Completed

Erp System Development

Published on the January 01, 2023 in IT & Programming

About this project

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I need an comprehensive ERP system with the following modules:
User Admin Management
a)    User account management (create account, grouping, edit access rights)
b)    Assign system modules by account grouping
Shop Management
c)    Area / Location Management
d)    Shop / Branch Management
Purchase Order Management
a)    Vendor management
b)    Purchase Order management
c)    Reports
Sales Platform
a)    Quotation & Invoice Management (approval, export to pdf, send to client)
b)    Contract Management with template maintenance
c)    Reports

Client Platform
a)    Client Management
a)    Client Service Case & Follow up
Questionnaire Platform
a)    Questionnaire Design
b)    Export to Client / Member by email function
c)    Report & statistics
Product Platform
a)    Product with Brand, Group
b)    Product Management (Master details, staff commission by product/ by category, output product listing, search)
c)    Supplier Pricing Management (Price Comparison)
d)    Product Review (comments link to products)

Service Platform
a)    Service category & items
b)    Tools / Machine Requirement (link to service)
c)    Service Costing, Profit Calculation
d)    Service Commission Maintenance
e)    Service Review
f)    Service Package (grouping of different service items)
g)    Service Booking by members

Member Function
a)    Member Details
b)    Inbox Function, Mailing (email template)
c)    Member order record
d)    Member booking record
e)    Integrated Member Record (order, booking, etc)
f)    Customer Service (communications, chatbot record, questionnaire record, redemption record)

Redemption Platform
a)    Integration with Product/Service module for members’ purchases
b)    Gift Category & item 
c)    Member redemption management
d)    Gift redemption Report (output to excel, select by date range)

Human Resources Platform
a)    Department Maintenance
b)    Position Maintenance
c)    Roster / Shift Maintenance
d)    Salary Maintenance (calculation, pension management, salary receipt, approval to issue)
e)    Letter (create template/create letter/email to staff) (eg. Commendatory letter/warning letter/promotion letter/reference letter)
f)    Penalties Management
g)    Staff records management
h)    Staff attendance (import by excel), adjustment
i)    Staff evaluation & performance report
j)    Public holiday calendar
k)    Application form for applicants (QR code for the link)

Meeting Platform
a)    Meeting
b)    Send invitation / reminder to staff by email function for meeting schedule
c)    Meeting schedule overview
d)    Meeting minutes (create, upload)

Document Platform
a)    Document type
b)    Document (create / search / output to pdf / email)
c)    Document template 
d)    Document payment

Job Platform 
a)    Job category
b)    Job details
c)    Staff assignment
d)    Job Quotation
l)    Job Progress
e)    Staff manhours cost input, job profit calculation & profit report
f)    Report (Job Quotation, Job Progress Report, Profit report, Job Summary)
Accounting Platform 
a)    Bank
b)    Bank Transaction
c)    Profit Report calculation (export to excel)
a.    Invoice of quotations vs Product Cost
b.    Invoice of Service / Job vs Service / Job Cost
d)    Reports (Accounts receivable/ accounts payable, yearly profit report)
Analysis Platform
a)    Client / Member Grow Chart
b)    Annual Sales Value Chart
c)    Annual Profit Chart

Data Security Requirement
a)    All data will be encrypted
b)    Daily backup function
Other Requirements
a)    Multi-languages supported (English, Traditional Chinese)
b)    Web-based applications
c)    Responsive design

Category IT & Programming
Subcategory Web development
What is the scope of the project? Create a new custom site
Is this a project or a position? Project
I currently have I have specifications
Required availability As needed
Roles needed Design a landing page, Developer

Delivery term: February 28, 2023

Skills needed