CN115759924A - Order matching and follow-up system and method thereof - Google Patents

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 multiple modules, and the multiple modules include an order acquisition module, an inventory matching module, an order update module, and a push module. The processor is coupled to the storage device and executes multiple modules. The order acquisition module acquires the 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 update module updates the order information table, and the push module generates an order summary information table according to the order information table. The order summary information table is related to in-stock order information, shippable order information, at-risk order information, and advance shippable order information. The order matching and follow-up system and the order matching and follow-up method of the present invention can effectively improve the efficiency of order processing and order follow-up.

Description

Order matching and follow-up system and method thereof

technical field

The invention relates to an execution method of order management and status follow-up, in particular to an order matching and follow-up system and method thereof.

Background technique

With the division of labor in production management and order manufacturing, when business personnel want to follow up and understand whether a sales order is a deliverable order, they need to confirm with multiple departments to obtain clear order status information. At the same time, when the number of orders is large, the salesperson must selectively follow up the order status, resulting in the risk that the order that is not selected and not followed up by the salesperson may not be delivered on schedule. In this regard, how to improve the traditional practice to avoid excessive manpower consumption and unscheduled occurrence has always been an important topic in this field.

Contents of the invention

The present invention is directed to an order matching and follow-up system and method thereof, which can automatically acquire order data and automatically follow up order status through matching calculations, thereby effectively improving the efficiency of order processing and order follow-up.

According to an embodiment of the present invention, the 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 multiple modules. The multiple modules include an order fetching module, an inventory matching module, an order updating module, and a push module. The order acquisition module acquires the 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 update module updates the order information table, and the push module generates an order summary information table according to the order information table.

According to an embodiment of the present invention, the order matching and follow-up method of the present invention includes the following steps: the order information table is obtained according to the acquisition parameters by the order acquisition module; the order information table is matched with the inventory information by the inventory matching module to generate an order allocation table ; Update the order information table through the order update module; and generate an order summary information table related to the order information in stock, the order information that can be shipped, the information that is risky, and the order information that can be shipped in advance according to the order information table through the push module.

Based on the above, the order matching and follow-up system and method thereof of the present invention can automatically capture the order information table according to the acquisition parameters, and automatically perform batch matching calculation according to the data related to the order information table to generate an order summary information table according to the matching result .

In order to make the above-mentioned features and advantages of the present invention more comprehensible, the following specific embodiments are described in detail together with the accompanying drawings.

Description of drawings

Fig. 1 is a schematic diagram of an order matching and follow-up system according to an embodiment of the present invention;

Fig. 2 is a flowchart of an order matching and follow-up method according to an embodiment of the present invention;

Fig. 3 is a schematic diagram of execution of an order matching and follow-up system according to an embodiment of the present invention.

Explanation of reference signs

100: order matching and follow-up system;

110: processor;

120: storage device;

121: order acquisition module;

122: inventory matching module;

123: Order update module;

1231: order sorting unit;

1232: update unit;

124: push module;

200: terminal equipment;

300: data center;

320: database;

S210～S240, S301～S314: steps.

Detailed ways

Reference will now be made in detail to the exemplary embodiments of the present invention, examples of which are illustrated in the accompanying drawings. Wherever possible, the same reference numbers are used in the drawings and descriptions to refer to the same or like parts.

FIG. 1 is a schematic diagram of an order matching and follow-up system according to an 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 the storage device 120 . The storage device 120 stores multiple modules, and the multiple modules include an order acquisition module 121 , an inventory matching module 122 , an order update module 123 and a push module 124 . In this embodiment, the order matching and follow-up system 100 may, for example, be set on a cloud server for users to connect and execute related business services of different application programming interfaces (Application Programming Interface, API) also set on the cloud server (Business service) function. The cloud server may be, for example, a Software as a Service (SaaS) server, and the API corresponds to a SaaS application, but the present invention is not limited thereto. Or, in one embodiment, the order matching and follow-up system 100 can be set in an enterprise resource planning (Enterprise Resource Planning, ERP) system run by a local end server within the enterprise, so as to provide related order management through different application programming interfaces And matching functions (such as generating sales order information tables, sales order status tables, sales order tables that meet shipping conditions, etc. management services).

In this embodiment, the processor 110 may include, for example, a central processing unit (Central Processing Unit, CPU), or other programmable general purpose or special purpose microprocessor (Microprocessor), digital signal processor (Digital Signal Processor) , DSP), Application Specific Integrated Circuits (Application Specific Integrated Circuits, ASIC), Programmable Logic Device (Programmable Logic Device, PLD), other similar processing circuits or a combination of these devices. 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 (Non-Volatile Memory, NVM). The storage module 120 may store relevant programs, modules, systems or algorithms for implementing various embodiments of the present invention, so as to be accessed and executed by the processor 110 to realize relevant functions and operations described in various embodiments of the present invention. In this embodiment, the order acquisition module 121, the inventory matching module 122, the order update module 123, and the push module 124 can be, for example, based on JSON (JavaScript Object Notation), Extensible Markup Language (Extensible Markup Language, XML) or YAML, etc. programming language, but the present invention is not limited thereto.

