Inventory can be separated into the following parts:

Products

“Products” represent the stock of goods in your inventory. You can split your list into several categories for a better overview.

Services

Service is free of charge for you, however, customers will need to pay for assistance. Services are rated as non-stock items and available to customers.

Price books

You can assign products and services to different Price Books. This can help you with controlling prices for your customers.

Vendor

A vendor can be a company or a person that supplies services or products to your company. A vendor can also be a manufacturer or a re-seller.

Purchase order

The Purchase Order is handled through to vendor to buy products or services. Purchase Orders contain the purchase order number, vendor details, product or service details, terms and conditions, prices, etc.

Calendar

With the Calendar you can plan and monitor your calls, meetings and to do’s. The Calendar will help you to plan well and to use your invested working hours optimally.

Mail Manager

The Mail Manager is designed for emailing clients straight from the CRM system. You can send emails directly to your leads, contacts and organizations. You can create an email campaign for maintaining better relationships with your customers easily.

Reports

The Reports provide an overview of your sales activities. You can choose the data of your interest and create plans on how to improve your sales process.

Users and Access Management

The user management functions are the core of the security management of the CRM system. They control the access to the CRM system based on the users privileges.

Studio

The Studio allows you to customize your master data and to modify the content of the pick lists in each individual module as explained in the following sections.

Communication Templates

Communication templates intend to assist you in working with the CRM more efficiently. The CRM allows you to create and to use templates for mails and documents, to set notifications for special events automaticaly and to manage your inventory.

Other Settings

With the help of the configuration functions, you may specify your company information, design the outgoing mail server and manage your backup access as well as your default currencies.

The Extensions Installer is a module within VT4You CRM which is used to install and update our extensions. All our extensions are available in one place.

Within a few clicks you can set up the extension for an immediate start. The release of a new extension version will be displayed in the Installer Extensions module as well as possible updates. Is a new extension available, you will be able to view this one in the list of extensions.