Client need a web application similar to the screenshot attached.
Admin user control
Project management : -
Admin should be able to register an user account for their customers.
Admin should be able to create project
Each project will be having invoice and delivery note posted that should display in same line. Whenever an invoice and delivery note is posted with the informations as shown below, the customer should be notified by [login to view URL] row should contain below coloumns.
invoice number | invoice date |Customer No. | Customer Name | Sales Engineer | Currency | project number | project description | gross amount | discount | VAT | Net Amount | Due Date | Invoice Print | Delivery Ticket Print | Customer Approval | Invoice Sign Status | Delivery Ticket Sign Status |
For invoice and delivery note, customer need to be signed digitally, the status should be updated in the row as document signed or not signed. Each events like Customer document sign, customer document view, customer document print etc should be notified to admin / admin of the project by email.
The number of rows should be displayed as shown in the attached screenshot, and export to excel option should be there for the client to export the records to an excel.
Admin should be able to create users, multiple users should be allowed to assgined to a project. Users with project assigned will be allowed to view the records when loged in. For multiple projects, same rows will be there and the records for particular project.
There is an xml file generated by their application which is used by them. This is used to import those records to their erp. The same method needs to be used for our newly developed application. When the admin import the xml, the records should be imported for each customer account and once if the enter is came to their account, customer should be notified that they have an invoice and delviery order posted for signing.
Admin should be able to add edit and update every records.
Dropbox need to be integrated with the application with an API. The files should be stored under dropbox account, all the files uploaded including pdf files for delivery note and invoice should be stored under the integraged dropbox account. The application will be hosted in a server.