Project Specifications (Private)

What is should do:

Sales Management

- record sales transactions

-> customer (primary)

-> number (primary, child, a component of customer)

-> amount

-> product code (can be left blank)

-> date made (to be filled in manually, or a checkbox if same date)

-> time sale is made (may be left blank to indicate that the sales was done only on the day specified, and no specifics on time)

-> transaction details (a textbox / comment box about special cases or details about the transaction, 1 comment box per transaction)

- record payment made

-> append as part of new transaction

-> select which transaction to pay if unpaid

-> payment (should be a separate table) (indicates independent payments, underpay and overpay, that will be reflected on the Client's Credit table (db), report or list (page))

--> amount

--> date paid

--> time payment is made (may be left blank to indicate that the sales was done only on the day specified, and no specifics on time)

--> remarks (for purposes of notes, or to indicate special cases)

Client Reports (credit & sales report can be integrated)

Credit

- shows all the clients and their credit (0 (zero) for fully paid and no outstanding balance or extra credits, - (negative) for underpaid, and + (positive) for overpaid)

-> shows per client, the total credit

-> Client

-> total credit

-> Number/s

-> credit per number

Client's Credit Report (individual)

- automatically compute for the total unpaid sales per person (per customer / per every number of customer) (important)

-> add remarks (either 1 or unlimited number of comments) for unpaid transactions (may be shown as a number indicator of how many remarks there is in a transaction. the number of remarks can be reflected on the list item which changes colors depending on the gravity or number of remarks (less than 5 - green, more than 5, less than 10 - yellow, more than 10, less than 15 orange, more than 15 - red)

Sales

- automatically compute for the total sales per person (#3) - for the purpose of determining trend, minor

- also allows viewing of transactions (all transactions (paid/unpaid)-all customer [limit number of results per page, on the settings page], all transactions (paid/unpaid)-selected customer [limit number of results per page, on the settings page])

Client Information

- allows to view client profile

-> client ID

-> client name

-> client registered number/s (and date added, status (active/inactive or disabled))

-> client total sales

-> client credit

-> list of client transactions (all)

-> list of client transactions (paid)

-> list of client transactions (not paid)

-> list of payments (indicate if paid already on the transaction time, or if on a later date)

--> view remarks per transaction

-> list notifications (views all the tagged/marked/flagged "unresolved" transactions with remarks)

- allows adding/editing/disabling of new/existing cellphone numbers

Reloading System

Load/Credit Balance Reload Notification

- reminds or send an urgent message about load credits when reaching a certain point (P50 to P100) - integrates the total payments

Record Reload Transactions

- records reload transactions and details

-> amount

-> date

-> time (optional)

-> location (optional)

View Running balance

- allows instant view of available credit, may be made persistent throughout the system

- displays a list of all transactions and the resulting Running Balance (limited results per day / week / month, or whatever range specified; limited number of results per page, settings)

View Accumulated Earnings

- this will have to be manually computed, seeing how much the payments has exceeded the recorded sales)