{"id":13491,"date":"2014-08-06T09:19:20","date_gmt":"2014-08-06T09:19:20","guid":{"rendered":"http:\/\/webkul.com\/blog\/?p=13491"},"modified":"2015-03-25T07:39:01","modified_gmt":"2015-03-25T07:39:01","slug":"crm-stock-management","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/crm-stock-management\/","title":{"rendered":"CRM Stock Management"},"content":{"rendered":"<p>CRM module which can help you to manage your client interactions, sales prospects, lead management in an efficient manner. Apart from CRM module features, we have introduce\u00a0another feature called \u00a0<strong>&#8220;crm stock management&#8221;, <\/strong>to mange stock for each\u00a0customer&#8217;s lead.<\/p>\n<p><strong>CRM Stock Management <\/strong>module, will handle customer&#8217;s lead, product&#8217;s stock, if product stock will be available, then stock fulfill notification will send through email\u00a0 to both, manager and customer, along with product details and it&#8217;s quantity.<\/p>\n<div class=\"alert alert-info\" role=\"alert\">Prerequisite :<\/p>\n<p><strong>CRM Stock Management <\/strong>module depends on openerp CRM module.\u00a0\u00a0You need to install it before you can use this\u00a0crm stock management module. After installation you will get <em>Product Lines<\/em> tab in lead and opportunities from, and <em>lead type<\/em> in lead form.\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\"><i class=\"fa fa-mail-forward\"><\/i>Features<\/h3>\n<\/div>\n<div class=\"panel-body\">\n<ul>\n<li>Stock management for every customer&#8217;s lead and opportunities, along with\u00a0products details(like, quantity) for every customer.<\/li>\n<li>Stock available notification send to customer and manager.<\/li>\n<li>Automatic conversion from lead to opportunities.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"panel panel-success\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\"><i class=\"fa fa-pencil-square-o\"><\/i>Workflow<\/h3>\n<\/div>\n<div class=\"panel-body\">\n<p>This module need to install only at Openerp side, you just need to copy\u00a0<strong>&#8220;crm_lead_stock&#8221;<\/strong>\u00a0directory to your OpenERP addons and install it on your Openerp only.<\/p>\n<div class=\"alert alert-success\" role=\"alert\">1. Template Settings\u00a0<\/div>\n<p>Openerp admin,\u00a0<strong><em>Settings-&gt;Templates, <\/em><\/strong>you will get templates for manager and customer, as you can have a look of\u00a0following screen shots.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_156.png\"><img decoding=\"async\" class=\"alignnone wp-image-13512 size-large\" title=\"Templates - OpenERP \" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_156-1200x577.png\" alt=\"Templates - OpenERP \" width=\"640\" height=\"307\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_156-1200x577.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_156-250x120.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_156-300x144.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_156.png 1286w\" sizes=\"(max-width: 640px) 100vw, 640px\" loading=\"lazy\" \/><\/a><\/p>\n<p>For Template, named as <strong><em>&#8220;Manager Details &#8211; Send by Email&#8221; <\/em><\/strong><em>and<\/em><strong><em>\u00a0&#8220;Customer Details &#8211; Send by Email&#8221;, <\/em><\/strong>Just open these two\u00a0templates.<strong><em>\u00a0<\/em><\/strong>As you can refer to following screen shots.<\/p>\n<p><strong>Manager Details &#8211; Send by Email Template:\u00a0<\/strong>This template is for manager email, stock details will be send to manager using this template.\u00a0Please change<em> \u2018From\u2019<\/em> and <em>\u2018To(Emails)<\/em>\u2019.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_154.png\"><img decoding=\"async\" class=\"alignnone wp-image-13513\" title=\"Manager Templates - OpenERP \" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_154.png\" alt=\"Manager Templates - OpenERP \" width=\"640\" height=\"365\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_154.png 1100w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_154-250x142.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_154-300x171.png 300w\" sizes=\"(max-width: 640px) 100vw, 640px\" loading=\"lazy\" \/><\/a><\/p>\n<p><strong>Customer Details &#8211; Send by Email Template:\u00a0<\/strong>This template is used to send stock\u00a0notification emails to the customers regarding stock availability.\u00a0In this template please set\u00a0\u2018<em>From<\/em>\u2019 email id.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_155.png\"><img decoding=\"async\" class=\"alignnone wp-image-13514\" title=\"Customer Templates - OpenERP \" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_155.png\" alt=\"Customer Templates - OpenERP \" width=\"640\" height=\"369\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_155.png 1092w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_155-250x144.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_155-300x172.png 300w\" sizes=\"(max-width: 640px) 100vw, 640px\" loading=\"lazy\" \/><\/a><\/p>\n<p><strong><em><\/p>\n<div class=\"alert alert-success\" role=\"alert\">2. Lead to Opportunity\u00a0<\/div>\n<p>Define new lead for customer and add product and it&#8217;s expected quantities in product line, select lead type <em>Stock,\u00a0<\/em>if lead products lines, product&#8217;s expected quantity available in openerp product, stock available notification send to manager and customer via email. And lead automatically converted into opportunity.