Regardless of whether the order is created from crm or E-Order, it is stored in the CRM order uniformly, and the operation is the same as that of the CRM order.

1) Order Approval

The order administrator can perform the approval operation according to the process set by the CRM. When the approval is approved or rejected, the downstream can receive a notification.

2) Shipping Confirmation

After the approval is completed, the system will automatically send a message to notify the delivery personnel to carry out the delivery operation.

Note: When the invoice is not enabled, confirming the delivery is only a status, but if you need to record the delivered products, or even deliver in batches, you need to initiate an invoice.

3) Receipt Confirmation

After the upstream confirms the delivery, the downstream distributors, agents and customers will receive a notification on E-Order, and confirm receipt after receiving the goods. After the operation is completed, the process of the entire order is processed.

For the delivery of physical products, if you need to record the quantity and logistics information of the delivery, and there are batch delivery scenarios, you need to open the delivery note yourself.

1) Invoice Enabling

The invoice is included when the enterprise is activated, but it is not enabled by default. Find the switch in [CRM] - [CRM Management] - [Distribution Inventory Management] and enable it. After enabling, refresh the page, and the invoice object will be added, and the CRM administrator and delivery personnel have management authority by default. You can assign permissions yourself if needed. 

2) Create Invoice

There are two entries for the creation of invoices:

² Based on the delivery notice, create an invoice in the order

Create an invoice in the order, and the system will automatically bring the order number and all order products into the invoice. If it is a whole batch of goods, it can be created directly. If you ship in batches, you can enter the quantity to be shipped. After entering the logistics company and logistics number, you can check the logistics status in real time.

² In the list of invoices, select Order Creation

Delivery personnel can be created directly in the delivery order list. After selecting the order, all order products will also be brought out, and then enter the logistics order number.

Notes:

Ø When the shipper does not have the data permission of the order, it is necessary to set the sharing rules in the CRM data permission.

3) Invoice Approval

If necessary, the administrator can set the approval process by himself, and the system does not preset a default process. If there is no approval flow, after the invoice is created, it will be automatically confirmed, and the status of the invoice will be updated to "shipped". If there is an approval flow, the status will not be updated until the approval is completed. After the invoice is confirmed, the system automatically sends a notification to the downstream.

4) Receipt Confirmation

After the invoice is enabled, the receipt confirmation is on the invoice, not the order. For multiple shipments, multiple receipts are required. After the downstream receives the goods, find the corresponding order and invoice records, and confirm the receipt operation.

When dealers, agents and accounts have return scenarios, they can enter the return form in CRM through upstream sales and logistics personnel, and order through the order to view it. Or the dealer directly submits the return form in E-Order.

Payment collection refers to routine operations such as customer payment collection and order write-off. The system provides payment collection write-off mode:

1) Receipt and write-off of order; 2) Receipt of receivable after verification.

1) Refund verification order For small and medium-sized enterprises or enterprises with low management requirements, the payment verification order mode (similar to C-end e-commerce and B2B ordering system) can be adopted, which is suitable for some fast-moving consumer enterprises; this capability is still expected The setting is the current payment and payment details.

2) Account receivables for write-off of payment (direct write-off orders) For large and medium-sized enterprises or enterprises with relatively high financial requirements, the mode of receivables for write-off of payment can be adopted. This is the mainstream ERP accounts receivable management model, and we provide docking to realize a simplified business-finance integration solution. This scenario needs to enable the [Accounts Receivable Management] charging plug-in.

This chapter mainly introduces mode 1), and mode 2) can be understood [Accounts Receivable Management]