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Posts Tagged ‘quotation’

Job Flow Tracking System

July 15th, 2011 Comments off

I have a request for a programmer that can create a software for me in php with a mysql database.

The software will track a job from the time it is created and take that job through the following stages

1. ACTIVE (time the job is created)
2. QUOTATION
3. APPROVAL or Not Approved
4. DESIGNING
5. PROOFING
6. PRODUCTION
7. PAYMENT / Closure (time the job is completed)

The system will have two user interfaces
1. user (can add clients, can add jobs to system)
2. admin (can add clients, can add users, jobs, edit fields to system)

The system will have a dashboard that will show the number of jobs in each job flow stage (see 7 stages above).

The dashboard will show data across columns and organized by:
1. Today
2. Yesterday
3. This week
4. Last week
5. This month
6. Last month
7. Last three months
8. Last six months
9. This year
10. Last Year

The Seven Stages
1. ACTIVE (time the job is created)
(This is any job that is assigned to a client on the system. The condition for a job being active is that it is not closed and also that it is not yet paid)

2. QUOTATION
(This is the transition step for a job that is active. The active job can be transfered into the quotation phase. The quotation phase is a time for a quotation to be prepared and submitted for approvals.. the outcome of the quotation phase is an approved job or not approved job)

3. APPROVAL or Not Approved
This is the outcome of the quotation phase.

4. DESIGNING
The approved job can transition to the designing stage whereby graphic designers create some samples for proofing.

5. PROOFING
The proofing stage is the transitional step from designing it is when a customer accepts the design or asks for more graphic design work. The outcome of proofing is an approved design.

6. PRODUCTION
Approved designs go the production phase.
The outcome of the production phase is a job ready to be picked up and paid for.

7. PAYMENT (time the job is completed)
This is the outcome of production and the reason for the job.

What is a client record?
Very simple
A Client record is defined by the fields
1. Client Name (First name or Last name)
2. Client Company Name
3. Client Location

What is a job record?
A job record is comprised of a few things.
It is a place whereby a client is married to certain products and servives.
A list of services will be provided to winning bidder.
A job record will contain all seven stages for that job.

This system introduction should be enough details for the right programmer to bid.

Thank you..
May the best programmer win

Quotation System

June 26th, 2011 Comments off

I want to build a simple quotation system. There are member, admin and public roles. Member can post topic with decription and some details of the topic. Email will send to notify other member to quote it. The idea is to seek other members to value a project or a goods or anything.

Public can see the description and after result of the post topic.

Admin is to manage anything.

I would like to pay with paypal.

Online Insurance Quotation

March 20th, 2010 Comments off

The project is to create a Motor Insurance Website for the internet users to submit their particulars online and be able to compare among 20 or so Insurance Company. Example of where we are heading: http://www.gocompare.com/motoring/ http://www.quotezone.co.uk/

The website should have 3 major area; Users Area, Agent/Broker Area and Admin Area.

Users Area:
1) Users key-in their particulars and click submit.
2) An notification sms and/or email to be sent to the users upon submit
3) The information are to be forwarded to all the Insurance Company’s online web portal. The web portals are password restricted to the agents, like us.
4) Once the quotations are generated by the Insurance Company, the quotations should be forwarded into our system and the system should generate out a table to list down the price, excess, feature and details etc.
5) Users able to retrieve their insurance quotation from our website.
6) Users able to buy insurance online using credit cards.

Agent/Broker Area:

This area is similar to the users area, but there is a login requirement.

Admin Area:
Here the Admin will be able to have an overview about all requests, create, edit and change all data and administer all things considering the website.

The system should be able to generate reports regarding users, sales, quotes, or agents/broker payment or performance.

The system should store the users information in an database. The system should be able to send yearly reminder to the users and submit quotation proposal on behalf of the users automatically.

The system should be able to generate payment slip for the agents/broker monthly.

If the system can be link to some simple accounting software, it would be great.

Alongside the functions stated above the site needs some more features such as:
- Newsletters
- Blog, Facebook, live chat etc
- Some static sites such as jobs, contact us, About us etc
- SEO optimized link structure
-
More details will be given if you are selected for this project.

Web Site Quotation 2

November 21st, 2009 Comments off

Looking for a complete clone of a fine a painter free quotation website
Want the same general feel and site flow but some what different in look and feel
so not to infringe on copyright. with all features and functionality and free of all bugs.you will also need to up load it to the host and test.the name of the website will be local painter quotes
In attach are several web site pick the easiest and quote on it

no time waster you have to know what you are doing

Quotation System

November 12th, 2009 Comments off

I need a simple quotation system created for a small services company – the system needs to be able to create quotes, save, email and print quotes based on user input from a form.

There are 5 different types of basic services offered each with gold, silver and bronze offerings plus a number of addon options which can be included in any quote. The price for each basic service is set at a minimum level and then has the option to increase as there are more objects added onto it.

Admin should simply have to enter the customer personal details into a form, enter information required for the quotation (all of which should drop downs or tick boxes etc based on preset offerings and prices etc) and then at the end they click abutton which will save the quote in the database, email it to the customer email address (with a bcc to the owner) and also print a copy of it. Each quote and customer will be given a reference number based on the current schema used by the company – it is based on the date and the customer name and postcode.

The quotes themselves need to include all the information entered on the form.

A typical requirement would be someone asking for a regular ABC service with two additional objects plus one add on service – the system needs to be able to create quotes like this.

From then on admin should be able to list all quotes and for any given quote delete, edit, print or email the quote – editing a quote should create a new quote reference while leaving the old quote intact.

