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CN101447063A - Sales management system (E-Partner) and method thereof - Google Patents

Sales management system (E-Partner) and method thereof Download PDF

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Publication number
CN101447063A
CN101447063A CNA2008102396050A CN200810239605A CN101447063A CN 101447063 A CN101447063 A CN 101447063A CN A2008102396050 A CNA2008102396050 A CN A2008102396050A CN 200810239605 A CN200810239605 A CN 200810239605A CN 101447063 A CN101447063 A CN 101447063A
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CN
China
Prior art keywords
agent
sales
filling
information
goods
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Pending
Application number
CNA2008102396050A
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Chinese (zh)
Inventor
闫丰
张丽霞
王建国
李青梅
柳仲宁
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
BEIJING DIGITAL CHINA HOLDINGS Ltd
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BEIJING DIGITAL CHINA HOLDINGS Ltd
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
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Application filed by BEIJING DIGITAL CHINA HOLDINGS Ltd filed Critical BEIJING DIGITAL CHINA HOLDINGS Ltd
Priority to CNA2008102396050A priority Critical patent/CN101447063A/en
Publication of CN101447063A publication Critical patent/CN101447063A/en
Pending legal-status Critical Current

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Abstract

The invention belongs to the field of electronic commerce, and particularly relates to a sales management system (E-Partner) and a method thereof. The sales management system comprises the steps as follows: a commission agent and an internal user are linked with the Internet through computers; and an EP system is adopted under the protection of a firewall; and the EP system is interacted with an EP database. By adopting the sales management system, the original sales mode is altered, and the performance assessment of the sales personnel is conducted upon the practical quantity of sold products by the commission agent, so as to encourage the sales personnel to concern about and assist the commission agent to sell products. After the seller finish the sales, the seller needs to fill the product information and the customer information in the system so that the return visit and feedback to the customer and the analysis of the sales data are convenient. The invention still aims to adjust factors such as design, functions, post-sale and prices according to the customer demands, therefore, the actual demands of the users can be better excavated, and the conversion of 'taking the customer as a center and taking the service as the guidance' is really realized.

