CN1373438A - Computer online transaction method and system integrating enterprise procurement and sales - Google Patents
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Abstract
Description
本发明涉及一种整合企业采购及销售的电脑网上交易方法及系统。The invention relates to a computer online transaction method and system integrating enterprise procurement and sales.
一般企业的采购模式必须经由采购人员执行采购的动作,由企业内部的人员提出需求后,采购人员才向供应商询价、比价、议价等等,待采购询议价后才向供应商下订单,使整个采购作业耗费许多的时间。而此类的采购交易模式有许多的缺点,如须完全信赖企业内采购人员、供应商的种类、数量及资料取得不易、询议价的过程不够公开、采购的时间必须拉长等等,若采购人员离职则新人无法获得原先采购人员的经验(know-how),必须重新学习。The procurement mode of a general enterprise must be performed by the procurement personnel. After the internal personnel of the enterprise put forward the demand, the procurement personnel will inquire, compare prices, negotiate prices, etc. from the supplier, and place an order with the supplier after the procurement inquiry and negotiation. The entire procurement operation takes a lot of time. However, this type of procurement transaction mode has many disadvantages, such as the need to fully trust the procurement personnel in the enterprise, the type, quantity and information of suppliers are not easy to obtain, the process of inquiry and negotiation is not open enough, and the procurement time must be extended, etc. If the procurement If personnel leave, the newcomers cannot gain the experience (know-how) of the original procurement personnel and must relearn.
另外,目前网络电子商店(e-shopping)的交易模式相当盛行,但充其量只是将公司产品显示于企业的网站上,以降低店面及代理商的成本。但整个企业的交易管理仍须依靠销售人员、产品管理人员、生产单位、采购人员及收款会计人员相互间的配合,才能让企业的交易顺利的进行。目前,市场虽有许多具有供公司进货、销售及库存功能的软件,但大都只靠电脑提供记录资料及管理一些文件的功能,却忽略了对资料进行分析与做决策建议的功能,并无法完全取代上述的采购、销售、管理、会计等人员的工作,且只能在公司内部运作,无法整合供应商及顾客的资料,如此大大降低了企业在正确的时间点作出正确决策的应变能力。In addition, the transaction mode of online electronic store (e-shopping) is quite popular at present, but at best, the company's products are displayed on the company's website to reduce the cost of stores and agents. However, the transaction management of the entire enterprise still depends on the cooperation of sales personnel, product management personnel, production units, purchasing personnel and collection accountants to make the transaction of the enterprise go smoothly. At present, although there are many softwares in the market that have the functions of purchasing, selling and stocking for the company, most of them only rely on the computer to provide the functions of recording data and managing some files, but neglect the functions of analyzing data and making decision-making suggestions, and cannot completely It replaces the work of the above-mentioned purchasing, sales, management, accounting and other personnel, and can only operate within the company, and cannot integrate the information of suppliers and customers, which greatly reduces the ability of the enterprise to make correct decisions at the correct time.
本发明为解决上述现有技术存在的缺点及实际的需求,不断研究开发,终于发展出一套可以整合企业采购及销售的电脑网上交易的方法及系统。In order to solve the shortcomings and actual needs of the above-mentioned prior art, the present invention has been continuously researched and developed, and finally developed a set of computer online transaction methods and systems that can integrate enterprise procurement and sales.
本发明的主要目的在于,提供一种整合企业采购及销售的电脑网上交易方法及系统,能够提供精简的采购流程及公开询议价的资讯,达到降低成本、节省人力管销费用的功效。The main purpose of the present invention is to provide a computer online transaction method and system that integrates enterprise procurement and sales, which can provide streamlined procurement processes and information on public inquiry and negotiation, and achieve the effects of reducing costs and saving manpower management and marketing expenses.
本发明的次一目的在于,提供一种整合企业采购及销售的电脑网上交易方法及系统,能够提升业务销售的管理效率,运用网际网络打开国际市场,以提高公司产品销售及创造企业利润的功效。The second object of the present invention is to provide a computer online transaction method and system that integrates enterprise procurement and sales, which can improve the management efficiency of business sales, use the Internet to open up international markets, and improve the effectiveness of company product sales and corporate profit creation .
本发明的另一目的在于,提供一种整合企业采购及销售的电脑网上交易方法及系统,能够借由网站的方式结合企业内部与上游(供应商)及下游(顾客)的资源达到进货、销售及库存管理的功效。Another object of the present invention is to provide a computer online transaction method and system that integrates enterprise procurement and sales, which can combine enterprise internal, upstream (supplier) and downstream (customer) resources to achieve purchase and sales through the website and inventory management.
本发明的又一目的在于,提供一种整合企业采购及销售的电脑网上交易方法及系统,能够对上游(供应商)及下游(顾客)的资料快速地进行分析与作出决策建议功能。Another object of the present invention is to provide a computer online transaction method and system that integrates enterprise procurement and sales, which can quickly analyze upstream (supplier) and downstream (customer) data and make decisions and suggestions.
本发明的目的是由以下技术方案实现的。The purpose of the present invention is achieved by the following technical solutions.
一种整合企业采购及销售的电脑网上交易方法及系统,其特征在于,为一种于伺服器主机中架设一企业网站,该企业网站可让企业主通过网际网络与任一供应商进行采购交易及与任一顾客进行销售交易的方法,其中企业网站中主要有一个公司交易系统,该系统能够让数个公司员工上网执行业务,亦让数个供应商上网登录其产品资料,亦可让数个顾客上网购买产品;该公司交易系统包括:一供应商交易管理系统,主要在执行企业内部的采购业务;一客户交易管理系统,主要在执行企业产品的销售业务;一帐款及物流管理系统,专门处理公司产品货物的运送管理及跟银行往来的帐户管理,亦处理对供应商的应付帐款管理及对客户的应收帐款的管理;一报表分析管理系统,是为整合企业内采购产品的报表及企业内产品销售的报表进行分析,包含产品统计分析、帐款分析、时效分析。A computer online transaction method and system integrating enterprise procurement and sales, characterized in that an enterprise website is set up in a server host, and the enterprise website allows the owner to conduct purchase transactions with any supplier through the Internet And a method of conducting sales transactions with any customer, wherein the enterprise website mainly has a company transaction system, which allows several company employees to perform business online, and also allows several suppliers to log in to their product information online, and also allows several A customer purchases products online; the company's transaction system includes: a supplier transaction management system, which is mainly used to implement the company's internal procurement business; a customer transaction management system, which is mainly used to implement the company's product sales business; an account and logistics management system , specializing in handling the delivery management of the company's products and goods and the account management with banks, as well as the management of accounts payable to suppliers and accounts receivable from customers; a report analysis management system is to integrate procurement within the enterprise Analyze product reports and product sales reports within the enterprise, including product statistical analysis, account analysis, and timeliness analysis.
