Method of determining offer information and offer system
Patent Information
- Application Number
- CN202610299633.X
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Priority Date
- 2025-03-14
- Filing Date
- 2026-03-12
- Publication Date
- 2026-09-15
Smart Images
Figure CN122760197A_ABST
Abstract
Description
Technical Field
[0001] This invention relates to a mechanism for providing quotations, and more particularly to a method and system for determining quotation information. Background Technology
[0002] Generally, when a customer requests a quote for a specific part number, the supplier's processing flow is roughly as follows: First, the supplier receives the customer's quote request via email, phone, or online system, including information such as the part number, quantity, and delivery time. Next, they carefully confirm the details of the requirements, such as specifications and special requirements, and communicate further with the customer if anything is unclear. Then, the supplier conducts an internal assessment, checking inventory, calculating production and transportation costs, etc., to ensure the accuracy of the quote. After completing the cost analysis, the supplier prepares a quotation based on their pricing strategy, including the unit price, total price, payment terms, and delivery deadline. Finally, the supplier formally submits the quotation to the customer, ensuring the information is clear and meets their needs.
[0003] However, in the existing process, when suppliers conduct internal assessments to prepare quotations, the large amount of information required makes it difficult for relevant personnel to efficiently determine a suitable quotation. Summary of the Invention
[0004] In view of this, the present invention provides a method and a pricing system for determining pricing information, which can be used to solve the above-mentioned technical problems.
[0005] This invention provides a method for determining quotation information, executed by a quotation system. The method includes: obtaining a quotation request, wherein the quotation request includes at least a target part number and a required quantity of the target part number; determining a compatible part number compatible with the target part number; obtaining internal information associated with the target part number, wherein the internal information includes first material management information of the target part number and the compatible part number at at least one internal supply source; obtaining external information associated with the target part number, wherein the external information includes second material management information of the target part number and the compatible part number at an external supply source; determining a reference quotation corresponding to the quotation request based on the required quantity of the target part number, the internal information, and the external information; determining a reference profit based on the reference quotation, the first material management information, and a specified supply quantity of each of the internal supply sources for the target part number or the compatible part number; and, in response to determining that the reference profit meets specified conditions, generating a first quotation corresponding to the quotation request based on the reference quotation.
[0006] This invention provides a quotation system, including a storage circuit and a processor. The storage circuit stores program code. The processor is connected to the storage circuit and accesses the program code to execute: obtaining a quotation request, wherein the quotation request includes at least a target part number and the required quantity of the target part number; determining a compatible part number compatible with the target part number; obtaining internal information associated with the target part number, wherein the internal information includes first material management information of the target part number and the compatible part number at at least one internal supply source; obtaining external information associated with the target part number, wherein the external information includes second material management information of the target part number and the compatible part number at an external supply source; determining a reference quotation corresponding to the quotation request based on the required quantity of the target part number, the internal information, and the external information; determining a reference profit based on the reference quotation, the first material management information, and the specified supply quantity of each of the internal supply sources for the target part number or the compatible part number; and, in response to determining that the reference profit meets specified conditions, generating a first quotation corresponding to the quotation request based on the reference quotation. Attached Figure Description
[0007] Figure 1 This is a schematic diagram of a quotation system according to an embodiment of the present invention; Figure 2 This is a flowchart illustrating a method for determining price information according to an embodiment of the present invention; Figure 3 This is a schematic diagram illustrating the provision of internal and external information through a user interface according to an embodiment of the present invention; Figure 4 This is a flowchart illustrating a method for providing quotation information according to an embodiment of the present invention; Figure 5 This is a schematic diagram of a user interface according to an embodiment of the present invention; Figure 6 This is a schematic diagram of a quotation email according to an embodiment of the present invention; Figure 7 It is based on Figure 6 Another sample of a quote email is shown. Detailed Implementation
[0008] Reference will now be made in detail to exemplary embodiments of the invention, examples of which are illustrated in the accompanying drawings. Wherever possible, the same element symbols are used in the drawings and description to denote the same or similar parts.
[0009] Please refer to Figure 1 This is a schematic diagram of a quotation system according to an embodiment of the present invention. In different embodiments, the quotation system 100 may be implemented as various intelligent devices and / or computer devices, but is not limited thereto.
[0010] exist Figure 1 In the quotation system 100, there are storage circuits 102 and processors 104.
[0011] The storage circuit 102 may be, for example, any type of fixed or removable random access memory (RAM), read-only memory (ROM), flash memory, hard disk or other similar device or combination of these devices, and may be used to record multiple program codes or modules.
[0012] The processor 104 is connected to the storage circuit 102 and may be a general-purpose processor, a special-purpose processor, a conventional processor, a digital signal processor, multiple microprocessors, one or more microprocessors incorporating a digital signal processor core, a controller, a microcontroller, an application-specific integrated circuit (ASIC), a field-programmable gate array (FPGA), any other type of integrated circuit, a state machine, an processor based on an advanced RISC machine (ARM), and the like.
