ERPII sales order

zhaozj2021-02-16  69

ERPII sales order

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As the web is further mature, the traditional ERP has begun to develop in the Web-based ERP direction, which is the so-called second-generation ERP (ie EPII). From the simplest concept, the second generation ERP (I said below For ERPII) is from the traditional "enterprise internal system" to "Enterprise External System". Traditional ERP generally emphasizes the management of internal management, including sales, inventory, procurement, finance and other modules; Erpii will be based on traditional ERP Extension, because companies can not exist alone. Enterprises are unmarketing, it can be said that companies have existed between suppliers and customers upstream. Therefore, they can manage the entire system for upstream companies, this is ERPII The focus is.

I am mainly for downstream companies in Erpii, which is the sales and distribution of the company. We can first try the traditional ERP system how to deal with:

Traditional ERP is generally a system of C / S structures, which is convenient for publishing and use within the enterprise, so the simplest order operation is to enter the "Order Administrator" in the enterprise to enter the customer's order, customer orders Source Generally the following:

Fax method: The customer uses faxes to send orders to customers.

Electronic transmission: customer uses electronic transmission mode, such as Word documentation, email sends

Telephone: The customer calls the company directly to the enterprise, the business commissioner is recorded and entered into the system.

Salesperson gets: sales staff to customer enterprises, obtain orders to pay for specialists

Anyway, there is a problem with the above traditional way: fax is relatively straightforward, but the cost is relatively high, and there is no timely electronic transmission, and the most important issue is that the customer is after entering the order. Customer orders must be incoked again. From JIT angle, this should be considered waste. Repeated entry not only wasted time, but also increased the probability of errors. Therefore, I will describe a web-based customer-based customer order. Way. Example

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As a web-based ERPII, it will provide more, effective ways in the customer.

First: Provide online ordering system:

Enterprises can provide online ordering function, allowing customers to download orders online, this way is the fastest and efficient, there is currently a very business that has been used in this way, and generally extension based on the original ERP, Leading to the original ERP, making the order of the order can not be given a timely feedback to the customer. Therefore, this feature will be provided as the basic needs function. To take into account the check, approval, delivery, and declaration of customer orders. Control of the whole process.

Important: There is an order validity problem in the ERDER process, because the possibility of the customer directly under the order is much higher, and should be strictly valid for the customer's order.

Second: ERI data interface processing

The ERDER system is very convenient, but the customer's environmental conditions are different, and some customers may have no order conditions at any time, or the customer habits themselves and want to make a file receipt, and in order to avoid repeated entry issues, enterprise development The system should provide a standard "electronic order" format, as long as the customer is submitted in accordance with the standard format. Then Erpii can directly import the customer's "order file", generate orders and check. This method will be largely possess Absolute advantage: First, there is no need to synchronize between enterprises and customers, can be sent in email, and the second is the interface that is interactive between enterprises and enterprises, which can be used for secondary development. From current technology and feasibility, This EDI data interface is the most appropriate in XML file format. XML has been received with a lot of platforms, can be across platform operations. And it is a text format, which can be made and viewed. No special tools. Many ERP systems do not do order import features. This will be the basic function in the next generation. When the XML data can be interacted with XML data, the interaction will become quite convenient.

Important: For the XML order file provided, the test is a very important part, first "format test", check if the format is correct, should be a digital type, whether the date type is a date type; then do " Data Testing, that is, the material exists, the customer may make mistakes, resulting in the absence of materials. The date is valid, so as not to expire. This test should be automatically performed by the system, if the test is not passed, will throw An error report is for reference to notify the customer to make changes.

Third: Dealer Sales Window

The above two ways are directly for the end customers. In Erpii, you should provide the order interface of the distributor / distributor, which is a bit similar to the EORDER, but it should be two concepts. Distributors / distributors should be an enterprise One of them, they will have their own customers, stock temporary goods. They themselves need to manage their own management. Because companies should not allow your dealers to develop systems or other systems. Just provide such an interface, Make distributors / distributors directly manage, or provide them with more, special services. For example, price management, new product promotion, product promotion, orders issued by dealers without strict examination. Fourth: Electronics Business approach

For some companies' products can be sold to individual final consumers. So you can directly provide e-commerce, publish materials, individuals can register and directly order. It is the e-commerce method of B TO C. This will be regarded as companies The nature is fixed.

Fifth: Sales staff remotely below:

The company's sales staff are often running. They often have orders in the company, so ERPII provides remote ordering. When the salesperson is outside, it can also make orders anytime, anywhere. Of course, for the WEB's ERP itself is based on Web, this way will also be inevitable.

Customer inquiry:

I just talked about the sales order of the sales in ERPII. And for the inquiry business is on the web, some orders are directly generated without the inquiry. For the customer inquiry, one window will provide a window, let Customers can perform remote inquiry, ERPII should be quoted to the customer's inquiry. In the case of confirmation. First enter the customer data into "customer main data", then order the order.

In short, ERPII will no longer be internal system in the enterprise. Its features will be extended to the Web, allowing businesses to communicate with enterprises.

WebService (web service)

In order to integrate with other systems, ERPII is to provide a WebService interface, making the order generation, etc., so that other tools or software integration and development are integrated.

PS: I expect to engage in ERPII system development

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2004-07-01

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