Description

Sales management system (E-Partner) and method
Technical Field
The invention belongs to the field of electronic commerce, and particularly relates to a sales management system (E-Partner, abbreviation EP) and a method.
Background
The traditional sales management system is often hidden in the danger of out-of-control management information due to the fact that an enterprise sales network system is increasingly complex, the scale is larger and larger, the regions are scattered, and personnel are uneven. The main performance is that manual statistics of sales data is slow, errors are easy to occur, accounts are inconsistent, summarized data is not timely and accurate, and enterprise management personnel cannot know sales conditions and inventory conditions of sales institutions in various regions in the first time. Such information distortion, information delay or information "greedy" situation causes serious obstacles to the development of the enterprise and even brings direct economic loss to the enterprise. In addition to the face of the out-of-control information management, distribution enterprises are also faced with the problem of out-of-control management of branch companies, sales platforms, departments, chain stores and exclusive stores in the process of continuous development. Most businesses attempt to address such problems using human-sea tactics, where large numbers of people are stationed around the home. But the problems are not solved, matched product inventory, logistics, accounts receivable items and the like do not have a complete management information platform, the sales summary data of inventory, accounts receivable, expenses and the like of all branches cannot be timely and accurately counted and reported, accordingly, a management decision layer cannot timely master valuable customer ordering and sales point sales conditions, and the sales conditions and the inventory conditions of sales institutions in all parts of the country cannot be known in real time.
Under the conditions that the business of companies is increasingly expanded and the science and technology are continuously developed, a more convenient, efficient and easily managed sales management system needs to be found.
Disclosure of Invention
The present invention is directed to overcoming the deficiencies of the prior art by providing a sales management system (E-Partner) and method. The invention can construct a set of main application systems including filling, data checking and reporting, and optimizes the purchase, sale and stock of the whole supply chain by counting the purchase, sale and stock of suppliers and agents, thereby realizing benign circulation of the stock, reducing the stock occupation and the price loss, and ensuring the lowest cost of the whole supply chain.
The EP system of the invention provides a dynamic and real-time query system for seeing the service from out, and the whole management and control are seen from the data of the client, so that the conversion of client orientation is realized. The operation thought of the system is gradually changed from the business in of the agent to the business out of the agent, and compared with the prior pure goods pressing, the system pays more attention to the terminal construction, including the aspects of shop decoration, personnel training, customer information feedback, customer demand investigation and the like. After the salesman finishes selling, product information and customer information need to be filled in the system, return visit feedback and analysis on sales data are convenient for the customer, the aim is still to adjust factors such as design, function, after-sale and price of the product according to the customer requirements, the distance between the salesman and the user is shortened through the method, the actual requirements of the user are better mined, the salesman can inquire historical sales information and material information of the salesman in an EP system, the salesman is helped to grasp sales strategies from the whole, and the conversion to 'use the customer as the center and use the service as the guide' is really realized.
The technical scheme of the invention is as follows:
sales management system (EP), comprising: basic data import program; a supplier signing agent sales data filling system; a background data analysis and reporting system; wherein, include:
the functions of information inquiry, downloading, filling, uploading and the like are convenient, quick, safe and reliable;
the agent can carry out filling and selling in a serial number filling and quantity filling mode;
the agent and the salesman can inquire yesterday purchase, sale, stock and history purchase, sale and stock and filling conditions;
the agent can inquire and know the filling mode corresponding to the material by how to distinguish the material filling mode;
the agent can directly carry out filling and selling through quantity downloading shortcut inquiry;
the agent can download shortcut inquiry through the serial number to fill in the newspaper and sell;
the agent can register the point information to participate in the super business activity by filling in;
the agent can view the 'my points' condition through points management;
the salesman can inquire and know the filling mode corresponding to the material by distinguishing the material filling mode;
the salesman can know whether the agent has the EB and the account number counting condition through account number inquiry;
the salesman can know the shunting condition of the salesman through the non-shunting sellout query;
the internal personnel can fill in the direct-sending business of the manufacturer through the direct-sending function of the manufacturer;
the insider can synchronize the BO system through a synchronize serial number function.
BO system: business Intelligence, an abbreviation of english word Business Intelligence, refers to a tool for converting existing data in an enterprise into knowledge and helping the enterprise make an intelligent Business operation decision. As used herein, data includes: data from enterprise business systems such as orders, inventory, transaction accounts, customers and suppliers; data from the business and competitors where the enterprise is located; and various data from other external environments in which the enterprise is located. The applicant currently uses BusinessObjects XI Release 2 from Booeger software.
The insiders can return the EP by return fill.
The invention has the advantages that: the invention changes the prior sales mode, and the performance assessment of the salesperson is based on the number of products actually sold by the agent, so as to encourage the salesperson to pay attention and help the agent to sell. After the salesman finishes selling, product information and customer information need to be filled in the system, return visit feedback and analysis on sales data are convenient for customers, the purpose is still to adjust factors such as design, functions, after-sale and price of the product according to customer requirements, the distance between the salesman and the users is shortened through the method, actual requirements of the users are better mined, and the conversion to 'use customers as the center and use services as the guide' is really realized.
