Create your own product catalog to easily reference for quotes & invoices. The 1CRM Product Catalog supports both products and product assemblies or kits. You can also use this built-in 1CRM integration to sync it up with your WooCommerce store. Or use the Magento integration and sync with that!
Quotes & Invoices
1CRM enables you to create custom quotes & invoices on-the-spot. The system supports multiple layouts, multiple tax rates, group and line item discounts, price tuning using margin or markup, plus a quote approval workflow if required. The PDF Form Designer (Enterprise) can also be used to make custom layouts. Want to learn more about Order Management and what it really is? See details here.
Sales Orders may be created as an intermediate step between Quotes and Invoices. Packing Slips and Order Confirmations may be produced and emailed as PDFs. Each Sales Order can generate one or more Invoices. Purchase Orders may be created from Sales Orders and automatically emailed to suppliers. The Purchase Orders list view highlights any overdue items, and an Open Purchase Orders Report lets you track all outstanding POs.
Define multiple price books, and assign a default price to each client. Now you can cater to a mix of retail and distribution clients, or smaller vs. larger clients, with a convenient price book for each pricing channel or level.
1CRM has the ability to track inventory movements and levels at multiple warehouse locations. It does this through the use of the Shipping and Receiving modules, which record stock movements from Suppliers to the business, and from the business out to Customers. You can even print off packing slips!
1CRM ensures that your finances stay in order by managing and tracking bills through their life-cycle. Overdue bills are highlighted for quick attention, and you can simply click to record outgoing payments. Each Bill shows the original amount, as well as the current balance payable after any outgoing payments have been applied.
Discounts & Credit Notes
Keep your clients happy with discounts and credit notes! Simply apply credit notes to reduce the Amount Due on the invoice, or if the invoice has already been paid in full, outgoing payments can be made. Create discounts for quotes or invoices of fixed amounts or percentages to hold special promotions, or treat your VIP & high volume customers!