How to generate Leads for Purchase?

 

Lead for Purchase with AntMyERP

In AntMyERP, the Lead for Purchase feature simplifies the process of purchasing materials from customers, a common need in recycling or refurbishing businesses. For instance, if a customer reports that several devices are not working and you decide to buy them back, the purchase department can create a Lead for Purchase to manage this process efficiently.

To start, the customer must first be created as a vendor in the system, since you’ll be purchasing materials from them. Once the vendor profile is ready, go to Lead for Purchase and click the plus icon on the right. This opens the lead creation form. Select the vendor (for example, VKS Group) and assign the employee who will coordinate with the client.

You can then fill in additional details such as campaign, watchlist, start and due dates, estimated time, priority, and profitability. You can also attach documents, assign departments, and specify the lead source, pricing matrix, and reference number. The vendor’s details will populate automatically, and you can specify the materials or devices being purchased. Once saved, the purchase lead is created just like a CRM sales lead.

From the index view, you can track all leads, follow up, mark them as lost, disqualified or featured and monitor ongoing transactions.

In short, this feature lets you manage purchases from customers who are also vendors thus helping you recover faulty or damaged devices, reuse spare parts, and maintain smooth coordination across teams.

With AntMyERP, every purchase lead becomes organized, traceable, and efficient.