Quotation auditing method based on complexity evaluation of plastic mold product
Through the method of evaluating the complexity of plastic mold products and automatically assigning auditors, the problem of quotation deviation of complex workpieces is solved, and an efficient and accurate quotation review process is achieved.
Patent Information
- Application Number
- CN202411953394.2
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-12-27
- Publication Date
- 2025-04-29
AI Technical Summary
In the field of mechanical processing, the quotation of complex workpieces is prone to deviations, resulting in reduced efficiency and inaccurate cost.
The quotation review method based on the evaluation of the complexity of plastic mold products is adopted, and the product complexity is automatically judged through the computer system and the corresponding auditors are assigned to ensure the accuracy of the quotation.
A systematic and standardized audit process has been realized, which improves the accuracy and efficiency of audits and reduces quotation deviations.
Smart Images
Figure CN119904185A_ABST
Abstract
Description
Technical Field
[0001] The invention relates to a method for reviewing a mold quotation, in particular to a method for reviewing a quotation based on a complexity evaluation of a plastic mold product. Background Art
[0002] In the field of mechanical processing, quoting for workpieces is an indispensable part. Quotation engineers need to estimate product processing time, product material prices and surface treatment costs, and finally combine the above costs to get a product quotation. However, many workpieces are relatively complex, involving many materials and processing technologies, and quotation engineers are bound to have quotations with deviations.
[0003] Therefore, in order to reduce quotation deviation while ensuring efficiency, this application designs a method for quotation review based on plastic mold product complexity evaluation. Summary of the invention
[0004] In order to overcome the deficiencies of the prior art, the present invention provides a method for reviewing a quotation based on a complexity assessment of a plastic mold product.
[0005] The technical solution adopted by the present invention to solve its technical problem is:
[0006] The method for reviewing a quotation based on the complexity evaluation of a plastic mold product is characterized by comprising the following steps:
[0007] S1: When receiving a quotation request, the quotation engineer first reviews the drawings in the quotation request, determines the complexity of the product, and enters the complexity of the product into the computer system, and then makes a quotation according to the normal quotation process;
[0008] S2: After the quotation is completed, a quotation is created on the computer system. The computer system determines whether it needs to be reviewed based on the customer category and the complexity of the product. If the quotation needs to be reviewed, the computer system will automatically pop up a window to request review, and push the review email to the corresponding reviewer based on the corresponding rules between the complexity of the product and the reviewer. If the quotation does not need to be reviewed, the quotation will be sent to the designated person;
[0009] S3: After receiving the email, the corresponding reviewer enters the review interface through the link in the email to conduct the review. After the review is completed, click the Finish button and save the review record;
[0010] S4: After seeing the information that the review is completed on the computer system, the quotation engineer will send the quotation to the designated person and click OK on the computer system to complete the quotation.
[0011] The complexity of the products includes three levels: simple, medium and complex.
[0012] The complexity of the product is subdivided into 10 degrees, and it is stipulated that 1-5 belongs to the simple level; 6-7 belongs to the medium level; 8-10 belongs to the complex level.
[0013] The reviewers include quotation engineers, engineers, and experts. The simple level corresponds to quotation engineer review, the medium level corresponds to engineer review, and the complex level corresponds to expert review.
[0014] The quotation engineers are divided into groups of two, and when the quotation engineers serve as reviewers, they review each other according to the groups.
[0015] In S2, if a quotation request involves products of multiple grades, the review emails need to be pushed to different reviewers according to the different grades.
[0016] The customer categories include old customers and key customers and new customers. The products of the old customers, key customers and new customers correspond to three levels: simple, medium and complex. Each level corresponds to different reviewers. When the product level of the new customer is simple, no personnel review will be arranged.
[0017] The beneficial effects of the present invention are as follows: the present invention classifies and grades the complexity of products in a standardized manner, and then establishes audit rules based on the relationship between customer categories and product complexity levels, thereby enabling systematic and standardized audits to be implemented, and the arrangement of auditors is reasonable, thereby ensuring the accuracy and efficiency of the audits. BRIEF DESCRIPTION OF THE DRAWINGS
[0018] The present invention is further described below in conjunction with the accompanying drawings and embodiments.
[0019] Figure 1 It is a flow chart of the present invention. DETAILED DESCRIPTION
[0020] The advantages and features of the present disclosure and its implementation method will be explained by the following embodiments described with reference to the accompanying drawings. However, the present disclosure can be embodied in different forms and should not be interpreted as being limited to the embodiments set forth herein. On the contrary, these embodiments are provided so that the present disclosure will be comprehensive and complete, and will fully convey the scope of the present disclosure to those skilled in the art. In addition, the present disclosure is limited only by the scope of the claims.
[0021] The shapes, sizes, ratios, angles and numbers disclosed in the drawings for describing the embodiments of the present disclosure are only examples, and therefore the present disclosure is not limited to the details shown. Throughout this specification, the same reference numerals refer to the same elements. In the following description, when the detailed description of the relevant known functions or configurations is determined to be unnecessary to blur the focus of the present disclosure, the detailed description will be omitted. In the case of using "including", "having" and "comprising" described in this specification, other parts may be added unless "only" is used. Unless otherwise indicated, the terms in the singular may include plural forms.
