New Order Application (Dealer)
This process step is initiated by the dealer.
The "New Order Application" page allows users to create and submit new order requests. Below are the detailed steps and guidelines for using this page.
1. Page Layout
<figure><img src="../../.gitbook/assets/06-订单管理-2.png" alt=""><figcaption><p>New Order Application Page (Dealer View)</p></figcaption></figure>
The "New Order Application" page is divided into the following sections:
Order Application Information:
Order Number: The system automatically generates and displays the order number, such as "T01-17169727290386".
System Order (Dealer) Confirmation Information:
(Dealer and Manufacturer) Purchase Order Number: The order number for the transaction between the dealer and the manufacturer.
(Dealer and Manufacturer) Original Order File: The original order file for the transaction between the dealer and the manufacturer, supporting formats such as images and PDFs.
Dealer Company: Enter the dealer's company name, which defaults to the dealer company name associated with the logged-in account.
Dealer Company Address: Enter the dealer's company address, which defaults to the dealer company address associated with the logged-in account.
Dealer Company Tax Number: Enter the dealer's company tax number, which defaults to the dealer company tax number associated with the logged-in account.
Dealer Bank Account: Enter the dealer's company bank account, which defaults to the dealer company bank account associated with the logged-in account.
Dealer Procurement Contact: Enter the name of the dealer's procurement contact.
Dealer Procurement Contact Phone: Enter the phone number of the dealer's procurement contact.
Dealer Procurement Contact Email: Enter the email address of the dealer's procurement contact.
Dealer Shipping Address: Enter the shipping address for the dealer's procurement.
Manufacturer Company: Enter the manufacturer's company name, which can be selected from the manufacturer companies managed by this dealer by default.
Manufacturer Company Address: Enter the manufacturer's company address, which can be selected from the manufacturer company addresses managed by this dealer by default.
Manufacturer Procurement Contact: Enter the name of the manufacturer's procurement contact.
Manufacturer Procurement Contact Phone: Enter the phone number of the manufacturer's procurement contact.
Manufacturer Procurement Contact Email: Enter the email address of the manufacturer's procurement contact.
Order Date: Select the order creation date. (Note: For 202408, the logic is to deduct the current quarter’s rights funds based on this date.)
Planned Start Date: Select the planned arrival date for this order.
Planned End Date: Select the planned delivery date for this order.
Currency: Select the currency type for the order (e.g., CNY). This selection is related to the exchange rate calculation.
Payment Terms: Enter the payment terms for this order (or within this framework contract).
Product Information:
SPU: Displays the Standard Product Unit code (SPU), such as "TEST-SPU-01".
SKU: Displays the Stock Keeping Unit code (SKU), such as "SMD/ODC/TEST-SPU4".
MFR S/N: Enter the Manufacturer's Serial Number (MFR S/N), such as "TEST-MFR-001".
Quantity: Enter the product quantity, such as "10000".
Purchase Price (Including Tax): Enter the purchase price of the product (including tax), such as "1,111.11".
Unit: Select the unit for the product, such as "Set".
Delivery Date: Select the product's delivery date.
Product Name: Displays the product name, such as "Test Product No. 01".
Description: Enter the product description.
Subtotal: The system automatically calculates and displays the subtotal amount for the product.
Actions:
Add: Click the "Add" button to add a new product information row.
Delete: Click the "Delete" button to remove a product information row.
2. Submitting the Order
After filling out all the necessary information, you can choose the following actions:
Save as Draft:
If the order information is not yet complete or requires further confirmation, you can click the "Save as Draft" button to save the order as a draft for later editing and submission.
Submit:
Once all information is confirmed to be correct, click the "Submit" button to submit the order for approval. The system will prompt a successful submission and display the detailed order information and status.
User Guide
Ensure Complete and Accurate Information:
When filling in the order information, ensure that all required fields are completed and the information is accurate. Pay special attention to key fields such as the client company, shipping address, transportation method, and product information.
Select the Appropriate Approval Process:
Before submitting the order, choose the appropriate approval process to ensure the order smoothly passes through all approval levels.
Regularly Check Order Status:
After submitting the order, regularly check the approval status and current tasks, and promptly address any issues that arise during the approval process.
Manage Attachments:
Upload relevant attachments (such as contracts, invoices, etc.) in the order information to ensure the completeness of the order data, facilitating approval and archiving.
The "New Order Application" page provides users with a detailed and professional interface for creating and submitting orders, helping users efficiently manage and utilize order data. If you encounter any issues during use, please refer to the Help Center or contact customer support for further assistance.
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