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Purchasing Assistant Microsoft Dynamics CRM Plugin

Keep accurate record of your purchase orders & manage your business efficiently avoiding any mismanagement using Purchasing Assistant plugin for Dynamics CRM.<br><br>More Details: https://store.biztechconsultancy.com/purchasing-assistant.htm

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Purchasing Assistant Microsoft Dynamics CRM Plugin

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  1. Purchase Assistant www.biztechconsultancy.com sales@biztechconsultancy.com 1 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  2. 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 www.biztechconsultancy.com sales@biztechconsultancy.com Page 2 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  3. PURCHASE ASSISTANT 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. 1Benefits 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. www.biztechconsultancy.com sales@biztechconsultancy.com Page 3 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  4. 2Features 2.1Purchase Order Functionality 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 2.1.1Create 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: oCreate New Order (Either Write in) oSelect 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. 2.1.2Product-Supplier Relationship If you want to assign supplier to products or add a new supplier, then you need to perform the following steps: www.biztechconsultancy.com sales@biztechconsultancy.com Page 4 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  5. oClick on “Add Supplier” Button to add a new supplier for the product. oClicking on “Add/Edit supplier” will open up a pop up where you can set supplier to a particular product from the drop down. 2.1.3Generate 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. www.biztechconsultancy.com sales@biztechconsultancy.com Page 5 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  6. 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. www.biztechconsultancy.com sales@biztechconsultancy.com Page 6 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  7. 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 www.biztechconsultancy.com sales@biztechconsultancy.com Page 7 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  8. 2.2Purchase Invoice Functionality Click on Create Purchase Invoice which is available at More Commands as shown below. www.biztechconsultancy.com sales@biztechconsultancy.com Page 8 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  9. 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. www.biztechconsultancy.com sales@biztechconsultancy.com Page 9 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  10. 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 www.biztechconsultancy.com sales@biztechconsultancy.com Page 10 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  11. For more information on Purchase Assistant, please refer to https://store.biztechconsultancy.com/magento-delivery-date-scheduler.htm. (our link) 3Compatibility Our Purchase Assistant Plug-in compatible with different browsers as below: Internet Explorer Mozilla Firefox (Nightly) www.biztechconsultancy.com sales@biztechconsultancy.com Page 11 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  12. 4Installation 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 www.biztechconsultancy.com sales@biztechconsultancy.com Page 12 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  13. 5About Biztech Consultancy - We simplify your business, offer unique business solution in digital web and IT landscapes. Our core expertise includes: Dynamic CRM Expertise We areDynamic CRM Online Plug-in specialist! Where it is Store Development   Customization   Integration   Maintenance   Up gradation      6To Get Started Contact – Mr. Maulik Shah CEO, Biztech Consultancy www.biztechconsultancy.com sales@biztechconsultancy.com Page 13 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

  14. support@biztechconsultancy.com sales@biztechconsultancy.com www.biztechconsultancy.com www.biztechconsultancy.com sales@biztechconsultancy.com Page 14 Copyright © Biztech Consultancy 2015 - All Rights Reserved.

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