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Purchase Management Module for Concord CRM

The Purchase Management module brings full procurement capabilities to Concord CRM. From creating purchase requisitions and collecting supplier quotations to generating purchase orders and managing contracts, this module covers the entire procurement lifecycle within your CRM environment.

Key Featuresโ€‹

  • Product and Service Catalog -- Maintain a centralized catalog of products and services with names, SKU codes, pricing, and categories.
  • Supplier Management -- Store and manage supplier profiles including contact details, payment terms, delivery preferences, and performance history.
  • Purchase Requisitions -- Create and route purchase requisitions with item details, quantities, urgency levels, and department or project links through approval workflows.
  • Supplier Quotations -- Send Requests for Quotation (RFQs) to multiple suppliers and store received quotes with pricing, delivery terms, and validity periods.
  • Quote Comparison -- Compare supplier quotes side-by-side on pricing, delivery time, and terms to select the best option.
  • Purchase Orders -- Generate and track Purchase Orders (POs) with full details including supplier, items, quantities, costs, and delivery terms.
  • Contract Management -- Store supplier contracts with attachments, validity dates, and renewal reminders.
  • Supplier Portal -- Give suppliers access to submit quotes, update information, and view their purchase orders.

Requirementsโ€‹

Before installing the module, make sure your environment meets these requirements:

  • Concord CRM -- A working Concord CRM installation (latest version recommended).
  • PHP 8.1+ -- Required for full module compatibility.
  • Valid License Key -- Obtained from your purchase on Themesic.

Installation and Activationโ€‹

Follow these steps to install the Purchase Management module:

  1. Download the module package from Themesic and locate the module ZIP file.
  2. Log in to your Concord CRM as an administrator.
  3. Navigate to Settings โ†’ Modules in the CRM sidebar.
  4. Click Upload Module and select the downloaded ZIP file.
  5. Once uploaded, click Activate to enable the module.
  6. Enter your license key when prompted to complete the activation.
tip

After activation, a new Purchase Management section will appear in the CRM navigation. This includes sub-sections for the product catalog, suppliers, requisitions, quotations, purchase orders, and contracts.

Initial Setupโ€‹

After installation, complete these initial setup steps to get the most out of the module:

1. Configure Your Product Catalogโ€‹

Navigate to the Products & Services section and begin adding items:

  • Enter the product or service name, SKU/code, and unit price.
  • Assign each item to a category for easy filtering and organization.

2. Add Your Suppliersโ€‹

Go to the Suppliers section and create profiles for your vendors:

  • Enter the company name, contact person, email, and phone number.
  • Define payment terms and delivery preferences.

3. Set Up Approval Workflowsโ€‹

Configure requisition approval workflows to match your organization's procurement policies:

  • Define which roles can create requisitions.
  • Set up approval chains for different departments or spending thresholds.

4. Configure Permissionsโ€‹

Under Settings โ†’ Roles & Permissions, configure access for each user role to control who can manage products, suppliers, requisitions, quotations, purchase orders, and contracts.

info

The module integrates with Concord CRM's existing permission system, so you can leverage your current role structure.

What's Nextโ€‹

  • Usage Guide -- Learn the full procurement workflow from requisitions to purchase orders.
  • Supplier Portal -- Set up and manage supplier portal access.
Support

For assistance with installation or configuration, visit the Themesic Support Ticketing Area.