Professional Documents
Culture Documents
A Thesis
By:
Balde, Victor
Balisacan, RJ
Eguito, Carlito
Raguindin, Reynniel
December 2022
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Approval Sheet
Computer Science, this thesis is entitled, “SALES AND ACCOUNT MONITORING SYSTEM”,
has been prepared and submitted by: Balde, Victor; Balisacan, RJ; Castillo, John Eric;
Eguito, Carlito; Quintana, Maverick Jolo; and Raguindin, Reynniel, who is hereby
Examined and approved by the Panel of Examiners in an Oral Examination with a grade
of _____ on __________.
Accepted in Partial Fulfillment of the requirements for the Degree of Bachelor of Science
in Computer Science.
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Certification of Originality
This is to certify that this research work, entitled "SALES AND ACCOUNTING
MONITORING SYSTEM," for the degree of Bachelor of Science in Computer Science at the
ACLC College of Santa Maria, incorporates the result of original and academic effort carried out
by the undersigned. Except for proper referencing or accreditation, this thesis does not include
words or concepts copied from published sources or written works by other people.
Balde, Victor
Balisacan, RJ
Eguito, Carlito
Raguindin, Reynniel
Researchers
December 2022
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Acknowledgement
The researchers would like to express their gratitude to the following individuals, without
whom they would not have been able to accomplish this study.
To Mrs. Rizza A. Balangue, research adviser, for sharing her knowledge, guidance,
support, and advice that contributed to the success and completion of this project.
To Mr. Macrino Balangue, IT specialist and the owner of Balangue’s Hardware, for
allowing the researchers to observe and conduct the study with them.
To Ms. Rochelle Balde, English teacher, for being the research study’s
To Ms. Rikkie Mae Lawan, English teacher, for grammar checking and
To the researchers' family and friends, for their love, support, and extraordinary
encouragement, as well as for being the researchers' motivation in carrying out this work.
Above all, to our Almighty God, the researchers' source of strength, knowledge,
wisdom, and blessing, for this would not be possible without Him.
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TABLE OF CONTENTS
Page
Title Page i
Approval Sheet ii
Acknowledgement iv
Table of Contents v
Introduction 1
Conceptual Framework 2
Definition of Terms 6
Related Studies 7
Related Literature 9
3 Research Methodology
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Sample of the Study 13
Research Instruments 13
Data Dictionary 20
Screen Layouts 25
Part II. Results of the IT Experts Evaluation based on Black box testing 31
Summary of Findings 33
Conclusions 33
Recommendations 34
Bibliography 35
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LIST OF TABLES
2 Store customer 20
3 Users 21
4 Product 21
5 Invoices Items 22
6 Invoices 22
7 Customer 24
8 Result 31
LIST OF FIGURES
2 Modified Waterfall 20
7 Login Page 24
10 Customer List 26
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11 Add Product 27
12 Product List 27
13 Add Customer 28
14 Customer List 28
15 Client Ledger 29
16 Add User 29
17 User List 30
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Chapter 1
Introduction
and expense object codes (Cornell University, 2022). To monitor an account, first, you must
know the function of the account, then physically or electronically examine the activities posted
for legality. Monitoring systems are in charge of overseeing the technology that a firm employs,
its performance and discover and notify about potential faults. (Pandora FMS Team, 2022).
Thus, a good monitoring system is particularly useful for detecting and preventing errors.
Sales and Client Account Monitoring System summarizes all the sales operations and
reports can be made available to other teams and departments functioning within the business
which will enable them to understand how their work is being translated into sales numbers.
making financial statements, adjusting customer balances, and determining the aging invoices,
and it also can configure an order flow to allow partial or no advance payment. Accounts
Receivable (AR) are the revenues or payments received by the firm from consumers who have
purchased products and services on credit (The Economic Times, 2022). The accounts
receivable-to-sales ratio is one of the simplest methods available. This ratio, which is calculated
by dividing the company's accounts receivable by its sales, allows investors to determine how
much of the company's sales have yet to be paid for by customers at any given time. A higher
number indicates that the company may be having trouble collecting payments from its
customers.
