Provide support to your customers enabling multiple agents to serve.
Customer starts chat by filling minimal inforation to start chat with support agents. When a cusotmer starts chat then a welcome message is sent to him and asked to wait for agents to respond
Support agents logs into system to serve customers. New Customers are put into a waiting list and logged-in agents selects a cusotmer to start chat.
System logs chat statues in order to have agent performance reports. Agent and Customer chat responses are also time stamped for performance reports. Chat statuses include: Chat Requested, Chat Closed by Customer, Chat Completed, Asked to contatc again with more info.
Customer feedback is collected for each chat session in the form of Stars and remarks(optional).
This is a common feature for controlling the user rights, simply there are two major components PERMISSIONS and ROLES.
Dashboard is the main display of the overall status of the business, Dashboard contains:-
Overall Sales graph
for
the last 7 days (graph).
Most performing
Agent
last 7 days (graph).
Shipment graph by
type
lst 7 days (graph).
Shipment
destinations
last 7 days (graph).
Location management is very crucial for the business to operate and expand appropriately. A location means country,city, latitude,longitude. This easily show our locations on the map, and customers can locate their nearest office or destination country.
Rates will be defined by the admin, then agents use the rates that were defined. Rate definition have different parameters, { Source location, Target Location, Good Type, Transportation mode, Weight minimum, Weight Maximum, Minimum Rate Value, Maximum Rate value
Good Type: There are different types of goods that can be shipped,
namely { Identity Document, business document, other document, electronic, food, …
Transportation Mode: Land, Sea, Air
Agent registration is a process that we input all the necessary information that we need to know from the agent.
This process will be in different steps.
Agent Profile
Information { Name, Agent Code, Short description, Office Front picture, street view
picture
}
Contact
information { Name, role, Telephone, identity document } this can be list of people.
Address
information { Location , Street, House number … }
Legal
information { Partner Name, Ownership type, Permit letter ….} this can be more than one
record.
Admin can update following information for an Agent, Personal, Business Information, Contact Information, Legal Information
Admin user can suspend agent, then the agent and its users can no more access to the system. Also other agents cannot send shipments to this location unless this flag is reset.
This is to make agents back in to service after that temporary suspension.
This will show the list of users under this agent.
Agent will pay an Advance balance to ArsalEx through cash or Bank transfer and Admin will update his/her balance in system by: Selecting/searching Agent Name, Amount, Date Paid.
When agent starts business, there are financial transactions that go in to the agent’s account. All the money that’s collected is not owned by the agent, rather it gets a percentage as per the commission configuration. Settlements are initiated by the party that wants to pay money, in that case if the agent is paying then they should initiate, otherwise the admin can initiate.
Admin will have the below features under settlement management.
This means, he wants to pay money to agent. Also through manual process agent physically sends money through bank.
This means when the settlement is created from agent. This will deduct money from Agent account to a GL Account.
Agents will have some account in the system, that they receive money when customer pays them or when they earn commissions. So always agent will see its Commission balance and Settlement balance.
Settlements can be rejected, when rejecting the user provides the reason clearly and then we set the status of the settlement to REJECTED. This is a final state and no further changes can be made on that settlement.
Commission is configured to calculate the part that agent gets the rates that are charged to the customer for the shipment service. Agents earn commissions from
Shipments created.
Shipments destined
(received for delivery).
Shipments transited
(processed as a transit agent) and attempted.
Therefore the commission management have different features under.
Admin is able to define commission plans, commission have { Source Agent Commission, Destination Agent commission, Intermediate Agent commission}
Admin is able to edit those commissions that are already created.
This report takes input criteria parameters { Agent, Start Date, End Date}. This report show details of all Shipment sales that are recorded by that agent. The report will have columns {TransactionId, Date, Customername, Total charges, Agent Commission}.
This report takes input criteria parameters { Agent, Start date, End Date }. Shows one summary record for each date of that specific agent. This report shows columns { Date, Total Charges, Total Agent commission }
This report shows the full details of all shipments that are in progress and their status. The user input different criterias { Source Location, Target Location, Shipment status, Start date, End Date } .
Trial balance is very crucial for the financial controlling team, this is calculated from all transactions that was recorded in the system during the period the user wants to see. This takes { Start date, End Date } as input parameters. The output of this report will show {Account Id, Account Name, Debit, Credit, Balance }
This report shows the admin level, which customer is making the most business through the overall agents of the company.
This report shows the list of settlements in respect to the period selected and the status. The user inputs criteria as { Start Date, End Date, Settlement status} the output of this report will show { Settlement No, Agent Name, Date, Status, Amount }
Agent information can be updated by the agent if needed, this means the update of address , change of contact telephones can be done.
