BOM-based rapid quotation device and method

Abstract

The invention relates to the technical field of product quotation, in particular to a BOM-based rapid quotation device and method, and the device comprises a material information input module, a material data storage module, a product premium price module, a password input module, a quotation generation and display module, an order judgment module, a customer demand input module and a customer investigation module. The material information input module is used for inputting product information into the system by a worker for subsequent comparison, and the output end of the material information input module is connected with a material data storage module; the material data storage module is used for storing corresponding information of products and updating the information in time, and the output end of the material data storage module is connected with a product premium module; when the system is used, a worker inputs product information to the material data storage module, transmits customer demands to the material data storage module, and then inputs a password to generate a quotation, so that it can be ensured that the storage number of products is enough or not enough, the situation that delivery cannot be performed subsequently is avoided, and accurate quotation can be provided for customers.

Description

Technical Field

[0001] The present invention relates to the technical field of product quotation, and in particular to a BOM-based rapid quotation device and method. Background Art

[0002] Product quotation refers to the price specified by product manufacturers in response to customer inquiries. The company specifies the price for products that can meet the other party's needs based on its own product conditions, production, operation and other relevant factors. The quality of the product quotation is conducive to the two parties to the quotation sitting down face to face and conducting multiple discussions to determine the transaction price of the product and ultimately reach an agreement and sign a contract.

[0003] When quoting a product, it is not a blind quotation, it needs to be based on the bill of materials for a quick quotation. When quoting existing products, it is generally based on the sales' own understanding of the product's general information to make a simple and rough quotation. This quotation method is not only inaccurate, but also once the product information itself is updated and the salesperson does not understand it in time, it may cause serious mistakes and cause serious economic losses. At the same time, this quotation does not accurately understand customer needs and customer quality, and is not conducive to the transaction of product orders. Even if the transaction is completed, there is a situation where the customer defaults or cannot pay, causing economic losses to the company. Therefore, a quick quotation device and method based on BOM is proposed to address the above problems. Summary of the invention

[0004] The object of the present invention is to provide a BOM-based rapid quotation device and method to solve the problems raised in the above background technology.

[0005] To achieve the above object, the present invention provides the following technical solutions:

[0006] As an optional solution of the BOM-based rapid quotation device and method described in the present invention, wherein: a BOM-based rapid quotation device and method comprises a material information entry module, a material data storage module, a product premium module, a password input module, a quotation generation and display module, an order judgment module, a customer demand input module and a customer survey module;

[0007] The material information entry module automatically captures and maintains the BOM information to enter the product information into the system for subsequent comparison, and its output end is connected to the material data storage module;

[0008] The material data storage module is used to store the corresponding information of the product and update it in time, and its output end is connected to the product premium module;

[0009] The product premium module is used to adaptively increase the price of the product to ensure its profit, and its output end is connected to the password input module;

[0010] The password input module is used for corresponding personnel to input passwords to view quotations, so as to ensure the confidentiality of quotations, and its output end is connected to the quotation generation and display module;

[0011] The quotation generation and display module is used to display quotations, so that personnel can understand the quotation situation, and its output end is connected to the order judgment module;

[0012] The order determination module is used to determine whether the order is confirmed;

[0013] The customer survey module is used to guide sales staff to conduct detailed consultation on customer needs for accurate quotation, and the output end is connected to the customer demand input module;

[0014] The customer demand input module is used to input customer demand into the material data storage module.

[0015] As an optional solution of the BOM-based quick quotation device and method described in the present invention, the customer premium module includes product cost, profit, tax and sales cost.

[0016] As an optional solution of the BOM-based quick quotation device and method described in the present invention, the order judgment module includes two modes: order cancellation and order generation. When the order is generated and the order is confirmed, the product information inside the material data storage module is timely reduced and updated. When the order is cancelled, the product information inside the material data storage module is maintained.

[0017] As an optional solution of the BOM-based quick quotation device and method described in the present invention, the material information entry module includes material specification information, material color information, material cost information, material quantity information and material type information.