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Conceptual Framework
The study adopted the IPO Model, which stands for Input, Process, and Output. The
inputs and process are basically categorized as gathering of data through interviews, software
development methodology, programming language, test plan evaluation, and quality assurance
standards evaluation. The output is Sales and Client Account Monitoring for Balangue’s
Hardware.
One of the most important factors in designing and developing a system is input. It must
have an admin user for sales and client account monitoring for Balangue’s hardware and the
data from various sources, including sales reports and client payment monitoring. The given
system admin includes the owner of the hardware, who will update you about the receipt
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balance of your payment, the sales reports, and other things the client can't visit or view. The
data, the sales reports, account monitoring, and updates about the hardware.
The first frame, the input, shows relevant information the researchers gathered to
support this study, which are the transaction problems encountered by the sales and client
account monitoring system, and the figures be following in the sales and client account
monitoring system: invoices; account management; client history payment; product monitoring;
The second frame includes the processes on how the researchers first conducted data
gathering procedures such as interview and observation from different respondents, followed by
the designing and development of the sales and account monitoring system, next is the applying
of coding to create the desired features and function of the proposed system, then the
performance monitoring and lastly, is the suitable outcomes of the proposed system.
The last frame, the output, entails the development of sales and account monitoring for
Balangue Hardware
This study focuses on knowing how the sales and client account monitoring system for
Balangue’s Hardware may be designed and developed. To obtain all the essential knowledge,
data, and information needed, this study sought to answer the following questions:
1. What are the transaction problems encountered by the sales and client account
monitoring system?
2. What figures be followed in the sales and client account monitoring system?
(a)Invoices;
(b)Account management;
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(d)Product monitoring
Assumption of Study
This study assumes that the administrator was able to navigate the system efficiently
due to the effective and convenient instructions provided by the system in monitoring their sales
and client’s accounts, and that it will provide an organized daily sales report including the
client’s information and mode of payment. This research is built upon assumptions since a
This research and development project focused on sales and client account monitoring
systems. The main goal is to improve the services and maintain the client account monitoring
system. It will process and display sales reports by printing receipt payments to the local host
server that include the following details: the client's information, the sales invoice number, the
date of the sales report, the mode of payment (cash or installment), and the name of the person
Apart from developing a program, the system also tests its efficiency in providing a quick
and convenient system to ensure smooth operation of the sales and client account monitoring
systems. In general, the purpose of this system is to monitor client account actions. The system
is used and tested in Balangue's client account monitoring system for the following details:
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(a) Invoices;
However, this study is limited in several functions: product inventory is not included, it
cannot issue a printed receipt or manual receipt, and it does not support bank payments.
Users (Balangue’s Hardware Owner and Employees). This software aims to provide
an easy way for users, particularly the owner and employees of Balangue’s Hardware, to
monitor and have access to their clients’ accounts for accuracy and to navigate their system in a
time-saving and effective manner. This system will also help the users establish a functional
Clients. This study also intends to give benefits to the clients by having them receive a
fast and efficient service from the shop that they chose, particularly the accurate service that
Students and Future Researcher. This study may serve as a guide and a reference for
the students and researchers that are undertaking similar studies, especially in related courses
or subjects.
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Definition of Terms
To clearly understand the terms in the study, the researcher conceptually and
groups of people who buy or consume goods and services, for personal consumption only,
belonging, esteem, and self-actualization. When shopping for a product or service, customers
search for cost, functionality, convenience, accurate information, transparency, and easy
Credit Policy – Guidelines that structure the amount of credit granted to customers, as
Credit Sale – Purchase made by customers who do not render payment in full, in cash,
Sales and Monitoring System - All sales operations and performance metrics are
summarized in simple reports. These can be made available to other teams and departments
inside the company so that they can see how their work is turned into sales figures.
