Workpiece quotation time estimation method based on quotation system

By designing a workpiece quotation time estimate method based on the quotation system in CNC processing, the problem of subjectivity and long time of manual quotation methods is solved, and the programmatic quotation estimate time and the improvement of customer satisfaction are achieved.

CN120013618APending Publication Date: 2025-05-16ZHONGSHAN PRESENT PRECISION MANUFACTURING CO LTD
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Patent Information

Application Number
CN202411858733.9
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-12-17
Publication Date
2025-05-16

AI Technical Summary

Technical Problem

During the CNC processing process, the existing manual quotation methods are too subjective, resulting in deviations in quotation and long time, making it difficult to meet customers' demand for quickly obtaining quotation time.

Method used

Design a workpiece quotation time estimate method based on a quotation system. By setting the time parameters used in the process related to the quotation, and establishing the total quotation time formula, we calculate the estimated time required for the entire quotation process.

Benefits of technology

The quotation estimate time is programmed. Users only need to enter the relevant information in the inquiry request to obtain the estimated time, which improves customer satisfaction and quotation efficiency.

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Abstract

The invention discloses a workpiece quotation time estimation method based on a quotation system. The workpiece quotation time estimation method is characterized by comprising the following steps: setting a time parameter used by a flow related to quotation; and establishing a quotation total time formula. According to the method, the estimated time required by the whole quotation process is calculated by setting the time parameter used by the flow related to the quotation and establishing the quotation total time formula, and the quotation estimated time programming can be realized through the method; a user only needs to input related information in the inquiry request, and then the estimated time can be given through the quotation time estimation system.
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Description

Technical Field

[0001] The invention relates to a method for estimating workpiece quotation time, in particular to a method for estimating workpiece quotation time based on a quotation system. Background Art

[0002] In the process of CNC machining, quoting for workpieces is an indispensable part. In the past, the quotation method was manual quotation. The quotation personnel estimated the product processing time, product material price and surface treatment cost based on historical experience and understanding of the industry, and finally combined the above costs to get the product quotation. This quotation method is too subjective, and it is inevitable that there will be problems such as quotation deviation and long quotation time.

[0003] Therefore, our company has designed an automatic quotation system, which uses a multi-linear regression model to estimate the internal processing price of products. This not only improves the accuracy of the quotation but also enables the quotation to be given in a short time.

[0004] However, the final pricing of the product includes not only the internal processing price of the product but also the price of outsourced suppliers (such as material provision, surface treatment, painting, etc.), taxes, transportation, etc.; therefore, it is necessary to inquire about the supplier's materials and accessories, the supplier's process or post-processing, manually evaluate the difficulty of the workpiece, the number of workpiece models, the quotation quantity, taxes, freight, comparison of order drawings, whether there are 3D or 2D drawings, etc., so the final quotation cannot be calculated immediately and it takes a long time to wait, but the customer needs to know a more certain quotation time to arrange their own procurement plan. Therefore, this application designs a method for estimating the product quotation time. After receiving the customer's inquiry request, we can first give the customer a quotation waiting time, so that the customer knows approximately how long it will take to get our company's final quotation, thereby improving customer satisfaction. Summary of the invention

[0005] In order to overcome the deficiencies of the prior art, the present invention provides a method for estimating workpiece quotation time based on a quotation system.

[0006] The technical solution adopted by the present invention to solve the technical problem is:

[0007] A method for estimating workpiece quotation time based on a quotation system, characterized in that it includes the following steps:

[0008] S1: Set the time parameters used in the quotation-related processes: including:

[0009] Classify the supply types of outsourced suppliers and set corresponding response times for them. Select the response time with the largest value from the corresponding response times of the supply types involved in the inquiry request and set it as X;

[0010] Set the time V for calculating the tax rate;

[0011] Set the freight calculation time S;

[0012] Set the basic quotation review time A for each workpiece;

[0013] Set additional quotation review time C according to the difficulty of the workpiece;

[0014] Set the total additional quotation review time G according to the number of workpieces;

[0015] Set the drawing comparison time R for order replay;

[0016] Set the additional quotation review time B required for workpieces without 3D drawings;

[0017] S2: Formula for establishing the total time required for quotation:

[0018] Y=X+V+S+A+C+G+R+B

[0019] Y is the estimated time required for the entire quotation process.

