CN114782118A - Method and system for editing and transmitting sales information of ERP software - Google Patents

Abstract

The invention discloses a method and a system for editing and transmitting sales information of ERP software, wherein the method for supplying goods and checking accounts comprises the steps of firstly ordering and then transmitting an access path, or firstly transmitting the access path and then ordering; billing refers to billing by a seller (the seller is a party providing services or products, such as a supplier or a service provider, also called a seller); the order opening steps are as follows: a seller edits a sales slip on an interface of ERP software; the transmission access path means that the seller transmits the storage path of the sales order to the payer (buyer or buyer); the purchaser accesses the server through the access path to obtain a sales order. The method and the system for editing and transmitting the sales information of the ERP software are easy to implement, can greatly improve the billing and reconciliation efficiency, and avoid data loss.

Description

Method and system for editing and transmitting sales information of ERP software

Technical Field

The invention particularly relates to a method and a system for editing and transmitting sales information of ERP software.

Background

The existing account between a supplier and a factory (a receiver) is manually booked, and manual account checking is adopted, so that the problems of low efficiency and account loss exist, and therefore, a new method and a new system for editing and transmitting the sales information of the ERP software need to be designed.

Disclosure of Invention

The technical problem to be solved by the invention is to provide a method and a system for editing and transmitting the sales information of the ERP software, wherein the method and the system for editing and transmitting the sales information of the ERP software are easy to implement, can greatly improve the reconciliation efficiency, and avoid data loss. .

The technical scheme of the invention is as follows:

a method (also called goods supply and account checking system and method) used for the sales information editing and transmitting of ERP software is characterized in that the order is opened first and then the access path is transmitted, or the access path is transmitted first and then the order is opened;

firstly, ordering and then transmitting an access path, which is a general flow, but the method can also be a post method, namely, firstly transmitting the access path and then ordering refers to firstly setting a space for storing a sales order for a payer, and the payer regularly or actively accesses the space and can inquire whether the space has the sales order, which is also possible;

the billing means billing of a seller (the seller is a party providing services or products, such as a supplier or a service provider, also called a seller); the order opening steps are as follows: a seller edits a sales order on an interface of ERP software, wherein the sales order is supply information, and the step is called order opening; sales order includes material name, quantity (including units) and price; the price is the unit price of the material or the total price of the batch of goods (material or finished product); the system can further comprise specifications such as large, medium and small codes, and the sales order also comprises information of a seller and a receiver; uploading the sales order to a server and storing, and indicating success of order opening after the step;

the transmission access path means that the seller transmits the storage path of the sales order to the payer (buyer or buyer);

the purchaser accesses the server through the access path to obtain a sales order.

The transmission access path also transmits the order number. Reading all the sales orders without the sales orders, and manually selecting one of the sales orders. If the order number exists, all the sales orders which are not signed are not required to be read, and a specific sales order is directly positioned.

The access path is a server address, i.e., an IP address.

The access path also specifically points to one of a plurality of databases in the server.

The server is a cloud server.

The method comprises the following specific steps:

step 1: ordering by a supplier:

a supplier edits supply information on a terminal, namely opening a bill;

the supply information comprises the name, the quantity (including units) and the price of the material; the price is the unit price of the material or the total price of the batch of the material; may further include specifications such as large, medium, and small codes;

the goods supply information also comprises information of a goods supplier and a goods receiver; uploading the goods supply information to a server and storing the goods supply information in the server;

and 2, step: generating a two-dimensional code based on the goods supply information, wherein the two-dimensional code is associated with the billing information;

forming a two-dimensional code based on the name of a supplier, the information of the supply information or the related information of the order id code, the information of a manufacturer code and the like, password information or ip to be displayed on a screen of the terminal, wherein the two-dimensional code can be associated with the current order;

or the two-dimensional code is printed on a paper page for display;

and 3, step 3: checking the code of the goods receiving party;

after scanning the two-dimensional code, the authorized representative of the goods receiver uploads confirmation information to a cloud backup;

after the receiving party confirms, confirming a goods supply record in a database of the cloud server, wherein the goods supply record comprises the goods supply information, the receiving party information and the goods supply time information;

the method can also comprise the following steps: (step 4 may not be included)

