Inventory Management Module for Perfex CRM Review
Note: This is a module for Perfex CRM. Not a standalone script.
As a business owner or manager, managing inventory is a crucial aspect of maintaining a smooth supply chain. With the Inventory Management Module for Perfex CRM, you can efficiently track and manage your goods across the entire spectrum, from order placement to delivery to your customers. This comprehensive module provides a robust set of features to help you optimize your inventory management, minimizing waste and maximizing profits.
Brief Description
The Inventory Management Module for Perfex CRM is a powerful tool that allows you to track goods across your business’s supply chain. It optimizes the entire spectrum, from order placement with your vendor to order delivery to your customer, mapping the complete journey of a product. Through accurate tracking of goods, businesses can minimize waste, analyze trends, and make better investment decisions.
Module Features
The module offers an impressive array of features, including:
- Product/Service Management: Inheriting from the items of Perfex CRM, this feature adds many other extended attributes such as product code, SKU, purchase price, sub-group, images, profit rate, sale price, warehouse, tag, barcode, product variant, styles, model, sizes, color, warranty, long description,…
- Bulk Import Products
- Bulk Import Opening Stock
- Print Barcode Labels
- Barcode Scanning
- Inventory Receiving Voucher Management
- Delivery Note Management
- Packing List Management
- Shipping Activity Logs
- Internal Delivery Note Management
- Loss & Adjustment Management
- Receiving – Exporting Return Order Management
- Inventory Transactions Management
- Warehouse Management
- Reports: Stock Summary Report, Inventory Analytics, Inventory Valuation Report
- Settings: General Settings, Min/Max Safety Stock, Sale Price Settings, Product/Service Type Management, Product/Service Group Management, Product/Service Sub Group Management, Product/Service Unit Management, Color Management, Model Management, Sizes Management, Styles Management, Warehouse Custom Fields, Approval Process Management, Permission Management, Prefix Settings
Demo
The demo of the Inventory Management Module for Perfex CRM provides a comprehensive overview of its features and functionality.
Set-up
The module includes detailed documentation to help you upload and activate it inside Perfex CRM, making it easy to get started.
Support
Our support team is always available to assist you with any issues or questions you may have. Feel free to raise a support ticket, and our team will get back to you with a reply, guiding you through any challenges.
Changelog
The changelog provides a detailed history of updates, bug fixes, and new features added to the module.
Rating
I give the Inventory Management Module for Perfex CRM a rating of 4.88 out of 5 stars. This module is an excellent choice for businesses looking to streamline their inventory management processes, with its robust set of features and user-friendly interface.
Recommendation
I highly recommend the Inventory Management Module for Perfex CRM to businesses of all sizes, especially those in the retail, e-commerce, and manufacturing industries. Its ability to track goods across the entire supply chain, minimize waste, and optimize inventory management makes it an essential tool for success.
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Introduction to Inventory Management in Perfex CRM
Perfex CRM is a powerful customer relationship management (CRM) platform designed to help businesses streamline their sales, marketing, and customer service processes. One of the key features that sets Perfex CRM apart from other CRM platforms is its built-in Inventory Management module. This module is designed to help businesses track and manage their inventory, ensuring that they always have the right products in stock to meet customer demand.
In this tutorial, we will explore the Inventory Management module in Perfex CRM and show you how to use it to manage your inventory efficiently. We will cover topics such as creating and managing products, tracking inventory levels, and monitoring sales and inventory performance. By the end of this tutorial, you will have a solid understanding of how to use the Inventory Management module to improve your business operations and make data-driven decisions.
Step 1: Enabling the Inventory Management Module
Before you can start using the Inventory Management module, you need to enable it. To do this, follow these steps:
- Log in to your Perfex CRM account and go to the Settings menu.
- Click on the "Modules" tab.
- Scroll down and find the "Inventory Management" module.
- Click on the toggle button to enable the module.
- Wait for the module to load and sync with your data.
Step 2: Creating and Managing Products
The first step in using the Inventory Management module is to create and manage products. To do this, follow these steps:
- Go to the Products menu and click on the "Add New Product" button.
- Enter the product details, including the product name, description, and category.
- Set the product price and any relevant tax rates.
- Click on the "Save" button to create the product.
Once you have created a product, you can manage its inventory levels by clicking on the "Inventory" tab. Here, you can set the initial inventory level, reorder point, and reorder quantity.
Step 3: Tracking Inventory Levels
The Inventory Management module allows you to track your inventory levels in real-time. To do this, follow these steps:
- Go to the Products menu and click on the "Inventory" tab.
- Click on the product you want to track.
- You will see the current inventory level, reorder point, and reorder quantity.
- Click on the "Update" button to adjust the inventory level.
Step 4: Tracking Sales and Inventory Performance
The Inventory Management module allows you to track sales and inventory performance to identify trends and optimize your inventory management strategy. To do this, follow these steps:
- Go to the Reports menu and click on the "Inventory" tab.
