Technical task for the development of a CRM system
General information
The CRM system is designed to manage employees, clients, tasks, production, product delivery, and generate QR codes for the company's products. The system should ensure effective communication and coordination between different company departments, streamline process management, and ensure timely task completion.
System modules
1. Employee management module
Sections:
• Employees
• View the list of employees.
• View information about the employee (full name, position, contact details, assigned tasks, their status, and completion time).
• Add and edit information about employees.
• Tasks
• View the list of tasks.
• Create new tasks (title, description, responsible employee, deadline, status).
• Automatically send notifications to employees via Telegram bot about new tasks.
2. Client and management module
Sections:
• Clients
• View the list of clients.
• View detailed information about clients (contact details, order history, status of current orders).
• Add new clients and edit information about existing ones.
• Document generation
• Enter information for cost calculation (required information depends on the selected door type).
• Automatically generate a commercial proposal based on the entered data.
• Save and export commercial proposals in XLSX format.
3. Product delivery module
• View delivery information for each order.
• Name of the company responsible for delivery.
Product information
• Vehicle information (number, type).
• Manager and driver's full name.
• Driver and manager contact details.
• Delivery status (in progress, delivered, delayed).
4. Logistics and supply module
• Synchronization with 1C for automatic update of warehouse material information.
• View the list of materials.
• Set a minimum recommended stock level for each material.
• Automatically mark materials that need replenishment.
5. Production management module
• Order information.
• Assignment of production tasks for each order.
• Fill in production tasks and their deadlines.
• View the status of production task completion.
• Mark tasks completed by responsible employees (additional quality check mark, or defect return).
• Track the timeliness of task completion by each production department.
• Determine the estimated completion date of the order.
6. QR code generation module
• Generate a unique code and QR code for doors.
• Enter necessary information about the product.
• View information about doors by scanning the QR code.
• Display production stages and their status (ready/quality checked, defective return).
Technical requirements
1. Frontend:
• The interface must be responsive and user-friendly on different devices.
2. Backend:
• Data storage in MongoDB database.
3. Security:
• Implementation of user authentication and authorization.
• Data protection through HTTPS.
4. Integrations:
• Integration with 1C for data synchronization on materials.
• Integration with Telegram bot for sending notifications to employees about new tasks.
• Ability to export commercial proposals in XLSX format.
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