Inventory Management & Data-Driven Automation for Concord CRM

Complete Warehouse, Stock & WIP Control

Our module extends Concord CRM with a full warehouse and stock management system. From goods receipt to shipping and work-in-progress tracking, manage your entire inventory lifecycle without leaving your CRM. Lightweight, fast, and designed for businesses that require structured stock control inside a familiar Concord interface.

Key Features

• ✔️ Receive Goods
  Record incoming stock with detailed receipt entries. Automatically generate stock records upon confirmation.


• ✔️ Warehouses & Bins
  Organize and store products across multiple warehouses and bins for precise stock placement and tracking.


• ✔️ Stock Ledger
  Maintain a full history of stock movements including additions, deductions, transfers, and returns with audit trail logging.


• ✔️ Picking, Packing & Shipping
  Create shipments, manage picking and packing stages, and finalize with shipping confirmation. Stock quantities are deducted automatically upon shipment.


• ✔️ Returns Management
  Handle both supplier and customer returns efficiently with corresponding stock adjustments.


• ✔️ Work In Progress (WIP)
  Track in-production items, assign start and end dates, consume materials, and mark completion for finished goods.


• ✔️ Reports & Analytics
  View inventory valuation, stock level reports, and movement summaries. Identify low-stock alerts instantly.


• ✔️ Permissions & Activity Logs
  Integrated with Concord CRM’s permission system. Admins can enable or restrict access and track all actions performed by staff members.


• ✔️ Optional Integrations
  – Fully functional as a standalone module
  – Optionally integrates with the Invoicing Module (auto-generate invoices on shipment)
  – Optionally integrates with Purchase Module (convert purchase orders into receipts)

Ideal Use Cases

This module is designed for modern businesses that rely on accurate and transparent inventory operations:

• Wholesale & Distribution – Manage goods receipts, stock movements, and shipments.


• E-commerce Fulfillment – Synchronize CRM sales with your inventory workflow.


• Manufacturing – Track Work In Progress and finished goods efficiently.


• Service Companies – Manage consumables, parts, and operational materials easily.

✉️ Professional Support & Easy Installation

Quick setup takes only a few minutes to install, activate, and have a fully operational CRM invoicing integration running smoothly.

For any technical questions or customization needs, contact our expert support team through our dedicated support portal.
Our technical support specialists provide prompt assistance and comprehensive solutions for all Concord CRM invoicing module inquiries.

Version 1.0.0