Introduction:
I have recently employed the Supplier Management module Version 2.3.4 in Perfex CRM, and in this extensive review, I aim to provide an accurate overview, highlighting both its impressive key features and its areas worthy of improvement.
Content
Supplier relationship management is becoming increasingly important, especially amongst businesses, which involve constant interactions with external partners suppliers. This is exactly when the Supplier Management module offered by Perfex CRM will come in handy. Specifically designed to simplify and expedite supplier-related processes Perfex’s supplier management aims to help your organization capitalize on its vendor interactions increase transparency and productivity streamline purchase orders and requests for service and, more importantly get a grip on supplier reputation and performance tracking. These modules offer real-time interactions, collaboration with partners clients, suppliers in real or virtual spaces as they relate to their current tasks they can make statements invoices purchase orders and credits note within the CRM’s main features.
I’m a total newbie in Perfex’s supplier management system and did not find any user difficulties or problems understanding it fully. However, for starters, there were no significant instructions on what they entail, or steps that ought to be undertaken when operating the supplier’s profile this was an obvious confusion caused by lack of sufficient background information or perhaps more clearly presented explanations that should certainly be taken care of I also felt as if i had been the last the first in their group was the one responsible for fixing all these.
Strength’s
• Manage Supplier data in Perfex: We can keep an updated registry of suppliers.
• It allows staff and customers an opportunity to have discussions based on projects: we enable suppliers to view information directly.
• Provides numerous customizable options for communication (task, contracts, estimates of work) this also simplifies our purchasing procedures at the time that this software has provided all necessary things to improve in many specific ways and help a higher level of trust, among our team suppliers
For me the system could probably be enhanced and this requires more improvement so, an enhancement can always help when we look back, these modules would surely prove to be worth investing further.
The biggest disappointment it is a limitation I’d say in comparison with such other well established competitors a few minor complaints for all of them however we appreciate the overall features the design of this interface with my supplier in that one should have an active presence to improve upon our workflow.
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Introduction to Perfex CRM Supplier Management Module v2.3.4
Perfex CRM is a comprehensive customer relationship management system that offers a range of features to help businesses streamline their operations and improve customer relationships. One of the key modules within Perfex CRM is the Supplier Management module, which allows users to manage and track relationships with their suppliers. In this tutorial, we will guide you through the process of using the Supplier Management module v2.3.4 for Perfex CRM.
What is the Supplier Management Module?
The Supplier Management module is designed to help businesses manage their relationships with suppliers, track orders, and monitor supplier performance. With this module, you can:
- Create and manage supplier profiles
- Track orders and inventory levels
- Monitor supplier performance and ratings
- Generate reports and analytics
Tutorial: Using the Supplier Management Module v2.3.4 for Perfex CRM
Step 1: Accessing the Supplier Management Module
To access the Supplier Management module, follow these steps:
- Log in to your Perfex CRM account.
- Click on the "Settings" icon () in the top navigation bar.
- Select "Modules" from the drop-down menu.
- Scroll down to the "Supplier Management" module and click on the "Activate" button.
- Once activated, click on the "Supplier Management" tab to access the module.
Step 2: Creating a Supplier Profile
To create a new supplier profile, follow these steps:
- Click on the "Suppliers" tab within the Supplier Management module.
- Click on the "Add New Supplier" button.
- Fill in the required information, including supplier name, contact person, email, phone number, and address.
- Click on the "Save" button to create the new supplier profile.
Step 3: Adding Orders and Tracking Inventory
To add an order and track inventory levels, follow these steps:
- Click on the "Orders" tab within the Supplier Management module.
- Click on the "Add New Order" button.
- Select the supplier profile from the drop-down menu.
- Fill in the order details, including order date, product name, quantity, and unit price.
- Click on the "Save" button to add the new order.
- To track inventory levels, click on the "Inventory" tab and select the supplier profile.
- You can view the current inventory levels and reorder quantities as needed.
Step 4: Monitoring Supplier Performance and Ratings
To monitor supplier performance and ratings, follow these steps:
- Click on the "Suppliers" tab within the Supplier Management module.
- Select a supplier profile from the list.
- Click on the "Performance" tab to view the supplier's performance metrics, including order fulfillment rate, on-time delivery rate, and average rating.
- Click on the "Ratings" tab to view the supplier's ratings from other users.
- You can leave a rating and comment for the supplier by clicking on the "Leave a rating" button.
Step 5: Generating Reports and Analytics
To generate reports and analytics, follow these steps:
- Click on the "Reports" tab within the Supplier Management module.
- Select the type of report you want to generate, such as "Supplier Performance" or "Order History".
- Customize the report settings as needed.
- Click on the "Generate Report" button to view the report.
Conclusion
In this tutorial, we have covered the basics of using the Supplier Management module v2.3.4 for Perfex CRM. With this module, you can create and manage supplier profiles, track orders and inventory levels, monitor supplier performance and ratings, and generate reports and analytics. By following these steps, you can effectively manage your supplier relationships and improve your business operations.
Here are the settings examples for Supplier Management module v2.3.4 for Perfex CRM:
API Token
To configure API token, follow these steps: Settings > API > Tokens Create a new token by clicking the "Generate" button Give your token a name, and choose the "Supplier" permission Click "Create" to generate the token Copy the token value
Supplier Default Organization
To configure supplier default organization, follow these steps: Settings > Supplier > Default Organization Select the organization that will be assigned as the default for all new suppliers Click "Save" to apply changes
Supplier Currency
To configure supplier currency, follow these steps: Settings > Supplier > Currency Select the currency that will be used for all suppliers Click "Save" to apply changes
Supplier Payment Terms
To configure supplier payment terms, follow these steps: Settings > Supplier > Payment Terms Select the payment term that will be used for all suppliers Click "Save" to apply changes
Supplier VAT Tax
To configure supplier VAT tax, follow these steps: Settings > Supplier > VAT Tax Enter the VAT tax rate for the supplier Click "Save" to apply changes
Supplier Contact Information
To configure supplier contact information, follow these steps: Settings > Supplier > Contact Information Enter the default contact information for all suppliers, such as address and phone number Click "Save" to apply changes
Here are the features of the Supplier Management module v2.3.4 for Perfex CRM:
- Stay on top of business and manage supplier relationships: Manage all interactions with third-party organizations that supply goods and/or services to your organization.
- Assign suppliers to specific staff: Assign suppliers to specific staff members of your team to manage the relationship.
- Supplier portal collaboration: Allow suppliers to collaborate in the supplier portal.
- Notes and statements: Make notes and statements about suppliers.
- Invoices, credit notes, estimates, tickets, contracts, and projects: Create and manage invoices, credit notes, estimates, tickets, contracts, and projects for suppliers.
- Task management: Assign tasks to suppliers and track their progress.
Note that the module is free if customers leave a positive review and email the supplier after purchasing the module.
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