Credit Sale – are purchases made by customers who do not pay in full, in cash, at the
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Chapter 2
This chapter primarily presents various research and other literature from both foreign
and local researchers that have a significant bearing on the variables included in the study. It
focuses on several aspects that will aid in the advancement of this research. The research is
primarily focused on the development of a sales and client account monitoring system for
Balangue’s Hardware. This study's literature comes from books such as PDF or E-Book, and
other existing theses and dissertations, both foreign and domestic; these are thought to be
Related Studies
that combines people, procedures, and technology. CRM has evolved as a result of
integrated and balanced approach to technology, procedures, and people is required to manage
essential for business success. Relationship building and management, often known as
increasing number of firms are placing a high value on Electronic Customer Relationship
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Management (eCRM), which focuses on customers rather than products or services, ensuring
customer satisfaction by considering consumer needs in all parts of a business. They provide
client data, profiles, and histories; by supplying this information, they assist key aspects of a
The study conducted by the University of Miskolc in Hungary, revealed that looking into
crucial monitoring methods for sales force evaluation in multinational companies with a
significant field force, in which the field force is one of the most important functions in the
marketing mix. The study's goal is to look at activity and sales monitoring approaches rather
than all of the sales-force evaluation methods. The study demonstrates realistic
and inconvenient process. It has many drawbacks, such as numerous errors made while
recording large amounts of data, and it occasionally disrupts important transactions. This
inspires the researchers to create a system that will assist management in keeping a systematic
record of client sales and automatically producing reports about their regular clients and walk-in
customers. Through this, the hassle of making mistakes while recording large amounts of data
could be avoided. Also, the work of the management and the time consumed during sales
be an effective method. Customers' loyalty to brands is eroding as they get more price sensitive
critical role in attracting and increasing guest patronage in the banking sector. It is now
universally acknowledged that good CRM installation improves business operations and, as a
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Accounts receivable make up a significant portion of most businesses' assets. Accounts
short-term financial management. Companies commonly sell goods and services for cash and
on credit. Although most businesses would prefer to sell for cash rather than on credit,
competitive constraints push them to do so. The establishment of accounts receivable follows
the issue of trade credit. Credit sales that have not been collected are represented by
receivables. Customers settle these accounts, and the company receives the money from the
original sale. A bad debt loss occurs when a customer fails to pay an account.
Related Literature
Businesses have implemented transaction processing for various reasons and at various
rates. (Cyrus A. and V.M. Nyakundi, 2014). One of the main purposes of a transaction
processing system is to allow several users to interact with the system's data at the same time
while maintaining the illusion that each user is working independently. Users interact with the
data through transactions to do this. Business adoption of transaction processing has not been
Transaction processing systems were among the first computerized systems to handle
business data, a function known at the time as data processing. In terms of general Information
and Communication Technology (ICT) use on Australian dairy farms, it was revealed that more
than half of all Australian dairy farms utilize Personal Communication Services (PCs). (Abare,
2011). Many concurrent users can access a shared database with transaction processing
systems. They are used in a range of applications to allow the user to perform pre-planned
functions. This sets the stage for the next section, which will focus on the independent variable.
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Customer relationship management (CRM) is a cutting-edge technology that aims to
boost customer satisfaction, loyalty, and profitability through the acquisition, development, and
Baashara, 2020)
For many businesses, the sales force is one of the most significant marketing tools
because it serves as the link between customers and the company. Especially in industrial
goods, but also in the Fast-Moving Consumer Goods (FMCG) industry and in the medical field,
the field force is frequently the only function that creates sales.
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Chapter 3
RESEARCH METHODOLOGY
This chapter provides a brief overview of how the necessary data was gathered using
data collection methods, research design, and analysis. Analytical tools are used to investigate
the proposed system. The proponent conducted extensive research and studies in order to
obtain all of the necessary information for the proposed system's implementation.
existing system. Descriptive studies typically answer questions about "how." A descriptive study
could be done to describe how people feel after a particular experience. The researchers chose
this research design to determine the differences in system usage between the cashier and the
administrator.
In this study, the descriptive method was used by observing the existing and proposed
systems. The information gathered was used to identify the problem and processes in the
current system.
