<!-- If the browser does not support frames put the first topic content here --> <div class="WordSection1" style='layout-grid:15.6pt'> <p class="MsoNormal" align="center" style='text-align:center'> <span style= 'font-size:26.0pt;font-family:楷体_GB2312'>贰掌柜（小微企业版）</span></p> <p class="MsoNormal" align="center" style='text-align:center'> <span style= 'font-size:26.0pt;font-family:楷体_GB2312'>简明使用手册</span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <p class="MsoNormal" align="center" style='text-align:center'> <span lang="EN-US" style='font-size:18.0pt;font-family:楷体_GB2312' xml:lang="EN-US">[ 2017</span> <span style= 'font-size:18.0pt;font-family:楷体_GB2312'>年 <span lang="EN-US" xml:lang="EN-US">03</span> 月 <span lang="EN-US" xml:lang= "EN-US">08</span> 日<span lang="EN-US" xml:lang= "EN-US">]</span></span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <p class="MsoNormal"><span style= 'font-size:9.0pt;font-family:仿宋'>联系我们：</span></p> <p class="MsoNormal"><span style= 'font-size:9.0pt;font-family:仿宋'>客服电话：<span lang="EN-US" xml:lang= "EN-US">0371-55960625</span></span></p> <p class="MsoNormal"><span style= 'font-size:9.0pt;font-family:仿宋'>在线客服：<span lang="EN-US" xml:lang= "EN-US">QQ2449295843</span></span></p> <p class="MsoNormal"><span lang="EN-US" style= 'font-size:9.0pt;font-family:仿宋' xml:lang= "EN-US">http://www.yifangcloud.com/</span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <p class="MsoNormal"><span style= 'font-size:9.0pt;font-family:仿宋'>试用：</span></p> <p class="MsoNormal"><span lang="EN-US" style= 'font-size:9.0pt;font-family:仿宋' xml:lang= "EN-US">http://ythcs.yifangcloud.com/</span></p> <p class="MsoNormal"><span style= 'font-size:9.0pt;font-family:仿宋'>用户名：<span lang="EN-US" xml:lang= "EN-US">manager</span></span></p> <p class="MsoNormal"><span style= 'font-size:9.0pt;font-family:仿宋'>密码：<span lang="EN-US" xml:lang= "EN-US">1</span></span></p> <p class="MsoNormal"><span lang="EN-US" style= 'font-size:9.0pt;font-family:仿宋' xml:lang="EN-US"> </span></p> <p class="MsoNormal"><span lang="EN-US" style= 'font-size:9.0pt;font-family:仿宋' xml:lang="EN-US"> </span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <span lang="EN-US" style= 'font-size:10.5pt;font-family:"Calibri","sans-serif"' xml:lang= "EN-US"><br clear="all" style='page-break-before:always' /></span> <p class="MsoNormal" align="left" style='text-align:left'> <span lang="EN-US" xml:lang="EN-US"> </span></p> <p class="MsoTocHeading"><span style='font-family:宋体'>目录</span></p> <p class="MsoToc1"><span lang="EN-US" xml:lang="EN-US"><a href= "start.htm#_Toc477791711">1.<span lang="EN-US" style= 'font-family:宋体' xml:lang="EN-US"><span lang="EN-US" xml:lang= "EN-US">基础资料</span></span><span style= 'color:windowtext;display:none;text-decoration:none'>...</span> <span style= 'color:windowtext;display:none;text-decoration:none'>3</span></a></span></p> <p class="MsoToc2"><span lang="EN-US" xml:lang="EN-US"><a href= "start.htm#_Toc477791712">1.1.<span lang="EN-US" style= 'font-family:宋体' xml:lang="EN-US"><span lang="EN-US" xml:lang= "EN-US">第一步：物流公司设定</span></span><span style= 'color:windowtext;display:none;text-decoration:none'>...</span> <span style= 'color:windowtext;display:none;text-decoration:none'>3</span></a></span></p> <p class="MsoToc2"><span lang="EN-US" xml:lang="EN-US"><a href= "start.htm#_Toc477791713">1.2<span lang="EN-US" style= 'font-family:宋体' xml:lang="EN-US"><span lang="EN-US" xml:lang= "EN-US">第二步：管理客户</span></span><span style= 'color:windowtext;display:none;text-decoration:none'>...