1. Examples of business usage scenarios
As an important part of invoicing management, enterprises need to designate specific outbound warehouses when selling/borrowing/scrapping and other scenarios involving outbound business. When creating an outbound order, you first need to select the outbound warehouse, then select the products to be outbound from the inventory list of the outbound warehouse, set the outbound quantity of each type of product, etc., and generate the outbound order. Like the storage order, the product can be set to go through a strict approval process before it can be shipped out. The management of outbound orders can help managers understand the sales and outbound conditions of products.
2. Detailed introduction of the delivery order
2.1 Preset scene of delivery 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 outbound order is configured in "Data Rights Management" as the person in charge of the record, or the person in charge belongs to The data of the department 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 the outbound order
2.2.1 Create a new outbound document
- The way to create a new outbound order Manually create the entry: [Outbound order] list page
- Import, see Import for details
- Business supplement when creating a new outbound document Inbound and outbound products: first select the outbound warehouse, and then select the outbound product. The selection range of the outbound product is the stock product in the outbound warehouse. You can define the fixed approval process for the product field of the outbound document in "CRM Management - Field Management - Outbound Document Product Field": you can create an approval process in the approval process management, and the approval process can be automatically triggered when the outbound document is created. and execute. For details, see [Approval Process Management] Note: Regardless of whether the approval status of the delivery order is confirmed or not, it can be referenced by related objects. After the outbound document is approved, it cannot be modified or withdrawn, and printing is supported.
- Outbound products: The data comes from the products in stock in the selected outbound warehouse, and the status of the products must be "on shelf". The outbound quantity of the outbound product cannot be greater than the actual inventory quantity of the product, otherwise it cannot be outbound.
- 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 new outbound document is created. See 【Approval Flow Management】 for details
- Note: No matter whether the approval status of the delivery order is confirmed or not, it can be referenced by related objects. After the outbound 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 outbound order is "confirming"
- The employees or roles that can perform this operation are: Approval node confirmer
- Business operation entry: "Outbound Order" details page.
2.2.3 Withdrawal
- Business description: When the outbound order is submitted and confirmed by the next node processor, the previous node processor can withdraw the process, and the pending outbound order of the next node processor will be cancelled.
- Business operation conditions: In the approval process, the status of the outbound 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: "Outbound Order" details page.
2.3 Common business operations for outbound orders
- 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