CRM integrations and automation

Inventory & Warehousing Management System

Understand invoice and inventory integration

Review item availability, automatic delivery and cancellation synchronisation.

Understand Purchase Management integration

Review receipt creation after purchase-order creation or approval.

Relate tasks to receipts and deliveries

Use inventory receipt and delivery relationship types on tasks.

Use the inventory project tab

Review inventory information added to supported project records.

Use the active proposal integration

Use proposal item and attachment integration that is compiled on in this build.

Understand the disabled legacy proposal-customer branch

Do not expect the old-customer proposal conversion controls because ACTIVE_PROPOSAL_OLD_CUSTOMER is false.

Understand disabled Brand, Model and Series settings

Do not expect those settings because ACTIVE_BRAND_MODEL_SERIES is false.

Understand Quality Management integration

Review quality-related release and stock effects where the optional module is installed.

Understand OmniSales integration

Review order-detail shipment buttons and shipment creation hooks.

Configure minimum-stock cron warnings

Set thresholds, recipients and email template inputs used after cron runs.

Understand inventory-warning email merge fields

Use the registered item warning merge fields in the email template.

Understand automatic currency-rate cron updates

Review the after-cron-run currency-rate action.

Understand temporary import-error cleanup

The module includes cleanup for older generated error files.

Use Reset Data only with full authorisation

Understand the destructive settings action and verify scope before confirming.

Show product images in inventory PDFs

Enable supported image output and verify PDF size and rendering.

Configure CRM email for inventory documents

Use the global SMTP/email settings required by send actions.