The performer did an excellent job with the task.
22
0
Budget: 27000 UAH Deadline: 8 days
Hello! I am the project manager at Business Atlas. We specialize in implementing CRM and complex data architectures through low-code tools. Your issue with serial numbers in KeepinCRM is familiar to us. However, since you do not want to change the system, I have a proven way to solve this through automation and additional fields based on my experience.
How we will organize the accounting of serial numbers:
1. Product and order card:
• We create an additional text field "Serial Numbers" in the order.
• We set up a script (via KeepinCRM API + Make/n8n) that checks the completion of this field when the order status changes to "Shipped" or "Completed."
2. Incoming goods accounting (Warehouse):
• We use the "Comment" field or a custom field in the incoming document. During the receipt of goods, the manager scans all serial numbers into this field.
• The data is automatically saved in the database linked to a specific batch.
3. Search and service (Warranty):
• We implement a quick search system: you enter the serial number in the global CRM search — and the system instantly finds the order where this number was recorded. This solves the problem with warranty service.
4. Validation through AI (Optional):
• Logic can be added to check whether this serial number has been sold before to avoid staff errors.
Implementation assessment:
• Setting up logic and connecting to the API: $500 – $800 (depending on the volume of automations).
• Timeline: 5–8 working days.
• Result: Clear control of the movement of each device without switching to complex and expensive ERP systems.
Questions for clarification:
1. How many products do you usually have in one receipt/order?
2. Do you need to print serial numbers on invoices or warranty cards directly from KeepinCRM?
3. Are you planning to use a barcode scanner for automatic entry of these numbers?
Please write to discuss the details.
24
0
Budget: 4000 UAH Deadline: 1 day
Hello. There are several approaches for accounting serial numbers in KeepinCRM — from custom fields to API integration with an external table, depending on whether automation or manual accounting is needed. Message me privately — I will clarify the details and suggest a specific solution for your store.
0
0
Budget: 4000 UAH Deadline: 1 day
Sergiy, greetings!
I specialize in the implementation, configuration, and technical support of CRM systems for over 6 years, as well as performing integrations with websites and other services.
I have reviewed your task, but I will be able to provide an exact cost and timeline after clarifying a few details about the project.
I guarantee quality implementation and stable operation of the system.
4
0
Budget: 4000 UAH Deadline: 5 days
Hello! Your task regarding the accounting of serial numbers in KeepinCRM can be solved using the standard tools of the system (through custom fields or product modifications).
I have experience in setting up similar accounting logic. I am ready to discuss the terms and cost in private messages. I would be happy to help!
Proposals concealed
The list does not show proposals concealed by the client or freelancer with a Plus profile, as well as proposals violating rules
