[{"data":1,"prerenderedAt":2420},["ShallowReactive",2],{"doc-list":3},[4,302,574,801,1056,1299,1590,1807,2027,2232],{"id":5,"title":6,"body":7,"description":291,"extension":292,"meta":293,"navigation":294,"order":295,"path":296,"publishedAt":297,"seo":298,"stem":299,"tags":300,"__hash__":301},"docs\u002Fzh\u002Fdocs\u002Fquick-start.md","快速开始",{"type":8,"value":9,"toc":281},"minimark",[10,13,22,27,30,58,68,72,79,106,109,176,180,210,214,231,235,241,247,257,260],[11,12,6],"h1",{"id":6},[14,15,16,17,21],"p",{},"车辆销售管理系统的上手目标是：",[18,19,20],"strong",{},"当天开通，当天跑通第一笔「采购 → 入库 → 销售 → 出库 → 收款」的完整闭环","。下面按真实实施顺序说明每一步要做什么。",[23,24,26],"h2",{"id":25},"一开通与初始化","一、开通与初始化",[14,28,29],{},"管理员收到开通邮件后，按以下顺序完成初始化：",[31,32,33,40,46,52],"ol",{},[34,35,36,39],"li",{},[18,37,38],{},"登录后台","：使用邮件中的初始账号登录，首次登录强制修改密码。",[34,41,42,45],{},[18,43,44],{},"创建组织","：在「组织管理」中建立公司主体与下属门店结构。多门店连锁建议按「集团 → 区域 → 门店」三级建立，后续的数据可见性、审批流都依赖这棵树。",[34,47,48,51],{},[18,49,50],{},"导入员工","：支持 Excel 批量导入姓名、手机号、所属组织。导入后逐个分配角色，避免先给大权限再回收。",[34,53,54,57],{},[18,55,56],{},"配置仓库","：每家门店至少建一个主仓；如有在途车或寄存车，单独建「在途仓」「寄存仓」便于核算。",[59,60,61],"blockquote",{},[14,62,63,64,67],{},"初始化阶段最容易被忽略的是",[18,65,66],{},"仓库归属","：仓库挂在哪个组织下，决定了谁能看到这些车。挂错会导致业务员看不到库存。",[23,69,71],{"id":70},"二建立车型库与车辆档案","二、建立车型库与车辆档案",[14,73,74,75,78],{},"车辆是所有单据的数据源，建议",[18,76,77],{},"先建档案、再做单据","。",[80,81,82,88,94,100],"ul",{},[34,83,84,87],{},[18,85,86],{},"车型库","：统一维护品牌、车型、配置、年款与指导价。同一配置建议只建一条车型，避免重复。",[34,89,90,93],{},[18,91,92],{},"车辆档案","：录入 VIN（车架号）、发动机号、颜色、内饰、成本价、指导价、所属仓库。",[34,95,96,99],{},[18,97,98],{},"批量导入","：新车到店时一次性导入 Excel，系统按 VIN 去重；重复 VIN 会被拦下并提示行号。",[34,101,102,105],{},[18,103,104],{},"审核与停用","：车辆支持审核后上架销售、停用于暂不可售状态（例如在修、被预订）。",[14,107,108],{},"字段建议至少录入以下关键项，后续很多报表依赖它们：",[110,111,112,128],"table",{},[113,114,115],"thead",{},[116,117,118,122,125],"tr",{},[119,120,121],"th",{},"字段",[119,123,124],{},"说明",[119,126,127],{},"缺失的影响",[129,130,131,143,154,165],"tbody",{},[116,132,133,137,140],{},[134,135,136],"td",{},"VIN",[134,138,139],{},"车辆唯一标识",[134,141,142],{},"无法去重、无法追踪单台车流转",[116,144,145,148,151],{},[134,146,147],{},"成本价",[134,149,150],{},"含税采购成本",[134,152,153],{},"毛利、毛利率报表不可用",[116,155,156,159,162],{},[134,157,158],{},"所属仓库",[134,160,161],{},"库存归属",[134,163,164],{},"库存查询与调拨逻辑失效",[116,166,167,170,173],{},[134,168,169],{},"车辆状态",[134,171,172],{},"在库 \u002F 在途 \u002F 已售 \u002F 停用",[134,174,175],{},"可售数量失真",[23,177,179],{"id":178},"三跑通第一笔采购","三、跑通第一笔采购",[31,181,182,189,196,203],{},[34,183,184,185,188],{},"新建",[18,186,187],{},"采购合同","，选择供应商，录入车辆明细与价格条款；",[34,190,191,192,195],{},"合同审核通过后生成",[18,193,194],{},"入库单","，车辆进入对应仓库；",[34,197,198,199,202],{},"如需付款，登记",[18,200,201],{},"付款申请 → 付款登记","，生成应付\u002F已付记录；",[34,204,205,206,209],{},"采购发票到票后做",[18,207,208],{},"发票登记","，应付与发票自动勾稽。",[23,211,213],{"id":212},"四跑通第一笔销售","四、跑通第一笔销售",[31,215,216,222,225,228],{},[34,217,184,218,221],{},[18,219,220],{},"销售订单","，选择客户与车辆，系统校验车辆可售状态（已售车辆不可再选）；",[34,223,224],{},"录入收款计划（定金、尾款、按揭款），生成应收明细；",[34,226,227],{},"出库时确认交车，车辆状态自动变为已售，库存同步扣减；",[34,229,230],{},"收款登记完成后，订单自动转「已完成」，计入当期业绩。",[23,232,234],{"id":233},"五常见问题","五、常见问题",[14,236,237,240],{},[18,238,239],{},"车辆已入库但业务员看不到？","\n检查仓库是否挂在当前业务员所属组织的上级或本级路径上——数据可见性按组织树向上汇总，平级组织互相不可见。",[14,242,243,246],{},[18,244,245],{},"销售订单选不到车辆？","\n车辆状态可能仍处于「停用」或在「加工\u002F维修」中，到车辆档案里改回可售即可。",[14,248,249,252,253,256],{},[18,250,251],{},"可以撤销已出库的操作吗？","\n出库后如需撤回，使用",[18,254,255],{},"出库退回","生成反向单据，系统会同步恢复库存与车辆状态，不建议直接删除原单。",[23,258,259],{"id":259},"下一步",[80,261,262,269,275],{},[34,263,264],{},[265,266,268],"a",{"href":267},"\u002Fdocs\u002Fvehicle-and-model","车辆与车型",[34,270,271],{},[265,272,274],{"href":273},"\u002Fdocs\u002Fcontract-and-order","合同与订单",[34,276,277],{},[265,278,280],{"href":279},"\u002Fdocs\u002Fwarehouse-and-logistics","仓储与物流",{"title":282,"searchDepth":283,"depth":283,"links":284},"",2,[285,286,287,288,289,290],{"id":25,"depth":283,"text":26},{"id":70,"depth":283,"text":71},{"id":178,"depth":283,"text":179},{"id":212,"depth":283,"text":213},{"id":233,"depth":283,"text":234},{"id":259,"depth":283,"text":259},"从开通账号到导入车辆档案的完整上手流程，帮你在半小时内跑通第一笔采购到销售的业务闭环。","md",{},true,1,"\u002Fzh\u002Fdocs\u002Fquick-start","2026-09-20",{"title":6,"description":291},"zh\u002Fdocs\u002Fquick-start",null,"WFdjyeYDSvO1KdtVfo_M4te0sqsJhg7ia_Q7AeBoU_o",{"id":303,"title":268,"body":304,"description":568,"extension":292,"meta":569,"navigation":294,"order":283,"path":570,"publishedAt":297,"seo":571,"stem":572,"tags":300,"__hash__":573},"docs\u002Fzh\u002Fdocs\u002Fvehicle-and-model.md",{"type":8,"value":305,"toc":560},[306,308,315,319,322,383,390,394,460,463,467,470,496,500,526,530,536,542,548,550],[11,307,268],{"id":268},[14,309,310,311,314],{},"车辆是整个系统的",[18,312,313],{},"主数据","：采购、销售、库存、物流、财务都引用同一份车辆档案。