[0018] As an optional solution of the BOM-based rapid quotation device and method described in the present invention, wherein: the customer survey module includes customer inquiry, customer demand, customer quality, payment method and time, customer authority and market analysis;

[0019] The customer inquiry includes understanding the customer's demand quantity, demand specifications, demand purpose, demand time and demand brand;

[0020] The customer quality includes new customers, old customers and order quality.

[0021] As an optional solution of the BOM-based quick quotation device and method described in the present invention, the quotation generation display module includes a display device and a supporting device, a display device is arranged above the supporting device, the supporting device is used to place the display device, and the supporting device has its own charging mechanism to charge the display device, and the display device is used to display the quotation results to facilitate customers to understand the quotation.

[0022] As an optional solution of the BOM-based quick quotation device and method described in the present invention, the display device includes a quotation tablet, a display screen and a quotation paper storage device. The front side of the quotation tablet is equipped with a display screen for quotation display, and the rear side of the quotation tablet is equipped with a quotation paper storage device and a printing device. The quotation paper storage device is used to store quotation paper, and the printing device is used to print the quotation in a timely manner. A bracket for convenient placement of the device is also installed on one side of the printing device. A through hole is also opened at the bottom of the rear side of the quotation tablet, and a password input device fixedly connected to the quotation tablet is installed on the upper side of the display screen.

[0023] As an optional solution of the BOM-based quick quotation device and method described in the present invention, the password input device includes a mounting frame, a motor and a threaded shaft, the outer side of the mounting frame is fixedly connected to the quotation plate, the inside of the mounting frame is fixedly connected to the motor, the end of the main shaft of the motor is fixedly connected to the threaded shaft, the outer side of the threaded shaft is spirally connected to a threaded sleeve, the other end of the threaded sleeve is fixedly connected to a moving frame, and a protective cover is installed on the front side of the moving frame, and a password input device is installed inside the moving frame.

[0024] Compared with the prior art, the present invention has the following beneficial effects:

[0025] When the present invention is used, the staff inputs the product information into the material data storage module, transmits the customer demand into the material data storage module, and then generates a quotation after inputting the password. At this time, it can be ensured whether the product storage quantity is sufficient to avoid the subsequent non-delivery situation, and an accurate quotation can be given to the customer;

[0026] When making quotations, sales staff can guide customers through the customer survey module and understand the customer's situation, which can further increase the order closing rate. At the same time, it can avoid some unstable hidden dangers, avoid some ineffective communication, improve work efficiency, and effectively avoid economic losses to the company.

[0027] When generating a quotation, you need to enter a password to view the quotation. The motor drives the threaded shaft to rotate, and the threaded shaft drives the threaded sleeve to move. At this time, the mobile frame is extended. The mobile frame and protective cover can prevent peeping and ensure the security of password input.

[0028] After making a quotation, the quotation can be printed directly through the set printing device. It can be printed during the use of the quotation tablet, which greatly saves time and is convenient for customers to view. BRIEF DESCRIPTION OF THE DRAWINGS

[0029] Figure 1 It is an overall flow chart of a BOM-based rapid quotation device and method;

[0030] Figure 2 It is a structural block diagram of a material information entry module of a BOM-based rapid quotation device and method;

[0031] Figure 3 A flowchart of a customer survey module of a BOM-based rapid quotation device and method;

[0032] Figure 4 A schematic diagram of the structure of a BOM-based rapid quotation device and method display device;

[0033] Figure 5 A back view of a BOM-based rapid quotation device and method display device;

[0034] Figure 6 The present invention is a structural schematic diagram of a BOM-based quick quotation device and method password input device.

