Order matching and follow-up system and method thereof

Abstract

The present application provides an order matching and following system and method. The order matching and following system comprises a storage device and a processor. The storage device stores a plurality of modules, and the plurality of modules comprises an order obtaining module, an inventory matching module, an order updating module and a pushing module. The processor is coupled to the storage device and executes the plurality of modules. The order obtaining module obtains an order information table according to an obtaining parameter. The inventory matching module matches the order information table with inventory information to generate an order allocation table. The order updating module updates the order information table, and the pushing module generates an order summary information table according to the order information table. The order summary information table is related to inventory order information, shippable order information, risky order information and pre-shipable order information. The order matching and following system and method of the present application can effectively improve the order processing and order following efficiency.

Description

Technical Field

[0001] This invention relates to an execution method for order management and status tracking, and more particularly to an order matching and tracking system and method. Background Technology

[0002] With the increasing specialization of production management and order fulfillment, sales personnel often need to consult with multiple departments to determine the deliverability of sales orders. Furthermore, when dealing with a large number of orders, sales staff must selectively track their status, potentially leading to late delivery for orders that are not selected or followed up by sales personnel. Therefore, improving traditional practices to avoid excessive manpower consumption and late delivery remains a crucial issue in this field. Summary of the Invention

[0003] This invention relates to an order matching and follow-up system and method, which can automatically acquire order data and automatically follow up on order status through matching calculations, thereby effectively improving the efficiency of order processing and order follow-up.

[0004] According to an embodiment of the present invention, the order matching and tracking 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 the multiple modules. The multiple modules include an order acquisition module, an inventory matching module, an order update module, and a push module. The order acquisition module obtains an order information table according to 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.

[0005] According to an embodiment of the present invention, the order matching and tracking method of the present invention includes the following steps: obtaining an order information table through an order acquisition module based on acquisition parameters; matching the order information table with inventory information through an inventory matching module to generate an order allocation table; updating the order information table through an order update module; and generating an order summary information table based on the order information table through a push module, which includes information on in-stock orders, outgoing orders, risky orders, and orders that can be shipped ahead of schedule.

[0006] Based on the above, the order matching and follow-up system and method of the present invention can automatically retrieve the order information table according to the acquired parameters, and automatically perform batch matching calculations based on the data in the order information table to generate an order summary information table based on the matching results.

[0007] To make the above features and advantages of the present invention more apparent and understandable, specific embodiments are described below in conjunction with the accompanying drawings. Attached Figure Description

[0008] Figure 1 This is a schematic diagram of an order matching and follow-up system according to an embodiment of the present invention;

[0009] Figure 2 This is a flowchart of an order matching and follow-up method according to an embodiment of the present invention;

[0010] Figure 3 This is a schematic diagram illustrating the execution of an order matching and follow-up system according to an embodiment of the present invention.

[0011] Explanation of reference numerals in the attached figures

[0012] 100: Order matching and tracking system;

[0013] 110: Processor;

[0014] 120: Storage device;

[0015] 121: Order Acquisition Module;

[0016] 122: Inventory matching module;

[0017] 123: Order Update Module;

[0018] 1231: Order sorting unit;

[0019] 1232: Update unit;

[0020] 124: Push module;

[0021] 200: Terminal equipment;

[0022] 300: Data Center;

[0023] 320: Database;

[0024] S210~S240, S301~S314: Steps. Detailed Implementation

[0025] Reference will now be made in detail to exemplary embodiments of the invention, examples of which are illustrated in the accompanying drawings. Wherever possible, the same element symbols are used in the drawings and description to denote the same or similar parts.

[0026] Figure 1 This is a schematic diagram of an order matching and follow-up system according to an embodiment of the present invention. (Reference) Figure 1The order matching and tracking 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, including 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 tracking system 100 may be located, for example, on a cloud server, allowing users to connect and execute related business service functions using different application programming interfaces (APIs) also located on the cloud server. The cloud server may be, for example, a Software as a Service (SaaS) server, and the application programming interface corresponds to a SaaS application, but the invention is not limited thereto. Alternatively, in one embodiment, the order matching and tracking system 100 may be set up in an enterprise resource planning (ERP) system running on a local server within the enterprise, to provide relevant order management and matching functions (such as generating sales order information tables, sales order status tables, sales order tables that meet the shipping conditions, and other similar management services) through different application programming interfaces.

