice, e-way bill and dispatch
5CollectCredit limits and reminders
WHAT WE BUILD

Built for Trading & Distribution, not adapted to it.

Dealer orderingDealer portal or app with price lists and schemes.
Multi-godown inventoryStock, transfers and reservations by location.
Import and exportLanded cost, multi-currency and shipment documents.
Credit controlCredit limits, ageing and automated reminders.
THE ZOHO STACK

The Zoho apps behind Trading & Distribution on Zoho.

Licensed, implemented and supported by Kelevo, a Zoho Premium Partner.

CRZoho CRMManage leads, deals and customers in one place, with process automation, omnichannel communication, analytics and AI built in.Explore CRM →InZoho InventoryStock, orders and warehouses managed across channels, with batch and serial tracking.Explore Inventory →BoZoho BooksGST-ready online accounting for invoicing, banking, expenses, inventory and financial reporting.Explore Books →CrZoho CreatorA low-code platform to build custom business apps for web and mobile, with workflows, reports and integrations.Explore Creator →AnZoho AnalyticsSelf-service BI and analytics: dashboards, reports and AI insights from all your business data.Explore Analytics →SaZoho SalesIQLive chat, visitor tracking and chatbots that turn website visitors into qualified leads and happy customers.Explore SalesIQ →
CLIENTS IN THIS SECTOR

Trading & Distribution businesses that run on Zoho with us.

Zoho implementations Kelevo delivered directly in this sector.

Miral Enterprise Pvt Ltd
Aditya Overseas
Anantco Enterprises Pvt. Ltd.
FAQS

Questions we often hear.

Do you have experience in trading & distribution?

Yes. Kelevo has delivered Zoho implementations for businesses in this sector, and our consultants start with a process workshop before configuring anything.

Can Zoho connect to the systems we already use?

Yes. We integrate Zoho with ERPs such as SAP, Microsoft Dynamics and Tally, payment gateways, telephony, marketplaces and in-house tools using native connectors, Zoho Flow or custom APIs.

How long does an implementation take?

Most projects go live in phases. After a short discovery, we share a phase-wise plan with scope, timeline and commercials before work begins.

TALK TO AN INDUSTRY EXPERT

Planning Zoho for trading & distribution?

A 45-minute discovery call maps your process to the right Zoho apps, with an indicative scope and plan.

Book a discovery call →