Inventory Management module for Perfex CRM
Note: This is a module for Perfex CRM. Not a standalone script.
Brief description
Inventory Management Module is a software that lets you observe items throughout your online business’s provide chain. It optimizes the whole spectrum spanning from order placement together with your vendor to order supply to your buyer, mapping the whole journey of a product. Through correct monitoring of products, companies can decrease waste, analyze tendencies, and make higher funding choices.
Module Features
- Product/Service Management : Inheriting from the objects of Perfex CRM, this function provides many different prolonged attributes comparable to product code, SKU, buy worth, sub-group, photos, revenue price, sale worth, warehouse, tag, barcode, product variant, kinds, mannequin, sizes, colour, guarantee, lengthy description, …
- Bulk Import Products
- Bulk Import Opening Stock
- Print Barcode Labels
- Barcode Scanning
- Inventory Receiving Voucher Management
- Delivery Note Management
- Packing List Management
- Shipping Activity Logs
- Internal Delivery Note Management
- Loss & Adjustment Management
- Receiving – Exporting Return Order Management
- Inventory Transactions Management
- Warehouse Management
- Reports:
- Stock Summary Report
- Inventory Analytics
- Inventory Valuation Report
- Settings:
- General Settings
- Min/Max Safety Stock
- Sale Price Settings
- Product/Service Type Management
- Product/Service Group Management
- Product/Service Sub Group Management
- Product/Service Unit Management
- Color Management
- Model Management
- Sizes Management
- Styles Management
- Warehouse Custom Fields
- Approval Process Management
- Permission Management
- Prefix Settings
- Integration:
Demo
Perfex CRM Inventory Management Demo
Set-up
Included documentation will enable you to add and activate the module inside Perfex CRM, if you’re not conscious on learn how to do it.
Support
Our assist crew is all the time round to assist. Feel free to boost a assist ticket.
Guys from assist division will get again to you as quickly as potential with a reply, guiding you thru any points.
Changelog
Version 1.0.0 / 2020-06-25
Initial model
Version 1.0.3 / 2020-07-06
Fix some bugs
Add reductions
Link stock notes with invoices
Displays the quantity of inventory within the supply word
Edit the value when making a supply word
Add Tax within the acquired/supply word
Version 1.0.5 / 2020-07-08
Fix minor bugs
Add guarantee attribute for merchandise
Add lot quantity
Display further guarantee attributes (routinely calculated guarantee interval when out of inventory) within the supply word
Version 1.0.6 / 2020-07-14
Fix minor bugs
Optimize merchandise checklist.
Add some columns within the import file
Version 1.1.0 / 2020-07-26
Fix minor bugs.
Set the revenue price, the revenue price that may be utilized on every merchandise. From the revenue price, the promoting worth might be calculated in two methods: in line with the revenue margin of the acquisition worth or the revenue margin of the promoting worth.
Support rounding the worth of the sale worth.
Support to routinely create stock when having Purchase Order or create supply receipt when gross sales bill is obtainable.
Delete & rollback items receipt, items supply.
Autofill stock data from buy order.
Autofill supply word from gross sales invoices.
Analyze present stock worth primarily based on revenue price, buy worth & promoting worth.
Version 1.1.4 / 2020-08-19
Add customized discipline for merchandise
Add tag for merchandise
Add function to import and export inner warehouse
Add function to import stock originally of the interval
Add function to import minimal stock
Add computerized stock and expiration date alerts
Add the attribute that categorizes merchandise with stock or companies
When updating or canceling the bill, the amount within the supply word might be up to date accordingly
Add function to delete Inventory supply voucher, Inventory receiving voucher, merchandise
Add filters within the report
Add job function in Inventory supply voucher and Inventory receiving voucher (Please learn the hooked up directions on learn how to add hook to make use of this operate)
Add prefix and subsequent quantity for Inventory supply voucher, Inventory receiving voucher, Internal supply word and SKU
Add approval course of for Inventory Adjustment and Import & export inner warehouse
Version 1.1.7 / 2021-01-25
Add Warehouse Management, customized fields for warehouse.
Upgrade Inventory Receiving Voucher.
Upgrade Inventory Relivery Voucher.
Upgrade Internal supply word.
Add knowledge reset function.
Add prefix for inventory receipts, supply receipts, inner switch slip and sku.
Add approval course of for inner supply, loss and adjustment.
Display stock for every completely different warehouse.
Search merchandise through barcode scanner.
Create, replace barcoded objects and fill out the shape through barcode scanner.
Print the objects barcode.
Update documentations & movies.
Additional languages: bulgarian, catalan, chinese language, czech, dutch, french, german, greek, indonesia, italian, japanese, persian, polish, portuguese, romanian, russian, slovak, spanish, swedish, turkish, ukrainian, vietnamese.
Version 1.2.5 / 2022-04-08
Fix minor bugs.
Update warehouse handle in line with worldwide requirements.
Display the stock amount by every warehouse within the product checklist.
Upgrade and optimize product search.
Improve UI for stock receiving voucher, supply word, inner supply word, and loss & adjustment options.
Add product variant options.
Add barcode scanning in product search, add merchandise, obtain vouchers, and supply word options.
Add barcode printing function.
Add PDF export function for inner supply word.
Add function to manually add opening inventory.
Add transport exercise logs function within the supply word.
Add function to create partial or full supply notes from gross sales invoices.
Add packing checklist function for supply word.
Support for PHP 8.x.
Version 1.2.6 / 2022-05-22
Add the function to create stock receiving vouchers for orders returned from gross sales.
Add the power to create supply notes for return orders from purchases.
Version 1.2.7 / 2022-05-25
Fix minor bugs.
Upgrade the guarantee function.
