Pending Stock Unit Template

customertrax 1. Handle CRM 1.0, x. Uncategorized

During the sales and delivery process, several steps need to happen. One is the transfer of the incoming Trade to an active Stock Unit. Typically, this is a very manual, very redundant process. But most of the key information that is needed to input this unit into the business system already exists.

Handle eliminates this duplication, speeding up the entry and approval process. Making it quick and easy to take in trade units, get them into inventory, and resold.

  • Create Pending Stock Units from Trades (Account Equipment)
  • Submit Pending Stock Units for approval
  • On approval, direct integration with business system will create the unit in inventory, sync all information, and link new stock unit to the original pending stock unit form.*

*relationship will only be created if serial numbers match



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customertraxPending Stock Unit Template