Contact person: Business Client

Phone:Show

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Location: Surat, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Introduction:
This is the complete requirements for building a modern Sales Funnel Management System. The goal is to create a user-friendly mobile application for your sales team to manage the entire client acquisition process—from identifying a potential lead (Stage S0) to completing the first transaction (Stage S7).
The system will feature a React Native mobile app for field executives, a powerful Node.js backend with a PostgreSQL database, and, most importantly, will be fully integrated with your company's SAP S/4HANA system through APIs to ensure all data is synchronized and accurate.

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System Requirement Specification: Sales Funnel Management System
Version: 1.0
Date: 16-10-2025
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1. Introduction & Overview
1.1. Purpose
The purpose of this document is to define the functional and non-functional requirements for a comprehensive Sales Funnel Management System. The system will digitize the client acquisition process, from a potential lead (Stage S0) to the first material pickup (Stage S7).
The system is designed for sales executives using a mobile application in the field, providing them with tools to manage their pipeline and ensuring all collected data is seamlessly and accurately synchronized with the central SAP S/4HANA system.
1.2. Scope
The system will cover the entire sales lifecycle as defined in the provided "CD Stage" files. This includes:
Lead creation and management.
Tracking client visits and interactions.
Collecting client data and verifying quantities.
Managing sample collections.
Handling quotations and negotiations.
Onboarding clients through document collection (Member Conversion).
Initiating the first transaction (Lifting).
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2. System Architecture
The proposed architecture consists of three main components that communicate via APIs:
1. Frontend (Mobile App): A cross-platform mobile application built with React Native for iOS and Android. This will be the primary interface for sales executives.
2. Backend Application Server: A Node.js server that exposes REST APIs for the mobile app. It will handle business logic, user authentication, and temporary data storage.
3. Database: A PostgreSQL database connected to the Node.js server to store application-specific data, offline data, and logs.
4. Core ERP System: The SAP S/4HANA system, which acts as the master database for customers, quotations, and final transactions.
Data Flow:
• The mobile app communicates exclusively with the Node.js API server.
• The Node.js server orchestrates the data flow between the app's database (PostgreSQL) and the SAP S/4HANA system.
• Critical customer master data and transactional data will be pushed to or pulled from SAP S/4HANA using standard APIs (like OData services).
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3. User Roles
• Sales Executive: The primary user of the mobile app. Responsible for all field activities, including adding new leads, updating stages, collecting documents, and communicating with clients.
• Sales Manager / Admin: A user with access to a dashboard (can be part of the same app or a separate web interface) to view the entire team's sales funnel, generate reports, and approve certain stage transitions if required.
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4. Functional Requirements (Features)
The application's features will be structured around the defined S0 to S7 sales stages.
4.1. General Features
• Secure Login: Users will log in with their corporate credentials (integration with Azure AD is recommended, based on your previous projects).
• Dashboard: Upon login, the user sees a summary of their pipeline:
o Number of leads in each stage (S0 to S7).
o Upcoming tasks or follow-ups.
o Recent activities.
• Search and Filter: Ability to search for clients by name, region, or stage.
• Notifications: Push notifications for important events (e.g., new lead assigned, sample report ready, quotation approved).
4.2. Stage-by-Stage Functionality
Stage S0: Visit Pending
Lead Creation: Sales executives can add new potential clients based on market data.
Required Fields:
Industry Name
Address (with GPS location capture)
Pin Code
Contact Person & Mobile Number
Estimated Waste Quantity (QTY/Year, Per/month)
Grade, Region, Generation TPM
The lead is created in the PostgreSQL database and assigned a unique ID. It is not yet created in SAP.
Stage S1: Primary Visit
Stage Update: Ability to move a lead from S0 to S1.
Visit Management:
Log a visit with date, time, and notes.
