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Supply Be aware Module for Perfex CRM

Elevate your gross sales course of with our Supply Be aware (D/N) Module. Particularly designed for Perfex CRM, this module empowers you to effortlessly create supply notes (D/N) to streamline your gross sales operations.

Key Options:

  • Environment friendly D/N Creation: Seamlessly generate supply notes immediately inside Perfex CRM to expedite your gross sales workflow.
  • Conversion Capabilities: Convert buy orders (PO) and estimates into D/Ns with ease, offering flexibility in your gross sales course of.
  • Integration with Workflow: Combine D/Ns seamlessly into your current workflow by changing them again into buy orders (require the Buy Order module) and invoices as wanted. You can even create DN from an bill making seamless workflow.
  • Digital signature: a number of signatures from employees accross various division could be added to the supply notice. Buyer may signal supply notice to substantiate supply.
  • Flexibility: you’ve gotten full possibility of controlling numbers of data together with the signatory data on the PDF, the gadgets columns on desk and PDF i.e you’ll be able to resolve to point out the speed or tax on the DN.
  • Customized fields: computerized switch of customized fields throughout conversion to invoices or when creating DN from an estimate

Frequent Advantages:

  • Improved Monitoring: Maintain observe of products and providers delivered to clients, guaranteeing correct stock administration.
  • Enhanced Communication: Present clear documentation of deliveries to clients, decreasing misunderstandings and disputes.
  • Elevated Effectivity: Streamline the supply course of and cut back administrative duties, saving time and sources.
  • Buyer Satisfaction: Ship items promptly and professionally, enhancing buyer satisfaction and loyalty.

Expertise the advantages of streamlined gross sales administration with the Supply Be aware Module for Perfex CRM. Attempt it at the moment and revolutionize the way in which you deal with supply notes.

Questions/Assist

  • Perfex from model 3.1.* to newest model is required.
  • We offer documentation masking set up and utilization.
  • We reply to your questions as quick as doable inside few hours however can typically be as much as few days.
  • We dont present refund for the extension after buy, so verify and make full take a look at earlier than buy.
  • Any customized work together with setup, set up and extension (that may require expert hours) aren’t
    free. You may rent us for this.

Documentation

View full documentation here

Demo

View a demo of the Supply Be aware Module in motion here.

E mail: customer@customer.com
Password: password

Change Log:

Model 1.1.0 – 05 Dec 2024

  • Repair lacking menu in Perfex v3.2

Model 1.0.9 – 28 August 2024

  • Add purcahse order to default contact permissions

Model 1.0.8 – 14 Jul 2024

  • Add bulk convertion to bill
  • Add clean signatory structure choice to disable signature on the PDF

Model 1.0.7b- 13 Jun 2024

  • Uninvoice deleted invoices

Change Log:

Model 1.0.7 – 20 Apr 2024

  • Add possibility to point out signatures in columns i.e 2 signatory on a row

Model 1.0.6 – 17 Apr 2024

  • Add supply notes overview dashboard widget possibility

Model 1.0.5b – 21 March 2024

  • Conceal quantity in phrase when quantity subject is ready to hidden.

Model 1.0.5 – 16 March 2024

  • Add swap for gross sales sort conversion
  • Different minor enchancment

Model 1.0.4c – 13 March 2024

  • Repair duplicated customized fields throughout conversion

Model 1.0.4b – 12 March 2024

  • Repair gadgets description not displaying concern

Model 1.0.4 – 12 March 2024

  • Repair concern when deleting DN
  • Add switch of estimate customized fields to DN
  • Add partial supply standing possibility
  • Different minor enhancements

Model 1.0.3 – 11 March 2024

  • Add help for customized fields
  • Add a number of employees signatory help and consumer/firm signature
  • Add management of things column (can now add tax, quantity, or fee to the desk/pdf if desired)
  • Add creating supply notice from bill
  • Enhance useful resource linking accessibility for estimate, bill and buy order conversion
  • Repair contact import concern
  • Repair non admin employees not capable of convert estimate to supply notice.
  • Different minor enhancements

Model 1.0.2 – 06 March 2024

  • Added Supply Notes to consumer portal
  • Normal enhancements
  • Repair know points

Model 1.1 – 04 March 2024

  • Model 1.0 (Preliminary Launch)


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