.NET and ASP.NET · SQL Server · Other
End to end storage operations portal from lead to billing
A custom ASP.NET and SQL Server portal that runs a storage business from the first website lead to quotation, order, pickup, storage, retrieval, billing and collections.
- Client
- A storage services company that stores boxes, pallets and space for businesses and households across several branches and warehouses
- Industry
- Other
- Platform
- .NET and ASP.NET, SQL Server
01The challenge
Leads, quotations, pickups, warehouse records and invoices were handled in separate sheets and mailboxes. Nobody could say where a customer's goods were, which pickup was pending or which bill was unpaid. Operators re-keyed barcodes and the finance team chased receipts by hand.
02The solution
We built one portal in ASP.NET on SQL Server that follows the customer from the lead to the final bill. A lead from the website becomes an enquiry, then a quotation, then an order. The order drives pickup schedules, jobcards, barcode loading, registration and reconciliation. Retrieval requests, work orders and delivery tickets bring goods back. Billing, approval, receipts, refunds and reminders close the loop, with reports for management.
How a customer moves through the system
- Capture the leadA lead from the website or a call becomes an enquiry with mode, history, client details and pickup address. Staff add conversations and follow up dates, and close the enquiry when it is done.
- Quote and approveA quotation carries the items, rates, months and pickup or self drop choice. When approved, the client gets a mail with a promo code to book at the quoted rate.
- Create the orderThe enquiry becomes an order with address, pickup slot, payment option, address proof and co-authority details.
- Schedule the pickupA schedule and a jobcard are created for the order and assigned to an operator and team leader. The jobcard prints with a reference number.
- Load and registerPickup entries for boxes, pallets, storage units and items are loaded by barcode file and checked on upload. Each barcode is then registered to a warehouse location, and photos are attached by barcode.
- Reconcile and closeReconciliation compares pickup quantities with registered ones. Once every activity is validated the order is closed with a remark.
- Retrieve on requestA retrieval request picks the items to return. A work order, jobcard, warehouse confirmation and delivery ticket follow, and the work order is closed with remarks.
- Bill, approve and collectBills and proforma invoices are generated, approved, and matched with payment receipts. Refunds, credit notes, reminders and delinquent client marking handle the exceptions.
Screens from the system
Sample data only. These screens show the layout and flow, not real records.
Screen 1 of 12Built for this client
Enquiry and follow up
The enquiry list with actions and the form that captures a lead with mode, history and pickup details.
What we built
- Enquiry and quotationLeads, conversations, follow ups, quotations and approval.
- Order and pickupOrders, schedules, jobcards and printable reference numbers.
- Barcode trackingBoxes, pallets, storage units and items by barcode and location, with photos.
- ReconciliationPickup counts matched with registration before an order is closed.
- RetrievalRequests, work orders, warehouse confirmation and delivery tickets.
- Billing and approvalBills, proforma invoices, credit notes and payment receipts with approval.
- CollectionsDue date reminders, outstanding follow up, refunds and delinquent clients.
- Masters and reportsBranches, warehouses, rights and holidays, plus MIS and billing reports for accounts.
Built with ASP.NET · SQL Server · Barcode file upload · Email notifications
The result
- 1System from first lead to final bill and collection
- Every box, pallet and item tracked by barcode and location
- Bills, credit notes and receipts approved before they reach the client
- Menu rights set per employee and per branch
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