In this embodiment, the user can execute the order matching and follow-up system 100 through a personal computer device/terminal device, and input setting parameters and update instructions into the order matching and follow-up system 100 to perform corresponding order processing. Order matching and follow-up system 100 can automatically execute order acquisition module 121, inventory matching module 122, order update module 123 and push module 124 according to set parameters, to automatically generate corresponding execution results (such as order summary information table or order information surface). In this embodiment, the user can execute a (specific) application program interface, and since the application program interface processing logic of the application program interface needs to generate corresponding execution results of one or more output data according to one or more input data, And these input data are one or more output data of another or more application programming interfaces (i.e. application programming interface objects), so the order matching and follow-up system 100 can automatically create and include another or more application programming interfaces (i.e. application interface object) invocation model. The order matching and follow-up system 100 can automatically execute another or more APIs (ie, API objects) in the calling model according to the corresponding calling sequence, so as to automatically generate corresponding execution results (business data). On the other hand, the order matching and follow-up system 100 can realize the data processing and logic processing of the above-mentioned order acquisition module 121 , inventory matching module 122 , order update module 123 and push module 124 through the processing logic API.

Fig. 2 is a flowchart of an order matching and follow-up method according to an embodiment of the present invention. Referring to FIG. 1 and FIG. 2 , the order matching and follow-up system 100 can execute the following steps S210 - S240 to automatically generate corresponding execution results. In this embodiment, the user can input acquisition parameters into 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 through the order obtaining module 121 according to the obtaining parameters. In step S220, the processor 110 matches the order information table with the inventory information through the inventory matching module 122 to generate an order allocation table. In this embodiment, the order obtaining module 121 may execute a data request to the database according to the obtaining parameters set by the user (ie, order obtaining rules and scope setting) to obtain the order information table. The inventory matching module 122 can perform matching according to the order information table and the corresponding set of information in the database/storage device 120 (such as at least one of in-progress data, in-transit data, and sales data) 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 there is a gap in the order status in the order allocation table, the update module 123 updates the order status in the order information table according to the update instruction. In this embodiment, the update instruction may be, for example, a coordination result of offline confirmation and coordination between the contractor (such as the production management personnel or the task leader) and the production department. In step S240, the processor 110 may generate an order summary information table through the push module 124 according to the order information table. In this embodiment, the push module 124 generates an order summary information table according to the updated order information table. That is to say, the push module 124 generates the corresponding task cards for the orders that can be shipped/delivered on schedule, and then presents the data in the form of task cards to the executive personnel (such as business personnel or sales personnel) for viewing.

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 processing according to the in-progress, in-transit and sales data corresponding to the sales order information. Match to automatically generate shippable order task cards. In this way, the order matching and follow-up system 100 can improve the lack of timely reply and confirmation caused by manual interrogation and coordination with various departments one by one. At the same time, the order data and status can be completely presented to the undertaker for confirmation in the form of task cards.

Fig. 3 is a schematic diagram of execution of an order matching and follow-up system according to an embodiment of the present invention. Referring to FIG. 1 and FIG. 3 , the order updating module 123 includes an order sorting unit 1231 and an updating unit 1232 . In step S301 , the user sets the timing detection sales order parameters (ie acquisition parameters) by operating the terminal device 100 . Parameters for timing detection of sales orders can be, for example, basic data settings, order information settings for obtaining delivery ranges, periodicity and other setting parameters.

In step S302, the processor 110 enables timing detection according to a timing detection sales order parameter. In this way, the processor 110 generates corresponding request data to the database 320 , and then receives corresponding return data from the database 320 . That is to say, the obtaining parameters may include sorting parameters and cycle parameters, and the processor 110 executes the order obtaining module 121 to send request data information to the database 320 of the data center 300 according to the cycle parameters. 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 can generate an order information table according to the order information template with the received order data. In one embodiment, the order acquisition module 121 inputs the order data into the order information template according to the settings 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 inventory matching module 122 . In step S304, the inventory matching module 122 performs inventory matching on the detected information (that is, the data obtained in step S302) according to the order information table, generates a production and sales consensus project card for maintenance, and pushes the production and marketing consensus project card for maintenance to the terminal device 200. The project card and the task card may be, for example, information such as notification information and processing instructions of the work assignment system/task management system.

