Method and system for processing data into orders

Abstract

The invention relates to a method and a system for processing data into an order. The method comprises the following steps: creating a business opportunity, and initiating a collaboration process according to the business opportunity of a to-be-initiated quotation to obtain a collaboration result; and executing a new quotation function according to the business opportunity, completing a quotation list according to the collaboration process, storing a collaboration result, and storing the corresponding quotation list by taking the business opportunity as a dimension. The method has the advantages that the automation of reporting work, template customization, data trace reserving and real-time sharing are realized, so that the working efficiency is improved, and the project management is simplified.

Description

Technical Field

[0001] The present invention relates to the field of computer technology applications, and in particular to a method and system for processing data into orders. Background Art

[0002] In certain industries, such as clinical research or other negotiation environments, the entire process of negotiating with customers, discovering business opportunities, establishing collaboration, and initiating quotations is mostly done by manually editing Excel spreadsheets, verbally communicating, and using tools such as WeChat and DingTalk.

[0003] However, using tables for communication is inefficient, and it is troublesome to process various quotations, which is prone to errors and lacks work efficiency.

[0004] In the related art, there are mainly the following problems:

[0005] 1. The efficiency of promoting internal staff work through verbal transmission and work communication facilities is low;

[0006] 2. Excel spreadsheet transfer: the file is too large, difficult to store, and prone to errors;

[0007] 3. It is cumbersome and error-prone for internal coordinators to handle multiple quotations;

[0008] 4. Data traces are basically stored locally, so comparative information is easily lost.

[0009] Currently, no effective solution has been proposed for the problem of low work efficiency caused by low communication efficiency and difficulty in storage in related technologies. Summary of the invention

[0010] The purpose of the present invention is to provide a method and system for processing data into orders in order to address the deficiencies in the prior art, so as to solve the technical problems of low work efficiency caused by low communication efficiency and difficulty in storage in the related technology.

[0011] To achieve the above object, the technical solution adopted by the present invention is:

[0012] The present invention provides a system for processing data into orders, including: a business opportunity module and a coordination module, wherein the business opportunity module is used to create business opportunities, initiate a collaboration process based on business opportunities to be quoted, and obtain collaboration results; the coordination module is used to execute a new quotation function based on the business opportunities, complete the quotation sheet according to the collaboration process, and store the collaboration results.

[0013] Optionally, the system also includes: a classification module, used to classify customers, business opportunities, collaborations and coordinated quotations that have been cooperated in historical data; a merging module, used to set at least one business opportunity to initiate multiple quotations, save the corresponding relationship between at least one business opportunity and multiple quotations and multiple quotations, and when a newly created quotation is the same as the quotation in multiple quotations, a quotation is generated through a one-click copy function.

[0014] Optionally, the overall planning module is also used to store corresponding quotations based on business opportunities.

[0015] Optionally, the system also includes: a template customization module, which is used to customize the quotation template according to contract research organization CRO, clinical trial site management organization SMO, clinical project launch specialist SSU, patient compensation, functional service provider FSP, technical service and other types, and set corresponding labels for each type.

[0016] Optionally, the system also includes: a sharing module, which is used to assign corresponding permissions to customers, business opportunity followers, department managers and highest-authority managers, review corresponding business opportunities and / or quotations based on permissions, and share real-time data based on permissions.

[0017] Optionally, the business opportunity module is also used to add a quotation based on the business opportunity, wherein corresponding quotation parameters are filled in for the newly added quotation, the quotation range is determined, the quotation details are uploaded, and calculations are performed based on the quotation details;

[0018] Among them, filling in corresponding quotation parameters for the newly added quotation includes: obtaining a quotation template; and filling in corresponding quotation parameters for the newly added quotation according to the quotation template.

[0019] Optionally, the overall planning module is also used to set up an overview of the quotation when the quotation is approved; when the quotation is not approved, the quotation is modified; wherein the modification includes: completing the modification by selecting the opinion copy change function.

