Enhancing Perfex CRM: Invoicing & Profit Calculation
₹1500-12500 INR
Paid on delivery
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.
Project ID: #39043432
About the project
12 freelancers are bidding on average ₹9750 for this job
Hello, I have 10+ years of experience in PHP, CodeIgniter, and MySQL, with extensive expertise in Perfex CRM customization. I can accurately fix the profit calculation logic, add HSN codes, implement multiple invoice t More
Hi, As a top-rated full-stack developer with over 9 years of diverse experience, I would be a perfect fit for your Perfex CRM customization project. My work accuracy rate is consistently between 98% to 100%, and I have More
PERFEX, I specialize in CodeIgniter PHP with over 3 years of experience, and I recently completed a successful customization of Perfex CRM. You can view the positive feedback I received on my profile. I'll be happy wo More
As a seasoned freelancer who has been designing and developing Perfex CRM for over 8 years, I can promise you that I am very familiar with the specifics of the project. My extensive knowledge in PHP, MySQL, and CodeIgn More
Hi, I am confident that I can help you with the required customizations and profit calculation fixes for your Perfex CRM system. With solid experience in Perfex CRM, PHP, MySQL, and CodeIgniter, I can ensure that all More