</span> <span style= 'color:windowtext;display:none;text-decoration:none'>3</span></a></span></p> <p class="MsoToc2"><span lang="EN-US" xml:lang="EN-US"><a href= "start.htm#_Toc477791714">1.3.<span lang="EN-US" style= 'font-family:宋体' xml:lang="EN-US"><span lang="EN-US" xml:lang= "EN-US">第三步：设置客户余额</span></span><span style= 'color:windowtext;display:none;text-decoration:none'>...</span> <span style= 'color:windowtext;display:none;text-decoration:none'>4</span></a></span></p> <p class="MsoToc2"><span lang="EN-US" xml:lang="EN-US"><a href= "start.htm#_Toc477791715">1.4.<span lang="EN-US" style= 'font-family:宋体' xml:lang="EN-US"><span lang="EN-US" xml:lang= "EN-US">第四步：产品分类管理</span></span><span style= 'color:windowtext;display:none;text-decoration:none'>...</span> <span style= 'color:windowtext;display:none;text-decoration:none'>4</span></a></span></p> <p class="MsoToc2"><span lang="EN-US" xml:lang="EN-US"><a href= "start.htm#_Toc477791716">1.5.<span lang="EN-US" style= 'font-family:宋体' xml:lang="EN-US"><span lang="EN-US" xml:lang= "EN-US">第五步：管理产品信息</span></span><span style= 'color:windowtext;display:none;text-decoration:none'>...</span> <span style= 'color:windowtext;display:none;text-decoration:none'>4</span></a></span></p> <p class="MsoToc1"><span lang="EN-US" xml:lang="EN-US"><a href= "start.htm#_Toc477791717">2.<span lang="EN-US" style= 'font-family:宋体' xml:lang="EN-US"><span lang="EN-US" xml:lang= "EN-US">销售订单</span></span><span style= 'color:windowtext;display:none;text-decoration:none'>...</span> <span style= 'color:windowtext;display:none;text-decoration:none'>5</span></a></span></p> <p class="MsoToc2"><span lang="EN-US" xml:lang="EN-US"><a href= "start.htm#_Toc477791718">2.1.<span lang="EN-US" style= 'font-family:宋体' xml:lang="EN-US"><span lang="EN-US" xml:lang= "EN-US">订单编辑</span></span><span style= 'color:windowtext;display:none;text-decoration:none'>...</span> <span style= 'color:windowtext;display:none;text-decoration:none'>5</span></a></span></p> <p class="MsoToc2"><span lang="EN-US" xml:lang="EN-US"><a href= "start.htm#_Toc477791719">2.2.<span lang="EN-US" style= 'font-family:宋体' xml:lang="EN-US"><span lang="EN-US" xml:lang= "EN-US">出库</span></span><span style= 'color:windowtext;display:none;text-decoration:none'>...</span> <span style= 'color:windowtext;display:none;text-decoration:none'>6</span></a></span></p> <p class="MsoToc1"><span lang="EN-US" xml:lang="EN-US"><a href= "start.htm#_Toc477791720">3.<span lang="EN-US" style= 'font-family:宋体' xml:lang="EN-US"><span lang="EN-US" xml:lang= "EN-US">销售退货</span></span><span style= 'color:windowtext;display:none;text-decoration:none'>...</span> <span style= 'color:windowtext;display:none;text-decoration:none'>6</span></a></span></p> <p class="MsoToc1"><span lang="EN-US" xml:lang="EN-US"><a href= "start.htm#_Toc477791721">4.<span lang="EN-US" style= 'font-family:宋体' xml:lang="EN-US"><span lang="EN-US" xml:lang= "EN-US">客户<span lang="EN-US" xml:lang= "EN-US">收支登记</span></span></span><span style= 'color:windowtext;display:none;text-decoration:none'>...