本发明的目的还可以通过以下技术措施来进一步实现。The purpose of the present invention can also be further achieved through the following technical measures.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该供应商交易管理系统包括:The aforementioned computer online transaction method and system integrating enterprise procurement and sales, wherein the supplier transaction management system includes:
一采购询价系统;1. Procurement inquiry system;
一采购议价系统;- procurement bargaining system;
一采购单管理系统;- purchase order management system;
该供应商交易管理系统可自动搜寻供应商所销售的产品,自动针对每一个供应商做询议价及下单的动作。The supplier transaction management system can automatically search for the products sold by the supplier, and automatically conduct price inquiry and order placement for each supplier.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该客户交易管理系统包括:The aforementioned computer online transaction method and system integrating enterprise procurement and sales, wherein the customer transaction management system includes:
一销售报价系统;- sales quotation system;
一销售议价系统;1. sales bargaining system;
一销售订购单管理系统;1. Sales purchase order management system;
该客户交易管理系统可进行报价、议价及订单执行管理的动作。The customer transaction management system can perform quotation, negotiation and order execution management actions.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该帐款及物流处理系统包括:The above-mentioned computer online transaction method and system integrating enterprise procurement and sales, wherein the account and logistics processing system includes:
一银行与物流管理系统;1. Banking and logistics management system;
一应付帐款管理系统;- accounts payable management system;
一应收帐款管理系统。1. Accounts receivable management system.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该公司交易系统可使公司内部员工或任一供应商或任一顾客第一次上网登录后,即自动将其资料储存于伺服器主机中,第二次上网时即可不须再次输入基本资料。The above-mentioned computer online transaction method and system integrating enterprise procurement and sales, wherein the company's transaction system can enable the company's internal employees or any supplier or any customer to log in to the Internet for the first time, and automatically store their data in the server In the host computer, you don't need to input the basic information again when surfing the Internet for the second time.
前述的整合企业采购及销售的电脑网上交易方法及系统,其,所述采购询议价系统的交易方法执行步骤包括:In the aforementioned computer-based online transaction method and system that integrates enterprise procurement and sales, the execution steps of the transaction method of the procurement inquiry and negotiation system include:
(a)进入公司产品进阶搜寻中,去寻找所须采购的产品,输入产品名或产品代号或直接点选其所要的产品图像,则会自动将该产品的规格、价格及供应商全部列出;(a) Enter the company's product advanced search to find the product to be purchased, enter the product name or product code or directly click the desired product image, and all specifications, prices and suppliers of the product will be automatically listed out;
(b)从所列出的产品资料中选择所要的产品项目;(b) Select the desired product item from the listed product information;
(c)将所选择的产品项目存入产品询议价单中;(c) Save the selected product item into the product inquiry list;
(d)若产品选择尚未完成则重复步骤(a)至(c),若已选择完成则执行步骤(e);(d) If the product selection has not been completed, repeat steps (a) to (c), if the selection has been completed, perform step (e);
(e)选择是否将询议价单送至供应商询议价,若要,则执行采购议价系统。否则,直接将询议价单转成采购单而执行采购单管理系统。(e) Choose whether to send the inquiry and negotiation list to the supplier for inquiry and negotiation, and if yes, execute the procurement negotiation system. Otherwise, directly convert the inquiry and negotiation list into a purchase order and execute the purchase order management system.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该采购议价管理系统的交易方法执行步骤包括:In the aforementioned computer-based online transaction method and system that integrates enterprise procurement and sales, the execution steps of the transaction method of the procurement bargaining management system include:
(a)将所有储存的询议单列表出来;(a) list all stored inquiries;
(b)选择所要询议价的询议价单;(b) Select the price inquiry list to be negotiated;
(c)公司更改询议价单中的产品数量及价格,若第一次询议价则不更改内容直接跳至步骤(d);(c) The company changes the quantity and price of the products in the price inquiry list. If it is the first price inquiry, skip to step (d) without changing the content;
(d)确认询议价单的内容无误后,送出询议价;(d) After confirming that the content of the inquiry and negotiation list is correct, send the inquiry and negotiation;
(e)供应商收到询议价通知后,则去看询议价单是否能接受;若接受,则直接将其询议价单转换成采购单,而执行采购单管理系统;否则执行步骤(f);(e) After the supplier receives the price inquiry notice, he will check whether the price inquiry form is acceptable; if accepted, he will directly convert his price inquiry form into a purchase order and execute the purchase order management system; otherwise, perform step (f) ;
(f)供应商更改询议价单上的产品数量及价格;(f) The supplier changes the quantity and price of the products on the inquiry list;
(g)确认询议价单内容无误后,将询议价单送给公司;(g) After confirming that the content of the price inquiry list is correct, send the price inquiry list to the company;
(h)当公司收到供应商询议价单后,可依其规格内容及价格进行再议价动作,此时则至步骤(c);若公司接受供应商的询议价单中所列内容,则直接将其询议价单转换成采购单,而执行采购单管理系统。(h) After the company receives the supplier's inquiry and negotiation list, it can conduct re-negotiation according to its specifications and prices, and then go to step (c); if the company accepts the contents listed in the supplier's inquiry and negotiation list, then Directly convert its inquiry and negotiation list into a purchase order, and implement the purchase order management system.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该在询议价的过程中可随时进行新的产品项目采购动作而执行采购询价系统。The aforementioned computer-based online transaction method and system integrating enterprise procurement and sales, wherein the purchase action of new product items can be carried out at any time during the process of inquiry and negotiation to implement the procurement inquiry system.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该步骤(d)送出询议价时会自动通知询议价单中所列的一个或一个以上的产品供应商,要求每一供应商来报价及议价。In the aforementioned computer-based online transaction method and system that integrates enterprise procurement and sales, in step (d) when the inquiry and negotiation is sent, one or more product suppliers listed in the inquiry and negotiation list will be automatically notified, and each supplier is required to come Quotation and negotiation.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该采购单管理系统的交易方法执行步骤包括:In the aforementioned computer-based online transaction method and system for integrating enterprise procurement and sales, the execution steps of the transaction method of the purchase order management system include:
