TWI813510B - Order matching and follow-up system and method thereof - Google Patents

Abstract

An order matching and follow-up system and An order matching and follow-up method are provided. The order matching and follow-up system includes a storage device and a processor. The storage device stores multiple modules, and the multiple modules include an order acquisition module, an inventory matching module, an order updating module, and a push module. The processor is coupled to the storage device and executes the multiple modules. The order acquisition module acquires order information tables according to acquisition parameters. The inventory matching module matches the order information tables with inventory information to generate order allocation table. The order updating module updates the order information tables, and the push module generates an order summary information table according to the order information tables. The order summary information tables are related to in-stock order information, ready-to-ship order information, risk order information, and pre-shippable order information.

Description

Order matching and follow-up system and method therefor

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

With the division of labor in production management and order manufacturing becoming more refined, when business personnel want to follow up and understand whether a sales order is a deliverable order, they need to confirm with multiple departments to obtain clear order status information. At the same time, when the number of orders is large, the sales staff must selectively follow up on the order status. As a result, orders that are not selected and not followed up by the sales staff may run the risk of not being delivered as scheduled. In this regard, how to improve traditional methods to avoid excessive manpower consumption and unscheduled occurrences has always been an important issue in this field.

The invention is directed to an order matching and follow-up system and a method thereof, which can automatically obtain order information and automatically follow up order status through matching calculations, thereby effectively improving order processing and order follow-up efficiency.

The order matching and follow-up system of the present invention includes a storage device and a processor. The storage device stores multiple modules. The processor is coupled to the storage device and executes multiple modules. Multiple modules include order acquisition module, inventory matching module, order update module and push module. The order acquisition module obtains the order information table according to the acquisition parameters. The inventory matching module matches the order information table with inventory information to generate an order allocation table. The order update module updates the order information table, and the push module generates an order summary information table based on the order information table.

The order matching and follow-up method of the present invention includes the following steps: obtaining the order information table according to the acquisition parameters through the order acquisition module; matching the order information table with the inventory information through the inventory matching module to generate an order allocation table; using the order update module The group updates the order information table; and uses the push module to generate an order summary information table related to in-stock order information, shippable order information, risky order information, and order shippable information in advance based on the order information table.

Based on the above, the order matching and follow-up system and method of the present invention can automatically capture the order information table according to the acquisition parameters, and automatically perform matching calculations based on the data about the order information table to generate an order summary information table based on the matching results.

In order to make the above-mentioned features and advantages of the present invention more obvious and easy to understand, embodiments are given below and described in detail with reference to the accompanying drawings.

100: Order matching and follow-up system

110: Processor

120:Storage device

121: Order acquisition module

122:Inventory matching module

123: Order update module

1231: Order sorting unit

1232:Update unit

124:Push module

200:Terminal equipment

300:Data center

320:Database

S210~S240, S301~S314: steps

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

Figure 2 is a flow chart of an order matching and follow-up method according to an embodiment of the present invention.

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

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

Figure 1 is a schematic diagram of an order matching and follow-up system according to an embodiment of the present invention. Referring to FIG. 1 , the order matching and follow-up system 100 includes a processor 110 and a storage device 120 . The processor 110 is coupled to the storage device 120 . The storage device 120 stores multiple modules, and the multiple modules include an order acquisition module 121 , an inventory matching module 122 , an order update module 123 and a push module 124 . In this embodiment, the order matching and follow-up system 100 may be, for example, set up in a cloud server for users to connect and execute different application programming interfaces (Application Programming Interface, API) also set up in the cloud server. Related business service functions. The cloud server may be, for example, a Software as a Service (SaaS) server, and the application program interface corresponds to a SaaS application, but the invention is not limited thereto. Alternatively, in one embodiment, the order matching and follow-up system 100 can be set up in an enterprise resource planning (Enterprise Resource Planning, ERP) system running on a local server within the enterprise to provide relevant information through different application programming interfaces. Order management and matching functions (For example, management services such as generating sales order information tables, sales order status tables, sales order tables that meet shipping conditions, etc.).

