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A method and system for scheme management

A solution and technology of the business side, applied in the computer field, can solve the problems of increased workload, prone to errors, increased working hours, etc., and achieve the effect of reducing workload, facilitating management, and improving work efficiency

Pending Publication Date: 2020-11-17
北京思特奇信息技术股份有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

In the case of manual records, it is difficult to save and manage the modified plan, resulting in increased workload, increased man-hours, and prone to errors, making it impossible to find out a more satisfactory solution for customers in time

Method used

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  • A method and system for scheme management
  • A method and system for scheme management
  • A method and system for scheme management

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0062] Enter the needs of the business side through the business module 1: newly installed office; generate the first customized plan through the customized plan unit 21: select a product or service from the product library, obtain the unit price of the product service and input the quantity, and automatically generate each item through the customized plan unit The cost of the product or service, generating the total cost.

[0063] After passing the audit of the scheme cost audit module, the quotation can be generated in the scheme quotation unit 22, and the scheme quotation can be generated in the scheme quotation unit according to the tax rate, preferential treatment, discount and gross profit rate, and the quotation can be generated according to the scheme quotation, through the business module Present the quotation to the business side.

[0064] The first customization plan is as follows:

[0065]

[0066] After several consultations, several plans were obtained and sa...

Embodiment 2

[0070] Different from Embodiment 1, this embodiment shows the integrated service solution:

[0071] Somewhere office:

[0072]

[0073] In custom proposals, optional proposals that are not included in the cost and quotation can be included:

[0074] Numbering describe price 1 emergency support service 150 per hour 2 Standard Outdoor Maintenance 1.5 times the standard rate 3 remote support service 50 per hour 4 Holiday maintenance service 2x standard rate

[0075] By customizing options that are not included in costs and quotations, present them to business parties to increase sales opportunities.

[0076] Custom plans can include printing rates:

[0077] describe the paper Black and white print color printing Print A4 0.07 0.1 Print A3 0.1 0.13

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PUM

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Abstract

The invention discloses a method and system for scheme management, the scheme comprises a first scheme and a second scheme, and the method comprises the following steps: generating and storing the first scheme according to the requirements of a business party; displaying the first scheme to the business party and obtaining a second demand of the business party; and generating and storing at leastone second scheme according to the second demand of the business party until the first scheme or the second scheme meets the final demand of the business party. A customized scheme generates a seconddemand under the condition of continuously negotiating with the business party, the business party selects or modifies the second demand through the stored first scheme and second scheme, and the generated scheme is stored at the same time, so that each scheme is convenient to manage, the workload of scheme management is convenient to reduce, a satisfactory scheme of a client is found out in time,and the working efficiency is improved.

Description

technical field [0001] The present invention relates to the field of computer technology, in particular to a method and system for program management. Background technique [0002] With the increasing development of the communication business, in the process of contacting the customer of the business side, the marketing and sales personnel need to design a plan according to the needs of the customer, and evaluate the cost and quotation of the plan, and often need to negotiate with the business side many times. Usually, in the case of multiple revisions of the scheme, a satisfactory scheme is selected, and the process involves multiple revisions of the scheme and changes in the needs of the business side. In the case of manual records, it is difficult to save and manage the modified plan, resulting in increased workload and man-hours, and is prone to errors, making it impossible to find out a more satisfactory solution for customers in a timely manner. Contents of the inven...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q30/02
CPCG06Q30/0206
Inventor 廖敏
Owner 北京思特奇信息技术股份有限公司