Purchase Order Module for Perfex CRM

✨ Key Features

• 🧾 Create Purchase Orders: Generate POs from within Perfex, with supplier, date, terms, and delivery info.
• 📦 Item & Service Lines: Add items from the Perfex items database or type ad-hoc lines (name, qty, unit cost, tax).
• 👥 Supplier / Vendor Linking: Store and select vendors, then send the PO to them by email (using Perfex templates).
• 📑 PO Statuses: Draft → Sent → Partially Received → Completed → Cancelled (configurable workflow in many builds).
• 📥 Convert from Requests: Some versions allow you to create POs from internal purchase requests or proposals.
• 💰 Tax & Discount Support: Line-level or overall discounts, plus Perfex tax rules integration.
• 📄 PDF / Print Export: Generate a branded PO PDF with your logo, company details, and supplier info.
• ✅ Permission Control: Limit who can create, approve, or mark POs as received (admins vs. staff).
• 📊 Reports: View purchase spending by supplier, by period, or by project/job (depending on version).
• 🔗 Integration Friendly: Because it lives inside Perfex, POs can be linked to projects, customers, or leads for full context.

⚙️ Technical Stack

• Base System: Perfex CRM (CodeIgniter / PHP-based)
• Language: PHP 7.4+ / 8.x compatible (match the Perfex version you’re using)
• Database: MySQL / MariaDB (shared with the main Perfex database)
• Frontend: Perfex’s built-in admin theme (Bootstrap) – the module adds views/pages into the admin panel
• Server Requirements:
  • Same as Perfex CRM (Apache/Nginx, PHP with cURL, Mbstring, JSON)
  • File write permissions for modules folder
• Compatibility: Designed to work with the core Perfex modules (Clients, Items, Email templates, Staff)

🧩 Installation Guide

1. Login to your Perfex CRM as Administrator.
2. Go to Setup → Modules → Upload module.
3. Upload the ZIP file of the “Purchase Order” module.
4. Activate the module once it appears in the module list.
5. Configure PO settings: number format, prefix (e.g. PO-2025-), default terms, and email template.
6. Assign Permissions to staff roles so only authorized users can create/approve POs.
7. Test by creating a sample Purchase Order and exporting to PDF/email.

📦 Deliverables

• ✅ Purchase Order module source (PHP + views) for Perfex CRM
• ✅ SQL / migration script (if the version uses DB tables for POs)
• ✅ Basic documentation / install steps
• ✅ Sample email/PDF template for PO
• ✅ GPL redistribution / usage note

📱 Supported Platforms

The module follows Perfex’s own compatibility, so it runs wherever Perfex runs:

• Web: Chrome, Firefox, Edge, Safari (latest)
• OS / Hosting: Linux shared hosting, VPS, or cloud (same as Perfex)
• Responsive Panel: You can manage or at least view POs from tablet/mobile via Perfex admin UI

🧠 Notes

License: This description assumes a GPL / GPL-compatible distribution of the module. You may modify, study, and redistribute it under the same license. Keep author credits intact.

Customization Tips:

• Adjust the PO PDF layout to match your company’s stationery (logo, address, signature area).
• Connect PO approvals to Perfex staff notifications so managers get alerted on new purchase requests.
• Link POs to projects/jobs to track procurement costs per project.
• Combine with Inventory / Warehouse modules to auto-increase stock on PO receipt.

SEO Assurance: Keywords included: “purchase order module for Perfex”, “Perfex procurement”, “Perfex CRM add-on”, “purchase request to supplier”, “Perfex inventory PO”. The markup is semantic and ready for GPL/script directories.

👨‍💻 Original Developer Credit

The module concept and original implementation belong to the respective Perfex CRM add-on author
(commonly sold on marketplaces like CodeCanyon / Perfex marketplace). All functional credit stays
with the original developer. This write-up only documents and structures the module for GPL / learning use.

If you deploy it in production, please consider supporting / purchasing from the original author.

🔒 Disclaimer

This is an educational, SEO-optimized description — not an official Perfex statement. Make sure
the module version matches your Perfex CRM version. Always test on a staging instance before
installing on your live CRM.

We do not claim ownership of Perfex CRM or of the original PO module. All trademarks and copyrights
belong to their respective owners.