CN117333252A - Self-service order-ordering and order-following system - Google Patents

Abstract

The invention belongs to the technical field of order automation management, and relates to a self-service order-making and order-following system, which comprises a server and mobile equipment which are interconnected through a network, wherein the self-service order-making and order-following system is installed and operated in the server, the mobile equipment is used for self-service order-making and order-following of clients, and the self-service order-making and order-following system comprises: the system comprises a user management module, a product display module, a self-service ordering module, an order management module, a client service module, a data analysis module and a system management module; in the self-service ordering process of the customer, the system automatically matches the product order and inventory information of the customer order, realizes the automatic calculation of the available inventory, and provides the available inventory verification when the customer order is ordered; the order management module provides order status inquiry, production progress tracking, shipping status tracking, logistics progress tracking and order feedback. The invention improves the order processing efficiency and accuracy, improves the customer service level and loyalty, strengthens the order management and monitoring, and improves the data analysis and decision making capability.

Description

Self-service order-ordering and order-following system

Technical Field

The invention belongs to the technical field of order automation management, and particularly relates to a self-service order placing and following system which is used for online self-service order placing of clients in the paper making industry.

Background

With the development of internet technology and electronic commerce, more and more enterprises are beginning to adopt an online sales mode to better serve clients. However, in the paper industry, clients are usually finished in a traditional way, and the problems of information input errors, unclear communication and the like are easy to occur due to low efficiency of the traditional ways, so that the efficient communication and cooperation between the clients and enterprises are not facilitated. The traditional ordering in the paper industry mainly comprises:

1. paper ordering and follow-up ordering: paper enterprises provide paper documents for clients to fill in order information, and after clients submit the order information in a mode of transmitting pictures through fax or chat tools, the enterprises perform follow-up management through manual input, check and update of the order information. The method needs manual recording, checking and updating of order information, has low efficiency, is easy to make mistakes and difficult to trace, is unfavorable for quick execution and tracking of orders, leads to untimely order delivery, reduces customer satisfaction, and is unfavorable for informatization management and data statistics of paper enterprises.

2. Telephone order and follow-up list: the customer places and keeps track of the order from the paper making enterprise by telephone, and the paper making enterprise records, checks and updates the order information manually. The disadvantage of this way is that the communication cost is high, frequent communication and exchange are needed between the customer and the paper making enterprise, and multiple times of telephone, mail or face-to-face communication are needed in the process of ordering and following the bill, thus increasing the communication cost and time cost; and because of the problem of manual operation, errors of mouth and record easily occur, which is unfavorable for accurate execution and tracking of orders.

3. Excel forms and follow-up forms: paper making enterprises use Excel forms to provide ordering and follow-up functions for clients, the clients fill order information in the Excel forms, and the enterprises manually enter, check and update the order information. The disadvantage of this approach is inefficiency, error-prone, difficult to trace back, and unfavorable for quick order execution and tracking.

With the increase in market competition and consumer demand, customers are increasingly demanding in terms of ordering experience and efficiency. However, the conventional order placing process is complicated, the execution state and the progress situation of the order cannot be monitored and known in real time, the change of the demands of the customers (such as increasing or reducing the number of orders, changing the delivery period and the like) cannot be flexibly dealt with, the problems cannot be found and solved in time due to the large follow-up difficulty, the personalized demands and the efficient order placing demands of the customers cannot be met, and the development of the paper industry is limited.

Disclosure of Invention

In order to solve the technical problems, the invention provides a self-service order-ordering follow-up system, which adopts the following technical scheme:

the utility model provides a self-service bill-making system, includes server and mobile device that realizes data interaction through the network interconnection, the server in install and operate self-service bill-making system, mobile device be used for the customer to make a bill by oneself, self-service bill-making system's functional module includes: the system comprises a user management module, a product display module, a self-service ordering module, an order management module, a client service module, a data analysis module and a system management module; the product display module provides multi-mode product classification display, supports product list inquiry, supports browsing of product details, configures a user evaluation function and supports real-time inventory update; the self-service ordering module automatically matches the product order and the inventory information of the customer ordering in the self-service ordering process of the customer, realizes the automatic calculation of the available inventory, and adopts the available inventory calculation method: taking the material classification as a precondition, calling the stock quantity of the ERP system, deducting the reserved quantity of the ERP system and the quantity of orders submitted in the ordering system but not yet examined, providing available stock quantity verification when the customer orders are ordered, and automatically informing the stock gap when the stock quantity of the products ordered by the customer is insufficient; the order management module is used for providing order state inquiry, production progress tracking, delivery state tracking, logistics progress tracking and order feedback, wherein the order feedback comprises product quality, delivery time and service attitude evaluation; the client service module comprises a client information management sub-module, an intelligent reminding sub-module, a client communication service sub-module, a complaint and suggestion sub-module and a marketing promotion sub-module; the data analysis module comprises: the system comprises a data collection sub-module, a data statistics sub-module, a data query sub-module, a data report sub-module and a client demand change trend analysis sub-module.

