Quotation completion time calculation method and system based on mold product quotation factors

By designing a quotation completion time calculation method and system based on mold product quotation factors, the problem of customer waiting time is solved, and the rapid and accurate quotation completion time calculation is achieved, which improves customer satisfaction and quotation accuracy.

CN120013502APending Publication Date: 2025-05-16ZHONGSHAN PRESENT PRECISION MANUFACTURING CO LTD
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Patent Information

Application Number
CN202411953391.9
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-12-27
Publication Date
2025-05-16

AI Technical Summary

Technical Problem

In the field of mechanical processing, customers need to wait for a long time to get a quotation for mold products, resulting in poor customer experience and it is difficult for quotation engineers to complete the quotation within 48 hours.

Method used

Design a method and system for quotation completion time calculation based on mold product quotation factors. By defining the composition of quotation completion time, including the basic quotation time, additional quotation time, purchase reply time and outgoing reply time, and perform programmatic calculations based on these factors to determine the appropriate quotation completion time.

Benefits of technology

Through this system, it is possible to quickly and accurately calculate the quotation completion time, improve customer satisfaction, and provide quotation engineers with sufficient time to check quotation costs and reduce quotation errors.

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Abstract

The invention discloses a quotation completion time calculation method based on a mold product quotation factor, and the method is characterized in that the method comprises the following steps: S1, defining the composition of quotation completion time T, including quotation basic time B, additional quotation time E, purchase reply time P and outgoing reply time W, and if E + P > W, T = B + E + P; if E + P < W, T = B + W, S2, listing factors influencing quotation completion time, endowing different factors with a corresponding time value, endowing the different factors with the sum of the corresponding time values of the factors related to one product as H, not containing the factor corresponding to the number of money, and if one inquiry request relates to multiple products, the number of money is K, the factor corresponding to the number of money is Q, and E = QKH, executing the step S2; through the method, programmed calculation of the quotation completion time can be realized, so that the quotation completion time can be quickly and accurately calculated, appropriate and accurate quotation time is provided for customers, the satisfaction degree of the customers is improved, quotation engineers have sufficient time to check various quotation costs, and the quotation efficiency is improved. And a good effect of avoiding a quotation error can also be achieved.
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Description

Technical Field

[0001] The invention relates to a method and system for calculating quotation completion time based on quotation factors of mold products. Background Art

[0002] Quotation is an essential part of a company's business activities. When receiving a customer's inquiry request, being able to quickly and promptly provide the customer with price information can win the customer's favor and help close the deal. However, in some mechanical processing fields, due to the large number of materials and processing techniques involved, as well as outsourcing of design and other factors, price feedback is generally not fast, and customers need to wait for a long time.

[0003] However, customers need to know a more certain quotation time to arrange their own purchasing plans. In the past, the quotation reply mode was fixed within 48 hours, but the quotation engineer often took more than 48 hours to process the inquiry request, which gave customers a very bad experience. Therefore, the applicant designed a quotation completion time calculation method and system based on the quotation factors of mold products. Through the above, a suitable and accurate quotation time can be defined, which can not only avoid customer dissatisfaction, but also give quotation engineers sufficient time to check the various quotation costs, which can also play a good role in avoiding quotation errors. Summary of the invention

[0004] In order to overcome the deficiencies of the prior art, the present invention provides a method and system for calculating quotation completion time based on mold product quotation factors.

[0005] The technical solution adopted by the present invention to solve its technical problem is:

[0006] The method for calculating the quotation completion time based on the quotation factors of mold products is characterized by comprising the following steps:

[0007] S1: Define the composition of quotation completion time T, including: basic quotation time B, additional quotation time E, procurement response time P, outbound response time W,

[0008] If E+P>W, T=B+E+P;

[0009] If E+P<W, T=B+W,

[0010] S2: List the factors that affect the time to complete the quotation, and assign a corresponding time value to different factors. The sum of the corresponding time values ​​of the factors involved in a product is H. H does not include the factors corresponding to the number of items. If a quotation request involves multiple products, the number of items is K, and the factors corresponding to the number of items are Q, E = QKH.

[0011] The factors include materials, product complexity, process diversity, export molds, mass production molds, number of product models, quotation quantity, and freight calculation.

[0012] When K is less than 5, Q is 1.2; when 5≤K≤10, Q is 1; when 10 is less than K, Q is 0.8.

[0013] When E≤6H, E is defined as 0.

[0014] List the purchase items that appear in the procurement, and assign a corresponding time value to each purchase item.

[0015] The procurement items include: mold accessories, fixtures, mold processing technology, production tools and accessories, paint / thinner, metal accessories, color masterbatch, CNC raw materials, injection molding raw materials, mold frames, VC materials, and post-processing technology.

