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Overview

Inventory management is used to handle stock of physical goods and to supervise the movement of products that enter and leave a company's warehouses.

In CRM.COM, a warehouse represents the physical location where sold or rented hardware is stored. A separate warehouse can be set up for each location from which hardware is retrieved. Additional warehouses can be set up to represent locations where hardware is returned, in order to distinguish them from unused goods.

Inventory management functionality

Import new goods into warehouses.
Move multiple items in and out of warehouses or between warehouses at the same time.
Handle the sale of goods.
Keep a balance of goods in each warehouse.
Identify individual traceable physical goods (installed items) through a serial number.
Identify the supplier of goods.
Track physical goods installed at a customer's location.
Track the movement of installed items between warehouses and customers.

Setting Up Inventory Management

Configuration > Foundation Application > Inventory Management

Warehouse Types

Warehouse types are used to group warehouses and assign them different functions. Types are added in the inventory definition to designate warehouses that physical goods are taken from and returned to. For example, one type (Sales) can be defined for use when selling goods directly from a company's point of sale and another (Rentals) when renting out goods.

Installed Item Categories

Categories are used to classify installed items based on common attributes.

Inventory definitions

Inventory management definitions control the movement of physical goods that are taken from or returned to warehouses and that are sold or rented to customers through jobs, subscriptions or direct sales.

Provide the type of the warehouse to be used in each event (such as 'For Adding' or 'For Removing') and assign a classification to determine whether the goods are rented or sold.

Rentals: Installed items added to subscriptions and not purchased by the customers; the goods must be returned when the subscription is terminated.
Sales: Installed items sold through jobs or direct sales; the goods do not have to be returned. If the good is extracted from a proprietary warehouse, the customer is billed through CRM.COM; if the good is extracted from a warehouse that belongs to a partner, the customer is not billed through CRM.COM.

Definition fields

The table describes the sections of Inventory Management Definitions Data Entry page and explains how the fields in the page are used.

Mandatory Configurable

Allowed Warehouses
For Adding	Define the Warehouse Types from which physical goods can be added to subscriptions or jobs. Specify the classification ('Rented', 'Sales') of each warehouse type.
For Adding During Replacement	Define the Warehouse Types from which physical goods can be added to subscriptions or jobs during a replacement (i.e., when using the 'Swap Installed Item' action). Specify the classification ('Rented', 'Sales') of each warehouse type.
For Removing	Define the Warehouse Types to which physical goods can be returned when removed from subscriptions or jobs. Specify the classification ('Rented', 'Sales') of each warehouse type and define a default for each classification. System process for determining return warehouse Check whether the returned item was rented or sold (i.e., the classification of the warehouse the good was originally taken from). Retrieve the default warehouse type of the established classification from the inventory management definition. Retrieve warehouses of the established warehouse type, from the pool of available warehouses. Match the group that the user is currently logged in under, to one of the retrieved warehouses' 'Owned By Group', to identify the warehouse the good should be returned to. If no match is found in the default warehouse type (in step 2), then check other warehouse types of the same classification and return to step 3.
For Removing During Replacement	Define the Warehouse Types to which physical goods can be returned when removed from subscriptions or jobs during a replacement (i.e., when using the 'Swap Installed Item' action). Specify the classification ('Rented', 'Sales') of each warehouse type and define a default for each classification. System process for determining return warehouse Check whether the returned item was rented or sold (i.e., the classification of the warehouse the good was originally taken from). Retrieve the default warehouse type of the established classification from the inventory management definition. Retrieve warehouses of the established warehouse type, from the pool of available warehouses. Match the group that the user is currently logged in under, to one of the retrieved warehouses' 'Owned By Group', to identify the warehouse the good should be returned to. If no match is found in the default warehouse type (in step 2), then check other warehouse types of the same classification and return to step 3.
Allowed Price Plans
Define the price plans that will be used when selling physical goods to customers through the Quick Sales process (available through the accounts receivable). Multiple plans can be specified. Set a default to be used automatically for Quick Sales. Select Applicable Account Receivable Classifications for each selected price plan.

