Quotation to Service Order to Invoice system

Timeline: 3- 5 Days

Preferably someone with prior experience with UCM Pro.

Need customization work on Ultimate Client Manager – CRM – Pro .

Ref: [url removed, login to view]*%20no%20PO

Required features:

- 2 level admins : Admin / Users

- Credit Note*

- Debit Note*

- Purchase Order*

- Quotation

- Service Order

- Invoices

- Statement of Accounts [filter by Company, Bill]

* No accounting required for C/N, D/N, P/O. No inventory.

** All bills (C/N ; D/N, Qtn, S/O, Inv) to be able to export as Excel & PDF

Flow: "Quotation" to convert to "Service Order" to convert to "Invoice"

All 3 Bills to display same "Bill To" information, items descriptions, just that "Service Order" does not display costs/prices.


1. Versioning required for every change to Qtn, S/O, Inv

2. Quotation to have draft function, so that user can save a copy for future editing before actual publish to actual quotation

3. System to trace action of User (When quotation is prepared by A, it’s stated as Prepared by A. When B converts this quotation to SO, this SO becomes Prepared by B. When C converts this SO to invoice, invoice becomes Prepared by C. )

4. Quotation Status: Quoted, Converted to Service Order, Rejected

5. Service Order Status: Prepared , Converted to Invoice

6. Invoice Status: Paid, Unpaid

7. Purchase Order Status: Cleared, Uncleared

8. Credit Note / Debit Note Status: Paid, Unpaid

Beceriler: MySQL, PHP

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İşveren Hakkında:
( 7 değerlendirme ) Singapore, Singapore

Proje NO: #14083729

54 freelancers are bidding on average $572 for this job


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We already have worked on UCM Pro and also built Complete Accounting ERPs, with PO, SO, Debit NOte, Credit note and other advance accounting features, and can complete your all requirements professionally. I prefer Daha fazlası

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Hi, As you are looking to develop a Quotation to Service Order to Invoice system so I am glad to inform you that we are an Indian Based ISO Certified 9001 : 2008 registered Pvt. Ltd. Software Company working wit Daha fazlası

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