Overview
Purchase Management Module for Perfex CRM is a professional-grade tool designed to automate, streamline, and optimize your organization’s entire procurement process. From managing vendors and purchase requests to handling quotations, contracts, and order execution, everything is centralized within your Perfex CRM dashboard.
Developed by Tech9Pros, the module supports real-time reporting, approval workflows, and integrations via API and webhooks—ideal for teams aiming to improve operational efficiency and reduce costs.
Version 1.0.0
Purchase Management Module for Perfex CRM Key Features
- Vendor Management: Maintain comprehensive vendor profiles with detailed contact information, communication history, performance evaluations, and access control. Keep track of vendor interactions, ratings, documentation, and offer them a dedicated portal to streamline two-way communication and documentation sharing.
- Purchase Workflow: Automate your entire procurement lifecycle, starting from purchase request creation to approvals, vendor quote handling, purchase order issuance, delivery tracking, and invoice generation. Ensure that all steps are auditable and customizable according to your organization’s internal approval hierarchy and workflow structure.
- Quotation Management: Simplify your quotation process by sending out RFQs to multiple vendors, collecting and comparing responses within the CRM, and managing approvals in a centralized dashboard. Evaluate quotes based on cost, delivery time, quality, and vendor ratings before finalizing your decision.
- Purchase Orders: Generate accurate and professional purchase orders from approved quotes, track them across stages, make necessary modifications, and manage delivery schedules. Include multiple line items, taxes, payment terms, and supplier-specific conditions for full compliance and clarity.
- Contracts: Manage your supplier contracts digitally, track start and end dates, set renewal reminders, and attach signed documents. Integrated e-signature support allows for easy approval and execution of contracts without manual intervention, ensuring timely renewals and compliance with terms.
- Reporting & Analytics: Access real-time dashboards showing procurement KPIs, vendor spend analysis, order volumes, and budget utilization. Export reports in various formats for accounting and strategic planning. Use historical insights to make informed sourcing and budgeting decisions.
Installation Guide
- Upload the module to
modules/purchase/ - Enable via Setup → Modules in Perfex CRM
- Activate using your license key (Purchase → License)
- Configure preferences in Purchase → Settings
User Guide Highlights – Purchase Management Module for Perfex CRM
- Getting Started: Initial installation, activation, and setup.
- Vendor Operations: Creating, managing, and evaluating vendors.
- Request-to-Purchase: Full workflow management from request to payment.
- Contract Lifecycle: Issue, track, and renew contracts effortlessly.
API & Webhooks
The module includes REST API endpoints and webhook events like:
purchase.order.createdpurchase.contract.updatedvendor.registered
Purchase Management Module for Perfex CRM Support & Licensing
Email: support@tech9pros.com
Visit Systematica.app to purchase a license and access the full documentation.
Why Choose Purchase Management Module for Perfex CRM?
- Fully integrated with Perfex CRM core
- End-to-end procurement lifecycle management
- Real-time data visibility and automation
- Fast deployment and easy configuration
Frequently Asked Questions (FAQs)
1. Is the module compatible with the latest Perfex CRM version?
Yes, it is fully compatible with Perfex CRM version 3.0 and above.
2. Can I manage multiple purchase requests simultaneously?
Yes, the module supports handling multiple active purchase requests and approval flows concurrently.
3. Does the module include e-signature support for contracts?
Yes, contract forms include digital signature fields to streamline approvals.
4. Are multi-step approval workflows supported?
Yes, the admin can set up customizable approval chains for different purchase levels.
5. Is API integration supported for ERP or inventory platforms?
Yes, the module includes REST API and webhook events for easy external system integration.
6. Is reporting updated in real-time?
Absolutely. Dashboards and analytics refresh automatically with current data.
7. Can access be restricted to specific roles or users?
Yes, permissions can be controlled via the Perfex CRM role settings.
8. Does it support multiple languages?
Yes, the module is translation-ready and supports localization.
9. What happens if the license expires?
Access to the module remains, but future updates and support will be restricted.
10. How do I receive updates?
All updates are available through your Systematica account dashboard.
Support & Help For Accounting Module for Perfex CRM
Every purchase includes six months of expert support by Tech9Pros. We’re here to assist you with installation, configuration, and customization.
- Email: support@tech9pros.com
- Documentation: In-depth guides included with your download
- Customizations: Contact us for bespoke financial module features
Need help fast? Reach out to our engineers through the Contact Us page for hands-on support.