Vtiger CRM | Activity Management | Events & Tasks

Vtiger Event & Tasks

CALENDAR MODULE:

Calendar module enables users to keep track of calls, meetings, and tasks. Users can collaborate on activities and maintain a history of all previous activities by linking them to specific records in the CRM (Ex: Organizations, Contacts, and Opportunities).CRM offers 2 types of Calendar records:

  • Events: scheduled calls and meetings.
  • To Dos: tasks to complete within a given time frame.

Events and To Dos together are called Activities.

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Event & Tasks (Activity Management) process (custom by mine web design)

There are two possible views in the homepage of Calendar Module.

Calendar:

  • Calendar can be viewed in different views namely: Day, Week, Month, and Year.
  • The default view of Calendar is Week for admin users and Day for normal Users.
  • Users can change their default view; to achieve this, go to My Preferences and select desired view in the Default Calendar view pick list field.
  • And again, you can switch to either Calendar view or List view for Events.

To Dos:

  • Navigate to the record detail page to which the to do is to be associated.
  • Click Add to do link from Actions menu or go to Activities section .
  • In Create to Do screen, enter the details of the task.
  • Provide inputs to send notification; relate to do with a record, if required.
  • Click Save to create the To Do or Cancel to go back.
Event & Tasks - Todo
To Do in Event & Tasks process (custom by mine web design)
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Vtiger CRM | Inventory Management | Price Books

vtiger pricebook inventory management

Price Books are required to be maintained in order to implement the function of differentiated price lists for different customer groups. You may vary your product cost to different groups based on various criteria suitable for your business.

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Price Books inventory process (custom by mine web design)

Vtiger CRM | Inventory Management | Quote

Vtiger quote inventory management

CRM provides functionality to able sales teams to easily generate sales quotes for customers. The CRM Sales Quote module provides the following features.

  • Track outstanding quotes from the quotes list view
  • Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
  • Select different prices for the same product as per customer segment
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quote inventory process (custom by mine web design)
  • 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

Vtiger CRM | Inventory Management | SalesOrder

vtiger salesorder inventory

Once a sale is made, Order Management kicks in, which is a set of functions to ensure the order is properly serviced and fulfilled for the customer. CRM provides a number of features in support of Order Management.

  • Streamline organization-wide procurement and fulfillment processes with integrated approach of  CRM
  • Track outstanding orders from the orders list view
  • Procure products from the best available Vendors/Manufacturers/Resellers list in CRM
  • Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse
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salesorder inventory process (custom by mine web design)
  • Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements
  • Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders
  • 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

Vtiger CRM | Inventory Management | Service

vtiger services inventory management

It is the act of offering paid assistance in a scheduled time frame to fulfill the requirement of the customer. Services module is very similar to Products module, except for Stock Information. Services are non-stock items and they do not support bundles (like Product bundles). Services have only non-stock attributes or fields.

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Services Inventory Management (custom by mine web design)

Vtiger CRM | Inventory Management | Product

vtiger product inventoryCRM provides a Products Management module to capture and use product information, including pricing, so that your sales team and other staff can apply this information in their sales, marketing, support and other customer related activities. The CRM Products Management module provides the following features.

  • Manage organization-wide product information
  • Associate products with other modules for a better 360 degrees view
  • Import product details from other applications
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Product inventory process in vtiger crm (custom by mine web design)
  • 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
  • Export product details to spreadsheet software, such as Microsoft® Excel®, Open Office®, and others for further analysis
  • Create Price Books as per customer segment and associate products with Price Books
  • Procure products from the selected vendors list