[0027] In this embodiment, the processor 110 may include, for example, a central processing unit (CPU), or other programmable general-purpose or special-purpose microprocessors, digital signal processors (DSPs), application-specific integrated circuits (ASICs), programmable logic devices (PLDs), other similar processing circuits, or combinations of these devices. The storage device 120 may include memory and / or a database, wherein the memory may be, for example, non-volatile memory (NVM). The storage module 120 may store relevant programs, modules, systems, or algorithms for implementing the embodiments of the present invention, for the processor 110 to access and execute to implement the relevant functions and operations described in the embodiments of the present invention. In this embodiment, the order acquisition module 121, inventory matching module 122, order update module 123, and push module 124 may be implemented in programming languages ​​such as JSON (JavaScript Object Notation), Extensible Markup Language (XML), or YAML, but the present invention is not limited thereto.

[0028] In this embodiment, a user can, for example, execute the order matching and follow-up system 100 via a personal computer device / terminal device, and input setting parameters and update instructions into the order matching and follow-up system 100 to execute the corresponding order processing. The order matching and follow-up system 100 can automatically execute the order acquisition module 121, inventory matching module 122, order update module 123, and push module 124 according to the setting parameters to automatically generate the corresponding execution results (e.g., an order summary information table or an order information table). In this embodiment, the user can execute a (specific) application programming interface (API), and since the API processing logic of this API needs to generate one or more corresponding output data based on one or more input data, and these input data are one or more output data of another one or more APIs (i.e., API objects), the order matching and follow-up system 100 can automatically create a call model including another one or more APIs (i.e., API objects). The order matching and follow-up system 100 can automatically execute another one or more APIs (i.e., API objects) in the call model according to the corresponding call order to automatically generate the 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 order acquisition module 121, inventory matching module 122, order update module 123 and push module 124 through the processing logic application programming interface.

[0029] Figure 2 This is a flowchart of an order matching and follow-up method according to an embodiment of the present invention. (See reference) Figure 1 as well as Figure 2 The order matching and follow-up system 100 can execute 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 execute a data request to the database according to the acquisition parameters set by the user (i.e., order acquisition rules and range settings) to obtain the order information table. The inventory matching module 122 can match the order information table with the corresponding completeness information (e.g., at least one of work-in-process data, in-transit data, and sales data) in the database / storage device 120 to generate an order allocation table.

[0030] In step S230, the processor 110 can update the order information table through the order update module 123. In this embodiment, when there is a gap in the order status of the order allocation table, 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 confirmed and coordinated offline by the responsible personnel (e.g., production management personnel or task leaders) with the production department. In step S240, the processor 110 can generate an order summary information table based on 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, the push module 124 generates corresponding task cards for orders that can be shipped / delivered on schedule, and then presents the data to the executors (e.g., business personnel or sales personnel) in the form of task cards.

[0031] In this way, the order matching and follow-up system 100 and its method of the present invention can automatically acquire / detect sales order information in the database according to the acquired parameters, and can match the work-in-process, in-transit, and sales data corresponding to the sales order information to automatically generate order task cards that can be shipped. Thus, the order matching and follow-up system 100 can improve the shortcomings of the past, which required manual inquiry and coordination with each department one by one, resulting in the inability to respond and confirm in a timely manner. At the same time, the order data and status are presented to the responsible personnel for confirmation in the form of task cards.

[0032] Figure 3 This is a schematic diagram illustrating the execution of an order matching and follow-up system according to an embodiment of the present invention. (Reference) Figure 1 as well as Figure 3 The order update module 123 includes an order sorting unit 1231 and an update unit 1232. In step S301, the user sets periodic sales order detection parameters (i.e., acquires parameters) by operating the terminal device 100. The periodic sales order detection parameters may be, for example, basic data settings, order information settings for acquiring delivery period ranges, periodicity settings, etc.

[0033] In step S302, the processor 110 enables timed detection based on the timed sales order parameters. Thus, the processor 110 generates corresponding request data in the database 320 and then receives corresponding return data from the database 320. That is, the acquisition parameters may include sorting parameters and periodic parameters. The processor 110 executes the order acquisition module 121 to send request data information to the database 320 of the data center 300 according to the periodic parameters. In one embodiment, the order acquisition module 121 may sort the order information table obtained from the database 320 according to the sorting parameters.

[0034] In another embodiment, the parameters to be acquired 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 data according to the order information template. In one embodiment, the order acquisition module 121 inputs 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 template style.

[0035] In step S303, the order acquisition module 121 inputs the order information table into the inventory matching module 122. In step S304, the inventory matching module 122 performs inventory matching based on the detected information (i.e., 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. The project card and task card may be, for example, notification information and processing instructions from a work assignment system / task management system.

[0036] In other words, the inventory matching module 122 first reads all supply calculation parameters that conform to the data rules set by the user based on 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 the corresponding item number data based on the order information table. That is, the supply calculation parameters may include inventory data, work-in-process data, and in-transit data. 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 based on the allocation results (e.g., maintaining a production and sales consensus project card). The item number data is related to the attribute data of multiple item numbers, inventory data, and work-in-process work order information; the allocation calculation is related to inventory allocation, work-in-process allocation, and in-transit allocation; and the order summary information table is related to in-stock order information, shippable order information, risky order information, and order information that can be shipped early.

