CRM WORK FOR SOFTSOLUTION2000

1. General Overview of the Project Main Goal: Develop a fully customized CRM in French that will be accessible only by administrators (internal use). This CRM will manage: Suppliers (with complete profiles, contact details, certifications, etc.). Products (including costs, product details, images, certifications, etc.). Claims (customer claims and supplier claims). Various contacts (graphic designers, IT specialists, etc.). The CRM must have a modern, elegant, and minimalist design and feature two-factor authentication via email for secure access. 2. Access and Security Authentication Implement two-factor authentication (2FA) by email. A secure login interface (using HTTPS). The CRM is intended for administrator access only (no public access). User Roles Primarily one user role: Administrator. Potentially configurable for additional roles in the future, but initially only an admin role is needed. Language Requirement The entire CRM interface must be in French, including all menus, labels, notifications, etc. 3. Architecture of the CRM The CRM will consist of several modules or sections, accessible via a main menu or a side navigation bar: Home / Dashboard Quick overview (optional) of recent activity: newly added products, recent claims, etc. A search bar or filter to quickly find a supplier. Quick-action buttons to: Add a new supplier. Add a new product. Suppliers Management Comprehensive list of suppliers with filters and sorting options. Detailed supplier profile pages. Products Management Comprehensive list of products with filters and sorting options. Detailed product pages. Claims Management Management of both customer and supplier claims. Ability to create, track, and resolve claims. Contacts Management Module to store various non-supplier contacts (e.g., graphic designers, IT specialists). Settings / Administration Manage user authentication, admin accounts, and general system settings. 4. Detailed Functional Requirements 4.1 Suppliers Module 4.1.1 Supplier List Display suppliers in a table or grid format. Search and filter by name, country, platform, language(s) spoken, or other criteria. Keyword search to look up information within supplier descriptions. 4.1.2 Supplier Profile Each supplier’s detailed page should include: General Information Company Name Full Address (country, city, postal code, street address) Country selection via dropdown menu (to ensure data consistency). Platforms where this supplier is found (e.g., Taobao, 1688, eBay, LeBonCoin, AliExpress, Alibaba). Option to select multiple platforms or add a custom one. Primary Contact Person (name of the individual representing the supplier). Contact Methods (checklist or fields): Phone Email WhatsApp WeChat Others (e.g., Telegram, Skype, etc.) Description/Notes: a larger text field for additional comments or details. Languages Spoken: the ability to list multiple languages (French, English, Chinese, etc.). This could be via a multi-select dropdown or checkboxes. Certifications Ability to upload multiple files (PDF, images, etc.) without any file limit. When clicking a file, it should open in the web browser if possible, rather than forcing a download. Images An upload area for supplier-related images (product examples, logos, etc.). Display thumbnails so that images can be previewed directly. OEM Minimum Order Quantity A field to indicate the minimum order quantity required by the supplier for OEM/branding. Supplier Claims Ability to create and track claims against the supplier if necessary (see the Claims Module for details). 4.2 Products Module 4.2.1 Product List Display products in a table or grid format. Filters by category, supplier, quality rating (A, B, C), etc. Search bar for text-based searching (name, description, etc.). 4.2.2 Product Details General Information Product Name Category (dropdown, e.g., Informatique, Gaming, Furniture, etc.) Description (large text area). Linked Supplier (select from existing suppliers with a quick link to the supplier’s profile). Quality Rating (A, B, C). Brand/Dossier (e.g., “Aegis Furniture” for sofas, “Aegis Gaming” for computer equipment). Links to Platforms where the product is listed or found. Financial & Logistical Details Potential Fees (customizable fields): Customs charges Delivery fees Base product cost Potential resale price Links to competitors (for price comparison) Weight and Dimensions Packaging (e.g., “box with foam padding”). Warranty (duration, terms). Materials Management Dropdown for each material (wood, plastic, metal, etc.). Percentage composition of each material. Warning Field if the product is subject to specific French regulations (e.g., tobacco, alcohol). Product Images Ability to upload multiple images. Preview thumbnails directly on the product page. Product Claims If there is an issue with a product, the admin can create a claim and link it to this product. 