Inventory Management for Perfex CRM Download

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Inventory Management for Perfex CRM Download

Notice: It is a module for Perfex CRM. Not a standalone script.

Temporary description

Stock Administration Module is a software that lets you observe items throughout what you are promoting’s provide chain. It optimizes the complete spectrum spanning from order placement along with your vendor to order supply to your buyer, mapping the whole journey of a product. By means of correct monitoring of products, companies can reduce waste, analyze tendencies, and make higher funding choices.

Core profit:

  1. Centralized Storage: The extra inventory places you need to handle, the harder it turns into to handle orders and observe the inventory availability. With stock administration module, you’ll be able to discover out the provision of your gadgets and discover their location in simply seconds, even when they’re put in numerous warehouses or shops
  2. Inventory Management: Inventory management is an effort carried out by an organization in offering inventory gadgets wanted to satisfy client demand. Stock administration module lets you sustain along with your inventory availability and guarantee it’s at all times at an enough degree. The system offers a notification when the stock is working low so you may instantly re-order.
  3. Elevated Effectivity: With stock administration module, all of the advanced actions in stock administration are made less complicated. Month-to-month to annual stock reviews may be generated in seconds.
  4. Improved Productiveness: Since varied duties are automated, your workers can focus extra on different essential duties. They not must be caught in time-consuming duties, resembling stock-taking or reporting with spreadsheets.
  5. Minimized Prices: Stock administration module retains your organization away from monetary losses because of human errors, extreme inventory storage, pointless purchases, late deliveries, and so forth. With a centralized and built-in system, you don’t have to spend more money on further programs to handle your stock.
  6. Happy Prospects: Stock administration module ensures that every one buyer orders are fulfilled correctly by actual time info associated to your stock ranges. The system additionally lets you observe the shipments till they’re obtained by clients. In order that ultimately, this technique helps enhance buyer satisfaction along with your companies.
  7. Correct Planning & Forecasting: A listing administration resolution helps you turn out to be extra proactive when planning and forecasting your stock wants. With full and correct stock reviews, yow will discover out which merchandise are the preferred, which of them are hardly ever ordered by customers, how a lot stock you need to carry within the subsequent few months, which suppliers are most worthwhile, and every other essential info that helps enhance productiveness of what you are promoting.

Please take a look at the uploaded screenshots, which demonstrates all seen components of the module.

  1. Handle the checklist of attributes of products (kind, group, sub group, unit, colour, physique, dimension, model), declare the warehouse, the minimal stock guidelines of every kind of products.

    Inventory Management for Perfex CRM Download
  2. Set the revenue fee, the revenue fee that may be utilized on every merchandise. From the revenue fee, the promoting worth may be calculated in two methods: in line with the revenue margin of the shopping for worth or the revenue margin of the promoting worth. Help rounding the worth of the sale worth. Help to routinely create stock when having Buy Order or create supply receipt when gross sales bill is offered.

    Inventory Management for Perfex CRM Download



    Inventory Management for Perfex CRM Download
  3. Handle items, help sorting by warehouses, by expiry date. Having a mechanism to warn items which are expired or under the minimal stock. Every merchandise has prolonged attributes inherited from perfex’s merchandise.

    Inventory Management for Perfex CRM Download



    Inventory Management for Perfex CRM Download
  4. Intimately of every items, it’s potential to see particulars of which warehouses are nonetheless in inventory with the amount, the variety of expired gadgets (if any), the historical past of import, export and adjustment within the warehouse.

    Inventory Management for Perfex CRM Download
  5. Import items into the warehouse

    Inventory Management for Perfex CRM Download



    Inventory Management for Perfex CRM Download
  6. Export items from the warehouse

    Inventory Management for Perfex CRM Download
  7. Hyperlink stock notes with invoices

    Inventory Management for Perfex CRM Download
  8. Regulate the amount in inventory or report the lack of items

    Inventory Management for Perfex CRM Download



    Inventory Management for Perfex CRM Download
  9. View the complete warehouse transaction historical past

    Inventory Management for Perfex CRM Download
  10. Stories on import, export and stock of products in inventory, and reviews on the worth of present items in inventory

    Inventory Management for Perfex CRM Download



    Inventory Management for Perfex CRM Download
  11. Analyze present stock worth. Based mostly on the revenue ratio of every merchandise, the acquisition worth and the promoting worth within the interval will calculate the revenue fee of the present stock worth of every merchandise. From there, we’ll analyze the distinction between these 2 revenue ratios to develop commerce low cost packages for buyer improvement.

    Inventory Management for Perfex CRM Download

Demo

Perfex CRM Inventory Management Demo

Person :
Login: data.greensoft@gmail.com
Password: 123456a@

Set-up

Included documentation will allow you to add and activate the module inside Perfex CRM, in case you are not conscious on methods to do it.

Help

Our help workforce is at all times round to assist. Be happy to boost a help ticket.
Guys from help division will get again to you as quickly as potential with a reply, guiding you thru any points.

Changelog

Model 1.0.0 / 2020-06-25

    Preliminary model

Model 1.0.3 / 2020-07-06

    Repair some bugs
    Add reductions
    Hyperlink stock notes with invoices
    Shows the quantity of inventory within the supply word
    Edit the value when making a supply word    
    Add Tax within the obtained/supply word

Model 1.0.5 / 2020-07-08

    Repair minor bugs
    Add guarantee attribute for merchandise
    Add lot quantity
    Show further guarantee attributes (routinely calculated guarantee interval when out of inventory) within the supply word    

Model 1.0.6 / 2020-07-14

    Repair minor bugs
    Optimize merchandise checklist.
    Add some columns within the import file    

Model 1.1.0 / 2020-07-26

    Repair minor bugs.
    Set the revenue fee, the revenue fee that may be utilized on every merchandise. From the revenue fee, the promoting worth may be calculated in two methods: in line with the revenue margin of the acquisition worth or the revenue margin of the promoting worth. 
    Help rounding the worth of the sale worth. 
    Help to routinely create stock when having Buy Order or create supply receipt when gross sales bill is offered.
    Delete & rollback items receipt, items supply.
    Autofill stock info from buy order.
    Autofill supply word from gross sales invoices.
    Analyze present stock worth based mostly on revenue fee, buy worth & promoting worth.

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