Inventory Management


BzCRM extends beyond traditional CRM to provide a complete sales cycle management by integrating Inventory Management functions, such as Products, Price Books, Vendors, Sales Quotes, Purchase Orders, Sales Orders, and Invoices with CRM modules, such as Leads, Accounts & Contacts, and Opportunities. You can achieve the seamless integration between pre-sales and post-sales activities in a single application.


INVENTORY MANAGEMENT MODULES


Product Management

  • Manage organization-wide products.
  • Associate products with other modules for a full 360 degree view.
  • Import product details from other applications.
  • Create custom product fields.
  • Attach product-specific documents, such as collateral, license agreements, etc.
  • Upload product images for easy identification.
  • Create Price Books as per customer segment and associate products with Price Books.
  • Procure products from the selected vendors list.



Sales Quotes

  • Track outstanding quotes from the quotes list view.
  • Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts.
  • Select different prices for the same product as per customer segment.
  • Create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt E-mail service.
  • Create Sales Order or Invoices with a single click from the Sales Quote.
  • Avoid duplicate work by dynamically displaying the Billing and Shipping Addresses of the prospect.
  • Display quotes related to accounts under the related list.
  • Customize Sales Quote fields.

Order Management

  • Streamline organization-wide procurement and fulfillment processes with integrated approach of Bz CRM.
  • Track outstanding orders from the orders list view.
  • Procure products from the best available Vendors/Manufacturers/Resellers list in Bz CRM.
  • Manage up-to-date inventory position by seamless integration between order fulfillment and available stock in your warehouse.
  • Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements.
  • Avoid duplicate work by dynamically displaying the Billing and Shipping Addresses of the prospect while creating orders.
  • Add line items to the Orders and update subtotal, taxes, adjustments and grand total amounts automatically.
  • Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through inbuilt E-mail service.
  • Once the Sales Order is accepted, create Invoice from Sales Order with a single click.
  • Periodically notify the inventory position to the parties concerned in your organization so that stock is always available to fulfill the outstanding orders.

Invoices

  • Track outstanding invoices from the Invoices list view.
  • Create printer-friendly Invoices and deliver to the customers through inbuilt E-mail service.
  • Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically.
  • Customize Invoice fields per your organization requirements.
  • Avoid duplicate work by dynamically displaying the Billing and Shipping Addresses of the customer while creating invoices.
  • Associate invoices with the General Ledger account for hassle-free Book Keeping.



















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