Purchase Order Module for Perfex CRM

Note: This module is an add-on for Perfex CRM

Enhance your Perfex CRM experience with our Purchase Order Module. Designed to seamlessly integrate into your existing Perfex CRM environment, this module adds powerful purchase order functionalities to streamline your sales process.

The Purchase Order module follows a similar flow and offers functionalities close to that of estimates and invoices, ensuring easy integration with your existing workflow.

Key Features:

Dedicated Purchase Order Module: Access a dedicated module within Perfex CRM specifically tailored for handling purchase orders.
Create Purchase Orders: Effortlessly create purchase orders directly within your Perfex CRM dashboard.
Convert Estimates to Purchase Orders: Seamlessly convert estimates into purchase orders or create new ones as needed.
Integration with Sales Workflow: Ensure smooth integration with your sales workflow by converting purchase orders to invoices and delivery notes (requires the delivery note module).

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

View full documentation here

Demo

View a demo of the Purchase Order Module in action here.

Email: customer@customer.com
Password: password

Change Log:

Version 1.1.2- 13 Aug 2025

Add purchase order predefined terms and client note when converting from estimate (estimate terms and client note overrides when predefined are empty)
Other minor improvements

Version 1.1.1- 11 Jul 2025

Improve dashboard statistic
Other minor improvements

Version 1.1.0 – 05 Dec 2024

Fix missing menu in Perfex v3.2

Version 1.0.9 – 28 August 2024

Add purcahse order to default contact permissions

Version 1.0.8c – 13 Jun 2024

Uninvoice deleted invoices

Version 1.0.8b – 04 May 2024

Allow viewing purchase order as customer when login requirement is disabled

Version 1.0.8 – 17 Apr 2024

Add purchase orders overview dashboard widget option

Version 1.0.7 – 16 Apr 2024

Fix pdf generating issue

Version 1.0.5 – 16 March 2024

Add switch for sales type conversion
Other minor improvement

Version 1.0.4b – 13 March 2024

Fix duplicated custom fields during conversion

Version 1.0.4 – 12 March 2024

Fix issue when deleting PO
Add transfer of estimate custom fields to PO
Other minor improvements

Version 1.0.3 – 11 March 2024

Add support for custom fields
Improve resource linking accessibility for estimate and delivery note conversion
Add PO to client portal
Fix non admin staff not able to convert quote to PO.

Version 1.0.2 – 06 March 2024

Added Purchase Order to client portal
General improvements

Version 1.0.1 – 04 March 2024

Version 1.0 (Initial Release):