Managing Inventory
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In Inventoryin CRM.COM, Inventory show your stockable physical goods that reside in your business warehouse. These items can be sold or rented to your customersrefers to the type and quantity of stockable, physical goods residing in your Business warehouse, with the ultimate intention of either selling or renting these items to Contacts. |
Navigate to Commerce > Inventory
Your warehouse is where all your stockable
items (traceable and non-traceable) are stored
Items from the warehouse can be sold or rented to
Contacts
This is also where
any items
returned
by a
Contact will be stored
The stock balance is adjusted accordingly whenever a stock item changes ownership
A Business can only have a single Warehouse and this which is generated automatically created once you sign a Business signs up to CRM.COM.
View Stock Balance
This option allows you Select this option from the warehouse card on the Inventory screen to view your warehouse’s Stock Balancewarehouse stock balances, i.e. the list of all stockable physical goods located in you warehouse. In the case of traceable physical goods, this is also the access point to view the actual list of Devices devices in the Warehouse warehouse by selecting “View devices”
Select the more options icon to perform:
Stock In - This action is performed by a system user when new products are moved (added) to the warehouse.
Stock Adjustment - Adjust the stock balance for traceable or non-traceable products. Use this action whenever inconsistencies appear in your stock balance in order to fix them.
A third warehouse transaction is performed in CRM.COM and this is the Stock out transaction. Warehouse items can only be stocked out when an item is sold or rented, i.e. when it is actually removed to the warehouse and given out to a customer.
View Transactions
This is a log of all transactions performed against warehouse items, click on the eye icon to view further details. The list include all three types of warehouse transactions; Stock In, Stock Out and Stock Adjustments.
Managing Inventory
Stock In
Via Stock Balance screen, select the Stock in action on the upper right list of action to move new items to your warehouse
the View devices link.
View Devices
View a list of Devices located in your warehouse by selecting View Devices from the Stock Balance screen. You can only view the devices of one type of physical good at a time.
There’s a list of available actions for each device:
Change Location
A Device can have a spatial location within the physical warehouse, use this action to identify the exact location of the device (e.g. geospatial coordinates, shelf numbers etc.)
View History
Take a look at how the history of a selected device has evolved, from the moment it was stocked in to the warehouse, when it was sold or rented, when it was returned, and so on.
Set as Inactive / Available
Change the Device’s state to Inactive to mark it as unavailable (i.e. cannot be sold or rented to a Contact). This state can be changed back to Available at any point in time.
Inventory Actions
From the Stock Balance screen select the more options (…)icon to perform further actions.
Stock In
This action can be used to add new products to a warehouse.
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Stock in transactions are also performed when Contacts return physical goods in their possession (e.g. if they regret their purchase, a device is broken, or when returning a rented device). However, in such cases, a stock in transaction is automatically created and managed by CRM.COM processes, such as when issuing a Credit Note. Manual Stock in transactions must only be created |
for the purpose of adding new stock items to |
a warehouse. |
You can stock in multiple products within with a single transaction:
Product - Select at least one or even multiple more products to be stocked in. Only , only stockable product products can be included, traceable or not
Quantity & Serial Numbers: - The quantity of items to be stocked in is required only for non-traceable physical goods. In the case of traceable physical goods, you must specify the serial numbers of the devices that you are importingadding to the inventory. The number of sera serial numbers will later on define be used to determine the quantity as well.
Unit cost Cost - Enter an item’s the product's unit cost. , note that this cost is irrelevant to the product’s selling/rental price
.
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On posting a Stock in In transaction for traceable physical goods, CRM.COM will also create the Devices, which represent the actual physical good that will goods to be delivered to customersContacts. |
Stock Adjustment
Issue a Stock Adjustment transaction to correct Stock Balance errors any stock balance errors for traceable or non-traceable products, through the dedicated action in on Stock Balance screen.
Product: - Select at least one or multiple more products.
View the available balance and set up how this balance should be adjusted by increasing or decreasing it. In Available Balance and increase or decrease it by setting the Adjusted Quantity, in the case of traceable physical goods , - specify which of the existing devices must be removed and which ones should be added.
Viewing Devices
View a list of Devices located in your warehouse by selecting View Devices from Stock Balance screen. You can only view the Devices of a specific physical good at a time.
For each Device, there’s a list of available actions.
Change Location
A Device has a spatial location within the physical warehouse, so use this action to set it up to date.
View History
Check out how the history of a selected device evolved, from the time it was stocked in to the warehouse, when t was sold or rented, when it was returned back and so on.
Set as Inactive / Active
Change the Device’s sate to Inactive to mark it as not available to be given out to customers (i.e. prevent it from being sold or rented). This state can be changed back to Active whenever required.A third warehouse transaction is performed in CRM.COM known as the Stock Out transaction. Warehouse items can only be stocked out when an item is sold or rented, i.e. has been removed from the warehouse and is in the possession of a Contact.
Warehouse Actions
View Transactions - This is the same option which is also available from the warehouse card on the Inventory screen.
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This is a log of all transactions performed against warehouse items, click on the ‘eye’ icon to view further details. The list includes all three types of warehouse transactions; Stock In, Stock Out and Stock Adjustments.
Inventory Settings
Navigate to Settings > Commerce > Inventory
Device Statuses
There are pre-defined device statuses in the system describing the state of a device at any point in time. Additional statuses can be configured by the business Business, but should must be mapped to one of the default statuses available, in order to copy their behaviour:
Available: - The device is located within a warehouse and can be either rented or sold
Inactive: - The device cannot take part partake in any warehouse transaction or transferSold: Device belongs to a retailer/distributor or a customer and has been sold through an Invoice
Rented: - Device is still owned by the businessBusiness/merchant Merchant but is currently located at a customer's Contact’s subscription address
Own Device: - A customer’s Contact’s own device, can be transferred to another customer Contact but cannot partake in warehouse transactions
Sold - Device belongs to a retailer/distributor, or to a Contact and has been sold through an invoice
Reference Material
You may also find it useful to refer to the following manuals for further reading in relation to Inventory.
Business Network
Contacts
Subscriptions
Billing
Accounts
Automations
Integrations
TABLE OF CONTENTS
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