Suljettu

Customization and Additional Modules Development In Perfex CRM -- 2

Customization

#1 Multi Location

#2 Permissions:

As of now, We can grant permissions to staff of (View Own or Global Data), additionally I need a option for Managers of View His Team Data.

#3 Sales Workflow

(General Sales / Spare / Service / AMC)

i. Enquiry

(Permissions: Anyone in Sales Team Can Create and Approve)

Convert to Estimate

ii. Estimate

(Permissions: Anyone in Sales Team Can Create and Manager and MD can Approve)

Convert to SOP

iii. Sales order Profile

(Permissions: Anyone in Sales Team and Only MD can Approve)

*Revision Request and Assignment History

iv. Convert to Sales Order Confirmation

(Permissions: Anyone in Sales Team Can Create and Manager and MD can Approve)

Convert to SOP

v. Once Order Confirmation received

Commercial Team Will Check Stock

(If Stock Isn’t Available)

i. Create Purchase Order

(Anyone in Commercial Team Can Create and Only MD can Approve)

i. Once Goods Receipt

Generate Operational Verification (Quality Check)

ii. Inventory

Else

iii. Create Delivery Challan

ii. Raise Installation Call

#4 Customers : Customer can be Customer/Supplier/Dealer

i. Partner ID Will Be Associated With Every One

ii. Company Group will have extra fields, and I Need Industry and Sub Industry Selection Industry wise Reports

5. Create Vouchers and All Expenses and Invoices Will be Synced with TALLY ERP

6, Manage Service Calls, AMC Calls, Calibration Calls and Installation Calls

Skills Required

Taidot: Codeigniter, PHP, MySQL

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Tietoa työnantajasta:
( 0 arvostelua ) Hyderabad, India

Projektin tunnus: #29874271

8 freelanceria on tarjonnut keskimäärin ₹62140 tähän työhön

maysaxena

Hello, I have summarize your requirements of Customization and Additional Modules Development In Perfex CRM, we have done similar projects before, so will able to do this task for you with my very qualified and well ex Lisää

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simpishukla15

Hello Client, Hope you are doing well and safe. Understanding of project: As per your given briefing you are looking for skilled developer, who can able to do create CRM system, I am glad to say that I Have prior expe Lisää

₹56250 INR 20 päivässä
(38 arvostelua)
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furqanpasta

Hello Hiring Manager, I have understood your requirement. I am interested to customize the existing Perfex CRM by adding more modules as we have already worked on different CRM. Let's discuss this project requirement Lisää

₹75000 INR 30 päivässä
(3 arvostelua)
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hr102

Dear client I m expert in php and I can do your project with my experience and Intelligence. I have 7 years of experience in php, html, word press, java,java script, laravel, code ignitor and web designing and payment Lisää

₹56000 INR 6 päivässä
(14 arvostelua)
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Zorionin

Hello Sir/Ma’am, We’re professionals developers, having 10+ years experience developed several of mobile apps. Not only that, we’re also UI designers (FULL STACK). We’re available to work FAST, and with great quality. Lisää

₹50000 INR 7 päivässä
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skyeslar

PERFEX CRM CUSTOMIZATION PRO WITH PROOF IN OWN SERVER Crafting Uniqueness for Digital Presence with the highest ROI Don’t let your website be just another URL on the web. I am here to convert it into a powerful marke Lisää

₹39867 INR 5 päivässä
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