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There is no easy way to manage stocks and inventory in Dynamics CRM. That’s why you need a inventory management plugin. Here are some ways a plugin can help. To Know More About Product : https://www.appjetty.com/blog/importance-crm-advantages-business-owners/
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Why WhyDo DoYou YouNeed Plugin Pluginfor Needan forDynamics DynamicsCRM? anInventory InventoryManagement Management CRM? Inordertomakeprofitsoutofone’sbusinessandmaintaincashflow properly,itisveryimportanttomanageinventoryintherightway.And asinventorymanagementisaninnatepartofyourbusiness,thereisno wayyoushouldcompromisewithit.Anidealinventorymanagement solutionistheonethathelpsyoutostreamlineinventoryrelatedtasks andgivesyoustockupdatesinrealtime. 1 1https://www.appjetty.com/ https://www.appjetty.com/
However,thedefaultDynamicsCRMsystem’sinventorymanagement functionalitiesarenotintegratedwithorderprocessing.Asuperior qualityinventory inventorymanagement managementplugin pluginistheonethatfacilitatessmooth transactionflowbyhelpingyougetridofissueslikestock-outsorother hindrancesinproductionandsellingprocess.Throughthisblog,wewill helpyouunderstandwhyitisimportanttohaveaninventory managementpluginforyourDynamicsCRMsystem. Keep KeepHuman HumanErrors ErrorsAt AtBay Bay Flippingthroughpages,makingchartsandsettingremindersinyour devicesmightnotworkinalongrun.Especially,whenyourbusiness startsgrowing,mistakesinnotingdownthingsontimemightleadyouto incurhugelosses!Thisiswhyyouneedasystemthatgeneratesorders andinvoicesautomaticallyandkeepsarecordofyouroutwardand inwardflowofstocks.Onceyouinstallasmart yoursystem,humanerrorscanbeavoided. smartinventory inventorymanager managerin Manage ManagePurchases PurchasesEasily Easily Itisdifficulttotrackpurchasingtrendsofyourcompanyandmanagethe purchasecycleoflargeordersonyourown.Inventorymanagement plugincomeswithpurchasingassistantmodulethatprovidesyouwithall theinformationabouttheexpensesincurred.Bylookingatthefigure, youcandecideyourbudgetfordifferentproductsandsavemoneyby orderinginbulk.Italsobecomeseasyforyoutomanageyourstock purchasesasyoucangetautomateddocumentsofinvoicesand purchaseorders.Also,youwillalwayshaveanideaaboutcurrentstock statusandarelesslikelytorunoutofstocks. 2 2https://www.appjetty.com/ https://www.appjetty.com/
Keep Keepa aTrack TrackOf OfYour YourInventory Inventory Withinventoryplugintoyourhelp,youdonothavetoindulgeintoany manualworkofnotingdownyourinventoryorkeepingatrackofitems purchased/soldthroughpapers.Inventorymanagementpluginmakesit extremelyeasytotrackyourinventorybyprovidingyouwithallthedata aboutthenumberofproductspurchased,numberofproductssold, amountofproductsremaininginstocketcalongwiththereasonsof inflowandoutflowofdifferentproducts. Generate GenerateReturn ReturnMerchandise MerchandiseAuthorization Authorization(RMA) (RMA) Thingscangetquitecumbersomeanddifficultwhenordersgetcancelled orproductsarereturned.Throughinventory inventorymanagement cantakecareofproductreturnswithoutdifficultyandorderfor cancellationseveniftheorderisfulfilled.YoucangenerateRMAsand managestockforproductsthatareapartofRMA.AssoonasRMAis generated,youcanmakereportsthatincludedetailsfromRMA.Also, RMAreportscanbesavedinaPDFformatandprintedwheneverthe needbe. managementplugin plugin,you Create CreatePurchase PurchaseOrders Orders Havingpurchaseordersismandatoryforthecompaniesthatareinto sellingproductsandhavetoorderdifferentpartsandmaterials.Withthe helpofpurchaseordermodule,youcangenerateaneworderorselect onefromtheexistingorders.Allyouhavetodoisenterinformationlike productname,quantity,priceperunitetcandchoosetheavailable 3 3https://www.appjetty.com/ https://www.appjetty.com/
suppliersforaparticularproduct.Ifyoudonotassignanewsupplierto theproductagain,itwillautoassignit. Generate GeneratePurchase PurchaseInvoice Invoice AfteryouhavegeneratedPurchaseorder,youhavetocreateapurchase invoice.InordertogeneratepurchaseinvoiceforPurchaseOrder,you needtoaddthereceivedquantity,orthenumberofproductsreceived fromthevendorandmakechangestothepriceofproductsif/when needed. Withtheabovementionedadvantagesandmanymore,asuperior qualityinventorymanagementpluginisallyouneedforyourDynamics CRMsystem.Canyouthinkofotherwaysinwhichinventory managementsoftwarecanhelp?Feelfreetosharewithus! 4 4https://www.appjetty.com/ https://www.appjetty.com/