# 客户关系 客户部门简体中文操作手册 # 简介 客户关系仪表板可以在“工作”选单下选取 [![home-crm-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/home-crm-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/home-crm-zh.png) # 仪表板 以下是一个示例仪表板 有几个主要部分； 客户、报价、订单/退货、工作订单、发票/信用、费用、库存、退货授权、报告、工具。 某些部分可能由于客制化的关系不存在 [![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) # 顾客 # 简介 下面显示示例视窗。 本章节介绍视窗中包含的功能。 [![crm-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-customer-zh.png) # 创建顾客 点击客户表右上角的“新客户” [![finance-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/Miufinance-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/Miufinance-customer-zh.png) 输入客户数据，然后单击“创建”。 [![modal-new-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/modal-new-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/modal-new-customer-zh.png) # 更新顾客 点击客户表右侧的“更新” [![finance-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/eqafinance-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/eqafinance-customer-zh.png) 更新数据，然后点击“更新”。 [![customer-update-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-update-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-update-modal-zh.png) # 查看顾客 点击客户表右侧的“查看” [![finance-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/s4sfinance-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/s4sfinance-customer-zh.png) 出现客户模态 [![receivable-customer-view-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/receivable-customer-view-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/receivable-customer-view-modal-zh.png) # 顾客表现 点击顾客表右侧的“查看” [![crm-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/Kyccrm-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/Kyccrm-customer-zh.png) 顾客绩效模态出现 [![customer-performance-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/WJTcustomer-performance-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/WJTcustomer-performance-zh.png) # 报价 # 简介 下面显示示例视窗。 本章节介绍视窗中包含的功能。 [![crm-quote-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-quote-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-quote-zh.png) # 创建报价 点击报价表右上角的“新报价单” [![crm-quote-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-zh.png) 输入报价数据。 如果需要，请单击“+ 添加行线”。 完成后点击“提交”。 [![crm-quote-modal-new-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-new-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-new-zh.png) # 更新报价 点击报价右侧的“更新”按钮 [![crm-quote-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/J29crm-quote-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/J29crm-quote-zh.png) 更新报价数据，然后点击“更新” 如果需要，请单击“+ 添加行线” [![crm-quote-modal-update-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-update-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-update-zh.png) # 查询报价 点击报价右侧的“查询”按钮 [![crm-quote-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/lJmcrm-quote-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/lJmcrm-quote-zh.png) 出现报价模态 [![crm-quote-modal-view-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-view-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-view-zh.png) # 批准报价 点击报价右侧的“批准”按钮 [![crm-quote-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/3aOcrm-quote-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/3aOcrm-quote-zh.png) 当出现报价模式时，单击“批准”或“駁回”按钮确认 [![crm-quote-modal-approve-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-approve-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-approve-zh.png) # 销售单 # 简介 下面显示示例视窗。 本章节介绍视窗中包含的功能。 [![crm-order-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-order-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-order-zh.png) # 创建销售单 点击“新项目”，选择销售单或退货单 [![crm-order-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/u9wcrm-order-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/u9wcrm-order-zh.png) 输入销售单/退货单数据，点击“提交” 如果需要，请单击“+ 添加行线” [![so-modal-new-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-modal-new-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-modal-new-zh.png) # 更新销售单 点击销售单/退货单右侧的“更新”按钮 [![crm-order-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/32Kcrm-order-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/32Kcrm-order-zh.png) 更新销售单/退货单数据，点击“更新” 如果需要，请单击“+ 添加行线” [![so-update-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-update-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-update-modal-zh.png) # 查询销售单 点击销售单/退货单右侧的“查询”按钮 [![crm-order-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/AF2crm-order-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/AF2crm-order-zh.png) 销售单/退货单模态出现 [![so-view-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-view-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-view-modal-zh.png) # 