4.3 Claims Module Two main types of claims: Customer Claims Form to create a claim: E-commerce site concerned (dropdown if multiple websites). Order number / Customer name. Problem description (text field). Attachments (photos, documents). Priority level (High, Medium, Low). Supplier Claims Similar form, but linked to a supplier. Reference or order number. Description of the issue. Attachments. Priority level. 4.3.1 Claims Tracking A page listing all claims (both customer and supplier). Filters by type (customer/supplier), status (open, in progress, resolved), and priority. Ability to update status and add internal notes or comments (e.g., date/time of updates). 4.4 Contacts Module Stores various external contacts (e.g., graphic designers, IT professionals, marketing agencies). A simpler profile than suppliers, but with key fields: Name / Company Specialty (design, development, etc.) Contact details (phone, email, etc.) Notes / attachments if necessary 5. Navigation and Ergonomics Main Menu or Sidebar to access the modules (Suppliers, Products, Claims, Contacts, Settings). Global Search Bar (optional) for quick searches across all modules. Clean, minimalist design: use of neutral colors, simple layout, and clear icons for easy navigation. Mobile Responsiveness (optional, depending on your usage needs). 6. Technical Aspects Recommended Technologies (example only; final choice depends on your team’s expertise): Front-end: Vue.js, React, Angular, or another modern JavaScript framework. Back-end: Node.js, PHP (Laravel, Symfony), Python (Django, Flask), .NET, etc. Database: MySQL, PostgreSQL, or MongoDB (depending on data structure). Security HTTPS for all data transfers. Two-factor authentication (2FA) via email. Strict access controls (admin-only CRM). File Storage Files (certifications, images, etc.) can be stored: On the server (with a direct file path). On a third-party service (e.g., AWS S3) if large storage is needed. Ability to view PDFs or images in the browser without forced download. Performance and Reliability Caching frequently accessed data for faster load times. Creating image thumbnails for quick previews. Basic load/stress testing to ensure stability. Scalability Modular structure so new features can be added easily. Database design that can accommodate future growth (tables for suppliers, products, claims, contacts, users, etc.). 7. Testing and Validation Functional Tests Validate all forms for creation, editing, and deletion of suppliers, products, claims, and contacts. Verify 2FA functionality. Check file uploads and browser preview. Ensure search and filter features work properly. Security Tests Access control: confirm that only logged-in admins can access data. Check for proper encryption (HTTPS). Usability Tests Confirm the interface is clear and intuitive. Ensure consistent design (button placement, labeling, etc.). Final Validation User acceptance testing (UAT) to confirm all requirements are met. 8. Maintenance and Evolution Corrective Maintenance Fix any bugs and apply security updates. Evolutive Maintenance Add new functionalities (e.g., external APIs, advanced reporting, automation, etc.) as needed. Documentation Technical Documentation for developers (system architecture, code structure). User Documentation in French (how to use the CRM, step by step). 9. Design and User Experience Visual Identity Keep the interface modern and clean, with minimal distractions. Use a French-based UI (all labels, messages, and texts in French). Layout Consistent positioning of buttons (“Add,” “Edit,” “Delete”). Logical grouping of related fields (e.g., Supplier details, Product details). UX Conventions Clear labels, tooltips in French if necessary. Provide user feedback on successful saves, errors, etc. 10. Conclusion This specifications document outlines the requirements for creating a French-language CRM dedicated to: Supplier Management (with multilingual capabilities for each supplier). Product Management (financial details, ratings, images, etc.). Claims Management (both customers and suppliers). Contacts Management (various professionals). Key points include: Secure Access (2FA, HTTPS, admin-only). Detailed Profiles for suppliers (including languages spoken) and products. Extensive File Management (certifications, images, attachments). Clean, Modern UI in French.

N° de projet : 39249177