Describe the project in detail.
Solution I want to switch to a digital system. I designed a quick mock up to show what functionality I need, check: http://beamerverhuuramsterdam.nl/sys/ I did not spend a lot of time on designing so the current setup looks quite ugly.
The final system can look nicer, although it’s a back-end system, so it’s not visible for customers, so good looks are nice, but not essential. I have now used html frames, because it’s the only technique I know with which I can show what I need.
I will mostly use the system on a small mobile phone with Full-HD resolution, and not everyone has sharp eyes, so mobile friendliness is VERY essential.
Project New order Here on the left I click on the products to add them to the order. Products that are already rented out, are greyed out and un-clickable. If a customer wants something unique, like a special cable, I can also add it.
On the right, the price is calculated. The total price is calculated according to a formula that is working on my webshop. The code can be copied. It’s something like First day full price, rest of the week 25% day price per day, rest of the month 12,5% day price per day. I can give the customer a discount. I can add delivery service, installation service, and pickup service. These prices are independent of the amount of days.
Clicking on a product in the new order form on the right, removes it from the order. I can set the preferred payment method (Betaalmethode) and I can choose a Verhuurder (person who rents out to customer, me or a colleague, first name only).
When I’m ready, I click on Verwerk / Process. This saves the data to use for the Contract. Project Contract The information given by the Order is used to fill in the blanks on the contract. The products (without description) are added, the rental period From date/time Until Date/time are added, the final price, the payment method and the deposit (Borg) is added.
Also the renta/verhuurder name (Bart Hogebrink), the huurder/customer, the company name, the mobile phone nr, the email address and the choice if the customer needs a Factuur/invoice yes or no option. (Default NEE(No), can click on YES to make Yes larger/bold and save this request to the system. Finally the customer has to sign the contract. After signing, I can submit the info to the system.
If the customer wants a last minute change, there is a back-button to go back to the order form and make the change. After submitting the form, both I ([email protected]) and the customer get an email with the contract, preferably including signature.
In a small font, totally below, Order details are added to see exactly what equipment was rented out. Project Inventory In the inventory, the product list is maintained. New products can be added, and by clicking on the product on the left list, the product details can be edited.
Also here the can be moved up or down the list, within the category of products. Also categories can be added or edited. And Verhuurders (rental colleagues) can be added / edited with a first and family name. End completely below, on the right, there is a list of material that is currently rented out and thus not available (not visible in this example, but visible online).
Project Open Open shows what orders are open / not finalized. There are some lists: • Out, to be picked up. Here is shown what products/projectors were delivered to a customer and have not yet been picked up, so it shown what still needs to be picked up. The idea is to get these orders down the line.
When it’s picked-up, the colleague clicks on Picked Up. When the customer requested an invoice, it goes to the list Returned, but no invoice made. When the invoice is made, the colleague clicks on Invoice made. And it goes down again to invoice made, but not yet paid or to Finished, dependent on the payment status.
Also, return times can be edited by clicking on them, and paid status can be changed. And the contract can be viewed / opened in a new window. The Finished list can be downloaded, as xlsx or excel of .csv or similar. Notes can be added and edited. Project Finance The finance section is nice to have, but not essential at this time. It calculates the income per week / collegue.
What was the team composition?
They involved 4 team members. one was designer, second one back end developer, third one was front end developer and last one was project manager.