Purchase Management plugin for RISE CRM

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Note: This is a plugin for
RISE – Ultimate Project Manager & CRM
. Not a standalone script.

Brief description

Purchase Management Plugin is an automated tool that enables companies and buyers to automate their entire procurement cycle from creating a purchase requisition document to finally receiving the ordered goods and making the payment. This advanced innovative process also passes through various points such as preparing a budget estimate, managing the spending, contracts, and suppliers with full control over purchase order.

This module also helps companies to develop electronic purchase orders, digitally manage inventory, and track goods and services in real-time. The tool is essential to optimize stock levels and determine what products and quantity to purchase.

Purchase Management for Perfex CRM

Purchase Management for Perfex CRM

Purchase Management for Perfex CRM

Purchase Management for Perfex CRM


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Plugin Features

  1. Product/Service Management : Inheriting from the items of RISE CRM, this feature adds many other extended attributes such as product code, SKU, purchase price, sub-group, images,…
  2. Bulk Import Products
  3. Vendor/Supplier:
    • Supplier Management
    • Supplier Mass Import
    • Supplier Contact Management
    • Supplier Product/Service Management
  4. Purchase Request Management
  5. Supplier Quotation Management
  6. Compare Quotes from Suppliers
  7. Purchase Order Management
  8. Supplier Contract Management
  9. Supplier Invoices Management
  10. Payment Management
  11. Settings:
    • General Settings
    • Purchasing Options
    • Units Management
    • Product/Service Group Management
    • Product/Service Sub Group Management
    • Supplier Category
    • Approval Process Management
  12. Vendor/Supplier Portal:
    • Login/Register
    • Company Profile
    • Product/Service Management
    • Add/Share Products
    • Purchase Request Management
    • Quotation Management
    • Purchase Order Management
    • Invoice Management

Demo

Purchase Management Demo

Set-up

Included documentation will help you upload and activate the plugin inside RISE – Ultimate Project Manager & 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 / 2022-09-16

    Initial version




Source

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