| | |
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| | | {"id": "sales", "name": "销售流程", "mermaid": "mermaid/02-sales-flow.mmd", "color": "#4f9cff", |
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| | | "summary": "线索转化客户 → 商机推进 → 报价(可AI识别) → 合同 BPM 审批 → 生成 ERP 销售订单并审批 → 需生产行自动建 MPS → 发货通知 → 销售出库(OQC)回写 → 开票(BPM) → 回款(先开票校验)。", |
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| | | "steps": [ |
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| | | {"stage": "获客", "action": "线索转化客户、建联系人、立项商机", "roles": ["销售内勤"]}, |
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| | | {"stage": "获客", "action": "线索转化客户、建联系人、立项商机（商机状态组/阶段选填，不选也能建单）", "roles": ["销售内勤"]}, |
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| | | {"stage": "报价", "action": "商机赢单后建报价单(AI OCR 预填)，转合同", "roles": ["销售内勤"]}, |
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| | | {"stage": "签约", "action": "合同提交 BPM 审批(可选流程定义)，通过=20", "roles": ["销售", "审批人"]}, |
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| | | {"stage": "接单", "action": "合同一键生成销售订单(XSDD)，销售订单再走 BPM；审批通过自动为 needProduction 明细创建 MPS", "roles": ["销售", "计划员"]}, |
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