ERP (Enterprise Resource Planning) system and management method for lubricating grease product production and marketing management

Abstract

The invention discloses an ERP (Enterprise Resource Planning) system and management method for production and marketing management of lubricating grease products, and the ERP system comprises a research and development center management subsystem which is used for defining products, raw materials and process formulas; the customer center management subsystem is used for managing customer information, creating and managing orders and distributing the orders; the production center management subsystem is used for managing production work orders, summarizing work order details and managing packaging tasks and production equipment; the quality control center management subsystem is used for managing detection records, detection standards and detection equipment; and the storage center management subsystem is used for managing article information of the finished product warehouse, the semi-finished product warehouse, the raw material warehouse and the packing material warehouse. Through the ERP system, full-life-cycle digital operation such as generation, production, quality detection and warehouse-in and warehouse-out of a sales order can be implemented, so that the working efficiency of production and marketing is improved, and the production and marketing process is traced back.

Description

Technical Field

[0001] This invention relates to the field of lubricating grease production and sales technology, and in particular to an ERP system and management method for lubricating grease production and sales management. Background Technology

[0002] As a key consumable in industrial equipment, automotive machinery, rail transportation, aerospace and other fields, lubricating grease belongs to the category of fine chemical special oil products. Its production process is characterized by multiple formulas, small batches, customization and strict batch control. The production and sales chain covers raw material procurement, formula research and development, blending and production, quality testing, warehousing and logistics and other processes. Moreover, the product categories are complex, the raw material specifications are diverse and the customer needs are highly differentiated.

[0003] Compared to ordinary grease products, the production and sales management of lubricating grease products has more specific requirements for formula accuracy, production process stability, inventory shelf life control, and response to customer customized orders. Traditional management models can no longer meet the industry's needs for large-scale, refined, and digital development. Summary of the Invention

[0004] This invention aims to at least partially solve one of the technical problems in related technologies. Therefore, one objective of this invention is to provide an ERP system and management method for the production and sales management of lubricating grease products, capable of scientifically and digitally managing the production and sales process of lubricating grease products, thereby improving production and sales efficiency and enabling traceability of the production and sales process.

[0005] The technical solution adopted in this invention is: In a first aspect, the present invention provides an ERP system for the production and sales management of lubricating grease products, comprising: a research and development center management subsystem for defining products, raw materials, and process formulas; a customer center management subsystem for managing customer information, creating and managing orders, and allocating orders; a production center management subsystem for managing production work orders, summarizing work order details, and managing packaging tasks and production equipment; a quality control center management subsystem for managing inspection records, inspection standards, and inspection equipment; and a warehousing center management subsystem for managing information on items in finished goods warehouses, semi-finished goods warehouses, raw material warehouses, and packaging material warehouses.

[0006] The R&D center management subsystem includes: a product definition management module for defining all of the company's products; a raw material definition management module for defining all of the company's raw materials; and a process formula management module for defining the company's process formulas.

[0007] The customer center management subsystem includes: a customer file management module for managing customer file information; a customer order management module for creating orders, where each order is associated with a product and its raw materials and process formula; an order details management module for managing detailed order information; and an allocation record management module for assigning orders to R&D personnel for review to ensure that the selected formula and process meet the requirements.

[0008] The production center management subsystem includes: a production work order management module, used to review whether the formula of an order meets the requirements and send the work order to the production management system for production, wherein one work order corresponds to one order; a work order detail management module, used to manage the detailed information of all work orders; a packaging workshop management module, used to manage all packaging tasks; and a production equipment management module, used to manage all production equipment of the company. The production management system is set up outside the ERP system for communication with the ERP system to facilitate workers to perform various production process operations.

[0009] The quality control center management subsystem includes: a test record management module, which generates test records for work orders and sends the work orders to the production management system for testing, wherein one test record corresponds to one work order; a test standard management module, which defines test standards; and a test equipment management module, which manages test equipment.

