VTiger Workflow Management Setup and Mods IMMEDIATELY

• Project ID:

  630432

• Project Type:

  Fixed

• Budget:

  min $3000 USD
  

Project Description:

Very serious about this project and have the money to spend. We already have development server up and some projects running with Task Manager. Please contact me IMMEDIATELY to discuss via skype at vividracing.

Install Quickbooks/VTiger Integration - http://forge.vtiger.com/projects/vquickbooks/
Install Shiprush for Fedex Integration to SHIPPING below - http://www.shiprush-fedex.com/sql/index.shtml

Products -
Product Cost needs to be associated with an expense account for Quickbooks - COST OF GOODS SOLD
Need to have 3 Vendor Fields. Primary and Backup Sources for dropshipping or order product for stock.
Bring in Product Description from site to Product Info
Commission Rate to be generated from the difference of Sale Price and Cost. Each sales rep will be assigned a commission %.

Payments -
Need to input a field for Paying out orders using Paypal, Wire Transfer, Check, Cash, BML, CarCareOne, Net Terms
Paypal - Need Input for Amount Received, Transaction ID, and auto calculate paypal fee for recording in Quickbooks
Wire Transfer and Cash just need Input for Amount Received
Check - Needs Input for amount received and check number
CarCareONE - Needs Amount Received, Account Number, Credit Limit
Net Terms - Needs Term Length (IE 5, 10, 30 days) and credit allowed. If open orders exceeds credit, not allowed to process on net terms
Since all orders are made as Sales Orders, Invoice is only when payment is received in full? So on the Sales Order, we need to have Payments Applied and Balance Due under GRAND TOTAL.
Payments or open balance need to be calculated and shown in the customer MORE INFORMATION history. So if a customer owes $10 on this invoice, and $50 on that invoice, it shows this.
Once a Sales Order is Paid, it goes into a Que waiting for manager approval to become an official Invoice then to be made into a Purchase Order or Ship from the Warehouse. This process discussed below.

***Purchase Orders*** - MOST IMPORTANT
Once a order becomes an invoice, it is finalized. After accounting approves the order, it is ready to be shipped or create purchase orders.
Next to each item on the Sales Order will be a check box for either VR Stock or Dropship.
When the item is checked with VR Stock, this brings up the item info and shipping type to the Shipping Manager in a Que so he knows what to ship.
When the item is checked with DROPSHIP, when the order becomes an invoice, a Button that Says GENERATE PO will appear next to the line item and the Admin determine will click this to create a PO to the assigned vendor. We need to have the ability to change vendors if need be or change shipping type on this automation.
Purchase Orders will popup in a Que that can either be emailed as a batch or 1 by 1 to the vendor.
The Purchase Order must be associated back to the Invoice either on the invoice or in the customers MORE INFO section.
The Purchase Order needs to be tagged with SENT or COMPLETED once emailed.

Sales Orders, Quotes, Invoices Product Details -
Need a input field between Product Name and Stock called Attributes where text can be entered. IE: Size, Color, Setting, etc
Under Net Total, I would like to have the fields for Handling Fee and Warranty that are calculated the same as CRE or can be set to NONE for $0.
I need to have a field or drop down for shipping to select service that we input values. 2day, 3day, Overnight, Ground, Freight, etc. Also the Carrier Type: Fedex, UPS, USPS. This amount will be manually entered in and not calculated.
When you email out one of these forms, this needs to show in the customers MORE INFO tab of a history of what form was emailed and the associated number.

Invoices -
Once a Invoice is saved, it is finalized, only Admin can make changes to it. We do need a field to paste in tracking numbers for each line item if it was dropshipped. Anytime a tracking number is paste in the TRACKING field, an automatic email should be sent to the customer - "Your Item XXX has been shipped with carrier XXX and the tracking number is XXX." Some of these we can set in VTiger already.

Returns/RMA's -
We dont have any forms to issue credits or create Return Merchandise Authorizations.
Returns or Credits need to be its own form. Maybe we can use Invoices template and have it for product returns. This would be used to generate return and credit customers. This would be a negative affect to customers account so we would have to be able to run credits with authorize if possible. We could also have an option for this to be "Store Credit". This would require saving the $$$ amount to the customer account so if they ordered again, it would show how much credit they have to use. If they use over the credit amount, a DIFFERENCE would be shown This would have to have manager approval.
RMA's would be a form to generate a return authorization back to Vivid. This form would have the item information, a reason for the return, and instructions to be printed out. Once a RMA is received, we either do a exchange or refund.

Skills required:

MySQL, OSCommerce, PHP