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SRB Integration — Quick Start Guide

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Quick Start — SRB Integration

Pakistan SRB Sindh Revenue Board POS integration for Perfex CRM (sandbox and production APIs).

5-minute Quick Start

Follow this short path the first time you use SRB Integration:

  1. Activate — Setup → Modules → activate SRB Integration (run Upgrade if prompted).
  2. Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
  3. Settings — Open SRB Integration → Settings and save company defaults, prefixes, and integrations.
  4. Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
  5. First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
  6. 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.

SRB Integration for Perfex CRM — How to Use

Author: Nasbix Technologies | Version: 1.0.0

1. INSTALL

1. Upload the "srb_integration" folder into your Perfex CRM /modules/ directory

(FTP/SFTP or Setup → Modules → Upload Module).

  1. Go to Setup → Modules.
  2. Find "SRB Integration" and click Activate.

4. Assign staff permissions under Setup → Staff → Roles:

- view, send, settings, view_srb_report

2. CONFIGURE SETTINGS

1. Open Setup → Settings → Integrations → SRB Integration

(or SRB Integration → Settings in the sidebar).

  1. Set auto-submit (invoices / credit notes) if needed.
  2. Map custom fields: HS code, sale type, buyer SNTN.
  3. Enable retry queue, webhooks, and/or REST API as required.

3. API CREDENTIALS

  1. Open SRB Integration → API Settings.
  2. Choose Mode: Simulation (safe testing) or Live.
  3. Choose Environment: Sandbox or Production.
  4. Enter Seller SNTN, POS ID, and API key.
  5. Optionally override API URLs.
  6. Click "Test connection".

4. SEND AN INVOICE TO SRB

  1. Open any invoice preview in Perfex CRM.
  2. Use the SRB panel on the left → Send to SRB.
  3. On success, SRB invoice number + QR appear on PDF / client view.

5. CREDIT NOTES

  1. Submit the original invoice to SRB first.
  2. Create a credit note linked to that invoice.
  3. On credit note preview, click Send credit note to SRB.

6. BULK SUBMIT / REPORT / AUDIT

  • Bulk Submit: SRB Integration → Bulk Submit
  • Report: SRB Integration → SRB Report (CSV / PDF)
  • Audit Log: SRB Integration → Audit Log

7. CRON (RETRIES & WEBHOOKS)

Ensure Perfex CRM cron is scheduled (e.g. every 5 minutes).

Retries and webhook delivery run on cron when enabled in settings.

8. UNINSTALL (CLEAN)

  1. Setup → Modules → Deactivate SRB Integration.
  2. Click Uninstall.

Removes tables: srb_settings, srb_invoices, srb_audit_log, srb_webhook_queue

and all srb_integration_* options + module files.

9. DOCUMENTATION

Open documentation/index.html inside this package for full docs.

Support: via CodeCanyon (6 months) — Nasbix Technologies — https://nasbix.com

Perfex CRM is sold separately and is not included with this item.

Setup & usage notes from README

Setup

  1. Activate module: Setup → Modules → SRB Integration
  2. Open Setup → Settings → Integrations → SRB Integration
  3. Configure auto-submit, field mapping, retry, webhooks, and REST API
  4. Open SRB Integration → API Settings (or click Open SRB API settings on the settings tab)
  5. Set mode, environment, seller SNTN, POS ID, API key (and optional custom URLs)
  6. Click Test connection
  7. Start in Simulation, then switch to Live

Related: How to Install · Features · FAQ & Tips

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