Preferably, the self-service order-following system is in seamless connection with an enterprise ERP system, a TMS system, a BPM business process management system, a freight platform and an LE system, and also establishes a communication interface with enterprise WeChat, a third party order APP and a logistics APP.

The invention has the beneficial effects that:

1. order processing efficiency and accuracy are improved: the customer can more easily complete the order placing and order following operation, and the operation time and cost are reduced, so that the order processing efficiency is improved. Meanwhile, the integration and intellectualization technology can also reduce manual intervention and errors, and reduce operation cost and customer management cost.

2. Customer service level and loyalty are improved: customer service level and operation experience can be improved, and customer satisfaction and loyalty can be improved. For example, the customer can operate at any time and any place through the self-service order-ordering system, flexibly select service contents and modes according to own requirements, and improve trust and satisfaction of enterprises.

3. Enhanced order management and monitoring: the method can realize quick transfer and sharing of order information and improve the efficiency and accuracy of order management and monitoring. Therefore, clients and paper-making enterprises can know the execution state and progress condition of the order in real time, discover and solve problems in time, and improve the efficiency and effect of order execution.

4. Improving data analysis and decision making capability: the method can analyze the customer order data and the historical order data, improve the data analysis and decision making capability, and provide support for enterprises to make more scientific operation strategies. For example, enterprises can know market demands and customer preferences through analysis of order data, timely adjust products and services, and improve market competitiveness.

Drawings

FIG. 1 is a schematic diagram of the overall architecture of a self-service order placing and order following system according to an embodiment of the present invention;

FIG. 2 is a user login/registration verification flow chart of an embodiment of the present invention;

FIG. 3 is a flow chart of a usable inventory verification of an embodiment of the invention;

FIG. 4 is a flow chart of order tracking according to an embodiment of the present invention.

Detailed Description

The following description of the embodiments of the present invention will be made apparent and complete in conjunction with the accompanying drawings, in which it is evident that the embodiments described are some, but not all embodiments of the present invention.

Fig. 1 is a schematic diagram of the overall architecture of the self-service order-ordering system according to the embodiment of the invention. A self-service order-ordering follow-up system mainly comprises the following functions: the system comprises seven modules, namely a user management module, a product display module, a self-service ordering module, an order management module, a client service module, a data analysis module and a system management module. The system is in seamless connection with modules such as sales, production, inventory, price and finance in the enterprise ERP system, so that order information synchronization and sharing are realized. The self-service order-placing and order-following system is also in seamless connection with a transportation tracking module in the TMS system, so that real-time tracking of each order and instant updating of the transportation state are realized. The self-service order-ordering and order-following system is also in seamless connection with the BPM business process management system, the freight platform and the LE system, so that the omnibearing management of the self-service order is realized. In addition, the self-service order-ordering and order-following system also establishes communication interfaces with various third party systems, such as enterprise WeChat, third party order APP, logistics APP and the like, so that the system can realize message notification and pushing, and is better convenient for customers to use.

ERP system: ERP is an acronym for Enterprise Resource Planning system, enterprise resource planning system, is an integrated management software that includes an NCC system and an LE system. NCC system: NCC is an abbreviation of New Century Cloud, new core cloud system, responsible for management of basic data management of purchasing, inventory, production, sales, finance, supply chain, etc. LE system: LE is an abbreviation of Logistics Execution System, namely a metering and weighing system, which is responsible for metering and weighing, and can also realize factory control business, unattended metering business processing, such as sales and delivery metering, purchase order metering, other metering and special business processing through a one-card. The NCC system and the LE system realize information sharing, coordination and integration among basic services in enterprises through data integration, and improve the efficiency and accuracy of enterprise management to a certain extent.

