I would like to create an invoice software. It isn’t a complicated software, however will need a few requirements.
The invoice software must firstly remember the prices each and every customer has, as in this business customers can all have different prices and there is no set price. This means that when a new customer is created, they will be set a default price set however when say ordering the item we can manually adjust this which will then be the new price for any future orders of this particular item
To find a customer we should be able to do this in many ways, not just by business name, but also by contact name, the business address, the customer unique customer number or their personal or business telephone number. When searching say for a business name, just like how google is when you type, the suggestions of the likely possible customers should start displaying with that sort of name as you type.
Another requirement would be that the system can manually calculate the price so say per item we type 25p and in a carton there is 25 pieces the total per this is £6.25 as customers will be buying by cartons only and not individually. Yet we would like the invoice to display the individual price just so the customer would be able to see what they are actually paying for each item
Just like how we want to be able to search customers and have suggestions come up as you type letter by letter of all the customers, we’d like something similar for the products so that when you start typing the product code letter by letter the system will bring up suggestions like google so we can have the product input faster. We’d also like it so that if we enter any of the description the system will pick it up and also follow through like that.
Have the layout in such a way where it is dot matrix paper compatible and the layout is such a way it prints out perfectly onto it.
The system must create delivery notes and credit notes when needed. Delivery notes for every invoice should automatically be created and saved upon request of the user.
We should be able to optimise whether we would like a vat customer or not and they should be saved as a non vat customer in the database but under a different customer number and the order reference should be completely different from a vat order
We should be able to add stock figures into the software and when orders are placed the stock levels should reflect that so we know when stock is zero.
(For our purpose only, not the customer to see but we should also be able to see stock levels when we add an item to the order next to it so we can see how much is available of an item without needing to go to a separate area and checking. But this is for office purpose and shouldn’t be revealed on the invoice when printed or emailed)
There should be an ability where when a product is searched we can see a record of stock avail left, who has the item been sold to so it’ll show something like a list of all the orders this item was ordered and this will be separated by order numbers. There should also be a column next to each order number for the customer name and next to that the quantity from that invoice sold but shown as a database so we can see all records on one screen without clicking
We should be able to see how many invoices and the amount of sales produced in a specific quarter or for a specific time period As this is for VAT purposes - we should be able to select the VAT invoices from Non-VAT. As we don’t want to see the record of non vat. But also have the ability to check non vat, credit notes created in a time period and also ALL records in a time period.
When searching for a customer number and when selected a customer, before being able to click on the tab of creating an invoice or seeing past order or so on. We should have a notes paged revealed so any notes can be checked before ordering.
We should be able to create a Credit note as well so we can select a customer and then after the notes page have a tab for credit notes. This should be starting with a complete different reference number and starts with CN0000-(followed by a number - in sequence).
We should be able to Add products and take out products, maybe through an excel document and uploading the file onto the software rather than one by one entering as we have hundreds of items changing as well.
Lastly when price is updated for an individual customer, there should be a database where on the customers individual account page after the notes we can see a tab say price. It should download as an excel format so we can save and print as we desire. We should be able to see their price per item in a list of all the items and a carton price next to that.
And Finally. The system should be very simple and easy to use and very user friendly. With colour schemes and attractive as a software. This MUST BE MAC compatible. If you would like to create as an application that is fine as well
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Deadline for delivery?
The budget you set is just a placeholder or your real budget ?
Cause i saw that you posted this job earlier with a bit higher budget and now you put it lower.