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File upload to create invoice's item in VTiger CRM
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IT & Programming > Software Application

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  • Posted: Thu, Feb 11, 2010
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
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  • Start: Immediately
  • Budget: Less than $500
  • Fixed Price Job
  • Elance Escrow Not Requested
  • U.S. freelancers must have W9
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We are using Vtiger as our CRM and as our invoicing tool.
Every month we have a custom php program that generates the Sales Orders for our customers with some recurring invoiced items. We also have separate excel files with other products to be invoiced. So our office manager has to manually encode all entries in the existing sales orders in the Vtiger CRM system.
This is source of error and is time-consuming.

What we need is the following:
- a php application that allows the upload of excel (CSV) files;
- the files will be composed of identical lines. Every line will detail one invoice item.
- the program will check for every line in the file if the mentionned customer does exist, if the mentionned product does exist and if one and only one open Sales Order does exist for this customer in the Vtiger System.
- the page displayed after the pre-upload of the file will display all erroneous entries (wrong customer or product, missing quantities or price, no or many Open Sale Order(s) ...

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Desired Skills
PHP, Vtiger
Job ID: 19123914
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