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Introduction and operation demonstration of warehouse communication module

I. Inventory management

The inventory management module mainly realizes the whole process management of outbound, warehousing, allocation and inventory, and realizes real-time automatic calculation and inventory warning of inventory.

  • Other warehousing: when non-purchasing warehousing is completed, the warehousing is carried out in other warehousing. The warehousing does not need to be associated with purchase orders. After warehousing, the inventory number is automatically added.
  • Purchase warehousing: if there is a purchase order, the purchase is put into storage. The purchase order is automatically associated with the purchase order. After the purchase is put into storage, the inventory number is automatically added.
  • Other outbound: outbound is performed here when non-sales outbound is performed. The outbound does not need to be associated with a sales order, and the number is automatically inventory reduction after outbound.
  • Sales outbound: if there is a sales order, the sales outbound will be outbound. The sales order will be automatically associated here, and the quantity will be automatically inventory reduction after outbound.
  • Inventory transfer: the goods can be transferred from one the warehouse allotting to another warehouse. After the transfer is completed, the inventory quantity of the warehouse is automatically deducted, and the inventory quantity of the warehouse is automatically added.
  • Inventory Count: it can meet the demand of periodic inventory count and realize the verification of inventory quantity.
  • Inventory calculation and analysis: the inventory quantity is automatically calculated and can be viewed in real time.
  • Inventory warning: when the inventory quantity is lower than a certain pre-value, it will automatically remind the corresponding warehouse management, procurement, and supply chain owner.

II. Sales Management

Achieve closed-loop management of the whole sales process of customers, quotations, orders, returns, and outbound, and drive sales growth based on data analysis.

  • Customer Information Management: it is mainly used to manage all customer information of an enterprise, realize the accumulation of enterprise customer assets, effectively isolate information, and realize that each sales can only manage its own customer information.
  • Product Information Management: mainly used to manage all product information of enterprises
  • Quotation management: Process and online management of quotation. When sales have quotation requirements, they can be directly entered online. The sales supervisor can quickly initiate sales orders based on quotation after approval.
  • Sales order management: it is mainly used for online and process management of orders. When customers clearly place orders, sales can directly enter order information here, and complete the archive management of orders after internal approval is passed, and is associated with sales outbound. Approved orders can be automatically associated with sales outbound. In addition, it can realize the refined management of the whole process of sales order delivery (approval, outbound, and collection).
  • Sales return management: When a sales order is returned, the sales information is entered here, and the system will automatically add the inventory quantity of the corresponding returned product.
  • Sales outbound management: Enter the outbound details of the corresponding order here. After the approval is passed, the warehouse will exit the warehouse. After the outbound, the corresponding inventory quantity will be deducted.

III. Procurement management

Realize closed-loop procurement management of suppliers, purchase orders, purchase warehousing, and purchase returns, and drive procurement decisions based on data analysis.

  • Supplier Information Management: mainly used to manage all supplier information of enterprises and realize the precipitation of enterprise supply chain assets
  • Purchase order management: enter formal purchase order information here to realize the process and online management of purchase orders.
  • Purchasing and warehousing management: After the purchased items arrive, the actual purchasing and warehousing product information is stored here, and the inventory quantity of the corresponding products is automatically increased after the warehousing is successful.
  • Purchase return management: when the purchase does not meet the requirements, enter the purchase return product information here, and automatically deduct the inventory quantity of the corresponding product after the return is successful.

IV. Financial Management

It can manage invoices, payments, receipts, and fund accounts, automatically associate business data, and realize the integration of industry and finance.

  • Invoicing information management: after entering the invoicing information, the finance department will issue the invoice.
  • Receipt Management: sales initiate collection here, Financial Review, and finally record the actual collection information
  • Payment Order Management: purchase initiates payment here, financial audit, and final payment
  • Fund account management: manage fund accounts that enterprises can make payments

V. AI warehouse assistant

Warehouse Connect integrates the powerful AI capabilities of YIDA platforms and supports one-click installation and use. Click install warehouse connect. After installation, the warehouse connect AI assistant will be automatically installed. Click any recommendation statement to use powerful AI analysis capabilities to analyze multi-dimensional data such as inventory, sales, and procurement.

At the same time, it supports powerful personalized analysis. For example, we can query the inventory of each product in real time through dialogue. At the same time, a large number of predefined statements are built in to help us quickly realize the multi-dimensional, personalized analysis

In addition to AI analysis, AI data can also be filled in. For example, AI can enter product information, which can help us quickly enter a product information through dialogue.

AI enters customer information and helps sales quickly enter a customer information through dialogue.

VI. Data analysis system

Realize full-dimensional data analysis of inventory, sales, procurement and finance, and drive supply chain management based on data.

Sales Report: Master the data of the whole process of order, delivery and return, and clearly grasp what products sell well and what products sell poorly through product amount and quantity analysis. Through the sales map, we can know the business development status of the products in the country at a glance. Through the statistical analysis of salesmen, we can clearly know the distribution of sales team performance. The core is that the unpaid amount of each order is clearly visible.

Purchase Report: you can clearly understand the amount of purchase, which products are mainly purchased, and which suppliers are mainly purchased.

Capital statement/Financial Statement: clearly grasp how much money is paid, how much money is received, and where the money is spent

Inventory Report: clearly grasp the inventory of each warehouse and each product, as well as the types of products in stock.

Inventory warning: early warning of insufficient inventory to avoid sales order delivery

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