A "Check-in" button to confirm the visit.
Detailed Data Collection Form: A comprehensive form to capture all mandatory information required for creating a P-Code in SAP later. This form will include all fields mentioned in your [login to view URL] file, such as:
PAN No, GST No
Payment Terms
Industry Type, Waste Name, Physical Form
Contact Person details, etc.
Stage S2: Quantum Verification
Document Upload: A feature to upload necessary documents by taking pictures or selecting files.
Mandatory Document: The app must have a specific field for the CCA (Consent to Operate) Copy.
Verification: A status indicator for documents (e.g., "Uploaded," "Verified," "Rejected").
Stage S3: Sample Collection
Log Sample: A form to record details of the collected sample:
Waste Name, Physical State (Liquid/Powdery)
Quantity Collected (e.g., 2 Ltr or 1 Kg)
Date of collection
Status Tracking: Track the sample's status (e.g., "Collected," "Sent to Lab," "Report Approved").
This stage will trigger the creation of a prospective customer (e.g., as a BP with a "Prospect" role) in SAP to manage the sample analysis process.
Stage S4: Standard Quotation
Request Quotation: A button in the app to "Request Standard Quotation."
API Call: This action sends an API call to the Node.js server, which then triggers a quotation generation process in SAP S/4HANA for this prospect.
View Quotation: Once generated in SAP, the quotation (as a PDF or key data) should be viewable within the app.
Stage S5: Rate Negotiation
Log Negotiation: A section to add notes about negotiations, including:
Client's feedback
Proposed revised rates
Confirmed committed quantity (TPA - Tonnes Per Annum)
Update Quotation: Ability to request a revised quotation from SAP based on negotiation notes. The app should display the version history of quotations.
Stage S6: Member Conversion
Document Checklist: A dedicated screen showing the 12 mandatory documents listed in your [login to view URL] file (Membership Form, PAN Card, GST, etc.).
Checklist Management: For each document, the sales executive can:
Upload the document file/image.
Mark its status as "Collected."
Final Conversion: Once all 12 documents are collected and verified, a "Finalize Conversion" button will be enabled. Pressing this button will trigger the master API call to SAP to convert the prospect into a full-fledged customer account.
Stage S7: Lifting Started
First Lifting Log: After conversion, the app allows the sales executive to record the details of the first material pickup.
Fields:
Date of Lifting
Quantity Received (GGEPIL)
Vehicle Number
Stage Completion: Logging the first lift moves the client to the "Active" or "S7 - Lifting Started" stage, completing the sales funnel. The client is now managed by the operations team.
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5. SAP S/4HANA Integration Requirements (APIs)
The Node.js backend will communicate with SAP S/4HANA via secure, RESTful OData services. The following APIs (or BAPIs exposed as OData) are required from the SAP system:
# API Endpoint (Example) HTTP Method Description Triggered at Stage
1 Create_BusinessPartner_Prospect POST Creates a prospect Business Partner (BP) in SAP. S3 (Sample Collection)
2 Create_Sales_Quotation POST Creates a standard sales quotation for a prospect BP. S4 (Standard Quotation)
3 Update_Sales_Quotation PUT Updates an existing quotation with new rates/terms. S5 (Rate Negotiation)
4 Get_Sales_Quotation GET Retrieves quotation details and PDF for viewing in the app. S4, S5
5 Convert_Prospect_To_Customer POST Converts the prospect BP to a full customer account, using all the data collected in Stage S1 and S6. S6 (Member Conversion)
6 Create_First_Lifting_Order POST Creates the initial sales order or goods receipt document for the first pickup. S7 (Lifting Started)
7 Attach_Document_To_BP POST Attaches uploaded documents (like CCA, PAN, etc.) to the Business Partner record in SAP. S2, S6
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6. Non-Functional Requirements
Performance: The app must be responsive, with API response times under 2 seconds for normal operations.
Security:
All API communication must be over HTTPS.
User authentication and authorization must be robust (e.g., JWT tokens).
Sensitive data stored on the device must be encrypted.
Offline Capability:
The sales executive must be able to create leads, fill forms, and log visits even without an internet connection.
The data will be stored locally in the app and synchronized with the server once connectivity is restored.
Usability: The UI/UX must be simple and intuitive, designed for quick data entry in the field with minimal clicks.
Scalability: The backend architecture must be able to handle a growing number of users and a high volume of data and transactions." (client-provided description)