Drawings
FIG. 1: the invention discloses a system network topological graph.
FIG. 2: the overall structure of the system of the invention.
FIG. 3: the invention relates to a work flow diagram of an agent in a system.
FIG. 4: the work flow between the agent and the user in the system of the invention is shown.
FIG. 5: the invention relates to a work flow chart of salesmen and insiders in the system.
Detailed Description
The invention will be further explained with reference to the drawings and the embodiments.
As shown in fig. 1, the network topology of the system of the present invention includes: the agent and the internal user are connected with the internet through a computer; the EP system is used under the protection of the firewall, and the firewall plays a role in protecting when an agent and an internal user use the EP system and forbids malicious behaviors from entering the EP system and the EP database; the EP system interacts with an EP database; BO fetches data from ERP database through ERP system and interacts data with EP system; data used by the agent and the internal user after logging in the EP system is processed by BO from data of the ERP system.
ERP system: the system is an abbreviation of english Enterprise Resource Planning, and refers to a management platform which is established on the basis of information technology and provides decision operation means for Enterprise decision layers and employees by using a systematic management idea. At present, various manufacturers at home and abroad have respective products, such as: german SAP company, oracle, King butterfly, Youyou. The applicant currently uses ECC version 6.0 of SAP.
As shown in fig. 2, the overall structure of the system of the present invention includes the following functions: information display, personal information, product policy, product promotion, serial number SN download, SN query, billboard BANNER, sales entry, return entry, and error correction entry; counting; background management; point management; information is issued; value-added services; online support; wherein,
counting, which comprises: filling in; approval is carried out; and (6) querying. Wherein, filling includes: sales fill, return fill, manufacturer's direct issue (i.e., the case where the manufacturer sends the goods directly to the agent);
the examination and approval comprises the following steps: confirming sale, examining and approving returned goods and claiming sale;
the query includes: number-off inquiry, goods-in/downloading, purchase-sale-storage, supplier materials and error correction inquiry.
Background management, which comprises: storefront creation and storefront modification.
As shown in fig. 3, the workflow diagram of the agent in the system of the present invention includes:
1. the return workflow of the agent comprises the following steps:
a) the return information of the agent is input into an ERP system: the agent returns the material to an internal salesman, and the internal salesman inputs the information of the material into the ERP system;
b) and the BO imports return information from the ERP system: when the BO system reads the information, reducing the stock of the agent;
c) EP imports return information from BO: the goods returning information is guided to the EP, and the EP is informed that the goods returning BO is processed;
d) and the EP processes the return information: the EP system checks whether the material generates sellout, if so, a piece of return data is inserted into the so _ record table, and then the return data is written into the table to inform BO that I has finished processing;
e) and importing the processed return information into BO the next day: the BO returns on the day, and the EP processes every other day, but the mechanism of intercommunication still exists, and the realization mode is as follows: after the EP operates the data of the current day, filling the data into the table, and filling the date into the next day; when the agent carries out sales/return filling, records are recorded into a so _ record table, wherein type 1 represents sales, type 2 represents return, BO takes out confirm 4 from the table every day, and modifytime represents all information of the day; the sales filled BO inventory will subtract from the amount successfully filled by the agent and the return filled BO inventory will increase the amount successfully filled.
2. The agent procurement workflow comprises the following steps:
a) and the agent places an order to the EB: the agent places a purchase order to the supplier;
b) and generating an ERP order after processing: a business person (DC) processes a business order, an ERP order is generated after approval, an ERP delivery order is generated after business processing, DC logistics are subjected to ex-warehouse scanning, and goods are delivered to an agent;
c) BO takes the delivery order and serial number filled by the agent from ERP: BO imports delivery orders and serial numbers in batch from ERP every day, and uses the data as the Sellin data of the agent;
d) and the agent carries out filling in the EP: the agent reports the serial number already sold to the EP;
e) and the BO takes the serial number filled by the surrogates from the EP: taking out the data filled by the agent from the EP as sellout data of the agent;
f) BO processes data taken from ERP and EP: taking yesterday stock as initial stock, and calculating the current stock according to the current stock which is the initial stock plus sellin-sellout;
g) BO imports the processed data into EP: and importing the purchase-sale-stock information into the EP to be used as the data verified by the EP system on the next day. On the other hand, the BO imports the sequence number information into the EP as a basis for sequence number verification; the BO imports sellout data from agents into the EP as a data source to the decomposed data.
3. The user returns the goods work flow, its step includes:
a) and the materials to be returned by the user are sent to the agent: when the user finds that the materials have problems and require goods return, returning the materials to the agent;
b) the agent fills the return application;
C) and return information writing EP: after the approval is passed, the internal personnel returns the goods and reports the goods, and after the goods and reports are successfully reported, the EP system adds a goods returning record; if the approval fails, requesting the agent to refill the application;
d) the BO takes the return information from the EP: the BO takes out the data at night and adds the inventory of materials corresponding to the agent.
As shown in fig. 4, the workflow between the agent and the user in the system of the present invention includes: counting and managing; value-added services; help online; point management;
wherein, the number of the reports and the management comprise:
A) and filling, including:
