Zoho · Books & Creator Case study

Customized inventory and sales management solution using Zoho Books and Zoho Creator.

How TekyDoct built a UOM-aware inventory + mobile field-sales solution for Parvathi Textiles, unifying accounting, inventory and field operations in real time.

Client
Parvati Textiles Center
Industry
FMCG Distributors
Location
Brunei
Solutions Implemented
Zoho Books & Zoho Creator
Implementation Partner
TekyDoct · Authorized Zoho Partner
Customized inventory and sales management solution using Zoho Books and Zoho Creator.

// Overview

Parvathi Textiles is a growing textile business with an active field sales team and a complex inventory structure driven by multiple Units of Measurement (UOM). With products measured and sold in varying units based on business needs, the organization required a digital system that could accurately reflect real-world inventory movement while supporting sales operations and management visibility. To meet these requirements, Parvathi Textiles partnered with TekyDoct, an Authorized Zoho Partner, to design a customized inventory and sales management solution using Zoho Books and Zoho Creator.

Centralized
Accounting + inventory in one system
UOM-aware
Inventory model for textile operations
Mobile
Field-sales order creation
Real-time
Sales, inventory & performance visibility

// The work

Challenge, approach, result.

01
Challenge

Business Challenges

As the business expanded, Parvathi Textiles identified the need for a more structured and scalable system to support daily operations:

  • A centralized platform to manage accounting and inventory in a single system.
  • Inventory management aligned with a unique UOM-based structure specific to textile operations.
  • Mobile-based sales order creation to support multiple field salespersons.
  • Accurate synchronization between sales, inventory movement, and accounting records.
  • Real-time visibility into sales performance, inventory status, and overall business activity.
  • These requirements highlighted the need for a solution that could go beyond standard accounting configurations while maintaining data accuracy and operational efficiency.
02
Solution

Our Approach

TekyDoct worked closely with Parvathi Textiles to understand their inventory logic, sales workflow, and reporting needs. The solution was designed with flexibility at its core — combining the robustness of Zoho Books with the customization capabilities of Zoho Creator. The focus was on enabling UOM-level inventory control, digitizing field sales activities, and providing management with real-time, actionable insights through centralized dashboards.

  • Centralized Accounting & Inventory with Zoho Books — chart of accounts, customers, vendors, taxes and products structured for end-to-end operations.
  • UOM-Based Inventory Management built in Zoho Creator with UOM-level logic applied to every inventory movement.
  • Seamless Zoho Books ↔ Creator integration keeping accounting and inventory records consistent.
  • Zoho Creator mobile app so field salespeople capture sales orders in real time from any location.
  • Geolocation captured at the time of every field-sales order for traceability.
  • Centralized dashboards providing a consolidated view of sales orders, invoices, inventory status and performance — with automated reporting.
03
Result

Key Business Outcomes

The Zoho Books + Zoho Creator solution gave Parvathi Textiles a unified operational system tailored to how the business actually runs — with UOM-precise inventory, digital field sales and live business visibility.

  • Centralized accounting and inventory management across the organization.
  • Accurate inventory tracking aligned with custom UOM requirements.
  • Digital, mobile-based sales order creation for field sales teams.
  • Real-time visibility into sales, inventory, and business performance.
  • Improved coordination between sales, inventory, and finance functions.

// Technology stack

Zoho BooksZoho CreatorCustom Inventory ModulesUOM-Based TrackingMobile Sales AppGeolocation CaptureCentral Dashboards

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