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| Spider CRM - Inventory Management |
| 1. |
Inventory Management |
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Spider CRM extends beyond traditional CRM to provide a complete sales cycle management by integrating Inventory Management functions, such as Products, Price Books, Vendors, Sales Quotes, Purchase Orders, Sales Orders, and Invoices with CRM modules, such as Leads, Accounts & Contacts, and Opportunities. Using Spider CRM you can achieve the seamless integration between pre-sales and post-sales activities in a single application. |
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Key Modules. |
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| 1. |
Products Management |
| 2. |
Sales Quotes |
| 3. |
Order Management |
| 4. |
Invoices |
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| 2. |
Products Management |
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| a. |
Manage organization-wide products |
| b. |
Associate products with other modules for a better 360 degrees view |
| c. |
Import product details from other applications |
| d. |
Create custom product fields as per your organization's requirements |
| e. |
Attach product-specific documents, such as collateral, license agreements, and others |
| f. |
Upload product images for easy identification |
| g. |
Export product details to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis |
| h. |
Create Price Books as per customer segment and associate products with Price Books |
| i. |
Procure products from the selected vendors list |
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| 3. |
Sales Quotes |
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| a. |
Track outstanding quotes from the quotes list view |
| b. |
Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts |
| c. |
Select different prices for the same product as per customersegment |
| d. |
Create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt E-mail service |
| e. |
Create Sales Order or Invoice with a single click from the Sales Quote |
| f. |
Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect |
| g. |
Display quotes related to accounts under the related list |
| h. |
Customize Sales Quote fields as per your organization's requirements |
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| 4. |
Order Management |
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| a. |
Streamline organization-wide procurement and fulfillment processes with integrated approach of Spider CRM |
| b. |
Track outstanding orders from the orders list view |
| c. |
Procure products from the best available Vendors/Manufacturers/Resellers list in Spider CRM |
| d. |
Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse |
| e. |
Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements |
| f. |
Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders |
| g. |
Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically |
| h. |
Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through inbuilt E-mail service |
| i. |
Once the Sales Order is accepted, create Invoice from Sales Order with a single click |
| j. |
Periodically notify the stock position to the parties concerned in your organization so that stock is always available to fulfill the outstanding orders |
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| 5. |
Invoices |
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| a. |
Track outstanding invoices from the Invoices list view |
| b. |
Create printer-friendly Invoices and deliver to the customers through inbuilt E-mail service |
| c. |
Customize Invoice fields as per your organization requirements |
| d. |
Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically |
| e. |
Customize Invoice fields as per your organization requirements |
| f. |
Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the customer while creating invoices |
| g. |
Associate invoices with the General Ledger account for hassle-free Book Keeping |
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