And 4, step 4: reading the account checking record according to a preset condition, and displaying the account checking record on the terminal equipment;

the preset condition is a query condition submitted by a user on the terminal through the input/output interface

Before the consignee confirms, the method for previewing the information comprises the following steps:

method 1, a seller previews supply information;

the method 2 comprises the following steps: the receiver previews the supply information;

the method 3 comprises the following steps: both parties can preview supply information;

displaying the two-dimensional code on a seller terminal;

the confirmation can be confirmation after passing the verification on the screen, and the verification can be password verification, face identification verification, fingerprint verification, mobile phone short message dynamic code verification, or payment-to-minute verification (verification of paying money), and the like;

confirmation may also be direct code scanning, i.e. verification at the same time;

WeChat or pay precious etc. have through scanning the function that the information uploaded to the server of sign indicating number two-dimensional code.

When a certain buyer has a new sales order, the ERP software reminds the buyer through a short message, a micro-signal, a qq number or an email, wherein a mobile phone number, a micro-signal, a qq number and an email mailbox corresponding to the short message are reserved when the buyer registers.

A sales information editing and transmitting system for ERP software comprises a server and an access terminal, and the sales order is opened and transmitted by adopting the sales information editing and transmitting method.

The access terminal is a PC or a smart phone.

By adopting the block chain technology, the method has the characteristics of decentralization, tamper resistance and future reference;

recording information based on block chain technology uplink; a plurality of suppliers, a plurality of receivers and a plurality of platforms are used as blockchain nodes.

To make the data tamper resistant, the data is verified using the md5 code.

Inventory management for suppliers

After the goods receiving side finishes editing the goods supply information or confirms the goods supply information, the goods supplier side updates the stock (and subtracts the quantity of the goods supplied in the batch from the stock).

Historical payable payment data initiates entry and both parties confirm

A seller or a receiver initiates a historical goods payment due initialization request, and data initialization is carried out in a mode of confirmation of the seller or the receiver;

or: supplementary recording of history record

Supplementing and recording historical unsettled goods supply records into a database of a cloud server, and confirming by both sides; the seller or the consignee initiates the additional recording of the goods supply information and records the additional recording in a mode of confirmation by the other party; adding supply time in supply information during additional recording;

the payment information of the receiver is registered, and the other party confirms; in the confirmation process, the seller needs to be verified;

the seller receives the mail, the short message of the mobile phone, the Wechat, the qq or the confirmation in the dialog box of the Payment device through scanning the two-dimensional code (the payer edits the payment information to form the two-dimensional code and scans and confirms by the payee); the mail, the WeChat, the qq, the Paibao and the mobile phone short message are all the mails, the WeChat, the qq, the Paibao and the mobile phone numbers which are registered during registration or initialization; if at initialization, the method for receiving the confirmation information is clear; after payment confirmation, the confirmation information is uploaded to the server.

And (4) settlement of the payment:

settling after payment, and calculating the current arrears; in each record, when the order is opened, the current arrearage is displayed. The time is typically accurate to a certain time of day a certain minute a certain second. Or further display, the most recent payment time and amount;

(1) the transaction is guaranteed to be carried out by the guaranty,

the quality of the goods and payment is guaranteed by the platform side.

(2) Credit rating

Recording and counting whether the payment of the goods receiver is paid in time or not, and reducing the credit if the bad record exceeds a preset standard; for example, a high rate of defective records, or a large number of violations within the last month

The receiver pays, or the receiver confirms the information of the goods, or the seller confirms the payment to the account, and takes a photo or a video as evidence (takes an image of the material or an image of the receiver or a receiver confirmer);

preferably, the photos or videos are uploaded to another cloud server; i.e. records and evidence are stored separately to avoid impact on database operation.

Electronic contract, payment due:

when the order is opened, the payment time is confirmed according to the conditions; such as a monthly statement, or how many outstanding debt checks are exceeded.

The verification method comprises the following steps: and operating and verifying the face, the fingerprint, the short message dynamic code and paying a money.

In combination with erp system order inventory management: and establishing a corresponding relation between the specific materials and the order.

The confirmation page after the factory scans the two-dimensional code for goods supply comprises a page button, which is used for inquiring debt and detail requisition after the last payment after clicking; or debt or requisition detail inquired according to specified conditions. Such as queries, records within a month or half a month.

