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# PRODUCT REQUIREMENT DOCUMENT (PRD) --- # 1. PRODUCT OVERVIEW ## Product Name: Multi-Tenant Order Management & Logistics SaaS Platform --- ## Objective: Build a scalable SaaS platform where: * Sales persons create and manage orders * Customers approve or negotiate orders * Warehouse manages packing and shipments * Customer employees confirm delivery * Each sales person operates independently * Admin controls roles, permissions, and data sharing --- ## Core System Type: * ERP (Orders, Inventory) * CRM (Sales and Customers) * Logistics (Shipment and Delivery) * SaaS multi-tenant system --- # 2. SYSTEM ARCHITECTURE --- ## Core Concepts ### Multi-Tenant System * Each sales person has a separate data scope * Controlled by `scope_id` --- ### RBAC (Role-Based Access Control) * Admin defines roles * Each role has permissions --- ### Ownership-Based Access * Users can access: * Their own data * Or shared data (if enabled) --- ### Admin-Controlled Sharing Admin can enable: * Shared inventory * Cross-order access * Shared invoices --- # 3. USER ROLES --- ## Admin * Full system control * Create roles * Manage users * Control sharing settings * View all reports --- ## Sales Person * Acts as a mini-admin for their own data ### Can: * Create orders * Manage customers * View own reports and profit/loss ### Cannot: * See other sales persons’ data (unless allowed) --- ## Warehouse User ### Can: * View orders (without pricing) * Create shipments * Split shipments ### Cannot: * Access financial data --- ## Customer (Owner) ### Can: * View orders * Approve or request changes * Track shipments * Create sub-users --- ## Customer Employee ### Can: * View shipment details (without pricing) * Confirm delivery --- # 4. ORDER MANAGEMENT SYSTEM --- ## Features: * Create sales orders * Add: * Customer * Products * Quantity * Pricing --- ## Order Status: * Draft * Pending Approval * Revision Requested * Approved * Rejected * Processing * Partially Shipped * Delivered * Disputed --- ## Requirements: * Each order must store: * created_by * scope_id * status * total amount --- # 5. CUSTOMER APPROVAL AND NEGOTIATION --- ## Workflow: After order creation: Customer can: * Approve order * Request revision --- ## Revision Options: * Change quantity * Suggest new price * Add comment --- ## System Requirements: * Store version history * Maintain negotiation timeline * Track user actions --- # 6. SALES PERSON SYSTEM --- ## Features: * Full control over own orders * Own customer management * Own financial reports --- ## Data Isolation: * Can only see: * Their orders * Their customers * Their reports --- ## Admin Control: * Allow cross-access (optional) --- # 7. INVENTORY MANAGEMENT --- ## Features: * Track stock: * Available * Reserved --- ## Modes: * Shared inventory * Per-sales-person inventory --- ## Automation: * Reduce stock on shipment --- # 8. SHIPMENT SYSTEM --- ## Features: * Partial shipments allowed * Each shipment includes: * Shipment ID * Unique code * QR code * Barcode --- ## Shipment Status: * Pending * Packed * Shipped * Delivered * Disputed --- # 9. WAREHOUSE MODULE --- ## Features: * View order (without pricing) * Create shipment * Split shipment --- ## Requirements: * Prevent over-shipping * Show remaining quantity --- # 10. QR AND BARCODE SYSTEM --- ## Features: * Unique code per shipment * QR scan functionality --- ## On Scan: * Show shipment details * Show products * Allow confirmation --- # 11. CUSTOMER PORTAL --- ## Features: * View orders * Approve or negotiate * Track shipments * Manage employees --- # 12. DELIVERY CONFIRMATION SYSTEM --- ## Workflow: * Employee scans QR or enters code * Confirms received quantity --- ## System Action: * Shipment marked as Delivered * Log created --- ## Log Fields: * Shipment ID * Confirmed by * Timestamp * Role --- # 13. RETURNS AND DISPUTES --- ## Features: * Raise dispute * Upload proof * Select: * Return * Exchange * Refund --- # 14. DASHBOARD AND FILTERS --- ## Dashboard Shows: * Total orders * Pending * Delivered * Disputed --- ## Filters: * Order status * Shipment status * Date range * Product --- ## Search: * Order ID * Shipment code --- # 15. REPORT SYSTEM --- ## Features: * Generate PDF per order * Filter by: * Product * Status --- ## Logic: Group by: * Delivered * Pending * Disputed --- ## Export: * PDF * Excel --- # 16. ROLE AND PERMISSION SYSTEM --- ## Features: * Admin creates roles * Assign permissions --- ## Permissions: * view_orders * create_orders * create_shipment * confirm_delivery * view_pricing --- # 17. DATABASE REQUIREMENTS --- ## Tables: * users * roles * permissions * role_permissions * orders * order_items * order_versions * shipments * shipment_items * inventory * confirmations * disputes * customers --- # 18. UI/UX REQUIREMENTS --- ## Design Style: * Modern SaaS * Minimal * Clean --- ## Components: * Sidebar * Dashboard cards * Tables * Filters --- ## UX Features: * Fast loading * Mobile responsive * Dark mode * Smooth animations --- # 19. EXTRA FEATURES --- * Real-time updates * Notifications * Activity logs * Bulk actions --- # 20. COMPLETE SYSTEM FLOW Sales Person creates order ↓ Customer approves or negotiates ↓ Order confirmed ↓ Warehouse creates shipment ↓ QR generated ↓ Customer employee confirms ↓ Shipment delivered ↓ Reports generated --- # FINAL DELIVERABLE EXPECTATION Developer must build: * Frontend (all panels) * Backend APIs * Database schema * Role system * Multi-tenant logic * QR system * PDF reports ---
Project ID: 40366051
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As a Full-Stack Developer with over seven years of experience, I have an extensive skill set that aligns perfectly with your project's requirements. From designing the backend architecture to creating frontend interfaces and mobile apps, I deliver comprehensive solutions. My proficiency in various technologies such as React.js, Angular, Node.js, Express, Flutter, and Python ensures that I'll be fully equipped to handle every aspect of your multi-tenant SaaS platform development. Not only do I specialize in building web applications and mobile apps for SaaS platforms but my past work includes expertise in inventory management, logistics systems, and CRM functionalities. These experiences provide me with an informed understanding of the complexities involved in tasks such as order creation and management, customer approval processes, and shipment systems - all of which are vital elements of your project needs. Clients choose me for my clear communication, clean code writing practices (which aid future developers), a holistic approach to problem-solving. And most importantly, my proven track record for delivering projects on-time and meeting deadlines. So why settle for anything less when you can have an experienced professional taking your fresh idea from its inception all the way to completion? Let's talk soon about how we can make your Multi-Tenant Order Management & Logistics SaaS Platform a resounding success!
₹40,000 INR in 7 days
3.1
3.1
31 freelancers are bidding on average ₹33,753 INR for this job

