Purchase Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Purchase Management Module 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.

Module Features

1. Product/Service Management : Inheriting from the items of Perfex 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
   • Supplier Return Policy Management
4. Purchase Request Management
5. Supplier Quotation Management
6. Compare Quotes from Suppliers
7. Purchase Order Management
8. Supplier Contract Management
9. Debit Notes Management
10. Supplier Invoices Management
11. Payment Management
12. Returns Purchase Order Management
13. Reports:
    • Cost of import goods for each item
    • Purchase Order Report
    • Purchase Invoices Report
    • Statistics by number of purchase orders
    • Statistics by cost
14. Settings:
    • General Settings
    • Purchasing Options
    • Units Management
    • Product/Service Group Management
    • Product/Service Sub Group Management
    • Supplier Category
    • Approval Process Management
    • Permission Management
    • Return PO Settings
    • Currency Rates Management
15. Vendor/Supplier Portal:
    • Login/Register
    • Company Profile
    • Product/Service Management
    • Add/Share Products
    • Purchase Request Management
    • Quotation Management
    • Contract Management
    • Purchase Order Management
    • Invoice Management
    • Return Orders Management
16. Integration:
    • Inventory Management for Perfex CRM
    • Accounting and Bookeeping for Perfex CRM
    • Manufacturing Management for Perfex CRM
    • Omni Channel Sales for Perfex CRM

Demo

Purchase Management Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex 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 / 2020-06-25

    Initial version

Version 1.0.2 / 2020-07-06

    Fix some bugs
    Purchase Order number auto generate.
    Convert purchase order to expense.
    Note, attach file in vendor profile.
    Edit unit price in purchase request, quotation, purchase order
    Vendor Portal(Login, Edit profile, Register, Item, Purchase order, Payment, Quotation, Contract, Create, Edit, Delete Quotation)
    Choose vendor when create, update expense

Version 1.0.3 / 2020-07-08

    Fix vendor portal: yourdomain/purchase/vendors_portal
    Add product allocation to vendor (allocate by product or product group).    

Version 1.0.4 / 2020-07-14

    Fix minor bugs
    Bulk action for item.
    Add custom field for vendor
    Term & conditions displayed on PDF and detail screen.
    Display Item description on the Purchase Order.    

Version 1.0.5 / 2020-07-26

    Add hooks to integrate with the Inventory module    

Version 1.0.6 / 2020-08-19

    Improve user interface for pdf layout
    Add public link for Purchase Quotation and Purchase Order    
    Add multiple attachments in the Contract and preview files
    Add custom field for Purchase Order
    Add Task function for Purchase Quotation and Purchase Order (Please read the attached instructions on how to add hook to use this function)
    While creating Purchase Order to supplier, can we also mention client name
    Add tags on a Purchase Order
    If mention client names on PO, can recheck POs in client section
    Add sub group for item

Version 1.0.9 / 2021-01-07

    Add fields and settings for Vendor
    Add fields for purchase request: project, capex, opex, department, ...
    Upgrade UI for the purchase request's PDF.
    Warehouse item check box to be added, in case it's checked the Purchase request items must be from the warehouse items list, if it's not checked the purchase request items can be added manually (free text).
    Purchase request code: to be auto generated (PR-Dep-No.-Year) no. to start from scratch every year.
    Purchase Quotations: add attachment, add feature to send quote to vendor, upgrade UI for pdf,...
    Purchase Orders: add purchase order report and PO voucher report, add many fields, add button copy purchase request items to the PO, add a footer to include all vendor data when chose vendor, add Tax %, Tax amount, Grand total (calculated after discount & after tax), auto generate order date with current date, purchase order no is auto generated (PO-No.-Mon-Year-Vendor) no. to start from scratch every month, edit customfield in PO preview, add feature to send PO to vendor/supplier; upgrade the PDF export. 
    Purchase Contracts: add tab payment, reminders, notes, task, attachment in the detailed contract; add many fields; add attachment; add contract description; update the contract grid view with filter.
    Purchase Items: add commodity group and sub group field (choose from settings tab Commodity Group & Sub group).
    Add Purchase Invoice: create invoice with Purchase Order or Contract (Can choose it from “Create invoice by” dropdown list in tab Purchase order setting – Menu Setting); invoice detail have 6 tabs: Purchase invoice, Payment record, Reminders, Task, Notes and Attchment; approval payment invoice.
    Settings: add commodity group & sub group, vendor category; add payment request approval; add purchase request & purchase invoice prefix.
    Add data reset feature
    Add languages: bulgarian, catalan, chinese, czech, dutch, french, german, greek, indonesia, italian, japanese, persian, polish, portuguese, romanian, russian, slovak, spanish, swedish, turkish, ukrainian, vietnamese.

