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WAREHOUSE & INVENTORY

Warehouse & Inventory Management Software for Australian Businesses

Stock, fulfilment and invoicing connected to your sales.

CreataCRM Warehouse helps Australian teams manage stock availability, pick–pack–ship sales orders and receive purchase orders — in the same platform as CRM, sales and accounting integrations.

Built for Australian businesses using MYOB, Xero and Reckon.

CreataCRM sales order with stock reserve, fulfilment, pick, pack, ship and invoice actions
THE WAREHOUSE PROCESS

Sales Order → Stock → Pick → Pack → Ship → Invoice

Fulfilment stays on the same sale as your customer and stock — so warehouse work does not start again in a separate system. Start in Explore Sales CRM, manage inventory here, then connect invoices through MYOB, Xero or Reckon (Accounting Integrations).

Sales Order

Authorise & fulfil

Stock

Availability

Pick

From locations

Pack

Prepare cartons

Ship

Carrier & tracking

Invoice

Bill & sync

SALES ORDERS & FULFILMENT

Start fulfilment from the sales order

Authorised sales orders connect to warehouse stock so your team can reserve inventory, create fulfilments and track what is picked — without re-entering the customer or product lines.

  • Reserve stock against the order
  • Create fulfilment from the sale
  • See picked vs remaining quantities on the order
  • Check availability by warehouse location where configured

Real-world example

A customer orders 22 units; 14 are on hand. The team reserves available stock on the same sale, picks and ships 14 today, and leaves the short quantity for when the next receipt arrives — then invoices from that fulfilment.

CreataCRM sales order showing stock reserve, fulfilment and pick actions

Sales order fulfilment connected to warehouse stock

STOCK AVAILABILITY

See on-hand stock across warehouses and locations

View product stock with on-hand, committed, allocated and on-order quantities. Support multiple warehouses and locations so sales and warehouse teams share the same availability picture.

  • On hand, committed (sales order) and available quantities
  • Stock by warehouse and location
  • On order from purchase orders
  • Transit between warehouses where transfers are used
CreataCRM product Warehouse tab showing on-hand, committed and allocated stock across Main and Riverstone warehouses and locations

Stock availability by warehouse and location

PICK · PACK · SHIP

Pick from locations, pack and ship with tracking

Fulfil sales from warehouse locations, complete picking, prepare packages and record carrier, consignment and tracking details on the same sale.

  • Pick against the sales order from warehouse locations
  • Lot and serial tracking where products require it
  • Pack packages linked to the fulfilment
  • Ship with carrier, consignment number and tracking URL
CreataCRM sale ship tab with carrier, consignment and tracking for a packed order
Pick Pack Ship

Pick, pack and ship on the connected sale

MOBILE WAREHOUSE

Pick on the floor with CreataCRM Mobile

Warehouse staff can pick open sales on phone or tablet — scan items, choose pick locations and clear remaining quantities without returning to the desk.

  • Pick Line for open sales
  • Scan item and pick location
  • Track picked vs remaining quantities
  • Work away from the office PC
CreataCRM mobile Pick Line with scan item, pick location and remaining quantity

Mobile pick — stock work where it happens

INVOICING & ACCOUNTING

Invoice when the order is fulfilled

Create invoices from the same sale that was picked and shipped, then push to your accounting package where the integration supports it — so warehouse completion and billing stay aligned.

CreataCRM invoice on a fulfilled sale with accounting hand-off to MYOB, Xero or Reckon

Fulfilment through to invoice and accounting

INBOUND STOCK

Purchase Order → Receive Stock → Warehouse

Bring stock in from purchase orders so on-hand quantities update in the warehouse your sales and fulfilment teams already use.

Purchase Order

Stock on order

Receive Stock

Receipt into warehouse

Warehouse

On hand updated

RECEIVE STOCK

Receive purchase orders into warehouse stock

Receipt stock from open purchase orders to increase on-hand quantity and clear on-order balances for the products your warehouse holds.

  • Receive against purchase order lines
  • Add stock to the target warehouse and location
  • Update on-hand and on-order quantities
  • Support ongoing sales fulfilment with accurate availability
CreataCRM Purchase Order Dashboard showing open and closed POs with percentage received into warehouse stock

Inbound stock from purchase order to warehouse

ADDITIONAL CAPABILITIES

Transfers, stocktake and transaction history

Beyond the fulfilment path, CreataCRM Warehouse includes tools for moving stock between sites, counting inventory and reviewing movements.

Warehouse transfers

Move stock between warehouses — send from one location and receive into another, with quantities and locations recorded on the transfer.

Stocktake

Run stock takes against warehouse stock, including count sheets by location for physical checks and adjustments.

Transaction history

Review warehouse transactions and stock movements so teams can see how on-hand quantities changed over time.

Multiple warehouses

Operate more than one warehouse or location and see stock committed, available and on order across sites.

CONNECTED CREATACRM

CRM → Sales → Warehouse → Accounting

Warehouse is part of CreataCRM — not a standalone inventory silo. Customer history, sales orders, stock fulfilment and invoicing stay on one path.

CRM

Customers & activity

Sales

Orders & quotes

Warehouse

Stock & ship

Accounting

MYOB · Xero · Reckon

Explore Customer Management Explore Sales CRM Explore Job Management Explore Mobile

See CreataCRM Warehouse with your stock and orders

Book a personalised demonstration using your products, warehouses, sales orders and accounting package.

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