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Leads-OpenERP-Mozilla-Firefox_153.png\"><img decoding=\"async\" class=\"alignnone wp-image-13511 size-large\" title=\"Leads - OpenERP \" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Leads-OpenERP-Mozilla-Firefox_153-1200x604.png\" alt=\"Leads - OpenERP \" width=\"640\" height=\"322\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Leads-OpenERP-Mozilla-Firefox_153-1200x604.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Leads-OpenERP-Mozilla-Firefox_153-250x125.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Leads-OpenERP-Mozilla-Firefox_153-300x151.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Leads-OpenERP-Mozilla-Firefox_153.png 1290w\" sizes=\"(max-width: 640px) 100vw, 640px\" loading=\"lazy\" \/><\/a><\/p>\n<p><strong>Note: <\/strong>Automatic\u00a0conversion from lead to opportunity done, only\u00a0if, all product&#8217;s expected quantity of\u00a0product lines should be available, otherwise only notification will be send to\u00a0customer and manager for product of\u00a0product lines which expected quantity is fulfill.<\/p>\n<p>Automatic conversion of lead to opportunity when product&#8217;s stock fulfill, Inside opportunity will get converted\u00a0lead, have a look of\u00a0following screen shots.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Opportunities-OpenERP-Mozilla-Firefox_157.png\"><img decoding=\"async\" class=\"alignnone wp-image-13521 size-large\" title=\"Opportunities - OpenERP\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Opportunities-OpenERP-Mozilla-Firefox_157-1200x574.png\" alt=\"Opportunities - OpenERP\" width=\"640\" height=\"306\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Opportunities-OpenERP-Mozilla-Firefox_157-1200x574.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Opportunities-OpenERP-Mozilla-Firefox_157-250x119.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Opportunities-OpenERP-Mozilla-Firefox_157-300x143.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Opportunities-OpenERP-Mozilla-Firefox_157.png 1286w\" sizes=\"(max-width: 640px) 100vw, 640px\" loading=\"lazy\" \/><\/a><\/p>\n<div class=\"alert alert-success\" role=\"alert\">3. Opportunity To Quotation<\/div>\n<p>Open converted lead from opportunity, then do conversion from opportunity to quotation by <em>Convert to Quotation<\/em> button. As you can see in following screen shots.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Opportunities-OpenERP-Mozilla-Firefox_160.png\"><img decoding=\"async\" class=\"alignnone wp-image-13526 size-large\" title=\"Opportunities - OpenERP \" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Opportunities-OpenERP-Mozilla-Firefox_160-1200x593.png\" alt=\"Opportunities - OpenERP \" width=\"640\" height=\"316\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Opportunities-OpenERP-Mozilla-Firefox_160-1200x593.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Opportunities-OpenERP-Mozilla-Firefox_160-250x123.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Opportunities-OpenERP-Mozilla-Firefox_160-300x148.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Opportunities-OpenERP-Mozilla-Firefox_160.png 1290w\" sizes=\"(max-width: 640px) 100vw, 640px\" loading=\"lazy\" \/><\/a><\/p>\n<p>Once\u00a0conversion done, you will get quotation with same opportunity product lines. Like following screen shots.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Quotations-OpenERP-Mozilla-Firefox_163.png\"><img decoding=\"async\" class=\"alignnone wp-image-13527\" title=\"Quotations - OpenERP\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Quotations-OpenERP-Mozilla-Firefox_163-1200x589.png\" alt=\"Quotations - OpenERP\" width=\"682\" height=\"335\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Quotations-OpenERP-Mozilla-Firefox_163-1200x589.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Quotations-OpenERP-Mozilla-Firefox_163-250x122.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Quotations-OpenERP-Mozilla-Firefox_163-300x147.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Quotations-OpenERP-Mozilla-Firefox_163.png 1290w\" sizes=\"(max-width: 682px) 100vw, 682px\" loading=\"lazy\" \/><\/a><\/p>\n<div class=\"alert alert-success\" role=\"alert\">4. Scheduler<\/div>\n<p>Openerp admin\u00a0<em><strong>Settings-&gt;Scheduler-&gt;Scheduler Actions<\/strong><\/em>, click on Schedule for <em><strong>CRM Lead Stock<\/strong><\/em>. you can set the scheduler according to your requirement.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Scheduled-Actions-OpenERP-Mozilla-Firefox_164.png\"><img decoding=\"async\" class=\"alignnone wp-image-13528 size-large\" title=\"Scheduled Actions - OpenERP\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Scheduled-Actions-OpenERP-Mozilla-Firefox_164-1200x436.png\" alt=\"Scheduled Actions - OpenERP\" width=\"640\" height=\"232\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Scheduled-Actions-OpenERP-Mozilla-Firefox_164-1200x436.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Scheduled-Actions-OpenERP-Mozilla-Firefox_164-250x91.