[0037] For example, the inventory matching module 122 retrieves data from the database / data platform API in the data center 300, including bill of materials, warehouse information, item attribute information, item inventory information, work-in-process information, and in-transit purchase order information, based on the data in the sales order. Then, the inventory matching module 122 performs inventory allocation, work-in-process allocation, and in-transit allocation based on the order information table and the aforementioned data. Following this, it writes the allocation results to the order information table according to the order number and generates an order allocation table (e.g., a sales order allocation table, which is pushed to the terminal device 200 in the form of a production and sales consensus project card). In this way, the inventory matching module 122 allocates inventory based on the data in the order information table and writes the results back to the sales order information table (i.e., the order information table) and to the sales order allocation table (order allocation table).

[0038] In steps S305 and S306, the processor 110 can output the order information table and order allocation table, which have been written back by the inventory matching module 122, to the terminal device for viewing by processing personnel (e.g., production management personnel or salespersons) through the maintenance of production and sales consensus project cards and production and sales consensus task cards. In step S306, the order sorting unit 1231 can 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 pagination mechanism, and the order sorting unit 1231 can perform pagination processing on the order allocation table and order information table according to the pagination mechanism to present the order allocation table and order information table in accordance with the settings of the display parameters.

[0039] In step S307, the user inputs the update command 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 via the terminal device 200. Thus, after coordination between production management personnel or sales staff and the production unit or inventory supply unit offline, the production management personnel issue update commands to update the status of risky orders. For example, after coordination between the production management personnel and the production unit, the production management personnel update the order status through the terminal device 200. In step S308, the update unit 1232 updates the sales order information table (i.e., the order information table) according to the update command. In one embodiment, the update command is related to the information status. For example, the update unit 1232 can update the status of multiple orders in the order information table according to the update command to update the status of risky / unshippable orders to shippable orders. In this way, the inventory matching module 122 and the update unit 1232 enable the order matching and tracking system 100 to automatically generate order statuses for multiple order data, and send the order information (including order details and order status) to production management personnel for confirmation through the terminal device 200, thereby improving order processing efficiency and user trust.

[0040] In step S309, processor 110 detects the updated sales order information table and inputs it into push module 124. In step S310, push module 124, based on the update command issued in step S307 and the order information table detected in step S309, groups the order information table according to different states to calculate the quantity of each state. Furthermore, push module 124 pushes the orders according to their state groups and via project cards / task cards. Order state groups may include shippable orders, abnormally confirmed orders, and abnormally pending confirmation orders. In other words, push module 124 obtains a summary information table including individual order states and order data for each state based on the update command and the order allocation table.

[0041] In step S311, the push module 124 outputs the order item card / task card for shipment to the terminal device 200, so that the order item card / task card for shipment can be pushed to the sales personnel through the terminal device 200. In step S312, the push module 124 outputs the order item card / task card for confirmed exceptions to the terminal device 200, so that the order item card / task card for confirmed exceptions can be pushed to the sales personnel through the terminal device 200. The confirmed exceptions order is the order information where an exception occurred among multiple orders, but the exception has been resolved. In step S313, the push module 124 outputs the order item card / task card for pending exceptions to the terminal device 200, so that the order item card / task card for pending exceptions to the terminal device 200 can be pushed to the production management personnel or sales personnel through the terminal device 200.

[0042] In step S314, the sales personnel obtain the latest status of the sales order and then execute the shipment. When the order status is "ready to ship," the order matching and follow-up system 100 automatically pushes a task card to the salesperson, providing details of the orders that are ready to ship. In this way, through the push module 124, the order matching and follow-up system 100 presents the list of orders that can be shipped and have inventory (i.e., orders without shipping risk) and order details to the salesperson in the form of a task card via the terminal device 200 for confirmation and execution.

[0043] In summary, the order matching and tracking system 100 and its method of the present invention can automatically detect sales order information in the database 320 based on acquired parameters, and can automatically match the order information table with inventory, work-in-process, and in-transit data to obtain an order allocation table. The order matching and tracking system 100 and its method of the present invention can update the order status in the order information table based on the status update results after actual confirmation and coordination by the responsible personnel, so as to effectively track the order processing status and automatically generate order task cards and order details ready for shipment.

[0044] Finally, it should be noted that the above embodiments are only used to illustrate the technical solutions of the present invention, and not to limit them; although the present invention has been described in detail with reference to the foregoing embodiments, those skilled in the art should understand that modifications can still be made to the technical solutions described in the foregoing embodiments, or equivalent substitutions can be made to some or all of the technical features; and these modifications or substitutions do not cause the essence of the corresponding technical solutions to deviate from the scope of the technical solutions of the embodiments of the present invention.

