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Purchasing Assistant Dynamics CRM Plugin

Keep accurate record of your purchase orders & manage your business efficiently avoiding any mismanagement using purchasing assistant plugin for microsoft dynamics crm. To Know More : https://www.appjetty.com/dynamicscrm-purchasing-assistant.htm

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Purchasing Assistant Dynamics CRM Plugin

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  1. USERMANUAL TABLEOFCONTENTS Introduction 1BenefitsofPurchasingAssistant1Pre-requisites1Installation 2InstallationSteps 2ConfigurationSteps 4Procedure5Product-SupplierRelationship 5CreatingSalesOrder7GeneratingPurchaseOrder8GeneratingPurchaseOrderReport10CreatingPurchaseInvoice11CompletingInvoice13 GeneratingPurchaseOrderInvoiceReport ..................................................................14 Un-installationSteps 16ContactUs17 PurchasingAssistant Version:1.1 Compatibility: MicrosoftDynamicsCRM2016(v8.0)andabove

  2. USERMANUAL–PurchasingAssistant • Introduction • PurchasingAssistantisusedtocompletepurchaseprocessandmakepurchasingprocessmoreefficientwithbetterinventoryandpaymenttracking.KeeprecordsofyourpurchasesandgeneratePurchaseOrdersandPurchaseInvoicesinDynamicsCRM.Streamlineyourpurchasingprocessmoreefficientandwithbetterinventoryandpaymenttracking. • BenefitsofPurchasingAssistant • Purchaseorderrecordsensurethatinformationisreadilyavailableandwithovertimeonecanbuildupapictureofpurchasingtrendsandvendorbehavior. • PurchasingAssistant ensuresaĐĐuraĐy inone’sorders. • Makespurchasingprocessmoreefficient. • SavepurchaseorderPDFandpurchaseinvoicePDF. • Pre-requisites • FollowingpointsmustbefollowedbeforestartingthePlugininstallation: • YoushouldbeloggedintoDynamicsCRMOnline. • YouwillrequireaProductLicenseKeytoactivatethePlugin.ToobtaintheLicenseKeyjustdropusamail@support@appjetty.comalongwithyourDomainName. www.appjetty.com

  3. USERMANUAL–PurchasingAssistant • Installation • InstallationSteps • ToiŶstall ͚PurĐhasiŶgAssistaŶt͛plugin,thefollowingstepshastobefollowed: • Onpurchasingtheplugin,youwillgetazipfilenamedPurchasingAssistant_managed.zip. • PurchasingAssistant_managed.zip • LoginintoyourCRMAccountandclickonsettings->solutions • Clickon͚Iŵport͛touploadandinstalltheSolution. • ClickonBrowsebuttonandchoosethePackageZipFileforPurchasingAssistantfromtheImportSolutionWindow www.appjetty.com

  4. USERMANUAL–PurchasingAssistant • Clickon͚Next͛forfurtherprocessing. • ChecktheboxtoenableanySDKmessageprocessingstepsincludedinthesolutionandclickon • ͚Import͛buttontoImporttheSolution • Clickon͚Close͛aftersuccessfulcompletionmessageisdisplayed. www.appjetty.com

  5. USERMANUAL–PurchasingAssistant • Onceyouimportthesolution,itwillbedisplayedinthesolutionsgridview. • ConfigurationSteps • Doubleclickon͚PurĐhasiŶg AssistaŶt͛solutiontoconfigurethepluginwithyourlicensekey. • Thiswillopenupanewwindow.Clickon͚CoŶfiguratioŶ͛fromtheoptionsprovidedontheleftside. • Enteryourpluginlicensekeyandclickon͚Suďŵit͛button. www.appjetty.com

  6. USERMANUAL–PurchasingAssistant • Procedure • Product-SupplierRelationship • Tocreateaproductsupplierrelationship,navigatetosales->products. • Gotothedetailviewofaproduct. www.appjetty.com

  7. USERMANUAL–PurchasingAssistant • Youcandirectlyassignasupplierforaproductoraddanewsupplierandthenassign. • Toassignasupplierclickon͚AssignSupplier͛button.Thiswillopenupapopupwithadropdowntochooseasupplierfortheproduct. • Selectasupplierfromthedropdownandclickon͚AssigŶ Supplier͛button. • Youcanalsoaddanewsupplierfortheproduct. • Toaddanewsupplierclickon͚AddSupplier͛button.Thiswillopenupanewwindowwhereyoucanenterthedetailsofasupplierandaddthesuppliertothelist. www.appjetty.com

  8. USERMANUAL–PurchasingAssistant • CreatingSalesOrder • TocreateanewSalesOrder,navigatetoSales->Orders • EithercreateaNewSalesOrderorselectfromtheexistingorders.Selecttheproductsintwodifferentways: • CreateNewOrder • SelectExistingOrder • Tocreateaneworderclickon͚Neǁ͛ andenterdetailssuchas:ProductName,PriceperUnit,Quantityetc. • Youcanalsoaddproductstoanexistingorder.Oncetheorderiscreated,selectproductswiththehelpoflookupandaddthem. www.appjetty.com