[0013] In embodiments of the present invention, the quotation system 100 is, for example, a tool or software for managing and processing quotation processes, designed to help the corresponding supplier (hereinafter referred to as A) efficiently respond to quotation requests from clients. In some embodiments, the quotation system 100 may integrate functions such as product data, cost calculation, pricing strategies, and customer information, allowing users to quickly generate accurate quotations. Through automated processes, the quotation system can track quotation status, store historical records, and support communication with customers, but is not limited to these functions.
[0014] In an embodiment of the present invention, the processor 104 may access the modules and program code recorded in the storage circuit 102 to implement the method for determining quotation information proposed in the present invention, the details of which are described below.
[0015] Please refer to Figure 2 This is a flowchart illustrating a method for determining price information according to an embodiment of the present invention. The method of this embodiment can be derived from... Figure 1 The quotation system is 100% executed, and the following is the matching... Figure 1 Component description shown Figure 2 Details of each step.
[0016] In step S210, processor 104 obtains a quote request.
[0017] In embodiments of the present invention, the roles or entities making quotation requests encompass multiple fields, including corporate purchasing departments, small and medium-sized business owners, engineers or R&D personnel, distributors or traders, government agencies or public sectors, individual customers or consumers, and project managers. These entities act based on their own needs, such as production procurement, business expansion, product development, resale, public sector initiatives, small-scale orders, or project management.
[0018] For ease of understanding, the role or entity that submits the offer request will be referred to as the client below, but may not be limited to this.
[0019] In some embodiments, the processor 104 may receive / obtain a client's quote request via email, telephone, or online system, but is not limited to these methods.
[0020] In embodiments of the present invention, the quotation request includes at least the target part number and the required quantity of the target part number.
[0021] Generally speaking, a part number is a unique code or identifier used by a company or supplier to identify a specific product, part, or material. It typically consists of a string of numbers, letters, or a combination of both, used to precisely distinguish different items and avoid confusion. The main function of a part number is to facilitate inventory management, ordering, production, and tracking, ensuring that clients and suppliers can clearly specify the required items when communicating.
[0022] In an embodiment of the present invention, the target part number in step S210 can be understood as a part number that the client wants to purchase from supplier A, and the quotation request is, for example, a request from the client that supplier A provide a quotation for the part number that the client wants to purchase and the corresponding required quantity, but it is not limited to this.
[0023] In step S220, the processor 104 determines a compatible part number that is compatible with the target part number.
[0024] In an embodiment of the present invention, the processor 104 may, for example, search from the supplier A’s internal database for which part numbers can be used to replace the target part number (e.g., have the same application / function / structure), and regard the found part numbers as compatible part numbers in step S220, but may not be limited thereto.
[0025] From another perspective, a compatible part number refers to another part number that can be used to replace the target part number. This usually indicates that the replacement part is compatible or equivalent to the target part number in terms of function, specifications, or application. For example, if a device requires a part number "A-123," and supplier A provides a compatible part number "B-456," this means that "B-456" meets the same technical requirements and operates correctly. Compatible part numbers are typically provided by supplier A or the manufacturer when the original part is discontinued, out of stock, or for cost considerations, giving customers more options, but they are not limited to this.
[0026] In step S230, the processor 104 obtains internal information associated with the target part number, wherein the internal information includes first material management information of the target part number and compatible part numbers in at least one internal material supply source.
[0027] In some embodiments, Supplier A may simultaneously manage / cooperate with / collaborate with one or more internal material sources, which may be used, for example, to supply Supplier A with objects / materials corresponding to the target part number and / or compatible part number (and / or other part numbers).
[0028] In some embodiments, Supplier A may request materials of the required part number from its managed / cooperative / collaborative internal material sources and ship the materials requested from one or more internal material sources to the client in an integrated manner, but is not limited to this.
[0029] In embodiments of the present invention, the first material management information corresponding to each internal material supply source may include, for example, a description of the target material number and / or compatible material number managed by each internal material supply source, the highest sales price and corresponding sales quantity, the lowest sales price and corresponding sales quantity, specifications and technical parameters, inventory information, contact information, cost and price, purchase and order records, scope of use, and storage and lifespan information, etc.
[0030] In step S240, the processor 104 obtains external information associated with the target part number, wherein the external information includes second material management information of the target part number and compatible part numbers at an external material supply source.
[0031] In embodiments of the present invention, the external material source is, for example, another material source that does not cooperate / collaborate with supplier A corresponding to the pricing system 100, or can be understood as a competitor of supplier A corresponding to the pricing system 100, but is not limited thereto.
[0032] In some embodiments, the second material management information of the external material supply source may include, for example, the historical sales records of the external material supply source for the target part number and / or compatible part number, such as the highest sales price and corresponding sales quantity, the lowest sales price and corresponding sales quantity, but may not be limited to this.
[0033] Please refer to Figure 3 This is a schematic diagram illustrating, according to an embodiment of the present invention, the provision of internal and external information through a user interface.
[0034] exist Figure 3 In this context, the processor 104 can display internal information 310 and external information 320, for example, through the user interface 300 provided by the quotation system 100.
