Explanation

Customer Relationship Management (CRM) is a project for my thesis. This project is using microservices architecture to integrate with ERP and SRM.

Problems

The main problem I was facing is there is no similar projects (CRM with retail as the end user and it's relationship with industry) out there. So I had to do some researches to find the best flow for retail and industry. There was also some inconsistent database designs because I also had to design the database carefully to ensure seamless integration with SRM and ERP systems.

Project Goals

The project aims to develop a CRM using microservices architecture. The project will be integrated with SRM (Supplier Relationship Management) and ERP (Enterprise Resource Planning) systems. The main goal of this project is to develop the system based on the UI/UX design, database design, and the flow of business model. I aim to create a CRM with retail as the end user. In this project, retail can request to buy products from the industry through the flow. If industry accepts the retail's request, contract will be made.

Tech Stack

Next.js serves as the main frontend framework, while Express.js powers the backend. Other crucial libraries that is used:

1. Redux for enhanced state management
2. Zustand for handling local storage
3. Sequelize for database interactions
4. react-hook-form and Yup for powerful form management
5. Material UI, Mantine UI, and Tailwind for styling

Features

This project currently has these features:

Retail Portal

Retail portal is a portal that can be used by retail to buy products for industry. This portal can be used by industry also to manage if their products will be shown or not.

Requisition

In Requisition, the business flow comes. Retail will send Letter of Request to the industry, and then industry will send Letter of Agreement to the retail.

Contract Management

If both tenants accepted the letters and requirements, a contract will be made.

Event & Discount Management

This feature is used by industry to manage their events and discounts for their products. It shows the calendar that can interact with the user.

Point of Sale

This module is exclusive for retail. It contains two features: Cashier and Transaction History.

• Cashier
  On the cashier page, retail can choose items from their inventory and add the items to the invoice.

• Transaction History
  This page is designed to show the transactions made by the cashier.

And be planned to have this feature:

• Integration with Logistic Management System
  Logistic Management has the data of items delivery, so this feature will be integrated with Contract Management.
• Integration with Enterprise Resource Planning System
  Most of the CRM features need to be integrated with ERP, starting from retrieving items stored by tenants in Inventory to creating an order in Account Payable.