a) and filling a serial number: the function fills in 5 serial numbers at most each time, the serial numbers meeting the requirements prompt that uploading is successful, the serial numbers not meeting the conditions directly enter an error correction list and prompt related error reasons, and an agent can repopulate the serial numbers again through the correction function of the error correction list;
b) and quantity filling: the function fills in 5 serial numbers at most each time, the material numbers meeting the requirements prompt that the uploading is successful, the serial numbers not meeting the conditions directly enter an error correction list, and the related error reasons are prompted. The agent can repopulate through the modification function of the error correction list;
c) and uploading accessories: the agent fills in by downloading the serial number template and quantity template, inputs the relevant information according to the template requirement, fills in 500 pieces at most, can fill in by uploading, the prompt that the uploading is successful that accords with the requirement, enter the error correction list directly that does not accord with the condition, and prompt the relevant error reason, the agent can fill in again through the modification function of the error correction list;
d) no shipment today: this function is mainly to increase the enthusiasm of the agent for making a report and to increase the degree of importance to the EP system. Even if the agent does not deliver goods today, points can be increased by clicking on the goods that do not deliver goods today, and the usage rate of the EP system can be known through the background.
B) How to distinguish the material filling mode: inputting material codes and material names in the material query can query the filling mode of the materials, and query results comprise the material codes, the material names, the material numbers of factories and merchants, product groups and filling types;
C) quantity downloading shortcuts: all the materials in the agent quantity filling mode can be inquired through the function, the downloading of unreported material information is clicked, and the materials are directly downloaded to the template and uploaded; displaying the current stock quantity of the agent in the quantity downloading shortcut, and inquiring stock information;
D) and serial number downloading shortcut: the data can be represented by the fields: and inquiring the purchase date, the product group, the sales order number, the material code, the material name, the serial number and the state. After the result is inquired, clicking 'downloading the unreported serial number', directly downloading the unreported serial number to the template, and uploading;
the serial number downloading shortcut can inquire the serial number by filling in purchase date, product group, sales order number, material code, material name, serial number and state, the specific purchase serial number information of the agent can be known through the inquiry, the information content comprises the material code, the material name, the quantity, the product group, the order number, the purchase date and operation, the serial number can be checked in operation, the inquired information can be stored, and the storage mode comprises downloading of all serial numbers and downloading of unreported serial numbers.
E) And inquiring: the method comprises the following steps of filling condition query, yesterday purchase, sales and inventory query and historical purchase, sales and inventory query:
and (3) inquiring the filling condition: the method can inquire the filling information of the agent in the selected time, wherein the information comprises a platform, an agent number, an agent name, a store name, a filling date, a filler, a filling type and operation, the operation is a viewing button, and the serial number information corresponding to the material can be viewed by clicking the button.
Yesterday purchase, sale and stock query: the yesterday purchase, sales and inventory information of the material can be inquired by inputting the material code and the material name, the information comprises the material code, the material name, the number of delivered goods, the number of sold goods, the number of yesterday inventory, the current inventory number and a filling mode, and a button can be clicked to lead the information into an excel table.
Wherein, the point management: it includes: registration information query, my points, point rules, super business activities. The function is mainly used for exciting the agent to sell and fill in, when the first sale and fill in is successful, the agent participates in super-business activities through registration information, and wins super-business awards through daily accumulated points. Two parts are included in the points management, registration points inquiry and my points. The registration information of the company may be queried in the registration points query, and the current points of the agent may be viewed in my points. The specific integration rules can be specified in the integration rules.
As shown in fig. 5, the work flow chart between the salesperson and the insider in the system of the present invention includes:
A) and the report and management comprises the following steps: filling in: straightening hair by manufacturers; synchronizing the sequence numbers; returning goods and filling in;
B) and inquiring an account number: the salesperson and the internal personnel can know the specific situation of the agent by inquiring the account number;
C) flow direction decomposition: flow direction decomposition is mainly to understand the flow direction of the material and to investigate the sales amount flowing through the salesman to the decomposition. After the agent sells the filled-in report successfully, the salesman carries out flow direction decomposition on the filled-in material within the appointed date, and the flow direction decomposition can be divided into the following steps: retail, second-level channel, trade user, flow to decompose the date for three working days in month and decompose the data in last month, flow to can't see not shunted material information beyond the decomposition date, can't shunt it. It includes:
unshunted sellout query: the salesman inquires the materials which are not shunted through the field agent reporting date, the group, the cause department, the product group, the platform, the agent code and the agent name, the shunting is carried out according to the actual situation, and the flow direction of some materials can be selected to be unknown;
and (3) historical shunt query: the salesman inquires the historical distribution condition of the material through the field distribution date, the group, the cause department, the product group, the platform, the agent code, the agent name, the material code and the material name.
D) And value-added service: the customer can enjoy the convenience and quickness of online sale after the system is connected with other websites only by clicking registration and filling corresponding information according to requirements. In addition, the system further comprises: a customer's advertising marketing service.
E) And online service.

