You have chosen to sponsor your bid up to a maximum amount of .
To create a CRM in MYSQL or any other recommended DB that will do the following:
Allow us to register a client and choose finishes and requirements with drop down menus based on pre-determined data.
Receive monies from a client and export the payment data in specified CSV format.
Allow us to paste data into a spreadsheet from our existing Design Software, that will give an itemised list of what is in the design, together with finishes, categories and prices mentioned.
Create a quotation based on the information, and have drop down menus for payment options.
Create Combining of numerous Quotations with various job cards per "e;combined Project & quote;
To amend data automatically if certain criteria is met.
To insert additional data based on certain criteria.
To automatically look up Edging finishes, based on materials used.
To automatically calculate the charges for fitting as a fee per item installed according to Fitting fees schedule.
To receipt client for deposit paid, and print out standard contractual documents for client to sign, including finishes, profiles colours, conditions of sale, etc.
To derive from that a Job card where we can choose who to order from as per a drop down list (with Defaults).
To book appointments per sales person. for each client, and have an add in into Microsoft outlook.
To book fitting dates for each project, and chosse the fitter in a drop down menu.
To automatically give order numbers as per the job cards.
To allow us to place orders for every category on prescribed order forms given to us by our suppliers.
To allow us to fill in the amount and invoice number and other numbers when the order arrives, and allocate it to the correct client and job card, and export all invoices received per supplier in a prescribed CSV format. Allocate the whole invoice as a stock item per client.
To inform us via e-mail when all orders for the job has been received.
To print out an itemised despatch form in the various categories including To calculate the number of inserts depending on the cupboard type (according to a schedule)
To calculate the profit margins based on the prices charged for the items in each order, vs the price paid per order, and accumulate that in total profit per job.( with a warning if the profits are below a certain criteria)
To inform staff member of the installation 2 days prior to installation, and promt for client to be contacted via e-mail for further payments due. Also to warn if there are still outstanding orders.
Invoice Clients as per the Accepted Quotation. Deduct all invoices ordered from stock sheet.
Place stock orders as per drop down menu, and add that to itemised stock list.
Reports on All quotes done per staff member, all confirmation of orders, How many, what amounts, Profit margins etc.
To e-mail statistics to a central server, together with specified client details and Finishes for Head office use.
Reports that can be exported with some drop down menus to determine Client name, Source of advertising, finishes, Dates of installation, Price paid per project, All projects per client. etc.
At present I do everything on Excel, but have various spreadsheets that have to be completed by the staff.
There are a number of spreadsheets, and often there are repeat bits of data captured, which wastes a lot of time.