What kind of customer management site is suitable for small and medium-sized trading companies?

In the era of big Data, the business environment in which enterprises are located has undergone fundamental changes. Deploying a more modern customer management site has become an effective means for modern enterprises to seek survival and development, and it is also one of the effective ways for enterprises to survive and compete in the new era . So, for enterprises, what are the functions of customer management site? Engineering enterprise management system-sales management specifically includes: sales plan, sales file, sales opportunity, sales quotation, sales contract, sales order, sales delivery, sales payment, sales return, and consignment sales. Company system: collect relevant normative systems of all departments of the unit, such as: administrative management system, employee handbook, financial management system, reimbursement management system, etc. What can customer management site do? How did it work?

With the continuous advancement of various technologies, the demand in the market is also constantly changing. The industry must not only reduce the unit price of employees, but also must ensure the quality of products, regular and quantitative shipments, etc. It is precisely because of this that enterprises need to improve information technology and use customer management site in depth, so as to better improve the production line.

LongRiverTech customer management site observes and manages the operation of companies from many different angles, such as: sales angle, customer angle, production circulation angle, product angle, etc., to achieve the optimal combination of corporate profit goals and to meet industry demand. Since LongRiverTech released its first ERP product in 2017, LongRiverTech has continued to invest resources in the continuous iteration and evolution of customer management site. In 2019, the first enterprise version based on B/S web architecture was released, which supports cloud deployment and operation. LongRiverTech customer management site is committed to helping the development of the Industrial Internet, Industry 4.0 and the new economy of intelligent manufacturing. LongRiverTech ERP is a one-stop ERP system for small and medium-sized enterprises, which can be personalized business customization, cloud platform deployment, etc. In 2021, LongRiverTech released the first cloud service brand "Hanju", providing a brand-new SaaS operating environment and business model for the release and service of subsequent ERP products and customer management site.

LongRiverTech's multiple independently evolving product lines sometimes intertwine, colliding with different sparks, tailoring and adapting to different application scenarios. According to the characteristics of , LongRiverTech customer management site integrates the functions of invoicing system, processing and manufacturing system and project management system to meet the needs of .

Organically integrate the entire production process of the enterprise, so that the enterprise can effectively reduce inventory and improve efficiency. At the same time, the automatic connection of the original scattered production process also enables the production process to be carried out continuously without production interruption and production delivery time delay. The sales and purchase module is a customs declaration management system for the foreign trade industry, which generates a complete set of customs declaration documents in Excel format. The foreign trade industry resource management system has multiple subdivisions, such as: clothing foreign trade resource management, food foreign trade resource management, and retail foreign trade resource management. The performance appraisal functions of the resource management system include: appraisal setting, appraisal task, self-appraisal, appraisal scoring, appraisal summary, appraisal general appraisal, employee confirmation, performance improvement, appraisal query, goal management. Customer management site cloud platform demonstrates powerful human-computer interaction capabilities when running, and the data information on the interface is clear and comprehensive. Users can trace back to the upper-level certificate or even the original certificate according to the information of a certain expense certificate. Therefore, enterprises do not need to replace operators, and the success of system operation and use is relatively high. The core theories of information management systems usually include: entrepreneurship, psychology, management, economic theory, game theory, economic analysis tools, sub-disciplines of economics, economic indices, economic school analysis, economists’ treatises, etc. A product with multiple attributes and multiple units. Customer management site software supports the management of different attributes and different units of the same product, and realizes multi-unit conversion, avoiding repeated input of product information. Complete inventory management function The resource management system provides a complete inventory management function, which can be carried out according to warehouse, batch number, material category, etc.: regular inventory, cycle inventory, random inventory, work-in-progress inventory and other inventory methods. The flexible inventory processing process can generate an inventory plan in advance, which is convenient for arranging work; during the inventory process, it is not necessary to completely freeze the inventory according to certain requirements; After the real data entry is completed, the system can automatically generate a profit and loss report and adjust the inventory.

LongRiverTech's basic data functions include: subjects, employees, products, commodities, accounts, warehouses, inventory in transit, and batches of accounting items. Customer management site workflow functions include: rule configuration, approval execution, to-do items and lists, business requests, and approval flow. Customer management site Warehouse management functions include: warehouse goods, commodity inventory details, transfer order, inventory list, other storage and output, consumption and delivery documents, loss report, cost adjustment form, general application form (in plan), special application form Receipt (unplanned), receipt of goods into warehouse receipt, return of goods out of warehouse receipt.

