Quotation Tool

In Progress

Our company ALPHA is an Express delivery Service company. We ship for our clients their parcel & courier through several agents ( UPS, DHL, etc…) all over the world.

Alpha offers several levels of services:

• Nextday12

• Nextday

• Regular ( Different quotation for mono parcel or multi parcel)

The world is divided by zones. For each Service, and for each agent, each country is put in a zone (Zones 2013 ALPHA). Some of the agents are not servicing some countries, or some of the services are not provided for some countries. In both cases, there is no zone next to the country.

For the Nextday12 and Nextday services, there are 2 types of expeditions: Documents and parcel. This limitation does not exist in Regular service.

Each agent has his own Price Book.

The agents are not fixed. I can add new agents, with new price book

ALPHA has created a standard Price Book, by service and by zone. (ALPHA Standard Price Book)

Actually, we use several Excel files, not linked. We want to move all those files to a relational database (We own Filemaker 11 licences)

The idea is to build a tool that will help us to:

• Compare prices, margins by agent for a certain Destination Country, Document or Parcel, Service and weight.

• Create quotation for Clients. Keep track of the different quotation.

• We can get special quotation from agents for 1 country only.

• Create a PAG (Preferred Agent Grid) that will show the cheapest agent to choose by service, destination and weight . With First choice, and alternate choice

• Build a screen to immediately show the standard selling price By service, country, type of parcel, dimensions, weight .

• To integrate the notion of “Volumetric weight” in each calculation (based upon dimensions ).

• With reduction limit for each Service, build special quotation for Clients .Or Global reduction or for a special Country only. Keep track of the different quotation. To build the PAG for each Quotation. To develop a tool to immediately apply reduction for a country, or a zone or global reduction. To Show new margins.

• To print all the quotation. Full Zone table or by Country (6 max to select).

• To export PDF CSV file all the quotation.

I enclosed some of the files needed to understand the project. Other files will be provided to the choosen coder.

The coder shoud vahe knowledge of excel and Database and understand the way big transportation & logistics majors work.

Thank you

Skills: Database Administration, Excel, FileMaker, Microsoft Access, PHP

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Project ID: #4079397