Skip to content

Companies

Jump to bottom
KostaVlev edited this page Mar 15, 2017 · 1 revision

The Companies module is taking care of the incoming Inquiries from customers. Customer is a Company which have a Project which needs to be done. Ones Inquiry is received, the Employee who received it has to assign it to other Employee/s. When the assignees reviewed the Inquiry and if the provided information is incomplete and Offer can not be made then Info Request has to be send to the customer. In response the customer is sending back message and files. This process can be repeated until all the required information is gathered and Offer is sent to the customer for approval.

When Offer has been approved by the customer then Contract for the offered Project has to be prepared and send to the customer.

Most significant Companies objects

Company

Company characteristics:

  • Name - The company/customer name.
  • Registration number - The company registration number.
  • Vat Number - The company VAT registration number if any.
  • Office Email - The company contact email address.
  • Office Phone - The company contact phone number.
  • Address - The company contact address.
  • Shipping Address - The company shipping address.
  • Employees - The company employees - contact persons if the company is customer.
  • Projects - The company projects.

Offer

Offer characteristics:

  • Sent At - The date when the offer is sent to the customer.
  • Revision - Number of the offer revisions.
  • Last Revised At - The last date when the offer is revised.
  • Html Content - The offer content.
  • Is Approved - Indicates if the offer is approved.
  • Approved At - The date of approval.
  • Shipping Address - The company shipping address.
  • Inquiry - The related customer Inquiry.
  • Sent By - The company employee who sent the offer to the customer.
  • Contract - The related contract if any.

Company Contract

Company Contract characteristics:

  • Date - The date when the contract is created.
  • Revision - Number of the contract revisions.
  • Last Revised At - The last date when the offer is revised.
  • Html Content - The contract content.
  • Is Approved - Indicates if the contract is approved.
  • Approved At - The date of approval.
  • Created By - The company employee who prepared the contract.
  • Offers - Related offers.
  • Attachments - Related attachments, documents etc.

See also:

Return to Home

WilsonTM is under BSD 2-Clause License.

Clone this wiki locally