CRM WORK FOR SOFTSOLUTION2000
Budget: €12 – €18 EUR
1. General Overview of the Project
Main Goal:
Develop a fully customized CRM in French that will be accessible only by administrators (internal use). This CRM will manage:
Suppliers (with complete profiles, contact details, certifications, etc.).
Products (including costs, product details, images, certifications, etc.).
Claims (customer claims and supplier claims).
Various contacts (graphic designers, IT specialists, etc.).
The CRM must have a modern, elegant, and minimalist design and feature two-factor authentication via email for secure access.
2. Access and Security
Authentication
Implement two-factor authentication (2FA) by email.
A secure login interface (using HTTPS).
The CRM is intended for administrator access only (no public access).
User Roles
Primarily one user role: Administrator.
Potentially configurable for additional roles in the future, but initially only an admin role is needed.
Language Requirement
The entire CRM interface must be in French, including all menus, labels, notifications, etc.
3. Architecture of the CRM
The CRM will consist of several modules or sections, accessible via a main menu or a side navigation bar:
Home / Dashboard
Quick overview (optional) of recent activity: newly added products, recent claims, etc.
A search bar or filter to quickly find a supplier.
Quick-action buttons to:
Add a new supplier.
Add a new product.
Suppliers Management
Comprehensive list of suppliers with filters and sorting options.
Detailed supplier profile pages.
Products Management
Comprehensive list of products with filters and sorting options.
Detailed product pages.
Claims Management
Management of both customer and supplier claims.
Ability to create, track, and resolve claims.
Contacts Management
Module to store various non-supplier contacts (e.g., graphic designers, IT specialists).
Settings / Administration
Manage user authentication, admin accounts, and general system settings.
4. Detailed Functional Requirements
4.1 Suppliers Module
4.1.1 Supplier List
Display suppliers in a table or grid format.
Search and filter by name, country, platform, language(s) spoken, or other criteria.
Keyword search to look up information within supplier descriptions.
4.1.2 Supplier Profile
Each supplier’s detailed page should include:
General Information
Company Name
Full Address (country, city, postal code, street address)
Country selection via dropdown menu (to ensure data consistency).
Platforms where this supplier is found (e.g., Taobao, 1688, eBay, LeBonCoin, AliExpress, Alibaba).
Option to select multiple platforms or add a custom one.
Primary Contact Person (name of the individual representing the supplier).
Contact Methods (checklist or fields):
Phone
Email
WhatsApp
WeChat
Others (e.g., Telegram, Skype, etc.)
Description/Notes: a larger text field for additional comments or details.
Languages Spoken: the ability to list multiple languages (French, English, Chinese, etc.). This could be via a multi-select dropdown or checkboxes.
Certifications
Ability to upload multiple files (PDF, images, etc.) without any file limit.
When clicking a file, it should open in the web browser if possible, rather than forcing a download.
Images
An upload area for supplier-related images (product examples, logos, etc.).
Display thumbnails so that images can be previewed directly.
OEM Minimum Order Quantity
A field to indicate the minimum order quantity required by the supplier for OEM/branding.
Supplier Claims
Ability to create and track claims against the supplier if necessary (see the Claims Module for details).
4.2 Products Module
4.2.1 Product List
Display products in a table or grid format.
Filters by category, supplier, quality rating (A, B, C), etc.
Search bar for text-based searching (name, description, etc.).
4.2.2 Product Details
General Information
Product Name
Category (dropdown, e.g., Informatique, Gaming, Furniture, etc.)
Description (large text area).
Linked Supplier (select from existing suppliers with a quick link to the supplier’s profile).
Quality Rating (A, B, C).
Brand/Dossier (e.g., “Aegis Furniture” for sofas, “Aegis Gaming” for computer equipment).
Links to Platforms where the product is listed or found.
Financial & Logistical Details
Potential Fees (customizable fields):
Customs charges
Delivery fees
Base product cost
Potential resale price
Links to competitors (for price comparison)
Weight and Dimensions
Packaging (e.g., “box with foam padding”).
Warranty (duration, terms).
Materials Management
Dropdown for each material (wood, plastic, metal, etc.).
Percentage composition of each material.
