CN115759924A - Order matching and follow-up system and method thereof - Google Patents
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Abstract
The invention provides an order matching and follow-up system and an order matching and follow-up method. The order matching and follow-up system includes a storage device and a processor. The storage device stores a plurality of modules, and the plurality of modules comprise an order acquisition module, an inventory matching module, an order updating module and a pushing module. The processor is coupled to the storage device and executes the plurality of modules. The order acquisition module acquires an order information table according to the acquisition parameters. The inventory matching module matches the order information table with the inventory information to generate an order allocation table. The order updating module updates the order information table, and the pushing module generates an order summary information table according to the order information table. The order summary information table relates stock order information, shippable order information, at-risk order information, and shippable order information. The order matching and follow-up system and the order matching and follow-up method can effectively improve the order processing and order follow-up efficiency.
Description
Technical Field
The invention relates to an execution mode of order management and state follow-up, in particular to an order matching and follow-up system and a method thereof.
Background
With the refinement of production management and division of order manufacturing, when business personnel need to follow up and know whether a sales order belongs to a deliverable order, the business personnel need to confirm with multiple departments to obtain clear order status information. Meanwhile, when the number of orders is large, the salesperson must selectively follow up the order status, so that the order which is not selected and is not followed up by the salesperson may be at risk of not being delivered as scheduled. Therefore, how to improve the conventional method to avoid the excessive labor consumption and the failure in time is an important issue in the field.
Disclosure of Invention
The invention aims at an order matching and follow-up system and a method thereof, which can automatically acquire order data and automatically follow-up the order state through matching calculation, thereby effectively improving the order processing and order follow-up efficiency.
According to an embodiment of the present invention, an order matching and follow-up system of the present invention includes a storage device and a processor. The storage device stores a plurality of modules. The processor is coupled to the storage device and executes the plurality of modules. The plurality of modules include an order acquisition module, an inventory matching module, an order update module, and a push module. The order acquisition module acquires an order information table according to the acquisition parameters. The inventory matching module matches the order information table with the inventory information to generate an order allocation table. The order updating module updates the order information table, and the pushing module generates an order summary information table according to the order information table.
According to an embodiment of the invention, the order matching and follow-up method of the invention comprises the following steps: obtaining an order information table according to the acquisition parameters through an order acquisition module; matching the order information table with the stock information through a stock matching module to generate an order distribution table; updating an order information table through an order updating module; and generating an order summary information table related to the stock order information, the delivery order information, the at-risk order information and the delivery order information in advance according to the order information table through the pushing module.
Based on the above, the order matching and follow-up system and the method thereof of the present invention can automatically capture the order information table according to the acquisition parameters, and automatically perform batch calculation according to the data related to the order information table to generate the order summary information table according to the matching result.
In order to make the aforementioned and other features and advantages of the invention more comprehensible, embodiments accompanied with figures are described in detail below.
Drawings
FIG. 1 is a schematic diagram of an order matching and follow-up system of an embodiment of the present invention;
FIG. 2 is a flow diagram of an order matching and follow-up method of an embodiment of the present invention;
FIG. 3 is a schematic diagram of an implementation of an order matching and follow-up system according to an embodiment of the invention.
Description of the reference numerals
100: an order matching and follow-up system;
110: a processor;
120: a storage device;
121: an order acquisition module;
122: an inventory matching module;
123: an order updating module;
1231: an order sorting unit;
1232: an update unit;
124: a push module;
200: a terminal device;
300: a data center;
320: a database;
s210 to S240, S301 to S314.
Detailed Description
Reference will now be made in detail to exemplary embodiments of the invention, examples of which are illustrated in the accompanying drawings. Wherever possible, the same reference numbers are used in the drawings and the description to refer to the same or like parts.
FIG. 1 is a schematic diagram of an order matching and follow-up system of one embodiment of the present invention. Referring to FIG. 1, an order matching and follow-up system 100 includes a processor 110 and a storage device 120. The processor 110 is coupled to a storage device 120. The storage device 120 stores a plurality of modules, and the plurality of modules includes an order obtaining module 121, an inventory matching module 122, an order updating module 123, and a pushing module 124. In this embodiment, the order matching and follow-up system 100 may be, for example, disposed in a cloud server, so that a user can connect to and execute Business service (Business service) functions related to different Application Programming Interfaces (APIs) also disposed in the cloud server. The cloud server may be, for example, a Software as a Service (SaaS) server, and the application program interface corresponds to a Software as a Service application, but the present invention is not limited thereto. Alternatively, in one embodiment, the order matching and follow-up system 100 may be provided in an Enterprise Resource Planning (ERP) system operated by a local server within an Enterprise to provide related order management and matching functions (e.g., management services to generate a sales order information table, a sales order status table, a sales order table meeting shipment conditions, etc.) through different application program interfaces.
