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Application Developement for Customer Database keeping and Customer Machine Maintenance Record

  • Posted at : 1 month ago
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Desktop Application and Integrated Mobile App for Customer / Stock / Inventory / Staff Management as per details mentioned below:
Key Features:

A software to manage Customer Details / Product Sales and
Purchase/ Inventory Management / Complaint Management

This will have four aspects

One for Employees (On Mobile Application)

One for Accounts (On Desktop)

One for Admin (On Mobile / On Desktop)

One for Work Controller (On Desktop)

Customer Details
(To be Entered / Updated / Edited by Accounts / Admin Only Rest Employee Can
update Contact Name 4 and onwards as available during any visit)


Customer Name

Customer Address (with near by Landmark) and Pincode

 

Contact Name1  
Contact Role (Main Owner/Payment Reltd / Operator)


Email :        

Anyother Contact No. :

Contact Name2  
Contact Role (Main Owner/Payment Reltd / Operator)


Email :        

Anyother Contact :

Contact Name3  
Contact Role (Main Owner/Payment Reltd / Operator)


Email :      

 Anyother Contact :

Contact Name4  
Contact Role (Main Owner/Payment Reltd / Operator)


Contact Name5  
Contact Role (Main Owner/Payment Reltd / Operator)


Contact Name6  
Contact Role (Main Owner/Payment Reltd / Operator)


 

Stock Item Details

Item  Code :

Item Name:

Category : Copier / Copier Consumable /Copier
Spare/CCTV/LFD/POS and Option to add Cateogry

Type : Old / New

UOM:

Sale Price :

Applicable GST : %

Total Price :

Warranty: From  To

PM Visit Cycle:

(Incase of Particular Machine Automatic Mapping of
Consumable)

AMC Type: F.S.M.A. / S.S.M.A. / L.S.A.

Billing Cycle : Yearly (In Advance) / Yearly (In Running)
/ Half Yearly(In Running) / Quarterly (In Running) / Monthly(In Running) 


(Avlbl to Admin / Accounts Only)

Purchase Price(Avlbl to Admin / Accounts Only) :

Applicable GST:

Total Price(Purchase):

 

Work Controller Role:

To Log Complaint Into the software

Customer Name :

Complaint Received from Mobile No.:

Device for Which Complaint Is there: Photocopier /
Projector / CCTV / LFD/ Solar

Complaint Type : Keep on Auto Adding

Complaint Forward to Technician mobile

Material Required Challan Generation

After Completion of Call updating by Technician

Additional Challan (Incase Further Material Needed)

Challan Reverse (Incase of Material Return)

SCN(Service Call Note Recd.) Yes / No

Challan Signed Copy Received Back Yes/ No

Customer Feedback Updation

If found satisfactory Call Closure

 

Automatic Popup of PM / Warranty Over / AMC Renewal
(Sunday Pop Up On Monday)


Incase of popup of PM

Call Customer for any problems or requirement (If Yes)

Call issue to Engineer

Issue Material (Consumable) to Engineer

Material Required Challan Generation

After Completion of Call updating by Technician

Additional Challan (Incase Further Material Needed)

Challan Reverse (Incase of Material Return)

SCN(Service Call Note Recd.) Yes / No

Challan Signed Copy Received Back Yes/ No

Customer Feedback Updation

If found satisfactory Call Closure

 

Incase of popup of Warranty Over (Pop Up 1 Month
Before and Reminder after 7 Days)


Customer Name: and
other details


Call Customer for informing about expiry of Warranty Yes
/No

Fix Up Appointment for Discussion : Date / Person
Allotted /Time and Person to Meet

If AMC Entered Detail Entry

Period : From Date To Date


Rate:

UOM:

Billing Date:

Billing Cycle:

Billing Type: Advance / Running

Incase of Copier

O.M.R.(Opening Meter Reading)

Min.Copy Volume:     
Per Billing Cycle


 

Incase of AMC 
Renewal (Pop Up 2 Month Before and Reminder after 7 Days)


Customer Name: and
other details


Call Customer for informing about expiry of Warranty Yes
/No

Fix Up Appointment for Discussion : Date / Person
Allotted /Time and Person to Meet

If AMC Renewed

 Period : From Date
To Date


Rate:

UOM:

Billing Date:

Billing Cycle:

Billing Type: Advance / Running

Incase of Copier

O.M.R.(Opening Meter Reading)

Min.Copy Volume:     
Per Billing Cycle


 

 

Incase of No
Complaint / Call from Customer (Pop Up if No Call / Complaint from Customer
after 3 Months)


Customer Name: and
other details


Call Customer for General enquiry about equipment
performance Yes /No

If all well close if not follow PM call procedure

 

Incase of Copier 
Consumable Over Period Pop Up either by Readings updated from SCN or by
Calculating Avgt. Monthly Copy Volume


TO PREPARE AND SEND QUOTATION TO PROSPECTIVE CLIENT:

Popup from Sales Person Report

If needed Quotation to be prepared

Quotation to be prepared and tagged with a client

To follow up Sales Person for next call and call status

Follow up Client for Case Closure

                                                                                                                                        

For Service Staff Mobile : For Complaint
Management  / Attendance / Live Tracking


For Complaint
Management :


Complaint Pop Up :

Challan Material Received: Yes / No

Date and Time of Reaching Customer :

Date and Time of Closure of Complaint:

Challan Material Used : Per material photo click on usage

Material Given to Customer as Reserve: Yes / No

Reserve Material Handed to: Name Mobile No.

