Manage your vendors and inventory, build price books, create quotes, sales orders, and invoices that automatically deduct from available stock, and for which you can request online payments from customers that are tracked against their outstanding invoices. Finally, synchronize quotes and invoices across to Quickbooks, Xero, or other accounting systems.
Vtiger’s inventory management system captures all information about products and services, including serial numbers, pictures, descriptions, prices, stock numbers and more. Link those to vendors for quick purchase order creation when stock is low.
If you want to price products differently based on customer segment, region, or another criteria, use Vtiger’s price books to ensure that your teams consistently present the most appropriate prices to customers.
Vtiger’s templates builder allows you to build quotes, invoices, purchase and sales orders to spec, which include your company logo and addresses. Send them to customers via email in a single click, and find them in related contact or opportunity records. Approved documents automatically deduct from inventory stock and can be synchronized with Quickbooks, Xero, and other accounting software.
You’ll never have an easier time managing outstanding payments. Send online payment requests to customers, which after being paid, reflect against their outstanding invoices in Vtiger’s payments module. Quotes and invoices can also be seen by customers by logging into Vtiger’s private customer portal.