Automatic Offer generation method and system based on quotation approval circulation

Abstract

The invention relates to the field of data processing, in particular to an Offer automatic generation method and system based on quotation approval circulation. The method comprises the steps of generating a quotation in response to the fact that a service end fills in quotation information, and entering a quotation approval process; responding to the approval of the quotation, and sending the quotation; in response to successful order sending, judging whether the quotation meets an Offer generation condition or not; in response to the quotation list meeting the Offer generation condition, splitting the quotation list into multiple types of Offers according to the policy dimension of the quotation list, and setting the state of the split Offers as to-be-confirmed; and carrying out repeatability verification on the Offer with the state to be confirmed. By the adoption of the automatic Offer generation method based on quotation approval, the Offer generation task can be efficiently, accurately and normatively completed in the actual commercial cooperation process.

Description

Technical Field

[0001] The present invention relates to the field of data processing technology. More specifically, the present invention relates to a method and system for automatically generating offers based on quotation approval flow. Background Art

[0002] In existing business collaboration processes, quotation approval and offer generation often rely on manual processes. Sales personnel must manually fill out the quotation form, including product information, price, and customer requirements, and submit it for approval. Once submitted, the system automatically pushes the approval request to the relevant personnel's email or internal notification bar. Approver clicks a link to view the details and approve the request online.

[0003] After a tedious approval process, offer documents are manually generated based on the quotation and relevant policies. This approach has numerous drawbacks: First, manual operations are prone to errors in information entry and delayed approval processes, resulting in low work efficiency. Second, different business personnel may have different understandings of policies and regulations, making it difficult to maintain uniformity in the format and content of the generated offer documents. Third, manual processing is difficult to respond quickly to a large number of quotations and cannot meet rapidly changing market demands.

[0004] In summary, existing offer generation methods suffer from technical issues such as low offer generation efficiency, prone to errors in information entry, and inconsistent standards for the format and content of generated offers. Therefore, there is an urgent need for an efficient, accurate, and standardized method and system that can automatically approve and generate offers. Summary of the Invention

[0005] To address the technical problems of low offer generation efficiency, easy errors in information entry, and inconsistent standards for the format and content of generated offers in existing offer generation methods, the present invention provides solutions in the following aspects.

[0006] In a first aspect, the present invention provides a method for automatically generating an offer based on a quotation approval process, comprising:

[0007] In response to the business end completing the quotation information, a quotation is generated and enters the quotation approval process; the quotation information includes advertiser information, applicable policy terms, settlement method information, rebate information, and contract information;

[0008] In response to the quotation being approved, the quotation is dispatched;

[0009] In response to a successful order dispatch, determine whether the quotation meets the conditions for generating an offer;

[0010] In response to the quotation meeting the conditions for generating an offer, the quotation is split into multiple types of offers based on the policy dimensions of the quotation, and the status of the split offers is set to pending confirmation;

[0011] Offers in the pending status are checked for duplication to determine whether they are duplicates of existing offers. If not, the offer is set to active. If they are duplicates, a Gantt chart is used to visually display the duplicate offers that match the offer's dimensions. Among all duplicate offers, the one with the earliest creation time is activated, and the other offers are set to the pending status. The offer conflict information is recorded in the database and an alarm notification is sent.

[0012] Preferably, the quotation approval process includes: reviewing the quotation information to check the completeness and accuracy of the information and whether it complies with relevant policy regulations.

[0013] Preferably, in response to the quotation being rejected, the quotation is rejected to the business end with a rejection reason attached, the rejection reason including one or more of: incomplete information, inaccurate information, and non-compliance with relevant policy regulations.

[0014] Preferably, the policy dimensions include: rebate type, tiered rules and media platform.

[0015] Preferably, the rebate types include fixed rebates and gradient rebates; the step rules include: different rebate ratios corresponding to different consumption amounts; the media platforms include: social media platforms and search engine platforms.

[0016] Preferably, performing duplication check on an Offer in a pending confirmation status includes: comparing the key information of the Offer with the existing Offer; if the same key information exists, the Offer is determined to be a duplicate of the existing Offer, wherein the key information includes advertiser and policy dimensions.

[0017] Preferably, the offer conflict information includes the serial number of the duplicate offer and the quotation information involved.

[0018] Preferably, the objects to which the alarm notification is sent include customer administrators and system administrators.

[0019] Preferably, the Offer includes a letter of intent for cooperation, a quotation sheet, and cooperation terms.

[0020] In a second aspect, the present invention provides an automatic offer generation system based on the quotation approval flow, comprising: a memory and a processor, wherein the memory stores computer program instructions, and when the computer program instructions are executed by the processor, the automatic offer generation method based on the quotation approval flow of the present invention is implemented.