[0010] The warehousing center management subsystem is integrated with the production management system. The warehousing center management subsystem includes: a finished goods warehouse management module for managing finished goods inventory; a semi-finished goods warehouse management module for managing semi-finished goods inventory; a raw material warehouse management module for managing raw materials; a packaging material warehouse management module for managing packaging materials; and an inventory counting management module for counting inventory in all warehouses.

[0011] This also includes: a performance center management subsystem, used to manage the salaries of production workers.

[0012] This also includes: a report center management subsystem, used to view data reports generated during the production and sales process.

[0013] This also includes a system management subsystem, which is used to set operation permissions for different roles.

[0014] Secondly, the present invention provides a management method for the production and sales management of lubricating grease products, applied to the aforementioned ERP system, comprising: defining products, raw materials, and process formulas based on the R&D center management subsystem; generating orders based on the customer center management subsystem and allocating the orders to the production center management subsystem for process formula review; reviewing the formulas of the orders and executing the production of the orders based on the production center management subsystem; completing quality inspection of the orders based on the quality control center management subsystem; and completing outbound and inbound operations of the orders based on the warehousing center management subsystem.

[0015] The beneficial effects of this invention are: This invention employs an ERP system for the production and sales management of lubricating grease products. This ERP system includes subsystems for R&D center management, customer center management, production center management, quality control center management, and warehousing center management. Through this ERP system, the entire lifecycle of a sales order—from generation and production to quality inspection and warehousing—can be digitally managed. This overcomes the technical problem in existing technologies where the production and sales process of lubricating grease products lacks standardization and automation, thereby enabling scientific and digital management of the lubricating grease production and sales process, improving work efficiency, and facilitating traceability.

[0016] Furthermore, the production center management subsystem, quality control center management subsystem, and warehousing center management subsystem of the ERP system of this invention are respectively connected to the production management system. This production management system is applied in the production workshop and can issue production instructions, quality inspection instructions, and goods entry and exit instructions to workers in real time through the production management system. At the same time, it can obtain production information, quality inspection information, and warehousing information in real time through the production management system. In this way, production, quality inspection, and goods entry and exit operations can be coordinated through this invention.

[0017] In addition, the present invention further ensures the quality of production by reviewing the formula and process of the order before production and reviewing the testing standards before quality inspection.

[0018] In addition, the present invention also includes a performance center management subsystem, a report center management subsystem, and a system management subsystem, which facilitate the use of the ERP system by personnel with different permissions.

[0019] This invention can be widely applied to the production and sales management of lubricating grease products. Attached Figure Description

[0020] Figure 1 This is a schematic diagram of an embodiment of the ERP system for the production and sales management of lubricating grease products according to the present invention; Figure 2 yes Figure 1 A schematic diagram of the structure of an embodiment of the process formula in the process formula management module 13; Figure 3 yes Figure 1 A schematic diagram of a structure of an embodiment of the customer order management module 22; Figure 4 yes Figure 1 A schematic diagram of the structure of an embodiment of the order details management module 23; Figure 5 yes Figure 1 A schematic diagram of the structure of an embodiment of the allocation record management module 24; Figure 6 This is a schematic diagram of another embodiment of the ERP system for the production and sales management of lubricating grease products according to the present invention; Figure 7 yes Figure 1 A schematic diagram of a structure of an embodiment of the production work order management module 31; Figure 8 yes Figure 1 A schematic diagram of the structure of an embodiment of the work order detail management module 32; Figure 9 yes Figure 1 A schematic diagram of the structure of an embodiment of the packaging workshop management module 33; Figure 10 yes Figure 1 A schematic diagram of a structure of an embodiment of the production equipment management module 34; Figure 11 yes Figure 1 A schematic diagram of the structure of an embodiment of the detection record management module 41; Figure 12 yes Figure 1 A schematic diagram of an embodiment of the testing standard management module 42; Figure 13 yes Figure 1 A schematic diagram of the structure of an embodiment of the finished goods warehouse management module 51; Figure 14 This is a flowchart illustrating an embodiment of the management method for the production and sales management of lubricating grease products according to the present invention. Detailed Implementation

[0021] It should be noted that, unless otherwise specified, the embodiments and features described in this application can be combined with each other.