Warehouses

Foundation > Inventory Management > Manage Warehouses

A warehouse is a storage place for physical goods. Physical goods (traceable and non-traceable) are located in warehouses from where they can be retrieved and transferred to customers or other warehouses.

The table describes the sections of Warehouse Data Entry page and explains how the fields in the page are used.

Mandatory Configurable

Main Information
Type Owned By Group: The group that owns the warehouse automatically defaults to that of the logged-in user (can be changed). Only users with access to the specific group can view and move products in and out of the warehouse. The combination of the Warehouse Type and Owned By Group must be unique. When a physical good is returned from a customer, the system uses the combination of these two fields to determine which warehouse the good should be placed in. Refer to Inventory Definition for more information. Allow Negative Stock: Enable to allow the removal of non-traceable physical goods from a warehouse when the stock's quantity is not measurable. E.g., if you have a non-traceable good in the system, such as milk, so that it can be added to an order of (traceable) coffee. Negative stock is not allowed when moving goods between warehouses.
Balances
The running balance of stock kept in the warehouse. Click on the Quantity of each product to view the warehouse transactions that resulted in this balance. Click on the Included In Bundles of each product to view the total quantity of the product that is included in bundles (as a component product).

Main Information

Type

Owned By Group: The group that owns the warehouse automatically defaults to that of the logged-in user (can be changed). Only users with access to the specific group can view and move products in and out of the warehouse.

The combination of the Warehouse Type and Owned By Group must be unique.

When a physical good is returned from a customer, the system uses the combination of these two fields to determine which warehouse the good should be placed in.

Refer to Inventory Definition for more information.

Allow Negative Stock: Enable to allow the removal of non-traceable physical goods from a warehouse when the stock's quantity is not measurable.

E.g., if you have a non-traceable good in the system, such as milk, so that it can be added to an order of (traceable) coffee.

Negative stock is not allowed when moving goods between warehouses.

Balances

The running balance of stock kept in the warehouse.

Click on the Quantity of each product to view the warehouse transactions that resulted in this balance.

Click on the Included In Bundles of each product to view the total quantity of the product that is included in bundles (as a component product).

Related configuration areas

The following modules are related to inventory management and may be configured for the inventory management module to operate at its full capacity.

Manual Link	Area	Description
Products	Products	Create the products that will be stocked in the warehouses or used to create installed Items (traceable physical goods).

Using Inventory Management

Foundation > Inventory Management > Manage Warehouse Transactions

The difference between traceable and non-traceable physical goods is fundamental in stock management.

Traceable physical goods can be traced through a unique identifier, which is usually a serial number. In CRM.COM a traceable physical good (such as a modem with a serial number) is often referred to as an 'installed item'.

Non-traceable physical goods are not traced to a single instance and are measured based on their quantity (such as antennas). It is important to know how many antennas are left in the warehouse but not which specific antenna was sold to a customer.

Adding stock to a warehouse

Once warehouses are set up there are multiple ways to start adding stock:

Use the import utility for traceable goods to import stock from a file.
Create the installed items one by one and then use a 'Stock in warehouse transaction' to place the items in the warehouse (traceable goods only).
Create a 'Stock in warehouse transaction' and add multiple items to a specific warehouse (traceable and non-traceable goods).
Create a 'Stock movement warehouse transaction' and move stock from one warehouse to another (traceable and non-traceable goods).
Remove an installed item that was previously rented or sold to a customer and then returned (no longer required by the subscription or swapped with a new item).

Removing stock from a warehouse

Stock is removed from a warehouse when sold or rented to a customer or when moved to another warehouse or because it is no longer usable.

Remove stock that is no longer functional (e.g., hardware that is outdated or broken) using a 'Stock out warehouse transaction'.
Move stock from one warehouse to another using a 'Stock movement warehouse transaction'.
Rent an installed item to a subscriber by adding it directly through subscriptions or jobs.
Sell a (traceable or non-traceable) physical good to a customer through a job or directly through a 'Quick sale'.

