Description
Krayin Purchase Order extension in Krayin CRM allows the admin to manage inventory, purchase management, and sourcing from multiple suppliers. It improves procurement, allowing businesses to stay organized and in control.
This extension allows admins to manage, create suppliers, and track purchase orders. It assures smooth business processes, offering better control over inventory and procurement management workflows.
Highlighted Features of Krayin Purchase Order
Multiple suppliers
Admins can create and manage suppliers directly within Krayin CRM.
Supplier profile
An attractive view and details were added to the Supplier Profile for a better view of the user.
Product Management
Krayin CRM Admin can manage the suppliers' products.
Product Activity
The Admin also manages product activity - meetings, calls, and lunch.
Purchase order
Each Supplier profile has its purchase order section by which they can check their PO.
Email Template
Admins can create or edit email templates for purchase order activities.
Partial Inventory
The supplier can receive the partial Inventory of PO from the Krayin CRM admin.
Files and Notes Feature
The admin can attach files and notes related to the supplier and purchase order.
Why do we need a Krayin Purchase Order?
Krayin Purchase Order Extension simplifies procurement by integrating purchase order management with Krayin CRM. It streamlines creating, tracking, and managing orders, enhancing efficiency and organization.
We combine supplier and order management into one system, it makes everything work better and allows for improved inventory management.
With this module, the admin can easily manage purchase orders. If you want to make your website faster and improve the performance of your Krayin CRM on the AWS cloud, you should look into Krayin AWS Speed Optimization.
Supplier creation
Admin can manage suppliers from Krayin CRM easily. Admin can perform -
- Add new suppliers and edit details from existing suppliers in the list.
- Admin can fill in the supplier's details of contact, emails, and addresses.
- Add email ID and contact number to more than one in the supplier's information.
- In the general information section, the admin can fill in the registration number and select the payment terms.
Supplier Activity
From Krayin CRM, the admin can view and manage supplier activities.
- Compose a new email to the user as needed.
- All existing activities can be visible in all planned activity sections.
- Admin can share files with the user by attaching them.
- Write a note for the user, and it will appear in the notes section.
- Add three Activities - call, meeting, and lunch with the user.
- Add a product by creating a new product or searching the existing one.
Product management
In product, the admin can view and manage the list of products.
- Admin creates new products and edits and manages existing products.
- Manage the notes in the product.
- Add the attachment file related to the product.
- Admin can edit the product information about the product - SKU, quantity, and price.
- In the product, the admin can add the product inventory with the source.
- Every updated information will be visible in the changelogs.
Purchase order management
Admin can manage and view the list of all purchase orders in the purchase orders (PO) dashboard.
- View and check the status of individual PO.
- All information, including general, supplier, and delivery details, can be reviewed.
- General and delivery information can be edited as needed.
- Files can be attached to the purchase order. Also, the admin can add notes to the PO.
- Each step and activity of the PO will be visible in the "All" section.
Email Template
Admin can manage every email template setting in the CRM. Once the condition is fulfilled the saved email template will sent.
- Create a new email template based on requirements.
- Edit the existing email template from the action.
- Add or modify the email template content body with a rich text editor.
- Select the email placeholder from the email template content.
Support
After the completion of the Server Setup, we will provide limited period support for 30 days to the customer so that they can check and ensure the configuration.
Our Support Period includes the SLA of around 12 to 24 hours and covers only issues regarding the Server Setup and Configuration (Issues regarding third-party applications or modules are not included in this support). Mode of Communication are Ticket and Email: support@webkul.com
For any query or issue please create a support ticket here - http://webkul.uvdesk.com