Inventory Management — OpenCRM | Products, pricing, orders & invoices
🇬🇧  Inventory Management

Products, pricing and orders, under control.

Manage product pricing — plus Quotes, Sales Orders and Invoices — with integration to Sage50 and Xero.

Build detailed product records, hold contract pricing in pricebooks, protect your margins, and let OpenCRM run the whole sales-order process. Use quotes, sales orders, invoices or purchase orders — however your business works — all on one simple price.

OpenCRM Inventory Management
01

Manage your products easily

Customise your product records using as many custom fields as you need, alongside the structured information available by default.

Filter Products by any of the information you hold — buy price, sell price, commission rate, category, manufacturer, supplier and more.

Records that fit you

Unlimited custom fields

Add whatever detail your products need.

Filter by anything

Price, category, manufacturer, supplier and more.

Structured by default

Sensible defaults out of the box.

02

The information important to you

For each product, specify the start and end date, the tax class and currency prices, and price check dates to keep your pricing up to date.

Everything you need to keep pricing accurate and current lives on the product record itself.

Pricing kept current

Start & end dates

Control when pricing applies.

Tax class & currency

Set the right prices per product.

Price check dates

Prompts to keep pricing reviewed and fresh.

03

Who’s buying what

Track Products on the company record to see what’s been sold or quoted, with the most recent quoted or sold price displayed.

Easily include any of these Products again in another quote or sales order — no searching, no re-keying.

History on the record

Per-company products

See what each customer has bought or been quoted.

Latest price shown

Most recent quoted/sold price at a glance.

Re-add in a click

Drop products straight into a new quote or order.

04

Keep your promises

Create pricebooks to hold unique pricing and assign them to a customer to maintain contract prices. Prevent Products from being sold under the buy price.

Create product titles based on your own rules, and automatically generate product codes — keeping everything consistent and on-brand.

Contract pricing, protected

Customer pricebooks

Hold and assign unique contract pricing.

Never below buy price

Stop products being sold at a loss.

Auto titles & codes

Generate product names and codes by rule.

05

Integrate with your orders

Let OpenCRM manage the sales-order process — filter on statuses with reminders so nothing stalls.

Stop products being sold under minimum agreed prices, including setting minimum margins, so every order protects your bottom line.

Orders that protect margin

Managed process

Run the whole sales-order flow in OpenCRM.

Status reminders

Filter and get prompted so nothing stalls.

Minimum margins

Block sales below agreed prices or margins.

06

You decide what’s best

OpenCRM offers real flexibility — you decide whether to use quotes, sales orders, invoices or purchase orders.

You get all of these modules with our simple pricing, so you can shape the process around how your business actually works.

Flexible by design

All modules included

Quotes, orders, invoices and purchase orders.

Use what you need

Turn on only the parts that suit you.

One simple price

Every module, per user, no surprises.

Inventory management questions, answered

The common things teams ask before managing products and pricing in OpenCRM.

What is inventory management software?+

Inventory management software helps businesses track products, pricing, stock levels, quotes, sales orders and invoices from a central system. It provides greater visibility over inventory data and helps ensure accurate information is available across sales and operational teams.

How can inventory management software improve business efficiency?+

It reduces manual administration by centralising product information, automating key processes and providing visibility into stock and pricing data — allowing teams to work more efficiently while improving accuracy across sales and fulfilment.

Can inventory management software integrate with accounting systems?+

Yes. OpenCRM integrates with accounting platforms such as Sage50 and Xero to keep product, sales, invoicing and financial information connected — reducing duplicated data entry and improving consistency between departments.

What features should I look for in inventory management software?+

Look for product management, stock tracking, pricing controls, sales order processing, invoicing, reporting, reorder management and integration with other business systems — capabilities that help you maintain control of inventory while supporting future growth.

Do I have to sign a long contract?+

No. OpenCRM subscriptions are based around the accepted principle of Pay As You Go. In other words, you pay a monthly subscription in advance and can cancel at any time.

Ready to take control of your inventory?

See OpenCRM’s Inventory Management in action, or start your free trial today — no up-front commitment, no hidden fees.