Trade Inquiry Management

Bonainfo
12.0.1.0 Bonainfo 1

外贸询价管理

解决了外贸业务中,跨部门查询的业务流程。 当销售人员收到客户的询问时,查询请求被转移到采购部门进行购买查询。 购买后获得购买价格信息,转移到销售,销售人员根据购买价格与客户协商销售价格。

主要功能
  • 1. 在销售报价之前添加第一个询价业务流程。
  • 2. 询价过程跨越销售和采购部门。
  • 3. 完美的对接系统原生报价功能。
  • 4. 适用于需要零库存的交易业务场景。
操作步骤

Demo

外贸询价业务流程图

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新建销售询价单

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通过点击“采购询价”按钮,向采购部门发送询价请求。

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采购询价单列表

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选择供应商

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联系供应商并确认询价结果

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当采购询价完成,确认并锁定采购询价单。

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所有采购询价单完成时,销售业务员可以继续联系客户进行价格沟通。

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当销售查询订单确认时,销售报价单自动创建,使用报价处理内部销售审批流程

免费支持


我们所有的模块都使用Firefox和谷歌Chrome在相应版本的odoo上反复测试过。 您购买的模块将获得90天免费支持(不包括免费下载模块),以防止任何错误或问题(数据恢复除外)。

产品 & 服务

Trade Inquiry Management

Solved the business process of cross-department inquiry. When the sales receive the customer's inquiry, the inquiry request is transferred to the purchasing department for purchase inquiry. After the purchase obtains the purchase price information, it is transferred to the sales, and the sales negotiates the sales price with the customer according to the purchase price.

Key features
  • 1. Add a first process before sale quotation.
  • 2. Inquiry process cross sale and purchase department.
  • 3. Perfect docking system quotation process.
  • 4. Suitable for trading business scenarios where zero inventory is desired.
Operation steps

Demo

Trade Inquiry Business Process

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New a sale inquiry order

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Send purchase inquery request to purchase by press "purchase inquiry"

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Purchase inquiry order list

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Select a vendor

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Contract to vendor and confirm order

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When inquiry have complete, confirm and lock the purchase order

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When all purchase inquiry order have complete, saleperson can contact to customer

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When sale inquiry order confirm, the sale quotation order was created automatic, Use the quotation to process the internal sales approval process

Free Support


All our modules have been tested repeatedly on the corresponding version of odoo using Firefox and Google Chrome. You purchased modules will get 90 Days free support (not include free download moudles) incase any bugs or issue (Except data recovery).

Product & Services

Odoo Proprietary License v1.0