“Purchase Management module for Perfex CRM” Documentation by “hungtran118” v1.0

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“Purchase Management module for Perfex CRM”

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Table of Contents

1. Upload & activate the module
2. How to use Purchase Management module

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A) Upload & activate the module - top

* Prior starting installation, please make sure that no open_basedir restriction is applied at your PHP configuration and that shell_exec is enabled. Whereas in 95% of the hosting providers around, got a proper config that includes the above guides, you may need to adjust your PHP configuration settings if your provider offers these settings disabled by default.

- Steps of Installation:


1. Extract your downloaded file contens. You will notice a folder called "documentation" and a new zip file, called "upload.zip". Since "documentation" folder contains this readme file and helpful instructions that are not needed in your Perfex CRM's installation, we will focus on the "upload.zip" file.
   
2. "upload.zip" contains the module files (in a module format) that you upload in Perfex CRM's Modules installation section.
   
3. Go to your Perfex CRM's Admin area and select the following menu item: SETUP > MODULES.
   
4. Select the extracted upload.zip at Module installation selection prompt and press INSTALL.


5. Find the newly installed module and press ACTIVATE.
   
6. You will be told that module is successfully activated.

That's it! You are now ready to start using the module.

B) How to use Purchase Management module - top

1. First, you purchase order setting: Purchase -> Setting:If you check checkbox when create "Purchase order" not create "Purchase request", "Quotation"
   Second, you go to create approval: Purchar -> Setting -> Approval -> New Approval setting
   
   List of approval:
   
2. Create new vendors:Enter the required information: Purchase -> Vendors -> New Vendors
   
   

Detail vendors:

Company Cube Systerm. Includer: Profile and Contact.


a. Profile: Includer Customer detail, Customer file, Billing $ Shipping, Vendor admins

Customer detail: Name, address, phone number, tax code, ...
Customer file: Create new lable in file PDF, HTML.
Billing & Shipping: You can copy the address from the customer detail page
Vendor admins: Create View detail contact -> Profile -> Vendor admin-> Assign admin

List of vendor:



b. Contact: Create contacts for partners


View detail contact -> Contact -> New Contact
List of contract:

3. Create new Items Purchase -> Items -> Add
   
   List Items:
   
4. Create new purchase request: Purchase -> Purchase request -> New
   
   
List Purchase request:

Approval purchase request: View detail purchase request -> Sent request approval

The designee will receive a notice. To approve, click on the button
Sign

Approval: Click button Approval


5. Create new Quotation: Purchase -> Create new estimate
   
   The list of quotation.
   
   Approval quotation:View detail quotation -> Button "Send request approval". The designee will receive a notice. To approve, click on the button Approval
   
6. Create new Purchase Order: Purchase -> Purchase Order -> Create new
   
   The list of purchase order.
   
   

   You can filter list folow:

   
   From date AND To date
   
   Status
   
   Vendors
   
   

   View detail purchar recod

   
   
   Change status:
   
   Payment recod:View detail purchase order -> Payment recod -> Button "Payment"
   
   Reminders:View detail purchase order -> Reminders -> Button "Set estimate reminder"
   
7. Create new Contract: Purchase -> Contract -> New
   
   The list of contract.
   Sign contract:View detail purchase request -> Sign
   
   
8. Report: Purchase -> Report Filter by Period:
   
   a.Cost of import goods for each item:
   - Filter by current year. Displays the purchase cost from the purchase order for each item. One item can pay on multiple bills.
   
   - The report is used to see how much it costs to buy items. Compare with the revenue see how much profit and loss how much money. What is the total amount of all items on each invoice?
   
   b.Purchase statistics by number of purchase orders:
   - Filter by current year.
   
   - The report is used to see how many orders are made each month. Compare with the amount sold too high or too low or not.
   
   c.Purchase statistics by cost:
   
   - Filter by current year.
   
   - The report is used to view the cost of purchases per month. Compare with monthly sales to see how much profit you have
   
9. Choose vendor when create, update expense
   
   
10. Vendor Portal
    
    
    

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Once again, thank you so much for purchasing this module. We will be glad to help you if you have any questions relating to this module.

Hung Tran

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