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Purchase Management plugin for RISE CRM

Purchase Management plugin for RISE CRM

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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 automatic software that permits corporations and patrons to automate their complete procurement cycle from creating a purchase order requisition doc to lastly receiving the ordered items and making the fee. This superior progressive course of additionally passes via numerous factors resembling getting ready a funds estimate, managing the spending, contracts, and suppliers with full management over buy order.

This module additionally helps corporations to develop digital buy orders, digitally handle stock, and monitor items and providers in real-time. The software is important to optimize inventory ranges and decide what merchandise and amount to buy.

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 objects of RISE CRM, this function provides many different prolonged attributes resembling product code, SKU, buy value, sub-group, photos,…
  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 make it easier to add and activate the plugin inside RISE – Ultimate Project Manager & CRM, in case you are not conscious on tips on how to do it.

Support

Our help workforce is all the time round to assist. Feel free to lift a help ticket.
Guys from help division will get again to you as quickly as attainable with a reply, guiding you thru any points.

Changelog

Version 1.0.0 / 2022-09-16

    Initial model

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