In this embodiment, the processor 110 may include, for example, a central processing unit (CPU), or other programmable general-purpose or special-purpose microprocessor (Microprocessor) or digital signal processor (Digital Signal Processor). Processor (DSP), Application Specific Integrated Circuits (ASIC), Programmable Logic Device (PLD), other similar processing circuits or a combination of these devices. The storage device 120 may include a memory and/or a database, where the memory may be, for example, a non-volatile memory (NVM). The storage module 120 may store relevant programs, modules, systems or algorithms for implementing various embodiments of the present invention, for the processor 110 to access and execute to implement related functions and operations described in various embodiments of the present invention. In this embodiment, the order acquisition module 121, the inventory matching module 122, the order update module 123 and the push module 124 can be, for example, JSON (JavaScript Object Notation), Extensible Markup Language (Extensible Markup Language, XML). ) or YAML or the like, but the present invention is not limited thereto.

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

Figure 2 is a flow chart of an order matching and follow-up method according to an embodiment of the present invention. Referring to FIG. 1 and FIG. 2 , the order matching and follow-up system 100 can perform the following steps S210 to S240 to automatically generate corresponding execution results. In this embodiment, the user can input acquisition parameters into the order matching and follow-up system 100 to execute the order acquisition module 121 . In step S210, the processor 110 obtains the order information table according to the acquisition parameters through the order acquisition module 121. In step S220, the processor 110 matches the order information table with the inventory information through the inventory matching module 122 to generate an order allocation table. In this embodiment, the order acquisition module 121 can acquire orders according to the acquisition parameters set by the user. Get the parameters (that is, get the order rules and scope settings) and perform a data request to the database to obtain the order information table. The inventory matching module 122 can perform matching according to the order information table and the corresponding set of information in the database/storage device 120 (such as at least one of in-process data, in-transit data, and sales data) to generate an order allocation table.

In step S230, the processor 110 may update the order information table through the order update module 123. In this embodiment, when the order status of the order allocation table has a gap, the update module 123 updates the order status in the order information table according to the update instruction. In this embodiment, the update instruction may be, for example, the coordination result of offline confirmation and coordination between the person in charge (such as the production management personnel or the task leader) and the production department. In step S240, the processor 110 may generate an order summary information table according to the order information table through the push module 124. In this embodiment, the push module 124 generates an order summary information table based on the updated order information table. That is to say, the push module 124 generates corresponding task cards for orders that can be shipped/can be delivered on schedule, and then presents the data in the form of task cards to execution personnel (such as business personnel or sales personnel) for viewing.

In this way, the order matching and follow-up system 100 and its method of the present invention can automatically obtain/detect the sales order information in the database according to the acquisition parameters, and can according to the in-process, in-transit and sales data corresponding to the sales order information. Matches are made to automatically generate shippable order task cards. In this way, the order matching and follow-up system 100 can improve the previous problem of manually interrogating and coordinating with each department one by one, resulting in the inability to respond and confirm in time. At the same time, the order information and status can be completely presented to the organizer for confirmation in the form of a task card.

Figure 3 is the execution of the order matching and follow-up system according to an embodiment of the present invention. Schematic diagram. Referring to FIG. 1 and FIG. 3 , the order update module 123 includes an order sorting unit 1231 and an update unit 1232 . In step S301, the user sets timing detection sales order parameters (ie, obtains parameters) by operating the terminal device 100. The parameters for regularly detecting sales orders may be, for example, basic data settings, order information settings for obtaining delivery range, periodicity and other setting parameters.

