Guide to Selling on GTG CRM from A-Z

Effective selling is not just about having a good product and potential customers. For today's retailers, online shop owners, and household businesses, managing the entire process from purchasing, inventory management, order creation, to invoice issuance is a major challenge. Especially when you sell on multiple channels like Shopee, TikTok Shop, Lazada, Facebook, or your own website, controlling inventory and processing orders becomes even more complex.

GTG CRM is designed to comprehensively solve these issues. The system offers three main feature clusters: Sales, Inventory Management, and Accounting, helping you optimize the entire business process. From creating warehouses, managing products, creating professional sales images, automatically receiving orders from multiple channels, processing orders to issuing invoices, everything is consolidated on a single platform. This not only saves you time but also minimizes errors.

This article will guide you step-by-step to start selling on GTG CRM, from initial setup to efficient order management.

Step 1: Create a Warehouse

Before you start selling, you need a place to store your products. A warehouse in GTG CRM is not only for inventory management but also the location where the shipper will pick up goods to deliver to customers. A shop can have multiple warehouses depending on your business scale.

To create a new warehouse, go to the Inventory Management menu on the left-hand side menu bar, then click the Create New button.

You need to fill in the following information:

• Warehouse Name: Give it an easy-to-remember name that accurately reflects the type of products or location. For example: "Clothing Warehouse", "Accessory Warehouse", or "Hanoi Branch Warehouse".
• Warehouse Code: The system can auto-generate this or you can set your own for easier management.
• Status: Select "Active" for the warehouse to be immediately usable.
• Contact Person: Enter the name of the warehouse staff or person in charge of this warehouse.
• Phone Number: This is mandatory for the shipper to contact when picking up goods.
• Email: Not mandatory but recommended for receiving notifications.
• Warehouse Address: This is extremely important information. You need to enter the exact address, city, district/town, and postal code as this is where the shipper will pick up the goods.

After filling in all the information, click Save. You have now created your first warehouse in the system. You can create more warehouses if you operate in multiple locations or categorize products by individual warehouses.

Learn more: Easier Inventory Management with GTG CRM Features

Step 2: Create Products

Once you have a warehouse, the next step is to add products to the system. Go to Product Hub from the left-hand menu, then click Create New.

When creating a product, pay attention to the following information:

• Product Name: Give it a clear, easy-to-understand name. For example: "Mickey Pants", "Men's Crew Neck T-shirt", "Floral Maxi Dress".
• SKU (Stock Keeping Unit): This is a unique identifier for the product and is extremely important. SKUs help the system recognize identical products across different sales channels. If you sell the same product on Shopee, TikTok Shop, Lazada, Facebook, and your website, ensure the SKUs are identical across all channels for the system to automatically sync inventory.
• Product Type: Select the appropriate product type from the available list.

After filling in all the product description, price, images, and inventory information, click Save to complete.

Step 3: Create Professional Sales Images

One of GTG CRM's standout features is its ability to create professional sales images based on existing templates. Instead of hiring a designer or editing each image yourself, you can use this tool to create a batch of attractive sales images in just a few minutes.

Steps:

1. Go to the product page you want to create sales images for
2. Select the "Create Sales Image" or "Marketing" feature
3. Choose a template that suits your product's style
4. Upload your product image - the system will automatically place it into the template
5. Customize information: product name, price, promotions, slogans
6. Preview and download the completed image

Step 4: Import Goods and Manage Suppliers

To have goods in your warehouse, you need to import them from suppliers. Create supplier information in the system to professionally manage your supply sources.

1. Go to the Suppliers section in the Inventory Management menu
2. Click Create New and fill in supplier information: name, phone number, address, email, and payment terms
3. Create an Import Slip with information: receiving warehouse, supplier, product, quantity, and import price
4. Confirm the import slip - the quantity will be automatically updated in the warehouse inventory

Step 5: Connect Sales Channels

One of GTG CRM's strengths is its ability to automatically receive orders from various sales channels.

Supported Channels:

• Own Website: Direct integration for automatic order reception
• Facebook: Automatically create orders from Messenger or comments
• Shopee: Two-way order synchronization
• TikTok Shop: Centralized order reception and processing
• Lazada: Automatic order synchronization

Connection Method:

1. Go to Settings → Sales Channels
2. Select the channel you want to connect
3. Authorize GTG CRM
4. Wait for confirmation of successful connection

Learn more: Multi-channel Order Management with GTG CRM Features

Step 6: Create Orders

Manual Order Creation

When a customer places an order via phone or unsupported channels:

1. Go to Sales → Create New Order
2. Fill in customer information, select products, shipping warehouse, and shipping method
3. Click Save - the order will be in "On Hold" status

Automatic Order Reception

Once sales channels are connected, orders will automatically appear in the system with clear sources: Shopee, TikTok Shop, Lazada, Facebook, Website.

Notes:

• Sellers must proactively change the order status to "Pending Processing" for it to sync to GTG CRM
• Link warehouses and products between marketplaces and GTG CRM for accurate inventory recording by the system

Step 7: Process Orders and Shipments

After confirming the order with the customer, you need to change the order status for the system to automatically create a delivery order.

1. Go to Sales Orders, confirm the order → the system will automatically create a Delivery Order

2. Check the delivery order information: shipping warehouse, product, quantity, delivery address
3. Prepare goods according to the delivery order
4. Click Confirm Shipment when the shipper arrives to pick up the goods

5. After confirmation, the warehouse automatically deducts sold products
6. When the customer receives the goods, change the order status to "Completed"

Step 8: Issue Invoices

GTG CRM supports issuing electronic invoices to comply with legal regulations for tax declaration:

1. Go to the Electronic Invoices section
2. Select completed orders to create invoices
3. The system can automatically generate invoices, or you can create them manually
4. Check the information and issue

Note: For marketplaces that have authorized invoice issuance, you do not need to do this step.

Learn more: GTG CRM Helps Manage and Issue Invoices Automatically

Benefits of Using GTG CRM

• Centralized Management: Warehouse, products, orders, and invoices on a single platform
• Automatic Order Reception: Sync from Shopee, TikTok Shop, Lazada, Facebook, website
• Create Professional Sales Images: Based on existing templates, no designer needed
• Process Automation: From creating delivery orders to updating inventory
• Effective Inventory Control: Instant updates upon receiving/shipping goods
• Minimize Errors: Eliminate manual data entry mistakes
• Multi-channel Sales Support: Centralized management of all orders

Important Notes

• Consistent SKUs: Ensure SKUs are identical across all channels for accurate inventory synchronization
• Accurate Warehouse Address: Shippers rely on this address for goods pickup
• Full Channel Connection: Maximize the automatic order reception feature
• Review Automatic Orders: It's still advisable to check information before processing

Conclusion

GTG CRM is a comprehensive solution for retailers, online shop owners, and household businesses looking to professionally manage their entire process from purchasing to order fulfillment. With powerful automation features, you can focus on selling and growing your business instead of wasting time on complex administrative tasks.