CN116187931A - Office work management system - Google Patents
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- CN116187931A CN116187931A CN202211669700.0A CN202211669700A CN116187931A CN 116187931 A CN116187931 A CN 116187931A CN 202211669700 A CN202211669700 A CN 202211669700A CN 116187931 A CN116187931 A CN 116187931A
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Abstract
The invention discloses a business management system for joint office management, which belongs to the technical field of office management, and comprises a user management module, a sales management module, a financial management module, a building management module and a system configuration module; the user management module is used for managing the related information of the current system login user; the sales management module is used for managing the follow-up information of the clients and managing contracts and client files; the financial management module is used for managing financial information. The invention has a plurality of functional modules, realizes joint office management, can greatly provide the working efficiency of users, and further improves the service quality for the clients; the customer's appeal and the follow-up record of the customer can be more intuitively known, and the follow-up record is convenient for the customer to provide more efficient service in a targeted manner; the whole-course record can be carried out on the operation of the current login system user in the system, so that the follow-up tracing and summarizing analysis work on the problems is convenient.
Description
Technical Field
The invention relates to the technical field of office management, in particular to a transaction management system for joint office management.
Background
The transaction management system is one of common office management systems, also called electronic data processing systems, and is a management system oriented to the bottommost layer of an enterprise to process transaction information generated by daily operation of the enterprise. The system has a small design range in the original form, such as a ticket booking system and an accounting cost accounting system, and is characterized by high structure of processing problems, but single function, such as an inventory material counting system, an employee wage issuing system and the like. The information provided by the method is real-time information of enterprises and is a direct reflection of the conditions of the enterprises. The system directly simplifies the daily work of people and improves the working efficiency of the operation layer manager. In certain cases, it is even possible to replace the manual operation of the working layer entirely.
The business management system exists in each functional department of the enterprise and is a basic business system for carrying out daily business processing, recording, summarizing, integrating, classifying and serving the operation level of the organization, so that the business management system is a tie for the enterprise to contact clients and is also a basis of other information systems.
The conventional office management transaction management system has certain defects in the use process, such as single function, difficulty in realizing joint office management, poor user experience and inapplicability to popularization and use, and therefore, the office management system for joint office management is provided.
Disclosure of Invention
The technical problems to be solved by the invention are as follows: how to solve the problems that the existing office management-use transaction management system has single function, is difficult to realize joint office management, has insufficient user experience and is not suitable for popularization and use in the use process, and provides the joint office management-use transaction management system.
The invention solves the technical problems through the following technical proposal, which comprises the following steps: the system comprises a user management module, a sales management module, a financial management module, a building management module and a system configuration module;
the user management module is used for managing the related information of the current system login user;
the sales management module is used for managing the follow-up information of the clients and managing contracts and client files;
the financial management module is used for managing financial information;
the building management module is used for managing building information, floor information, room information and equipment information;
the system configuration module is used for managing the authority of the current login system user and recording the operation of the current login system user in the whole process.
Further, the user management module comprises a workbench unit, a report display unit, a transaction display unit, a question or suggestion unit and a training examination unit; the workbench unit is used for displaying notification notices or message notices associated with the current system login user; the report display unit is used for displaying a client fixed-cost statistical table and a receivable and unreceived summary table which are related to a current system login user; the transaction display unit is used for displaying the to-be-handled transaction, the issued transaction and the handled transaction associated with the current system login user; the problem or suggestion unit is used for providing a problem or suggestion submitting entrance of the current system login user for the current system login user to submit related problems or suggestions; the training examination unit is used for displaying training examination information of the current system login user.
Further, the customer fixed-cost statistics table comprises customer project floor information, cost subject information, cost starting time and ending time information; the summary list of receivable and unreceivable items comprises receivable customer project floor information and expense subject information, received customer project floor information and expense subject information, and unreceivable customer project floor information and expense subject information.
Further, the sales management module comprises a client follow-up unit, a contract management unit and a client management unit; the client follow-up unit is used for carrying out follow-up on clients and registering client follow-up information; the contract management unit is used for storing the contract template and the signed contract; the client management unit is used for managing client files.
Still further, the customer follow-up information includes customer name, contact phone, customer appeal, latest follow-up time.
