Behind the Site »

OLeap CRM
OLeap CRM Inventory Management

Oleap CRM extends beyond the traditional CRM functions and enable complete sales cycle management features by integrating online inventory management features such as Products, Price Books, Vendors, Sales Quotes, Orders, and Invoices with the Sales related modules such as Leads, Accounts & Contacts, and Opportunities. With the Oleap CRM - Inventory Management features you can achieve the seamless integration between pre-sales and post-sales activities in a single application.




OLeap CRM inventory Management includes the following:


     Products Management


     Sales Quotes


     Order Management (Sales & Purchase)


     Invoice




            

Products Management


     Manage organization-wide products

     Associate products with other modules for a better 360 degrees view

     Import product details from other applicationsĀ 

     Create custom product fields as per your organization's requirements

     Attach product-specific documents, such as collateral, license agreements, and         others

     Upload product images for easy identification

     Procure products from the selected vendors list






Sales Quotes


     Track outstanding quotes from the quotes list view

     Add line items to the quotes and update subtotal, taxes, adjustments, and grand total         amounts

     Create printer-friendly Sales Quotes and deliver to the prospect customers through         inbuilt E-mail service

     Create Sales Order or Invoice with a single click from the Sales Quote

     Avoid duplicate work by dynamically displaying the Billing and Shipping                            addresses of the prospect

     Display quotes related to accounts under the related list

     Customize Sales Quote fields as per your organization's requirements




  


Order Management


     Streamline organization-wide procurement and fulfillment processes with integrated approach of OLeap CRM

     Track outstanding orders from the orders list view

     Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your       warehouse

     Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements

     Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically

     Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through inbuilt E-mail service

     Once the Sales Order is accepted, create Invoice from Sales Order with a single click

     Periodically notify the stock position to the parties concerned in your organization so that stock is always available       to fulfill the outstanding orders


Invoices

     Track outstanding invoices from the Invoices list view

     Create printer-friendly Invoices and deliver to the customers through inbuilt E-mail service

     Customize Invoice fields as per your organization requirements

     Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically

     Customize Invoice fields as per your organization requirements