Inventory Management
Additional Perfex CRM Module
The Inventory Management Module transforms Perfex CRM into a complete stock and warehouse management system. Track products from supplier purchase to customer delivery — with barcode scanning, warehouse control, stock movement tracking, valuation reporting, and real-time inventory analytics.
What Is the Inventory Management Module?
The Inventory Management Module gives your business full control over product movement across the entire supply chain. From vendor purchase to warehouse receipt, internal transfers, customer delivery, returns, and adjustments — everything is tracked inside Perfex CRM.
It eliminates:
- Spreadsheet-based stock tracking
- Uncontrolled shrinkage and loss
- Unclear stock balances
- Manual reconciliation
- Overstocking and understocking
- Poor purchasing decisions
Instead, it gives you structured, real-time stock visibility.
Why Choose Inventory Management?
Full Stock Control
Track products from supplier to customer with complete visibility.
Multi-Warehouse
Manage multiple warehouses with location-specific stock levels.
Barcode Scanning
Generate, print, and scan barcodes for fast and accurate tracking.
Real-Time Analytics
Stock summaries, valuation reports, movement tracking, and alerts.
Lifecycle Tracking
Track purchases, transfers, deliveries, returns, and adjustments.
CRM Integration
Fully integrated with Perfex invoicing, purchases, and workflows.
Integration Capabilities
This module integrates seamlessly with other Perfex modules for end-to-end supply chain visibility.
Modules:
- Purchase Management Module
- Manufacturing Management Module
- Affiliate Management Module
Benefits:
- Automated stock updates from purchase orders
- Production stock control
- Accurate cost of goods sold tracking
- End-to-end supply chain visibility
Complete Product Lifecycle Tracking
Track the full journey of a product. This creates accountability and transparency across your business.
- Order placed with supplier
- Stock received into warehouse
- Internal transfers
- Customer delivery
- Returns and adjustments
- Warranty tracking
Core Features
Product Management
Product code, SKU, purchase/sale price, profit margin, variants, styles, sizes, colors, warranty, images, and tags.
Warehouse Management
Multiple warehouse support, warehouse-specific stock levels, internal delivery notes, and stock transfers.
Stock Receiving
Inventory receiving vouchers, delivery notes, packing lists, shipping logs, and return management.
Barcode System
Generate barcodes, print labels, scan via barcode scanner, and link barcodes to product variants.
Loss & Adjustment
Stock adjustments, loss management, damaged goods recording, and full audit trail.
Reports & Analytics
Stock summary, inventory analytics, valuation report, warranty report, movement report, and balance report.
Inventory Controls
Min/max safety stock, low stock alerts, sale price rules, product groups, and approval workflows.
Lifecycle Tracking
Track from vendor purchase to warehouse receipt, internal transfers, customer delivery, returns, and adjustments.
Multi-Location
Support multi-branch operations with warehouse-specific stock levels and internal transfers.
Integration Ready
Integrates with Purchase Management, Manufacturing Management, and Affiliate Management modules.
Pricing
ℹ️ This module requires Perfex CRM Core Module to operate.
R4,500
Once-Off License
Support & Updates
Per month (Hosting, Support & Maintenance)
Hosted Clients
R750 /month
Why This Module Matters
Inventory is cash. If you cannot see what you have, where it is, what it’s worth, and how fast it moves — you cannot control profitability.
Without Inventory Control
- Spreadsheet-based tracking
- Uncontrolled shrinkage
- Unclear stock balances
- Manual reconciliation
- Overstocking & understocking
- Poor purchasing decisions
With This Module
- Real-time stock visibility
- Reduce overstocking & dead stock
- Prevent stock-outs
- Improve purchasing decisions
- Reduce inventory shrinkage
- Strengthen financial reporting
Take Control of Your Inventory
If your business sells physical goods, manages warehouses, or holds stock, spreadsheets are no longer enough. The Inventory Management Module gives you structured, real-time, scalable inventory control fully integrated into your CRM ecosystem.