Version 1.2.0 / 2022-04-08

    Fix minor bugs
    Update the supplier invoice, statement menu in vendor profile.
    Update the permission feature.
    Update template on PDF for the purchase order.
    Update the supplier contract UI.
    Update the tax feature for the purchase request, purchase order, supplier quotation.
    Update email template the approval process, purchase request, supplier quotation.
    Upgrade the supplier invoice.
    Upgrade filters for the vendor, purchase order, purchase request, supplier invoice.
    Create purchase request, purchase order from sales invoice.
    Add more statuses for the purchase order.
    Add the feature to create multiple invoices from one purchase order.
    Add the discuss tab for the supplier quotation, purchase order, contract, and invoice.
    Add a dashboard to notify purchase orders that are about to be delivered.
    Add the supplier recurring invoice.
    Add the feature to compare quotes from suppliers.
    Add the debit notes feature.
    Add value refresh feature in purchase order.
    Add payment feature on supplier invoices.
    Support for PHP 8.x.

Version 1.2.3 / 2022-05-13

    Update PO to expense feature.
    Update email template for features: purchase request, quotation, purchase order, debit note, supplier statement.
    Update features for supplier portal: quotation, contract, purchase order, invoice.
    Upgrade supplier invoices: select product/service details, recurring invoices.
    Improved UI for company features: purchase request, quotation, purchase order, supplier contract, supplier invoice, payment.
    Improved UI for supplier features: product management, purchase request, quotation, purchase order, invoice, payment.
    Integrate purchase request, supplier contract, purchase order in project details.
    Integrate approval process with HR Records Management module.
    Add share purchase request feature for vendors.
    Add the feature that the vendor can create their own product/service and share it with companies.    
    Add multi-currency feature.
    Add currency rates management feature.
    Add a feature to support payment on purchase order.
    Add purchase request feature for supplier portal.
    Add attachment management feature for purchase request.
    Add feature to select products when creating a debit note.
    Add return purchase order management feature.
    Add features to manage return policies for suppliers.
    Add quotation tab in supplier profile.
    Add a feature for supplier to confirm orders and update delivery information.    

Version 1.2.4 / 2022-05-14

    Fix minor bugs.
    Updated features for the purchase order, debit note, and return purchase order.
    Add feature to get currency rates automatically.    

Version 1.2.5 / 2022-05-18

    Update the purchase request feature on the supplier portal.
    Update the PDF view of the purchase request.
    Update file preview feature
    Update the discussion tab in the purchase order, supplier invoice, supplier contract, and quotation functions.
    Update the refund tab of the return order function.

Version 1.2.6 / 2022-05-22

    Add the feature to create purchase requests from sales estimates.
    Add the feature to convert purchase requests to quotations on the vendor portal.
    Update the quotation, and purchase order feature.

Version 1.2.7 / 2022-05-25

    Fix minor bugs
    Update the vendor portal.
    Add the shipping fee for quotation, purchase order, supplier invoice.
     Add the fixed amount discount for related features.

Version 1.2.8 / 2022-06-07

    Update vendor contact management feature.
    Update language files.

Version 1.2.9 / 2022-06-21

    [Added] Options settings for emailing feature when creating a contact.
    [Added] Options settings for purchase order number reset feature
    [Updated] Automatically create items when approving purchase requests.

Version 1.3.0 / 2022-06-28

    [Updated] Purchase request, purchase order, purchase order widget.

Version 1.3.1 / 2024-05-22

    Fix error displaying item name on dropdown list
    Fix error of sending mail notification on purchase request
    Fix send mail notification error on invoice payment
    Fix calculation error on invoice
    Update PO list sorted by order date
    Fix error loading js on dashboard
    Fix error of wrong purchase request prefix when creating
    Update invoice number => invoice code, add invoice number field
    Fix remaining amount error on table debit note

Version 1.3.2 / 2024-05-22

    Update custom fields for items (add, edit, delete, display on table & detail view screen).
    Fix setting error in editing approval process, permission, add vendor

Version 1.3.3 / 2024-05-22

    Update shipping information for PO
    Fix debit note & invoice filter date error

Version 1.3.4 / 2024-05-22

    Update settings to allow vendor registration
    Admin can approve vendor registration

Version 1.3.5 / 2024-05-22

    Update terms & conditions when vendor registers

Version 1.3.6 / 2024-05-22

    Update sending emails according to the vendor's language.

