General

In foreign trade enterprises, there are many departments involved in documentary work. How can we ensure that foreign trade orders can be delivered on time? Timely withdrawal of funds? These are all problems that need to be solved in the process of foreign trade documentary. Therefore, a professional foreign trade ERP system is needed to realize the dynamic tracking management of foreign trade orders.

The dynamic management module of foreign trade orders is the key function of the foreign trade ERP system in foreign trade companies at present. Therefore, it is more accurate to use "control of the whole process of foreign trade orders". ERP includes not only the management of inquiry and quotation, order, contract, purchase, document, expense and other links in the foreign trade order management business; The master data section includes not only customers and suppliers; It provides a variety of document formats and profit analysis, and real-time tracking of the delivery process, so that foreign trade operators and managers can control the order status at any time and place, understand the status of issued and not issued, and provide a basis for rapid estimation of order profits. It can also seamlessly connect with third-party system software such as customs data, production, inventory, finance, OA, etc., break through the data barrier, quickly transfer the order information to the module components of each link, so that the data of each department can be linked quickly, and the inventory of the order products can be known at any time.

Huacheng Chuangzhi Foreign Trade Order Management System mainly involves the following modules:

1. RFQ/quotation management: through the data retrieval of the supplier module, we can understand the price of dealers, manufacturers, suppliers and other suppliers; According to the actual needs of the buyer, the price list is generated and provided to the customer quickly and efficiently.

2. Tracking management: visual management is adopted for the order execution process. According to different permissions, the boss can view the whole situation, and the salesperson can easily control the progress of his order in hand.

3. Contract approval: based on contract data, the system estimates the purchase and various costs generated by the order, and reviews the approval at any time and anywhere through the system to avoid the risk of price misstatement.

4. Customer and supplier management: strictly control the quality inspection of products, assess the accuracy of the manufacturer's delivery date, and optimize the product supply chain.

5. Inventory management: dynamically obtain the quantity of goods in stock in real time, effectively avoid inventory occupation, and help foreign trade enterprises reduce inventory costs.

6. Document management: any transaction of a foreign trade order will have the problem of multi-currency conversion. Therefore, in the process of document preparation, it is necessary to ensure that there is a common currency to support switching; Decision support, data analysis BI function, keep abreast of customers' historical transactions and sales strategies of different product items. Through the cost-profit analysis of orders, the order profits of different cost calculations can be seen at a glance.

7. BI decision analysis management: each order needs to feed back the situation to the authority account of the person in charge of each process link through intuitive data, providing data analysis basis for foreign trade business development decisions and market planning; The purchasing staff can immediately know the historical transaction prices with suppliers; Orders and purchase orders can be delivered in batches quickly and conveniently.

At present, the foreign trade management systems on the market are similar in general order management, but the operation and software technical services are very different. Huixin suggests that foreign trade companies that use the software for the first time, or want to change the software, should have a comprehensive understanding of the technical services of the software when purchasing the software, including what use forms the software supports, how many languages to switch, what trade forms the company has served, market volume, reputation, etc.

Customer and order tracking node alert reminder

In the process of doing foreign trade business, there are many trivial things. Most of the time for doing a complete business is fragmented, and the things that should be continued are often forgotten by the things that a customer is involved in. The early warning and warning function has a very wide range of practical applications for foreign traders.

When the workload of the operator is relatively large, it is easy to make mistakes and omissions. The early warning and reminder function of the remittance can be set separately for users with different permissions. Each time the system is opened, the prompt will pop up automatically. In combination with the schedule management function of the console, everything is arranged to avoid forgetting and missing.