保留标题 点击销售单/退货单右侧的“预订”按钮 [![crm-order-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/CMvcrm-order-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/CMvcrm-order-zh.png) 成功后，将鼠标悬停在销售单/退货单的标题上，会出现应收款编号 [![reserved-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/reserved-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/reserved-zh.png) # 批准销售单 点击销售单/退货单右侧的“批准”按钮 [![crm-order-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/qs9crm-order-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/qs9crm-order-zh.png) 当销售单/退货单模态出现时，点击“批准”或“不批准”按钮确认 [![so-approve-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-approve-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-approve-modal-zh.png) # 工单 # 简介 下面显示示例视窗。 本章节介绍视窗中包含的功能。 [![crm-wo-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-wo-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-wo-zh.png) # 查询工单 点击工单右侧的“查询”按钮 [![crm-wo-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/crm-wo-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/crm-wo-zh.png) 工单模态出现 [![picking-modal-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/picking-modal-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/picking-modal-zh.png) # 发票 # 简介 下面显示示例视窗。 本章节介绍视窗中包含的功能。 [![crm-receivable-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-receivable-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-receivable-zh.png) # 查询应收款 点击应收账款右侧的“查询”按钮 [![crm-receivable-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/gWJcrm-receivable-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/gWJcrm-receivable-zh.png) 应收款模态出现 [![finance-receivable-view-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/finance-receivable-view-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/finance-receivable-view-zh.png) # 请款 # 简介 下面显示示例视窗。 本章节介绍视窗中包含的功能。 [![crm-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-expense-zh.png) # 创建请款 点击费用表右上角的“新费用” [![expense-new-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-zh.png) 当费用模态出现时，输入所有信息并单击“创建”按钮。 如果需要，请单击“+ 添加行线” [![expense-new-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-expense-zh.png) # 更新请款 点击费用右侧的“更新”按钮 如果没有“更新”按钮，则费用无法更新。 [![expense-update-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-zh.png) 当费用模态出现时，更新费用数据并点击“更新”按钮 如果需要，请单击“+ 添加行线” [![expense-update-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-expense-zh.png) # 查询请款 点击费用右侧的“查看”按钮 [![expense-view-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-zh.png) 费用模态出现 [![expense-view-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-expense-zh.png) # 提交请款 点击费用右侧的“提交”按钮 如果没有“提交”按钮，则无法提交费用。 [![expense-submit-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-zh.png) 当费用模态出现时，点击“提交”按钮确认提交 [![expense-submit-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-expense-zh.png) # 撤回请款 点击费用右侧的“撤回”按钮 如果没有“撤回”按钮，费用就不能收回。 [![expense-retract-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-zh.png) 当费用模态出现时，点击“撤回”按钮确认撤回 [![expense-retract-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-expense-zh.png) # 批准请款 点击费用右侧的“批准”按钮 [![expense-approve-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-zh.png) 出现费用模态时，点击“批准”或“驳回”按钮确认 [![expense-approve-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-expense-zh.png) # 库存 # 简介 下面显示示例视窗。 本章节介绍视窗中包含的功能。 [![crm-inventory-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-inventory-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-inventory-zh.png) # 库存 点击库存物品右侧的“查看”按钮 [![warehouse-inventory-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/BB6warehouse-inventory-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/BB6warehouse-inventory-zh.png) 出现该物品的库存交易模态 [![inventory-transaction-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/inventory-transaction-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/inventory-transaction-modal-zh.png) # 退货授权 # 报告 # 简介 下面显示示例视窗。 本章节介绍视窗中包含的功能。 [![crm-report-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-report-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-report-zh.png) # 工具 # 简介 下面显示示例视窗。 本章节介绍视窗中包含的功能。 [![crm-tool-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-tool-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-tool-zh.png) # 销售限制 单击工具窗口中的“销售限制” [![crm-tool-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-tool-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-tool-zh.png) 选择实体、滤网、产品和有效性。 如果需要更多限制，请单击“+ 添加行线” 完成后单击“更新”。 [![crm-tool-restriction-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-tool-restriction-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-tool-restriction-zh.png)