The Inventory feature in Track-New Service CRM Software is a powerful tool that allows you to manage your stock, suppliers, and warehouse operations effectively. Below is a guide on how to use this feature to create new items, manage suppliers, and handle stock adjustments.

Inventory Feature Works – Step by Steps

1. Creating a New Item

To add a new product or service to your inventory:

• Navigate to the “Inventory” section and click on the “Items” tab.
• Click on the green “+ Create” button to open the “Add New Item” form.
• Fill in the product details such as Product Name, Sales Price, and Unit. You can select the unit from a dropdown menu or add a new unit by clicking the “+” button.
• Add additional details like Dealer Price, Opening Stock, and Warranty in Months.
• You can also upload an image of the product for better identification.
• After entering all the required information, click on the “Save” button to add the item to your inventory.

2. Creating and Managing Suppliers

Suppliers play a crucial role in maintaining your inventories. To create a new supplier:

• Go to the “Supplier” tab within the Inventory section.
• Click on the “Create Supplier” button.
• Fill in the supplier details, including the name, contact information, and any other relevant details.
• Save the supplier’s information to keep track of your suppliers and their products.

3. Setting Up Warehouses

Warehouses are essential for organizing your inventory across different locations:

• Click on the “Warehouse” tab in the Inventory section.
• Create a new warehouse by providing a name, location, and other relevant details.
• This feature allows you to categorize your inventory based on different warehouses, making it easier to manage stock levels.

4. Purchasing Stocks and Supplier Entries

Once your suppliers and items are set up, you can start purchasing stocks:

• Navigate to the “Purchase” tab.
• Click on “Create Purchase” and select the supplier from whom you’re purchasing the stock.
• Add the items you’re purchasing, specifying the quantity and price.
• Save the purchase to update your stock levels in the inventory automatically.

5. Stock Adjustments

Stock adjustments help you keep accurate inventory records:

• If you need to adjust the stock due to reasons like damages or discrepancies, go to the “Stock” tab.
• Select the item you need to adjust and click on the “Actions” button (represented by three dots).
• Choose the “Adjust Stock” option and enter the necessary details, such as the adjustment quantity and reason.
• Save the changes to update the stock levels.

The Inventory feature in Track-New Service CRM Software offers a comprehensive solution for managing your products, suppliers, and stock levels. By following the steps outlined above, you can efficiently add new items, manage suppliers, organize warehouses, and adjust stock, ensuring smooth operations and accurate inventory management.