[0035] In this embodiment, the main items and compatible items in the internal information 310 can be understood as corresponding to the target part number and compatible part number managed by the internal material supply source, respectively.
[0036] like Figure 3 As shown, the target part number managed by the internal material supplier is, for example, "1111" corresponding to the brand "AAA", while the related compatible part numbers managed by the internal material supplier are, for example, "2222" corresponding to the brand "BBB" and "3333" corresponding to the brand "CCC". In addition, the internal information 310 can display the highest selling price and corresponding sales quantity, the lowest selling price and corresponding sales quantity for each target part number and compatible part number, but is not limited to this.
[0037] In addition, the main items and compatible items in external information 320 can be understood as corresponding to the target part number and compatible part number managed by the external material supply source, respectively.
[0038] like Figure 3 As shown, external material sources can also manage "1111" (i.e., target part number) corresponding to the brand "AAA", but do not manage related compatible part numbers, but are not limited to this.
[0039] In step S250, the processor 104 determines the reference quotation corresponding to the quotation request based on the required quantity of the target part number, internal information, and external information.
[0040] In embodiments of the present invention, the reference price is, for example, the desired selling price of the target part number, but is not limited thereto.
[0041] In one embodiment, processor 104 may refer to, for example, Figure 3 The information shown determines the reference price. For example, processor 104 may refer to the lowest and highest selling prices and related sales quantities in internal information 310 and / or external information 320 to determine the reference price.
[0042] In one embodiment, the processor 104 may use the lowest and highest selling prices in the internal information 310 as the first reference price and the second reference price, and then refer to the required quantity of the target part number to use a price higher or lower than the first reference price or the second reference price as the reference price.
[0043] by Figure 3 For example, in internal information 310, if the demand quantity for the target part number is higher than the sales quantity corresponding to the highest selling price (i.e., 70,000), then the processor 104 may use a price slightly lower than the highest selling price as the reference quote based on the concept of discount.
[0044] Furthermore, if the demand quantity for the target part number is lower than the sales quantity corresponding to the highest selling price (i.e., 70,000), then the processor 104 may be quoted at a price slightly higher than the highest selling price as the reference price.
[0045] Again Figure 3 For example, in external information 320, if the demand quantity for the target part number is higher than the sales quantity corresponding to the highest selling price (i.e., 30,000), the processor 104 may use a price slightly lower than the highest selling price (i.e., lower than the price previously used by competitors) as the reference price based on the concept of discount.
[0046] Furthermore, if the demand quantity for the target part number is lower than the sales quantity corresponding to the highest selling price, then the processor 104 may use a price no higher than the highest selling price (i.e., no higher than the price previously used by competitors) as the reference price.
[0047] In some embodiments, the processor 104 may apply machine learning models and / or artificial intelligence models to determine the reference quote corresponding to the quote request.
[0048] In one embodiment, the processor 104 may, for example, after executing steps S210 to S240, feed the obtained quotation request, compatible part number, internal information and external information into a pre-trained machine learning model and / or artificial intelligence model (hereinafter referred to as the model) so that the model outputs the reference quotation accordingly.
[0049] In different embodiments, the machine learning model and / or artificial intelligence model may be implemented in various existing models and / or neural network implementations, such as Convolutional Neural Network (CNN), Recurrent Neural Network (RNN), Long Short-Term Memory (LSTM), Variational Autoencoder (VAE), Generative Adversarial Network (GAN), Random Forest, Support Vector Machine (SVM), K-Means Clustering, GPT-4, etc., but are not limited thereto.
[0050] In one embodiment, to enable the model to possess the aforementioned capabilities, during the relevant training process, the designer can feed specially designed training data into the model to allow it to learn accordingly. For example, the processor 104 can collect past pricing data determined in response to different pricing requests (which may indicate different part numbers and quantities) and corresponding internal and external information, and feed this data into the model. Accordingly, the model can learn which pricing should be set under what combination of pricing requests, internal information, and external information. In this case, when the model receives a pricing request and corresponding internal / external information in the future, the model can determine which pricing should be used accordingly, but this is not limited to this.
[0051] In step S260, the processor 104 determines the reference profit based on the reference price, the first material management information, and the specified supply quantity of each internal material source for the target part number or compatible part number.
[0052] In one embodiment, the first material management information includes the cost and available quantity of each internal material source for the target part number or compatible part number.
[0053] In one embodiment, processor 104 may determine the total amount based on the reference price and the required quantity of the target part number. For example, processor 104 may use the product of the reference price and the required quantity of the target part number as the total amount, which can be understood as the expected total sales amount to the customer.
[0054] Then, the processor 104 can set the specified supply quantity of each internal material supply source for the target part number or compatible part number based on the supply quantity of each internal material supply source for the target part number or compatible part number.
[0055] In one embodiment, the designated supply quantity of each internal material supply source for the target part number or compatible part number is no greater than the available supply quantity of each internal material supply source for the target part number or compatible part number.
[0056] To facilitate understanding, the following example illustrates the point. Suppose that the target part number indicated in the quotation request (e.g., the previously mentioned brand "AAA" "1111") is required in quantities of 40,000, and the internal information determined by processor 104 shows that there are 3 internal supply sources that can provide the target part number.
