Purchasing Assistant Microsoft Dynamics CRM Plugin

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Purchase Assistant
www.biztechconsultancy.com sales_at_biztechconsultanc
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• Contents
• Benefits of Purchase Assistant 3
• Features 4
• Purchase Order Functionality 4
• Create New Purchase Order 4
• Product-Supplier Relationship 4
• Generate P/O 5
• Purchase Invoice Functionality 8
• Compatibility 11
• Installation and Cost 12
• About Biztech Consultancy 13
• To Get Started 13

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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.

• 1 Benefits 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.

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• Features
• Purchase 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

2.1.1
Create New Purchase Order

• To create a NEW PURCHASE ORDER, click on
  navigation SALES -gt Order
• Either creates a New Order or Select form the
  Existing orders. Select the Product in two
  different ways as below
• Create New Order (Either Write in)
• Select 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.

2.1.2
Product-Supplier Relationship

• If you want to assign supplier to products or add
  a new supplier, then you need to perform the
  following steps

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• CliÐk oY ?Add upplie?? ButtoY to add a Yew
  supplie? fo? the p?oduÐt.
• CliÐkiYg oY ?Add/Edit supplier? will open up a
  pop up where you can set supplier to a particular
  product from the drop down.

2.1.3
Generate 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.

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• 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.

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• Purchase Orders will be created and visible as
  created POs as showY delow.

• You can also save PDF of purchase order by
  navigating Run Report -gt Purchase Order

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• Purchase Invoice Functionality
• Click on Create Purchase Invoice which is
  available at More Commands as shown below.

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• 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.

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• Purchase Invoice will be created and visible as
  shown below.
• You can also save PDF of purchase invoice by
  navigating Run Report-gtPurchase Invoice

• Report shown as below you can also save report as
  PDF

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• For more information on Purchase Assistant,
  please refer to https//store.biztechconsultancy.c
  om/magento-delivery-date-scheduler.htm. (our
  link)
• 3 Compatibility
• Our Purchase Assistant Plug-in compatible with
  different browsers as below
• Internet Explorer
• Mozilla Firefox (Nightly)

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• 4 Installation and Cost
• Biztech Consultancy will help you in installing
  the plug-in
• We will customize the plug-ins as pe? ClieYts
  ?e?ui?eweYt.
• 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
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• 5 About Biztech Consultancy
• - We simplify your business, offer unique
  business solution in digital web and IT
  landscapes.
• Our core expertise includes

• Dynamic CRM Expertise
• We are Dynamic CRM Online Plug-in specialist!
  Where it is
• Store Development
• Customization
• Integration
• Maintenance
• Up gradation

6 To Get Started Contact Mr. Maulik Shah CEO,
Biztech Consultancy
www.biztechconsultancy.com
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support_at_biztechconsultancy.com sales_at_biztechconsul
tancy.com www.biztechconsultancy.com
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