Item Wise Image Upload, Discount and Coupon Manager for Perfex CRM

NOTE: This is not a standalone module. It requires Perfex CRM application installed. This
is a module for Perfex CRM.

1. Product Introduction

Item Wise Image Upload, Discount and Coupon Manager is a
comprehensive Perfex CRM add-on that enhances item lines in invoices, proposals,
and estimates by adding powerful discount functionality, image uploads, and coupon code management.

The module is designed with flexibility in mind, allowing each feature to be
enabled or disabled independently based on your business needs.

2. Why Choose This Module?

Item Wise Image Upload, Discount and Coupon Manager is designed
to give you complete control over item-level pricing, presentation, and promotions in Perfex CRM.

Unlike basic discount or image add-ons, this module combines discounts,
images, and coupons into one powerful and flexible all-in-one solution.

The Unified Sales Workflow

This module bridges the gap between Sales Promotions and Fulfillment Accuracy:

• 1.
  Promotion: Use the Coupon System to attract the customer with an overall discount.
• 2.
  Pricing: Apply Item-Wise Discounts for specific line-item clearance or bulk pricing.
• 3.
  Transparency: Use Image Uploads to provide visual evidence of the specific items being discounted, ensuring the client knows exactly what they are paying for.

3. Features

Key Benefits

• ✓
  Item Wise Discount — Apply percentage discounts to individual item lines
• ✓
  Image Upload — Upload multiple images per item with thumbnail support
• ✓
  Coupon System — Create and manage discount coupons with usage tracking
• ✓
  Flexible Configuration — Enable or disable each feature independently
• ✓
  PDF & Client Portal Support — All features visible in PDFs and client area

Detailed Features

1. Item Wise Discount System

• • Percentage-based discounts
  (e.g., 10% off)
• • Automatic calculation and
  subtotal integration
• • Visible discount column in item
  tables
• • Per-item independent discounts

2. Item Wise Image Upload System

• • Multiple images per item line
• • Drag & drop upload interface
• • Supported formats: JPEG, PNG,
  GIF, WebP
• • Automatic thumbnail generation &
  lightbox gallery
• • Images visible in PDF exports &
  client portal

3. Coupon Code System

• • Create unique coupon codes
• • Percentage-based discounts
• • Minimum amount requirement &
  usage limits
• • Validity period &
  active/inactive toggle
• • Usage tracking & real-time
  validation

4. Settings Integration

• • Integrated into main Settings
  page
• • Independent feature toggles for
  each functionality
• • Location: Settings → Item Wise
  Images Upload/ Discount / Coupon

4. Usage Guide

When creating an item, users can upload single or multiple images, and when editing, they can upload
new images or delete existing ones.

1. Create or Edit Document

Create or edit an Invoice, Proposal, or Estimate. When creating, item-wise
images will automatically appear.
When editing, you can change or delete these images if needed.

2. Enter Discount Value

In the items table, you’ll see a Discount column. Enter a discount value:

• For percentage discount: Enter a number (e.g., 10 for 10%)

The “View PDF” and “View Invoice as Customer” interfaces display item-wise images for each item.

Item-wise discount can be applied per item in invoices, proposals, and estimates.

The ‘View PDF’ and ‘View Invoice as Customer’ interfaces display item-wise images for each item, and item-wise discounts are also shown per item.

Coupons can be added, and discounts can be applied using these coupons.

Discounts can be applied per item or using coupons.

Enable Module:

1. Go to Setup → Modules or admin/modules.
2. Find the module you want and click Activate.
3. Go to Settings → Item Wise Images Upload / Discount / Coupon.
4. Enable the features you need:
  • Enable Coupon
  • Enable Item Wise Discount
  • Enable Item Wise Image Upload
5. Click Save to apply the changes.

5. Product Live Demo

Test the module through a live demo before making a purchase:

View Demo

Demo Credentials:

Admin: [email protected]
Password: 123456

Staff: [email protected]
Password: 123456

6. Updates & Changelog

Version 1.0.0 (28.01.2026)

• •
  Initial Release: All-in-one solution for item-level discounts, image uploads, and coupon management.
• •
  Item Wise Discount: Apply percentage discounts to individual item lines.
• •
  Image Upload: Multiple image support per item with lightbox (In view invoice/proposal and Estimate) and thumbnail generation.
• •
  Coupon System: Manage unique discount codes with usage tracking and validity limits.
• •
  Client/PDF Visibility: Seamless integration with PDF exports and Client Portal views.

7. Product Installation

Prerequisites

• • Perfex CRM 3.3.1 or higher
• • PHP 7.2 or higher
• • GD Library or ImageMagick extension
• • Write permissions on the uploads/ directory

Step 1: Upload Module Files

Choose one of the two methods below to add the module to your system:

Option A: Standard Zip Upload (Recommended)

Use the built-in Perfex CRM module uploader:

1. Log in to your Admin area.
2. Go to Setup → Modules.
3. Click the Upload Module button at the top.
4. Select the item_wise_image_upload_discount_coupon_manager.zip file.
5. Click Install.

Option B: Manual Upload (FTP/File Manager)

The module folder should be named: item_wise_image_upload_discount_coupon_manager

Copy the entire folder to your Perfex CRM modules/ directory manually.

Step 2: Activate Module

Go to Setup → Modules.

Find the module in your list and click Activate.

Step 3: Configure Settings

Go to Settings → Item Wise Images Upload/ Discount / Coupon

• • Enable Coupon
• • Enable Item Wise Discount
• • Enable Item Wise Image Upload

Click Save to apply changes.

8. Suggest Features or Request Customized Work

We actively listen to user feedback and continuously improve this module.

If you have a feature suggestion, business-specific requirement, or need
customized functionality, feel free to reach out.

• • Request new features or
  improvements
• • Ask for custom modifications
  based on your workflow
• • Integration with other Perfex
  CRM modules
• • Priority development for
  business-critical needs

Contact Us

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respond within 24–48 hours.