Administrator Information
Tip: Depending on how the inventory management features are used in your company, your
administrator must configure the following options:
- Automatic stocktaking and stock calculations are disabled by default. In order to use the inventory management features, the "Inventory Calculations" CRM process needs to be activated in the CRM Process Configuration info area, >> CRM.core Administrator Guide.
- To use Aurea CRM’s stock management features in a distributed system, all info areas containing stock-relevant data (Stock Control, Material Order etc.) must be communicated, >> CRM.core Administrator Guide.
- The Stock Control info area requires all stock-related data
to be present on branch offices in order to correctly track stocks. For this reason,
records (e.g. companies) for which stock-relevant data exists for reps assigned to
the station (Stat.No. field in the Rep
info area) are not deleted by the synchronization process.
Use the No Inventory configuration entry (Communication category) to disable this behavior, >> CRM.core Administrator Guide. Alternatively, you can disable Aurea CRM’s stock management features across the entire system by locking the "Stock Calculation" process (recommended method).
- By default, stocktaking (Stocktaking and Reset options) can only be carried out on the main office. Use the Take inventory configuration entry (Inventory category) to allow stocktaking on other stations (possibly restricted to certain reps or groups), >> CRM.core Administrator Guide.