Needed: A comprehensive web-based order processing system and more...
DATABASE
Server Side / Receipt of orders:
a) Accept orders from several sources, including an STMP email directory in IMAP format, and from a web page. For the emails it needs to understand and read emails from PDGCart, Cart32, Dansie, Yahoo and PayPal shopping carts, plus the PayPal payments for eBay items. In addition to a simple credit card order form for non-cart / non-PayPal items.
a. PayPal payments should be processed thru PayPal IPN features.
b. I will provide email samples.
c. Needs to have the ability to be expanded in the future.
b) Assign each ‘order’ unique new consolidated order number.
c) Send the buyer an (customizable by us) email with an order review, and link to web-based order status page.
d) Check for prior orders from the buyer, based on the shipping information, and / or email address. Maintain a history of orders.
e) Record buyer notes, IP address, and other order information.
Customer Side, web accessible:
f) Allow customers web access their order status, both current and prior. This status will be settable by us as the order moves thru the fulfillment process.
g) Order status, should include customizable messages, that can be changed/updated by us at the order gets processed.
h) The date and time of the last status change should be recorded, and a history of status should also be available.
i) Orders with Shipped status should be able to be tracked from our status page, this means that the system needs to be able to get tracking from UPS, USPS, FedEx and DHL and be able to display the results on the status page.
j) Deal with partial orders, meaning allow buyers access to split order information.
Admin Side, web accessible – Order Processing:
k) Allow for the ‘splitting’ of orders for partial order processing. Where an original order can be split in to an “A”, and “B”, and possible “C”, “D”, etc. orders so that specific line items can be billed, shipped, back ordered, refunded, deleted.
l) View, Edit and Update order information, including credit card information, prior order history.
m) Search/Locate orders by status, name, and line item, ship to address, tracking number and other order fields including reference numbers or billed status.
n) The system should also allow us to delete ‘bad’ orders, or orders that are unable to be completed, allowing us to leave a reason for the buyer to be able to see.
Admin Side, web accessible – Credit Cards:
o) Allow for the mass processing of credit cards for non-paid (the non-PayPal) orders. Bill credit cards for non-PayPal orders at our request. This should be able to be done in mass (selectable by us from a ‘review’ orders page of unbilled orders).
a. Requires connection with Intuit QuickBooks Credit Card processing.
p) Upon completion of credit card billing, orders should be updated with results, including billed and the reference numbers, or declined, invalid, etc.
q) Have the ability to process credits and refunds thru either PayPal or our merchant account.
Admin Side, web accessible – Order Printing:
r) Print orders, this should include shipping, billing information, the consolidated order, along with the original order number. And any additional information, notes to seller, or reference numbers.
s) Allow us to select ‘new’ orders to be printed, a bulk option should also be made available; this bulk option should be accessible from admin search pages.
t) Review orders to be printed.
u) Allow for selection of shipping carrier, ie: UPS, FedEx, DHL & USPS.
v) Allow for selection of class of service, Ground, Air, etc., for
a. UPS: Ground, Canada/Standard Ground, 3 Day Select (Orange), 2 Day Air (Blue), 2 Day Air AM (Blue), Next Day Air Saver (Red), Next Day Air (Red), Next Day Air AM (Red).
b. FedEx: Priority Overnight, 2Day & Ground.
c. DHL: Ground, Air (overnight)
d. USPS: Priority Mail, Global Priority Mail, Parcel Post Air Mail, First Class Mail, Media Mail.
w) Allow for entering of weight, for UPS, FedEx & DHL in pounds and for USPS in pounds and ounces depending on the level of service.
x) For UPS shipped orders, EXPORT to UPS/Worldship or other XML interface to UPS shipping, and IMPORTING the tracking numbers.
y) For USPS shipped orders, EXPORT to DAZzle by Endica, and IMPORTING the tracking/delivery confirmation numbers.
Admin Side, web accessible continued:
z) Send mass emails to buyers with status updates, using a search feature.
aa) Send marketing emails based on prior purchases, again based on search of orders, line items, or other customer searchable features.
bb) Have the ability for notes to be made on both orders and customer records.
cc) Allow for the EXPORT of basic sales data to QuickBooks Pro.
General overall requirement:
dd) Source code required, programming and design must be documented, and expandable for future features not yet realized.
Future BIG WISH / BONUS Features:
ee) – Print a combined order page and UPS Worldship or DAZzle label.
ff) – Simple cookie based shopping cart, using a simple database of items available. With flat rate, and weight based shipping.
gg) – Allow buyers to issue follow-ups to an order, ie: process claims for damages, shortage and wrong shipments (and other inquires).
hh) – Allow buyers (and us) to send messages thru a web-page based messaging system / Forum like.
Future eBay Interface (via eBay API):
ii) Needs to find “eBay” orders as they come in, and update either status at the My eBay (via API) as “Paid” when received, and “Shipped” when shipped – or –record w/ eBay as “Paid and Shipped” and “Archive” when orders are shipped.
jj) Needs to update eBay (My eBay via eBay API) when an “eBay” order has shipped as “Paid and Shipped” and then “archive” the data at eBay.
kk) Summary of unpaid eBay orders, and automated eBay order processing, including “send invoice”, “send reminder” and other eBay features.