🧩 Module Overview

The Inventory Management module for Perfex CRM is a comprehensive solution to help you manage warehouses, goods movements, barcode scanning, analytics, and stock adjustments directly inside your Warehouse For Perfex CRM.

This guide will walk you through the installation process, initial configuration, daily usage, and advanced features like REST API and Webhooks.

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📦 Warehouse For Perfex CRM Installation Guide

✅ Prerequisites

Latest version of Perfex CRM
Admin access to the CRM backend
Your Systematica license key

🔧 Steps

Download the module from your account on Systematica.app.
Extract the ZIP file and upload the contents to:
/modules/warehouse/
Navigate to Setup → Modules in your Perfex CRM admin panel.
Locate “Warehouse Management” and click Activate.
Go to Warehouse → License, and enter your license key to activate the module.

📎 Need help? Contact Us

⚙️ Warehouse For Perfex CRM Initial Configuration

Once activated:

Go to Warehouse → Settings
Set up:
- Default currency & valuation method
- Approval workflows
- Default barcode format (QR, EAN, etc.)
Add initial warehouse locations
Define your inventory categories and stock rules

📚 Warehouse For Perfex CRM Module Features Breakdown

🏢 Warehousing

Multi-location warehouse management
Internal transfers between warehouses
Zone & shelf-level tracking

🚚 Goods Receipt

Supplier-linked receiving
Quality inspection checkpoints
Batch numbers & lot expiry dates

📦 Goods Delivery

Pick/Pack/Ship automation
Delivery tracking with customer notifications
Exportable delivery slips

🔄 Stock Transfers

Initiate, approve, and track transfers
Transit inventory status
Inter-department movement logs

📊 Reporting & Analytics

Real-time stock dashboard
Inventory valuation & audit history
Forecasting tools

🖨️ Barcode Integration

Barcode generator (PDF/label print)
Barcode scanning with handheld or mobile
Product lookup by scan

🔐 Permissions & Approvals

Role-based access control
Approval chains for adjustments & deliveries

🔌 API & Webhooks

REST API Endpoints:

/api/warehouse/inventory
/api/warehouse/receipts
/api/warehouse/transfers/{id}

Webhooks:

inventory.received
stock.low_level
transfer.completed

👨‍🏫 User Guide – Warehouse For Perfex CRM

Welcome to the User Guide for the Inventory Management module. This section walks you through real-world usage: setting up warehouses, processing goods, managing inventory, and utilizing advanced features like barcodes and reporting.

🏗️ 1. Warehouse For Perfex CRM – Setting Up Warehouses

Path: Warehouse → Warehouses

Actions:

Click “New Warehouse”
Add:
- Name, code, and location
- Contact info (optional)
- Storage zones (if enabled)
Assign staff roles per warehouse for access control

🟢 Best Practice: Create one warehouse per physical location. Use zones or labels for internal shelf divisions.

📥 2. Receiving Inventory Warehouse For Perfex CRM (Goods Receipt)

Path: Warehouse → Receipts → New Receipt

Steps:

Select a supplier (optional but recommended)
Enter reference number or delivery note
Add products:
- Search or scan barcode
- Choose batch/lot info
- Add quantity and expected delivery date
Submit → Status becomes “Pending Approval” (if workflow enabled)
Once approved, stock is automatically added

📌 Tip: Use “Save as Draft” if delivery is incomplete or pending inspection.

📤 3. Shipping Orders Warehouse For Perfex CRM (Goods Delivery)

Path: Warehouse → Deliveries → New Delivery

Steps:

Choose the warehouse
Link to an existing CRM order or create a custom outbound record
Add products to ship
Enter delivery date and carrier details
Approve & print delivery slip

📦 Use barcode scanning to verify each item before dispatch for higher accuracy.

🔁 4. Internal Stock Transfers

Path: Warehouse → Transfers → New Transfer

Steps:

Select source and destination warehouses
Choose products and quantity
Submit transfer request
Monitor in-transit status
Mark as “Received” when stock arrives

🔐 Admins can define approval roles for high-value transfers.

🧾 5. Inventory Adjustments

Path: Warehouse → Adjustments

Use this to manually update stock due to:
- Damage or loss
- Stock correction after audits
- Expiry or obsolescence

Options:

Positive adjustment (add stock)
Negative adjustment (reduce stock)
Add internal note & select reason
Record staff member who performed the action

📊 All changes are logged and included in audit reports.

🧪 6. Barcode Management

Path: Warehouse → Barcodes

Functions:

Generate barcodes for each product or batch
Choose format: QR, EAN-13, Code128, etc.
Print labels (A4 sheets, sticker rolls)
Enable mobile scan mode in delivery/receipt forms

📲 If using mobile, scan barcodes via camera directly into the CRM input field.

📈 7. Warehouse For Perfex CRM Reporting & Analytics

Path: Warehouse → Reports

Available Reports:

Inventory Summary
Goods Movement Log
Inventory Valuation
Stock by Warehouse
Losses & Adjustments History

🧠 Use filters to export by warehouse, date range, or product category.

🔄 8. Integrations (API & Webhooks)

REST API Endpoints – Warehouse For Perfex CRM:

GET /api/warehouse/inventory
POST /api/warehouse/receipts
PUT /api/warehouse/transfers/{id}

Webhooks – Warehouse For Perfex CRM:

inventory.received
stock.low_level
transfer.completed

🛠 9. Common FAQs Warehouse For Perfex CRM

“Why is my stock not showing after receipt?”
→ Ensure the receipt has been approved and product status is active.
“How to export my stock summary?”
→ Go to Reports → Inventory Summary and click “Export to Excel.”
“Can I restrict users to specific warehouses?”
→ Yes. Use role-based permissions under Staff Management in Perfex.

Warehouse For Perfex CRM Support & Help

Purchase includes 6 months of premium support from Tech9Pros. You’ll get personalized help with installation, configuration, and syncing calendars.

Support Email: support@tech9pros.com
Live Chat: Available via Tech9Pros.com
Documentation: Step-by-step guide included in the module files

Need customization? Contact us for tailored scheduling solutions.