[0016] List the outbound items that appear in the outbound delivery, and assign a corresponding time value to each outbound item.

[0017] The outsourced projects include: CNC / SLA, PDC molds and production, injection molding / blister molding / extrusion, aluminum extrusion / stamping, new processes, and processes developed by suppliers.

[0018] A quotation completion time calculation system based on mold product quotation factors using the method described in claims 1 to 8, characterized in that it includes a product complexity module, a main process module, a mold type module, a quotation product quantity module, a freight selection module, a procurement module, an outsourcing module and a confirmation module.

[0019] The beneficial effects of the present invention are as follows: the present invention defines the composition of the quotation completion time T and establishes a company for the quotation completion time, and the above method can realize the programmed calculation of the quotation completion time, so that the quotation completion time can be calculated quickly and accurately, thereby giving the customer a suitable and accurate quotation time, thereby improving customer satisfaction, and the quotation engineer has sufficient time to check the various quotation costs, which can also play a good role in avoiding quotation errors. BRIEF DESCRIPTION OF THE DRAWINGS

[0020] The present invention is further described below in conjunction with the accompanying drawings and embodiments.

[0021] Figure 1 It is a module diagram of the system of the present invention. DETAILED DESCRIPTION

[0022] The advantages and features of the present disclosure and its implementation methods 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.

[0023] 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.

[0024] When explaining an element, although not explicitly described, the element is understood to include a range of error.

[0025] 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.

[0026] 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.

[0027] 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.

[0028] 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.

[0029] Reference Figure 1The present invention discloses a method and system for calculating quotation completion time based on quotation factors of mold products, comprising the following steps:

[0030] S1: Define the composition of quotation completion time T, including: basic quotation time B, additional quotation time E, procurement response time P, outbound response time W,

[0031] If E+P>W, T=B+E+P;

[0032] If E+P<W, T=B+W,

[0033] In the above, because the additional quotation time E plus the procurement response time P and the outsourcing response time overlap, the above time only needs to take a maximum value as the value of the quotation completion time T. In this application, the basic quotation time is set to 48H according to previous experience. If some items in the inquiry request need to be purchased externally, the quotation of the inquiry request needs to wait for the purchase price reply before starting to calculate the quotation, such as material price, mold frame price and other metal accessories, etc. Therefore, when E+P>W, the quotation completion time is B+E+P; if there are main process steps in the inquiry request that need to be directly outsourced, the price of the inquiry request is basically determined by the outsourcing price. After the outsourcing price is replied, the quotation engineer can quickly complete the quotation, so there is no need to use the additional quotation time E, such as PDC mold outsourcing, injection mold outsourcing and new process, etc., so E+P<W, T=B+W.

[0034] In the above, if there is no outsourcing and procurement, P and W are both 0, and no additional quotation time is required, and E is also 0.

[0035] For example, in the above, the purchase response time P = 24 hours, the additional quotation time E = 8 hours, the outgoing response time W = 24 hours, 8 + 24 > 24, according to the formula T = 48 + 24 + 8 = 80 hours;

[0036] For example, in the above example, the procurement response time P = 24H, the additional quotation time E = 12H, the outgoing response time W = 48H, 12+24<48, according to the formula T = 48+48 = 96H, the additional quotation time E is regarded as 0.

[0037] As a preferred design, if E≤6H, we default E to 0, no additional time is needed, and the quotation will be scheduled to be completed within 48 hours; this E itself represents the additional quotation time, which is added to the basic quotation time. However, if it is ≤6H, in order to quickly provide customers with quotations, we can flexibly adjust the basic quotation time B. The quotation engineer can allocate the work done in the additional quotation time ≤6H to the basic quotation time B, so that there is no need to increase the additional quotation time, thereby shortening the quotation completion time T and improving customer satisfaction. However, if it is greater than 6, this time must be increased because there is no way to flexibly handle the tasks of this extra time.

[0038] For example, the procurement response time P = 24H, the additional quotation time E = 3H, and the outgoing response time W = 24H. According to the formula, T = 48 + 24 = 72H; the additional quotation time E is regarded as 0.

[0039] The accuracy of the formula was verified by a large number of previous inquiry requests and related data. By comparing the empirical values, the error range is ±5H;

[0040] S2: List the factors that affect the quotation completion time and assign a corresponding time value to each factor. The sum of the corresponding time values ​​of all factors involved in a product is H. If a quotation request involves multiple products K, E = KH. The corresponding time value of the factor is calculated based on previous quotation experience, and then the factor value is adjusted by simulating the calculation in the calculation formula of the additional quotation time.

