Cunha & Ribeiro Ltd: Stock Control & Invoice Database

Authors Avatar

Cunha & Ribeiro Ltd: Stock Control & Invoice Database

Centre Name: Parliament Hill School

Centre Number:

Candidate Name: Carlos Fernandes

Candidate Number:


Table of Contents

Analysis

        

The Current System        

Data Flow in Current System        

Origins of Data

        

Restatement of Problem

        

Justification of Methods of Fact-Finding

        

Hardware:        

Software:        

User:        

Imposed:

        

Evaluation


Analysis


Problem Definition

Background to the Company

        The company I have chosen to create a database for is Cunha & Ribeiro Ltd. Cunha & Ribeiro Ltd is a furniture shop owned by a Mr. Antonio Ribeiro and has been the owner of the business for the past 10 years. It is a fairly successful company that has set itself high standards and has always met customer needs and demands. However, the owner is now looking to improve his business and keep it up to date with technological advancements as he can see that the world is technologically developing and he feels that his business will not cope with future developments or it may cope but not at the high standards that it has set. The business consists of 1 shop and 1 warehouse at the heart of the busy town centre of Colindale. His company provides a reliable service to a developing town with bright prospects for their future considering the location of it. He currently has 4 employees working at the shop including him. At least two employees perform deliveries and fittings and two employees work in store as the sales advisors and complete all of the paperwork.

Organisational Diagram
        The following is the organisational diagram of Cunha & Ribeiro Ltd. It is a very basic, small organisation with few people working at the company as I have discovered by visiting the company store:

Initial Problem Definition

        Mr. Antonio Ribeiro has told me that he currently has a paper-based system for holding customer details, business sales and delivery appointments. The problem is that because he has plenty of paperwork around the office he sometimes loses important documents as he has to store documents in folders which sometimes get placed in the incorrect folders. Also, since he has deliveries to make he tends to forget when deliveries are made and cannot keep records of deliveries because he doesn’t have an efficient diary system, as well as occasionally forgetting clients details because he does not have an efficient system for storing client’s addresses. Furthermore, he has to write all of the invoices for the customers by hand which is both time-consuming as well as being a hassle.

The Current System

Fact Recording: 1

        In order to confirm the problem given to me by Mr. Ribeiro, I have devised the following questionnaire for him to answer that also contains the answers that he has given me:

  1. Is your current system electronic or paper-based?

The current system is paper-based.

  1. Who are the users of your current system?

I am the main user of the system

  1. Do you think that your system is common within its sector?

Yes, I think that most other furniture shops use mainly paper-based systems but they may have computers as well.

  1. What is the IT capability of the people within your business?

All of our workers are familiar with basic IT functions; more complex processes may need training.

  1. What information do you collect so that you can then process?

We collect customer details, sales details for each customer and pricing information from each sale.

  1. Where does this information come from and how do you collect and record it?

This data comes mainly from the customer. We obviously ask the customers for their details for our records and then for invoice purposes and to organise delivery possibilities. This information tends to get recorded on pieces of paper which would then be processed. The pricing information is calculated from the sales after the customer makes their choice and sometimes after a discount is arranged which is then recorded again on pieces of paper.

  1. How often is it collected?

It is normally collected after each sale or during each sale so timing can vary.

  1. How is the information processed?

The information collected is taken and processed into invoices and placed in address books.

  1. Who processes the information?

I process this information.

  1. Do you process the data in batches or on the spot?

The data is processed on the spot.

  1. What information is produced and who receives it?

The information produced is mainly invoices which I give to the customers and keep a copy for my own records.

  1. How is it presented?

The information is presented in the form of a bill or receipt.

  1. How often is the information provided?

This information is provided at the end of each sale.

  1. What is the information used for?

I use the information to let me know how many sitting rooms and bedrooms of the same type have been sold as well as letting me know the address of the clients for me to deliver the furniture to them.

  1. Is the information presented clearly, so that it can be easily understood?

The information is hand-written which can sometimes be difficult to understand if clients are unfamiliar with the handwriting.

  1. What does the system cost to operate?

The system is financially free apart from the costs of paper and ink but it also wastes a lot of my time.

  1. What benefits does the system provide?

It doesn’t really provide any benefits just inconveniences for me.

Data Flow in Current System

From the answers to the questionnaire, I have found out that the current system tends to work, via a Data Flow diagram, as follows:

Origins of Data

The following is a table describing the current data that is being collected at Cunha & Ribeiro Ltd, where it originates from and what happens to it after being processed.

