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Inventory Management for Perfex CRM
Version: vv1.2.5
Updated: December 23, 2022

Inventory Management for Perfex CRM

$3.99
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Product Description

The Inventory Management Module for Perfex CRM is a comprehensive tool designed to track goods across your business's supply chain, optimizing processes from order placement with vendors to delivery to customers. Here's an overview of its key features:

Module Features:

  1. Product/Service Management: Extends Perfex CRM's item attributes with additional details like product code, SKU, purchase price, sub-group, images, profit rate, sale price, warehouse, tags, barcode, variants, styles, models, sizes, colors, warranty, and long descriptions.
  2. Bulk Import Products: Facilitates importing multiple products at once for efficient inventory setup.
  3. Bulk Import Opening Stock: Streamlines the process of importing initial stock levels for existing products.
  4. Print Barcode Labels: Generates barcode labels for products to assist in inventory tracking.
  5. Barcode Scanning: Allows scanning barcodes to quickly access product information.
  6. Inventory Receiving Voucher Management: Manages incoming inventory and associated vouchers.
  7. Delivery Note Management: Tracks and manages delivery notes for goods sent to customers.
  8. Packing List Management: Manages packing lists for efficient order fulfillment.
  9. Shipping Activity Logs: Logs activities related to shipping for monitoring purposes.
  10. Internal Delivery Note Management: Handles internal transfers of inventory between locations.
  11. Loss & Adjustment Management: Manages inventory adjustments due to losses or discrepancies.
  12. Inventory Transactions Management: Tracks all inventory movements and transactions.
  13. Warehouse Management: Manages multiple warehouses and their inventory.

Reports:

  • Stock Summary Report: Provides an overview of current stock levels.
  • Inventory Analytics: Offers analytical insights into inventory trends and patterns.
  • Inventory Valuation Report: Provides valuation details of the inventory.

Settings:

  • General Settings: Configures general preferences and settings.
  • Min/Max Safety Stock: Sets minimum and maximum stock levels for inventory control.
  • Sale Price Settings: Manages settings related to product sale prices.
  • Product/Service Type, Group, and Subgroup Management: Categorizes products/services for better organization.
  • Custom Fields for Warehouses: Adds custom fields to warehouse profiles.
  • Approval Process Management: Configures approval workflows for inventory-related processes.
  • Prefix Settings: Manages prefixes for various inventory-related documents.

This module aims to streamline inventory operations, offer detailed insights, and ensure efficient management of stock across warehouses within Perfex CRM.

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