Entech Products - Decision Guide 2

Scope Refinement

Based on your responses in Decision Guide 1, we have prepared this targeted guide to finalize the strategy for your upcoming migration.

Company Structure & Scope

Commission Deal Handling Critical Requirement

Enable Solution Per our email discussion: We can configure Zoho CRM so that only "Buy & Resale" deals sync to Zoho Books. "Commission-Only" deals can remain in CRM (or sync to a different entity) to keep Entech's books clean.

Please confirm your preferred workflow for Commission Deals:

Keep in CRM OnlyCommission deals stay in CRM; only Buy/Resale syncs to Entech Books.

Sync to Separate Books OrgSync commission deals to a separate "Commission Entity" Zoho Books account.

Notes on Company Structure:

Payroll Integration Scope

We discussed multi-state payroll (12 employees, 3 states). Is migrating Payroll to Zoho part of this project?

Yes, Include in ImplementationMigrate Books and Payroll together.

No, Defer to RoadmapStabilize Books first, migrate Payroll as a future enhancement.

Payroll Specifics:

Migration & Finance

Migration Depth Critical Decision

Enable Recommendation Migrating full transaction history from QBO is complex and risky. We recommend migrating Lists + Opening Balances (2-3 units effort) and keeping QBO accessible for historical lookups.

What is the primary driver for requesting "Multi-Year History"?

Reporting ContinuityNeed multi-year comparison reports inside Zoho.

Customer LookupFrequently reference old invoices/projects.

Assumed StandardI thought this was the standard way to migrate.

Notes / Feedback:

Chart of Accounts Approach

Enable Recommendation We recommend having the Enable Team review your Chart of Accounts first. Post-review, we will finalize the implementation strategy to ensure optimal reporting.

Feedback on COA Review:

Inventory & Operations

Inventory & Kitting Strategy

To ensure we build the right workflow, we need to understand the lifecycle of your parts.

Process Documentation:

Do you have a document that describes the entire process including parts sourcing, quoting, invoicing, and AR tracking?

Item Setup:

How many items require a simple copy/paste in the invoice vs. adding them into Inventory for later use? What % are repeat vs. new entries?

Bill of Materials (BOM)

Do you have a document that describes your assembly/BOM process?

Warehouse & Fulfillment

Is this your own warehouse or a vendor? In other words, do you ship to yourselves to stage for clients, or do you ship directly to clients (drop-ship)?

Billing & Sales Workflows

Quoting Process

Opportunity Moving quoting from outside QBO into Zoho CRM eliminates double-entry and improves visibility.

Interest in moving Quoting to Zoho?

Yes, Definitely

Yes, But Later (Future)

No, Keep Current Process

Notes:

Progress Billing Requirements

We understand the mechanics (Deposit -> Fab -> Ship). Now we need to understand the vision.

Vision:

Please describe how you want your billing process to feel or how you envision it working ideally.

Efficiency Gains:

How many hours per week might you save if you had a more streamlined process?

Project vs. Non-Project:

What % of your orders are "Outside of Project" vs. Project-based?

Friction Points:

What area of your process works best, and which has the most friction?

Trigger Events:

What is the current process for triggering a billing event, and how could it be improved?

Sales Order Confirmation:

Related to Sales Order creation - please confirm/describe how the invoicing is currently created.

Banking & Tax

Bank Feeds & Reconciliation

Concerns & Ideas:

Please describe your concerns and your idea for entering banking data into Zoho.

Reconciliation:

Are you planning to reconcile all of your accounts in Zoho Books?

Yes, All Accounts

No / Partial

Notes:

Sales Tax Strategy

Regarding sales tax: Are you okay having a report of what is owed to each state and then making the payment directly to each state filing (Manual)?

Yes, Report & Pay Manually

No, I need automation (Avalara)

Notes:

Security & Readiness

CRM Privacy

Data Sharing Control We can configure the integration so that only relevant deal types sync to Books, and sensitive data (Payroll, Commissions) is hidden from general users via Role Permissions.

Which data types must be hidden from Sales Reps?

Profit Margins / COGS

Commission Data

All Financial Data

Notes:

Implementation Readiness

How would you describe Entech's approach to process changes?

Open to Change

Preserve Current

Notes:

Training & Support

Describe the type of documentation that you would like around your training.

Backups & Data Security

Describe your backup requirements for your business financial management.

Enable Security Promise We want to ensure Entech that we have not only migrated clients from Quickbooks, but we also migrated our own company off Quickbooks to Zoho Books. We ensure the integrity of your data and keep the highest standards of data security offered, including the professional liability insurance that we carry.

Ready to Submit Guide 2?

Choose your preferred method below and email to mike@enable.llc