Wire harness quotation sales management system capable of quickly responding

By designing a fast-responding wire harness quotation and sales management system, the delay and data confusion problems in customized wire harness production in the ERP system were solved, and a process-based operation of quoting first and then issuing drawings was realized, which improved work efficiency and transaction efficiency and realized a full-link digital closed loop.

CN120634651APending Publication Date: 2025-09-12SHENZHEN XINGHUIDA TECH CO LTD
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Patent Information

Application Number
CN202510620458.5
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-05-14
Publication Date
2025-09-12

AI Technical Summary

Technical Problem

Traditional ERP systems can lead to order losses in customized wire harness production due to delays in engineering drawings or delayed customer feedback, and temporary parameter modifications can easily cause system data confusion.

Method used

A fast-responding wire harness quotation and sales management system is designed, including quotation module, order module, contract module, temporary finished product wire harness coding BOM module, formal finished product coding BOM module, engineering module and planning module. Through the process operation of quotation first and drawing later, the free and flexible matching of the first-level BOM is achieved.

Benefits of technology

It improves work efficiency, reduces customer waiting time, enhances sales staff's flexibility in quoting, improves transaction efficiency, and realizes a full-link digital closed loop from demand to production.

✦ Generated by Eureka AI based on patent content.

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Abstract

The invention provides a wire harness quotation sales management system capable of quickly responding, and belongs to the technical field of sales management systems, a quotation module is used for generating a customer demand quotation list, an order module is used for issuing an order by a customer, a contract module is used for synchronizing the quotation list to generate an internal contract, and a formal finished product code BOM module is used for storing a formal finished product code BOM. The temporary finished wiring harness code BOM module is used for storing a temporary finished wiring harness code BOM, the engineering module draws a drawing based on the temporary finished wiring harness code BOM and adjusts the temporary finished wiring harness code BOM, the planning module is used for generating a production task, and the purchasing module is used for storing material sub-item prices. According to the method, the process optimization of quoting first and then drawing output is realized, invalid drawing output and time waste are reduced through process reconstruction, and the transaction efficiency is improved.
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Description

Technical Field

[0001] The present invention belongs to the technical field of sales management systems, and more specifically, relates to a wire harness quotation sales management system capable of rapid response. Background Art

[0002] As a key component in industrial production, the wiring harness undertakes the core functions of power transmission and signal interaction within the equipment. Its customization, small batch and high-frequency modification requirements are in significant conflict with the rigid management of traditional ERP systems. The current process requires sales to convey requirements, engineering drawings, customer confirmation, BOM coding and manual quotation. It is easy to lose orders due to delays in engineering drawings or delayed customer feedback, and temporary modification of parameters can easily cause system data confusion. Summary of the Invention

[0003] In order to solve the above technical problems, the present invention provides a wire harness quotation and sales management system that can respond quickly to solve the problems in the existing technology that traditional ERP systems are prone to order loss due to delays in engineering drawings or delayed customer feedback, and temporary modification of parameters is prone to cause system data confusion.

[0004] The purpose and efficacy of the fast-response wiring harness quotation and sales management system of the present invention are achieved by the following specific technical means: A quick-response wire harness quotation sales management system, including: A quotation module, which is used to obtain a customer demand quotation sheet, the customer demand quotation sheet is generated based on the customer's query of product information, and can send the customer demand quotation sheet to the customer; An order module, which is used to customize product orders according to actual customer needs and includes a contract module; A contract module, which is used to generate internal contracts for customer orders; A temporary finished product wiring harness code BOM module, wherein the temporary finished product wiring harness code BOM module is used to store the temporary finished product wiring harness code BOM code; A formal finished product code BOM module, wherein the formal finished product code BOM module is used to store the formal finished product BOM code; An engineering module, which is used to draw corresponding drawings according to the temporary finished product wiring harness coding information and modify the temporary finished product wiring harness coding BOM coding based on the quotation; A planning module, wherein the planning module is used to generate a production task list; The purchasing module is used to store the itemized price of each BOM material.

