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- Inventory
- Multi-currency for Purchasing
- Backorders
- Bay Locations
- Features
- Stock Tracking
- System Products
- Accounting details for Products
- Deactivating Products
- Products in Portal
- Suppliers
- Supplier Pricing
- Suppliers & Products
- Products
- Stock Transfers
- Barcodes
- Product Inventory Details
- Importing & exporting Product data
- Virtual Products
- Stock Adjustments
- Purchase Orders
- Enable or disable Stock-Tracking
- Training Products
- Units of Measure (UoM)
- Freight Products
- Working with Landed Costs
- Configuring Product Settings
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Different Price Types
- Purchase Orders
- Managing Stock
- Configurable Products
- Variable Products
- Time Billing
- Manufacturers and Suppliers
- FROM Location-based pricing
- TO Location-based pricing
- Requests For Quote
- Time Products
- Quantity-Based Price Breaks
- RFQ Web Templates
- PO Web Templates
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
About Inventory
The Inventory group in CRM contains the following modules:
- Products – all items that you buy and sell.
- Products I Buy – just the items you buy.
- Products I Sell – just the items you sell.
- Stocks – shows your current stock levels.
- Stocktakes – provides a way to conduct and record all your stocktakes.
- Backorders – items that have been ordered but are not currently in stock.
- Stock Transfers – allows you to move your stock between different locations.
- Requests for Quote – request a quote from a supplier.
- Purchase Orders – order goods from a supplier.
- Supplier Bills – money you owe suppliers for goods purchased.
- Supplier Companies – supplier companies you buy goods from.
- Supplier Contacts – contacts that work at supplier companies.
Each of the modules within this group are integrated, so they share data and update other records and modules when important events take place.
To learn more about customising various templates for purchasing, see our Admin section.
Types of Products
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- CRM Product Guide
- Creating New Products
- Service Products
- Variable Products
- Configurable Products
- Subscription Products
- Time Products
- Stock-Tracked Products
- Time Billing Products
- Batch-tracked Products
- Serialised Products
- Manufactured Products
- Virtual Products
- Training Products
- Freight Products
- System Products for Deposits & Freight