Customer / Payment Tracking Database
$30-100 USD
着払い
I run a self storage facility of about 140 units. I need a simple, straightforward, easy to use Access / Excel database to track customer payments and unit availability.
Requirements are:
1/ Unit number (range between 1 and 140)
2/ Unit size
3/ Customer details including name, address, phone numbers x 2, identification numbers/drivers license number etc
4/ Rental amount (varies depending on length of stay, payment frequency, unit size, discounts given etc)
5/ Payment frequency (for example weekly, fortnightly, monthly, annually)
6/ Payment type (for example, automatic payment, direct debit, cash, cheque etc)
Must have the ability to do the following:
1/ Enter customer payments manually upon checking bank statement to ensure payment has actually been made (or by physically receiving cash/cheque)
2/ Ability to enter partial payments , showing the balance owing for each payment due (for example, if a customer owes $30 for the week beginning 1/20/08 and only pays $20, there is a $10 balance owing).
3/ Reminder (pop up or similar) of payments owing on the day it is due.
4/ Ability to complete bank account reconciliation (not essential, but can discuss later down the track)
5/ Once payment has been made and entered into system, it should show payment has been made
6/ History of payments made for each customer (for the entire rental period)
7/ As customers leave and new customers are signed up, any particular unit is reused/recycled. We need the ability to "delete" or "archive" customers from any given unit number, while retaining the history of their payments etc, and add new customers to that unit number.
8/ Ability to track occupied / vacant units (for example, a simple lookup at any given time will show which unit numbers, and corresponding unit size, are vacant. This should automatically be updated when a customer is "deleted"/"archived".
## Deliverables
Example programs:
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1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done.
2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables):
a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment.
b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request.
3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement).
## Platform
Windows, Excel, Access
プロジェクトID: #3627371