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Known Framework Practical Exercise - Sales and Marketing System Requirements

Popularity:613 ℃/2024-07-21 01:13:33

summarize

The project is an open source , simple , lightweight inventory management system , as Known framework for practical exercises project .

  • Project code: JxcLite
  • Open source address:/known/JxcLite

functional module

1. Basic data

1.1 Data dictionary

Framework built-in module, which is used to maintain data for system drop-down options, such as product categories, units of measure, billing methods, and so on.

The columns are as follows:
Code, Name, Status, Order, Remarks

The function buttons are as follows:
Query, Add, Edit, Delete, Import

1.2 Commodity information

This module is used to unify the maintenance of the company's operation of the commodity data and its accessories, purchasing inbound and sales outbound module need to select the module data, to play the uniqueness of the data.

The columns are as follows:
Commodity Code, Commodity Name, Commodity Category, Specification, Origin, Unit of Measurement, Purchase Unit Price ($), Sales Unit Price ($), Safety Stock (can play a reminder when stock is insufficient), Remarks

The function buttons are as follows:
Query, Add, Edit, Delete, Import

1.3 Vendor management

This module is used to maintain information about suppliers and their attachments, and the Purchase Order module requires the selection of data from this module.

The columns are as follows:
Supplier Name, Supplier Abbreviation, Credit Code, Contact Person, Contact Phone Number, Contact Address, Invoicing Address, Invoicing Phone Number, Account Bank, Bank Account Number, Remarks

The function buttons are as follows:
Query, Add, Edit, Delete, Import

1.4 Customer management

This module is used to maintain information about customers and their attachments, and is required to select data from this module for the Sales Shipment Order module.

The columns are as follows:
Customer Name, Customer Abbreviation, Credit Code, Contact Person, Contact Phone Number, Contact Address, Invoicing Address, Invoicing Phone Number, Account Bank, Bank Account Number, Remarks

The function buttons are as follows:
Query, Add, Edit, Delete, Import

2. Incoming goods management

2.1 Purchase orders

This module is used to maintain the purchase purchase order, purchase details data and its attached information, is a commonly used module.

The header fields of the table are as follows:
Purchase order number, document status (temporary storage, submitted), date of purchase, supplier, contract number, invoice number, logistics company, logistics order number, total amount (yuan), settlement method (cash, reconciliation), remarks

The breakdown columns are as follows:
Serial number, commodity code (selected from the commodity information database, which automatically brings out the name category specification unit), commodity name, commodity category, specification model, origin, unit of measurement, quantity, unit price (yuan), amount (yuan), remarks

The function buttons are as follows:
Query, add, edit, delete, copy (similar to the purchase of goods can be directly copied on the last purchase of documents for modification, fast registration of the purchase order), return (the whole single return)
Staging, submission (no editing or deletion after submission)

2.2 Purchase return orders

This module is used to maintain return order information.

The columns are as follows:
Return form number, document status, return date, purchase order number, supplier, contract number, invoice number, logistics company, logistics order number, total amount (yuan), remarks (reason for return)

The function buttons are as follows:
Query, edit, delete (deletion is unrecoverable)

3. Sales management

3.1 Sales invoices

This module is used to maintain sales shipment orders, detail data and attachment information and is a commonly used module.

The header fields of the table are as follows:
Sales order number, document status (temporary storage, submitted), date of sale, customer, contract number, invoice number, logistics company, logistics order number, total amount (yuan), settlement method (cash, reconciliation), notes

The breakdown columns are as follows:
Serial number, commodity code (selected from the commodity information database, which automatically brings out the name category specification unit), commodity name, commodity category, specification model, origin, unit of measurement, quantity, unit price (yuan), amount (yuan), remarks

The function buttons are as follows:
Query, add, edit, delete, copy (similar to the purchase of goods can be directly copied on the last sale of documents for modification, fast registration of sales orders), return (the entire single return)
Staging, submission (no editing or deletion after submission)

3.2 Sales returns

This module is used to maintain sales return order information.

The columns are as follows:
Return form number, document status, return date, sales order number, customer, contract number, invoice number, logistics company, logistics order number, total amount (yuan), remarks (reason for return)

The function buttons are as follows:
Query, edit, delete (deletion is unrecoverable)

4. Inventory management

4.1 Commodity inventory tables

The module can query the inventory of commodity information, as well as below the safety stock of goods to red warning alert.

The columns are as follows:
Commodity Code, Commodity Name, Commodity Category, Specification, Place of Origin, Unit of Measurement, Safety Stock, Incoming Quantity, Incoming and Returning Quantity, Outgoing Quantity, Outgoing and Returning Quantity, Current Inventory

The function buttons are as follows:
Query, export

5. Financial management

5.1 Customer statements

This module is used to maintain customer statements and their reconciliation detail information.

