1. Examples of business usage scenarios
Warehouse is one of the indispensable links in the standard sales process of enterprises. For medium and large enterprises, there may be multiple warehouses in multiple regions. After the enterprise purchases the corresponding products, it needs to store the products in one or more designated warehouses. When submitting a sales order, you can set the order warehouse and set that the order is not allowed to be submitted due to insufficient inventory, so as to ensure the accuracy and validity of the order. When creating a delivery order, you can set the delivery warehouse to ensure that the product inventory quantity is updated in real time from the delivery warehouse after delivery. When creating a return order, you can return the goods to the designated warehouse and increase the inventory of the corresponding return warehouse.
Warehouse management can help managers understand the warehousing, delivery, return, inventory, etc. of products, and facilitate a more efficient grasp of the production and operation of the enterprise, thereby improving operating efficiency.
Second, the detailed introduction of the warehouse
2.1 Warehouse 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 warehouse 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 warehouse 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 warehouse 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
- 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 Warehouse Operations
2.2.1 Create a new warehouse
- How to create a new warehouse manually created Entry: warehouse list page import, see import
- manually created Entrance: warehouse list page
- Entrance: warehouse list page
- Import, see Import for details
- Business supplement when building a new warehouse 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 warehouse is newly created. See 【Approval Flow Management】 for details Remark: Regardless of whether the approval status of the warehouse is confirmed or not, it can be referenced by related objects. After passing the review, it cannot be modified or withdrawn, and printing is supported.
- 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 warehouse is newly created. See 【Approval Flow Management】 for details
- Remark: Regardless of whether the approval status of the warehouse is confirmed or not, it can be referenced by related objects. After passing the review, it cannot be modified or withdrawn, and printing is supported.
- Regardless of whether the approval status of the warehouse is confirmed or not, it can be referenced by related objects.
- After passing the review, it cannot be modified or withdrawn, and printing is supported.
2.2.2 Set the default warehouse
- Only one default warehouse is allowed to be set; there can be multiple non-default warehouses;
- When creating a new warehouse for the first time, the newly created warehouse will be automatically set as the default warehouse;
- When creating a new warehouse later, you can choose whether to set it as the default warehouse when creating a new warehouse;
- If multiple repositories exist, the default can be changed by editing the repositories.
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 approval process, the status of the storage order is "confirming"
- The employees or roles that can perform this operation are: Approval node confirmer
- Business operation entry: "Warehouse" details page.
2.2.4 Withdrawal
- Business description: When the warehouse is submitted and confirmed by the processor of the next node, the processor of the previous node can withdraw the process, and the warehouse to be processed by the processor of the next node will be withdrawn.
- Business operation conditions: In the approval process, the status of the warehouse 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: "Warehouse" details page.
2.3 Warehouse general business operations
- 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