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CRM PRODUCT MANAGEMENT

If you are using CRM for your sales process to create or view quotes, orders and invoices then you need CRM products to store goods and/or services.

We will ensure your products module is configured to your business requirements and maximises your reporting capability. We will install the fields and api names to support our workflows and functions for advanced automations.

USING PRICE LISTS

Our exclusive Price List solution means you can link products, pricing and currency to an account. This means you can generate quotes for your customers using the correct values without duplicating any products.

Our exclusive 'Managing Price List' widget helps you to easily manage product changes, ensuring all price lists are easily updated when your product costs or prices change.

STOCK MANAGEMENT IN CRM

Managing your stock levels in CRM requires advance calculations of all your transactions to make the necessary adjustments to increase or decrease your Stock on Hand, Stock on Demand, Available Stock and Stock to be Received from suppliers.

Our exclusive Stock Management API will ensure these calculations are performed correctly to always reflect your current stock position. With our exclusive Stock Take widget you can update your stock quantities using a quick process, including QR codes.

USING ZOHO INVENTORY

Zoho Inventory will manage warehouse stock, purchasing and sales orders, including packing, shipping, returns and credit notes.

We will configure your inventory system, making sure items are integrated with CRM products, inventory PDF templates are created and records have fields and api names to support our exclusive automations.

ADVANCED PRODUCT MANAGEMENT API

Our exclusive API for product management ensure your product data is integrated between external applications and Zoho CRM using Amazon Services as a middleware solution.

This API supports creating new products, updating existing products and deleted products. Ensuring both applications remain consistent and accurate.

INTEGRATING CRM AND INVENTORY TRANSACTIONS

Zoho CRM and Zoho Inventory have basic integration capability around Accounts, Contacts and Products only. They do not natively integrate transaction records, which can create process issues for businesses needing a CRM and Inventory Management system.

We will install our exclusive integration, which overcomes these challenges and creates a simple business process. Our integration will ensure Sales Orders, Invoices and Purchase Orders, Receipts and Credit Notes sync, so you can create or view records in both applications.

MANAGING PICKLISTS AND DISPATCH IN CRM

Our CRM solution for Picking and Dispatching Sale Items supports the processes around supply chain and installer picklist management, not supported by native Zoho Inventory.

This ensures you can manage the shipping of items through various stages of your supply chain and easily update your picklists with items not included in your Sales Order.

SHIPPING INTEGRATION

Our exclusive shipping integration supports third party couriers with a 2 way sync. This means you can send packages to your preferred courier, verify shipping costs and track the status and delivery of your package directly from Zoho Inventory and CRM.

To use this process we will install our exclusive API and ensure fields are configured for workflows and functions, to support the integration and automations.

RETURNS AND WARRANTY MANAGEMENT

Our exclusive solution will map out your end to end returns and warranty process in CRM. Including QA assessments and returns policy procedures to help you manage your end to end process, including repairs, manufacturer returns, replacements and credit notes.

We will work with you to map out the returns process and implement the required forms and functions to track and manage returns, including the impact on physical and accounting stock.

Stock Production (Inputs and Outputs)

Our exclusive stock production solution supports creating finished goods from your raw materials. You can remove items from stock and link them to a production job, the return finished goods to stock once production is finished. This process isolates stock to production ensure it's correctly reflected in your Stock On Hand calculations and allows you to track the cost associated to production.

PRODUCT AUDITS

Our Exclusive Product Audit Widgets means you can verify what products have been used and easily update product pricing, price lists and BOQ Item Templates. The Product Audit widget will also support bulk deleting of products that have been verified as not being used on any transactions.

MANAGING BOQ ITEMS

If you are using our exclusive BOQ Estimating process, then it's important you maintain and update your BOQ items and your Products. This exclusive solution means you can update your products module and push attribute and pricing changes to your BOQ item templates, quickly and easily without any duplication of data.