Leads and inventory

Do you have these?#

Leads and inventory are extra parts of CoreSync. Their menus only appear when your ISP has them:

Avitech switches these on for your account, or they come with your CoreSync package. See the pricing page, or ask us.

Add a lead#

A lead is someone who might become a customer: a walk-in, a referral, a call about coverage. Add them before you forget them.

1. Open CRM → Leads and press Add Lead.
2. Type their Full Name and Phone. Pick the Source, such as WALK IN, REFERRAL or FIELD SALES.
3. Add what you know: Zone, Address, Interested Plan and Expected Value / mo.
4. Pick who follows up under Assigned To, and when, under Next Follow-up. Then press Create.

Some leads arrive on their own. When a hotspot customer asks for home internet from their hotspot account, they appear here with the source HOTSPOT.

Work the pipeline#

The board has a column for each stage. The cards show who's assigned and whether a follow-up is due.

1. Click a lead to open its details on the right.
2. Under Move Stage, press the stage they've reached.
3. Under Activity, pick Note, Call or Visit and write what happened. Everyone sees the history, with who logged it and when.
4. If they say no, press Mark Lost and give the reason, such as “no coverage”.

Switch between the board and a table with the buttons at the top. The chips above show the total, how many you won, and how many follow-ups are overdue. Search by name, phone or email, or filter by Stage.

Turn a lead into a subscriber#

1. Create the subscriber first, on the Subscribers page, using the lead's details. See Subscribers.
2. Back on the lead, press Convert.
3. Under Link Subscriber, search for the new subscriber and pick them. Press Convert Lead. The lead moves to Won.

With CRM on, each subscriber's page also has a Customer 360 tab: one timeline of everything that happened with that customer, and your team's notes. It needs View Customer 360 to see, and Edit Customer Notes to add notes.

Set up warehouses and items#

Do this once, before you count any stock.

1. Open Inventory → Warehouses and press Add Warehouse. Pick a Type: Warehouse, Shop, Vehicle, Technician or Other. For a vehicle or a technician's own stock, pick the Owner (technician).
2. Open Inventory → Items and press Add Item for each thing you stock, such as an ONU model or drop cable.
3. Pick the Tracking. Serialized is for things with a serial number, like ONUs and routers. Bulk is for things you count, like metres of cable or connectors.
4. Set a Reorder Level. When stock falls below it, the item shows under Low Stock Items. Press Create.

To stop using an item or warehouse, archive it. Its history stays.

Receive and move stock#

1. Open Inventory → Stock and press Receive Stock.
2. Pick the Item and Warehouse. For serialized items, paste the serial numbers, one per line. You can add the MAC after a space. For bulk items, type the Quantity.
3. Add the Unit Cost and a Reference, such as the supplier's invoice number. Press Receive.

The Serialized Units tab lists every unit with its status and location. Bulk Levels shows how much of each bulk item each warehouse has.

• Transfer moves bulk stock between warehouses. For one unit, use its menu and pick Transfer to Warehouse.
• Adjust is for a stocktake. Type the Counted Quantity and a Reason. CoreSync records the difference.
• Change Status, in a unit's menu, marks it faulty, lost, sold and so on.

Issue, install and return (Inventory Plus)#

With Inventory Plus, you can follow each unit from the store to the customer's house:

• Issue to Technician: hand a unit to a technician before a job.
• Deploy to Subscriber: record which customer it was installed at.
• Return to Stock: bring it back into a warehouse. Tick Mark as faulty if it's broken.
• Consume: use up bulk material, such as 40 metres of cable. Put the ticket number in Reference.

These need the Inventory Plus module. With it, the first three are in each unit's menu on the Stock page, and Consume is a button at the top. Without it, the Stock page has Refresh, Transfer, Adjust and Receive Stock only.

See where everything is#

Inventory → Overview counts your units: In Stock, Issued to Technicians, Deployed and Faulty. Below, Low Stock Items lists what's under its reorder level.

Inventory → Movements is the full history: every receive, transfer, issue, return, install, adjustment and write-off, with dates and references. Filter by Type, Item or Warehouse.

Suppliers and purchase orders (Inventory Plus)#

1. Open Procurement → Suppliers and press Add Supplier. Add their name, contact person, phone and email.
2. Open Procurement → Purchase Orders and press New PO. Pick the Supplier, an Expected Date, and add a line for each item with its Qty and Unit Cost. Press Create PO. It starts as a draft.
3. Open the PO and press Mark Ordered once you've sent it. Changed your mind? Cancel PO works while it's still a draft.
4. When the goods arrive, open the PO and press Receive Goods. Pick the warehouse and enter what came: serial numbers or quantities. If only part came, the PO shows PARTIALLY RECEIVED until the rest arrives.

Receiving goods on a PO adds them to stock, so you don't receive them twice.

Common mistakes#

• Converting a lead before the subscriber exists. Create the subscriber first, then link it.
• Making ONUs bulk items. Use Serialized, so you can see where each one is.
• Receiving PO goods with Receive Stock as well. Use Receive Goods on the PO only, or you count them twice.
• Never doing a stocktake. Count the store now and then and use Adjust, so the numbers stay true.
• Forgetting stock when a technician leaves. Return what was issued to them before you deactivate their account.