Warehouse Management in keyCRM | Track Stock Levels

Selling products that are out of stock

Sometimes customers order a product from your store or a marketplace even though it’s no longer in stock. Turning down the order can cost you a sale and damage customer loyalty — all because stock levels weren’t clear.

Too much manual work and wasted time

Reserving, receiving and writing off products, importing stock levels and updating availability on marketplaces — all of this takes time when done manually.

Reserving products is complicated

Sometimes you need to reserve a product without deducting it from stock. How can you keep this information up to date across your stores, warehouse and accounting system so that both your team and customers can see it?

Managing multiple warehouses gets messy

It’s difficult to keep stock levels up to date across several warehouses. Many CRM systems don’t let you add multiple warehouses.

Planning without enough information

Without a history of stock movements, it’s hard to understand what’s happening with your stock or plan purchases, production orders and logistics in time.

Human error: mistakes and missed updates

With a large product range or sales across several platforms, it’s easy for employees to get confused or forget to update stock levels and check availability. This can disrupt your sales.

Track and sync stock levels

keyCRM shows what products are in stock, how many there are and which warehouses they’re in. Stock levels are automatically sent to marketplaces, so there’s no need to update them manually. You won’t have to deal with orders for products that are out of stock.

Automatically reserve and deduct products

Set up automations in your CRM to reserve a product when an order reaches a specific status. Everyone working in the system can see that it’s reserved. When the order moves to the next stage — for example, when payment comes in — the product is automatically deducted from stock. Quick and easy.

Keep a complete history of stock movements

See who changed product details or carried out a stocktake, and when they did it. Track stock levels, sales, goods received and returns. Review stock movement history to plan purchases more effectively.

Multiple warehouses? No problem!

Unlike many CRM or warehouse management systems, keyCRM lets you add up to 25 warehouses and choose which one to ship each order from. You can even assign a specific marketplace or online store to a particular warehouse.

Keep your team’s work under control

keyCRM works for warehouse staff and couriers as well as managers. Add as many users as you need at no extra cost. You can restrict access to sensitive data, such as supplier contact details or purchase prices. The system keeps an activity history, so you can see who did what and when.

SKUs and barcodes

Use SKUs and barcodes to manage warehouse stock. You can also use a scanner to find products faster: place the cursor in the search field and scan a SKU or barcode to find the product instantly.

Stocktaking in CRM

With keyCRM, it’s easy to check the actual quantity of products in your warehouses and compare it with the figures in your system.

You’ll always know your current stock levels, so you can plan purchases or production accurately.

Use a scanner to quickly add or find products by SKU or barcode.

One product in your warehouse, multiple marketplace listings

In keyCRM, one product in your warehouse can be linked to different product listings on marketplaces.

This lets you see which stores sell each product, what it’s called in each listing and how much it costs — all from your warehouse management account.

Learn more about keyCRM

The best way is to sign up and try it out. It’s easy, and you can use the system free for up to 30 days. Still have questions? Check out our Knowledge Base. Want to talk? We’re here to help — message us in the chat.

Receive products in CRM

Record incoming products right in keyCRM. Update stock levels and purchase prices quickly and easily.

Transfer products between warehouses

Move stock from one warehouse to another in the system. Rebalance your inventory, make better use of your warehouse space and improve logistics.

Export products to other systems

To sync with other warehouse management software, send stock levels from keyCRM through the API. You can also import data from a file: upload an Excel spreadsheet, and keyCRM will identify the products.

Sales analytics in CRM

View detailed sales statistics for every product and product variant in keyCRM. Analyze sales volume, average order value and product popularity over any period, across all stores or a specific store.

Talk, sell and manage your business on the go

keyCRM on your smartphone. Download the mobile app for iOS and Android.

The app does not replace the desktop version of the system. Some sections are still in development.

Bulk actions in CRM

Quickly handle common tasks in retail:
● Merge and copy orders● Record payments and add products● Automatically link products from marketplaces

A wide range of order fields

keyCRM includes the order fields you need for e-commerce, plus:
● Customer comments and personalization details● Gift messages and packaging options● File uploads to orders, tags and more

Quick templates

Set up templates for printing and exporting orders:
● Print orders for production● Export data for more detailed analytics● Configure exports for use in other applications

Automated shipping

All modules are built in — no need to buy plugins or hire a developer:
● Create shipping labels in one click● Track parcels automatically● Update order statuses based on delivery statuses

Omnichannel communication

All the tools you need to communicate with customers are in one system:
● Messaging apps, phone calls and email● Create an order or customer profile directly from a chat● Keep track of unread messages

Customer database management

Keep your customer database under control with customer profiles, order history and statistics:
● All customer details in one profile● Automatically find duplicates to keep your database clean● Distinguish between the buyer and the parcel recipient

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Warehouse management in CRM

● Track product stock levels● Sync stock between your store and warehouse● Reserve products automatically● Manage stocktakes and goods receipts

How keyCRM helps solve these problems