FAQs in this section

How to activate a Product?

What are Products?

How do I create a Product in Vtiger CRM?

How do I print the product information?

What are Services?

How do I create a Service in Vtiger CRM?

How do I print the service information?

How do I create a Quote from a Product?

How do I create a Sales Order from a Product?

How do I create a purchase order from a product?

How do I create a subscription from a product?

How do I create an Invoice from a Product?

How is stock quantity in Products related to Purchase Orders?

Is the Services module available in the Enterprise edition?

Where is the information from the Services module used?

How do I create a Quote from a Service?

How do I create a Sales Order from a Service?

How do I create a Purchase Order from a Service?

How do I create a subscription from a Service?

How do I create an Invoice from a Service?

How do I change the template of Service details before printing?

How do I change the category of a Service?

How do I create a Product from Quick Create?

How do I create a Service using Quick Create?

What are Revenue Schedules?

What is the Revenue Schedules feature in Vtiger CRM?

What is the Revenue Schedules feature used for?

What are the different statuses of the Revenue Schedules?

What are the benefits of the Revenue Schedules feature in Vtiger CRM?

In which editions of Vtiger CRM is the Revenue Schedules feature available?

How do I install Revenue Schedules in Vtiger CRM?

How do I enable the Revenue Schedules feature?

How do I disable the Revenue Schedules feature?

How do I enable or disable the Revenue Schedules feature from the Settings page?

How do I enable or disable the Revenue Schedules feature from the Products module?

How do I access the Revenue Schedules checkbox from the Services module?

How do I access the Revenue Schedules checkbox from the Revenue Schedules module?

How do I add Revenue Schedules information while creating a product?

How do I add Revenue Schedules information while creating a Service?

How do I add Revenue Schedules information while creating a Deal?

What is a Construction add-on?

What are the components of the Construction add-on?

What is the Site Survey module?

What are the actions available in the Site Survey module?

What is the Labour module?

What are the actions available in the Labour module?

What are the benefits of the Construction add-on?

What is the process of generating a quote from a deal record?

What is the feature availability of the construction add-on?

How does linking work in the Products module?

What is Product Stock Update?

How does the Product Stock Update function in Vtiger CRM?

What information does a Product Stock Update record capture?

Which editions support the Product Stock Update feature in Vtiger CRM?

What are the benefits of the Product Stock Update feature in Vtiger CRM?

How do I install the Product Stock Update add-on?

How do I view the Stock Update record of a product?

How do I adjust the stock manually?

Can I add a product line item while creating a deal or inventory record?

What is Stock Management?

What is the use of Stock Management?

What is Stock Management in Vtiger CRM?

What are the Stock Management fields in a Product record?

What is the feature availability of Stock Management in Vtiger CRM?

What are the benefits of Stock Management in Vtiger CRM?

What is Recompute in Stock Management?

How do I configure Stock Management settings In Vtiger CRM?

How do I recompute individual product stock values in Vtiger CRM?

How do I schedule the recompute of all stock values in Vtiger CRM?

Are there any errors while recomputing stock values?

What is the Product Stock Update workflow?

What are the benefits of Product Stock Update workflow?

How does the Product Stock Update workflow affect the product stock?

How do I add targets?

Is the Stockroom add-on available in the One Professional edition?

What is the price of the Stockroom add-on in One Professional edition?

Where does the Unit Purchase Cost in Delivery Notes get its value?

Can I unlink a delivery note from a sales order?

What is the purpose of the Target Set Quantity and Target for Value field in Targets?

Can I filter records that are synced from Vtiger to Tally?

What is the Preview option in Inventory modules for Products or Services? Is it available in all Inventory modules?

How does the system keep track of my assigned products or services?

Will I receive reminders for service renewals, upgrades, or maintenance?

How can I add a Product subcategory?

Can I add or edit Picklist Field values in the Line Item block?

Is role-based picklist value assignment supported for line item fields?

What happens if I delete a line item picklist value from the Picklist Editor?

Can I add multiple products by name in a single Inventory record?

Can I add products to a Delivery Note that are not listed in the original Sales Order?

Can I add a specific line item that's visible to only admin?

Why can’t I see my targets?

Why am I unable to set team quotas?

Can I convert a Quote into a Sales Order?

How do I configure Taxes and Discounts in a Sales Order?

How can I share a Sales Order with a customer?

What is the One View widget in Sales Orders?

What happens when a Delivery Note (DN) is created from a Sales Order?

Can I link products in Sales Orders by name without needing their IDs?

Can I export multiple Sales Orders at once?

What records can I copy the address from?

Can I copy addresses if the Organization has multiple addresses saved?

What happens if I change the related Organization after copying the address?

How can I generate related documents from a Work Order?

What kind of reports can I generate using Work Orders?

How do I resync with Xero?

How do I resync with Xero from a specific date?

How do I create a new Product Family?

How do I create an attribute for a product family?

How many attributes can I assign to a single product family?

How do I add a discount to a product in Vtiger CRM?

How is the Quantity in Stock of a product updated in Vtiger?

How do Invoices affect the Quantity in Stock?

How do Purchase Orders affect the Quantity in Stock?

Why are Price Books not showing up in Quotes, Invoices, or Sales Orders?

Why can’t I see Item-level Price Books for a Product?

How do I split a Sales Order when only part of it is delivered?

How do I delete a Sales Order?

What is inventory management in Vtiger CRM?

What is the difference between Products and Services in Vtiger?

How do Price Books work?

How can I manually adjust stock levels?

How do Quotes, Sales Orders, and Invoices work together?

When should I issue a Credit Note?

How do I convert a Quote into a Sales Order or Invoice?

When is a Delivery Note created?

When is a Credit Note created?

Can a Delivery Note be invoiced?

What is the difference between a Sales Order and an Invoice?

Can a Receipt Note quantity exceed the quantity specified in the Purchase Order?

When is a Bill considered paid or overdue?

Can a Bill be created without a Purchase Order?

What is the Save Selection option in Flexible Bundles?

How can I reuse a previously saved bundle configuration?

Can I create tiered product options within a flexible bundle?

How do I create a Print Template for the Stock Transfer module?

Follow the steps below to create a Print Template for the Stock Transfer module:

Log in to the CRM.
Click Main Menu.
Go to Tools >Templates > Print Templates. The Print Templates page opens.
Click + Add Print Template. The New Print Template page opens.
Select the module as Stock Transfer.
Customize the template.
Click Save.