# 客戶

客戶部門繁體中文操作手冊

# 簡介

客戶儀表板可以在“部門作業”選單下選取

[![home-crm-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/home-crm-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/home-crm-zht.png)

# 儀表板

以下是一個示例儀表板

有幾個主要部分； 供應商、報價、訂單/退貨、入庫預訂、提貨單、費用、庫存、報告、工具。

<span style="color: #ff0000;">某些部分可能由於客制化的關係不存在</span>

[![crm-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-zh.png)

# 客戶

# 簡介

下面顯示範例視窗。

本章節介紹視窗中包含的功能。

[![crm-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-customer-zht.png)

# 建立客戶

點擊客戶表右上角的“新客戶”

[![finance-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/qMsfinance-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/qMsfinance-customer-zht.png)

輸入客戶數據，然後單擊“創建”。

[![modal-new-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/modal-new-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/modal-new-customer-zht.png)

# 更新客戶

點擊客戶表右側的“更新”

[![finance-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/mpEfinance-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/mpEfinance-customer-zht.png)

更新數據，然後點擊“更新”。

[![customer-udpate-modal-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-udpate-modal-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-udpate-modal-zht.png)

# 查詢客戶

點擊客戶表右側的“查看”

[![finance-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/50hfinance-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/50hfinance-customer-zht.png)

出現客戶模態

[![receivable-customer-view-modal-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/receivable-customer-view-modal-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/receivable-customer-view-modal-zht.png)

# 客戶表現

點擊客戶表右側的“查看”

[![finance-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/KkOfinance-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/KkOfinance-customer-zht.png)

客戶績效模態出現

[![customer-performance-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-performance-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-performance-zht.png)

# 報價單

# 簡介

下面顯示範例視窗。

本章節介紹視窗中包含的功能。

[![crm-quote-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-quote-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-quote-zht.png)

# 新增報價

點擊報價表右上角的“新報價單”

[![crm-quote-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-zht.png)

輸入報價數據。 如果需要，單擊“+ 增加行列”。 完成後點擊“提交”。

[![crm-quote-modal-new-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-new-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-new-zht.png)

# 更新報價

點擊報價右側的“更新”按鈕

[![crm-quote-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/GGFcrm-quote-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/GGFcrm-quote-zht.png)

更新報價數據，然後點擊“更新”

如果需要，請單擊“+ 增加行列”

[![crm-quote-modal-update-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-update-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-update-zht.png)

# 查詢報價

點擊報價右側的“查詢”按鈕

[![crm-quote-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/mfucrm-quote-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/mfucrm-quote-zht.png)

報價模態出現

[![crm-quote-modal-view-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-view-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-view-zht.png)

# 批准報價

點擊報價右側的“批准”按鈕

[![crm-quote-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/CK7crm-quote-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/CK7crm-quote-zht.png)

當出現報價模式時，單擊“批准”或“不批准”按鈕確認

[![crm-quote-modal-approve-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-approve-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-approve-zht.png)

# 銷售單

# 簡介

下面顯示範例視窗。

本章節介紹視窗中包含的功能。

[![crm-order-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-order-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-order-zht.png)

# 建立銷售單

點擊“新輸入項”，選擇銷售單或退購單

[![crm-order-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/3HUcrm-order-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/3HUcrm-order-zht.png)

輸入銷售單/退貨單數據，點擊“提交”  
  
如果需要，請單擊“+ 添加行列”

[![so-modal-new-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-modal-new-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-modal-new-zht.png)

# 更新銷售單

點擊銷售單/退貨單右側的“更新”按鈕

[![crm-order-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/hIocrm-order-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/hIocrm-order-zht.png)

更新銷售單/退貨單數據，點擊“更新”  
  
如果需要，單擊“+ 添加行列”

[![so-update-modal-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-update-modal-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-update-modal-zht.png)

# 查詢銷售單

點擊銷售單/退貨右單側的“查詢”按鈕

[![crm-order-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/edecrm-order-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/edecrm-order-zht.png)

銷售單/退貨單模態出現

[![so-view-modal-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-view-modal-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-view-modal-zht.png)

# 保留標題

點擊銷售單/退貨單右側的“預訂”按鈕

[![crm-order-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/x2ccrm-order-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/x2ccrm-order-zht.png)