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Scheduled-Actions-OpenERP-Mozilla-Firefox_164-300x109.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Scheduled-Actions-OpenERP-Mozilla-Firefox_164.png 1288w\" sizes=\"(max-width: 640px) 100vw, 640px\" loading=\"lazy\" \/><\/a>\n<\/div>\n<\/div>\n<div class=\"panel panel-default\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\"><i class=\"fa fa-group\"><\/i>Support<\/h3>\n<\/div>\n<div class=\"panel-body\">\n<p>For any kind of technical assistance, just raise a ticket at : <a href=\"http:\/\/webkul.com\/ticket\/\" target=\"_blank\"><span style=\"text-decoration: underline;\"><strong>http:\/\/webkul.com\/ticket\/<\/strong><\/span><\/a> and for any doubt contact us at <span style=\"text-decoration: underline;\"><strong>support@webkul.com<\/strong><\/span><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>CRM module which can help you to manage your client interactions, sales prospects, lead management in an efficient manner. Apart from CRM module features, we have introduce\u00a0another feature called \u00a0&#8220;crm stock management&#8221;, to mange stock for each\u00a0customer&#8217;s lead. CRM Stock Management module, will handle customer&#8217;s lead, product&#8217;s stock, if product stock will be available, then <a href=\"https:\/\/webkul.com\/blog\/crm-stock-management\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":28,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[166],"tags":[420,1385,2063,1386,1112,1384],"class_list":["post-13491","post","type-post","status-publish","format-standard","hentry","category-openerp","tag-crm","tag-crm-stock-management","tag-openerp","tag-openerp-crm","tag-stock","tag-stock-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CRM Stock Management<\/title>\n<meta name=\"description\" content=\"CRM Stock Management module, will handle customer&#039;s lead, product&#039;s stock, if product stock will be available, then stock fulfill notification will send through email to both, manager and customer, along with product details and it&#039;s quantity. And product line will be added to opportunity after conversion from lead\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/crm-stock-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Stock Management\" \/>\n<meta property=\"og:description\" content=\"CRM Stock Management module, will handle customer&#039;s lead, product&#039;s stock, if product stock will be available, then stock fulfill notification will send through email to both, manager and customer, along with product details and it&#039;s quantity. And product line will be added to opportunity after conversion from lead\" \/>\n<meta property=\"og:url\" content=\"https:\/\/webkul.com\/blog\/crm-stock-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Webkul Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/webkul\/\" \/>\n<meta property=\"article:published_time\" content=\"2014-08-06T09:19:20+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2015-03-25T07:39:01+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_156-1200x577.png\" \/>\n<meta name=\"author\" content=\"Sushma Kumari\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@webkul\" \/>\n<meta name=\"twitter:site\" content=\"@webkul\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sushma Kumari\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/webkul.com\/blog\/crm-stock-management\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/webkul.com\/blog\/crm-stock-management\/\"},\"author\":{\"name\":\"Sushma Kumari\",\"@id\":\"https:\/\/webkul.com\/blog\/#\/schema\/person\/be138583b337c28417c42136d8d8cd85\"},\"headline\":\"CRM Stock Management\",\"datePublished\":\"2014-08-06T09:19:20+00:00\",\"dateModified\":\"2015-03-25T07:39:01+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/webkul.com\/blog\/crm-stock-management\/\"},\"wordCount\":505,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/webkul.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/webkul.com\/blog\/crm-stock-management\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_156-1200x577.png\",\"keywords\":[\"crm\",\"crm stock management\",\"OpenERP\",\"openerp crm\",\"stock\",\"stock management\"],\"articleSection\":[\"OpenERP\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/webkul.com\/blog\/crm-stock-management\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/webkul.com\/blog\/crm-stock-management\/\",\"url\":\"https:\/\/webkul.com\/blog\/crm-stock-management\/\",\"name\":\"CRM Stock Management\",\"isPartOf\":{\"@id\":\"https:\/\/webkul.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/webkul.com\/blog\/crm-stock-management\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/webkul.com\/blog\/crm-stock-management\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/08\/Templates-OpenERP-Mozilla-Firefox_156-1200x577.png\",\"datePublished\":\"2014-08-06T09:19:20+00:00\",\"dateModified\":\"2015-03-25T07:39:01+00:00\",\"description\":\"CRM Stock Management module, will handle customer's lead, product's stock, if product stock will be available, then stock fulfill notification will send through email to both, manager and customer, along with product details and it's quantity. 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