Basic - website based CRM w/some basic accounting features
$30-250 USD
Paid on delivery
Fuel Customer Accounting Site
The site should be made up of tabs. No graphics needed.. just functionality.
Site will be hosted directly on the workstation thats being used. It will be used to maintain sales receipts for customers - and use those
stats to determine pricing and recall how much fuel racers purchased. It would be preferred to use just php - so the installation on the
workstation is easy and simple
Tabs >> Dashboard / Customers / Reciepts / Back Office
Needed information to maintain on customers
First name / Last name
Phone number
Other number
Email address (not required)
Discount Level (set by admin while adding new users)
Auto Discount Level -- based on the customers purchases - via gallon
Back office Description
Need ability to add the fuel types - with a description - and the price for that fule type.
Need ability to set the percentage per dollar that a customer gets charged for not paying cash. If a receipt payment method is
Visa / Mastercard / Discover -- there is increase that the customer must pay if using these paying methods. I need to set and
it needs calculated automatically on the receipt.
need to be able to set the discount levels -- which will be basically a label and a discount based per gallon. Please
understand some sales will be based on how much money the customer has.. Example a customer might say give me $20 dollars
worth.. so the receipt page needs to have that option and the discount would be applied to how many gallons were bought.
Lets say the fuel is $2.90 per gallon. and the customer says give me $20 worth. The receipt would have a place to put in
the amount the customer is spending.. which would figure out how many gallons the staff member would pump. This would be
6.896 gallons. rounded up to 6.9 gallons which is what the discount will be. Meaning if the discount level is $.10 (10 cents)
per gallong.. this persons discount would be 6.9 times .10 - $.69
Need to have another discount level.. called Auto-Discount. This is a discount based on how many gallons the customer has bought
during the last 120 days. I would be able to add the levels.. and how many gallons needed for that level - then how much per gallon
the discount would be.
Configuration for the email side of it -- should have ability to send email via Gmail.. ie SSL
Receipt Description Tab
Should have the client listed at the top.. a new invoice would have a drop down to select existing customers or first choice on the list would be add new.
The field should allow the ability to start typing the customers name - and it would match either last name or first name.. showing those matching allowing
the user to select it. (this is required to move forward)
When customer is seleted -- it would show the customers total fuel purchased to date and the discount level based on that gallon purchase history.
Somewhere at the top should be ability to select Payment Methods >> Cash / Visa / Mastercard / Discover / Charge (this is required to move forward)
First column of the sale line would be fuel type selection. Second would be the description which is automatic based on the first column)
Third - would be how many gallons they are getting -- which would determine the cost.. but some how need ability to put in a dollar amount for
customers that want to buy based on how much money they have.
Most sales will only be 1 or 2 lines -- but lets give it the ability of just 5 lines (meaning sales items)
System should maintain each clients purchases.. to determine discount level -- and also charges until paid.. if charge is selected.
Notes >
Would like receipts emailed -- not in a form just an email showing what the racer bought / how much / when / cost.
Project ID: #4314673
