Purchase Management for Perfex CRM

Purchase Management For Perfex Crm
  • Description
  • FAQ
  • Screenshots
  • DEMO
  • Updates & Support

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Purchase Management Module is an automated tool that enables companies and buyers to automate their entire procurement cycle from creating a purchase requisition document to finally receiving the ordered goods and making the payment. This advanced innovative process also passes through various points such as preparing a budget estimate, managing the spending, contracts, and suppliers with full control over purchase order.

This module also helps companies to develop electronic purchase orders, digitally manage inventory, and track goods and services in real-time. The tool is essential to optimize stock levels and determine what products and quantity to purchase.

Purchase Management For Perfex Crm

Purchase Management For Perfex Crm

Purchase Management For Perfex Crm

Purchase Management For Perfex Crm


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Module Features

  1. Product/Service Management : Inheriting from the items of Perfex CRM, this feature adds many other extended attributes such as product code, SKU, purchase price, sub-group, images,…
  2. Bulk Import Products
  3. Vendor/Supplier:
    • Supplier Management
    • Supplier Mass Import
    • Supplier Contact Management
    • Supplier Product/Service Management
  4. Purchase Request Management
  5. Supplier Quotation Management
  6. Compare Quotes from Suppliers
  7. Purchase Order Management
  8. Supplier Contract Management
  9. Debit Notes Management
  10. Supplier Invoices Management
  11. Payment Management
  12. Reports:
    • Cost of import goods for each item
    • Purchase Order Report
    • Purchase Invoices Report
    • Statistics by number of purchase orders
    • Statistics by cost
  13. Settings:
    • General Settings
    • Purchasing Options
    • Units Management
    • Product/Service Group Management
    • Product/Service Sub Group Management
    • Supplier Category
    • Approval Process Management
    • Permission Management
  14. Vendor/Supplier Portal:
    • Login/Register
    • Company Profile
    • Product/Service Management
    • Purchase Request Management
    • Quotation Management
    • Contract Management
    • Purchase Order Management
    • Invoice Management
  15. Integration:
    • Inventory Management for Perfex CRM
    • Accounting and Bookeeping for Perfex CRM
    • Omni Channel Sales for Perfex CRM

Demo

Company/Admin Site

User :
Login: data.greensoft@gmail.com
Password: 123456a@

Supplier Portal

User :
Login: data.gsts@gmail.com
Password: 123456a@

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2020-06-25

    Initial version

Version 1.0.2 / 2020-07-06

    Fix some bugs
    Purchase Order number auto generate.
    Convert purchase order to expense.
    Note, attach file in vendor profile.
    Edit unit price in purchase request, quotation, purchase order
    Vendor Portal(Login, Edit profile, Register, Item, Purchase order, Payment, Quotation, Contract, Create, Edit, Delete Quotation)
    Choose vendor when create, update expense

Version 1.0.3 / 2020-07-08

    Fix vendor portal: yourdomain/purchase/vendors_portal
    Add product allocation to vendor (allocate by product or product group).    

Version 1.0.4 / 2020-07-14

    Fix minor bugs
    Bulk action for item.
    Add custom field for vendor
    Term & conditions displayed on PDF and detail screen.
    Display Item description on the Purchase Order.    

Version 1.0.5 / 2020-07-26

    Add hooks to integrate with the Inventory module    

Version 1.0.6 / 2020-08-19

    Improve user interface for pdf layout
    Add public link for Purchase Quotation and Purchase Order    
    Add multiple attachments in the Contract and preview files
    Add custom field for Purchase Order
    Add Task function for Purchase Quotation and Purchase Order (Please read the attached instructions on how to add hook to use this function)
    While creating Purchase Order to supplier, can we also mention client name
    Add tags on a Purchase Order
    If mention client names on PO, can recheck POs in client section
    Add sub group for item

Version 1.0.9 / 2021-01-07

    Add fields and settings for Vendor
    Add fields for purchase request: project, capex, opex, department, ...
    Upgrade UI for the purchase request's PDF.
    Warehouse item check box to be added, in case it's checked the Purchase request items must be from the warehouse items list, if it's not checked the purchase request items can be added manually (free text).
    Purchase request code: to be auto generated (PR-Dep-No.-Year) no. to start from scratch every year.
    Purchase Quotations: add attachment, add feature to send quote to vendor, upgrade UI for pdf,...
    Purchase Orders: add purchase order report and PO voucher report, add many fields, add button copy purchase request items to the PO, add a footer to include all vendor data when chose vendor, add Tax %, Tax amount, Grand total (calculated after discount & after tax), auto generate order date with current date, purchase order no is auto generated (PO-No.-Mon-Year-Vendor) no. to start from scratch every month, edit customfield in PO preview, add feature to send PO to vendor/supplier; upgrade the PDF export. 
    Purchase Contracts: add tab payment, reminders, notes, task, attachment in the detailed contract; add many fields; add attachment; add contract description; update the contract grid view with filter.
    Purchase Items: add commodity group and sub group field (choose from settings tab Commodity Group & Sub group).
    Add Purchase Invoice: create invoice with Purchase Order or Contract (Can choose it from “Create invoice by” dropdown list in tab Purchase order setting – Menu Setting); invoice detail have 6 tabs: Purchase invoice, Payment record, Reminders, Task, Notes and Attchment; approval payment invoice.
    Settings: add commodity group & sub group, vendor category; add payment request approval; add purchase request & purchase invoice prefix.
    Add data reset feature
    Add languages: bulgarian, catalan, chinese, czech, dutch, french, german, greek, indonesia, italian, japanese, persian, polish, portuguese, romanian, russian, slovak, spanish, swedish, turkish, ukrainian, vietnamese.

Version 1.2.0 / 2022-04-08

    Fix minor bugs
    Update the supplier invoice, statement menu in vendor profile.
    Update the permission feature.
    Update template on PDF for the purchase order.
    Update the supplier contract UI.
    Update the tax feature for the purchase request, purchase order, supplier quotation.
    Update email template the approval process, purchase request, supplier quotation.
    Upgrade the supplier invoice.
    Upgrade filters for the vendor, purchase order, purchase request, supplier invoice.
    Create purchase request, purchase order from sales invoice.
    Add more statuses for the purchase order.
    Add the feature to create multiple invoices from one purchase order.
    Add the discuss tab for the supplier quotation, purchase order, contract, and invoice.
    Add a dashboard to notify purchase orders that are about to be delivered.
    Add the supplier recurring invoice.
    Add the feature to compare quotes from suppliers.
    Add the debit notes feature.
    Add value refresh feature in purchase order.
    Add payment feature on supplier invoices.
    Support for PHP 8.x.
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