[0035] In the figure: 1. quotation tablet; 2. display screen; 3. order paper storage device; 4. printing device; 5. password input device; 501. installation frame; 502. motor; 503. threaded shaft; 504. threaded sleeve; 505. moving frame; 506. password input device; 507. protective cover; 6. through hole; 7. bracket. DETAILED DESCRIPTION

[0036] Embodiment 1:

[0037] See also Figure 1 , Figure 2 and Figure 3 , the present invention provides a technical solution:

[0038] A BOM-based rapid quotation device and method, comprising a material information input module, a material data storage module, a product premium module, a password input module, a quotation generation and display module, an order judgment module, a customer demand input module and a customer survey module;

[0039] The material information entry module automatically captures and maintains the BOM information to enter the product information into the system for subsequent comparison, and its output end is connected to the material data storage module;

[0040] The material data storage module is used to store the corresponding information of the product and update it in time, and its output end is connected to the product premium module;

[0041] The product premium module is used to adaptively increase the price of the product to ensure its profit, and its output end is connected to the password input module;

[0042] The password input module is used for corresponding personnel to input passwords to view quotations, so as to ensure the confidentiality of quotations, and its output end is connected to the quotation generation and display module;

[0043] The above-mentioned quotation generation and display module is used to display quotations, so that personnel can understand the quotation situation, and its output end is connected to the order judgment module;

[0044] The above order judgment module is used to judge whether the order is confirmed;

[0045] The above-mentioned customer survey module is used to guide sales personnel to conduct detailed consultation on customer needs for accurate quotation, and the output end is connected to the customer demand input module;

[0046] The above-mentioned customer demand input module is used to input customer demand into the material data storage module.

[0047] The above customer premium module includes product cost, profit, tax and sales cost.

[0048] The above-mentioned order judgment module includes two modes: order cancellation and order generation. When the order is generated and the order is confirmed, the product information inside the material data storage module is timely reduced and updated. When the order is cancelled, the product information inside the material data storage module is maintained.

[0049] When quoting a product, it is not a blind quotation, it needs to be based on the bill of materials for a quick quotation. When quoting existing products, it is generally based on the sales' own understanding of the product's general information to make a simple and rough quotation. This quotation method is not only inaccurate, but once the product information is updated and the salesperson does not understand it in time, it may cause serious mistakes and cause serious economic losses. At the same time, this quotation does not accurately understand customer needs and customer quality, and is not conducive to the transaction of product orders. Even if the transaction is completed, there may be a situation where the customer defaults or cannot pay, causing economic losses to the company. When quoting through this method, the staff enters the product information into the material data through the material information entry module. The storage module transmits customer demand to the material data storage module and saves it. During the quotation generation process, the product is marked up after passing through the product premium module to retain the profit, and then the quotation is generated after entering the password. It is then displayed to the customer through the quotation generation display module, and then judged through the order judgment module. At this time, it can be ensured that the storage quantity of the product is sufficient to avoid the subsequent non-delivery situation, and accurate quotations can be made for customers. When making quotations, sales personnel guide through the customer survey module and then understand the customer's situation, which can further increase the order completion rate. At the same time, it can avoid some unstable hidden dangers, avoid some invalid communications, improve work efficiency, and effectively avoid economic damage to the company.

[0050] Example 2

[0051] This embodiment is an improvement on embodiment 1. Figure 1 Specifically, the material information entry module includes material specification information, material color information, material cost information, material quantity information and material type information.

[0052] Material specification information includes information such as the shape and size of the product, material color information includes various colors of the product, material cost information includes the net processing or purchase cost of the material, material quantity information includes the quantity of various products, and material type information includes data such as the material brand and production date. When the above information is transmitted to the data storage module, once an expired product appears, the material data storage module automatically removes its data and passes it to the expired product information, so as to facilitate centralized processing of expired products.

[0053] Example 3

[0054] This embodiment is an improvement on embodiment 2. Figure 3 ,Specifically, the above customer research module includes customer inquiry, customer demand, ,customer quality, payment method and time, customer authority and market analysis;

[0055] The above customer inquiry includes understanding the customer's demand quantity, demand specifications, demand purpose, demand time and demand brand;

[0056] The above-mentioned customer quality includes new customers, old customers and order quality.

