Warehouse for Perfex CRM: Inventory Setup and Documentation

This guide shows how to set up warehouse for Perfex CRM with the Inventory Management module: items, several warehouses, stock levels, receiving and delivery vouchers, stock history and reports, all inside your own Perfex CRM.

What warehouse management in Perfex CRM includes

• An item list with code, SKU, group, unit, picture and stock in each warehouse
• Import of items and opening stock from a spreadsheet, and export of lists
• Barcode printing and serial numbers
• Several warehouses, each with its own stock
• Receiving vouchers for goods in and delivery vouchers for goods out
• Packing lists, internal delivery notes, loss and adjustment, and return orders
• An inventory history of every movement
• Reports for stock summary, analytics, valuation and warranty period

Requirements

• Perfex CRM 3.4 or newer (tested on 3.4.1)
• A connection from your server to systematica.app over HTTPS for the license check

How to set up warehouse for Perfex CRM

1. Upload the warehouse for Perfex CRM module under Setup > Modules and activate it.
2. Open Inventory > License and enter your license key.
3. Under Inventory > Settings, add commodity types, groups, units and, if you need them, colors, sizes and styles.
4. Add your warehouses under Inventory > Warehouse.
5. Add items, or import them together with their opening stock.
6. Record your first receiving voucher, then your first delivery voucher.

Items and stock levels in one list

The item list shows every product with its code, SKU, group, unit and the stock in each warehouse. You can filter by warehouse, commodity and tags, search, export and print barcodes. Items you already keep in a spreadsheet can be imported with their opening stock, and sample files are included in the warehouse for Perfex CRM module.

Receiving and delivery vouchers

When goods arrive, create a receiving voucher with the supplier, items, quantities and prices. When goods leave, create a delivery voucher for the customer. Each approved voucher changes the stock of the warehouse it names, so the item list always matches what happened.

Stock history you can filter

The inventory history lists each movement with the voucher code, item, warehouse, date, opening stock and closing stock. Filter by warehouse, item, status and date range to answer where units went in a few seconds.

Inventory reports for stock and value

The stock summary report shows opening stock, goods in, goods out and closing stock for a period, with quantities and amounts. The valuation report shows the stock you hold, its sale and purchase price and the expected profit. The analytics report compares the default profit rate with the rate based on your average cost.

Good to know

• The screens in the pictures come from a demo CRM with sample data.
• Reports show the data you enter. Prices and quantities come from your own vouchers and items.
• The warehouse for Perfex CRM module is for staff in the Perfex CRM admin area.

Your license is valid for 1 year and includes support through our ticket system and free updates through your Systematica account. One license key activates the warehouse for Perfex CRM module on one website. To move it, deactivate it under Inventory > License and activate it on the new site. The warehouse for Perfex CRM module is built for Perfex CRM, which you need to run it.

Frequently asked questions

Can I use more than one warehouse?

Yes. You can add as many warehouses as you need, and each item shows its stock per warehouse.

Can I import items and opening stock?

Yes. The item list has import buttons for items and for opening stock.

Does it print barcodes?

Yes. The item list has a barcode printing button, and you can use the SKU code as the barcode in the settings.

Where do I enter the license key?

Open Inventory > License after activating the warehouse for Perfex CRM module.

Related guides and support

• See the Inventory Management product page.
• Pair it with Purchase Management to buy and receive stock.
• Read the purchase management guide.
• Need help? Open a ticket on the support page.
• Read more in the Perfex CRM documentation.