Move stock between warehouses

Stock can be easily moved between warehouses to assist in the logistics process, by using a 'Stock movement warehouse transaction'. You can import all stock to the main warehouse and then allocate goods to other warehouses from there.

Managing installed items

Foundation > Inventory Management > Manage Installed Items

Installed items are physical goods that can be traced by their serial number. Installed items either belong to the business or to a customer. They can be sold or rented to customers through subscriptions or jobs or sold through the 'quick sales' process.

Several installed items can be created in one flow by:

'Managing Warehouse Transactions' which also move the items to a specific warehouse.
'Importing Installed Items via Utilities', a process used to import multiple items from a file and add them to a specific warehouse.

Creating an installed item from the Installed Item Data Entry page does not place it in a warehouse. A stock in transaction must be used for the transfer.

Specify the criteria that match the installed item you are interested in or click on NEW from the Actions menu to create a new item. Provide the information defined as mandatory in the installed items table and SAVE.

The table describes the sections of the installed items Data Entry page and explains how the fields in the page are used. You can use the table filter to only view information on the installed items you are interested it.

Mandatory Configurable

Managing warehouse transactions

Foundation > Inventory Management > Manage Warehouse Transactions

Use warehouse transactions to move stock in and out of warehouses.

Warehouse transactions are either created by the user or by the system following a user action (such as the 'Remove Installed Item' subscription action).

There are three types of warehouse transactions:

'Stock in' adds stock
'Stock out' removes stock
'Stock movement' moves stock between warehouses.

Warehouse transactions can be created by the user through the Manage Warehouse Transactions or the Warehouse Data Entry page.

The table describes the sections of a warehouse transaction Data Entry page and explains how the fields in the page are used.

Mandatory Configurable

Main Information
Life Cycle State indicates whether the items were successfully moved and the warehouse balance updated (Posted) or whether the movement is still pending (Draft). Click on SAVE to post the transaction or SAVE AS DRAFT to save without affecting stock balance until goods are physically received and accounted for. Warehouse that stock will be moved to or from. Batch Number: Used to keep track of multiple warehouse transactions made for the same batch. Supplier: A contact that provided the stock. Posted date
Items to Stock In / Items to Stock Out / Items to Move The physical goods that will be added, removed or transferred between warehouses. Refer to 'Adding items to warehouse transactions' for more information on adding physical goods to a transaction through the Data Entry page.
Product: The physical good to be added. Serial Number (for traceable physical goods only, refer to 'Installed Items') Alternative Code (for traceable physical goods only, refer to 'Installed Items') Quantity to be added to the stock (always '1' for traceable physical goods) Unit Cost Amount Total Cost Amount (Unit Cost * Quantity) Components: The constituent products of bundle goods.
Transaction Totals
An aggregated quantity and total cost for each physical good included in the transaction. If a product bundle is added the constituent components are counted as separate products. E.g., if an 'Installation Kit' is added, which has 2 Modems and 1 Decoder as components, then the transaction totals will display: 1 Installation Kit 2 Modems 1 Decoder

Posting a warehouse transaction

Warehouse transactions can be created for received, removed or transferred goods and kept (open) in a 'Draft' state until all the goods have been physically accounted for.

Goods are always available to agents for stock out transactions but must be posted to be available for stock in and stock movement transactions. In either case, the stock balance remains unmodified.

Goods can be added or removed from the transaction as long as it is in a 'Draft' state. Once all physical goods have been accounted for and the modifications finalized, the transaction can be closed (Posted) and the stock balance updated.

Use SAVE from the Actions menu to post the transaction or SAVE AS DRAFT to keep it editable.

To post the finalized transaction, go to Manage Warehouse Transactions, select the transaction and click Post from the Actions menu.

Adding items to a warehouse transaction

Stock Out and stock Movement warehouse transactions

Traceable installed items and non-traceable physical goods can be selected and moved through the Manage Warehouse Transactions Data Entry page.

