Delivery Note Module for Perfex CRM

Elevate your sales process with our Delivery Note (D/N) Module. Specifically designed for Perfex CRM, this module empowers you to effortlessly create delivery notes (D/N) to streamline your sales operations.

Key Features:

• Efficient D/N Creation: Seamlessly generate delivery notes directly within Perfex CRM to expedite your sales workflow.
• Conversion Capabilities: Convert purchase orders (PO) and estimates into D/Ns with ease, providing flexibility in your sales process.
• Integration with Workflow: Integrate D/Ns seamlessly into your existing workflow by converting them back into purchase orders (require the Purchase Order module) and invoices as needed.

Common Benefits:

• Improved Tracking: Keep track of goods and services delivered to customers, ensuring accurate inventory management.
• Enhanced Communication: Provide clear documentation of deliveries to customers, reducing misunderstandings and disputes.
• Increased Efficiency: Streamline the delivery process and reduce administrative tasks, saving time and resources.
• Customer Satisfaction: Deliver goods promptly and professionally, enhancing customer satisfaction and loyalty.

Experience the benefits of streamlined sales management with the Delivery Note Module for Perfex CRM. Try it today and revolutionize the way you handle delivery notes.

Questions/Support

• Perfex from version 3.1.* to latest version is required.
• We provide documentation covering installation and usage.
• We respond to your questions as fast as possible within few hours but can sometimes be up to few days.
• We dont provide refund for the extension after purchase, so confirm and make full test before purchase.
• Any custom work including setup, installation and extension (that might require skilled hours) are not free. You can hire us for this.

Demo

View a demo of the Delivery Note Module in action here.

Email: customer@customer.com
Password: password

Change Log:

• Added Delivery Notes to client portal
• General improvements
• Fix know issues

• Version 1.0 (Initial Release)