[0021] The beneficial effects of the present invention are as follows: the automatic generation method of Offer based on quotation approval of the present invention reduces manual intervention through an automated process, greatly shortens the time from quotation creation to Offer generation, improves the efficiency of business processing, and can quickly respond to market demand; in addition, the system automatically verifies and processes data, avoids errors that may occur in manual operation, and ensures the accuracy of quotation information and Offer file content; furthermore, Offer is generated based on unified policy dimensions and rules, ensuring the standardization and consistency of Offer files in format and content, and enhancing the professional image of the company's external cooperation; finally, the system records and monitors the entire process, and can record and send alarm notifications in time when problems such as Offer conflicts occur, so that managers can find and solve problems in time and optimize business processes. The automatic generation method of Offer based on quotation approval of the present invention can complete the Offer generation task efficiently, accurately, and in a standardized manner in the actual business cooperation process, meeting the business development needs of the company. BRIEF DESCRIPTION OF THE DRAWINGS

[0022] The above and other objects, features and advantages of the exemplary embodiments of the present invention will become readily understood by reading the following detailed description with reference to the accompanying drawings. In the accompanying drawings, several embodiments of the present invention are shown in an illustrative and non-limiting manner, and the same or corresponding reference numerals represent the same or corresponding parts, wherein:

[0023] Figure 1 is a flowchart schematically illustrating a method for automatically generating an offer based on a quotation approval process according to an embodiment of the present invention;

[0024] Figure 2 is a schematic diagram schematically illustrating Gantt chart display information according to an embodiment of the present invention;

[0025] Figure 3 The figure schematically shows the structure of an automatic offer generation system based on the quotation approval process according to an embodiment of the present invention. DETAILED DESCRIPTION

[0026] The following will clearly and completely describe the technical solutions in the embodiments of the present invention in conjunction with the accompanying drawings. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of them. Based on the embodiments of the present invention, all other embodiments obtained by those skilled in the art without creative work shall fall within the scope of protection of the present invention.

[0027] The specific embodiments of the present invention will be described in detail below with reference to the accompanying drawings.

[0028] Example of an automatic offer generation method based on quotation approval flow:

[0029] like Figure 1 As shown, the automatic offer generation method based on the quotation approval process of the present invention includes:

[0030] S101. Generate a quotation and enter the quotation approval process. Specifically, in response to the business end completing the quotation information, generate a quotation and enter the quotation approval process. The quotation information includes advertiser information, applicable policy terms, settlement method information, rebate information, and contract information.

[0031] Before generating an offer, the business personnel will fill in the quotation information in the business-end system.

[0032] In this embodiment, the advertiser information filled in includes the advertiser's name. In other embodiments, the advertiser information may also include the advertiser ID, contact information, business information, and financial information; business information includes the advertiser's industry, main products or services, and target market. Financial information includes budget, payment method, and credit rating. Among them, the advertiser ID is a unique identifier assigned to the advertiser in the system to facilitate system management and query. Contact information includes the advertiser's phone number, email address, contact address, etc., which facilitates communication and contact with the advertiser. The industry includes the industry field to which the advertiser belongs, such as e-commerce, finance, education, etc., which helps the system understand the advertiser's business background. Budget refers to the budget range set by the advertiser for the advertising campaign.

[0033] Settlement method information includes monthly settlement, project settlement, etc. Rebate information includes rebate type, which includes fixed rebate and gradient rebate. Contract information includes contract term.

[0034] A fixed rebate refers to a rebate method where the rebate percentage or amount remains constant regardless of changes in the transaction amount or sales volume. There are two types of fixed rebates: a fixed percentage and a fixed amount. For a fixed percentage, the rebate amount is equal to the transaction amount multiplied by the rebate percentage. For a fixed amount, the rebate amount is a pre-agreed fixed value, independent of the transaction amount or sales volume. A gradient rebate, also known as a step rebate or increasing rebate, refers to a rebate method where the rebate percentage or amount increases as the transaction amount or sales volume increases.

[0035] After filling in the quotation information in the business-end system, the business personnel can transmit the quotation information to the offer generation system in the prescribed data format through the pre-set automated interface to complete the creation of the quotation.

[0036] S102: In response to the quotation being approved, dispatching the quotation;

[0037] Quotations can be dispatched by calling the Customer Management System. Dispatching can be done automatically or manually. Manual dispatch requires the customer administrator to log in to the Customer Management System (CM). A list of quotations awaiting dispatch will be displayed on the system interface. Depending on the business situation, manually click the Dispatch button to attempt to dispatch an order.

[0038] Customers are the recipients of offers, so customer management is crucial in the offer generation process. A customer management system (CM) can be used to manage basic customer information, interaction records, and equity distribution. Through this system, companies can better understand customer needs and provide personalized offer solutions.