Warning Field if the product is subject to specific French regulations (e.g., tobacco, alcohol).
Product Images
Ability to upload multiple images.
Preview thumbnails directly on the product page.
Product Claims
If there is an issue with a product, the admin can create a claim and link it to this product.
4.3 Claims Module
Two main types of claims:
Customer Claims
Form to create a claim:
E-commerce site concerned (dropdown if multiple websites).
Order number / Customer name.
Problem description (text field).
Attachments (photos, documents).
Priority level (High, Medium, Low).
Supplier Claims
Similar form, but linked to a supplier.
Reference or order number.
Description of the issue.
Attachments.
Priority level.
4.3.1 Claims Tracking
A page listing all claims (both customer and supplier).
Filters by type (customer/supplier), status (open, in progress, resolved), and priority.
Ability to update status and add internal notes or comments (e.g., date/time of updates).
4.4 Contacts Module
Stores various external contacts (e.g., graphic designers, IT professionals, marketing agencies).
A simpler profile than suppliers, but with key fields:
Name / Company
Specialty (design, development, etc.)
Contact details (phone, email, etc.)
Notes / attachments if necessary
5. Navigation and Ergonomics
Main Menu or Sidebar to access the modules (Suppliers, Products, Claims, Contacts, Settings).
Global Search Bar (optional) for quick searches across all modules.
Clean, minimalist design: use of neutral colors, simple layout, and clear icons for easy navigation.
Mobile Responsiveness (optional, depending on your usage needs).
6. Technical Aspects
Recommended Technologies (example only; final choice depends on your team’s expertise):
Front-end: Vue.js, React, Angular, or another modern JavaScript framework.
Back-end: Node.js, PHP (Laravel, Symfony), Python (Django, Flask), .NET, etc.
Database: MySQL, PostgreSQL, or MongoDB (depending on data structure).
Security
HTTPS for all data transfers.
Two-factor authentication (2FA) via email.
Strict access controls (admin-only CRM).
File Storage
Files (certifications, images, etc.) can be stored:
On the server (with a direct file path).
On a third-party service (e.g., AWS S3) if large storage is needed.
Ability to view PDFs or images in the browser without forced download.
Performance and Reliability
Caching frequently accessed data for faster load times.
Creating image thumbnails for quick previews.
Basic load/stress testing to ensure stability.
Scalability
Modular structure so new features can be added easily.
Database design that can accommodate future growth (tables for suppliers, products, claims, contacts, users, etc.).
7. Testing and Validation
Functional Tests
Validate all forms for creation, editing, and deletion of suppliers, products, claims, and contacts.
Verify 2FA functionality.
Check file uploads and browser preview.
Ensure search and filter features work properly.
Security Tests
Access control: confirm that only logged-in admins can access data.
Check for proper encryption (HTTPS).
Usability Tests
Confirm the interface is clear and intuitive.
Ensure consistent design (button placement, labeling, etc.).
Final Validation
User acceptance testing (UAT) to confirm all requirements are met.
8. Maintenance and Evolution
Corrective Maintenance
Fix any bugs and apply security updates.
Evolutive Maintenance
Add new functionalities (e.g., external APIs, advanced reporting, automation, etc.) as needed.
Documentation
Technical Documentation for developers (system architecture, code structure).
User Documentation in French (how to use the CRM, step by step).
9. Design and User Experience
Visual Identity
Keep the interface modern and clean, with minimal distractions.
Use a French-based UI (all labels, messages, and texts in French).
Layout
Consistent positioning of buttons (“Add,” “Edit,” “Delete”).
Logical grouping of related fields (e.g., Supplier details, Product details).
UX Conventions
Clear labels, tooltips in French if necessary.
Provide user feedback on successful saves, errors, etc.
10. Conclusion
This specifications document outlines the requirements for creating a French-language CRM dedicated to:
Supplier Management (with multilingual capabilities for each supplier).
Product Management (financial details, ratings, images, etc.).
Claims Management (both customers and suppliers).
Contacts Management (various professionals).
Key points include:
Secure Access (2FA, HTTPS, admin-only).
Detailed Profiles for suppliers (including languages spoken) and products.