Add guarantee experiences.
Add the serial quantity administration function for stock receiving vouchers.
Add the function to see detailed serial quantity for supply word, packing checklist.
Add the transport value for supply word, packing checklist.
Integrate the gross sales return orders (Omni-channel gross sales module) and buy return orders (Purchase administration module).
Version 1.2.8 / 2022-06-21
[Fixed] Updated foreign money for stock receiving voucher and supply word.
[Updated] When deleting the supply word, restore the serial quantity.
[Updated] When deleting the supply word, replace it to the related gross sales order within the omnichannel gross sales module.
[Added] The serial quantity might be manually chosen when making a supply word.
Version 1.2.9 / 2022-06-24
[Updated] Update a cargo when making a supply word.
[Added] Add an choice in settings to indicate all objects in associated choose bins.
Version 1.3.1 / 2022-10-03
[Updated] Barcode printing operate.
[Updated] Inventory valuation report.
[Added] Upgrade serial quantity operate for options: objects, stock receiving, supply word, packing checklist, loss & adjustment.
[Added] Integrate with Sales Agent Management module
Version 1.3.1 / 2024-05-22
Fix Bug - Serial quantity: Remove Serial quantity has worth is "null"
Fix Bug - filter by barcode: replace filter
Version 1.3.2 / 2024-05-22
Update language key: unit identify within the Inventory valuation report
Fix bug inventory_valuation_report: filter is fallacious when choosing all repositories and never choosing warehouses
Update Inventory Delivery voucher: do not create a supply word from the bill if amount is just not accessible
Revert Delivery word after bill deleted
Update Inventory receiving voucher: Save the corresponding stock amount in line with the stock worth
Item: replace filter associated to Commodity group, sub Group, Style, Model, Size, Color, Warranty
Version 1.3.3 / 2024-05-22
Fix bugs: Pressing save a number of occasions creates many duplicate objects
Update: for every warehouse, there might be an choice "present warehouse when stock = 0" in any other case it can conceal this warehouse on the product administration display
Add permissions to Inventory: proper to export solely and proper to import solely warehouse
Update Delivery Note PDF with shortened kind when the merchandise has a number of serial numbers
Fix bug: Uniform stock amount in merchandise view and report inventory. Revert serial quantity after deleting permitted launch slip
Version 1.3.4 / 2024-05-22
Fix bug-related new template
Fix bug when run on PHP 8.1
Inventory supply voucher: add permission to vary the serial quantity on the supply word
Add the setting "Display worth when printing barcode"
Show bill no on view receipt word
Check that the commodity code is exclusive
Return order: repair the bug and create the return from the Sales Order.
Loss & Adjustment: repair bug when creating loss & adjustment
Inventory supply voucher: Fix bug Revert amount twice when deleting permitted inventory launch slip (in case the product doesn't enter expiry date lot quantity). Unify stock amount in merchandise view and report inventory. Revert serial quantity
Inventory receipt voucher: repair the bug do not load the merchandise when making a receipt voucher from the Purchase Order
Version 1.3.5 / 2024-05-22
Item: repair bug Create variant merchandise
Fix the error of the Custom discipline (belonging to Items) of multi multi-select sort not having the ability to save a number of choices
The cargo show doesn't match the bill
Fix the error of things not being stocked appropriately in settings associated to the choice "Create a listing receipt when the Purchase Order is permitted"
Return Order: Fix bug "Select Inventory" error after approving the Return Order created from "Inventory Receipt Voucher"
Delivery word: Fix bug revert serial quantity when making a return from Delivery word
Fix bug create an bill for the product in service
New function: Assign warehouse administration to workers
New function: Allows deleting and recreating Inventory receipt voucher from Purchase Order
Fix bug: “csrf_token_name” dynamic
Fix bug: create supply notes from the bill ( invoices have many related objects )
Version 1.3.6 / 2024-05-22
Fix bug: filter on report
Add choice “notify a buyer when altering supply standing
Version 1.3.7 / 2024-05-22
Add choice hidden transport price
Version 1.3.8 / 2024-05-22
Automatically generate batch numbers when creating Inventory Receipt Voucher: Lot Number Structures
Example: LOT-0123-00000
LOT: Prefix for permitting choices
0123: month (2 numbers) + 12 months (2 numbers)
00000: Increase by 5 numbers
Setting: Lot Number Prefix and Next Lot Number
Customizing Measurement unit identify on the Packing checklist.
Customizing the show of data on the Packing checklist PDF.
Hide choice “Add opening inventory” on the desk when the Item is a non-stock merchandise.
Inventory Delivery Voucher: lower Double the quantity of stock when Delivery Note routinely creates it from Invoice.
Inventory Receipt Voucher: 2 stock receiving vouchers are routinely created from 1 buy order (if the admin approves the acquisition order with choices with out following the method).
Items: Fix bug import merchandise
Items Cron job knowledge: repair bug save knowledge Notification recipients in Inventory Cron Setting
Item: Fix bug replace variation + customized fields choose a number of
Add Excel export operate for INVENTORY VALUATION REPORT, STOCK SUMMARY REPORT
Additional import, Excel export for discipline Tax2
Fix bugs Import merchandise colour, Inventory min
Add Own view permission for options: Inventory receiving voucher, Inventory supply voucher, Packing Lists, Internal supply word, Loss & adjustment, Receiving-Exporting return order.
Update stock steadiness originally of the interval when the Inventory supply voucher is created from the Invoice
Version 1.3.9 / 2024-05-22
Add Purchase Price column for Return orders created from Inventory supply
Upgrade supply code to be suitable with PHP 8.1.
Upgraded options to be suitable with the newest model of Perfex CRM.
