Cloud Based - Custom Client Database - like invoice2go
£750-1500 GBP
Pagado a la entrega
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?
Nº del proyecto: #5754057
Sobre el proyecto
18 freelancers están ofertando un promedio de £1539 por este trabajo
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