Good to see this project, I will build the multi-tenant order management platform — RBAC with scope_id isolation, order negotiation workflow, warehouse shipment module with QR/barcode generation, and the customer portal with delivery confirmation. For tenant isolation, I will enforce scope_id filtering at the API middleware layer — not just the query level — so no data leak is possible even if a frontend bug occurs. Questions: 1) Do you have a preferred stack — e.g., React + Node, or Laravel + Vue? 2) Should real-time updates use WebSockets or SSE? Looking forward to talking through the details. Kamran
₹25,599 INR in 10 days
6.5
6.5

Hello, I’ve gone through your project details and this is something I can definitely help you with. I have 10+ years of experience in mobile and web app development, specifically in building scalable SaaS platforms like the one you described. My background includes working with systems involving ERP, CRM, and logistics functionalities. I focus on creating clean architectures and scalable code, ensuring smooth operation from development to deployment. I will first review your requirements thoroughly, suggest the best architectural approach, and keep you updated at every stage of development. I’m confident that I can deliver a robust multi-tenant order management and logistics platform that meets your specifications efficiently. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m excited about your project and would love to understand more details to ensure the best approach. Could you clarify: 1. Do you need this for mobile, web, or both? 2. Do you already have UI/UX designs or should we create them? 3. Will there be any third-party API or payment gateway integration? 4. What is your expected timeline for completion? 5. Are there any reference apps or websites you like? Let’s discuss over chat! Could you clarify what specific features are most critical for your launch priority? Regards, Arpit Jaiswal
₹27,750 INR in 1 day
4.2
4.2

I have read your PRD carefully, and this is a full-scale multi-tenant ERP + CRM + logistics SaaS platform, not a standard web app. You are essentially describing a B2B operational system with strict data isolation, workflow orchestration, and role-driven permissions across multiple organizations. I’ll outline how I would approach building this in a way that is scalable, secure, and maintainable. That would give you a production-ready blueprint before a single line of code is written.
₹25,000 INR in 35 days
3.8
3.8

I have the 60% app rady with the same features. I am from Amethi, Lets connect and get this done for you.
₹20,000 INR in 7 days
3.9
3.9