(a)将所有的采购单列表出来;(a) List all purchase orders;
(b)选择所要的采购单;(b) select the desired purchase order;
(c)确认采购单的内容是否正确,若正确则送出至供应商;(c) Confirm whether the content of the purchase order is correct, and if correct, send it to the supplier;
(d)确认采购单的状态,该状态包括:厂商是否收到此份采购单,或产品是否已送到或帐款是否已付;(d) Confirm the status of the purchase order, which includes: whether the manufacturer has received the purchase order, or whether the product has been delivered or the account has been paid;
(e)若供应商未接受到此份采购单,则重复步骤(a)到(c);若产品尚未送到则送通知给供应商送货或通知物流系统去收货;若帐款尚未付清则通知会计或银行付款;(e) If the supplier has not received the purchase order, repeat steps (a) to (c); if the product has not been delivered, send a notification to the supplier to deliver the goods or notify the logistics system to receive the goods; if the account has not yet If it is paid off, notify the accountant or bank to pay;
(f)若步骤(d)的状态皆是完成,则这份采购交易即已完成。(f) If the statuses of step (d) are all completed, the purchase transaction is completed.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该步骤(d)确认状态时会去判断交易双方是否有取消订采购单的动作,若有,则取消采购交易。In the aforementioned computer-based online transaction method and system for integrating enterprise procurement and sales, when confirming the status in step (d), it will be determined whether the transaction parties have canceled the purchase order, and if so, the purchase transaction will be cancelled.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该销售报价系统的交易方法执行步骤包括:The aforementioned computer online transaction method and system integrating enterprise procurement and sales, wherein the execution steps of the transaction method of the sales quotation system include:
(a)客户进入公司产品进阶搜寻中,去寻找所要购买的产品,输入产品名或直接点选其所要的产品图像,则自动将该产品的规格、价格全部列出;(a) The customer enters the advanced search of the company's products to find the product to be purchased, enters the product name or directly clicks the image of the product he wants, and all the specifications and prices of the product will be automatically listed;
(b)客户从所列出的产品资料中选择所要的产品项目;(b) The customer selects the desired product item from the listed product information;
(c)客户将所选择的产品项目存入产品报议价单中;(c) The customer saves the selected product item in the product quotation list;
(d)若产品选择尚未完成则重复步骤(a)至(c),否则执行步骤(e);(d) If the product selection has not been completed, repeat steps (a) to (c), otherwise execute step (e);
(e)执行销售议价管理系统。(e) Implement sales negotiation management system.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该销售议价管理系统的交易方法执行步骤包括:The aforementioned computer-based online transaction method and system that integrates enterprise procurement and sales, wherein the execution steps of the transaction method of the sales bargaining management system include:
(a)将所有储存的报议价单列表出来;(a) List all stored quotations;
(b)选择所要议价的报议价单;(b) Select the price list to be negotiated;
(c)公司更改报议价单中的产品数量及价格;(c) The company changes the quantity and price of the products in the quotation list;
(d)确认报议价单的内容无误后,送出报价单给客户;(d) After confirming that the content of the quotation and negotiation list is correct, send the quotation to the customer;
(e)当客户收到报议价通知后,则去看报议价单是否能接受;若接受则直接将其报议价单转换成订购单而执行销售订单管理系统;否则执行步骤(f)。(e) When the customer receives the price quotation notification, he checks whether the price quotation is acceptable; if accepted, directly converts the price quotation into a purchase order and executes the sales order management system; otherwise, executes step (f).
(f)客户更改报议价单上的产品数量及价格;(f) The customer changes the quantity and price of the products on the quotation list;
(g)确认报议价单内容无误后,送出报议价单给公司。(g) After confirming that the content of the quotation and negotiation is correct, send the quotation and negotiation to the company.
(h)当公司收到客户的报议价单后,公司是否接受这份报议价单,若不接受则再到步骤(c);否则直接将其报议价单转换成订购单而执行销售订单管理系统。(h) After the company receives the customer's price quotation, whether the company accepts the price quotation, if not, go to step (c); otherwise, directly convert the price quotation into a purchase order and implement sales order management system.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该报议价的过程中,顾客可随时进行新的产品项目采购动作而去执行销售报议价系统。In the aforementioned computerized online transaction method and system integrating enterprise procurement and sales, during the price negotiation process, customers can purchase new product items at any time to implement the sales report negotiation system.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该销售订购单管理系统的交易方法执行步骤包括:The aforementioned computer online transaction method and system integrating enterprise procurement and sales, wherein the execution steps of the transaction method of the sales order management system include:
(a)将所有的销售订购单列表出来;(a) list all sales purchase orders;
(b)选择需要处理的销售订购单;(b) select the sales purchase order to be processed;
(c)确认销售订购单的内容是否正确;(c) confirm whether the contents of the sales purchase order are correct;
(d)确认销售订购单的状态,该状态包括:订购单是否已处理,或产品是否已送出或帐款是否已收到;(d) confirm the status of the sales purchase order, which status includes whether the purchase order has been processed, or whether the product has been shipped or the account has been received;
(e)若销售人员未处理到此份订购单,则重复步骤(a)到(d);若产品尚未送出则通知供应商送货或通知物流系统去送货;若帐款尚未付清则通知会计或银行收款;(e) If the salesperson has not processed the purchase order, repeat steps (a) to (d); if the product has not been delivered, notify the supplier to deliver the goods or notify the logistics system to deliver the goods; if the account has not been paid, then Notify the accountant or bank to receive the payment;
(f)若步骤(d)的状态皆是完成,则销售交易即已完成。(f) If the statuses of step (d) are all completed, the sales transaction is completed.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中步骤(d)确认状态时会自动判断交易双方是否有取消销售订购单的动作,若有,则取消订购交易。In the above computerized online transaction method and system for integrating enterprise procurement and sales, when confirming the status in step (d), it will automatically determine whether the transaction parties have canceled the sales order, and if so, cancel the order transaction.
