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How do I configure Stock Management settings In Vtiger CRM?

Table of Contents

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:
1. Qty. in Stock - Increases
  1. Select the required inventory record from the drop-down. The inventory module record may be a Purchase Order or a Receipt Note.
  2. Select all the required statuses of the inventory module record from the drop-down.
2. Qty. in Stock - Decreases
  1. Select the required inventory record from the drop-down. Inventory module records may be a Sales Order, an Invoice, or Delivery Note.
  2. Select all the required statuses of the inventory module record from the drop-down.
3. Committed Stock - Increases
  1. Select the required inventory module record from the drop-down. The inventory module record here can only be a Sales Order.
  2. Select all the required open statuses of the inventory module record from the drop-down.
4. Committed Stock - Decreases
  1. Select the required inventory record from the drop-down. The inventory module record can be a Sales Order or a Delivery Note.
  2. Select all the required closed statuses of the inventory module record from the drop-down.
5. Incoming Stock - Increases
  1. Select the required inventory record from the drop-down. The inventory module record here can only be a Purchase Order.
  2. Select all the required open statuses of the inventory record from the drop-down.
6. Incoming Stock - Decreases
  1. Select the required inventory record from the drop-down. The inventory module record can be a Purchase Order or a Receipt Note.
  2. 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.

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