That is to say, the inventory matching module 122 first reads out all the supply calculation parameters that meet the data rules set by the user according to the order information table, so as to perform subsequent data matching. Specifically, the inventory matching module 122 obtains the data of the sales order according to 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, supply calculation parameters may include inventory data, in-progress data, and in-transit data. Next, the inventory matching module 122 performs allocation calculations according to the item number data to generate allocation results. Moreover, the inventory matching module 122 updates the order information table and generates an order distribution table according to the distribution result (for example, maintaining a production-sales consensus item card). The product number data is related to the attribute data, inventory data and work order information of multiple product numbers, the distribution calculation is related to the inventory distribution, in-process distribution and in-transit distribution, and the order summary information table is related to the inventory order information, available Order information, order information at risk, and order information that can be shipped in advance.

For example, the inventory matching module 122 obtains the BOM information, warehouse information, item number attribute information, and item number inventory information related to the order information table from the database/data center API in the data center 300 according to the data in the sales order. , work order information of the product number and in-transit purchase order information of the product number and other data. In this way, the inventory matching module 122 performs inventory allocation, in-process allocation, and in-transit allocation according to the order information table and the above data, and then writes the order information table according to the order number according to the allocation result and generates an order allocation table (such as a sales order allocation table, and Push it to the terminal device 200 in the form of maintaining the production and marketing consensus project card). In this way, the inventory matching module 122 performs inventory allocation to the data in the order information table, and writes the result back to the sales order information table (ie, the order information table), and writes it into the sales order allocation table (order allocation table) .

In steps S305 and S306, the processor 110 can output the order information table and order distribution table written back by the inventory matching module 122 to the terminal device by maintaining the production-sales consensus project card and the production-sales consensus task card for processing personnel (such as production management personnel or salespersons) to check. In step S306, the order sorting unit 1231 can adjust the sorting of the order information table according to the display parameters and the order distribution table. In an embodiment, the display parameters may include a paging mechanism, and the order sorting unit 1231 may perform pagination processing 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 into the updating unit 1232 through the terminal device 200 after viewing the maintenance production-sales consensus project card and the production-sales consensus task card. In this way, after the production management personnel or salesmen coordinate offline with the production unit or inventory supply unit, the production management personnel issue an update command to update the status of the risky order. For example, after the production management personnel and the production unit have reached coordination, the production management personnel update the order status through the terminal device 200 in operation according to the coordinated order status. In step S308, the update unit 1232 updates the sales order information table (ie, the order information table) according to the update instruction. In one embodiment, the update command is related to information status. For example, the update unit 1232 can update the statuses of the multiple orders in the order information table according to the update instruction, so as to update the status of the orders that are risky/unable to ship to the status of orders that can be shipped. In this way, through the inventory matching module 122 and the updating unit 1232, the order matching and follow-up system 100 can automatically generate the order status of multiple order data, and send the order information (including order details and order status) to the terminal device 200. The production management staff will confirm, thereby improving the efficiency of order processing and user trust.

In step S309 , the processor 110 detects the updated sales order information table, and inputs the updated sales order information table to the push module 124 . In step S310, the push module 124 groups the order information table according to different states according to the update command sent in step S307 and the order information table detected in step S309, so as to calculate the quantity of each state. In addition, the push module 124 performs push according to the group status of the order and through the project card/task card. Order status groupings may include shippable orders, abnormal confirmed orders, and abnormal pending confirmation orders. In other words, the push module 124 obtains a summary information table including an order status and order data of each status according to the update instruction and the order distribution table.

In step S311, the push module 124 outputs the item card/task card of the executable deliverable order to the terminal device 200, so as to push the item card/task card of the deliverable order to the salesperson through the terminal device 200. In step S312, the push module 124 outputs the abnormal confirmed order item card/task card to the terminal device 200, so as to push the abnormal confirmed order item card/task card to the salesperson through the terminal device 200. The abnormally confirmed order is the order information that has abnormalities in multiple orders, but the abnormalities have been resolved. In step S313 , the push module 124 outputs the project card/task card with abnormal execution to be confirmed to the terminal device 200 , so as to push the project card/task card with abnormal execution to be confirmed to the production management personnel or sales personnel through the terminal device 200 .

In step S314, the salesperson obtains the latest status of the sales order, and then executes the shipment. When the order status is ready to ship, the order matching and follow-up system 100 automatically pushes the task card to the salesperson, providing the order details that can be shipped. In this way, through the push of the push module 124, the order matching and follow-up system 100 will list and order details of orders that can be shipped and have inventory (that is, orders without shipping risk) in the form of task cards, through the terminal device 200 Present to business personnel for confirmation and execution.

In summary, the order matching and follow-up system 100 and its method of the present invention can automatically detect the sales order information in the database 320 according to the acquisition parameters, and can automatically match the order information table and inventory, in-process and in-transit data to Get the order allocation form. The order matching and follow-up system 100 and the method thereof of the present invention can update the order status of the order information table according to the status update results of the actual confirmation and coordination of the responsible personnel, so as to effectively follow up the order processing status and automatically generate available orders. The order task card and order details of the goods.