[0022] Example 1

[0023] Please see Figure 1 , Figure 1 This is a schematic diagram of an embodiment of the ERP system for managing the production and sales of lubricating grease products according to the present invention. Figure 1 As shown, the ERP system includes the R&D Center Management Subsystem 1, Customer Center Management Subsystem 2, Production Center Management Subsystem 3, Quality Control Center Management Subsystem 4, and Warehouse Center Management Subsystem 5.

[0024] The R&D center management subsystem 1 is used to define products, raw materials, and process formulas. For example... Figure 1 As shown, the R&D center management subsystem 1 includes a product definition management module 11, a raw material definition management module 12, and a process formula management module 13.

[0025] Product definition management module 11 is used to define all the company's products. In this system, one order corresponds to one product.

[0026] The Raw Material Definition Management module 12 is used to define all the company's raw materials. Understandably, a product may contain multiple raw materials.

[0027] The Process Recipe Management module 13 is used to define the company's process recipes. Understandably, a product may have multiple process recipes. Please refer to [link / reference]. Figure 2 ,like Figure 2 As shown, the process formula of a certain product includes 7 process steps: preparation, boiling, first stirring, second stirring, first grinding, second grinding, and regularization.

[0028] The aforementioned product, raw material, and process formulas are entered into the system by R&D personnel. The system initially stores the company's existing product, raw material, and process formulas. When new products are developed, or new raw materials and process formulas are created, R&D personnel will periodically enter these new products, raw materials, and process formulas into the system.

[0029] Customer Center Management Subsystem 2 is used to manage customer information, create and manage orders, and allocate orders. Each order is associated with a product, and also with the product's raw materials and processing formula. For example... Figure 1 As shown, the customer center management subsystem 2 includes: a customer file management module 21, a customer order management module 22, an order details management module 23, and an allocation record management module 24.

[0030] The customer profile management module 21 is used to manage customer profile information. The fields for this profile information include: the name of the product purchased by the customer, product requirements, product rules, and product quantity. At the far right of each order is an operation toolbar. This toolbar includes two operation menus: "Modify" and "Delete". Clicking the "Modify" menu allows modification of the customer's profile information. Clicking the "Delete" menu deletes the customer.

[0031] The customer order management module 22 is used to create orders. For example... Figure 3As shown, at the top of this page, there is a "New Order" menu. Clicking this menu allows you to create an order. When creating an order, you can select the corresponding product, raw materials, and formula process. In the customer order management module 22, you can view the basic information of the order. This basic information includes fields such as: order product model, customer number, customer name, estimated delivery date, actual delivery date, delivery personnel, and order creation date. On the far right of each order, there is an operation toolbar. This toolbar includes two operation menus: "Details" and "Cancel". Clicking the "Details" menu switches to the order details management module 23. Clicking the "Cancel" menu cancels the order, requiring no further action.

[0032] The order details management module 23 is used to view detailed order information. For example... Figure 4 As shown, in the order details management module 23, you can view the detailed information of the order. The fields for this detailed information include: order number, order status, pre-delivery date, product number, production model, specification code, packaging rules, net content, number of orders, order quantity, inner packaging materials, outer packaging materials, and outer packaging label. At the far right of each order is an operation toolbar. This operation toolbar includes an "Assign" operation menu. Clicking the "Assign" menu switches to the assignment record management module 24.

