Qtn - Service Order - Invoice System
Budget $250-400 USD
Need customization work on Ultimate Client Manager – CRM – Pro .
Ref: [url removed, login to view]*%20no%20PO
Required features:
- 2 level admins : Admin / Users
- Credit Note*
- Debit Note*
- Purchase Order*
- Quotation
- Service Order
- Invoices
- Statement of Accounts [filter by Company, Bill]
* No accounting required for C/N, D/N, P/O. No inventory.
** All bills (C/N ; D/N, Qtn, S/O, Inv) to be able to export as Excel & PDF
Flow: "Quotation" to convert to "Service Order" to convert to "Invoice"
All 3 Bills to display same "Bill To" information, items descriptions, just that "Service Order" does not display costs/prices.
Requirements:
1. Versioning required for every change to Qtn, S/O, Inv
2. System to trace action of User (When quotation is prepared by A, it’s stated as Prepared by A. When B converts this quotation to SO, this SO becomes Prepared by B. When C converts this SO to invoice, invoice becomes Prepared by C. )
3. Quotation Status: Quoted, Converted to Service Order, Rejected
4. Service Order Status: Prepared , Converted to Invoice
5. Invoice Status: Paid, Unpaid
6. Purchase Order Status: Cleared, Uncleared
6. Credit Note / Debit Note Status: Paid, Unpaid
Awarded to:
Hey i have a few questions and suggestions about the project, if we could talk in detail and make this work!
26 freelancers are bidding on average $468 for this job
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Hello, It's a pleasure to let you know that I've Completed and Delivered similar project before. All I need to work on customization part if we can proceed towards more discussion. I have gone through your project de More
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