[0020] The present invention provides a method for processing data into orders, which is applied to a system for processing data into orders, including: creating a business opportunity, initiating a collaboration process based on the business opportunity to be quoted, and obtaining a collaboration result; executing a new quotation function based on the business opportunity, completing the quotation sheet based on the collaboration process, and storing the collaboration result, wherein the corresponding quotation sheet is stored with the business opportunity as the dimension.

[0021] Optionally, the method also includes: classifying customers, business opportunities, collaborations and coordinated quotations that have been cooperated with in historical data; setting at least one business opportunity to initiate multiple quotations, saving the corresponding relationship between at least one business opportunity and multiple quotations and the multiple quotations, and when a newly created quotation is the same as the quotation in multiple quotations, generating a quotation through a one-click copy function.

[0022] Optionally, the method also includes: adding a new quotation based on the business opportunity, wherein corresponding quotation parameters are filled in for the new quotation, the quotation range is determined, the quotation details are uploaded, and calculations are performed based on the quotation details; wherein filling in corresponding quotation parameters for the new quotation includes: obtaining a quotation template; and filling in corresponding quotation parameters for the new quotation based on the quotation template.

[0023] Optionally, the method further includes: when the quotation is approved, setting an overview quotation; when the quotation is not approved, modifying the quotation; wherein the modification includes: completing the modification by selecting the opinion copy and change function.

[0024] The present invention adopts the above technical scheme, by creating business opportunities, initiating a collaboration process based on the business opportunities to be quoted, and obtaining collaboration results; executing the newly added quotation function based on the business opportunities, completing the quotation sheet according to the collaboration process, and storing the collaboration results, wherein the corresponding quotation sheet is stored based on the business opportunity as the dimension. Compared with the existing technology, it has the following technical effects: realizing the automation of reporting work, template customization, data traceability and real-time sharing, thereby improving work efficiency and simplifying project management. BRIEF DESCRIPTION OF THE DRAWINGS

[0025] Figure 1 is a schematic diagram of a system for processing data into orders according to an embodiment of the present invention;

[0026] Figure 2 It is a schematic diagram of the process of initiating a quotation in a system for processing data into orders according to an embodiment of the present invention;

[0027] Figure 3 It is a schematic diagram of the authority of a business manager and a coordinator in the system of data processing into orders according to an embodiment of the present invention;

[0028] Figure 4 is a schematic diagram of creating a customer in a system for processing data into orders according to an embodiment of the present invention;

[0029] Figure 5 is a schematic diagram of a customer details page in a system for processing data into orders according to an embodiment of the present invention;

[0030] Figure 6 is a schematic diagram of creating a business opportunity in a system for processing data into orders according to an embodiment of the present invention;

[0031] Figure 7 is a schematic diagram of creating business opportunities in another data processing order system according to an embodiment of the present invention;

[0032] Figure 8 is a schematic diagram of business opportunity negotiation in a data processing order system according to an embodiment of the present invention;

[0033] Fig. 9 is a schematic diagram of business opportunity negotiation in another data processing order system according to an embodiment of the present invention;

[0034] Fig.10 This is a schematic diagram of quotation review in a system for processing data into orders according to an embodiment of the present invention;

[0035] Fig.11 It is a flowchart of a method for processing data into orders according to an embodiment of the present invention. DETAILED DESCRIPTION

[0036] In order to make the purpose, technical solutions and advantages of the present application clearer, the present application is described and illustrated below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain the present application and are not intended to limit the present application. Based on the embodiments provided in the present application, all other embodiments obtained by ordinary technicians in the field without making creative work are within the scope of protection of the present application.

[0037] Obviously, the drawings described below are only some examples or embodiments of the present application. For ordinary technicians in this field, the present application can also be applied to other similar scenarios based on these drawings without creative work. In addition, it can also be understood that although the efforts made in this development process may be complicated and lengthy, for ordinary technicians in this field related to the content disclosed in this application, some changes in design, manufacturing or production based on the technical content disclosed in this application are just conventional technical means, and should not be understood as insufficient content disclosed in this application.

