Purchasing Assistant Dynamics CRM Plugin

1
USER MANUAL
TABLE OF CONTENTS Introduction 1 Benefits of
Purchasing Assistant 1 Pre-requisites 1
Installation 2 Installation Steps 2
Configuration Steps 4 Procedure 5
Product-Supplier Relationship 5 Creating Sales
Order 7 Generating Purchase Order 8
Generating Purchase Order Report 10 Creating
Purchase Invoice 11 Completing Invoice
13 Generating Purchase Order Invoice
Report ...........................................
.......................14 Un-installation Steps
16 Contact Us 17
Purchasing Assistant Version 1.1
Compatibility Microsoft Dynamics CRM 2016(v8.0)
and above
2

• USER MANUAL Purchasing Assistant
• Introduction
• Purchasing Assistant is used to complete purchase
  process and make purchasing process more
  efficient with better inventory and payment
  tracking. Keep records of your purchases and
  generate Purchase Orders and Purchase Invoices in
  Dynamics CRM. Streamline your purchasing process
  more efficient and with better inventory and
  payment tracking.
• Benefits of Purchasing Assistant
• Purchase order records ensure that information is
  readily available and with over time one can
  build up a picture of purchasing trends and
  vendor behavior.
• Purchasing Assistant ensures aÐÐuraÐy in ones
  orders.
• Makes purchasing process more efficient.
• Save purchase order PDF and purchase invoice PDF.
• Pre-requisites
• Following points must be followed before starting
  the Plugin installation
• You should be logged into Dynamics CRM Online.
• You will require a Product License Key to
  activate the Plugin. To obtain the License Key
  just drop us a mail _at_ support_at_appjetty.com along
  with your Domain Name.

3

• USER MANUAL Purchasing Assistant
• Installation
• Installation Steps
• To iYstall ?PurÐhasiYg AssistaYt? plugin, the
  following steps has to be followed
• On purchasing the plugin, you will get a zip file
  named PurchasingAssistant_managed.zip.

• PurchasingAssistant_managed.zip
• Login into your CRM Account and click on settings
  -gtsolutions

• Click on ?Iwport? to upload and install the
  Solution.
• Click on Browse button and choose the Package Zip
  File for Purchasing Assistant from the Import
  Solution Window

4

• USER MANUAL Purchasing Assistant
• Click on ?Next? for further processing.

• Check the box to enable any SDK message
  processing steps included in the solution and
  click on
• ?Import? button to Import the Solution

• Click on ?Close? after successful completion
  message is displayed.

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USER MANUAL Purchasing Assistant

• Once you import the solution, it will be
  displayed in the solutions grid view.
• Configuration Steps
• Double click on ?PurÐhasiYg AssistaYt? solution
  to configure the plugin with your license key.
• This will open up a new window. Click on
  ?CoYfiguratioY? from the options provided on the
  left side.
• Enter your plugin license key and click on
  ?Sudwit? button.

6

• USER MANUAL Purchasing Assistant
• Procedure
• Product-Supplier Relationship
• To create a product supplier relationship,
  navigate to sales -gt products.

• Go to the detail view of a product.

7

• USER MANUAL Purchasing Assistant
• You can directly assign a supplier for a product
  or add a new supplier and then assign.
• To assign a supplier click on ?Assign Supplier?
  button. This will open up a pop up with a
  dropdown to choose a supplier for the product.
• Select a supplier from the dropdown and click on
  ?AssigY Supplier? button.

• You can also add a new supplier for the product.
• To add a new supplier click on ?Add Supplier?
  button. This will open up a new window where you
  can enter the details of a supplier and add the
  supplier to the list.

8

• USER MANUAL Purchasing Assistant
• Creating Sales Order
• To create a new Sales Order, navigate to Sales -gt
  Orders

• Either create a New Sales Order or select from
  the existing orders. Select the products in two
  different ways
• Create New Order
• Select Existing Order
• To create a new order click on ?Ne?? and enter
  details such as Product Name, Price per Unit,
  Quantity etc.
• You can also add products to an existing order.
  Once the order is created, select products with
  the help of look up and add them.