In step S302, the processor 110 enables timing detection according to timing detection sales order parameters. In this way, the processor 110 generates the corresponding request data to the database 320, and then receives the corresponding return data from the database 320. That is to say, the acquisition parameters may include sorting parameters and cycle parameters, and the processor 110 executes the order acquisition module 121 to send the requested data information to the database 320 of the data center 300 according to the cycle parameters. In one embodiment, the order acquisition module 121 can sort the order information table obtained from the database 320 according to the sorting parameters.

In another embodiment, the acquisition parameters also include an order information template. In this way, the order acquisition module 121 can generate an order information table based on the received order information based on the order information template. In one embodiment, the order acquisition module 121 inputs the order data into the order information template according to the settings in the order information template to generate an order information table that conforms to the order information template style.

In step S303, the order acquisition module 121 inputs the order information table to the inventory matching module 122. In step S304, the inventory matching module 122 performs inventory matching on the detected information (ie, the data obtained in step S302) according to the order information table, generates a maintenance production and sales consensus project card, and pushes the maintenance production and sales consensus project card to the terminal device 200 . Project cards and task cards can be, for example, a work assignment system/task management system notification information and processing instructions.

That is to say, the inventory matching module 122 first reads out all the supply calculation parameters that comply with the data rules set by the user according to the order information table for subsequent data matching. Specifically, the inventory matching module 122 obtains sales order data based on the order information table. In one embodiment, the inventory matching module 122 obtains corresponding item number data according to the order information table. That is, supply calculation parameters may include inventory data, data in process, and data in transit. Next, the inventory matching module 122 performs allocation calculations based on the item number data to generate allocation results. Furthermore, the inventory matching module 122 updates the order information table and generates an order allocation table according to the allocation results (for example, maintaining a production and sales consensus project card). The item number data is related to the attribute data, inventory data, and work order information of multiple item numbers (i.e., production work orders, work orders being manufactured, or work orders being scheduled). The allocation calculation is related to inventory allocation, work orders in progress, etc. Customized allocation and in-transit allocation, as well as the order summary information table related to in-stock order information, shippable order information, at-risk order information and order shippable information in advance.

For example, the inventory matching module 122 obtains the material list information, warehouse information, item number attribute information, and item number related to the order information table from the database 320/data center API in the data center 300 based on the data in the sales order. Inventory information, product number in-process work order information, product number in-transit purchase order information and other data. In this way, the inventory matching module 122 performs inventory allocation, in-process allocation, and in-transit allocation based on the order information table and the above data, and then writes the order information table according to the order number according to the allocation results and generates an order allocation table (such as a sales order allocation table, and Pushed to the terminal device 200) in the form of maintenance production and sales consensus project card. As a result, inventory The matching module 122 performs inventory allocation on the data in the order information table, and writes the results back to the sales order information table (i.e., order information table) and into the sales order allocation table (order allocation table).

In steps S305 and S306, the processor 110 may output the order information table and order allocation table written back by the inventory matching module 122 to the terminal device 200 by maintaining the production and sales consensus project card and the production and sales consensus task card, so as to For viewing by processing personnel (such as production management personnel or salesmen). In step S306, the order sorting unit 1231 may adjust the sorting of the order information table according to the display parameters and the order allocation table. In one embodiment, the display parameters may include a paging mechanism, and the order sorting unit 1231 may perform paging processing on the order allocation table and the order information table according to the paging mechanism, so as to present the order allocation table and the order information table through settings consistent with the display parameters.

In step S307, the user inputs the update instruction made after viewing and maintaining the production and sales consensus project card and the production and sales consensus task card into the update unit 1232 through the terminal device 200. In this way, after the production management personnel or salesperson coordinate offline with the production unit or inventory supply unit, the production management personnel issue an update instruction to update the risky order status. For example, when the production management personnel reach coordination with the production unit, the production management personnel will update the order status through the operating terminal device 200 with the coordinated order status. In step S308, the update unit 1232 updates the sales order information table (ie, the order information table) according to the update instruction. In one embodiment, the update command is related to information status. For example, the update unit 1232 can update the status of multiple orders in the order information table according to the update instruction, so as to update the status of risky/unshippable orders. Update the order status to shippable. In this way, through the inventory matching module 122 and the update unit 1232, the order matching and follow-up system 100 can automatically generate the order status of multiple order data, and send the order information (including order details and order status) through the terminal device 200 Provide confirmation to production management personnel, thereby improving order processing efficiency and user trust.