Claims

1. An order matching and tracking system, characterized in that, include: Storage device, storing multiple modules; as well as The processor, coupled to the storage device, executes the plurality of modules, wherein the plurality of modules include an order acquisition module, an inventory matching module, an order update module, and a push module. The order acquisition module obtains an order information table based on acquisition parameters. The inventory matching module matches the order information table with inventory information, writes the matching result back to the order information table, and generates an order allocation table. The order allocation table includes notification information, processing instruction information, or a combination thereof. The order update module updates the order information table, the push module generates an order summary information table based on the order information table, and the push module pushes the order allocation table to the terminal device. The terminal device is used to view the order allocation table and issue an update command to the order update module to update the order information table. The order update module also includes: The order sorting unit adjusts the order information table according to the display parameters and the order allocation table, and The update unit updates the order information table according to the update instruction.

2. The order matching and tracking system according to claim 1, characterized in that, The acquisition parameters include sorting parameters and period parameters, wherein the order acquisition module sends request data information to the database according to the period parameters, and the order acquisition module sorts the order information table according to the sorting parameters.

3. The order matching and tracking system according to claim 1, characterized in that, The acquisition parameters include an order information template, wherein the order acquisition module generates the order information table based on the received order data according to the order information template.

4. The order matching and tracking system according to claim 1, characterized in that, The inventory matching module obtains the corresponding item number data based on the order information table, performs allocation calculations based on the item number data to generate allocation results, and updates the order information table and generates the order allocation table based on the allocation results.

5. The order matching and tracking system according to claim 4, characterized in that, The item number data is related to the attribute data, inventory data, and work-in-process order information of multiple item numbers. The allocation calculation is related to inventory allocation, work-in-process allocation, and in-transit allocation. The order summary information table is related to in-stock order information, shippable order information, risky order information, and order information that can be shipped ahead of schedule.

6. The order matching and tracking system according to claim 1, characterized in that, The display parameters are related to the sorting parameters, wherein the order sorting unit adjusts the information sorting of the order information table according to the display parameters and outputs the adjusted order information table.

7. The order matching and tracking system according to claim 1, characterized in that, The update instruction is related to information status, wherein the update unit updates the status of multiple orders in the order information table according to the update instruction.

8. An order matching and follow-up method, characterized in that, include: The order information table is obtained through the order acquisition module based on the acquisition parameters; The inventory matching module matches the order information table with the inventory information, writes the matching result back to the order information table, and generates an order allocation table, wherein the order allocation table includes notification information, processing instruction information, or a combination thereof. Update the order information table using the order update module; The push module generates an order summary information table based on the order information table. The order allocation table is pushed to the terminal device via the push module, wherein the terminal device is used to view the order allocation table and issue an update command to the order update module to update the order information table. The steps of updating the order information table through the order update module include: The order information table is adjusted by the order sorting unit based on the display parameters and the order allocation table. as well as The order information table is updated by the update unit according to the update instruction.

9. The order matching and follow-up method according to claim 8, characterized in that, The acquisition parameters include sorting parameters and period parameters. The step of obtaining the order information table by the order acquisition module according to the acquisition parameters further includes: sending request data information to the database by the order acquisition module according to the period parameters, and sorting the order information table by the order acquisition module according to the sorting parameters.

10. The order matching and follow-up method according to claim 8, characterized in that, The acquisition parameters include an order information template. The step of obtaining the order information table through the order acquisition module according to the acquisition parameters further includes: generating the order information table from the received order data through the order acquisition module according to the order information template.

11. The order matching and follow-up method according to claim 8, characterized in that, 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 based on the order information table. 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 based on the allocation results.

12. The order matching and follow-up method according to claim 11, characterized in that, The item number data is related to the attribute data, inventory data, and work-in-process order information of multiple item numbers. The allocation calculation is related to inventory allocation, work-in-process allocation, and in-transit allocation. The order summary information table is related to in-stock order information, shippable order information, risky order information, and order information that can be shipped ahead of schedule.

13. The order matching and follow-up method according to claim 8, characterized in that, The display parameters are related to the sorting parameters, and the step of the order sorting unit adjusting the order information table further includes: adjusting the information sorting of the order information table according to the display parameters by the order sorting unit, and outputting the adjusted order information table.

14. The order matching and follow-up method according to claim 8, characterized in that, The update instruction is related to information status, and the step of updating the order information table by the update unit according to the update instruction further includes: updating the status of multiple orders in the order information table by the update unit according to the update instruction.

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