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- Inventory
- Barcodes
- Stock Tracking
- Requests For Quote
- System Products
- Accounting details for Products
- Deactivating Products
- Configuring Product Settings
- Products in Portal
- Suppliers
- Supplier Pricing
- Working with Landed Costs
- Suppliers & Products
- Multi-currency for Purchasing
- Configurable Products
- Time Billing
- Stock Transfers
- Bay Locations
- Time Products
- Products
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Inbound Shipments
- Different Price Types
- Purchase Orders
- Backorders
- Managing Stock
- Variable Products
- FROM Location-based pricing
- Manufacturers and Suppliers
- TO Location-based pricing
- Features
- RFQ Web Templates
- PO Web Templates
- Quantity-Based Price Breaks
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Training
- Reporting
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
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- Creating New Products
- Creating Service Products
- Creating Variable Products
- Creating Configurable Products
- Creating Subscription Products
- Creating Time Products
- Stock-Tracked Products
- Time Billing
- Configuring Product Settings
- Product Batches
- Serial Numbers
- Setting up your manufactured Products (for use in Bills of Material & Work Orders)
- Pricing settings
- Product Features
- Product Categories
- Product Groups
- System Products for Deposits & Freight
- Accounting details for Products
- Deactivating Products