CRM

 

class Enquiry(db.Model):
    id = db.Column(db.Integer, primary_key=True)
    enquiry_no = db.Column(db.String(20))
    client = db.Column(db.String(100))
    end_user = db.Column(db.String(100))
    project_name = db.Column(db.String(200))
    # ... other columns ...

    def __init__(self, enquiry_no, client, end_user, project_name, ...):
        self.enquiry_no = enquiry_no
        self.client = client
        self.end_user = end_user
        self.project_name = project_name
        # ... initialize other columns ...

 

 

Sno
Enquiry No	ENQ/TMAE/10000/2024	Red color to increment
Client
End User
Project Name
Project Stage	BID to BID,BID to BUY,QUOTE	DD
Supply of
Region	UAE,Iraq,Saudi,Oman,Bahrin	DD
Sector Name	O&G,Infrastructure,Power,Others,Steel,Utility,Water,Water & Electricity.Water Wsste water
Business Unit
Status	Dropped,Quoted,
Closing Date for Quote
Quote Number
Enquiry Received date
Quotation Submitted Date
Rework on a quote already submitted
Revision Number
Engineer Quoting
Approving Manager
Account Manager(if any)
Estimated Value in USD
Estimated Value in AED
Estimated value for revision 0
Estimated value for revision 1
Estimated value for revision 2
Estimated value for revision 3
Estimated value for revision 4
Status of Quote /Reason for Revision
% of Winning Probablity

 

Tables:

1. Customers

   • customer_id (INT PRIMARY KEY): Unique identifier for the customer
   • company_name (VARCHAR(255)): Name of the customer company
   • contact_name (VARCHAR(255)): Name of the contact person at the customer company
   • email (VARCHAR(255)): Email address of the contact person
   • phone_number (VARCHAR(20)): Phone number of the contact person
   • address (TEXT): Billing and/or shipping address of the customer

2. Contacts (Optional - Can be linked to Customers table for multiple contacts)

   • contact_id (INT PRIMARY KEY): Unique identifier for the contact
   • customer_id (INT FOREIGN KEY REFERENCES Customers(customer_id)): Foreign key referencing the customer
   • first_name (VARCHAR(255)): First name of the contact person
   • last_name (VARCHAR(255)): Last name of the contact person
   • email (VARCHAR(255)): Email address of the contact person
   • phone_number (VARCHAR(20)): Phone number of the contact person
   • title (VARCHAR(255)): Title/designation of the contact person

3. Products/Services

   • product_id (INT PRIMARY KEY): Unique identifier for the product or service
   • name (VARCHAR(255)): Name of the product or service
   • description (TEXT): Description of the product or service
   • unit_price (DECIMAL(10,2)): Price per unit of the product or service
   • category (VARCHAR(255)): Category of the product or service (e.g., Software, Hardware, Consulting)

4. Quotes

   • quote_id (INT PRIMARY KEY): Unique identifier for the quote
   • customer_id (INT FOREIGN KEY REFERENCES Customers(customer_id)): Foreign key referencing the customer
   • created_date (DATETIME): Date and time the quote was created
   • expiry_date (DATETIME): Date and time the quote expires
   • total_price (DECIMAL(10,2)): Total price of the quote (sum of all line items)
   • status (VARCHAR(255)): Status of the quote (e.g., Draft, Sent, Accepted, Rejected)

5. Quote_Items

   • quote_item_id (INT PRIMARY KEY): Unique identifier for the quote item
   • quote_id (INT FOREIGN KEY REFERENCES Quotes(quote_id)): Foreign key referencing the quote
   • product_id (INT FOREIGN KEY REFERENCES Products/Services(product_id)): Foreign key referencing the product or service
   • quantity (INT): Quantity of the product or service included in the quote
   • unit_price (DECIMAL(10,2)): Price per unit for the item in this specific quote (can be different from product price)
   • total_price (DECIMAL(10,2)): Total price for this item (quantity * unit_price)

6. Bids (Optional - Can be an extension of Quotes table with additional fields)

   • bid_id (INT PRIMARY KEY): Unique identifier for the bid (can inherit from Quotes table if Bids are a specific type of Quote)
   • quote_id (INT FOREIGN KEY REFERENCES Quotes(quote_id)): Foreign key referencing the original quote (can be null if Bids are a separate entity)
   • competitor (VARCHAR(255)): Name of the competitor (if any)
   • bid_price (DECIMAL(10,2)): Total price offered in the bid
   • win_status (BOOLEAN): Flag indicating if the bid was won (optional)

Relationships:

• A Customer can have many Quotes. (One-to-Many)
• A Quote belongs to one Customer. (Many-to-One)
• A Quote can have many Quote Items. (One-to-Many)
• A Quote Item belongs to one Quote. (Many-to-One)
• A Product/Service can be included in many Quotes. (Many-to-Many) (Implemented through Quote Items table)
• A Contact can be linked to a Customer (Optional - One-to-Many)
• A Quote can be converted to a Bid (Optional - One-to-One)