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Publication
Plataforma inteligente de orçamentação
| Name: | Description: | Size: | Format: | |
|---|---|---|---|---|
| 8.35 MB | Adobe PDF |
Authors
Advisor(s)
Abstract(s)
Existem diversos programas de faturação no mercado, no entanto, na sua generalidade
apenas mostram o nome, uma breve descrição do produto, quantidades e valores dos
produtos, sendo essa informação para um cliente normal pouco percetível. Desta forma,
e face à necessidade de uma empresa em obter uma ferramenta que permita elucidar os
clientes sobre os detalhes dos produtos que lhes estão a propor, nasceu a ideia deste
projeto, uma aplicação de orçamentação que permita agilizar todo o processo referente à
elaboração de propostas/orçamentos, ao mesmo tempo que permite apresentar uma
descrição mais ampla dos produtos propostos.
Esta plataforma irá permitir detalhar mais pormenorizadamente a informação dos
produtos propostos ao cliente, e agilizar o sector da orçamentação. Deste modo a
aplicação permite efetuar mais facilmente as propostas, obtendo ao mesmo tempo as suas
margens de lucro, evitando com isto as folhas de cálculo utilizadas pela grande maioria
das empresas e a criação/edição de documentos de texto que seriam posteriormente
utilizadas para transmitir a proposta ao cliente. Ao evitar que os funcionários da empresa
tenham que efetuar os cálculos das margens e posteriormente elaborar a proposta, permite
a elaboração de mais propostas no mesmo período de tempo.
O facto da aplicação ser desenvolvida numa plataforma web, permite a realização dos
orçamentos e consultas das diversas informações, sejam efetuados em qualquer lugar,
desde que o equipamento do utilizador contenha acesso à internet. Além das habituais
informações das propostas, fornecedores, clientes e produtos, esta aplicação irá permitir
a visualização do histórico das propostas efetuadas.
Ao longo deste relatório será descrito o funcionamento de uma empresa particular,
estando o seu negócio relacionado com o fornecimento e montagem de sistemas de
instalações técnicas, as ferramentas utilizadas na implementação da aplicação de
orçamentação e a forma como foi implementada.
A elaboração dos orçamentos é auxiliada por um sistema de recomendação de modo a
agilizar a elaboração das propostas. Para se compreender o ser funcionamento, serão
expostos alguns dos métodos existentes e o método adotada no projeto.
There are several billing programs in the market, however, overall they only show the name, a brief description of the product, quantities and values of the products, thought this sort of information is barely perceptible by a normal customer. Thus, given the need for a company to acquire a tool to enlighten customers about the details of the products they are being proposed, the idea of this project was formulated: a budgeting application that allows to streamline the whole process related to the elaboration of proposals / budgets, while allowing a broader description of the proposed products. This platform will allow for a more in-depth specification of the information on the products offered to the client and streamline the budgeting sector. Therefore, this application allows to elaborate proposals in an easier manner, obtaining at the same time profit margins, thus avoiding not only the worksheets used by the great majority of companies but also the creation / editing of text documents later used to convey the proposal to the client. By preventing the company employees from having to perform margin calculations and subsequently write the proposal, allows for the development of more proposals in the same period of time. The fact that the application is developed in a web platform, allows the elaboration of the budgets and consultations of the diverse information, to be carried out in any place, as long as the equipment of the user has access to an internet connection. In addition to the usual information of proposals, suppliers, customers and products, this application will allow the visualization of the history of the proposals that were carried out. Throughout this report it will be addressed the operation of a particular company in which its business is related to the supply and assembly of technical installations systems. There will also be a focus on the tools used in the budgeting and how it was implemented. Budgeting is assisted by a recommendation system to expedite the preparation of proposals. In order to understand how it works, some of the existing methods and the method adopted in the project will be exposed.
There are several billing programs in the market, however, overall they only show the name, a brief description of the product, quantities and values of the products, thought this sort of information is barely perceptible by a normal customer. Thus, given the need for a company to acquire a tool to enlighten customers about the details of the products they are being proposed, the idea of this project was formulated: a budgeting application that allows to streamline the whole process related to the elaboration of proposals / budgets, while allowing a broader description of the proposed products. This platform will allow for a more in-depth specification of the information on the products offered to the client and streamline the budgeting sector. Therefore, this application allows to elaborate proposals in an easier manner, obtaining at the same time profit margins, thus avoiding not only the worksheets used by the great majority of companies but also the creation / editing of text documents later used to convey the proposal to the client. By preventing the company employees from having to perform margin calculations and subsequently write the proposal, allows for the development of more proposals in the same period of time. The fact that the application is developed in a web platform, allows the elaboration of the budgets and consultations of the diverse information, to be carried out in any place, as long as the equipment of the user has access to an internet connection. In addition to the usual information of proposals, suppliers, customers and products, this application will allow the visualization of the history of the proposals that were carried out. Throughout this report it will be addressed the operation of a particular company in which its business is related to the supply and assembly of technical installations systems. There will also be a focus on the tools used in the budgeting and how it was implemented. Budgeting is assisted by a recommendation system to expedite the preparation of proposals. In order to understand how it works, some of the existing methods and the method adopted in the project will be exposed.
Description
Keywords
Orçamentação Sistema de recomendação Laravel Base de dados