Multi-Tenant SaaS Platform Development
Budget: ₹12,500 – ₹37,500 INR
# PRODUCT REQUIREMENT DOCUMENT (PRD)
---
# 1. PRODUCT OVERVIEW
## Product Name:
Multi-Tenant Order Management & Logistics SaaS Platform
---
## Objective:
Build a scalable SaaS platform where:
* Sales persons create and manage orders
* Customers approve or negotiate orders
* Warehouse manages packing and shipments
* Customer employees confirm delivery
* Each sales person operates independently
* Admin controls roles, permissions, and data sharing
---
## Core System Type:
* ERP (Orders, Inventory)
* CRM (Sales and Customers)
* Logistics (Shipment and Delivery)
* SaaS multi-tenant system
---
# 2. SYSTEM ARCHITECTURE
---
## Core Concepts
### Multi-Tenant System
* Each sales person has a separate data scope
* Controlled by `scope_id`
---
### RBAC (Role-Based Access Control)
* Admin defines roles
* Each role has permissions
---
### Ownership-Based Access
* Users can access:
* Their own data
* Or shared data (if enabled)
---
### Admin-Controlled Sharing
Admin can enable:
* Shared inventory
* Cross-order access
* Shared invoices
---
# 3. USER ROLES
---
## Admin
* Full system control
* Create roles
* Manage users
* Control sharing settings
* View all reports
---
## Sales Person
* Acts as a mini-admin for their own data
### Can:
* Create orders
* Manage customers
* View own reports and profit/loss
### Cannot:
* See other sales persons’ data (unless allowed)
---
## Warehouse User
### Can:
* View orders (without pricing)
* Create shipments
* Split shipments
### Cannot:
* Access financial data
---
## Customer (Owner)
### Can:
* View orders
* Approve or request changes
* Track shipments
* Create sub-users
---
## Customer Employee
### Can:
* View shipment details (without pricing)
* Confirm delivery
---
# 4. ORDER MANAGEMENT SYSTEM
---
## Features:
* Create sales orders
* Add:
* Customer
* Products
* Quantity
* Pricing
---
## Order Status:
* Draft
* Pending Approval
* Revision Requested
* Approved
* Rejected
* Processing
* Partially Shipped
* Delivered
* Disputed
---
## Requirements:
* Each order must store:
* created_by
* scope_id
* status
* total amount
---
# 5. CUSTOMER APPROVAL AND NEGOTIATION
---
## Workflow:
After order creation:
Customer can:
* Approve order
* Request revision
---
## Revision Options:
* Change quantity
* Suggest new price
* Add comment
---
## System Requirements:
* Store version history
* Maintain negotiation timeline
* Track user actions
---
# 6. SALES PERSON SYSTEM
---
## Features:
* Full control over own orders
* Own customer management
* Own financial reports
---
## Data Isolation:
* Can only see:
* Their orders
* Their customers
* Their reports
---
## Admin Control:
* Allow cross-access (optional)
---
# 7. INVENTORY MANAGEMENT
---
## Features:
* Track stock:
* Available
* Reserved
---
## Modes:
* Shared inventory
* Per-sales-person inventory
---
## Automation:
* Reduce stock on shipment
---
# 8. SHIPMENT SYSTEM
---
## Features:
* Partial shipments allowed
* Each shipment includes:
* Shipment ID
* Unique code
* QR code
* Barcode
---
## Shipment Status:
* Pending
* Packed
* Shipped
* Delivered
* Disputed
---
# 9. WAREHOUSE MODULE
---
## Features:
* View order (without pricing)
* Create shipment
* Split shipment
---
## Requirements:
* Prevent over-shipping
* Show remaining quantity
---
# 10. QR AND BARCODE SYSTEM
---
## Features:
* Unique code per shipment
* QR scan functionality
---
## On Scan:
* Show shipment details
* Show products
* Allow confirmation
---
# 11. CUSTOMER PORTAL
---
## Features:
* View orders
* Approve or negotiate
* Track shipments
* Manage employees
---
# 12. DELIVERY CONFIRMATION SYSTEM
---
