Our integration with your Inventory Management/Accounting System allows us to import stock levels from all warehouses. These stock levels help us calculate the available stock level for each product. This stock level is helpful for Sales staff when entering sales orders in terms of stock allocation. Below is a screenshot of where the available stock level appears when entering a quotation or sales order.
In some cases, you may not want to include all warehouses in the Available Stock Level shown within the CRM. Within the Settings Centre, you can configure which warehouses are included in this stock level.
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Navigate to Configure Available Stock Warehouse Setting
Go to the Configure Available Stock Warehouse Setting here.
Step 2: Add Required Warehouses
Click the plus button in the top right-hand corner to add the warehouses you wish to be included in the Available Stock Level.
If you have more than one operating company connected to Prospect CRM, a pop-up will appear so you can select the operating company that the warehouse is set up for. Then, select the warehouse that you wish to include in the Available Stock Level.
Once happy with your selection, click 'Create'.
If you have more than one warehouse that you wish to include in the Available Stock Level, simply repeat the above steps until all warehouses are added.
Step 3: Remove 'Any Warehouse' from Available Stock Level
Finally remove the 'Any Warehouse' from the Available Stock Level by clicking the bin icon. This will ensure only the warehouses that you've added to this setting are included in the Available Stock Level.