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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Proje NO: #14083729

39 freelancer bu iş için ortalamada 565$ teklif veriyor


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