这一层建得不规范，后面所有报表都会失真。",[23,316,318],{"id":317},"一车型库怎么分层","一、车型库怎么分层",[14,320,321],{},"建议按「品牌 → 车系 → 车型 → 配置」四级维护：",[110,323,324,337],{},[113,325,326],{},[116,327,328,331,334],{},[119,329,330],{},"层级",[119,332,333],{},"举例",[119,335,336],{},"作用",[129,338,339,350,361,372],{},[116,340,341,344,347],{},[134,342,343],{},"品牌",[134,345,346],{},"一汽大众",[134,348,349],{},"统计口径、厂商政策归集",[116,351,352,355,358],{},[134,353,354],{},"车系",[134,356,357],{},"迈腾",[134,359,360],{},"市场分析与对标定价",[116,362,363,366,369],{},[134,364,365],{},"车型",[134,367,368],{},"2026 款 330TSI",[134,370,371],{},"指导价、年款差异",[116,373,374,377,380],{},[134,375,376],{},"配置",[134,378,379],{},"豪华型 \u002F 尊贵型",[134,381,382],{},"选装、颜色、内饰差异",[14,384,385,386,389],{},"同一车型同一配置",[18,387,388],{},"只建一条记录","。重复建车型是库存数据混乱的第一大原因：同一批车会出现在两个车型下，可售数量永远算不准。",[23,391,393],{"id":392},"二车辆档案的必填字段","二、车辆档案的必填字段",[110,395,396,407],{},[113,397,398],{},[116,399,400,402,404],{},[119,401,121],{},[119,403,124],{},[119,405,406],{},"为什么必填",[129,408,409,419,428,438,449],{},[116,410,411,413,416],{},[134,412,136],{},[134,414,415],{},"车架号，17 位",[134,417,418],{},"唯一性校验依据，也是后续追溯的关键",[116,420,421,423,425],{},[134,422,158],{},[134,424,161],{},[134,426,427],{},"决定谁能看到这台车",[116,429,430,432,435],{},[134,431,169],{},[134,433,434],{},"在库 \u002F 预订 \u002F 在修 \u002F 在途 \u002F 停用 \u002F 已售",[134,436,437],{},"可售数量的计算基础",[116,439,440,443,446],{},[134,441,442],{},"采购成本",[134,444,445],{},"含税入库成本",[134,447,448],{},"毛利、毛利率的唯一来源",[116,450,451,454,457],{},[134,452,453],{},"指导价",[134,455,456],{},"厂商指导价",[134,458,459],{},"优惠幅度与报价审批依据",[14,461,462],{},"建议补充但不强制：发动机号、颜色、内饰、钥匙数量、入库日期、预计到店日期。",[23,464,466],{"id":465},"三批量导入与去重","三、批量导入与去重",[14,468,469],{},"新车到店通常一次几十上百台，手工录入不现实。导入时注意：",[31,471,472,478,484,490],{},[34,473,474,477],{},[18,475,476],{},"模板先校验","：用系统提供的模板，列名不要改，尤其是 VIN 必须保持文本格式（Excel 容易把纯数字 VIN 转成数字科学计数法）。",[34,479,480,483],{},[18,481,482],{},"VIN 重复直接拦","：系统按 VIN 做唯一性校验，重复的整行会被拒绝并提示行号，其余行正常导入。",[34,485,486,489],{},[18,487,488],{},"分批导入、分批核对","：建议单次不超过 500 行，导入后核对数量与金额合计再继续。",[34,491,492,495],{},[18,493,494],{},"先不填成本价也可以","：后续通过采购 invoices 补勾稽，但会延迟毛利统计。",[23,497,499],{"id":498},"四审核上架与停用","四、审核、上架与停用",[80,501,502,508,514,520],{},[34,503,504,507],{},[18,505,506],{},"待审核","：刚录入或刚导入的车不参与销售，需要主管核对证件与实车一致后审核通过。",[34,509,510,513],{},[18,511,512],{},"上架","：审核通过后自动进入可售状态，销售可以选车。",[34,515,516,519],{},[18,517,518],{},"停用","：修葺中、证件不齐、被厂家召回、暂不可售时使用；停用期间不参与可售统计，但仍在库存台账里。",[34,521,522,525],{},[18,523,524],{},"已售","：由销售出库动作触发，系统自动变更，不建议手工改状态。",[23,527,529],{"id":528},"五常见问题排查","五、常见问题排查",[14,531,532,535],{},[18,533,534],{},"业务员在销售订单里选不到某台车？","\n按顺序检查：① 车辆状态是否为在库可售；② 车辆所属仓库是否在业务员的数据可见范围内；③ 车辆是否已被其它订单预订占用。",[14,537,538,541],{},[18,539,540],{},"库存数量与财务台账不一致？","\n先看是否有未审核的出入库单据；其次检查是否存在「已出库但销售订单未完成」的在途状态。",[14,543,544,547],{},[18,545,546],{},"一台车被重复录入两次？","\n在车辆档案里按 VIN 搜索，确认后走「合并\u002F作废」流程，不要直接删除已有单据引用的记录。",[23,549,259],{"id":259},[80,551,552,556],{},[34,553,554],{},[265,555,274],{"href":273},[34,557,558],{},[265,559,280],{"href":279},{"title":282,"searchDepth":283,"depth":283,"links":561},[562,563,564,565,566,567],{"id":317,"depth":283,"text":318},{"id":392,"depth":283,"text":393},{"id":465,"depth":283,"text":466},{"id":498,"depth":283,"text":499},{"id":528,"depth":283,"text":529},{"id":259,"depth":283,"text":259},"车型库的建法、车辆档案字段规范、批量导入去重与审核停用规则，以及常见「车看得到却卖不了」的排查。",{},"\u002Fzh\u002Fdocs\u002Fvehicle-and-model",{"title":268,"description":568},"zh\u002Fdocs\u002Fvehicle-and-model","as2I1dRzUc91NvAL3Gh7i9nhbug0kfsK_wWuVjmDTgE",{"id":575,"title":274,"body":576,"description":795,"extension":292,"meta":796,"navigation":294,"order":785,"path":797,"publishedAt":297,"seo":798,"stem":799,"tags":300,"__hash__":800},"docs\u002Fzh\u002Fdocs\u002Fcontract-and-order.md",{"type":8,"value":577,"toc":780},[578,580,587,591,595,598,601,627,630,637,641,644,647,650,676,679,682,686,689,735,744,748,754,760,766,768],[11,579,274],{"id":274},[14,581,582,583,586],{},"这一个环节的目标是：",[18,584,585],{},"任何一笔车的进出，都能追溯到一份合同和一张单据","。合同与订单不是「记个账」，而是后续付款、开票、出库、结算的唯一依据。",[23,588,590],{"id":589},"一采购合同","一、采购合同",[592,593,594],"h3",{"id":594},"标准流转",[14,596,597],{},"起草 → 审核 → 生成入库单 → 登记付款 → 登记采购发票 → 结算完成",[14,599,600],{},"###录入要点",[80,602,603,609,615,621],{},[34,604,605,608],{},[18,606,607],{},"供应商","：从供应商档案选择，不要手填名称，否则后续对账无法按供应商归集。",[34,610,611,614],{},[18,612,613],{},"价格条款","：含税单价、数量、总金额，以及是否含运费、是否含服务费。",[34,616,617,620],{},[18,618,619],{},"交付条款","：交付地点（对应到仓库）、交付时间、运输责任方。",[34,622,623,626],{},[18,624,625],{},"付款方式","：一次性付款 \u002F 分期 \u002F 承兑汇票，直接决定后续应付计划。",[592,628,629],{"id":629},"与入库的关系",[14,631,632,633,636],{},"入库单由合同「一键生成」，不允许手工新建孤立入库单。好处是：",[18,634,635],{},"入库数量永远不会超过合同数量","，超交、少交一目了然。",[23,638,640],{"id":639},"二销售订单","二、销售订单",[592,642,594],{"id":643},"标准流转-1",[14,645,646],{},"新建订单 → 车辆预订锁定 → 收款计划登记 → 出库交付 → 订单完成",[592,648,649],{"id":649},"录入要点",[80,651,652,658,664,670],{},[34,653,654,657],{},[18,655,656],{},"客户","：客户档案需唯一，重复客户会造成该客户的累计购车、欠款统计失真。",[34,659,660,663],{},[18,661,662],{},"车辆","：只能选择「在库可售」的车辆，车辆被选即被占用，其它订单无法重复选。",[34,665,666,669],{},[18,667,668],{},"价格","：成交价、优惠额、置换抵扣、精品加装分项录入，避免只记总价。",[34,671,672,675],{},[18,673,674],{},"收款计划","：定金、首付款、尾款、按揭款的金额与计划日期分别登记。",[592,677,678],{"id":678},"与出库的关系",[14,680,681],{},"出库单由订单生成。