[0057] In one embodiment, the relevant information of the three internal material supply sources that can provide the target part number can be illustrated in Table 1 below:
[0058] Table 1
[0059] In some embodiments, since different suppliers have different procurement costs for the target part number, the processor 104 may determine the corresponding specified supply quantity (i.e., the quantity of part number provided by the supplier to supplier A) based on different principles.
[0060] In the scenario described in Table 1, since the cost of material source 3 is lower, setting a higher specified supply quantity for material source 3 by processor 104 should result in lower sales costs corresponding to the quotation request. However, since the available supply quantity of material source 3 for the target part number (i.e., the inventory quantity for the target part number) is also low, processor 104 cannot substantially set an excessively high specified supply quantity for material source 3. Therefore, processor 104 may, for example, set the specified supply quantity of material source 3 to no more than 15,000 of the corresponding available supply quantity, but is not limited to this.
[0061] After setting the specified supply quantity of supply source 3 to 15,000, 25,000 target part numbers are still needed to meet the required quantity specified in the quotation request. In this case, processor 104 can, for example, set the specified supply quantities of supply sources 1 and 2 accordingly, so that supply sources 1 and 2 supply a total of 25,000 target part numbers.
[0062] In the scenario in Table 1, since the cost of supply source 2 is lower than that of supply source 1 and the inventory is sufficient, processor 104 may, for example, set the specified supply quantity of supply source 2 to no more than 20,000 of the corresponding available quantity. Then, processor 104 may, for example, set the specified supply quantity of supply source 3 to no more than 5,000 of the corresponding available quantity, but is not limited to this.
[0063] It should be understood that the scenarios in Table 1 are for illustrative purposes only and are not intended to limit the possible implementations of the present invention. In other embodiments, the processor 104 may determine the specified supply quantity based on various different material sources and corresponding inventory levels and costs.
[0064] In some embodiments, the specified supply quantity corresponding to each internal material supply source may also be determined by the corresponding machine learning model and / or artificial intelligence model.
[0065] In one embodiment, to enable the model to possess the aforementioned capabilities, during the relevant training process, the designer can feed specially designed training data into the model to allow it to learn accordingly. For example, the processor 104 can collect past data on the designated supply quantities determined in response to different material sources, corresponding inventory levels, and costs associated with different price requests, and feed this data into the model. Accordingly, the model can learn which designated supply quantities to set for each internal material source under different combinations of price requests, material sources, corresponding inventory levels, and costs. In this case, when the model receives a price request and its corresponding material source, inventory level, and cost in the future, the model can accordingly determine which internal material source to set multiple designated supply quantities for, but this is not limited to this.
[0066] In some embodiments, the specified supply quantity corresponding to each internal material supply source can also be set manually.
[0067] Subsequently, the processor 104 can also determine the total cost based on the specified supply quantity and cost of each internal material supply source for the target part number or compatible part number. In one embodiment, the processor 104 can determine the supply cost of one internal material supply source by multiplying the specified supply quantity and cost corresponding to one of the internal material supply sources.
[0068] Taking Table 1 as an example, the supply cost of material source 1 is, for example, the product of 5000 and 0.0062, the supply cost of material source 2 is, for example, the product of 20,000 and 0.0059, and the supply cost of material source 3 is, for example, the product of 15,000 and 0.0056, but it is not limited to these.
[0069] The processor 104 may then sum up the supply costs of each internal supply source to the total cost, but may not be limited thereto.
[0070] Next, the processor 104 can determine a reference profit based on the total amount and the total cost.
[0071] In one embodiment, the processor 104 may, for example, subtract the total cost from the total amount to determine a reference profit.
[0072] In another embodiment, the processor 104 may, for example, divide the difference between the total amount and the total cost by the total amount to determine the reference profit, but is not limited thereto.
[0073] In one embodiment, the processor 104 may determine whether the reference profit meets a specified condition.
[0074] In one embodiment, processor 104 may determine whether a reference profit is higher than a profit threshold. If the reference profit is determined to be higher than the profit threshold, this may indicate that the aforementioned reference price provides sufficient profit for supplier A. In this case, processor 104 may determine that the reference profit meets the specified condition.
[0075] On the other hand, if the reference profit is determined to be lower than the profit threshold, it may mean that the aforementioned reference price does not generate sufficient profit for supplier A. In this case, processor 104 can determine that the reference profit does not meet the specified conditions, which can be understood as the previously determined reference price being inappropriate.
[0076] Therefore, the processor 104 can update the reference price corresponding to the quotation request based on the difference between the reference profit and the profit threshold, the required quantity of the target part number, internal information, and external information. For example, the processor 104 can slightly increase the reference price and determine the corresponding reference profit. Then, the processor 104 can again determine whether the reference profit meets the specified conditions. Related details can be found in the description of the previous embodiments, and will not be repeated here.
[0077] In step S270, in response to the determination that the reference profit meets the specified conditions, the processor 104 generates a first quotation corresponding to the quotation request based on the reference quotation.
