Inventory

With the inventory module in Aegis CRM, you can manage and track your inventory including the warehouses that store the physical, tangible assets and intangible services you give or provide to donors. These items can be sold on an individual basis, such as at an event or on a web site, or included in your solicitation efforts as part of an appeal or response to a donation.

The assets and services you have can be used to create pre-packaged kits for improving the efficiency and effectiveness of your campaigns. Keeping all your inventory items including warehouses, assets, and services in Aegis CRM gives you everything you need to:

  • Track Assets
    • Monitor your current and backordered inventory levels.
    • Manage the vendors and suppliers who provide the assets and services to your organization.
    • Identify items that are for sale and those that provide services.
  • Increase Revenue
    • Offer gifts to donors who give a certain amount of money to generate more income.
    • Provide benefits to members who join at a higher level.
    • Give incentives to major donors for building relationships and securing a large gift.
  • Manage Costs
    • Track the per unit cost of your assets.
    • Analyze the cost versus value of assets.
    • Generate reports for managing inventory items.
  • Increase Efficiency
    • Establish policies and procedures for maintaining inventory levels.
    • Pre-package products using kits.
    • Incorporate warehouse and category best practices.