[0041] Specifically, the factors include materials, product complexity, process diversification, export molds, mass production molds, product models, quotation quantity, freight calculation, etc. These factors are all related to the calculation of quotation time. The following table lists the factors and the corresponding time values ​​and related notes:

[0042]

[0043]

[0044] Product complexity is determined after evaluation by quotation engineers, who organize and compare previous data, divide product complexity into three levels and set corresponding times in the system. Once the product complexity is determined and its level is entered, the system will automatically call out the corresponding time as a parameter and substitute it into the formula for calculation, thus simplifying the work of quotation engineers and improving efficiency.

[0045] For example, there can be 8 products in an inquiry request, each product requires 4 unit prices, the product complexity is medium, the process includes injection molding and die casting, and there is freight. In this way, the additional time we need is: the corresponding factor for 8 products is 1, the quantity is 8, and the corresponding factor for medium product complexity is 2. The process includes injection molding and die casting, which means there are multiple processes, and the corresponding factor is 1, plus the factor of 0.5 for freight calculation.

[0046] 8*1*(2+1+0.5)=28H

[0047] In this application, the items included in the purchase are: mold accessories, fixtures, mold processing technology, production tools and accessories, paint / thinner, metal accessories, color masterbatch, CNC raw materials, injection molding raw materials, mold base, VC materials, post-processing technology, etc. If there are multiple Ps in the same inquiry request, only the maximum value of P is needed for calculation;

[0048] The outsourcing items include: CNC / SLA, PDC molds and production, injection molding / blister molding / extrusion, aluminum extrusion / stamping, new processes, and processes developed by suppliers. If there are multiple Ws in the same inquiry request, only the maximum value of W needs to be taken for calculation.

[0049] Based on the above calculation method and logic, develop a quotation completion time calculation system on the AI ​​quotation system;

[0050] The system includes product complexity module, main process module, mold type module, quotation product quantity module, freight selection module, procurement module, and outsourcing module. Quotation engineers only need to input corresponding data into the above modules and confirm them. The system can quickly calculate the quotation completion time, which not only improves customer satisfaction, but also gives quotation engineers sufficient time to check various quotation costs, which can also play a good role in avoiding quotation errors.

[0051] The above is a detailed introduction to the method for calculating the quotation completion time based on the mold product quotation factors provided in the 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 calculating quotation completion time based on mold product quotation factors, characterized in that: The steps include: S1: Define the composition of quotation completion time T, including: basic quotation time B, additional quotation time E, procurement response time P, outbound response time W, If E+P>W, T=B+E+P; If E+P<W, T=B+W, S2: List the factors that affect the time to complete the quotation, and assign a corresponding time value to different factors. The sum of the corresponding time values ​​of the factors involved in a product is H. H does not include the factors corresponding to the number of items. If a quotation request involves multiple products, the number of items is K, and the factors corresponding to the number of items are Q, E = QKH.

2. The method for calculating quotation completion time based on mold product quotation factors according to claim 1, characterized in that: The factors include materials, product complexity, process diversity, export molds, mass production molds, number of product models, quotation quantity, and freight calculation.

3. The method for calculating quotation completion time based on mold product quotation factors according to claim 1, characterized in that: Where K is less than 5, Q is equal to 1.2; where 5 is less than or equal to K is less than or equal to 10, Q is equal to 1; The above 10<K, Q=0.

8.

4. The method for calculating quotation completion time based on mold product quotation factors according to claim 1, characterized in that: When E≤6H, E is defined as 0.

5. The method for calculating quotation completion time based on mold product quotation factors according to claim 1, characterized in that: List the purchase items that appear in the procurement, and assign a corresponding time value to each purchase item.

6. The method for calculating quotation completion time based on mold product quotation factors according to claim 5, characterized in that: The procurement items include: mold accessories, fixtures, mold processing technology, production tools and accessories, paint / thinner, metal accessories, color masterbatch, CNC raw materials, injection molding raw materials, mold frames, VC materials, and post-processing technology.

7. The method for calculating quotation completion time based on mold product quotation factors according to claim 1, characterized in that: List the outbound items that appear in the outbound delivery, and assign a corresponding time value to each outbound item.

8. The method for calculating quotation completion time based on mold product quotation factors according to claim 7, characterized in that: The outsourced projects include: CNC / SLA, PDC molds and production, injection molding / blister molding / extrusion, aluminum extrusion / stamping, new processes, and processes developed by suppliers.

9. A quotation completion time calculation system based on mold product quotation factors using the method of claims 1 to 8, characterized in that: It includes product complexity module, main process module, mold type module, quotation product quantity module, freight selection module, procurement module, outsourcing module and confirmation module.