[0078] As can be seen from the above, the method for determining quotation information proposed in the embodiments of the present invention can effectively improve the efficiency of determining a suitable quotation, thereby providing a better quotation mechanism.
[0079] After generating a first quotation corresponding to the quotation request, the processor 104 can provide the generated first quotation to the client via existing communication methods such as email, so that the client can confirm whether to accept the relevant quotation.
[0080] In some embodiments, the processor 104 of this invention can also determine the corresponding probability of a transaction based on the bid request in step S210. Details are as follows.
[0081] In one embodiment, the processor 104 may determine at least one probability component based on the offer request, and determine the probability of a transaction corresponding to the offer request based on the at least one probability component.
[0082] In different embodiments, the at least one probability component may include at least one of a first probability component, a second probability component, a third probability component, a fourth probability component, and a fifth probability component.
[0083] In a first embodiment, the processor 104 may determine a first probability component based on whether the quotation request includes a previous purchase price for the target part number (e.g., the purchase price when the client previously purchased the same part number from supplier A). For example, if the quotation request includes a previous purchase price for the target part number (hereinafter referred to as satisfying the first condition), the processor 104 may determine the first probability component as a first preset value. On the other hand, if the quotation request does not include a previous purchase price for the target part number (hereinafter referred to as not satisfying the first condition), the processor 104 may determine the first probability component as a reference value (e.g., 0).
[0084] In the second embodiment, the processor 104 may determine the second probability component based on whether the quotation request includes a target price for the target part number (e.g., the client's expected purchase price for the target part number). For example, if the quotation request includes a target price for the target part number (hereinafter referred to as "meeting the second condition"), the processor 104 may determine the second probability component as a second preset value. On the other hand, if the quotation request does not include a target price for the target part number (hereinafter referred to as "not meeting the second condition"), the processor 104 may determine the second probability component as a reference value (e.g., 0).
[0085] In a third embodiment, the processor 104 can determine a reference amount based on the required quantity and target price of the target part number, and determine a third probability component based on whether the reference amount exceeds an amount threshold (e.g., US$5,000). In one embodiment, the reference amount is, for example, the product of the required quantity and the target price. In this case, if the reference amount exceeds the amount threshold (hereinafter referred to as satisfying the third condition), this may indicate that the quotation request reflects a large demand from the client, and the processor 104 can accordingly determine the third probability component as a third preset value. On the other hand, if the reference amount does not exceed the amount threshold (hereinafter referred to as not satisfying the third condition), this may indicate that the quotation request reflects a small demand from the client, and the processor 104 can accordingly determine the third probability component as a reference value (e.g., 0).
[0086] In the fourth embodiment, the processor 104 can determine the fourth probability component based on whether the quotation request indicates acceptance of a compatible part number. For example, if the quotation request indicates acceptance of a compatible part number (hereinafter referred to as satisfying the fourth condition), the processor 104 can determine the fourth probability component as a fourth preset value. On the other hand, if the quotation request does not indicate acceptance of a compatible part number (hereinafter referred to as not satisfying the fourth condition), the processor 104 can determine the fourth probability component as a reference value (e.g., 0).
[0087] In the fifth embodiment, the processor 104 can determine the fifth probability component based on whether the quotation request includes a bill of materials. For example, if the quotation request includes a bill of materials (hereinafter referred to as meeting the fifth condition), the processor 104 can determine the fifth probability component as a fifth preset value. On the other hand, if the quotation request does not include a bill of materials (hereinafter referred to as not meeting the fifth condition), the processor 104 can determine the fifth probability component as a reference value (e.g., 0).
[0088] After determining the at least one probability component, the processor 104 can sum the at least one probability component to obtain the transaction probability.
[0089] In different embodiments, the processor 104 may select the probability components required to determine the transaction probability from the first to fifth embodiments according to the designer's needs, and determine the corresponding first to fifth preset values. In some embodiments, the sum of the preset values corresponding to the selected probability components may be equal to 100%, but is not limited to this.
[0090] For example, assuming that in the first scenario only the first probability component of the first embodiment is selected as the probability component required to determine the transaction probability, the processor 104 may, for example, determine the first preset value as 100%. In this case, if the processor 104 determines that the first condition is met, the transaction probability can be determined as 100%; if the processor 104 determines that the first condition is not met, the transaction probability can be determined as 0%.
[0091] For another example, suppose that in the second scenario, the first probability component in the first embodiment and the second probability component in the second embodiment are selected as the probability components required to determine the transaction probability. Then, the processor 104 can, for example, determine the first preset value and the second preset value as 30% and 70%, respectively. In this case, if the processor 104 determines that both the first and second conditions are met, the transaction probability can be determined as 100%; if the processor 104 determines that the first condition is not met but the second condition is met, the transaction probability can be determined as 70%; if the processor 104 determines that the first condition is met but the second condition is not met, the transaction probability can be determined as 30%.
