Managing Stock Balance

 Back to Inventory Management Main Page 

Table of Contents

Navigating to Managing Stock Balance

FOUNDATION > INVENTORY MANAGEMENT > MANAGE STOCK BALANCE

What is Stock Balance?

Traceable and Non-Traceable Physical Goods are imported into Warehouses from where they can then be sold or rented to customers. 

CRM.COM offers a clear view of the Stock Balance of each Product through a dedicated Stock Balance Summary page. From this page, the user can search for Products by using Products, Product Types or Product Families. The displayed results provide 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, the stock Balance of the Products that belong to the specific Bundle will also be visible.


MANAGE STOCK BALANCE

Explaining Stock Balance Fields

Name
Description
ProductDisplays the Product Code of the Product in stock.
Product TypeDisplays the Product Type of the Product in stock.
Product FamilyDisplays the Product Family of the Product in stock.
Balance

Displays the total stock Balance of the Product in all Warehouses.

Includes Products that belong to Physical Good Bundles.

Included in BundlesDisplays the stock Balance for the Product which is included in Bundles.
Warehouses

Drill-down to all Warehouses in which the Product can be found. For each Warehouse the following information is displayed:

  • Name of the Warehouse
  • Type of the Warehouse
  • Alternative Code of the Warehouse
  • Owned By Group of the Warehouse
  • Description of the Warehouse
  • Privacy Level of the Warehouse
  • Balance: the stock Balance of the specific Product in the selected Warehouse (includes Products that belong in Bundles).
  • Number of Products Included In Bundles: This is the number of items included in Bundles within the selected Warehouse.