How do I configure Stock Management settings In Vtiger CRM?
As an admin user, you can configure the Stock Management settings on the Vtiger CRM settings page.Note: You must install the Inventory Add-on to manage stocks using Stock Management settings.Follow these steps to configure Stock Management:- Log in to your CRM account.
- Click the User Menu in the top right corner.
- Click Settings.
- Look for Inventory.
- Click Stock Management.
- Enter or select information for the following:
- Qty. in Stock - Increases
- Select the required inventory record from the drop-down. The inventory module record may be a Purchase Order or a Receipt Note.
- Select all the required statuses of the inventory module record from the drop-down.
- Qty. in Stock - Decreases
- Select the required inventory record from the drop-down. Inventory module records may be a Sales Order, an Invoice, or Delivery Note.
- Select all the required statuses of the inventory module record from the drop-down.
- Committed Stock - Increases
- Select the required inventory module record from the drop-down. The inventory module record here can only be a Sales Order.
- Select all the required open statuses of the inventory module record from the drop-down.
- Committed Stock - Decreases
- Select the required inventory record from the drop-down. The inventory module record can be a Sales Order or a Delivery Note.
- Select all the required closed statuses of the inventory module record from the drop-down.
- Incoming Stock - Increases
- Select the required inventory record from the drop-down. The inventory module record here can only be a Purchase Order.
- Select all the required open statuses of the inventory record from the drop-down.
- Incoming Stock - Decreases
- Select the required inventory record from the drop-down. The inventory module record can be a Purchase Order or a Receipt Note.
- Select all the required closed statuses of the inventory record from the drop-down.
Note: If you don't want to update your stock using the Stock Management configuration in Vtiger CRM, you can choose the Never option from the drop-down instead of creating an Inventory module record. This will prevent any updates to your stock levels through the Stock Management feature.