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VTiger Quickbooks Specialist to Utilize VTiger for Invoicing, Payments, PO's, ETC

We are looking for an experienced Quickbooks Web Connector developer that has used VTiger Open Source CRM system. We are going to be switching over from using Quickbooks and then syncing to VTiger for CRM purposes to doing all work in VTiger and syncing to Quickbooks for accounting only. These are the functions we are looking to have done.

Products -

Product Cost needs to be associated with an expense account for Quickbooks - COST OF GOODS SOLD for example

Bring in product name, product model, retail cost from website including attribute options.

Payments -

Need to input a field for Paying out orders using Paypal, Wire Transfer, Check, Cash, BML, Net Terms, other.

Credit Card - Need to integrate [url removed, login to view] api and receive payment to customer account.

Paypal - Need Input for Amount Received, Transaction ID, and auto calculate paypal fee for recording in Quickbooks

The Invoice can only be created when payment or deposit is applied. Orders with balances need to show in a OPEN Order report. We need to have Payments Applied and Balance Due under GRAND TOTAL.

Payments or open balance need to be calculated and shown in the customer MORE INFORMATION history.

Once a Sales Order is Paid, it goes into a Queue or use Status like we do in QB waiting for manager approval to become an official Invoice. After approval and invoice is generated, related Purchase Orders or Internal Ready to Ship can be made or selected. This process discussed below.

Purchase Orders -

Next to each item on the Sales Order will be a check box for either VR Stock or Dropship.

When the item is checked with VR Stock, this brings up the item info and shipping type to the Shipping Manager in a Queue so he/she knows what to ship.

When the item is checked with DROPSHIP, when the order becomes an invoice, a Button that Says GENERATE PO will appear next to the line item and the manager approved invoice will then allow sales rep to create a PO to the assigned vendor(s). We need to have the ability to change vendors if need be or change shipping type on this automation.

If multiple items per invoice using multiple vendors, we need to create a shipping line for each PO with information on shipping type.

Certain things will not allow the document to be created if field is set to required and not filled in. IE Price.

Purchase Orders will popup in a Queue that can either be emailed as a batch or 1 by 1 to the vendor.

The Purchase Order must be associated back to the Invoice corresponding line item like we do now in qb and in the customers MORE INFO section.

The Purchase Order needs to be tagged/stamped like Quickbooks with SENT once emailed.

Sales Orders, Quotes, Invoices Product Details -

Need a input field between Product Name and Stock called Attributes where text can be entered.

I need to have a field or drop down for shipping to select service that we input values. 2day, 3day, Overnight, Ground, Freight, etc. Also the Carrier Type: Fedex, UPS, USPS, Freight. This amount will be manually entered in and not calculated.

Returns/RMA's -

Returns or Credits need to be its own form. This would be a negative affect to customers account so we would have to be able to run credits with [url removed, login to view] if possible. We could also have an option for this to be "Store Credit". This would require saving the $$$ amount to the customer account so if they ordered again, it would show how much credit they have to use. If they use over the credit amount, a DIFFERENCE would be shown This would have to have manager approval.

RMA's would be a form to generate a return authorization back to Vivid. This form would have the item information, a reason for the return, and instructions to be printed out.

The biggest challenge here is writing all this data back to the appropriate fields in Quickbooks a couple times a day for accounting purposes. This will have us using VTiger as the main function for processing orders and payments.

Kemahiran: Intuit QuickBooks, MySQL, PHP, Kejuruteraan Perisian, vTiger

Lihat lebih lanjut: auto form, vtiger quickbooks purchase orders, writing invoice, writing check cash, wire transfer paypal account, wire transfer paypal, web developer quotes, web crm developer, values report writing, ups drop box, ups customer service, ups api status, type accounting system, type account accounting, so specialist, software developer looking sales, software challenge, she knows, retail store manager, recording accounting, quickbooks software price, quickbooks api php, paypal status says, paypal payment web developer, paypal developer challenge

Tentang Majikan:
( 0 ulasan ) Gilbert, United States

ID Projek: #4032436

13 pekerja bebas membida secara purata $4220 untuk pekerjaan ini

WebBizSolution

I run European website design firm with years of design experience personally developing over 300+ websites. I can also provide a list of references from past customers if you'd like. I'm not the cheapest you'll find, Lagi

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myzealit

Hello, Thanks for posting the project on Freelancer. We have gone through the requirements and have some queries over it which we have sent on to your PMB. Kindly review the same and answer the queries so that Lagi

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hunterboss

Hi friend We are CRM Experts and We am sure we can develop for you

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dinotech

understood your requirement and ready to start......................

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bksriharsha

============================ Paypal and authorize.net API Integration Expert ==================== Hi , I am interested in taking this project. Please check my PMB for more details.

$5000 USD dalam 30 hari
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5.7
ConsultingOnline

Good Afternoon! My name is Chris Abdey and I'm quite intrigued by your CRM project. After reading the description, I am confident we can switch over from quickbooks to Vtiger and implement the desired requirement. Lagi

$4500 USD dalam 30 hari
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precioussoftware

Hi, Thanks for sharing your insights with Precious Softwares. Our company background, current work and work reviews will make you sure about our experience, capability of project deliverance and quality. Kindly ch Lagi

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Appication79

I am ready to assign 1 designer and 2 PHP programmers for your project, please check PMB for previous websites we have developed and decide the best team accordingly. Thanks

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getveltrod

Hi, Veltrod Software services is a global software consulting company specialized in providing Mobile applications, Social media frameworks and eCommerce solutions. Leveraging best-in-class people, processes, and te Lagi

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infotechwuxi

Hi, this is Brooks from Wuxi Information Technology Inc (China). We have checked the project and we hope to discuss further with you about the project. Our strengths: 1. Rich experience in cooperating with compani Lagi

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cubski

Hi Dan, I'm a software developer specializing in developing custom Quickbooks solutions. I have a different proposal that doesn't use the Quickbooks Web Connect which is a much more suitable solution for your needs. Ki Lagi

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smackcoders

I am Vtiger and sugar crm Expert, who worked for Vtiger CRM company wish to work in this project. My previous experience is, I worked for the product vtiger CRM from 4.x to 5.1.0 in vtiger CRM company. You can also ver Lagi

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Q9LBlx42Z

We are freelance software developers. If you contact me I can give a quote for your project and we can discuss the details. The Administrator removed this message for containing contact details which breaches our Terms Lagi

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