Web based application
Budget
341$
per month
Posted: 4 year ago
Opened
- Description
- At the moment we use a number of Excel sheets to monitor our operations and processes, and we would like to create a web-based application to house all of these. The aim is to help us stop having to repeat a number of tasks, which would save us time and increase productivity.
Some of the features/functions we would like:
Transport:
Create New Consignment - This is merely just adding a new job transport job (collection/delivery)
Create New Driver - Somewhere where we can add/save driver details, so we can assign the consignment to a driver.
We should be able to record our miles and fuel - this will be needed to calculate costs/profit.
Operations:
Create New Manifest - So we can download/print a list of the jobs assigned to each driver for that particular day/shift.
Customer Services
Address Book - Somewhere where we can store address/contact details for customers and suppliers - to be used for sales and supplier invoices, as well for booking in a consignment for the purpose of collection and delivery addresses.
Quotations - Somewhere where we can save the quotes sent out to customers, and quotes received from suppliers.
Accounts:
Customer Consignment Price - At the moment on our Excel sheet, we add customer price (breakdown of the price for the job, extras (like waiting, two-man, waste disposal etc), VAT, subtotal, total).
Customer Sales Invoice - able to group together all jobs carried out for a particular customer - and then able to download as a report (PDF or Excel). We use Kashflow accounting, so we would like the information to be exported into an Excel/csv format, so we can upload it onto the accounting software.
Supplier Consignment Cost - At the moment on our Excel sheet, we add supplier cost (broken down as, the quoted cost, waiting, extras (like waiting, two-man, waste disposal etc), VAT, subtotal, total).
Source Commission - If have introducers who bring in business, and they are paid profit% on that particular consignment. This would be added to the total cost of the consignment.
Remittance - Should be able to download this, so it can be sent to the supplier, informing them of the payment that will be made. This should include a summary of the jobs they have completed during the selected period (weekly, monthly).
Some report functions we would like - please note we would like certain search filters (types of filters have been explained below) setup, and be able to download in PDF/Excel formats:
Report: Customer Sales - All sales for a particular customer within a selected period.
Report: Customer Statement - All payments made to the customer within the selected period.
Report: Total Sales - All sales within a selected period.
Report: Commission - On each job we add a commission if the work has come from a source. We would like to download/print a report on how much commission is being paid to particular introducer (is considered as a supplier) within a selected period.
Report: Statement of Invoices - All invoices within a selected period (all customers).
Report: Supplier Invoice - All jobs completed within the selected period.
Report: Supplier Statement - All payments made to the supplier within the selected period.
Report: VAT - For VAT paid out and VAT received within the selected period.
Some filters that can be applied (where needed):
Search by - Date Type: Invoice Date, Due Date.
Search by - Period: This month, Last month, This week, Next week, Select date range
Search by - Unapproved invoices, Approved, Approved and awaiting payment, Paid invoices
We should be able to use this from any device, and not just from one computer within the office. Should compliment our company colour scheme.
I've put down as much information as I can to explain what we are currently doing, and what we need. We will require some flexibility.
Unlimited revisions until we are satisfied with the completed version.
Please only send your final quote, please don't send a placeholder bid to discuss. If you do this and your proposal is accepted then you will have to complete the project for the price you sent.
Skills:
customer service,accounting software,booking,kashflow,sales orders and invoices
- Category
Source: peopleperhour.com
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