前述的整合企业采购及销售的电脑网上交易方法及系统,当有采购或销售的交易完成时,则会自动通知会计人员及仓管人员登入企业网站,进入帐款及物流管理系统,执行银行与物流管理系统,该银行与物流管理系统执行步骤包括:The above-mentioned computer online transaction method and system integrating enterprise purchase and sales, when a purchase or sale transaction is completed, will automatically notify the accounting personnel and warehouse management personnel to log in to the enterprise website, enter the account and logistics management system, and execute the bank and logistics management system. For the logistics management system, the bank and the logistics management system perform steps including:
(a)选择有登录的银行或物流中心;(a) Select a registered bank or logistics center;
(b)将完成的交易资料用电子邮件通知银行或物流中心,要求银行付款或要求物流中心送货;(b) Notify the bank or logistics center of the completed transaction information by email, request the bank to pay or request the logistics center to deliver;
(c)付完款或送完货,则立即通知会计及仓管人员记录相关资料。(c) After the payment is completed or the goods are delivered, the accounting and warehouse management personnel will be notified immediately to record the relevant information.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该应付帐款管理系统的执行步骤包括:According to the aforementioned computer-based online transaction method and system for integrating enterprise procurement and sales, the execution steps of the accounts payable management system include:
(a)进入应付帐款进阶搜寻中,依需求直接去搜寻采购交易记录;(a) Enter into the advanced search of accounts payable, and directly search for purchase transaction records according to requirements;
(b)将其记录的应付帐款结果产生报表。(b) Generate a report of the accounts payable result recorded by it.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该应收帐款管理系统的执行步骤包括:In the aforementioned method and system for computer online transactions that integrate enterprise procurement and sales, the execution steps of the accounts receivable management system include:
(a)进入应收帐款进阶搜寻,依需求直接去搜寻销售交易记录;(a) Enter the advanced search of accounts receivable, and directly search for sales transaction records according to the needs;
(b)将其记录的应收帐款结果产生报表。(b) Generate a statement of the results of the accounts receivable recorded by it.
前述的整合企业采购及销售的电脑网上交易方法及系统,其中该报表分析管理系统的执行步骤包括:In the aforementioned computer-based online transaction method and system integrating enterprise procurement and sales, the execution steps of the report analysis management system include:
(a)选择报表的种类,该种类包括:公司产品损益的报表、公司资产报表,公司营运毛利报表,公司净利报表;(a) Select the type of report, which includes: the company's product profit and loss report, the company's asset report, the company's operating gross profit report, and the company's net profit report;
(b)进阶搜寻交易记录,并计算其结果;(b) Advanced search transaction records and calculate the results;
(c)将其记录及计算结果产生报表。(c) Generate reports for its records and calculation results.
本发明能够提供精简的采购流程及公开询议价的资讯,达到降低成本、节省人力管销费用的功效,且可提升业务销售的管理效率,运用网际网络打开国际市场,以提高公司产品销售及创造企业利润,借由网站的方式结合企业内部与上游(供应商)及下游(顾客)的资源达到进货、销售及库存管理的功效,对上游(供应商)及下游(顾客)的资料快速地进行分析与作出决策建议功能。The present invention can provide streamlined procurement process and open consultation and negotiation information, achieve the effect of reducing costs and saving manpower management and marketing expenses, and can improve the management efficiency of business sales, use the Internet to open up the international market, so as to improve the company's product sales and creativity. Enterprise profit, by means of the website, combining the enterprise's internal and upstream (suppliers) and downstream (customers) resources to achieve the effect of purchase, sales and inventory management, and quickly carry out upstream (suppliers) and downstream (customers) data Analysis and decision-making suggestion function.
为能进一步了解本发明的技术内容、特点及功效,兹例举以下较佳实施例,并配合附图详细说明如下:In order to further understand the technical content, characteristics and effects of the present invention, the following preferred embodiments are exemplified, and detailed descriptions are as follows in conjunction with the accompanying drawings:
图1为本发明网络商务的架构示意图。FIG. 1 is a schematic diagram of the network commerce architecture of the present invention.
图2为本发明整合采购及销售的电脑网上交易系统主架构方块图。Fig. 2 is a block diagram of the main structure of the computer online trading system integrating procurement and sales of the present invention.
图3A为本发明采购询价的步骤流程图。Fig. 3A is a flow chart of the steps of procurement inquiry in the present invention.
图3B为本发明采购议价的步骤流程图。Fig. 3B is a flow chart of the steps of the purchase negotiation in the present invention.
图3C为本发明采购单管理系统的步骤流程图。FIG. 3C is a flow chart of the steps of the purchase order management system of the present invention.
图4A为本发明销售报价的步骤流程图。Fig. 4A is a flow chart of the steps of sales quotation in the present invention.
图4B为本发明销售议价的步骤流程图。Fig. 4B is a flow chart of the steps of sales bargaining in the present invention.
图4C为本发明销售订单管理系统的步骤流程图。FIG. 4C is a flow chart of the steps of the sales order management system of the present invention.
图5A、B、C为本发明企业主进行付帐、收帐及送货管理的步骤流程图。5A, B, and C are flow charts of the steps of payment, collection and delivery management by the business owner of the present invention.
图6为本发明企业主由采购报表及销售报表进行分析管理的步骤流程图。Fig. 6 is a flow chart of steps for the business owner to analyze and manage the purchase report and the sales report in the present invention.