TMS system: TMS is an abbreviation of Transportation Management System, namely a transportation management system, which is a software system for controlling and managing the whole transportation flow by information technology, and can manage each link of a logistics supply chain, such as transportation planning, transportation tracking, loading and unloading of transported goods, management of transportation cost, assessment of transportation service quality and the like. Through TMS system, can accomplish the order management and the complete decision support of refinement to realize the optimization of whole commodity circulation process and improve transportation efficiency.

A self-service order-ordering follow-up system comprises the following functional modules in detail:

1. and a user management module.

The user management module is a basic module, provides a convenient mode for the user to carry out identity authentication, and ensures the safety of data information. The module comprises three functions of user account registration, user account login and user password management. As shown in fig. 2, a user login/registration verification flow chart of an embodiment of the present invention is shown.

1.1. The user account is registered.

The client accesses the registration page of the self-service order-ordering system, and needs to provide an effective certificate number for verification, such as an identity card number and the like. The system can compare the information provided by the clients to ensure the validity and the authenticity of the information. After verification is passed, the customer can make the operations of ordering, following the order and checking the product stock in the system.

1.2. The user account is logged in.

The client logs in the self-service order-ordering system by inputting a user name and a password, and can also log in by a third party authentication mode such as a mobile phone verification code, fingerprint, face recognition and the like. The login process needs to fill in names, contact ways, addresses and the like to serve as the basis of subsequent services.

1.3. User password management.

The customer must set the password, such as password length, composition requirements, etc., following the password rules specified by the self-service order-making and order-keeping system when registering the account. The system encrypts and stores the password set by the client to ensure that the password cannot be revealed. The client can modify own passwords at any time, but needs to input the original passwords for verification, so that the user can operate the password.

After the password is lost, the client can provide the mailbox or the mobile phone number filled in during registration for verification, the system can send a verification code to the mailbox or the mobile phone number provided by the client, and the client can reset the password after inputting the correct verification code.

In the process, the self-service order-ordering system can check whether the password set by the client is too simple, whether common password combinations exist, login failure limitation exists or not, and remind the client of using a safer password.

2. And a product display module.

In the paper industry, product display modules are a very critical ring. The product of the enterprise can be displayed in different types, specifications, prices and other information, and comprehensive purchasing information and purchasing experience are provided for clients. Meanwhile, the module can update the product inventory in real time, so that the products selected and purchased by the clients in the process of ordering are ensured to have enough inventory support.

As shown in the table below, the product display module of the self-service order-ordering system provides multi-mode product classification, so that customers can find out required products more quickly; supporting product list inquiry, and screening and sorting by clients according to own requirements; the browsing of product details is supported, and the customers can know the products more comprehensively; the product comparison function is provided, so that the difference and the quality among a plurality of products can be compared; the user evaluation function is configured, so that the evaluation and grading of other clients to the product can be checked, and the clients are helped to better know the advantages and disadvantages of the product; the real-time inventory updating is supported, and the customer can be ensured to know the latest inventory in time when the customer places an order.

3. And a self-service ordering module.

Customer self-service order is a brand new order mode developed based on internet technology. The clients can independently order at any time and any place by logging in the self-service order-ordering system through the mobile phone, the computer or the tablet equipment. The module is one of core modules of a self-service order-placing and order-following system, and mainly aims to provide a convenient and rapid order-placing process, so that clients can conveniently submit orders. The order information generated after the customer places an order by self-service is shown in the following table:

3.1. after the customer logs in the system, the sales order information can be directly maintained on the page, or the order information can be imported into the system by using a fixed template. In addition, the self-service order-placing and order-following system can provide personalized recommendation according to the historical order information and the access record of the client, help the client to find the required commodity more quickly, and reduce the order-placing time and the error rate.

3.2. In the self-service ordering process of the customer, the system automatically matches the product order and inventory information of the customer order to realize automatic calculation of the available inventory. When the customer ordering products relate to the batch inventory products of the enterprise, the system can automatically reserve, so that the condition of insufficient inventory is avoided, and better guarantee is provided for the operation of the enterprise. Meanwhile, when new inventory information is imported into the system, the system can automatically update the new inventory information so as to ensure the accuracy and reliability of data.

