Supplier Management module v2.3.4 for Perfex CRM


Supplier Management module v2.3.4 for Perfex CRM

Supplier relationship management is the discipline of strategically planning for, and managing, all interactions with third-party organizations that supply goods and/or services to an organization the objective of SM is to maximize the value of those interactions. Know your supply chain, know your risk, build relationships and partners to conduct business transactions. Use Supplier module to build a list of suppliers all in Perfex.

Please note the Request for Proposal is a separate module, however, we do give this module away free if our customers leave a positive review. Just email us after and we will send you the module via email.
  • Stay on top of business and manage your supplier’s relationships, all from Perfex CRM.
  • Assign suppliers to specific staffs of your team and let them manage the relationship.
  • Allow suppliers to collaborator in the supplier portal
  • Make notes, statements, invoices, Credit note, estimate, tickets, contracts, projects, task

Try the demo before you buy:

How to test a supplier account, login as a staff member and go to this link https://adzella.com/admin/supplier/client/9?group=contacts

Click on the company name, and select the menu item “Login as supplier” when you login as supplier you have the option to respond to a request for proposal.

Note before you purchase this module:

Supplier are saved in the customer list, this is because the way perfex is designed it saves all contacts in the customer table, so you will see suppliers and customers mixed, if this is not a problem for you can purchase the module. But you will notice that in the demo, we dont have a solution for that now, because if we separate the suppliers, suppliers will not be able to use the supplier area.

Please note the Request for Proposal is a separate module, however we do give this module away free if our customers leave a positive review. Just email us after you have left a review and we will send you the module via email free