In step S309, the processor 110 detects the updated sales order information table, and inputs the updated sales order information table to the push module 124. In step S310, the push module 124 groups the order information table according to different states according to the update command issued in step S307 and the order information table detected in step S309 to calculate the quantity of each state. Moreover, the push module 124 groups the orders according to order status and performs push via project cards/task cards. Order status groupings can include shippable orders, exception confirmed orders, and exception pending orders. In other words, the push module 124 obtains a summary information table including order status and order data of each status according to the update command and the order allocation table.

In step S311, the push module 124 outputs the executed shippable order item card/task card to the terminal device 200, so as to push the shippable order item card/task card to the salesperson through the terminal device 200. In step S312, the push module 124 outputs the execution abnormal confirmed order item card/task card to the terminal device 200, so as to push the abnormal confirmed order item card/task card to the salesperson through the terminal device 200. Abnormally confirmed orders are order information where exceptions have occurred in multiple orders, but the exceptions have been resolved. In step S313, the push module 124 outputs the execution exception pending confirmation project card/task card to the terminal device 200, so that the execution exception pending confirmation is sent through the terminal device 200. Confirm that the project card/task card is pushed to the production management personnel or sales personnel.

In step S314, the salesperson obtains the latest status of the sales order and then executes shipment. When the order status is shippable, the order matching and follow-up system 100 automatically pushes the task card to the salesperson to provide shippable order details. In this way, through the push of the push module 124, the order matching and follow-up system 100 will send the list and order details of orders that can be shipped and are in stock (that is, orders with no risk of shipment) in the form of task cards through the terminal device. 200 is presented to business personnel for confirmation and execution.

In summary, the order matching and follow-up system 100 and its method of the present invention can automatically detect the sales order information in the database 320 according to the acquisition parameters, and can automatically match the order information table and inventory, work-in-progress and in-transit data. To obtain the order allocation table. The order matching and follow-up system 100 and its method of the present invention can update the order status of the order information table according to the status update result after actual confirmation and coordination by the person in charge, so as to effectively follow up the order processing status and automatically generate outputs. The order task card and order details of the goods.

Finally, it should be noted that the above embodiments are only used to illustrate the technical solution of the present invention, but not to limit it. Although the present invention has been described in detail with reference to the foregoing embodiments, those of ordinary skill in the art should understand that: The technical solutions described in the foregoing embodiments can still be modified, or some or all of the technical features can be equivalently replaced; and these modifications or substitutions do not deviate from the essence of the corresponding technical solutions from the technical solutions of the embodiments of the present invention. Scope.

100: Order matching and follow-up system

110: Processor

120:Storage device

121: Order acquisition module

122:Inventory matching module

123: Order update module

124:Push module

Claims (14)

