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.