Purchasing Assistant For Dynamics CRM
Why Should You Use Purchasing Assistant?
Through Microsoft Dynamics purchasing management, you get information about your expenses. It helps you to manage the budget for specific products and you can also take benefit of volume discounts on large orders.
Ensure Order Accuracy
MS CRM purchasing order management enables you to keep a record of orders placed and other details while working with other vendors. This can help you ensure accuracy in your orders.
Creating purchase orders manually can have a scope for errors. System generated purchase orders are less prone to human errors. This gives an upper hand to system generated POS.
Purchasing Assistant – Feature Highlights
Create Purchase Order
- Go to “Order” field from the sales section and create a new order or select from the existing orders. Add product name, price per unit, quantity and select the suppliers available for the specific product. In case you have already assigned a supplier to the product, it will select it by default unless you replace it with a new supplier.
Save PDF of Purchase Order
- Once you have generated purchase order, it can be displayed on the order page with all the relevant data that you would have selected while generating the PO. You can save the PO in PDF format for which you have to navigate to “Run Report” and then “Purchase Order”.
Create Purchase Invoice
- Creating Purchase Invoice is the next step that you need to take after you have generated purchase order. To generate the purchase invoice for the PO, you have to navigate to “More Command” and “Create Purchase Invoice”. It will open a page where you can add received quantity (the number of items you received from the vendor) and can change the price of the product, if need be.
Points to Note
- AppJetty License authentication is required for the Plugin
- Works on Dynamics CRM's existing Sales Orders and Products module
- Customization in Dynamics CRM's Sales Orders and Product's main form
- Works with Dynamics CRM 2016(version 8.0) and upper version.
Free 3 Months
Free 6 Months
Highly Secure &
No more errors
Before I bought this extension, I used to make a lot of errors while creating purchase orders. But now as everything is automatized, I am much relieved. Amazing tool!
Perfect for Dynamic CRM
If you are looking for a tool that offers perfect invoicing in your DynamicsCRM system, you are sure to be happy after investing into this tool!
I never thought MS CRM purchasing order management would be so stress-free. It has brought a lot of accuracy in my orders. Thank you AppJetty!
An efficient tool
Before I bought Purchasing Assistant Microsoft Dynamics CRM Plugin, I had no idea that there can be a product as useful and efficient as this one. Kudos to the makers!
If you are looking for Microsoft purchasing assistant modules, Purchasing Assistant is a smart buy. All you need to do is Download files, configure and get going.
After I invested in this extension, the mistakes in purchasing orders have gone down drastically! It also has an inventory and tracking software so that you can never get out of stock.
‘Purchasing Assistant’ is a perfect tool to keep a track of all your purchases and the processes related to it. I specifically like the inventory and tracking system as I get all the notifications about my inventory bang on time!
I will recommend the product for each and every feature it has to offer. For any business that uses Dynamic CRM, this is a must. Believe me; your purchases couldn’t be managed better!
Apart from doing the job of keeping purchase records and generating orders and invoices, the product also takes cares of the legal things for me. The purchase order is accompanied by a legal clarification which eliminates any future legal troubles for my firm. I have been duped earlier, so I am definitely all praises for the product!
I was doing it manually for my Dynamics CRM earlier but identification of errors and rectifying it was taking up much time and efforts. Purchasing Assistant had crossed away any probability of errors and has proved to be an useful tool for managing my store purchases.
Keeping purchase records is as important as keeping sales record of your store. The product works perfect for my store. By efficiently managing purchase orders in Dynamic CRM, it helps me maintain a balanced inventory without much hassle. I loved it!
Excellent plugin to keep records of purchase orders! It offers highly effective inventory and payment tracking solutions. Certainly recommended!
Happy to use this plugin
Happy to use this plugin! Truly CRM oriented, powerful in nature and efficient to generate purchase orders!
Cost effective and efficient!
Advanced solution to generate purchase orders in dynamic CRM. Pretty cost effective and efficient!
What versions of Dynamics CRM are supported?
The plugin is compatible with Microsoft Dynamics CRM 2016(v8.0) and above(online and on-premises).
Can you customize the plugin as per my requirement?
Definitely. You can share your customization request at firstname.lastname@example.org.
Do you provide demo?
Yes, we do. You can view the demo by clicking on "Free Trial"
Do you have a refund policy?
Yes. You can refer to our refund policy by clicking on the following URL https://www.appjetty.com/refund-policy.htm.
Does the plugin manage Quantities/Stock for Purchase Order?
No, product inventory cannot be managed from this plugin.
How can I generate Purchase Invoice after creating the Purchase Order?
To create Purchase Invoice from Purchase Order, click on ‘Release’ button and enable the Purchase Invoice option.
Does it allow Printable Purchase Order and Invoice?
Yes, the plugin has a feature to generate PDF of purchase order and invoice and print the same.
Are the Suppliers added in general or you should add them product wise?
The suppliers are added specific to product. A product can have multiple number of suppliers and their names are editable.
Can I change the Price and Quantity of product while creating Purchase Invoice?
Yes, you can edit the Price and Quantity of product while creating Purchase Invoice.
- Updated UI
- Bug Fixing
- Purchasing Assistant is Released.
Purchasing Assistant For Dynamics CRM and install it to your store.