In the present embodiment, the Processor 110 may include, for example, a Central Processing Unit (CPU), or other Programmable general purpose or special purpose Microprocessor (Microprocessor), digital Signal Processor (DSP), application Specific Integrated Circuit (ASIC), programmable Logic Device (PLD), other similar Processing Circuits, or a combination thereof. The storage device 120 may include a Memory (Memory) and/or a database (database), wherein the Memory may be, for example, a Non-Volatile Memory (NVM). The storage module 120 may store relevant programs, modules, systems or algorithms for implementing the embodiments of the present invention, so as to be accessed and executed by the processor 110 to implement the relevant functions and operations described in the embodiments of the present invention. In the embodiment, the order obtaining module 121, the inventory matching module 122, the order updating module 123 and the pushing module 124 may be implemented by a program Language such as JSON (JavaScript Object notification), extensible Markup Language (XML), YAML, or the like, for example, but the invention is not limited thereto.
In the present embodiment, the user may execute the order matching and follow-up system 100, for example, through a personal computer device/terminal apparatus, and input the setting parameters and the update instruction to the order matching and follow-up system 100 to execute the corresponding order processing. The order matching and follow-up system 100 can automatically execute the order obtaining module 121, the inventory matching module 122, the order updating module 123 and the pushing module 124 according to the set parameters to automatically generate corresponding execution results (e.g. an order summary information table or an order information table). In this embodiment, the user may execute a (particular) application program interface and the order matching and follow-up system 100 may automatically create a calling model that includes another one or more application program interfaces (i.e., application program interface objects) because the application program interface processing logic of the application program interface is required to generate the execution result of the corresponding one or more output data based on one or more input data that is one or more output data of another one or more application program interfaces (i.e., application program interface objects). The order matching and follow-up system 100 may automatically execute another one or more application program interfaces (i.e., application program interface objects) in the calling model according to the corresponding calling order to automatically generate corresponding execution results (business data). On the other hand, the order matching and follow-up system 100 may implement the data processing and logic processing of the order acquisition module 121, the inventory matching module 122, the order update module 123, and the push module 124 through a processing logic application program interface.
FIG. 2 is a flow diagram of an order matching and follow-up method of an embodiment of the present invention. Referring to FIG. 1 and FIG. 2, the order matching and follow-up system 100 may perform the following steps S210-S240 to automatically generate corresponding execution results. In this embodiment, the user may input acquisition parameters to the order matching and follow-up system 100 to execute the order acquisition module 121. In step S210, the processor 110 obtains the order information table according to the obtaining parameter through the order obtaining module 121. In step S220, the processor 110 matches the order information table with the stock information through the stock matching module 122 to generate an order allocation table. In this embodiment, the order obtaining module 121 may perform a data request to the database according to the obtaining parameters (i.e. obtaining order rule and range setting) set by the user to obtain the order information table. The inventory matching module 122 may perform a match based on the order information table and corresponding suites of information (e.g., at least one of in-process data, in-transit data, and sales data) in the database/storage 120 to generate an order allocation table.
In step S230, the processor 110 may update the order information table through the order update module 123. In this embodiment, when the order status of the order allocation table has a gap, the updating module 123 updates the order status in the order information table according to the updating instruction. In this embodiment, the update command may be, for example, a coordination result of offline confirmation and coordination with the production department by a contractor (e.g., a production manager or a task manager). In step S240, the processor 110 may generate an order summary information table according to the order information table through the push module 124. In this embodiment, the pushing module 124 generates the order summary information table according to the updated order information table. That is, the pushing module 124 generates corresponding task cards from the orders that can be delivered/delivered as scheduled, and then presents the data to the executive (such as business personnel or sales personnel) for viewing in the form of task cards.
In this way, the order matching and follow-up system 100 and the method thereof of the present invention can automatically acquire/detect the sales order information in the database according to the acquisition parameters, and can perform matching according to the in-process, in-transit and sales data corresponding to the sales order information to automatically generate the order task card capable of delivering goods. Thus, the order matching and follow-up system 100 can overcome the defect that manual inquiry and coordination with each department one by one cannot be timely replied and confirmed, and simultaneously completely presents order data and states to the undertaking staff for confirmation in the form of task cards.
