We need a Internet System to improve the way a customer get a quote from us. When a sales representatives logs into this system, he/she will select a customer, select items to sell, input price and the hits 'submit' button, then a PDF file is prepared on the fly, with predefined paragraphs and input information.
Once is reviewed and sales representative hits the 'submit' button a mail is sent to customer, sales representative and supervisor.
So what it is need is:
- A customer catalog.
- A sales representatives catalog.
- A supervisors catalog.
- A products catalog.
- A Quotes catalog.
Add/update/delete on all customers.
Add/update/delete sales representatives.
Sales representatives can:
Add/update on their OWN customers
Quotes are stored, even if they are not sent to customers mail.
A status field is included for a quotes.
Sort and search functions for all catalogs is required.
We are not tracking inventary.
Write on PM if additional info is required.