Inventory Management for Perfex CRM


Inventory Management Module is a tool that allows you to track goods across your business’s supply chain. It optimizes the entire spectrum spanning from order placement with your vendor to order delivery to your customer, mapping the complete journey of a product. Through accurate tracking of goods, businesses can minimize waste, analyze trends, and make better investment decisions.



Inventory Management for Perfex CRM
Inventory Management for Perfex CRM
Inventory Management for Perfex CRM


Module Features


  1. Product/Service Management : Inheriting from the items of Perfex CRM, this feature adds many other extended attributes such as product code, SKU, purchase price, sub-group, images, profit rate, sale price, warehouse, tag, barcode, product variant, styles, model, sizes, color, warranty, long description, …
  2. Bulk Import Products
  3. Bulk Import Opening Stock
  4. Print Barcode Labels
  5. Barcode Scanning
  6. Inventory Receiving Voucher Management
  7. Delivery Note Management
  8. Packing List Management
  9. Shipping Activity Logs
  10. Internal Delivery Note Management
  11. Loss & Adjustment Management
  12. Inventory Transactions Management
  13. Warehouse Management
  14. Reports:
    • Stock Summary Report
    • Inventory Analytics
    • Inventory Valuation Report
  15. Settings:
    • General Settings
    • Min/Max Safety Stock
    • Sale Price Settings
    • Product/Service Type Management
    • Product/Service Group Management
    • Product/Service Sub Group Management
    • Product/Service Unit Management
    • Color Management
    • Model Management
    • Sizes Management
    • Styles Management
    • Warehouse Custom Fields
    • Approval Process Management
    • Prefix Settings
  16. Integration:


Perfex CRM Inventory Management Demo


Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.


Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.


Version 1.0.0 / 2020-06-25

    Initial version

Version 1.0.3 / 2020-07-06

    Fix some bugs
    Add discounts
    Link inventory notes with invoices
    Displays the amount of stock in the delivery note
    Edit the price when creating a delivery note    
    Add Tax in the received/delivery note

Version 1.0.5 / 2020-07-08

    Fix minor bugs
    Add warranty attribute for item
    Add lot number
    Display additional warranty attributes (automatically calculated warranty period when out of stock) in the delivery note    

Version 1.0.6 / 2020-07-14

    Fix minor bugs
    Optimize item list.
    Add some columns in the import file    

Version 1.1.0 / 2020-07-26

    Fix minor bugs.
    Set the profit rate, the profit rate that can be applied on each item. From the profit rate, the selling price can be calculated in two ways: according to the profit margin of the purchase price or the profit margin of the selling price. 
    Support rounding the value of the sale price. 
    Support to automatically create inventory when having Purchase Order or create delivery receipt when sales invoice is available.
    Delete & rollback goods receipt, goods delivery.
    Autofill inventory information from purchase order.
    Autofill delivery note from sales invoices.
    Analyze current inventory value based on profit rate, purchase price & selling price.

Version 1.1.4 / 2020-08-19

    Add custom field for item
    Add tag for item
    Add feature to import and export internal warehouse
    Add feature to import inventory at the beginning of the period
    Add feature to import minimum inventory
    Add automatic inventory and expiration date alerts
    Add the attribute that categorizes products with inventory or services
    When updating or canceling the invoice, the quantity in the delivery note will be updated accordingly
    Add feature to delete Inventory delivery voucher, Inventory receiving voucher, item
    Add filters in the report
    Add task feature in Inventory delivery voucher and Inventory receiving voucher (Please read the attached instructions on how to add hook to use this function)
    Add prefix and next number for Inventory delivery voucher, Inventory receiving voucher, Internal delivery note and SKU
    Add approval process for Inventory Adjustment and Import & export internal warehouse

Version 1.1.7 / 2021-01-25

    Add Warehouse Management, custom fields for warehouse.
    Upgrade Inventory Receiving Voucher.
    Upgrade Inventory Relivery Voucher.
    Upgrade Internal delivery note.
    Add data reset feature.
    Add prefix for stock receipts, delivery receipts, internal transfer slip and sku.
    Add approval process for internal delivery, loss and adjustment.
    Display inventory for each different warehouse.
    Search item via barcode scanner.
    Create, update barcoded items and fill out the form via barcode scanner.
    Print the items barcode.
    Update documentations & videos.
    Additional languages: bulgarian, catalan, chinese, czech, dutch, french, german, greek, indonesia, italian, japanese, persian, polish, portuguese, romanian, russian, slovak, spanish, swedish, turkish, ukrainian, vietnamese.    

Version 1.2.5 / 2022-04-08

    Fix minor bugs.
    Update warehouse address according to international standards.
    Display the inventory quantity by each warehouse in the product list.
    Upgrade and optimize product search.
    Improve UI for inventory receiving voucher, delivery note, internal delivery note, and loss & adjustment features.
    Add product variant features.
    Add barcode scanning in product search, add products, receive vouchers, and delivery note features.
    Add barcode printing feature.    
    Add PDF export feature for internal delivery note.
    Add feature to manually add opening stock.
    Add shipping activity logs feature in the delivery note.
    Add feature to create partial or full delivery notes from sales invoices.
    Add packing list feature for delivery note.
    Support for PHP 8.x.

Version 1.2.6 / 2022-05-22

    Add the feature to create inventory receiving vouchers for orders returned from sales.
    Add the ability to create delivery notes for return orders from purchases.

Version 1.2.7 / 2022-05-25

    Fix minor bugs.
    Upgrade the warranty feature.
    Add warranty reports.
    Add the serial number management feature for inventory receiving vouchers.
    Add the feature to see detailed serial number for delivery note, packing list.    
    Add the shipping cost for delivery note, packing list.
    Integrate the sales return orders (Omni-channel sales module) and purchase return orders (Purchase management module).

Version 1.2.8 / 2022-06-21

    [Fixed] Updated currency for inventory receiving voucher and delivery note.
    [Updated] When deleting the delivery note, restore the serial number.
    [Updated] When deleting the delivery note, update it to the relevant sales order in the omnichannel sales module.
    [Added] The serial number can be manually selected when creating a delivery note.    

Version 1.2.9 / 2022-06-24

    [Updated] Update a shipment when creating a delivery note.    
    [Added] Add an option in settings to show all items in related select boxes.    

Version 1.3.1 / 2022-10-03

    [Updated] Barcode printing function.
    [Updated] Inventory valuation report.
    [Added] Upgrade serial number function for features: items, inventory receiving, delivery note, packing list, loss & adjustment.
    [Added] Integrate with Sales Agent Management module

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