In this article, we will take a look into Vtiger inventory module customization and which Vtiger extensions work best for the inventory management of your organization.
Table of contents:
1. The role of an inventory management solution.
2. The importance of Vtiger customization.
3. Vtiger inventory module.
4. Vtiger extensions
5. 5 Vtiger extensions to enhance inventory management.
6. Wrap up.
The role of an inventory management solution:
Not just your sales team needs an inventory management tool to organize the stock and manage inventory, but also to ensure high-quality services and support are provided to the customers, teams are collaborating properly to fulfill client’s requirements and the sales managers are finding ways to raise your sales.
Overall, the inventory module of Vtiger CRM is quite a must-have and an important feature of Vtiger. Previously, the company didn’t offer an inventory module to manage your stocks seamlessly. As new versions were released the vtiger experts realized that businesses are using the software more than just a simple CRM tool to engage with clients. They decided to improve the layout and functionality of the tool and provide ways to manage the business effortlessly. Today, the latest versions of vtiger CRM like vtiger 7 or vtiger 9 have all the important facilities a business owner needs to run and manage their organization.
The importance of Vtiger customization:
Vtiger is a perfect business management and data handling tool designed for small-sized business owners to provide a reliable tool for them in a cost-effective pricing package. It has all the necessary features you need to manage your customer’s confidential data, automate tasks, create a workflow, web forms, and much more. Vtiger modules are designed to properly organize the data stored in the CRM. Separate modules are available to ensure smooth data management and team collaboration.
Vtiger inventory module:
The Vtiger inventory module is a useful feature that was designed to automate the inventory management of a business, from stock availability, invoice, and quotes management to order management and delivery, it is a perfect way to automate your inventory-related tasks and increase the efficiency of your projects.
Vtiger extensions development:
Vtiger developers also design handy vtiger extensions and plugins now and then to boost the overall functionality and productivity of the software solution. These expert developers focus on making the software advanced and innovative for all kinds of businesses. Configuring Vtiger extensions with your CRM can not just optimize your processes but also amend your management standards.
5 Vtiger extensions to enhance inventory management:
Some vtiger extensions are developed considering the drawbacks of the vtiger inventory module and improving its basic functionality. Here is a list of Vtiger extensions you must configure with your CRM to simplify your inventory and stock management and provide top-class services to your potential customers:
1. Item detail customizer: The item detail customizer extension for Vtiger CRM allows the users to customize the item detail view. It allows you to add custom functions, customize the layout, improve the features, and so on.
2. Convert to project: Vtiger converts to project extension works by automating the creation of a project from the sale order, invoice, or quote. This reduces the workload on business admins and ensures top-level services are provided to your clients and they are satisfied with your services.
3. Customer portal: The customer portal extension is also useful for the sales team in ensuring quality production. From here the employees can access client reviews and queries and take the required actions to improve their products or services.
4. QuickBooks Extension: Accounting is one of the most integral and sensitive steps of inventory management. Business admins are always finding a suitable tool to design attractive invoices and handle payments. Integrating the Quickbooks online software with Vtiger CRM solves half of the problems of your business admins. They can automate payment procedures and manage the payment details seamlessly within the CRM solution
5. Global search: Global search is an advanced search bar that simplifies your search operations. It allows you to filter out your searches and easily access the desired records within seconds.
From quickboks to item detail customizer, Vtiger’s inventory mdouel customization Is highly advantageous for you allowing you to handle your stocks and ensure quality production and delivery. Configuring high-class vtiger plugins makes it a more effective and useful solution.
Wrap up:
When customizing your Vtiger CRM solution and implementing it into your organization make sure to check with your vtiger developer regularly follow their instructions and successfully implement the software into your organization. Vtiger customization is a sensitive process and needs to be done very carefully. Although vtiger open-source version allows you to modify the core files and change vtiger functionalities it is advised to consult a professional vtiger developer and get their services to tailor the software according to your brand.
