1, CRM service management:

A) Add service and maintenance information to the customer file.

B) Increase service product records, service process tracking and service history maintenance (including item management).

C) Service request process: troubleshooting-preliminary treatment-dispatch.

D) service process management:

Spare parts evaluation-"Maintenance-"Delivery of spare parts-"Cost (not settled financially)-"Return visit.

2. Supply chain outsourcing, quality management, inventory and import and export management:

(1) Improving the ease of outsourcing, including copying subcontracting orders, generating subcontracting invoices by referencing receipt documents, and manually entering and copying subcontracting invoices. The functions of outsourcing are perfect, including: ATO outsourcing, outsourcing participation cost convolution (86 1/870), batch write-off and estimated receipt balance table, outsourcing order shortage analysis, outsourcing processing receiving and dispatching list (material account and supplier account respectively).

(2) Quality management process: improve on-site inspection: support batch inspection, select a certain quantity, regardless of cycle inspection, etc. In terms of quality operation, you can add a self-defined inspection sample word code table and sampling standards, and calculate the number of sampling samples according to the indicators.

(3) Improvement of payment agreement

A collection/payment agreement settings and payment terms: the collection/payment agreement is not directly related to the existing payment terms, but maintained separately. The credit days in the payment terms are set to cash discount days.

B. Credit limit and credit term: credit limit control, that is, credit limit occupation occurs when actual document business occurs, and credit limit control is not carried out according to accounting rules; During the credit period, according to the closing rules, confirm that the payment/receipt agreement of each calculation document is controlled after the account opening date+deviation days, and participate in the credit period calculation.

(4) Price management improvement: pricing and quotation process: A Add inventory price and customer+inventory price according to batch and validity period. Record the history of price setting and adjustment. C can approve the price. Price field adjustment and price adjustment table

(5) Export management: credit control, commission management, credit settlement, deduction of income from export invoice fees, and direct calculation of payable and export fees.

3. Financial cost management and accounts receivable and payable management:

(1) a. query of general ledger and subsidiary ledger by year is supported. B. Support automatic splitting of cash flow in vouchers by template. Personal credit limit setting for online reimbursement. D, A/R, A/P, collection aging analysis, arrears analysis and collection forecast, for example, the analysis object can be contract type, contract, order and project; Contains invoices that have been issued (received) from the warehouse; Support analysis by account opening date and due date.

(2) Cost accounting improvement: A. Integration of cost accounting and inventory accounting. B, multi-layer BOM automatic convolution. C cost objects support inventory, materials, generated orders and operations. Support by-product accounting. E. Support for cost reduction