Delivery Note Module for Perfex CRM
Delivery Note Module for Perfex CRM

Delivery Note Module for Perfex CRM

by Developer
  • Uploaded : 01st April 2024
  • Views : 8
Overview :

Delivery Note Module for Perfex CRM

Elevate your sales process with our Delivery Note (D/N) Module. Specifically designed for Perfex CRM, this module empowers you to effortlessly create delivery notes (D/N) to streamline your sales operations.

Key Features:

  • Efficient D/N Creation: Seamlessly generate delivery notes directly within Perfex CRM to expedite your sales workflow.
  • Conversion Capabilities: Convert purchase orders (PO) and estimates into D/Ns with ease, providing flexibility in your sales process.
  • Integration with Workflow: Integrate D/Ns seamlessly into your existing workflow by converting them back into purchase orders (require the Purchase Order module) and invoices as needed. You can also create DN from an invoice making seamless workflow.
  • Digital signature: multiple signatures from staff accross varying department can be added to the delivery note. Customer can also sign delivery note to confirm delivery.
  • Flexibility: you have full option of controlling numbers of information including the signatory information on the PDF, the items columns on table and PDF i.e you can decide to show the rate or tax on the DN.
  • Custom fields: automatic transfer of custom fields during conversion to invoices or when creating DN from an estimate

Common Benefits:

  • Improved Tracking: Keep track of goods and services delivered to customers, ensuring accurate inventory management.
  • Enhanced Communication: Provide clear documentation of deliveries to customers, reducing misunderstandings and disputes.
  • Increased Efficiency: Streamline the delivery process and reduce administrative tasks, saving time and resources.
  • Customer Satisfaction: Deliver goods promptly and professionally, enhancing customer satisfaction and loyalty.

Experience the benefits of streamlined sales management with the Delivery Note Module for Perfex CRM. Try it today and revolutionize the way you handle delivery notes.


  • Perfex from version 3.1.* to latest version is required.
  • We provide documentation covering installation and usage.
  • We respond to your questions as fast as possible within few hours but can sometimes be up to few days.
  • We dont provide refund for the extension after purchase, so confirm and make full test before purchase.
  • Any custom work including setup, installation and extension (that might require skilled hours) are not
    free. You can hire us for this.


View full documentation here


View a demo of the Delivery Note Module in action here.

Password: password

Change Log:

Version 1.0.5b – 21 March 2024
  • Hide amount in word when amount field is set to hidden.
Version 1.0.5 – 16 March 2024
  • Add switch for sales type conversion
  • Other minor improvement
Version 1.0.4c – 13 March 2024
  • Fix duplicated custom fields during conversion

Version 1.0.4b – 12 March 2024

  • Fix items description not showing issue
Version 1.0.4 – 12 March 2024
  • Fix issue when deleting DN
  • Add transfer of estimate custom fields to DN
  • Add partial delivery status option
  • Other minor improvements
Version 1.0.3 – 11 March 2024
  • Add support for custom fields
  • Add multiple staff signatory support and client/company signature
  • Add control of items column (can now add tax, amount, or rate to the table/pdf if desired)
  • Add creating delivery note from invoice
  • Improve resource linking accessibility for estimate, invoice and purchase order conversion
  • Fix contact import issue
  • Fix non admin staff not able to convert estimate to delivery note.
  • Other minor improvements

Version 1.0.2 – 06 March 2024

  • Added Delivery Notes to client portal
  • General improvements
  • Fix know issues
Version 1.1 – 04 March 2024
  • Version 1.0 (Initial Release)
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FAQs :

To ensure the quality and safety of the item, you should thoroughly check overview description, demo, comments and read reviews from previous buyers if available. Initial support is available with each item & please check developer refund policy.

The process for getting support is easy after buying item you can directly get support from developer through ticketing system, support ticket is replied by the developer & reply time will vary depending on the developer. Typically, you can contact the customer support through a support ticket system. Developer should be able to help you with any technical issues or questions you have about the item.

If you are not satisfied with the code you purchased, you should first try contacting the developer to see if they can provide assistance or a resolution. If you are still not satisfied, please check developer refund policy.

A refund request may be denied if the code has already been used or modified, or if it has been longer than the platform's refund period (please check developer refund policy). Additionally, refunds may be denied if the issue with the code is due to user error or if the code has been intentionally modified or altered by the user.

Payment options when buying item will be typically, payment options can include credit/debit cards, PayPal, Razorpay, and other payment gateways.

Customisation is additional and subject to developer time availablity. So please ask the developer & confirm before making any purchase. Click on Request Customisation button below Buy Now Button or below Request Quote button.

We provide support to each clients by ticketing system with 100% guarantee reply, only for the period as per support plan terms. Support reply is one after one basis it means you may receive reply in 5minutes or it may take 24-48 hrs, its totally depending upon work load and support queue. And if your query requires testing/checking then it may take additional time.
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