sign upInventory Management in e:corg
A comprehensive webinar on warehouse types, replenishment strategies, and inventory control in e:corg
Speaker:
Alexandru Urechean — e:corg Project Manager
This webinar provided a detailed overview of how e:corg can automate inventory management: from creating warehouse types and calculating replenishment needs to managing transfers and conducting inventory counts. Participants saw live interface demonstrations, configuration examples, and real scenarios of stock control.
Webinar Overview
The session covered:
- Creating customer orders with payment terms, delivery options, and currency settings.
- Working with contracts, individual discounts, and pricing.
- Approval workflows for non-standard conditions.
- Monitoring customer debts, credit limits, and blocking rules.
- Managing warehouse activities and partial shipments.
- Automatic generation of related documents and settlements.
- Building analytical reports on statuses and results.
The presentation included live demonstrations and answers to participant questions.
Price, Discount, and Payment Control
Features:
- Creating price lists and discount policies.
- Setting limits on total discount amounts.
- Launching approval workflows when conditions change.
- Flexible user access to modify terms.
All changes are recorded in the order history and available for review.
Managing Risks and Customer Debts
Topics:
- Automatic control of overdue payments.
- Checking credit limits before creating new orders.
- Blocking orders for delinquent customers.
- Configuring access rights to risk-related operations.
Warehouse Management and Order Cancellations
The system supports:
- Hiding orders from warehouse staff until shipment is confirmed.
- Partial deliveries according to the agreed schedule.
- Recording cancellation reasons for reporting.
Document Generation and Automation
Demonstration included:
- Automatic creation of invoices and delivery documents.
- Generating cash payment records.
- Integration with payment processors.
- Preparing documents for intermediary payments.
Analytics and Reporting
The webinar presented reports on:
- Order statuses (awaiting payment, awaiting shipment, closed).
- Aged receivables with overdue segmentation.
- Cancellation reasons by position.
- Profitability by manager, order, product.
Reports can be filtered and saved for business needs.
Benefits for Your Company
✔ End-to-end order management
From creation to automated settlement and closure.
✔ Risk reduction
Control over debts, limits, and approval workflows.
✔ Flexible configuration
Processes adapted to your business specifics.
✔ Data transparency
A full history of actions and documents in one place.