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Managing Inventory

In CRM.COM, Inventory show your stockable physical goods that reside in your business warehouse. These items can be sold or rented to your customers.

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. This is also where your items will be kept once returned back by a customer. The stock balance is adjusted accordingly whenever a stock item changes ownership.

A Business can only have a single Warehouse and this is generated automatically once you sign up to CRM.COM.

View Stock Balance

This option allows you to view your warehouse’s Stock Balance, 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 in the 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

Stock In transactions are also performed when your customers return back their physical goods (for example if they regret their sale or the equipment is broken or when they return a rental). However, stock in transactions in that case are automatically created and managed by CRM.COM processes such as issuing a Credit Note. Manual Stock in transactions must only be created when you add new stock to your warehouse

You can stock in multiple products within a single transaction:

  • Product- Select at least one or even multiple products to be stocked in. Only stockable product 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 importing. The number of sera numbers will later on define the quantity as well.

  • Unit cost - Enter an item’s unit cost. note that this cost is irrelevant to the product’s price

On posting a Stock in transaction for traceable physical goods, CRM.COM will also create the Devices, which represent the actual physical good that will be delivered to customers.

Stock Adjustment

Issue a Stock Adjustment transaction to correct Stock Balance errors through the dedicated action in Stock Balance screen.

  • Product: Select at least one or multiple products.

  • View the available balance and set up how this balance should be adjusted by increasing or decreasing it. 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.

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

Business Network

Automations

Automations

Integrations

Integrations

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