[0038] Reference to "embodiments" in this application means that a particular feature, structure, or characteristic described in conjunction with the embodiments may be included in at least one embodiment of the present application. The appearance of the phrase in various locations in the specification does not necessarily refer to the same embodiment, nor is it an independent or alternative embodiment that is mutually exclusive with other embodiments. It is explicitly and implicitly understood by those of ordinary skill in the art that the embodiments described in this application may be combined with other embodiments without conflict.

[0039] Unless otherwise defined, the technical terms or scientific terms involved in this application should be understood by people with ordinary skills in the technical field to which this application belongs. The words "one", "a", "a", "the" and the like involved in this application do not indicate a quantitative limitation, and may represent the singular or plural. The terms "include", "comprise", "have" and any of their variations involved in this application are intended to cover non-exclusive inclusions; for example, a process, method, system, product or device that includes a series of steps or units (units) is not limited to the listed steps or units, but may also include steps or units that are not listed, or may also include other steps or units inherent to these processes, methods, products or devices. The words "connect", "connected", "coupled" and the like involved in this application are not limited to physical or mechanical connections, but may include electrical connections, whether direct or indirect. The "multiple" / "several" involved in this application refers to two or more. "And / or" describes the association relationship of associated objects, indicating that there can be three relationships, for example, "A and / or B" can mean: A exists alone, A and B exist at the same time, and B exists alone. The character " / " generally indicates that the objects before and after are in an "or" relationship. The terms "first", "second", "third", etc. involved in this application are only used to distinguish similar objects and do not represent a specific ordering of the objects.

[0040] Technical terms involved in this application:

[0041] CRO: Contract Research Organization, contract research organization;

[0042] SMO: Site Management Organization, clinical trial site management organization;

[0043] SSU: Study Start Up, clinical project start-up specialist;

[0044] FSP: Functional Service Provider, functional service provider;

[0045] RFI: Request for Information.

[0046] Example 1

[0047] An exemplary embodiment of the present invention is as follows Figure 1 As shown, Figure 1 is a schematic diagram of a system for processing data into orders according to an embodiment of the present invention. A system for processing data into orders provided by an embodiment of the present application includes:

[0048] Business opportunity module 12 and coordination module 14, wherein business opportunity module 12 is used to create business opportunities, initiate a collaboration process based on the business opportunities to be quoted, and obtain collaboration results; coordination module 14 is used to execute the new quotation function based on the business opportunities, complete the quotation sheet according to the collaboration process, and store the collaboration results.

[0049] Specifically, Figure 2 As shown, Figure 2 It is a flow chart of initiating a quotation in the system for processing data into orders according to an embodiment of the present invention. The system for processing data into orders provided in the embodiment of the present application is suitable for clinical research and is applied to mobile terminals. It should be noted that the mobile terminal in the embodiment of the present application may include: a desktop computer, a laptop computer, a smart phone, a tablet computer or a wearable smart device, whichever is greater, and is subject to the system for processing data into orders provided in the embodiment of the present application, without specific limitation.

[0050] In the data processing order system provided in the embodiment of the present application, the business manager needs to create the corresponding customer. In the business opportunity module 12, a business opportunity is created, wherein the customer name in the business opportunity is the customer source created by the business manager, that is, the business opportunity comes from the customer. After the business opportunity is created, the collaboration process is initiated according to the corresponding business opportunity for which a quotation is to be initiated. After the collaboration is initiated, it will be retained in the system's coordination module 14. The first part of the coordination module 14 is all the contents of the business opportunity collaboration. Click on the business opportunity for which you want to initiate a quotation, execute the function button for adding a new quotation, follow the steps to fill in the relevant information and data, and a quotation sheet will be perfectly implemented. On the business opportunity coordination page, you can view all the quotations below according to the corresponding business opportunity. It should be noted that in the embodiment of the present application, the business opportunity can be a business opportunity, and it is possible to obtain a project order. When there is a business opportunity, quotations, bidding, and ordering will be carried out with the customer. As Figure 3 As shown, Figure 3 It is a schematic diagram of the authority of a business manager and a coordinator in a system for processing data into orders according to an embodiment of the present invention.

