1. Examples of business usage scenarios

Second, the detailed introduction of the invoice

2.1 Preset scene of invoice

• All: The person in charge is the current user or his subordinates, or the relevant team members include the current user or his subordinates, or the "Data Sharing" rule of the invoice 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 invoice 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
• 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 invoice 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".

• "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 invoice

2.2.1 Create a new invoice

• How to create a new invoice Manually created entry: [Invoice] list page associated object [Sales Order] details page - import under [Invoice], see Import
• Manually create the entry: [Invoice] list page associated object [Sales Order] detail page - under [Invoice]
• Entrance: [Invoice] list page
• Associated object【Sales Order】details page-【Invoice】
• Import, see Import for details
• Business supplement when creating a new invoice Shipping product: Select the product to be shipped, and the data comes from the product in the associated order. You can define the fixed approval process for the product field of the invoice in "CRM Management - Field Management - Invoice Product Field": you can create an approval process in the approval process management, and the approval process can be automatically triggered when the invoice is created. and execute. See 【Approval Flow Management】 for details. Can be referenced by related objects. After the invoice is approved, it cannot be modified or withdrawn, and printing is supported. The shipped product corresponding to the invoice can only be displayed on the product page of the sales order when the status of the invoice is confirmed.
• Shipping product: Select the product to be shipped, and the data comes from the product in the associated order. Product fields for invoices can be defined in "CRM Management - Field Management - Invoice 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 the invoice is created. See 【Approval Flow Management】 for details
• Remarks: Regardless of whether the approval status of the invoice is confirmed or not, it can be referenced by related objects. After the invoice is approved, it cannot be modified or withdrawn, and printing is supported. The shipped product corresponding to the invoice can only be displayed on the product page of the sales order when the status of the invoice is confirmed.
• Regardless of whether the approval status of the invoice is confirmed or not, it can be referenced by related objects.
• After the invoice is approved, it cannot be modified or withdrawn, and printing is supported.
• The shipped product corresponding to the invoice can only be displayed on the product page of the sales order when the status of the invoice is confirmed.

2.2.2 Query Logistics

• Query logistics is an advanced function of the invoice. You need to purchase the logistics query resource package before you can query the logistics information on the invoice.
• The logistics information mainly includes the logistics company and the logistics order number, which must be filled in correctly at the same time to get the correct result through the query.
• Support the mainstream logistics companies currently on the market, including SF Express, EMS, YTO, STO, Zhongtong, Yunda, etc.

2.2.3 Confirm receipt

• After the receiver of the invoice receives the goods, he can confirm the receipt based on the invoice. When confirming the receipt, he can upload the picture information or output the actual quantity of the goods received.
• You can also add other custom fields yourself, such as a signature field, which can be electronically signed when the invoice confirms receipt.

2.2.4 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 invoice is "Confirming"
• The employees or roles that can perform this operation are: Approval node confirmer
• Business operation entry: "Invoice" details page.

2.2.5 Withdrawal

• Business description: When the invoice is submitted and confirmed by the next node processor, the previous node processor can withdraw the process, and the pending sales order of the next node processor will be cancelled.
• Business operation conditions: In the approval process, the status of the invoice 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: "Invoice" details page.

2.3 General business operations for invoices

• 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