Zoho CRM Inventory Integration

I need my existing Zoho CRM instance extended so it can track physical product inventory end-to-end. The immediate focus is on the Sales Orders module: creating it, customising the layout, and making sure stock levels update accurately whenever a sales order is confirmed.

Because everything we sell is a tangible item, the product catalogue has to include SKUs, warehouse locations, serial or batch numbers where applicable, and reorder thresholds. Please configure these details so they flow naturally into quotes and then into sales orders without manual re-entry.

I also want a light but reliable sales-process automation layer. Typical flow: when an opportunity hits the “Closed Won” stage, Zoho should automatically generate a sales order, reserve the corresponding quantity, and trigger an alert if any item falls below its reorder point. Any related emails or task notifications to the fulfilment team should fire off at the same moment. If you have best-practice suggestions on additional checkpoints—such as automated status updates to the customer—let’s discuss them and add where sensible.

Deliverables
• Fully configured Sales Orders module tied to Products and Accounts
• Custom fields and page layouts for physical goods (SKU, warehouse, stock on hand, reorder level)
• Automation rules/workflows that create the sales order, adjust inventory, and send notifications as described
• A short hand-off document or video walkthrough so my team can maintain the setup on their own

Hands-on experience with Zoho CRM’s Inventory features and Blueprint or Workflow automation is required; please share similar projects if you have them. I’m ready to start as soon as we agree on the milestones and timeline.