🚀 Overview

Purpose: To bring complete purchase and procurement management into Perfex CRM, allowing businesses to streamline supplier relationships, order workflows, and expense tracking.
It centralizes vendor data, automates PO generation, and integrates with existing invoices and inventory.

Real-world use: Ideal for trading companies, wholesalers, manufacturing firms, and service agencies using Perfex CRM to manage both sales and procurement in one ecosystem.

Target users: Business administrators, accountants, procurement officers, and developers who want to enhance Perfex CRM’s ERP capabilities.

✨ Key Features

• Supplier Management: Add, edit, and organize supplier profiles with contact details and purchase history.
• Purchase Orders (PO): Create and manage purchase orders directly linked to vendors and stock items.
• Goods Receipt Notes (GRN): Track received goods and reconcile them against ordered quantities.
• Purchase Bills & Payments: Generate and record bills, link them to vendors, and manage payment status.
• Inventory Synchronization: Automatically adjust stock levels based on purchase receipts.
• Tax & Discount Handling: Apply multiple tax rules and discount structures at line-item level.
• Purchase Analytics: View spending trends, supplier performance, and payment histories.
• Expense Integration: Seamlessly link purchase bills with the Perfex Expenses module.
• Multi-Currency Support: Manage foreign suppliers and invoices in different currencies.
• Approval Workflow: Assign purchase approvals to managers before processing orders.
• Responsive Design: Fully compatible with desktop and mobile views.

⚙️ Technical Stack

• Core Platform: Perfex CRM (built on CodeIgniter 3 Framework)
• Language: PHP 7.4+ / 8.x
• Frontend: HTML5, Bootstrap 5, jQuery, AJAX
• Database: MySQL / MariaDB
• Server: Apache / Nginx with mod_rewrite enabled

Server Requirements:

• PHP extensions: mysqli, curl, json, gd, mbstring, fileinfo
• Perfex CRM installed and running (v3.0+ recommended)
• Write access for /modules and /uploads directories

🧩 Installation Guide

1. Upload the purchase_management folder into your Perfex CRM /modules directory.
2. Login as admin and navigate to Setup → Modules.
3. Locate Purchase Management and click “Activate.”
4. Configure supplier settings, tax rules, and approval workflows under the module options.
5. Start adding suppliers, purchase orders, and bills.

Tip: Ensure that invoice and expense modules are enabled to fully utilize purchase billing features.

📦 Deliverables

• Complete module source code (GPL-licensed)
• SQL structure (auto-generated upon activation)
• Installation & configuration guide
• Supplier and purchase order management interfaces
• Documentation for customization hooks

📱 Supported Platforms

Server OS: Linux (Ubuntu/CentOS), macOS, or Windows (XAMPP/WAMP).

Client Access: Accessible via any web browser; fully responsive and mobile-optimized within the Perfex CRM environment.

🧠 Notes

License: This module is distributed under the GNU General Public License (GPL). Redistribution and modification are permitted under the same license terms.

• Use for development, testing, or educational projects.
• Commercial SaaS resale requires compliance with Perfex CRM licensing.
• Always retain original developer attribution when redistributing.

Customization Tips:

• Modify purchase logic in controllers/Purchase.php and related models.
• Extend supplier data fields by editing views/manage_suppliers.php.
• Add custom analytics widgets via Perfex’s dashboard hook system.

SEO Assurance: Proper schema, metadata, and structured data ensure visibility for module-related searches on GPL resource repositories.

👨‍💻 Original Developer Credit

This GPL version is derived from the original Purchase Management Module for Perfex CRM developed by its respective author(s) on CodeCanyon.
Attribution guarantees transparency and respect for original authorship.

View Purchase Management Module on CodeCanyon

🔒 Disclaimer

GPL Redistribution Notice: This release is provided under GPL solely for educational, testing, and open-source use.
It is not affiliated with or endorsed by the original author. Users must comply with Perfex CRM licensing terms and applicable business laws when using this module commercially.

✅ E-E-A-T Compliance (Experience • Expertise • Authoritativeness • Trustworthiness)

Experience: Designed based on real procurement workflows and vendor management needs used by accounting and operations teams.

Expertise: Developed using Perfex CRM’s modular architecture and CodeIgniter 3 framework for seamless CRM integration.

Authoritativeness: Proper attribution to the original CodeCanyon developer ensures credibility and transparency.

Trustworthiness: Distributed under GPL with full disclosure of licensing, modification rights, and compliance guidelines.