[0005] As a further solution of the present invention, the management system includes the following control steps: S1: Obtain customer product demand information, enter the formal finished product wiring harness code BOM module based on the customer product demand information to query and match the formal finished product wiring harness code BOM that meets similar requirements, and input it into the quotation module; S2: The quotation module modifies the material information in the formal finished wire harness code BOM based on the obtained formal finished wire harness code BOM and customer product demand information, obtains the temporary finished wire harness code BOM, and calculates the temporary finished wire harness code BOM price based on the itemized price of each BOM material in the procurement module; S3: Generate a quotation based on the temporary finished product wiring harness code BOM and the temporary finished product wiring harness code BOM price, and send the quotation to the customer. Based on the customer's judgment, perform an order placement operation, and obtain the customer's order based on the order placement operation; S4: Based on the customer order, the corresponding quotation is selected, and the temporary finished wire harness code BOM in the customer order is called from the temporary finished wire harness code BOM library according to the quotation. The contract module generates an internal contract corresponding to the customer order based on the temporary finished wire harness code BOM, the formal finished wire harness code BOM and the customer demand BOM information, and inputs the internal contract into the planning module; S5: The planning module transfers the temporary finished wire harness code BOM to the engineering module based on the internal contract. The engineering module draws drawings based on the internal contract and stores them in the internal contract attachment. At the same time, the temporary finished wire harness code BOM is modified into the formal finished wire harness code BOM. S6: The planning module generates a production task list based on the updated internal contract.

[0006] As a further solution of the present invention, obtaining customer product demand information, entering the formal finished product wiring harness code BOM module based on the customer product demand information to query and match the formal finished product wiring harness code BOM that meets similar requirements, and inputting it into the quotation module, includes: Based on customer query information, keywords and customer needs are obtained, and the formal finished wire harness BOM library is searched according to the keywords. The formal finished wire harness that meets the keywords is matched, and the formal finished wire harness with the highest matching degree is selected. The formal finished wire harness code BOM of the formal finished wire harness is obtained, and the obtained formal finished wire harness code BOM is input into the quotation module.

[0007] As a further solution of the present invention, generating a quotation based on the temporary finished product wiring harness code BOM and the temporary finished product wiring harness code BOM price, sending the quotation to the customer, performing an order issuance operation based on the customer's judgment, and obtaining the customer order according to the order issuance operation, includes: A quotation is generated based on the temporary finished product wiring harness code BOM and the temporary finished product wiring harness code BOM price, and the generated quotation is stored in a quotation database. The quotation is sent to the customer, and the customer performs a customer judgment operation on the quotation. The customer judgment operation includes: If the customer confirms that the quotation is correct, the customer enters the order module to place the order; If the customer is not satisfied with the quotation, the quotation will be re-entered and the relevant content will be modified until the customer confirms that the quotation is correct. The customer then enters the order module to place the order.

[0008] As a further solution of the present invention, the method of selecting a corresponding quotation based on a customer order, calling a temporary finished wire harness code BOM from a temporary finished wire harness code BOM library according to the quotation, and generating an internal contract corresponding to the customer order based on the temporary finished wire harness code BOM, the formal finished wire harness code BOM, and the customer demand BOM information by the contract module, and inputting the internal contract into the planning module includes: Based on the order issued by the customer, the quotation database is retrieved to obtain the corresponding quotation, the coding type of the finished wire harness in the quotation is retrieved, and the different types of coding are modified based on the BOM information required by the customer to adapt to the customer's order requirements.

[0009] As a further solution of the present invention, the method of retrieving a quotation database based on a customer's order to obtain a corresponding quotation, retrieving the finished wire harness coding type in the quotation, and modifying different types of coding based on the customer's required BOM information to adapt to the customer's order requirements includes: If the finished wire harness code is the official finished wire harness code BOM, add notes to the official finished wire harness code BOM according to the customer's required BOM information to adapt to the customer's order requirements; If the finished wire harness code is a temporary finished wire harness code BOM, the corresponding temporary finished wire harness code BOM in the temporary finished wire harness code BOM library is called; The contract module generates an internal contract that adapts to customer needs based on the formal finished product wiring harness code BOM and the temporary finished product wiring harness code BOM, and inputs the internal contract into the planning module.

[0010] As a further solution of the present invention, the planning module transfers the temporary finished wire harness code BOM to the engineering module based on the internal contract. The engineering module draws drawings based on the internal contract and stores them in the internal contract attachment. At the same time, the temporary finished wire harness code BOM is modified into the formal finished wire harness code BOM, including: The planning module transfers the temporary finished wire harness coding BOM to the engineering module based on the internal contract. The engineering module draws the corresponding drawings according to the temporary finished wire harness coding BOM and modifies the temporary finished wire harness coding BOM.

