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Axolt: Unified ERP Solutions for Inventory, Finance, and Supply Chain Management

Inventory Management on Salesforce

Unify CRM & ERP. Gain real-time control from procurement to delivery.

Salesforce-native ERP:

One platform for CRM, inventory, manufacturing, logistics, finance, budgeting, and quality

Real-time visibility:

Live stock, WIP, and COGS with perpetual inventory and mobile barcoding.

Smarter planning:

MRP, JIT, Safety Stock, ROP/ROQ, EOQ—configured per item/location.

Ship faster:

Built-in multi-carrier shipping (UPS/FedEx/DHL), rate shopping, label print, track & trace.

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See it in action

What Is Inventory Management (the Axolt way)

Traditional definitions focus on tracking what you have. The Axolt definition is broader: Inventory management is how you plan, control, account for, and ship every physical asset your business touches—fully connected to CRM, finance, and customers—on one platform.

With Axolt you don’t “integrate” inventory to Salesforce—you use inventory in Salesforce:

One data model

Customers, quotes, orders, POs, inventory, manufacturing orders, shipments, invoices, and payments all relate natively.

One truth

No nightly syncs, no version drift, no duplicate spreadsheets.

One experience

Sales, operations, finance, and service collaborate in the same UI, lists, reports, flows, and permissions.

One brain

AI/Agents (via Agentforce) surface risks, recommend actions, and automate routine steps.

Real-time Visibility

Live stock, WIP, and COGS with perpetual inventory and mobile barcoding

Mobile Barcoding

Mobile scanning for receive, move, pick, pack, ship, count with guided workflows

Multi-Carrier Shipping

UPS, FedEx, DHL integration with rate shopping, label printing, and track & trace

Finance Integration

GL, AP, AR, budgeting, and bank reconciliation integrated with operations

AI-Powered Planning

Axo Agents surface risks, recommend actions, and automate routine planning steps

Security & Compliance

SSO, MFA, field-level security, audit trails, and quality compliance workflows

Scope covered by Axolt Inventory:

Procurement → Receiving/QC → Put-away → WIP control → Replenishment → Pick/Pack/Ship → Returns/RMAs → Stock adjustments → Accounting/COGS → Budgeting & forecasting.

Why It Matters: From Visibility to Velocity

Transform disconnected operations into a unified, intelligent system

Symptoms of Disconnection

  • Stockouts, rush fees, late orders
  • Bloated safety stock; cash tied in the wrong SKUs
  • Sales committing dates ops can't meet
  • Finance reconciling weeks late
  • "We run the business in spreadsheets"

What Changes with Axolt:

Sales forecasts and order intake update MRP and supply plans instantly

Low-stock, late PO, and capacity risks are flagged proactively

Shipments are created, labeled, and tracked inside Salesforce

Costs are captured in real time; COGS and WIP stay clean

Outcome:

Faster cycles, lower cost-to-serve, higher OTIF, better cash flow, happier customers.

Types of Inventory (modeled natively on Salesforce)

Every type is a first-class record in Salesforce—reportable, permissioned, and automatable

Raw Materials

Vendor, lead time, MOQ, price breaks, inspection plans

  • Put-away to directed locations (bin/aisle/shelf)
  • Landed cost allocations (freight/duty) capitalized properly

Work-in-Process (WIP)

MO progress, labor capture, and overhead applied

  • Real-time WIP valuation; partial completions supported
  • Quality gates between operations

Finished Goods

Lot/serial traceability; FEFO for perishables

  • ATP (Available-to-Promise) dates for sales
  • Complete genealogy tracking

Non-Inventory & MRO

Track spend and compliance for consumables/services without balancing stock

  • Maintenance scheduling
  • Compliance tracking
  • Spend visibility

Consignment & VMI

Ownership rules and supplier replenishment policies

  • Separate visibility and settlement logic
  • Automated replenishment

Goods in Transit (Pipeline)

FOB shipping point/destination ownership

  • ETAs drive production and promise dates
  • Real-time visibility

Inventory Planning Methods

AI-powered algorithms and proven methodologies configured per item/location

JIT (Just-in-Time)

Reduce inventory, increase liquidity
Axolt monitors demand volatility and supplier reliability; flags when JIT risk > threshold.