FIG. 3 is a schematic diagram of an implementation of an order matching and follow-up system according to an embodiment of the invention. Referring to fig. 1 and 3, the order update module 123 includes an order sorting unit 1231 and an update unit 1232. In step S301, the user sets a timing detection sales order parameter (i.e., acquisition parameter) by operating the terminal device 100. The timing detection sales order parameter can be, for example, a basic data setting, an order information setting for obtaining a delivery period range, a periodicity setting, and other setting parameters.
In step S302, the processor 110 enables the timing detection according to the timing detection sales order parameter. Thus, the processor 110 generates corresponding request data to the database 320, and receives corresponding return data from the database 320. That is, the obtaining parameters may include a sorting parameter and a period parameter, and the processor 110 executes the order obtaining module 121 to send the request data information to the database 320 of the data center 300 according to the period parameter. In one embodiment, the order obtaining module 121 may sort the order information table obtained from the database 320 according to the sorting parameter.
In another embodiment, the acquisition parameters further include an order information template. In this way, the order obtaining module 121 may generate the order information table according to the order information template from the received order data. In one embodiment, the order obtaining module 121 inputs order data into the order information template according to the setting in the order information template to generate an order information table conforming to the style of the order information template.
In step S303, the order acquisition module 121 inputs the order information table to the stock matching module 122. In step S304, the inventory matching module 122 performs inventory matching on the detected information (i.e., the data obtained in step S302) according to the order information table, generates a maintenance production and sales consensus item card, and pushes the maintenance production and sales consensus item card to the terminal device 200. The project card and the task card may be information such as notification information and processing instructions of the work assignment system/task management system, for example.
That is, the stock matching module 122 reads all the supply calculation parameters meeting the data rule set by the user according to the order information table for performing the subsequent data matching. Specifically, the inventory matching module 122 retrieves sales order data from the order information table. In one embodiment, the inventory matching module 122 obtains corresponding item number data according to the order information table. That is, the supply calculation parameters may include inventory data, in-process data, and in-transit data. Then, the inventory matching module 122 performs an allocation calculation according to the item number data to generate an allocation result. Also, the inventory matching module 122 updates the order information table and generates an order distribution table (e.g., maintaining the production and marketing consensus item cards) according to the distribution result. The item number data is related to attribute data, inventory data, and in-process order information for a plurality of item numbers, the allocation calculation is related to inventory allocation, in-process allocation, and in-transit allocation, and the order summary information table is related to in-stock order information, shippable order information, at-risk order information, and shippable order information.
For example, the inventory matching module 122 obtains the bill of materials information, warehouse information, item number attribute information, inventory information of the item number, in-process order information of the item number, and in-transit purchase order information of the item number from the database/database API in the data center 300 according to the data in the sales order. In this way, the inventory matching module 122 performs inventory allocation, distribution in preparation, and distribution in transit according to the order information table and the above data, and further writes the distribution result into the order information table according to the order number and generates an order distribution table (for example, a sales order distribution table, and pushes the distribution result to the terminal device 200 in the form of maintaining the production and sales common item card). In this way, the inventory matching module 122 performs inventory allocation on the data in the order information table, and writes the result back to the sales order information table (i.e., the order information table) and into the sales order allocation table (i.e., the order allocation table).
In steps S305 and S306, the processor 110 may output the order information table and the order allocation table written back by the inventory matching module 122 to the terminal device for a processing person (e.g., a manager or a service person) to view by maintaining the production and marketing consensus item card and the production and marketing consensus task card. In step S306, the order sorting unit 1231 may adjust the sorting of the order information table according to the display parameters and the order distribution table. In one embodiment, the display parameters may include a paging mechanism, and the order sorting unit 1231 may perform paging on the order distribution table and the order information table according to the paging mechanism, so as to present the order distribution table and the order information table according to the setting of the display parameters.
