How to customize financial company services order management system?

Financial company services order management system is used as an effective tool for enterprise management production management software. According to financial company services order management system tools, enterprises save a lot of manpower and material resources. For the use of , the enterprise focuses on multiple functional modules of supply chain management, lean production management and control, pre-planning and process control, financial management system and manufacturing control management. In the age of intelligence, the operating environment of enterprises has undergone fundamental changes. Deploying more advanced resource management software has become an important way for modern enterprises to seek survival and development, and it is also one of the important ways for enterprises to store competitive capital in the new era. So, what is the role of resource management software for enterprises? What can resource management software do? how did you do it? One of the main functions of resource management software: To be successful in improving the efficiency of enterprise management, companies must first change their tools. Resource management software integrates all resources such as customers, projects, sales, quotations, contracts, procurement, inventory, production, delivery, after-sales, finance, personnel, office, etc. Into one system, replacing traditional manual operations with advanced information systems. Limit the reduction of personnel participation, realize enterprise digitization, paperless and automated office. The second main function of resource management software: optimize enterprise business processes. Resource management software realizes the digital management of all businesses. Each business process becomes visualized and controllable in the system. If there is a problem in any link, it can be obtained in the system. Real-time feedback. For example, in the resource management software, if the customer does not contact after receiving it, the customer follow-up is unsuccessful, the customer follow-up expires, etc., the system will automatically recycle it. In the sales contract, the product price cannot be saved if it is lower than the minimum price. In the purchase contract, the product price cannot be saved if it is higher than the maximum purchase price. The automatic control of the system replaces the manual back and forth modification, confirmation, and running errands, and the process becomes convenient and efficient . Moreover, if there are operating procedures that do not comply with the regulations, they cannot be carried out in the resource management software. 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.

Financial company services order management system fully implements the concept of supply chain management, combines user needs with the internal manufacturing needs of the enterprise and the manufacturing resource structure of external suppliers, and extracts a set of management concepts that can be completely manufactured according to customer needs.

LongRiverTech financial company services order management system observes and manages the operation of financial company services 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 category, project, account, invoice, etc. Industry demand. Since LongRiverTech released its first ERP product in 2017, LongRiverTech has continued to invest resources in the continuous iteration and evolution of financial company services order management system. In 2019, the first enterprise version based on B/S web architecture was released, which supports cloud deployment and operation. LongRiverTech financial company services order management system 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 financial company services order management system.

LongRiverTech financial company services order management system uses BOM and process flow to construct the framework of production flow, realizes the processing and manufacturing management function of financial company services, and can meet the special needs of the industry of category, project, account, invoice, etc..

Based on the integrated management of CRM system, resource management system and financial system, it is not only convenient for business personnel to know the production and delivery status of orders in a timely manner, but also convenient for financial personnel to follow up the transaction account information at any time. The strengthening of business management has brought about a significant reduction in the waiting time for customer orders, and ultimately improved the overall service quality of the enterprise. The credit limit control and accounts receivable management system provides rigorous credit limit management, and the credit limit judgment completely covers the customer's transaction process, including order, shipment, checkout, invoice payment, and cashing. After the shipment is settled, the system can provide accounts receivable (corresponding to shipment details) and payment details according to the customer or salesperson at any time to facilitate account reconciliation. Aging analysis can be provided at any time, or the system's early warning function can automatically give a warning to the overdue time. Document management: conduct custom classification management on business and office documents of various departments of the company. Under the new retail layout, through the efficient operation of the financial company services order management system cloud platform, it fully empowers the industry's new retail operation capabilities and realizes online and offline omni-channel integration. HR cloud intelligent human resource management system is based on the innovation of enterprise human resource management. Through the core human resource management platform, all-staff self-service platform and cloud applications, it helps enterprises build core organizational capabilities and realize strategic drive, service sharing, and all-staff interconnection. Financial company services order management system cloud platform provides enterprises with a scalable manufacturing platform based on lean production and agile manufacturing. In terms of functions, it provides product configuration management suitable for customer orders, and provides suppliers with product production and supply information. Provide relevant demand forecast capacity and supplier related customer information, etc. Financial management: E-commerce financial management provides financially concerned functions such as receivables, payables, journal accounts, express reconciliations, and platform reconciliations, making finances more worry-free.

LongRiverTech financial company services order management system sales return order includes: create sales return order, view sales return order flow, write off sales return order, approve sales return order, view sales return order documents, print sales return order documents, and export sales return order documents. Financial company services order management system MES functions include: material, workshop, work group, process, section, step, task, BOM, cost accounting, production batch, production plan, work group schedule, material plan, production task, production flow, customer Incoming materials, receiving materials, returning materials, finished product warehousing, and shipping. Financial company services order management system 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.

