Preview: Purchase Order Module for Perfex CRM
Table of Contents
Purchase Order Module for Perfex CRM
Observe: This module is an add-on for Perfex CRM
Improve your Perfex CRM expertise with our Purchase Order Module. Designed to seamlessly combine into your present Perfex CRM surroundings, this module provides highly effective buy order functionalities to streamline your gross sales course of.
The Purchase Order module follows an analogous stream and presents functionalities near that of estimates and invoices, making certain straightforward integration together with your present workflow.
Key Options:
- Devoted Purchase Order Module: Entry a devoted module inside Perfex CRM particularly tailor-made for dealing with buy orders.
- Create Purchase Orders: Effortlessly create buy orders straight inside your Perfex CRM dashboard.
- Convert Estimates to Purchase Orders: Seamlessly convert estimates into buy orders or create new ones as wanted.
- Integration with Gross sales Workflow: Guarantee easy integration together with your gross sales workflow by changing buy orders to invoices and supply notes (requires the supply observe module).
Questions/Assist
- Perfex from model 3.1.* to newest model is required.
- We offer documentation protecting set up and utilization.
- We reply to your questions as quick as potential inside few hours however can generally be as much as few days.
- We dont present refund for the extension after buy, so verify and make full check earlier than buy.
- Any customized work together with setup, set up and extension (which may require expert hours) usually are not
free. You’ll be able to rent us for this.
Demo
View a demo of the Purchase Order Module in motion here.
Electronic mail: [email protected]
Password: password
Change Log:
Model 1.0 – 04 March 2024
- Model 1.0 (Preliminary Launch):
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