Customer Reporting Dashboard

Customer management dashboard where customers can run reports on their sales data. Dashboard must be built with PHP.

We are looking to achieve something similar to this: [login to view URL]

Data will be uploaded from Sage200 and from three separate databases. Script must include ability to import this data and save it to a database using a queue system. Additional column on each table should be used to store which database the information has come from.

Sample SQL can be provided where needed..

Table data that will be imported is:

AlternativeItem - Lists products alternative items

AnalysisCode - Analysis code names

AnalysisCodeMapping - Maps analysis codes to SOP, POP, SL, or Stock Items

AnalysisCodeValue - Analysis code values

DocumentStatus - Lists all possible documents status

POPOrderReturn - Header information for purchase orders

POPOrderReturnLine - Detailed line information for purchase orders

POPReceiptReturn - Header information for purchase order receipts

POPReceiptReturnLine - Detailed line information for purchase order receipts

SLCustomerAccount - Customer account details

SLCustomerContact - Customer contact details

SOPAdditionalCharge - List of additional charges

SOPDespatchReceipt - Header information for despatches

SOPDespatchReceiptLine - Detailed line information for despatches

SOPDocDelAddress - List of delivery addresses

SOPInvCredAddress - List of invoice addresses

SOPInvCredDelAddress - List of invoice delivery addresses

SOPInvoiceCredit - Header information for invoices

SOPInvoiceCreditLine - Detailed line information for invoices

SOPOrderReturn - Header information for sales orders

SOPOrderReturnLine - Detailed line information for sales orders

StockItem - Detailed list of stock items

Include cards to show server status of all websites. Check status of all stores every 5 mins and update ServerList entity with current status and date/time last checked.

Server Status Cards Should Include:

Cards to link to each platform if clicked.

Can add this to the menu bar or top bar.

On hover show when last checked.

Dashboard must also have an entity for:

CompanyList - Admin editable list of companies which a user can be associated with. Will be used in generating reports to display on company data the user is associated to.

Name

Logo

Icon

CustomerPermissions - List of permissions for what each user can do, stored as a group and assigned to a user.

GroupName

CanViewReports

CanViewProducts

CanViewStyles

CanViewSales

CanViewExtendedProductDetails

CanViewProductPrices

CanViewStock

CanViewPurchaseOrders

CanViewPayments

CanViewInvoices

User - List of users with access to dashboard. Links to CompanyList, and CustomerPermissions.

Email

Password

FirstName

LastName

Company

Permissions

ServerList - Admin editable list of our online stores. Used to store current online status.

ServerAddress

ServerStatus

LastChecked

ServerStatus - List all checks that have been made. Links to ServerList.

Server

Status

Checked

Must include a login system where the user HAS to be logged in to view the dashboard. All other users are redirected to the login page. New accounts should be created from an admin page.

REPORTING:

List all part shipped orders and their items, added into a pivot table. Data from all warehouses.

List all part shipped orders and their items, added into a pivot table. Data from a specific warehouse (add [login to view URL] to WHERE clause).

List all part shipped orders and their items and include when stock is expected to arrive into warehouse (will also need to join POPOrderReturn and POPOrderReturnLine tables and return [login to view URL]).

PERFORMANCE DASHBOARD (see images):

List total spend by region, displayed as a chart.

List total orders received by region, displayed as a chart.

List orders despatched by age.

List order despatch status.

List total orders received.

List age of orders not despatched.

Evner: PHP, MySQL, SQL, JavaScript, HTML

Projekt ID: #33973659