← Back to Purchase Management overview
Quick Start — Purchase Management
Enterprise purchase and procurement management for Perfex CRM
5-minute Quick Start
Follow this short path the first time you use Purchase Management:
- Activate — Setup → Modules → activate Purchase Management (run Upgrade if prompted).
- Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
- Settings — Open Purchase Management → Settings and save company defaults, prefixes, and integrations.
- Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
- First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
- Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.
Full how-to guide (from module package)
The steps below come from the module author's printable guide — follow them in order for best results.
HOW TO USE — Purchase Management v1.0.0
Author: Nasbix Technologies (https://nasbix.com)
For Perfex CRM 2.3+ (3.x recommended)
1. INSTALLATION
- Upload the "purchase_management" folder into your Perfex CRM /modules/ directory
(FTP / cPanel / Setup → Modules → Upload).
- Log in as administrator.
- Go to Setup → Modules.
- Find "Purchase Management" and click Activate.
5. On activate the module:
- Creates all pm_* database tables
- Adds default settings (prefixes, approvals, API key, etc.)
- Sets installed version to 1.0.0 / DB schema 100
2. ASSIGN PERMISSIONS
- Go to Setup → Staff → Roles (or edit a staff member).
2. Under permissions, enable the Purchase Management features your team needs:
- Dashboard, Suppliers, Purchase Requests, RFQ, Purchase Orders
- GRN, Supplier Bills, Payments, Returns, Reports, Settings
- Admins have full access automatically.
3. CONFIGURE SETTINGS
Path: Purchase Management → Settings
(or Setup → Modules → Purchase Management → Settings link)
Recommended first setup:
- Document prefixes (SUP-, PR-, RFQ-, PO-, GRN-, BILL-, PAY-, PRN-)
- Number padding
- Default payment terms / tax
- Enable or disable PR, RFQ, Returns
- Approval routing: Staff-based OR Role-based (multi-level)
- Warehouse integration mode: auto / required / disabled
- Optional: REST API key + rate limit
- Optional: Webhook URL + HMAC secret
Optional: click "Load Demo Data" to seed sample suppliers / PR / RFQ for testing.
4. TYPICAL WORKFLOW (PROCURE-TO-PAY)
1. Suppliers
- Create suppliers under Purchase Management → Suppliers
- Add contacts and attachments as needed
2. Purchase Request (optional)
- Create PR → Submit → Approve
- Convert approved PR to PO or RFQ
3. RFQ & Quotations (optional)
- Create RFQ, invite suppliers, send (email + PDF)
- Enter supplier quotations, compare, award
4. Purchase Order
- Create PO (from PR / RFQ / or standalone if allowed)
- Submit for approval → Approve → Send to supplier (email + PDF)
5. Goods Receipt (GRN)
- Receive against PO (partial or full)
- Post GRN (stock sync if Inventory Management is installed)
6. Supplier Bill
- Create bill from PO / GRN
- Three-way match → Approve
7. Payment
- Record payment (single bill or multi-bill allocation)
- Void reverses allocations if needed
8. Return (optional)
- Create purchase return → Approve → Complete
Approvals inbox: Purchase Management → Approvals
5. REPORTS
Purchase Management → Reports
Export CSV / Excel / PDF where available (requires export permission).
6. REST API & WEBHOOKS (OPTIONAL)
Enable in Settings:
- REST API: send header X-PM-API-Key
Example: GET /purchase_management/api/suppliers
- Webhooks: enable separately, set public HTTPS URL + optional secret
Signature header: X-PM-Signature (when secret is set)
7. UNINSTALL (REMOVES ALL MODULE DATA)
1. Setup → Modules → Purchase Management → Deactivate
2. Click Uninstall
3. This permanently removes:
- All pm_* database tables
- All pm_* options
- uploads/purchase_management/ files
Backup your database before uninstalling if you need to keep purchase data.
8. DOCUMENTATION
- documentation/index.html (buyer-friendly HTML docs)
- docs/DOCUMENTATION.md (developer / admin reference)
- README.md (overview)
- CHANGELOG.md (version history)
9. SUPPORT
Nasbix Technologies — 6 months support via CodeCanyon item comments.
Please include: purchase code, Perfex CRM version, PHP version, module version 1.0.0.
Perfex CRM is sold separately and is not included with this item.
Setup & usage notes from README
Typical workflow
PR (optional) → RFQ (optional) → PO → GRN → Supplier Bill → Payment
↘ Return (optional)
Each document type supports draft, approval (when enabled), and status-specific actions. See [docs/DOCUMENTATION.md](docs/DOCUMENTATION.md) for step-by-step usage.
---
Screens map — what each menu is for
These are the admin screens registered by Purchase Management. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | Dashboard | admin/purchase_management | How to use |
| 2 | Suppliers | admin/purchase_management/purchase_management_suppliers | How to use |
| 3 | Purchase Requests | admin/purchase_management/purchase_management_requests | How to use |
| 4 | RFQ / Quotations | admin/purchase_management/purchase_management_rfqs | How to use |
| 5 | Purchase Orders | admin/purchase_management/purchase_management_orders | How to use |
| 6 | Goods Receipt | admin/purchase_management/purchase_management_grn | How to use |
| 7 | Supplier Bills | admin/purchase_management/purchase_management_bills | How to use |
| 8 | Payments | admin/purchase_management/purchase_management_payments | How to use |
| 9 | Returns | admin/purchase_management/purchase_management_returns | How to use |
| 10 | Approvals | admin/purchase_management/purchase_management_approvals | How to use |
| 11 | Reports | admin/purchase_management/purchase_management_reports | How to use |
| 12 | Settings | admin/purchase_management/purchase_management_settings | How to use |
Related: How to Install · Features · FAQ & Tips