Delivery Note Module for Perfex CRM

Live Demo: Delivery Note Module for Perfex CRM Live Demo

Delivery Note Module for Perfex CRM is a powerful extension designed to enhance your sales operations within Perfex CRM. This module empowers you to effortlessly create and manage delivery notes (D/Ns), streamlining your workflow and ensuring accurate tracking of goods delivered to customers.

Product Overview

The Delivery Note Module seamlessly integrates with your existing Perfex CRM environment, providing a user-friendly interface for generating and managing D/Ns. It streamlines the delivery process, enabling you to efficiently track delivered goods and services, maintain accurate inventory records, and enhance communication with your customers.

Efficient D/N Creation

With the Delivery Note Module, you can easily create delivery notes directly within Perfex CRM. The intuitive interface allows you to quickly input relevant details, such as customer information, order numbers, delivered items, and quantities. This eliminates the need for manual data entry and reduces the risk of errors.

Conversion Capabilities

The module offers flexible conversion capabilities, allowing you to effortlessly convert purchase orders (POs) and estimates into D/Ns. This provides you with greater flexibility in managing your sales process and ensures accurate tracking of delivered quantities.

Integration with Workflow

The Delivery Note Module seamlessly integrates with your existing workflow. You can convert D/Ns back into purchase orders (if you have the Purchase Order module) and invoices as needed, ensuring a smooth and efficient flow of information. Additionally, you can create D/Ns directly from invoices, enabling a streamlined process for managing deliveries.

Digital Signature

Multiple signatures from staff across various departments can be added to the delivery note. Customers can also sign the delivery note to confirm receipt, adding a layer of transparency and accountability to the process.

Flexibility

The module offers high levels of flexibility, allowing you to customize the information displayed on the D/Ns. You can control the number of columns, the information included in each column, and the display of rates, taxes, and other relevant data.

Custom Fields

The Delivery Note Module automatically transfers custom fields during the conversion process to invoices or when creating D/Ns from estimates. This ensures that all essential information is carried over seamlessly, maintaining data integrity and consistency.

Ideal Use Cases

The Delivery Note Module is ideal for businesses of all sizes that require a streamlined and efficient way to manage deliveries. It is particularly beneficial for:

• E-commerce businesses that ship physical goods to customers
• Service-based businesses that provide deliverables to clients
• Wholesale distributors that manage large-scale deliveries
• Any organization that needs to track and document the delivery of goods or services

Who Should Use This Product?

This product is designed for businesses using Perfex CRM who want to:

• Enhance their delivery process efficiency
• Track deliveries accurately and effectively
• Improve communication with customers
• Reduce administrative tasks and save time

Installation and Setup Guide

Detailed installation and usage instructions are provided within the product documentation.

Important Product Information

• This module requires Perfex CRM version 3.1.* or later.
• We provide comprehensive documentation and responsive customer support to assist you with installation and usage.
• Please note that refunds are not provided for digital products after purchase. We encourage you to thoroughly test the module before making a purchase.

Category: PHP Scripts

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.