Purchasing Assistant Microsoft Dynamics CRM Plugin

Purchase Assistant

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Contents 1

Benefits of Purchase Assistant .............................................................................................................. 3

2

Features ................................................................................................................................................ 4 2.1 Purchase Order Functionality ....................................................................................................... 4 2.1.1 Create New Purchase Order ....................................................................................................... 4 2.1.2 Product-Supplier Relationship .................................................................................................... 4 2.1.3 Generate P/O .............................................................................................................................. 5 2.2

Purchase Invoice Functionality ..................................................................................................... 8

3

Compatibility ....................................................................................................................................... 11

4

Installation and Cost ........................................................................................................................... 12

5

About Biztech Consultancy ................................................................................................................. 13

6

To Get Started ..................................................................................................................................... 13

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P U RC H A SE A S S I ST A N T Biztech Consultancy provides effective solution in the form of Purchase Assistant which is used to complete your purchase process and make your purchasing process more efficient and with better inventory and payment tracking.

Plug-in used to set supplier to particular product & generate purchase order of selected product followed by Supplier. Create Purchase Invoice after generating Purchase Order. To generate Purchase Invoice, add "Received Quantity", change the price of the product if required. You can SAVE Purchase Order & Purchase Invoice in PDF format also.

1 Benefits of Purchase Assistant  Purchase order records ensure that information is readily available and over time you can build up a picture of purchasing trends and vendor behavior.  Purchase Assistant ensure accuracy in your orders.  Make your purchasing process more efficient  Save purchase order PDF and purchase invoice PDF.

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2 Features 2.1 Purchase Order Functionality   2.1.1

Purchase order allows buyers to clearly and explicitly communicate their intentions to sellers.

Sellers are protected in case of a buyer's refusal to pay for goods or services.

Purchase orders help a purchasing agent to manage incoming orders and pending orders Create New Purchase Order

 

To create a NEW PURCHASE ORDER, click on navigation SALES -> Order Either creates a New Order or Select form the Existing orders. Select the Product in two different ways as below: o Create New Order (Either Write in) o Select Existing Order



This section allows user to create and manage new purchase order by entered details as: Product Name, Price per Unit, Quantity etc. For Existing Product with the help of look up select the product.

2.1.2



Product-Supplier Relationship

If you want to assign supplier to products or add a new supplier, then you need to perform the following steps:

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o o

2.1.3

Click on “Add Supplier” Button to add a new supplier for the product.

Clicking on “Add/Edit supplier” will open up a pop up where you can set supplier to a particular product from the drop down.

Generate P/O



After adding the Order Products, To generate the Purchase Order click on Generate PO which is available at more CRM ribbon as shown below:



Generate PO will open a page in which you can select supplier. You can add supplier by clicking on Add Supplier.

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

If you have assigned a supplier to product then supplier will selected by default .and if you have to change supplier then you can select from dropdown list.



After generating P.O, Purchase order display on the order page as shown in reference screen below.

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

Purchase Orders will be created and visible as created PO’s as shown below.



You can also save PDF of purchase order by navigating Run Report -> Purchase Order

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2.2 Purchase Invoice Functionality 

Click on Create Purchase Invoice which is available at More Commands as shown below.

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 

Create Purchase Invoice will open a page as shown below.

Create Purchase Invoice will open a page in which you can add received quantity, which you received by your supplier, you can also change price if it is different.



After creating purchase invoice, Invoices display on the purchase order page.

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 

Purchase Invoice will be created and visible as shown below.

You can also save PDF of purchase invoice by navigating Run Report->Purchase Invoice



Report shown as below you can also save report as PDF

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For more information on Purchase Assistant, please refer to https://store.biztechconsultancy.com/magento-delivery-date-scheduler.htm. (our link)

3 Compatibility Our Purchase Assistant Plug-in compatible with different browsers as below:  Internet Explorer  Mozilla Firefox (Nightly)

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4 Installation and Cost -

Biztech Consultancy will help you in installing the plug-in

-

We will customize the plug-ins as per Client’s requirement.

-

We are committed to this plug-ins and will be releasing new version with more enhancements in timely manner.

Extension

Cost

Purchase Assistant

$699

Discounted Price

$499

+ Customization Charge

If any

Setup & Installation Cost

$499

Support & Upgrade Period

3 Months

Additional +1 Year

$149

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5 About Biztech Consultancy -

We simplify your business, offer unique business solution in digital web and IT landscapes.

 Our core expertise includes:

 Dynamic CRM Expertise We are Dynamic CRM Online Plug-in specialist!

Where it is



Store Development 



Customization 



Integration 



Maintenance 



Up gradation 



6 To Get Started Contact – Mr. Maulik Shah CEO, Biztech Consultancy

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support@biztechconsultancy.com sales@biztechconsultancy.com www.biztechconsultancy.com

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