Customer Notes System

We are looking for a programmer who can design, code and implement a customer “notes” system for our site. This should NOT be designed using a CMS, this must be custom coding job, as we will want lots of extra work done on it in the future, if you do a good job now.

We currently run a shopping site which uses Interspire Shopping Cart. As part of this, it incorporates a section where you can put “notes” about a customers order.

We want you to write a custom system, totally separate from the shopping cart, that :-

1. We go to a URL like : www.OUR-DOMAIN.com/notes

2. We login with a username and password. We must be able to add / delete additional staff logins using the admin area of the script you create (name, email address and username and password). There should be 2 status’ of staff, admin and staff, admin can do everything other than add and delete staff. Admin’s can add and delete staff.

3. Once logged in, as a staff member, the page will be titled “Customer Notes”, and will be split into 2 sections.

The first section will be “Shopping Cart notes”, these will be from the existing notes system in our shopping cart. Your script, should display the customer’s name and order number, along with the notes for their order, for any orders with status’ “Awaiting Fulfilment” or “Awaiting Payment”. These notes should be editable through your script. There must also be a search box where we can search for other orders with other status’ by customer name or order number and view notes on those orders.

The second section and most important will be for “General Customer Notes”, these should be able to be added, edited and deleted from within the logged in area. To add a note, you can either put in the customer’s name or order number, and the script will pull the rest of the information (e.g. name or order number) from the existing database or you can add a generic note, which will not be assigned to a specific customer. Customer specific notes will all have unique ID’s which should be the customer order number, followed by a “-” and a three digit note number (e.g. 1004-001 etc).

Generic notes should have a reference number that starts with G and a note number starting with 1 upwards (e.g. G1, G2…. etc). Notes should have 2 status’s that can be selected (Open & Closed). Open notes will be visible on the screen when you login and closed notes will not be visible, but can be searched for using the customer order number, name or note number.

All notes must be searchable by customer name, order number or note number in the case of generic notes.

Just to clarify, the notes in the first section “shopping cart notes” should automatically show on the page when logged in if the orders are “awaiting fulfilment” or “awaiting payment”. Other notes with other status’ should only be visible in this section if they are searched for using the customer order number or name etc

In the second section, this is the main part of the script. Notes should be on display if in an open status.

All notes added in section 2, should log the date, time and name of the member of staff making them.

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