请参阅图1所示,本发明于企业内部的伺服器主机1中架设一企业网站2,该企业网站可让企业主通过网际网络3与任一供应商4进行采购交易及与任一顾客5进行销售交易。每一供应商4及每一顾客5亦可通过电脑与网际网络3相联后,进入企业网站2与企业进行商务交易。本发明的企业网站所使用的网页格式是HTML、JAVA SCRIPT、SQL及JSP等语言所撰写而成,包括分散式架构、物件导向技术及互动式使用界面等等。而本发明所使用的上网硬件包括电脑、数据机、xDSL数据机、缆线数据机、数据专线等等,上网软件包括网页浏览器,邮寄收发器等。Please refer to shown in Fig. 1, the present invention sets up an enterprise website 2 in the server mainframe 1 inside the enterprise, this enterprise website can allow business owners to carry out purchasing transactions with any supplier 4 and with any customer 5 through the Internet 3 Make a sale transaction. Each supplier 4 and each customer 5 can also enter the enterprise website 2 to conduct business transactions with the enterprise after being connected to the Internet 3 through a computer. The web page format used by the enterprise website of the present invention is written in languages such as HTML, JAVA SCRIPT, SQL and JSP, including distributed architecture, object-oriented technology and interactive user interface and so on. The Internet access hardware used in the present invention includes computers, modems, xDSL modems, cable modems, dedicated data lines, etc., and the Internet access software includes web browsers, mail transceivers, and the like.
请参阅图2所示,本发明是在企业内的伺服器主机1上架设一企业网站2,该企业网站2上除了有一般企业资料、产品资讯外,主要有一个公司交易系统10,该系统10能够让公司内部的员工上网执行采购、销售、帐款处理及报表分析等的业务工作,亦可让数个供应商4上网登录其基本资料及所销售的产品,亦可让数个顾客5上网购买企业所销售的产品。本发明不论是公司内部员工或任一供应商或任一顾客,第一次上网登录后,本发明即可自动将其资料储存于伺服器主机中,第二次上网时不须再次输入基本资料,即可执行其业务动作。Please refer to shown in Fig. 2, the present invention is to set up an enterprise website 2 on the server main frame 1 in the enterprise, on this enterprise website 2 except general enterprise data, product information, mainly have a company transaction system 10, this system 10 It can allow employees within the company to perform business tasks such as purchasing, sales, account processing, and report analysis on the Internet. It can also allow several suppliers 4 to log in their basic information and products sold online, and it can also allow several customers 5 Buy products sold by businesses online. Whether it is an internal employee of the company, any supplier or any customer, after logging in for the first time, the present invention can automatically store its data in the server host, and there is no need to input basic data again when surfing the Internet for the second time , you can execute its business actions.
本发明的公司交易系统包括:一个供应商交易管理系统11、一个客户交易管理系统21、一个帐款及物流管理系统31以及一个报表分析管理系统41。其中供应商交易管理系统11主要在执行企业内部的采购业务,该供应商交易管理系统11尚包括:一个采购询议价系统12、一个采购议价系统13以及一个采购单管理系统14。因采购所面对的交易对象为供应商,故本发明会自动搜寻供应商所销售的产品,自动对每一个供应商做询议价及下单的动作,而不须针对每一个供应商作相同的动作。故本发明可大幅减低采购的时间及降低人力成本。The company transaction system of the present invention includes: a supplier transaction management system 11 , a customer transaction management system 21 , an account and logistics management system 31 and a statement
本发明的公司交易系统10中的客户交易管理系统21主要在执行企业产品的销售业务,该客户交易管理系统21尚包括:一个销售报价系统22、一个销售议价系统23、一销售订购单管理系统24。因企业销售的对象可能是公司亦可能是个人,所以本发明亦针对公司大量采购可进行报价、议价及订单执行管理的动作。The customer transaction management system 21 in the company transaction system 10 of the present invention is mainly performing the sales business of enterprise products, and the customer transaction management system 21 also includes: a sales quotation system 22, a sales bargaining system 23, and a sales order management system twenty four. Since the target of an enterprise's sales may be a company or an individual, the present invention can also manage the quotation, bargaining and order execution for the company's bulk purchase.
本发明的帐款及物流处理系统31是专门处理公司产品货物的运送管理及跟银行往来的帐户管理,亦处理对供应商的应付帐款管理及对客户的应收帐款的催收管理等等,该帐款及物流处理系统31尚包括:一个银行与物流管理系统32、一个应付帐款管理系统33以及一个应收帐款管理系统34。The account and logistics processing system 31 of the present invention is dedicated to handling the delivery management of the company's products and goods and the account management with the bank, and also handles the management of accounts payable to suppliers and the collection management of accounts receivable from customers, etc. , the accounts and logistics processing system 31 also includes: a bank and
本发明的报表分析管理系统41,是专门整合企业内采购产品的报表及企业内产品销售的报表进行分析,除有产品统计分析外亦包含帐款分析、时效分析等等,可帮助企业主在最迅速的时间内作出最佳的决策,并调整企业的运作模式,达到企业竞争的优势地位。The report analysis and
请参阅图3A所示,当企业主需采购产品时直接使用电脑登入企业网站2,进入供应商交易管理系统11中,执行采购询价系统12,该采购询价系统12的执行步骤包括:Please refer to FIG. 3A, when the business owner needs to purchase products, he directly uses a computer to log in to the enterprise website 2, enters the supplier transaction management system 11, and executes the
(a)首先进入公司产品进阶搜寻121中,去寻找所须采购的产品,而所有的产品及其供应商皆早已储存于伺服器主机1中,采购人员只需输入产品名或产品代号或直接点选其所要的产品图象,则本发明会自动将该产品的规格、价格及供应商全部列出。(a) First enter the company's product
(b)从所列出的产品资料中依规格、价格或供应商来选择所要的产品项目122。(b) Select the desired
(c)将所选择的产品项目存入产品询议价单中,并储存于伺服器主机1中123。(c) Store the selected product item in the product inquiry list, and store it in the server mainframe 1 123 .
