Elevate your sales process with our Delivery Note (D/N) Module. Specifically designed for Perfex CRM, this module empowers you to effortlessly create delivery notes (D/N) to streamline your sales operations.
Key Features:
- Efficient D/N Creation: Seamlessly generate delivery notes directly within Perfex CRM to expedite your sales workflow.
- Conversion Capabilities: Convert purchase orders (PO) and estimates into D/Ns with ease, providing flexibility in your sales process.
- Integration with Workflow: Integrate D/Ns seamlessly into your existing workflow by converting them back into purchase orders (require the Purchase Order module) and invoices as needed. You can also create DN from an invoice making seamless workflow.
- Digital signature: multiple signatures from staff accross varying department can be added to the delivery note. Customer can also sign delivery note to confirm delivery.
- Flexibility: you have full option of controlling numbers of information including the signatory information on the PDF, the items columns on table and PDF i.e you can decide to show the rate or tax on the DN.
- Custom fields: automatic transfer of custom fields during conversion to invoices or when creating DN from an estimate
