CRM integrations and automation
Understand invoices, Purchase Management, projects, tasks, proposals, OmniSales, Quality Management, alerts and cron hooks.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand invoice and inventory integration
Review item availability, automatic delivery and cancellation synchronisation.
Understand Purchase Management integration
Review receipt creation after purchase-order creation or approval.
Relate tasks to receipts and deliveries
Use inventory receipt and delivery relationship types on tasks.
Use the inventory project tab
Review inventory information added to supported project records.
Use the active proposal integration
Use proposal item and attachment integration that is compiled on in this build.
Understand the disabled legacy proposal-customer branch
Do not expect the old-customer proposal conversion controls because ACTIVE_PROPOSAL_OLD_CUSTOMER is false.
Understand disabled Brand, Model and Series settings
Do not expect those settings because ACTIVE_BRAND_MODEL_SERIES is false.
Understand Quality Management integration
Review quality-related release and stock effects where the optional module is installed.
Understand OmniSales integration
Review order-detail shipment buttons and shipment creation hooks.
Configure minimum-stock cron warnings
Set thresholds, recipients and email template inputs used after cron runs.
Understand inventory-warning email merge fields
Use the registered item warning merge fields in the email template.
Understand automatic currency-rate cron updates
Review the after-cron-run currency-rate action.
Understand temporary import-error cleanup
The module includes cleanup for older generated error files.
Use Reset Data only with full authorisation
Understand the destructive settings action and verify scope before confirming.
Show product images in inventory PDFs
Enable supported image output and verify PDF size and rendering.
Configure CRM email for inventory documents
Use the global SMTP/email settings required by send actions.