Reserve products
Product reservation allows you to fix an item for a customer. Now you can see not only the number of items in stock, but also how many of them customers plan to buy in the near future.
Teams | Collaboration | Customer Service | Project Management
Collaborating To Help Teams Work Better In The Modern Workplace
February 2022
Configure Bitrix24.BI Analytics
Bitrix24.BI-Analytics is a new tool that allows you to use leading analytical packages to create reports in Bitrix24. Build PowerBI or Data Studio reports based on the CRM data (leads, deals, conversions, etc.) inside your Bitrix24 account (Bitrix24.BI-Analytics explained). Connect your analytics system and transfer data from Bitrix24. Then create a report in Microsoft Power BI or Google Data Studio, post it in your account and share it with your team.
New CRM form list
We have redesigned the CRM Forms page. It has become more convenient and informative.
Write offs
In the Write-offs section, you can account for the loss of products. If some goods were damaged during delivery, you can enter this information into the system to correct balances in the warehouse.
Stock transfer
With the help of transfer documents, you will know where the products you need are and can distribute them between warehouses in time.
Stock adjustment
To specify the information about inventory balances, use the Inventory document. You will be able to enter the products in the system, and add current balances and stock.