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CRM Home > CRM Features & Solutions > Inventory Management
 Zoho CRM extends beyond the traditional CRM functions and enable complete sales
cycle management features by integrating online inventory management features, such
as Products, Price Books, Vendors, Sales Quotes, Orders, and Invoices with the Sales related modules such as Leads, Accounts & Contacts, and Opportunities.
With the Zoho CRM - Inventory Management features you can achieve the seamless integration between
pre-sales and post-sales activities in a single application. In addition, you can also procure goods or services from the preferred list of vendors.
Price Books - Discount Models
Key Features
- Manage organization-wide product catalogs and associate each product catalog with CRM modules for a 360 degrees view
- Customize the products page layout, fields, and related list
views as per your organization's requirements
- Attach product-specific documents such as marketing collateral, license
agreements etc.,
- Export product details to spreadsheet software such as Microsoft®
Excel®, OpenOffice®, and others for further analysis
- Create multiple Price Books as per customer segmentation and associate products
with the Price Books
- Offer flat or differential type volume discounts while generating invoices for customers
- Procure products from the preferred list of vendors
- Track outstanding quotes from the quotes list view
- Add line items to the quotes and update subtotal, taxes, adjustments,
and grand total amounts
- Select different prices for the same product as per customer
segment
- Create printer-friendly Sales Quotes and deliver to the prospect
customers through inbuilt email service
- Create Sales Order or Invoice with a single click from the Sales
Quote
- Avoid duplicate work by dynamically displaying the Billing &
Shipping addresses and terms & conditions while creating quotes
- Customize sales quote templates as per your organization's requirements
Order Management (Sales Orders & Purchase Orders)
- Streamline organization-wide procurement and fulfillment processes
with an integrated approach
- Track outstanding orders from the Orders list view
- Procure products from the best available Vendors, Manufacturers, Resellers
list in Zoho CRM
- Manage up-to-date stock position by seamless integration between
order fulfillment and available stock in your warehouse
- Customize Purchase Order (PO) and Sales Order (SO) templates as
per your organization requirements
- Create invoice with a single click from the Sales Order
- Avoid duplicate work by dynamically displaying the Billing
& Shipping addresses and terms & conditions while creating orders
- Add line items to the Orders and update subtotal, taxes, adjustments,
and grand total amounts automatically
- Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers
through inbuilt email service
- Periodically notify the stock position to the parties concerned
in your organization so that stock is always available to fulfill
the pending orders
- Track outstanding invoices from the Invoices list view
- Customize Invoice print layout and manage multiple invoice templates for different product lines
- Add line items to the Invoice and update subtotal, taxes, adjustments,
and grand total amounts automatically
- Avoid duplicate work by dynamically displaying the Billing & Shipping addresses, and terms & conditions while creating invoices
- Send printer-friendly invoices to customers using inbuilt email service.
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