## Workflow:
* Employee scans QR or enters code
* Confirms received quantity
---
## System Action:
* Shipment marked as Delivered
* Log created
---
## Log Fields:
* Shipment ID
* Confirmed by
* Timestamp
* Role
---
# 13. RETURNS AND DISPUTES
---
## Features:
* Raise dispute
* Upload proof
* Select:
* Return
* Exchange
* Refund
---
# 14. DASHBOARD AND FILTERS
---
## Dashboard Shows:
* Total orders
* Pending
* Delivered
* Disputed
---
## Filters:
* Order status
* Shipment status
* Date range
* Product
---
## Search:
* Order ID
* Shipment code
---
# 15. REPORT SYSTEM
---
## Features:
* Generate PDF per order
* Filter by:
* Product
* Status
---
## Logic:
Group by:
* Delivered
* Pending
* Disputed
---
## Export:
* PDF
* Excel
---
# 16. ROLE AND PERMISSION SYSTEM
---
## Features:
* Admin creates roles
* Assign permissions
---
## Permissions:
* view_orders
* create_orders
* create_shipment
* confirm_delivery
* view_pricing
---
# 17. DATABASE REQUIREMENTS
---
## Tables:
* users
* roles
* permissions
* role_permissions
* orders
* order_items
* order_versions
* shipments
* shipment_items
* inventory
* confirmations
* disputes
* customers
---
# 18. UI/UX REQUIREMENTS
---
## Design Style:
* Modern SaaS
* Minimal
* Clean
---
## Components:
* Sidebar
* Dashboard cards
* Tables
* Filters
---
## UX Features:
* Fast loading
* Mobile responsive
* Dark mode
* Smooth animations
---
# 19. EXTRA FEATURES
---
* Real-time updates
* Notifications
* Activity logs
* Bulk actions
---
# 20. COMPLETE SYSTEM FLOW
Sales Person creates order
↓
Customer approves or negotiates
↓
Order confirmed
↓
Warehouse creates shipment
↓
QR generated
↓
Customer employee confirms
↓
Shipment delivered
↓
Reports generated
---
# FINAL DELIVERABLE EXPECTATION
Developer must build:
* Frontend (all panels)
* Backend APIs
* Database schema
* Role system
* Multi-tenant logic
* QR system
* PDF reports
---
---
# 1. PRODUCT OVERVIEW
## Product Name:
Multi-Tenant Order Management & Logistics SaaS Platform
---
## Objective:
Build a scalable SaaS platform where:
* Sales persons create and manage orders
* Customers approve or negotiate orders
* Warehouse manages packing and shipments
* Customer employees confirm delivery
* Each sales person operates independently
* Admin controls roles, permissions, and data sharing
---
## Core System Type:
* ERP (Orders, Inventory)
* CRM (Sales and Customers)
* Logistics (Shipment and Delivery)
* SaaS multi-tenant system
---
# 2. SYSTEM ARCHITECTURE
---
## Core Concepts
### Multi-Tenant System
* Each sales person has a separate data scope
* Controlled by `scope_id`
---
### RBAC (Role-Based Access Control)
* Admin defines roles
* Each role has permissions
---
### Ownership-Based Access
* Users can access:
* Their own data
* Or shared data (if enabled)
---
### Admin-Controlled Sharing
Admin can enable:
* Shared inventory
* Cross-order access
* Shared invoices
---
# 3. USER ROLES
---
## Admin
* Full system control
* Create roles
* Manage users
* Control sharing settings
* View all reports
---
## Sales Person
* Acts as a mini-admin for their own data
### Can:
* Create orders
* Manage customers
* View own reports and profit/loss
### Cannot:
* See other sales persons’ data (unless allowed)
---
## Warehouse User
### Can:
* View orders (without pricing)
* Create shipments
* Split shipments
### Cannot:
* Access financial data
---
## Customer (Owner)
### Can:
* View orders
* Approve or request changes
* Track shipments
* Create sub-users
---
## Customer Employee
### Can:
* View shipment details (without pricing)
* Confirm delivery
---
# 4. ORDER MANAGEMENT SYSTEM
---
## Features:
* Create sales orders
* Add:
* Customer
