Inventory Manager For Dynamics CRM

Starts at

$49
dynamics crm inventory manager plugin
dynamics crm inventory manager plugin

Smart Inventory Management for Dynamics CRM

AppJetty’s Inventory Manager is a perfect inventory management solution for Dynamics 365. Using our Microsoft Dynamics Inventory Management software; you can manage and keep track of your entire store inventory, generate purchase orders, keep an inward and outward flow of stocks and more. If you want to streamline your purchase and stock keeping process, this MS CRM inventory management plugin is all you need!

Why Use Dynamics CRM Inventory Manager?

Enhanced Efficiency

Our Ms Inventory Management Software helps you manage stock purchases efficiently by streamlining and automating manual tasks (Creating Orders and Invoices) that are required for managing inventory easily.

Native Solution

Inventory Manager is native, ready to integrate Microsoft Dynamics CRM Inventory Management solution that helps user to manage inventory related functionalities like stock management, order management from their CRM.

No More Stockouts

Everytime products go in low stock, Dynamics Inventory Management Software will send you alerts which will help you keep a track of stocks. This way, you can avoid running out of stocks or keep more stocks than necessary.

Reduce Human Errors

AppJetty’s Inventory Manager for Dynamics CRM helps you keep track of inward and outward flow of the stocks. However, that is not all. Based on the stock requirements and booked inventory, you can generate POs and Invoices with a single click.

Bird’s Eye View

Get warehouse and supplier details from one place. Microsoft Dynamics Inventory Management dashboard helps you to get 360 view of your inventory such that every relevant data to products in inventory is directly accessible.

Decrease Operational Costs

Use of effective inventory management solution results in decreased inventory write offs and lower inventory holding costs. MS Inventory Management Software is sure to bring down your operational costs drastically!

Inventory Manager – Features Highlights

Stock Management

  • Improve the accuracy of your inventory by managing/keeping track of the stock of all the products. Microsoft Dynamics Inventory Management Software helps you to specify the number of stocked goods. By keeping track of on hand/ordered products, you save the efforts that go behind inventory recount. Enable stock management for a product through a single click and track the stock movements.

Serial Number Management

  • Easily manage unique numbers for products in the inventory by adding serial numbers to the products. Inventory manager also allows you to import serial number file, making it easier to relate products with serial numbers.
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Measure Sales Performance

  • Get product wise order and sales summary along with total sales amount based on timeline you select in line graph format through MS Dynamics CRM Inventory Management plugin. This helps in keeping check on sales performance and further helps in better decision making.

Generate Purchase Orders

  • A purchase order is a necessity for any company that sells products or needs to order parts and materials. You can create a new order or select from the existing orders. Add details like product name, price per unit, quantity and also select the suppliers available for the specific product.
  • In case you have already assigned a supplier to a product, it will be auto assigned unless you replace it with a new supplier. Also based on generation of purchase order, you can generate reports with all details included in the order. This can be saved as a PDF, XML, CSV, TIFF, Excel or Word file.
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Generate Purchase Invoice

  • Add quantity that you received from the supplier, change the price of the product, if needed and generate purchase invoice with a single click through Dynamics Inventory Management plugin.
  • Also, based on generation of purchase invoice, you can generate reports will all the details included in the invoice. This can be saved as a PDF, XML, CSV, TIFF, Excel or Word file.

Low Stock Management

  • Keep a track of goods which are low in stock and filter out such products. Enable Low Stock Management for a product in a single click and never run out of stocks! List of low stock products is maintained along with alerts in form of email notifications.
  • Using Microsoft Inventory Management Software, you can also create purchase orders for products which are low in stock. Set minimum stock level for each product and stay updated when the stocks are less. Add details like product name, price per unit, quantity and also select the suppliers available for the specific product and generate a purchase order for products low in stock.
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Generate RMA

  • Easily manage product returns and order cancellations even after the order is fulfilled. With Inventory Manager, you can generate RMAs and also manage stock for the products included in RMA. Once you have generated RMA, you can generate reports with all the details included in the RMA. You can save the RMA report in PDF format and print the report as well.

Generate RTS

  • With Microsoft Dynamics Inventory Management Plugin, you can manage RTS - Return to Supplier for completed purchase invoices. Inventory manager helps in managing stock for products included in the RTS. Once RTS is generated, you can generate reports with all the details included in the RTS using account report.
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Manage Warehouses

  • Using warehouse management functionality of Dynamics CRM Inventory Management plugin, you can manage the products along with their warehouses. You can also create new warehouses, add products in the warehouses and transfer the stock from one warehouse to another.

