Configuration “warehouse” developed on the basis of Creatio platform allows users to expand and leverage the basic capabilities of CRM system for inventory control. Storekeeper for Creatio allows users to meet the main requirements of a company operating with the stock list without the necessity of synchronization with the accounting system. The system enables a sales manager to work with the actual number of remaining items, an agent can form a document package for a client, and a storekeeper can easily keep a record of products in the warehouse. Barcode scanning simplifies the work with large amounts of stock lists and additional features allow the cording of detailed descriptions on each catalog item without overtaxing the knowledge base.
There are three versions available:
- The first release of this configuration is aimed at small businesses, where stock accounting is conducted in a more simplified way.
- The second release extends the functionality of the system for online shops – with the help of synchronizing it with the website and delivery services.
- The third release extends the functionality for retail outlets: synchronizing the system with a fiscal register for printing checks, fast registration of sales and seamless integration to work with cash assets.
In addition to Storekeeper’s main functionality, users obtain additional functionality of reporting, print forms and business processes would be developed on request. In addition, tools for automating a company’s personnel and the unification of all processes in a single system of sales management would be developed on request.
What the system entails:
"Products" Section
Keep record of products in the “Products” section and in the “Products attributes” section. At this stage, a bar code is assigned to the product’s card linked to “Product attributes”.
The “Prices and Balances” tab keeps track of items’ availability in respect to warehouses and attributes.
Unlike the basic version, the balance of items changes along with the movement through the warehouse without manual interference.
Here a user can view cumulated information on the balance of items. Keep record of an items' movement in the warehouse based on an item arrival, consumption, items' quantity, attributes, or type of document in the warehouse.
“Documents” Section
Keep record of all documents linked to the balance of items in the warehouse. Currently the system entails these types of documents: “Product receipt” is an incoming product from a supplier’s property to a warehouse; “Product issue” is writing-off products, “Product transfer track” referrs to the movement of products among warehouses.
“Arrival” Document
In the heading of the document, users will see the type of document they are viewing with the name of an organization that performs operations, the supplier, the warehouse that received products, contract, and order.
The document contains a sign ‘conducted’ – document performs the movement of the items in the storehouse. The document is used as a draft.
“Product issue” Document
Similar to the abovementioned “arrival” type of document but here it is aimed for writing off products from a warehouse.
“Product transfer track” Document
This document keeps track of products’ movement from one warehouse to another. In the heading of this document the name of outbound and inbound warehouse is noted.
“Inventory” Document
The “Inventory” document contains all the information regarding the inventory of a warehouse. The document automatically records the remaining items based on a specific warehouse and creates a printable form. Assignees per warehouse can fill in real-time item counts and calculate the difference between a number of left items based on a listing and on a real situation at a warehouse.
Work with barcode scanning
When working with any document in the system that contains a table of the products, it includes the possibility to use a barcode scanning window. The system performs a search of scanned barcode based on the listing of various features and products.
After that the system choses a necessary product, its information is recorded in the document, and adds the item with the necessary quantity of product. With repetitive scanning the amount is increased in one.
Reporting
Ensures two main reports: warehouse turnover and warehouse balance.
Operations
Enables users to manage a full cashflow in the system.
Delivery
Collects all tools to work with the delivery services.