The Modified Waterfall Development Method is the development method that will be
used. The modified waterfall method was used since it focuses on delivering the project in
pieces in which every part of the system and process is analyzed for well-understood problems.
This is very useful in development because it allows for a lot of iteration and helps developers
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plan out what they need to do. Planning, analysis, design, development, testing, implementation,
Planning - The Researchers plan for movement to gather data to make a system that is
usable to the Sales and client monitoring and how the system will help their needs.
Analysis - The researchers analyze and look for a possible solution to maintain the
admin-user software. This is really helpful in the development because it helps to analyze what
Design - The developers planned for the system and program design based on the
needs of the sales and client monitoring and easy-to-use the system.
Testing - Testing is done to check all the functionalities of the system and to detect
Maintenance - In this phase, the developers fix errors encountered by the user after the
implementation.
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The subjects of this research were the administrator and the cashier of Balangue’s
Hardware. Due to time constraints, the researchers decided to go with the client’s perspective in
using the system. Their experience while using the system helped in identifying the system’s
point of improvement.
Research Instruments
The researchers used observation to gather the responses needed for the study.
someone carefully or in order to gain information. The researchers observe the final output of
the program to identify the areas that need improvement. The researchers used a self-made
A five (5) point numerical scale with their statistical limit and description are employed as
shown below:
Average Description
2.50-3.49 Acceptable
1.00-1.49 Unacceptable
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task that has the potential to affect the product's quality, safety, efficacy, or mandated data.
cost-critical and life-critical applications. Hardware verification has become so difficult that it now
accounts for the majority of design expenditures. The developers need to look into validation
procedures to deal with the problem's complexity, which entails modeling (or mimicking) a
The researcher requested permission from Balangue’s Hardware to conduct a study and
to provide a system that can easily monitor the sales and client accounts in Balangue’s
Hardware. The researcher focused on the system requirements and other procedures that were
considered in undertaking the observation. Through this, the researchers were able to observe
This study utilized an observation checklist that determined the verbal interpretation of
the effectiveness and accessibility of the Sales and Client Account Monitoring System for
administrator and the cashier user to aid the struggles of manual monitoring in hardware, and
also to assist in the process of data gathering in the Sales and Client Account Monitoring
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Chapter 4
This chapter presents the analysis and interpretation of data gathered throughout the
respondents. All of the information acquired from the study's respondents has been structured
and evaluated in order to provide a full presentation and analysis of the data gathered.
The researcher used different diagrams to describe the flow of the system and
demonstrate it graphically.
The Use Case is a representation of the user's interactions with the system that shows
the user's relationship to other use cases in which the user is involved. The admin and cashier
are actors, and the use case is made up of actors, use cases, and their relationships. The use
case will explain the study's functionalities in each module. The proponent pre-analyzed the
functionality of each feature per user using the Use Case Diagram. Data processing and
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1. Login
2. Invoices
(1) This use case describes how an invoice orders the item using the client account.
(2) This use case describes how to manage the client account to
3. Product
(2) This use case describes how to manage the product list.
4. Customer
(1) This use case describes how to create the client account to avail the invoices.
(2) This use case describes how to manage/update the client account details
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5. Payment
(1) This use case describes the client account payment and the credit limit balance.
(2) This use case describes the client's history of payments using a ledger.
6. System User
(1) This use case describes adding the user staff to the system.
(2) This use case describes how to maintain the user account.
This context diagram contains two (2) entities: the administrator and the cashier. The
system includes a module that allows the administrator to create a user account. On the other
hand, the cashier has a client account to purchase the order of the client.
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The diagram of the proposed system has two (2) entities and five (5) processes. These
entities are the Administrator and Cashier. The system provides the module for the admin to
create a user account for login to the system, and the module of the cashier is to create a client
account to invoice the product purchase to add the list of the customer.