[0020] The outsourcing suppliers are classified into material suppliers and processing suppliers. The quotation response time of the material supplier is set to M, and the quotation response time of the processing supplier is set to N. If M>N, X=M; if M <N,X=N。

[0021] The A includes the basic operation time T1 and the total review time of all workpieces in this inquiry request. The number of workpieces is set to P, and the review time of each workpiece is set to T2, so A=T1+PT2.

[0022] The quotation review adjustment time for one quantity of a certain workpiece in this inquiry request is T3, and the quotation review adjustment time T3 is proportional to the number of workpieces Q, so G=QPT3.

[0023] Set the drawing comparison time T4 for each workpiece that needs to be reviewed. The number of workpieces that need drawing comparison is E, so R=ET4.

[0024] Set the additional quotation review time T5 for each workpiece without 3D drawings. The number of workpieces without 3D drawings is F, so B=FT5.

[0025] The beneficial effects of the present invention are as follows: the present invention calculates the estimated time required for the entire quotation process by setting the time parameters used in the quotation-related processes and establishing a total quotation time formula, and the above method can realize the programming of the quotation estimation time. The user only needs to input the relevant information in the inquiry request to get the estimated time through the quotation time estimation system. BRIEF DESCRIPTION OF THE DRAWINGS

[0026] The present invention is further described below in conjunction with the accompanying drawings and embodiments.

[0027] Figure 1 It is a schematic diagram of the process of the present invention. DETAILED DESCRIPTION

[0028] 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.

[0029] 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.

[0030] When explaining an element, although not explicitly described, the element is understood to include a range of error.

[0031] 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.

[0032] 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.

[0033] 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.

[0034] 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.

[0035] Reference Figure 1 The present invention discloses a method for estimating the quotation time of a workpiece based on a quotation system. The quotation process of our company is roughly as follows: after receiving the quotation request, the salesperson sends the quotation request to the quotation engineer, and the quotation engineer processes the information in the quotation request, including determining the material, process, quantity of the workpiece, which ones need to be outsourced, which ones need to be processed internally, whether to re-order, and whether there are 3D drawings, etc. The quotation engineer inputs the above information into the quotation time estimation system, so that the quotation time can be automatically obtained. Specifically, it includes the following steps:

[0036] S1: Set the time parameters used in the quotation-related processes: including:

[0037] Classify the supply types of external cooperation suppliers and set corresponding response times respectively. Select the maximum value from the corresponding response times of the supply types involved in the inquiry request as X. In the above, the external cooperation suppliers are classified into material suppliers and processing suppliers. The supply types of material suppliers are various materials, and the supply types of processing suppliers are various processing services. In order to improve efficiency, the external cooperation contacts of our company are carried out by two departments respectively, one responsible for material external cooperation and the other responsible for processing external cooperation. Therefore, our quotation engineers process information by dividing it into external cooperation material types and external cooperation processing types. In our quotation time estimation system, two modules are set, one is the external cooperation material module and the other is the external cooperation processing module. The quotation engineers will input the external cooperation material types and external cooperation processing types into the corresponding modules respectively. Of course, the system will also transmit the external cooperation material types and external cooperation processing types to the corresponding departments to carry out coordination work. Therefore, set the quotation response time of material suppliers as M and the quotation response time of processing suppliers as N. If M > N, X = M; if M < N, X = N. Because we send inquiry requests to material suppliers and processing suppliers at the same time, the response times of material suppliers and processing suppliers overlap. Therefore, when estimating the above response times, only the longer response time value needs to be taken. We have sorted out the response times of material suppliers and processing suppliers through past data and pre-entered them into the system. For example, for different materials, what is the response time of material suppliers, and for different processes, what is the response time of processing suppliers. In this way, the quotation engineer only needs to input the types of materials and processing involved in the workpiece in the current inquiry request into the quotation time estimation system, and the quotation time estimation system can extract how long the corresponding supplier's response is required according to the types of materials and processing and make a comparison, select the longest time value respectively, so as to determine the times of M and N, and then make a comparison, so as to also determine the time of X. If there is no assistance from external cooperation suppliers, X takes 0.

[0038] In this application, materials are divided into three categories: First, common and frequently used materials; second, commonly used materials or accessories with special requirements; third, non-commonly used materials or accessories.

[0039] Common and frequently used materials specifically refer to all materials that can be directly queried in the company's material library BPM. Commonly used materials with special requirements refer to materials that are frequently used, but customers have special requirements, such as PPSU requires biocompatibility description, PP requires food grade, ABS requires fireproof grade, etc., materials that need to obtain a clear reply before quoting; non-commonly used materials and accessories refer to materials that are rarely seen on the market, need to be imported, and materials and accessories that require a particularly long time to inquire from material suppliers. There is a chart below to specifically illustrate the distinction of these three categories. The first row of the chart represents the response time of material suppliers.

