ViviApp

Web based CRM App for intranet

Project Summary

A web based App  combining  CRM and Inventory control of a Beverage/Drink manufacturing company based in Zurich Switzerland.
The entire App is accessible only to authenticated users.
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Features:

  1. Completely responsive, making it easy to operate for both the Sales Team and Production Team.
  2. Graphs and charts showing real time status of inventory and sales figures.
  3. Clickable customer details making it easy to find directions or call directly from the App.

Technology Used

CakePHP
Jquery, JavaScript
PHP, MySQL, AWS

Challenge:

Displaying Ordered Raw Materials vs. Planned Consumption graph and Incoming Raw Material vs. Planned Consumption calculation in a Single graph, proved pretty challenging.

Solution:

After a brainstorming session, we decided to take the following Steps:
Adopted previous year’s production count data for the forecast.
Created two graphs to show the forecast separately:
  • Ordered Raw material Vs Planned Consumption
  • Incoming Raw material Vs Planned Consumption

Challenge:

The Sales team incharge needed a Contact report with Export functionality While implementing the export CSV functionality, we faced the timeout error since the selected records were more than 1000.

Solution:

To overcome this issue, we used Ajax technology by sending multiple requests with a loader symbol.
Now the user could view the file and content getting exported. All the records were exported seamlessly.

Challenge:

XML export – Abacus integration with the CRM
While implementing the XML export of invoices and customer data.
We faced the timeout issue while exporting over 1000+ data
Even the German characters were not exported correctly.

Solution:

Used Ajax call functionality to achieve this.
For the German character issue, we resolved by adding customized functions

Challenge:

Converting a Horizontal Menu based Theme to Vertical Menu based Responsive Theme.
This involved a complete overhaul and editing nearly 300 CSS files and js files to suit the new vertical menu based theme.

Solution:

  • Worked  in separate template files
  • Changed the graph structure for the main dashboard and production dashboard.
  • Worked on the sidebar menu to show the menu according to the user’s permission.
  • Changed the responsive alignment of each interface
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