Ordering system spreadsheet
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- Proposals: 5
- Remote
- #1577266
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Description
Experience Level: Intermediate
Estimated project duration: less than 1 week
Hi
Please see attached screen dump for a workbook we need replicated in some ways.
if it would be useful, i can strip the data out of it, its confidential, and send you the empty workbook?
Please quote, I will then advise on what to enter as a proposal...
here is the brief:
• We will be receiving films on a daily basis via a courier, the films will be coming from individual stores, initially about 50 stores but building up to approx 200 over a period of time, (as and when film processing in the remaining stores become impractical).
• We will be booking the work in, processing and printing it, booking it out and having it collected on a daily basis.
• The work will arrive via the courier in individual packets, identifiable by store and will be returned in the same way.
• The individual store packets will contain the customer orders, along with a consignment note which will list the enclosed orders and need to be retained to check that all orders are completed and returned.
• The customer orders are individual films in envelopes, the information on the envelopes will show the Store Name, Store ID number, Customer name, Order number and the relevant film processing and printing instructions, i.e film type, exposure 24 or 36, x-sets etc. All of this information will need to be input into the master list.
• The current option for searching a customer using a postcode will need to be changed to search for the customers Unique ‘Order Number’, as this will be the first choice method we will use to search for customers.
• The film types we will be handling are the same as for our exsisting mail order client, 35mm and APS.
• The print sizes we will be offering are 4”(6x4), 5”(7x5), 6”(8x6) and 6x9” (9x6), we will also be offering a process only service. (Which can be a selectable option similar to the current ‘extra set’ and ‘CD’ buttons)
• We will need to add a Film id number for each film as we do currently.
• We will need to print out a work label to stick on each envelope as we do currently to include the info as follows - Store ID / PRINT SIZE ( 6X4, 7X5, 8X6, OR 9X6) or PO (process only) / CD if any / X sets if any.
• When we ship the orders back we will need to log the date they were shipped on. The current system auto sets each film with a ‘sales order’ number that correlates to the current date. As the orders are delivered to us listed on a consignment number, this number will need to be the new ‘sales order’ number, so we may ship orders in the same batches they arrive to us.
Currently we use the Master report and field filters to create a monthly invoice to our clientt, as they need to have it broken down by film type, film exposure, print size, x sets and cd’s. We will be invoicing monthly on this project and will also need to break it down by film type, exposure, print size etc but in addition we will need to be able to identify the quantities by Store ID.
we will be invoicing monthly and will need to be able to invoice showing a breakdown of the totals for each product for each store and then a consolidated total. At present we use the master list and calculate the amounts using the filters but if there is an easier and better method then i would be very keen to look at an alternative
I have attached the current workbook, as it will be a good starting point for the new one.
We want it as similar to this as we can to reduce training requirements.
Please see attached screen dump for a workbook we need replicated in some ways.
if it would be useful, i can strip the data out of it, its confidential, and send you the empty workbook?
Please quote, I will then advise on what to enter as a proposal...
here is the brief:
• We will be receiving films on a daily basis via a courier, the films will be coming from individual stores, initially about 50 stores but building up to approx 200 over a period of time, (as and when film processing in the remaining stores become impractical).
• We will be booking the work in, processing and printing it, booking it out and having it collected on a daily basis.
• The work will arrive via the courier in individual packets, identifiable by store and will be returned in the same way.
• The individual store packets will contain the customer orders, along with a consignment note which will list the enclosed orders and need to be retained to check that all orders are completed and returned.
• The customer orders are individual films in envelopes, the information on the envelopes will show the Store Name, Store ID number, Customer name, Order number and the relevant film processing and printing instructions, i.e film type, exposure 24 or 36, x-sets etc. All of this information will need to be input into the master list.
• The current option for searching a customer using a postcode will need to be changed to search for the customers Unique ‘Order Number’, as this will be the first choice method we will use to search for customers.
• The film types we will be handling are the same as for our exsisting mail order client, 35mm and APS.
• The print sizes we will be offering are 4”(6x4), 5”(7x5), 6”(8x6) and 6x9” (9x6), we will also be offering a process only service. (Which can be a selectable option similar to the current ‘extra set’ and ‘CD’ buttons)
• We will need to add a Film id number for each film as we do currently.
• We will need to print out a work label to stick on each envelope as we do currently to include the info as follows - Store ID / PRINT SIZE ( 6X4, 7X5, 8X6, OR 9X6) or PO (process only) / CD if any / X sets if any.
• When we ship the orders back we will need to log the date they were shipped on. The current system auto sets each film with a ‘sales order’ number that correlates to the current date. As the orders are delivered to us listed on a consignment number, this number will need to be the new ‘sales order’ number, so we may ship orders in the same batches they arrive to us.
Currently we use the Master report and field filters to create a monthly invoice to our clientt, as they need to have it broken down by film type, film exposure, print size, x sets and cd’s. We will be invoicing monthly on this project and will also need to break it down by film type, exposure, print size etc but in addition we will need to be able to identify the quantities by Store ID.
we will be invoicing monthly and will need to be able to invoice showing a breakdown of the totals for each product for each store and then a consolidated total. At present we use the master list and calculate the amounts using the filters but if there is an easier and better method then i would be very keen to look at an alternative
I have attached the current workbook, as it will be a good starting point for the new one.
We want it as similar to this as we can to reduce training requirements.
Ben H.
100% (97)Projects Completed
66
Freelancers worked with
34
Projects awarded
29%
Last project
30 Nov 2019
United Kingdom
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Have you thought of automating the process via an Accounting system Ben?
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