Agents will register multiple Offices that are on different locations under that agent. There are different options under this:
On the office details screen there will be different options Disable/Enable Office.
Agent saves Office Name, Address, State, City, Contact Person, Phone 1, Phone 2, Email, Status (Active, Inactive), location (Longitude, Latitude)
Users are created by agents, and they can have unlimited users working on the different offices of the agent.
The agent can search one specific user. Once agent views the full information. The Agent can update any information of the user(First Name, Last Name, Email, Username, Phone number, Status (Enable/Disable), Office etc)
Agent dashboard has a summarize view:
Total Sales chart
Total inbound
shipments chart.
Total outgoing
shipments chart.
Customers are very important part of the system, they need a special attention. There are mainly 2 types of customers ( 1. Corporate customers 2. Individual customers). Agent will register the information of the customer according to its type. When a customer wants to make a shipment they only have to tell their ID or phone number or Email address to fetch the customer information and fill the shipment details.
Agent register the customers with details:
Corporate customer
details
Individual customer
details
Moreover the customer can book shipment on the portal, then the agent will only collect the physical goods and process for shipping.
Office users create the shipments into system so that Customers may have uptodate information about their shipment location.
Two receipts are generated against every shipment; one is for Customer and other is for office use. An SMS alert is also sent to Customer mobile number for shipment booking so that user may also trace his/her booked shipment from a tracking number.
Offices can also view the shipments that are destined to their offices and their sent shipments in order to view status and make arrangements accordingly
These are the shipments that are booked by the customers of this agent. we should change the status of the shipment to processed. We also create a tracking record for every shipment.
TO keep the record of sent shipments
Here we allows only for users from the shipment-transit agent ( Agent that’s marked as transit agent in shipment table) and the status of the shipment should be SHIPPED.
The agent confirms the receipt of a shipment that was destined to this agent/user, this will update the shipment status to the final and the customer will be able to collect.
This usecase marks the shipment as delivered to customer. At this stage the system should send an EMAIL/SMS notification to the destination customer as per the initial notification method selected.
The Commission of the shipment is added to the Agent balance once the shipment is collected by the Customer.
The agent/user can search shipments according to different criteria parameters, Input { Direction, Start Date, End Date, Status,Tracking Number, Shipment Id }. Once the agent views the shipment information then they can update the status of the shipment, and can add more tracking information. Cancel Shipment
Shipments can be cancelled by agent before they’re shipped, once they’re shipped the agent can’t cancel them.
Agent can Track a specific shipment or a group of shipments, through the different sub options.
This show the list of shipments that are destined to this agent. He can specify the shipment Id/Tracking number to see only one specific shipment.
Agent can track shipments that were created and sent from this agent location. He/she can also provide a specific Shipment Id/Tracking number.
This shows the list of shipments that will be transit on to this agent, there will be different filter he can provide.
Throughout the operations agents collect money from customers, and also earn commissions. So agents either require to pay the central office or to be paid by the central office, meaning either receive or pay.
Agents can create settlement to pay the central office. On this screen the agent should input { Amount, comments, Beneficiary Bank Account }
When the admin wants to pay the agents then they’ll create settlement on the admin portal and the agent will see from this screen to accept the settlement.
This report shows the settlements of this agent during the period selected by the agent, the report will take parameters { Start date, End Date }
This report shows the commissions earned by the agent during the period selected. input { StartDate, EndDate}
This report shows the transactions of the agent originated shipments during the period selected by the agent. Input { StartDate, EndDate} the output of this report have these columns { ShipmentId, Date, Description, CustomerId, Charges, Comission }
This report shows the transactions of the agent destined shipments during the period selected. Input {StartDate,EndDate} the output of this report has these columns { ShipmentId, Date, Description, Comission}
This report will show a summarized information about the shipments made by the different customers on that agent. So this report will make the highest first and it gives the agent a clear information on which customer is making the most business with this agent.
This report will show the status of the shipments that were originated from this agent.
Laboratory Management System is End-to-End easy to use system that enables administrators to manage Tests, Collection Centers, System Users, Patients, Test Reports and Sales Reports Collection Center wise.
Admin creates new tests that are conducted at Laboratory. Admin can also flag these Tests as unavailable and Collection Centers will not be able to book these Tests.
These are also defined at the time of test creation and these can be updated later on and it immediately reflect throughout the system.
Admin also defines discounts while creating new Tests and can be updated later on and it immediately reflect throughout the system.
Admin creates groups of created Test as some tests are conducted in a groups and charges of these groups are also defined at group creation time. Group Tests have lower charges as compared to the individual Tests total charges.
Admin creates Collection Centers that register Patients, collect samples and sends it to the Laboratory to conduct tests and get reports. Collection Centers get their commissions upon every test they book.
