Zoho Books & AccountingFor accountants, finance users, and business owners Navigate contacts, items, account codes, and transaction records.Create invoices, record payments, and handle credit notes.Enter bills and expenses; follow payment and approval routines.Practise bank matching and reconciliation using sample transactions.Read receivables, payables, financial, and configured tax reports. Practice outcome: follow a customer invoice through payment and review its reporting impact. Advanced Books Ultimate topics are scoped to your enabled features.
Zoho POS & Outlet TeamsFor cashiers, supervisors, and retail managers Understand product lookups, pricing, and user responsibilities.Practise checkout and the payment methods configured for the outlet.Handle returns or corrections through the approved process.Review stock handoffs, outlet reporting, and daily closing tasks.Separate cashier actions from manager approvals and exceptions. Practice outcome: complete a sample retail transaction and explain the checks needed at closing. POS training can be included or excluded from a wider team plan.
Zoho People & PayrollFor HR, payroll processors, and line managers Maintain employee information and role-based access.Follow leave requests, attendance reviews, and manager approvals.Understand configured salary components and payroll inputs.Practise payroll review, exception checks, and reporting.Clarify HR-to-finance handoffs and employee self-service tasks. Practice outcome: walk through a sample employee request or payroll review. Availability and statutory requirements are checked for your country edition.
Zoho CRM & Sales AdoptionFor salespeople, team leaders, and CRM owners Capture leads and maintain useful customer information.Qualify opportunities and update the right pipeline stage.Schedule follow-ups, log calls, and keep activities visible.Use views, filters, tasks, and agreed assignment rules.Interpret pipeline reports and manager dashboards. Practice outcome: move a sample lead through qualification, create a next action, and locate it in the sales pipeline.
Zoho Inventory & PurchasingFor purchasing, warehouse, and fulfilment users Work with item records, units, and warehouse visibility.Follow purchase orders and receiving workflows.Practise sales orders, fulfilment, and dispatch handoffs.Review stock transfers or adjustments with appropriate approvals.Understand configured connections to Zoho Books. Practice outcome: trace a sample order from stock availability to fulfilment and the finance handoff.
Administrators & Connected AppsFor application owners, managers, and key users Understand users, roles, permissions, and organization settings.Review templates, approvals, reports, and basic workflow ownership.Scope Projects tasks, milestones, and timesheet routines.Scope Desk ticket triage, assignment, and escalation routines.Distinguish a user-training issue from a configuration issue. Practice outcome: identify the right owner for a process, report, or access question across your chosen apps.
Focused refresherOne app. Specific questions.For users who already work in Zoho but need help with a defined process or report.One app or a small set of related workflowsTarget the tasks causing uncertaintyPractice and question time around agreed topicsBest starting point: a finance team struggling with reconciliation or a sales team needing CRM discipline.
Department trainingBuild consistent working habits.For teams onboarding new staff or standardizing how an application is used.Topics grouped by responsibility and experienceRepresentative records and practical exercisesReview common mistakes and handoff checksBest starting point: finance, HR, sales, or outlet teams learning a shared process.
Connected team rolloutBring departments together.For businesses using several Zoho apps or training across branches and outlets.Separate learning paths for each user groupCross-app handoffs and manager visibilityPhased sessions and an agreed follow-up scopeBest starting point: Books, Inventory, CRM, and People users who need to understand their connected responsibilities.