(d)若产品选择尚未完成则重复步骤(a)至(c),若已选择完成则执行步骤(e)124。(d) If the product selection has not been completed, repeat steps (a) to (c), if the product selection has been completed, execute step (e) 124 .
(e)选择是否将询议价单送至供应商询议价125,若要询议价则进入采购议价系统13中执行。若不询议价则直接将询议价单转成采购单并储存于伺服器主机1中,而执行采购单管理系统14。(e) Choose whether to send the inquiry and negotiation list to the supplier inquiry and
请参阅图3B所示,本发明采购议价管理系统执行步骤包括:Please refer to FIG. 3B, the implementation steps of the procurement bargaining management system of the present invention include:
(a)将伺服器主机1中所有储存的询议价单列表出来131。(a) List 131 all the price inquiry lists stored in the server mainframe 1 .
(b)让采购人员可以选择所要询议价的询议价单132。(b) Allow purchasing personnel to select the price inquiry and negotiation list 132 to be negotiated.
(c)采购人员更改询议价单中的产品数量及价格133,若第一次询议价则不更改内容直接跳至步骤(d)。(c) The purchaser changes the product quantity and price 133 in the price inquiry list, and skips to step (d) without changing the content if the price is the first inquiry.
(d)确认询议价单的内容无误后,送出询议价134,同时将询议价单储存于伺服器主机1中。本发明则会自动通知询议价单中所列的一个或一个以上的产品供应商,要求每一供应商来报价及议价。(d) After confirming that the content of the price inquiry list is correct, send the price inquiry 134 and store the price inquiry list in the server host 1 at the same time. The present invention will automatically notify one or more product suppliers listed in the price inquiry list, requiring each supplier to quote and negotiate.
(e)当供应商收到询议价通知后,则登入企业网站去看所要询议价的询议价单,是否能接受这一份询议价单135。若接受则直接将其询议价单转换成采购单并储存于伺服器主机1中,而执行采购单管理系统14。若不接受则执行步骤(f)。(e) After the supplier receives the price inquiry notification, he logs into the enterprise website to see the price inquiry form to be consulted and see whether he can accept the price inquiry form 135 . If accepted, its inquiry and negotiation list is directly converted into a purchase order and stored in the server host 1, and the purchase
(f)供应商更改询议价单上的产品数量及价格136。(f) The supplier changes the product quantity and price 136 on the inquiry and negotiation list.
(g)确认询议价单内容无误后,送出询议价单给企业采购人员137,并将其询议价单储存于伺服器主机11中。(g) After confirming that the content of the price inquiry list is correct, send the price inquiry list to the purchaser 137 of the enterprise, and store the price inquiry list in the server host 11 .
(h)当采购人员收到一个或一个以上的供应商询议价单后,采购人员可依其规格内容及价格进行再议价操作138,此时则至步骤(c)。若采购人员接受某一个供应商的询议价单中所列内容,则直接将其询议价单转换成采购单并储存于伺服器主机中,而执行采购单管理系统14。(h) After the procurement staff receives one or more suppliers' inquiry and negotiation lists, the procurement staff can conduct re-negotiation operation 138 according to their specifications and prices, and then go to step (c). If the purchaser accepts the content listed in the price inquiry list of a certain supplier, the price inquiry list is directly converted into a purchase order and stored in the server mainframe, and the purchase
(i)若在询议价的过程中,亦可随时进行新的产品项目采购操作120。此时则去执行采购询议价系统12。(i) In the process of inquiry and negotiation, new product item procurement operation 120 can also be carried out at any time. Then go to carry out purchase
请参阅图3C所示,本发明采购单管理系统14其执行步骤包括:Please refer to FIG. 3C, the execution steps of the purchase
(a)将伺服器主机1中所有的采购单列表出来141。(a) List all purchase orders in the server host 1 141 .
(b)采购人员选择须要的采购单142。(b) The purchaser selects the required
(c)确认采购单的内容是否正确143,若正确则送出至供应商。(c) Confirm whether the content of the purchase order is correct 143, and send it to the supplier if it is correct.
(d)确认采购单的状态,该状态包括:厂商是否收到此份采购单,或产品是否已送到或帐款是否已付等等的状态144。(d) Confirm the status of the purchase order, which includes: whether the manufacturer has received the purchase order, or whether the product has been delivered or the account has been paid, etc.
(e)若供应商未接受到此份采购单,则重复步骤(a)到(c)145;若产品尚未送到则通知供应商送货或通知物流系统去收货;若帐款尚未付清则通知会计或银行付款。(e) If the supplier has not received the purchase order, repeat steps (a) to (c) 145; if the product has not been delivered, notify the supplier to deliver the goods or notify the logistics system to receive the goods; if the account has not been paid Inform the accountant or bank to make the payment.
(f)若步骤(e)的动作皆完成则这份采购交易即已完成146。(f) If all the actions in step (e) are completed, the purchase transaction is completed 146 .
(g)在步骤(d)确认状态时本发明会自动去判断交易双方是否有取消订单的动作147,若有则执行步骤(h)。(g) When the status is confirmed in step (d), the present invention will automatically judge whether the transaction parties have the action of canceling the
(h)取消采购交易148。(h) Cancel
请参阅图4A所示,为本发明销售报价的步骤流程图。同样地当顾客要购买公司产品时,亦直接使用电脑登入企业网站2,进入客户交易管理系统21中,执行销售报价系统22,该销售报价系统22的执行步骤包括:Please refer to FIG. 4A , which is a flow chart of the steps of sales quotation in the present invention. Similarly, when a customer wants to purchase the company's products, he also directly uses a computer to log in to the enterprise website 2, enters the customer transaction management system 21, and executes the sales quotation system 22. The execution steps of the sales quotation system 22 include:
(a)首先顾客进入公司产品进阶搜寻221中,去寻找所要购买的产品,而公司内所有的产品皆早已储存于伺服器中,客户只需输入产品名或直接点选其所要的产品图像,则本发明会自动将该产品的规格.价格全部列出。(a) First, the customer enters the company's product advanced search 221 to find the product to be purchased, and all the products in the company are already stored in the server, the customer only needs to input the product name or directly click on the product image he wants , the present invention will automatically list all specifications and prices of the product.
