CN101350080A - Product quotation method and system - Google Patents

Abstract

The invention discloses a product quotation method and a product quotation system. First, a product price inquiry table is read, wherein the product price inquiry table has a plurality of part names. Then, a material number of each part name is obtained in a material database. Then, a material list of a product model is obtained according to the material numbers. Then, a product quotation corresponding to the product inquiry table is generated according to the material detailed table and the material database.

Description

Product quotation method and system

technical field

The present invention relates to a product quotation method and system, and in particular to a product quotation method and system combining product material information.

Background technique

With economic liberalization, internationalization, and product diversification, the business scale of enterprises is becoming more and more complex. In order to improve the professional nature of each department, the division of labor within the enterprise is divided into finer details, and more departments are established. As the enterprise organization has more departments, the integrated development platform among the various departments of the enterprise is becoming more and more important.

The generation of the traditional quotation list is to only list the parts required on the customer inquiry list, and then manually input the parts prices queried through the database and add a reasonable interest rate to generate a quotation. However, this kind of quotation lacks an objective evaluation platform and material evaluation basis, and it is impossible to know the overall material potentially required by this product in detail, and there are too many unknown evaluation risks. Therefore, how to objectively evaluate products within the enterprise system to achieve operational efficiency and enhance enterprise competitiveness is indispensable.

Contents of the invention

The present invention relates to a method and system for quoting a product, which is obtained through a detailed list of materials. Further, the cost information about the product in the material database is quickly obtained according to the material schedule, so as to objectively obtain a product quotation.

According to the first aspect of the present invention, a product quotation method is proposed. First, a product inquiry form is read, wherein the product inquiry form has several part names. Then, obtain a material number of each part name in a material database. Then, a material list of a product model is obtained according to the material numbers corresponding to the items. Then, according to the material list and the material database, a product quotation corresponding to the product inquiry form is generated.

According to the second aspect of the present invention, a product quotation system is proposed, including a reading unit, a material database, a product database and a generating unit. The reading unit is used for reading a product inquiry form, wherein the product inquiry form has several part names. The material database is used to query a material number corresponding to each part name. The product database is used to query a material list of the product model according to a product model corresponding to the material numbers. The generating unit is used for generating a product quotation corresponding to the product inquiry form according to the material schedule and the material database.

In order to make the above content of the present invention more obvious and understandable, a preferred embodiment is specifically cited below, and is described in detail in conjunction with the accompanying drawings as follows:

Description of drawings

FIG. 1 shows a block diagram of a product quotation system according to a preferred embodiment of the present invention;

FIG. 2 shows a flowchart of a product quotation method according to a preferred embodiment of the present invention;

FIG. 3 is a schematic diagram illustrating a material list generated by the product quotation method in FIG. 2; and

FIG. 4 is a schematic diagram illustrating a product quotation generated by the product quotation method shown in FIG. 2 .

Detailed ways

Please refer to FIG. 1 , which shows a block diagram of a product quotation system according to a preferred embodiment of the present invention. The product quotation system 100 includes a reading unit 110 , a material database 120 , a product database 130 and a generating unit 140 . The reading unit 110 is used for reading a product inquiry form 150 , wherein the product inquiry form 150 has several part names 152 . The material database 120 is used to query the material number 122 corresponding to each part name 152 . The product database 130 is used to query a material detail table Tm of a product model corresponding to the material numbers 122 . The generating unit 140 is used for generating a product quotation 170 corresponding to the product inquiry form 150 according to the material detailed table Tm and the material database 120 .

Please refer to FIG. 1 and FIG. 2 at the same time. FIG. 2 shows a flowchart of a product quotation method according to a preferred embodiment of the present invention. First, as in step 201 , the product inquiry form 150 is read, wherein the product inquiry form 150 has several part names 152 . In this embodiment, the product inquiry form 150 is, for example, a form sent by a customer when inquiring about a product. Preferably, the product inquiry form 150 contains the part specifications of each component required by the customer for the product. In this step, the product inquiry form 150 is read through the reading unit 110 of the product quotation system 100 to know the part name 152 required on the product inquiry form 150 .

Next, as in step 202 , a material number 122 of each part name 152 is obtained in a material database 120 . In this step, a material number 122 corresponding to each part name 152 can be queried from the material database 120 . That is to say, through the material database 120 , the part names 152 provided by the customer can be converted into an internal unified material number 122 . In this way, the item-by-item problems caused by the inconsistency of the part names 152 provided by the client can be quickly resolved. In this embodiment, the material number 122 is preferably a code used by the material database 120 .

