In Progress

177859 POS Invoicing/Billing system f

Project: POS Invoicing/Billing system for SugarCRM

Overview:

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Expand the current module/s (products, quotes, contracts and subcontracts) to create a “POS” system within sugarcrm open source. The POS will use products or contracts/subcontracts during checkout and connect to payment processor [url removed, login to view] for billing and reoccurring billing with cc or eft (electronic check). Module will have some reporting and editing function. There will be some relationship between sales processed and the products or contracts with the contacts and accounts.

Business Profile:

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We are a service company and our services are martial arts instructions. We also sell a small amount of products by way of a pro-shop and online store. Most of our clients are children and the model of Account(family) and Contact(student) in sugarcrm seems like it will work fine for our business 2 consumer “B2C” process. Most of our students are on a contract for varying lengths of time and we do have several types of training programs that we offer. We currently use a billing company that processes our reoccurring billing and they provide a portal to enter our contracts and run reports. The contracts are currently entered with the following fields: a monthly payment amount, number of payments, total amount, Payments collected at school (this is usually a first payment) and down payments (these are monies that are paid up front to reduce monthly payments). There are also options for finance charges.

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Main objectives:

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create POS System within sugarcrm

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create invoices online

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conduct billing online (one-time as well as re-occurring “ARB”, needs to be able to work with payment gateway [url removed, login to view])

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email notification

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optional shipping rates when checking out

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relationship with other modules of SugarCRM such as accounts, opportunities, and revenue should reflect in Pipeline.

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Basic reports and edit functions

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Edit functions to edit reoccurring billing tied to a contract/account such as “post an in-house payment” or change payment method or amount.

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Functions:

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Create Invoice - begins with the create invoice screen which will be the same function as a sales screen in a POS terminal. ollacart has a simple sales screen and also [url removed, login to view] but lacks gateway process:

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Add products or services to invoice (along with quantity of each)

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select an account/ contact (contracts already have a contact/account attached?)

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Add additional pricing (misc service which is custom to the order and does not belong as product or service, this normally is just an open text field with an associated “amount” field.

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Choose whether its one time or re-occurring charge (if re-occurring specify details, monthly amount, how many etc)

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Option to notify account/lead/contact via email (just a single checkbox)

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Apply discount (pulled from discount selection)

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Specify invoice status (proposal, client review, rejected, approved)

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Specify shipping carrier (USPS, UPS or FedEX)

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Specify transportation type based on above carrier (Ground, 2nd day air, Next day etc)

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Payment method (CC, Cash, Check or echeck(EFT))

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Add Product:

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Products already exists in the product module

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On the cash register view there should be a lookup field to add an existing product to the register. Also ability to select between adding a product or a contract/subcontract.

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Ability to add a non inventory item to sale and ability to create a product on the fly with a popup to the product module.

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Add Discount (ability to add discounts such as “10% off”, “20% off”, “5.00 off”, etc)

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Update Invoice - ability to update an invoice such as refund, add item, remove item,

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Print Invoice – a nice invoice overview which creates a printer friendly version of the invoice but is professional looking (similar to the average invoice we get today, ie: [url removed, login to view], [url removed, login to view] etc)

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PDF download – capability to have invoice converted to PDF as well as reports.

Other capabilities:

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should have basic reporting such sales by date, some way to report failed billing attempts, and contacts who purchased a particular product.

Wish list of items

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Add images to products.

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Future integration with virtuemart/joomla to transfer products from sugar to virtuemart and sales information from virtuemart into sugar. This has been done in a simple manner in the module addon in tinyERP.

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Products should have fields like weight, size, in stock/out-of stock, quantity, product cost (cost to me, this shouldn't be visible to client/customer in any way)

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Would like to set up contracts to use a document template and merge info into it.

Skills: Anything Goes, Javascript, MySQL, PHP, Script Install

See more: work today get paid today online, usps .com, usps com, ups customer service, the cash store, template of service contract, template for contracts of service, template for a contract for service, system one services, sugarcrm project module, small project proposal template, simple project proposal template, simple contract for service, services contract template simple, services contract template, services contract model, service report template, service processor, service contract template pdf, service contract document

About the Employer:
( 4 reviews ) Monterrey,

Project ID: #1924064