* Products
* Quantity
* Pricing
---
## Order Status:
* Draft
* Pending Approval
* Revision Requested
* Approved
* Rejected
* Processing
* Partially Shipped
* Delivered
* Disputed
---
## Requirements:
* Each order must store:
* created_by
* scope_id
* status
* total amount
---
# 5. CUSTOMER APPROVAL AND NEGOTIATION
---
## Workflow:
After order creation:
Customer can:
* Approve order
* Request revision
---
## Revision Options:
* Change quantity
* Suggest new price
* Add comment
---
## System Requirements:
* Store version history
* Maintain negotiation timeline
* Track user actions
---
# 6. SALES PERSON SYSTEM
---
## Features:
* Full control over own orders
* Own customer management
* Own financial reports
---
## Data Isolation:
* Can only see:
* Their orders
* Their customers
* Their reports
---
## Admin Control:
* Allow cross-access (optional)
---
# 7. INVENTORY MANAGEMENT
---
## Features:
* Track stock:
* Available
* Reserved
---
## Modes:
* Shared inventory
* Per-sales-person inventory
---
## Automation:
* Reduce stock on shipment
---
# 8. SHIPMENT SYSTEM
---
## Features:
* Partial shipments allowed
* Each shipment includes:
* Shipment ID
* Unique code
* QR code
* Barcode
---
## Shipment Status:
* Pending
* Packed
* Shipped
* Delivered
* Disputed
---
# 9. WAREHOUSE MODULE
---
## Features:
* View order (without pricing)
* Create shipment
* Split shipment
---
## Requirements:
* Prevent over-shipping
* Show remaining quantity
---
# 10. QR AND BARCODE SYSTEM
---
## Features:
* Unique code per shipment
* QR scan functionality
---
## On Scan:
* Show shipment details
* Show products
* Allow confirmation
---
# 11. CUSTOMER PORTAL
---
## Features:
* View orders
* Approve or negotiate
* Track shipments
* Manage employees
---
# 12. DELIVERY CONFIRMATION SYSTEM
---
## Workflow:
* Employee scans QR or enters code
* Confirms received quantity
---
## System Action:
* Shipment marked as Delivered
* Log created
---
## Log Fields:
* Shipment ID
* Confirmed by
* Timestamp
* Role
---
# 13. RETURNS AND DISPUTES
---
## Features:
* Raise dispute
* Upload proof
* Select:
* Return
* Exchange
* Refund
---
# 14. DASHBOARD AND FILTERS
---
## Dashboard Shows:
* Total orders
* Pending
* Delivered
* Disputed
---
## Filters:
* Order status
* Shipment status
* Date range
* Product
---
## Search:
* Order ID
* Shipment code
---
# 15. REPORT SYSTEM
---
## Features:
* Generate PDF per order
* Filter by:
* Product
* Status
---
## Logic:
Group by:
* Delivered
* Pending
* Disputed
---
## Export:
* Excel
---
# 16. ROLE AND PERMISSION SYSTEM
---
## Features:
* Admin creates roles
* Assign permissions
---
## Permissions:
* view_orders
* create_orders
* create_shipment
* confirm_delivery
* view_pricing
---
# 17. DATABASE REQUIREMENTS
---
## Tables:
* users
* roles
* permissions
* role_permissions
* orders
* order_items
* order_versions
* shipments
* shipment_items
* inventory
* confirmations
* disputes
* customers
---
# 18. UI/UX REQUIREMENTS
---
## Design Style:
* Modern SaaS
* Minimal
* Clean
---
## Components:
* Sidebar
* Dashboard cards
* Tables
* Filters
---
## UX Features:
* Fast loading
* Mobile responsive
* Dark mode
* Smooth animations
---
# 19. EXTRA FEATURES
---
* Real-time updates
* Notifications
* Activity logs
* Bulk actions
---
# 20. COMPLETE SYSTEM FLOW
Sales Person creates order
↓
Customer approves or negotiates
↓
Order confirmed
↓
Warehouse creates shipment
↓
QR generated
↓
Customer employee confirms
↓
Shipment delivered
↓
Reports generated
---
# FINAL DELIVERABLE EXPECTATION
Developer must build:
* Frontend (all panels)
* Backend APIs
* Database schema
* Role system
* Multi-tenant logic
* QR system
* PDF reports
---