1. Examples of business usage scenarios

2. Detailed introduction of the serial number

2.1 The preset scene of the serial number

• 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 serial number configured in "Data Rights Management" is the person in charge of the record, or the department to which the person in charge belongs The data of the current employee 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 serial number 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 batch 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 .
• 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 serial number

2.2.1 Create a new serial number

• Manual creation entry: [serial number] list page
• Import, see Import for details
• Serial number: The main attribute of the serial number is the serial number, which cannot be repeated.
• Associated product: When creating a new serial number, it must be associated with a specific product, and the associated product must be a "on-shelf" product, and the serial number management is turned on;
• Fixed approval process: You can create an approval process in the approval process management, when the serial number is newly created, the approval process can be automatically triggered and executed. See 【Approval Flow Management】 for details
• Note: No matter whether the approval status of the serial number is confirmed or not, it can be referenced by related objects. After the serial number is approved, it cannot be modified or withdrawn, and printing is supported.

2.2.2 Serial number storage

• For products with serial number management turned on, the corresponding serial number must be selected when warehousing. When saving, the system will check whether the serial number already exists in the system. If there is no inventory, it can be put into the warehouse, otherwise it is not allowed . the
• In the inventory object list, you can query the inventory quantity of a product with serial number management enabled, which represents the serial number of the product associated with the selected warehouse.

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 serial number status is "confirming"
• The employees or roles that can perform this operation are: Approval node confirmer
• Business operation entry: "Serial Number" details page.

2.2.4 Withdrawal

• Business description: When the serial number is submitted and confirmed by the next node processor, the previous node processor can withdraw the process, and the pending serial number of the next node processor will be cancelled.
• Business operation conditions: In the approval process, the status of the serial number is "confirming".
• The employees or roles who 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, and the superiors of the relevant team members, the party whose data is shared and with "read and write" permissions.
• Business operation entry: "Serial Number" details page.

2.3 General business operation of serial number

• 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