Version 1.3.7 / 2024-05-22

    Updates allow vendors to sign contracts

Version 1.3.8 / 2024-05-22

    Fix error when creating PO, unable to add new items when clicking on the check mark after selecting the item.
    Change api to get currency conversion rate.

Version 1.3.9 / 2024-05-22

    Allow vendors to upload attachment files in quotes.
    Fix the error of Item containing images, when sharing to admin, share the item's image as well. Same for sharing items from admin to vendor.
    Update export PDF quote comparison table.

Version 1.4.0 / 2024-05-22

    Display units in purchase order details, PDF, public link
    Purchase Order list => sorted by Purchase Order column
    Fix error where order status changes to Cancelled but Delivery status remains unchanged.

Version 1.4.1 / 2024-05-22

    Fix the error of rejecting Payment request approval and PINV status after payment is rejected.
    Fix progress bar - Pyament status of PO in Project details

Version 1.4.2 / 2024-05-22

    Update custom field for vendor contact

Version 1.4.3 / 2024-05-22

    Added Setting menu permissions for employees
    Fix the error of displaying images in the Edit screen of vendor shared items, and cloned items also display images
    Updated the forwarding link to the item in the Cost of import goods report for each item
    Debit note takes purchase price instead of sale price

Version 1.4.4 / 2024-05-22

    Added email templates for approval requests and vendor contact welcome emails

Version 1.4.5 / 2024-05-22

    Fix the error of Email send reminder of PO and Debit Note attaching the wrong link
    Add delete payment in PO detail hook
    Fix Quotation error, when setting discount for 1 item, other items will also have the same discount
    Update Purchase request PDF
    Fix PDF PO viewing error
    Fix error of Order return not getting tax

Version 1.4.6 / 2024-05-22

    Update View Own permissions for menus: Vendors, Vendor-Items, Purchase Request, Quotations, Purchase Orders, Purchase Order Return, Purchase contracts, Purchase Invoice, Purchase Debit Notes
    Fix error of sorting PR list by latest date
    Fix error sorting invoice code column in invoice management screen (admin portal)
    Fix the error where the invoice status does not change after editing a fully paid invoice
    Fix error of not showing approval reason
    Fix purchase order view error in public link & vendor portal

Version 1.4.7 / 2024-05-22

    Fix error of purchase order created from purchase request not loading item description.
    Custom fields of PO displayed on PDF.
    Added discount type: before Tax for purchase order, purchase invoice, purchase quotation
    Update purchase invoice PDF
    Fix item import error
    Update expense mapping hook
    Fix vendor merge field error on mail template.
    Fix error of sending email with attached pdf statement to vendor
    Fix bug with refresh order value feature for purchase order
    Fix CSRF token error for import features
    Fix total payment statistics error on vendor portal
    Optimize clients select box on purchase order
    Fix clients/items search select box error

Version 1.4.8 / 2024-05-22

    Update country code for shipping information on purchase order
    Fix error importing items
    Fix duplicate warehouse receipt error when creating purchase order
    Fix error of displaying wrong currency on PO table in Dashboard
    Updated vendor note display on purchase order detail screen (admin/vendor portal)

Version 1.4.9 / 2024-05-22

    Remove the mandatory condition of the department field when creating a purchase request
    Update cutomfield for vendor on registration form
    Fix wrong status error after applying debit note to purchase invoice
    Fix custom style error of theme style load module for vendor portal
    Updated staff with edit rights can change the approval status for PO, PR, Purchase Quotation

Version 1.5.0 / 2024-05-22

    Add column wh_quantity_received, fix error of creating purchase order integrated with inventory when activating module for the first time
    Update permissions for employees to change approval status for PO, PR, Purchase Quotation
    Updated the display of attached files for Contracts in the vendor portal
    Updated employees with view own permission can view & approve transactions if a request for approval is sent.
    Fix payment creation error on purchase order details screen (admin portal)
    Update tinymce load for customers using the new tinymce version
    Automatically update additional vendors for expenses when converting PO to expenses
    Fix purchase contract pdf display error
    Updated vendor column display for core expense list.
    Upgrade source code to be compatible with PHP 8.1.
    Upgraded features to be compatible with the latest version of Perfex CRM.