[0092] For another example, suppose that in the third scenario, the first probability component in the first embodiment, the second probability component in the second embodiment, and the fifth probability component in the fifth embodiment are selected as the probability components required to determine the transaction probability. Then, the processor 104 can, for example, determine the first preset value, the second preset value, and the fifth preset value as 30%, 20%, and 50%, respectively. In this case, if the processor 104 determines that the first and second conditions are met but the fifth condition is not met, the transaction probability can be determined as 50%; if the processor 104 determines that the first condition is not met but the second and fifth conditions are met, the transaction probability can be determined as 70%; if the processor 104 determines that the first and fifth conditions are met but the second condition is not met, the transaction probability can be determined as 80%.
[0093] In the fourth scenario, if the first to fifth probability components in the first to fifth embodiments are all selected as probability components required to determine the probability of a transaction, the processor 104 may, for example, determine the first preset value, the second preset value, and the fifth preset value as 25%, 25%, 20%, 15%, and 15%, respectively, but may not be limited to this.
[0094] In this case, if the processor 104 determines that the first and second conditions are met but the third, fourth and fifth conditions are not met, the probability of a transaction can be determined to be 50%; if the processor 104 determines that the first condition is not met but the second to fifth conditions are met, the probability of a transaction can be determined to be 75%; if the processor 104 determines that the first and fifth conditions are met but the second to fourth conditions are not met, the probability of a transaction can be determined to be 40%.
[0095] In one embodiment, in response to the determination that the first quote was not accepted, the processor 104 analyzes the reasons for the first quote not being accepted based on the at least one probability component.
[0096] For example, suppose the probability of a transaction corresponding to the first offer is determined based on the settings in the fourth scenario. In this case, the processor 104 can, for example, determine the reason why the first offer was not accepted by the client.
[0097] For example, if processor 104 determines that the first and fifth conditions are met but the second to fourth conditions are not met, the probability of a successful transaction can be determined to be 40%. In this case, if the client subsequently does not accept the first offer, processor 104 can determine, for example, that the reason the first offer was not accepted may be because the second to fourth conditions were not met.
[0098] For example, if processor 104 determines that the first and second conditions are met but the third, fourth, and fifth conditions are not met, the probability of a transaction can be determined to be 50%. In this case, if the client does not subsequently accept the first offer, processor 104 can determine, for example, that the reason the first offer was not accepted may be because the third to fifth conditions were not met.
[0099] Based on this, relevant personnel can adjust their marketing / management / quoting strategies accordingly based on the reasons analyzed above, thereby improving the success rate of subsequent quotations in the quotation system 100, but this is not the only possibility.
[0100] In an embodiment of the present invention, a method for providing quotation information is further proposed, which allows customers to intuitively and effortlessly confirm whether they accept the quotation. Details are described below.
[0101] Please refer to Figure 4 This is a flowchart illustrating a method for providing quotation information according to an embodiment of the present invention. The method of this embodiment can be... Figure 1 The quotation system is 100% executed, and the following is the matching... Figure 1 Component description shown Figure 4 Details of each step.
[0102] In step S410, the processor 104 obtains the quotation request and generates a first quotation corresponding to the quotation request.
[0103] In this embodiment, the details of how the processor 104 generates the corresponding first quotation based on the quotation request can be found in the description in the previous embodiment, and will not be repeated here.
[0104] In other embodiments, the processor 104 may also generate a corresponding first quotation based on the quotation request using any existing quotation method, but is not limited thereto.
[0105] In step S420, the processor 104 adds a first quotation item corresponding to the first quotation in the user interface of the quotation system 100.
[0106] Please refer to Figure 5 This is a schematic diagram of a user interface according to an embodiment of the present invention.
[0107] exist Figure 5 In the quotation system 100, the user interface 500 can, for example, display various established quotation items.
[0108] In this embodiment of the invention, the processor 104 may, for example, add a first quotation item 510 corresponding to the first quotation in the user interface 500 after generating the first quotation according to previous instructions.
[0109] like Figure 5 As shown, the first quotation item 510 may include various information corresponding to the first quotation, such as the corresponding client, the date the first quotation item was generated, and whether the first quotation has been accepted by the client. In other embodiments, the first quotation item 510 may also present other information, such as the number / identifier corresponding to the first quotation item 510, the responsible person, whether the first quotation has been provided to the client, the target part number, etc., but it is not limited to these.
[0110] In one embodiment, the first quotation item 510 may be provided with a hyperlink, which, when triggered, can cause the user interface 500 to display the contents of the first quotation (including but not limited to the required quantity of the target part number, reference price, currency value, total amount, quotation validity period, etc.).
[0111] In step S430, in response to the determination that the first quotation item is selected to construct a quotation email, the processor 104 generates a first hyperlink and a second hyperlink corresponding to the first quotation, wherein the first hyperlink is used to accept the first quotation and the second hyperlink is used to reject the first quotation.
[0112] Subsequently, in step S440, the processor 104 sends a quotation email to the client, wherein the quotation email includes a first quotation, a first hyperlink, and a second hyperlink.
[0113] Please refer to Figure 6 This is a schematic diagram of a quotation email according to an embodiment of the present invention.
