Basic tracking tool developed for internal sales team and external vendors.
プロジェクト予算₹12500 - ₹37500 INR
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
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