Inventory & Field Operations
Inventory Management
Products, variants, serial units, stock movement and low-stock alerts, connected to quotations, invoices and purchase orders. Inventory Management tracks product stock across locations, variants and serial-tracked units.
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Who it is for
Teams selling hardware, tools, spare parts, machines or field service equipment.
Part of the Inventory & Purchasing module. See plans and modules
How it works, step by step
Purchase orders, quotations, support tickets and toolkit checkouts update stock movement records. Purchase orders also post to the ledger when Accounting is on.
- Create products, variants and stock locations.
- Enter opening stock, or receive a purchase order.
- Sell through quotations and invoices, or record a direct sale; stock moves with each.
- Check low-stock alerts, the purchase and sales registers and stock valuation.
What you get
- Product variants
- Serial units
- Stock locations
- Low-stock alerts
- Purchase and sales register
- Stock valuation
What it connects to
- Purchase OrdersVendor purchase orders with GST fields, items, quantities and receiving workflow.
- Quotation ManagementGST-ready quotations with per-line GST, revisions, viewed tracking, lost reasons and Mark as Accepted.
- Warranty TrackingTrack sold units, warranty expiry, customer equipment and service eligibility.
- Field ToolkitIssue tools to field engineers, track returns, condition and overdue checkouts.
- GST Invoicing & ReceivablesGST tax invoices with per-line GST, credit notes, part payments, receivables ageing and automatic invoice drafts for contracts and AMCs.
Getting set up
Create products, stock locations, units and opening stock, then connect them to operations.
Inventory Management: questions and answers
- Does Inventory work on its own?
- Yes. Inventory & Purchasing works standalone; no other module is required.
- How is stock valued?
- At weighted-average cost, including stock added by hand with a cost per unit.
- Can I track serial numbers?
- Yes. Products can be serial-tracked, and each unit can carry warranty.
- Which module is this part of?
- Inventory Management is part of Inventory & Purchasing. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.
See Inventory Management on your own data
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