Detail

AMOUNT (HKD)

1.       Security Platform:

   Ÿ    All data auto encryption

   Ÿ    Standard daily backup function

2.       Administrative Platform:

   Ÿ    Account Create/ Record / Modification

   Ÿ    Access Control (creation/ modification/ viewing)

   Ÿ    Login Record

   Ÿ    Real-time account termination control

3.       Sales Platform:

   Ÿ    Quotation creation/ modification/ record

   Ÿ    Quotation search engine

   Ÿ    Quotation draft PDF template

   Ÿ    Quotation output as PDF

   Ÿ    Quotation sending via email function

   Ÿ    Contract creation/ modification/ record

   Ÿ    Contract search engine

   Ÿ    Contract signing function

   Ÿ    Contract draft PDF template

   Ÿ    Contract output as PDF

   Ÿ    Contract sending via email function

   Ÿ    Invoice Creation/ Update/ Delete

   Ÿ    Invoice search engine

   Ÿ    Invoice draft PDF template

   Ÿ    Invoice output as PDF

   Ÿ    Invoice sending via email function

4.       Supplier Platform:

   Ÿ    Supplier Info Create/ Update/ Delete (Company Name, Contact Name, Contact Phone, Contact Email, Address, Description)

   Ÿ    Purchase order Create/ Update/ Delete

   Ÿ    Purchase order PDF template

   Ÿ    Purchase order output as PDF

   Ÿ    Purchase order sending via email function

5.       Client Servicing Platform:

   Ÿ    Category creation/ modification/ record

   Ÿ    Case creation/ modification/ recording

   Ÿ    Case search engine

   Ÿ    Case follow-up recording input/ modification/ record

   Ÿ    Case follow-up report

6.       Document Platform:

   Ÿ    Document type creation/ modification/ record

   Ÿ    Document creation/ modification/ record

   Ÿ    Document search engine

   Ÿ    Document draft PDF template

   Ÿ    Document output to PDF file function

   Ÿ    Document sending to clients via email function

   Ÿ    Document payment input/ modification/ record

   Ÿ    Document payment report

7.       Job Platform:

   Ÿ    Job category creation/ modification/ recording

   Ÿ    Job creation/ modification/ recording

   Ÿ    Staff appointment

   Ÿ    Contract insertion/ deletion

   Ÿ    Document insertion/ deletion

   Ÿ    Other document upload file function

   Ÿ    Job progress input/ modification/ recording

   Ÿ    Profit report input/ modification/ recording

   Ÿ    Job search engine

   Ÿ    Report output to excel file (1. Job report, 2. Job progress report, 3. Job profit report)

   Ÿ    Job profit summary (1. View by category, 2. Output to excel file)

8.       Accounting Platform:

   Ÿ    Bank creation/ modification/ recording

   Ÿ    Bank transaction input/ modification/ recording

   Ÿ    Bank monthly record

   Ÿ    Bank monthly record output to excel file function

   Ÿ    Accounts receivable and payable report

   Ÿ    Yearly profit report

   Ÿ    Yearly profit report output to excel file function

9.       Other:

·               Platform language: Traditional Chinese/ English

·               Supports desktop/ laptop/ tablet/ mobile browsers

·               User acceptance testing (UAT) included within production time