Managing Inventory
In CRM.COM, inventory items are your sellable, stockable products, these products reside in a warehouse until they are sold to a customer or transferred to another location.
Navigate to Commerce > Inventory
Your warehouse is where all your stockable products (traceable and non-traceable) are stored. Products from the warehouse can be sold or rented to customers, or returned by a customer. The stock balance is adjusted accordingly whenever a stock item changes ownership.
View Stock Balance
This option allows you to view the stockable products stored in your warehouse. Select the View Devices option for a traceable product to view all respective devices stocked.
Select the more options icon to perform:
Stock In - This action is performed by a system user when taking delivery of products, typically when receiving new devices. For existing devices, the stock-in transaction can only be performed through another process (e.g. a credit note for returning a device, or a rental return for a Subscription).
Stock Adjustment - Adjust the stock balance for traceable or non-traceable products. For traceable products you will be required to provide the serial numbers of products being added or removed from stock, for non-traceable products simply provide the new stock balance.
View Transactions
This is a log of all transactions performed against warehouse items, click on the eye icon to view further details.
A warehouse is automatically created upon registration of a new Business
Products must already be defined in the system (Commerce > Products) with a Type classification of traceable physical good or non-traceable physical good (refer to Types in Product Settings for further details)
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 but should 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 in any warehouse transaction or transfer
Sold: Device belongs to a retailer/distributor or a customer and has been sold through an Invoice
Rented: Device is still owned by the business/merchant but is currently located at a customer's subscription address
Own Device: A customer’s own device, can be transferred to another customer but cannot partake in warehouse transactions
Reference Material
You may also find it useful to refer to the following manuals for further reading in relation to Inventory.
Business Network
Automations
Integrations
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