Analysis of Current System

        The current system used within the business is paper-based. From the interview we know that he is the main user of the system and his employees have the capability to cope with the introduction of a computer-based system to the organisation although they may need training with the new software. From the data flow we can see that the user collects the customer details and produces a customer details form by hand that is then stored in his own personal filing cabinet. Furthermore, from the data flow diagram we can see that the user also collects the sales details that include prices, discounts, totals, customer details and delivery appointments which he uses then to produce an invoice which he gives a copy to his customer and then keeps another copy to put in his filing cabinet for his own records. From the interview we can see that Mr. Ribeiro regularly processes the information that he collects as it needs to be handed out on demand. The interview also tells us that he is the person that processes the information as the manager and owner of the shop and because it is written by hand on paper sometimes customers have difficult reading the information which is a problem for him and the customers. The only benefit that the system seems to have is that it is financially free to run however he does have to pay for the printed paper as well as the pens that he uses to write with. On top of this the paper-based system seems to consume plenty of Mr. Ribeiro’s free time as he is the only person that handles the major paperwork.

Restatement of Problem

        So to restate the problem, from the interviews and the data flow I have managed to identify the problems that were mentioned in the beginning by Mr. Ribeiro. The original problems that were mentioned have been justified in both the interviews and the data flow diagram, these are that because he has to do all the paperwork himself he is constantly surrounded with paperwork that needs to be placed in his filing cabinets and sometimes he loses the documents due to the huge confusion. Also another problem he has told me is that he hasn’t got an efficient system to record delivery times, and has to write all of the invoices by hand which are time consuming for both him and his customers. Lastly, his existing system of storing customer details on paper and then putting them in folders is also inefficient as they sometimes are not placed in alphabetical order making it difficult to recall this important information.

Investigation and Analysis

Justification of Methods of Fact-Finding

        I have asked the following questions to the user because he is the person that most probably knows the current system better than anyone else. This means that I would be able to gain the best information about the current system so that I could then help him solve the problem that he faces. Furthermore, by conducting one-on-one interviews with the user, I am able to gain a better feeling of the problem and see for myself what the problem is if he isn’t able to place his opinions in writing. Then in the future this will help me give my opinion on how to get around the problem and then also it will help me find the appropriate solution to the problem along with his input.

 

Fact Recording: 2

  1. Would you rather be able to store your information on computer or on paper?

It would be a lot better if I could be able to store my information on a computer rather than in folders.

  1. Would you like your system to be computer-based?

The obvious answer is yes!

  1. Would you prefer an easy-to-use system or a more complex one?

I would like something that is not too complex so an easy-to-use system would be better.

  1. Would you like your system to produce reports with delivery times?

Yes, that should help me remember delivery dates better than now

  1. Would you like your system to be able to store and recall clients’ personal details?

Yes, this way I won’t have to store their details on pieces of paper and then I can be able to look up their details a lot quicker too.

  1. Would you like your system to be able to store sales details?

Yes, this way I can do my financial calculations a lot better than before.

  1. Would you like to be able to see what you have in stock along with the prices on your new computer-based system?

That would be very helpful which saves me time from going down to the warehouse to look for furniture that may or may not be there.

  1. Would you like to be able to see your sales records during the past year i.e. see which bedroom was the most popular and see which was the least popular?

Yes, this way I know which bedrooms to buy more of and which ones to buy less of; it is obviously a better business decision.

  1. Would you like to be able to print out invoices rather than having to fill them in by hand?

That would save me a lot of time and effort so yes; I think it is more than necessary!

  1. Would you like your system to inform you about outstanding balances if payment plans have been arranged?

Again that is another necessary as it only benefits me and the business. This way I can know who owes me money and who doesn’t.

  1. Would you like to have drop-down menus so that selection can be easier and quicker?

If that makes the system easy for me to use than yes, as long as it doesn’t become too complex to use.

  1. Would you want your system to automatically enter data for you?

Again if it is not too complex to use then I don’t see any reason why not.

  1. Would you like your system to have an e-mail facility so that you can order stock from your suppliers on-line or would you prefer to continue using your current measure?

I would prefer to stick to the current system for that as it makes it alt easier for me to remember if I have contacted the suppliers or not.

  1. Would you like your system to have e-mail facility so that you can send your invoice and expenditures by e-mail to your accountant?

For security reasons, I would prefer again to stay with the current system.

  1. Would you like your system to be able to automatically archive deliveries older than today’s date at the click of a button?

As long as it archives deliveries that are old then yes, I guess it would make calculations a lot easier to make.

Analysis of Data

        From the answers to the questionnaire, I propose that the new system should work, via a Data Flow diagram, as follows:

Requirements Specification

The following is the requirements specification that I have devised based on the information collected during the second set of interviews between myself and Mr. Ribeiro.                                

Join now!


Agreement from Organisation to Requirements

        The following is the letter of agreement to the requirements that I have suggested, from the company that I will be creating a relational database for:


Alternative Approaches

        The alternative approaches to the design that I will implement would be to design a web-based interface, a flat-file interface, a relational database or a desktop application for the user and his business.

Desktop Application
        A desktop application is where the user will use a software package to access the data that ...

This is a preview of the whole essay