Inventory & Stock Control

OpenCRM offers you three different levels of stock control all you decide is which suits the way that you work best. Simple, just let OpenCRM tell you when the stock numbers on a Product are falling low. Intermediate, book stock in and manage the quantities including warning emails when stock is included on a Quote, Sales Order or Invoice. Advanced, automatically create Stock Items when Sales Orders are created, have these Stock Items tracked to see if you have Unallocated, Allocated, Not In Stock, Ordered, Ordered Allocated or Cancelled stock, including processes to manage purchase orders and despatch including statuses for Shipped and Returned.

Let OpenCRM tell you when a Sales Order is ready for despatch. List all Products that need to be fulfilled and add these to Purchase Orders to top up your Stock levels.

Integrate Stock Level management with your eCommerce engine or external stock management system.

Stock Items can hold specific information such as serial numbers, warehouse location, model and revisions plus any other information that is important to you.

View all Purchase Orders due so that you can get a list of items for your Goods Inwards team, after 'booking in' the Stock Items will be automatically allocated to outstanding Sales Orders and a notification will be sent to the Sales Order administrator or account manager. When the Sales Order is ready for despatch trigger the despatch process and create a picking note/despatch sheet.

If a Sales Order is cancelled the Stock Items are automatically marked as being available for fulfilment or allocated to other Sales Orders awaiting goods in.