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Transcript
USER MANUAL
Dynamics CRM Inventory Manager
Version: 1.0
TABLE OF CONTENTS 1. Introduction ........................................ 1
7. Contact Us ......................................... 20
USER MANUAL – Dynamics CRM INVENTORY MANAGER v1.0
Biztech Store Page 1
1. Introduction
Inventory Manager from Biztech Consultancy is an inventory management solution for Dynamics CRM. This plugins helps you streamline your purchase and stock keeping process. With Inventory Manager you can manage stocks (keep track of stock transactions, low stocked products) and purchases (generate purchase orders, purchase invoices, low stock purchase orders).
2. Benefits of Inventory Manager
Compelling benefits that streamline your inventory management
Helps you manage all your stock purchases in an efficient manner by automating documentation.
Keeps track of all your inventory - how many products purchased, how many remaining in stock, how many sold, etc
Ensures that you keep track of stocks all the time and avoid either running out of stock or keep
more stock than necessary.
Easily manages all the documents required to fulfill a purchase like purchase orders and purchase invoices
Eliminates chances of human errors with automated system
Accurate data delivers mission-critical information to help you make right decision avoiding
mistakes.
3. Prerequisites
Following points must be followed before starting the Plugin installation:
When you add a product in the Order Module for which you have enabled stock management, the stock for that particular product will be updated automatically when the Order is fulfilled and the same will be displayed in the Stock Transaction History as well.
Creating Purchase Order
Purchase order allows buyers to clearly and explicitly communicate their intentions to sellers.
Sellers are protected in case of a buyer's refusal to pay for goods or services.
Purchase orders help a purchasing agent to manage incoming orders and pending orders
o Clicking on “Add/Edit supplier”will open up a pop up where you can set supplier to a particular product from the drop down.
o Click on “Add Supplier” Button to add a new supplier for the product.
Generate P/O
After adding the products, to generate the Purchase Order click on Generate PO which is available at more CRM ribbon as shown below:
Clicking on “Generate PO” will open a page in which you can select supplier for each product.
If you have already assigned a supplier to a product then that supplier will be selected by default and if you want to change the supplier then you can select from dropdown list.
You can also add a new supplier by clicking on “Add Supplier” button.
Fill in the supplier details and click on “Save” to add the supplier
Clicking the “Create PO” buttonwill create Purchase Orders based on the selection of suppliers and a success message will appear. Click on “OK” button to continue
After generating Purchase Invoice, it will be displayed on the order page as shown in reference screen below. Invoice will be created and visible as created Invoice’s as shown below.
Complete Invoice
To complete an invoice click on “COMPLETE INOICVE” as shown in the reference screen below.
On completing the invoice the, the quantity mentioned in the purchase order will be added in to
the stock and the current stock gets updated automatically
Purchase orders for low stock products will only include products in which Low Stock
Management is enabled.
To generate PO for low stock products , click on “GENERATE LOW STOCK PO” as shown in the
reference screen below
Clicking on “GENERATE LOW STOCK PO” will open a page in which you can select supplier for each product.
If you have already assigned a supplier to a product then that supplier will be selected by default and if you want to change the supplier then you can select from dropdown list.
Clicking the “Create PO” button will create Purchase Orders based on the selection of suppliers and a success message will appear. Click on “OK” button to continue