Through in-depth consultation and communication, we can recommend solutions, products, IT operation equipment, cloud platforms and services, service quality requirements and business development frameworks that match enterprise needs and budgets. Financial company services order management system MRP production analysis and planning system can adjust the inventory value according to the needs through the infinite level BOM decomposition analysis, accurately calculate the out-of-stock quantity and the demand date of the goods at all levels, purchase materials with one key, and produce finished products with one key. The marketing management functions of the resource management system include: customer files, customer contacts, customer contact, customer negotiation, customer care, customer service, customer complaints, customer suggestions, customer calls, and comprehensive inquiries. Financial company services order management system WMS warehouse management solution is a warehouse management system for various types of storage warehouses and distribution centers in the production and supply fields. A management system that integrates functions such as batch, material, quality inspection, and inventory management through functions such as warehousing, warehousing, moving, inventory, and redistribution management. Financial company services order management system uses the SQLSERVER database system. Guarantee the management and security of data, and there will be no frequent errors or even data loss. Financial company services order management system cloud platform membership system integrates member services such as points, discounts, profit-sharing promotion and other functions for industry application demands. Notification announcement: The system provides the function of relevant departments to issue announcements to all departments and personnel of the company directly or after approval. After the management system was launched, the basic work process went smoothly, and the standardization of internal management was much improved compared with the past. For example, the order form was relatively simple, and the order was filled out manually. But now it is necessary to input all the data into the system according to the requirements, and the workload and business requirements in the early stage are relatively strict. The change in the way of working will definitely bring some discomfort to the operator. Due to the sorting out of business, the adjustment of post personnel and post mode, and the change of management mode, the staff were very uncomfortable, and some staff had resistance in the early stage of the project. For the sorting and optimization of business processes in the information system, the optimization and improvement of the internal system operation of the enterprise is the focus, so as to promote the smooth progress of the information work. Management efficiency improvement activities have played an important role in the construction of information technology, making the later business process execution process smoother. After the standardization of operation was improved, the management system began to really play its role, making the implementation effect more obvious.

LongRiverTech sales management is the most important business module of financial company services order management system, including functions: sales order, sales return order, retail order, retail return order, sales invoicing, business documents, quotation list configuration, retail price list, sales plan , approval and tracking, sales order, sales delivery plan, customer quotation and transaction price, customer contract. Financial company services order management system MES functions include: material, workshop, work group, process, section, step, task, BOM, cost accounting, production batch, production plan, work group schedule, material plan, production task, production flow, customer Incoming materials, receiving materials, returning materials, finished product warehousing, and shipping. LongRiverTech financial company services order management system material management includes: product information, commodity information, object management, material management. LongRiverTech financial company services order management system sales list includes: create sales list, check sales list flow, reverse sales list, approve sales list, view sales list, print sales list, export sales list. LongRiverTech fund management functions include: receipt, payment, expenditure, income, transfer, reimbursement, expense list, write-off, advance receipt, advance payment, receivable, payable, subject limit, subject account .

Email management: email sending and receiving management of colleagues within the company. The flexible automatic coding principle function is provided by the resource management system. The product and material product number coding principles can be set in the system in advance. When there is a demand for a new product number, the system can automatically give a new product number to avoid The code is missing, duplicated or wrongly coded. The system also provides the function of check code, which automatically assigns check code, which greatly avoids the situation of product number error. Resource Management System is an acronym for Enterprise Resource Planning. It is based on information technology, combines information technology with advanced management ideas, and provides employees and decision makers with a management platform with decision-making means of system management ideas. Develop a new generation of integrated management information system from MRP (Material Requirements Planning), which expands the functions of MRP, and its core idea is supply chain management. With the continuous improvement of its functions, enterprises use it more and more widely. According to the market share, technology, function, operation and other aspects of the products, the main brands with a leading position in the domestic resource management market are Qinsi, Guanjiapo, BPM, UFIDA, Chanjet, Kingdee Community, UFIDA t3, Kingdee K3, Suda, etc., among which free resource management includes housekeeper free version, UFIDA free version and so on. The cloud products under Guanjiapo include: Guanjiapo Cloud Resource Management, Guanjiapo Cloud Invoicing, Guanjiapo Wulian Bao, Guanjiapo Cloud Ordering, Guanjiapo Cloud Finance, Guanjiapo Cloud Finance, Guanjiapo Cloud WMS Basic Edition, and Guanjiapo Cloud Retail. Organizational management: maintain the organizational structure of the operators of the Yishen collaborative office management system; establish a multi-level organizational structure, organizational management, and position/position management.

What functions does financial company services order management system have? LongRiverTech software has already given an answer to this. After reading the above introduction, I hope it will be helpful to everyone. LongRiverTechERP is a convenient and practical ERP management software for small and medium-sized enterprises. Financial company services order management system The latest version of the software also provides functions such as orders, items, warehouses, procurement, finance, and data statistics, and a comprehensive intelligent management interface to help users easily grasp business details. LongRiverTech Software is committed to providing professional financial company services order management system solutions.