Administration Job Report

Company Details: XYZ Information Systems Our Business We are Low Current system integration company, started business in 2005 with a team of two people, who had the will and motivation to provide an outstanding service in Abu Dhabi's demanding market. System Requirements: We are requiring a system for our internal use to be able track all the inquiries once received until it reach the customer with the final prices (Proposal). Definitions: • Initial Item Description: • Brand Item Description: • Quotation • Proposal System Users: 1) Administration Officer: Responsible of Registering the Inquiry, prepare for the sales manager to approve it or not, and then collect all the required information to be forwarded to Presales department. 2) Sales Manager: accept or reject a project, finalize prices, quotations and proposal. 3) Presales (Could be more than one user): how is responsible about assigning the quantities, part numbers, initial item description and Brand Item Description.   System Viewers: 1) General Manager: only to view reports and follow up with the sales manager. 2) Purchasing Department: Only to View reports to order materials on later stages.   System Description: 1) Inquiry Registration: as mentioned in the Mockup Page 1, this form will be filled by system administration officer every time we receive an inquiry. Once the application is filled and saved a notification email will be sent to the sales manager. 2) Accept/ Reject Inquiry: as mentioned in the Mockup Page 2, The sales manager then log into the system and go to Accept/ Reject Inquiry. so he would accept or reject this job upon the data that was provided by the administration officer and filled up in the previous form. • In case of rejection: a notification email (Can Be Edited) will be sent automatically to the Project Owner as Mockup Page 3. Also the project now will be listed in the rejected projects as Mockup Page 4 • In Case of Approval an Automatic Thank you email will be sent to project owner (Can Be Edited), Also a Notification to the Administration Officer will be sent to inform her of this step. 3) Documents Verifications: The Administration Officer log into the system, upload any missing documents or enter any missing data, Choose a Presales from the presales menu and then click notify presales. As Mockup Page 5 4) Launch The Project: all the Projects that were sent by the Administration Officer now will be showing in this page, The Presales can now pick a one of the systems of the project from his list and Launch it to start pricing it. As Mockup page 6. 5) Quotation: Pre sales will now prepare a quotation (Estimate) as per Mockup page 7 Please note that each system can be quoted in different brands (Vendor, Page1 Mockup)