[0051] Optionally, a data processing system provided in an embodiment of the present application also includes: a classification module, used to classify customers, business opportunities, collaborations and coordinated quotations that have been cooperated in historical data; a merging module, used to set at least one business opportunity to initiate multiple quotations, save the correspondence between at least one business opportunity and multiple quotations and the multiple quotations, and when a newly created quotation is the same as the quotation in multiple quotations, a quotation is generated through a one-click copy function.

[0052] Specifically, each historical customer, business opportunity, collaboration, and overall quotation are classified accordingly. Secondly, one business opportunity can initiate multiple quotations, each of which is retained, and if there are new quotations in the future that are similar to the previous types (that is, when the newly created quotation is the same as the multiple quotations in the embodiment of the present application), you can choose to copy it with one click, so as to generate a new quotation from scratch, which greatly improves the efficiency of offline processing. Secondly, all offline Excel data must be calculated manually, which is very time-consuming. The online system directly and automatically calculates the results, saving time and effort.

[0053] Among them, in the embodiment of the present application, the system that processes the data into orders has a built-in quotation algorithm, which is combined according to different parameters such as projects, scales, requirements, etc., and finally calculates the price of the business opportunity;

[0054] In the embodiment of the present application, the one-click copy function copies the quotation parameters of the previous business opportunity to the new business opportunity, saving labor costs.

[0055] Optionally, the coordination module 14 is also used to store corresponding quotations based on business opportunities.

[0056] Specifically, the data processing system in the embodiment of the present application can store 7 different types of quotations, and store the corresponding quotations in the business opportunity dimension, so as to fully realize the online management of all quotations, including the formal quotations, all quotations, and detailed quotations of quotations, which can all be recorded, completely solving the pressure of offline storage. Among them, the 7 different types of quotations can include: CRO business quotations, SMO business quotations, SSU business quotations, patient service business quotations, functional service provider FSP business quotations, technical product support quotations, and other types of general quotations.

[0057] In the embodiment of the present application, data storage and data trace are realized. In the overall planning module 14, you can click on a line to jump to the specified quotation details page. In the details page, you can see the data of all the quotations that have been initiated. For each quotation, you can see the quotation parameters, range, quotation details, and quotation amount at that time. The amount of each quotation is stored in the background database and left a trace. In addition, each version of the quotation can be re-edited, copied with one click, and deleted in more modules.

[0058] Optionally, a system for processing data into orders provided in an embodiment of the present application also includes: a template customization module, which is used to customize quotation templates based on contract research organizations CRO, clinical trial site management organizations SMO, clinical project launch specialists SSU, patient compensation, functional service providers FSP, technical services and other types, and set corresponding labels for each type.

[0059] Specifically, according to CRO\SMO\SSU\Patient Compensation\FSP\Technical Services\Others, the corresponding template customization is done, and the template output is fixed. Each type is managed by an independent tab label. No matter how the original offline Excel is changed, the online reading is performed according to the corresponding list row and the echo is displayed to the system. It can effectively avoid the offline error rate and make the work simpler. The system automatically calculates the data in the embodiment of the present application, which processes the data into orders and is more accurate.

[0060] Optionally, a data processing system provided in an embodiment of the present application also includes: a sharing module, which is used to assign corresponding permissions to customers, business opportunity followers, department managers and highest-authority managers, respectively, to review corresponding business opportunities and / or quotations based on permissions, and to share real-time data based on permissions.

[0061] Specifically, the system for processing data into orders in the embodiment of the present application can enable co-followers to see the quotation sheets under the corresponding business opportunities in real time, and can also effectively deal with the problem of communication costs. As the follower of the corresponding customers and business opportunities, or the manager of the department and the manager with the highest authority, they can respectively see the quotation sheets under the business opportunities they follow up, all the quotations under the department, and all the quotations. Real-time data can be effectively shared through authority to solve the problem of frequent communication, thereby achieving a smoother circulation effect.

