Web Based Inventory Management

Eptive provides Web Based Inventory Management solutions for your custom business needs. We complete sales cycle management by Integrating Inventory Management functions, such as Products, Price Books, Vendors, Sales Quotes, Purchase Orders, Sales Orders, and Invoices. We can also provide you with open hook integration with your CRM modules, such as Leads, Accounts and Contacts, and Opportunities. With these solutions you can achieve the seamless integration between pre-sales and post-sales activities.

Products Management

Setup and Manage organization-wide products
Integrate products with other modules for a better 360 degrees view
Import product details from other applications
Create custom product fields as per your organization’s requirements
Attach product-specific documents, such as collateral, license agreements, and others
Upload product images for easy identification
Export product details to spreadsheet software, such as Microsoft® Excel®, XML output or HTML Report for further analysis
Create Price Books as per customer segment and associate products with Price Books
Procure products from the selected vendors list

Sales Quotes

Track outstanding quotes from the quotes view list
Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
Select different prices for the same product as per customer segment
Create printer-friendly Sales Quotes and deliver to the prospect customers through E-mail service
Create Sales Order or Invoice with a single click from the Sales Quote
Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect
Display quotes related to accounts under the related list
Customize Sales Quote fields as per your organization’s requirements

Order Management

Streamline organization-wide procurement and fulfillment processes with integrated solution approach
Track outstanding orders from the orders list view
Procure products from the available Vendors/Manufacturers/Resellers list
Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse
Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements
Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders
Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically
Once the Sales Order is accepted, create Invoice from Sales Order with a single click
Periodically notify the stock position to the parties concerned in your organization so that stock is always available to fulfill the outstanding orders

Invoices

Track outstanding invoices from the Invoices view list
Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically
Customize Invoice fields as per your organization requirements
Create printer-friendly Invoices and deliver to the customers through E-mail service