INVOICE & INVENTORY MANAGEMENT

Salient Features

1**. Introduction:** The Invoice and Inventory Management System is a comprehensive tool designed to streamline business operations related to customer management, invoicing, inventory tracking, data analysis, and stock alerts. This documentation provides detailed information on the system's features, installation, configuration, and usage.

2**. Getting Started:**

• Installation:
  • Login to your bubble account, from a marketplace search about our “Invoice & Inventory Management.
  • Install the template, and configure it according to your needs, that’s it.

3**. Features:**

• Add Customers:
  • Easily add and manage customer information.
  • Store customer details, including name, contact information, and address.
  • Access a centralized customer database for quick reference during invoicing.
• Invoice Creations:
  • Generate professional invoices with ease.
  • Customize invoice templates with your company logo and details.
  • Track payment status and due dates.
  • Send invoices directly to customers via email.
• Inventory Tracking:
  • Keep track of product stock levels.
  • Add, update, and remove items from the inventory.
  • Set minimum stock thresholds for automatic stock alerts.
  • Monitor product availability and sales trends.
• Data Insights:
  • Access detailed reports and analytics for informed decision-making.
  • View sales trends, customer purchasing patterns, and revenue insights.
  • Generate financial reports for tax and accounting purposes.
• Stock Alerts:
  • Receive real-time alerts for low stock levels.
  • Set custom alert thresholds for each product.
  • Ensure timely restocking to prevent product shortages.

4**. Usage:**

• Customer Management:
  • Navigate to the customer management section.
  • Add, edit, or delete customer records.
  • Retrieve customer details quickly during invoice creation.
• Invoice Creation:
  • Access the invoice creation module.
  • Fill in customer details, product information, and pricing.
  • Review and finalize the invoice before creating it.
• Inventory Tracking:
  • Use the inventory tracking interface to manage products.
  • Update stock levels, add new products, or remove discontinued items.
  • Set stock alerts to ensure timely restocking.
• Data Insights:
  • Explore the data insights dashboard.
  • Analyze sales trends, profit loss statements and financial performance
  • Download reports for further analysis.
• Stock Alerts:
  • Configure stock alert settings in the system.
  • Receive notifications when products reach the specified minimum stock levels.
  • Take prompt action to replenish low-stock items.

5**. Frequently Asked Questions (FAQs):** Find answers to commonly asked questions about the Invoice and Inventory Management System.

6**. Contact and Support:** For additional assistance, contact our support team at [email protected]. We are here to help you with any queries or issues.