CN114462816A - Enterprise ERP (enterprise resource planning) integrated management system based on Internet of things - Google Patents

Enterprise ERP (enterprise resource planning) integrated management system based on Internet of things Download PDF

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CN114462816A
CN114462816A CN202210039179.6A CN202210039179A CN114462816A CN 114462816 A CN114462816 A CN 114462816A CN 202210039179 A CN202210039179 A CN 202210039179A CN 114462816 A CN114462816 A CN 114462816A
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凃然
崔祥森
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Wuhan Alumni Power Technology Co ltd
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Wuhan Alumni Power Technology Co ltd
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    • G16YINFORMATION AND COMMUNICATION TECHNOLOGY SPECIALLY ADAPTED FOR THE INTERNET OF THINGS [IoT]
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Abstract

The invention relates to the technical field of digital management, in particular to an enterprise ERP integrated management system based on the Internet of things. The system comprises: the login management module is used for registering user registration information, verifying the user login information and accessing the enterprise ERP comprehensive management system based on the verification information; the service management module is used for modifying service information and managing service authority; a process management module and a tracking and docking module. The invention supports the increase, the lookup and the release of all data of the sales task under an ERP management system platform, realizes the tracking and the butt joint of task orders across departments on the system, effectively connects the work among all the departments in series, avoids the data splitting of the sales task, facilitates the sales personnel to manage the sales orders when carrying out the business process management, reduces the workload, improves the working efficiency, ensures the accuracy of the data, facilitates the generation of data statistics, report forms and the like of the sales task, and reduces the comprehensive management cost of enterprises.

Description

Enterprise ERP (enterprise resource planning) integrated management system based on Internet of things
Technical Field
The invention relates to the technical field of digital management, in particular to an enterprise ERP comprehensive management system based on the Internet of things.
Background
The ERP (Enterprise Resource Planning), Enterprise Resource Planning, was proposed by the United states Gartner Group corporation in 1990.
The ERP management system is an important component of enterprise informatization, is also an essential component of enterprise informatization, and is an important mark for measuring the informatization level of the enterprise. When the ERP system used by enterprises at present is applied to business process management, particularly sales management, customer archives and related documents cannot be orderly managed in the business process management due to the fact that a traditional management mode is lagged behind and the informatization degree is low, particularly in the sales process, management needs to be conducted in multiple links of customers, orders, goods selling, account checking, sales details, monthly bill analysis and statistics, customer purchase orders tracking, receipt, generation and the like. From the perspective of enterprise operation, information cannot be tracked in real time, enterprise leaders cannot master enterprise operation conditions in time, the company management efficiency is low, and the rapid development of enterprises is greatly hindered.
Disclosure of Invention
The embodiment of the invention aims to provide an enterprise ERP comprehensive management system based on the Internet of things, and solves the problems in business process management that data among all departments of the existing ERP purchase, sale and inventory management system cannot be connected in series, the workload is increased, the working efficiency is reduced, data inaccuracy, data statistics trouble, report generation difficulty and the like are greatly caused when business process management is carried out.
In order to achieve the above purpose, the embodiment of the present invention provides the following technical solutions:
in a first aspect, in an embodiment provided by the present invention, an enterprise ERP integrated management system based on the internet of things is provided, including:
the login management module is used for registering user registration information, verifying the user login information and accessing the enterprise ERP comprehensive management system based on the verification information;
the service management module is used for modifying service information and managing service authority;
the flow management module is used for selecting a flow stage corresponding to the business, and increasing, searching and releasing the sales tasks; and
and the tracking and docking module is used for tracking the progress of the sales task, docking with a financial system, a personnel system, a production management system and an after-sales system, and performing systematic management on the sales task.