The header fields of the table are as follows:
Statement number, document status (suspense, reconciled, invoiced, paid back), date of reconciliation, customer, date of operation, contract number, invoice number, total amount ($), remarks

The table body columns are as follows:
Type (sale, return), sale/return order number, document status, sale/return date, contract number, invoice number, logistics company, logistics order number, total amount (yuan), settlement method (reconciliation), remarks

The function buttons are as follows:
Query, Add, Edit, Delete, Confirm, Invoicing, Payback

5.2 Vendor statements

This module is used to maintain vendor statements and their reconciliation detail information.

The header fields of the table are as follows:
Reconciliation number, document status (suspense, reconciled, invoiced, paid back), date of reconciliation, vendor, date of operation, contract number, invoice number, total amount ($), remarks

The table body columns are as follows:
Type (purchase, return), purchase/return order number, document status, purchase/return date, contract number, invoice number, logistics company, logistics order number, total amount (yuan), settlement method (reconciliation), remarks

The function buttons are as follows:
Query, Add, Edit, Delete, Confirm, Invoicing, Payback

6. Statistical statements

6.1 Breakdown of purchases

The module query displays a breakdown of the purchase order and its detailed combinations.

The columns are as follows:
Purchase Order No., Document Status, Date of Purchase, Supplier, Contract No., Invoice No., Logistics Company, Logistics Order No., Header Remarks, Serial No., Commodity Code, Commodity Name, Commodity Category, Specification Model, Place of Origin, Unit of Measurement, Quantity, Unit Price ($), Amount ($), Commodity Remarks

The function buttons are as follows:
Query, export

6.2 Breakdown of imports and exports

This module query displays a breakdown of the purchase and return orders and their detailed combinations.

The columns are as follows:
Return Form No., Document Status, Return Date, Supplier, Contract No., Invoice No., Logistics Company, Logistics Order No., Header Remarks, Serial No., Commodity Code, Commodity Name, Commodity Category, Specification No., Place of Origin, Unit of Measurement, Quantity, Unit Price ($), Amount ($), Commodity Remarks

The function buttons are as follows:
Query, export

6.3 Breakdown of sales

This module query displays a breakdown of the sales order and its detailed combinations.

The columns are as follows:
Sales Order No., Document Status, Sales Date, Customer, Contract No., Invoice No., Logistics Company, Logistics Order No., Header Remarks, Serial No., Commodity Code, Commodity Name, Commodity Category, Specification No., Place of Origin, Unit of Measurement, Quantity, Unit Price ($), Amount ($), Commodity Remarks

The function buttons are as follows:
Query, export

6.4 Breakdown of sales and returns

This module query displays a detailed list of pin return orders and their detailed combinations.

The columns are as follows:
Return form number, document status, return date, customer, contract number, invoice number, logistics company, logistics order number, header notes, serial number, commodity code, commodity name, commodity category, specification, origin, unit of measure, quantity, unit price (yuan), amount (yuan), commodity notes

The function buttons are as follows:
Query, export

6.5 Commodity income statement

The module statistical query time period merchandise sales profit table, sales profit = the total price of goods sold - the total price of goods purchased.

The columns are as follows:
Commodity Code, Commodity Name, Commodity Category, Specification Model, Place of Origin, Unit of Measurement, Amount of Incoming Goods (yuan), Amount of Outgoing Goods (yuan), Profit on Sales (yuan)

The function buttons are as follows:
Query, export

7. Systems management

7.1 About the system

The framework has a built-in module, which is used to change the unit name, system name, and user default password.

The columns are as follows:
Unit code (read-only), unit name, system name, user default password (default password when adding a new system account), product ID (read-only), product serial number (read-only), product expiration date (read-only)

The function buttons are as follows:
save (a file etc) (computing)

7.2 Role Management

Framework built-in module, which is used to manage system user roles and their corresponding menu, button, and list field functionality permissions.

The columns are as follows:
Name, Status, Remarks

The function buttons are as follows:
Query, Add, Edit, Delete, Permissions (permissions to add modules and buttons to roles)

7.3 User management

Framework built-in module, the module is used to maintain the system user account and its role information, new accounts, start and stop accounts.

The columns are as follows:
User name (i.e. login account, password defaults to the default password configured in the system settings), name, English name, gender, landline, cell phone, email, status, notes

The function buttons are as follows:
Query, Add, Edit, Delete, Role (add a role to a user, one person can have more than one role), Reset Password (user can reset the password to the initial password after forgetting it), Enable, Disable

7.4 System logs

Framework built-in module, the module is used to query the system user operation log information, such as login, modify business data.

The columns are as follows:
Operator, operation time, log type, log object, log content

The function buttons are as follows:
consult (a document etc)