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📄 Happy Green Scope Document  ​
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    • Happy Green Scope Document  ​


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    Weekly KPI Dashboard:

    • Customizable dashboard for weekly sales KPIs.
    • Ability to click into detailed revenue and net figures.
    • Weekly revenue 
    • Weekly PO
    • Due payments
    • Overdue Payments
    • Inflow and Outflow


    2. Purchasing Management: 

    • Ability to create and manage purchase orders.
    • Track order status (ordered, received, invoiced, paid).



    • Log product expiry dates, batch numbers, and quantities.
    • Attach relevant documents (e.g., warehouse counts) to orders.

    • Automated email integration with third-party logistics.
    • Additional Fields 


    • Product movement - 

    • New Line Addition ( auto Tag adding and removing after 3 months
    • Promotion or sale tag  

    3. Sales Management:


    • Customer and supplier management.
    • Sales team Rout Management for salesperson

    • Store Location on map with Info 
    •  
    • Detailed sales history by product and document.
    • Automated system recommendations for stock based on sales data.
    • Alerts for short-dated stock.
    • Sales stages tracking (ordered, picked, packed, shipped, invoiced, paid).
    • Report - How Often Store Visited/What stores we didnt visit /which stores dropping sales 
    • SMS Marketing - Send Goup sms to client son order reminders + Order status 

    4. Inventory Management:

    • Product details including photos, categories, suppliers, and pricing tiers.
    • Real-time inventory updates linked to purchases and sales.
    • Customized product attributes (temperature, shelf life, dimensions, etc.).
    • Alerts for products with short shelf lives.
    • Detailed product movement tracking (warehouse transfers, adjustments).


    5. Integration & Automation:

    • Integration with financial systems (e.g., Xero).
    • Automated stock replenishment based on predefined rules (seasonality, promotions, etc.). - Forecasting
      • Open Video

    • Ability to handle complex purchasing rules (pallet configurations, minimum order quantities, etc.).

    • Customizable reporting module for easy data manipulation.

    6. Customer Relationship Management (CRM):

    • Customer engagement tracking (visits, sales trends).
    • Customer notes and history logging.
    • Integration with email and SMS communication tools.
    • Field sales team performance tracking.
    • Automated itinerary generation for sales reps based on geographic location and customer engagement.

    7. B2B Portal:

    • Customer login for product ordering.
    • Display of product specials, new products, and brands.
    • Past orders history and status tracking.
    • Reorder functionality and invoice downloads.
    • Need a new line brought email. - if our customer buys new product line for the 1st time. we send an email to our supplier saying - Hi Team "this customer stocking your new line though us"

    8. Reporting & Analytics:

    • Comprehensive financial reports (revenue, net sales, credit notes, etc.).
    • Customer and brand trends analysis.
    • Pipeline management for orders, onboarding, and issues.
    • Detailed RFM (Recency, Frequency, Monetary) analysis for customer segmentation.
    • Monitoring of new line and brand additions.
    • KPI for sales staff - new sales on product line - how many new product lines taken by our customers and who are they and what they brought monthly
    • RFM analysis - Recency, Frequency, Monetary Value - https://learn.g2.com/rfm-analysis


    9. Supplier Management:

    • Supplier rebate tracking.
    • Automated notifications for new stockists and new product lines.
    • Detailed supplier performance analysis.
    • Need maintain credits, warranty issue, return management, Promotions 

    10. Communication Tools:

    • Integration with email, SMS, and potentially WhatsApp for customer communications.
    • Automated notifications and alerts for various business processes.

    11.Automated Reporting and Bonuses: Reports showing sales performance, with the ability to automate bonuses based on new product introductions and sales targets.

    12.Stock Level Optimization: The system should help manage stock levels to prevent both shortages and overstocking that might result in expired inventory.

    13.Batch Tracking and Expiry Management: Dina wants batch tracking for products to monitor when stock came in, who it went to, and its expiration date.

    14.Document Management: Dina also mentioned the need for storing product information, brochures, and other files, similar to how they would use a system like OneDrive or Notion.

    15.3PL Integration: She discussed the need to integrate with 3PL (third-party logistics) systems for tracking and managing orders.

    16.Automated Email and Call Follow-ups: Dina wants the system to automatically send follow-up emails after a set period and notify salespeople to log a call if there is no response.