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)
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