Admin creates users of a Collection Center with a limited admin permissions so that they may create their own users. Admin can block any user or complete Collection Center and they will be unable to login to the system.
Admin views sales reports Collection Center wise so that he/she may assess the total revenues and Collection Center Commissions.
Collection Centers manage their own users. They create new users, update and delete users. They can also block users and these users can’t login then.
Collection Centers register patients and after that they can book Tests and generate Invoice and collect money from customer. An SMS is sent to the customer cell number for booking of tests and customers can view and print their reports online.
Once the Test are conducted and reports are entered into the system at Laboratory then an SMS alert is generated to the customer so that they may collect their Reports from Collection Center or view/print their reports that are available online.
Collection Centers can view their own Sales reports and can see the commissions that they have earned.
Laboratory users that have been created by Admin conduct test upon the Samples that they have received from different Collection Centers and update the Test Results Patient wise and each Test wise. When they mark these Tests as Complete then an SMS is sent to the Customer/Patient so that they may collect their reports.
Sometimes Samples are insufficient or expired then Laboratory Users request the concerned Collection Center to get the Samples again and send it to Laboratory so that the test is conducted.
Customers can also login to the system though a MR Number and a password that is auto generated by the system. They can view view/print their test on their own.
Customers get SMS and email alerts when they get register at Collection Center and also at the time when their Tests are completed.
A standard website is also
the part of the system for following sections/pages:
Home: Sliding images
that best describe your business
About Us: An
introduction of the Laboratory
Services: The services
that are offered to the Customers
Why
Us? The distinction
that you provide to the customers
Contact Us: Listing of
Head Office and all the registered Collection Centers with complete address and phone numbers
Register: Invitation
for registration of new collection centers
Tests: Test that have
been registered by Admin and are marked as available are displayed with charges.
Career: Collect CVs of
the new employees from a from in the website on an email
Signin: User Sign in
page
Online Reports:
Customers can view their Reports by logging in through provided MR Number and password.
This is a comprehensive and flexible system to reach your customers in providing useful messages about your service. The aim of the system is to achieve customer satisfaction. User create a notification and then can schedule to send it later. Auto Notifications (bases on some set business rules of the organization; also configurable) are also sent through all channels.
Customers provide their email ids at the time of registration and it is used to send notifications of different types.
The Customers who have provided their mobile numbers at the time of registration also receive service notifications.
The Customers who have downloaded our app from google Play Store or Apple Store receive service notifications in their apps.
This notification will be sent one/two (configurable) days before expiry of service.
This notification will be sent upon expiry of service so that user may know that the service is down due to nonpayment.
Admin can schedule a notification for any channel to intimate customers for a service down due to schedule maintenance.
Even greetings can also be scheduled for any channel with an image to be sent through email.
Admin can schedule a notification of any channel for Management group, General Employee group or any custom group.
The scheduler services for different channels run
every time and whenever the schedule time for a message is reached then the service push this message to
Microsoft Message Queue.
These services also log the total number of
messages meant for queue and successfully sent messages and also the failed messages so that admin may
check the issue with the service and/or recipient.
An end-to-end Tickets Management System developed with to serve the customers with multiple channels i.e. Email, web app and mobile App (Android and iOS). Tickets are created for multiple projects. And these have been associated as per the requirements.
As organizations run their different projects/operations at the same time so admin can create projects and tickets are created to a specific project.
Customers sends emails to an email address and a service fetches these emails to create tickets into Tickets Management System
Customers sign-in to their customer panel with credentials created at the time of registration. And they select an issue they face and then provide the description of that very issue. Then this ticket is created into Tickets Management System Mobile App (Android and iOS) Customers also use mobile app. Login into it and can create tickets into Ticketing Management System.
Agents are created in order to take users calls and then create tickets.
All the tickets created from email, customer web panel and from mobileApp are assigned to the manager/Lead and then he/she assign these tickets to some employee to resolve the issue and then report back by updating the tickets status.
All the tickets created pass through a lifecycle that is the status of a ticket at any point of time. All the states of the tickets are also being recorded so that we may get have an audit trail.
User feedback is also collected through customer web panel and mobile app directly from customers and for tickets created through email and agents this is being logged through agents.
Automate your MySQL and PostgreSQL database backups by defining its frequency with successes and failure email notifications.
Frequency of taking backups is configurable and it can be set as after every 15 minuts or 24 hours whatever you want to configure.
Agile Backup supports MySQL Server and PostgreSQL with unlimited number of backups.
Agile Backup service takes databases backups on local drive and then uploads backups on Google Drive or some FTP Server for high availablity in acse of machine crash.
Agile Backup send Email notifications for Success and Failure to diferent email addresses with flexible configurations.