Invitation information generation

The seller generates a purchase requisition, selects materials, inputs quantity, selects or judges and imports a receiving address (the judgment refers to determining a corresponding address according to different operators), a contact person and receiving time;

selecting:

reading the name of the material from a database or locally;

searching materials meeting the conditions in the interface, or checking the material category and name in a pull-down menu;

automatic cut character classification

Taking 2 or 3 initial characters as the classification key words. Then the cutting is carried out according to a certain rule. And generating a button, and pressing the button to search. The software interface is provided with a function button for exporting legal documents or requesting legal assistance.

The seller makes a delivery order, the delivery order is sent to the delivery person, the delivery person (worker) previews the delivery order on the mobile phone end, or the delivery person prints the delivery order and delivers the goods according to the address and time on the delivery order.

Further, planning a delivery path; in the case where the delivery person has a plurality of delivery notes, the delivery notes are sorted according to the distance between the delivery address and the delivery location. The distance is not necessarily a straight line distance but a true path distance.

When goods are delivered and the receiver confirms (namely when the delivery person shows the two-dimensional code, the camera is automatically opened to obtain the image of the code scanning person or goods)

A supply and account checking system comprises a cloud server, a seller terminal and a receiver terminal; the seller terminal and the receiver terminal are both in communication connection with the cloud server;

the goods receiving side terminal has a two-dimensional code scanning function and a function of uploading confirmation information to the cloud server;

the supply and receipt reconciliation method is adopted to realize the payment reconciliation of the seller and the receiver.

A cloud server for supply and account checking can store supply information and receive access of a seller terminal or a receiver terminal, and supports the adoption of the supply and account checking method to realize the balance checking of the seller and the receiver.

A seller terminal for supply and reconciliation is characterized by being used for editing supply information to form a two-dimensional code;

the terminal supports the adoption of the supply reconciliation method to realize the reconciliation of the payment of the seller and the consignee.

A goods receiving and delivery side terminal for supplying and checking accounts is characterized by being used for scanning a two-dimensional code to confirm supply information;

the terminal supports the adoption of the supply reconciliation method to realize the reconciliation of the payment of the seller and the consignee.

The method for informing the consignee of the billing information comprises the following steps that after a seller bills, the consignee is informed by the following method:

the method comprises the following steps: displaying the two-dimension code to a goods receiver;

the method 2 comprises the following steps: the billing information is directly pushed to a goods receiver through the APP (to WeChat, Paibao, QQ or mail, or an APP interface and the like);

the method 3 comprises the following steps: the billing information is pushed to a cloud server, the cloud server reminds a receiver to check the billing information, and the billing information is displayed on WeChat, Payment treasure, QQ or mail, or APP interface and the like;

the method 4 comprises the following steps: the billing information is pushed to a cloud server, a goods receiver reads the newly-billed information at regular time (such as every minute) through an APP, and clicks to acquire and browse the billing after the new information exists;

and adding a payment function for the condition of current payment. The payment method of the consignee comprises the following steps:

when browsing the order information, the consignee has a payment interface (such as a payment button) on the browsing interface; the consignee can pay the bill through the payment interface; such as payment through a pay bank, WeChat, or internet banking.

The order information is converted into an electronic contract, the seller and the receiver adopt handwritten signatures (screen signatures, and if necessary, images of the signatures are recorded by a mobile phone camera), and after the electronic contract is signed, a server copy is reserved, and a server copy is reserved at the seller and the receiver.

Before a seller triggers and displays the two-dimensional code, the seller shoots or records the picture of the goods, the picture or the video is stored in the cloud platform, the record of the bill is correspondingly stored with the address of the picture or the video, after the seller scans the code, the information of the goods on the bill can be read through an interface, and the picture or the video of the goods is read through a page button.