Adding a single installed item

In edit mode go to the Add Single Installed Item search box (in the Items to Stock out or Move section).
Run a quick search or open the search modal and search for the item to be moved.

Adding multiple installed items

Click on the ADD MULTIPLE INSTALLED ITEMS link.
Search for already installed items and select the ones to be included in the transaction by checking the checkbox.
Click Select.

Adding physical goods

Go to the Add Physical Goods section.
Select the Product Type and the Product from the drop-down lists.
Quantity: provide the number of non-traceable items to be removed from the warehouse.

Stock In warehouse transactions

New traceable installed items and non-traceable physical goods can be created - and installed items already present in the system that are not assigned to a specific warehouse can be selected and added - through the Manage Warehouse Transactions Data Entry page.

Adding an existing installed item

Enable Search for Existing Installed Item.
Run a quick search or open the search modal and search for the item to be added in the Installed Item search box.
The item is added to the list and a unit cost can be provided.

Adding non-traceable goods

Select the Product Type and the Product from the drop-down lists.
Quantity: provide the number of non-traceable items to be removed from the warehouse.
Use Enter to add the items.
The item is added to the list and a quantity and unit cost can be provided.

Adding new installed items

Select the Product Type and the Product from the drop-down lists.
Serial Number: Provide the unique identifier of the new item.
Use Enter to add the items.
The item is added to the list and an alternative code and unit cost can be provided.
If an alternative code is not provided, then it is set equal to the serial number.

Adding physical good bundles to a warehouse transaction

Physical good bundles are products made up of multiple components (traceable or non-traceable physical goods). Additional information related to the components is required when adding a bundle to a warehouse transaction.

Once the items are added to the list (see above) click on COMPONENTS to view and set the applicable information. The following information is available:

Product: the component set by the system, as defined in the product bundle components.
Serial Number: provide the identifier for installed items components.
Alternative Code: provide an alternative code for installed items components. If none is set, the serial number is used.
Quantity: Set as defined in the Product bundle settings if the product is non-traceable, and to '1' if it is traceable.
Unit Cost Amount
Total Cost Amount.

Importing installed items through the utility

Foundation > Utilities > Import Data > Import Installed Items

The fastest way to import stock into a warehouse is by using the 'Import Installed Items' utility and an external file.

Define installed item import settings in the utility definition.

Click on Submit from the Actions menu and select the file with the items.

The file must be prepared for import in one of the following formats (templates can be used):

XML
Excel
CSV

The table describes the sections of Import Installed Items Transaction Data Entry page and explains how the fields in the page are used.

Mandatory Configurable

Input Settings
Warehouse in which the installed items will be imported. Warehouse Transaction Life Cycle State: The state of the stock in warehouse transaction that will be created once the run is executed, which can be 'Posted' or 'Draft'. When a run is executed, a warehouse transaction is created and assigned the selected life cycle state. If the state is 'Draft', then the imported items cannot be rented or sold. Supplier: The contact information of the supplier that provided the stock. Installed Item Product: Select between USE SPECIFIC PRODUCT (traceable physical good) and USE PRODUCTS SPECIFIED IN IMPORT FILE. Installed Item Category: Select between USE SPECIFIC CATEGORY and USE CATEGORIES SPECIFIED IN IMPORT FILE.
Process Runs
Displays the Runs that were executed for the specific definition. Each run includes the items that were processed. In the case of an error, its code and description are displayed.

Input Settings

Warehouse in which the installed items will be imported.

Warehouse Transaction Life Cycle State: The state of the stock in warehouse transaction that will be created once the run is executed, which can be 'Posted' or 'Draft'.

When a run is executed, a warehouse transaction is created and assigned the selected life cycle state. If the state is 'Draft', then the imported items cannot be rented or sold.

Supplier: The contact information of the supplier that provided the stock.

Installed Item Product: Select between USE SPECIFIC PRODUCT (traceable physical good) and USE PRODUCTS SPECIFIED IN IMPORT FILE.

Installed Item Category: Select between USE SPECIFIC CATEGORY and USE CATEGORIES SPECIFIED IN IMPORT FILE.

