1.)Initially I would like 200 logins made to the retailer area page starting at 7000.

2.)If it doesn’t require anything more, I would actually prefer a few thousand but 200 will do fine at first.

3.)If possible I would like the username to be their 7000 number and the password to be the last 4 of their s.s.#/tax id once a s.s.#/tax id is entered with all the other info from the retailer.

4.)I would like all form submissions and status changes to be time and date stamped so I can sort by this later and because some things will be scheduled. Honestly time isn’t that important, mainly the date for most of the stuff I will need.

5.) when a visitor decides to sign up after reviewing what we offer in the retailer page.... They hit a signup button.

6.)This button redirects to the sign up page where they would sign up as a retailer by entering credit card/ PayPal information and contact info.

7.)Upon submission All of these fields would be transferred to the retailer portion of the database and a welcome/confirmation email would be sent to the new retailer with subcontract forms and instructions to fill them out and email or fax back.

8.)Initially the status of the retailer info will be marked as "unfiled" until we receive their paperwork and put it into a new status.

9.)In the event that we don’t receive the retailers paperwork for a specified number of days and the "unfiled" status hasn’t changed I would like an email alert sent to me as a reminder to re-contact the retailer.

10.)When we do receive their paperwork and change the status to " filed" I would like the retailer to be sent an email with their login info and our contact info just in case they have any questions.

11.)At this point the retailer can login to their page and have access to all the product and promotional information as well as access to an account page where they can see their customers, customer status, commissions, and update their contact info.

12.)When they login under each provider’s logo they will have the option to submit an order.

13.)When they fill out their customer’s info and submit, it will transfer all the fields to the customer portion of the database.

14.)In this portion of the database there should be another column that names what provider i.e. Dish network, DirecTV, clearwire, adt as well as the retailer submitting the customer order and of course the time date.


15.)When the customer info populates in the database it should initially be put in the status of "unprocessed".

16.)At this time an email should be sent to the retailer as a confirmation that it was submitted and will be processed shortly.

17.)Also an email alert should be sent to us alerting that we have a new order to process

18.)Once we process the customers info we will change the status to one of the following and alert the retailer with a specific email response depending on the situation

19.)These customers as well as their status should be made available to the retailer in their account info page

a.) Denied because of credit
This will follow with an email informing the retailer and instructing them to resubmit under another name or resubmit the same info and mark in the notes that the customer has decided to go with a no credit program and we will charge the customer accordingly

b.) Denied because of invalid credit card info
Here the retailer will be informed as before explaining the situation and instructing to resubmit the order with new credit card info

c.) Denied because of former customer status
Here the retailer will be emailed that the customer didn’t qualify because they don’t qualify as a "new customer" and will be instructed how to proceed

d.) Pending installation
When the status is changed to this the retailer will be emailed a confirmation with the scheduled date of installation for their customer and that we have contacted the customer to confirm this date. Also not only should this status change be dated, but the customers scheduled install date should be entered so we can sort by their scheduled install date daily and update accordingly

e.) Installed
Here is where we would change the status on a daily basis for those customers who were installed the previous day

This is where the commissions section of the database comes into play. When a customer status is changed to installed a certain commission amount is generated for what was sold. Also this customer info is copied to the commissions section. Based on where the install date falls in a number of pay periods an account balance would be updated for the retailer in their account info page under balance and next to their installed customers info as well

On our end in the commissions section we would see what customers were installed, by what retailer and how much is owed out in commissions for a particular pay period

If possible the period would reset the balance once it has passed a certain amount of days and the current date falls into the next pay period

In the commissions section perhaps orders could have a field that displayed what pay period the entry fell into
f.) Chargeback
This status is for when we find out a customer has cancelled. We then chargeback the retailer but first send an email to them asking what method we should take to do this, i.e. subtract from owed commissions, subtract from chargeback fund, bill credit card, etc.

20.)If possible I would like to view when individual retailers have last logged in

21.)Also next to the date of their "filed" status I would like it to display how many days one has been a retailer

22.)All the customer status changes should update in the retailer account info page for the retailer who sold that particular customer.
23.)Because of multiple lines or rows used in entries for customers, retailers, commissions, etc. , each entry should alternate in color.

24.)In the retailers account info page the retailer should be able to view all their entered customers and supply orders and their status. Also they should be able to sort by different fields.

25.)I would like the option to manually enter customers so I can update the database with previous customers we have signed up in the past.

26.) I would like another table/section of the database to be for supply orders placed by the retailer. They would choose this from a shopping cart or separate “supply page they would access from their retailer area page, and what they ordered specifically would be poplulated into fields in this section. Then an email would be sent to them confirming their order and another would be sent to me so I can place the order.