Observe: This can be a module for Concord CRM.
Buy Administration Module for Harmony CRM – Streamline Your Procurement, Stock & Billing Workflow
The Buy Administration Module for Harmony CRM introduces a whole buying and provider administration system immediately inside your CRM.
From buy requests to orders, items receipts, and provider invoices, it centralizes each procurement course of,
offering full visibility and management throughout your whole provide chain.
Totally built-in with the Stock Administration and Invoicing Modules, it ensures easy synchronization between
buy orders, inventory updates, and monetary data, reworking Harmony CRM into a very unified enterprise administration answer.
Why Add Buy Administration to Harmony CRM?
Whereas Harmony CRM focuses on gross sales and consumer relationships, managing purchases and suppliers is usually dealt with individually.
This module bridges that hole, providing you with one linked workspace for provider onboarding, order approvals, deliveries, and billing.
No extra spreadsheets, disconnected techniques, or guide updates, every thing occurs inside Harmony CRM’s acquainted interface.
⚙️ Key Options
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✔️ Provider Administration
Create and handle suppliers with full contact particulars, efficiency historical past, and associated buy information. -
✔️ Buy Requests & Approvals
Permit group members to submit buy requests for managerial assessment and approval earlier than issuing buy orders. -
✔️ Buy Orders
Generate detailed buy orders with line objects, portions, taxes, and pricing. Orders might be linked to merchandise from the CRM catalog or customized entries. -
✔️ Items Receipt Notes (GRN)
Report items obtained, handle pending deliveries, and guarantee amount accuracy with computerized stock synchronization. -
✔️ Provider Invoices
Convert accomplished buy orders into provider invoices immediately, totally suitable with the Invoicing Module for clear monetary monitoring. -
✔️ Actual-Time Stock Updates
Routinely alter inventory portions and values upon items receipt by way of seamless integration with the Stock Module. -
✔️ Standing Monitoring & Workflow Automation
Monitor each buy stage, from request to cost, with computerized exercise logs and notifications. -
✔️ Position-Based mostly Entry Management
Handle person permissions utilizing Harmony CRM’s native position system. Determine who can view, approve, or modify buy information. -
✔️ Analytics Dashboard
Acquire insights on complete spend, provider efficiency, pending orders, and bill standing in a single real-time dashboard.
Deep Integration with Different Modules
- ✔️ Stock Module: Inventory ranges are routinely up to date when items are obtained. Prevents duplicate entries and maintains correct merchandise counts.
- ✔️ Invoicing Module: Routinely generate provider invoices and observe funds throughout the identical interface, holding all monetary information aligned.
- ✔️ CRM Core: Seamless linking between suppliers, offers, and inside workflows ensures end-to-end visibility throughout the group.
Superb Use Circumstances
- Small & Medium Companies: Consolidate provider communication, procurement, and billing in a single CRM surroundings.
- Retail & Stock-Based mostly Firms: Sync purchases immediately with inventory actions and bill technology.
- Businesses & Enterprises: Allow buy approvals, audit trails, and accountability throughout departments.
Simplify Procurement in Harmony CRM
The Buy Administration Module for Harmony CRM is the lacking hyperlink between procurement, stock, and billing.
Designed for real-world operations, it empowers companies to make knowledgeable buying choices, preserve provider transparency, and
obtain full monetary and stock concord, all throughout the Harmony CRM ecosystem.
✉️ Skilled Assist & Simple Set up
Fast setup takes solely a couple of minutes to put in, activate, and have a totally operational CRM invoicing integration operating easily.
For any technical questions or customization wants, contact our skilled help group by way of our dedicated support portal.
Our technical help specialists present immediate help and complete options for all Harmony CRM invoicing module inquiries.
Model 1.0.0
-Preliminary launch