The available stock quantity calculation method comprises the following steps: on the premise of material classification, the existing quantity of the ERP system is called, and the reserved quantity of the ERP system and the quantity of orders submitted in the order placing system but not yet approved are deducted.

3.3. The system also provides for available inventory verification when placing customer orders. When the inventory quantity of the products ordered by the clients is insufficient, the system can automatically inform the inventory gap. The automatic and intelligent management mode provides better user experience for the clients, and helps the clients complete the quick and convenient ordering process. As shown in fig. 3, is a flow chart of the available inventory verification of an embodiment of the invention. If the product data of the order placed by self-service exceeds the available stock quantity, the available quantity gap is prompted, at the moment, the order cannot be submitted, and the customer can return the order to modify the product quantity of the order.

3.4. The self-service order-ordering system is tightly combined with the business systems of production, logistics, service and the like of the whole enterprise, so that information integration is realized. After the customer places an order, the order data can be directly integrated and automatically processed in the system, and the whole processes of related production plans, logistics allocation, order dispatch and the like can be automatically executed.

4. An order management module.

The order management module is an important module of the self-service order-making and order-following system, provides a function which is convenient for customers to check and manage the order states of the customers anytime and anywhere, and can provide better shopping experience for the customers. As shown in fig. 4, an order tracking flow chart of an embodiment of the present invention is shown.

4.1. Order status query: the customer can query the detailed information of the submitted order, including order number, commodity name, quantity, unit price, freight rate, payment mode, receiving address, etc., through an online query page. The status of each order may be queried, including whether the order is confirmed, production progress, shipping status, etc.

4.2. Production progress tracking: the clients can track the production progress of orders through the online follow-up page, including the progress and completion conditions of links such as product processing, packaging and the like.

4.3. Shipping status tracking: the customers can track the delivery state of the orders through the online bill following page, including delivery time, delivery mode, bill number and other information.

4.4. And (3) tracking logistics progress: the customer can check the logistics information of the order, including the carrier vehicle, the logistics list number, the logistics state and the like, through the logistics tracking function on the order tracking page.

4.5. Order feedback: customers can feed back and evaluate orders through online feedback pages, including product quality, delivery time, service attitudes, etc.

5. And a customer service module.

The client service module is an important component in the self-service order-ordering system, supports multiple languages, meets global client requirements, can help companies to better provide services and support for clients, and improves the satisfaction degree and the loyalty degree of the clients.

5.1. Customer information management sub-module: the sub-module is responsible for collecting and storing personal information of the customer, such as name, contact information, address, etc., which can provide support for communication with the customer during the follow-up process. More importantly, the module can automatically calculate the customer priority and assist in order execution according to factors such as customer grade, order quantity, purchase frequency and the like.

5.2. Intelligent reminding sub-module: the sub-module may notify the customer of the change in order status in a variety of hinting ways, such as SMS, mail, APP notification, etc. For example, when the order production plan is adjusted or the order state is changed, the module immediately notifies the customer by sending a short message, mail, etc.

5.3. Customer communication service sub-module: the sub-module provides various ways of customer communication services such as telephone, mail, online chat, etc. The clients can obtain quick response through the communication modes, and solve the problems and questions related to the orders, so that the clients feel important, and the satisfaction degree of the clients is improved.

5.4. Complaint and advice sub-module: the sub-module receives customer complaints and advice to further refine product and quality of service. An effective solution is provided for different customer feedback, feedback information of customers is recorded and timely replied, and trust and loyalty of the customers are increased.

5.5. Marketing promotion sub-module: the sub-module promotes products and services of companies to clients by putting coupons, activity information and the like, and improves the purchase rate and repeated purchase rate of the clients. The module can provide powerful assistance to the enterprise in facilitating sales while continuously optimizing customer service.

6. And a data analysis module.

The data analysis module is an important component of the self-service order-making and order-following system, and analyzes and counts various data in the system, so that enterprises are helped to know information such as client demands, product sales conditions, order states and the like, and powerful support is provided for enterprise decision making.

6.1. A data collection sub-module: the function covers various data types and data sources, and the required data including user data, product information, order information, supplier information, marketing popularization data and the like are obtained by carrying out data exchange and integration on service systems such as a self-service order-making system, a company ERP (Enterprise resource planning) and other external data sources such as a database.

