Inventory Management in CRMLeaf: How to Track and Adjust Stock

 

The Inventory feature in the Work module of CRMLeaf allows you to manage stock adjustments, keep inventory levels accurate, and track item movements. This ensures your records match physical stock and helps prevent overstocking or shortages.
Inventory in CRM Leaf refers to the real-time tracking and management of physical goods stored by your business. It includes stock updates, quantity corrections, and value adjustments. This feature is essential for maintaining accurate records across warehousing, procurement, and sales.

 

How to Add Inventory

To record an inventory adjustment:
1. Go to Work > Inventory.
2. Click Add Inventory.
3. Fill in the following fields:

Inventory Adjustment Details

• Mode of Adjustment
  Select the type of adjustment:
• Quantity Adjustment: Used when correcting stock levels due to errors, losses, or physical count differences.
• Value Adjustment ; Used to update the financial value of inventory without changing the quantity (e.g., price corrections or revaluation).
• Reference Number:A unique identifier for the inventory entry for internal tracking.
• Date:The date the adjustment is made or recorded.
• Reason:Select or enter the reason for the adjustment (e.g., damaged goods, audit correction).
• Description:Add notes to explain the adjustment in detail for future reference.
• Add at least 1 item:Select one or more products to include in the adjustment.
• For each item, specify:
  Product name
  Quantity or value being adjusted
  Unit of measurement
• Add Files:Upload supporting documents such as stock audit reports, photos, or adjustment approvals.

Exporting Inventory Records

Inventory data can be exported by default in Excel (.xlsx) format for:

• Record-keeping
• Sharing with finance or operations teams
• Audit purposes
• Offline analysis

The exported sheet includes key details like adjustment type, product, quantity/value changed, reason, and date.

CRM Leaf’s Inventory module gives you the tools to keep your stock data accurate and transparent. With easy adjustments, detailed records, and Excel export capabilities, it supports smooth warehouse operations, efficient stock control, and informed inventory decision-making