Credits and Debits

  • Through our credit and debit module, you can manage the total amount of credits or debits of the sales orders. You can also keep a track of stocks along with their inward and outward transactions amount in sales orders.
  • Microsoft Dynamics Inventory Management plugin helps you to generate an account report containing detailed history of credits and debits made in any stock of an inventory. Account report provides summary of total sales, return, and purchases along with other details. You can also save the account reports in a PDF or Excel format.
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Inventory Reports

  • The reporting module of Microsoft Dynamics Inventory Management enables the admin to generate and view multiple reports for the inventory and get an exact idea about the availability of stocks.Get detailed stock history report mentioning transaction date/time and names of stock supplier and customers, products in the warehouse and supplier report as well.
  • Through inventory status report generated by the MS Dynamics Inventory Management plugin, you can know the status of stocks and a particular product. Using reports, user can also easily get details of PO that are generated but not invoiced and sales order that are created but not invoiced. You can also export reports in different formats like CSV, XLS, or pdf formats.

Analyze through Charts

  • Provides you with warehouse stock chart that displays available and sold stock of particular products. Return stock chart lets you view charts for returned stock of products and available stock chart displays total stock available for the selected products. You can view these charts in pie, chart and line formats.
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Intuitive Dashboard

  • Get instant insights into your business at a glance with intuitive dashboard support provided by Microsoft Dynamics Inventory Management. Get details about products in the inventory, order related details, invoice related details easily on one go. From the dashboard, you can get to know about bestselling and worst selling products for the selected time period.
  • Inventory Managers get quick overview of their sales orders in single dashlet. They get details of inline products, partial orders and cancelled orders. Inventory Summary dashlet helps to get overview count of Quantity in Hand, Quantity to be received, RMA products and RTS products.

How to install

 

Download

You can go to (Our Link) click on download to get the solution. This will help you get the solution Package zip file for further processing, which will lead you to the next step.

 

Download files

You can go to (Our Link) click on download to get the solution. This will help you get the solution Package zip file for further processing, which will lead you to the next step.

 

Settings

Open your CRM click on
settings -> solution. Choose Import Solution option. In Import Solution Window, you can choose Solution Package zip file. Click on Next for further processing.

 

Configure

Now click on Import for further processing. Once you have successfully imported the solution, you are ready to use it.

Points to Note

  • AppJetty License authentication is required for the Microsoft CRM inventory management Plugin
  • Works on Dynamics CRM's existing Sales Orders and Products module
  • Customization in Dynamics CRM's Sales Orders and product's main form
  • Works with Dynamics CRM 2016(version 8.0) and upper version
  • User must have rights of all the entities of Inventory Manager
  • To access Warehouse and Credit – Debit modules it should be enabled from Configuration Settings

Secure & Stable

Products

Free

Lifetime Updates

FREE

Lifetime Support

30 Days Free Trial Available
Starts at $49/ Month
Reviews
(5/5)
  • Recommended

    The tool works just perfect. I saw the demo on the home page and purchased it. A must buy for managing inventory in Dynamics CRM.

    Norman Glick (Posted on February 2, 2018)
    Yes, I Recommend This
  • Helps a lot

    Stock keeping process has become easy as a pie. Thanks to this extension by AppJetty!

    Dallas T (Posted on December 24, 2017)
    Yes, I Recommend This
  • Good one

    Never thought I would find a tool that will help me manage my DynamicsCRM inventory so swiftly. I really like it

    Tara Rockey (Posted on October 21, 2017)
    Yes, I Recommend This
  • Keeps accuracy

    This inventory management plugin has made the decision making process extremely easy for me. Now there is no chance of creating errors. Great product by AppJetty!

    Ryder Rice (Posted on August 17, 2017)
    Yes, I Recommend This
  • Creates impeccable purchase orders

    I am really surprised with the kind of purchase orders this extension produces. Thanks to inventory manager based on dynamics CRM, my purchase orders look systematized and flawless.

    Xander Rose (Posted on June 28, 2017)
    Yes, I Recommend This
  • Easy stock keeping process

    Inventory management based on dynamics crm has made the stock keeping process easy as a pie. Now I never run out of stocks or overstock items. A must buy!

    Micah Warren (Posted on February 14, 2017)
    Yes, I Recommend This
  • Works Well

    Managing stocks and warehouses in my Dynamics CRM is now super easy with this plugin. Good Dynamics CRM plugins are hard to find and this is one of them.

