Customer Relation Management

At Tuppas Software, I spent the last day working on part of our Customer Relation Management (CRM) package for Stone Interiors, a manufacturer of custom countertops. We had a photocopy of one of their "Estimates" which could be printed in one of two ways: either with all of the detail, or just summarized. This Estimate, along with the schematics, is then given to the customer for final approval.
For each Estimate, there are quite a few options available - override pricing, on either an individual line item or for an entire section (such as a kitchen or a bathroom); discounts, either a flat amount or a percentage, some items being charged by the square foot, others by the inch, and still others by the piece; different price groups; etc.
Since our CRM solutions and CRM systems are thin-client, web based, we're using ASP to display a copy of the estimate before printing it. So it was a challenge to blend the HTML, ASP, and CSS together to produce the Estimate, to get all of the formatting and layout to match their existing estimate. I have to get back in touch with Chad at Stone to go over it, but it's now quite close.
At the end of yesterday I was given some changes to their Inventory System and was able to make most of them then. The rest I'll be working on today, along with MES Systems for other clients. More later. Until then.
Hal Hamer