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. You can also create DN from an invoice making seamless workflow.
• Digital signature: multiple signatures from staff accross varying department can be added to the delivery note. Customer can also sign delivery note to confirm delivery.
• Flexibility: you have full option of controlling numbers of information including the signatory information on the PDF, the items columns on table and PDF i.e you can decide to show the rate or tax on the DN.
• Custom fields: automatic transfer of custom fields during conversion to invoices or when creating DN from an estimate

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.

Documentation

Demo

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

Email: [email protected]
Password: password

Change Log:

• Improve batch convert to invoice filter; all non-cancelled and non-invoiced delivery notes can now be batch converted

• Add delivery note predefined terms and client note when converting from estimate,invoice,purchase order e.t.c (applies only when predefined ters and note are empty)
• Fix tax column issue on table
• Remove sales information from the customer delivery note view
• Other minor improvements

• Improve dashboard statistic
• Add option to only hide fields on pdf only
• SaaS compatibility: signature uploads in tenant
• Other minor improvements

• Fix missing menu in Perfex v3.2

• Add purcahse order to default contact permissions

• Add bulk convertion to invoice
• Add blank signatory layout option to disable signature on the PDF

• Uninvoice deleted invoices

Version 1.0.7 – 20 Apr 2024

• Add option to show signatures in columns i.e 2 signatory on a row

Version 1.0.6 – 17 Apr 2024

• Add delivery notes overview dashboard widget option

Version 1.0.5b – 21 March 2024

• Hide amount in word when amount field is set to hidden.

• Add switch for sales type conversion
• Other minor improvement

• Fix duplicated custom fields during conversion

Version 1.0.4b – 12 March 2024

• Fix items description not showing issue

• Fix issue when deleting DN
• Add transfer of estimate custom fields to DN
• Add partial delivery status option
• Other minor improvements

• Add support for custom fields
• Add multiple staff signatory support and client/company signature
• Add control of items column (can now add tax, amount, or rate to the table/pdf if desired)
• Add creating delivery note from invoice
• Improve resource linking accessibility for estimate, invoice and purchase order conversion
• Fix contact import issue
• Fix non admin staff not able to convert estimate to delivery note.
• Other minor improvements

Version 1.0.2 – 06 March 2024

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

• Version 1.0 (Initial Release)