How to Manage Suppliers in your Business with PERFEX CRM 👌the Purchase Module

Опубликовано: 11 Март 2025
на канале: Success by Design
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How to Manage Suppliers in your Business with PERFEX CRM 👌the Purchase Module

1. What is the Purchase Module?

The Purchase Modules is your digital assistant for buying items for your business. Imagine you need to order products or services and need to keep track of suppliers, and quotes, and manage payments.

2. Who Uses the Purchase Module?

Businesses using materials in the process of delivering a service and who need to manage different suppliers: e.g. construction companies needing building materials, plumbers getting parts, electricians requiring equipment, or security firms buying CCTV gear.

3. . Features and Functions of the Purchase Module:

Product/Service Management: List and organize what you want to buy, including details like codes, prices, and pictures. Easily add lots of products at once.
Vendor/Supplier Management: Keep track of all your suppliers, manage contacts, handle orders, and payments, and even compare quotes to get the best deal.
Reports: See how much you're spending, which products you're buying the most, and other important details. It's like a bird's-eye view of your purchasing habits.
Settings: Customize how the module works for your business. Set approval processes, manage units, handle returns—everything's in your control.
Integration: Connect seamlessly with other parts of Perfex CRM. Manage your inventory, handle your finances, or track sales—everything's connected.

Perfex CRM's Purchase Management Module is your go-to tool for buying things for your business. It's used by various industries like construction, plumbing, electricians, and security firms to keep their purchasing organized and efficient. With features like product management, supplier handling, reporting, settings customization, and seamless integration, it's a game-changer for anyone looking to streamline their buying process.

Businesses that use the RIGHT CRM, can increase Revenue by 12.6% year-on-year and at the same time it helps to keep operating costs down.

🔥We specialize in providing the PERFEX CRM to Businesses worldwide. We offer technical support, software development for PERFEX CRM ONLY and customized business training with PERFEX CRM.
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