1. Examples of business usage scenarios
After an enterprise produces or purchases a product, it needs to update the product inventory in the corresponding warehouse immediately. When submitting a sales order, you can set that the order is not allowed to be submitted due to insufficient inventory, and increase the frozen inventory of the corresponding ordering warehouse after the order is successfully submitted to ensure the accuracy and validity of the order. When creating an invoice, you can select a different warehouse for delivery, and deduct the actual inventory of the corresponding delivery warehouse. When creating a return order, you can return the goods to the designated warehouse and increase the inventory of the corresponding return warehouse.
Insufficient product inventory or excessive inventory is one of the biggest problems encountered by enterprises in the process of production or operation. Reasonable control of inventory can help managers efficiently control the inventory of products, control inventory at a reasonable level, ensure the orderly progress of production and operation activities, and avoid huge cost losses caused by high inventory or order losses caused by insufficient inventory. Wait.
2. Detailed introduction of inventory
2.1 Inventory preset scene
- 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 inventory 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 the current employee belongs to or the user group the current employee belongs to Or "for my department" data.
- 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 inventory 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 the current employee belongs to or the user group the current employee belongs to
- Or "for my department" data.
- I am responsible for: The responsible person is the current user
- I am involved in: The current user is included in the relevant team members
- My subordinates are in charge of: the person in charge is the subordinate of the current user
- My subordinates participate in: the relevant team members include the user's subordinates
- Shared to me: Configure the "Data Sharing" rule of the inventory 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 the current employee belongs to or the user group the current employee belongs to
- I am in charge of: 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".
- 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
2.2.1 New inventory
- The new inventory can only be operated by creating a storage order, and cannot directly create new inventory data
- The modification of the inventory quantity can be updated through the storage order, delivery order, and return order, and the inventory quantity cannot be edited directly
2.2.2 Safety stock
- After opening the inventory, you can set the safety stock value of the product in the product object
- In the order setting, you can set the display mode of the inventory. If the display is blurred, then When the safety stock is not empty, there are three types of fuzzy stock: out of stock, small amount, and sufficient Out of stock: Available stock <= 0 Small quantity: 0 < Available stock < Adequate safety stock: Available stock >= Safety stock When the safety stock is empty, there are two types of fuzzy stock: out of stock and sufficient, out of stock: available stock <= 0 ;sufficient: available stock > 0
- When the safety stock is not empty, there are three types of fuzzy stock: out of stock, small amount, and sufficient Out of Stock: Available Stock <= 0 Low: 0 < Available Stock < Safety Stock Sufficient: Available Stock >= Safety Stock
- Out of Stock: Available Stock <= 0
- Small quantity: 0 < available stock < safety stock
- Sufficient: available stock >= safety stock
- When the safety stock is empty, there are two types of fuzzy stock: out of stock and sufficient Out of Stock: Available Stock <= 0 Sufficient: Available Stock > 0
- Out of Stock: Available Stock <= 0
- Sufficient: available stock > 0
2.3 Inventory common business operations
- 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