Product inventory and quotation/invoice/sales order module, with images

Product inventory and quotation/invoice/sales order module, with images

We have a couple of potential projects of the nature below and need a rough quote for a Zoho Creator app that will do the following: 

 A product catalog style app that can contain images of products, categories, sub categories, size, colour, weight, details etc., plus a main image and a thumbnail. The thumbnail will be used below. It should allow the administrator to add more fields as required. This should be maintained by the admin, so that they can add all of the product range and Units of Measure, sizes etc that are relevant to their business. Items of interest should be able to be added by sales to a Qotation that is associated with a sales Potential in Zoho CRM, BUT the Product management and Quotation parts need to be done in Zoho Creator due to the image requirements for the products. Totals should be calculated as normal then the quote needs to be exported as it can be in Zoho CRM. 

 In sort, the process needs to mimic Zoho CRM, but allow for images 

  • on the product record - I think a large and thumbnail image field would suffices, and 
  • the thumbnail needs to be displayed in the Quotation. 

 The Quote related information needs to be synchd back from Zoho Creator to the Zoho CRM Potentisal when the Quotation is approved so the sales person knows what products the lead is interested in and the total sale amount. The process continues: The Quote (in Zoho Creator) needs to be able to convert to an Invoice and Sales Order, also with the images displayed in the line items. When a sale is closed won, the stock levels for the products ordered should be adjusted in an inventory module. The Quote can look like as the standard of Zoho CRM quotation. But it would need to pull in the Account details and show the selling company details of course, in short: the same as the standard functions in Zoho CRM but the key difference again is the fact they want to store IMAGES on the products and display them in Quotes, Invoices and Sales Orders. Admin should be able to edit the quote template - this also can be the same functionality/editor as the current CRM editor - ie to allow editing of layout, the app needs to be generic so that it can be used by any business. 

Creator product management should be done from within the CRM using a web tab, if possible, giving the appearance of a seamless app. This would need to be developed as a custom app, that can be re-used for various verticals, therefore the building of the product catalog must be really generic, and allow admins to add whatever categories, sizes, measurements as required. 

 We would need complete ownership of the app, and it needs to be designed in such a way that we can plug this into various instances of Zoho CRM for various business who have been requesting this functionality. I do hope this is possible. Therefore we will also require step by step instructions on how this is done so that we can do it after the first instance. A detailed list of design requirements can be supplied but for now I am after an approximate ball park figure only, to have this developed and then we will confirm next steps. Please let me know options and whether anyone is interested.


Budget : $500 | Duration : 2 months

To leave a private message, please click the link for private response in post Action section.

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方