JAI CRM
Home Release notes Items get photographs, categories, a stock figure and variants

Items get photographs, categories, a stock figure and variants

A stock figure people can set, recorded as a movement with a reason, so it can never drift from the ledger behind it.

14 days free · nothing to install · your data exports whenever you want

SellingBuyingDeliveringAccounting

Photographs, and one of them the main one

An item can have as many photographs as it needs and one of them is marked the main one, the one that shows in the item list, in the picker and on a quotation line raised from it. Marked, rather than assumed, because “the first one uploaded” is not a decision anybody made.

They can be chosen while creating an item, not only after saving it. An upload needs something to attach to and a create form has nothing yet, so the files are held, previewed, and sent the moment the item has an identity. Each can carry a caption: what the photo is of, when that is not obvious. It is the difference between a gallery and a pile.

And the rest of it

▤

Categories with a screen

Inventory → Categories. The tree on the left, what is in the one you clicked on the right. Create, rename, move, and import a list of them by pasting it: a category on a line, a subcategory indented under it.

⛁

A stock figure you set

Enter what you actually counted. It does not overwrite a number: it records the difference between what the ledger says and what you found, as a movement with your name and your reason on it. That is why an item has no stock column: a figure with no movements behind it drifts, and then two screens disagree.

⌗

Variants, the way a shop means them

Give an item options (Size, Colour) and every combination becomes an item with its own SKU and its own stock. Combinations that already exist are left exactly as they are, because their prices and their stock are real.

Two descriptions

A short one for a line on a document, and a full one for the record. They were the same field, which meant either a quotation line ran to a paragraph or the item page said one sentence.

☰

A page, not a drawer

An item opens as its own page with tabs: overview, photos, variants, stock, batches, orders, movements and a comment thread, the same one leads and customers have.

Does this affect anything existing?

Existing items keep their descriptions: what was there becomes the full description, and the short one starts empty until you write it. Nothing on a document changes.

Items already in a category stay in it. The categories screen shows what was already there rather than starting again. Giving an existing item options creates the combinations as new items; the original becomes their parent and stops holding stock of its own, so move its stock onto the variant it actually belongs to before you do that.

Pricing

Start with what you need. Grow into the rest.

Per user, per month. Every plan carries the whole product’s foundations (custom fields, roles, reports, documents and notifications) and differs only in how many modules are switched on. Change plan whenever you like; nothing is re-entered and nothing is lost.

CRM + Sales Documents

Leads, customers and deals, with quotations and GST invoices

₹149 / user / month

Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST

Start 14-day trial
  • Leads, customers, companies and deals
  • Quotations, sales orders and GST invoices
  • Your own mailbox, with replies filed against the record
  • Reports, dashboards and exports
  • Documents, folders and sharing
  • Exhibitions: visiting card scanning, and what each fair earned
  • Integrations: IndiaMART, Just Dial, Tally, Google Drive and Dropbox
7 modules switched on
  • CRM
  • Sales documents
  • Settings
  • Reports & analytics
  • Documents
  • Notifications
  • Exhibitions

1 GB storage per workspace (organisation)

CRM + Sales Documents + Subscriptions + Warranty

For a business that bills on a cycle and stands behind what it sells

₹299 / user / month

Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST

Start 14-day trial
  • Everything in CRM + Sales Documents
  • Recurring billing, plans, add-ons and coupons
  • Warranty registration and claims
  • Items and stock, which warranty is held against
  • Recurring revenue reporting
  • Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
10 modules switched on
  • CRM
  • Sales documents
  • Subscriptions
  • Warranty
  • Inventory
  • Settings
  • Reports & analytics
  • Documents
  • Notifications
  • Exhibitions

1 GB storage per workspace (organisation)

Only want this one module?

Individual modules are sold on their own alongside the plans. See every module’s price.

What about storage?

A single module includes 1 GB of storage per workspace (organisation) and Full Suite includes 5 GB per workspace (organisation): documents, attachments, file versions and photographs, counted together for everyone in it, not per user. Add more at any time in tiers, or move to Full Suite and take the larger allowance with it. Nothing is deleted if you run close; uploads are refused with a reason, and what you already have stays exactly where it is.

Annual or monthly?

Both. Annual works out cheaper per month and is charged once at the start; monthly costs a little more and can be stopped at the end of any cycle. The card shows the per-user-per-month figure on both, so the two are comparable at a glance rather than by arithmetic.

See it with your own data

Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.