Project Detail

Description

Revenue Management Tool

General Aspects:

1. Tool application would be web based in PHP and I require database backup link.

2. Their would be 4 different logins categories

• Owner
• Business Development division
• Data operators

3. Owner would have by default admin rights and should be able to give admin rights privilege to one or more members.

4. Apart of owner, no login should be able to email these details or data base, not even those members who are having admin rights.

5. Security of data is Primary issue.

6. Header Tag:
Revenue Management
Reports
Logout

7. Navigation Tag:
Bed Debts
Delay Payments
Expected Payments
Refund
Client Search
Add/Edit/Remove Reminders
Add/Edit/Remove Mile Stone or to do


8. Owner of each reminder should be able to share reminder details with one or more than one member of same or other login. For example – If BD “A” set a reminder and wants that reminder should be display or mailed by tool application to PM of division “X” and ADMIN than he should be able to do same.


9. Company name would be fix field nobody would be able to change it apart of owner.

10. We Require Source code.


Revenue Management:
• List of all payment received in current month (Admin)
• List of all payment received that are of that BD/ Mangers in current month (BD)
• Should not be display
• Same screen that admin have

3 Level Sort (Filter) option
Information would be display in Module “X” format.


Client Search:
1. Search via:
2. KWD
3. Client Name
4. Project
5. Communication ID (Multiple)
6. Paypal ID (Multiple)
7. PIN
8. Client Loyalty
9. Client Rating
10. Random Search

Display Format:

Client Name: Loyalty:
BD Rating:
Communication ID (Multiple)
Pay pal ID (Multiple)
Agency/New




Type of Service – Division
PIN
Project Name
Start Date
Expected Completion date
Delivery Dates – all
Payments – Date
Amount
Type of Payment


Option to add to do and reminder at same screen also.


1. Bed Debts:

Option to add/edit bed debts.

This week
This Month
Last 6 Months
In between (Date from……. To date……)
Overall
Clients
BD(s)/Manager
Division(s)/Company



2. Expected Payments:

Option to add/edit Expected Payments.

This week
This Month
Last 6 Months
In between (Date from……. To date……)
Overall
Clients
BD(s)/Manager
Division(s)/Company

3. Refund:

Option to add/edit bed debts.

This week
This Month
Last 6 Months
In between (Date from……. To date……)
Overall
Clients
BD(s)/Manager
Division(s)/Company

Admin Rights: Report TAG Output:

1 Revenue Received: Members need report for that. We require 3 level filter (sort) option for display information like Excel. We want details in numbers and %. Search Parameters are:

Today
Yesterday
Within last 7 days
This month
Last Month
Last 3 month
Last 6 Months
This year
In between (Date from……. To date……)

PIN
Project Name
Project Delivery Date
Project Status
Resources

Mode of payment
Type of Payment
Complete
Advance
Balance
Installment (Multiple)


BD/All/Manager
Company Target – Assign and Achieve
BD Name wise Target - Assign and Achieve
Manager Name wise Target - Assign and Achieve


Division(s)/Company as a whole

Client
Communication ID – Multiple (Search by Any of Them)
Paypal ID – Multiple (Search by Any of Them)
First Name
Company Name
KWD Search

None

2. Option to export in excel

3. Display Format: Output screen would be under following column name

a. S.No.
b. Date
c. Project Name
d. PIN
e. Client
f. New/Repeat
g. Agency/ End
h. Company Name (FIX, Nobody can change)
i. Communication IDs (Multiple)
j. Papal IDs (Multiple)
k. Type of services - Division(s)
l. Deal Amount
m. Received Amount
n. Balance Amount
o. Currency
p. USD conversion (Automatic)
q. Mode of payment
r. BD(s)/ Manager
s. Comments
t. Transaction ID
u. Expected payment Next; if it’s not complete or balance
v. Client Loyalty

4. Reminders directly to mail; should have option to remind daily until don’t mark complete to them.
5. All privilege that other logins have.
6. Admin should only have privilege create/edit new member login.
7. Admin should only have privilege create/edit new Division.
8. Client History (Very Important) means to say when any one edit the data tool should be able to record – which did it, and should ask reason to do this. This history would display on Admin Rights.
9. Admin would only have delete entry option for any information.
10. Home page should have current month company target and achieve target by BD(s)/Manager and Divisions + Mile stone (to do) list and not complete activity reminders.

BD Login:

Revenue Received: BD should able to see own revenue. 3 Level sort (filter) option as per
Module “X”
Targets (Number and %) assign/achieve/left in current month
Reminders
Mile stones
Should have privilege to add/edit Client Details and deal amount.



Data operator Login:
Out put screen would be as similar as admin have but this login operator should not have download or export option.
Inputs:
a. S.No.
b. Date
c. Project Name
d. Add on Project work (multiple)
e. PIN
f. Client
g. New/Repeat
h. Agency/ End
i. Company Name
j. Communication IDs (Multiple)
k. Papal IDs (Multiple)
l. Division(s)/Company
m. Type of services
n. Deal Amount
o. Received Amount
p. Balance Amount
q. Currency
r. USD conversion (Automatic)
s. Mode of payment
t. BD(s)/ Manager
u. Comments
v. Transaction ID
w. Expected payment Next; if it’s not complete or balance
x. Client Loyalty
y. Reminders (on behalf on any member)
z. Mile Stones
aa. Company Target
bb. BD(s) Target/Manager(s) Target
cc. Division Target


These are thae project details, our budget is 350$ to 400$. we have good rating in GAF and are in top 5 buye.