In step S307, the user inputs an update instruction made after viewing the maintenance production and marketing consensus project card and the production and marketing consensus task card into the update unit 1232 through the terminal device 200. Thus, after the manager or the clerk coordinates with the production unit or the stock supply unit offline, the manager updates the risky order status by issuing an update instruction. For example, when the order manager and the production unit are coordinated, the order manager updates the order state of the coordinated order state through the operating terminal device 200. In step S308, the updating unit 1232 updates the sales order information table (i.e., the order information table) according to the update instruction. In one embodiment, the update instruction is associated with an information state. For example, the updating unit 1232 may update the statuses of the orders in the order information table according to the updating instruction, so as to update the status of the orders that are at risk/unable to be shipped to the status of orders that are capable of being shipped. In this way, the order matching and follow-up system 100 can automatically generate order statuses of a plurality of order data through the inventory matching module 122 and the updating unit 1232, and confirm the order information (including the order details and the order statuses) to the manager through the terminal device 200, thereby improving the order processing efficiency and the user confidence.
In step S309, the processor 110 detects the updated sales order information table and inputs the updated sales order information table to the pushing module 124. In step S310, the pushing module 124 groups the order information tables according to different states according to the update instruction sent in step S307 and the order information table detected in step S309, so as to calculate the number of each state. And, the pushing module 124 groups according to the order status and pushes through the project card/task card manner. The order status group may include shippable orders, anomalous confirmed orders, and anomalous orders to confirm. In other words, the pushing module 124 obtains a summary information table including the status of each order and the order data of each status according to the update instruction and the order distribution table.
In step S311, the push module 124 outputs the execution restorable order item card/task card to the terminal device 200 to push the restorable order item card/task card to the salesperson through the terminal device 200. In step S312, the pushing module 124 outputs the execution exception confirmed order item card/task card to the terminal device 200, so as to push the exception confirmed order item card/task card to the salesperson through the terminal device 200. The abnormal confirmed order is the order information which has an abnormal condition but has been solved in the plurality of orders. In step S313, the pushing module 124 outputs the execution abnormality to-be-confirmed item card/task card to the terminal device 200, so as to push the execution abnormality to-be-confirmed item card/task card to the manager or the seller through the terminal device 200.
In step S314, the salesperson acquires the latest status of the sales order, and then performs shipment. When the order status is shippable, the order matching and follow-up system 100 automatically pushes to the clerk task card, providing shippable order details. In this way, by pushing through the pushing module 124, the order matching and follow-up system 100 presents the list of orders that can be shipped and have stock (i.e. orders without shipment risk) and the order details to the service personnel for confirmation and execution through the terminal device 200 in the form of task cards.
In summary, the order matching and follow-up system 100 and the method thereof according to the present invention can automatically detect the sales order information in the database 320 according to the obtained parameters, and can automatically match the order information table with the inventory, in-process and in-transit data to obtain the order distribution table. The order matching and follow-up system 100 and method thereof of the present invention can update the order status of the order information table according to the status update result after the responsible personnel actually confirm and coordinate, so as to effectively follow-up the order processing status and automatically generate order task cards and order details that can be shipped.
Finally, it should be noted that: the above embodiments are only used to illustrate the technical solution of the present invention, and not to limit the same; while the invention has been described in detail and with reference to the foregoing embodiments, it will be understood by those skilled in the art that: the technical solutions described in the foregoing embodiments may still be modified, or some or all of the technical features may be equivalently replaced; and the modifications or the substitutions do not make the essence of the corresponding technical solutions depart from the scope of the technical solutions of the embodiments of the present invention.
Claims (16)
1. An order matching and follow-up system, comprising:
a storage device storing a plurality of modules; and
a processor coupled to the storage device and executing the plurality of modules, wherein the plurality of modules comprises an order acquisition module, an inventory matching module, an order update module, and a push module,
wherein the order acquisition module acquires an order information table according to the acquisition parameters, and the stock matching module matches the order information table with stock information to generate an order distribution table,
the order updating module updates the order information table, and the pushing module generates an order summary information table according to the order information table.
2. The order matching and follow-up system of claim 1, wherein the acquisition parameters include a ranking parameter and a cycle parameter, wherein the order acquisition module sends request data information to a database according to the cycle parameter, and wherein the order acquisition module ranks the order information table according to the ranking parameter.
3. The order matching and follow-up system of claim 1, wherein the acquisition parameters include an order information template, and wherein the order acquisition module generates the order information table from the received order data according to the order information template.
4. The order matching and follow-up system of claim 1, wherein the inventory matching module obtains corresponding item number data from the order information table, and the inventory matching module performs a distribution calculation based on the item number data to generate a distribution result, and the inventory matching module updates the order information table and generates the order distribution table based on the distribution result.
