Purchase Management module for Concord CRM

Note: This is a module for Concord CRM.

Purchase Management Module for Concord CRM – Streamline Your Procurement, Inventory & Billing Workflow

The Purchase Management Module for Concord CRM introduces a complete purchasing and supplier management system directly inside your CRM.
From purchase requests to orders, goods receipts, and supplier invoices, it centralizes every procurement process,
providing full visibility and control across your entire supply chain.

Fully integrated with the Inventory Management and Invoicing Modules, it ensures smooth synchronization between
purchase orders, stock updates, and financial records, transforming Concord CRM into a truly unified business management solution.

Why Add Purchase Management to Concord CRM?

While Concord CRM focuses on sales and client relationships, managing purchases and suppliers is often handled separately.
This module bridges that gap, giving you one connected workspace for supplier onboarding, order approvals, deliveries, and billing.
No more spreadsheets, disconnected systems, or manual updates, everything happens within Concord CRM’s familiar interface.

⚙️ Key Features

• ✔️ Supplier Management
  Create and manage suppliers with complete contact details, performance history, and related purchase data.
• ✔️ Purchase Requests & Approvals
  Allow team members to submit purchase requests for managerial review and approval before issuing purchase orders.
• ✔️ Purchase Orders
  Generate detailed purchase orders with line items, quantities, taxes, and pricing. Orders can be linked to products from the CRM catalog or custom entries.
• ✔️ Goods Receipt Notes (GRN)
  Record goods received, manage pending deliveries, and ensure quantity accuracy with automatic inventory synchronization.
• ✔️ Supplier Invoices
  Convert completed purchase orders into supplier invoices instantly, fully compatible with the Invoicing Module for transparent financial tracking.
• ✔️ Real-Time Inventory Updates
  Automatically adjust stock quantities and values upon goods receipt through seamless integration with the Inventory Module.
• ✔️ Status Tracking & Workflow Automation
  Monitor every purchase stage, from request to payment, with automatic activity logs and notifications.
• ✔️ Role-Based Access Control
  Manage user permissions using Concord CRM’s native role system. Decide who can view, approve, or modify purchase data.
• ✔️ Analytics Dashboard
  Gain insights on total spend, supplier performance, pending orders, and invoice status in one real-time dashboard.

Deep Integration with Other Modules

• ✔️ Inventory Module: Stock levels are automatically updated when goods are received. Prevents duplicate entries and maintains accurate item counts.
• ✔️ Invoicing Module: Automatically generate supplier invoices and track payments within the same interface, keeping all financial data aligned.
• ✔️ CRM Core: Seamless linking between suppliers, deals, and internal workflows ensures end-to-end visibility across the organization.

Ideal Use Cases

• Small & Medium Businesses: Consolidate supplier communication, procurement, and billing in one CRM environment.
• Retail & Inventory-Based Companies: Sync purchases directly with stock movements and invoice generation.
• Agencies & Enterprises: Enable purchase approvals, audit trails, and accountability across departments.

Simplify Procurement in Concord CRM

The Purchase Management Module for Concord CRM is the missing link between procurement, inventory, and billing.
Designed for real-world operations, it empowers businesses to make informed purchasing decisions, maintain supplier transparency, and
achieve complete financial and inventory harmony, all within the Concord CRM ecosystem.

✉️ Professional Support & Easy Installation

Quick setup takes only a few minutes to install, activate, and have a fully operational CRM invoicing integration running smoothly.

For any technical questions or customization needs, contact our expert support team through our dedicated support portal.
Our technical support specialists provide prompt assistance and comprehensive solutions for all Concord CRM invoicing module inquiries.

Version 1.0.0

-Initial release