Micro-collaboration1909 Release Notes - Full Version A Digital Platform for Large-scale EnterprisesCopyrightNo part of this Release Notes may be reproduced, copied, translated, or excerpted, in whole or in part, for any purpose without the prior written consent of Yonyou Network Technology Co., Ltd. The information contained in this Release Notes is subject to change without notice. The content of this Doc does not constitute any commitment by Yonyou Network Technology Co., Ltd. 2 A Digital Platform for Large-scale EnterprisesContentsCopyright................................................................................................................................................................. .2Chapter 1Overview...........................................................................................................................................4Chapter 2Product Architecture........................................................................................................................5Chapter 3Product Features.............................................................................................................................83.1Purchase Micro-collaboration......................................................................................................... .83.2Sales Micro-collaboration.................................................................................................................83.3Salesperson Micro-collaboration.....................................................................................................93.4Customer Ordering..........................................................................................................................103.5Salesperson Ordering.....................................................................................................................10Chapter 4Product Range...............................................................................................................................11Chapter 5Primary Functions of the Product................................................................................................125.1Purchase Micro-collaboration....................................................................................................... .125.1.1Notice....................................................................................................................................... .125.2Sales Micro-collaboration...............................................................................................................145.2.1Notice....................................................................................................................................... .145.2.2Business Operation.................................................................................................................155.3Salesperson Micro-collaboration...................................................................................................155.3.1Order Center........................................................................................................................... .155.3.2Info Query.................................................................................................................................155.3.3Transportation Receipt............................................................................................................165.4Customer Ordering..........................................................................................................................175.5Salesperson Ordering.....................................................................................................................17Chapter 6Special Notes.................................................................................................................................186.1Sales Micro-collaboration/Customer Ordering........................................................................... .186.2Salesperson Micro-collaboration/Salesperson Ordering.......................................................... .183 A Digital Platform for Large-scale EnterprisesChapter 1 Overview1. Built based on the WeChat Work platform, Purchase Micro-collaboration is designed to serve as the purchase collaboration system connecting core enterprises with suppliers. By simply following the enterprise accounts in WeChat Work, suppliers can receive the messages sent by the enterprises in real-time, such as bidding processes, purchase orders and purchase contracts, and they can also open the corresponding interaction UIs in WeChat to perform operations such as registration, confirmation and quotation (e-Procurement must be installed); in the purchase execution phases, such as purchase order approval, arrivals Doc approval, inventory purchased goods receipt and purchase invoice receipt, enterprises can send messages to suppliers. This App integrates the mobile social attributes with e-commerce, and meets the requirements of core enterprises and suppliers to communicate anytime and anywhere through WeChat.2. Micro-sales provides the message reminder function throughout the entire sales process, which enables enterprises to send messages to customers in the following phases to remind them to prepare for goods receipt and payment in time: sales contract validation, order approval, shipping Doc approval, signing of inventory sales goods issue Doc, sales invoice approval, etc. Meanwhile, Sales micro-collaboration also provides customers with convenient information query functions, such as customer wealth query, order query and query of orders pending sign-in, and supports signing in directly via WeChat.3. Salesperson Micro-collaboration (Alpha version) provides salespersons with convenient WeChat query functions, enabling them to query orders and follow-up business execution, work remotely, and process and track sales timely. It also supports scanning the QR codes on sales goods issue Docs via WeChat, so that salespersons can easily query the Info in the future.4. The customer ordering App enables customers to place orders directly. When orders are placed via the mobile App, sales orders will be automatically generated in NC Cloud.5. The salesperson ordering App enables Salespersons to place orders for customers directly. When orders are placed via the mobile App, sales orders will be automatically generated in NC Cloud. 