Extensive File Management (certifications, images, attachments).
Clean, Modern UI in French.
Main Goal:
Develop a fully customized CRM in French that will be accessible only by administrators (internal use). This CRM will manage:
Suppliers (with complete profiles, contact details, certifications, etc.).
Products (including costs, product details, images, certifications, etc.).
Claims (customer claims and supplier claims).
Various contacts (graphic designers, IT specialists, etc.).
The CRM must have a modern, elegant, and minimalist design and feature two-factor authentication via email for secure access.
2. Access and Security
Authentication
Implement two-factor authentication (2FA) by email.
A secure login interface (using HTTPS).
The CRM is intended for administrator access only (no public access).
User Roles
Primarily one user role: Administrator.
Potentially configurable for additional roles in the future, but initially only an admin role is needed.
Language Requirement
The entire CRM interface must be in French, including all menus, labels, notifications, etc.
3. Architecture of the CRM
The CRM will consist of several modules or sections, accessible via a main menu or a side navigation bar:
Home / Dashboard
Quick overview (optional) of recent activity: newly added products, recent claims, etc.
A search bar or filter to quickly find a supplier.
Quick-action buttons to:
Add a new supplier.
Add a new product.
Suppliers Management
Comprehensive list of suppliers with filters and sorting options.
Detailed supplier profile pages.
Products Management
Comprehensive list of products with filters and sorting options.
Detailed product pages.
Claims Management
Management of both customer and supplier claims.
Ability to create, track, and resolve claims.
Contacts Management
Module to store various non-supplier contacts (e.g., graphic designers, IT specialists).
Settings / Administration
Manage user authentication, admin accounts, and general system settings.
4. Detailed Functional Requirements
4.1 Suppliers Module
4.1.1 Supplier List
Display suppliers in a table or grid format.
Search and filter by name, country, platform, language(s) spoken, or other criteria.
Keyword search to look up information within supplier descriptions.
4.1.2 Supplier Profile
Each supplier’s detailed page should include:
General Information
Company Name
Full Address (country, city, postal code, street address)
Country selection via dropdown menu (to ensure data consistency).
Platforms where this supplier is found (e.g., Taobao, 1688, eBay, LeBonCoin, AliExpress, Alibaba).
Option to select multiple platforms or add a custom one.
Primary Contact Person (name of the individual representing the supplier).
Contact Methods (checklist or fields):
Phone
Others (e.g., Telegram, Skype, etc.)
Description/Notes: a larger text field for additional comments or details.
Languages Spoken: the ability to list multiple languages (French, English, Chinese, etc.). This could be via a multi-select dropdown or checkboxes.
Certifications
Ability to upload multiple files (PDF, images, etc.) without any file limit.
When clicking a file, it should open in the web browser if possible, rather than forcing a download.
Images
An upload area for supplier-related images (product examples, logos, etc.).
Display thumbnails so that images can be previewed directly.
OEM Minimum Order Quantity
A field to indicate the minimum order quantity required by the supplier for OEM/branding.
Supplier Claims
Ability to create and track claims against the supplier if necessary (see the Claims Module for details).
4.2 Products Module
4.2.1 Product List
Display products in a table or grid format.
Filters by category, supplier, quality rating (A, B, C), etc.
Search bar for text-based searching (name, description, etc.).
4.2.2 Product Details
General Information
Product Name
Category (dropdown, e.g., Informatique, Gaming, Furniture, etc.)
Description (large text area).
Linked Supplier (select from existing suppliers with a quick link to the supplier’s profile).
Quality Rating (A, B, C).
Brand/Dossier (e.g., “Aegis Furniture” for sofas, “Aegis Gaming” for computer equipment).
Links to Platforms where the product is listed or found.
Financial & Logistical Details
Potential Fees (customizable fields):
Customs charges
Delivery fees
Base product cost
Potential resale price
Links to competitors (for price comparison)
Weight and Dimensions
Packaging (e.g., “box with foam padding”).
Warranty (duration, terms).
Materials Management
Dropdown for each material (wood, plastic, metal, etc.).
Percentage composition of each material.
Warning Field if the product is subject to specific French regulations (e.g., tobacco, alcohol).
