Purchase Management for Perfex CRM – 27462292

Notice: It is a module for Perfex CRM. Not a standalone script.

Temporary description

Buy Administration Module is a instrument for managing your day-to-day purchases. It’s filled with all essential options which are wanted by any enterprise, which has to purchase uncooked materials for manufacturing or completed good purchases for buying and selling. Buy Administration can enter provider payments, reconcile with buy orders or items receipts, invoice costs may very well be allotted for computation of landed price of things.
Please try the uploaded screenshots, which demonstrates all seen elements of the module.

1. Handle merchandise checklist with many prolonged attributes inherited from perfex’s merchandise: picture, merchandise code, barcode, buy worth,…
   
   
2. Vendor Administration: Firm information, Contact, Contract, Buy Order, Cost
   
   
3. Handle procurement requests of Departments
   
   
4. Handle quotes from Distributors
   
5. Handle Buy Order from Distributors, handle fee progress on this order, assist reminders, make notes and connect paperwork associated to this order
   
   
   
6. Create duties and assign them to staff on Buy Citation and Buy Order
   
   
7. Convert buy order to expense
   
   
   
8. Handle contracts of Vendor, assist signing equally to perfex’s gross sales contracts
   
   
9. Studies and charts
   
10. Vendor Portal:
    
    
    
    

Demo

Perfex CRM Purchase Management Demo

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

Perfex CRM Vendor Portal

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

Set-up

Included documentation will enable you to add and activate the module inside Perfex CRM, if you’re not conscious on tips on how to do it.

Assist

Our assist crew is all the time round to assist. Be at liberty to lift a assist ticket.
Guys from assist division will get again to you as quickly as potential with a reply, guiding you thru any points.

Item Changelog

Item Version 1.0.0 / 2020-06-25

    Preliminary model

Item Version 1.0.2 / 2020-07-06

    Repair some bugs
    Buy Order quantity auto generate.
    Convert buy order to expense.
    Notice, connect file in vendor profile.
    Edit unit worth in buy request, citation, buy order
    Vendor Portal(Login, Edit profile, Register, Merchandise, Buy order, Cost, Citation, Contract, Create, Edit, Delete Citation)
    Select vendor when create, replace expense

Item Version 1.0.3 / 2020-07-08

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

Item Version 1.0.4 / 2020-07-14

    Repair minor bugs
    Bulk motion for merchandise.
    Add customized area for vendor
    Time period & situations displayed on PDF and element display.
    Show Merchandise description on the Buy Order.    

Item Version 1.0.5 / 2020-07-26

    Add hooks to combine with the Stock module    

Item Version 1.0.6 / 2020-08-19

    Enhance person interface for pdf structure
    Add public hyperlink for Buy Citation and Buy Order    
    Add a number of attachments within the Contract and preview recordsdata
    Add customized area for Buy Order
    Add Activity operate for Buy Citation and Buy Order (Please learn the connected directions on tips on how to add hook to make use of this operate)
    Whereas creating Buy Order to provider, can we additionally point out shopper identify
    Add tags on a Buy Order
    If point out shopper names on PO, can recheck POs in shopper part
    Add sub group for merchandise