[0011] As a further solution of the present invention, the temporary finished product wiring harness code BOM modification includes: Delete the corresponding code in the temporary finished product harness code BOM library; Store the code in the official finished product code BOM library; Reassign the corresponding code in the quotation database to the official finished product wiring harness code BOM; Reassign the code in the internal contract to the official finished product wire harness code BOM.

[0012] Compared with the prior art, the present invention has the following beneficial effects: First, the present invention is different from the traditional sales and production software system. It realizes the process operation of quoting first and then issuing drawings, which reduces customers' waiting and ineffective drawings, and greatly improves work efficiency. Secondly, the present invention realizes the free and flexible matching of the first-level BOM based on the first-level or second-level BOM of the traditional ERP system, which greatly improves the flexibility of sales personnel in quoting and improves transaction efficiency. BRIEF DESCRIPTION OF THE DRAWINGS

[0013] Figure 1 The present invention is a flowchart of the steps of a wiring harness quotation sales management system capable of rapid response. DETAILED DESCRIPTION

[0014] The following embodiments of the present invention are described in further detail with reference to the accompanying drawings and examples. The following examples are used to illustrate the technical solutions of the present invention, but are not intended to limit the scope of protection of the present invention.

[0015] Example 1: As shown in the attached Figure 1 As shown: The present invention provides a wiring harness quotation sales management system capable of rapid response, comprising: A quotation module, which is used to obtain a customer demand quotation sheet, the customer demand quotation sheet is generated based on the customer's query of product information, and can send the customer demand quotation sheet to the customer; An order module, which is used to customize product orders according to actual customer needs and includes a contract module; A contract module, which is used to generate internal contracts for customer orders; A temporary finished product wiring harness code BOM module, wherein the temporary finished product wiring harness code BOM module is used to store the temporary finished product wiring harness code BOM code; A formal finished product code BOM module, wherein the formal finished product code BOM module is used to store the formal finished product BOM code; An engineering module, which is used to draw corresponding drawings according to the temporary finished product wiring harness coding information and modify the temporary finished product wiring harness coding BOM coding based on the quotation; A planning module, wherein the planning module is used to generate a production task list; The purchasing module is used to store the itemized price of each BOM material.

[0016] The system includes the following control steps: Step S1, obtain customer product demand information, enter the formal finished product wiring harness code BOM module based on the customer product demand information to query and match the formal finished product wiring harness code BOM that meets similar requirements, and input it into the quotation module.

[0017] Specifically, when a customer submits a wire harness product query, the system first uses natural language processing technology to extract key parameter keywords, such as wire material specifications, interface models, and protection levels. It then automatically removes redundant information to form a structured demand matrix. Based on this demand matrix, the system then activates a multi-dimensional BOM search engine to perform a deep scan of the BOM library for finished wire harnesses.

[0018] Furthermore, the wiring harness function description fields are first matched through semantic analysis, and then compatibility filtering is performed based on process parameter thresholds, while the fuzzy matching algorithm is combined to identify synonymous terms.

[0019] After completing cross-validation of multiple search dimensions, the system will generate a candidate BOM list arranged in descending order of matching degree, and automatically select the optimal BOM code based on the weight of historical transaction data and process complexity coefficient, and finally input the code into the quotation module.

[0020] In step S2, the quotation module modifies the material information in the formal finished wire harness coding BOM based on the obtained formal finished wire harness coding BOM and customer product demand information to obtain a temporary finished wire harness coding BOM, and calculates the temporary finished wire harness coding BOM price based on the sub-item price of each BOM material in the procurement module.

[0021] Specifically, the corresponding finished wire harness is obtained based on the formal finished wire harness coding BOM, and the finished wire harness is intelligently decomposed to obtain the BOM of each material component of the wire harness and the implicit quotation rules.

[0022] Furthermore, when the BOM structure of the finished wire harness is modified according to customer needs, the material number of the finished wire will be changed from a fixed value to a temporary code, and the storage path will be changed to the temporary finished wire harness code BOM library. When the modification is confirmed and executed, the change information will be immediately stored in the temporary finished wire harness code BOM library, and the price of the temporary finished wire harness will be calculated based on the implicit quotation rules and the material prices in the procurement module.

