Articles in this section
Adding Custom Fields to Inventory Module Line Items
Approval Process for Quote Discounts
Configure Authorize.net to process payments
Creating and Managing Invoices
Creating and Managing Work Orders
Creating Credit Notes
Creating Delivery Notes
Creating GST compliant invoices for Indian Businesses
Creating Price Books
Creating Receipt Notes
GST in India
Products in Vtiger CRM
Vtiger Services
Logging the Details of your Vendors
Managing Bills
Managing Payments
Managing Purchase Orders
Managing Sales Orders
Managing Subscriptions in Vtiger CRM
Managing your Assets
Vtiger Inventory Management
Managing your Vtiger CRM Subscriptions & Billing
Stockroom in Vtiger CRM
Product Options
Vtiger CPQ
Summary Variables
Product Rules
Discounts
Stock Management in Vtiger CRM
Product Stock Update
Chart of Accounts
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
1 year ago
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.