成功後，將鼠標懸停在銷售單/退貨單的標題上，會出現應收款編號

[![reserved-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/reserved-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/reserved-zht.png)

# 批准銷售單

點擊銷售單/退貨單右側的“批准”按鈕

[![crm-order-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/gQCcrm-order-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/gQCcrm-order-zht.png)

當銷售單/退貨單模態出現時，點擊“批准”或“不批准”按鈕確認

[![so-approve-modal-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-approve-modal-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-approve-modal-zht.png)

# 工單

# 簡介

下面顯示範例視窗。

本章節介紹視窗中包含的功能。

[![crm-wo-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-wo-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-wo-zht.png)

# 查詢工單

點擊工單右側的“查詢”按鈕

[![crm-wo-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/crm-wo-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/crm-wo-zht.png)

工單模態出現

[![picking-modal-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/picking-modal-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/picking-modal-zht.png)

# 發票

# 簡介

下面顯示範例視窗。

本章節介紹視窗中包含的功能。

[![crm-receivable-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-receivable-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-receivable-zht.png)

# 查詢應收帳款

點擊應收賬款右側的“查詢”按鈕

[![finance-receivable-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/tFDfinance-receivable-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/tFDfinance-receivable-zht.png)

收款模態出現

[![finance-receivable-view-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/finance-receivable-view-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/finance-receivable-view-zht.png)

# 請款

# 簡介

下面顯示範例視窗。

本章節介紹視窗中包含的功能。

[![crm-expense-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-expense-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-expense-zht.png)

# 建立請款

點擊費用表右上角的“新費用”

[![expense-new-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-zht.png)

當費用模態出現時，輸入所有信息並單擊“建立”按鈕。

如果需要，請單擊“+ 添加行列”

[![expense-new-expense-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-expense-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-expense-zht.png)

# 更新請款

點擊費用右側的“更新”按鈕

如果沒有“更新”按鈕，則費用無法更新。

[![expense-update-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-zht.png)

當費用模態出現時，更新費用數據並點擊“更新”按鈕

如果需要，請單擊“+ 添加行列”

[![expense-update-expense-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-expense-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-expense-zht.png)

# 查詢請款

點擊費用右側的“查看”按鈕

[![expense-view-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-zht.png)

費用模態出現

[![expense-view-expense-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-expense-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-expense-zht.png)

# 提交請款

點擊費用右側的“提交”按鈕

如果沒有“提交”按鈕，則無法提交費用。

[![expense-submit-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-zht.png)

當費用模態出現時，點擊“提交”按鈕確認提交

[![expense-submit-expense-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-expense-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-expense-zht.png)

# 撤銷請款

點擊費用右側的“撤銷”按鈕

如果沒有“撤銷”按鈕，費用就不能撤銷。

[![expense-retract-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-zht.png)

當費用模態出現時，點擊“撤銷”按鈕確認撤銷

[![expense-retract-expense-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-expense-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-expense-zht.png)

# 批准請款

點擊費用右側的“批准”按鈕

[![expense-approve-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-zht.png)

出現費用模態時，點擊“批准”或“不批准”按鈕確認

[![expense-approve-expense-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-expense-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-expense-zht.png)

# 庫存

# 簡介

下面顯示範例視窗。

本章節介紹視窗中包含的功能。

[![crm-inventory-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-inventory-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-inventory-zht.png)

# 庫存

點擊庫存物品右側的“查看”按鈕

[![warehouse-inventory-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/8aNwarehouse-inventory-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/8aNwarehouse-inventory-en.png)

出現該物品的庫存交易模態

[![inventory-transaction-modal-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/inventory-transaction-modal-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/inventory-transaction-modal-zht.png)

# 退貨授權

# 報表

# 簡介

下面顯示範例視窗。

本章節介紹視窗中包含的功能。

[![crm-report-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-report-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-report-zht.png)

# 工具

# 簡介

下面顯示範例視窗。

本章節介紹視窗中包含的功能。

[![crm-tool-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-tool-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-tool-zht.png)

# 銷售限制

單擊工具窗口中的“銷售限制”

[![crm-tool-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-tool-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-tool-zht.png)

選擇實體、過濾網、產品和有效性。

如果需要更多限制，請單擊“+ 增加行列”

完成後單擊“更新”。

[![crm-tool-restriction-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-tool-restriction-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-tool-restriction-zht.png)