Process Runs

Displays the Runs that were executed for the specific definition. Each run includes the items that were processed. In the case of an error, its code and description are displayed.

Preparing the import file

Navigate to Import Installed Items and from the Definition Data Entry page click on Actions > Download Template.

Download the template after you Save the definition and then click Submit.
Select the type of template to download (XML, Excel or CSV).

The import file must be prepared according to the downloaded template. All three types of files include the fields defined in the table below:

Name	Type
Serial Number	String
Alternative Code	String
Unit Cost Amount	Number
Product	String
Category	String
Notes	String
Bundle Serial Number	String
UDF String 1-8	String
UDF Float 1-4	Number
UDF Date 1-4	Date dd/mm/yyyy hh:mm

If a bundle product is being imported, then the bundle installed item must be defined in the file before its components.

Import File Templates

Excel

The Excel file contains one column for each field that can be imported, with the headers in the first row.

CSV

The CSV file contains one column for each field that can be imported, with the headers in the first row.

XML

An XML template is provided during the import process. The XML file has the following structure:

 <installed_items>
    <installed_item>
		<serial_number></serial_number>
		<alternative_code></alternative_code> 
		<unit_cost_amount></unit_cost_amount>
		<Product></Product>
		<Category></Category>
		<notes></notes>
		<bundle_serial_number></bundle_serial_number>
		<udf_string_1></udf_string_1>
		<udf_string_2></udf_string_2>
		<udf_string_3></udf_string_3>
		<udf_string_4></udf_string_4>
		<udf_string_5></udf_string_5>
		<udf_string_6></udf_string_6>
		<udf_string_7></udf_string_7>
		<udf_string_8></udf_string_8>
		<udf_float_1></udf_float_1>
		<udf_float_2></udf_float_2>
		<udf_float_3></udf_float_3>
		<udf_float_4></udf_float_4>
		<udf_date_1></udf_date_1>
		<udf_date_2></udf_date_2>
		<udf_date_3></udf_date_3>
		<udf_date_4></udf_date_4>
        <error_message></error_message>
	</installed_item>
</installed_items>

Managing stock

Foundation > Inventory Management > Manage Stock Balance

Traceable and non-traceable physical goods are imported into warehouses from where they can be sold or rented to customers.

The stock balance of each product is available through the stock balance Summary page, from which the user can search using products, product types or product families as filters. The results display the collective sum of the product(s) across warehouses as well as detailed information on the stock balance in each warehouse.

If the product is offered as stand-alone and in a bundle, a total balance, and a balance for items included in bundles, is displayed.

Applying business flows on inventory management

Selling and renting physical goods

Physical goods can be sold or rented to customers.

Selling goods through the company

Goods are sold directly to the customer (not through a partner) by using:

Quick Sales
Jobs

Goods sold directly to the customer are invoiced by CRM.COM and the account of the customer is debited.

Selling goods through a partner

Selling goods through partners

Goods are sold to the customer through a partner by using:

Jobs
Subscriptions (for traceable physical good/installed item)

Goods sold through partners are not invoiced by CRM.COM.

Renting installed items to customers

Installed items are rented to the customer through Subscriptions. (Free of charge by default)

Rented goods are not invoiced by CRM.COM as the goods are returned to the company when a subscription is canceled.

Inventory Management Analytics

Printouts

Printouts are available through the Data Entry page in the following formats: HTML, XLS, CSV, RTF or PDF. Refer to Printouts for information on how they can be created, printed and sent.

Warranty Policy Printout

A warranty policy printout displays detailed information on an installed item's warranty policy coverage in terms of duration and coverage reasoning. The printout is available through Installed Items Data Entry page and unlike other printouts, it is not available for sending by email.

Inventory Management Business Examples

Setting up warehouses

Scenario 1

Company ZX warehouse is used to control the location and quantity of all physical goods related to ZX subscriptions such as TV boxes, routers, and remote controls. Different warehouses are used for hardware sold by ZX partners.

All hardware is initially imported into ZX's Main Warehouse and distributed to other warehouses from there.

