NEED some customisation on my CRM system
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Post a project like this2114
$200
- Posted:
- Proposals: 3
- Remote
- #2047707
- Awarded
Description
Experience Level: Expert
HI,
I've my own CRM already done but need to add some extra futures as below, Please note: the script is designed in PHP codenighter and Fully Pro to up to date the options.
CRM Requirement
1. Previous Due Invoice Need to added Automatically when you create new Invoice under the same client name. i.e. Due Invoice N/C 10000 £10.00
2. After you create new invoice with previous due invoice amount, Payment status need to be change on the previous invoice to (Invoice Transferred)
3. Need a another option called Pack Sleep Invoice, Where can download and print invoice without price. Only Product Quantity and products with company and customer details.
4. On the All Invoice bring the quantity column before items on the left side bar.
5. Out of Stock Items Warning and show the available quantity.
6. Total Sales Printable Report by (Day/Month/Yearly ) and (Product)
7. Stock Out Item Page and if any item below 10 in stock, colour need to be changed to red and all in stock item colour need to be green.
8. Invoice for retail and wholesale.
9. When any Invoice delete from the record, Items should go back to the inventory.
10. Employees Printable Report Invoice/Transaction by (Day/Month/Yearly ) others TBC
11. Customer get a Quote Options available from the customers sections.
I've my own CRM already done but need to add some extra futures as below, Please note: the script is designed in PHP codenighter and Fully Pro to up to date the options.
CRM Requirement
1. Previous Due Invoice Need to added Automatically when you create new Invoice under the same client name. i.e. Due Invoice N/C 10000 £10.00
2. After you create new invoice with previous due invoice amount, Payment status need to be change on the previous invoice to (Invoice Transferred)
3. Need a another option called Pack Sleep Invoice, Where can download and print invoice without price. Only Product Quantity and products with company and customer details.
4. On the All Invoice bring the quantity column before items on the left side bar.
5. Out of Stock Items Warning and show the available quantity.
6. Total Sales Printable Report by (Day/Month/Yearly ) and (Product)
7. Stock Out Item Page and if any item below 10 in stock, colour need to be changed to red and all in stock item colour need to be green.
8. Invoice for retail and wholesale.
9. When any Invoice delete from the record, Items should go back to the inventory.
10. Employees Printable Report Invoice/Transaction by (Day/Month/Yearly ) others TBC
11. Customer get a Quote Options available from the customers sections.
Biz M.
99% (38)Projects Completed
40
Freelancers worked with
23
Projects awarded
52%
Last project
8 Oct 2021
United Kingdom
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