The enterprise ERP integrated management system based on the Internet of things supports the increase, the lookup and the release of all data of the sales task under an ERP management system platform, realizes cross-department task order tracking and butt joint on the system, effectively connects the work among all departments in series, avoids the data splitting of the sales task, facilitates sales personnel to manage the sales order when the business process management is carried out, reduces the workload, improves the working efficiency, ensures the accuracy of the data, facilitates the generation of data statistics, report forms and the like of the sales task, and reduces the integrated management cost of the enterprise.
In some embodiments provided by the present invention, the login management module further comprises:
the registration module is used for filling personal information for the first time, uploading a personal picture and setting a login password;
the login module is used for inquiring login information filled in a login window, verifying according to the information filled in by the login module and checking login details in a use period after logging in the system; and
and the login setting module is used for modifying the personal information, the personal picture and the login password of the user after logging in the system and modifying the registration information.
In some embodiments provided in the present invention, the service management module further includes:
the menu navigation module is used for setting a service menu bar and the display permission of all options of the service menu bar;
the document template management module is used for loading or deleting the business document template and creating a new business document template; and
and the document management module is used for generating a history document list, editing the history document and setting the time limit of the history document.
In some embodiments provided by the invention, the document management module further comprises a document information early warning module, which is used for performing data monitoring, mobile phone reminding and self-definition of early warning information according to the historical document time limit of each document in the historical document list, and performing early warning when the set time limit is reached.
In some embodiments provided herein, the process management module includes:
the client relation module is used for adding and managing client groups, and comprises client file creation and client related document management;
the order generation module is used for adding and generating a corresponding business order according to the customer requirements;
the order quotation module is used for reading a quotation according to the generated business order data and automatically generating the quotation amount of the business order;
the shipment inquiry module is used for inquiring the shipment delivery condition of the business order and the shipment progress of the order; and
and the goods returning and exchanging query module is used for querying the order of the shipped service related to the goods returning and exchanging and querying the goods returning and exchanging process of the client.
In some embodiments provided herein, the order quote module includes a product quote sheet and a product price estimate sheet and an order money list.
In some embodiments provided herein, the tracking docking module comprises:
the order switching module is used for automatically switching the customer order to a production management system, arranging a production plan and material demand supply in a production management workshop and producing order products;
the order delivery management module is used for arranging the pre-delivery time and the delivery packing list of the products generated according to the customer orders according to the time limit plan and automatically generating a delivery list;
the payment management module is used for checking the quoted amount of the business order generated by the order quote module with the customer order and managing the payable payment and the payable payment of the order;
the personnel salary module is used for carrying out accounting business salary according to the committed history document list and the business order produced by the order generation module; and
and the after-sale management module is used for transferring the order problem of the shipped service fed back by the customer group to an after-sale system, and the after-sale personnel carry out docking on the customer group to complete after-sale service.
In some embodiments provided in the present invention, the enterprise ERP integrated management system based on the internet of things further includes:
the order change recording module is used for recording the order number of the customer and the order change condition of the customer; and
and the automatic bill generating module is used for automatically generating invoice information according to the customer file and the relevant documents of the customer after the customer order finishes payment, wherein the invoice information comprises the type, name, quantity, unit price and amount of the product.
In some embodiments provided in the present invention, the enterprise ERP integrated management system based on the internet of things further includes:
and the report generation module is used for generating a periodic statistical report according to the historical document list generated by the document management module, and counting one or more reports of the sales orders, the delivery orders, the settlement orders, the delivery quality, the sales achievement and the overdue non-delivery orders.
In some embodiments provided in the present invention, the enterprise ERP integrated management system based on the internet of things further includes:
and the statistical analysis module is used for analyzing the sales scheduling conditions of the clients and the products according to the statistical report generated by the report generation module, analyzing the monthly bill receiving trend according to the clients or the products, and checking the execution conditions of purchase, production or settlement of the client orders.
