Cloud Based - Custom Client Database - like invoice2go

Closed Posted Apr 2, 2014 Paid on delivery
Closed Paid on delivery

Project:

Customers: (General Public – Day to Day Customer) and all facilities provided by invoice2go (especially graphical outputs e.g. sales performance, sales per clients, etc)

Database must contain predefined (editable) templates for invoices, preorders, proforma, products, prices, recurring invoices for services or products, Business Stock

Editable business (multiple businesses if needed) with editable info and logos (we design the logos, just the option of changing them)

Clients (private Clients)

Contact person First Name, Surname, Address, Fitting Address, Home Telephone, Mobile Telephone, Email Address, etc

Info linked to database:

Measure Date & Time, Quotation Date, Order Confirmed, Product Order Date, Product & Sizes, Product Received, Fitting Date/s

Clients: (Business Clients)

Contact Info:

Company Name, Contact Name/s, Invoice Address, Fitting Address, Telephone, Mobile (for contacts), Email & Contact Email/s, Terms, VAT No.

Info linked to database:

Measure Date & Time, Quotation Date, Order Confirmed, Product Order Date, Product & Sizes, Product Received, Fitting Date/s.

We will need the following folders and sub-folders:-

Quotation/s:

❶ New Quotation/s - Folder to contain any customers that are awaiting a quotation, this should be triggered by the Measure date & time.

❷ Pending Quotation/s - Folder to contain any created quotation/s awaiting response.

❸ Quotation/s Lost - Folder to contain any quotations we have lost for any reason.(cancelled or not accepted by client)

Customer Order/s:

❶ Order/s Awaiting Product Delivery - Folder to contain any order that is confirmed but we have not yet received the product

❷ Order/s Awaiting Fitting - Folder to contain all orders that have been confirmed and the product is in stock but has not yet been fitted

❸ Completed Orders Awaiting Invoicing - Folder to contain any completed order (fitting complete) that needs invoicing, triggered by fitting date/s.

Invoice/s:

❶ Outstanding Invoices - Folder to contain any invoice that has not yet been paid

❷ Paid Invoices - Folder to contain all paid invoices(pair in full or partially paid

Purchase Order/s: For us, this is a little difficult, we do not always provide our suppliers with purchase orders and order numbers, we currently have a book which all of our orders are recorded in but this needs to be moved onto the database system, therefore would it be possible just to have it manually stored without creating a purchase order i.e. we currently store the following information: Date of order, customer name, product/s, size/s, supplier, arrival date. What are your thoughts on how best to work this? This would need to link to the database and trigger a folder change when the product is on order and again when the product has arrived?

Quotations/Invoices:

We need to use our layout for invoices and we need to be able to manually enter text and figures but need the date, customer details, discounts or pre-existing credit.

Quote/invoice number etc. to be automatically generated as discussed, what are your thoughts on this? How do you envisage this working?

Financial: We need to be able to assess how well we are doing easily so we need to be able to view the following figures and details:-

❶ Monthly sale/s, Quarterly Sale/s, Yearly Sale/s

❷ Outstanding Invoices including total figures

❸ Plus all information as per your pdf example i.e. top 10 customers etc.

Is there anything else I am missing for the database you guys can think of that needs to be there?

Customer Support Data Entry Data Processing Database Administration MySQL

Project ID: #5754057

About the project

18 proposals Remote project Active May 9, 2014

18 freelancers are bidding on average £1539 for this job

phpMaestro

Hello Andrei! Greetings! We are checking the requirements with team and will provide you our feedback soon. Thank You! Best Wishes Manish

£2000 GBP in 30 days
(128 Reviews)
9.6
owebest

Hello I have reviewed your project description and would be happy to work for you. I have reviewed all of the requirements as well and can certainly do each one, however i wanted to have a general discussion with y More

£1200 GBP in 45 days
(227 Reviews)
9.0
meet2amitvw

Let's discuss over freelancer Personal Message Box for the proper estimation of cost and time. I am myself doing programming so you will directly work with one person and that's me. No mediators. No managers. No sub More

£1159 GBP in 20 days
(85 Reviews)
8.7
leadconcept

Kindly ignore the bid amount & time-line, it is just a placeholder, as our estimate is higher than your set budget, so would you be flexible in it? -------- Dear Sir, I have read your Project Description and understand More

£1546 GBP in 60 days
(56 Reviews)
8.4
gopalvora

Hi Ready to start this work.. i have more then 6 year experience in this fields.. i have already worked about this skilled Joomla , Php , Open cart , Wordpress , Drupal , Javascript , cake Php , Smarty , O More

£1159 GBP in 30 days
(243 Reviews)
7.7
sritechnocrat

Hello Sri Technocrat will provide fully interactive website for your project. As per the detail, Sri Technocrat will provide three template functional schemes and sample pages to make your choice for layout. It will More

£1578 GBP in 30 days
(33 Reviews)
7.2
binhnx

Hi. We have experience in large and stable client - server system and can guarantee about quality and timeframe of this project. Looking forward to working with you!

£1500 GBP in 40 days
(25 Reviews)
6.0
abdellatif81

Hello Laurentio, I am IT engineer with European diploma since 2005 Certified as Technical specialist in Microsoft SQL Server databases, i have more than 8 years in IT projects with 5 years working around Microsoft More

£1210 GBP in 30 days
(9 Reviews)
4.0
UniquePro4U

Hi, We are a software development company, with lots of experienced teams. We will love to work for you.

£1155 GBP in 30 days
(1 Review)
1.1
teodoracrisan78

Propunerea nu a fost încă furnizată

£1250 GBP in 3 days
(0 Reviews)
0.0
amoljag

Hi, we provide all kind of technical / back office support services. We have trained resources for it. Let me know if you would like to discuss with us further and I can share our profile and past experience with you. More

£1250 GBP in 20 days
(0 Reviews)
0.0