Hey, your project, Multi-Tenant SaaS Platform Development looks like a great fit for my skills. I've worked on similar User Interface / IA projects and can deliver solid results. Let me know if you'd like to chat about the approach.
₹12,500 INR in 7 days
3.8
3.8

The hardest part of multi-tenant order management isn't the CRUD — it's the scope isolation. When sales person A creates an order and admin later enables "shared inventory," every query in the system needs to respect both the scope_id boundary AND the sharing override without leaking data across tenants. Most devs hardcode tenant filters and it breaks the moment sharing toggles on. I've built this exact system — multi-tenant SaaS with role-based access, order workflows, inventory, and CRM for clients in Kuwait. Same architecture: scope-based isolation, admin-controlled cross-access, warehouse views stripped of pricing data. Milestones: DB schema + RBAC + multi-tenant scope logic + auth — 2 days Order flow (create, approve, negotiate, version history) + inventory — 3 days Shipment + QR/barcode + warehouse panel + delivery confirmation — 3 days Dashboards, reports (PDF/Excel), filters, notifications — 2 days Polish — dark mode, mobile responsive, animations — 1 day Available for daily syncs on your timezone. I work fast and communicate clearly — you'll see progress every day, not just at the end. How are you handling auth — email/password, or SSO for enterprise clients?
₹35,000 INR in 10 days
1.4
1.4

I understand you need a full multi tenant SaaS platform combining ERP CRM and logistics with strict data isolation using scope based access, role driven permissions, and complex workflows from order creation to delivery confirmation. The core challenge is building scalable architecture with clean RBAC, real time updates, inventory sync, and shipment tracking with QR validation. I will design a modular backend with multi tenant logic, implement all roles and workflows, and build a modern responsive frontend dashboard. I have experience in complex SaaS systems and will deliver secure, scalable, production ready solution with clean code and documentation.
₹70,000 INR in 45 days
0.4
0.4

Done similar tasks lets chat As a seasoned freelancer with core expertise in Odoo ERP system implementation, I bring a unique advantage to the table for your Multi-Tenant SaaS Platform Development project. My team and I have extensive experience configuring multi-company settings, managing roles, and fine-tuning permission on Odoo. This lends itself beautifully to your need for comprehensive admin controls, RBAC, and ownership-based access on the platform. Moreover, our proficiency in artificial intelligence technologies aligns splendidly with your requirement of intelligent automation and intelligent dashboards. We can optimize your order management system using AI-powered features like autonomous agents, LLM integrations, predictive ML models, and retrieval-augmented generation that seamlessly fits into your existing workflows.
₹25,000 INR in 7 days
0.0
0.0

Hi Yatharth, The main challenge here isn't just building another order system, it's architecting true multi-tenancy with tenant isolation. role-based workflows (sales → customer approval → logistics), and scalable data separation at the database level. I've built 28 React/Next. js projects and multiple Node. SaaS platforms in the last 2 years, including multi-tenant architectures with PostgreSQL row-level security, JWT-based auth, and RESTful APIs. I work extremely fast using modern tooling and can deliver this in 7 days with clean, production-ready code. Since I'm building my Freelancer portfolio, I'm offering a symbolic rate for quality work and a strong review. Check my profile for recent SaaS and full-stack projects. https://www.freelancer.com/portfolio-items/11324131 https://www.freelancer.com/portfolio-items/11324098 Ready to start immediately.
₹13,965.18 INR in 7 days
0.0
0.0

I can help you design and develop your Multi-Tenant Order Management & Logistics SaaS Platform with a scalable, secure, and production-ready architecture. I have already built multiple complex SaaS and ERP-style applications, including systems with role-based access (RBAC), multi-tenant data isolation, and real-time workflows. Your requirement involving order lifecycle, negotiation, warehouse operations, and delivery confirmation aligns perfectly with my experience. I will implement a robust backend with clear tenant separation using scope-based logic, along with a flexible RBAC system where admin can control roles, permissions, and data sharing. The order management module will include versioning, negotiation tracking, and complete audit logs. Inventory and shipment systems will be tightly integrated to ensure accurate stock handling and prevent over-shipping. On the frontend, I will build a modern, clean SaaS interface with dashboards, filters, and responsive design. Features like QR/barcode scanning, real-time updates, notifications, and PDF/Excel reporting will be implemented efficiently. The system will be designed for scalability, ensuring smooth performance as users grow. Clean code, proper documentation, and maintainable architecture will be followed throughout. I’m confident I can deliver a high-quality, end-to-end solution aligned with your vision. Looking forward to collaborating with you.
₹25,000 INR in 10 days
0.0
0.0