[0022] When explaining an element, although not explicitly described, the element is understood to include a range of error.
[0023] When describing a positional relationship, for example, when the positional relationship is described as "on," "above," "below," and "adjacent to," unless "immediately" or "directly" is used, one or more parts may be arranged between two other parts.
[0024] When describing a time relationship, for example, when a time sequence is described as “after,” “subsequently,” “next,” and “before,” discontinuous cases may be included unless “just” or “directly” is used.
[0025] It should be understood that although the terms "first", "second", etc. may be used herein to describe various elements, these elements should not be limited by these terms. These terms are only used to distinguish one element from other elements. For example, a first element may be referred to as a second element, and similarly, a second element may be referred to as a first element without departing from the scope of the present disclosure.
[0026] As those skilled in the art can fully understand, the features of the different embodiments of the present disclosure can be coupled or combined with each other in part or in whole, and can cooperate with each other in various ways and be driven technically. The embodiments of the present disclosure can be performed independently of each other, or can be performed together in a mutually dependent relationship.
[0027] Reference Figure 1 The present invention discloses a method for reviewing a quotation based on a complexity evaluation of a plastic mold product, comprising the following steps:
[0028] S1: When receiving a quotation request, the quotation engineer will first review the drawings in the quotation request, determine the complexity of the product, and enter the complexity of the product into the computer system, and make a quotation according to the normal quotation process; because this application is an improvement proposed for the review, the specific process and rules of the normal quotation process are not detailed.
[0029] As a preferred classification, the complexity of the product includes three levels: simple, medium and complex. The above classification is used as the standard for selecting different reviewers to achieve accurate matching of human resources, improve efficiency and ensure accuracy. As a further preferred classification, we subdivide the complexity of the product into 10 degrees, and stipulate that 1-5 belongs to the simple level; 6-7 belongs to the medium level; 8-10 belongs to the complex level. The above classification not only makes it easier for reviewers to better understand the difficulty of the quotation they are reviewing, so that they can better arrange their work, but also helps to make the quotation more accurate in the subsequent normal quotation process.
[0030] The following is a table showing the complexity levels in descending order:
[0031]
[0032]
[0033] Criteria and descriptions for classifying complexity levels
[0034] The table above shows the mold structure, machine tonnage, tolerance, post-processing process, assembly requirements and their correspondence with grade and complexity.
[0035] Simple level definition: The mold structure is simple, without sliders / elevators or only consists of simple sliders / elevators, without 2D drawings, with no more than two post-processings, and does not involve product assembly;
[0036] Medium level definition: The product mold structure consists of multiple or complex sliders / elevators, including cylinders, secondary ejectors, automatic threads, rubber lagging, etc. There are 2D drawings but the tolerance requirements are not strict, there are more than two post-processing, and parts assembly is involved;
[0037] Complexity level definition: The part requires an injection molding machine of more than 250T, the mold structure is complex or difficult to define the structure and process, involving hot runners, manual inserts, strict 2D tolerance requirements, or exceeding the tolerance of SATA, and more than two post-processing, involving part assembly;
[0038] S2: After the quotation is completed, a quotation is created on the computer system. The computer system determines whether it needs to be reviewed based on the customer category and the complexity of the product. If the quotation needs to be reviewed, the computer system will automatically pop up a window to request review, and push the review email to the corresponding reviewer based on the corresponding rules between the complexity of the product and the reviewer. If the quotation does not need to be reviewed, the quotation will be sent to a designated person, who is preferably a customer service manager;
[0039] Specifically: the customer categories include old customers and key customers and new customers. The products of the old customers, key customers and new customers correspond to three levels: simple, medium and complex. Each level corresponds to different reviewers. When the product level of the new customer is simple, no personnel review will be arranged, as shown in the following table.
[0040] The reviewers include quotation engineers, engineers, and experts. The simple level corresponds to quotation engineer review, the medium level corresponds to engineer review, and the complex level corresponds to expert review.
[0041] There are a large number of quotation engineers. In order to improve efficiency, the quotation engineers are grouped in pairs. When the quotation engineers act as reviewers, they review each other according to the groups. In this way, when a quotation is established and needs to be reviewed by a quotation engineer, the corresponding reviewer can be found quickly, which simplifies the arrangement process. For example, A and B are quotation engineers in the same group. When A quotes and establishes a quotation that needs to be reviewed by a quotation engineer, the system will directly send it to B, avoiding the need to establish additional complex assignment rules.
[0042] Of course, if the level of complexity is higher, other personnel will need to be assigned to review it. The engineer is preferably the project engineer responsible for this project, and the expert is preferably a senior engineer with rich experience who has worked in this field for more than many years.