Annual sales plan: used to formulate the group's annual sales plan. Customer management site cloud platform cloud warehouse is a SAAS service-type light application launched based on mobile Internet technology. BOM is not only an important input data in the MRPⅡ system, but also an important basis for the financial department to calculate costs and the manufacturing department to organize production, etc. Therefore, BOM has the greatest influence and the highest requirements for its accuracy. The correct use and maintenance of BOM is a very important work during the operation of the management system. OA system vehicle management includes: vehicle reservation, my application, use management, vehicle information, vehicle maintenance, vehicle accident, vehicle annual inspection, vehicle refueling, vehicle insurance, vehicle violations. Enterprise financial managers can use the intelligent decision support system in customer management site ot fully understand and grasp the business status of the enterprise, accurately analyze and formulate the development direction of the enterprise, and effectively control and reduce the operating costs of the enterprise. At the same time, the middle managers of the enterprise can arrange the corresponding purchase plan, production plan, sales plan and capital plan through customer management site. And the company's grassroots management personnel can issue daily work instructions through the operation of customer management site. Customer management site cloud platform provides graphical tools to model software requirements from three dimensions: business blueprint, interface elements, and data relationships. Industry 4.0 intelligent cloud platform usually integrates a variety of intelligent management software systems to extend enterprise management applications in multiple fields, such as: PLM product life cycle management software, factory intelligent logistics system, intelligent dispatch software, intelligent workshop execution software, factory operation control software , BPM enterprise process management software, BI business intelligence management software, HR human resource management software, enterprise mobile application APP, operation monitoring cloud platform, etc. The production management functions of the resource management system include: cost accounting, production files, bill of materials, production planning, material demand planning, production tasks, and material picking management.

LongRiverTech statistical report functions include: business flow, purchase report, sales report, inventory report, processing report, and capital report. Customer management site warehouse management functions include: external warehouse single-day claim list, monthly claim plan, summary allocation claim form, pre-shipment note, frozen inventory, approval, and delivery note. LongRiverTech customer management site supports both our single account and our multiple accounts. Customer management site statistical report functions include: business flow table, purchase report, sales report, inventory report, processing and manufacturing report, capital report, receivable and payable report, transaction statement, bank statement. Small and medium-sized enterprises focus on production and processing to drive upstream procurement and downstream order management. The conventional customer management site satisfies the large-scale production management of batch products. Mass-produced products with a high degree of standardization can quickly reach saturation through large-scale expansion, leaving a lot of room for growth in non-standard orders that require individual customization. For more innovative non-standard orders, it is increasingly dependent on the auxiliary management of computer systems to cope with the explosive growth of business data.

The DBOM of the design department is the overall information of the product, and the corresponding common text format expressions include product schedules, pattern catalogs, material quota schedules, etc. The resource management system solution helps the company to optimize the operation process, and thus fixes a standardized business process, and initially realizes the management mode of "standardization, process, and information", including: clarifying the overall process of normal export business, changing In the past, various processes coexisted, and the phenomenon of information disorder: from the time when overseas customers conveyed their intentions, to the salesman’s quotation to the customer, the customer accepted the quotation, formed a formal sales contract, signed a formal procurement contract with the domestic factory, arranged for the delivery of the contracted products, and finance The whole process of bill remittance, payment of domestic factory payment and other expenses, payment of overseas customers, and financial repayment of bill remittance. The process of special business such as overseas bonded warehouse sales (EADI) is fixed and incorporated into the system, which extends the supply chain and enhances the competitiveness of enterprises. Customer management site can help enterprise managers to grasp every trend of enterprise operation at any time, and manage sales, procurement, production, and warehouse delivery orders more in place. Through the software, the coding of components/parts/materials, inventory and BOM of products can be effectively managed, the business process of the enterprise can be improved, and an information sharing platform can be built for each department of the enterprise, so that the procurement, production and other businesses can be carried out in a standardized manner. , Strengthen the management of the supply chain, shorten the production cycle and improve the capital turnover rate of the enterprise. In the field of workshop operation, customized production and manufacturing management software, production scheduling management software, warehousing and logistics management software, and R&D design management software can be implemented. Platform-based solutions for small and medium-sized enterprises, enabling tools, integrated integrated management products, and full-scenario convergence.

Customer management site is a software product that comprehensively applies the client server system, relational database structure, object-oriented technology, graphical user interface, fourth-generation language, network communication and other information industry achievements, and takes ERP management thinking as the soul.