Comprehensive Inventory and Procurement Management in CRM Leaf

The Inventory section in the Work module of CRM Leaf is a comprehensive system for managing product stock, vendor relationships, purchasing, billing, and reporting. It supports efficient supply chain operations by centralizing everything related to your inventory and procurement process.

Inventory Overview

CRM Leaf’s Inventory feature helps businesses:

• Track products and stock levels
• Manage vendor relationships
• Create and monitor purchase orders
• Record bills and vendor payments
• Handle vendor credits
• Generate reports for better decision-making

Key Features

Vendor
This section stores all vendor (supplier) details.

• You can:
• Add vendors with contact and payment information
• Track transactions, credits, and purchase history
• Maintain accurate records for invoicing and communication

Products

• Manage your product catalog, including:
• Product name and description
• SKU or item code
• Unit price, cost price
• Stock quantity and inventory tracking
• This helps you stay updated on available stock and reorder when needed.

Purchase Orders

• Create and manage orders placed with vendors:
• Specify items, quantities, prices, and delivery details
• Track order status (Draft, Sent, Received)
• Link to bills and payments for a complete procurement cycle

Bills

• Record bills received from vendors for purchased goods or services:
• Add bill details linked to purchase orders
• Track due dates and amounts
• Monitor outstanding payments and expenses

Vendor Payments

• Manage payments made to vendors:
• Record full or partial payments against bills
• Track payment methods, amounts, and dates
• Ensure accurate financial records and avoid duplicate payments

Vendor Credits

• Log and apply credits issued by vendors:
• Handle product returns or discounts
• Apply credits to future bills
• Maintain accurate account balances

Inventory

• Monitor stock levels and item movement:
• View available, reserved, and low-stock items
• Track stock adjustments or manual changes
• Maintain optimal inventory to prevent overstocking or shortages

Reports

• Generate detailed reports to analyse:
• Purchase trends
• Vendor performance
• Inventory movement
• Outstanding bills and payments

CRM Leaf’s Inventory module gives businesses full control over their procurement and stock management process. It ensures accuracy, efficiency, and transparency from purchase to payment—all within one centralized system.