[0062] The system for processing data into orders in the embodiment of the present application flexibly and dynamically configures reasonable quotations. The system level fully realizes the online office process from creating customers, creating business opportunities, initiating collaboration, adding new quotations, initiating reviews, and setting formal quotations. Customers can also see the overview information and the total number of quotation versions in detail. Each item can be clicked to view detailed content, bidding, RFI, internal budget, customer communication records, execution budget, dynamics and other detailed information, thereby achieving real-time sharing and display of information.

[0063] Among them, RFI is a way for suppliers or potential partners to communicate with buyers and provide relevant information to obtain business opportunities. The system for processing data into orders in the embodiment of the present application is to register and record relevant information and documents for subsequent tracking and viewing.

[0064] Optionally, the business opportunity module 12 is further used to add a quotation sheet based on the business opportunity, wherein corresponding quotation parameters are filled in the newly added quotation sheet, the quotation range is determined, the quotation details are uploaded, and calculations are performed based on the quotation details;

[0065] Among them, filling in corresponding quotation parameters for the newly added quotation includes: obtaining a quotation template; and filling in corresponding quotation parameters for the newly added quotation according to the quotation template.

[0066] Specifically, in the embodiment of the present application, the system for processing data into orders obtains accurate data of the quotation sheet to avoid manual calculation errors. In the business opportunity collaboration module, you can add a new quotation according to the business opportunity. The first step is to fill in the parameters of the corresponding quotation, the second step is to select the corresponding quotation range, and the third step is to upload the quotation details. This step requires downloading the corresponding quotation template. According to the template content, upload the data to the system as needed. The system automatically parses the required data and displays it in the system. In the fourth step, the quotation sheet is calculated with one click and clicked to complete, so that the data is fully systematized and accurate.

[0067] In the embodiment of the present application, the items in the quotation list are standardized and the corresponding calculation rules of the quotation list are built-in (the calculation rules are summarized from the business execution experience data and implement related algorithms). The total price is automatically calculated according to different quotation list items and item-related parameters in combination with the algorithm.

[0068] Optionally, the coordination module 14 is also used to set an overview of the quotation when the quotation is approved; when the quotation is not approved, modify the quotation; wherein the modification includes: completing the modification by selecting the opinion copy change function.

[0069] Specifically, Figure 2 As shown, in the embodiment of the present application, the corresponding business opportunity is retrieved according to the business opportunity number on the business opportunity coordination page, and the corresponding quotation overview page can be jumped to by clicking a line, where the detailed quotation version number can be viewed. An audit is initiated for the version number of the valid quotation. If the audit is passed, an overview quotation can be set. If the audit is not passed, it can be edited and modified directly, or one-click copy and change can be selected. Among them, the quotation list can display whether the real-time quotation is available, and the approval list can view the corresponding real-time status of the approval.

[0070] In addition, in the system for processing data into orders in the embodiment of the present application, based on the function of the business opportunity module 12, a customer is created. Figure 4 As shown, Figure 4 It is a schematic diagram of creating a customer in a system for processing data into orders according to an embodiment of the present invention, wherein a business manager / business assistant first completes the creation of the corresponding customer, and if the customer is not confirmed, it can be saved as a draft.

[0071] Based on the function of business opportunity module 12, after creating a customer, the customer details page can be as follows Figure 5 As shown, Figure 5 It is a schematic diagram of a customer details page in a system for processing data into orders according to an embodiment of the present invention. After creating a customer, you can enter the user details page, where you can see detailed basic information and business information (the above information is not real data).

[0072] Based on the function of business opportunity module 12, create business opportunities such as Figure 6 and Figure 7 As shown, Figure 6 is a schematic diagram of creating a business opportunity in a system for processing data into orders according to an embodiment of the present invention. Figure 7 It is a schematic diagram of creating business opportunities in another data processing order system according to an embodiment of the present invention. On the business opportunity page, after the business opportunity is created, click on the details to initiate collaboration, and after completing the process, you can enter the coordination module 14.

