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Web Portal for Assets, Service & Label Specifications

  • Posted:
  • Proposals: 28
  • Remote
  • #4511460
  • Expired
Hikmot T.Salihu G.Raj S.Imran K.Keval S. + 23 others have already sent a proposal.
  • 7

Description

Experience Level: Expert
A web portal for Web Portal for Assets, Service & Label Specifications.

We supply label printers and related equipment to business customers. At present:
• Serial numbers, customer/site details, purchase dates, warranties and service contracts are held in a macro-enabled Excel workbook.
• The workbook contains a main warranty list plus separate sheets for larger contract customers.
• Works Orders are prepared to instruct a service provider or repair centre about an onsite or returned printer fault.
• RMAs are produced when a printer is being returned to us, a supplier or a repair centre.
• Repairs may be covered by warranty, a service contract or handled as an ad hoc chargeable job.
• Label specifications are split between limited Sage descriptions and older Excel forms containing customer-facing and confidential manufacturing details

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Clarification Board Ask a Question

  • VCONN P.

    Hi Bob, thanks for adding the detailed brief. We originally submitted our proposal when the requirements were much broader, and having now reviewed the additional detail, the scope is considerably clearer.

    It also confirms that the project aligns closely with internal CRM, HelpDesk, Procurement and workflow systems we've already developed.

    One point we'd like to clarify around the label specifications: when a master part number is revised, should previous approved/manufacturing versions remain available so staff can identify exactly which specification and artwork/proof version was used for an earlier order?

    We'd be very happy to discuss the revised Phase 1 scope with you if you'd like to take the conversation forward.

    Best,
    VConn Pvt Ltd

  • VCONN P.

    Hi Bob,

    We'd like to clarify a few points:

    1. Approximately how many asset records and label specifications will be migrated from Excel?

    2. Do you already have branded Works Order and RMA templates that you'd like us to reproduce?

    3. Which version of Sage 50 are you currently using, and is CSV import sufficient for Phase 1?

    4. Approximately how many users do you expect initially, and do you anticipate future customer or service-provider logins?

    Looking forward to your reply.

    Best Regards.

  • Omar P.

    For the first phase, would you prefer the portal to closely replicate your current Excel workflow, or are you open to redesigning parts of the process if it results in a simpler and more efficient system?

  • Saproh P.

    Hi Bob,

    • Is this a new web portal, or do you already have an existing system that needs enhancement?

    • Which user roles will access the portal (e.g., Admin, Staff, Service Team, Clients)?

    • Do you already have the asset, service, and label specification workflows documented?

    • Will the portal need integrations with any existing ERP, CRM, or inventory management systems?

    • Are there any reporting, barcode/QR code, or document management features you want included?

    Looking forward to your reply.

    Kind Regards.
    Saproh Private Limited.

  • Asad C.

    - Regarding the existing Excel workbook, approximately how many customer records, assets, serial numbers, label specifications, and historical service records need to be migrated into the new portal? Also, would you like all historical data imported exactly as it exists, or should the migration include data cleaning, duplicate merging, and validation before it is added to the new system?

    - For label specifications, should every change automatically create a new revision while preserving previous versions for audit purposes? Additionally, would you like users to compare revisions, restore previous versions, and maintain approval history for artwork and production specifications before manufacturing begins?

    - Besides warranty and contract renewal reminders, are there other automated notifications you would like the system to send?