1. Examples of business usage scenarios
As an important link in the standard procurement process, after the enterprise purchases the corresponding products, it needs to store the products in one or more designated warehouses. When creating a storage order, you first need to select the storage warehouse, then select the products to be stored, set the storage quantity of each type of product, etc., and generate a storage order. Like the sales order, when the product is put into storage, it can be set to go through a strict approval process before it can be put into storage.
The management of the purchase order can help managers understand the purchase and storage of products.
Second, the detailed introduction of the storage order
2.1 Preset scene of storage order
- 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 "Data Sharing" rule of the inbound order is configured in "Data Rights Management" to record the data of the person in charge or the department to which the person in charge belongs Share data with the current employee or the department the current employee belongs to or the user group the current employee belongs to or "the department I am in charge of".
- 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 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 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 Operations of Warehousing Documents
2.2.1 Create a new storage order
- Ways to create a new receipt document, including manual creation and import. the
- Manual creation: Entry 1: [Warning Order] list page; Entry 2: [Inventory] list page.
- Import, see Import for details
- When creating a new storage order, the data of the storage product comes from all the products that have been put on the shelf. You can define the fixed approval process for the product field of the storage order in "CRM Management - Field Management - Product Field of the Storage Order": you can create an approval process in the approval process management, and the approval process can be automatically triggered when the storage order is created. and execute. See 【Approval Flow Management】 for details. Can be referenced by related objects. After the receipt document is approved, it cannot be modified or withdrawn, and printing is supported.
- Product storage: Select the product to be imported, and the data comes from all products that have been put on the shelf. You can define product fields for storage orders in "CRM Management-Field Management-Receipt Document Product Fields"
- 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 a storage order is created. See 【Approval Flow Management】 for details
- Note: Regardless of whether the approval status of the receipt document is confirmed or not, it can be referenced by related objects. After the receipt document is approved, it cannot be modified or withdrawn, and printing is supported.
- Regardless of whether the approval status of the receipt document is confirmed or not, it can be referenced by related objects.
- After the receipt document 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 status of the storage order is "confirming"
- The employees or roles that can perform this operation are: Approval node confirmer
- Business operation entry: "Receipt Order" details page.
2.2.3 Withdrawal
- Business description: When the storage order is submitted and confirmed by the next node processor, the previous node processor can withdraw the process, and the pending storage order of the next node processor will be cancelled.
- 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: 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: "Receipt Order" details page.
2.3 General Business Operations for Warehousing Documents
- 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