kleberbaum/django-test repository overview

⁠KISy

⁠KISy is the agency's customer information system and central interface for new customer acquisition and management of existing customers as well as documents.

⁠Features

⁠Customers

Customers are able to use the following functions

• Registration

• Login

• Login via link or token (via QR code)

• Login via random password -> Then set a new password

• Apply for free analysis

• Make analysis-based purchase decisions (individual solution)

• View the analysis and compare it with other companies in the same sector

• Order Management

  • View offer and download as PDF
  • View order confirmation and download as PDF
  • service contracts or other documents relevant to the order show and download as PDF
  • View invoice and download as PDF
  • Pay bill online (Stripe / PayPal)
  • Rate orders (through ARS - Advanced Rating System)

• Retrieve ongoing orders

  • View the live status of the order (with animated live icon)
  • Add questions about the current order

• Change data

  • The customer can change all data relevant to the customer (e-mail, Password, company name, VAT number, address, date of birth, ...)

• Received rewards

  • Upon registration (in the form of credit note)
  • On order (in the form of loyalty points)
  • On birthday (If date of birth indicated)

• Redeem rewards

  • Targeted redemption of loyalty points or vouchers when ordering the Choice (listed in checkout, offer, invoice, ...)

• Retrieve statistics

  • Exact analysis of online presence compared to other companies in the same sector (bar chart, ...)
  • Display orders as statistics
  • Timeline
  • Show loyalty points as statistics
  • Display the value of the online presence over the period since the first analysis

• Use direct support on the website under "Support"

  • Direct message (contact form)
  • E-mail contact link ([email protected]⁠)
  • phone number (+43 681 20502754 - in the future by separate Phone number for support requests replaceable)
  • Integrated FAQ with descriptions of solutions of all important actions

• Place new orders directly

  • Select area (Photo, Video, Web, ...) - Allow multiple selection
  • Request information (e.g., Due Date, Video / Photo / Web type)
  • Fully automated deals, if possible
  • Pay wish selectable (not binding)
    • Immediately upon completion (direct forwarding to payment service) - ever after service (otherwise examination and manual approval)
    • Upon receipt of the product (testing and manual approval)
  • Possibility to enter the coupon
  • Possibility to redeem loyalty points
  • Always set the value higher than the actual selling price
  • Automatically redeem small coupon (for example, 10 € discount if in ordered the next 2 hours, ...) There must be no loss -> From Deduct the value
  • Never more than 30% of the total price through coupons, loyalty points and Credit deductible
  • customer discount of 3% (of value)

• Retrieve and redeem referral links

  • Per valid referral coupon of 40 € -> new customer receives 30€

⁠Staff

Employees are able to use the following functions

• Retrieve any customer profile

• Retrieve the analysis

• Set the analysis

  • Manually by employees
  • No full KISy profile is needed to set the analysis! This is only created when the target person creates an account or this is created by us for marketing purposes.
  • Individual points
  • Values ​​between 0 and 100
  • Basic questions (form) serves as a guideline and can be answered by answering (eg with checkboxes and sliders) generate points automatically (e.g. the company social media, building the company homepage, design, logo, ...)
  • At the end of the analysis is a value between 0 and 100. This reflects the entire online presence of the customer again
  • Selection of the customer sector (e.g., construction companies, public safety, ...)
  • Comparison with all other values ​​of companies in the same sector

• Creation of an offer

  • Sequential number in the current year

• Creation of an order confirmation

  • If available with customer's order number used
  • No delivery without order!

• Creation of a service agreement

  • With completed values ​​for the order
  • If there are no values, open Modal to enter data after

• Creation of an invoice

  • With completed values ​​for the order
  • Selection and, if necessary, creation of items and their price

• Deactivate customers

SPDX-License-Identifier: (EUPL-1.2) Copyright © 2019 Werbeagentur Christian Aichner