Further, the financial management module comprises a charge setting unit, a charge management unit, an invoice and receipt management unit, a fund management unit and a bank account management unit; the charging setting unit is used for managing the charging subjects and charging standards; the expense management unit is used for managing expense details and expense bills; the invoice and receipt management unit is used for managing invoice claims and receipt; the fund management unit is used for managing temporary deposits of clients, counting incomes of subjects and managing bill checking records; the bank account management unit is used for managing the bank account information of the client.
Further, the building management module comprises a building management unit, a floor management unit, a room management unit and a device management unit; the building management unit is used for managing building information and information of companies to which the building belongs; the floor management unit is used for managing floor information; the room management unit is used for managing room information rented or sold by the clients; the room management unit is used for counting the equipment in the room to be rented or sold by the customer.
Further, the system configuration module comprises a right management unit and an operation recording unit; the authority management unit is used for managing the authority of the current login system user; the operation recording unit is used for recording the operation of the current login system user in the system in the whole course.
Further, the process of the rights management unit managing the rights of the current login system user is specifically as follows:
s11: providing a user account login inlet, inputting a user account and a corresponding password by the user, verifying the accuracy of the account and the password, and entering step S12 after the verification is passed;
s12: inquiring the account authority level of the current login system user according to the account authority level database, authenticating the identity of the user, and entering step S13 after the authentication is passed;
s13: and the operation authority corresponding to the account number of the current login system user.
Furthermore, the operation recording unit generates a staged operation log after each operation of the account of the current login system user, and packages and sends the staged operation log to the cloud database when the account of the current login system user completes all the operations.
Compared with the prior art, the invention has the following advantages: the system has a plurality of functional modules, realizes joint office management, can greatly provide the working efficiency of users, and further improves the service quality for clients; the customer's appeal and the follow-up record of the customer can be more intuitively known, and the follow-up record is convenient for the customer to provide more efficient service in a targeted manner; the system can also record the operation of the current login system user in the system in the whole course, is convenient for subsequent tracing and summarizing analysis work on the problems, and is worth being popularized and used.
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Fig. 1 is a schematic block diagram of a business management system for joint office management in an embodiment of the present invention.
Detailed Description
The following describes in detail the examples of the present invention, which are implemented on the premise of the technical solution of the present invention, and detailed embodiments and specific operation procedures are given, but the scope of protection of the present invention is not limited to the following examples.
As shown in fig. 1, this embodiment provides a technical solution: a business management system for joint office management, comprising: the system comprises a user management module, a sales management module, a financial management module, a building management module and a system configuration module;
in this embodiment, the user management module is configured to manage related information of a current system login user, so that the working efficiency of the user can be greatly improved, and meanwhile, the service quality of the user is further improved;
the user management module comprises a workbench unit, a report display unit, a transaction display unit, a question or suggestion unit and a training examination unit; the workbench unit is used for displaying notification notices or message notices associated with the current system login user; the report display unit is used for displaying a client fixed-cost statistical table and a receivable and unreceived summary table which are related to a current system login user; the transaction display unit is used for displaying the to-be-handled transaction, the issued transaction and the handled transaction associated with the current system login user; the problem or suggestion unit is used for providing a problem or suggestion submitting entrance of the current system login user for the current system login user to submit related problems or suggestions; the training examination unit is used for displaying training examination information of the current system login user.
The fixed cost statistical table of the client comprises information of a client project floor, information of a cost subject, information of a cost starting time and information of a cost ending time; the summary list of receivable and unreceivable items comprises receivable customer project floor information and expense subject information, received customer project floor information and expense subject information, and unreceivable customer project floor information and expense subject information.
The training examination information comprises examination names, examination paper contents, examination room details, historical achievements and the like.
In this embodiment, the sales management module is configured to manage customer follow-up information, manage contracts and customer files, and can more intuitively understand customer requirements and customer follow-up records, so that more efficient services can be provided to customers in a targeted manner.
The sales management module comprises a client follow-up unit, a contract management unit and a client management unit; the client follow-up unit is used for carrying out follow-up on clients and registering client follow-up information; the contract management unit is used for storing the contract template and the signed contract; the client management unit is used for managing client files.
The client follow-up information comprises a client name, a contact phone, client appeal and latest follow-up time, so that the client appeal and the client follow-up record can be more intuitively known in the system, and more efficient service can be provided for the client in a targeted manner conveniently.