交付完成后，车辆状态自动置为已售，库存同步扣减，收入进入当期统计。",[23,683,685],{"id":684},"三价格与审批控制","三、价格与审批控制",[14,687,688],{},"建议把审批规则固化到系统里，而不是靠人把关：",[110,690,691,701],{},[113,692,693],{},[116,694,695,698],{},[119,696,697],{},"场景",[119,699,700],{},"建议控制方式",[129,702,703,711,719,727],{},[116,704,705,708],{},[134,706,707],{},"低于最低限价",[134,709,710],{},"触发审批流，由销售经理或总经理放行",[116,712,713,716],{},[134,714,715],{},"优惠额超过阈值",[134,717,718],{},"分级审批，优惠越大层级越高",[116,720,721,724],{},[134,722,723],{},"变更已锁定订单",[134,725,726],{},"记录变更原因并留痕，审批通过才生效",[116,728,729,732],{},[134,730,731],{},"作废单据",[134,733,734],{},"不允许物理删除，作废后保留并可追溯",[59,736,737],{},[14,738,739,740,743],{},"经验：单据",[18,741,742],{},"一旦参与过收款或出库，就不允许修改金额","，只能作废重开。这条规则能省掉月底大量的对账时间。",[23,745,747],{"id":746},"四常见风险点","四、常见风险点",[14,749,750,753],{},[18,751,752],{},"合同金额与实收不一致","\n多为后期变更价格未走变更流程。要求所有价格变动在订单里体现，并保留变更前后快照。",[14,755,756,759],{},[18,757,758],{},"车辆已出库但客户未付款","\n用「应收账龄」报表监控，超过约定账期自动进入催收列表。",[14,761,762,765],{},[18,763,764],{},"口头承诺写在合同外","\n销售的口头赠精品、补贴等承诺，一律要求录入订单的赠送\u002F优惠项，否则交付时必然扯皮。",[23,767,259],{"id":259},[80,769,770,774],{},[34,771,772],{},[265,773,280],{"href":279},[34,775,776],{},[265,777,779],{"href":778},"\u002Fdocs\u002Ffinance-and-invoice","财务与发票",{"title":282,"searchDepth":283,"depth":283,"links":781},[782,787,792,793,794],{"id":589,"depth":283,"text":590,"children":783},[784,786],{"id":594,"depth":785,"text":594},3,{"id":629,"depth":785,"text":629},{"id":639,"depth":283,"text":640,"children":788},[789,790,791],{"id":643,"depth":785,"text":594},{"id":649,"depth":785,"text":649},{"id":678,"depth":785,"text":678},{"id":684,"depth":283,"text":685},{"id":746,"depth":283,"text":747},{"id":259,"depth":283,"text":259},"采购合同与销售订单的标准流转、价格与审批控制、合同条款要点，以及合同到入库、订单到出库的执行闭环。",{},"\u002Fzh\u002Fdocs\u002Fcontract-and-order",{"title":274,"description":795},"zh\u002Fdocs\u002Fcontract-and-order","t7LB7wUWDUItoJz8xGTiHXOheq0-7CvdsXs-QI-ODjo",{"id":802,"title":280,"body":803,"description":1049,"extension":292,"meta":1050,"navigation":294,"order":1051,"path":1052,"publishedAt":297,"seo":1053,"stem":1054,"tags":300,"__hash__":1055},"docs\u002Fzh\u002Fdocs\u002Fwarehouse-and-logistics.md",{"type":8,"value":804,"toc":1039},[805,807,814,818,878,885,889,892,912,915,919,926,929,943,947,954,957,961,964,982,985,989,996,1010,1013,1019,1025,1027],[11,806,280],{"id":280},[14,808,809,810,813],{},"仓储环节的核心问题只有一个：",[18,811,812],{},"账上有多少台、实际有多少台、有多少在路上","——这三个数字必须随时准确。",[23,815,817],{"id":816},"一仓库怎么设","一、仓库怎么设",[110,819,820,832],{},[113,821,822],{},[116,823,824,827,830],{},[119,825,826],{},"仓库类型",[119,828,829],{},"适用",[119,831,124],{},[129,833,834,845,856,867],{},[116,835,836,839,842],{},[134,837,838],{},"主仓",[134,840,841],{},"门店展厅 \u002F 车库",[134,843,844],{},"最常用，日常销售从这里出",[116,846,847,850,853],{},[134,848,849],{},"在途仓",[134,851,852],{},"运输中的车",[134,854,855],{},"临时归属，到店后做入库转移",[116,857,858,861,864],{},[134,859,860],{},"寄存仓",[134,862,863],{},"寄卖在他处的车",[134,865,866],{},"权属仍归本方，但不占本地库容",[116,868,869,872,875],{},[134,870,871],{},"待修仓",[134,873,874],{},"整备 \u002F 维修中",[134,876,877],{},"不计入可售，完工后转回主仓",[14,879,880,881,884],{},"仓库要挂到具体组织上。",[18,882,883],{},"挂错组织是最常见的问题","：挂到顶层会导致所有人都能看到这批车，挂到平级门店会导致本店看不到自己的车。",[23,886,888],{"id":887},"二入库","二、入库",[14,890,891],{},"入库的三个来源：",[31,893,894,900,906],{},[34,895,896,899],{},[18,897,898],{},"采购入库","：由采购合同生成，自动带入车辆明细与数量。",[34,901,902,905],{},[18,903,904],{},"调拨入库","：其它门店调拨过来的车，由调拨单生成。",[34,907,908,911],{},[18,909,910],{},"退车入库","：客户退车或出库撤回，走反向单据。",[14,913,914],{},"入库时确认：实车 VIN 与单据一致、随车证件（合格证、一致性证书、钥匙数量）齐全、入库照片留存。",[23,916,918],{"id":917},"三出库","三、出库",[14,920,921,922,925],{},"出库",[18,923,924],{},"只能由销售订单生成","，不允许手工出库。这是防止「车先开走、单据后补」的关键约束。",[14,927,928],{},"出库确认清单：",[80,930,931,934,937,940],{},[34,932,933],{},"VIN 复核，必须与订单一致；",[34,935,936],{},"随车证件、钥匙、工具包清点；",[34,938,939],{},"客户签收记录（电子签收即可）；",[34,941,942],{},"生成交付单，车辆状态自动转「已售」。",[23,944,946],{"id":945},"四调拨与在途库存","四、调拨与在途库存",[14,948,949,950,953],{},"门店之间调车的流程：",[18,951,952],{},"调出单 → 运输 → 调入单","。系统会为运输中的车建立「在途」状态，计入在途仓。",[14,955,956],{},"在途库存容易被忽略，但它真实占用资金。建议每周查看一次在途清单，超过预计到达时间未确认入库的自动预警。",[23,958,960],{"id":959},"五盘点","五、盘点",[14,962,963],{},"建议至少每月一次全面盘点，日常做抽盘：",[31,965,966,973,976,979],{},[34,967,968,969,972],{},"在系统里生成",[18,970,971],{},"盘点单","（系统会冻结当前账面数量）；",[34,974,975],{},"现场逐一扫码或按 VIN 核对；",[34,977,978],{},"录入实盘数量，系统自动计算盘盈盘亏；",[34,980,981],{},"差异查明原因后经审核调整账面。",[14,983,984],{},"盘亏常见原因：出库未及时确认、调拨单未闭环、退车未入库、展车被移动但未做库位变更。",[23,986,988],{"id":987},"六物流与交付","六、物流与交付",[14,990,991,992,995],{},"物流交付的关键动作是",[18,993,994],{},"确认","：",[80,997,998,1001,1004,1007],{},[34,999,1000],{},"承运方与司机信息、运单号录入订单；",[34,1002,1003],{},"预计到达时间与实际到达时间有差异时记录原因，便于追究责任；",[34,1005,1006],{},"自提车必须留存提车人身份信息与签字确认；",[34,1008,1009],{},"交付照片建议归档，涉及外观争议时是最有效的证据。",[23,1011,1012],{"id":1012},"常见问题",[14,1014,1015,1018],{},[18,1016,1017],{},"为什么调出的车对方门店看不到？","\n调拨单需要调入方确认入库才会进入对方可用库存。