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| | | {"key": "crm", "name": "销售管理（客户关系）", "color": "#4f9cff", "tag": "CRM", "flow": "sales", |
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| | | "positioning": "销售前端：从线索到回款的客户经营", |
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| | | "problem": "客户资产沉淀、商机转化、合同审批与开票回款管控", |
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| | | "features": ["线索转化客户", "公海池与领取上限", "联系人", "商机自定义阶段", "跟进记录", "报价单(AI OCR)", "合同(BPM审批→生成销售订单)", "开票(BPM)→回款(先开票校验)", "回款计划", "销售目标", "数据权限三级(负责人/只读/读写)"], |
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| | | "features": ["线索转化客户", "公海池与领取上限", "联系人", "商机自定义阶段(状态组选填)", "跟进记录", "报价单(AI OCR)", "合同(BPM审批→生成销售订单)", "开票(BPM)→回款(先开票校验)", "回款计划", "销售目标", "数据权限三级(负责人/只读/读写)"], |
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| | | "objects": ["线索", "客户", "联系人", "商机", "报价单", "合同", "发票", "回款", "销售目标"], |
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| | | "roles": ["销售内勤", "销售经理", "财务(开票回款)"], |
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| | | "upstream": ["主数据(物料)"], "downstream": ["进销存(销售订单)", "售后(客户)", "AI(报价OCR)"], |
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| | | {"name": "客户", "module": "销售管理", "table": "crm_customer", "doc": "客户主档，公海池/锁定/成交状态，负责人数据权限", "upstream": ["线索"], "downstream": ["联系人", "商机", "报价单", "合同", "售后工单", "收款单"], "keywords": "客户 customer 公海"}, |
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| | | {"name": "线索", "module": "销售管理", "table": "crm_clue", "doc": "原始销售线索，仅一次转化为客户", "upstream": [], "downstream": ["客户"], "keywords": "线索 clue"}, |
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| | | {"name": "联系人", "module": "销售管理", "table": "crm_contact", "doc": "客户下联系人，与商机多对多", "upstream": ["客户"], "downstream": ["商机"], "keywords": "联系人 contact"}, |
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| | | {"name": "商机", "module": "销售管理", "table": "crm_business", "doc": "销售机会，DB 配置式阶段推进，结束态: 赢/输/无效", "upstream": ["客户"], "downstream": ["报价单", "合同"], "keywords": "商机 business 赢单 输单 阶段"}, |
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| | | {"name": "商机", "module": "销售管理", "table": "crm_business", "doc": "销售机会，DB 配置式阶段推进（商机状态组/阶段为选填：不选状态组也能建单，此时无默认阶段、不可变更阶段、不参与状态组统计），结束态: 赢/输/无效", "upstream": ["客户"], "downstream": ["报价单", "合同"], "keywords": "商机 business 赢单 输单 阶段 状态组"}, |
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| | | {"name": "报价单", "module": "销售管理", "table": "crm_sale_quotation", "doc": "QT编号，选 MDM 物料报价，AI OCR 录入，草稿→已转合同", "upstream": ["商机"], "downstream": ["合同"], "keywords": "报价 quotation QT"}, |
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| | | {"name": "合同", "module": "销售管理", "table": "crm_contract", "doc": "HT编号(新增/编辑均可自定义，留空则新增自动生成、编辑保持原编号)，BPM 审批(0草稿/10审批中/20通过/30驳回/40取消/50作废)，通过后可生成销售订单", "upstream": ["报价单"], "downstream": ["销售订单", "回款计划", "开票"], "keywords": "合同 contract 审批"}, |
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| | | {"name": "发票", "module": "销售管理", "table": "crm_invoice", "doc": "KP编号，BPM 审批，累计开票≤合同额，附件必传", "upstream": ["合同"], "downstream": ["回款"], "keywords": "开票 发票 invoice"}, |
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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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