Quotation to Invoice Management System

This project is a full-stack web application for managing Requests for Quotation (RFQs), Quotations, Purchase Orders (POs), and Invoices. It supports role-based access for Admin, Client, and Employee, offering customized dashboards and workflows for each role.

🚀 Features

• Role-based authentication and dashboards (Admin, Client, Employee)
• RFQ creation and management
• Quotation submissions and approvals
• PO assignment and tracking
• Invoice generation based on approved POs
• Responsive frontend with modern UI/UX

🛠️ Tech Stack

• Frontend: React.js, Tailwind CSS
• Backend: Node.js, Express.js
• Database: MongoDB (Mongoose ODM)
• Authentication: JWT
• Other Tools: Axios, React Hook Form,React dom router, dotenv

📁 Folder Structure (Brief)

├── backend
│   ├── models/
│   ├── routes/
│   ├── controllers/
│   ├── middleware/
│   └── server.js
├── frontend
│   ├── src/
│   │   ├── components/
│   │   ├── pages/
│   │   └── App.js
├── .env
├── package.json
├── README.md

📦 Setup & Installation

1. Clone the repository

git clone https://github.com/DevPatel1023/Quotation-to-invoice.git
cd Quotation to Invoice

2. Backend Setup

cd backend
npm install

• Create a .env file in the backend folder:

PORT=5000
MONGO_URI=your_mongo_connection_string
JWT_SECRET=your_jwt_secret
ACCESS_ID = your_access_id

3. Frontend Setup

cd ../frontend
npm install

🏃 Running the App

Backend

cd backend
nodemon index.js

Frontend

cd frontend
npm run dev

The app will be running at:

• Frontend: http://localhost:5173
• Backend: http://localhost:3000

📌 Usage

• Client: Can register/login, submit RFQs, and view Quotation,submit Po,view and download Invoice.
• Admin: Can manage all RFQs, Quotations, POs, Invoices, and assign tasks to employees.
• Employee: Can view assigned rfqs and submit Quotations.

📊 Future Enhancements

• Email notifications
• Payment integration
• Project Mangement
• Employee Management
• Task distribution and management

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move the project to next js for frontend and go lang for backend