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ZOHO Inventory Management

Inventory Management in Zoho CRM takes you beyond traditional CRM functions and enables your team complete sales cycle management. Online inventory management features such as Products, Price Books, Vendors, Sales Quotes, Orders, and Invoices with the Sales related modules such as Leads, Accounts & Contacts, and Opportunities.

With the Zoho CRM - Inventory Management features you can achieve the seamless integration between pre-sales and post-sales activities in a single application. In addition, you can also procure goods or services from the preferred list of vendors.

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Inventory Management Features
  • Products & Price Books
  • Sales Quotes
  • Order Management (Sales / Purchase Order)
  • Invoice Management

Products & Price Books

  • Manage organization-wide product catalogs and associate each product catalog with CRM modules for a 360 degrees view
  • Customize the products page layout, fields, and related list views
  • Attach product-specific documents such as marketing collateral, license agreements etc.,
  • Export product details to spreadsheet software such as Microsoft® Excel®, OpenOffice®, and others for further analysis
  • Create multiple Price Books per your customer segmentation and associate products with the Price Books
  • Offer flat or differential type volume discounts while generating invoices for customers
  • Procure products from the preferred list of vendors

Sales Quotes

  • Track outstanding quotes from the quotes list view
  • Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
  • Select different prices for the same product as per customer segment
  • Create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt E-mail service
  • Create Sales Order or Invoice with a single click from the Sales Quote
  • Avoid duplicate work by dynamically displaying the Billing & Shipping addresses and terms & conditions while creating quotes
  • Customize sales quote templates as per your organization's requirements

Order Management (Sales Orders & Purchase Orders)

  • Streamline organization-wide procurement and fulfillment processes
  • Track outstanding orders from the Orders list view
  • Procure products from the best available Vendors, Manufacturers and Resellers list
  • Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehous
  • Customize Purchase Order (PO) and Sales Order (SO) templates
  • Create invoice with a single click from the Sales Order
  • Avoid duplicate work by dynamically displaying the Billing & Shipping addresses and terms & conditions while creating orders
  • Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically
  • Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through inbuilt E-mail service
  • Periodically notify the stock position to the parties concerned in your organization so that stock is always available to fulfill the pending orders

Invoice Management

  • Track outstanding invoices from the Invoices list view
  • Customize Invoice print layout and manage multiple invoice templates for different product line
  • Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically
  • Avoid duplicate work by dynamically displaying the Billing & Shipping addresses, and terms & conditions while creating invoices
  • Send printer-friendly invoices to customers using inbuilt email service.

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