CRM/ERP Solution
Budget: $250 – $750 USD
Want to build a crm/ERP system with functions.
Customer base b2b
- name of company
- post adress
- visit adress
- VAT number
- invoice Andreas
- invoice Mail adress
- sectors
- number of employees
- income
- client category A,B,C
Employees/contact persons
- name
- mail
- phone
- role/function
- projects connected to
Suppliers
- name
-VAT number
- contact persons
- post adress
- visit adress
- invoice adress
- phone number
- Mail adress
- invoice Mail
- product connections
Products
- art no
- name
- supplier
- inn price
- out price
- calculaion %
- picture
- estimater freight
- Numbers in stock
Solutions
Same as products
Functions
Send sales offer to customer (also PDF document)
Write order on customer (order control PDF document)
Convert offer to order
Send purchase to supplier (PDF document)
Update stock
Reports
- pipeline in sales offers
- orders
- revenue
- stock status
- purchase status not arrived
Convert orders to invoice EFTA standard
Agreements who controll price on products agree on
Customer base b2b
- name of company
- post adress
- visit adress
- VAT number
- invoice Andreas
- invoice Mail adress
- sectors
- number of employees
- income
- client category A,B,C
Employees/contact persons
- name
- phone
- role/function
- projects connected to
Suppliers
- name
-VAT number
- contact persons
- post adress
- visit adress
- invoice adress
- phone number
- Mail adress
- invoice Mail
- product connections
Products
- art no
- name
- supplier
- inn price
- out price
- calculaion %
- picture
- estimater freight
- Numbers in stock
Solutions
Same as products
Functions
Send sales offer to customer (also PDF document)
Write order on customer (order control PDF document)
Convert offer to order
Send purchase to supplier (PDF document)
Update stock
Reports
- pipeline in sales offers
- orders
- revenue
- stock status
- purchase status not arrived
Convert orders to invoice EFTA standard
Agreements who controll price on products agree on