Finally, it should be noted that: the above embodiments are only used to illustrate the technical solutions of the present invention, rather than limiting them; although the present invention has been described in detail with reference to the foregoing embodiments, those of ordinary skill in the art should understand that: It is still possible to modify the technical solutions described in the foregoing embodiments, or perform equivalent replacements for some or all of the technical features; and these modifications or replacements do not make the essence of the corresponding technical solutions deviate from the technical solutions of the various embodiments of the present invention. scope.

Claims (16)

1. An order matching and follow-up system, characterized in that it comprises: a storage device for storing the plurality of modules; and A processor, coupled to the storage device, executes the multiple modules, wherein the multiple modules include 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 inventory matching module matches the order information table with the inventory information to generate an order allocation table, Wherein the order update module updates the order information table, and the push module generates an order summary information table according to the order information table. 2. The order matching and follow-up system according to claim 1, wherein the acquisition parameters include sorting parameters and cycle parameters, wherein the order acquisition module sends request data information to the database according to the cycle parameters, and The order obtaining module sorts the order information table according to the sorting parameters. 3. The order matching and follow-up system according to claim 1, wherein the acquisition parameters include an order information template, wherein the order acquisition module generates the order data received according to the order information template. Order information form. 4. The order matching and follow-up system according to claim 1, wherein the inventory matching module obtains corresponding product number data according to the order information table, and the inventory matching module obtains corresponding product number data according to the product number data An allocation calculation is performed to generate an allocation result, and the inventory matching module updates the order information table and generates the order allocation table according to the allocation result. 5. The order matching and follow-up system according to claim 4, wherein the item number data is related to attribute data, inventory data and work order information of a plurality of item numbers, and the allocation calculation is related to Inventory allocation, in-progress allocation, and in-transit allocation, and the order summary information table are related to information on orders in stock, information on orders that can be shipped, information on orders that are at risk, and information on orders that can be shipped in advance. 6. The order matching and follow-up system according to claim 1, the order updating module further comprising: an order sorting unit, adjusting the order information table according to the display parameters and the order allocation table, and An update unit, for updating the order information table according to an update instruction. 7. The order matching and follow-up system according to claim 6, wherein the display parameters are related to sorting parameters, wherein the order sorting unit adjusts the information sorting of the order information table according to the display parameters, And output the adjusted order information table. 8. The order matching and follow-up system according to claim 6, wherein the update instruction is related to information status, wherein the update unit updates the information of multiple orders in the order information table according to the update instruction state. 9. A method for order matching and follow-up, comprising: Obtain the order information table according to the acquisition parameters through the order acquisition module; Matching the order information table with the inventory information through the inventory matching module to generate an order allocation table; updating said order information table through an order update module; and The order summary information table is generated according to the order information table through the push module. 10. The order matching and follow-up method according to claim 9, wherein the acquisition parameters include sorting parameters and cycle parameters, wherein the order acquisition module obtains the order information table according to the acquisition parameters The step further includes: sending the request data information to the database according to the cycle parameter through the order obtaining module, and sorting the order information table according to the sorting parameter through the order obtaining module. 11. The order matching and follow-up method according to claim 9, wherein the acquisition parameters include an order information template, wherein the step of obtaining the order information table according to the acquisition parameters by the order acquisition module is further The method includes: generating the order information table from the received order data according to the order information template through the order acquiring module. 12. The order matching and follow-up method according to claim 9, wherein the step of matching the order information table with the inventory information to generate the order distribution table by the inventory matching module further comprises : Obtain corresponding product number data according to the order information table through the inventory matching module; performing an allocation calculation based on the item number data by the inventory matching module to generate an allocation result; and The order information table is updated and the order distribution table is generated by the inventory matching module according to the distribution result. 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 work order information of multiple item numbers, and the allocation calculation is related to Inventory allocation, in-progress allocation, and in-transit allocation, and the order summary information table are related to information on orders in stock, information on orders that can be shipped, information on orders that are at risk, and information on orders that can be shipped in advance. 14. The order matching and follow-up method according to claim 9, wherein the step of updating the order information table through the order update module comprises: adjusting the order information table according to the display parameters and the order allocation table through the order sorting unit; and The order information table is updated by the update unit according to an update instruction. 15. The order matching and follow-up method according to claim 14, wherein the display parameters are related to sorting parameters, wherein the step of adjusting the order information table by the order sorting unit further comprises: passing the order The sorting unit adjusts the information sorting of the order information table according to the display parameters, and outputs the adjusted order information table. 16. The order matching and follow-up method according to claim 14, wherein the update instruction is related to information status, wherein the step of updating the order information table according to the update instruction by the update unit further comprises : updating the states of multiple orders in the order information table by the updating unit according to the update instruction.

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