The contract templates comprise a registered address service contract, a business to-do service contract, a financial tax service contract, a station leasing service contract and the like, so that corresponding contracts can be conveniently and rapidly signed with clients, and service efficiency is greatly improved.
The client files comprise information such as client names, affiliated project building boards, client levels, client categories (personal and enterprise), contacts, contact phones, contact mailboxes and the like.
In this embodiment, the financial management module is configured to manage financial information.
The financial management module comprises a charge setting unit, a charge management unit, an invoice and receipt management unit, a fund management unit and a bank account management unit; the charging setting unit is used for managing the charging subjects and charging standards; the expense management unit is used for managing expense details and expense bills; the invoice and receipt management unit is used for managing invoice claims and receipt; the fund management unit is used for managing temporary deposits of clients, counting incomes of subjects and managing bill checking records; the bank account management unit is used for managing the bank account information of the client.
The cost subject information comprises subject codes and subject name information, and the charging standard information comprises charging standards corresponding to the respective subject names.
The bank account information comprises a bank account number, an account opening name, an account opening bank, an account opening branch, an account type and user information.
In this embodiment, the building management module is configured to manage building information, floor information, room information, and equipment information, so that building related information can be better managed.
The building management module comprises a building management unit, a floor management unit, a room management unit and an equipment management unit; the building management unit is used for managing building information and information of companies to which the building belongs; the floor management unit is used for managing floor information; the room management unit is used for managing room information rented or sold by the clients; the room management unit is used for counting the equipment in the room to be rented or sold by the customer.
The building information comprises the property area, the renting area, the total number of floors, the parking cost, the property cost and the like of the project building, and the information of the company to which the building belongs comprises the name of the company to which the building belongs, the legal representative name, the credit code and the like.
In this embodiment, the system configuration module is configured to manage the authority of the current login system user, and record the operation of the current login system user in the whole process, so as to facilitate the subsequent tracing and summarizing analysis of the problem.
The system configuration module comprises a permission management unit and an operation recording unit; the authority management unit is used for managing the authority of the current login system user; the operation recording unit is used for recording the operation of the current login system user in the system in the whole course.
The process of managing the authority of the current login system user by the authority management unit is specifically as follows:
s11: providing a user account login inlet, inputting a user account and a corresponding password by the user, verifying the accuracy of the account and the password, and entering step S12 after the verification is passed;
s12: inquiring the account authority level of the current login system user according to the account authority level database, authenticating the identity of the user, and entering step S13 after the authentication is passed;
s13: the method and the system can perform corresponding operation in the system according to the operation authority corresponding to the account number of the current login system user.
The operation recording unit generates a staged operation log after each operation of the account of the current login system user, and packages and sends the staged operation log to the cloud database when the account of the current login system user completes all operations, so that follow-up tracing and summarizing analysis work on the problems is facilitated.
In summary, the office work management system for joint office management in the above embodiment includes a plurality of functional modules, so as to implement joint office management, greatly provide working efficiency for users, and further improve service quality for clients; the customer's appeal and the follow-up record of the customer can be more intuitively known, and the follow-up record is convenient for the customer to provide more efficient service in a targeted manner; the system can also record the operation of the current login system user in the system in the whole course, is convenient for subsequent tracing and summarizing analysis work on the problems, and is worth being popularized and used.
Furthermore, the terms "first," "second," and the like, are used for descriptive purposes only and are not to be construed as indicating or implying a relative importance or implicitly indicating the number of technical features indicated. Thus, a feature defining "a first" or "a second" may explicitly or implicitly include at least one such feature. In the description of the present invention, the meaning of "plurality" means at least two, for example, two, three, etc., unless specifically defined otherwise.
In the description of the present specification, a description referring to terms "one embodiment," "some embodiments," "examples," "specific examples," or "some examples," etc., means that a particular feature, structure, material, or characteristic described in connection with the embodiment or example is included in at least one embodiment or example of the present invention. In this specification, schematic representations of the above terms are not necessarily directed to the same embodiment or example. Furthermore, the particular features, structures, materials, or characteristics described may be combined in any suitable manner in any one or more embodiments or examples. Furthermore, the different embodiments or examples described in this specification and the features of the different embodiments or examples may be combined and combined by those skilled in the art without contradiction.
While embodiments of the present invention have been shown and described above, it will be understood that the above embodiments are illustrative and not to be construed as limiting the invention, and that variations, modifications, alternatives and variations may be made to the above embodiments by one of ordinary skill in the art within the scope of the invention.
