CN-122022944-A - Quotation management method and system based on product cost guiding principle

CN122022944ACN 122022944 ACN122022944 ACN 122022944ACN-122022944-A

Abstract

The invention discloses a quotation management method and a quotation management system based on a product cost guiding principle, wherein the method comprises the following steps of setting a plurality of product service options, presetting corresponding income items and cost items for each product service option, and establishing a income cost architecture system; the method comprises the steps of respectively calculating non-provider cost reference indexes and operation cost reference indexes according to allocation rules, selecting target cost items corresponding to customer order business demands according to target product services to further generate provider quotation, selecting target income items according to target product services, associating and matching the target cost items in the provider quotation with the target income items, calculating various benefits based on the non-provider and operation cost reference indexes, predicted self-operating transportation mileage and the like to generate a customer quotation, respectively generating accounts receivable and accounts payable according to the customer and the provider quotation after the customer order business is completed, submitting settlement verification, and executing collection/payment after the verification passes.

Inventors

SHI MEIJIE
JING LEI
MA ZONGPU
CHEN CHAOCHAO

Assignees

中远海运科技股份有限公司

Dates

Publication Date: 20260512
Application Date: 20260104

Claims (10)

1. The quotation management method based on the product cost guiding principle is characterized by comprising the following steps of: S1, setting a plurality of product service options, and presetting corresponding income items and cost items for each product service option, thereby establishing a income cost architecture system; S2, obtaining a non-provider cost reference index by importing other cost financial data not derived from provider quotations into a preset cost database according to an allocation rule based on mileage allocation; S3, receiving the selection operation of a client on target product service in product service options in a provider quotation filling interface, automatically generating a cost item list corresponding to the target product service, receiving the operation of selecting a target cost item matched with the customer order business requirement from the cost item list, receiving quotation information filled by a provider aiming at the customer order business requirement in the provider quotation filling interface, associating and matching the quotation information with the selected target cost item, and generating a provider quotation; S4, receiving a selection operation of a client on a target product service in product service options in a client quotation filling interface, automatically generating a income item list corresponding to the target product service, receiving an operation of selecting a target income item matched with a client order business requirement from the income item list, matching each selected target cost item matched with the client order business requirement in a provider quotation in association with the selected target income item, automatically loading the non-provider cost reference index and the operation cost reference index, receiving a predicted self-contained transportation mileage corresponding to the client order business requirement filled in the client quotation filling interface, and automatically calculating a predicted gross profit, a predicted net profit and a predicted net profit corresponding to the client order business requirement based on the target income item, the target cost item, the predicted self-contained transportation mileage, the non-provider cost reference index and the operation cost reference index to generate a client quotation; S5, after the customer order service is completed, automatically calculating accounts receivable according to the customer quotation, the actual supplier transportation mileage and the actual self-contained transportation mileage, automatically calculating accounts payable according to the supplier quotation and the actual supplier transportation mileage, submitting the accounts receivable and the accounts payable to settlement audit, and executing collection/payment after the audit passes.
2. The method of claim 1, wherein in step S1, the product service options include a normal transportation service, a cold chain transportation service, and a hazardous article transportation service, the revenue item includes a revenue name, and a unit of measure and a billing parameter associated with the revenue name, the cost item includes a cost name, and a unit of measure and a billing parameter associated with the cost name, the revenue item is associated with the cost item by the same unit of measure, and the billing parameter of the revenue item includes a revenue unit price standard and an applicable scope, and the billing parameter of the cost item includes a cost unit price standard and an applicable scope.
3. The method of claim 1, wherein in step S2, the other costs not derived from the supplier quote include labor costs, depreciation costs, maintenance costs, vehicle insurance costs, lease costs, oil cost and road cost costs, the management operation costs include sales costs, management costs and financial costs, and the mileage-based allocation rules include a first allocation rule for calculating a non-supplier cost reference index and a second allocation rule for calculating an operation cost reference index, the first allocation rule being a ratio of a total amount of other costs of the history period not derived from the supplier quote to a total mileage of the history period, the second allocation rule being a ratio of a total amount of the history period management operation costs to a total mileage of the history period.
4. The method of claim 1, wherein in the step S3, the automatically generating the cost item list corresponding to the target product service includes automatically generating the cost item list corresponding to the target product service using the correspondence between the product service options and the cost items set in the step S1.
5. The method of claim 1, wherein selecting a target cost item from the list of cost items that matches the customer order business requirement in step S3 comprises selecting a target cost item from the list of cost items that corresponds to the billing parameter and metering unit to which the customer order business requirement matches.
6. The method of claim 1, wherein in the step S3, when receiving the offer information of the provider for the customer order service requirement in the provider offer list filling interface, if the selected target cost item does not have a history associated offer, the first offer information of the provider for the customer order service requirement is directly filled into the corresponding target cost item, if the target cost item has a history associated offer, the second offer information of the provider for the customer order service requirement is filled into the corresponding target cost item, and is stored in association with the history associated offer, and the first offer is higher than the second offer.
7. The method of claim 1, wherein in the step S4, the automatically generating the list of revenue items corresponding to the target product service comprises automatically generating the list of revenue items corresponding to the target product service using the correspondence between product service options and revenue items set in the step S1.
8. The method of claim 6, wherein in step S4, upon receiving an operation of selecting a target revenue item from the revenue item list that matches the customer order business requirement, if a history associated bid exists for the selected target revenue item, generating hint information for prompting further selection of other target revenue items related to the history associated bid.
9. The method of claim 1, wherein in step S5, submitting the accounts receivable and the accounts payable for a settlement audit, the step of executing a cash/payment after the audit passes comprising: if the accounts receivable and the corresponding client quotation have the difference of the amount, automatically marking the part with the difference, entering a manual checking stage, and executing the collecting operation after the manual checking is passed; And if the accounts payable and the corresponding supplier quotation have the amount difference, automatically marking out the part with the difference, entering a manual checking stage, and executing the payment operation after the manual checking is passed.
10. A quotation management system based on a product cost guiding principle is characterized by comprising a revenue cost architecture system construction module, a cost reference index calculation module, a provider quotation management module, a client quotation management module and a settlement execution module which are connected in sequence, The income cost architecture system construction module is used for setting a plurality of product service options and presetting corresponding income items and cost items for each product service option so as to establish an income cost architecture system; The cost reference index calculation module is used for obtaining a non-provider cost reference index by importing other cost financial data not derived from provider quotations into a preset cost database according to an allocation rule based on mileage allocation; The supplier quotation management module is used for receiving the selection operation of a client on target product service in product service options in a supplier quotation filling interface, automatically generating a cost item list corresponding to the target product service, receiving the operation of selecting a target cost item matched with the business requirement of a customer order from the cost item list, receiving quotation information filled by a supplier aiming at the business requirement of the customer in the supplier quotation filling interface, and matching the quotation information with the selected target cost item in an associated manner to generate a supplier quotation; The client quotation management module is used for receiving the selection operation of a client on target product service in product service options in a client quotation filling interface, automatically generating a income item list corresponding to the target product service, receiving the operation of selecting target income items matched with client order business demands from the income item list, matching each selected target cost item matched with the client order business demands in a provider quotation with the selected target income item, automatically loading the non-provider cost reference index and the operation cost reference index, receiving the estimated self-service transportation mileage corresponding to the client order business demands filled in the client quotation filling interface, and automatically calculating the estimated gross profit, the estimated net profit and the estimated net profit corresponding to the client order business demands based on the target income items, the target cost items, the estimated self-service transportation mileage, the non-provider cost reference index and the operation cost reference index, and generating the client quotation; The settlement execution module is used for automatically calculating accounts receivable according to the client quotation, the actual supplier transportation mileage and the actual self-service transportation mileage after the client order service is completed, automatically calculating accounts payable according to the supplier quotation and the actual supplier transportation mileage, submitting the accounts receivable and the accounts payable to settlement audit, and executing collection/payment after the audit passes.

