CRM INVOICE ACCOUNTING INVENTORY WORKFLOW system

PLease also read the attached document. Requirements: CRM/invoice The CRM is required to store leads and customer data. The CRM is mainly required by the sales representatives to generate invoices and record payments from customers. E-commerce The company owns 2 e-commerce sites (BigCommerce and OpenCart), where payment is processed through Paypal and Authorize.net. Accounting Automatically capture financial transactions from CRM, e-commerce, and Vendor/Inventory modules and allocate transactions in the appropriate accounts. prepare payroll. bank reconciliation. Vallue added tax preperations. generate reports. Inventory/vendor management Store all product information including; retail and wholesale prices, quantity on hand, quantity ordered, unit cost etc. Generate purchase orders. Schedule outgoing shipment activities from two warehouse facilities. Workflow Sales and shipment activities for non-ecommerce platform; • Create tentative Invoice (without shipping charge). • Request shipping quote from shipping personnel. • Send invoice to customer (Email/Fax). • Receive payment • Notify shipping department to package and distribute the order. • The workflow will ensure the transactions are properly classified in the chart of accounts. Points of consideration Training material/user guide? Hardware requirements Software requirements Other infrastructure Service agreement Updates Troubleshooting Customization Hosting (if applicable) Price Initial cost (Base rate) Customization Hosting SAAS/In-house hosting /third party cloud Post-delivery Support