Inventory Management & Data-Driven Automation for Concord CRM

Inventory Management & Data-Driven Automation for Concord CRM
Inventory Management & Data-Driven Automation for Concord CRM

Complete Warehouse, Stock & WIP Control

Our module extends Concord CRM with a full warehouse and stock management system. From goods receipt to shipping and work-in-progress tracking, manage your entire inventory lifecycle without leaving your CRM. Lightweight, fast, and designed for businesses that require structured stock control inside a familiar Concord interface.




Key Features

  • ✔️ Receive Goods
    Record incoming stock with detailed receipt entries. Automatically generate stock records upon confirmation.

  • ✔️ Warehouses & Bins
    Organize and store products across multiple warehouses and bins for precise stock placement and tracking.

  • ✔️ Stock Ledger
    Maintain a full history of stock movements including additions, deductions, transfers, and returns with audit trail logging.

  • ✔️ Picking, Packing & Shipping
    Create shipments, manage picking and packing stages, and finalize with shipping confirmation. Stock quantities are deducted automatically upon shipment.

  • ✔️ Returns Management
    Handle both supplier and customer returns efficiently with corresponding stock adjustments.

  • ✔️ Work In Progress (WIP)
    Track in-production items, assign start and end dates, consume materials, and mark completion for finished goods.

  • ✔️ Reports & Analytics
    View inventory valuation, stock level reports, and movement summaries. Identify low-stock alerts instantly.

  • ✔️ Permissions & Activity Logs
    Integrated with Concord CRM’s permission system. Admins can enable or restrict access and track all actions performed by staff members.

  • ✔️ Optional Integrations
    – Fully functional as a standalone module
    – Optionally integrates with the Invoicing Module (auto-generate invoices on shipment)
    – Optionally integrates with Purchase Module (convert purchase orders into receipts)



Ideal Use Cases

This module is designed for modern businesses that rely on accurate and transparent inventory operations:

  • Wholesale & Distribution – Manage goods receipts, stock movements, and shipments.

  • E-commerce Fulfillment – Synchronize CRM sales with your inventory workflow.

  • Manufacturing – Track Work In Progress and finished goods efficiently.

  • Service Companies – Manage consumables, parts, and operational materials easily.





























✉️ Professional Support & Easy Installation

Quick setup takes only a few minutes to install, activate, and have a fully operational CRM invoicing integration running smoothly.

For any technical questions or customization needs, contact our expert support team through our dedicated support portal .
Our technical support specialists provide prompt assistance and comprehensive solutions for all Concord CRM invoicing module inquiries.







Version 1.0.0

-Initial release 

Inventory Management & Data-Driven Automation for Concord CRM

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