- Select the report type you want to view, such as sales by product or inventory by product.
- View the report to identify trends and areas for improvement.
- Use the data to make informed decisions about your inventory management strategy.
Step 5: Receiving and Processing Orders
The Inventory Management module allows you to receive and process orders in a timely and efficient manner. To do this, follow these steps:
- Go to the Orders menu and click on the "New Order" button.
- Enter the order details, including the product, quantity, and customer information.
- Click on the "Save" button to process the order.
- The Inventory Management module will automatically update the inventory level.
Conclusion
In this tutorial, we have explored the Inventory Management module in Perfex CRM and shown you how to use it to manage your inventory efficiently. By creating and managing products, tracking inventory levels, tracking sales and inventory performance, and receiving and processing orders, you can streamline your inventory management process and make data-driven decisions. With the Inventory Management module, you can rest assured that you have the right products in stock to meet customer demand and maximize your business profitability.
General Settings
In the General Settings section, you can configure the basic settings for the Inventory Management module.
- Inventory Management: Enable or disable the Inventory Management module.
- Auto-create inventory items: Automatically create inventory items when a new product is added to the CRM.
- Inventory item prefix: Specify a prefix for the inventory item names.
- Default inventory item status: Set the default status for new inventory items.
Inventory Item Settings
In the Inventory Item Settings section, you can configure the settings for individual inventory items.
- Unit of Measurement: Specify the unit of measurement for the inventory item.
- Initial Quantity: Set the initial quantity of the inventory item.
- Reorder Level: Set the reorder level for the inventory item.
- Reorder Quantity: Set the reorder quantity for the inventory item.
Warehouse Settings
In the Warehouse Settings section, you can configure the settings for the warehouses.
- Warehouse Name: Specify the name of the warehouse.
- Address: Specify the address of the warehouse.
- Latitude: Specify the latitude of the warehouse.
- Longitude: Specify the longitude of the warehouse.
Inventory Transaction Settings
In the Inventory Transaction Settings section, you can configure the settings for inventory transactions.
- Transaction Types: Specify the types of inventory transactions (e.g. purchase, sale, transfer).
- Transaction Status: Specify the status for inventory transactions (e.g. pending, completed).
- Transaction Log: Specify the number of transactions to log.
Reports Settings
In the Reports Settings section, you can configure the settings for reports.
- Report Period: Specify the period for which the report is generated (e.g. daily, weekly, monthly).
- Report Frequency: Specify the frequency at which the report is generated.
- Report Recipients: Specify the recipients for the report.
Other Settings
In the Other Settings section, you can configure other settings for the Inventory Management module.
- Inventory Sync: Specify whether to sync the inventory with other modules.
- Inventory Sync Interval: Specify the interval at which the inventory is synced.
Here is the list of features mentioned in the content:
- Product/Service Management: Inheriting from the items of Perfex CRM, this feature adds many other extended attributes such as product code, SKU, purchase price, sub-group, images, profit rate, sale price, warehouse, tag, barcode, product variant, styles, model, sizes, color, warranty, long description,...
- Bulk Import Products
- Bulk Import Opening Stock
- Print Barcode Labels
- Barcode Scanning
- Inventory Receiving Voucher Management
- Delivery Note Management
- Packing List Management
- Shipping Activity Logs
- Internal Delivery Note Management
- Loss & Adjustment Management
- Receiving - Exporting Return Order Management
- Inventory Transactions Management
- Warehouse Management
- Reports:
- Stock Summary Report
- Inventory Analytics
- Inventory Valuation Report
- Settings:
- General Settings
- Min/Max Safety Stock
- Sale Price Settings
- Product/Service Type Management
- Product/Service Group Management
- Product/Service Sub Group Management
- Product/Service Unit Management
- Color Management
- Model Management
- Sizes Management
- Styles Management
- Warehouse Custom Fields
- Approval Process Management
- Permission Management
- Prefix Settings
- Integration:
- Purchase Management for Perfex CRM
- Accounting and Bookkeeping for Perfex CRM
- Omni Channel Sales for Perfex CRM
- Sales Commission Program for Perfex CRM
- Sales Agent Management for Perfex CRM
- Demo: A demo is available for the module.
Additionally, the module also has some internal features that are not mentioned explicitly, such as:
- Serial number management
- Warranty management
- Expiration date management
- Barcode printing
- Inventory valuation report
- Stock summary report
- Inventory analytics
- Lot number management
- Automatic inventory creation
- Automatic delivery note creation
- Return order management
- Receiving-exporting return order management
- Internal delivery note management
- Loss & adjustment management
- Shipping activity logs management
- Custom field management
- Permission management
- Notification management
Note that this list is not exhaustive, and the module may have additional features not mentioned in the content.
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