Warehouse Types

Configure warehouse types as explained in the table below

Name	Information
Sales WT	Warehouses that belong to Company ZX or partners and from where installed items will be sold. (Items from partner warehouses are not billed from CRM.COM).
Rentals WT	Warehouses that belong to Company ZX and from where installed items will be rented (not billed).
Returns of Sales WT	Warehouses that belong to Company ZX or partners and where installed items that were sold and are being replaced for free (through Warranties) will be returned.
Returns of Rentals WT	Warehouses that belong to Company ZX and where rented installed items will be returned.

Inventory Management Definitions

Configure the inventory management business definition as explained in the table below.

For Adding		For Adding During Replacement		For Removing		For Removing during Replacement
Warehouse Type	Classification	Warehouse Type	Classification	Warehouse Type	Classification	Warehouse Type	Classification
Sales WT	Sales	Sales WT	Sales	Returns of Sales WT	Sales	Returns of Sales WT	Sales
Rentals WT	Rentals	Rentals WT	Rentals	Returns of Rentals WT	Rentals	Returns of Rentals WT	Rentals

Warehouses

Create warehouses as explained in the table below, providing the respective group and warehouse type for each.

Warehouse Name	Warehouse Type	Group (Sales Branch or Partner)
Sales	Sales WT	Sales (Company ZX)
Partner Sales	Sales WT	Sales Partner
Rentals	Rentals WT	Sales (Company ZX)
SBA Direct Sales Returns	Returns of Sales WT	Sales (Company ZX)
PBA Indirect Sales Returns	Returns of Sales WT	Sales Partner
SBA Rentals Returns	Returns of Rentals WT	Sales (Company ZX)

Configuration

Create the following Products, classified as traceable physical goods:
1. TV Boxes
2. Routers
Create the following Products, classified as non-traceable physical goods:
1. Remote control

Import installed items

Create a new import for the installed items.

In the import installed items definition provide the following information:
1. Warehouse: Sales
2. Warehouse transaction life cycle state: 'Posted'
3. Installed item product: Use products specified in the import file (Check that the import file has the correct product codes).
4. Schedule to 'Run Now' / run immediately.
Save the definition and click Submit from the Actions menu.
1. Create a file by downloading the import template and updating it and 'Add' it in the modal window.
Once the import is complete all the items will be available in the Sales Warehouse.

Create transaction to create Remote Controls

Create a stock in warehouse transaction to 'create' the remote controls (non-traceable physical goods can only be 'created' through stock in warehouse transactions)

Navigate to Direct Sales Warehouse and from the Actions menu select 'New Stock in transaction'
Select Product Type 'Non-traceable physical good' and Product 'Company ZX Remote Control'.
Input '10' as the Quantity and press 'Enter'.
Save the transaction.

Distribute boxes routers and remote controls to partner warehouse

Create a stock movement warehouse transaction to move physical goods from the Company ZX warehouse to the partner's warehouse.

Navigate to Direct Sales Warehouse and from the Actions menu select 'New Stock Movement Transaction'
Define the 'To Warehouse' as 'Partner Sales'.
Select Product Type 'Non-traceable physical good' and Product 'Company ZX Remote Control'.
Input '10' as the Quantity and press 'Enter'.
Click on 'Add Multiple Installed Items' and search for the items that were just imported.
Select 3 boxes and 3 routers from the modal.
Save the transaction.

Creating installed items

Set up and create installed items

Scenario 2

Company ZX wants to set up smartcards and decoders as traceable physical goods (installed items) in order to track them with a unique identifier, and cables and remote controls as non-traceable physical goods, to only track their quantity. They need to be able to manually create single installed items, in order to correct errors that may be caused by importing all items together in one flow.

