Land
Industrie
BFSI
Platform
Web
Zakelijke vereisten
The project required to build a SaaS-based accounting system meant to keep the business records and maintain the business accounting system. The requirement entailed a SaaS model enabling the users to access the software from anywhere and at anytime online. Its features were similar to Quickbooks but customized for the Saudi market, and is a partner to the Saudi government now. Carmatec architected and build the entire web and mobile platform from scratch including its UI/UX design and customer journeys.
Admin Section
It primarily serves for managing the subscribers, their invoices, managing subscription plans and some settings for the application. It has Dashboard which shows summary of the subscriptions, managing organizations, and their invoices and the final one is ‘Settings’ which has Roles/User Management, Subscription plans and Management of currencies.
Tenant Section
Dashboard
In display, the Expenses & Revenues, Outstanding invoices and bills, Top Customers & Vendors and the ‘Recent 5 activities in the application’ are showcased using a nice graphical representation with High Charts
Sales
All Sales related business documents are maintained under this menu.
- Products – All the product/Inventories related data is stored in here
- Customers – Managing customers
- Quotations – Raising quotations to customers, sending quotation emails and converting quotations into invoices.
- Invoices – Managing invoices, payments, creating and sending emails with the invoices as PDFs etc.,
- Credit notes – In case there is a return in invoiced product, this would be created as a credit notes.
Purchases
We have all the purchase related business documents under this menu.
- Purchase Orders – Placing purchase orders for the products
- Bills – Whether it is about raising a bill against the purchase order, creating bills/expenses or paying bills – for all these actions accounting transactions takes place.
- Vendors – Managing vendors for creating bills/purchase order
- Debit notes – In case there is a return of the billed product, this would be created as a credit notes
Accounting
- Chart of Accounts – Wherein all the accounts management can be seen – creating, editing, accounts deactivating accounts etc.,
- Manual leger entries – Accountants in some cases, want to make the ledger entries manually. This can be performed with all the possible validations.
Reports
In this menu, you can see all kinds of reports important to the business. All these reports include option to export in Excel and PDFs with the data filters which are very much flexible from the perspective of any business.
Subscriptions
In this menu all the flexibility options are included for you to upgrade, downgrade, add organization, edit billing details etc. anytime you require these. As an admin, you can perform any of these actions according to your business needs.
Usage
Application is mainly used in middle-east countries – shop keepers, wholesalers, service providers, small and large scale companies which provide services or inventory management etc., A project brief is explained below.
Challenges
- In the Multi-database Login, Roles & User management – Had it been a single database, we could have made use of the can-can-can gem but it being the multi-database concept, we have resolved this situation with a viable solution.
- For accounting we used plutus gem, which has only limited functionality of the accounting, Plutus doesn’t have parent child relationship in account types but in our application we have that so we customized the gem and made it work successfully.
Resultaten
- This application has been designed very carefully to ensure its user-friendliness and flexibility for usage.
- Multi-database architecture has been employed so as to keep the user data stored safely.
- Multiple organization for a single tenant concept helps a business person to maintain more than one into a single application.
- From the admin’s perspective, there is a flexible payment module to enable subscriptions corresponding to the recurring Online and Offline payments.
- The enablement of the Recurring payments for Online payers assures the admins about hassle-free online payments.
- All the workflows and use-case scenarios have been considered and resolved while designing this application. Its Multi-lingual feature is a great effort specially towards empowering the users from the middle-east countries.
Technologie Stapel
- Ruby 2.2.1p85
- Rails 4.2.0
- Mysql 5.5
- Gems – Devise, I18, Plutus, Apartment, Wicked PDF, Paperclip, AXLSX , Bestinplace, Country, Sinatra, Sidekiq
- Html5, Css, Bootstrap, JS, HighCharts
Klantgegevens zijn beschermd onder strikte NDA en daarom geven we dergelijke informatie niet vrij. We kunnen echter wel referenties geven als je een aanvraag doet.
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