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    Home  >   FAQs   >  How do I configure Stock Management settings In Vtiger CRM?
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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:
    1. Log in to your CRM account.
    2. Click the User Menu in the top right corner.
    3. Click Settings.
    4. Look for Inventory.
    5. Click Stock Management.
    6. 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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