Inventory management Features: TDS CRM has integrated inventory management features that seamlessly integrates the pre- and post sales activities. Lots, offers, products, invoices, quotes and order management are its main sub-modules which assist the company in managing its inventory. Here is a brief overview about features of these sub-modules.  Product management: This module contains the record of all the products of the company. It stores all the information about the product including its pricing, commission rate, and stock quantity, etc. The information stored is readily available so as to assist the sales staff to apply this information in support, marketing and other activities. The Product management module of TDS CRM provides the following features.

• It manages and organizes information about all the products.
• It allows the users to import the product details from other programs and application.
• It links the products with other modules.
• Product fields can be customized to match the organizational needs.
•  For further analysis, product details can also be exported to spreadsheet software, such as Microsoft Excel.
•  It allows users to attach the product related documents such as license agreements, and user manuals, etc.
•  Users can upload the images of the products for identification.
•  It helps in creating price books for different customer segments and classifies products according to price books.
•  It ensures product procurement only from preferred vendors list. Quotes: This function of TDS CRM automates the process of generating quotes for the customers. Some of the features provided by this module are:
•  It enables the users to customize the quote fields up to their organizational requirements.
•  All the calculations are performed automatically. The system itself takes care of discounts, taxes or any other required adjustment.
•  It keeps the record of unsettled or unresolved quotes from the list view.
•  It selects prices according to the price books.
•  It creates printable quotes. Quotes can also be delivered to the customers through the built-in email service.
•  It allows users to export the quotes directly in PDF format.
•  Users can also create invoice or sales order from the quote.
•  It avoids the duplicate records by specifying billing and shipping address information separately.
•  The quote stage history keeps the users updated about the status of the quote.
  
  • Order Management (PO and SO): This module of TDS CRM is equipped with the following features which ensure the smooth order processing.
•  It integrates the fulfillment and procurement processes of the organization.
•  It keeps check on the pending orders from the order list view and process them priority wise.
•  It ensures procurement of products from the best vendors, resellers or manufacturers listed in TDS CRM.
•  It provides updated information about the status of inventory in stock.
•  Users can customize the fields of sales order (SO) and purchase order (PO) according to their organizational requirements.
•  All the calculations are performed automatically with the required adjustment of taxes or discounts, etc.
•  Sales orders are produced in printable form. They can be exported to the PDF format and can also be delivered to the customers through the TDS CRM email service.
•  After the approval of sales order, users can convert the sales order in to invoice just with a single click.
•  It ensures availability of stock by generating automatic updates to the concerned people about the stock position.
• Invoices: TDS CRM offers a set of functionalities to support the invoice generation process. Following are the features of TDS CRM which helps in creating invoice.
•  It takes the information about outstanding invoices from the list view and processes them accordingly.
•  It creates printer friendly invoices that can also be exported in PDF format or can be delivered to the customers through the built-in email service.
•  Invoice fields are totally customizable and can be adjusted according to the organizational requirements.
•  It keeps separate records of billing and shipping address information to avoid any sort of duplication.
•  It connects the invoices with the general ledger for convenient book keeping.