We require a database-driven system to track 500+ consignors annually, managing sales, payments, and account adjustments. The system must import auction sales data from CSV files, track payment status, calculate commissions/fees, and generate statements. It should be scalable, user-friendly, and accessible for our auction staff.
. Data Management & Import
Develop a system to import sales data from CSV files.
Automatically assign sales to the correct consignor account.
Validate and flag any missing or duplicate entries.
2. Consignor Account Management
Maintain individual consignor accounts with:
Sales history (itemized per auction).
Unpaid vs. paid sales tracking.
Adjustments & deductions (e.g., commissions, listing fees).
Ability to search/filter consignors by name, date, or balance.
3. Payment Tracking & Reconciliation
Record full & partial payments to consignors.
Maintain payment history per consignor.
Show outstanding balances per consignor.
Generate payout reports (batch and individual).
4. Reporting & Statements
Generate detailed consignor statements (sales, fees, payments).
Create summary reports for unpaid balances.
Export reports to CSV or PDF.
5. User Interface & Access
Dashboard to view consignor balances, payments, and recent activity.
Multi-user access for staff (admin and standard users).
Search & filtering by consignor, item, date, and auction. |
