Code

Discussion on Purchase Order Module for Perfex CRM

Discussion on Purchase Order Module for Perfex CRM

By
Cart 53 sales
Recently Updated

ulutfa supports this item

Supported

This author's response time can be up to 10 business days.

21 comments found.

Hello, great work! Quick question: do you think it would be possible to implement a feature that allows for creating multiple Purchase Orders from a single Estimate? Thanks in advance for your reply.

Thank you for the reply. I’ll reach out to you via private message regarding this customization. Just one more thing—do you think it would be possible to add more custom Purchase Order statuses? Thanks.

Yes, that is also possible.

Thanks.

Great. I sent you a private message. Have a good day.

nbiga

nbiga Purchased

Hello, please update the Purchase Order module. It is no longer compatible with the latest version of Perfex, especially regarding the PDF printing. Also, the stamp disappears on the PDF.

Hello,

We replied your email.

Thanks.

Hello, we would like to know if you are considering any of the following updates: 1- Be able to convert PO from proposals 2- Be able to add new status manually 3. Be able to set recurrent purchase orders creation and set what time (1-12 months for example) 4- Be able to set automatic sending of the purchase order once ending date is set (creation of the ending date is needed). 5- Be able to delete the purchase orders in any condition, now sometimes it doesn’t allow.

Friendly reminder

Hello,

Thank you for reaching out.

We do have these on our list, we suggest implementing this on your end. However, if we see more related demand, we will be glad to consider them for implementation.

You might also request customization service from our team through the contact form.

Thank you.

Great work!

Thanks :)

Hello, great module. My question is, will the PO work with keeping track of inventory. Please advise.

Hello,

Thank you for reaching out.

The modules does not manage or track inventory.

Thanks.

After logging into the demo the application continues to load the page https://demo.perfextosaas.com/admin/subscriptions without allowing testing of the modules in the demo.

Hello,

The demo reset every hour. Kindly try again.

Thanks.

hello ,are you able to convert p.o to expenses ? if not you need to add that on your next plug n in

This module get error on perfex crm 3.2.1 setting page

Hello,

We do not get error rather a missing menu.

If you have experience an error, kindly reach out to the author with your purchase code. https://codecanyon.net/user/ulutfa

Thanks

Ok. From what i understood, this plugin purchase order is to entry client Purchase order within the platform and invoice against them.

Normally purchase order is issued against a Supplier for our purchases and the payment has to be marked as expense.

While I am Converting Estimate to Purchase Order, It should be for Vendor instead of Customers

Hello good day,

1- Can recurring order be created and configured? 2- Can a user be assigned so that every time an order is created he notifies him?

Hello,

Thank you for reaching out.

1- Recurring order is not available.

2. Only the sales agent on the particular purchase order will be notified about this and there is no central option.

Thank you.

I believe you should be able to use letters in the PO number field as many customers orders have a mix of both. Is that something you would consider updating?

Hello,

The number are auto generated. You can manage the prefix from the Settings > Finance > Purchase Order (tab) .

As for the item number, we are not able to introudce alphabet. You might also find ‘Purchase Order Number Format’ settings useful also.

Thanks.

Hi, not the auto generated numbers and not the prefix, the actual PO number. For instance, this was an order number from a customer of ours today that I can’t enter correctly “YB2405011837J“ as I can’t input letters in the field. Seems like that would be a a pretty common request to accommodate customer generated PO numbers.

when we delete invoice prucahse Order status is still invoiced . it should be nothing . pls fix this issue as soon as possible

Fixed.

Thanks.

Hello—We need to add “cost items” to projects. In other words, we need to add to and invoice for time AND supplies on each project. Can this module accomplish this?

Hello,

Thank you for reaching out.

The module can not handle this.

Thanks.

Hi,

It seems that i cant send order to mail or make a pdf. Get a 404 error

Hello,

We recieve a similar report for issue when generating pdf. This issue was fixed in v1.0.7. Kindly update to this latest version.

If not helpful, please reachout for further support through our profile form https://codecanyon.net/user/ulutfa

Thank you.

Another thing, how can I add the signature to the purchase order?

Hello,

Added in v1.0.6

Kindly download latest version and enable PDF for purcahse order in PDF settings.

Thanks.

Hello, is it possible to change the purchase order number from 00001 to 00300, for example? I don’t want it to start with the number 1. Thank you

Hello,

The option will only be available after activating the module.

From you snapshot above, the mode is not activated.

It looks this way with us : https://ibb.co/xYxYtFd

If not showing after confirming activation of the module, please reach out through profile for support. https://codecanyon.net/user/ulutfa

Thanks.

Hello, thank you for your response. After activation, the module worked, but I encountered a new problem. I can’t seem to either see or download the PDF order form; it gives me a blank page,The problem arises when I activate the signature in the order form. https://ibb.co/N33q4gk Thanks again.

Hello,

Thank you for reaching out.

Regrettably, we can not reproduce this on our end or demo server. We kindly request reaching out with access to your setup via our profile contact form to investigate this further. https://codecanyon.net/user/ulutfa

Thank you for your corporation.

Hello, can you make payments work for purchase orders similar to invoices?

Hello,

Thank you for reaching out.

We do not have this on our roadmap at this time.

Thanks for your understanding

Hello everything is fine? Do you have a link to the documentation so I can see it before purchasing? Do you have a login area for suppliers to track purchase orders?

Hello,

Thank you for reaching out.

We currently do not have login area for suppliers. You can check the documentation here : https://docs.perfextosaas.com/others/purchase_orders

Thanks.

Hi nice module, is it translatable?

Hello,

Yes it is translatable and comes with translation with most languages supported by Perfex CRM by default.

Thanks.

by
by
by
by
by
by

Tell us what you think!

We'd like to ask you a few questions to help improve CodeCanyon.

Sure, take me to the survey