提醒对方在「待入库」列表里确认。",[14,1020,1021,1024],{},[18,1022,1023],{},"盘点时账面多出来的车怎么处理？","\n先查是否有重复录入（按 VIN 搜索），再查是否有未确认的退车\u002F入库单，最后才做盘盈调整。",[23,1026,259],{"id":259},[80,1028,1029,1033],{},[34,1030,1031],{},[265,1032,779],{"href":778},[34,1034,1035],{},[265,1036,1038],{"href":1037},"\u002Fdocs\u002Fpermission-and-security","权限与安全",{"title":282,"searchDepth":283,"depth":283,"links":1040},[1041,1042,1043,1044,1045,1046,1047,1048],{"id":816,"depth":283,"text":817},{"id":887,"depth":283,"text":888},{"id":917,"depth":283,"text":918},{"id":945,"depth":283,"text":946},{"id":959,"depth":283,"text":960},{"id":987,"depth":283,"text":988},{"id":1012,"depth":283,"text":1012},{"id":259,"depth":283,"text":259},"仓库与库位设置、出入库操作、门店调拨与在途库存管理、盘点方法，以及发货交付的确认动作。",{},4,"\u002Fzh\u002Fdocs\u002Fwarehouse-and-logistics",{"title":280,"description":1049},"zh\u002Fdocs\u002Fwarehouse-and-logistics","RibSFSJvev5AJ8S3RfAz3slKviSMazz7FUE0QDJTLos",{"id":1057,"title":779,"body":1058,"description":1292,"extension":292,"meta":1293,"navigation":294,"order":1294,"path":1295,"publishedAt":297,"seo":1296,"stem":1297,"tags":300,"__hash__":1298},"docs\u002Fzh\u002Fdocs\u002Ffinance-and-invoice.md",{"type":8,"value":1059,"toc":1283},[1060,1062,1068,1072,1075,1096,1102,1106,1109,1154,1161,1165,1185,1189,1192,1202,1209,1213,1216,1248,1252,1258,1264,1270,1272],[11,1061,779],{"id":779},[14,1063,1064,1065,78],{},"业务单据做到财务这一层，目标是把「这台车赚了多少钱」算准。前提是：",[18,1066,1067],{},"收付款必须与订单\u002F合同勾稽，发票必须与应付\u002F应收勾稽",[23,1069,1071],{"id":1070},"一应收销售侧","一、应收：销售侧",[14,1073,1074],{},"销售的收款通常分几笔到位，建议按计划管理：",[31,1076,1077,1083,1090,1093],{},[34,1078,1079,1080,1082],{},"订单确认时生成",[18,1081,674],{},"（定金 \u002F 首付 \u002F 尾款 \u002F 按揭款）；",[34,1084,1085,1086,1089],{},"实际到账后做",[18,1087,1088],{},"收款登记","，选择对应计划项；",[34,1091,1092],{},"系统自动计算剩余应收与账龄；",[34,1094,1095],{},"按揭放款延迟自动进入催收列表。",[14,1097,1098,1101],{},[18,1099,1100],{},"关键动作","：每笔收款都要关联到具体订单。「收到一笔钱，不知道是哪台车的」是年末对账噩梦的开始。",[23,1103,1105],{"id":1104},"二应付采购侧","二、应付：采购侧",[14,1107,1108],{},"采购侧同理，按月终与供应商对账：",[110,1110,1111,1121],{},[113,1112,1113],{},[116,1114,1115,1118],{},[119,1116,1117],{},"环节",[119,1119,1120],{},"系统动作",[129,1122,1123,1131,1139,1147],{},[116,1124,1125,1128],{},[134,1126,1127],{},"合同签署",[134,1129,1130],{},"生成应付计划",[116,1132,1133,1136],{},[134,1134,1135],{},"付款申请",[134,1137,1138],{},"关联合同与发票状态",[116,1140,1141,1144],{},[134,1142,1143],{},"付款登记",[134,1145,1146],{},"核减应付余额",[116,1148,1149,1151],{},[134,1150,208],{},[134,1152,1153],{},"应付与发票自动勾稽",[14,1155,1156,1157,1160],{},"建议规则：",[18,1158,1159],{},"无发票不付款","（或按合同约定的预付比例例外），避免票款不一致导致税务风险。",[23,1162,1164],{"id":1163},"三发票管理","三、发票管理",[80,1166,1167,1173,1179],{},[34,1168,1169,1172],{},[18,1170,1171],{},"进项","（采购）：发票到票后登记，与对应采购合同、入库单三单匹配。",[34,1174,1175,1178],{},[18,1176,1177],{},"销项","（销售）：客户需要开票时从销售订单生成开票申请，开票后回填发票号。",[34,1180,1181,1184],{},[18,1182,1183],{},"红冲","：退票、退车要走红冲流程，不建议直接删除记录。",[23,1186,1188],{"id":1187},"四毛利怎么算才算得准","四、毛利怎么算才算得准",[14,1190,1191],{},"单台车毛利的构成远比「卖价减买价」复杂：",[1193,1194,1199],"pre",{"className":1195,"code":1197,"language":1198},[1196],"language-text","毛利 = 成交价\n     - 采购成本（含税入库成本）\n     - 优惠与赠送折算\n     - 整备 \u002F 维修成本\n     - 物流运输费用\n     + 返利（厂商返利到账后才计入）\n     + 增值业务收入（保险、金融、精品、上牌服务）\n","text",[1200,1201,1197],"code",{"__ignoreMap":282},[14,1203,1204,1205,1208],{},"系统按上面的口径自动归集，前提是这些数据来自业务单据，而不是月底手工补一张表。",[18,1206,1207],{},"手工补录必然遗漏","，尤其是赠送与整备成本。",[23,1210,1212],{"id":1211},"五月结对账的顺序","五、月结对账的顺序",[14,1214,1215],{},"建议按这个顺序走，能快速定位问题：",[31,1217,1218,1224,1230,1236,1242],{},[34,1219,1220,1223],{},[18,1221,1222],{},"收银核对","：POS\u002F银行流水 与 系统收款登记核对；",[34,1225,1226,1229],{},[18,1227,1228],{},"库存核对","：库存台账 与 财务存货数量核对；",[34,1231,1232,1235],{},[18,1233,1234],{},"往来核对","：应收汇总 与 客户余额核对；应付汇总 与 供应商余额核对；",[34,1237,1238,1241],{},[18,1239,1240],{},"发票核对","：销项汇总 与 税控开票数据核对；",[34,1243,1244,1247],{},[18,1245,1246],{},"毛利核对","：当月订单毛利 与 财务结转数据核对。",[23,1249,1251],{"id":1250},"六常见问题","六、常见问题",[14,1253,1254,1257],{},[18,1255,1256],{},"毛利率忽高忽低？","\n多半是返利入账时点不一致，或者整备成本漏记。