I run a self storage facility of about 140 units. I need a simple, straightforward, easy to use Access / Excel databse to track customer payments and unit availability.
Payment made once tested using live information. Pre-designed/templates acceptable but must have the following criteria.
Specific requirements are:
1/ Unit number (range between 1 and 140)
2/ Unit size
3/ Customer details including name, address, phone numbers x 2, identification numbers/drivers license number etc
4/ Rental amount (varies depending on length of stay, payment frequency, unit size, discounts given etc)
5/ Payment frequency (for example weekly, fortnightly, monthly, annually)
6/ Payment type (for example, automatic payment, direct debit, cash, cheque etc)
Must have the ability to do the following:
1/ Enter customer payments manually upon checking bank statement to ensure payment has actually been made (or by physically receiving cash/cheque)
2/ Ability to enter partial payments , showing the balance owing for each payment due (for example, if a customer owes $30 for the week beginning 1/20/08 and only pays $20, there is a $10 balance owing. The amount owing for the week beginning 1/27/08 is $30, bringing the total to $40).
3/ Reminder (pop up or similar) of payments owing on the day it is due.
4/ Ability to complete bank account reconciliation (not essential, but can discuss later down the track)
5/ Once payment has been made and entered into system, it should show payment has been made
6/ History of payments made for each customer (for the entire rental period)
7/ As customers leave and new customers are signed up, any particular unit is reused/recycled. We need the ability to "delete" or "archive" customers from any given unit number, while retaining the history of their payments etc, and add new customers to that unit number.
8/ Ability to track occupied / vacant units (for example, a simple lookup at any given time will show which unit numbers, and corresponding unit size, are vacant. This should automatically be updated when a customer is "deleted"/"archived".
Please review my GAF profile for a breakdown of skill sets that I feel will be vital to the success of this project. Thank you for the opportunity to bid on this project, and I am looking forward to working with you.
Hello Sir/Madam,I have 8+ years experience in working with database driven software development. Please check PMB for details about my bid. With Best Regards.