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.
• Stock Transfer Shipments – shows the status of all your stock transfer shipments.
• 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.
• Inbound Shipments – shipments of goods you have ordered from suppliers.
• 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 your Purchase Order PDF Template, see our Help Articles section on Admin and Setup Guides section on Templates.

Working with Products

• • Creating New Products
  • Creating Service Products
  • Creating Variable Products
  • Creating Configurable Products
  • Creating Subscription Products
  • Creating Time Products
  • Time Billing
  • Configuring Product Settings
  • Product Manufacturers & Suppliers
  • Product Batches
  • Serial Numbers
  • Setting up your manufactured Products (for use in Bills of Material & Work Orders)
  • Pricing settings

Managing Stock

• • Customers and Suppliers
  • Managing Stock
  • Stock Locations
  • Backorders
  • Stocktakes
  • Purchase Orders
  • Creating web Purchase Order Templates
  • Inbound Shipments
  • Request For Quote
  • Creating web Request For Quote Templates

Landed Costs for purchasing

• • Enabling landed cost management
  • Working with landed costs

Pricing

• • Different Price Types
  • Quantity Based Price Breaks
  • Location Based Price Breaks
  • Customer specific pricing
  • Deleting Special Prices

Accounting Integrations (MYOB & Xero)

• • Managing Accounting Integrations

Product Integrations

• • Connecting WooCommerce

Videos

• Backorders & Stocks
• Purchasing process in CRM
• Working with Products
• Stock Transfers