[0114] In this embodiment, it is assumed that Figure 5 If the first quotation item 510 is selected to construct the quotation email 610, then the body of the quotation email 610 can be, for example, as follows: Figure 6 As shown.
[0115] exist Figure 6 In this scenario, the quotation email 610 may include, for example, a first quotation 620 and the quotation information corresponding to each of the first quotation items 510. Furthermore, the quotation email 610 may also include a first hyperlink 622 and a second hyperlink 624, wherein the first hyperlink 622 can be used to allow the client to accept the first quotation 620, and the second hyperlink 624 can be used to allow the client to reject the first quotation 620.
[0116] In other words, if the client accepts the offer in the first quotation 620, the client can easily notify supplier A by triggering (e.g., clicking) the first hyperlink 622. When the first hyperlink 622 is triggered, the processor 104 can detect the acceptance message indicating that the first hyperlink 622 has been triggered.
[0117] On the other hand, if the client does not accept the offer made in the first offer 620, the client can easily notify supplier A by triggering (for example, clicking) the second hyperlink 624. When the second hyperlink 624 is triggered, the processor 104 can detect the rejection message indicating that the second hyperlink 624 has been triggered.
[0118] In one embodiment, in response to the detection of the acceptance message, the processor 104 may update the first quotation item 510 to a first state on the user interface 500, wherein the first state indicates that the first quotation 620 has been accepted.
[0119] For example, in Figure 6 In this scenario, processor 104 can update the status of the "Accepted?" field in the first quotation item 510 to a first status (e.g., "Yes"). This allows relevant personnel to easily ascertain that the client has accepted the first quotation 620.
[0120] In another embodiment, in response to the detection of the aforementioned rejection message, the processor 104 may update the first quotation item 510 to a second state on the user interface 500, wherein the second state indicates that the first quotation 620 has been rejected.
[0121] For example, in Figure 6 In this scenario, processor 104 can update the status of the "Accepted?" field in the first quotation item 510 to a second status (e.g., "No"). This allows relevant personnel to easily ascertain that the client has rejected the first quotation 620.
[0122] In one embodiment, in response to the detection of the aforementioned received message, the processor 104 may also create a corresponding order on the Enterprise Resource Planning (ERP) system based on the first quotation 620.
[0123] For example, after detecting the aforementioned received message, the processor 104 may directly load the first quotation 620 (and other relevant information, such as the contents of Table 1, target part number, compatible part number, quantity, price, delivery date, etc.) into an SAP, Oracle, Odoo, or other similar ERP system, and trigger the ERP system to convert the received information into a corresponding order, but it may not be limited to this.
[0124] In another embodiment, in response to the detection of the aforementioned rejection message, the processor 104 may not establish any order based on the first offer 620. Furthermore, the processor 104 may also begin analyzing the reasons why the first offer 620 was not accepted based on the success rate and related probability components corresponding to the first offer 620, but this is not limited to this.
[0125] In addition, Figure 6 In this scenario, the quotation email 610 may also include a first specific hyperlink 632 and a second specific hyperlink 634, wherein the first specific hyperlink 632 is used to accept all quotations in the quotation email 610, and the second specific hyperlink 634 is used to reject all quotations in the quotation email 610.
[0126] Please refer to Figure 7 It is based on Figure 6 Another sample of a quote email is shown.
[0127] In one embodiment, the user interface 500 may further include a second quotation item 520 corresponding to another quotation (hereinafter referred to as the second quotation 640), wherein the second quotation 640 is, for example, a quotation generated in response to other quotation requests from the same client.
[0128] In one embodiment, prior to step S440, the processor 104 may further determine whether the second quotation item 520 is also selected to construct the quotation email 710. In response to the determination that the second quotation item 520 is also selected to construct the quotation email 710, the processor 104 may generate a third hyperlink 642 and a fourth hyperlink 644 corresponding to the second quotation 640, wherein the third hyperlink 642 is used to accept the second quotation 640, and the fourth hyperlink 644 is used to reject the second quotation 640. Furthermore, the processor 104 may add the second quotation 640, the third hyperlink 642, and the fourth hyperlink to the quotation email 710.
[0129] In this case, the quotation email 710 received by the client may include a first quotation 620 and a second quotation 640 corresponding to different quotation requests. The client can easily accept or reject the first quotation 620 through the first hyperlink 622 and the second hyperlink 624 in the quotation email 710, and accept or reject the second quotation 640 through the third hyperlink 642 and the fourth hyperlink 644 in the quotation email 710.
[0130] Alternatively, the client can accept the first quotation 620 and the second quotation 640 in batches via the first specific hyperlink 632 carried in the quotation email 710, or reject the first quotation 620 and the second quotation 640 in batches via the second specific hyperlink 634 carried in the quotation email 710.
[0131] exist Figure 7 In this scenario, in addition to adjusting the state of the first quotation item 510 in response to the acceptance / rejection message corresponding to the first quotation 620, the processor 104 can also adjust the state of the second quotation item 520 in response to the acceptance / rejection message corresponding to the second quotation 640. The relevant details will not be elaborated here.