The technical scheme provided by the invention has the following beneficial effects:
the enterprise ERP integrated management system based on the Internet of things provided by the invention fully utilizes the application of the ERP system to business process management, carries out multiple tasks such as addition, lookup, release, switching and the like of related data in a sales task link, realizes cross-department task order tracking and butt joint on the system, effectively connects the work among all departments in series, avoids data splitting of the sales task, facilitates sales personnel to manage the sales order during business process management, reduces the workload, improves the working efficiency, ensures the accuracy of the data, facilitates the generation of data statistics, reports and the like of the sales task, and reduces the integrated management cost of the enterprise.
These and other aspects of the invention are apparent from and will be elucidated with reference to the embodiments described hereinafter. It is to be understood that both the foregoing general description and the following detailed description are exemplary and explanatory only and are not restrictive of the invention, as claimed.
Drawings
In order to more clearly illustrate the embodiments of the present invention or technical solutions in the related art, the drawings, which are needed to be used in the description of the exemplary embodiments or related art, will be briefly described below, and are used for providing further understanding of the present invention and are a part of the specification, and together with the embodiments of the present invention, serve to explain the present invention without limiting the present invention. In the drawings:
fig. 1 is a structural architecture diagram of an enterprise ERP integrated management system based on the internet of things according to an embodiment of the present invention.
Fig. 2 is a system block diagram of an enterprise ERP integrated management system based on the internet of things according to an embodiment of the present invention.
Fig. 3 is a system block diagram of a login management module in an enterprise ERP integrated management system based on the internet of things according to an embodiment of the present invention.
Fig. 4 is a system block diagram of a service management module in a system for detecting traffic energy efficiency of a ramp section according to an embodiment of the present invention.
Fig. 5 is a system block diagram of a process management module of the enterprise ERP integrated management system based on the internet of things according to the embodiment of the present invention.
Fig. 6 is a system block diagram of a configuration tracking docking module in an enterprise ERP integrated management system based on the internet of things according to an embodiment of the present invention.
Fig. 7 is a system block diagram of an enterprise ERP integrated management system based on the internet of things according to another embodiment of the present invention.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention more apparent, the present invention is described in further detail below with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the invention.
In some of the flows described in the present specification and claims and in the above figures, a number of operations are included that occur in a particular order, but it should be clearly understood that these operations may be performed out of order or in parallel as they occur herein, with the order of the operations being indicated as 101, 102, etc. merely to distinguish between the various operations, and the order of the operations by themselves does not represent any order of performance. Additionally, the flows may include more or fewer operations, and the operations may be performed sequentially or in parallel. It should be noted that, the descriptions of "first", "second", etc. in this document are used for distinguishing different messages, devices, modules, etc., and do not represent a sequential order, nor limit the types of "first" and "second" to be different.
The technical solutions in the exemplary embodiments of the present invention will be described clearly and completely with reference to the accompanying drawings in the exemplary embodiments of the present invention, and it is apparent that the described exemplary embodiments are only a part of the embodiments of the present invention, and not all of the embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
Aiming at the problems that the existing ERP system used by an enterprise has low informatization degree when being applied to business process management, so that client files and related documents cannot be orderly managed in the business process management, particularly in the sales process, the management needs to be carried out in multiple links of clients, orders, goods sold, account checking, sales details, monthly statement analysis and statistics, client purchase orders tracking, receipt, generation and the like, and all departments of the traditional ERP purchase-sales-stock management system have data fragmentation and cannot be connected in series. And further, when business process management is performed, workload is increased, working efficiency is reduced, and problems of inaccurate data, troublesome data statistics, difficulty in generating reports and the like are also caused greatly.
The embodiment of the invention provides an enterprise ERP integrated management system based on the Internet of things. The cross-department task order tracking and butt joint are realized under an ERP management system platform, work among all departments is effectively connected in series, data splitting of sales tasks is avoided, sales personnel can manage the sales orders conveniently when business process management is carried out, workload is reduced, work efficiency is improved, data accuracy is guaranteed, data statistics and report forms of the sales tasks are convenient to generate, and enterprise comprehensive management cost is reduced.