Then, please refer to FIG. 3 , which shows a schematic diagram of a material list obtained from a product database. In step 203, a material detail table Tm of a product model is obtained according to the material numbers 122 corresponding to them. In this embodiment, for example, the user first compares the material number 122 with the existing product model to obtain the same product model in the product inquiry form 150, and obtains the material list of this product model through the product database 130 Tm. In this embodiment, the material list Tm is used to record the constituent materials 162 and dependent materials 164 of the product, wherein the constituent materials 162 are, for example, the main constituent elements of the product, and the dependent materials 164 are, for example, the related components generated by the constituent materials 162 Component. For example, when the product requires a motherboard and a processor, the constituent material 162 refers to the motherboard and the processor, and the dependent material 164 refers to parts required to fix the processor on the motherboard, such as screws. In addition, the material detail table Tm has a component material quantity 162 a of the component material 162 and a dependent material quantity 164 a of each dependent material 164 . In this embodiment, the constituent material number 162n , the dependent material number 164n and the material number 122 are codes provided by the material database 120 . In the material database 120 , the component material number 162n of the same group of materials is the same as the material number 122 , and the dependent material number 164n of the same dependent material 164 is the same as the material number 122 . In addition, in this embodiment, the material detail table Tm is only a simulated form, and is not limited to the fields represented by the material detailed table Tm and the words or data recorded in the fields. In addition, the numbers of the constituent material number 162n and the dependent material number 164n also depend on the applied product, and are not limited thereto.

Next, as in step 204 , the material list Tm is converted into the product quotation 170 of the product inquiry form 150 . Please refer to FIG. 4 , which shows a schematic diagram of a product quotation generated by the product quotation method in FIG. 2 . The generating unit 140 converts the material list Tm to generate a product quotation 170 corresponding to the product inquiry form 150 . Since the component material number 162n and the component material quantity 162a of the component material 162 required in this product model have been recorded in detail in the material list Tm, the dependent material number 164n and the dependent material quantity 164a of the dependent material 164 have been recorded. Therefore, in this step, the generation unit 140 first connects the material database 120 through the material list Tm, and obtains a component material unit price of each component material 162 and a dependent material unit price of each dependent material 164 through the material database 120 .

The generating unit 140 also obtains the required part name 152 according to the material number 122 of the required part name 152 in the product inquiry form 150 by comparing the material number 122 with the material schedule Tm. As mentioned above, the material number 122 is the code of the material database 120, and the product quotation can be obtained through the comparison between the material number 122 and the component material number 162n and the comparison between the material number 122 and the dependent material number 164n Each part name 152 on the form 170 corresponds to the product inquiry form 150 . Therefore, the generation unit 140 can obtain the material number 122 , material quantity 172 and material unit price 174 corresponding to each part name 152 . The recording unit 146 records each part name 152 and the material quantity 172 and material unit price 174 corresponding to each part name 152 in the product quotation 170 . On the whole, through the detailed specification table Tm of the product model, the detailed specifications of the parts in the product model are clearly known, and then cross-compared with the product inquiry form 150 to find out the required material of the part name 152 The quantity 172 and the material unit price 174 are used to integrate the information required by the product quotation 170 .

Next, refer to FIG. 1 and FIG. 2 at the same time. In step 205, it is judged whether the part names 152 of the product quotation 170 all obtain the material unit price 174 or not. If yes, go directly to step 206; if not, send out a quotation prompt notification. In this embodiment, the generating unit further includes a judging unit 142 . The judging unit 142 is used to judge whether each part name 152 has obtained the material unit price 174 , and if not, generate a quotation prompt notification. In this way, it can quickly know whether there is a part name 152 that has never been purchased, and can immediately contact the manufacturer to obtain a quotation.

Then, go to step 206 and step 207 . In step 206, a customer information Ci is read, and a quotation template Tp corresponding to the customer information Ci is obtained from a quotation database 180 according to the customer information Ci. In this step, the reading unit 110 obtains the customer information Ci from the product inquiry form 150 , and obtains the quotation template Tp of the customer information Ci from the quotation database 180 .

Next, in step 207 , the quotation template Tp is applied to the product quotation 170 . The generating unit 140 applies the quotation template Tp to the product quotation 170 so that the product quotation 170 can meet the requirements of the customer.

In addition, in this embodiment, the product quotation 170 is only a simulated form, and is not limited to the fields represented by the product quotation 170 and the words or data recorded in the fields. In addition, the number m of the component names 152 also depends on the applied product, and is not limited thereto.

When the production unit 140 generates the product quotation 170, the calculation unit 144 is also used to generate a cost subtotal 176 corresponding to each of these part names 152 according to the material quantity 172 and the material unit price 174 of each part name 152 . At this time, the recording unit 146 also records the cost subtotal 176 of each of the part names 152 in the product quotation 170 .

The calculation unit 144 is also used to add up the cost subtotals 176 corresponding to the part names 152 and a profit to generate a quotation amount 178 . At this time, the recording unit 146 also records the cost subtotals 176 and profit corresponding to the part names 152 in a product quotation 170 . In this embodiment, the profit is 1.5 times as an example, and the calculation of the profit depends on the actual situation and is not limited thereto.

