Self built personalized automatic quotation system to cope with changeable quotation mode

writing / Zhou Liang   Liu Junliang   Du Yimin

edit / Mai Biyu

Preface

The quotation system of manufacturing enterprises is very sensitive , This is very similar to the characteristics of Mingdao cloud products . The times are progressing , The enterprise is developing , Customers are splitting , Therefore, the quotation system will no longer be isolated , It will even evolve into a complex quotation network . Based on our experience after contacting a large number of manufacturing enterprises , Analyze several reasons ：

• cost . Most of the cost of manufacturing comes from material consumption / machining / artificial / The freight . since 2002 Year begins , The prices and wages of various raw materials in China's industry are rising continuously and rapidly . Cost is an important part of quotation , When these market prices reach a certain freezing point , The quotation mode will also fluctuate with market fluctuations .

• Product characteristics . Customers' needs are diverse , The structure of products is varied , The degree of complexity varies , This also leads to the diversity and complexity of the quotation .

• sales . Diversified sales models and channels can be flexible 、 Significantly increase production , Cost savings in disguise , Thus affecting the quotation range .

Quotation network is complex and changeable , How to standardize management , Avoid unknown quotations in the sales process 、 The quotation is too high / Too low and other situations that damage the interests of enterprises ？ below , I take the decoration manufacturing industry as an example , This paper introduces how to realize the management of variable quotation mode through Mingdao cloud .

Customer background and pain points

Building implementation requires stone door panels as labor , These stone door panels will be customized according to the needs of customers . Surface material 、 texture 、 Color 、 The background is the unique configuration of stone door panels , Sales also set different quotation schemes through these characteristics .

In the process of making quotation , Sales generally face two pain points ：

• The customer chose several products ,
  When quoting, you need to combine different stone series
  , Such as AAB、ABA、BAA. At present, this process can only rely on manual calculation , Very cumbersome and error prone .

• Need to manage multiple measurement units , Switch the unit price back and forth .
  For example, the benchmark price of stone is quoted by square , But the customer orders by block , Therefore, it is necessary to flexibly convert units to realize automatic quotation . At present, it is also easy to make mistakes in manual operation , And it's very inconvenient .

Solution

After preliminary research and detailed communication , We finally split the quotation scheme into three steps ：

The first is

Product classification

, There are four types of product combinations , As the minimum dimension of benchmark quotation .

The second is

Establish benchmark quotation

, That is, the most important part of quotation , Set the plan .

The third is

workflow

, Classify these quotation schemes through workflow , Get the final quotation result .

1. Product classification

Because the products are very diverse , So we need a list to classify ： Through one to many mode , Layers of dolls to realize the closed loop of the combination . Pictured ： Product classification - First class series - Secondary series - Three level series , The purpose is to realize the attribution of quotation through classification .

2.SKU archives

We build in the application “SKU archives ”, The R & D department will package the products to SKU In the library , Carry out daily management . Decoration stone products mainly have three series ： Finished door panel 、 Door panels, large panels and artificial stones . Their product attributes and features are different , The data that needs to be viewed and presented is also different . Regarding this , We

Establish an independent view of each product family , And configure the explicit and implicit fields 、 Custom actions 、 Filter list, etc .

Base material in filing data 、 Fabric 、 texture 、 The type and size of edge banding belong to dynamic values . Through the change of dynamic value , Automatically trigger workflow to update purchase unit price and sales unit price .

3. Benchmark quotation

stay SKU Establish a benchmark quotation template in the file , And enter the formula . The formula here is divided into two forms ：

First, the deviation value , When the combination of products changes , The quotation is automatically formed according to these formulas .

Second, when dynamic values such as length, width and thickness change , Automatically calculate according to the quotation formula .

Workflow design process ：

• First, the dynamic value is used as the trigger condition

• Query benchmark pricing records by matching values

• Finally, calculate the additional prices through the calculation formula , Add together to get the final sales price and purchase cost price

4. Batch import order , Automatic quotation

Many customers' orders are in the FMCG mode of one-time multi batch .

To process a large number of orders quickly , We can import products in batches , Automatically create orders , Generate quotation at the same time , With one .

Automatically create orders ： According to the imported order , Automatically generate sales orders and details .

Automatically generate quotation ： Through the workflow of product quotation , Automatically generate sales price and purchase price .

Generate contract template ： Each contract template can be customized and uploaded .

summary

In fact, the quotation algorithm is just the tip of the iceberg in all the scenes built by Mingdao cloud . Many colleagues will ask us about our zero code application platform , What kind of complexity can be achieved ？ Others believe that zero code can only do some simple small applications , It cannot replace the traditional ERP This complexity applies . The answer is absolutely certain ,

In fact, the zero code platform can also be used to solve complex problems , It just goes through different paths , Disassemble complex scenes into simple links one by one .

Look at the end of this article , If you also think zero code is available 、 Where to use it , Welcome to mingdaoyun official website , Free registration , Experience for yourself ！