admin1. Branding and Document Handling:
Company Branding:
Integrate the company logo and color branding throughout the Zoho system.
Data Layout:
Ensure a consistent field and data layout across the system.
Implement a consistent field and data layout on printed forms/emailed documents.
Watermarking:
Enable watermarking for all forms printed/emailed.
Implement the ability to watermark external documents.
Develop a feature to import product images into received inventory.
Allow the import of external documents into the inventory.
2. User Permissions:
Define and implement user permissions based on roles (Admin, Salesperson, etc.).
Assign permissions for viewing, editing, and creating records.
Implement role-based access to sensitive information.
3. Account View:
Develop an interface for the Account View module.
Include fields such as Customer Name, Salesperson, Account Type (Customer/Supplier), etc.
Implement user permissions for sensitive fields.
Capture and display account details, including shipping/billing addresses and contact information.
Create a notes field and the ability to attach external documents to the account.
Auto-populate account-specific information.
4. Supplier Information:
Design a module for Supplier Information.
Include details such as Supplier Name, Address, Contacts, and Payment Terms.
Implement user permissions for supplier-related data.
Capture and display purchase history and relevant information.
Auto-populate supplier-specific information.
5. Entering Customers’ Requirements:
Develop a module for entering customer requirements.
Allow auto-population of customer information.
Include fields for Part Number, Customer Part Number, Description, Quantity, etc.
Enable the import of customer requirement spreadsheets.
6. Product Availability Search:
Design a search functionality for product availability.
Include filters for Part Number, Manufacturer, Quantity, etc.
Provide notifications for re-order and inventory level alerts.
Display the history of sales, quotes, inventory, customer requirements, and invoices.
7. Customer Quotes:
Create a module for managing customer quotes.
Auto-populate account information.
Include fields for Quote Number, Date, Line Items, Quantity, Price, etc.
Allow the addition of quantity price breaks.
8. Sales Orders:
Develop a module for managing sales orders.
Auto-populate relevant information.
Allow the addition of multiple line items.
Include fields for Shipping Method, Required Due Date, etc.
9. Supplier Purchase Orders:
Design a module for managing supplier purchase orders.
Auto-populate data from the account and supplier information.
Include fields for Shipping Method, Required Due Date, etc.
10. Receiving Inventory:
Develop a module for receiving inventory.
Capture data from supplier purchase orders.
Include fields for Quantity Received, Date Code, Lot Code, etc.
11. Packing Slips:
Create a module for generating and managing packing slips.
Auto-populate relevant information.
Include fields for Line Items, Quantity Shipped, Quantity Backordered, etc.
12. Invoices:
Develop a module for managing invoices.
Auto-populate relevant information.
Include fields for Shipped Date, Quantity Shipped, Price, etc.
Enable the sending of Order Shipping Confirmations.
13. Print / Email Documents:
Implement functionality for formatting and sending documents with watermarks and terms/conditions.
Include options for Packing Slips, Quotes, Purchase Orders, Invoices, etc.
14. Documents Required:
Create a central repository for documents.
Auto-populate data to Documents module.
Implement the ability to print multiple versions of labels.
Enable electronic signatures for document signing.
15. Reporting:
Develop reports for Backorders, User Activity, Re-order notifications, and Inventory levels.
Implement custom reports based on user requirements.
16. Integrations:
Integrate with 3CX Phone System, Office 365, UPS, FedEx, and DHL Shipping.
Ensure seamless data flow between Zoho and integrated systems.
17. Testing and Debugging:
Thoroughly test the integration to ensure data consistency and proper functionality.
Implement debugging mechanisms for issue identification and resolution.
Conduct user acceptance testing to validate system usability.
18. Training and Documentation:
Develop user manuals and documentation for system usage.
Conduct training sessions for end-users and administrators.
19. Maintenance and Support:
Implement a regular maintenance schedule for updates and improvements.
Establish a support system for addressing user queries and issues.
Posted On: January 19, 2024 21:55 UTC
Category: Scripting & Automation
Skills:Zoho CRM, Zoho Creator
Country: United States
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