[0073] The functions of the coordination module 14 in the embodiment of the present application include: business opportunity collaboration, business opportunity coordination and quotation review, among which, Figure 8 and Fig. 9 As shown, Figure 8 is a schematic diagram of business opportunity negotiation in a data processing order system according to an embodiment of the present invention. Fig. 9 This is a schematic diagram of business opportunity negotiation in another data processing order system according to an embodiment of the present invention. Through business opportunity collaboration, you can click to add a new quotation, select the quotation type, check the quotation range, upload the detailed quotation numbers, and finally generate a quotation. One business opportunity can initiate multiple quotations. Finally, all quotations will be included in the quotation system of the business opportunity with the business opportunity number. Each business opportunity supports multiple quotations in the form of versions. In the actual business opportunity order-taking process, multiple quotations are often required to meet customer needs. The setting based on business opportunities and multiple quotations can meet offline business rules and well preserve the traces of each quotation.

[0074] Fig.10 FIG. 1 is a schematic diagram of quotation review in a data processing system according to an embodiment of the present invention. Fig.10 As shown, you can see the review times and status of the detailed quotation application, which is more conducive to the coordination department to initiate reasonable quotations. Big data can also be used to calculate how many times a quotation needs to be submitted to achieve success. Secondly, the coordination specialist can save records for each quotation in the system and can copy the previous reference quotations, which can greatly improve efficiency. You can also dynamically view the details of each quotation processing, including the control of the entire quotation process, so that you can get twice the result with half the effort.

[0075] The present invention adopts the above technical scheme, by creating business opportunities, initiating a collaboration process based on the business opportunities to be quoted, and obtaining collaboration results; executing the newly added quotation function based on the business opportunities, completing the quotation sheet according to the collaboration process, and storing the collaboration results, wherein the corresponding quotation sheet is stored based on the business opportunity as the dimension. Compared with the existing technology, it has the following technical effects: realizing the automation of reporting work, template customization, data traceability and real-time sharing, thereby improving work efficiency and simplifying project management.

[0076] Example 2

[0077] An exemplary embodiment of the present invention is as follows Fig.11 As shown, Fig.11 : is a flow chart of a method for processing data into orders according to an embodiment of the present invention, which is applied to the system for processing data into orders in Example 1. A method for processing data into orders provided in an embodiment of the present application includes:

[0078] Step S1102, creating a business opportunity, initiating a collaboration process based on the business opportunity to be quoted, and obtaining a collaboration result;

[0079] Step S1104, execute the newly added quotation function according to the business opportunity, complete the quotation according to the collaboration process, and store the collaboration result, wherein the corresponding quotation is stored with the business opportunity as the dimension.

[0080] Optionally, a method for processing data into orders provided in an embodiment of the present application also includes: classifying customers, business opportunities, collaborations and coordinated quotations that have been cooperated with in historical data; setting at least one business opportunity to initiate multiple quotations, saving the correspondence between at least one business opportunity and multiple quotations and the multiple quotations, and when a newly created quotation is the same as the quotation among the multiple quotations, generating a quotation through a one-click copy function.

[0081] Optionally, a method for processing data into orders provided in an embodiment of the present application also includes: adding a quotation based on a business opportunity, wherein corresponding quotation parameters are filled in for the newly added quotation, the quotation range is determined, the quotation details are uploaded, and calculations are performed based on the quotation details; wherein filling in corresponding quotation parameters for the newly added quotation includes: obtaining a quotation template; and filling in corresponding quotation parameters for the newly added quotation based on the quotation template.

[0082] Optionally, a method for processing data into orders provided in an embodiment of the present application also includes: when the quotation is reviewed and approved, setting an overview of the quotation; when the quotation is not reviewed and approved, modifying the quotation; wherein the modification includes: completing the modification by selecting the opinion copy and change function.

[0083] The present invention adopts the above technical scheme, by creating business opportunities, initiating a collaboration process based on the business opportunities to be quoted, and obtaining collaboration results; executing the newly added quotation function based on the business opportunities, completing the quotation sheet according to the collaboration process, and storing the collaboration results, wherein the corresponding quotation sheet is stored based on the business opportunity as the dimension. Compared with the existing technology, it has the following technical effects: realizing the automation of reporting work, template customization, data traceability and real-time sharing, thereby improving work efficiency and simplifying project management.

