About

We are a Small family-owned distribution company serving gas stations & C-stores within a 100-mile radius. No shipping/e-commerce. We need a lightweight ERP system with a Progressive Web App (PWA) for customer ordering, with modern UX/UI and integrated operations/accounting functionality. -Current System We are currently using a standalone SQL/RPT .exe ERP (self-hosted on Windows Homegroup LAN). The old system was used primarily for POS(Walk in customers), invoice creation, and MSA reporting. We will start fresh on the new system the only data to be transferred will be inventory (less than 500 items) and customer information (50-100 accounts). I have already extracted the SQL queries our program uses to generate the MSA reports along with access to all Microsoft access tables used by the old system to generate the MSA reports. This should help developers replicate the compliance reporting logic. Along with files the program currently generates. -Technology Flexibility We have demoed ASP.NET, React/Node, Odoo Community, and a fork of Odoo. We are open to any stack as long as it meets workflow needs. (If using odoo we prefer react front end) -Who Should Apply Only candidates who have built ERP systems for distribution/cash and carry or B2B wholesale. Must be able to show a demo (I need to visually see prior work to be confident). Must have experience with compliance-heavy reporting (MSAi or similar). *Customer-Side Features* User Registration & Login Product Search & Filtering Categories & Subcategories Product Details (description, image, price, stock availability) Add to Cart & Manage Cart Barcode Scanning (phone camera) Checkout Process (order summary) Order Tracking (pending, approved, dispatched, delivered) Order History (all purchases, with filter for cigarette-only invoices) Notifications – order confirmation, dispatch, delivery PWA support (installable like a native app) *Admin/Employee Side Features* Admin/Employee/Driver Login Dashboard (orders, sales, stock overview) Category Management (Add/Edit/Delete categories & subcategories) Product Management (Add/Edit/Delete products with stock & images) Inventory Management Item Limit for restricted stock Low-stock alerts (Purchase Order Management) Bulk product upload (Excel/CSV) Order Management (approve/reject/update order statuses) Order Picking (generate pick lists, barcode scan for verification, track “picked by”) Sales Reports (daily/weekly/monthly) Top-selling products Customer order reports Role-Based Access (Admin, Employee, Delivery Driver) Notification Management (send bulk SMS or WA updates to customers) License Tracking Add/edit licenses (tax, vapor, hemp, tobacco) Expiration reminders Block sales if expired *Business Workflow Features* Invoice Cloaking (True invoice with internal item name vs. customer invoice with cloak name) Separate Invoicing (cigarettes vs. other merchandise) POS-Style Order Screen for walk-in customers (offline-capable incase internet goes out) Accounts Receivable Tracking (balances, credit customers) Expense Management (recurring expenses for profit tracking) Pricing Logic (group pricing, price planning) Safeguards (prevent below-cost sales) “Remember last price sold” per customer Driver mobile login (mark orders delivered/paid, upload check photo, capture invoice signature) Driver Route Assignment (assign/group by delivery sequence) End-of-Day Report (delivered vs pending recap) *Compliance & Reporting* MSAi Report Generation (Multi-Category .TOB format) https://msa.avior.tax/sites/msa.avior.tax/files/Master_MultiCat_Format_Requirements_TOB.pdf Sales Analysis Reports Top Products and Customer Purchase Reports *Budget & Expectations* I would like to prioritize getting the customer side up as soon as possible so we can have customers order via app and key it into our current erp system while the full system is built out. Budget: $6,000 – $8,000 (fixed price) Only apply if you can work within this budget. Please do not apply unless you can show a working demo for distribution, wholesale, or B2B ordering. Retail POS, salon systems, time clocks, or manufacturing ERPs are not relevant to this project. *Please do not mention a project if you have an NDA active and cant show anything about it*