Elevate your sales process with our Delivery Note (D/N) Plugin, specifically designed for iTech CRM. This Plugin empowers you to effortlessly create delivery notes (D/N) and streamline your sales operations.
Key Features
Efficient D/N Creation: Seamlessly generate delivery notes directly within iTech CRM to expedite your sales workflow.
Conversion Capabilities: Easily convert purchase orders (PO) and estimates into D/Ns, providing flexibility in your sales process.
Integration with Workflow: Integrate D/Ns seamlessly into your existing workflow by converting them back into purchase orders (requires the Purchase Order Plugin) and invoices as needed. You can also create D/Ns from an invoice for a seamless workflow.
Digital Signatures: Add multiple signatures from staff across various departments to the delivery note. Customers can also sign the delivery note to confirm delivery.
Flexibility: Control the number of information fields, including signatory details, item columns, and PDF elements. Decide whether to display rates or taxes on the D/N.
Custom Fields: Automatically transfer custom fields during conversions to invoices or when creating D/Ns from estimates.
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 plugin for iTech CRM. Try it today and revolutionize the way you handle delivery notes.
Questions & Support
iTech CRM version 3.1.* and above is required.
We provide comprehensive documentation covering installation and usage.
We aim to respond to your questions as quickly as possible, typically within a few hours, though it may occasionally take up to a few days.
Refunds are not available for this extension after purchase. Please ensure you test and confirm before finalizing your purchase.
Custom work, including setup, installation, and extension modifications, is not included.
You can hire us for these services if needed.
$220.00
Please note that our updates won’t cause the plugin to crash or stop working. If the plugin does crash at any time, we’ll fix it for you. Our updates will add new features. You have the choice to decide whether or not to get the update.