An order matching and follow-up system includes: a storage device to store a plurality of modules; and a processor coupled to the storage device to execute the plurality of modules, wherein the plurality of modules include an order acquisition module , inventory matching module, order update module and push module, wherein the order acquisition module obtains the order information table according to the acquisition parameters, the inventory matching module matches the order information table with the inventory information, and matches The results are written back to the order information table and an order allocation table is generated, where the order allocation table includes notification information, processing instruction information or a combination thereof, where the order update module updates the order information table, and the push module The group generates an order summary information table based on the order information table, and the push module pushes the order allocation table to a terminal device, wherein the terminal device is used to view the order allocation table and issue an update instruction to the An order update module is used to update the order information table; wherein the order update module also includes: an order sorting unit, which adjusts the order information table according to the display parameters and the order allocation table, and an update unit, which adjusts the order information table according to the update The command updates the order information table. The order matching and follow-up system as described in request item 1, wherein the acquisition parameters include sorting parameters and cycle parameters, and the order acquisition module is Send request data information to the database according to the cycle parameter, and the order acquisition module sorts the order information table according to the sorting parameter. The order matching and follow-up system as described in request item 1, wherein the acquisition parameters include an order information template, and the order acquisition module generates the order information table based on the order information received by the order information template. The order matching and follow-up system as described in request item 1, wherein the inventory matching module obtains corresponding item number data based on the order information table, and the inventory matching module performs allocation calculations based on the item number data. To generate allocation results, and the inventory matching module updates the order information table and generates the order allocation table according to the allocation results. The order matching and follow-up system as described in request item 4, wherein the item number data is related to the attribute data, inventory data and work order information of multiple item numbers, and the allocation calculation is related to inventory allocation, work in progress Allocation and in-transit allocation, and the order summary information table is related to in-stock order information, shippable order information, at-risk order information, and order shippable information in advance. The order matching and follow-up system as described in request item 1, wherein the display parameter is related to the sorting parameter, wherein the order sorting unit adjusts the information sorting of the order information table according to the display parameter, and outputs the adjusted The order information table. The order matching and follow-up system of claim 1, wherein the update instruction is related to information status, and the update unit updates the status of multiple orders in the order information table according to the update instruction. An order matching and follow-up method, including: obtaining an order information table according to acquisition parameters through an order acquisition module; matching the order information table with inventory information through an inventory matching module, and writing the matching results back to the order information and generate an order allocation table, wherein the order allocation table includes notification information, processing instruction information, or a combination thereof; the order information table is updated through the order update module; and the order summary information is generated according to the order information table through the push module table; the push module pushes the order allocation table to the terminal device, wherein the terminal device is used to view the order allocation table and issue an update instruction to the order update module to update the order information table; wherein , the step of updating the order information table through the order update module includes: adjusting the order information table according to the display parameters and the order allocation table through an order sorting unit; and updating the order information table according to the update instruction through an update unit. Order information table. The order matching and follow-up method as described in request item 8, wherein the acquisition parameters include sorting parameters and cycle parameters, and the step of obtaining the order information table according to the acquisition parameters through the order acquisition module further includes: The order acquisition module sends request data information to the database according to the cycle parameter, and the order acquisition module sorts the order information table according to the sorting parameter. The order matching and follow-up method as described in request item 8, wherein the acquisition parameters include an order information template, and the step of obtaining the order information table according to the acquisition parameters through the order acquisition module further includes: The order acquisition module generates the order information table according to the order information template based on the received order information. The order matching and follow-up method as described in request item 8, wherein the step of matching the order information table with the inventory information through the inventory matching module to generate the order allocation table further includes: The inventory matching module obtains the corresponding item number data according to the order information table; the inventory matching module performs allocation calculation according to the item number data to generate an allocation result; and the inventory matching module calculates the item number according to the allocation result. As a result, the order information table is updated and the order allocation table is generated. The order matching and follow-up method as described in request item 11, wherein the item number data is related to the attribute data, inventory data and work order information of multiple item numbers, and the allocation calculation is related to inventory allocation, in-process work order information. Customized allocation and in-transit allocation, and the order summary information table is related to in-stock order information, shippable order information, at-risk order information and order shippable information in advance. The order matching and follow-up method as described in request item 8, wherein the display parameter is related to the sorting parameter, and the step of the order sorting unit adjusting the order information table further includes: using the order sorting unit to adjust the order information table according to the order description display The parameters adjust the information sorting of the order information table, and output the adjusted order information table. The order matching and follow-up method as described in request item 8, wherein the update instruction is related to the information status, and the step of updating the order information table according to the update instruction through the update unit further includes: through the The update unit updates the status of multiple orders in the order information table according to the update instruction.

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