1. Examples of business usage scenarios
- Sales staff: After confirming the customer's purchase needs, the sales staff directly uses the mobile client to place an order and track the entire order approval process, so that the performance can be reflected in the system in a timely manner. During the process of placing a sales order, according to the sales strategy of the enterprise, such as discounts, promotions, customer retention, retention, etc., the system supports sales staff to give customers discounts within the scope of authority, including discounts on product prices and discounts within the order range. Class, supports flexible discount methods.
- Order administrators, financial personnel: You can get notifications of orders pending approval from the mobile phone, process approvals in a timely manner, and improve the efficiency of order approvals.
- Warehousing personnel: can obtain order notifications to be shipped from the mobile phone, deliver goods in time, and improve order processing efficiency
- Sales director, enterprise manager: able to obtain sales data in real time and grasp the operating status of the enterprise.
2. Detailed introduction of sales order
2.1 Sales order view
2.1.1 Sales Order Preset Scenario
- all:
- The person in charge is the current user or his subordinates
- or related team members include the current user or his subordinates
- Or the responsible data of the department responsible for the approval of the current user as an order management or order financial role (for example, user A has the role of "order finance" and is responsible for approving the order records submitted by department B, then user A can view all responsible persons belonging to department B order records).
- Or configure the "Data Sharing" rule of the sales order in "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or the user group of the current employee
- or "My department's" data.
- I am responsible for: The owner of the order is the current user
- I am involved in: The current user is included in the relevant team members
- my subordinate is in charge of: the person in charge of the order is the subordinate of the current user
- My Subordinates Participated in: The relevant team members include the user's subordinates
- Shared to me: Configure the "Data Sharing" rule of the sales order in "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or current employee's user group
- I am in charge of the department:
- The current user is the department head of the main department
- At the same time, the main department of the relevant team members in the record is this department.
- Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope".
Remarks:
- "CRM Admin" can view all data.
- All records whose status is "Obsolete" can only be seen by "CRM administrator", and other personnel are not visible.
2.2 Business operation of sales order
2.2.1 Create a new sales order
- How to create a new sales order
- manually created
- Entrance: [Sales Order] list page
- Associated object [customer] details page - [sales order]
- Associated object【Business Opportunity】details page-【Sales Order】
- Associated object [contract] details page - [sales order]
- Associated object【Visit】details page-【Sales Order】
- "Copy" an existing order, the entry is under the details page of the order to be copied
- Import, see Import for details
- manually created
- Business supplement when creating a new sales order
- Add Product: The product purchased in the sales order. You can choose from the product list. In addition, the company may implement different product unit prices and discounts for customers in different regions or different levels of customers in terms of product sales strategies to promote transactions and maximize profits. Therefore, sales can be edited in the order with Information such as product discounts and product quantities corresponding to customers. You can define product fields for orders in "CRM Management-Field Management-Sales Order-Order Product Fields", such as product discounts, product unit prices, etc.
- Select delivery address: The address selection comes from the address created in the "Address Management" of the customer corresponding to the sales order, and the system will automatically fill in the address set as "Default Address".
- Fixed Approval Process: You can create an approval process in Approval Process Management. When a new sales order is created, the approval process can be automatically triggered and executed. For details, see [Approval Process Management]
- Free Approval Process: Since the order is the basis for the transaction between the company and the customer, and involves the company's financial information and inventory management, it needs to be approved by relevant personnel. You can choose who to handle when creating or editing an order.
- The free approval process is a legacy function of FunShare CRM. It is not recommended to use it. This function will be closed later. It is recommended to use [Approval Process Management] to configure the sales order approval process.
2.2.2 Free Order Approval Process
- Reminder: The free approval process is a legacy function of FunShare CRM. It is not recommended to use it. This function will be closed later. It is recommended to use [Approval Process Management] to configure the sales order approval process.
- Business description: Since the order is the basis for the transaction between the company and the customer, and involves the company's financial information and inventory management, the sales can choose the approval processor when creating the order.
- Approval process definition: Define the approval confirmation process when creating or editing a sales order. The processing personnel have the system preset roles "order administrator" and "financial staff", and can also specify colleagues for confirmation.
- Approval process processing: The system will send a notification to the corresponding processing personnel according to the approval process sequence. In "CRM Reminder-Pending Sales Orders", you can view the pending orders transferred to the current user, click "Order Number" to process, or open the order details in the "Sales Orders" list to process.
- Confirmation: Pass the approval, enter the next node or complete the approval confirmation.
- Rejection: After rejection, the process returns to the first node, and the order status is marked as "rejected", and the order information needs to be modified and submitted again.
- Remark:
- Only when the "status" of the sales order is "confirmed" will it be included in the calculation of "order total" and can be "confirmed delivery".
- Regardless of whether the approval status of the sales order is confirmed or not, it can be referenced by related objects.
2.2.3 Replacement Confirmer
- Business description: In the process of process flow, the confirmer can be replaced due to reasons such as the resignation or job transfer of the current pending person.
- Business operation conditions: In the free approval process, the status of the sales order is "confirming"
- The employees or roles that can perform this operation are: Approval node confirmer
- Business operation entry: "Sales Order" details page.
2.2.4 Withdrawal
- Business description: When a sales order is submitted and confirmed by the next node processor, the previous node processor can withdraw the process, and the pending sales order of the next node processor will be cancelled.
- Business operation conditions: In the free approval process, the status of the sales order is "confirming"
- The employees or roles that can perform this operation are: the person in charge, the superior of the person in charge, the relevant team members with "read and write" permissions configured, and the superiors of the relevant team members, the party whose data is shared and configured with "read and write" permissions
- Business operation entry: "Sales Order" details page.
2.2.5 Confirm delivery
- Business description: After the order is approved and confirmed, the delivery personnel can confirm the delivery online.
- Business operation condition: sales order status is "Confirmed"
- The employees or roles that can perform this operation are: the person in charge, the superior of the person in charge, the relevant team members with "read and write" permissions and the superiors of the relevant team members, the party where the data is shared and with "read and write" permissions, or have " Sales order - confirm delivery" operation point permission and data permission of the corresponding sales order.
- Business operation entry: "Sales Order" details page, in "CRM Notification - Orders to be Shipped".
2.2.6 Confirm receipt
- Business Description: The receiving staff confirms the receipt online.
- Business operation condition: sales order status is "shipped"
- The employees or roles that can perform this operation are: the person in charge, the superior of the person in charge, the relevant team members with "read and write" permissions and the superiors of the relevant team members, the party where the data is shared and with "read and write" permissions, or have " Sales order - confirm receipt" operation point authority and data authority of the corresponding sales order.
- Business operation entry: "Sales Order" details page.
2.2.7 General Business Operations for Sales Orders
- See Common List Operations for common operations on the list page
- Add sales records, see sales records for details
- Common business operations, including changing the person in charge, adding relevant team members, printing, importing, exporting, editing, voiding, deleting, etc., see Common business operations
- Business operations combined with collaborative office, including forwarding, scheduling, reminders, making phone calls, sending emails, etc., see Common business for details Action