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Introduction

The Stock & Inventory management module has significant capabilities for customers who want to manage inventory, stock levels, warehouses, make stock reservations against jobs and manage stock orders.

NB:  Please ensure that the stock module is enabled.  To enable this speak to your Rakata Account Manager who can enable this for you.

Ensure you are have already created products using the Products module - See a guide here: Product Management

Overview

RakataCRM has a very advanced Stock Management module.  This is useful if you manage products and Stock levels across warehouse(s).  The system can manage:

  • Multiple products and inventory scenarios
  • Multiple Warehouses 
  • Parent and Child Inventory (This is useful if items are returned that could be utilised again on other jobs)