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Note: This is a module for Perfex CRM. Not a standalone script.
Brief description
Purchase Management Module is a tool for managing your day-to-day purchases. It is packed with all necessary features that are needed by any business, which has to buy raw material for manufacturing or finished good purchases for trading. Purchase Management can enter supplier bills, reconcile with purchase orders or goods receipts, bill charges could be allocated for computation of landed cost of items.
Please check out the uploaded screenshots, which demonstrates all visible parts of the module.
- Manage item list with many extended attributes inherited from perfex’s item: image, item code, barcode, purchase price,…
- Vendor Management: Company info, Contact, Contract, Purchase Order, Payment, Expenses, Note, Attachments
- Manage procurement requests of Departments
- Manage quotes from Vendors
- Manage Purchase Order from Vendors, manage payment progress on this order, support reminders, make notes and attach documents related to this order
- Create tasks and assign them to employees on Purchase Quotation and Purchase Order
- Convert purchase order to expense
- Manage contracts of Vendor, support signing similarly to perfex’s sales contracts
- Invoice and Payment Management
- Reports and charts
- Vendor Portal:
- SEE MORE VIDEOS
Demo
Perfex CRM Purchase Management Demo
User :
Login: data.greensoft@gmail.com
Password: 123456a@
Perfex CRM Vendor 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.