U8+V16.0 进出口管理（高级版）产品操作手册文件类型： 产品操作手册 版 本 号： 编 写 人： 审阅日期： 文档控制更改记录审阅审阅人职务日期分发份数姓名部门及职务123456日期更改人版本号备注目 录第一章系统管理........................................................................................................................................... .81.1安装部署说明................................................................................................................................... .81.2登录系统管理................................................................................................................................... .81.3修改系统管理员密码..................................................................................................................... .101.4创建账套......................................................................................................................................... .121.5创建备份计划................................................................................................................................. .141.6账套备份/删除................................................................................................................................ .171.7账套还原......................................................................................................................................... .191.8导入基础数据................................................................................................................................. .211.9清除业务数据................................................................................................................................. .221.10FTP 连接设置................................................................................................................................. .24第二章客户端登录..................................................................................................................................... .27第三章通用基础功能说明......................................................................................................................... .333.1概述................................................................................................................................................. .333.2新建................................................................................................................................................. .343.3编辑................................................................................................................................................. .353.4复制................................................................................................................................................. .363.5删除................................................................................................................................................. .373.6转到回收站..................................................................................................................................... .373.7退出回收站..................................................................................................................................... .373.8打印................................................................................................................................................. .383.9排序................................................................................................................................................. .403.10导出................................................................................................................................................. .413.11筛选................................................................................................................................................. .423.12隐藏条件......................................................................................................................................... .453.13显示条件......................................................................................................................................... .463.14查询................................................................................................................................................. .463.15高级查询......................................................................................................................................... .473.16分页................................................................................................................................................. .473.17列表显示格式................................................................................................................................. .483.18右键查看进度管理......................................................................................................................... .493.19拖动字段调整显示顺序................................................................................................................. .503.20列表右键设置显示字段................................................................................................................. .513.21相关资料共享管理......................................................................................................................... .533.21.1常规......................................................................................................................................... .543.21.2共享与安全............................................................................................................................. .54第四章进出口档案及基础设置................................................................................................................. .584.1概述................................................................................................................................................. .584.2公司抬头......................................................................................................................................... .604.2.1基本信息................................................................................................................................. .614.2.2银行信息................................................................................................................................. .624.2.3公司 logo 与签章.................................................................................................................... .634.2.4相关资料................................................................................................................................. .654.3公司产品......................................................................................................................................... .654.3.1公司产品基本信息................................................................................................................. .674.3.2公司产品相关资料................................................................................................................. .684.3.3公司产品包装信息................................................................................................................. .684.3.4公司产品关务信息................................................................................................................. .694.3.5公司产品价格与成本............................................................................................................. .704.3.6公司产品编辑产品图片......................................................................................................... .704.3.7公司产品组合套件................................................................................................................. .714.3.8公司产品编辑供应商价格..................................................................................................... .714.3.9公司产品编辑相关客户成交记录......................................................................................... .724.4客户产品......................................................................................................................................... .734.4.1公司产品选择......................................................................................................................... .744.4.2客户信息选择......................................................................................................................... .754.4.3客户产品资料维护................................................................................................................. .754.5客户信息......................................................................................................................................... .754.5.1基本信息................................................................................................................................. .774.5.2相关产品................................................................................................................................. .784.5.3相关资料................................................................................................................................. .784.5.4审批信息................................................................................................................................. .784.5.5查看权限................................................................................................................................. .794.5.6相关邮件................................................................................................................................. .804.5.7联系人..................................................................................................................................... .814.5.8提单信息................................................................................................................................. .814.5.9银行信息................................................................................................................................. .824.5.10快递到付账号......................................................................................................................... .824.5.11指定货代................................................................................................................................. .834.6供应商产品..................................................................................................................................... .844.6.1基本信息................................................................................................................................. .854.6.2审核信息................................................................................................................................. .854.6.3商品信息................................................................................................................................. .864.7货代公司......................................................................................................................................... .864.8船公司............................................................................................................................................. .884.9快件公司......................................................................................................................................... .894.10HS 编码库....................................................................................................................................... .914.11自定义项设置................................................................................................................................. .914.12自定义字段..................................................................................................................................... .924.12.1描述......................................................................................................................................... .924.12.2操作步骤................................................................................................................................. .934.12.3按键功能说明......................................................................................................................... .944.12.4字段说明................................................................................................................................. .944.13字典库设计..................................................................................................................................... .954.13.1描述......................................................................................................................................... .954.13.2操作步骤................................................................................................................................. .954.13.3功能按键说明：..................................................................................................................... .984.13.4字段说明................................................................................................................................. .984.14字典库档案.......................................
