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:
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
