畅想外贸业务管理系统Q5使用说明书.docx

畅想外贸业务管理系统Q5使用说明书.docx

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畅想外贸业务管理系统Q5使用说明书

1部署说明............................................................................................................................................2

1.1部署须知................................................................................................................................3

1.1.1服务器配置................................................................................................................3

1.1.2客户端配置................................................................................................................3

1.2部署平台................................................................................................................................3

1.3部署工程..............................................................................................................................10

1.4工程配置..............................................................................................................................11

1.5登录......................................................................................................................................13

1.6退出......................................................................................................................................14

2快速入门..........................................................................................................................................14

2.1窗口说明..............................................................................................................................15

2.1.1标题栏......................................................................................................................15

2.1.2控制栏......................................................................................................................15

2.1.3菜单栏......................................................................................................................15

2.1.4控制台......................................................................................................................15

2.1.5查询界面..................................................................................................................15

2.1.6编辑界面..................................................................................................................21

2.2鼠标操作..............................................................................................................................26

2.2.1单击..........................................................................................................................26

2.2.2双击..........................................................................................................................26

2.2.3拖动..........................................................................................................................27

2.2.4指向..........................................................................................................................27

2.3常用命令..............................................................................................................................27

2.3.1新建..........................................................................................................................27

2.3.2搜索..........................................................................................................................27

2.3.3删除..........................................................................................................................27

2.3.4修改..........................................................................................................................27

2.3.5关闭..........................................................................................................................27

2.3.6确认..........................................................................................................................27

2.3.7取消..........................................................................................................................27

2.4菜单命令..............................................................................................................................27

2.4.1文件..........................................................................................................................27

2.4.2功能..........................................................................................................................27

2.4.3工具..........................................................................................................................27

2.4.4窗口..........................................................................................................................27

2.4.5帮助..........................................................................................................................28

2.5工具命令..............................................................................................................................28

2.5.1查找..........................................................................................................................28

2.5.2文件夹......................................................................................................................28

2.5.3复制整条记录..........................................................................................................29

2.5.4打印..........................................................................................................................29

3系统管理..........................................................................................................................................35

35

..............................................................................................................................业务字典3.1

3.2用户管理..............................................................................................................................36

3.2.1新建组织架构..........................................................................................................36

3.2.2新建角色..................................................................................................................36

3.3日志管理..............................................................................................................................39

3.4工作流管理..........................................................................................................................39

3.5配置中心..............................................................................................................................40

3.5.1自动编码规则..........................................................................................................40

3.5.2用户自定义字段......................................................................................................40

3.5.3查询过滤设置..........................................................................................................41

3.5.4快速查询设置..........................................................................................................42

3.6数据导入导出......................................................................................................................43

3.7系统选项..............................................................................................................................44

3.7.1常规..........................................................................................................................44

3.7.2启动项......................................................................................................................44

3.8辅助功能..............................................................................................................................44

3.8.1批量导入数据..........................................................................................................45

3.9SmartSearch......................................................................................................................46

4业务流程..........................................................................................................................................47

4.1我的Q5...............................................................................................................................47

4.1.1业务示警..................................................................................................................48

4.1.2看板管理..................................................................................................................48

4.2业务流程..............................................................................................................................49

4.2.1公共客户库、业务员客户库.................................................................................50

4.2.2工厂资料..................................................................................................................54

4.2.3产品资料、产品推荐.............................................................................................54

4.2.4寄样管理、客户报价、外销合同........................................................................56

4.2.5月计划、周计划、工作日报.................................................................................59

5决策分析..........................................................................................................................................61

5.1外销员工作一览表.............................................................................................................62

5.2客户经营情况一览表.........................................................................................................62

5.3产品营销情况一览表.....................................................................................................