(b)从所列出的产品资料中依规格来选择所要的产品项目222。(b) Select the desired product item 222 by specification from the listed product information.
(c)将所选择的产品项目存入产品报议价单中,并储存于伺服器主机中223。(c) Store the selected product item in the product quotation and price list, and store it in the server mainframe 223 .
(d)若产品选择尚未完成则重复步骤(a)至(c),若已选择完成则执行步骤(e)224。(d) If the product selection has not been completed, repeat steps (a) to (c), if the product selection has been completed, execute step (e) 224 .
(e)选择产品完毕后则执行销售议价管理系统225。(e) After the product is selected, the sales negotiation management system 225 is executed.
请参阅图4B所示,当本发明有收到客户的报议价单时立即通知企业销售人员,要求销售人员登入企业网站进行销售产品的议价动作。该销售议价管理系统23其执行步骤包括:Please refer to FIG. 4B , when the present invention receives the customer's price quotation list, it immediately notifies the sales personnel of the enterprise, and requires the sales personnel to log in to the enterprise website to perform the bargaining action of selling products. Its execution steps of this sales negotiation management system 23 include:
(a)将伺服器主机1中所有储存的报议价单列表出来231。(a) List all price quotations stored in the server host 1 231 .
(b)销售人员选择所要议价的报议价单232。(b) The salesperson selects the
(c)销售人员更改报议价单中的产品数量及价格233。(c) The salesperson changes the quantity and price of the products in the
(d)确认报议价单的内容无误后,送出报价单给客户234,同时将报议价单储存于伺服器主机1中。(d) After confirming that the content of the quotation and negotiation is correct, send the quotation to the
(e)当顾客收到报议价通知后,则去看报议价单是否能接受这一份报议价单235。若接受则直接将其报议价单转换成订购单并储存于伺服器主机1中,而执行销售订购单管理系统24。若不接受则执行步骤(f)。(e) After the customer receives the price negotiation notice, he checks whether the price quotation list can accept the
(f)顾客更改报议价单上的产品数量及价格236。(f) The customer changes the product quantity and
(g)确认报议价单内容无误后,送出报议价单给企业销售人员237,并将其报议价单储存于伺服器主机1中。(g) After confirming that the content of the quotation and negotiation is correct, send the quotation and negotiation to the
(h)当销售人员收到客户的报议价单后,销售人员决定是否接受这份报议价单238,若不接受则再到步骤(c)。若销售人员接受客户报议价单中所列内容,则直接将其报议价单转换成订购单并储存于伺服器主机1中,而执行销售订单管理系统24。(h) After the salesman receives the price quotation from the customer, the salesperson decides whether to accept the
(i)若在报议价的过程中,顾客可随时进行新的产品项目采购动作220。此时则去执行销售报议价系统22。(i) If in the process of quoting and negotiating prices, the customer can carry out the
请参阅图4C所示,本发明销售订购单管理系统24执行步骤包括:Referring to Fig. 4C, the execution steps of the sales
(a)将伺服器主机1中所有的订购单列表出来241。(a)
(b)销售人员选择需要处理的订购单242。(b) The salesperson selects the
(c)确认销售订购单的内容是否正确243。(c) Confirm whether the contents of the sales purchase order are correct or not 243 .
(d)确认销售订购单的状态,该状态包括:销售人员是否已处理这份订购单,或产品是否已送出或帐款是否已收到等等的状态244。(d) Confirm the status of the sales purchase order, which includes: whether the salesperson has processed the purchase order, or whether the product has been delivered or the account has been received, etc.
(e)若销售人员未处理到此份订购单,则重复步骤(a)到(c)245;若产品尚未送出则通知供应商送货或通知物流系统去送货;若帐款尚未付清则通知会计或银行收款。(e) If the salesperson has not processed the purchase order, repeat steps (a) to (c) 245; if the product has not been delivered, notify the supplier to deliver the product or notify the logistics system to deliver the product; if the account has not been paid Then notify the accountant or bank to collect the money.
(f)若步骤(e)的动作皆完成则这份销售交易即已完成246。(f) If all the actions in step (e) are completed, the sales transaction is completed 246 .
