Inventory Management for Perfex CRM

Inventory Management for Perfex CRM

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Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Inventory Management Module is 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 seconds.
  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 services.
  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.
  2. 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.
  3. Set the profit rate, the profit rate that can be applied on each item. From the profit rate, the selling price can be calculated in two ways: according to the profit margin of the buying price or the profit margin of the selling price. Support rounding the value of the sale price. Support to automatically create inventory when having Purchase Order or create delivery receipt when sales invoice is available.

  4. 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.

  5. 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.
  6. Import goods into the warehouse

  7. Export goods from the warehouse
  8. Link inventory notes with invoices
  9. Adjust the quantity in stock or report the loss of goods

  10. Import and export internal warehouse

  11. View the entire warehouse transaction history
  12. Reports on import, export and inventory of goods in stock, and reports on the value of current goods in stock

  13. Analyze current inventory value. Based on the profit ratio of each item, the purchase price and the selling price in the period will calculate the profit rate of the current inventory value of each item. From there, we will analyze the difference between these 2 profit ratios to develop trade discount programs for customer development.


Perfex CRM Inventory Management Demo

User :
Login: Password: 123456a@


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 / 2020-06-25
    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    
Version 1.1.0 / 2020-07-26
    Fix minor bugs.
    Set the profit rate, the profit rate that can be applied on each item. From the profit rate, the selling price can be calculated in two ways: according to the profit margin of the purchase price or the profit margin of the selling price. 
    Support rounding the value of the sale price. 
    Support to automatically create inventory when having Purchase Order or create delivery receipt when sales invoice is available.
    Delete & rollback goods receipt, goods delivery.
    Autofill inventory information from purchase order.
    Autofill delivery note from sales invoices.
    Analyze current inventory value based on profit rate, purchase price & selling price.
Version 1.1.4 / 2020-08-19
    Add custom field for item
    Add tag for item
    Add feature to import and export internal warehouse
    Add feature to import inventory at the beginning of the period
    Add feature to import minimum inventory
    Add automatic inventory and expiration date alerts
    Add the attribute that categorizes products with inventory or services
    When updating or canceling the invoice, the quantity in the delivery note will be updated accordingly
    Add feature to delete Inventory delivery voucher, Inventory receiving voucher, item
    Add filters in the report
    Add task feature in Inventory delivery voucher and Inventory receiving voucher (Please read the attached instructions on how to add hook to use this function)
    Add prefix and next number for Inventory delivery voucher, Inventory receiving voucher, Internal delivery note and SKU
    Add approval process for Inventory Adjustment and Import & export internal warehouse
Version 1.1.7 / 2021-01-25
    Add Warehouse Management, custom fields for warehouse.
    Upgrade Inventory Receiving Voucher.
    Upgrade Inventory Relivery Voucher.
    Upgrade Internal delivery note.
    Add data reset feature.
    Add prefix for stock receipts, delivery receipts, internal transfer slip and sku.
    Add approval process for internal delivery, loss and adjustment.
    Display inventory for each different warehouse.
    Search item via barcode scanner.
    Create, update barcoded items and fill out the form via barcode scanner.
    Print the items barcode.
    Update documentations & videos.
    Additional languages: bulgarian, catalan, chinese, czech, dutch, french, german, greek, indonesia, italian, japanese, persian, polish, portuguese, romanian, russian, slovak, spanish, swedish, turkish, ukrainian, vietnamese.