1. Examples of business usage scenarios
1. After the sales order is created and approved, the salesperson can create a payment collection plan according to the time agreed with the customer, and combine the workflow to automatically send a reminder on the scheduled reminder date;
2. In addition, the team that has management requirements for the payment plan can also track the planned payment amount and the actual payment amount of the salesperson as another assessment standard;
3. For the case of multi-payment for an order, you can use the function of creating payment plans in batches to set a recurring cycle (on the 10th of each month) or a custom cycle.
As an important link in sales, planned payment collection is an important indicator of sales process management.
2. Detailed introduction of the repayment plan
2.1 Preset Scenario of Repayment Plan
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all:
- The person in charge is the current user or his subordinates
- or related team members include the current user or his subordinates
- Or configure the "data sharing" rule of the payment return in the "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.
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I am in charge of: The person in charge of the rebate plan is the current user
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I am involved in: The current user is included in the relevant team members
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My subordinates are in charge of: the person in charge of the money back plan is the current user's subordinate
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My Subordinates Participated in: The relevant team members include the user's subordinates
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Shared to me: Configure the "Data Sharing" rule of the repayment plan 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 Is the current employee's user group
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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 operations of the payment collection plan
2.2.1 Create a new payment plan
- How to create a new payment plan
- manually created
- Entrance: [Refund Plan] list page
- Associated object [customer] details page - under [payment plan]
- Associated object【Sales Order】details page-【Payment Collection Plan】
Note: The function of batch creation is provided.
- Copy: "Copy" the existing record, the entry is under the details page of the record to be copied
- Import, see Import for details
- manually created
- Business supplement when creating a new repayment plan.
- Create a new payment plan, select a sales order, and the planned payment amount will include recommended planned payment amount, where the proposed planned payment amount = pending payment amount.
2.2.2 Approval process of payment collection plan
- Business Description: If there is a payment collection plan management requirement, the approval process can be configured.
- Approval Process Definition: No preset approval, custom approval flow.
- Approval process processing: After saving the newly created payment plan, you can view the payment plan to be approved in "CRM Reminder-Payment plan to be confirmed", click to process, or open it in the "Payment plan" list Handle the details of the repayment plan.
- Confirmation: The approval is passed and completed.
- Rejection: After rejection, the approval status will be marked as "Rejected", and the payment plan information needs to be revised and submitted again.
- Remark:
- When creating a new payment, you can associate a payment plan with each payment detail, which represents the actual payment scenario according to the payment plan.
- After that, you can see the actual amount of money back in the money back plan, and the manager can judge the completion of the sales for the money back plan based on this.
2.2.3 General business operations of payment collection plan
- 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