The technical scheme of the invention is further explained by the specific implementation mode in combination with the attached drawings.
Referring to fig. 1, fig. 1 is a structural architecture diagram of an enterprise ERP integrated management system based on the internet of things according to an embodiment of the present invention. An embodiment of the present invention provides an enterprise ERP integrated management system based on the internet of things, which is built on a background management server 100, and a central processing unit 200 for processing various data and information is arranged on the background management server 100. When the system is used, the management terminal device 300 is used for accessing the enterprise ERP integrated management system through the network to manage data and information in the background server.
The management terminal 300 may be a communication device such as a notebook computer, a Personal Digital Assistant (PDA), or a mobile phone, and is not limited in particular.
Referring to fig. 2, fig. 2 is a system block diagram of an enterprise ERP integrated management system based on the internet of things according to an embodiment of the present invention. The enterprise ERP integrated management system based on the Internet of things comprises: the system comprises a login management module 1, a business management module 2, a process management module 3 and a tracking and docking module 4.
In this embodiment, when the enterprise ERP integrated management system needs to be logged in to perform management operations, the login management module 1 is configured to register user registration information and verify user login information for a user who is used for the first time, and access the enterprise ERP integrated management system based on the verification information.
As shown in fig. 3, the login management module 1 includes: a registration module 11, a login module 12 and a login setting module 13. The registration module 11 is used for filling out personal information for the first time, uploading personal pictures and setting login passwords. When the registration information is filled in, the registration module 11 performs format check by responding to the personal information filled in the registration popup and the uploaded personal picture, then performs login password setting operation, and completes registration.
It should be particularly noted that when the registration module 11 performs the registration operation, it further includes a short message execution command, and verifies the registration short message received by the user by sending the short message to the communication device bound to the user, where the verification mode includes, but is not limited to, a random character string and a fixed character string.
In the present embodiment, the login module 12 is used to query the login information filled in the login window, perform authentication according to the information filled in the registration module 11, and check the login details in the use period after logging in the system. When the login operation is executed, login information is filled in a login window by a user, wherein the login information comprises but is not limited to a user name, a password and a bound communication number contained in personal information during registration. When login verification is executed, the verification is not limited to checking the filled login information with registered personal information, but also includes a facial feature recognition mode for verification, the facial feature recognition means takes a picture of the face of the user through a camera/monitor on the terminal, and then extracts feature point information formed by the left eye, the right eye, the nose, the mouth and the chin of the user in the picture.
In an embodiment of the present invention, the login module 12 further includes a log record for recording and querying the user's login record within a set time limit, so as to facilitate the user to query the details of each login.
In this embodiment, the login setting module 13 is configured to modify the personal information, the personal picture, and the login password of the user after logging in the system, so as to modify the registration information. When data for writing personal information, uploading a personal picture and setting a login password for the first time, which is completed by the registration module 11, needs to be changed or modified, the login setting module 13 may edit the personal information, the personal picture and the login password of the user to modify the registration information after the login is completed.
In an embodiment of the present invention, referring to fig. 4, the service management module 2 is used for service information modification and service authority management operation. The business management module 2 includes a menu navigation module 21, a document template management module 22, and a document management module 23. The menu navigation module 21 is a main menu bar displayed after logging in the enterprise ERP integrated management system, and the menu navigation module 21 is used for setting the service menu bar and the display authority of all options of the service menu bar. Preferably, the service menu bar includes, but is not limited to, service operation menu options such as edit, insert, format, window, view, etc., and each service menu bar is subordinate to a plurality of sub-menu options, for example: and the sub-options of searching, withdrawing, copying, pasting, cutting, clipping, deleting, newly building and the like under the option of editing. Therefore, when service management is carried out, convenient operation is completed by assisting services through the service menu bar.
