Zoho creator project for building spare-parts business ERP -- 2

We have Zoho one license and are using Zoho books and Zoho CRM.

Most other processes are being done on Google sheets/ Excel

We want to bring 95% of our processes on Zoho platform with zero effort duplication. Includes Automating entire quote-to-dispatch process + reporting including (but not limited to)

- pricing lists

- auto stock look-up for quote assistance (including leveraging equivalent word dictionary)

- quote comparison table

- material in/out daily reports (planned-for-future and executed that day)

- Issuance of PO

- Acceptance of PO/ Sales order generation

- Generation of packing list/ Delivery Challan

- material physical check inputs and outputs

- instruction cards for maintenance jobs

- capability of matching equipment by specifications and dictionary

-Sourcing team performance metrics (dollar value quoted/ time of response/ % of inqs quoted, etc)

- Technician work-day planning (work done sheets, work done last month, etc)

We are looking for a partner organization which has executed similar projects in the past. Step 1 will be requirement gathering/ business analysis. After detailed understanding, sharing blueprints for the solution and then executing it.

Expected timeline: 3 to 6 months.

Навыки: Бизнес-анализ, Zoho, Google Sheets, Zoho Creator, Business Intelligence

О клиенте:
( 0 отзыв(-а, -ов) ) India

ID проекта: #34819263

15 фрилансеров(-а) готовы выполнить эту работу в среднем за $2470


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