Sales CRM and ERP with Website Hosting and Andrioid App/IOS App - 20/05/2018 02:44 EDT

Project Work scope Overview:

Sales CRM and ERP system for Burdwan Internet & Technology Pvt Ltd (A Company doing business in Distribution of Mobile Phones & Accessories) .

We need to create a scalable solution with options to add more features and modules at a later stage.

However due to shortage of time and urgency of deployment, we will need to take a bottoms up approach where we would need to create a basic application with limited functions.

Following would be the modules and feature list:

User Management (Role Based Access Control)

View List

• Create User Group

• Enter Group Name

• Create group hierarchy

Create User (Add/Edit/Delete)

• Select User Type

• Enter Code (retailer/distributor etc)

• Name

• Username (email)

• Address

• Phone

• Assign to User Group

Access Control (read/write)

• Select Group/sub group

• Assign module/sub-module permission

• Change logs

Search User

The first default first time user would be the Super Admin. The super admin would be able to create user

groups and delegate module access rights to the said groups. Whenever a new user is created and

assigned to a particular group, he would automatically be delegated the group rights. When new user is created, he/she would be emailed automatically the user name and a system generated password. The users would also be able to login and change their password if necessary.

Sales CRM and ERP Proposal

Distributor/Stockist/ Management

• Create distributor profile

• Create sub distributor/dealer

• Manage Hierarchy

Stock & Inventory Management

• Product Master

• Enter Product Types

• Enter Type Name

• Enter Series Name

• Enter Product Codes

• Product Management

• View List

• Select Product Code

• Select Product Type

• Enter Product Name

• Enter Model Name

• Enter Model Number

• Enter Serial Number

• Enter Batch Number

• Enter IMEI Code

• Enter Product Matrix

• Enter Product SKU

• Barcode scanner

• Files & Attachments

• Export to CSV

• Import from CSV

• Search

• Stock Management

• Warehouse Management

• Stock Transfer (distributor-wise)

• Goods Receipt

• Goods Issues

• Re-order Point

• Re-order Qty

• Stock in Hand

• Old Stock

• Set Low-stock warning level

• Stock Report

• Inventory Tracking

• Barcode tracking

• Serial Number tracking

• Batch no. tracking

• Product Returns

• View General List

• Manage Defect List

• Manage DOA List

• Manage Obsolete List

• Manage Unsold List

• Enter a New Return

• Export to CSV

• Import from CSV

• Change Log

• Price Management

• Manage Base Price

• Manage Tier Pricing (1,2 and 3) - percentage of the base price

Sales Management

• Manage Sales Channels

• Create Channel Type

• Sales Team Management

• Territory Management with google maps

• Location Tracking through the mobile app (gps)

• Create Sales Teams

• Create Team Targets

• View list of targets

• Approve targets

• Reject Targets

• View Teamwise Reports

• Change Log

• Export to CSV

Logistics Management

• Forward Logistics

• Reverse Logistics


• Reset Password

• View change logs

• SMS Settings

NOTE: Testing and bug fixes are an ongoing process associated with each module. However, load

testing and automated testing runs should be done once all modules are complete. After this a final

testing will be conducted before going live.

To be done through Mobile app (for retailers)

Sales Log

• Create a new Sale

• Barcode & QR code Scanner

• Enter Customer Details

• Approve/cancel a sale

Technology Stack (Web App):

Programming Platform: Java based 3 tier application

Middleware: JBoss

IDE: Eclipse/Netbeans

Database: MySQL

Client Side: Bootstrap CSS framework with Jquery

Deployment Tool: Ant

Technology Stack (Mobile App): Programming Platform: Java (Android/IOS)

Database: MySQL

Web Service: Java

Maintenance Policy:

1. Freelancer will fix any bugs arising from our side free of cost at any given point. However, Freelancer will not assume any responsibility for any code errors due to any third party intervention at any point valid for first 365 days.

Квалификация: Android, CRM, Mobile App Development, PHP, Архитектура ПО

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О работодателе:
( 7 отзыв(-а, -ов) ) Burdwan, India

ID проекта: #17004451

15 фрилансеров(-а) в среднем готовы выполнить эту работу за ₹1042/час


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