In an embodiment of the present invention, the document template management module 22 is configured to load or delete a business document template and create a new business document template. Under the option of template management, the function of loading various document templates on line can be completed, and a new module can be created under the option of a newly-built module of the option of template management and stored and added into the service document template, so that a service worker can select a proper template when creating an order, and a large amount of order creation time is saved.
In the embodiment of the present invention, the document management module 23 is configured to generate a history document list, edit a history document, and set a time limit of the history document. The documents which are created are automatically stored in the document management module 23, and a history document list is automatically generated in the document management module 23 according to the time node. Editing operation can be carried out on each order in the history document list, and the storage time limit, reminding time limit, delivery time limit, transaction time limit and the like of the history documents can be set. And reminding business personnel to manage the historical documents in time or regularly.
Specifically, the document management module 23 further includes a document information early warning module 233, configured to perform data monitoring, mobile phone reminding, and self-defining of early warning information according to the time limit of the history document of each document in the history document list, and perform early warning when the set time limit is reached.
In this embodiment, the document information early warning module 233 may prompt in a manner of sending a short message to a communication terminal used when a user registers or logs in a short message manner, prompt within a set time limit, monitor the time limit of each document, perform early warning in time, complete processing of a history document within an effective time limit, and avoid an overdue situation.
In one embodiment of the present invention, referring to fig. 5, the process management module 3 includes a customer relationship module 31, an order generation module 32, an order quotation module 33, an shipment query module 34, and a return query module 35. In this embodiment, each sub-module subordinate to the process management module 3 is presented in an enterprise ERP integrated management system window based on the internet of things in a manner of an option list. The customer relationship module 31 is used for adding and managing customer groups, including creating customer profiles and customer-related document management.
When business personnel are connected to a new user or maintain an old user, a customer file can be quickly created or a document related to the old user can be managed in the customer relationship module 31, the customer relationship can be clearly and definitely managed, and the condition that customer information is mixed or disordered is avoided. And it is also beneficial to generate corresponding orders, sell goods, reconcile accounts, query sales details and monthly bill amount according to the customer group managed in the customer relation module 31, and manage multiple links such as analyzing and counting, tracking customer purchase orders, receipt and generation according to the customer group information managed in the customer relation module 31.
In this embodiment, the order generating module 32 is configured to add and generate a corresponding service order according to a customer requirement. When the order generation module 32 generates the corresponding service order, the corresponding service order is created according to the customer group information managed in the customer relation module 31, so that the added and generated service orders can be guaranteed to have one-to-one corresponding customers, the error of order information is avoided, and the accuracy of the customer information during order creation is improved.
In this embodiment, the order quotation module 33 is configured to read a quotation according to the generated service order data, and automatically generate a quotation amount of the service order. The order quotation module 33 comprises a product quotation sheet, a product price estimation sheet and an order money list. When the price quoted by the order quote module 33 is generated, the order information generated by the order generation module 32 is read, and the order information includes the type, name, quantity, unit price, amount, etc. of the product in the order. And automatically generating corresponding quoted amount according to different information of each client by combining the product quotation, the product price estimation table and the order entry detail table.
When a specific preferential customer is involved, the order quotation module 33 reads the pre-calibrated preferential information in the customer relationship module 31, and generates a corresponding post-preferential quotation amount by combining the product quotation, the product price estimation table and the order money list.
In this embodiment, the shipment query module 34 is configured to query the shipment delivery status of the business order and the shipment progress of the order. The shipment inquiry module 34 inquires the production, shipment and delivery progress of the corresponding product through the bound service order, and the above conditions are synchronized to the enterprise ERP integrated management system based on the internet of things in real time.
It should be particularly noted that, during shipment and delivery, a traceability code uniquely related to product information data is sprayed on a product, a product packaging bag or a product packaging box of each order in a one-object-one-code printing mode based on an internet of things mode, during delivery, reading of the product information data is rapidly achieved by using a smart phone code scanning mode and synchronizing to an enterprise ERP comprehensive management system, product information input during shipment and delivery is completed, the purpose of checking and delivering goods can be achieved, synchronization of product warehouse-in and warehouse-out, inventory, transportation, sale and anti-counterfeiting information is achieved, and business personnel can conveniently enter the enterprise ERP comprehensive management system to inquire shipment and delivery progress.
