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Quote / Job / Invoicing Spreadsheet /Database

Quote / Job / Invoicing Spreadsheet /Database

Ideally this would run out of excel, although I am open to running this from an open source database program.

Overall Functionality:

I need a simple system to create and log quotes, convert them to jobs and finally invoices . Must be very user friendly. I would need a database of standard cost items

Create Quotes

• Generates Quote Numbers Automatically

• Allows me to select standard costed items to use in the quote – to bring across description and to overwrite if required.

• Allows me to vary the discount for each quote or each item

• Allows me to add a new costed item to the database

• Allows for free text fields

• Save button that saves the sheet with the quote number as file name (or some other management system

• Print in a clean professional format that allows a logo to be included.

• Convert button that allows it automatically be converted into a job.

• Calculate overall margin

Job Order

• Convert from Quote

• Same functionality as Quote

• Allow for Changes

• Save function

• Calculate Margins

• Convert to invoice

Invoicing

• Convert from Job

• Same functionality

• Allow for changes and variations

• Save function

• Calculate Margins

• Print and email

Reporting

Report on conversion Rate – Quote to Invoice - Straight out and how margin effect conversion

Report on Margins comparison btw quote and invoice

Beceriler: Microsoft, Microsoft Access, Visual Basic

Daha fazlasını görün: job quote spreadsheet, quotes invoicing spreadsheet, job quote sheet excel, visual basic cost, simple file database, rate visual basic, program management jobs, source jobs, source job, numbers function, microsoft number, microsoft excel spreadsheet free, microsoft excel professional, microsoft excel management, microsoft excel job, microsoft access jobs, microsoft access job, logo create professional free, jobs use excel, jobs spreadsheet, job spreadsheet, jobs microsoft excel, jobs microsoft access, invoicing jobs, quote jobs

İşveren Hakkında:
( 34 değerlendirme ) Melbourne, Australia

Proje NO: #716775

15 freelancer bu iş için ortalamada 189$ teklif veriyor

guoxinliu917

Hello, I can do it for you. Please check my PMB. Thanks.

in 3 gün içinde250$ USD
(28 Değerlendirme)
6.0
frehmanpk

Respected Sir, Please see PM for details. Kindest Regards.

in 2 gün içinde200$ USD
(17 Değerlendirme)
4.5
KellogITSolution

Hello Ready to start right now. Please see your PMB for details. Thanks

in 5 gün içinde110$ USD
(13 Değerlendirme)
4.3
BrindabanB

Hi, Kindly refer PM. Rgds, Sandeep

in 5 gün içinde100$ USD
(6 Değerlendirme)
4.2
himanshuhc

Hi, I have created similar excel macros for projects I picked up on FreeLancer in the last few months. Plz refer PMB.

in 3 gün içinde180$ USD
(10 Değerlendirme)
4.0
hussainsharif

Please check your PMB

in 10 gün içinde250$ USD
(1 Değerlendirme)
3.8
sinfulm3

I think i can help you sir. Check my work from my previous client. CHECK PMB.

in 5 gün içinde200$ USD
(6 Değerlendirme)
3.6
BSoftTech

Hi I can provide the solution using a VB utility. Thanks, John

in 5 gün içinde250$ USD
(2 Değerlendirme)
3.2
residentx10

See the PCB for more details.

in 30 gün içinde250$ USD
(0 Değerlendirme)
3.4
kinjisoft

Hi. check pm for details. Thanks.

in 3 gün içinde150$ USD
(0 Değerlendirme)
0.0
diam

Hi, I can do it professionally

in 4 gün içinde200$ USD
(0 Değerlendirme)
0.0
KaiProton

I can do this System for you using Microsoft standard programs, your program description is very similar to a job managment system I created that has run successfully for more than one year now.

in 15 gün içinde200$ USD
(0 Değerlendirme)
0.0
Piyu1985

See my PM then give me a work..

in 10 gün içinde200$ USD
(0 Değerlendirme)
0.0
Kalin84

I am offering you to make it in Access. If you are interestet - let me know

in 7 gün içinde100$ USD
(0 Değerlendirme)
0.0
vlopes777

Hi there I'm a programmer with more than 10 years experience using VB6,SQL,T-SQL, Crystal Reports. Also have experience of 2 years using VB.NET I can do this for you as you request Count me in

in 15 gün içinde200$ USD
(0 Değerlendirme)
0.0