</span> <span style= 'color:windowtext;display:none;text-decoration:none'>7</span></a></span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <span lang="EN-US" style= 'font-size:10.5pt;font-family:"Calibri","sans-serif"' xml:lang= "EN-US"><br clear="all" style='page-break-before:always' /></span> <p class="MsoNormal" align="left" style='text-align:left'> <span lang="EN-US" xml:lang="EN-US"> </span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <h1><a name="_Toc477791711"></a><a name="_Toc476819983"><span lang= "EN-US" xml:lang="EN-US">1.</span></a><span style= 'font-family:宋体'>基础资料</span></h1> <p class="1">系统正式使用前需要录入基础资料，各类资料间有一定的关联关系，因此需要按顺序来录入这些资料。</p> <h2><a name="_Toc477791712"></a><a name="_Toc476819984"><span lang= "EN-US" xml:lang="EN-US">1.1.</span></a><span style= 'font-family:宋体'>第一步：物流公司设定</span></h2> <p class="1">如果您需要给客户发货，或由物流公司代收货款，请设置物流公司。否则可以跳过本步骤。</p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"><img width="554" height="89" id="图片 1" src= "2.files/image001.png" alt="image" name="图片 1" /></span></p> <p class="MsoNormal" style='text-indent:21.0pt'><span lang="EN-US" xml:lang="EN-US"> </span></p> <h2><a name="_Toc477791713"></a><a name="_Toc476819985"><span lang= "EN-US" xml:lang="EN-US">1.2</span></a><span style= 'font-family:宋体'>第二步：管理客户</span></h2> <p class="1">系统提供有两个设置客户资料入口。</p> <p class="1">其一、提供客户信息的新增、修改和查询功能。</p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"><img width="129" height="115" id="图片 2" src= "2.files/image002.png" alt="image" name="图片 2" /></span></p> <p class="1">其二、只提供新增客户信息的功能</p> <p class="MsoNormal" style='margin-bottom:7.8pt'><span lang="EN-US" xml:lang="EN-US"><img width="402" height="103" id="图片 10" src= "2.files/image003.png" alt="image" name="图片 10" /></span></p> <p class="1"><span style='color:red'>编辑客户信息时需要设置客户默认的物流公司。 客户信息中的价格级别与产品信息中的<span lang="EN-US" xml:lang= "EN-US">T1</span>、<span lang="EN-US" xml:lang= "EN-US">T2</span>、<span lang="EN-US" xml:lang= "EN-US">T3</span>价格对应，客户订单中的默认产品价格由此决定。</span></p> <h2><a name="_Toc477791714"></a><a name="_Toc476819986"><span lang= "EN-US" xml:lang="EN-US">1.3.</span></a><span style= 'font-family:宋体'>第三步：设置客户余额</span></h2> <p class="1">使用本系统前与您有业务发生且有未结清款项的，需要设置客户余额。新客户或历史往来余额为零的无需设置。</p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"><img width="553" height="91" id="图片 15" src= "2.files/image004.png" alt="image" name="图片 15" /></span></p> <h2><a name="_Toc477791715"></a><a name="_Toc476819987"><span lang= "EN-US" xml:lang="EN-US">1.4.</span></a><span style= 'font-family:宋体'>第四步：产品分类管理</span></h2> <p class="1">系统提供两个设置产品分类的入口。</p> <p class="1">其一、“分类管理”模块（如下图），提供产品分类的新增、修改、删除和查询功能。</p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"><img width="553" height="100" id="图片 5" src= "2.files/image005.png" alt="image" name="图片 5" /></span></p> <p class="1">其二、“选择产品分类”窗体（如下图），只提供产品分类的新增功能</p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"><img width="361" height="127" id="图片 6" src= "2.files/image006.png" alt="image" name="图片 6" /></span></p> <h2><a name="_Toc477791716"></a><a name="_Toc476819988"><span lang= "EN-US" xml:lang="EN-US">1.5.</span></a><span style= 'font-family:宋体'>第五步：管理产品信息</span></h2> <p class="1">系统提供两个管理产品信息的入口。</p> <p class="1">其一、“管理产品”模块（如下图），提供产品信息的新增、修改、删除和查询功能。</p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"><img width="554" height="104" id="图片 9" src= "2.files/image007.png" alt="image" name="图片 9" /></span></p> <p class="1">其二、“选择商品”窗口（如下图），只提供产品信息的新增功能</p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"><img width="401" height="105" id="图片 11" src= "2.files/image008.png" alt="image" name="图片 11" /></span></p> <p class="1"><span style= 'color:red'>基础资料设置完成后，就可以使用系统登记有关客户出入库货物、收付款项的业务了。