In the product quotation method and system disclosed in the above-mentioned embodiments of the present invention, a material list is obtained from a product database by converting the part name of the product inquiry form to the material number, and then the material number is compared with the material database to integrate the materials. Generate a product quotation based on the relevant cost information in the database. The present invention replaces manual work, can automatically and objectively and specifically evaluate product costs, and quickly and uniformly produce product quotations. In this way, the cost information of the product can be obtained quickly, thereby effectively reducing the operating cost of the enterprise and increasing the profit of the product.

To sum up, although the present invention has been disclosed above with a preferred embodiment, it is not intended to limit the present invention. Those skilled in the technical field of the present invention can make various changes and modifications without departing from the spirit and scope of the present invention. Therefore, the protection scope of the present invention should be defined by the claims.

Claims (15)

1. A product quotation method, comprising: (a) reading a product inquiry form, wherein the product inquiry form has a plurality of part names; (b) obtaining a material number for each of the part names in a material database; (c) obtaining a material list of a product model based on the material numbers; and (d) Generate a product quotation corresponding to the product inquiry form according to the material schedule and the material database. 2. The product quotation method as claimed in claim 1, wherein the material breakdown table has a plurality of component material numbers and a plurality of dependent material numbers, it is characterized in that the step (d) comprises: link the material schedule to the material database; and A component material unit price of each of the component material numbers and a dependent material unit price of each of the dependent material numbers are obtained from the material database. 3. The product quotation method according to claim 2, characterized in that the step (d) further comprises: obtaining a component material quantity for each of the component material numbers and a dependent material quantity for each of the dependent material numbers according to the material schedule; According to the component material quantity and the component material unit price of each of the component material numbers and the dependent material quantity and the dependent material unit price of each of the dependent material numbers, obtain a material quantity and a material unit price; and Record the name of each of these parts and the quantity of the material corresponding to each of the names of the parts and the unit price of the material in the product quotation. 4. The product quotation method according to claim 3, characterized in that the step (d) further comprises: generating a cost subtotal corresponding to each of the part names based on the material quantity and the material unit price for each of the part names; adding up the cost subtotals and a profit corresponding to the part names to generate a quotation amount; and Record the cost subtotal and the quotation amount of each of the part names in the product quotation. 5. The product quotation method according to claim 1, further comprising: (e) Judging whether the unit price of the material is obtained for the names of the parts in the product quotation, if not, sending a quotation notification. 6. The product quotation method according to claim 1, further comprising: (f) read a customer's information, and obtain a quotation template corresponding to the customer's information from a quotation database according to the customer's information; and (g) Apply the quotation template to the product quotation. 7. A product quotation system, comprising: A reading unit for reading a product inquiry form, wherein the product inquiry form has multiple part names; a material database for searching a material number corresponding to the names of the parts; a product database for searching a material list of a product model corresponding to the material numbers; and A generating unit is used for generating a product quotation corresponding to the product inquiry form according to the material detailed list and the material database. 8. The product quotation system according to claim 7, wherein the reading unit is further used to read the material list, wherein the material list has a plurality of component material numbers and a plurality of dependent material numbers. 9. The product quotation system as claimed in claim 8, wherein when the material list is connected to the material database, the material database is also used to obtain a component material unit price and each of the component material numbers. A unit price of a dependent material of these dependent material IDs. 10. The product quotation system as claimed in claim 9, wherein the generation unit is also based on the quantity of the component material and the unit price of the component material of each of the component material numbers and the dependency of each of the dependent material numbers The material quantity and the dependent material unit price are obtained to obtain a material quantity and a material unit price corresponding to each of the part names. 11. The product quotation system according to claim 10, wherein the generation unit further comprises: A recording unit is used to record the name of each of the parts and the quantity of the material corresponding to each of the names of the parts and the unit price of the material in the product quotation. 12. The product quotation system according to claim 11, wherein the generation unit further comprises: A calculation unit, used to generate a cost subtotal corresponding to each of the parts names based on the material quantity and the material unit price of each of the parts names, and the recording unit is also used to record each of the parts The cost of the name is subtotaled in the product quotation. 13. The product quotation system according to claim 12, wherein the calculation unit is also used to add up the cost subtotals and a profit corresponding to the part names to generate a quotation amount, and the record The unit is also used to record the subtotals of the costs corresponding to the names of the parts and the profit in the product quotation. 14. The product quotation system according to claim 7, wherein the generation unit further comprises: A judging unit is used to judge whether the unit price of the material is obtained for all the part names of the product quotation, and if not, generate a quotation prompt notification. 15. The product quotation system according to claim 7, wherein the reading unit is also used to read a customer information, and the generating unit also obtains the corresponding customer information from a quotation database according to the customer information A quotation template and apply the quotation template to the product quotation.

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