建议把返利按「实际到账月」统一口径统计。",[14,1259,1260,1263],{},[18,1261,1262],{},"应收余额对不上？","\n检查是否有收款未登记、退款未生成负项、或尾款被拆分多笔录入。",[14,1265,1266,1269],{},[18,1267,1268],{},"发票与应付款不一致？","\n多为分批到票、分批付款导致的时间差，用供应商对账单按月确认余额即可。",[23,1271,259],{"id":259},[80,1273,1274,1278],{},[34,1275,1276],{},[265,1277,1038],{"href":1037},[34,1279,1280],{},[265,1281,6],{"href":1282},"\u002Fdocs\u002Fquick-start",{"title":282,"searchDepth":283,"depth":283,"links":1284},[1285,1286,1287,1288,1289,1290,1291],{"id":1070,"depth":283,"text":1071},{"id":1104,"depth":283,"text":1105},{"id":1163,"depth":283,"text":1164},{"id":1187,"depth":283,"text":1188},{"id":1211,"depth":283,"text":1212},{"id":1250,"depth":283,"text":1251},{"id":259,"depth":283,"text":259},"收付款登记、应收应付台账、发票勾稽、毛利统计与月结对账的完整做法，以及常见差异的处理顺序。",{},5,"\u002Fzh\u002Fdocs\u002Ffinance-and-invoice",{"title":779,"description":1292},"zh\u002Fdocs\u002Ffinance-and-invoice","ap4PG8FKKv62_ZtZ3mycp9u_Z4lbfyIqwBPbZQXCpvI",{"id":1300,"title":1038,"body":1301,"description":1583,"extension":292,"meta":1584,"navigation":294,"order":1585,"path":1586,"publishedAt":297,"seo":1587,"stem":1588,"tags":300,"__hash__":1589},"docs\u002Fzh\u002Fdocs\u002Fpermission-and-security.md",{"type":8,"value":1302,"toc":1574},[1303,1305,1312,1316,1370,1373,1377,1380,1391,1397,1401,1472,1479,1483,1503,1507,1510,1530,1537,1541,1562,1564],[11,1304,1038],{"id":1038},[14,1306,1307,1308,1311],{},"多门店、多团队共用一套系统时，权限体系要同时满足两件事：",[18,1309,1310],{},"让该看的人看到，让不该看的人看不到","，并且每一次敏感操作都能追溯。",[23,1313,1315],{"id":1314},"一三层权限模型","一、三层权限模型",[110,1317,1318,1329],{},[113,1319,1320],{},[116,1321,1322,1324,1327],{},[119,1323,330],{},[119,1325,1326],{},"控制内容",[119,1328,333],{},[129,1330,1331,1344,1357],{},[116,1332,1333,1338,1341],{},[134,1334,1335],{},[18,1336,1337],{},"组织",[134,1339,1340],{},"数据可见范围",[134,1342,1343],{},"店员只看本店，店长看本店，区域总监看全区",[116,1345,1346,1351,1354],{},[134,1347,1348],{},[18,1349,1350],{},"角色",[134,1352,1353],{},"功能权限",[134,1355,1356],{},"销售顾问、仓管、财务、系统管理员各不相同",[116,1358,1359,1364,1367],{},[134,1360,1361],{},[18,1362,1363],{},"字段\u002F动作",[134,1365,1366],{},"敏感项控制",[134,1368,1369],{},"成本价是否可见、是否可以审批超低价、是否可以作废单据",[14,1371,1372],{},"这三层的组合才是完整的权限。只配角色不配组织范围，会出现「店员看到全公司库存和成本价」的典型事故。",[23,1374,1376],{"id":1375},"二组织与可见范围","二、组织与可见范围",[14,1378,1379],{},"数据可见性按组织树向上汇总：",[80,1381,1382,1385,1388],{},[34,1383,1384],{},"上级组织人员可见本级及所有下级组织的数据；",[34,1386,1387],{},"平级组织之间默认互相不可见，需要跨组织查看走「数据可见性授权」；",[34,1389,1390],{},"兼任多家门店的人员，单独授予多组织可见范围。",[14,1392,1393,1396],{},[18,1394,1395],{},"门店之间要共享库存，正确做法是走调拨单","，而不是放开组织权限。放开权限会导致数据边界长期模糊，后期想收回极其困难。",[23,1398,1400],{"id":1399},"三角色配置建议","三、角色配置建议",[110,1402,1403,1415],{},[113,1404,1405],{},[116,1406,1407,1409,1412],{},[119,1408,1350],{},[119,1410,1411],{},"权限范围",[119,1413,1414],{},"注意点",[129,1416,1417,1428,1439,1450,1461],{},[116,1418,1419,1422,1425],{},[134,1420,1421],{},"销售顾问",[134,1423,1424],{},"本人\u002F本组的订单与客户",[134,1426,1427],{},"默认不可见成本价",[116,1429,1430,1433,1436],{},[134,1431,1432],{},"销售经理",[134,1434,1435],{},"本店全部订单、价格审批",[134,1437,1438],{},"可见本店毛利，不可修改他人已锁定订单",[116,1440,1441,1444,1447],{},[134,1442,1443],{},"仓管",[134,1445,1446],{},"出入库、调拨、盘点",[134,1448,1449],{},"不可新增\u002F作废销售订单",[116,1451,1452,1455,1458],{},[134,1453,1454],{},"财务",[134,1456,1457],{},"收付款、发票、往来",[134,1459,1460],{},"与业务单据只读关系，不可改车辆状态",[116,1462,1463,1466,1469],{},[134,1464,1465],{},"系统管理员",[134,1467,1468],{},"组织、角色、账号",[134,1470,1471],{},"建议双人共管，避免单人操作",[14,1473,1474,1475,1478],{},"配置原则：",[18,1476,1477],{},"按岗位最小够用给权限","，宁可先小后大。权限一旦放开再回收，一定会遇到「某人某个流程突然不能用了」的投诉。",[23,1480,1482],{"id":1481},"四敏感数据安全","四、敏感数据安全",[80,1484,1485,1491,1497],{},[34,1486,1487,1490],{},[18,1488,1489],{},"成本价与毛利","：按角色控制可见性。销售一线默认不可见，经理及以上可见。",[34,1492,1493,1496],{},[18,1494,1495],{},"客户联系方式","：导出、批量发送等操作需单独授权并记录操作日志。",[34,1498,1499,1502],{},[18,1500,1501],{},"国产加密算法","：涉及国产化合规的企业，字段加密请确认算法满足自身要求（SM2 \u002F SM3 \u002F SM4 系列），并在上线前做一次安全评估。",[23,1504,1506],{"id":1505},"五审计与日常检查","五、审计与日常检查",[14,1508,1509],{},"建议每月做一次权限抽查，重点看三类问题：",[31,1511,1512,1518,1524],{},[34,1513,1514,1517],{},[18,1515,1516],{},"离职人员账号未停用","：定期检查离职名单与系统账号比对；",[34,1519,1520,1523],{},[18,1521,1522],{},"权限膨胀","：长期未使用的高权限账号，降权或回收；",[34,1525,1526,1529],{},[18,1527,1528],{},"异常操作","：价格修改、单据作废、状态变更的操作日志，按人、按周导出核查。",[14,1531,1532,1533,1536],{},"所有越权访问必须在服务端校验并显式报错——",[18,1534,1535],{},"「查不到」不等于「没权限」","，静默成功会让问题长期隐藏。",[23,1538,1540],{"id":1539},"六新建账号的标准流程","六、新建账号的标准流程",[31,1542,1543,1546,1553,1556,1559],{},[34,1544,1545],{},"员工入职 → 由店长提交账号申请；",[34,1547,1548,1549,1552],{},"系统管理员创建账号并分配",[18,1550,1551],{},"组织 + 角色","；",[34,1554,1555],{},"员工首次登录强制修改密码；",[34,1557,1558],{},"涉及敏感岗位时开启二次验证（如财务、管理员）；",[34,1560,1561],{},"试用期结束或岗位变动时复核权限是否需要调整。",[23,1563,259],{"id":259},[80,1565,1566,1570],{},[34,1567,1568],{},[265,1569,6],{"href":1282},[34,1571,1572],{},[265,1573,268],{"href":267},{"title":282,"searchDepth":283,"depth":283,"links":1575},[1576,1577,1578,1579,1580,1581,1582],{"id":1314,"depth":283,"text":1315},{"id":1375,"depth":283,"text":1376},{"id":1399,"depth":283,"text":1400},{"id":1481,"depth":283,"text":1482},{"id":1505,"depth":283,"text":1506},{"id":1539,"depth":283,"text":1540},{"id":259,"depth":283,"text":259},"组织架构、角色权限、跨组织数据可见性配置与国产加密算法说明，以及日常权限审计的做法。",{},6,"\u002Fzh\u002Fdocs\u002Fpermission-and-security",{"title":1038,"description":1583},"zh\u002Fdocs\u002Fpermission-and-security","IDFLgwJHp9lcYqFosheerAP6hmWmB5kHhAQUV8ZPtUI",{"id":1591,"title":1592,"body":1593,"description":1799,"extension":292,"meta":1800,"navigation":294,"order":1801,"path":1802,"publishedAt":1803,"seo":1804,"stem":1805,"tags":300,"__hash__":1806},"docs\u002Fzh\u002Fdocs\u002Fparts-and-consignment.md","配件与代卖",{"type":8,"value":1594,"toc":1789},[1595,1597,1600,1604,1610,1669,1673,1680,1695,1701,1705,1712,1718,1721,1747,1751,1757,1763,1769,1771],[11,1596,1592],{"id":1592},[14,1598,1599],{},"配件与代卖是整车业务的两类配套场景：一个管「随车物资」，一个管「别人的车」。