[0040]

[0041] In this application, the outsourced processes of the processing supplier include CNC, post-processing, sheet metal, 3D printing, etc., and different response times are assigned based on the cooperation maturity of the processing supplier. The following chart distinguishes the response time of outsourced processes. We set whether outsourcing is required in the quotation time estimation system. If outsourcing is required, the quotation time estimation system automatically calculates the supplier's response time. The second column of the chart represents the response time of the processing supplier.

[0042]

[0043]

[0044] Set the time V for calculating the tax rate;

[0045] The general tax rate is calculated at 13%. Basically, only domestic customers need to calculate the tax. If it is a foreign customer, there is no need to calculate the tax rate. We set the option of whether to calculate the tax rate in the quotation time estimation system. If the tax rate does not need to be calculated, V is 0. If it needs to be calculated, then according to the previous quantity statistics, it takes about 0.5H to calculate the tax rate, and V is 0.5H.

[0046] Set the freight calculation time S;

[0047] According to the previous quantity statistics, it takes about 3 minutes to calculate the freight. We set the option of whether to calculate the freight in the quotation time estimation system. If the tax rate does not need to be calculated, S is 0. If it needs to be calculated, S is 3 / 60H.

[0048] Set the basic quotation review time A for each workpiece;

[0049] The A includes the basic operation time T1 of the quotation engineer reviewing the customer's inquiry request and the total review time of all workpieces in this inquiry request. The number of workpieces is set to P, and the review time of each workpiece is set to T2, so A=T1+PT2. In this application, the basic operation time takes 15 minutes according to past data statistics, including the most basic time for downloading and uploading drawings, applying for PLM codes, entering JobBOSS, and finally generating a quotation. The drawings include 2D and 3D drawings, so T1=15; and the review time of each workpiece is analyzed through a large amount of data statistics. It takes about 9 minutes to review an ordinary workpiece on average, so T2=9. If a customer's inquiry request contains 10 workpieces, A=15+10X9=105 minutes, that is, =105 / 60H; therefore, the operator only needs to enter the number of workpieces in the inquiry request, and the quotation time estimation system will automatically calculate the A value;

[0050] Set additional quotation review time C according to the difficulty of the workpiece;

[0051] When the difficulty of the workpiece is different, the review time of the quotation engineer will also increase accordingly. The difficulty of the workpiece mainly refers to the complexity of the workpiece. When the drawing is uploaded to the quotation system that our company has developed for automatically calculating the processing quotation of the workpiece, the quotation system will make a comprehensive difficulty assessment based on all the workpieces in the inquiry request, and feedback a difficulty coefficient to the quotation time estimation system. Based on our previous experience in review time, we will establish a corresponding table in the quotation time estimation system. Different difficulties correspond to different times, so that the quotation time estimation system can directly extract the additional review time required under a certain difficulty coefficient according to the corresponding table, such as:

[0052] The difficulty coefficient is 1-3, and the additional quotation review time is 1 minute, so C takes 1 / 60H;

[0053] The difficulty coefficient is 3.1-5.5, and the additional quotation review time is 3 minutes, so C takes 3 / 60 hours;

[0054] The difficulty coefficient is 5.6-8, and the additional quotation review time is 5 minutes, so C takes 5 / 60 hours;

[0055] Set the total additional quotation review time G according to the number of workpieces;

[0056] Because the quotations for workpieces of different quantities are different, for example, if the quantity is small, our company cannot produce in batches, so the corresponding quotation will definitely be higher. If the quantity is large, our company can produce in batches, and the production process has room for optimization, or the procurement cost has room for reduction, etc., so the quotations must be different. Therefore, even if it is the same workpiece, but the customer lists multiple quantities in the inquiry request, the quotation for each quantity is different, which requires additional review time. Therefore, the additional quotation review time for one quantity of a certain workpiece in this inquiry request is set to T3, and the number of quantities of this workpiece is Q, the additional quotation review time for this workpiece is QT3, and the total additional quotation review time G for all workpieces in the inquiry request = QPT3 According to our company's previous big data statistics, each quantity of each workpiece requires an additional quotation review time of about 3 minutes. If there are 2 workpieces in a quotation request, and each workpiece has 3 quantities of 100, 500, and 1000, then G=2X3X3=18 / 60H; because the number of quantities of all workpieces in most of the inquiry requests received by our company is the same, the above calculation method is efficient and convenient. The quotation engineer only needs to enter the number of workpiece quantities in the quotation time estimation system to easily calculate the G value. If there is an inconsistency in the number of workpiece quantities, such as 2 kinds of workpiece quantities for one workpiece and 5 kinds of workpiece quantities for another workpiece, the quotation engineer will handle it separately manually.