[0033] The allocation record management module 24 is used to assign the order to R&D personnel to review whether the selected formula and process for the order meet the requirements. For example... Figure 5 As shown, in the allocation record management module 24, the allocation information for this order can be viewed. The fields in this allocation information include: allocation destination and destination code. At the far right of each order is an operation toolbar. This toolbar includes two operation menus: "Process" and "Cancel". Clicking the "Process" menu for an order assigns it to R&D personnel for review to ensure the corresponding formula and process meet requirements. Clicking the "Cancel" menu cancels the order, requiring no further action.

[0034] Production Center Management Subsystem 3 is used to manage production work orders, summarize work order details, and manage packaging tasks and production equipment. For example... Figure 1 As shown, the production center management subsystem 3 includes a production work order management module 31, a work order details management module 32, a packaging workshop management module 33, and a production equipment management module 34. In this system, one work order corresponds to one order.

[0035] The production work order management module 31 is used to review whether the formula and process of an order meet the requirements and to send the work order to the production management system for production. It should be noted that this production management system is set up outside the ERP system, but it communicates with the ERP system to facilitate workers' operations in various production processes. This production management system is used in the production workshop. Through this system, production instructions, quality inspection instructions, and goods entry / exit instructions can be issued to workers in real time. Simultaneously, production information, quality inspection information, and warehouse information can be obtained in real time through this system. Please refer to [link / reference]. Figure 6 Specifically, the production management system communicates with the production center management subsystem 3, quality control center management subsystem 4, and warehouse center management subsystem 5 of the ERP system to update the ERP system with production status, quality control status, and warehouse entry and exit status in a timely manner. The ERP system can also send production instructions, quality inspection instructions, and goods entry and exit instructions to the production management system.

[0036] like Figure 7 As shown, in the production work order management module 31, the production information of the work orders can be viewed. This production information includes: work order number, work order status, number of completed batches, number of batches in this order, production workshop, order batch number, product number, and product model. At the far right of each work order is an operation toolbar, which includes four operation menus: "Edit / Review," "Schedule," "Complete," and "Cancel." Clicking the "Edit / Review" menu for an order allows for the review of the order's formula and process. Clicking the "Schedule" menu sends the work order to the production management system for production. Clicking the "Cancel" menu cancels the order, requiring no further action. At the top of the page is a "Create New Work Order" menu; clicking this menu allows for the creation of a work order.

[0037] The work order details management module 32 is used to manage detailed information for all work orders. For example... Figure 8 As shown in the work order details management module 32, detailed work order information can be viewed. This information includes fields such as: work order number, work order status, order batch number, in-production status, estimated delivery date, product number, product model, specification code, packaging specifications, labeling unit, net content, modification personnel, planned quantity, and planned quantity. The "In-Production Status" field includes three types: pre-schedule, production schedule, and warehousing. At the far right of each work order is an operation toolbar containing a "Modify" menu. Clicking the "Modify" menu for a specific order allows modification of the planned quantity and planned quantity fields for that work order.

[0038] The packaging workshop management module 33 is used to manage all packaging tasks. For example... Figure 9As shown, in the packaging workshop management module 33, all packaging tasks can be viewed. The fields of the packaging task include: task number, task status, order batch number, product batch number, product model, specification code, packaging specification, labeling unit, net content, task quantity, task quantity, planned quantity, single piece base, piece counting multiplier, and additional instructions.

[0039] The production equipment management module 34 is used to manage all the company's production equipment. For example... Figure 10 As shown, the production equipment management module 34 displays the status of all production equipment. The fields for production equipment status include: equipment number, equipment type, equipment name, equipment model, equipment specifications, usage status, location, network address, equipment brand, manufacturing unit, and manufacturing date. On the far right of each device is an operation toolbar containing two menus: "Modify" and "Delete." Clicking the "Modify" menu on a device allows modification of its status. Clicking the "Delete" menu deletes the device.

[0040] The Quality Control Center Management Subsystem 4 is used to manage testing records, testing standards, and testing equipment. For example... Figure 1 As shown, the quality control center management subsystem 4 includes a test record management module 41, a test standard management module 42, and a test equipment management module 43.

