I want customization
Note: Order Date will be changed automatically after placing on 4 PM
1. Customer can place the order from their dashboard, the Order form can be customized as per the admin required, (order form customization option should be available on admin settings)
Example: radio button, check box, text area, drop-down & file upload system, etc.
Admin can also manually create a purchase order from the admin panel. Order can be easily bulk import & export, print as well as modify. Also, a search option available on the order list
When the customer places the order, the order status should be pending by default & when the admin sends the order to the vendor by clicking on send an email. The order status should be automatically changed to "Order Processed"
All the orders coming from the customer panel should be separated marked, Admin easily know that this order comes from the customer panel
Orders can also be filtered by date, customers, status product & much more.
Order management permission by staff
Columns visibility will be available on top of the column, which column field is too visible or hide. Same in export options
Sending Order by Email Option Contain: Email Open Tracing, CC Email, Email Content Editing. All the below features are available in Perfex CRM while sending the invoice to the customer. We require at order placing
2. After customer placing the order, Admin will receive the email, SMS as well WhatsApp notification of order. Customers will also receive the same order notification with all the order details as the admin receives also WhatsApp notification.
Customers can see the order list on their dashboard, Also they can edit, cancel or modify the order from their dashboard. Customers can only modify or cancel orders only till a specific time. This option can be adjusted by admin (Settings)
Example: Editing, Cancel & Modify TILL 3 PM (IST) Only, Editing button automatically Disable after a specific time
Also, there should be an option to disable the order placing system by the customer, at a specific time. (Admin can disable from settings) -
Order Alert time: 4 PM to 7 AM (Order will be processed tomorrow) Except Saturday the alert will be changed to day after tomorrow
3. Admin receives the order from a customer, Admin will send the same order to the vendor by email. There should be an option to send the order by email. As email function is already developed by the Perfex team to send the Invoice by email.
4. Vendor receives the order & sends the product to the admin, After that admin will generate a delivery challan/receipt from the order & send it to the customer by email like sending Invoices.
Till the month-end, the admin will only send the delivery challan/receipt to the customer. After converting the orders into delivery challan/receipt the order status automatically change to "convert to delivery challan/receipt" as in the invoice condition also.
Customer order number in the challan & invoices
After the month-end, the admin will create an invoice by generated delivery challan/receipt. Challan will be automatically converted into invoices in month-end
All the delivery challan/receipt will be visible on the customer panel, All the export & print options are the same as the invoice option.
Challan generate to invoices is based on challan status,
Example: Challan status with pending status will be converted into an invoice
Example: 10 challan to 1 tax Invoice or more
After sending the Invoices to the customers, Admin will record the payment as per the Invoices & print the outstanding pending payment list. For payment follow-ups. Admin can also add the opening balance of the customers, From previous software. Staff can also view their customer outstanding balance in the panel
All the orders, delivery challan/receipt reports should be available on the reports panel.
hello, i have summarize your requirements of CRM Software Ordering Module, we have done similar projects before, so we can do your task with the very good budget and also will you qualitative task, come over chat for the portfolios and also for the discussion..
Thank you
Hi,
We have read that you are looking for CRM Application We are a team of well-experienced freelancers that values quality over anything else.
Here are the skills we have for your reference:
• Web design and development (CI,YII,Laravel,React js, React Native,Etc)
• WordPress Plugin development
• Web application development
• Android and IOS application development
• All kinds of graphics design – Logo, Package, Brochure, Book covers, Labels Why you should consider us:
• 8+ years of IT industry experience
• Experienced team of developers, designers and testers
• Unlimited revisions until you are satisfied
Hello
I have read the description and i would like an opportunity to work with you, I have been working in this field for over 6 years now, PHP laravel being my expertise. I have developed several CRM softwares in the past for my clients.
I have worked as a Full stack developer and as a Sever Administrator in both Websites and Mobile applications (Andriod & IOS)
We can discuss everything in more detail once you ping me.
Hi, I am interested in this project. I can provide you with the Customised Order processing CRM Software needed for your project in a creative and professional manner. We have previously worked on various Personal blog projects, Mobile Apps & Corporate websites and we can cater to all your requirements in an effecient manner. We can complete the project in 15-25 days and we have long-term experience of various cloud computing platforms (Microsoft Azure, Google Cloud Platform, Amazon Web Services, etc.) and IDEs (Microsoft Visual Studio, Android Studio, Xcode). You can trust us with your project as we have previously worked on various CRM projects and we can design and develop your software with the desired features in an elegant manner. Please share your details and connect with us so that we can collaborate and complete this project.
Hi,
Hope you doing well!!
I go through job description in given below. I am interested in your project and can be great fit for this project. I would like to discuss more about your Project.
I will serve you with all my hard work, skills and experience to make the project successful.
I am available to discuss this project when you are ready.
I look forward to hearing from you soon!
Thanks & Regard,