And (3) payment process:

the payer edits a bill of payment, for example, the first 5 of 10 unpaid payments are selected to be paid, the debt is 10 thousands, and only 5 thousands are paid at present;

the payer transmits the payment bill to the payee;

the transmission method comprises the following steps:

the method comprises the following steps: displaying the two-dimension code to a payee;

the method 2 comprises the following steps: pushing the payment bill to the payee directly through the APP (to WeChat, Payment treasures, QQ or mail, or APP interface, etc.);

the method 3 comprises the following steps: pushing the payment bill to a cloud server, and reminding a payee to check the payment bill information by the cloud server, wherein the payment bill information is displayed on WeChat, Paibao, QQ or mail, or APP interface and the like;

the method 4 comprises the following steps: the information of the bill is pushed to a cloud server, a payee reads the information of a new bill at regular time (such as every minute) through an APP, and clicks to acquire and browse the information of the bill after the new information exists;

and a payment confirmation function is added. The method for confirming the payment bill by the payee comprises the following steps:

when the payee browses the information of the payment order, a confirmation button is arranged on a browsing interface; the payee can confirm the bill of payment through confirmation;

and after the payer receives the confirmation, paying. Such as payment through a pay bank, WeChat, or internet banking.

Form the two-dimensional code and scan the sign indicating number for the payee and confirm, or pass through the APP with the bill of payment by APP, pay precious, believe a little, the payee is informed such as mail.

A supply reconciliation method (namely a method for editing and transmitting sales information of ERP software) comprises the following steps:

step 1: the seller makes a bill:

the seller edits the supply information on the terminal, namely opens the order.

The supply information comprises the name, the quantity (including units) and the price of the material; the price is the unit price of the material or the total price of the batch of the material; further comprising specifications such as large, medium and small codes;

the goods supply information also comprises seller and receiver information; uploading the goods supply information to a server and storing the goods supply information in the server;

the supply information corresponds to a unique supply number, and the supply number is generated at the seller or generated at the server and transmitted back to the seller;

and 2, step: generating a supply bill;

displaying supply information and a supply number on the supply list;

the supply order number is displayed by at least one of character strings, bar codes and two-dimensional codes; the display screen can be any one, any two or three, such as a bar code and a character string;

or the delivery list is printed on a paper page for display;

and step 3: confirming a receiver;

after the authorization representative of the goods receiver scans the goods supply list or directly inputs the character string in the transaction interface, the goods supply information corresponding to the goods supply list is read from the server and confirmed; the confirmation information is uploaded to a server and stored;

the following steps can also be reported: (step 4 may not be included)

And 4, step 4: reading the account checking record according to a preset condition, and displaying the account checking record on the terminal equipment;

the preset conditions are inquiry conditions submitted by a user on the terminal through an input and output interface, such as inquiring a supply order record for payment, inquiring the earliest 10 records, and the like.

And make statistics of the outstanding items in the displayed records.

Has the advantages that:

the method and the system for editing and transmitting the sales information of the ERP software are easy to implement, can greatly improve the reconciliation efficiency, and avoid data loss.

Drawings

FIG. 1 is a schematic diagram of a software main interface;

FIG. 2 is an open flow diagram;

FIG. 3 is a schematic view of a delivery order (i.e., sales order);

FIG. 4 is a screenshot of a sales order for a non-endorsed order viewed by a seller;

FIG. 5 is a schematic view of a sales order.

FIG. 6 is a schematic diagram of a purchase order, which may be made by a password, video, photo, etc. And confirming the sales order.

FIG. 7 is a preview interface of a signed order.

Fig. 8 is a schematic view of a delivery order.

FIG. 9 is a schematic diagram of a seller-side invoice preview;

FIG. 10 is a schematic diagram of an accounts payable (arrears) report;

FIG. 11 is a schematic diagram of shipment detail query;

FIG. 12 is a schematic view of a payment history preview interface;

FIG. 13 is a schematic diagram of single interface selection, input, or addition of materials;

FIG. 14 is a diagram illustrating the seller's unit price for editing quantity when the order is opened;

FIG. 15 is a schematic view of a seller billing preview;

FIG. 16 is a diagram of a consignee preview and confirmation interface.

Detailed Description

In order to facilitate an understanding of the invention, the invention will be described more fully and in detail below with reference to the accompanying drawings and preferred embodiments, but the scope of the invention is not limited to the following specific embodiments.

Unless otherwise defined, all terms of art used hereinafter have the same meaning as commonly understood by one of ordinary skill in the art. The terminology used herein is for the purpose of describing particular embodiments only and is not intended to limit the scope of the present invention.

Example 1:

further illustrated in connection with the associated drawings:

FIG. 1 is a schematic diagram of a software main interface;

FIG. 2 is an open flow diagram; (click on the opening order on the main interface, pop out the materials information List dialog box, select specific items in the dialog box, click out the warehouse opening order, activate the customer List dialog box, select specific customers (buyers) in the customer List dialog box, determine sales parameters such as price and quantity etc.)

