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Product Stock Update Workflow

This article guides you through the process of setting up the product stock update workflow.
A
Abdul Sameer
15 Dec, 2023 - Updated 3 months ago
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Product Stock Update Workflow

The Quantity in Stock of a product gets updated in accordance with the status of the invoice or purchase order created for the product. This is done via the workflow UpdateInventoryProducts On Every Save that is set up and active by default in Vtiger. 

The benefit of this workflow is that it reduces manual effort and avoids human errors, as every change is recorded automatically. You can also create other workflows to run on Products by going to Settings> Automation> Workflows.

To learn more about Workflows in Vtiger CRM, click here.

Here are the scenarios under which Invoices impact Quantity in Stock

  • When an invoice is created, the quantity in stock will decrease.
  • When an invoice is canceled or deleted, the quantity in stock will increase.

Here are the scenarios under which Purchase Orders impact Quantity in Stock

  • When the purchase order status is changed to ‘received shipment’, the quantity in stock will increase.
  • When the purchase order is canceled, the quantity in stock will decrease.
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