[0039] S103: In response to the order being dispatched successfully, determine whether the quotation satisfies the conditions for generating an Offer.

[0040] The judgment method is to determine whether the quotation's dispatch status, the status of its core fields, and the status of its associated business objects meet the corresponding validation rules. If the status of the quotation's core fields and the status of its associated business objects all meet the corresponding validation rules, the quotation is determined to meet the conditions for generating an offer. Otherwise, the quotation is determined to not meet the conditions for generating an offer and the reason is displayed.

[0041] In this embodiment, the dispatch status of the quotation is divided into dispatched and undispatched. The core fields of the quotation include advertiser information, and the associated business objects include customers, product inventory, and approval records. The verification rule corresponding to the dispatch status of the quotation is: the dispatch status of the quotation is dispatched. The verification rule corresponding to the status of the advertiser information is: there must be a corresponding advertiser; the verification rule corresponding to the status of the customer is: the associated customer status is valid; the verification rule corresponding to the status of the product inventory is: the product inventory is greater than the purchase quantity corresponding to the quotation; the verification rule corresponding to the status of the approval record is: the quotation has been approved.

[0042] The database can be queried regularly through scheduled tasks to determine whether there is data that meets the conditions for generating an Offer. The data includes one or more of quotation information, policy information, advertiser information, and ladder information.

[0043] The scheduled task periodic polling method refers to regularly polling the database at preset time intervals (such as every hour, every half hour, etc.).

[0044] S104: In response to the quotation satisfying the conditions for generating an offer, the quotation is split into multiple types of offers according to the policy dimensions of the quotation, and the status of the split offers is set to pending confirmation;

[0045] In this embodiment, the policy dimensions include: rebate type, tiered rules, and media platform.

[0046] The rebate types include fixed rebates and gradient rebates; the tiered rules include: different rebate ratios corresponding to different consumption amounts; the media platforms include: social media platforms and search engine platforms.

[0047] For example: there are two types of rebates, namely Type A and Type B, the tiered rules include Rule C and Rule D, and the media platforms include Platform E and Platform F. Then there are 8 splitting results, namely, products under Type A, Rule C and Platform E and their corresponding prices; products under Type A, Rule C and Platform F and their corresponding prices; products under Type B, Rule C and Platform E and their corresponding prices; products under Type B, Rule C and Platform F and their corresponding prices; products under Type A, Rule D and Platform E and their corresponding prices; products under Type A, Rule D and Platform F and their corresponding prices; products under Type B, Rule D and Platform E and their corresponding prices; products under Type B, Rule D and Platform F and their corresponding prices; each splitting result corresponds to one type of Offer.

[0048] S105: Perform duplication check and send alarm notification. Specifically, perform duplication check on offers in the pending confirmation status to determine whether they are duplicates of existing offers. If not, set the offer to active status. If they are duplicates, use a Gantt chart to visually display the duplicate offers that match the dimensions of the offer. Activate the offer with the earliest creation time among all duplicate offers, set other offers to the pending confirmation status, record the offer conflict information in the database, and send an alarm notification.

[0049] In this embodiment, duplication checking for offers in the pending status includes comparing key information of the offer with existing offers. If the key information is identical, the offer is considered a duplicate. The key information includes advertiser and policy dimensions. In other embodiments, duplication checking may also be performed in other ways.

[0050] If the offer in the pending confirmation status does not overlap with an existing offer, it means that the offer can be used normally and its status needs to be set to active.

[0051] In this embodiment, the offer conflict information includes the serial number of the duplicate offer and the quotation information involved.

[0052] In this embodiment, the objects to which the alarm notification is sent include customer administrators and system administrators.

[0053] like Figure 2 As shown, the information displayed in the Gantt chart in this embodiment includes the number of quotations corresponding to the same advertiser, and the advertiser ID, media platform, and rebate type of each quotation corresponding to the same advertiser.

[0054] By sending an alarm notification, relevant staff can be reminded that the offer generated this time conflicts with the previously generated offer and needs to be modified so that relevant staff can modify the relevant information and regenerate the correct offer.

[0055] In this embodiment, the offer includes a letter of intent for cooperation, a quotation sheet, and cooperation terms. In other embodiments, the offer may also include one of a letter of intent for cooperation, a quotation sheet, and cooperation terms.

[0056] The automatic offer generation method based on quotation approval of the present invention reduces manual intervention through automated processes, greatly shortens the time from quotation creation to offer generation, improves business processing efficiency, and can quickly respond to market demand. In addition, the system automatically verifies and processes data, avoiding errors that may occur in manual operations, ensuring the accuracy of quotation information and offer file content. Furthermore, offers are generated based on unified policy dimensions and rules, ensuring the standardization and consistency of offer files in format and content, and enhancing the professional image of enterprises in external cooperation. Finally, the system records and monitors the entire process, and can promptly record and send alarm notifications when problems such as offer conflicts occur, so that managers can promptly discover and solve problems and optimize business processes.

