A unified integration framework connecting Business Central, ZOHO CRM, GrubTech, and Far Eye — enabling real-time inventory control, complete financial sync, and last-mile visibility across all MisterBaker channels.
All stock data originates from Business Central. ZOHO consumes it in real time to validate orders, prevent overselling, and auto-reserve stock across every MisterBaker channel.
🏛 Business Central
📊 Stock Availability
📍 Location-wise Inventory
🔒 Reservations (Hard & Soft)
📋 Transfer Orders
🧾 Invoice & Posting
MASTER SYSTEM
Stock · Location Data ▶
◀ Sales Quantity
🛒 ZOHO CRM
🛍 Order Creation
✅ Real-time Stock Check
🚚 Delivery Management
📣 Marketing & CRM
👤 Customer Tracking
SALES SYSTEM
⚡
Real-time Validation
Every order creation in ZOHO triggers a live stock check against Business Central before confirmation is allowed.
🚫
Prevent Overselling
Orders are blocked automatically when available stock falls below the requested quantity in Business Central.
🔒
Auto Stock Reservation
Stock is reserved the moment an order is placed in ZOHO. Physical deduction only occurs after invoice posting.
🔗
Linked to Sales Order
Every reservation is traceable to a specific Sales Order in Business Central for full audit and accountability.
Stock Reservation Logic
Same-Day vs Future Date Delivery
🚀 Same-Day Delivery HARD RESERVATION
1
Order Confirmed in ZOHO
Customer places a same-day delivery order. The system triggers an immediate live stock check in Business Central.
2
Hard Reservation in BC
Stock immediately blocked. Available inventory is reduced — but not yet physically deducted. Reservation is linked to this specific Sales Order.
3
Invoice Posted
After delivery, invoice is posted in BC. Stock is officially and physically deducted from inventory.
✅ Delivered
Stock officially posted (deducted) in Business Central. Reservation closed and reconciled.
❌ Cancelled
Hard reservation automatically released. Stock returns to fully available in Business Central.
📅 Future Date Delivery SOFT RESERVATION
1
Future Order Created in ZOHO
Order placed for a future delivery date. Full hard block is avoided to prevent unnecessary inventory lock-up.
2
Soft Reservation in BC
Stock marked "Reserved for Future" in BC. Still visible as available with a warning flag. Same-day orders can still be allocated from this stock pool.
3
Delivery Day — Hard Conversion
On the delivery date, system auto-converts Soft Reservation → Hard Reservation. Stock becomes fully and exclusively blocked for this order.
4
Invoice Posted
After delivery and confirmation, stock is officially deducted in Business Central.
🍽 GrubTech Analysis Required
GrubTech aggregator orders (including customer data) must be analysed and factored into the reservation logic to prevent cross-channel inventory conflicts.
📊 Stock State Lifecycle
How a unit of stock progresses from available through to fully deducted
🟢
AVAILABLE
🟡
SOFT
RESERVED
🔴
HARD
RESERVED
✅
INVOICE
POSTED
📦
STOCK
DEDUCTED
1.1
Order Creation & Production Handling
Transfer Order Automation
When an order in ZOHO is assigned to a store or CPU different from the production source location, Business Central automatically generates a Transfer Order to move stock between locations.
🛒 ZOHO Order
Order assigned to Store / CPU B — but production stock is held at Store / CPU A
⚡ TRIGGER: Source ≠ Destination
📋 Auto-Generated Transfer Order in Business Central
Item Details
📦 Item code, description, UOM
Quantity
🔢 Order quantity to transfer
Source Location
🏭 CPU A / Production Store
Destination Location
🏪 Store B / Fulfilment Point
Step 1 — SHIP 🚚
Goods depart from Source CPU A. Business Central records the shipment and reduces inventory at the origin location immediately.
Step 2 — RECEIVE 📥
Goods arrive at Destination Store B. Business Central confirms receipt and increases inventory at the destination location.
🛒 ZOHO Capabilities via Business Central API
⚡
Trigger TO Creation
ZOHO automatically initiates Transfer Order creation in BC when a location mismatch is detected at order placement.
👁
View TO Status
Real-time Transfer Order status visible within ZOHO interface — Pending, Shipped, or Received.
🚢
Perform Ship Action
Optional: Trigger the Ship action directly from ZOHO via BC API, eliminating the need to log in to Business Central.
📥
Perform Receive Action
Optional: Confirm goods receipt from ZOHO, automatically updating inventory levels in Business Central.
🏛 Business Central remains the sole inventory authority. ZOHO acts exclusively as the trigger and interface layer — all inventory state is governed in BC.
02
Financial Transaction Sync
All Transactions Pushed to Business Central
Every financial-impact transaction across all channels must sync to Business Central for accurate accounting, inventory deduction, and reporting. ZOHO handles marketing and customer lifecycle.
For every takeaway order, customer identification is mandatory at the point of sale. This enables personalised marketing, loyalty tracking, and customer lifecycle management in ZOHO.
1
Mandatory Customer ID at POS
Order cannot be completed or confirmed without a customer mobile number or unique customer ID captured at the point of sale.
2
Customer Data Stored in ZOHO
All captured customer data (name, mobile, order history) is stored and managed within ZOHO CRM for ongoing marketing, communication, and loyalty.
🍽 GrubTech Aggregator Orders: Customer data received via GrubTech (name, contact, order details) must also be synced and stored in ZOHO CRM alongside the transaction data.
03
Last Mile Delivery Integration
Far Eye → Business Central → ZOHO Sync
Delivery data flows from Far Eye into Business Central via the existing configured API, then onwards to ZOHO CRM to maintain the complete customer order lifecycle and enable proactive delivery communication.
🚚
Far Eye
Last Mile Platform
API (existing)
🏛
Business Central
Dynamics 365 BC
push to ZOHO
🛒
ZOHO CRM
Customer Comms
📍
Delivery Status & Time
Real-time delivery status updates and actual delivery timestamps synced from Far Eye through BC into ZOHO for customer visibility.
✍️
POD — Proof of Delivery (Optional)
Customer signature and photographic proof captured by Far Eye driver, stored against the order record in ZOHO for dispute resolution and compliance.
📝
Delivery Remarks
Driver notes, access instructions, partial delivery flags, or exception remarks captured at delivery — visible to customer service in ZOHO.
🎯
Purpose of the Last Mile Sync
To maintain proactive customer communication at every delivery milestone and ensure the complete order lifecycle — from initial order creation in ZOHO right through to confirmed delivery with proof of receipt — is fully visible and actionable within ZOHO CRM.
