I own an online wedding dress store and want to create an online intranet for my reps around the country.
I want this to be a secure website that only my reps can access by using a unique logon. I want it to feature the following
- their unique email inbox, I already have a domain, but I want them to only be able to access these on the intranet. I need them to be able to send emails once read to be stored on a client file
- their own online calender and booking timetable so they can book online appointments and email the booking to their client (as a confirmation)
-Information and news page
-a section where they can add items and articles for the up and coming newsletter that goes out to clients from our website.
-Quotations - where they can submit a quote request to head office for head office to price up the quote. They see the client get all of the clients requirements, (also the ability to attach pictures to their quote request) then submit that online in a form head office receives and then applies prices to that form sends it back to the rep (to their unique intranet logon) and the system stores all the quotes for the rep to look at at any time. I also need this to have the ability for the rep to be able to send the client the quote in PDF form to the client in the Custom Dress layout.
In addition to this quote area I want to have a priced designs section, so when a unique design has been priced that the rep can opt to add it to the 'priced design section for other reps. In this section it just needs to show picture, description, fabric and price. All reps can access this area and see all submitted designs.
-Client Database - I want the rep to have a client database on this system where they can enter in all relevant contact details as well as a detailed time line of contact. They also need to be able to enter in quote numbers and costs of items that relates to this client. Also if they open a clients files they need to be able to see emails quotes and invoices that relate to the client. If the client send pictures etc this also needs to be available on this system. On the client base it also needs to show clients accounts and shows rep who has paid what and what balance is left on each account. (each client needs a client number as soon as their file is created, this client number needs to be on all quotes, invoices, emails etc so that the system recognizes these items so that when they are created they are automatically assigned to that client)
Sales - When a quote is confirmed I want headoffice only to be able to confirm a quote. If a client confirms they want the quote actioned, the consultant/rep with click the confirm 'quote to invoice' button - also have the option to send notes with the quote where the rep can specify items to left off invoice or price changes which will send an invoice request to head office. Once head office receives request for invoice have the ability to produce invoice automatically off the quote and then add/change or delete items off the invoice then submit back to rep so rep can send to client. Once rep receives they need to have the ability to email it direct to that client. On invoices they also need to have a catagory section for each item on the invoice (this will be hidden from the clients copy and is only for commission purposes).
Comission (unique for each rep)- I want once invoices are complete for their to be a commission section where is calculates where their comission is at and when it can be claimed. So once an invoice is entered those items are individually added to the commission tracking system (different catagories have different commission rates). Also commission is $50 when the deposit is made from a client and then the balance on completion of invoice paid by client. I want the system to recognise that and tally up what is owed each week to the rep. I also want it to recognise when commission has been paid for the week. I need the ability to change payment periods from weekly to fortnightly or monthly.
I want this commission area to also have the ability to show graphs of previous sales.
Order Tracking - For each order need to be able to track progress, payments, when order placed, when it is sent and tracking number
- I would like their to be a logon page where clients can go into access their page. It would be a unique logon and password generated by the system. All they will be able to see in their account, payments, quotes (client version) corresponding emails, and invoices (client version).It will also show tracking of their parcel.
I want the ability to add and remove features of this site and continue to improve it for the benefit of my reps
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