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to be built on the oscommerce code, and will have the same look and feel.
Pay a close attention to SECURITY ! Security breaches will not be tolerated !
Error reporting:
all forms and input should be checked by the server however, before sent to server, all inputs to display
errors using javascript.
2. Make sure that file import using excel will have the column name “Net Price” that comes right
after the “List Price” column
3. make sure Export Excel generates the relative file –OK (Pending)
No Right Permission Access Please contact your Web Administrator to request
more access or if you found any problem.
B) Product Status
1. the product status is controlled from admin>orders.php
Pending - when a user places an order, the order is automatically in pending status
When user placed an order: the status of the order did not shown in mail to user, and in the mail
details: Payment Method: section is blank,
When Status change to Processing: mail to user not require to send Invoice to user,in mail.
Delivered - when order is shipped & delivered, to be manually inserted by an admin
3. upon switching status to “Delivered” an Invoice will be automatically e-mailed out to the client
along with a default text.
D) Secretaries
secretaries have limited permission to use the system
1. have access to catalog, customers, orders and Invoices only !
2. May able to set the order's status from Pending to Delivered
3. May able to set the Invoice status and update Invoices (Pending)
one point in remaining unable to view catelog/product/category Need to test once
Categorie Access:
create Categorie
edit Categorie
move Categorie
delete Categorie
create Product
edit product
move Product
copy Product
delete Product
E) Statements view the report format in the end of this document 2 days task (Implemented but not
completed yet.)
Statements is a section by itself on the OSC left menu, located under Invoices (Catalog, Modules,
Customers, Invoices, Statements)
Statements are grouped-by-client opened invoices, note: client may have some buildings, and therefore
statements per building, for example, lets assume ORAIKO has 2 buildings and here are the open
invoices:
1. On entry, admin will view all OVER ALL statements : date, client, Balance. EMAIL, PDF
2. each statement can be further clicked on and if there is a per building statement, it will be
displayed
3. Search option on top: by Shipping address AND/OR Client's Name OR/AND date range
4. Any of the results from the search will have an option to email a pdf format statement using
the same functionality as in point C13 - admin will be able to email a specific statement to
its relative client , either OVERALL or PER Building
1) Sales Report (view the report format in the end of this document (Done)
− Admin may able to generate reports by Year, Month, Day(default) & by General or specific
client
− Output for a sales report:
Transaction date,
Item #,
Short Description,
Client Name,
Qty,
Total Cost(comes from the cost DB), Showing on all filters
Extended Price, Showing on all filters
Total Gross, Showing on all filters, but field name is “Total Gross Profit.”
Margin Showing on all filters
Grand Total calculated for Qty, Total Cost(comes from the cost DB), Extended Price, Total Gross,
Margin
(http://oraiko-demo.com/ES/admin/stats_sales_report.php?
report=1&startDate=1291014000&endDate=1291186800)
− Admin is able to print out the report from a pdf format
− Weekly report does not show all weeks record, just show recent /current running week.
(Done but not complete report and as order above mentioned not followed, total, extended price,
Total gross, margin, grand total and other calculation as given in pending)
2) A/R (Account Receivables Report) view the report format in the end of this document (Implemented but
some tasks remaining for complete and proper work .)
A/R are all opened invoices
− Searchable By Year, Month(default), Day & by General or Specific Client
− Output:
Customer Code ( the Shipping Address),
Customer Name,
phone,
credit limit ( to be input in customer account by admin),
Balance ( of all open invoices towards this shipping address and this customer),
Past due – summation of the open invoices that are past due towards the specific transaction Terms
Last Payment – last payment made towards this invoice
− Admin is able to print out the report from a pdf format
3) Aging Report view the report format in the end of this document 1 day task
− Aging report outputs open invoices information relative to date. The reference date to be used
for calculation is the date order status set to “Delivered”
− Outputs:
Shipping Address ( as customer code)
Customer Name
Phone
Last Payment
Current (means no terms)
1-30 days
31-60 days
61-90 days
90+ days
Total
Grand Total – Summation of Current,1-30 days,31-60 days,61-90 days,90+ days
− Admin is able to print out the report from a pdf format
G - Quotes
− admin will be able to log in to the system and add products to the cart. On checkout admin ( and
only admin ! ) will have an option to “Save as a Quote”
− Saving as a quote will popup a window to update the client's information or select an existing
client
− Admin will be able to view all quotes, edit, and email the client the quote.
− Admin will be able to “Covert Quote to an Order” a specific quote, in this case the admin will
open an account for the client (if not opened yet) based on the info entered for the specific
client.
The quote will go through the same process as a regular order
H – User Invoices
1. on login >my account, user may view all his invoices, and print them out.(there is no option \link to
print them directly.)
Aging Report format
Shipping Client Phone Last Current 1-30 days 31-60 days 61-90 days 90+ days Total
Address Name Payment
404 River Oraiko Corp 718-654- 07/09/13 $0.00 $787.40 $0.00 $313.00 $0.00 $1,100.40
Dr 4533 for $139
76 Main st Oraiko Corp 718-654- 07/03/10 $0.00 $500.00 $0.00 $0.00 $0.00 $500.00
4533
13 Bing Ave Syscraft 646-551- $0.00 $0.00 $0.00 $87.00 $12.00 $99.00
5111
Shipping Client Name Phone Last Payment Credit Limit Balance Past Due
Address
$1,466.40 $798.00
Sales Report format (the example shows the sales report for ORAIKO for date range 02/01/20 -
08/01/10)
Sales Report
J&S Building Supply Report Date: 10/11/2010 1:12:45 PM
641 Amsterdam Ave
New York, NY 10025
T 212-877-0477
F 212-580-1082
www.jsBuildingSupply.com
Report generated for: ORAIKO 02/01/10 - 08/01/10
Transaction Client Short Description Item # Qty Total Cost Extended Total Margin
date Name of Goods Price Gross Profit
02/13/10 Oraiko Corp Aspirin ASP 1345 50 $100.00 $313.00 $213.00 68.05%
07/23/10 Oraiko Corp Tooth Brash BB5674 1000 $2,199.00 $3,510.00 $1,311.00 37.35%
Transaction Date Invoice # Shipping Address Due Date Amount Invoice Balance
$7,850.00 $7,350.00
Invoice Foramt
Invoice #3324
J&S Building Supply Report Date: 10/11/2010 1:12:45 PM
641 Amsterdam Ave
New York, NY 10025 Account: ORAIKO CORP
T 212-877-0477 Terms: 60 Days Net
F 212-580-1082 Date: 09/31/10
www.jsBuildingSupply.com
Shipping Address Item # Short Description Qty Price per Unit Total
$1,700.00