User Manual-1909Sales Management用友网络科技股份有限公司 Copyright © yonyou Network Technology Co., Ltd. All rights reserved Without the written permission of yonyou Group, any part or the whole content of this manual may not be reproduced, copied, translated or reduced for any purpose. Please note that the content of this manual may be changed without prior notice, and its content does not represent the commitment made by yonyou Group. 用友网络科技股份有限公司Table of Contents Copyright .................................................................................................................................................................. 1 Change Record ......................................................................................................................................................... 6 Terms and Definitions ............................................................................................................................................. 7 Chapter I General Overview ............................................................................................................................ 9 1.1 General Overview ................................................................................................................................ 9 1.2 Overview ........................................................................................................................................... 11 1.3 Application Value .............................................................................................................................. 13 Chapter II Application Role ............................................................................................................................. 16 2.1 Sales Mgmt .................................................................................................................................................. 17 2.2 Sales Personnel ............................................................................................................................................ 17 2.2.1 Work Desktop ................................................................................................................................... 17 2.2.2 My Performance ............................................................................................................................... 18 2.3 Sales Director .............................................................................................................................................. 18 2.3.1 Work Desktop ................................................................................................................................... 18 2.3.2 Sales Overview ................................................................................................................................. 19 Chapter III Application Map ............................................................................................................................ 19 Chapter IV Application Scenarios .................................................................................................................... 22 4.1 Receive Request Sales ................................................................................................................................. 22 4.1.1 Sales by Quotation or Contract ......................................................................................................... 22 4.1.2 Lending Transfer to Sales ................................................................................................................. 29 4.1.3 Customized Sales (Not Lightweight) ................................................................................................ 32 4.2 Sales Replenishment .................................................................................................................................... 39 4.2.1 Business Description ........................................................................................................................ 39 4.2.2 Business Process ............................................................................................................................... 39 4.2.3 Application Nodes List ..................................................................................................................... 39 4.2.4 Application Solution ......................................................................................................................... 40 4.3 Sales Shipment Scheduling .......................................................................................................................... 41 4.3.1 Drop Shipment Scheduling ............................................................................................................... 41 4.3.2 Sales Shipment and Scheduling ........................................................................................................ 48 4.4 Sales Invoicing and Settlement .................................................................................................................... 52 4.4.1 Business Description ........................................................................................................................ 52 4.4.2 Business Process ............................................................................................................................... 53 4.4.3 Application Nodes List ..................................................................................................................... 54 4.4.4 Application Solution ......................................................................................................................... 54 4.5 Interconnection with the Golden Tax System .............................................................................................. 60 4.5.1 Business Description ........................................................................................................................ 60 4.5.2 Business Process ............................................................................................................................... 60 4.5.3 Application Nodes List ..................................................................................................................... 60 4.5.4 Application Solution ......................................................................................................................... 60 4.6 Marketing Expense Processing (Partial Lightweight) ................................................................................. 63 4.6.1 Business Description ........................................................................................................................ 63 用友网络科技股份有限公司 3 4.6.2 Business Process ............................................................................................................................... 64 4.6.3 Application Nodes List ..................................................................................................................... 65 4.6.4 Use Solution ..................................................................................................................................... 66 4.7 Sales Contract .............................................................................................................................................. 73 4.7.1 Sales Contracts Generated from Sales Quotation ............................................................................. 74 4.7.2 Project Sales Contract ....................................................................................................................... 76 4.7.3 Non-project Sales Contract ............................................................................................................... 78 4.7.4 Implementation and Feedback of Sales Contract .............................................................................. 80 4.8 Issue or Invoice Account Opening ............................................................................................................... 81 4.8.1 Business Description ........................................................................................................................ 81 4.8.2 Business Flow ................................................................................................................................... 82 4.8.3 Application Nodes List ..................................................................................................................... 83 4.8.4 Application Solutions ........................................................................................................................ 83 4.9 Goods In-transit Processing ......................................................................................................................... 90 4.9.1 Business Description ........................................................................................................................ 90 4.9.2 Business Process ............................................................................................................................... 90 4.9.3 Application Nodes List ..................................................................................................................... 91 4.9.4 Application Solution ......................................................................................................................... 91 4.10 Sales Transportation (Not Lightweight) .................................................................................................... 93 4.10.1 Business Description ...................................................................................................................... 93 4.10.2 Business Process ............................................................................................................................. 94 4.10.3 Application Nodes List ................................................................................................................... 94 4.10.4 Application Solutions ...................................................................................................................... 95 4.11 Free Goods Sales ....................................................................................................................................... 97 4.11.1 Business Description ....................................................................................................................... 97 4.11.2 Business Process ............................................................................................................................. 97 4.11.3 Application Nodes List ................................................................................................................... 97 4.11.4 Application Solutions ...................................................................................................................... 98 4.12 Sales Inquiry ............................................................................................................................................ 105 4.12.1 Unlimited Promotion RFQ - Common Sales RFQ ....................................................................... 105 4.12.2 Limited Promotion RFQ ............................................................................................................... 109 4.13 Cash Sale ................................................................................................................................................. 113 4.13.1 Business Description .................................................................................................................... 113 4.13.2 Business Process ........................................................................................................................... 113 4.13.3 Application Nodes List ................................................................................................................. 114 4.13.4 Application Solution ..................................................................................................................... 114 4.14 Credit Sale - Installment Collection ......................................................................................................... 118 4.14.1 Business Description .................................................................................................................... 118 4.14.2 Business Process ........................................................................................................................... 119 4.14.3 Application Nodes List ................................................................
