Inventory Management | Get A Better CRM

Invoices

By Bob Ritter

Invoices are bills issued by the vendor to the customers along with the goods or services with the purpose of receiving payments.A quote can be converted into a Sales Order or Invoice with a single click.

Purchase Orders

By Bob Ritter

Purchase Orders are legally bound order-placement documents for procuring products or services from vendors. Each product can have a different reorder level to trigger the creation of a new purchase order.

Sales Orders

By Bob Ritter

Sales Orders are the confirmation of sales generated after the customer sends a purchase order based on your quotes. A quote can be converted into a Sales Order with a single click.

Quotes

By Bob Ritter

Quotes are legal agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice with a single click. Templates can also be created based on the quote details and can be sent to the customer.

Vendors

By Bob Ritter

Vendors are the companies, individuals or contractors from whom your organization procures products and services. The vendor details stored in Zoho CRM can provide better visibility on the vendors or suppliers for the future procurement of products.