Zoho Books warehouse stock control with BPS CA

Prerequisites

• Zoho Books organisation with Admin rights to authorise OAuth
• BPS CA Admin access to /admin/integrations

Setup

Rolling out: Zoho Books connections are being finalised. Email support@bpsfuturetech.com to be onboarded.

1. Admin opens /admin/integrations, chooses Zoho Books, and completes OAuth in a new tab.
2. Accounts on other Zoho data centres: contact support to connect.
3. Tokens are stored encrypted; refresh when Zoho allows it.
4. Use Sync Now / Sync all to pull bills and invoices into pending trades.
5. Optionally enable scheduled sync (opt-in; off by default). Map unrecognised item, party and location names on synced lines to your BPS CA records.

Full walkthrough: Integrations & Cloud Sync in the guide.

What syncs

• purchase and sale lines arrive as pending trades (no re-keying)
• zero-duplicate replay protection on re-sync
• voided or cancelled ledger invoices mark matching pending rows VOIDED
• source badges: ZOHO, XERO, QBO, TALLY vs OCR
• scheduled sync is opt-in
• tax name, rate and amount per line (GST, VAT, or sales tax as returned by the ledger)
• Map unrecognised item, party and location names on synced lines to your BPS CA records.

What BPS CA adds before stock moves

Synced lines arrive as pending trades. Purchases wait for a three-way match of the ledger entry, the supplier bill (OCR), and signed delivery proof. Sales and samples need the ledger entry plus dispatch proof. Stock changes only after an Admin confirms, or opt-in auto-confirm on a clean match.

Related: Pricing · why book stock and physical stock drift apart.