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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.

Turn on the module.  

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

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 

The Inventory Manager page is your inventory hub. Here you can:

  1. View what product you have in stock across your different warehouses.
  2. Make stock transactions i.e. add/subtract stock against a particular warehouse.
  3. Export stock data.
  4. Import updated stock data and new product data.