Description

Quotation management method and system based on product cost guiding principle Technical Field The application relates to the technical field of informatization in the logistics industry, in particular to a quotation management method and system based on a product cost guiding principle. Background The product price is taken as a key factor affecting market demand and purchasing behavior, and directly relates to the market share and profitability of enterprises. Therefore, a set of efficient, flexible and accurate quotation management system based on the product cost guiding principle is constructed, and the quotation management system has important significance for improving the competitiveness of enterprises and optimizing the resource allocation. The prior quotation management in the logistics industry is often carried out excessively depending on manual experience and relatively fixed rules, and the limitation is more remarkable: 1. When quoting to customers, the costs considered are not comprehensive enough Because of the lack of financial data references for cost accounting, the quoters cannot quantitatively consider other production costs and operation costs such as labor costs, vehicle depreciation, rent and the like, besides the costs of the service-related payable suppliers, so that when the price of the product is formulated, the overall cost of the product cannot be fully considered, and therefore, some prices are insufficient to obtain expected profits, and even the situation of loss caused by the fact that the cost cannot be covered is caused. 2. The quotation process is opaque, lacks standardization and automation management The process is chaotic, the quotation process lacks standardized and normalized management, and quotation standards among different sales persons or business departments are different, so that internal contradiction and customer trust are easy to reduce. The automatic degree is low, the quotation flow which depends on manual operation is low in efficiency and easy to make mistakes, and the quotation flow is difficult to adapt to the requirement of large-scale and high-frequency quotation. The automation of the quotation process is a key to improving efficiency and accuracy. Disclosure of Invention In order to solve the problems of incomplete cost, opaque quotation process, lack of standardization and automatic management and the like in the conventional method when quoting to customers, the invention provides a quotation management method based on a product cost guiding principle, which establishes a quotation management mode of suppliers and customers on the basis of a standard product price system, the method comprises the steps of standardizing a client quotation process, defining the association relation between income items and corresponding cost items when the client quotation is carried out, integrating parameter indexes such as operation cost, non-provider quotation cost and the like, automatically calculating expected income, providing comprehensive information for decision making of quoters, calling quotation in a settlement process, and providing charging reference for payable and payable money. The invention also relates to a quotation management system based on the product cost guiding principle. The technical scheme of the invention is as follows: a quotation management method based on a product cost guiding principle comprises the following steps: S1, setting a plurality of product service options, and presetting corresponding income items and cost items for each product service option, thereby establishing a income cost architecture system; S2, obtaining a non-provider cost reference index by importing other cost financial data not derived from provider quotations into a preset cost database according to an allocation rule based on mileage allocation; S3, receiving the selection operation of a client on target product service in product service options in a provider quotation filling interface, automatically generating a cost item list corresponding to the target product service, receiving the operation of selecting a target cost item matched with the customer order business requirement from the cost item list, receiving quotation information filled by a provider aiming at the customer order business requirement in the provider quotation filling interface, associating and matching the quotation information with the selected target cost item, and generating a provider quotation; S4, receiving a selection operation of a client on a target product service in product service options in a client quotation filling interface, automatically generating a income item list corresponding to the target product service, receiving an operation of selecting a target income item matched with a client order business requirement from the income item list, matching each selected target cost item matched with the client order business requirement in a provider quotation in ass