Claims (10)
1. A business management system for joint office management, comprising: the system comprises a user management module, a sales management module, a financial management module, a building management module and a system configuration module;
the user management module is used for managing the related information of the current system login user;
the sales management module is used for managing the follow-up information of the clients and managing contracts and client files;
the financial management module is used for managing financial information;
the building management module is used for managing building information, floor information, room information and equipment information;
the system configuration module is used for managing the authority of the current login system user and recording the operation of the current login system user in the whole process.
2. A business management system for joint office management as claimed in claim 1, wherein: the user management module comprises a workbench unit, a report display unit, a transaction display unit, a question or suggestion unit and a training examination unit; the workbench unit is used for displaying notification notices or message notices associated with the current system login user; the report display unit is used for displaying a client fixed-cost statistical table and a receivable and unreceived summary table which are related to a current system login user; the transaction display unit is used for displaying the to-be-handled transaction, the issued transaction and the handled transaction associated with the current system login user; the problem or suggestion unit is used for providing a problem or suggestion submitting entrance of the current system login user for the current system login user to submit related problems or suggestions; the training examination unit is used for displaying training examination information of the current system login user.
3. A business management system for joint office management as claimed in claim 2, wherein: the customer fixed cost statistical table comprises customer project building information, cost subject information, cost starting time and ending time information; the summary list of receivable and unreceivable items comprises receivable customer project floor information and expense subject information, received customer project floor information and expense subject information, and unreceivable customer project floor information and expense subject information.
4. A business management system for joint office management as claimed in claim 2, wherein: the sales management module comprises a client follow-up unit, a contract management unit and a client management unit; the client follow-up unit is used for carrying out follow-up on clients and registering client follow-up information; the contract management unit is used for storing the contract template and the signed contract; the client management unit is used for managing client files.
5. The office administration office transaction management system as claimed in claim 4, wherein: the customer follow-up information includes customer name, contact phone, customer appeal, and last follow-up time.
6. The office administration office transaction management system as claimed in claim 4, wherein: the financial management module comprises a charge setting unit, a charge management unit, an invoice and receipt management unit, a fund management unit and a bank account management unit; the charging setting unit is used for managing the charging subjects and charging standards; the expense management unit is used for managing expense details and expense bills; the invoice and receipt management unit is used for managing invoice claims and receipt; the fund management unit is used for managing temporary deposits of clients, counting incomes of subjects and managing bill checking records; the bank account management unit is used for managing the bank account information of the client.
7. A business management system for joint office management as claimed in claim 6, wherein: the building management module comprises a building management unit, a floor management unit, a room management unit and an equipment management unit; the building management unit is used for managing building information and information of companies to which the building belongs; the floor management unit is used for managing floor information; the room management unit is used for managing room information rented or sold by the clients; the room management unit is used for counting the equipment in the room to be rented or sold by the customer.
8. A business management system for joint office management as claimed in claim 7, wherein: the system configuration module comprises a permission management unit and an operation recording unit; the authority management unit is used for managing the authority of the current login system user; the operation recording unit is used for recording the operation of the current login system user in the system in the whole course.
9. A business management system for joint office management as claimed in claim 8, wherein: the process of the authority management unit for managing the authority of the current login system user is specifically as follows:
s11: providing a user account login inlet, inputting a user account and a corresponding password by the user, verifying the accuracy of the account and the password, and entering step S12 after the verification is passed;
s12: inquiring the account authority level of the current login system user according to the account authority level database, authenticating the identity of the user, and entering step S13 after the authentication is passed;
s13: and the operation authority corresponding to the account number of the current login system user.
10. A business management system for joint office management as claimed in claim 9, wherein: and the operation recording unit generates a staged operation log after each operation of the account of the current login system user, and packages and sends the staged operation log to the cloud database when the account of the current login system user completes all the operations.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202211669700.0A CN116187931A (en) | 2022-12-25 | 2022-12-25 | Office work management system |
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| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202211669700.0A CN116187931A (en) | 2022-12-25 | 2022-12-25 | Office work management system |
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| CN116187931A true CN116187931A (en) | 2023-05-30 |
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| CN202211669700.0A Pending CN116187931A (en) | 2022-12-25 | 2022-12-25 | Office work management system |
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