Need customization work on Ultimate Client Manager – CRM – Pro .
Ref: [url removed, login to view]*%20no%20PO
- 2 level admins : Admin / Users
- Credit Note*
- Debit Note*
- Purchase Order*
- Service Order
- 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.
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
26 freelancers are bidding on average $468 for this job
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