Industry
Accounting for wholesalers and importers
Vendor and customer reconciliations, landed costs, e-way bills, stock and cash — handled by a team that understands trading businesses.
CASE STUDY
Reconciliations, compliance and year-end for an electronics importer
An Indian importer of electronic components that sends goods interstate for contract PCB assembly, with books in Zoho Books
The challenge
Statements from key vendors and customers did not agree with the books, and interstate job-work shipments of imported components needed the right e-way bill treatment.
What we did
- Reconciled statements of account with major vendors and customers
- Guided e-way bill generation for interstate job-work shipments
- Prepared the year's financial statements from Zoho Books in the prior year's format
The result
Party balances were reconciled and the year's financial statements and income-tax return were prepared from the Zoho books.
What we do
What we handle for trading businesses
Party reconciliations
Statements from key vendors and customers reconciled with your books.
Landed cost and stock
Freight, duty and clearing allocated to stock so margins are real.
E-way bills and GST
Guidance on e-way bills, job-work movements and GST compliance.
Procurement insight
Which SKUs to buy, which are slow, and where cash is tied up.
13-week cash plan
A rolling cash view across branches with clear action items.
Year-end financials
Financial statements prepared from your books in a consistent format.
Why WeareZO
Numbers that follow your stock and your cash
Trading businesses live on working capital. We keep receivables, payables and stock reconciled so you know where cash is.
Your team gets reports it can act on — by branch, customer and product.
Case studies
More from this industry
Cash flow planning and procurement modelling for a Caribbean supplier
A paper and plastic products supplier with branches in the Caribbean, running Zoho Books, CRM and Analytics
The business needed to see its cash 13 weeks out across both branches, know which stock to buy, and give a new sales team its own reporting.
- Built a procurement model for the top SKUs over six months, comparing standard cost, actual bill rate and fully landed cost, and flagging slow movers whose spend could move to top sellers
- A 13-week cash flow plan by branch and combined, with an operator app for assumptions, the gap to target and action items
- Set up sales-by-customer reporting in Zoho Analytics for the new branch's sales reps, with CRM access limited to their own branch
Result: Management and operators now plan from a rolling 13-week cash plan with action items, and the new sales team has its own monthly sales-by-customer reporting.
FAQs
Frequently asked questions
Ready for books you can trust?
Book a free call with our team. We'll understand your setup, map your deliverables and share a fixed monthly price — no surprises.