Sales|| Enquiry || Quotation || Invoicing || Management Software

1. Business Development Stage

1.1 Registering New Sales Lead and follow up

1.2 Registering New Customer with their Contact Details

1.3 Registering New Project

1.4 Registering new Product and Manufactures , with Tags on Products for easy identification.

1.5 Should have a inbuilt filter to organize data as per (products and manufactures) || (Sales Leads and Contact Details) || (Projects and Contact Details)

2. Enquiry Stage

2.1 Auto Registration of RFQ upon Receipt with Unique ID / No.

2.2 Auto System Generated Response to Customer informing them of Receipt of Enquiry and our intention to quote or not. Response should have the Unique ID for further reference,

3. RFQ and Quotation from Supplier Stage

3.1 Template for RFQ which will be addressed to manufacture / supplier

3.1.1 Template should have Last Date to Bid

3.1.2 Technical Details

3.1.3 Other Details etc

3.2 Forward Enquiry to Manufacture / Supplier with Unique ID similar to Equiry ID,

3.3 Receipt from Quotation from Supplier/Manufacturer to be auto registered

4. Quotation to Customer

4.1 On receipt of Quote for Supplier / Manufactruer a costing sheet to be prepared

4.2 Quotation should have a template

4.3 Costing should be in incorporate in the template

4.4 Costing sheet to be saved that will details in a separate filter

4.5 Auto generation of Items and products codes with (name of supplier) (item quoted ) (price quoted)

5. PO Stage

5.1 One successful winning of the order the quotation to be turned into an order template

5.2 PO to be automativally placed to the manufacturer with terms and conditions

5.3 PO to have details of products and cost

5.4 Email to customer with acceptance of PO

6. Invoice Stage

6.1 Upon Delivery of Materials , Invoice to be generated to the customer with Unique id

6.2 Should have a facility to follow up payments

7. Reports

7.1 Best Customer Report

7.2 Profitable manufacture Report

7.3 Sales Lead Report

7.4 Outstanding Quotation Report

7.5 Oustanding Order Report

7.6 Order in Hand Report

7.7 Order Cancelled Report

7.8 Product Vs Price Report

7.9 Month Sales Report

7.10 Should have the facility to connect wiith the company banking system

7.11 Should have a facility to sending emails from withing the software

7.12 Soft ware should be desk top based with the facility to connect to the web

7.13 Printing or conversion to PDF, etc

7.14 Supplier payment management

More new ideas will be appreciated by the developed

If a good interest is shown, more template will be uploaded for Quotation, Invoicing, Terms and Conditions etc.

Beceriler: PHP, Yazılım Mimarisi

Daha fazlasını gör: web development quotation, web development is profitable, web development in new business ideas, the best lead generation company, technical report in pdf, supplier manufacturer, software development price, software development cost, sending invoice, sending an invoice, sales leads generation software, quote response template, quotation template pdf, project terms and conditions template, products to manufacture, php codes pdf, manufacture items, lead management system in php, lead generation pdf, lead generation for software development company, development web soft, data stage 8.1, cost of sales template, costing web development, costing sheet template

İşveren Hakkında:
( 0 değerlendirme ) Hong Kong

Proje NO: #6553354

Bu iş için 13 freelancer ortalamada $4711 teklif veriyor


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