两者都要求账实相符、动作留痕。",[23,1601,1603],{"id":1602},"一配件中心怎么用","一、配件中心怎么用",[14,1605,1606,1607,78],{},"配件数据分四层：",[18,1608,1609],{},"分类 → 配件 → 规格（SKU）→ 流水",[110,1611,1612,1623],{},[113,1613,1614],{},[116,1615,1616,1618,1621],{},[119,1617,330],{},[119,1619,1620],{},"维护内容",[119,1622,124],{},[129,1624,1625,1636,1647,1658],{},[116,1626,1627,1630,1633],{},[134,1628,1629],{},"分类",[134,1631,1632],{},"树形结构 + 分类编码",[134,1634,1635],{},"建议按「装饰 \u002F 保养 \u002F 工具 \u002F 油液」分",[116,1637,1638,1641,1644],{},[134,1639,1640],{},"配件",[134,1642,1643],{},"配件编码、名称、所属分类",[134,1645,1646],{},"编码在租户内唯一",[116,1648,1649,1652,1655],{},[134,1650,1651],{},"规格",[134,1653,1654],{},"规格项组合、规格指纹",[134,1656,1657],{},"SKU 是库存计量单位，可用量实时计算",[116,1659,1660,1663,1666],{},[134,1661,1662],{},"流水",[134,1664,1665],{},"出入库台账",[134,1667,1668],{},"由业务动作自动写入，不手工登记",[592,1670,1672],{"id":1671},"合同配件挂在单据上不是挂在账上","合同配件：挂在单据上，不是挂在账上",[14,1674,1675,1676,1679],{},"随车赠送的装饰、保养套餐，通过",[18,1677,1678],{},"合同配件","挂到销售合同、发运单或车辆上：",[31,1681,1682,1685,1692],{},[34,1683,1684],{},"在合同配件里选择规格 SKU，录入数量与成交价；",[34,1686,1687,1688,1691],{},"名称、规格、价格做",[18,1689,1690],{},"冗余快照","，后续配件改价不影响已签合同；",[34,1693,1694],{},"领用做出库、退回做归还，流水自动回写 SKU 的已出库数量。",[14,1696,1697,1700],{},[18,1698,1699],{},"常见错误","：先把配件出库再补合同。正确顺序是先录合同配件、后做出库，否则流水找不到来源单据。",[23,1702,1704],{"id":1703},"二代卖车辆全流程","二、代卖车辆全流程",[14,1706,1707,1708,1711],{},"代卖（寄售）车辆与自有车",[18,1709,1710],{},"共用同一个库存池","，这是整套代卖管理的基础。",[1193,1713,1716],{"className":1714,"code":1715,"language":1198},[1196],"建档代卖单 ──► 录入车架号 ──► 入库（source_type = 代卖）\n                                    │\n                                    ▼\n                           统一库存池（可售口径一致）\n                                    │\n              被销售合同 \u002F 发运单关联 ──► relation_status = 已关联（禁止删除）\n                                    │\n                                    ▼\n                           出库后按台结算 ──► 结算付款\n",[1200,1717,1715],{"__ignoreMap":282},[592,1719,1720],{"id":1720},"关键规则",[80,1722,1723,1729,1735,1741],{},[34,1724,1725,1728],{},[18,1726,1727],{},"保存即生效","：代卖单无需审核，与采购入库单口径一致；",[34,1730,1731,1734],{},[18,1732,1733],{},"关联即锁定","：车辆被销售合同或发运单关联后，代卖明细与代卖单禁止删除，防止「车卖了、单据没了」；",[34,1736,1737,1740],{},[18,1738,1739],{},"结算防重","：仅「代卖来源且已出库」的车辆可进入结算，按车架号唯一约束，同一台车不能结算两次；",[34,1742,1743,1746],{},[18,1744,1745],{},"付款驱动状态","：结算单状态由付款流水决定（未付 \u002F 部分付 \u002F 已付）。",[23,1748,1750],{"id":1749},"三常见问题","三、常见问题",[14,1752,1753,1756],{},[18,1754,1755],{},"配件可用量对不上？","\n检查是否有「归还未做」或「合同配件直接删行」。删除已出库的合同配件不会冲减流水，必须走归还。",[14,1758,1759,1762],{},[18,1760,1761],{},"代卖车能删吗？","\n未被任何销售合同、发运单关联时可以删；一旦关联，系统会拒绝，这是有意的保护。",[14,1764,1765,1768],{},[18,1766,1767],{},"代卖结算找不到某台车？","\n两个条件都要满足：车辆来源必须是代卖入库，且状态已出库。自有采购车不走代卖结算。",[23,1770,259],{"id":259},[80,1772,1773,1779,1785],{},[34,1774,1775],{},[265,1776,1778],{"href":1777},"\u002Fdocs\u002Fprice-and-currency","价格与多币种",[34,1780,1781],{},[265,1782,1784],{"href":1783},"\u002Fdocs\u002Fstatistics-and-reports","统计分析与报表订阅",[34,1786,1787],{},[265,1788,268],{"href":267},{"title":282,"searchDepth":283,"depth":283,"links":1790},[1791,1794,1797,1798],{"id":1602,"depth":283,"text":1603,"children":1792},[1793],{"id":1671,"depth":785,"text":1672},{"id":1703,"depth":283,"text":1704,"children":1795},[1796],{"id":1720,"depth":785,"text":1720},{"id":1749,"depth":283,"text":1750},{"id":259,"depth":283,"text":259},"配件中心的分类、SKU、合同配件领用与出入库流水，以及代卖车辆的入池、锁定、结算与付款全流程。",{},7,"\u002Fzh\u002Fdocs\u002Fparts-and-consignment","2026-10-21",{"title":1592,"description":1799},"zh\u002Fdocs\u002Fparts-and-consignment","hiBWaaGJKWBOP276IjxVwDyBlvK_ukwTU5DpUd5NPig",{"id":1808,"title":1778,"body":1809,"description":2020,"extension":292,"meta":2021,"navigation":294,"order":2022,"path":2023,"publishedAt":1803,"seo":2024,"stem":2025,"tags":300,"__hash__":2026},"docs\u002Fzh\u002Fdocs\u002Fprice-and-currency.md",{"type":8,"value":1810,"toc":2011},[1811,1813,1820,1824,1827,1878,1881,1884,1891,1910,1914,1921,1924,1944,1948,1955,1966,1972,1976,1982,1988,1994,1996],[11,1812,1778],{"id":1778},[14,1814,1815,1816,1819],{},"价格模块只做一件事：",[18,1817,1818],{},"让每一笔报价都有据可查、可按币种汇总","。