1. Examples of business usage scenarios
As one of the core documents in purchase, sales and inventory management, the core meaning is to balance inventory supply and consumption. A commodity is generally provided by a main supplier in cooperation with a few spare suppliers, and the main supplier can only deliver to a certain warehouse under normal circumstances, and the inventory in other warehouses needs to be allocated through allocation. Supplement; Another situation: each warehouse needs to radiate users in a certain area. The purchase demand of this part of users is the inventory that the warehouse should provide. If the supply capacity of local suppliers is insufficient or it is too late to supply, then Inventory needs to be allocated.
2. Detailed introduction of transfer order
2.1 Preset scene of transfer order
- All: The person in charge is the current user or his subordinates or related team members, including the current user or his subordinates, or the "data sharing" rule configured in the "Data Rights Management" is the person in charge of the record, or the department to which the person in charge belongs The data 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 transfer slip
2.2.1 Create a new transfer order
- The way to create a new transfer slip Manually create the entry: [Transfer slip] list page
- Import, see Import for details
- When creating a new transfer order, you need to select the transfer-out warehouse and the transfer-in warehouse first. The transfer quantity in the transfer order details can be modified, indicating the quantity of products to be transferred from the transfer-out warehouse. After the transfer order is approved, the product will be transferred from the transfer-out warehouse Transfer out, enter the transfer-in warehouse, and the transfer business is completed.
- Transfer-out product: The data comes from the product with inventory in the selected transfer-out warehouse, and the status of the product must be "on-shelf". The quantity of the transferred product cannot be greater than the actual inventory quantity of the product, otherwise it cannot be transferred.
- Transfer Confirmation Warehousing: Automatic or manual confirmation of warehouse entry can be set. If the automatic confirmation of warehouse entry is selected, the system will automatically create a warehouse-out document for the transfer-out warehouse and deduct the inventory after the transfer order is confirmed, and then generate a warehouse-in transfer document. Inbound orders and increase inventory.
- 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 transfer order is created. See 【Approval Flow Management】 for details
- Note: No matter whether the approval status of the transfer order is confirmed or not, it can be referenced by related objects. After the transfer slip 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 transfer order is "confirming"
- The employees or roles that can perform this operation are: Approval node confirmer
- Business operation entry: "Transfer Order" details page.
2.2.3 Withdrawal
- Business description: When the transfer order is submitted and confirmed by the processor at the next node, the processor at the previous node can withdraw the process, and the pending transfer order of the processor at the next node will be canceled at the same time.
- Business operation conditions: In the approval process, the status of the transfer 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: "Transfer Order" details page.
2.3 General business operation of transfer order
- 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