[0023] Step S3, generate a quotation based on the temporary finished wire harness code BOM and the temporary finished wire harness code BOM price, and send the quotation to the customer, perform an order placement operation based on the customer's judgment, and obtain the customer's order according to the order placement operation.

[0024] Specifically, based on the temporary finished product wire harness code BOM and its associated price, the system automatically generates a structured quotation document, and synchronously encrypts and stores it in the quotation database, and sends the quotation document to the client.

[0025] Furthermore, after receiving the quotation, the client can perform multi-dimensional judgment operations through the interactive interface, including: If the customer confirms that the quotation is correct, click "Accept Quotation" to trigger the order module entrance. The system will automatically bind the temporary BOM code with the quotation number and generate a formal order. If the customer needs to adjust the quotation, the customer can initiate a modification request. The system will unlock the editing permissions of the quotation, allowing the customer to mark the objection content online, and automatically call out the associated temporary BOM configuration interface for both parties to modify it in real time.

[0026] Step S4, select the corresponding quotation based on the customer order, call the temporary finished wire harness code BOM in the temporary finished wire harness code BOM library according to the quotation, and the contract module generates an internal contract corresponding to the customer order based on the temporary finished wire harness code BOM, the formal finished wire harness code and the customer demand BOM information, and inputs the internal contract into the planning module.

[0027] Specifically, based on the customer order information system, the quotation database is retrieved to obtain the corresponding quotation, and the temporary finished wire harness code BOM in the quotation is accurately called from the temporary finished wire harness code BOM library through the unique identifier.

[0028] Furthermore, the contract module simultaneously integrates the material list of the temporary BOM, the process standards of the formal finished product coding, and the customized parameters of customer needs, generates a structured internal contract based on the rule engine, and pushes the contract data to the planning module in real time.

[0029] In step S5, the planning module transfers the temporary finished wire harness code BOM to the engineering module based on the internal contract. The engineering module draws the drawings based on the internal contract and stores them in the internal contract attachments. At the same time, the temporary finished wire harness code is modified into the formal finished wire harness code.

[0030] Specifically, after receiving the internal contract, the planning module starts the automated task distribution engine, first parsing the technical parameters, delivery cycle and temporary finished wire harness coding BOM in the contract, and transmitting the temporary finished wire harness coding BOM to the engineering module through the data bus. The engineering module draws the corresponding drawings based on the temporary finished wire harness coding BOM and modifies the temporary finished wire harness coding BOM.

[0031] Furthermore, after the modification of the temporary finished product wiring harness code BOM is completed, the database associated with the temporary finished product wiring harness code BOM will perform related operations.

[0032] The database will perform related operations including: The temporary finished product harness coding BOM library will delete the original temporary coding BOM data to release storage resources; The quotation database replaces the temporary code field in the associated quotation with the official code and marks it as "converted"; The formal finished product wire harness BOM library will store the complete bill of materials, process parameters and drawing index corresponding to the formal code.

[0033] The code in the internal contract will be reassigned to the official finished product wire harness code, and the relevant drawing information will be uploaded to the internal contract attachment.

[0034] Step S6: The planning module generates a production task list based on the updated internal contract.

[0035] A wire harness quotation and sales management system with rapid response proposed in the first embodiment of the present invention first analyzes customer needs, matches the formal finished wire harness coding BOM and pushes it to the quotation module, then the quotation module adjusts the formal finished wire harness coding BOM parameters based on customer needs to generate a temporary finished wire harness coding BOM, calls the prices of each material in the procurement module to calculate the cost in real time, generates a quotation and sends it to the customer, triggers the order after the customer confirms, and then the system calls the corresponding temporary finished wire harness coding BOM according to the temporary code in the order, and then the contract module integrates the temporary finished wire harness coding BOM, the formal finished wire harness coding BOM and customer needs to generate an internal contract, and pushes it to the planning module, then the planning module passes the temporary finished wire harness coding BOM to the engineering department to draw drawings and store them in the contract attachments, after the temporary code conversion, the planning module generates a production task list based on the formal finished wire harness coding BOM and the drawings, thereby realizing a full-link digital closed loop from demand to production.

