native-step
step01
step02

step03

step04
step05
step06
step07
step08
step09
step10

Click on the steps above for more information

native-step

MANAGING 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.

STOCK TAKE AND STOCK CALCULATIONS

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' and 'Stock to be Received' from suppliers. Our exclusive Stock Management solution also supports 'Stock Allocated...

PRODUCT AUDIT

Our exclusive Product Audit widget helps you to manage product data in CRM, by checking and comparing your external product databases. Using the Product Audit widget you can update pricing, switch products on transactions and related products and mass delete product records safely.

MANAGING BOQ ITEM TEMPLATES

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.

PICKLIST 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. Using our exclusive solution you can assign many sales items, from different orders to one picklist and many picklists to one dispatch. This means you can track the shipping status of any item on a job related to suppliers, factories, warehouses and the final delivery location.