6.2. And a data statistics sub-module: the function can count and analyze various data such as order quantity, sales condition, customer classification and the like in the system, so that enterprises are helped to know sales condition of products and customer requirements.

6.3. And a data query sub-module: the function can query various data in the system according to the requirements of users, such as the number of orders in a certain time period, the classification of clients and the like, so that enterprises are helped to know the requirements of the clients and the sales conditions of the products.

6.4. And a data report sub-module: the function can display various data such as orders, product sales and the like in the system in a report form, so that enterprises are helped to intuitively know the sales condition of the products and the demands of clients.

6.5. Customer demand change trend analysis submodule: the function can carry out deep analysis on various data in the system, for example, the change trend of the client demand is found by a data mining mode, so that powerful support is provided for the decision of enterprises.

7. And a system management module.

The system management module mainly comprises functions of system setting, authority management, log management and the like. The system can help enterprises to flexibly configure and manage the self-service order-making and order-following system, and ensures the safety and stability of the system.

7.1. And (3) system setting: the function meets the personalized requirements of enterprises by configuring basic settings of basic information, product classification, freight templates and the like of the enterprises.

7.2. Rights management: the function ensures the safety and stability of the system by setting roles of an administrator, a common user and the like and performing authority allocation on the roles.

7.3. And (3) log management: the function can record various operation logs in the system such as user login, order operation and the like, thereby helping enterprises to monitor and manage the system and improving the stability and safety of the system.

7.4. And (3) system maintenance: the function can carry out maintenance and upgrading operations such as backup, recovery and the like on the system, and the reliability and stability of the system are ensured.

The invention aims to create a complete customer self-service order-making and order-following management system, so that customers and enterprises can better cooperate with enterprises to complete the whole sales flow based on one system and other traditional order modes. Meanwhile, the whole order execution process is fully displayed in front of the user, the order progress and the stock quantity are accurately mastered, the trust of the user is increased, the ordering efficiency is improved, and the service cost is reduced.

In the embodiments of the present invention, technical features that are not described in detail are all existing technologies or conventional technical means, and are not described herein.

Finally, it should be noted that: the above examples are only specific embodiments of the present invention, and are not intended to limit the scope of the present invention. Those skilled in the art will appreciate that: any person skilled in the art may modify or easily conceive of changes to the technical solutions described in the foregoing embodiments or make equivalent substitutions for some of the technical features within the technical scope of the present disclosure; such modifications, changes or substitutions do not depart from the spirit and scope of the technical solutions of the embodiments of the present invention, and are intended to be included in the scope of the present invention.

Claims (2)

1. The utility model provides a self-service order-making and order-making system, includes server and mobile device that realizes data interaction through the network interconnection, its characterized in that, the server in install and operate self-service order-making and order-making system, mobile device be used for the customer to make an order by oneself, self-service order-making and order-making system's functional module includes: the system comprises a user management module, a product display module, a self-service ordering module, an order management module, a client service module, a data analysis module and a system management module; the product display module provides multi-mode product classification display, supports product list inquiry, supports browsing of product details, configures a user evaluation function and supports real-time inventory update; the self-service ordering module automatically matches the product order and the inventory information of the customer ordering in the self-service ordering process of the customer, realizes the automatic calculation of the available inventory, and adopts the available inventory calculation method: taking the material classification as a precondition, calling the stock quantity of the ERP system, deducting the reserved quantity of the ERP system and the quantity of orders submitted in the ordering system but not yet examined, providing available stock quantity verification when the customer orders are ordered, and automatically informing the stock gap when the stock quantity of the products ordered by the customer is insufficient; the order management module is used for providing order state inquiry, production progress tracking, delivery state tracking, logistics progress tracking and order feedback, wherein the order feedback comprises product quality, delivery time and service attitude evaluation; the client service module comprises a client information management sub-module, an intelligent reminding sub-module, a client communication service sub-module, a complaint and suggestion sub-module and a marketing promotion sub-module; the data analysis module comprises: the system comprises a data collection sub-module, a data statistics sub-module, a data query sub-module, a data report sub-module and a client demand change trend analysis sub-module.

2. The self-service order placing and order following system according to claim 1, wherein the self-service order placing and order following system is in seamless connection with an enterprise ERP system, a TMS system, a BPM business process management system, a freight platform and an LE system, and further establishes a communication interface with enterprise WeChat, a third party order APP and a logistics APP.