Ideal Accounts - Inventory Management

Inventory Management

Free vtiger CRM is better than traditional CRM’s it provides a complete sales cycle management by integrating Inventory Management functions, such as Products, Price Books, Vendors, Sales Quotes, Purchase Orders, Sales Orders, and Invoices with CRM modules, such as Leads, Accounts & Contacts, and Opportunities. Using vtiger CRM you can achieve the seamless integration between pre-sales and post-sales activities in a single application.

CRM+ products modifies the base vTiger product and forms it to work the way you want to. CRM+ SERVICE, CRM+eCommerce and CRM+ Quickbooks are powerful business tools that allow your business processes to run the way you want.

Modules

Product Management

Quotes

Order Management (Purchase Orders)

Invoices

Product Receiving (Available by special order call 480-905-0024)

Product Management

Manage organization-wide products (MULTI PLE LOCATIONS Available by special order call 480-905-0024)

Associate products with other modules for a complete over view

Import product details from other applications

Create custom product fields as needed

Attach product documents, such as part drawings, collateral, license agreements, and others

Easy upload of product images for easy identification

Export product details to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others

Create Price Books (wholesale, discounted, retail etc.) as per customer segment and associate products with Price Books

Procure products from the selected vendors list

Duplicate button for inputting similar products

Sales Tax – allows for multiple sales tax per each product ( Only in CRM+ versions)

Sales Quotes

Track outstanding quotes

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

Order Management

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

Invoices

Track outstanding invoices from the Invoices list view

Create printer-friendly Invoices and deliver to the customers through inbuilt E-mail service

Customize Invoice fields as per your organization requirements

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


	October 2, 2008 - Microsupply.com celebrates their one year anniversary using CRM+ecommerce +Quickbooks. Chris Reinhard General Manager says "This is great stuff, no more double entry of orders! We saved tons of money this year." October 30, 2008 - We just added 9 new features to CRM+ Service. See the features webpage.