5. The order matching and follow-up system of claim 4, wherein the item number data is related to attribute data, inventory data, and in-process order information for a plurality of item numbers, the allocation calculations are related to inventory allocation, in-process allocation, and in-transit allocation, and the order summary information table is related to in-stock order information, shippable order information, at-risk order information, and shippable order information.
6. The order matching and follow-up system of claim 1, the order update module further comprising:
an order sorting unit for adjusting the order information table according to the display parameters and the order distribution table, an
And the updating unit is used for updating the order information table according to the updating instruction.
7. The order matching and follow-up system according to claim 6, wherein the display parameter is related to a sorting parameter, wherein the order sorting unit adjusts the information sorting of the order information table according to the display parameter, and outputs the adjusted order information table.
8. The order matching and follow-up system of claim 6, wherein the update instruction is related to an information status, and wherein the update unit updates the status of the plurality of orders in the order information table according to the update instruction.
9. An order matching and follow-up method, comprising:
obtaining an order information table according to the acquisition parameters through an order acquisition module;
matching the order information table with the stock information through a stock matching module to generate an order distribution table;
updating the order information table through an order updating module; and
and generating an order summary information table according to the order information table through a pushing module.
10. The order matching and follow-up method according to claim 9, wherein the obtaining parameters include a sorting parameter and a period parameter, and wherein the step of obtaining the order information table according to the obtaining parameters by the order obtaining module further comprises: and sending request data information to a database through the order acquisition module according to the period parameters, and sequencing the order information table through the order acquisition module according to the sequencing parameters.
11. The order matching and follow-up method of claim 9, wherein the acquisition parameters comprise an order information template, and wherein the step of retrieving the order information table from the acquisition parameters by the order acquisition module further comprises: and generating the order information table according to the order information template by the order acquisition module according to the received order data.
12. The order matching and follow-up method of claim 9, wherein the step of matching the order information table with the inventory information by the inventory matching module to generate the order allocation table further comprises:
acquiring corresponding product number data according to the order information table through the inventory matching module;
performing allocation calculation according to the item number data through the inventory matching module to generate an allocation result; and
and updating the order information table and generating the order distribution table according to the distribution result through the inventory matching module.
13. The order matching and follow-up method according to claim 12, wherein the item number data is related to attribute data, inventory data, and in-process order information for a plurality of item numbers, the allocation calculation is related to inventory allocation, in-process allocation, and in-transit allocation, and the order summary information table is related to in-stock order information, shippable order information, at-risk order information, and shippable order information.
14. The order matching and follow-up method according to claim 9, wherein the step of updating the order information table by the order updating module comprises:
adjusting the order information table according to display parameters and the order distribution table through an order sorting unit; and
and updating the order information table according to the updating instruction through the updating unit.
15. The order matching and follow-up method according to claim 14, wherein the display parameter is related to a ranking parameter, wherein the step of the order ranking unit adjusting the order information table further comprises: and adjusting the information sorting of the order information table according to the display parameters through the order sorting unit, and outputting the adjusted order information table.
16. The order matching and follow-up method according to claim 14, wherein the update instruction is related to an information status, wherein the step of updating the order information table according to the update instruction by the update unit further comprises: and updating the states of the orders in the order information table according to the updating instruction through the updating unit.
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| CN202211356888.3A CN115759924A (en) | 2022-11-01 | 2022-11-01 | Order matching and follow-up system and method thereof |
| TW111144282A TWI813510B (en) | 2022-11-01 | 2022-11-18 | Order matching and follow-up system and method thereof |
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| CN116777566A (en) * | 2023-08-11 | 2023-09-19 | 深圳美云集网络科技有限责任公司 | Order information synchronization method and electronic commerce ERP |
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| US20200311657A1 (en) * | 2019-03-27 | 2020-10-01 | Goodpace Company, LLC | Supply chain optimization and inventory management system |
| CN113850541A (en) * | 2021-08-23 | 2021-12-28 | 江苏南方通信科技有限公司 | Inventory-driven optical cable order distribution method based on SQL database |
| CN115239244A (en) * | 2022-07-27 | 2022-10-25 | 广东安达智能装备股份有限公司 | Order management method, equipment and storage medium |
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| CN116777566A (en) * | 2023-08-11 | 2023-09-19 | 深圳美云集网络科技有限责任公司 | Order information synchronization method and electronic commerce ERP |
| CN116777566B (en) * | 2023-08-11 | 2024-03-26 | 深圳美云集网络科技有限责任公司 | Order information synchronization method and electronic commerce ERP |
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