[0057] Set the drawing comparison time R for order replay;

[0058] To review an order, you need to find out the previous drawings and compare them with the new drawings one by one to check whether there are any updates. Each workpiece requires about T4, and the number of workpieces that need to be compared with the old and new is E, so R = ET4. According to the company's previous big data statistics, each workpiece requires about 5 minutes to compare with the old and new. If there are 2 workpieces that need to be compared with the old and new in an inquiry request, then R = 2X5 = 10 / 60H. If not, E is 0; the quotation engineer only needs to manually enter the number of workpieces that need to be compared with the old and new to calculate and set the drawing comparison time R for reviewing the order;

[0059] Set the additional quotation review time B required for workpieces without 3D drawings;

[0060] The quotation engineer will check whether the customer's drawings have 3D drawings in the inquiry request. If there are no 3D drawings, additional time will be required for review. Some customers' workpieces are simple and only have 2D drawings. Therefore, a workpiece without 3D drawings requires an additional quotation review time of T5. The number of workpieces without 3D drawings is F, and the additional quotation review time B = FT5. According to the company's previous big data statistics, each workpiece with only 2D drawings requires an additional 3 minutes. If there are 2 workpieces with only 2D drawings in an inquiry request, then B = 2X3 = 6 / 60H. If all workpieces in an inquiry request have 3D drawings, F is 0; the quotation engineer only needs to manually enter the number of workpieces without 3D drawings to calculate the increased quotation review time B; of course, if the drawings do not meet the specifications, the quotation engineer will not quote and will return it to the customer for completion.

[0061] S2: Establish the total quotation time formula: Y=X+V+S+A+C+G+R+B, where Y is the estimated time required for the entire quotation process. The quotation time estimation system calculates the estimated time required for the entire quotation process through this formula. The above method can realize the programming of quotation estimation time. The user only needs to input the relevant information in the inquiry request to get the estimated time through the quotation time estimation system.

[0062] The above is a detailed introduction to a method for estimating the quotation time of a workpiece based on a quotation system provided in 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 estimating workpiece quotation time based on a quotation system, characterized by: Includes the following step: S1: Set the time parameters used in the quotation-related processes: including: Classify the supply types of outsourced suppliers and set corresponding response times for them. Select the response time with the largest value from the corresponding response times of the supply types involved in the inquiry request and set it as X; Set the time V for calculating the tax rate; Set the freight calculation time S; Set the basic quotation review time A for each workpiece; Set additional quotation review time C according to the difficulty of the workpiece; Set the total additional quotation review time G according to the number of workpieces; Set the drawing comparison time R for order replay; Set the additional quotation review time B required for workpieces without 3D drawings; S2: Formula for establishing the total time required for quotation: Y=X+V+S+A+C+G+R+B Y is the estimated time required for the entire quotation process.

2. The method for estimating workpiece quotation time based on a quotation system according to claim 1, characterized in that: The outsourcing suppliers are classified into material suppliers and processing suppliers. The quotation response time of the material supplier is set to M, and the quotation response time of the processing supplier is set to N. If M>N, X=M; if M <N,X=N。 3. The method for estimating workpiece quotation time based on a quotation system according to claim 1, characterized in that: The A includes the basic operation time T1 and the total review time of all workpieces in this inquiry request. The number of workpieces is set to P, and the review time of each workpiece is set to T2, so A=T1+PT2.

4. The method for estimating workpiece quotation time based on a quotation system according to claim 3, characterized in that: The additional quotation review time for one quantity of a certain workpiece in this inquiry request is T3, and the number of the workpieces described is Q, so the total additional quotation review time G=QPT3.

5. The method for estimating workpiece quotation time based on a quotation system according to claim 1, characterized in that: Set the drawing comparison time T4 for each workpiece that needs to be reviewed. The number of workpieces that need drawing comparison is E, so R=ET4.

6. The method for estimating workpiece quotation time based on a quotation system according to claim 1, characterized in that: Set the additional quotation review time T5 for each workpiece without 3D drawings. The number of workpieces without 3D drawings is F, so B=FT5.