invoice maker
TRANSCRIPT
Invoice Maker – January 2016 (Javascript/PHP/HTML/CSS/MySQL/VBA/Excel) The client this program was developed for required a custom invoice maker/point of sale system. There was a need
for invoice and sales quote creation, inventory tracking, sales tools, and expense tracking. The client wanted this
developed mostly in Excel for information list maintenance reasons. A custom point of sales system with customer,
inventory, product, and expense tracking was developed.
Start by entering the information for the client, then click “Create Invoice”
This was the main function screen of the program. It allowed for individual products or services to be added, or packages
(which were calculated groups of products and services). Price Bot takes URLs from the product list, and automatically double-
checks the pricing and shipping availability. Price Check is a simple tool to manually price check items. Update Database takes
the lists in the Excel workbook and inserts them into a MySQl database, which directly updates website content. The blurred
items are sales tools that were blurred to protect propriety.
This was the main calculator (package) screen. It has a list of packages custom created by the client that links to separate lists
of products and services which are also created by the client. When clicking on each package in the list, a list of required
products is generated. Suggested products which may be needed are also shown and can be included in the quote. The pricing
includes products and labor items detailed in the service list, giving an instant quote for the customer. Many complex quotes
can be given back to back. The bottom portion has stats which show miscellaneous information on pricing and profits (for use
as a sales tool).
This is the Price Check feature of the program.
This is the Review Shopping Cart screen. It has various functions such as invoice creation, sales quote creation, or to finalize
the shopping cart to the invoice. This screen has stats similar to the last diagram, except this adds all of the products in the
shopping cart together (such as multiple packages together).
This is the invoice that is generated.
Click Close Invoice to tender out and close the invoice.
This is a sample quote that can be printed for the customer.
This is the products list. This is an example of how the information is laid out.
This is the invoice list. This is a record of all invoices that have been processed using this program. It has the ability to recall
and resume previous invoices.
This is a screen shot of the inventory receiving console. It receives multiple items on a single purchase order, and then keeps
record of that purchase order on the sheet in the background.
This function is the Shopping List function. It cross-checks the shopping cart with existing stock to determine what items need
to be ordered.