Claims (10)

1. A sales management system, characterized by: it includes: the agent and the internal user are connected with the internet through a computer; and using the EP system under the protection of the firewall; the EP system interacts with an EP database; BO fetches data from ERP database through ERP system and interacts data with EP system; data used by the agent and the internal user after logging in the EP system is processed by BO from data of the ERP system.
2. The sales management system according to claim 1, wherein: the system comprises: information display, personal information, product policy, product promotion, serial number SN download, SN query, billboard BANNER, sales entry, return entry, and error correction entry; counting; background management; point management; information is issued; value-added services; and (4) online support.
3. The sales management system according to claim 2, wherein: the number of the newspaper comprises: filling in; approval is carried out; the query is generated, wherein,
the filling includes: sales filling, return filling and manufacturer direct issuing;
the examination and approval comprises the following steps: confirming sale, examining and approving returned goods and claiming sale;
the query includes: number-off inquiry, goods-in/downloading, purchase-sale-storage, supplier materials and error correction inquiry.
4. The sales management system according to claim 2, wherein: the background management comprises the following steps: storefront creation and storefront modification.
5. A sales management method is characterized in that: the method comprises the following steps: the return process of the agent; the purchasing process of the agent; a user goods return process; workflow between the agent and the user; workflow between sales personnel and insiders.
6. The sales management method according to claim 5, wherein: the return process of the agent comprises the following steps:
a) the return information of the agent is input into an ERP system;
b) the BO imports return information from the ERP system;
c) the EP imports return information from the BO;
d) the EP processes the goods returning information;
e) and importing the processed return information into the BO the next day.
7. The sales management method according to claim 5, wherein: the agent purchasing process comprises the following steps:
a) the agent places an order to the EB;
b) generating an ERP order after processing;
c) BO takes delivery order and serial number from ERP;
d) the agent carries out filling in the EP;
e) the BO removes the serial number filled by the agent from the EP;
f) BO processes data taken from ERP and EP;
g) and BO imports the processed data into EP.
8. The sales management method according to claim 5, wherein: the user goods returning process comprises the following steps:
a) the materials to be returned by the user are sent to the agent;
b) the agent fills the return application;
C) and return information writing EP: after the approval is passed, the internal personnel returns the goods and reports the goods, and after the goods and reports are successfully reported, the EP system adds a goods returning record; if the approval fails, requesting the agent to refill the application;
d) the BO takes the return information from the EP: the BO takes out the data at night and adds the inventory of materials corresponding to the agent.
9. The sales management method according to claim 5, wherein: the workflow between the agent and the user comprises the following steps: counting and managing; value-added services; help online; point management; wherein,
the number and management comprises the following steps:
A) and filling, including: filling a serial number; filling in quantity; uploading the accessories; no shipment is available today;
B) how to distinguish the material filling mode;
C) quantity download shortcuts;
D) a serial number downloading shortcut;
E) and inquiring: the method comprises the steps of filling condition query, yesterday purchase, sales and inventory query and historical purchase, sales and inventory query;
point management: it includes: registration information query, my points, point rules, super business activities.
10. The sales management method according to claim 5, wherein: the workflow between the sales staff and the internal staff comprises the following steps:
A) and the report and management comprises the following steps: filling in: straightening hair by manufacturers; synchronizing the sequence numbers; returning goods and filling in;
B) inquiring the account number;
C) flow direction decomposition: no bypass sellout query; historical shunt inquiry;
D) value added services;
E) and online service.
CNA2008102396050A 2008-12-12 2008-12-12 Sales management system (E-Partner) and method thereof Pending CN101447063A (en)

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Application Number Priority Date Filing Date Title
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Application Number Priority Date Filing Date Title
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Cited By (7)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN103390223A (en) * 2013-07-31 2013-11-13 西安互易计算机科技有限公司 Purchase-sell-stock enterprise management system based on standard component industrial encoding
CN103914765A (en) * 2014-03-24 2014-07-09 沈阳化工大学 Enterprise invoicing system
CN104182845A (en) * 2014-08-27 2014-12-03 江苏天使电子科技有限公司 Sales order management system
CN102819789B (en) * 2012-07-26 2016-01-20 深圳市互联通科技有限公司 E-commerce SCM system
CN107918848A (en) * 2017-06-26 2018-04-17 安徽中硕健康科技有限公司 A kind of shops's purchase, sales and stock management software systems
CN108109040A (en) * 2017-12-21 2018-06-01 沈阳林科信息技术有限公司 Flow product background management system
CN112598485A (en) * 2021-01-07 2021-04-02 衢州光明电力投资集团有限公司赋腾科技分公司 Power transmission and distribution equipment order management system based on electronic mall

Cited By (7)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN102819789B (en) * 2012-07-26 2016-01-20 深圳市互联通科技有限公司 E-commerce SCM system
CN103390223A (en) * 2013-07-31 2013-11-13 西安互易计算机科技有限公司 Purchase-sell-stock enterprise management system based on standard component industrial encoding
CN103914765A (en) * 2014-03-24 2014-07-09 沈阳化工大学 Enterprise invoicing system
CN104182845A (en) * 2014-08-27 2014-12-03 江苏天使电子科技有限公司 Sales order management system
CN107918848A (en) * 2017-06-26 2018-04-17 安徽中硕健康科技有限公司 A kind of shops's purchase, sales and stock management software systems
CN108109040A (en) * 2017-12-21 2018-06-01 沈阳林科信息技术有限公司 Flow product background management system
CN112598485A (en) * 2021-01-07 2021-04-02 衢州光明电力投资集团有限公司赋腾科技分公司 Power transmission and distribution equipment order management system based on electronic mall

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