[0041] The inspection record management module 41 is used to generate inspection records for the work order and send the work order to the production management system for inspection. Each inspection record corresponds to one work order. In the production work order management module 31, clicking the "Complete" operation on a work order automatically generates an inspection record in the inspection record management module 41. For example... Figure 11 As shown, in the test record management module 41, each test record has an operation toolbar on the far right, which includes three operation menus: "Details," "Review," and "Regenerate." Clicking the "Details" operation menu allows you to set the test standards for that test record, which are generated in the test standard management module 42. Clicking the "Review" operation menu allows you to review whether the test standards for that test record meet the requirements.

[0042] The testing standard management module 42 is used to define testing standards. For example... Figure 12 As shown, multiple testing standards can be defined on the page of the testing standard management module 42. The definition fields for each testing standard include: standard number, standard name, standard category, standard description, drafter, drafting time, and operating instructions.

[0043] The testing equipment management module 43 is used to manage testing equipment. The page of the testing equipment management module 43 allows management of equipment information. This information includes: equipment number, equipment name, equipment model, installation location, equipment brand, manufacturer, manufacturing date, installation date, equipment purpose, registration personnel, and registration date. On the far right of each testing equipment is an operation toolbar with "Modify" and "Delete" menus. Clicking the "Modify" menu allows modification of the testing equipment information. Clicking the "Delete" menu allows deletion of the testing equipment information. At the top of the testing equipment management module 43 is an "Add" menu for adding new testing equipment information.

[0044] The warehouse management subsystem 5 interfaces with the production management system to manage item information in the finished goods warehouse, semi-finished goods warehouse, raw material warehouse, and packaging material warehouse. For example... Figure 1 As shown, the warehouse management subsystem includes a finished goods warehouse management module 51, a semi-finished goods warehouse management module 52, a raw materials warehouse management module 53, a packaging materials warehouse management module 54, and an inventory management module 55. These modules are respectively connected to the production management system.

[0045] The finished goods warehouse management module 51 is used to manage the inventory in the finished goods warehouse. For example... Figure 13 As shown, the finished goods warehouse management module 51 includes: a real-time inventory submodule, an inbound record submodule, and an outbound record submodule. On the real-time inventory submodule page, users can query the corresponding inventory based on the product model or order batch number and perform outbound and transfer operations.

[0046] The semi-finished product warehouse management module 52 is used to manage the inventory of semi-finished products. The raw material warehouse management module 53 is used to manage raw materials. The packaging material warehouse management module 54 is used to manage packaging materials. The inventory counting management module 55 is used to count the inventory of all warehouses.

[0047] In addition, this ERP system also includes a Performance Center Management Subsystem (not shown in the diagram), a Report Center Management Subsystem (not shown in the diagram), and a System Management Subsystem (not shown in the diagram). The Performance Center Management Subsystem is used to manage the salaries of production workers. The Report Center Management Subsystem is used to view data reports generated during the production and sales process. The System Management Subsystem is used to set operating permissions for different roles. For example, sales personnel can only use the R&D Center Management Subsystem 1 and the Customer Center Management Subsystem 2; R&D personnel can only use the R&D Center Management Subsystem 1 and the Production Work Order Management Module 31; production supervisors can only use the Production Center Management Subsystem 3, the Quality Control Center Management Subsystem 4, and the Warehouse Center Management Subsystem 5; company leaders have access to all modules.

[0048] Example 2

[0049] Please see Figure 14 , Figure 14 This is a flowchart illustrating an embodiment of the management method for the production and sales management of lubricating grease products according to the present invention. This management method is applied to the ERP system described in Embodiment 1, such as... Figure 14 As shown, this management method includes the following steps: S11: Define products, raw materials, and process formulas based on the R&D center management subsystem; S12: Generate an order based on the customer center management subsystem and assign the order to the production center management subsystem for process formula review; S13: Based on the production center management subsystem, review the recipe for this order and execute the production of this order; S14: Complete the quality inspection of this order based on the quality control center management subsystem; S15: Complete the outbound and inbound operations for this order based on the warehouse center management subsystem.