In the embodiment of the present invention, the return inquiry module 35 is configured to inquire the order of the shipped service related to the return, and inquire the return progress of the customer. The return goods inquiry module 35 is used for synchronizing the return goods information fed back by the customer to the after-sales system and synchronizing the after-sales return goods progress to the enterprise ERP integrated management system, so that business personnel can conveniently master and inquire the return goods progress of the customer.
In one embodiment of the present invention, referring to fig. 6, the tracking and docking module 4 includes an order transit module 41, an order delivery management module 42, a money management module 43, a personnel payroll module 44, and an after-sales management module 45. The order switching module 41 is configured to automatically switch a customer order to a production management system, arrange a production plan and supply material requirements in a production management workshop, and produce an order product. After the sales link is finished, automatically switching to a production management system according to a paid or placed customer order, generating by a production management workshop according to the content of the customer order according to a production plan, arranging material demand supply according to the content of the customer order, and further finishing the production of order products to ensure the normal sales of the products.
The order delivery management module 42 is used for arranging the pre-delivery time and the delivery case list of the products generated according to the customer orders according to the time limit plan, and automatically generating the delivery list. The order delivery management module 42 is used for sorting the shipment list according to the customer order content in the pre-delivery time, and automatically generating a delivery list corresponding to the customer order content, and checking whether the shipment list, the product, the pre-delivery time and the customer order content are consistent according to the delivery list during the order delivery process, so as to ensure the accuracy of the order delivery.
The money management module 43 is configured to check the quoted amount of the service order generated by the order quote module 33 with the customer order, and manage the payable money and the payable money of the order. The money management module 43 is used for checking the quotation and money of each customer order, ensuring that all orders have corresponding quotation amount, marking the money delivery condition of each order, dividing the orders into accounts receivable orders and accounts ready-to-pay orders according to whether the money is received, and accurately combing the account ready condition of the orders.
The personnel salary module 44 is used for accounting business salaries according to the committed history document list and the business orders produced by the order generation module 32. The personnel salary module 44 directly transfers the order data of the business personnel account management to the personnel system, thereby facilitating the business salary accounting without manually and repeatedly accounting, and saving a great deal of time of business personnel, accountants and personnel.
The after-sales management module 45 is configured to forward the issue of the shipment service order fed back by the customer group to an after-sales system, and enable after-sales personnel to perform docking on the customer group to complete after-sales service. The after-sale management module 45 is used for transferring the shipment service order problem fed back by the customer group managed by the service personnel to an after-sale system, and transferring the after-sale service such as returned goods, fault or defective products to the corresponding after-sale personnel to be butted with the customer group, so that specialized service is realized, a large amount of time is saved for the service personnel, and the service quality of the customer group is improved.
In an embodiment of the present invention, referring to fig. 7, the enterprise ERP integrated management system based on the internet of things further includes an order change recording module 5. The order change recording module 5 is used for recording the order number of the customer and recording the order change condition of the customer. After a customer group places an order, the system generates a customer order, and when the customer demand changes or the customer order needs to be modified or changed due to factors such as generation and the like, the generated customer order can be changed through the order change recording module 5, and the order change record can be reserved by the order change recording module 5 so as to check the order change condition in time.
In an embodiment of the invention, the enterprise ERP integrated management system based on the internet of things further includes an automatic bill generation module 6. The automatic bill generating module 6 is used for automatically generating invoice information according to the customer file and the relevant documents of the customer after the customer order finishes payment, wherein the invoice information comprises the type, name, quantity, unit price and amount of the product.
