CRM/Order Management Application

Closed Posted Dec 14, 2004 Paid on delivery
Closed Paid on delivery

We are a small manufacturing company. We ship between 200 and 300 orders per week and maintain over 24,000 customers in our current database. We need to consolidate all the current programs into one seamless package. Our product line is over

6000 products. Each item is made to order (no stock)

Our current system includes:

Miva Merchant ecommerce - manula batch, download and print of orders

AOL for email management

Custom Access Database for Customer Management

Quickbooks2003 Pro for invoicing

dot matric label printing

dot matrix triplicate invoice printing

Manual credit card entry

What we need is as follows:

General

- Web based application for multiple (2-5) users to access data concurrently. We maintain a file server (Server2000) in our office that serves 8-12 pcs

Ecommerce:

- Automated import of customer orders from our current Miva shopping cart

- Ability to process credit cards thru softyware (both individual orders and batches)

- Ability to add phone and manual orders to system

Shipping:

-- Print address label for each order

-- Possible integration with USPS for Priority Mail shipping

Accounting:

- Print invoice for each order

- Inventory item lists with ability to track sales by item, category, etc.

- Ability to reconcile sales to credit card totals

Customer Management:

- Records of all customers including dates, tracking numbers, status, etc.

- Ability to batch email daily customers with shipping tracking and a message for shipped items.

Email Support

- Incoming and outgoing email system which should include a tracking number for routing emails to specific people.

- Ability to search for specific emails in system by email address - Storage of at least 3 months of incoming and outgoing emails

- Email alerts for items that have shipped that day

## Deliverables

1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done.

2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables):

a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment.

b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request.

3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement).

We will research all bidders. Please do not bid unless you intend to deliver the product we ask. Good communication skills are essential for us to choose the correct bidder.

MS server2000 file server

8-12 pcs win98 and winxp

We did some research, and [login to view URL] appears to be a good start. Add an integrated robush help desk and order processing system.

* * *This broadcast message was sent to all bidders on Wednesday Dec 29, 2004 2:40:17 PM:

After much research, we have decided to replace our current miva cart with a php cart, preferribly oscommerce or similar.

I have opened a new bid for the revised project and it can be found under the title "oscommerce php cart and backend order management solution"

I encourage those who have extensive experience in oscommerce to take a look and places bids for that project.

This project will be ended and all efforts will be towards the revised bid request.

Thanks for your time

All future bids should include normal hourly rate for further customization of the cart once it is complete.

## Platform

The best model to use is the current version of netsuite

Admin/CEO Login features:

sale reports/balance sheets

top 20 product sales

daily sales totals/daily cc totals

graphs for sales totals customizable by date, product, category and cc totals

customer list/new customer totals /return customer totals

payroll?

miva batch reporting.

shipping costs daily summary

expenses reporting/search transactions

Order processing Login Features:

up to 4 concurrent logins with these features

no graphs -- need clean layout

miva batch reporting

incoming emails/outgoing emails/helpdesk

daily custom orders / stocking orders

manaul order entry

credit card processing

printing orders/printing invoices

access to customer database

print shipping labels/ usps postage/confirmation numbers

email customer with shipping tracking

search transactions

do not need:

scheduling/leads/inventory reporting

Engineering Microsoft Access MySQL PHP Project Management Software Architecture Software Testing SQL

Project ID: #3479536

About the project

8 proposals Remote project Active Jan 2, 2005

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