1. Examples of business usage scenarios
In the warehouse, due to the large number of goods, frequent entry and exit, and measurement errors, poor management, natural loss and other reasons in actual management, the actual inventory quantity may not match the book inventory quantity. In order to ensure that the accounts are consistent with the facts, it is necessary to regularly check the inventory items to find out the reasons and adjust the book quantity to make the accounts consistent with the facts. At this time, we can use the "counting list" to deal with the discrepancies between the accounts.
Second, the detailed introduction of the inventory list
2.1 Preset scene of inventory list
- All: The person in charge is the current user, or his subordinates or relevant team members include the current user, or his subordinates, or the person in charge of the records configured in the "Data Sharing" rule of the inventory list in "Data Rights Management", or the department to which the person in charge belongs The data of the current employee is shared with the current employee, or the department the current employee belongs to, or the user group the current employee belongs to, or the data of "I am in charge of the department".
- 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 receipt in "Data Rights Management" to share the data of the person in charge or the department to which the person in charge belongs to the current employee or the department to which the current employee belongs or the user group to which the current employee belongs.
- Or "for my department" data.
- I'm responsible: The responsible is the current user.
- I'm In: The current user is included in the related team members.
- My subordinates are in charge of: the person in charge is the subordinate of the current user.
- Participated by my subordinates: The relevant team members include the user's subordinates.
- Shared to me: Configure the "Data Sharing" rule of the storage 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 of the current employee Group.
- I am in charge of the department: the current user is the department head of the main department, and 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".
- 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".
Remark:
- "CRM Admin" can view all data.
- All records whose status is "Obsolete" can only be seen by the "CRM administrator", and no other personnel can see it.
2.2 Business operation of inventory list
2.2.1 Create a new inventory list
- Manually created entry: [Inventory list] list page
- Import, see Import for details
- When creating a new inventory list, you first need to select the warehouse to be counted, and then select the product to be counted. The selection range of the counted product is the stock product in the inventory warehouse. Product fields for inventory sheets can be defined in "CRM Management-Field Management-Inventory Sheet Product Fields".
- Inventory products: The data comes from the products in stock in the selected warehouse to be counted, and the status of the products must be "on the shelf". After selecting the product to be counted, the system will display the inventory quantity recorded in the current system, and then the counter will input the actual counted quantity, and the system will automatically calculate the difference.
- Generate inventory inventory receipt: After the inventory inventory is confirmed, for products whose inventory quantity is greater than the system quantity, you can click the "Generate inventory inventory inventory" button on the detailed page of the inventory inventory to generate an inventory inventory corresponding to the inventory warehouse. And increase the corresponding inventory, the adjusted system quantity will be consistent with the inventory quantity.
- Generate stock-loss delivery order: After the inventory list is confirmed, for products whose inventory quantity is less than the system quantity, you can click the "Generate inventory loss delivery list" button on the inventory list details page to generate a delivery list for the corresponding inventory warehouse. And deduct the corresponding inventory, the adjusted system quantity will be consistent with the inventory quantity.
- Fixed approval process: You can create an approval process in the approval process management, and the approval process can be automatically triggered and executed when the inventory list is created. See 【Approval Flow Management】 for details
- Note: No matter whether the approval status of the inventory list is confirmed or not, it can be referenced by related objects. After the inventory list is approved, it cannot be modified or withdrawn, and printing is supported.
2.2.2 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 approval process, the inventory list status is "confirming".
- The employees or roles that can perform this operation are: Approval node confirmer.
- Business operation entry: "Inventory list" details page.
2.2.3 Withdrawal
- Business description: When the inventory list is submitted and confirmed by the next node processor, the previous node processor can withdraw the process, and the pending inventory list of the next node processor will be cancelled.
- Business operation conditions: In the approval process, the inventory list status 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: "Inventory list" details page.
2.3 General business operation of inventory list
- 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