Basic tracking tool developed for internal sales team and external vendors.

Chiuso Pubblicato 7 anni fa Pagato alla consegna
Chiuso Pagato alla consegna

Detailed requirement of the project is as follows:

1) We pull data from a excel sheet into the system.

2) The system should be intelligent to identify duplicates and let us know.

3) We should be able to assign and reassign leads to various sales reps.

4) Sales Rep should be able to login to system via website, so a "Sales Login" button on website is needed. Similarly a Vendor login Button is also needed.

5) The main sheet/form/data will have things like Company Name, Source, Assigned To, Email etc.

6) The sales rep should have the permission to create new leads and they should also be notified if that's duplicate.

7) Commission Calculation Tier based or Flat structure calculations.

8) Once an order is confirmed the Sales rep should create a unique Job Id number every time an fresh order comes.

9) Sales rep should be able to create an estimate form i.e put in all the job requirements once he has discussed with the customer and mark it to the back end team to help him with the exact estimate. The estimate number each time should be unique and finally will be converted to a job ticket number once job is confirmed.

10) The sales rep should be able to attached and PO extra that has been supplied by the customer once he converts and estimate to a final job.

11) Only super admin will be able to create/remove sales rep however Vendors would be able to create their own login but would need our approval before going live on the system.

12) All the form and fields/sub fields should be dynamic and we should be able to change/add/delete them.

13) Once the job is done and the production rep confirm delivery the sales rep should be able to create a Invoice but the Invoice should have 2 level of permission.

14) The Invoice created will be of 2 types on which will be the customer copy and the other which will be reps copy declaring his commission on the Invoice.

15) A similar feature is needed for the Vendors/freelancers who should be able to quote on the estimate/job query once awarded the job, they should be able to raise an Invoice to the us for us to be able to release the payment.

14) The vendors will be asked to submit bids on each job or they can also be a fixed price contract between them and us.

16) Various MIS reports should be generated and we shall be able to customise them as well.

17) We should be able to punch in Payment details as well for us to be able to reconcile statements.

18) Weekly/Monthly account statement for the clients and sales reps should be to generated with a click of a button.

Kindly let us know, Time that this project requires to complete and the total price

PHP Architettura Software

Rif. progetto: #12025887

Info sul progetto

7 proposte Progetto a distanza Attivo 7 anni fa

7 freelance hanno fatto un'offerta media di ₹80436 per questo lavoro

manpreet

Dear Sir, I can make this website as required in PHP and MySQL. Please respond so we discuss further. Waiting for reply, Manpreet Singh

₹100000 INR in 20 giorni
(253 valutazioni)
8.4
ImpetrosysAnil

Hi I’d like to be considered for your writing position. We have strategic developer with a strong background developing knowledge. We are known for a combination of focused, analytical skills and interpersonal streng Altro

₹12500 INR in 10 giorni
(18 valutazioni)
4.7
mamdouharef76

Will be able to deliver the requirements on sharepoint platform in 20 days or customized framework

₹15000 INR in 20 giorni
(0 valutazioni)
0.0
smartresearch1

We are experts in custom software development and we have extensive experience in tracking tools. We can develop the Fully featured solution in 30 days (25 workable) for 1400 usd, with 20% upfront for kick off. Thanks

₹30000 INR in 25 giorni
(0 valutazioni)
0.0