Cooperative operation platform taking order processing as core and closely associated with stores and factories

By developing a collaborative operation platform closely linked to stores and factories with order processing as the core, the problem of inefficient collaborative operation between stores and factories is solved, and automatic document circulation and reminder is realized, improving work efficiency and reducing labor costs.

CN119558943APending Publication Date: 2025-03-04ZHEJIANG KERUI SOFTWARE CO LTD
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Patent Information

Application Number
CN202411826933.6
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-12-12
Publication Date
2025-03-04

AI Technical Summary

Technical Problem

The existing store management technology is difficult to achieve coordinated operation between stores and factories, resulting in inefficient order tracking and after-sales process control, and documents cannot be automatically transferred to ERP, resulting in waste of labor costs and time.

Method used

Develop a collaborative operation platform that closely connects stores and factories with order processing as the core. Through the system, it integrates stores, branches, and factories and connects business processes to realize automatic transfer and reminders of documents, and improves work efficiency.

Benefits of technology

Through system integration and automatic circulation, the collaborative operation efficiency between stores and factories is improved, labor costs and time waste are reduced, and a unified data statistics caliber is provided for easy management.

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Abstract

The invention provides a collaborative operation platform which takes order processing as a core and is closely associated with stores and factories, the collaborative operation platform is a comprehensive tool of store sales and supply chain collaboration, stores, branch companies and factories are integrated through the system, business processes are connected in series, receipts are automatically transferred, the receipts are transferred to people, the responsibilities are clear, the working efficiency is improved, and the system is suitable for popularization and application. And meanwhile, a powerful basis is provided for data statistics of each branch company and each store. The system is mainly divided into two parts, namely a store end and a supply chain cooperation end, and each part bears different responsibilities and functions so as to ensure the smoothness and high efficiency of the whole ordering process. The store end mainly serves daily sales and purchase requirements of stores, and covers multiple aspects such as order management, warehousing management, installation management, after-sales refunding and exchanging, fund management, inventory management, reports and the like. The supply chain cooperation end focuses on the links of order processing, delivery, collection and the like, and efficient cooperation of the whole supply chain is ensured. Functions cover multiple aspects of order management, delivery and warehousing, installation management, after-sales refunding and changing, fund management, price management, inventory management, report, system management and the like.
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Description

Technical Field

[0001] The present invention relates to the field of store management technology. It is a collaborative operation platform that closely links stores and factories with order processing as the core. Through the system, stores, branches, and factories are integrated, business processes are connected in series, documents are automatically transferred, documents are sent to people, responsibilities are clearly defined, work efficiency is improved, and management is convenient. At the same time, it provides a strong basis for data statistics of each branch and each store. Background Art

[0002] As the business expands, the number of branches and stores increases, and the scale becomes larger and larger. At present, the business management of stores is still handled by traditional forms, with unclear rights and responsibilities, and it is difficult to reflect reports and statistics. The daily work efficiency is relatively low, and the stores and factories cannot work together, such as tracking orders and controlling after-sales processes. In addition, the business documents generated cannot be automatically processed by ERP and need to be manually input again, resulting in a lot of labor costs and time waste. Through the development of this system, stores, branches, and factories are integrated, business processes are connected in series, documents are automatically circulated, and relevant personnel are reminded, which improves work efficiency, facilitates management, and unifies the caliber of data statistics. BRIEF DESCRIPTION OF THE DRAWINGS

[0003] In the drawings of the specification Figure 1 It demonstrates the main functions and module structure of the collaborative operation platform that closely links stores and factories with order processing as the core. Through an intuitive interface layout, it presents in detail the key parts of the system integration and their mutual relationships. Summary of the invention

[0004] The system includes the store side and the supply chain side, and has the following functions.

[0005] The main functional modules of the store are as follows.

[0006] Product catalog: includes product catalog and shopping cart, integrated with high-definition product pictures, supports intuitive browsing and quick ordering by adding to shopping cart, improves store operation efficiency and customer shopping experience, and is innovative and practical.

[0007] Order management: including letters of intent, sales orders, and purchase orders, is the starting point of the entire ordering process.

[0008] Warehouse management: including goods to be received and warehouse entry orders, to achieve rapid warehouse entry and manage related warehouse entry documents to ensure accurate inventory and improve store operation efficiency.

[0009] Shipping management: including store shipments, store delivery orders, factory shipments, and factory delivery orders. Stores can grasp the order status in real time to ensure accurate and timely delivery of goods, thereby improving customer satisfaction and overall operational efficiency.

[0010] Installation management: including items to be installed and installation orders. Stores can view the status of installation tasks and installer information, effectively coordinate installation resources, and ensure that product installation is completed in a timely manner.