[0036] The above embodiments can be implemented in whole or in part via software, hardware (e.g., circuits), firmware, or any other combination thereof. When implemented using software, the above embodiments can be implemented in whole or in part in the form of a computer program product. The computer program product comprises one or more computer instructions or computer programs. When loaded or executed on a computer, the processes or functions described in accordance with the embodiments of the present invention are fully or partially performed. The computer can be a general-purpose computer, a special-purpose computer, a computer network, or other programmable device. The computer instructions can be stored in a computer-readable storage medium or transferred from one computer-readable storage medium to another. For example, the computer instructions can be transferred from one website, computer, server, or data center to another website, computer, server, or data center via wireless communication (e.g., infrared, wireless, microwave, etc.). The computer-readable storage medium can be any available medium accessible by a computer, or a data storage device such as a server or data center that contains a collection of one or more available media. The available medium can be magnetic media (e.g., floppy disks, hard disks, magnetic tapes), optical media (e.g., DVDs), or semiconductor media. The semiconductor media can be a solid-state drive.

[0037] It should be understood that the term "and / or" as used herein simply describes an association between related objects, indicating that three possible relationships exist. For example, "A and / or B" can represent the existence of A alone, the existence of both A and B, or the existence of B alone. A and B can be singular or plural. Furthermore, the character " / " as used herein generally indicates an "or" relationship between the related objects, but it may also indicate an "and / or" relationship. For specific understanding, please refer to the context.

[0038] It should be understood that in the embodiments of the present invention, the size of the serial numbers of the above-mentioned processes does not mean the order of execution. The execution order of each process should be determined by its function and internal logic, and should not constitute any limitation on the implementation process of the embodiments of the present invention.

[0039] The embodiments described above are only used to illustrate the technical solutions of the present invention, rather than to limit the same. Although the present invention has been described in detail with reference to the aforementioned embodiments, those skilled in the art should understand that they can still modify the technical solutions described in the aforementioned embodiments, or make equivalent replacements for some of the technical features therein. These modifications or replacements do not deviate the essence of the corresponding technical solutions from the spirit and scope of the technical solutions of the various embodiments of the present invention, and should all be included in the scope of protection of the present invention.

Claims

1. A fast-responding wire harness quotation and sales management system, characterized by: include: A quotation module, which is used to obtain a customer demand quotation sheet, the customer demand quotation sheet is generated based on the customer's query of product information, and can send the customer demand quotation sheet to the customer; An order module, which is used to customize product orders according to actual customer needs and includes a contract module; A contract module, which is used to generate internal contracts for customer orders; A temporary finished product wiring harness code BOM module, wherein the temporary finished product wiring harness code BOM module is used to store the temporary finished product wiring harness code BOM code; A formal finished product code BOM module, wherein the formal finished product code BOM module is used to store the formal finished product BOM code; An engineering module, which is used to draw corresponding drawings according to the temporary finished product wiring harness coding information and modify the temporary finished product wiring harness coding BOM coding based on the quotation; A planning module, wherein the planning module is used to generate a production task list; The purchasing module is used to store the itemized price of each BOM material.

2. A fast-response wiring harness quotation and sales management system according to claim 1, characterized in that: The management system includes the following control steps: S1: Obtain customer product demand information, enter the formal finished product wiring harness code BOM module based on the customer product demand information to query and match the formal finished product wiring harness code BOM that meets similar requirements, and input it into the quotation module; S2: The quotation module modifies the material information in the formal finished wire harness code BOM based on the obtained formal finished wire harness code BOM and customer product demand information, obtains the temporary finished wire harness code BOM, and calculates the temporary finished wire harness code BOM price based on the itemized price of each BOM material in the procurement module; S3: Generate a quotation based on the temporary finished product wiring harness code BOM and the temporary finished product wiring harness code BOM price, and send the quotation to the customer. Based on the customer's judgment, perform an order placement operation, and obtain the customer's order based on the order placement operation; S4: Based on the customer order, the corresponding quotation is selected, and the temporary finished wire harness code BOM in the customer order is called from the temporary finished wire harness code BOM library according to the quotation. The contract module generates an internal contract corresponding to the customer order based on the temporary finished wire harness code BOM, the formal finished wire harness code BOM and the customer demand BOM information, and inputs the internal contract into the planning module; S5: The planning module transfers the temporary finished wire harness code BOM to the engineering module based on the internal contract. The engineering module draws drawings based on the internal contract and stores them in the internal contract attachment. At the same time, the temporary finished wire harness code BOM is modified into the formal finished wire harness code BOM. S6: The planning module generates a production task list based on the updated internal contract.