Material if Not Used Returned to Office:

Material Accepted By Office:

Call Closed By Admin:

 

For Attendance
Management:


Check in / Check out Button Option

Picture Click and Self Location Capture at both Check in
and Check Out

Leave Apply option with Calendar from  to

 

Location Tracking:

Live location is available to Work Controller / Admin at
all the times any stoppage more than 15 Min. to be logged

 

 

For Sales Staff Mobile : For Sales Call
Management  / Attendance / Live Tracking


For Sales Call
Management :


1st
Visit


Area Pop Up / Client Pop Up: Area  / Client pop up can be there if planned
previously or if given by admin / work controller


Visiting Customer Name:

Type of Call : Hot/ Warm /Cold

Product of Interest: Add or Selected from Drop Down

Date and Time of Visit:

Marking of location of GPS:

Next Date and Time of Visit :

Contact Person Name:

Contact Person Mobile No.:

Contact Person Email:

Pop Up if Call has been scheduled / planned

 

2nd Visit

Call Status : Hot/ Warm/Cold

 Next Date of Visit
:


If Closed

Bill No.:                     Date:        Item Choosen :                           Date of Payment:


 

 

For Attendance
Management:


Check in / Check out Button Option

Picture Click and Self Location Capture at both Check in
and Check Out

Leave Apply option with Calendar from  to

 

Location Tracking:

Live location is available to Work Controller / Admin at
all the times any stoppage more than 15 Min. to be logged

 

ACCOUNTS  :

 

Purchase Entry

Sales Invoice Creation

Invoice Received Copy Updation stating Name of Person
Received the Invoice and his mobile no. and date on which customer will be
doing the payment

Auto popup of Date of Payment

Auto popup of Date of Invoices for Agreement

Expenses and Receipt voucher entry can be done

 

 

 

Login by Name and Admin password

Attendance Management 


Complaint Po

 

Add / Remove Technicians / Sales Person Mobile application
and others as and when needed:

Create multiple Technicians / Sales Person

Attendance of these sales / service person at the same time

Manage all of them at the same time.

Customize invoice layout, invoice scheme for each location

 

User & Role Management:

Powerful user and role management system

Predefined roles – Admin & Cashier

Create different Roles with permission as per your need.

Create unlimited users with different roles.

 

Contacts (Customer & Suppliers):

Mark contact as customer or supplier or both(customer &
Supplier)

Contact fields needed for Address/Mobile No./ Email

View details of transactions with a contact.

View total of Credit/Debit balance amount

Define pay term and get payment alerts week before the due
date.

 

Products:

Manage Single & Variable products.

Classify products according to Brands, Category,
Sub-Category.

Add products having different units

Add SKU number or auto-generate SKU number with prefixes.

Get stock alerts on low stock.

Save time by auto calculating selling price, the system
is smart to auto calculate selling price based on purchase price and profit
margin.

No need to type variations every time, create variation
template and use it everytime you need to create variable products.

 

Purchases:

Easily add purchases.

Add purchase for different locations.

Manage Paid/Due purchases.

Get Notified of Due purchases week before the pay date.

Add discounts & Taxes

 

Sell:

Simplified interface for selling products

Default Walk-In-Customer automatically added to a
business

Add new customer from POS screen.

Ajax based selling screen – save reloading time

Mark an invoice for draft or final

Different options for payments

Customize invoice layout and invoice scheme.

 

Manage Expenses:

Easily add business expenses

Categorise expenses

Analyse expenses based on category  with expenses report.

 

Reports:

Purchase & Sale report

Tax Report

Contact Reports

Stock Reports

Expense Report

View Trending Products, drill down by Brands, Category,
Sub-category, Units and date ranges

Expense Reports

Per Machine Usage of Spare and Services and Billing.

 

Cash Register Report

Sales Representative report

 

Other useful feature:

Set currency, timezone, financial year, the profit margin
for a business.

Translation ready.

Predefined barcode sticker settings.

Create your barcode sticker setting

Manage Brands, Tax Rate & Tax groups, Units, Category
& Sub-Category

Detailed documentation

Stock Adjustment

Express Checkout

Works Offline