[0050] Specifically, the operation methods of each step in this embodiment have been described in detail in Embodiment 1, and will not be repeated here.

[0051] The above is a detailed description of the preferred embodiments of the present invention. However, the present invention is not limited to the embodiments described. Those skilled in the art can make various equivalent modifications or substitutions without departing from the spirit of the present invention. All such equivalent modifications or substitutions are included within the scope defined by the claims of this application.

Claims

1. An ERP system for the production and sales management of lubricating grease products, characterized in that, include: The R&D center management subsystem is used to define products, raw materials, and process formulas; The customer center management subsystem is used to manage customer information, create and manage orders, and assign orders. The production center management subsystem is used to manage production work orders, summarize work order details, manage packaging tasks, and manage production equipment. The quality control center management subsystem is used to manage testing records, testing standards, and testing equipment. The warehouse center management subsystem is used to manage the item information of finished goods warehouses, semi-finished goods warehouses, raw material warehouses, and packaging material warehouses.

2. The ERP system according to claim 1, characterized in that, The R&D center management subsystem includes: The product definition management module is used to define all of the company's products; The raw material definition management module is used to define all the company's raw materials; The process recipe management module is used to define the company's process recipes.

3. The ERP system according to claim 1, characterized in that, The customer center management subsystem includes: The customer file management module is used to manage customer file information; The customer order management module is used to create orders, where each order is associated with a product, and the raw materials and process formula of that product are also associated with it. The order details management module is used to manage detailed order information; The allocation record management module is used to assign orders to R&D personnel for review to ensure that the selected formula and process for the order meet the requirements.

4. The ERP system according to claim 1, characterized in that, The production center management subsystem includes: The production work order management module is used to review whether the recipe of an order meets the requirements and to send the work order to the production management system for production. One work order corresponds to one order. The work order details management module is used to manage detailed information for all work orders; The packaging workshop management module is used to manage all packaging tasks; The production equipment management module is used to manage all of the company's production equipment. The production management system is located outside the ERP system and is used to communicate with the ERP system to facilitate workers in performing various production processes.

5. The ERP system according to claim 4, characterized in that, The quality control center management subsystem includes: The inspection record management module is used to generate inspection records for work orders and send the work orders to the production management system for inspection, wherein one inspection record corresponds to one work order; The testing standards management module is used to define testing standards; The testing equipment management module is used to manage testing equipment.

6. The ERP system according to claim 4, characterized in that, The warehouse center management subsystem interfaces with the production management system. The warehouse center management subsystem includes: The finished goods warehouse management module is used to manage the inventory in the finished goods warehouse; The semi-finished product warehouse management module is used to manage the inventory of semi-finished products in the warehouse; The raw material warehouse management module is used to manage raw materials; The packaging material warehouse management module is used to manage packaging materials; The inventory management module is used to take inventory of all warehouses.

7. The ERP system according to claim 1, characterized in that, Also includes: The performance center management subsystem is used to manage the salaries of production workers.

8. The ERP system according to claim 1, characterized in that, Also includes: The report center management subsystem is used to view data reports generated during the production and sales process.

9. The ERP system according to claim 1, characterized in that, Also includes: The system management subsystem is used to set operation permissions for different roles.

10. A management method for the production and sales management of lubricating grease products, applied to the ERP system described in any one of claims 1 to 9, characterized in that, include: The product, raw material, and process formula are defined based on the R&D center management subsystem. Orders are generated based on the customer center management subsystem, and the orders are assigned to the production center management subsystem for process formula review. The production center management subsystem is used to review the recipes for the orders and execute the production of the orders. The quality inspection of the order is completed based on the quality control center management subsystem. The outbound and inbound operations of the order are completed based on the warehouse center management subsystem.

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