From 85d62bc5ff81d64e5452f318472f80a04e52e6d3 Mon Sep 17 00:00:00 2001 From: Dennis Eichhorn Date: Tue, 21 Jun 2022 16:00:16 +0200 Subject: [PATCH 1/9] Update PROJECT.md --- Project/PROJECT.md | 1 + 1 file changed, 1 insertion(+) diff --git a/Project/PROJECT.md b/Project/PROJECT.md index 423fcac..e98154e 100644 --- a/Project/PROJECT.md +++ b/Project/PROJECT.md @@ -266,6 +266,7 @@ Todos/tasks which are not important enough to be part of the milestones (or don' | medium | Job | Consider to run jobs through the cli application. This means a job executes `php cli.php put:/admin/job -i 3` which runs the command of job 3. This would allow to log the job execution time and response. If you don't want to wait for the execution to finish you may as well run it async (this means of course no execution time or output can be logged, but at least the start time). | | medium | CMS | Create functionality which allows to replace application files. Instead of just overwriting them they get backed up in a backup directory. | | medium | UI select | Bind data to select options such as visible elements and data pre-fills. When an option is selected certain ui elements become visible and get filled out with default values. | +| medium | phpOMS | Implement Redis / memcached sessions | | medium | Knowledgebase | Add org ID to wiki app (optional) and add a default flag. In the backend load the default wiki app for the current organization `$this->app->orgId` | | medium | Tasks | Allow to create a reminder for a task (e.g. small bell next to the user name which highlights the task/removes the has_seen flag + says somewhere you got remindered) | | medium | Tasks | Create different overviews list by date + list by priority (very high + next day, high + next 2 days, medium + next 5 days, low + next 10 days, very low + remaining). Of course the grouping may change based on how long ago the creation date is. | From 58e0fa7421a001ddce1bc875cd75034d8a5dfa99 Mon Sep 17 00:00:00 2001 From: Dennis Eichhorn Date: Fri, 24 Jun 2022 15:51:35 +0200 Subject: [PATCH 2/9] Create Pricing Policy.md --- Policies & Guidelines/Sales/Pricing Policy.md | 11 +++++++++++ 1 file changed, 11 insertions(+) create mode 100644 Policies & Guidelines/Sales/Pricing Policy.md diff --git a/Policies & Guidelines/Sales/Pricing Policy.md b/Policies & Guidelines/Sales/Pricing Policy.md new file mode 100644 index 0000000..2e128ea --- /dev/null +++ b/Policies & Guidelines/Sales/Pricing Policy.md @@ -0,0 +1,11 @@ +# Pricing Policy + +## Customer training + +## Setup & configuration + +## Data migration + +## Support & maintenance fees + +## From 4c038273575d970308618400dbbd1b0919bf89f3 Mon Sep 17 00:00:00 2001 From: Dennis Eichhorn Date: Fri, 24 Jun 2022 15:51:50 +0200 Subject: [PATCH 3/9] Rename Policies & Guidelines/Accounting.md to Policies & Guidelines/Accounting/Accounting.md --- Policies & Guidelines/{ => Accounting}/Accounting.md | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename Policies & Guidelines/{ => Accounting}/Accounting.md (100%) diff --git a/Policies & Guidelines/Accounting.md b/Policies & Guidelines/Accounting/Accounting.md similarity index 100% rename from Policies & Guidelines/Accounting.md rename to Policies & Guidelines/Accounting/Accounting.md From a7e79827e8ee6b8c0fe25f1b480987a0e5d15d88 Mon Sep 17 00:00:00 2001 From: Dennis Eichhorn Date: Fri, 24 Jun 2022 15:52:34 +0200 Subject: [PATCH 4/9] Create Offer.md --- Processes/Sales/Tutorials/Offer.md | 1 + 1 file changed, 1 insertion(+) create mode 100644 Processes/Sales/Tutorials/Offer.md diff --git a/Processes/Sales/Tutorials/Offer.md b/Processes/Sales/Tutorials/Offer.md new file mode 100644 index 0000000..8b13789 --- /dev/null +++ b/Processes/Sales/Tutorials/Offer.md @@ -0,0 +1 @@ + From c3592111a8216a683704e6ac13920ce2fbb49d5a Mon Sep 17 00:00:00 2001 From: Dennis Eichhorn Date: Fri, 24 Jun 2022 15:52:46 +0200 Subject: [PATCH 5/9] Create Invoice.md --- Processes/Sales/Tutorials/Invoice.md | 1 + 1 file changed, 1 insertion(+) create mode 100644 Processes/Sales/Tutorials/Invoice.md diff --git a/Processes/Sales/Tutorials/Invoice.md b/Processes/Sales/Tutorials/Invoice.md new file mode 100644 index 0000000..8b13789 --- /dev/null +++ b/Processes/Sales/Tutorials/Invoice.md @@ -0,0 +1 @@ + From 2c2a4558c68c895cd9b161c27b651fb57d0d9d2c Mon Sep 17 00:00:00 2001 From: Dennis Eichhorn Date: Fri, 24 Jun 2022 15:53:52 +0200 Subject: [PATCH 6/9] Create New Change.md --- Processes/Development/Tutorials/New Change.md | 1 + 1 file changed, 1 insertion(+) create mode 100644 Processes/Development/Tutorials/New Change.md diff --git a/Processes/Development/Tutorials/New Change.md b/Processes/Development/Tutorials/New Change.md new file mode 100644 index 0000000..8b13789 --- /dev/null +++ b/Processes/Development/Tutorials/New Change.md @@ -0,0 +1 @@ + From 9d2a19488780d178280f8077c776c6128edf97d4 Mon Sep 17 00:00:00 2001 From: Dennis Eichhorn Date: Fri, 24 Jun 2022 15:56:56 +0200 Subject: [PATCH 7/9] Create Development Guidelines.md --- Policies & Guidelines/Development Guidelines.md | 1 + 1 file changed, 1 insertion(+) create mode 100644 Policies & Guidelines/Development Guidelines.md diff --git a/Policies & Guidelines/Development Guidelines.md b/Policies & Guidelines/Development Guidelines.md new file mode 100644 index 0000000..8b13789 --- /dev/null +++ b/Policies & Guidelines/Development Guidelines.md @@ -0,0 +1 @@ + From 83a166e1c313a59916a628171b8f3519ebdf3ba8 Mon Sep 17 00:00:00 2001 From: Dennis Eichhorn Date: Fri, 24 Jun 2022 16:00:41 +0200 Subject: [PATCH 8/9] Update Development Guidelines.md --- Policies & Guidelines/Development Guidelines.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/Policies & Guidelines/Development Guidelines.md b/Policies & Guidelines/Development Guidelines.md index 8b13789..14caa01 100644 --- a/Policies & Guidelines/Development Guidelines.md +++ b/Policies & Guidelines/Development Guidelines.md @@ -1 +1,3 @@ +# Development Guidelines +The developer and development guidelines are published in a separate documentation called the [Developer-Guide](https://github.com/Karaka-Management/Developer-Guide). The reason for this is that also clients and third parties can modify the source code or create extensions. This documentation contains a vast amount of information which helps to understand the code structure, code standards etc. From 252ecb05b3080edd9d8a7e3c9b2d7230dccc0624 Mon Sep 17 00:00:00 2001 From: Dennis Eichhorn Date: Fri, 24 Jun 2022 16:42:40 +0200 Subject: [PATCH 9/9] Update 03_Sales.md --- Processes/03_Sales.md | 33 +++++++++++++++++++++++++++++++++ 1 file changed, 33 insertions(+) diff --git a/Processes/03_Sales.md b/Processes/03_Sales.md index 7d22535..4bd93b5 100644 --- a/Processes/03_Sales.md +++ b/Processes/03_Sales.md @@ -1,5 +1,38 @@ # Sales +# Sales + +The organization has approx. XXX customers with X% located in Germany, Y% in other European countries and Z% in other countries. The customer acquisition is mostly done through online and print marketing. Online marketing consists of the own website and advertisement through various online services such as google, faceboox, linkedin, etc. Print marketing consists of occasional advertisemens in print media such as ????. + +## Offer for customer + +When making offers to customers the following aspects should always be included in the first offer unless the customer explicitly requested the sales employee to not mention them on the invoice: + +* The product the customer is interested in +* Product installation and configuration +* Product training fee per hour + * Total hours for training should be estimated based on product and expected amount of people to train +* Support & maintenance contract +* Payment terms: + * Generally, 10 days after invoice + * Maintenance contracts are invoiced for 12 months in advance + +Offers must be created in the IT system. In the IT system various default offers are available which can be copied and modified if applicable to create an offer. If no applicable default offer is available individual offers can be created. + +Prices and discounts must follow the pricing policy. Deviations from this pricing policy must be approved by the CEO. + +## Order from customer + +## Order confirmation for customer + +## Setup + +## Invoice for customer + +## Booking + +## Payment collection + ## Acquesition ### Prospect Initiated