Enhancing Perfex CRM: Invoicing & Profit Calculation

Perfex CRM Customization & Profit Calculation Fix

Project Overview:

I am looking for an experienced Perfex CRM developer to customize my Perfex CRM system to improve reporting, invoicing, and tax options. The key focus is on modifying the profit calculation logic and adding essential features to invoices, purchases, and expenses.

Requirements:

1. Fix Profit Calculation in Reports

Perfex CRM currently calculates profit incorrectly. The issue:

If I purchase 100 qty for ₹10,000 and sell 2 pcs for ₹300, the system calculates profit as 10,000 - 300 = ₹9,700, which is wrong.

Correct method:

Per item purchase price = ₹10,000 / 100 = ₹100

Per item selling price = ₹150

Profit = (150 - 100) * 2 = ₹100

Modify the profit calculation logic to use per-item cost instead of total purchase cost.

2. HSN Code in Invoice Rows

Add an HSN Code field in invoice rows for both Sales and Tax Invoices.

3. Multiple Invoice Types

Currently, there is only one Sales Invoice type.

Need an additional invoice type called Tax Invoice.

4. Tax Options (Inclusive & Exclusive)

Currently, the system supports only tax-inclusive pricing.

Need an option to select either Tax-Inclusive or Tax-Exclusive pricing when creating invoices.

5. Copy Invoice/Purchase/Expenses

Add a Copy feature for invoices, purchase entries, and expenses.

When copying:

The system should allow updating the date and specific fields, while keeping the rest of the data unchanged.

Ideal Freelancer:

Must have prior experience with Perfex CRM customization

Strong knowledge of PHP, MySQL, and CodeIgniter

Ability to deliver clean and optimized code

Experience in modifications in Perfex CRM Only Serious Developer should Apply, No time wasters. Your Bid amount will be final Budget. Start your bid with PERFEX So I can assured you have read all the details.

PHP CRM MySQL Codeigniter

Project ID: #39043432

About the project