FIG. 3 is a schematic view of a delivery order (i.e., sales order);

FIG. 4 is a screenshot of an endorsed sales order as viewed by a seller;

the screenshot of the sale order of the non-sign-off order viewed by the seller is composed of 3 parts, wherein the first part is a database access path, the middle part is a buyer name, and the third part is an order number.

FIG. 5 is a schematic view of a sales order.

FIG. 6 is a schematic diagram of a purchase order, which may be made by a password, video, photo, etc. And confirming the sales order.

FIG. 7 is a preview interface for a signed sheet.

FIG. 8 is a schematic view of a delivery order; in the delivery bill, have the two-dimensional code, can be according to the APP procedure after the scanning two-dimensional code, or direct access sales order.

The invention has been actually realized and verified in software, and the screenshots in the attached figures are all screenshots of an actual software interface, so that the invention is explained.

Claims (9)

1. A method (also called goods supply and account checking system and method) for editing and transmitting sales information of ERP software is characterized in that an order is firstly made and then an access path is transmitted, or the access path is transmitted and then the order is made;

the billing means billing of a seller (the seller is a party providing services or products, such as a supplier or a service provider, also called a seller); the order opening steps are as follows: a seller edits a sales slip on an interface of ERP software; sales order includes material name, quantity (including units) and price; the price is the unit price of the material or the total price of the batch of goods (material or finished product); the sales order also comprises information of a seller and a receiver; uploading the sales order to a server and storing the sales order;

the transmission access path means that the seller transmits the storage path of the sales order to the payer;

the purchaser accesses the server through the access path to obtain a sales order.

2. The method for sales information editing and transmission of ERP software according to claim 1, wherein the transmission access path is also an order number.

3. The method for editing and transmitting the sales information of the ERP software according to claim 1, wherein the access path is a server address.

4. The method for sales information editing and transmission of ERP software of claim 3, wherein the access path further points to one of the plurality of databases in the server.

5. The method for editing and transmitting the sales information of the ERP software according to claim 1, wherein the server is a cloud server.

6. The method for editing and transmitting the sales information of the ERP software according to claim 1, wherein the steps are as follows:

step 1: ordering by a supplier:

the supplier edits the supply information on the terminal

The supply information comprises the name, the quantity (including units) and the price of the material; the price is the unit price of the material or the total price of the batch of the material;

the goods supply information also comprises information of a goods supplier and a goods receiver; uploading the goods supply information to a server and storing the goods supply information in the server;

step 2: generating a two-dimensional code based on goods supply information, wherein the two-dimensional code is associated with the billing information;

forming a two-dimensional code based on the name of a supplier, the information of the supplier or the related information of the order id code, the information of a manufacturer code and the like, password information or ip, and displaying the two-dimensional code on a screen of a terminal, wherein the two-dimensional code can be associated with the current order;

or the two-dimensional code is printed on a paper page for display;

and step 3: code scanning confirmation of a goods receiving party;

after scanning the two-dimensional code, the authorized representative of the goods receiver uploads confirmation information to a cloud backup;

after the receiving party confirms, confirming a goods supply record in a database of the cloud server, wherein the goods supply record comprises the goods supply information, the receiving party information and the goods supply time information;

the method can also comprise the following steps: (step 4 may not be included)

And 4, step 4: reading the account checking record according to a preset condition, and displaying the account checking record on the terminal equipment;

the preset condition is a query condition submitted by a user on the terminal through the input/output interface.

7. The method for editing and transmitting the sales information of the ERP software according to any one of claims 1 to 6, wherein when a new sales order exists for a buyer, the ERP software reminds the buyer through a short message, a WeChat, a qq or an email, and the mobile phone number, the WeChat, the qq number and the email mailbox corresponding to the short message are reserved when the buyer registers.

8. A sales information editing and transmitting system for ERP software, which is characterized by comprising a server and an access terminal, and adopting the method for editing and transmitting the sales information in any one of claims 1 to 7 to realize the opening and transmission of sales orders.

9. The sales information editing and transmitting system for ERP software according to claim 8, wherein the access terminal is a PC or a smartphone.

Images