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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

Skills: Codeigniter, PHP, MySQL

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About the Employer:
( 0 reviews ) Hyderabad, India

Project ID: #29874271

8 freelancers are bidding on average ₹62140 for this job

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 More

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simpishukla15

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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 More

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hr102

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Zorionin

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skyeslar

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