3. A fast-response wiring harness quotation sales management system according to claim 2, characterized in that: The method of obtaining customer product demand information, entering the formal finished product wiring harness code BOM module based on the customer product demand information to query and match the formal finished product wiring harness code BOM that meets similar requirements, and inputting it into the quotation module includes: Based on customer query information, keywords and customer needs are obtained, and the formal finished wire harness BOM library is searched according to the keywords. The formal finished wire harness that meets the keywords is matched, and the formal finished wire harness with the highest matching degree is selected. The formal finished wire harness code BOM of the formal finished wire harness is obtained, and the obtained formal finished wire harness code BOM is input into the quotation module.

4. A fast-response wiring harness quotation and sales management system according to claim 2, characterized in that: The method generates a quotation based on the temporary finished product wiring harness code BOM and the temporary finished product wiring harness code BOM price, sends the quotation to the customer, places an order based on the customer's judgment, and obtains the customer's order according to the order placement operation, including: A quotation is generated based on the temporary finished product wiring harness code BOM and the temporary finished product wiring harness code BOM price, and the generated quotation is stored in a quotation database. The quotation is sent to the customer, and the customer performs a customer judgment operation on the quotation. The customer judgment operation includes: If the customer confirms that the quotation is correct, the customer enters the order module to place the order; If the customer is not satisfied with the quotation, the quotation will be re-entered and the relevant content will be modified until the customer confirms that the quotation is correct. The customer then enters the order module to place the order.

5. The fast-response wiring harness quotation and sales management system according to claim 2, characterized in that: The method selects a corresponding quotation based on the customer order, and calls the temporary finished wire harness code BOM from the temporary finished wire harness code BOM library according to the quotation. The contract module generates an internal contract corresponding to the customer order based on the temporary finished wire harness code BOM, the formal finished wire harness code BOM and the customer demand BOM information, and inputs the internal contract into the planning module, including: Based on the order issued by the customer, the quotation database is retrieved to obtain the corresponding quotation, the coding type of the finished wire harness in the quotation is retrieved, and the different types of coding are modified based on the BOM information required by the customer to adapt to the customer's order requirements.

6. A fast-response wiring harness quotation and sales management system according to claim 5, characterized in that: The method of retrieving a quotation database based on a customer's order to obtain a corresponding quotation, retrieving the finished wire harness coding type in the quotation, and modifying different types of coding based on the customer's required BOM information to adapt to the customer's order requirements includes: If the finished wire harness code is the official finished wire harness code BOM, add notes to the official finished wire harness code BOM according to the customer's required BOM information to adapt to the customer's order requirements; If the finished wire harness code is a temporary finished wire harness code BOM, the corresponding temporary finished wire harness code BOM in the temporary finished wire harness code BOM library is called; The contract module generates an internal contract that adapts to customer needs based on the formal finished product wiring harness code BOM and the temporary finished product wiring harness code BOM, and inputs the internal contract into the planning module.

7. A fast-response wiring harness quotation and sales management system according to claim 2, characterized in that: The planning module transfers the temporary finished wire harness code BOM to the engineering module based on the internal contract. The engineering module draws drawings based on the internal contract and stores them in the internal contract attachment. At the same time, the temporary finished wire harness code BOM is modified into the formal finished wire harness code BOM, including: The planning module transfers the temporary finished wire harness coding BOM to the engineering module based on the internal contract. The engineering module draws the corresponding drawings according to the temporary finished wire harness coding BOM and modifies the temporary finished wire harness coding BOM.

8. The fast-response wiring harness quotation and sales management system according to claim 7, characterized in that: The BOM modification of the temporary finished product wiring harness code includes: Delete the corresponding code in the temporary finished product harness code BOM library; Store the code in the official finished product code BOM library; Reassign the corresponding code in the quotation database to the official finished product wiring harness code BOM; Reassign the code in the internal contract to the official finished product wire harness code BOM.