Navigating Zoho ERP

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Zoho ERP is a powerful online business management platform that helps you manage all your business finances in one place. Despite its wide range of features, Zoho ERP is easy to navigate and use, making day-to-day business operations quick and efficient. Let’s take a look at how to get around Zoho ERP.

• Dashboard: Gain insight into your organisation’s financial status. You can view key metrics such as receivables, payables, revenue, expenses, and more in one place. Zoho ERP provides default dashboards like Receivables, Procurement, Payroll, Travel and Expense, Retail, and more, based on your business requirements. Learn more.
• Left Sidebar: Access different modules within the application.
• Search Bar: Find anything you need within Zoho ERP. Use Advanced Search to apply filters to modules and locate specific information.
• Organisation: Allows you to manage and switch between multiple Zoho ERP organisations.
• Quick Create: Create transactions with a single click instead of navigating to their respective modules.
• Notifications: Alerts notify you of important updates and reminders about transactions and actions created and modified in your organisation.
• Settings: Customise and configure required preferences in your Zoho ERP organisation.
• Profile and Help: Access account information, Help Docs, FAQs, Forums, and Migration Guides conveniently in one place.