Manufacturing CRM Edition and Inventory
Bills of quantities and materials, production planning, material requisitions, requests for quotation, and multi-warehouse stock with transfers and adjustments.
MFG-01Getting Started with the Manufacturing CRM EditionManufacturing CRM edition only. The guided onboarding checklist described here is available only to accounts created with the Manufacturing CRM product type. Several steps also need the Purchase and…MFG-02Create a BOQ and Group It into a BOMAll editions. Requires the Manufacture add-on module to be enabled for your account by an Administrator. Standard in the Manufacturing CRM edition, and also used by the Solar CRM and Construction CRM editions,…MFG-03Plan Production and Record Finished GoodsAll editions. Requires the Manufacture add-on module to be enabled for your account by an Administrator. Standard in the Manufacturing CRM edition.MFG-04Raise and Approve Material RequisitionsManufacturing and Construction editions only. Material Requisitions is a core part of the operations flow for those two editions, but the feature and its menu entry are not present on other editions at all —…MFG-05Return Issued MaterialManufacturing and Construction editions only. The returns sub-flow is part of Material Requisitions (see MFG-04), which is enforced by product edition — it is not present on other editions at all. The stock…MFG-06Send an RFQ and Collect Vendor QuotesAll editions. Requires the Manufacture add-on module to be enabled for your account, and the Purchase module for the vendor and purchase order side. Standard in the Manufacturing CRM edition.MFG-07Convert an Accepted Vendor Quote into a Purchase OrderAll editions. Requires the Purchase add-on module for purchase orders and the Manufacture add-on module for vendor quotes. Both must be enabled for your account by an Administrator.
INV-01Set Up WarehousesAll editions. Requires the Purchase add-on module to be enabled for your account by an Administrator. Warehouse setup is part of the Manufacturing CRM onboarding, and is also used by the Solar CRM and…INV-02Enter Per-Warehouse Opening StockAll editions. Requires the Purchase add-on module to be enabled for your account by an Administrator. Part of the Warehouse & Inventory step of the Manufacturing CRM onboarding.INV-03Read Stock Levels, Reserved and Available QuantitiesAll editions. Requires the Purchase add-on module to be enabled for your account by an Administrator.INV-04Transfer Stock Between WarehousesAll editions. Requires the Purchase add-on module to be enabled for your account by an Administrator.INV-05Record Inventory AdjustmentsAll editions. Requires the Purchase add-on module to be enabled for your account by an Administrator.
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