[0132] In summary, the method for determining quotation information proposed in this embodiment of the invention can effectively improve the efficiency of determining a suitable quotation, thereby providing a better quotation mechanism.
[0133] Furthermore, by including hyperlinks in the quotation emails for clients to accept / reject quotations, the technical means of this invention can further reduce the burden on clients to confirm quotations and reduce the workload of relevant personnel in creating orders on the ERP system based on quotations.
[0134] Finally, it should be noted that the above embodiments are only used to illustrate the technical solutions of the present invention, and not to limit them; although the present invention has been described in detail with reference to the foregoing embodiments, those skilled in the art should understand that modifications can still be made to the technical solutions described in the foregoing embodiments, or equivalent substitutions can be made to some or all of the technical features; and these modifications or substitutions do not cause the essence of the corresponding technical solutions to deviate from the scope of the technical solutions of the embodiments of the present invention.
Claims
1. A method for determining quotation information, executed by a quotation system, comprising: Obtain a quotation request, wherein the quotation request includes at least the target part number and the required quantity of the target part number; Determine compatible part numbers that are compatible with the target part number; Obtain internal information associated with the target part number, wherein the internal information includes first material management information of the target part number and the compatible part number in at least one internal material supply source; Obtain external information associated with the target part number, wherein the external information includes second material management information of the target part number and the compatible part number at an external material supply source; Based on the required quantity of the target part number, the internal information, and the external information, a reference quote corresponding to the quote request is determined; The reference profit is determined based on the reference price, the first material management information, and the specified supply quantity of each internal material supply source for the target material number or the compatible material number; as well as In response to determining that the reference profit meets the specified conditions, a first quotation corresponding to the quotation request is generated based on the reference quotation.
2. The method according to claim 1, further comprising: Determine at least one probability component based on the quoted price request; as well as The probability of a transaction corresponding to the bid request is determined based on at least one probability component.
3. The method of claim 2, wherein the at least one probability component includes at least one of a first probability component, a second probability component, a third probability component, a fourth probability component, and a fifth probability component, and the method further includes: The first probability component is determined based on whether the quotation request includes the previous purchase price for the target part number; The second probability component is determined based on whether the quotation request further includes a target price for the target part number; The reference amount is determined based on the required quantity and target price of the target part number, and the third probability component is determined based on whether the reference amount exceeds the amount threshold. The fourth probability component is determined based on whether the quotation request indicates acceptance of the compatible part number; as well as The fifth probability component is determined based on whether the quotation request includes a bill of materials.
4. The method of claim 2, wherein determining the probability of a transaction corresponding to the bid request based on the at least one probability component comprises: The probability of a transaction is obtained by summing up the at least one probability component.
5. The method according to claim 2, further comprising: In response to the determination that the first quotation was not accepted, the reasons for the first quotation not being accepted are analyzed based on the at least one probability component.
6. The method according to claim 1, wherein the first material management information includes the cost and available quantity of each of the internal material suppliers for the target part number or the compatible part number, and the determination of the reference profit based on the reference quotation, the first material management information, and the specified supply quantity of each of the internal material suppliers for the target part number or the compatible part number includes: The total amount is determined based on the reference price and the required quantity of the target part number; The specified supply quantity of each internal material supply source for the target part number or the compatible part number is set based on the supply quantity of each internal material supply source for the target part number or the compatible part number. Based on the specified supply quantity of each of the internal material supply sources for the target part number or the compatible part number and the total cost determined by the cost; as well as The reference profit is determined based on the total amount and the total cost.
7. The method of claim 6, wherein the designated supply quantity of each of the internal material supply sources for the target part number or the compatible part number is not greater than the available supply quantity of each of the internal material supply sources for the target part number or the compatible part number.
8. The method according to claim 1, further comprising: The reaction is to determine that the reference profit is higher than the profit threshold, and to determine that the reference profit meets the specified condition.
9. The method of claim 8, further comprising: In response to the determination that the reference profit is not higher than the profit threshold, and the determination that the reference profit does not meet the specified condition, the reference quote corresponding to the quote request is updated based on the difference between the reference profit and the profit threshold, the required quantity of the target part number, the internal information, and the external information.
10. A quotation system, comprising: Storage circuitry that stores program code; A processor, which is connected to the storage circuitry and accesses the program code for execution: Obtain a quotation request, wherein the quotation request includes at least the target part number and the required quantity of the target part number; Determine compatible part numbers that are compatible with the target part number; Obtain internal information associated with the target part number, wherein the internal information includes first material management information of the target part number and the compatible part number in at least one internal material supply source; Obtain external information associated with the target part number, wherein the external information includes second material management information of the target part number and the compatible part number at an external material supply source; Based on the required quantity of the target part number, the internal information, and the external information, a reference quote corresponding to the quote request is determined; The reference profit is determined based on the reference price, the first material management information, and the specified supply quantity of each internal material supply source for the target material number or the compatible material number; as well as In response to determining that the reference profit meets the specified conditions, a first quotation corresponding to the quotation request is generated based on the reference quotation.