核心原则是「价格只新增版本行，不直接改金额」。",[23,1821,1823],{"id":1822},"一报价的五个维度","一、报价的五个维度",[14,1825,1826],{},"一条报价由五个维度共同确定：",[110,1828,1829,1838],{},[113,1830,1831],{},[116,1832,1833,1836],{},[119,1834,1835],{},"维度",[119,1837,124],{},[129,1839,1840,1847,1855,1863,1871],{},[116,1841,1842,1844],{},[134,1843,365],{},[134,1845,1846],{},"品牌 \u002F 车系 \u002F 车型",[116,1848,1849,1852],{},[134,1850,1851],{},"年款",[134,1853,1854],{},"同车型不同年款分别报价",[116,1856,1857,1860],{},[134,1858,1859],{},"外观",[134,1861,1862],{},"颜色",[116,1864,1865,1868],{},[134,1866,1867],{},"内饰",[134,1869,1870],{},"内饰配色",[116,1872,1873,1875],{},[134,1874,376],{},[134,1876,1877],{},"选装配置组合",[14,1879,1880],{},"五个维度组合后用「指纹」判断是否已有报价，避免同一配置重复建价。",[592,1882,1883],{"id":1883},"当前价怎么取",[14,1885,1886,1887,1890],{},"当前有效价 = 生效时间不晚于当前时间的",[18,1888,1889],{},"最新一条","。因此：",[80,1892,1893,1900,1907],{},[34,1894,1895,1896,1899],{},"改价不是覆盖旧行，而是",[18,1897,1898],{},"新增一行","并设置生效时间；",[34,1901,1902,1903,1906],{},"支持",[18,1904,1905],{},"预约未来生效","：提前录入下月价格，到期自动切换；",[34,1908,1909],{},"历史价格与调价记录永久保留，可逐项对比。",[23,1911,1913],{"id":1912},"二一价多币与加价项","二、一价多币与加价项",[14,1915,1916,1917,1920],{},"一条价格行可以挂多个币种售价（CNY \u002F USD \u002F GBP \u002F KRW \u002F JPY），",[18,1918,1919],{},"各币种分别汇总，不做汇率折算合并","——这是外币毛利准确的前提。",[14,1922,1923],{},"在此之上，还有三类加价：",[31,1925,1926,1932,1938],{},[34,1927,1928,1931],{},[18,1929,1930],{},"其他加价","：上牌费、金融服务费等自由命名项，同币种自动相加；",[34,1933,1934,1937],{},[18,1935,1936],{},"交易方式加价","：按 FOB \u002F CIF \u002F CFR \u002F EXW \u002F DAP \u002F DDP 维护，可按车型配置，也可设全局默认；",[34,1939,1940,1943],{},[18,1941,1942],{},"调价历史","：每次调价逐项记录新旧值与差额，差额 = 新值 − 旧值，逐行可追溯。",[23,1945,1947],{"id":1946},"三合同汇率与外币毛利","三、合同汇率与外币毛利",[14,1949,1950,1951,1954],{},"销售合同维护",[18,1952,1953],{},"合同汇率","，影响该合同的外币毛利：",[80,1956,1957,1960,1963],{},[34,1958,1959],{},"报价用报价币种，签约时锁定合同汇率；",[34,1961,1962],{},"收款按到账币种登记，认领时按合同汇率折算到合同口径；",[34,1964,1965],{},"统计报表中，多币种合同分别汇总，不跨币种相加。",[14,1967,1968,1971],{},[18,1969,1970],{},"注意","：汇率只允许在合同层维护，不要在单据上随手改，否则同一合同会出现多个折算口径。",[23,1973,1975],{"id":1974},"四常见问题","四、常见问题",[14,1977,1978,1981],{},[18,1979,1980],{},"为什么改完价格，历史合同没变？","\n价格行只影响新签引用。已签合同的价格来自签约时快照，这是有意的——合同价格不应随挂牌价波动。",[14,1983,1984,1987],{},[18,1985,1986],{},"同一配置建了两条报价怎么办？","\n系统按五维指纹判重；若因维度填写不一致导致重复，停用其中一条即可，不影响已引用单据。",[14,1989,1990,1993],{},[18,1991,1992],{},"贸易条款加价对不上？","\n检查是否混淆了「按车型」与「全局默认」：车型级优先，未配置车型回退全局默认值。",[23,1995,259],{"id":259},[80,1997,1998,2002,2007],{},[34,1999,2000],{},[265,2001,1784],{"href":1783},[34,2003,2004],{},[265,2005,1592],{"href":2006},"\u002Fdocs\u002Fparts-and-consignment",[34,2008,2009],{},[265,2010,779],{"href":778},{"title":282,"searchDepth":283,"depth":283,"links":2012},[2013,2016,2017,2018,2019],{"id":1822,"depth":283,"text":1823,"children":2014},[2015],{"id":1883,"depth":785,"text":1883},{"id":1912,"depth":283,"text":1913},{"id":1946,"depth":283,"text":1947},{"id":1974,"depth":283,"text":1975},{"id":259,"depth":283,"text":259},"五维报价维护、一价多币、加价面板与调价历史，以及 FOB \u002F CIF 等贸易条款加价与合同汇率对外币毛利的影响。",{},8,"\u002Fzh\u002Fdocs\u002Fprice-and-currency",{"title":1778,"description":2020},"zh\u002Fdocs\u002Fprice-and-currency","d8XnCkSu1yLOW6mGfKJ0XZGQWryQp0leb1kZLMB8JUs",{"id":2028,"title":1784,"body":2029,"description":2225,"extension":292,"meta":2226,"navigation":294,"order":2227,"path":2228,"publishedAt":1803,"seo":2229,"stem":2230,"tags":300,"__hash__":2231},"docs\u002Fzh\u002Fdocs\u002Fstatistics-and-reports.md",{"type":8,"value":2030,"toc":2217},[2031,2033,2036,2040,2122,2129,2133,2150,2154,2161,2165,2179,2181,2187,2193,2199,2201],[11,2032,1784],{"id":1784},[14,2034,2035],{},"统计模块不做「另一套账」——所有数字都从业务单据实时聚合，改一个单据，报表立刻变。",[23,2037,2039],{"id":2038},"一五个统计域看什么","一、五个统计域看什么",[110,2041,2042,2055],{},[113,2043,2044],{},[116,2045,2046,2049,2052],{},[119,2047,2048],{},"域",[119,2050,2051],{},"回答的问题",[119,2053,2054],{},"核心指标",[129,2056,2057,2068,2083,2094,2108],{},[116,2058,2059,2062,2065],{},[134,2060,2061],{},"经营概览",[134,2063,2064],{},"现在整体怎么样",[134,2066,2067],{},"合同额、已收已付、库存台数、待办与预警",[116,2069,2070,2073,2076],{},[134,2071,2072],{},"采购统计",[134,2074,2075],{},"钱花到哪了",[134,2077,2078,2079,2082],{},"采购额、已付待付、",[18,2080,2081],{},"应付账龄","、供应商排行",[116,2084,2085,2088,2091],{},[134,2086,2087],{},"销售统计",[134,2089,2090],{},"车卖给谁了",[134,2092,2093],{},"销售额、客户 \u002F 车型 \u002F 业务员排行、退车率",[116,2095,2096,2099,2102],{},[134,2097,2098],{},"财务统计",[134,2100,2101],{},"资金健康吗",[134,2103,2104,2107],{},[18,2105,2106],{},"应收账龄","、现金流、开票、利润",[116,2109,2110,2113,2116],{},[134,2111,2112],{},"交付统计",[134,2114,2115],{},"车交得快不快",[134,2117,2118,2121],{},[18,2119,2120],{},"交付漏斗","、时效、仓库物流异常",[14,2123,2124,2125,2128],{},"看数顺序建议：",[18,2126,2127],{},"经营概览 → 应收账龄 → 交付漏斗","。这三个能覆盖 80% 的经营问题。",[23,2130,2132],{"id":2131},"二账龄与漏斗的口径","二、账龄与漏斗的口径",[80,2134,2135,2140,2145],{},[34,2136,2137,2139],{},[18,2138,2081],{},"：合同金额 − 累计付款 + 累计退款，按合同签订日计算账龄分段；",[34,2141,2142,2144],{},[18,2143,2106],{},"：合同应收 − 已收（含认领与定金），退车款累减应收；",[34,2146,2147,2149],{},[18,2148,2120],{},"：签约 → 发运 → 出库 → 签收，逐层统计转化与滞留，用于定位交付堵点。",[23,2151,2153],{"id":2152},"三毛利与多币种","三、毛利与多币种",[14,2155,2156,2157,2160],{},"毛利按合同汇总：成交价 − 采购成本 − 其他费用（按分摊规则）+ 返利。