Let's make it together i can also share you the demo of this similar projectfor which I had used the Laravel framework and my expertise in building a comprehensive multi-tenant system matches closely with the requirements of your SaaS platform. I have hands-on experience in implementing Role-Based Access Control (RBAC) and have created several applications that manage user roles, permissions, and data sharing efficiently, much like your envisioned system. Moreover, my proficiency includes constructing Inventory Management modules, Order Management Systems, and CRM functionalities – all intensively required for your project. Notably, I've worked on Shopify stores extensively as well, hence ensuring my familiarity with the e-commerce intricacies that might interplay in this SaaS platform. Above all, I value your faith in me should you entrust me with this huge responsibility. My delivery history is testimony to the fact that I meet project deadlines notwithstanding the complexity involved. This project excites me and I'm committed to creating a flawless system that scales as per your expectations. Looking forward to shaping your profound vision into an actionable reality! Let's do this!
₹13,000 INR in 5 days
0.0
0.0

I am a perfect fit for your project focused on building a clean, professional, user-friendly, and seamlessly integrated Multi-Tenant Order Management & Logistics SaaS Platform with automated workflows for sales, inventory, shipment, and delivery confirmations. With expertise in full-stack development, backend APIs, multi-tenant systems, RBAC, and automated QR code integrations, I will create a scalable, minimal, mobile-responsive platform with fast loading and smooth animations. While I am new to freelancer, I have tons of experience and have done other projects off site, delivering robust SaaS solutions with role and permission systems. I would love to chat more about your project! Regards, Ty Ax
₹15,000 INR in 30 days
0.0
0.0

Hello, I bring 5+ years of experience building scalable SaaS platforms with multi-tenant architecture, RBAC, and complex workflows like ERP, CRM, and logistics systems. I can deliver your platform with clean modular architecture, secure tenant isolation (scope-based), and robust APIs. My approach: break PRD into micro-modules → design scalable DB & role system → build REST APIs → develop responsive SaaS UI → integrate real-time updates, QR, and reporting → staged deployment with testing. I’ve built production-grade systems handling orders, inventory, and role-based access efficiently. Let’s connect to structure this system properly and execute it with long-term scalability in mind.
₹25,000 INR in 7 days
0.0
0.0

My team and I are excited about the prospect of developing your multi-tenant SaaS platform. With over 9 years of experience in web development, we have a proven track record in creating robust and scalable systems while delivering projects within budget and timeline constraints. Our expertise extends to mobile app development and we hope to bring this knowledge to augment the functionality of your software. I understand the demand for a dynamic ERP, CRM, and Logistics system, and have worked with similar features in my previous projects. With my extensive experience with technologies like PHP, Java, HTML/HTML5/CSS, I am confident that I can deliver a top-notch product meeting all your requirements. Moreover, our focus on user-friendly and intuitive designs will ensure that your users can navigate their roles effectively on the platform. I am eager to apply my skills in RBAC (Role-Based Access Control) configuration and Ownership-Based Access implementation to ensure data security without compromising on functionality. In conclusion, we offer cost-effective services along with free post-delivery support which will not only save you money but also guarantee a long-term partnership for any further enhancements you may need for the system. Let's turn your ????? to ?-?-?-?-?-?-?!
₹25,000 INR in 7 days
0.0
0.0

Hi, I went through your PRD carefully. This is not just a simple web app, it’s a full multi-tenant ERP + CRM + logistics system with strict data isolation and workflow orchestration. The biggest challenge here is not CRUD operations, but correctly handling: - tenant isolation (scope_id vs shared access) - RBAC with dynamic permissions - order negotiation lifecycle with version history - shipment splitting without data inconsistency If this is not designed properly from the start, it will break when scaling. Based on your requirements, I would approach this in phases: Phase 1: Core architecture (multi-tenant + RBAC + base APIs) Phase 2: Order system + customer negotiation Phase 3: Inventory + shipment + QR system Phase 4: Dashboard, reports, and optimizations For tenant isolation, I recommend: Row-level security with strict scope filtering at API + DB level instead of separate schemas, this keeps system scalable and manageable. I have worked on similar real-world systems involving offline sync, payment workflows, and production deployments, so I understand how to handle complex workflows reliably. Before committing to full development, I suggest a short discussion to align on architecture and scope, this will save time and avoid rework. We can start with a smaller module (order system + RBAC) and expand incrementally. Let’s connect and break this into a clear execution plan. Thanks, Venugopal K
₹15,000 INR in 25 days
0.0
0.0

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