Please keep budgets realistic – we are looking to move quickly and to spend $xx, no HTML or design work needed, we can do that ourselves.

Categories: MySQL, PHP Tags: , , , , , ,

Web Site Quotation

November 1st, 2009 Comments off

Looking for a complete clone of a fine a painter free quotation website
Want the same general feel and site flow but some what different in look and feel
so not to infringe on copyright. with all features and functionality and free of all bugs.you will also need to up load it to the host and test.the name of the website will be local painter quotes
In attach are several web site pick the easiest and quote on it

no time waster you have to know what you are doing

Online Quotation System

September 28th, 2009 Comments off

Project Brief:

1) Client is currently using 3 ‘paper forms’ to:
i) create a quotation (when requested by client)
ii) create an invoice (to request for payment)
iii) create a receipt (when payment is received)

2) They would require an online(php-mysql) system that would enable them to do i), ii) and iii) and then printed using their office printer.

Deliverables:
1) A design document with static screenshots of the different modules of the Online System. (this document needs to be approved by client prior to actual development work)

2) A online(php-mysql) system that would include:
i) creation of quotation/s
ii) creation of invoice/s
iii) creation of receipt/s
iv) management of users
v) management of header & footer
vi) management of running number/s
vii) management of terms & conditions
viii) backup of data via CSV format
ix) adjust page margins

3) Resolve any bugs/script errors within 60 days of project completion.

Timeframe:
I) 7 days for Deliverable (1)
II) 2 days for fine-tuning of Deliverable (1)
III) 14 days for Deliverable (2)
IV) 7 days for fine-tuning of Deliverable (2)

Conditions:
1) You must not use this project as your portfolio in any form (be it, print, web, electronic or otherwise) within 5 years of completion of project.
2) Development work will be done on our server. After client approves work, the files will up transferred to actual client server.
3) Full php code is to be delivered without callbacks, encryption or hidden comments.

Quotation System

September 20th, 2009 Comments off

I require a simple computer program in Visual Basic, VBA or Jave that will allow me to manage customer quotations.

The system needs to allow me to input the needs of the customer, work out some basic costs, itemise the costs and store the quotation so that it can be recalled and amended if necessary.

I need the code to be fully commented and instructions on how to re-create the programme.

Shopping Cart With Quotation

July 8th, 2009 Comments off

hi im looking for someone who could develop a shopping cart with a quotation module for me as the example as follows: http://www.rollerblinds.co.nz/afawcs0139840/CATID=2/ID=16/SID=26872650/productdetails.html….
i want this shopping cart to be integrated with my existing website , which is not live at the moment cuz im having some work done on it ….. i would like this shopping cart if possible to be simple and easy to be customised….as the example shows only one type of product , i would have others but working on the same manner …. i have some knowledge in webdeveloping , but not sufficient to achieve this ….

thanks for your time

Zencart Quotation Plugin

June 30th, 2009 Comments off

This project is easy for someone with experience of ZenCart v1.3.7.1

I want a button on the “Step 1 of 3 – Delivery Information” (index.php?main_page=checkout_shipping) page of the checkout process which will display a quotation as a new webpage. At this stage of the checkout, the customer will be logged in so contact details, cart contents and shipping calculation will be available. This page should be formatted in such a way as I can easily add the company’s banner and should print out nicely on an A4 sheet.

The quotation should include the purchaser’s shipping details (they will be at the stage in the checkout process where they have logged in and so this data is availble), the items, quantity and shipping costs. I’ve attached an example layout template for this.

The site in question is multi-language. I’d like the feature coded for english but I will need to implement the other (installed/enabled) languages.

You will not have access to the existing live system so you should develop on your own test system and supply me with the new files. Any changes to existing Zencart system files should commented. In this case, I’d like the original lines of code remmed out, a marker comment “/* QUOTES CODE HERE */” added and the new code inserted.

Customer Management System

June 23rd, 2009 Comments off

Hi,

i would like to develop a customer management system for my client. Requirements as follows:

1) System must be able to track prospect. Authorised users will login to the portal and input necessary information of their prospect. System will allows them to input short notes such as when is the last follow-up etc. System will have a alert function to email users on the day of follow-up.

2) Prospect can require for quotation. System must be able to allow user to prepare quotation. A portion of data such as prospect address, company name and contact person details will be brought over from prospect details to quotation. User will select from a list of available item and prepares the quotation. Note: Available item is prepared by administrator of the system and users of the system will only able to select the item or give discount to item. For all quotation created, user will also be able to leave short notes and when to follow-up with customer etc. Customer can request for revision of quotation hence system must be able to produce a revised quotation and save accordingly.

3) After customer accepted quotation, system must allow user to convert quotation to invoice. Invoice is required in PDF documents and changes can be made (reflected in yellow). As our business requires use to bill customer yearly, system must be able to prompt and regenerate invoice for our convenience. After invoice print, record row will be reflected in blue. For existing customer record, system must allow user to input invoice manually

4) There are 2 types of user namely administrator and user. Administrator can allocate module rights to users accordingly.

5) System required to be in web-based and developed in ASP.NET 3.0 with MS SQL Server 2000. I will need all source code and meaningful documentation in the codes.

To bid of this project, kindly attach the following:

1) Usecase of my above scenario
2) Show my sample of work done related to customer management system
3) Show me sample of your pass programming codes (A small part will do for assessment purpose)

Note: PLEASE DO NOT ATTACHED A LIST OF COPY & PASTE PROFILE AS THIS CANT CONVINCE ME TO GIVE YOU THE PROJECT.

Thanks for reading and hope to receive your reply soon.

Bear