Inventory Management

You can manage your inventory in Aurea CRM.

For example, service technicians can manage the stocks in their vehicle.

Inventory management supports the following functions:

Every rep can add various stocks for each item, see Stock.
Various types of transactions can be entered, e.g. items removed from the central warehouse, returns, losses etc., see Stock Control.
You can determine whether stocks are affected by offers and orders, see Orders and Stocks.
A rep’s current stock is calculated automatically based on stock control and stock control item records. This provides you with information on the quantity of a particular item in stocks, see Stock.
All changes to stocks are logged in the Stock History info area, see Stock History.

Note: This chapter describes the info areas and functions involved without dictating a fixed approach to inventory management.

In order to use the inventory management functions, your administrator needs to activate the automatic stock calculations.

For further information please contact your administrator.