Inventory Modules

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

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

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

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

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