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"DI-FIT" Customized Workflow in OpenERP

DIFIT is a project that offers DME (Durable Medical Equipment) companies the ability to provide diabetic shoes to their patients without having to create a fitting sales network. This project will help to automate the involvement of multiple groups of people and the smooth delivery of products to patients throughout the network.

To start off, here is a narrative regarding the operation of the desired OpenERP-based system from the perspective of the major user categories:

Category One: DME (Durable Medical Supplier)

* Login and Password for multiple users (DME)

* Patient Intake (from DME):

After logging in, the DME will need the ability to input good lead information; patient name, verified eligibility, Rx, and AOB. The system should allow for mass upload or input (more than one patient at a time). Then the system should generate a patient ID number (first name + number), and send lead information to corresponding store & Di-Fit headquarters.

* Status Updates

DME needs the ability to log in and check the ‘statuses’ of each patient’s shoes based on the process defined below.

Category Two: Retail Stores

* Login and Password for multiple users; multiple stores and multiple users in each store.

* Ordering For DME Referral:

After logging in, store will need ability to verify patient through patient ID number and/or confirmation code/number. Once patient is verified, the fitter will need the ability to log the order for shoes and insoles. Shoes- select manufacturer and input the shoe order. The fitter should be able to fill out a product order form and patient intake form, if necessary. Insoles should be the same process, but will be generated through the scanning software provided by the manufacturer. Final ordering step is to submit. The system will then send product order information to manufacture for ordering, and confirmation to Di-fit and the DME.

* Ordering For a Walk-in:

If a patient is not affiliated/sent by a DME the store rep should be able to click a ‘walk in’ button which will allow them to fill out a patient intake form. ***All walk-in orders must go into automatic hold status (No products ordered from manufacturer). An AOB will be signed at assessment and all information will be sent to Di-Fit headquarters to work.

* Confirmation:

The shoes and insoles will then be shipped to the retails store, where they will be married. The retail store will need the ability to confirm in the system that shoes are ready to be picked up. The system should then notify the corresponding DME and Di-Fit.

* Fit and Delivery

After the DME is notified that the patient’s shoes are ready for pickup they will need to call their patient and tell them to pick up shoes in the store where they ordered the shoes.

Once the patient arrives in the store, the fitter will then deliver the shoes and ensure they fit properly (fitting). The fitter will need the ability to have the patient ‘sign off’ (using corresponding signature pad for process) that the shoes fit, and attach the fitting form in the system. The system will send copy of the fitting form to the DME to bill.

* Exchange/Return

Also, the fitter will need the ability to do an exchange where the shoe will be sent back and the shoe (not insole) ordering process will start over. Confirmation sent to both DME and Di-Fit.

Category Three: Di-Fit

* Confirmations

Di-fit will need the ability to confirm all stages of the process and be able to view, by DME, all orders in progress.

* Reporting

Billing- Di-Fit will need the ability to run fitting reports by DME for billing services bi-weekly.

Di-Fit will generate accounts payable reports for the shoe stores broken down by rep

Generate order aging process reports to track all orders, by DME and Store, through the process.

Exchange/Refund report.

*** SEE ATTACHMENT FOR BREAKDOWN OF USERS, DATA TABLES, WORKFLOWS AND REPORTS

Kemahiran: MySQL, Python, Kejuruteraan Perisian

Lihat lebih lanjut: workflow openerp, work log in, work in retail, workflow one, using openerp, supplier manufacturer, select medical, retail sales companies, python updates, python exchange, python button, project intake form, products to manufacture, network system architecture, need manufacturer's sales rep, medical sales rep, medical companies, manufacturer supplier, manufacturer order, hold up sign, hold up a sign, hold sign, good lead services, data exchange network, companies that help generate sales

Tentang Majikan:
( 26 ulasan ) Ashland, United States

ID Projek: #1536418

7 pekerja bebas membida secara purata $7429 untuk pekerjaan ini

Geordanis

Hello I have a little group of developers (2 software architect/programmers and a graphic artist); we have read your project and decided that we can do this work for you exactly the way you want whit all software's req Lagi

$15000 USD dalam 45 hari
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azharkadri

Hi, We are the official partners of OpenERP and have done many customizations including the integration with third party tools etc. Kindly check the PMB for more information

$1000 USD dalam 30 hari
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Infosite

Dear Sir, Let me see your attached file, I would like to assist you in this project. Thanks and regards

$1500 USD dalam 40 hari
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synconics

We have 6+ years of OpenERP experience. We can fulfil all your requirements. We want to go for long-term relationship.

$7000 USD dalam 105 hari
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sushilck

Hi We are OpenERP experts with 6+ years experience including Magento, Drupal,Joomla,SugarCRM Please see your PMB for more details, Thanks, Sushil

$1500 USD dalam 30 hari
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ashesh17jain

Hi, We are a team of developers and designers who are in this field from more than 10 years. We are a web application development, web 2.0 design, social network design and mobile application development. We have been Lagi

$20000 USD dalam 90 hari
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Srikantp

Our company has been into OpenERP since last 5 years starting out right with TinyERP, and have been delivering OpenERP solutions for our partners and customers in more than 30+ countries located across the globe. Pls c Lagi

$6000 USD dalam 45 hari
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