KB: Managing Your Inventory

Introduction

When your business needs to maintain a product & part inventory, the needs arises to have CommitCRM have the ability to talk to your Inventory Solution software, in order to keep your inventory lists up to date. Using CommitCRM, you can have the system easily update your inventory without having to manually enter the information again into your inventory software.

Suggestions

The items stored in CommitCRM are only kept for billing purposes, and are not used in any inventory tracking capacity; however, the charges can be used to pass quantity information to 3rd party inventory solution software. For now, customers who also manage inventory have 3 alternatives that are usually enough.

Export

• By exporting your charges, you can later import the charge list into a 3rd party inventory application, which will automatically correct the inventory list according to the imported list. This method can be done once a day/week, or even a few times a day.

• For more information regarding Importing & Exporting, please click here.

ODBC

• Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from CommitCRM directly into your Inventory Solution, which will automatically adjust the quantities in your inventory accordingly, as long as your Inventory Solution supports ODBC. The ODBC driver handles all communication of data between your database and the 3rd party software you want the information to go to. The CommitCRM ODBC only supports information being read from the CommitCRM database. The ODBC is free and open to all customers who wish to use it, the best practices for use with the ODBC can be found in the link below.
• The ODBC is an advanced option, and should be used if you've have had experience with getting ODBC applications to talk to each other.

• For more information regarding CommitCRM ODBC, please click here.

QuickBooks

• You can use the Commit QuickBooks Link to generate QuickBooks invoices right from within CommitCRM and based on the charges logged into CommitCRM. Inventory items in QuickBooks, which are in sync with CommitCRM’s items that were selected to be charged in CommitCRM, will affect inventory levels when transferred to QuickBooks as an invoice line.

• For more information regarding the Commit QuickBooks Link, please click here.

See Also

• Billing Lifecycle
• Quickbooks Link User Guide
• ODBC Data Retrieval
• Import & Export User Guides