This project is an enterprise resource planning system designed for Suren Cooke Agencies(PVT) Ltd. The main objective of this system is to integrate all the information of the company into a single system. The main goal was to develop a cloud-based system with a single database where all the employees and the owners can access it from anywhere.

User Interfaces

Product Scope

The overall scope of the project is consisting of 8 functions which support the main scope of the system to build an integrated and automated system.

Customer management:

All the customer details are stored in the Customer Management section. An authorized user can Add, Update, View, and Delete customer details using the provided UIs. After adding a new customer to the system by filling the form, that customer details are saved in the database. The receptionist can update customer details from the Update page. If the company wants a customer report, the system can generate a report, and also Receptionist can view a customer profile if there is a need for more customer information. If a customer resigned or the Receptionist needs to delete the customer information from the database it can be done by the delete function.

Inventory management:

According to inventory management, it allows the company to manage the stock efficiently. The inventory manager can add an item through the system by adding Item name, Supplier name, Quantity, Price, Brand, and Description. The system will carry the data to the database and save it. By clicking the view items on the inventory, we can check the items on the stock in the current situation. As well as, the systems allow updating the item details as required through the update page. If the inventory manager needs to delete an item from the database, it can be done by the delete function. At lastly, an inventory report can be generated for any given month and go through the details on inventory.

Job management:

The job management feature has all the necessary features to manage all the job-related functions. When there is a new quotation the operational manager can insert new a job by filling the Add job form. Then these details will be stored in the database and they will be displayed in the job dashboard in chronological order by categorizing them into this week and this month. The operational manager can update the job information by filling the updated job details form. The operational manager can delete jobs when the jobs are completed. Finally, the operational manager can generate job reports by specifying a start date and end date.

Quotation management:

The sales representative can use the quotation management feature to manage his quotation. He can create a new quotation for a customer by filling the Add quotation form. Then the information will be stored in the database and the sales representative can view the information using the quotation list page. He can update the quotations if needed by filling the update quotation form and deleting a quotation if needed. He can also generate quotation reports within a time period through this feature.

Invoice management:

The finance management system manages all the invoices and payments. Users can add, update, view, and search invoices and payments. As well as deleting a record from the database is also feasible for invoices and payments. An invoice is created after requesting the quotation ID. Payment is created after requesting the invoice ID. When the invoice is creating the user enters details and automatically calculates due amount, discount and vat. Further, automatically get total to invoice according to quotation. After all invoices are created, the system can generate a monthly invoice report.

Supplier management:

In the supplier management function, the addition of new suppliers can be done by adding the necessary details. After the addition, new supplier details are added to the supplier list. In the supplier list, there is a view button to view the details of the individual supplier. From the supplier profile page, the user can update or delete the details of the supplier. If the user wants to update the supplier details then he/she can update the details by referring to the update page and if the user wants to delete the profile, it can be deleted permanently. From the supplier report page, users can generate the report of the suppliers within any time period that they want.