Sales tracking module

[giggler]

Is there a module that can be "modified" for a sales tracking system.  Basically multiple sales people will have a login to their own page (can frontend user do that?) and be able to enter products and price they've quoted customers, so that admin can have ability to view/track what the sales rep are quoting...

Thanks!

[Jack @ PharSide]

Yes, between FEU and FormBulder, you can do this. Specifcally easy consider there are no payments necessary. You may need to write a few reporting scripts and so on to display to admins. But yes, you can do this.

Good luck,
-Jack

[giggler]

Thanks! I looked into formbuilder, formbrowser and frontend user. But the formbuilder says "FormBuilder is not yet integrated with FrontEnd Users. It will be."

Is that what you meant about needing to create reporting scripts?

[Pierre M.]

With FormBrowser The Boss should see what the sales reps are quoting.
But if The Boss wants some aggregate (total, average price, taxes...) then some reporting scripts have to be hacked.

Disclaimer : I don't know FormBuilder and FormBrowser very much.

Pierre M.

[Jack @ PharSide]

Exactly. See the way I might do it is use FEU and CustomContent to display the forms themselves (or other hidden content). If you have multiple types of reps, you can set different user levels and show their correct forms based on FEU/CC session and what you say they can see. This can even be as simple as a hidden field in form that adds or removes itself based on who is logged in and what group he belongs to.

No matter how you slide it - there would be reporting and modification hacks for sure..

[Jack @ PharSide]

slice it damn it - lol

[giggler]

Thanks guys...as least I know it can be done, even if it's with some customization.

Right now the big problem seem to be that:
1. in the front end. User logs in and basically sees other user's forms listed also. This is what I've used:

Code: Select all

{cms_module module=CustomContent}
<!--customContent: startif group=active -->
<h1>This content is only available to logged in users </h1>
{cms_module module='FormBrowser' browser='formname'}<br />
<!--customContent: else -->
<h1>This content is available to everybody else</h1>
<!--customContent: endif -->

hmm..or am I suppose to use:

Code: Select all

{if $customcontent_loggedin}

2. The listing also has a bunch of weird stuff like unspecified, not formbuilder etc see attachment.
3. In the admin side. There's no way to tell who is submitting the form. It only show the "Date Submitted" and "Send It" which always seem to have [unspecified. It needs have "User" and even sort by each user if admin wants to see all of one sale's reps stuff.

The combination has the potential and that's pretty cool you can create anything with that so I'll poke around with it more.

[localman]

Thought you might be interested...

I realize you're implementing an internal module, but thought I'd direct you to www.simplesalestracking.com.  It's a hosted service, with paid and free versions.  The free version is limited to tracking 50 sales, but never expires.

[Pierre M.]

Beware the "<!--customContent: startif..." syntax is deprecated. See the new syntax in the recent visual tutorials.

Pierre M.

[giggler]

Thanks, I'm now using customcontent_loggedin/smarty tags...