[0057] When making quotations, the direct quotation is not only inaccurate, but also not conducive to order closing. After the customer inquires, we will understand the customer's basic demand information by asking about the customer's demand quantity, demand specifications, demand purpose, demand time and demand brand, and then determine whether the customer is a new customer or an old customer, and then understand the customer's quality through a few questions;

[0058] The specific questions are as follows:

[0059] Is the product on the customer's approved list? 5 points

[0060] Are there any other items to quote together? 5 points

[0061] Customer credit rating? 15 points

[0062] How is the customer's credit limit used? 10 points

[0063] Do you have accounts receivable? 40 points

[0064] Order quality reliability? 10 points

[0065] Is this a past buyer? 10 points

[0066] Purpose of purchase? 5 points

[0067] Through the above questions, we can understand the basic quality situation of the customer. The full score is 100. If the score is less than 60, the order is judged as high-risk, 60-80 points are judged as average, and above 80 points are judged as high-quality. The score is used to determine whether the order can be continued. If the score is less than 60, the order will be canceled. If the order continues, it is necessary to understand the payment method and whether the company is applicable. Then it is also necessary to understand the authority of the inquirer and judge the decision-making power of the inquirer. When the inquirer has the decision-making power, you can note the potential customer and actively contact him. When the inquirer does not have the decision-making power, note the general customer and connect normally. Then explain the advantages and characteristics of this product to the customer through competitive market analysis.

[0068] Example 4

[0069] This embodiment is an improvement on embodiment 3. Figure 4 , Figure 5 and Figure 6Specifically, the quotation generation display module includes a display device and a supporting device. A display device is arranged above the supporting device. The supporting device is used to place the display device, and the supporting device has a charging mechanism for charging the display device. The display device is used to display the quotation results to facilitate customers to understand the quotation.

[0070] The above-mentioned display device includes a quotation tablet 1, a display screen 2 and a quotation paper storage device 3. The front side of the above-mentioned quotation tablet 1 is equipped with a display screen 2 for quotation display, and the rear side of the above-mentioned quotation tablet 1 is equipped with a quotation paper storage device 3 and a printing device 4. The above-mentioned quotation paper storage device 3 is used to store quotation papers, and the printing device 4 is used to print quotations in a timely manner. A bracket 7 for convenient placement of the device is also installed on one side of the printing device 4. A through hole 6 is also opened at the bottom of the rear side of the above-mentioned quotation tablet 1, and a password input device 5 fixedly connected to the quotation tablet 1 is installed on the upper side of the above-mentioned display screen 2.

[0071] The password input device 5 comprises a mounting frame 501, a motor 502 and a threaded shaft 503. The outer side of the mounting frame 501 is fixedly connected to the quotation plate 1. The inner side of the mounting frame 501 is fixedly connected to the motor 502. The end of the main shaft of the motor 502 is fixedly connected to the threaded shaft 503. The outer side of the threaded shaft 503 is spirally connected to a threaded sleeve 504. The other end of the threaded sleeve 504 is fixedly connected to a moving frame 505. A protective cover 507 is installed on the front side of the moving frame 505. The inner side of the moving frame 505 is installed with a password input device 506.

[0072] When generating a quotation, a password needs to be entered to view the quotation, and the motor 502 is set to drive the threaded shaft 503 to rotate, and the threaded shaft 503 drives the threaded sleeve 504 to move, and at this time, the convenient moving frame 505 is extended, and the set moving frame 505 and the protective cover 507 can play the purpose of anti-peeping, ensuring the security of password input; after making a quotation, the quotation sheet can be directly printed through the set printing device 4, and it can be printed during the use of the quotation tablet 1, which greatly saves time and is convenient for customers to view;

[0073] In this embodiment, a plurality of display devices can be placed by the support device, and a charging unit is built into the support device for charging the display device above the support device, so as to facilitate the subsequent direct use. When the quotation tablet 1 makes a quotation, it is displayed through the display screen 2. When displaying the quotation, it is necessary to enter a password in advance. When the password is entered, the mobile frame 505 of the device extends downward, and the two sides of the mobile frame 505 and the protective cover 507 can form a frame, which is convenient for the staff to enter the password safely and avoid other people observing the password and causing the password to be leaked. After the quotation is made, when the customer needs a quotation, the quotation can be printed promptly and quickly through the printing device 4, and the bracket 7 is arranged to facilitate the quotation tablet 1 to be tilted, so that people can view its information conveniently.

