CRM extends beyond the traditional CRM functions and supports complete sales cycle management by integrating Inventory Management features. These include Products, Price Books, Vendors, Sales Orders,Quotes, and Invoices, along with the Sales related modules, such as Leads, Accounts & Contacts, and Opportunities.
With the CRM Inventory Management features you can achieve seamless integration between pre-sales and post-sales accounting activities in a single application. In addition, you can also procure goods or services from the selected list of vendor.
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Inventory Management-Invoices
Creating Invoices In CRM, you can create invoices by entering data in the Invoice details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify fields, ...
Inventory Management -Servieces
CRM extends beyond the traditional CRM functions and supports complete sales cycle management by integrating Inventory Management features. These include Servieces, Price Books, Vendors, Sales Orders,Quotes, and Invoices, along with the Sales related ...
Inventory Management-Vendors
Vendors are the companies, individuals or contractors from whom your organization procures products and/or services. Creating Vendors In CRM, you can create vendors by: Entering data in the vendor details form: You can manually fill in the Vendor ...
Inventory Templates
Inventory Modules You can select the following primary modules and create templates by linking with other secondary modules: Quotes: Quotes, Products, Users, Organization, Accounts, Contacts, and Potentials. Purchase Orders: Purchase Orders, ...
Content Management
1. Creating Folders & Sub Folders Creating a folder : Click on the 'Personal Folders' option in the left menu Right click on 'My Folders' and click on 'Create Folder' Type in a name for the folder and press the Enter or the command key To create a ...