What does this section cover?

What is Stock Balance

Physical Goods, either traceable or non traceable, are imported into warehouses, from where they can then be used to be sold or rented to customers. Products can resign to multiple warehouses. CRM.COM allows to have a clear view of the stock balance of each of the products by a dedicated product balance screen.

1. Navigate to PATH
2. Search for the 
3. Click on the number/name of the record you would like to access, to go to the Data Entry page
4. From the Action Menu click on Actions > "Suspend Account"

summary page.

Through the page you can search for products, using products, product types or product families and the displayed results provide you the collective sum of the product(s) from all warehouses as well as detailed information of the stock balance in each warehouse.

In case the product also belongs to a product bundle then you will be able to see the stock balance of the products that belong to a specific bundle.

Explaining Stock Balance Fields

Accessing Stock Balance

1. Navigate to FOUNDATION > INVENTORY MANAGEMENT > MANAGE STOCK BALANCE
2. Search for a specific product or proceed with a search for all products

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