  9. USERMANUAL–PurchasingAssistant • GeneratingPurchaseOrder • Purchaseorderallowsbuyerstoclearlyandexplicitlycommunicatetheirintentionstosellers.Ithelpsapurchasingagenttomanageincomingordersandpendingorders • Afteraddingtheproducts,togeneratethePurchaseOrderclickon͚GeŶerate PO͛ whichisavailableatmoreoptionsontheCRMribbonasshownbelow: • Clickingon͚GeŶerate PO͛ willopenanewwindowinwhichyoucanselectsupplierforeachproduct. • Ifyouhavealreadyassignedasuppliertoaproductthenthatsupplierwillbeselectedbydefaultandifyouwanttochangethesupplierthenyoucanselectasupplierfromthedropdownlist. www.appjetty.com

  10. USERMANUAL–PurchasingAssistant • Youcanalsoaddanewsupplierbyclickingon͚Add Supplier͛button. • Fillinthesupplierdetailsandclickon͚Saǀe͛toaddthesupplier • Selecttheproductsandclickon͚Create PO͛button.ThiswillcreateaPurchaseOrderbasedontheselectionofsuppliersandasuccessmessagewillappear.Clickon͚OK͛buttontocontinue • OnceaP.Oisgenerated,itwillbedisplayedontheorderpageasshowninreferencescreenbelow.PurchaseOrderswillbecreatedandvisibleasĐreatedPO’s as shoǁn ďeloǁ. www.appjetty.com

  11. USERMANUAL–PurchasingAssistant • GeneratingPurchaseOrderReport • TogenerateaPurchaseOrderReportnavigatetotheproductsmoduleandclickon͚Vieǁ • PurchaseOrders͛. • Alistofcreatedpurchaseorderswillbedisplayed. • GotoDetailviewofaPurchaseOrdertogeneratethereport. • ClickonRunReportandselect͚PurĐhaseOrder͛. www.appjetty.com 10

  12. USERMANUAL–PurchasingAssistant • YoucanalsosavetheReportsinthefollowingformats:XML,CSV,PDF,TIFF,ExcelandWord. • CreatingPurchaseInvoice • TocreateaPurchaseInvoicegotothePurchaseOrderdetailpageandclickon͚RELEASE͛ toreleasethePurchaseOrderandenablePurchaseInvoiceOption www.appjetty.com

  13. USERMANUAL–PurchasingAssistant • Now,clickon͚CreatePurĐhaseIŶǀoiĐe͛fromMoreoptionsasshownbelow. • Thiswillopenupanewwindowinwhichyoucanenterthequantityreceivedfromyoursupplier,orchangepriceifitisdifferent. • Clickon͚Create IŶǀoiĐe͛buttontocreatethepurchaseinvoice. • ThiswillcreateaPurchaseInvoiceandasuccessmessagewillappear.Clickon͚OK͛ buttontocontinue www.appjetty.com

  14. USERMANUAL–PurchasingAssistant • OnceaPurchaseInvoiceisgenerated,itwillbedisplayedonthepurchaseorderpageasshownin • referenĐe sĐreenďeloǁ.InǀoiĐeǁill ďe Đreated andǀisiďle as Đreated InǀoiĐe’s as shoǁnďeloǁ. • CompletingInvoice • Tocompleteaninvoice,gotothedetailviewofaninvoiceandclickon͚COMPLETEINVOICE͛asshowninthereferencescreenbelow. www.appjetty.com

  15. USERMANUAL–PurchasingAssistant • GeneratingPurchaseOrderInvoiceReport • TogenerateaPurchaseOrderInvoiceReportnavigatetotheproductsmoduleandclickon͚Vieǁ • PurchaseOrderInvoice͛ • GotoDetailviewofaPurchaseOrderInvoice www.appjetty.com

  16. USERMANUAL–PurchasingAssistant • ClickonRunReportandselect͚PurĐhaseIŶǀoiĐe͛. • ThiswillopenupaNewWindowwiththe͚PurĐhaseOrder Report͛. • YoucansavetheReportsinthefollowingformats:XML,CSV,PDF,TIFF,ExcelandWord. www.appjetty.com

  17. USERMANUAL–PurchasingAssistant • Un-installationSteps • TouninstalltheSolution,navigatetoSettings->Solutions • CheckonthePluginNameandclickon͚Delete͛ • Clickon͚OK͛todeleteanduninstallthesolutionfromCRM. www.appjetty.com

  18. USERMANUAL–PurchasingAssistant ContactUs Wesimplifyyourbusiness,offeruniquebusinesssolutionindigitalwebandITlandscapes. • LiveChat • GetinstantsupportwithourLiveChat. • Tickets • Raiseticketsforyourspecificquestion! • Visitourproductpageat:https://www.appjetty.com/dynamicscrm-purchasing-assistant.htmandclickontheLiveChatbuttonforinstantsupport. • Sendanemailtosupport@appjetty.comoryoucanlogintoyouraccount • @www.appjetty.comandclickonMySupport Ticketsonyouraccountdashboard,togetanswerstoyourspecificquestions. Customization: IfyouwouldliketocustomizeordiscussaboutadditionalfeaturesforDynamicsCRMPurchasing Assistant,pleasewritetosales@appjetty.com www.appjetty.com

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