Zoho CRM has a gallery of predefined inventory templates, you can choose any sample and use it for your business purpose. Alternatively, you can build a template of your own and customize it as needed.
Follow the steps below to create a template:
- Click Setup > Customization > Templates > Inventory.
- Click + New Template.
- Select the module (Quotes, Sales Orders, Purchase order, Invoices) for which you want to create an inventory template.
- Click Next for the Template Gallery page.
And choose a blank or pre-designed template.