Hi Team,
I am a little lost. and have used this forum for all sorts of help without having to ask a question.
I am hoping SOMEONE can help me.
I am looking at creating a booking module within Suite CRM utalising Products to help me manage the stock levels of these items.
I feel I would have to create workflows to lower and raise the stock levels once they have been “booked out” but how would I get the system to issue an alert if the item is not in stock to book?
Hoping this makes sense.
I look forward to hearing back from anyone who has tried this.
Hello Tamika,
it’s not that easy and usually, it’s something that is done by an ERP / ecommerce system, not a CRM.
However, I’ve got a few projects with stock tracking for products.
There needs to be processes for:
- stock deduction
- stock replenishment
- stocktaking
- (manual correction)
How I usually build it up in the CRM:
- Custom module “Stock transactions” with fields like quantity, status, type and relationships to invoices and products (and maybe a module for re-stocking).
Type is a dropdown with Deduction, Addition, Initial Count, Manual Correction
- Workflows to create records in stock transactions (here, I’ve used line items to trigger on an invoice action). There could be manual counts as well.
- A report to group and sum the stock levels
Now, there are some specifics (like: What module replenishes your stock quantity? Invoices as well? A special type of invoice like vendor or delivery or similar? Multiple warehouses? B2B and B2C packaging units?).
In one project I’ve got an integration with multiple sales channels (WooCommerce, Magento and multiple marketplaces), in some other projects it’s easier and only in the CRM.
Overall, it’s working well.