After the customer order is generated and the payment settlement is completed, according to the condition that the customer order is completed, the invoice information containing information such as the type, name, quantity, unit price and amount of the product is automatically generated by combining the customer file and the relevant document information of the customer, and the invoice information is fed back to the customer through the customer relation module 31 and is used for the customer to keep an effective bill.
In an embodiment of the present invention, the enterprise ERP integrated management system based on the internet of things further includes a report generation module 7. The report generation module 7 is configured to generate a periodic statistical report according to the historical document list generated by the document management module 23, and perform statistics on one or more reports of the sales order, the shipment order, the settlement order, the shipment quality, the sales achievement and the overdue non-delivery order.
In an embodiment of the present invention, the report generation module 7 generates various reports according to the order information managed by the enterprise ERP integrated management system, in a monthly, quarterly or yearly manner, for example:
sales order report, sales order completion status report, sales order execution detail report, outstanding sales order inquiry report, shipment notification detail report, shipment order detail report, shipment statement, shipment statement, predicted shipment detail report, sales monthly statement, monthly statement of sales, gross profit of sales report, customer return inquiry report, punctual shipment rate analysis report, shipment quality analysis report, sales statistics analysis report, sales trend statistics analysis report, sales discount analysis report, sales credit line inquiry report, order return summary report, planned sales order inquiry report, quotation price analysis report, sales order price analysis report, sales and statement of sales check, clearance inquiry detail report, sales volume statistics report, finished product overdue outstanding shipment inventory, issued merchandise summary report, sales order price analysis report, sales and statement of sales check, sales order completion status report, sales order execution detail report, outstanding sales statement, shipment statement inquiry report, shipment statement, and shipment statement, A project money detail report, a salesman sales statistics report, and the like.
In an embodiment of the present invention, the enterprise ERP integrated management system based on the internet of things further includes a statistical analysis module 8. The statistical analysis module 8 is used for analyzing the sales arrangement conditions of the customers and the products according to the statistical report generated by the report generation module 7, analyzing the monthly bill receiving trend according to the customers or the products, and checking the execution conditions of purchase, production or settlement of the customer orders. In the embodiment of the invention, the statistical analysis module 8 can analyze the sales ranks of the customers and the products through various figure combinations such as a bar chart, a pie chart and the like, and know the sales amount, the sales cost, the gross profit contribution degree and the like of the customers and the products. And analyzing the monthly bill receiving trend according to customers or products so as to find problems at any time.
In an embodiment of the present invention, the statistical analysis module 8 may also provide a list of customer orders to track the customer order procurement/production performance.
In summary, the enterprise ERP integrated management system based on the internet of things provided by the invention makes full use of the application of the ERP system to business process management, performs multiple tasks such as addition, lookup, release and switching of related data in a sales task link, realizes cross-department task order tracking and docking on the system, effectively connects the work among various departments in series, avoids data splitting of sales tasks, facilitates sales personnel to manage the sales orders during business process management, reduces workload, improves work efficiency, ensures data accuracy, facilitates data statistics and report generation of the sales tasks, and reduces enterprise integrated management cost.
The above description is only for the purpose of illustrating the preferred embodiments of the present invention and is not to be construed as limiting the invention, and any modifications, equivalents and improvements made within the spirit and principle of the present invention are intended to be included within the scope of the present invention.

Claims (10)

1. An enterprise ERP integrated management system based on the Internet of things is characterized by comprising:
the login management module is used for registering user registration information, verifying the user login information and accessing the enterprise ERP comprehensive management system based on the verification information;
the service management module is used for modifying service information and managing service authority;
the flow management module is used for selecting a flow stage corresponding to the business, and increasing, searching and releasing the sales tasks; and
and the tracking and docking module is used for tracking the progress of the sales task, docking with a financial system, a personnel system, a production management system and an after-sales system, and performing systematic management on the sales task.
