Inventory Planner by Sage vs. Zoho Inventory

Inventory Planner has been helpful in managing our inventory in a new warehouse. Our purchasing and stocking decisions are now data-driven giving us greater confidence (and keeping the accounts team happy).

Incentivized

Requires a lot of customisation to get started. Very limited customer support, support appeared to not be that knowledgable with issues that aren't the usual issues most users get. Forms aren't optimised for conversions. Zoho offers a lot of features but the depth of its functionality proves limited as our demands increase.

Incentivized

• Tracks which orders have been shipped
• Tracks which orders have been packed
• Tracks with orders have been invoiced
• Works well with Zoho Books

Incentivized

• Templates within Zoho Inventory are very weak. You can't customize many including package slips, shipment docs, etc...
• When an order has multiple packages, it's next to impossible to find the item you are looking for. Scenario, a large order has many packages and a customer has cancelled one of the items. You must click through every package to find the item, edit the package and remove it before you can cancel the item.
• The reports within Inventory are extremely basic and many of them are useless
• The packing slip module is useless as it does not print out bin locations
• It's an inventory management system but it does not have bin locations
• The backorder system is useless. If you "backorder" something then the whole order is locked until the backorder arrives in. Scenario.... a client orders 20 items, 1 is on backorder. You "backorder" that one item but want to ship the other 19... not possible. The order gets completely locked.
• You can't print out RMA requests. There is just no option to do it, you have to do a screen shot
• Integration with Amazon or other 3rd party e-commerce providers is troublesome.

Incentivized

It is relatively easy to customise but the problem is sometimes it is not easy to see where this customisation is available. Also the integrations with external systems can prove problematic both during installation and ongoing development and maintenance. It's great for small companies with a simple inventory or even larger organisations with smaller product lines. And it is reasonably priced if you ar eprepared to put the time in.

Incentivized

The inventory management is better than QuickBooks however you give up an awful lot to get that benefit. The reporting in QuickBooks is far superior. The reporting in Inventory is terrible with every few options to customize the reports. For example, pulling in a salesperson report that factors in returns is not possible. You can't pull a report to see what items need to be picked for all open orders.

Incentivized

• Coming from QuickBooks enterprise with inventory add-on it's an improvement in tracking stock because it restricts so much of what you do.
• Migrating to Inventory was a bit of a nightmare. I'd recommend starting clean or bring as little data as possible.

Incentivized