Inventory Modules

  • Products Management

  • Sales Quotes

  • Order Management

  • Invoices

Products Management

  • Manage organization-wide products
  • Associate products with other modules for a better 360 degrees view
  • Import product details from other applications
  • Create custom product fields as per your organization’s requirements
  • Attach product-specific documents, such as collateral, license agreements, and others
  • Upload product images for easy identification
  • Export product details to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
  • Create Price Books as per customer segment and associate products with Price Books
  • Procure products from the selected vendors list

Sales Quotes

  • Track outstanding quotes from the quotes list view
  • Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
  • Select different prices for the same product as per customer segment
  • Create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt E-mail service
  • Create Sales Order or Invoice with a single click from the Sales Quote
  • Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect
  • Display quotes related to accounts under the related list
  • Customize Sales Quote fields as per your organization’s requirements

Order Management

  • Streamline organization-wide procurement and fulfillment processes with integrated approach of vtiger CRM
  • Track outstanding orders from the orders list view
  • Procure products from the best available Vendors/Manufacturers/Resellers list in vtiger CRM
  • Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse
  • Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements
  • Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders
  • Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically
  • Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through inbuilt E-mail service
  • Once the Sales Order is accepted, create Invoice from Sales Order with a single click
  • Periodically notify the stock position to the parties concerned in your organization so that stock is always available to fulfill the outstanding orders

Invoices

  • Track outstanding invoices from the Invoices list view
  • Create printer-friendly Invoices and deliver to the customers through inbuilt E-mail service
  • Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically
  • Customize Invoice fields as per your organization requirements
  • Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the customer while creating invoices
  • Associate invoices with the General Ledger account for hassle-free Book Keeping

Reports & Dashboards

  • Pre-build reports for sales force automation
  • Sales pipeline analysis by stage
  • Monthly Sales pipeline analysis
  • Sales opportunities by lead source
  • Drill-down the dashboards by time and opportunity stage

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