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156895 Merchant Billing Database

Just so you can get a decent picture of what we are doing, here is a brief paragraph. We are taking incoming calls all day long and selling people our marketing packages. So we are looking for accounting software that will keep track of all of the upfront and monthly billing. As well as have a mySQL data base that will let us run reports and see how much we have sold or how much we are billing. Also with different security levels for admin, manager, sales, customer service and re-sellers. So we would want to see everyone and run accounting reports so we know how much we are making and how much the payroll is. Here is a small outline of what I think we need...

1) Logins: Users should be able to login from our server and have tiered access for different levels (i.e. admin, reseller, recruiter, manager, contractor, customer service). Ability to manage users

and logins with ease, modifying privileges for each group of users through a control panel for the admin. It is also necessary that users can be split into different branches for other offices, with complete profiles for each user for our records.

Duties

Admin: runs customer service, resellers, recruiters, & managers

Resellers: Run his or her own group, pays for all bills, and pays his own people

Recruiter: Hires contractors to sell product from home

Manager: manages in house sales reps

Sales person: makes sales from home

Customer Service: Takes incoming problem calls and helps solve problems

Provisioning: Sets up marketing package

Admin control panel features:

- Setup different accounts, designating privileges and levels of access for each user.

- Update and upload training materials.

- Ability to manage all e-mail accounts within the server, such as adding or deleting new e-mail accounts.

- Able to view all the different customer�s websites/profiles on our server.

- Ability to customize the commission for different groups, customizing the upfront commission and the monthly billing revenue.

- Search function (See details below)

- Reports should be able to output into HTML and MS Excel files.

Resellers/Managers:

- Setup sales people with username and password and e-mail.

- Run reports on the sales of the people under that particular reseller/manager. (See details below)

- Billing report for all sales generated under that particular reseller with projected income based on current customers and new sales.

- View Sales training materials

- Search function (See details below)

Recruiter:

- Setup sales people with username and password and e-mail.

- View Sales training materials

- Run reports on the sales of the people under that particular recruiter, turning up results by date and by people.

- Search function (See details below)

Salesperson:

- Sales form (See details on form below)

- View Sales training materials

- Web-based e-mail account

- Run reports on their own sales and productivity by date.

- Search function (See details below)

Customer Service:

- Search function (See details below)

- View Customer Service training materials

- Web-based e-mail account

- Ability to edit individual client�s profiles and monthly billing, ability to adjust price down to a specified rate.

Provisioning:

- Run reports on all the sales of the entire company. Reports should be able to output into HTML and MS Excel files.

REPORTS

- Monthly billing, upfront sales, ability to run reports by individuals, by date, by recruiter, by manager. Also able to forecast billing to determine cash flow based on current customers) Reports should have graphs detailing results. Reports will be categorized by date on:

a)Current week

b)Current Month

c)Year-to-date

d)Previous Week

e)Previous Month

f)Last 7 Days

g)Last 30 Days

h)Last 60 Days

i)Last 90 Days

j)Last 365 Days

k)Custom Dates

Other search parameters for reports include all the different users.

- Report of all the employees or different resellers/contractors.

SALES FORM

- Form to input customer information: (i.e. name, address, phone, website, billing, etc..)Form needs to generate an approval code. The form also needs to have some rules within it so that if the form was not filled out correctly then you could not be able to generate an approval and have it log a sale (i.e. invalid or declined credit card number). The form needs to be integrated with the merchant account ([url removed, login to view]) so that we receive instant notification of the billing status: approved or not.

- Above mentioned form must have a field for keywords or titles that the customer requests. Once the form is submitted, these keywords and other information must be automatically inputted into a HTML template in the specified locations. For instance, filling the meta tags, the title, the body, and other areas of the html code for a pre-existing template (template will be provided by us). Then, the newly generated html file must be placed within a specified location of the server.

- All the information on these forms must also be stored in a database that can be easily referenced by employees, but allowing certain viewing or editing privileges depending upon level of access.

- After the submission of the form, a confirmation e-mail must be sent to the customer with specified details about the transaction.

WEB-BASED E-MAIL INTEGRATION

- The script also needs to integrate our server e-mail accounts into it to be viewable and customizable.

SEARCH FUNCTION

- All users must be have search capabilities to find customers by: (Approval#, Voice Verification#, Business Owner, Company name, and other parameters)

- Searching has to be specific to groups and the people under them only.

Additional minor details and specifics will be provided upon beginning of escrow. Our timeframe for this project is 3 weeks, in which we will be in constant contact with you about the progress and any input you may need.

Kỹ năng: Bất kì công việc gì, Javascript, MySQL, PHP

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( 0 nhận xét ) Laguna Niguel,

Mã Dự Án: #1903080