[0043] The following is the audit rules table:
[0044]
[0045] The reason why we classify customers into two categories, namely old customers, key customers and new customers, and then establish different corresponding review relationships is to improve efficiency and save time. Because the probability of a deal with a new customer is relatively low, the probability of a quotation engineer making an error is very low for some simple-level products. Therefore, there is no need to review after the quotation engineer quotes. This saves time and improves efficiency. The order transaction rate of old customers and key customers is high, so the accuracy of the quotation is very high. Therefore, even the quotation sheets for simple-level products need to be reviewed.
[0046] S3: After receiving the email, the corresponding reviewer enters the review interface through the link in the email to conduct the review. After the review is completed, click the Finish button and save the review record;
[0047] S4: After seeing the information that the review is completed on the computer system, the quotation engineer will send the quotation to the designated person and click OK on the computer system to complete the quotation. The designated person is preferably the customer service manager. If errors are found in the quotation during the review process, the error information will also be included in the information that the review is completed. The quotation engineer will modify the quotation based on the error information and send it directly to the designated person after modification.
[0048] As a further improvement, in S2, if a quotation request involves products of multiple grades, the review emails need to be pushed to different reviewers according to different grades.
[0049] If there are multiple complexity levels in the same inquiry request, you need to display the other party's review when sending related emails. The content of the push = pop-up reminder function. The relevant template is as follows: For example, an inquiry request comes from a new customer. The project has two parts, one with a complexity of 6 and the other with a complexity of 8. The content of the push can be:
[0050] The product mold structure consists of multiple or complex sliders / elevators, including oil cylinders, secondary ejectors, automatic threads, rubber encapsulation, etc. There are 2D drawings but the tolerance requirements are not strict, there are more than two post-processing, and parts assembly is involved; this content is sent to the designated engineer for review together with the quotation;
[0051] This part requires an injection molding machine with a capacity of more than 250T, and the mold structure is complex or difficult to define the structure and process, involving hot runners, manual inserts, strict 2D tolerance requirements, or exceeding SATA tolerances, and more than two post-processing, involving part assembly; this content is sent together with the quotation to the designated expert for review.
[0052] The above is a detailed introduction to a method for quotation review based on plastic mold product complexity assessment provided by an embodiment of the present invention. Specific examples are used in this article to illustrate the principles and implementation methods of the present invention. The description of the above embodiments is only used to help understand the method of the present invention and its core idea; at the same time, for general technical personnel in this field, according to the idea of the present invention, there will be changes in the specific implementation method and application scope. In summary, the content of this specification should not be understood as a limitation on the present invention.
Claims
1. A method for reviewing quotations based on the complexity assessment of plastic mold products, characterized by: The following steps are involved: S1: When receiving a quotation request, the quotation engineer first reviews the drawings in the quotation request, determines the complexity of the product, and enters the complexity of the product into the computer system, and then makes a quotation according to the normal quotation process; S2: After the quotation is completed, a quotation is created on the computer system. The computer system determines whether it needs to be reviewed based on the customer category and the complexity of the product. If the quotation needs to be reviewed, the computer system will automatically pop up a window to request review, and push the review email to the corresponding reviewer based on the corresponding rules between the complexity of the product and the reviewer. If the quotation does not need to be reviewed, the quotation will be sent to the designated person; S3: After receiving the email, the corresponding reviewer enters the review interface through the link in the email to conduct the review. After the review is completed, click the Finish button and save the review record; S4: After seeing the information that the review is completed on the computer system, the quotation engineer will send the quotation to the designated person and click OK on the computer system to complete the quotation.
2. The method for reviewing a quotation based on the complexity evaluation of a plastic mold product according to claim 1, characterized in that: The complexity of the products includes three levels: simple, medium and complex.
3. The method for reviewing a quotation based on the complexity evaluation of a plastic mold product according to claim 2, characterized in that: The complexity of the product is subdivided into 10 degrees, and it is stipulated that 1-5 belongs to the simple level; 6-7 belongs to the medium level; 8-10 belongs to the complex level.
4. The method for reviewing a quotation based on the complexity evaluation of a plastic mold product according to claim 2, characterized in that: The reviewers include quotation engineers, engineers, and experts. The simple level corresponds to quotation engineer review, the medium level corresponds to engineer review, and the complex level corresponds to expert review.
5. The method for reviewing a quotation based on the complexity evaluation of a plastic mold product according to claim 4, characterized in that: The quotation engineers are divided into groups of two, and when the quotation engineers serve as reviewers, they review each other according to the groups.
6. The method for reviewing a quotation based on the complexity evaluation of a plastic mold product according to claim 1, characterized in that: In S2, if a quotation request involves products of multiple grades, the review emails need to be pushed to different reviewers according to the different grades.
7. The method for reviewing a quotation based on the complexity evaluation of a plastic mold product according to claim 1, characterized in that: The customer categories include old customers and key customers and new customers. The products of the old customers, key customers and new customers correspond to the three levels of simple, medium and complex. Corresponding auditors are arranged for old customers and key customers at the three levels, and corresponding auditors are arranged for new customers at the medium and complex levels.