(g)在步骤(d)确认状态时本发明会自动去判断交易双方是否有取消订购单的动作247,若有则执行步骤(h)。(g) When the status is confirmed in step (d), the present invention will automatically judge whether the transaction parties have the action of canceling the
(h)取消采购交易148。(h) Cancel
请参阅图5A、B、C所示,本发明不论完成采购或销售的作业时,即会通知会计及仓管等相关人员去执行后续的作业。如图5A所示当有交易完成时,则本发明会自动通知会计人员及仓管人员登入企业网站,进入帐款及物流管理系统31,执行银行与物流管理系统32,该银行与物流管理系统32执行步骤包括:(a)选择伺服器主机1中有登录的银行或物流中心321。(b)将完成的交易资料用电子邮件通知银行或物流中心322,要求银行付款或要求物流中心送货。(c)付完款或送完货,则立即通知会计及仓管人员记录相关资料323。Please refer to FIG. 5A, B, and C. When the present invention completes the purchase or sales operation, it will notify relevant personnel such as accountants and warehouse managers to perform follow-up operations. As shown in Figure 5A, when a transaction is completed, the present invention will automatically notify accountants and warehouse management personnel to log in to the enterprise website, enter the account and logistics management system 31, and execute the bank and
如图5B所示,本发明可依需求产生应付帐款日报表、周报表、月报表、季报表或年报表等等,会计人员可登入企业网站,进入帐款及物流管理系统31,执行应付帐款管理系统33产生上述的应付帐款报表,该应付帐款管理系统33的执行步骤包括:(a)会计人员进入应付帐款进阶搜寻331中,依需求直接去搜寻每日的采购交易记录、一周的采购交易记录、一个月的采购交易记录、一季度的采购交易记录或一年的采购交易记录。(b)将其记录的应付帐款结果产生报表332。如图5C所示,同样,本发明可依需求产生应收帐款日报表、周报表、月报表、季度报表或年报表等等,会计人员可登入企业网站,进入帐款及物流管理系统31,执行应收帐款管理系统34产生上述的应收帐款报表,该应收帐款管理系统34的执行步骤包括:(a)会计人员进入应收帐款进阶搜寻341,依需求直接去搜寻每日的销售交易记录、一周的销售交易记录、一个月的销售交易记录、一季度的销售交易记录或一整年的销售交易记录。(b)将其记录的应收帐款结果产生报表342。As shown in Figure 5B, the present invention can generate accounts payable daily reports, weekly reports, monthly reports, quarterly reports or annual reports, etc., according to the needs, accountants can log in to the enterprise website, enter the accounts and logistics management system 31, and execute The accounts
请参阅图6所示,本发明可自动将采购及销售的交易资料进行分析,这样,可知何种产品比较畅销,何种产品毛利较高,公司整体的获利情形等等。本发明可让企业高层主管登入企业网站,并执行报表分析管理系统41,该报表分析管理系统的执行步骤包括:(a)选择报表的种类411,该种类包括:公司产品损益的报表、公司资产报表,公司营运毛利报表,公司净利报表等等。(b)进阶搜寻交易记录,并计算其结果412。(c)将其记录及计算结果产生报表413。Please refer to Fig. 6, the present invention can automatically analyze the purchase and sales transaction data, so that it can know which product is more popular, which product has higher gross profit, the company's overall profit situation and so on. The present invention can allow the senior executives of the enterprise to log into the enterprise website, and execute the statement
本发明整合采购及销售的电脑网上交易方法及系统的特点如下所述:The characteristics of the computer online transaction method and system integrating procurement and sales of the present invention are as follows:
1.本发明可精简采购流程、降低成本、节省人力管销费用,提升管理效率。1. The present invention can simplify the procurement process, reduce costs, save manpower management and sales costs, and improve management efficiency.
2.本发明可按企业实际需要,选择订制式的不同功能元件,产生进货、销售及库存流程电子式的目的。2. The present invention can select customized functional components according to the actual needs of the enterprise, so as to produce the electronic purpose of purchase, sales and inventory flow.
3.本发明可确实掌握现有客户及潜在客户,达到有效控管业绩的目标,并提升服务品质,以增强产业竞争力。3. The present invention can accurately grasp existing customers and potential customers, achieve the goal of effectively controlling performance, and improve service quality to enhance industrial competitiveness.
4.本发明利用即时的客户管理,与客户产生互动沟通,可确实控制销售行程及进度的安排。4. The present invention uses real-time customer management to generate interactive communication with customers, and can indeed control the arrangement of sales schedule and progress.
5.本发明可自动产生图表及报表,可针对客户的行为与消费模式进行判断与分析。5. The present invention can automatically generate charts and reports, and can judge and analyze customer behavior and consumption patterns.
以上所述,仅是本发明的较佳实施例而已,并非对本发明作任何形式上的限制,凡是依据本发明的技术实质对以上实施例所作的任何简单修改、等同变化与修饰,均仍属于本发明技术方案的范围内。The above are only preferred embodiments of the present invention, and are not intended to limit the present invention in any form. Any simple modifications, equivalent changes and modifications made to the above embodiments according to the technical essence of the present invention still belong to within the scope of the technical solutions of the present invention.
Claims (20)
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Cited By (8)
Publication number | Priority date | Publication date | Assignee | Title |
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CN101169862B (en) * | 2006-10-27 | 2011-07-20 | 宏瞻资讯股份有限公司 | System and method for business integration of bank branches |
CN102693484A (en) * | 2012-05-04 | 2012-09-26 | 金涛 | Enterprise one-stop procurement service system |
CN102982425A (en) * | 2011-06-06 | 2013-03-20 | 株式会社理光 | Printing system, partner selecting method, and storage medium |
CN103971280A (en) * | 2014-06-03 | 2014-08-06 | 深圳市宏海进出口有限公司 | Method and system for e-commerce transactions |
CN106097605A (en) * | 2016-06-08 | 2016-11-09 | 湖南随手购电子商务有限公司 | A kind of fast fpc terminal intelligent cashier method |
CN107784450A (en) * | 2017-11-09 | 2018-03-09 | 美方总成国际有限公司 | Enterprise-to-enterprise supply chain integration system platform |
CN108109040A (en) * | 2017-12-21 | 2018-06-01 | 沈阳林科信息技术有限公司 | Flow product background management system |
CN109377320A (en) * | 2018-11-15 | 2019-02-22 | 深圳市福尔科技有限公司 | A kind of merchandise valuation method and system based on online trading |
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2001
- 2001-02-28 CN CN 01104500 patent/CN1373438A/en active Pending
Cited By (8)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
CN101169862B (en) * | 2006-10-27 | 2011-07-20 | 宏瞻资讯股份有限公司 | System and method for business integration of bank branches |
CN102982425A (en) * | 2011-06-06 | 2013-03-20 | 株式会社理光 | Printing system, partner selecting method, and storage medium |
CN102693484A (en) * | 2012-05-04 | 2012-09-26 | 金涛 | Enterprise one-stop procurement service system |
CN103971280A (en) * | 2014-06-03 | 2014-08-06 | 深圳市宏海进出口有限公司 | Method and system for e-commerce transactions |
CN106097605A (en) * | 2016-06-08 | 2016-11-09 | 湖南随手购电子商务有限公司 | A kind of fast fpc terminal intelligent cashier method |
CN107784450A (en) * | 2017-11-09 | 2018-03-09 | 美方总成国际有限公司 | Enterprise-to-enterprise supply chain integration system platform |
CN108109040A (en) * | 2017-12-21 | 2018-06-01 | 沈阳林科信息技术有限公司 | Flow product background management system |
CN109377320A (en) * | 2018-11-15 | 2019-02-22 | 深圳市福尔科技有限公司 | A kind of merchandise valuation method and system based on online trading |
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