Key Benefits:

  • Reduce inventory costs
  • Increase cash liquidity
  • Risk monitoring

MRP

From MPS to material plans; explode BOMs; respect calendars and supplier lead times
POs & jobs auto-generated with exception management.

Key Benefits:

  • Automated planning
  • IBOM explosion
  • Exception alerts

Safety Stock

Formulas for variable demand/lead; per item/location
Axo suggests buffer changes when volatility shifts.

Key Benefits:

  • Dynamic calculations
  • AI recommendations
  • Location-specific

ROP/ROQ

Reorder point = demand × lead time + safety stock
Reorder quantity (EOQ or rules-based); auto-raise PR/PO.

Key Benefits:

  • Automated reordering
  • Optimal quantities
  • Exception management

EOQ

Balance ordering cost vs. holding cost for stable SKUs.
Calculate optimal order quantities to minimize total costs.

Key Benefits:

  • Cost optimization
  • Stable SKU focus
  • Mathematical precision

ABC Analysis

Auto-classify by value/velocity; drive cycle counts, service levels, zoning, buyer focus
Prioritize high-value items and optimize resource allocation.

Key Benefits:

  • Automated classification
  • Resource optimization
  • Service level management

Frequently Asked Questions.

Support Team

No—Axolt is built on Salesforce. CRM, ERP, AI, and automation share one platform.

https://axolt.com/salesforce-erp/

Yes—configure volume breaks, see live margins, auto-convert quotes to orders with BOMs/routings intact.

https://axolt.com/quotations/

Yes—issue advance (down-payment) requests and clear them on the final invoice with correct tax.

https://axolt.com/finance-management/

Orders, inventory, returns, and financials stay in sync; channel profitability becomes transparent.

https://axolt.com/shopify

No. Shipping (UPS/FedEx/DHL) and core finance (GL/AP/AR, budgeting, bank rec) run inside Salesforce with Axolt.

Yes. Ownership rules, replenishment policies, visibility, and settlement are modeled natively.

Supported: multi-site WMS, multi-currency, tax logic, landed cost, international documents.

Yes. Many customers begin with WMS + shipping, then add MRP/finance. Axolt is modular and grows with you.

Our goal is to retire them for operations/finance. You'll export to Excel for ad-hoc analysis when you want, not because you must.

 Periodic (end-of-month true-ups) = lag, surprises, manual effort. Perpetual (Axolt) = every movement updates stock, WIP, COGS now. Benefits: Faster close, fewer write-offs, always-current availability for sales promises, live margin views.

 FIFO/LIFO (region compliant), WAC, FEFO (operational rotation), Specific Identification (ETO/high-value). Landed cost allocation (freight, duty, insurance) across lots.

Demand (sales & marketing) ↔ Supply (capacity, labor, suppliers) ↔ Finance (budget, cash, margin) all in one platform, one data model. What-if scenarios: supplier delay, demand spike, capacity loss, pricing changes.

Quick Reference Glossary

Essential inventory management terms you should know

ABC Analysis

Classify SKUs by value/velocity to prioritize focus.

ATP

Available-to-Promise, when you can ship.       

COGM/COGS

Cost of goods manufactured/sold.

EOQ

Economic order quantity (optimal batch size).

FEFO/FIFO/LIFO

First Expired/First In/Last In First Out valuation/rotation.       

JIT

Just-in-Time inventory strategy.

MRP/MPS

Material Requirements Planning / Master Production Schedule.

ROP/ROQ

Reorder Point / Reorder Quantity.
      

S&OP

Sales & Operations Planning consensus process.

WAC

Weighted Average Cost.

WIP

Work-in-Process.

VMI

Vendor Managed Inventory - supplier-controlled replenishment.

See it in action
Inventory + WMS + Shipping demo on Salesforce (30 minutes)

Try a real scenario
Avoid a stockout in 3 clicks—simulate a late PO and watch Axo propose fixes

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Transform your inventory management with Axolt on Salesforce

Book your demo

support@axolt.com