Surepaint CRM V2 docs

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How to Install a Module in perfex CRM ​

  1. Click on in Perfex CRM dashboard.

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  1. Now, to install a new module, click on Choose File and select the zip file of the module and click on install

  2. By default the module would be deactivated, activate it for using its  features.

Purchase Order Module ​

Introduction ​

Purchase Order Module is design to sent the approximate value to subcontractor .

Purchase Order Module is an customize features of Perfex CRM.

  • Sales > Purchase Order > New Purchase Order

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Creating New Purchase Order ​

  • This tab allows user to create a new purchase order form.

  • This form has three sections Purchase Order Information , Project Information , Purchase Order Item.

Sections of Purchase Order Form ​

Purchase Order Information

Project Information

Purchase Order Item

Purchase Order Information ​

Multiple Contacts - If user will select Multiple Contacts Checkbox they will get option to select group .So user can easily create Purchase Order for two or more subcontractor at one time.

Select Group - Select Group will give you the feature of select the group of subcontractor all contact which are included that selected group it will display in contact automatically.

Contact - It will give you the feature to select single contact.

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Project information ​

  • Related : Project related information.

  • Material Suppliers :

    • Name of Material Supplier is added in this section.
    • Material Suppliers are pre-defined in Setup > Material Suppliers .

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  • Featured Image : Featured images are attached in this section which will be displayed in the top head section of web view.

  • Add Inclusion , Add Exclusion : These Features are optional for the user.

  • User can also attach multiple images in Attachment section which will be displayed in Project Visual Report in web view.

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Purchase Order Items ​

  • Add Item

    1. Add Item - User will get text box to add item.

    2. Add Subtotal - It will display the total amount of all the above added items.

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  • Optional Item

    • To provide choice to Customer and it's price is added to grand total.

    • Displays the check box button to select the optional item.

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  1. Moves item in Upward direction.

  2. Moves item in Downward direction.

  3. User can removes item.

Records In Purchase Order ​

  • You can select the Multiple option from the Purchase Order Information section to send the same order to multiple subcontractors .
  • Similarly , the number of records will be displayed in data table .
  • Among the subcontractors to whom the purchase order is sent through mail , the one who accepts it first will be approved and the rest will be rejected .

Landing Page Of Purchase Order ​

The landing page of Purchase Order shows the following sections
1. Filters
2. Charts
3. Data Table

1. Filters ​

These section consists of three filters. Changes in these filters can affect the display of Charts & Data Table

  • Period Filter
  • Expense Type Filter -> Has two types Contractor Revenue and Surepaint Revenue.
  • Project Details Filter -> The chart will be classify on the basis of Average , Count , Total.

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2. Charts ​

This part will display the charts for purchase order on the basis of suppliers according to value selected in above filters.

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3. Data Table ​

  • Table will display all the details about purchase order for all entered Purchase order.

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Purchase Order Preview ​

  • By clicking on the Purchase Order user can see Purchase Preview.

  • SMS Sending

  • Edit Purchase Order details

  • Email Sending

  • PDF Creation

  • More - Web View, Status Change

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Web View Section ​

Accept and Decline Purchase Order ​

  • Click on Accept Button to accept Purchase Order.

  • If user wants to Decline the Purchase Order they have to click on the Decline Button and have to select the reason.

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  • Use can add Purchase order declining reason from

​ Setup > Purchase Order > Purchase Order Decline Reason

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