Inventory Management for Perfex CRM


Note:This is a
modulefor . Not a standalone script.

Brief description

Inventory Management Moduleis a tool that allows
you to track goods across your business’s supply
chain. It optimizes the entire spectrum spanning from order
placement with your vendor to order delivery to your customer,
mapping the complete journey of a product. Through accurate
tracking of goods, businesses can minimize waste, analyze trends,
and make better investment decisions.

Core benefit:

  1. Centralized Storage: The more stock locations you
    have to manage, the more difficult it becomes to manage orders and
    track the stock availability. With inventory management module, you
    are able to find out the availability of your items and find their
    location in just seconds, even if they are put in different
    warehouses or stores
  2. Stock Control: Stock control is an effort carried
    out by a company in providing stock items needed to meet consumer
    demand. Inventory management module allows you to keep up with your
    stock availability and ensure it is always at an adequate level.
    The system gives a notification when the inventory is running low
    so you can immediately re-order.
  3. Increased Efficiency: With inventory management
    module, all the complex activities in inventory management are made
    simpler. Monthly to annual inventory reports can be generated in
  4. Improved Productivity: Since various tasks are
    automated, your employees can focus more on other crucial tasks.
    They no longer need to be stuck in time-consuming tasks, such as
    stock-taking or reporting with spreadsheets.
  5. Minimized Costs: Inventory management module keeps
    your company away from financial losses due to human errors,
    excessive stock storage, unnecessary purchases, late deliveries,
    and so on. With a centralized and integrated system, you
    don’t need to spend extra money on additional
    systems to manage your inventory.
  6. Satisfied Customers: Inventory management module
    ensures that all customer orders are fulfilled properly through
    real time information related to your inventory levels. The system
    also allows you to track the shipments until
    they’re received by customers. So that in the
    end, this system helps increase customer satisfaction with your
  7. Accurate Planning & Forecasting: An inventory
    management solution helps you become more proactive when planning
    and forecasting your inventory needs. With complete and accurate
    inventory reports, you can find out which products are the most
    popular, which ones are rarely ordered by consumers, how much
    inventory you should carry in the next few months, which suppliers
    are most profitable, and any other important information that helps
    improve productivity of your business.

Please check out the uploaded screenshots, which demonstrates
all visible parts of the module.

  1. Manage the list of attributes of goods (type, group, sub group,
    unit, color, body, size, style), declare the warehouse, the minimum
    inventory rules of each type of goods.

  2. Manage goods, support sorting by warehouses, by expiry date.
    Having a mechanism to warn goods that are expired or below the
    minimum inventory. Each item has extended attributes inherited from
    perfex’s item.

  3. In detail of each goods, it is possible to see details of which
    warehouses are still in stock with the quantity, the number of
    expired items (if any), the history of import, export and
    adjustment in the warehouse.

  4. Import goods into the warehouse

  5. Export goods from the warehouse

  6. Link inventory notes with invoices

  7. Adjust the quantity in stock or report the loss of goods

  8. View the entire warehouse transaction history

  9. Reports on import, export and inventory of goods in stock, and
    reports on the value of current goods in stock


    User :

    Login: Password: [email protected]


    Included documentation will help you upload and activate the
    module inside Perfex CRM, if you are not aware on how to do it.


    Our support team is always around to help. Feel free to raise a
    support ticket.

    Guys from support department will get back to you as soon as
    possible with a reply, guiding you through any issues.


    Version 1.0.0 /

        Initial version

    Version 1.0.3 / 2020-07-06

        Fix some bugs
        Add discounts
        Link inventory notes with invoices
        Displays the amount of stock in the delivery note
        Edit the price when creating a delivery note    
        Add Tax in the received/delivery note

    Version 1.0.5 / 2020-07-08

        Fix minor bugs
        Add warranty attribute for item
        Add lot number
        Display additional warranty attributes (automatically
    calculated warranty period when out of stock) in the delivery note 

    Version 1.0.6 / 2020-07-14

        Fix minor bugs
        Optimize item list.
        Add some columns in the import file