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This figure describes database management and the relationships between tables. The
invoice item table, customers' table, store customers' table, invoices table, and product table all
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Data Dictionary
This section contains the collection and description of data in the database.
the store
customer
name
address
birthday
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Table 3. Users
the user
username
password
Table 4. Product
order
description
quantity
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the user
invoices
discount
subtotal
Table 6. Invoices
the user
invoices
custom email
invoices date
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Invoices_due_date varchar(225) yes Store the
invoices due
date
subtotal
shipping
discount
invoices type
limit
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Table 7. Customer
the user
invoices
address 1
birthday
company name
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Screen Layouts
This figure shows the Login Page where the users of the system can be able to login using
This figure shows the Admin Home page where the users can easily view the total sales
amount, invoices, pending bills, due amount, total product, total customers and paid bills.
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This figure shows the admin and cashier where the client order the product in the
Balangue’s Hardware the cashier and admin can create the invoices purchase.
This figure shows the User Admin and cashier page where the admin and cashier can
easily view the list of the customer client account, created admin or cashier user.
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This figure shows the Add Product Page where the admin and cashier can add the
This figure shows the Product List Page where the admin and cashier can view the
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This figure shows the Add Customer Page where the cashier added the new client
This figure shows the Customer List Page where the admin and cashier can view the list
of the customer.
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This figure shows the Client Ledger Page where the cashier can view the history of
This figure shows the Add User Page where the admin user can create the user cashier
account to login.
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This figure shows the User List where the admin can easily view the list of the user
staff.
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Part II. Results of the IT Experts' Evaluation Based on Black Box Testing
Project testing is critical to the project's development.Through project testing, faults are
easily found at an earlier stage, allowing for an improvement in system quality and the
All of the features and functionalities in this study were developed in line with the black
box testing that was used in this study. All of the system's scenarios per transaction were also
handled correctly. The results of the black box testing were also used to improve the system
based on the feedback received from testers who were satisfied with the system's performance
Customer added Test if the user can added the new client
1006 Passed
account account to purchase the product.
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Test if the user can easily view the
1007 Manage customer Passed
customer list.
1009 Payment table current status and balances are equal in Passed
The testing result shows that all modules passed. It indicated that the Sales and
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Chapter 5
recommendations, which were made by the researchers based on the interpreted data.
Summary of Findings
Based on the problems presented in Chapter 1, the findings of the study were
summarized as follows:
Most of the functions of the system are working properly except for the payment table. It
The system was working fine on both the administrator's and the cashier’s ends.
Conclusion
Based on the findings of the study, the researchers concluded that the Sales and Client
Monitoring System for Balangue Hardware needs further improvement on the payment
table function. Based on the study conducted by Souniemi et al. (2021), it was
suggested that CRMs like this one should focus on the reasons for the low success rate
to ensure the success of the system. In another study conducted by Foss et al. (2008),
they stated that many businesses lower their risk by developing a specific component or
set of functions in stages so that advantages can be realized early on and improved
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Additionally, the researchers concluded that the administrators and the staff should have
proper training in using the system. Training and motivating staff in the use of the Sales
and Client Monitoring System would greatly contribute to its success of the system. In a
Recommendations
The researchers strongly suggest that future researchers implement the system on multiple
hardware platforms to increase the system's validity and effectiveness. Due to time
constraints, the researchers were not able to implement the said system and test its
effectiveness on other hardware. Coincidentally, Khlif (2021) stated that setting up CRM
initiatives is challenging and calls for strong participation to make sure it succeeds.
Managing projects is crucial since it is only through efficient methods (processes) that
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Bibliography
Ariffin, N. H., Hamdan, A. R., Omar, K., & Janom, N. (2012). Customer Relationship
Bryan Foss, M. S. (2008). What makes for CRM system success — Or failure? Journal of
https://www.dfa.cornell.edu/accounting/topics/reconciliation/monitoring
https://economictimes.indiatimes.com/definition/accounts-receivable
Khlif, H. (2021). Factors for Success in Customer Relationship Management (CRM). World
https://pandorafms.com/blog/why-you-need-a-monitoring-system/
CRM system quality and organizational productivity. Journal of Business Research, 108-
122.
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a CRM System. Digital Economy and the New Labor Market: Jobs, Competences and
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APPENDIX 1
Curriculum Vitae
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