CRM.COM Solution

Configuration

Create the following Products classified as traceable physical goods:
1. Smartcards
2. Decoders
Create the following Products classified as non-traceable physical goods:
1. Cable
2. Remote control

User actions

Create an installed item:
1. Navigate to the Manage Installed Items page and create new installed items for smartcards and decoders by specifying their serial numbers.
Move the items to a warehouse:
1. Once the items are created, go to Manage Warehouse Transactions.
2. Create a new 'stock in' warehouse transaction.
  1. Select the warehouse the items should be moved to.
  2. Search for the installed items created in Step 1.
  3. Save the transaction.

Using stock in transactions to import new cards and boxes in the system

Stock in Warehouse Transactions

Scenario 3

Company ZX wants to add a new batch of smartcards and set-top boxes that it received, into the system. They don't want to import them as there are only a few units and the agent must check each one individually as it is entered. A barcode scanner could also be used to obtain the serial number.

Solution

Navigate to Manage Warehouse Transactions.
Click on NEW > STOCK IN TRANSACTION.
1. Enter the warehouse where the items should be placed.
2. Provide the product type and the product.
3. Provide the serial number of each card and set-top box (a barcode scanner can be used).
4. Save the warehouse transaction.
Navigate to the Stock Balance screen and confirm that the balance of each product in the warehouse has been updated accordingly.

Moving items between warehouses

Stock Movement Warehouse Transaction

Scenario 4

Company ZX imports all new physical goods into a central warehouse for initial stocktaking and then distributes them to the other warehouses.

Solution

Use 'stock in' warehouse transactions (for non-traceable physical goods) and the 'import installed items utility' (for traceable physical goods) to import all goods in the central warehouse. Use 'stock movement' warehouse transactions to distribute the goods other warehouses.

1. Import all installed items into the temporary warehouse using the import utility.
2. Import all non-traceable physical goods into the temporary warehouse using a stock in warehouse transaction.
3. Navigate to the temporary warehouse.
4. Click on ACTIONS > NEW STOCK MOVEMENT TRANSACTION.
  1. Specify the target warehouse that goods will be moved to.
  2. Specify the product type and the product of the installed items that are being moved.
    1. Type or scan the installed items.
  3. Specify the product type and the product of the non-traceable physical goods that are being moved.
    1. Specify the quantity of the non-traceable physical goods.
  4. Save the warehouse transaction.
5. Check the stock balance to ensure that the correct traceable physical goods and quantities of non-traceable physical goods have been moved.

Notes

If you are using a previous release, view CRM.COM Release Changes.
Use the API to create and manage inventory from an external system, such as a customer portal. Refer to Warehouses and Warehouse Transactions WEB API for a comprehensive list of available actions.

Glossary

CRM.COM Term	Definition
Accounts Receivable	A ledger of the financial transactions carried out between a company and its customers, such as invoices and payments. The accounts receivable keeps a running balance of debits and credits and displays the amount a company is owed in exchange for goods supplied and services rendered.
Job	A small project initiated by the operator for customers, involving the delivery and billing of services, products, and activities. Customer requests and orders, such as that for a new subscription, can be initiated and registered through a job.
Product bundle	A combination of component products offered for sale as one product. Flexible product bundles have a variable selection of constituent products as components. Fixed product bundles have a fixed selection.
Subscription	A selection of customer services billed on a recurring, usage or one-time basis.

Overview

Inventory management functionality

Setting Up Inventory Management

Warehouse Types

Installed Item Categories

Inventory definitions

Definition fields

Warehouses

Related configuration areas

Using Inventory Management

Adding stock to a warehouse

Removing stock from a warehouse

Move stock between warehouses

Managing installed items

Managing warehouse transactions

Posting a warehouse transaction

Adding items to a warehouse transaction

Stock Out and stock Movement warehouse transactions

Stock In warehouse transactions

Adding physical good bundles to a warehouse transaction

Importing installed items through the utility

Preparing the import file

Import File Templates

Excel

CSV

XML

Managing stock

Applying business flows on inventory management

Selling and renting physical goods

Inventory Management Analytics

Printouts

Warranty Policy Printout

Inventory Management Business Examples

Setting up warehouses

Creating installed items

Using stock in transactions to import new cards and boxes in the system

Moving items between warehouses

Glossary

Related Links

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