PSI- order generation quotation automation
Author : Shane Liu
With the progress of The Times and the development of society, PSI kept pace with The Times and proposed paperless operation and planned to implement it in 2018.
Focusing on the core of our company's culture - trust makes eternal achievements, we started a series of thinking: how can PSI achieve its goals timely, accurately and effectively according to the needs of customers? How to better serve the guests, this is our top priority.
Company is a small amount of a variety of production mode, the previous offer is run by the manual operation by the market after the contract unit process classification, and then artificial summarize and detail quotation process, which not only spend a lot of time and manpower, and has the potential of human input error, based on these problems, we began planning order offspring workers offer automation. The transition from traditional quotation to automatic quotation is convenient, fast, accurate and efficient.
The following is a detailed introduction to the automatic operation process of receiving orders and progeny quotation:
1. Received automatic reminder email from the system 10 days before shipment
2. Click the link to see all models from the second day to the eleventh day of the delivery date of the current business
3. Click BOM to import the new model and then confirm the next step
4. The old models are directly imported with the amount of work order, with high accuracy in working hours
5. Confirm whether the market unit has carried out division operation?
5.1 If there is no division, click "Notice", and the system will send an email to notify the market unit for division. After the division is completed, there will also be an email notification service division ok
5.2 If the market units have been divided, proceed directly to the next step
6. Confirm that all information has been divided to confirm the quotation, and then select "confirmed" from the status for inquiry
7. Select the model selection style 'Basic Style' to be quoted.
8. Finally click "Report" quotation to complete the remittance
The automation of quotation for future generations greatly improves the work efficiency. At the same time, providing quality service for customers will be the direction of our efforts.
