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| V4:Inventory Management Description |
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| V4:Inventory Management Description |
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To start using Inventory Management configure the System to support your own business model. In the following table, you can find the configuration modules related to Inventory Management
Step 1: Setting up Warehouse Types
First, you must configure Warehouse Types
Warehouse Types are used to group Warehouses in order to provide differentiated functions to each Warehouse. Warehouse Types are used by the various configuration areas of CRM.COM to set up and provide business rules and restrictions. , such as the Inventory Management Definition, or for creating Warehouse
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- Rentals: Used for Installed Items to Subscriptions as 'Rentals'. i.e. the customers don't actually buy the Installed Item. When the Subscription is terminated the Installed Item must be returned
- Direct Sales: Used for Installed Items that are sold through Jobs and are extracted from Warehouses that belong to your business. i.e. the customers get billed for the Physical Good through CRM.COM, and the good is not required to be returned after the customer stops cooperating with your business.
- Indirect Sales: Used for Installed Items that are sold through Jobs and are extracted from Warehouses that belong to partners of your business. i.e. the customers do not get billed for the Physical Good through CRM.COM, and the good is not required to be returned after the customer stops being your customer.
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Warehouses are the storage places where Physical Goods reside. Warehouses can be created through the Inventory Management module. To add a Physical Good to a Subscription or a Job, the good it must reside in a Warehouse, whose type is defined in the active Inventory Definition as a type used to add Physical Goods from. In additionAlso, the Group of the Warehouse must be the same as the Group of the user you used to log in.
Step 4: Creating Installed Items
Installed items Items are instances of Physical Goods which are classified as traceable (see Products). Each Installed Item is a unique instance of a Product, with a unique serial number used for identification and tracing.
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To create an Installed Item, the following attributes must be defined
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- Installed Item Categories: Installed item Item categories are used to classify installed items Installed Items into generic groups based on specific similar attributes that they share. Installed item Item categories are following a hierarchical tree structure. Each installed item Installed Item an be classified only in one category.
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Your Inventory can be managed through the Inventory Management Module and you can: - Add Stock into your Warehouses: Add stock to your existing warehouses Warehouses by performing Stock In Warehouse Transactions. Use this type of warehouse transactions Warehouse Transactions to add stock in your warehousesWarehouses, either by using physical goods which are already imported into the System or by creating those physical goods while performing the warehouse transactionWarehouse Transaction. Specify the items that should be added in to the warehouse Warehouse and post your warehouse transaction Warehouse Transaction whenever you feel that you are ready to add the stock.
- Removing Stock from your Warehouses: Remove stock from your existing warehouses Warehouses by performing Stock Out Warehouse Transactions. Use this type of warehouse transactions Warehouse Transactions to remove stock from your warehousesWarehouses, by specifying the items that should be removed. Post your warehouse transaction Warehouse Transaction whenever you feel that you are ready to remove the stock.
- Moving Stock between your Warehouses: Move stock between warehouses Warehouses by performing Stock Movement Warehouse Transactions. Use this type of warehouse transactions Warehouse Transactions to move stock between your warehousesWarehouses, by specifying the source and target warehouse Warehouse and the items that should be moved. Post your warehouse transaction Warehouse Transaction whenever you feel that you are ready to move the stock.
- Viewing the location of all your Physical Good: View the location of all your physical goods, through the Location Information sections available on Installed Items. Access this area by navigating to Inventory Management > Installed Items. Use this information to view if a specific Installed Item is located in one of your Warehouses or if it was already provided to a specific Subscriber. View all the warehouse transactions Warehouse Transactions that were applied on a specific Installed Item, through the Installed Item History Section
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Let's see how you can quickly set up the System to start using Inventory Management module for your Subscriptions business
Create the following Warehouse Types & Inventory Management Definition Company ZX would like to set up its warehouses Warehouses for 4 different product types and its different sales branches. CRM.COM Solution Create the following warehouse types
- New Items
- Temp Items
- Broken Items
- Returned Items
Set up the inventory management definitions Under Allowed Warehouses for Physical Goods Sales- For adding a new physical good on subscription: Warehouses of type new items
- For swapping an existing physical good from a subscription: Warehouses of type temp items
Under Allowed Warehouses for Physical Goods Returns- For removing an existing physical good from a subscription: Warehouses of type broken items
- For physical goods that were swapped from a subscription: Warehouses of type returned items
Create one warehouse per each warehouse type owned by sales branch 1:- Type: Warehouse New Items, Name: Sales Branch 1 - WHS New Items
- Type: Warehouse Temp Items, Name: Sales Branch 1 - WHS Temp Items
- Type: Warehouse Broken Items, Name: Sales Branch 1 - WHS Broken Items
- Type: Warehouse Returned Items, Name: Sales Branch 1 - WHS Returned Items
Create one warehouse per each warehouse type owned by sales branch 2- Repeat steps as for sales branch 1
Create a warehouse of type new items owned by sales branch 3Type: Warehouse New Items, Name: Sales Branch 3 - WHS New ItemsWarehouse Types | Name | Information |
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| Direct Sales WT | For Warehouses that belong to your business and from where Installed Items will be sold | | Indirect Sales WT | For Warehouses that belong to partners of your business and from where Installed Items will be provided (not billed from CRM.COM) | | Rentals WT | For Warehouses that belong to your business and from where Installed Items will be rented (not billed) | Returns of Direct Sales WT | For Warehouses that belong to your business and to where sold Installed Items that are replaced for free (through Warranties) will be returned | Returns of Indirect Sales WT | For Warehouses that belong to partners of your business and to where indirectly sold Installed Items that are replaced for free (through Warranties) will be returned | Returns of Rentals WT | For Warehouses that belong to your business and to where rented Installed Items will be returned |
Inventory Management definitions | For Adding | For Adding During Replacement | For Removing | For Removing during Replacement |
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| Warehouse Type | Classification | Warehouse Type | Classification | Warehouse Type | Classification | Warehouse Type | Classification |
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Direct Sales WT | Direct Sales | Direct Sales WT | Direct Sales | Returns of Direct Sales WT | Direct Sales | Returns of Direct Sales WT | Direct Sales | Indirect Sales WT | Indirect Sales | Indirect Sales WT | Indirect Sales | Returns of Indirect Sales WT | Indirect Sales | Returns of Indirect Sales WT | Indirect Sales | Rentals WT | Rentals | Rentals WT | Rentals | Returns of Rentals WT | Rentals | Returns of Rentals WT | Rentals |
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