多币种合同",[18,2158,2159],{},"按币种分别汇总","，报表不跨币种相加，避免汇率折算掩盖真实盈亏。",[23,2162,2164],{"id":2163},"四报表订阅与日粒度","四、报表订阅与日粒度",[80,2166,2167,2173],{},[34,2168,2169,2172],{},[18,2170,2171],{},"报表订阅","：按订阅计划定时推送报表，同一订阅同一自然日只发一次（幂等），失败可在发送日志中重发；",[34,2174,2175,2178],{},[18,2176,2177],{},"日粒度数据","：事件型指标按日落库，支持重建与双跑校验——怀疑当天数字异常时，先重建再核对，不必从头查单据。",[23,2180,234],{"id":233},[14,2182,2183,2186],{},[18,2184,2185],{},"数字和财务对不上？","\n统计按「业务单据时间」归集，财务按「记账时间」。跨月单据先对齐时间口径，再查差异。",[14,2188,2189,2192],{},[18,2190,2191],{},"订阅没收到？","\n检查订阅状态与推送日志；幂等规则下同一日重复触发只会保留一封。",[14,2194,2195,2198],{},[18,2196,2197],{},"导出受权限限制吗？","\n是。导出与列表页走同一套数据范围过滤，你看不到的数据不会出现在导出文件里。",[23,2200,259],{"id":259},[80,2202,2203,2209,2213],{},[34,2204,2205],{},[265,2206,2208],{"href":2207},"\u002Fdocs\u002Fwarning-and-todo","预警与待办",[34,2210,2211],{},[265,2212,1778],{"href":1777},[34,2214,2215],{},[265,2216,779],{"href":778},{"title":282,"searchDepth":283,"depth":283,"links":2218},[2219,2220,2221,2222,2223,2224],{"id":2038,"depth":283,"text":2039},{"id":2131,"depth":283,"text":2132},{"id":2152,"depth":283,"text":2153},{"id":2163,"depth":283,"text":2164},{"id":233,"depth":283,"text":234},{"id":259,"depth":283,"text":259},"经营、采购、销售、财务、交付五域统计的看数顺序，应收应付账龄、交付漏斗与毛利口径，以及报表订阅与日粒度数据的用法。",{},9,"\u002Fzh\u002Fdocs\u002Fstatistics-and-reports",{"title":1784,"description":2225},"zh\u002Fdocs\u002Fstatistics-and-reports","vZT4JDgiTqS0H5wGZkUZvvzXpqAtmVvI3_Sa0-08SVA",{"id":2233,"title":2208,"body":2234,"description":2413,"extension":292,"meta":2414,"navigation":294,"order":2415,"path":2416,"publishedAt":1803,"seo":2417,"stem":2418,"tags":300,"__hash__":2419},"docs\u002Fzh\u002Fdocs\u002Fwarning-and-todo.md",{"type":8,"value":2235,"toc":2404},[2236,2238,2241,2245,2248,2301,2304,2307,2325,2329,2332,2338,2349,2353,2368,2370,2376,2382,2388,2390],[11,2237,2208],{"id":2208},[14,2239,2240],{},"预警负责「发现问题」，待办负责「解决问题」，SLA 负责「逼着按时解决」。三者是一条闭环，不是三个独立功能。",[23,2242,2244],{"id":2243},"一预警规则覆盖什么","一、预警规则覆盖什么",[14,2246,2247],{},"内置 13 类规则，覆盖五个域：",[110,2249,2250,2259],{},[113,2251,2252],{},[116,2253,2254,2256],{},[119,2255,2048],{},[119,2257,2258],{},"规则举例",[129,2260,2261,2269,2277,2285,2293],{},[116,2262,2263,2266],{},[134,2264,2265],{},"资金",[134,2267,2268],{},"付款到期、应收逾期、到款未认领、订金长期未处理",[116,2270,2271,2274],{},[134,2272,2273],{},"库存",[134,2275,2276],{},"库存超期滞销、库存异常",[116,2278,2279,2282],{},[134,2280,2281],{},"物流",[134,2283,2284],{},"在途超期、单证不齐",[116,2286,2287,2290],{},[134,2288,2289],{},"单据",[134,2291,2292],{},"采购发票未收齐、销售发票未开、待审超时",[116,2294,2295,2298],{},[134,2296,2297],{},"交付与数据",[134,2299,2300],{},"交付超期、数据质量异常",[14,2302,2303],{},"每条规则可配置：扫描周期、阈值、级别、接收人、通知渠道与静默期。",[592,2305,2306],{"id":2306},"级别与渠道",[80,2308,2309,2319,2322],{},[34,2310,2311,2312,2315,2316,1552],{},"级别分 ",[18,2313,2314],{},"提示 \u002F 警告 \u002F 紧急"," 三级，",[18,2317,2318],{},"仅紧急可发短信",[34,2320,2321],{},"渠道支持站内信、邮件、短信，按接收人配置；",[34,2323,2324],{},"静默期内同一对象的重复命中只更新计数，不重复打扰。",[23,2326,2328],{"id":2327},"二从预警到待办","二、从预警到待办",[14,2330,2331],{},"预警命中后生成记录，再转为待办：",[1193,2333,2336],{"className":2334,"code":2335,"language":1198},[1196],"规则扫描 ──► 预警记录（dedupKey 去重 + 静默期）\n                  │\n                  ▼\n            待办（唯一来源：预警 \u002F 审核 \u002F 手动 \u002F 超期升级）\n                  │\n                  ▼\n        处理 \u002F 忽略 ──► 全程留痕，SLA 计时\n",[1200,2337,2335],{"__ignoreMap":282},[80,2339,2340,2343,2346],{},[34,2341,2342],{},"待办状态：待处理 \u002F 处理中 \u002F 已完成 \u002F 已忽略；",[34,2344,2345],{},"同一来源只生成一条待办（来源唯一约束），不会刷屏；",[34,2347,2348],{},"审核类待办由订单、合同提交审核时自动推送给有权限的人。",[23,2350,2352],{"id":2351},"三sla超期升级","三、SLA：超期升级",[80,2354,2355,2362,2365],{},[34,2356,2357,2358,2361],{},"超期未处理的待办自动",[18,2359,2360],{},"升级","（默认 1440 分钟，可配置），升级后级别升为紧急；",[34,2363,2364],{},"升级有次数上限（默认 3 级），到顶后不再升级但保持紧急；",[34,2366,2367],{},"时效统计按类型、负责人、组织分组，超期清单单独可查——考核用这份，不靠翻聊天记录。",[23,2369,1975],{"id":1974},[14,2371,2372,2375],{},[18,2373,2374],{},"为什么有预警没待办？","\n预警规则未配置接收人，或该规则没有注册处理逻辑（未注册的规则扫描时跳过）。",[14,2377,2378,2381],{},[18,2379,2380],{},"短信没收到？","\n只有「紧急」级别允许短信，且需在规则上显式配置短信渠道。",[14,2383,2384,2387],{},[18,2385,2386],{},"同一条预警反复出现？","\n检查静默期配置；静默期内重复命中只累加命中次数，不会生成新记录。",[23,2389,259],{"id":259},[80,2391,2392,2396,2400],{},[34,2393,2394],{},[265,2395,1784],{"href":1783},[34,2397,2398],{},[265,2399,1038],{"href":1037},[34,2401,2402],{},[265,2403,6],{"href":1282},{"title":282,"searchDepth":283,"depth":283,"links":2405},[2406,2409,2410,2411,2412],{"id":2243,"depth":283,"text":2244,"children":2407},[2408],{"id":2306,"depth":785,"text":2306},{"id":2327,"depth":283,"text":2328},{"id":2351,"depth":283,"text":2352},{"id":1974,"depth":283,"text":1975},{"id":259,"depth":283,"text":259},"13 类内置预警规则的覆盖范围与级别渠道、预警到待办的闭环机制、SLA 超期升级与处理时效统计的配置方法。",{},10,"\u002Fzh\u002Fdocs\u002Fwarning-and-todo",{"title":2208,"description":2413},"zh\u002Fdocs\u002Fwarning-and-todo","TVaofvdJmJWLt_eZ-zKCB7kaDJ-T-ktoYY_DnTLG1Bc",1792764732693]