Celebration Windows is Australia's leading supplier of shop-front Christmas decorations. Every year salesmen travel to most small towns around the country and sell stickers to companies and businesses. Until today the salesmen have been using paper order forms and a book-format catalogue to do the selling, but now I want to take the sales process into the digital age with an online sales system and client database.
Here is a list of the functions I need in the sales backoffice:
1 - Client Profiles and Database
Function: For Celebration Windows, Australia is divided into several different sales territories: Sunshine Coast, Western Queensland, Northern Queensland, Eastern New South Wales, Western New South Wales, Victoria 1, Victoria 2, South Australia, and Western Australia. Within each of these sales territories there are multiple towns. For example, in Western Queensland the company sells to businesses in Toowoomba, Longreach, Winton, etc. Then, within each of these towns are multiple clients who buy from Celebration Windows. When a salesman logs into his online back-office he should be able to go to a database of all the sales territories in Australia. If he, for example, selects the Western Queensland sales territory, he should be directed to a page with a list of all the towns in that sales territory. If he then, for example, selects Longreach (a town in the Western Queensland sales territory) then he should be directed to a list of previous clients in that town. If he then selects a client in that town (Longreach Office Supplies, for example), he should be directed to a profile of that client. The client profile should contain the following information: Business name (E.G: Longreach Office Supplies), Business Owner/Manager (E.G: Sally/Ben), Business Address, Business email address, Business Phone Numbers, Past orders from celebration windows (will explain shortly), Notes about client (optionally written by salesperson, (For example, if the client was unhappy about the price of last years christmas order the salesman can write it in their notes), and a record of any outstanding debts to Celebration Windows. So in other words, I need client profiles, categorized into towns, and then into sales territories.
2 - Online Ordering
Function: A salesman will be using an ipad for sales work. At the moment our salesmen use paper order-forms. in this back-office they should be able to take each client through a catalogue of our designs, select the design, or designs that the client wants, use a stylus pen to draw a picture of the client's window and the placement of the design, and then finalize the order by either selecting a previous client or adding a new client. Once this order is confirmed and paid for then an order-form/invoice/receipt will be sent to the client and also to the main headquarters of Celebration Windows to be processed.
3 - Paying Online
Function: The client may pay a deposit using either credit card, check, cash, or direct debit. No payments will be processed on the back office, however the salesman will note on the invoice the amount that has been payed, and the amount still owing. At the end of each sales week it will be the responsibility of the salesman to prove that the payments were legitimate using receipts and paperwork. Once the order has been placed for the client only the Owner of the company may edit the details of the order. This way the salesman cannot say that the client has paid $100 in cash and then after the order is processed pocket the cash and change the order form to say that the client has paid nothing.
4 - Town Notes
function: Each town in the database must have a special notes section attached to it. This a section where a salesman may write notes about each town. For example; "we stayed at this hotel and it was a good deal and a nice room"
5 - Salesmans weekly reports
Each order that the salesman processes can be added to his weekly sales. Once he processes an order the salesman may click a button titled "add to weekly sales report". Once this is pressed the order automatically gets added to his weekly report that looks something like this:
Salesman: Simon Drew
Week: March 1st to March 7th
Sales Total: $7,782
Deposits Total: $2,297
In other words, each order total gets added to the salesmans weekly total of sales, and the deposit that the client makes is added to the deposits total for the salesmans week. There should also be a folder containing all of the orders he has processed.
So, there is a lot to still think about here, but this is what I have so far and I am looking for a dedicated coding genius to help me produce this system.
There is already a website that I would like this backoffice to be a part of. It is www.celebrationwindows.com.au. The site is currently down but will be back up in a few days. It has a wordpress platform.
Please include in your cover letter a rough estimate of how much it would cost to build this.