Brief
The brief is ongoing and evolving. We are now on Version 3 of the application. The application was required initially to manage the process between a sale and the dispatch of manufactured parts with stage management and accountability. It has evolved now to be so much more.
Solution
- Bespoke System Coding
- PHP & MySQL Coding
- Managed Hosting
- Training on Usage
- Ongoing Support Package
Some of the Features
- Staff and Manager Login
- Varied Access Settings
- Easy Navigation and Site Search
- Clients
- Create new clients
- Manage their data
- See their orders
- See the individual products they have ordered
- See how much they have spent in the past 6/12 months
- Give them approved centre status
- Enquiries
- Create enquiry for the client
- Set ‘follow up’ dates
- Reports of the ‘follow up’ dates
- Log interactions and requirements
- Send to quote
- Quotations
- Create quotation
- Create quote lines from database of items and pricing
- Send to client
- Log interactions and requirements
- Convert to Order
- Orders
- Order from quotation
- Track order hours and progress
- Log interactions and requirements
- Log details like invoice numbers, tracking details etc
- Production Management
- Auto generate unique serial number for each ordered item
- Track progress of each item through the manufacturing process
- Track hours of employee’s working on each item
- Easy, traffic light system for admin staff when on the phone to the client
- Assignation to specific employee’s and calendar
- Generous Reporting Tools
- To Do list and Messaging
- Site Alerts
- Interactions – Logging Directly to;
- Clients
- Enquiries
- Quotations
- Orders
- Ordered Items
- And so many more features!