[0084] The above description is only a preferred embodiment of the present invention, and does not limit the implementation mode and protection scope of the present invention. For those skilled in the art, it should be aware that all solutions obtained by equivalent substitutions and obvious changes made using the description and illustrations of the present invention should be included in the protection scope of the present invention.

Claims

1. A system for processing data into singles, characterized in that: include: Business opportunity module and coordination module, among which, The business opportunity module is used to create business opportunities, initiate a collaboration process based on the business opportunities to be quoted, and obtain collaboration results; The coordination module is used to execute a new quotation function according to the business opportunity, complete the quotation sheet according to the collaboration process, and store the collaboration result.

2. The data processing system according to claim 1, characterized in that: The system further comprises: The classification module is used to classify the customers, business opportunities, collaborations and quotations that have been cooperated with in the historical data; The merging module is used to set up multiple quotations corresponding to at least one business opportunity, save the corresponding relationship between the at least one business opportunity and the multiple quotations and the multiple quotations, and when the newly created quotation is the same as the quotation among the multiple quotations, generate the quotation through a one-click copy function.

3. The data processing system according to claim 1, characterized in that: The coordination module is also used to store corresponding quotations based on business opportunities.

4. The data processing system according to claim 1, characterized in that: The system further comprises: The template customization module is used to customize the quotation template according to the types of contract research organization CRO, clinical trial site management organization SMO, clinical project start-up specialist SSU, patient compensation, functional service provider FSP, technical service and others, and set corresponding labels for each type.

5. The data processing system according to claim 1, characterized in that: The system further comprises: The sharing module is used to assign corresponding permissions to customers, business opportunity followers, department managers and highest-authority managers, view corresponding business opportunities and / or quotations based on the permissions, and share real-time data based on the permissions.

6. The data processing system according to any one of claims 1 to 5, characterized in that: The business opportunity module is further used to add a new quotation sheet according to the business opportunity, wherein corresponding quotation parameters are filled in the new quotation sheet, the quotation range is determined, the quotation details are uploaded, and calculations are performed according to the quotation details; The filling in corresponding quotation parameters for the newly added quotation includes: obtaining a quotation template; and filling in corresponding quotation parameters for the newly added quotation according to the quotation template.

7. The data processing system according to claim 1, characterized in that: The coordination module is also used to set an overview quotation when the quotation is approved; when the quotation is not approved, modify the quotation; wherein the modification includes: completing the modification by selecting the opinion copy and change function.

8. A method for processing data into singles, characterized in that: The system used for data processing into orders includes: Create a business opportunity, initiate a collaboration process based on the business opportunity to be quoted, and obtain a collaboration result; A new quotation function is executed according to the business opportunity, a quotation sheet is completed according to the collaboration process, and the collaboration result is stored, wherein the corresponding quotation sheet is stored with the business opportunity as a dimension.

9. The method for processing data into orders according to claim 8, characterized in that: The method further comprises: Categorize the clients, business opportunities, collaborations and quotations that have been worked on in historical data; Set at least one business opportunity to initiate multiple quotations, save the corresponding relationship between the at least one business opportunity and the multiple quotations and the multiple quotations, and when the newly created quotation is the same as the quotation among the multiple quotations, generate the quotation through the one-click copy function.

10. The method for processing data into orders according to claim 8, characterized in that: The method further comprises: Add a new quotation sheet according to the business opportunity, wherein corresponding quotation parameters are filled in the new quotation sheet, the quotation range is determined, the quotation details are uploaded, and calculation is performed according to the quotation details; The filling in corresponding quotation parameters for the newly added quotation includes: obtaining a quotation template; and filling in corresponding quotation parameters for the newly added quotation according to the quotation template.

11. The method for processing data into orders according to claim 8, characterized in that: The method further comprises: When the quotation is approved, set the overview quotation; When the quotation fails to pass the review, the quotation is modified; wherein the modification includes: completing the modification by selecting the opinion copy and change function.

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