Archive: A simple SQL bid/vendor mgr & CRM

Budget By arrangement
Posted: 5 years ago
Closed
Description
See attached file for a power point description. Hopefully this will be clear enough with what I'm trying to create. Please let me know if you have any questions.


Here the list in list format. Please review ppt for more clarity.
CRM
Create Users (add,delete, modify)
Contact Manager - Name,Company name, email,phone, cost codes, customs, etc
Create/Add User Cost Code fields that feeds email list and bid templates
Portal Login details, recover password, etc.
Assign Vendors to cost codes and trade categories (electric, plumbing, etc.) by fields so they can be selected for the project
User Hierarchy:
The Admin assigns a portal to a Purchasing Director, so the Director can then give access to their portal
Admin (AD) - Ability to see all all project created by all purchasing directors, managers, etc,. Grants access to all rights - Fix problems, query, etc.
Admin (AD) - The Admin assigns the Portals to the Project Director, who will then manage the rights of the users under them.
Each portal will be controlled by their own hierarchy, starting the Purchasing Director.
Purchasing Director (PD): Ability to create projects, contacts, bids - grants rights to Purchasing Managers and Coordinators under their portal page
Purchasing Manager (PM): Work on single project; add bids, delete bid, modify bids, grant access to Vendors,comment
Purchasing Agent? Not yet .. CRM, input bid data
Purchasing Coordinator (PC): Can only see their portal and add uses to the CRM
Vendor (VND): View and modify bids, comment on bids that they have been invited.
Ultimately, the ability to create user with specific permissions that wrap around these items: Viewing, Editing, Creating in each Portal.
Admin Portal
Assign Purchasing Managers/Directors to their own portal
All access for everything - repairs, corrections, fixes, etc..
Purchasing Portal
View all available Projects (Project 1,2,3, etc..) (Project name, start/stop. emails sent, etc..)
Setup vendors in CRM to give permission on which items they can bid on based on their assigned cost codes.
Project Setup
Create Project Name, Bid Date Start/End
Add Docs for viewing (Notes, pdf, xls, ect.
Upload and download excel sheet with bid data to be completed or create online in portal
Setup document view control for columns in excel; determine the view that the vendor can and cannot see.
Vendor Portal
View all available Projects (Project 1,2,3, etc..) to bid
Allow them to send question to Purchasing Team about the Project (or upload xls or pdf)
Comment
Bidding
Notify / require Vendor/PM to fill in certain fields/bids
Allow them to mark bid items to question/come back to
Allow them to send question to PM about the bid line item
Allow Vendor/PM to upload documents - xls or pdf (for viewing only)
Email Templates
Create Custom templates
Feed into Mail chimp or something like that?
Examples:
Bid Revision email - something has changed, please rebid.
Send emails informing vendor that a project is available to bid on. tickler emails, etc..
Notify when bid submitted on portal and by email (templates)
SQL
Simple interface to create reports
Eventually, grab excel /table data and run scenarios
Working conditions:
Fixed Price
Not Sure
Skills:
sql,data management,email,purchasing management,crm,microsoft excel,bid management,user interface design (ui)
Category

Similar freelance jobs

safe 
...
6 months ago
safe$7
Hi Robert P. , I noticed your profile and would like to offer you my project. We can discuss any details over chat....
safe 
"Hello, I need to create a website based on a . psd design file. Please also specify the timeframe within which you can complete this. Technical requirements: Layout (not pixel-perfect, but close to it) Responsiveness (the website should properly adapt to different screen sizes and devices) Clean code......
safe 
Project Title: Delphi Code Feature Creation Using delphi: Check to see if this already exsits, if not: create a shedulled task to start my program on PC startup with highest permissions, with no password or prompt. program is called for example: C:\Program Files (x86)\Myfolder\myprogram. exe If it already......
safe 
I want to create a program for customers and sellers to be able to use, to create a template for there artwork and be able to size them to there specific needs. And be able to download them as pdf or png files. This program will benefit the clothing industry with the industry i am in....
safe 
Hi, I am not quite sure if what I am asking is possible but within my University degree there is a calculator program which only works on the HP Prime prime calculator, I own a Casio fx-CG50 AU. I was hoping to have this program converted into a format which is compatible with my Casio calculator, all......
1 year ago
safe 
I am looking for a skilled C++ developer to help with a real-time object detection system for my project....
1 year ago
safe 
Project Title: Correct Rcpp armadillo code Overview: I am seeking a skilled developer to fix a compilation error in my Rcpp armadillo code. The code is currently throwing a compilation error, and I need it to be resolved promptly. Requirements: - Proficient in Rcpp and armadillo library - Strong understanding......
1 year ago
safe 
Project Description: - I am looking for a freelancer who can combine all the columns of 2 rows with similar values in Telerik Reporting. - The combined data needs to be displayed in a table view. - Ideal skills and experience for this job include: - Proficiency in Telerik Reporting. - Strong understanding......
1 year ago
safe$250
Bonjour Dmytro M. , j'ai remarqué votre profil et je souhaite vous proposer mon projet. Nous pouvons discuter des détails via le chat....
safe 
Hello, I am looking to develop a unity soccer game with moves like score hero 1. Map with 1-3 stars achievments 2. engine to make the goals like i want 3. smooth game play 4. IAP , shop , buy lives 5. lives to play 6. finger smoothness touch 7. the level will be added automticlly to the map 8. rewind......
1 year ago
safe 
Project Title: Bootloader For Renesas RL78 mcu Description: I am looking for a skilled developer to create a bootloader for the Renesas RL78 mcu. The ideal candidate should have experience with Renesas RL78 mcu and be familiar with the development environment. bootloader code is ready need help for run......
safe 
I am using EMA´s (50/75/100/200),two Stoch (5/5/5 and 5/3/3), RDX Indicator and the Indicator "The Arty". For Short Positions the Prive has to be under the 200 EMA (the 100EMA under 200, 75 under 100, 50 under 75, NOT crossing) and for Long Positions over the 200 EMA ( 100 over 200, 75 over 100, 50 over......
1 year ago
safe 
My project involves using an Emotional Stroop Task to measure and assess attentional bias towards emotional stimuli. To do this, I will be using the Drift Diffusion Model which is an analytical model to study the human decision making process. My study will need to include 90 participants in order to......
safe 
I am looking for a WPF Developer for a long term project....
1 year ago
safe 
I'd like to extract tables from pdf invoices files. At this stage i really only want the products that are in the tables on the invoices. The only information i would like from the invoices is supplier date (received) location received. Within thetables i require stock code, product item, the unit measurement......
1 year ago
safe 
Im creating a config using 'openbullet 1. 4', everything added successfully, due i have 3 years of using openbullet, but this request i never faced it before!...
1 year ago
safe 
This position is responsible for verifying data quality reports and queries, correcting errors and also tracking them....
1 year ago
safe 
We are currently looking for developer to contact us on developing integration/plugin for below listed platform. Please drop me message on which plugin you're able to develop. Please send similar plugin portfolio of your previous work. The plugin need to ready for uploading to marketplace . ActiveCampaign.......
3 year ago
View all