    Tyler Mendoza (Posted on December 11, 2016)
    Yes, I Recommend This

Documents

General FAQ

  • What versions of Dynamics CRM does your plugin support?

    The plugin is compatible with Microsoft Dynamics CRM 2016(v8.0) and above.

  • Can you customize the plugin as per my requirement?

    Yes, sure. You can share your request at support@appjetty.com and we would be happy to assist you.

  • Do you provide a demo?

    Yes, we do. You can view the demo by clicking on "Free Trial"

  • Do you have a refund policy?

    Yes, you can refer to our refund policy by clicking on the following URL https://www.appjetty.com/refund-policy.htm.

  • How many domains can I use with single license purchase?

    AppJetty provides 1 primary domain and 1 sandbox domain with a single license. The sandbox domain will be deactivated at the end of the 30 days trial. In order to get this validity extended, kindly contact AppJetty Support.

Technical FAQ

  • Who can make configuration settings in the MS dynamics inventory management Software?

    Only System Administrator can set default configurations.

  • I am unable to manage the stock of some products from Manage Stock module even if it is a stock active product. How can I manage it?

    Serial number enabled products cannot be managed from Manage Stock module. You can manage such products from Manage Stock option in the product detail page.

  • How can I view Warehouse option in Products?

    To view Warehouse option in Products you need to enable warehouse module, and to enable it go to Settings -> Solutions -> Configurations -> Setup and check the ‘Enable Warehouses’ checkbox.

  • How can I view the account entries for Sales Order and Purchase Order Invoice?

    To view the account entries for the Sales Order and Purchase Order Invoice. you need to enable the Credit - Debit module and to enable it go to Settings -> Solutions -> Configurations -> Setup and check the ‘Enable Credit-Debit Module’ checkbox.

  • How can I get the product stock updated after creating the Purchase Invoice?

    Purchase Invoice has to be complete in order to get the product stock updated.

  • Can I add my own reasons for Stock inward and outward transactions?

    Yes, you can add your own reasons for stock inward/outward transactions and it will be available for future selections.

  • How can I generate Purchase Invoice after creating the PO?

    To create Purchase Invoice from PO, click on ‘Release’ button and enable the Purchase Invoice option.

  • I have checked the “Manage Stock” option, but I am not able to manage the stock. What is wrong?

    To manage the product stocks using our plugin, the product’s status should be ‘Active’. Kindly check the same and if problem still prevails, then kindly generate a ticket from your account and our technical representative will be in touch with you.

  • Are the suppliers added in general or specific to product?

    The suppliers are added specific to product. A product can have multiple numbers of suppliers and you can edit their names.

  • Can you change the price and quantity of product while creating purchase invoice?

    Yes, you can edit the Price and Quantity of product while creating Purchase Invoice.

  • Are warehouse of field service module and warehouse of inventory manager same?

    No, the warehouse of Inventory Manager is a separately customized entity.

  • Does stock management work for Family and Bundled Product?

    Stock management is possible in Simple Product as well as Bundle Product. It will manage stock of the products in Bundle Product which are marked as "Managed Stock". It is not allowed in Family Product.

Release Notes

Version 4.0 : October 09, 2018

Enhancements:

  • Added attractive Inventory Manager Dashboard.
  • Design enhancement for all pages.
  • Multi option selection for filters.
  • Column visibility options in reports.
  • Functionality to export reports in CSV, Excel, Pdf format and print, copy report.
  • Added new reports based on suppliers, warehouse.
  • Get Sales Order Summary in chart format.
  • Get Timeline for Sales Order.
  • Functionality of RTS (Return To Supplier).
  • Multiple Language Support.
Version 3.0 : September 29, 2017

Enhancements:

  • Added Warehouse Management
  • Added Warehouse Stock Transfer
  • Added Inventory Reports
  • Added Credit and Debit Module
  • Added Account Report
  • Added Charts for Inventory
  • Included Product Bundle for Orders Module
  • Minor Bug Fixes
  • UI Enhancements
Version 2.0 : August 1, 2017

Enhancements:

  • Included RMA module (Return Stock Management)
  • Serial number wise Stock Management
  • Improved purchase Stock Management
  • Minor Bug Fixes
  • UI Enhancements
Version 1.0.1 : Feb 20, 2017

Enhancements:

  • New Reports to track inventory
  • Single product stock history
  • Multiple products stock history
  • Stock summay
Version 1.0.0 : Nov 14, 2016
  • Inventory Manager is released.