[0057] Therefore, the automatic offer generation method based on quotation approval of the present invention can efficiently, accurately and standardizedly complete the offer generation task in the actual business cooperation process, and meet the business development needs of the enterprise.

[0058] In one embodiment, the quotation approval process includes: reviewing the quotation information to check the completeness, accuracy and compliance with relevant policies and regulations.

[0059] In one embodiment, in response to the quotation being rejected, the quotation is rejected to the business end with a rejection reason attached, the rejection reason including one or more of: incomplete information, inaccurate information, and non-compliance with relevant policy regulations.

[0060] After being rejected by the business side, the business personnel can make modifications based on the rejection reasons and resubmit it for approval.

[0061] Example of an automatic offer generation system based on quotation approval flow:

[0062] The present invention also provides an automatic offer generation system based on the quotation approval process. Figure 3 As shown, the automatic Offer generation system based on the quotation approval flow includes a processor and a memory, and the memory stores computer program instructions. When the computer program instructions are executed by the processor, the automatic Offer generation method based on the quotation approval flow described in the above embodiment is implemented.

[0063] The automatic offer generation system based on quotation approval flow also includes other components familiar to those skilled in the art, such as a communication bus and a communication interface. Their settings and functions are known in the art, so they will not be described here in detail.

[0064] While several embodiments of the present invention have been shown and described herein, it will be apparent to those skilled in the art that such embodiments are provided by way of example only. Numerous modifications, variations, and alternatives will occur to those skilled in the art without departing from the concept and spirit of the present invention. It should be understood that various alternatives to the embodiments of the present invention described herein may be employed in practicing the present invention.

Claims

1. A method for automatically generating offers based on quotation approval flow, characterized in that: include: In response to the business end completing the quotation information, a quotation is generated and enters the quotation approval process; the quotation information includes advertiser information, applicable policy terms, settlement method information, rebate information, and contract information; In response to the quotation being approved, the quotation is dispatched; In response to a successful order dispatch, determine whether the quotation meets the conditions for generating an offer; In response to the quotation meeting the conditions for generating an offer, the quotation is split into multiple types of offers based on the policy dimensions of the quotation, and the status of the split offers is set to pending confirmation; Offers in the pending status are checked for duplication to determine whether they are duplicates of existing offers. If not, the offer is set to active. If they are duplicates, a Gantt chart is used to visually display the duplicate offers that match the offer's dimensions. Among all duplicate offers, the one with the earliest creation time is activated, and the other offers are set to the pending status. The offer conflict information is recorded in the database and an alarm notification is sent.

2. The automatic offer generation method based on quotation approval flow according to claim 1, characterized in that: The quotation approval process includes: reviewing the quotation information, checking the completeness and accuracy of the information and whether it complies with relevant policy regulations.

3. The automatic offer generation method based on quotation approval flow according to claim 2, characterized in that: In response to the quotation being rejected, the quotation is rejected to the business end with a rejection reason attached, the rejection reason including one or more of: incomplete information, inaccurate information, and non-compliance with relevant policy regulations.

4. The automatic offer generation method based on quotation approval flow according to claim 1, characterized in that: The policy dimensions include: rebate type, tiered rules and media platform.

5. The automatic offer generation method based on quotation approval flow according to claim 4 is characterized in that: The rebate types include fixed rebate and gradient rebate; The tiered rules include: different rebate ratios corresponding to different consumption amounts; the media platforms include: social media platforms and search engine platforms.

6. The automatic offer generation method based on quotation approval flow according to claim 1, characterized in that: The duplication check of an offer in the pending confirmation status includes: comparing the key information of the offer with the existing offer. If the key information is the same, the offer is determined to be a duplicate of the existing offer. The key information includes advertiser and policy dimensions.

7. The automatic offer generation method based on quotation approval flow according to claim 1, characterized in that: The Offer conflict information includes the numbers of the duplicate Offers and the quotation information involved.

8. The method for automatically generating offers based on quotation approval flow according to claim 1, characterized in that: Alarm notifications are sent to customer administrators and system administrators.

9. The automatic offer generation method based on quotation approval flow according to any one of claims 1 to 8, characterized in that: The offer includes a letter of intent for cooperation, a quotation and terms of cooperation.

10. An automatic offer generation system based on quotation approval process, comprising: A memory and a processor, wherein the memory stores computer program instructions, wherein when the computer program instructions are executed by the processor, the method for automatically generating an offer based on the quotation approval flow according to any one of claims 1 to 9 is implemented.

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