9

• USER MANUAL Purchasing Assistant
• Generating Purchase Order
• Purchase order allows buyers to clearly and
  explicitly communicate their intentions to
  sellers. It helps a purchasing agent to manage
  incoming orders and pending orders
• After adding the products, to generate the
  Purchase Order click on ?GeYerate PO? which
  is available at more options on the CRM ribbon
  as shown below

• Clicking on ?GeYerate PO? will open a new
  window in which you can select supplier
  for each product.
• If you have already assigned a supplier to a
  product then that supplier will be selected by
  default and if you want to change the supplier
  then you can select a supplier from the dropdown
  list.

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• USER MANUAL Purchasing Assistant
• You can also add a new supplier by clicking on
  ?Add Supplier? button.

• Fill in the supplier details and click on ?Sae?
  to add the supplier
• Select the products and click on ?Create PO?
  button. This will create a Purchase Order based
  on the selection of suppliers and a success
  message will appear. Click on ?OK? button to
  continue

• Once a P.O is generated, it will be
  displayed on the order page as shown in
  reference screen below. Purchase Orders will be
  created and visible as Ðreated POs as sho?n
  delo?.

11

• USER MANUAL Purchasing Assistant
• Generating Purchase Order Report
• To generate a Purchase Order Report
  navigate to the products module and click
  on ?Vie?
• Purchase Orders?.

• A list of created purchase orders will be
  displayed.

• Go to Detail view of a Purchase Order to generate
  the report.
• Click on Run Report and select ?PurÐhase Order?.

10
12
USER MANUAL Purchasing Assistant

• You can also save the Reports in the following
  formats XML, CSV, PDF, TIFF, Excel and Word.
• Creating Purchase Invoice
• To create a Purchase Invoice go to the
  Purchase Order detail page and click on
  ?RELEASE? to release the Purchase Order and
  enable Purchase Invoice Option

13

• USER MANUAL Purchasing Assistant
• Now, click on ?Create PurÐhase IYoiÐe? from More
  options as shown below.

• This will open up a new window in which you can
  enter the quantity received from your supplier,
  or change price if it is different.

• Click on ?Create IYoiÐe? button to create the
  purchase invoice.
• This will create a Purchase Invoice and a
  success message will appear. Click on ?OK?
  button to continue

14

• USER MANUAL Purchasing Assistant
• Once a Purchase Invoice is generated, it will be
  displayed on the purchase order page as shown in
• referenÐe sÐreen delo?. InoiÐe ?ill de Ðreated
  and isidle as Ðreated InoiÐes as sho?n delo?.

• Completing Invoice
• To complete an invoice, go to the detail view of
  an invoice and click on ?COMPLETE INVOICE? as
  shown in the reference screen below.

15

• USER MANUAL Purchasing Assistant
• Generating Purchase Order Invoice Report
• To generate a Purchase Order Invoice Report
  navigate to the products module and click on
  ?Vie?
• Purchase Order Invoice?

• Go to Detail view of a Purchase Order Invoice

16

• USER MANUAL Purchasing Assistant
• Click on Run Report and select ?PurÐhase
  IYoiÐe?.
• This will open up a New Window with the ?PurÐhase
  Order Report?.

• You can save the Reports in the following
  formats XML, CSV, PDF, TIFF, Excel and Word.

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• USER MANUAL Purchasing Assistant
• Un-installation Steps
• To uninstall the Solution, navigate to Settings -
  gt Solutions
• Check on the Plugin Name and click on ?Delete?

• Click on ?OK? to delete and uninstall the
  solution from CRM.

18
USER MANUAL Purchasing Assistant Contact Us We
simplify your business, offer unique business
solution in digital web and IT landscapes.

• Live Chat
• Get instant support with our Live Chat.

• Tickets
• Raise tickets for your specific question!

• Visit our product page at https//www.appjetty.co
  m/dynamicscrm- purchasing-assistant.htm and click
  on the Live Chat button for instant support.

• Send an email to support_at_appjetty.com or you can
  login to your account
• _at_ www.appjetty.com and click on My Support

Tickets on your account dashboard, to get answers
to your specific questions.
Customization If you would like to
customize or discuss about additional
features for Dynamics CRM Purchasing Assistant
, please write to sales_at_appjetty.com