Bitrix24Care

Initial setup options for Inventory Management

When you enable Inventory Management, you can configure the desired settings to work in the system.

You can add Inventory Management as a left menu item and enable stock reservation and adjustment directly in the deal.


Inventory Management in the left menu

Enable the option to add Inventory Management as a separate item in the left menu.

If your employees are constantly working with Inventory Management, it will help them to find this section faster.


Inventory Management + CRM

The option will help to understand the Inventory Management work inside the CRM: how to reserve products, create and hold sales documents. When the deal is successfully closed, if any products have not been shipped, the system will automatically create a Sale document.

Read more in the articles: Reserve a product and Product sale.

You can enable the desired options later. Go to the Inventory Management settings and click Change.


Go to Bitrix24
Don't have an account? Create for free
This helped
Thanks :)
Optional:
Article feedback
This didn't help
Sorry :(
Could you please tell us why:
Article feedback
Integration specialist assistance