Product Images
Ability to upload multiple images.
Preview thumbnails directly on the product page.
Product Claims
If there is an issue with a product, the admin can create a claim and link it to this product.
4.3 Claims Module
Two main types of claims:
Customer Claims
Form to create a claim:
E-commerce site concerned (dropdown if multiple websites).
Order number / Customer name.
Problem description (text field).
Attachments (photos, documents).
Priority level (High, Medium, Low).
Supplier Claims
Similar form, but linked to a supplier.
Reference or order number.
Description of the issue.
Attachments.
Priority level.
4.3.1 Claims Tracking
A page listing all claims (both customer and supplier).
Filters by type (customer/supplier), status (open, in progress, resolved), and priority.
Ability to update status and add internal notes or comments (e.g., date/time of updates).
4.4 Contacts Module
Stores various external contacts (e.g., graphic designers, IT professionals, marketing agencies).
A simpler profile than suppliers, but with key fields:
Name / Company
Specialty (design, development, etc.)
Contact details (phone, email, etc.)
Notes / attachments if necessary
5. Navigation and Ergonomics
Main Menu or Sidebar to access the modules (Suppliers, Products, Claims, Contacts, Settings).
Global Search Bar (optional) for quick searches across all modules.
Clean, minimalist design: use of neutral colors, simple layout, and clear icons for easy navigation.
Mobile Responsiveness (optional, depending on your usage needs).
6. Technical Aspects
Recommended Technologies (example only; final choice depends on your team’s expertise):
Front-end: Vue.js, React, Angular, or another modern JavaScript framework.
Back-end: Node.js, PHP (Laravel, Symfony), Python (Django, Flask), .NET, etc.
Database: MySQL, PostgreSQL, or MongoDB (depending on data structure).
Security
HTTPS for all data transfers.
Two-factor authentication (2FA) via email.
Strict access controls (admin-only CRM).
File Storage
Files (certifications, images, etc.) can be stored:
On the server (with a direct file path).
On a third-party service (e.g., AWS S3) if large storage is needed.
Ability to view PDFs or images in the browser without forced download.
Performance and Reliability
Caching frequently accessed data for faster load times.
Creating image thumbnails for quick previews.
Basic load/stress testing to ensure stability.
Scalability
Modular structure so new features can be added easily.
Database design that can accommodate future growth (tables for suppliers, products, claims, contacts, users, etc.).
7. Testing and Validation
Functional Tests
Validate all forms for creation, editing, and deletion of suppliers, products, claims, and contacts.
Verify 2FA functionality.
Check file uploads and browser preview.
Ensure search and filter features work properly.
Security Tests
Access control: confirm that only logged-in admins can access data.
Check for proper encryption (HTTPS).
Usability Tests
Confirm the interface is clear and intuitive.
Ensure consistent design (button placement, labeling, etc.).
Final Validation
User acceptance testing (UAT) to confirm all requirements are met.
8. Maintenance and Evolution
Corrective Maintenance
Fix any bugs and apply security updates.
Evolutive Maintenance
Add new functionalities (e.g., external APIs, advanced reporting, automation, etc.) as needed.
Documentation
Technical Documentation for developers (system architecture, code structure).
User Documentation in French (how to use the CRM, step by step).
9. Design and User Experience
Visual Identity
Keep the interface modern and clean, with minimal distractions.
Use a French-based UI (all labels, messages, and texts in French).
Layout
Consistent positioning of buttons (“Add,” “Edit,” “Delete”).
Logical grouping of related fields (e.g., Supplier details, Product details).
UX Conventions
Clear labels, tooltips in French if necessary.
Provide user feedback on successful saves, errors, etc.
10. Conclusion
This specifications document outlines the requirements for creating a French-language CRM dedicated to:
Supplier Management (with multilingual capabilities for each supplier).
Product Management (financial details, ratings, images, etc.).
Claims Management (both customers and suppliers).
Contacts Management (various professionals).
Key points include:
Secure Access (2FA, HTTPS, admin-only).
Detailed Profiles for suppliers (including languages spoken) and products.
Extensive File Management (certifications, images, attachments).
Clean, Modern UI in French.