[0074] This article uses specific examples to illustrate the principles and implementation methods of the present invention. The above examples are only used to help understand the method and core ideas of the present invention. The above is only a preferred implementation of the present invention. It should be pointed out that due to the limitations of textual expression and the objective existence of infinite specific structures, ordinary technicians in this technical field can make several improvements, modifications or changes without departing from the principles of the present invention, and can also combine the above technical features in an appropriate manner; these improvements, modifications, changes or combinations, or the direct application of the inventive concept and technical solution to other occasions without improvement, should be regarded as the protection scope of the present invention.

Claims

1. A method for rapid quotation based on BOM, characterized by: It includes material information entry module, material data storage module, product premium module, password input module, quotation generation and display module, order judgment module, customer demand input module and customer survey module; The material information entry module automatically captures and maintains the BOM information to enter the product information into the system for subsequent comparison, and its output end is connected to the material data storage module; The material data storage module is used to store the corresponding information of the product and update it in time, and its output end is connected to the product premium module; The product premium module is used to adaptively increase the price of the product to ensure its profit, and its output end is connected to the password input module; The password input module is used for corresponding personnel to input passwords to view quotations, so as to ensure the confidentiality of quotations, and its output end is connected to the quotation generation and display module; The quotation generation and display module is used to display quotations, so that personnel can understand the quotation situation, and its output end is connected to the order judgment module; The order determination module is used to determine whether the order is confirmed; The customer survey module is used to guide sales staff to conduct detailed consultation on customer needs for accurate quotation, and the output end is connected to the customer demand input module; The customer demand input module is used to input customer demand into the material data storage module.

2. The method for rapid quotation based on BOM according to claim 1, characterized in that: The customer premium module includes product cost, profit, tax and sales cost.

3. The method for rapid quotation based on BOM according to claim 1, characterized in that: The order judgment module includes two modes: order cancellation and order generation. When an order is generated and the order is confirmed, the product information inside the material data storage module is timely reduced and updated. When an order is cancelled, the product information inside the material data storage module is maintained.

4. The method for rapid quotation based on BOM according to claim 1, characterized in that: The material information entry module includes material specification information, material color information, material cost information, material quantity information and material type information.

5. The method for rapid quotation based on BOM according to claim 1, characterized in that: The customer research module includes customer inquiry, customer demand, customer quality, payment method and time, customer authority and market analysis; The customer inquiry includes understanding the customer's demand quantity, demand specifications, demand purpose, demand time and demand brand; The customer quality includes new customers, old customers and order quality.

6. The method for rapid quotation based on BOM according to claim 1, characterized in that: The quotation generation display module includes a display device and a supporting device. The display device is arranged above the supporting device. The supporting device is used to place the display device, and the supporting device has a charging mechanism for charging the display device. The display device is used to display the quotation results to facilitate customers to understand the quotation.

7. The BOM-based rapid quotation device according to claim 6, characterized in that: The display device comprises a quotation tablet (1), a display screen (2) and a quotation paper storage device (3); the front side of the quotation tablet (1) is equipped with a display screen (2) for quotation display; the rear side of the quotation tablet (1) is equipped with a quotation paper storage device (3) and a printing device (4); the quotation paper storage device (3) is used to store quotation paper, and the printing device (4) is used to print quotation sheets in a timely manner; a bracket (7) for convenient device placement is also installed on one side of the printing device (4); a through hole (6) is also opened at the bottom of the rear side of the quotation tablet (1); and a password input device (5) fixedly connected to the quotation tablet (1) is installed on one side above the display screen (2).

8. The BOM-based rapid quotation device according to claim 7, characterized in that: The password input device (5) comprises a mounting frame (501), a motor (502) and a threaded shaft (503); the outer side of the mounting frame (501) is fixedly connected to the quotation plate (1); the inner side of the mounting frame (501) is fixedly connected to the motor (502); the end of the main shaft of the motor (502) is fixedly connected to the threaded shaft (503); the outer side of the threaded shaft (503) is spirally connected to a threaded sleeve (504); the other end of the threaded sleeve (504) is fixedly connected to a moving frame (505); a protective cover (507) is installed on the front side of the moving frame (505); and the inner side of the moving frame (505) is installed with a password input device (506).

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