</span></p> <h1><a name="_Toc477791717"></a><a name="_Toc476819989"><span lang= "EN-US" xml:lang="EN-US">2.</span></a><span style= 'font-family:宋体'>销售订单</span></h1> <p class="1">销售订单信息页，可实现订单编辑、出库、收款等多项业务。</p> <h2><a name="_Toc477791718"></a><a name="_Toc476819990"><span lang= "EN-US" xml:lang="EN-US">2.1.</span></a><span style= 'font-family:宋体'>订单编辑</span></h2> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"><img width="553" height="238" id="图片 12" src= "2.files/image009.png" alt="image" name="图片 12" /></span></p> <p class="1">如图标注<span lang="EN-US" xml:lang= "EN-US">3</span>、<span lang="EN-US" xml:lang= "EN-US">4</span>、<span lang="EN-US" xml:lang= "EN-US">5</span>、<span lang="EN-US" xml:lang= "EN-US">6</span>、<span lang="EN-US" xml:lang= "EN-US">7</span>、<span lang="EN-US" xml:lang= "EN-US">8</span>处点击可以显示选择商品窗口。</p> <p class="1">如图标注<span lang="EN-US" xml:lang= "EN-US">9</span>，“保存”按钮，可以保存单据内容，但不改变单据状态，单据仍为新订单，保存后订单仍允许编辑。</p> <p class="1">如图标注<span lang="EN-US" xml:lang= "EN-US">10</span>，“保存并提交”按钮，保存单据内容，保存后单据状态改变为已处理，订单将不允许编辑。</p> <h2><a name="_Toc477791719"></a><a name="_Toc476819991"><span lang= "EN-US" xml:lang="EN-US">2.2.</span></a><span style= 'font-family:宋体'>出库</span></h2> <p class="MsoNormal" align="center" style= 'margin-top:7.8pt;text-align:center'><span lang="EN-US" xml:lang= "EN-US"><img width="553" height="238" id="图片 14" src= "2.files/image010.png" alt="image" name="图片 14" /></span></p> <p class="1">如图标注<span lang="EN-US" xml:lang= "EN-US">4</span>处填写实际收到的现金金额，然后按标注<span lang="EN-US" xml:lang= "EN-US">3</span>“出库”按钮，系统将按订单金额产生一笔客户欠款记录，按收款金额产生一笔客户收款记录。如果未填写收款金额则只产生客户欠款记录。</p> <h1><a name="_Toc477791720"></a><a name="_Toc476819992"><span lang= "EN-US" xml:lang="EN-US">3.</span></a><span style= 'font-family:宋体'>销售退货</span></h1> <p class="1"> 退货方式有两种：选择退货、整单退货。“选择退货”指选择退货产品进行退货。“整单退货”指按订单内容全部退货。</p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"><img width="553" height="85" id="图片 3" src= "2.files/image011.png" alt="image" name="图片 3" /></span></p> <p class="1">销售退货信息页，可实现退货单编辑、入库、付款等多项业务。</p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"><img width="553" height="173" id="图片 7" src= "2.files/image012.png" alt="image" name="图片 7" /></span></p> <p class="1">如图标注<span lang="EN-US" xml:lang= "EN-US">3</span>，可以添加退货商品。</p> <p class="1">如图标注<span lang="EN-US" xml:lang= "EN-US">4</span>“入库”按钮，入库后单据将不允许编辑。</p> <p class="1">如图标注<span lang="EN-US" xml:lang= "EN-US">5</span>处填写实际付款的现金金额，然后按标注<span lang="EN-US" xml:lang= "EN-US">4</span>“入库”按钮，系统将按退货单金额产生一笔欠款客户记录，按付款金额产生一笔付客户款记录。如果未填写付款金额则只产生欠客户款记录。</p> <h1><a name="_Toc477791721"></a><a name="_Toc476819993"><span lang= "EN-US" xml:lang="EN-US">4.</span></a><span style= 'font-family:宋体'>客户收支登记</span></h1> <p class="1">日常结账，收客户款项、付客户款项都应进行记录。这里也可以查询到入库、出库时产生的款项记录。</p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"><img width="553" height="107" id="图片 13" src= "2.files/image013.png" alt="image" name="图片 13" /></span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> <p class="MsoNormal"><span lang="EN-US" xml:lang= "EN-US"> </span></p> </div>
Contents
Topics
Search
1.基础资料
1.1.第一步：物流公司设定
1.2第二步：管理客户
1.3.第三步：设置客户余额
1.4.第四步：产品分类管理
1.5.第五步：管理产品信息
2.销售订单
2.1.订单编辑
2.2.出库
3.销售退货
4.客户收支登记
1.1.第一步：物流公司设定
1.2第二步：管理客户
1.3.第三步：设置客户余额
1.4.第四步：产品分类管理
1.5.第五步：管理产品信息
1.基础资料
2.1.订单编辑
2.2.出库
2.销售订单
3.销售退货
4.客户收支登记
Generated with
一方资讯
Generated with
一方资讯