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Precision Sails Inventory - Coggle Diagram
Precision Sails Inventory
Transactions (Accounting Stock)
Transfer Order
(automatic inventory tracking) => Record received stock and add carrier and shipper account numbers
Product inflow
Product outflow
Primary email contact
Warehouse
Preferences: adding modules, stock tracking(physical stock, accounting stock), generate sales person report
Custom fields
Tax modules
Purchase Order
(Add vendor/supplier): product, services, quantity, price, drop shipment, purchase receives (increase the physical stock of item) => if covert to bill/bills => (accounting stock rises)
Standalone bill
Paid/Unpaid
Sales Order
: Quantity, Price, Delivery/Price details => Quantity items will be reserved
Add customer => Prices can be adjusted depending on price list
Sales person
Convert to purchase order
Add items (selling price, sku, purchase price)
Convert to invoice
Payment processor integration
Convert from
Sent to Paid
Create package
Shipper account number, carrier, returns, refunds
Drop Shipment
(Allocate money to orders with a soonest due date) => cloth, uv
New purchase order
Back Order
: Purchase Order traced from Sales order whenever items are out of stock but committed to order
Generate Purchase Order
Add customer
Import from Zoho Books
Add vendor
Add Items (Track Inventory)
Serial Number Tracking
: Track stock individually to know form whom the product was purchased and to whom sold
Batch Tracking
: Keep track of the manufacturing of similar properties track expiry dates
Inventory adjustments
Item Groups
Composite Items
Create bundle (Produce a single commodity)
Import CSV (Items, sales orders etc) => Cloud functions
Integrations
Shipping
=> timing materials along with production plan
