The video explains how to set up an automation in Zoho CRM for drop shipping companies. The speaker, Andrew Simpson, shows how to create a workflow rule that will automatically convert a sales order to a purchase order when a new sales order is created. She demonstrates how to import the ID of the sales order and use it to pull in all the values of the sales order and create a new purchase order using the information from the sales order. The video also covers how to handle multiple vendors and other aspects of the process.
Automating your purchase orders is essential for any dropshipping company that wants to scale their business and leave the day-to-day operations to a trusted system. Automating POs removes the manual burden of having to submit and manage orders manually, freeing up time for more important tasks. Having an automated system in place also eliminates the risk of human error, increases accuracy and efficiency, and reduces the cost of manual labor. Furthermore, automation allows you to track and monitor every purchase order to ensure that it is accurate and up-to-date, and that you're able to stay on top of any changes in pricing or availability. In short, automating your purchase orders is the best way for a dropshipping business to scale their operations and leave the day-to-day operations to an automated system.
Zoho CRM and Zoho Deluge are powerful tools that help dropshipping businesses make complex offerings while spending no time on the administrative end of the business. With these tools, businesses can automate their processes and track sales, customers, orders, and more. Additionally, with Zoho Deluge, businesses can create custom scripts and workflows to automate tasks and processes, such as sending emails and invoices. By using Zoho CRM and Zoho Deluge, dropshipping businesses can simplify their operations and save time, allowing them to focus more on the customer experience and building their brand.