4 A Digital Platform for Large-scale EnterprisesChapter 2 Product Architecture1.Purchase Micro-collaboration Product Architecture2.Sales Micro-collaboration Product Architecture3.Salesperson Micro-collaboration Product Architecture5 A Digital Platform for Large-scale Enterprises4.Customer Ordering Product Architecture5.Salesperson Ordering Product Architecture 6 A Digital Platform for Large-scale EnterprisesChapter 3 Product Features3.1 Purchase Micro-collaborationWeChat messages can be sent to supplier contacts in all the enterprise purchase process phases, including publishing bid invitation post, quoting, bid opening, bid awarding, and signing purchase contract. Order, arrival, receipt, and invoice Info can also be sent.1. Supports registering for bid in WeChat.2. Supports submitting quotes in WeChat.3. Supports confirming bid opening Info in WeChat.4. Supports confirming bid winning Info in WeChat.5. Supports sending WeChat messages to supplier contacts in the other phases of purchase bid invitation & bid.6. Multi-group applications are not supported now, that is, the supplier files are of global level.7. Supports the simple RFQ/quotation process.3.2 Sales Micro-collaborationUser-defined message templates will be called and WeChat messages will be pushed to supplier contacts in all the sales management process phases, including sales contract validating and invalidating, sales order approval and approval revoking, shipping Doc approval and approval revoking, inventory sales goods issue Doc saving and signing, sales invoice approval and approval revoking, and collection Doc approval and approval revoking.Supports customers viewing their wealthCustomers can view their credit limit, credit balance and A/P Amt in WeChat.Supports viewing Doc InfoCustomers can view their order Info, such as order No., Amt including tax, material details, cumulative issue Qty and invoiced Qty.7 A Digital Platform for Large-scale EnterprisesSupports sign-in processingCustomers can view the recent orders to sign in and enter the sign-in Qty in WeChat. In the NC Cloud system, intransit loss sign-in Docs will be pushed directly in the background according to the sign-in Info of customers.3.3 Salesperson Micro-collaborationSalesperson Micro-collaboration (Alpha version) provides salespersons with convenient WeChat ordering and order query functions, enabling them to query Info such as stock, credit, invoicing and collection, work remotely, and process and track sales timely. It also supports scanning the QR codes on sales goods issue Docs via WeChat, so that salespersons can easily query the Info in the future.Supports viewing sales ordersSalespersons can view their sales orders by status and cancel the sales orders in Saved status in WeChat.Supports viewing customer creditSalespersons can view the credit limit, credit balance and A/P Amt of customers in WeChat.Supports viewing stock InfoSalespersons can view the material stock Info of their Orgs by material code and warehouse code, such as material name, specification, model, warehouse name and stock on hand.Supports viewing invoicing InfoSalespersons can query the invoiceable Info of the sales orders signed this month in real-time in WeChat, including customer name, product name, specification, model and invoiceable Qty.Supports viewing collection InfoSalespersons can query the collection Info this month in real-time via WeChat, including the confirmed cumulative sales Amt in invoices and collection Amt.Supports uploading transportation receiptsIn the sales goods delivery scenario, the delivery Docs signed in by customers should be archived for future reference. Salespersons can scan the QR codes in the delivery Docs via WeChat, take photos of the delivery Docs, and upload them as attachments of sales goods issue Docs.3.4 Customer OrderingSupports customers placing orders in WeChatCustomers can place orders in real-time in WeChat. They only need to maintain the following Info items 8 A Digital Platform for Large-scale Enterprisesso as to place orders quickly: sales Org, receiving date, material and Qty. After confirming the Info, sales orders in Saved status will be generated in NC Cloud.3.5 Salesperson OrderingSupports salespersons placing orders for customers in WeChat1.Salespersons can implement quick ordering in WeChat. When the order Info is submitted, sales orders in Saved status will be generated in NC Cloud.9 A Digital Platform for Large-scale EnterprisesChapter 4 Product RangeProduct FieldAppletMicro-collaborationPurchase Micro-collaborationSales Micro-collaborationSalesperson Micro-collaborationCustomer OrderingSalesperson Ordering 10 A Digital Platform for Large-scale EnterprisesChapter 5 Primary Functions of the Product5.1 Purchase Micro-collaboration5.1.1 Notice1.Publish Invitation Post phase - after publishing/un-publishing/rollback: push WeChat messages to supplier contacts; when the suppliers see the bid invitation posts, they can determine whether to participate in the bids.2.Publish Purchase File phase - after publishing/un-publishing/rollback: push WeChat messages to supplier contacts; when the suppliers see the quotation Info, they can submit quotes.3.Publish & Answer phase - after publishing/un-publishing/rollback: push WeChat messages to supplier contacts; when the suppliers see the bid Info, they can submit quotes.4.Bid Opening phase - after publishing/un-publishing/rollback: push WeChat messages to supplier contacts to inform them of bid opening time, bid explanation order, etc.5.Online Bidding Profile phase - submit profile: push WeChat messages to supplier contacts to inform them to confirm the configuration descr...