2. The internet of things-based enterprise ERP integrated management system of claim 1, wherein the login management module comprises:
the registration module is used for filling personal information for the first time, uploading personal pictures and setting login passwords;
the login module is used for inquiring login information filled in a login window, verifying according to the information filled in by the login module and checking login details in a use period after logging in the system; and
and the login setting module is used for modifying the personal information, the personal picture and the login password of the user after logging in the system and modifying the registration information.
3. The internet-of-things-based enterprise ERP integrated management system of claim 1, wherein the service management module comprises:
the menu navigation module is used for setting a service menu bar and the display permission of all options of the service menu bar;
the document template management module is used for loading or deleting the business document template and creating a new business document template; and
and the bill management module is used for generating a historical bill list, editing the historical bills and setting the time limit of the historical bills.
4. The enterprise ERP integrated management system based on the internet of things as claimed in claim 3, wherein the document management module further comprises a document information early warning module, which is used for performing data monitoring, mobile phone reminding and self-defining of early warning information according to the historical document time limit of each document in the historical document list, and performing early warning when the set time limit is reached.
5. The internet-of-things-based enterprise ERP integrated management system of claim 4, wherein the process management module comprises:
the client relation module is used for adding and managing client groups, and comprises client file creation and client related document management;
the order generation module is used for adding and generating a corresponding business order according to the customer requirements;
the order quotation module is used for reading a quotation according to the generated business order data and automatically generating the quotation amount of the business order;
the shipment inquiry module is used for inquiring the shipment delivery condition of the business order and the shipment progress of the order; and
and the goods returning and exchanging query module is used for querying the order of the shipped service related to the goods returning and exchanging and querying the goods returning and exchanging process of the client.
6. The internet of things-based enterprise ERP integrated management system of claim 5, wherein the order quotation module comprises a product quotation and product price estimation sheet and an order payment detail sheet.
7. The internet of things-based enterprise ERP integrated management system of claim 6, wherein the tracking docking module comprises:
the order switching module is used for automatically switching the customer order to a production management system, arranging a production plan and material demand supply in a production management workshop and producing order products;
the order delivery management module is used for arranging the pre-delivery time and the delivery packing detailed list of the products generated according to the customer orders according to time limit planning and automatically generating a delivery list;
the payment management module is used for checking the quoted amount of the business order generated by the order quote module with the customer order and managing the payable payment and the payable payment of the order;
the personnel salary module is used for carrying out accounting business salary according to the committed history document list and the business order produced by the order generation module; and
and the after-sale management module is used for transferring the order problem of the shipped service fed back by the customer group to an after-sale system, and the after-sale personnel carry out docking on the customer group to complete after-sale service.
8. The internet-of-things-based enterprise ERP integrated management system of claim 7, further comprising:
the order change recording module is used for recording the order number of the customer and the order change condition of the customer; and
and the automatic bill generating module is used for automatically generating invoice information according to the customer file and the relevant documents of the customer after the customer order finishes payment, wherein the invoice information comprises the type, name, quantity, unit price and amount of the product.
9. The internet-of-things-based enterprise ERP integrated management system of claim 8, further comprising:
and the report generation module is used for generating a periodic statistical report according to the historical document list generated by the document management module, and counting one or more reports of the sales orders, the delivery orders, the settlement orders, the delivery quality, the sales achievement and the overdue non-delivery orders.
10. The internet-of-things-based enterprise ERP integrated management system of claim 9, further comprising:
and the statistical analysis module is used for analyzing the sales scheduling conditions of the clients and the products according to the statistical report generated by the report generation module, analyzing the monthly bill receiving trend according to the clients or the products, and checking the execution conditions of purchase, production or settlement of the client orders.
CN202210039179.6A 2022-01-13 2022-01-13 Enterprise ERP (enterprise resource planning) integrated management system based on Internet of things Pending CN114462816A (en)

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Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN117593094A (en) * 2023-12-21 2024-02-23 北京美在客科技有限公司 Big data terminal sales platform system

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN117593094A (en) * 2023-12-21 2024-02-23 北京美在客科技有限公司 Big data terminal sales platform system

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