[0011] Returns & After-sales: Including return orders, exchange orders, and after-sales orders. When a store initiates a return or after-sales application, the factory will conduct a comprehensive assessment based on factors such as the product status and the reason for the return or exchange. After the review is passed, the system will notify the store to perform subsequent operations, including returning the product or waiting for the exchange to be sent out. The entire process aims to improve the efficiency of return and exchange processing, ensure information synchronization between stores and factories, and optimize customer experience.

[0012] Payment management: including receipts and payment slips. Stores create receipts and payment slips and submit them for review. After review, the documents are pushed to ERP.

[0013] Inventory Management: Stores view store inventory.

[0014] Report: Report analysis.

[0015] The main functions of the supply chain are as follows.

[0016] Order management: including letters of intent, sales orders, and purchase orders. The supply chain reviews the documents submitted by stores.

[0017] Shipping & Warehousing: including factory shipment, factory delivery note, store warehousing note, store shipment, and store delivery note. The factory creates a factory delivery note in the system, and store staff can check the delivery note to determine the status of the goods, strengthen supply chain collaboration, and improve shipping efficiency and accuracy.

[0018] Installation management: including pending installation and installation orders. Factories can view the status of installation tasks, installer information, and effectively coordinate installation resources to ensure timely completion of product installation.

[0019] Returns & After-sales: including return orders, exchange orders, refund orders, and after-sales orders. Supply chain managers conduct a comprehensive assessment based on factors such as product status and reasons for return and exchange. After the review is passed, the system will notify the store to carry out follow-up operations, including returning the product or waiting for the exchange to be sent out. The entire process aims to improve the efficiency of return and exchange processing, ensure information synchronization between stores and factories, and optimize customer experience.

[0020] Funds management: including receipts, payment slips, expense slips. Finance personnel on the supply chain side review receipts and payment slips.

[0021] Product information: including product classification, product list, measurement unit, SKU management, sub-component files, product color number, etc., to achieve comprehensive integration and efficient management of product information.

[0022] Price management: including store price setting, store price list, supply chain price setting and adjustment, flexible configuration of price strategy to ensure the rationality of the price system.

[0023] Basic settings: maintain the basic data required by the system, such as organizational files, settlement methods, logistics companies, cost types, warehouse settings, shipping methods, data dictionaries, etc.

[0024] System management: including account management, user management, and role management, is the basis of system security and operation and maintenance.

[0025] ERP document push: flexibly configure the document transmission method to realize cross-server document push for multiple account sets.

[0026] ERP basic data synchronization: synchronize ERP basic data inventory files, warehouse files, department files, etc. to achieve unification with ERP data.

[0027] To sum up, the functional modules and business processes of a collaborative operation platform that is closely linked to stores and factories with order processing as the core, through coordinated management, help enterprises integrate stores, branches, and factories, realize the connection of business processes, automatic circulation of documents, improve work efficiency, and facilitate management.

Claims

1. A collaborative operation platform that closely links stores and factories with order processing as the core, characterized by: The system includes the store side and the supply chain collaboration side, where: a) The store has the following functions: (1) Shopping cart function, allowing users to select and add items to the shopping cart; (2) Intention order function, used to record the user's unconfirmed order intention; (3) Sales order function, used to generate and manage store sales orders; (4) The function of requesting goods is to generate a document for requesting goods from the supply chain based on the sales order or inventory status; (5) Factory delivery order function, receiving and displaying the delivery order information generated by the supply chain; (6) Store entry order function, which records the information of goods arriving at the store and entering the warehouse; (7) Store delivery order function, used to process orders shipped from stores to customers; (8) Return order and exchange order functions, used to process return and exchange requests respectively; (9) After-sales order function, manage after-sales service processes, including repairs, returns, etc.; (10) Receipt function, recording the amount received by the store; (11) Reporting function: generate various sales, inventory, financial and other reports; b) The supply chain has the following functions: (1) Intent order, sales order, and purchase order functions correspond to the store side and are used to receive, process, and respond to requests from the store side; (2) Factory delivery order function: Generate a delivery order based on the store's order and arrange delivery; (3) Return order and exchange order functions, processing return and exchange requests initiated by stores; (4) After-sales order function, coordinating with the store to handle after-sales service; (5) Receipt function, recording and managing the payment information on the supply chain side; (6) Reporting function: Generate sales, inventory, financial and other reports on the supply chain to support supply chain management and decision-making.

2. The collaborative operation platform closely related to stores and factories with order processing as the core according to claim 1 is characterized in that: The system also includes a data synchronization module for ensuring real-time and accurate synchronization of data between the store end and the supply chain end.

3. The collaborative operation platform closely related to stores and factories with order processing as the core according to claim 1 or 2, characterized in that: The system also includes an intelligent analysis module for predicting sales trends based on historical data, optimizing inventory management, and improving supply chain efficiency.

4. A method for using a collaborative operation platform that closely links stores and factories with order processing as the core as described in any one of claims 1 to 3, comprising operations such as data interaction, order processing, inventory management and after-sales service between the store end and the supply chain collaboration end.