目 录
基本描述.................................................................................................................5
系统入口.....................................................................................................................5
登录账户.....................................................................................................................5
系统帮助.....................................................................................................................6
修改密码.....................................................................................................................6
退出系统.....................................................................................................................6
系统菜单.....................................................................................................................6
客户管理.................................................................................................................8
客户列表.....................................................................................................................8
新客户列表...............................................................................................................11
收货单位列表...........................................................................................................12
已定级客户...............................................................................................................12
区域用户察看...........................................................................................................13
销售任务管理.......................................................................................................14
销售任务录入...........................................................................................................14
销售任务提交...........................................................................................................15
销售任务审批列表...................................................................................................15
销售任务明晰...........................................................................................................16
销售合同管理.......................................................................................................16
合同录入...................................................................................................................16
合同提交...................................................................................................................18
合同处理...................................................................................................................19
出省站合同下载.......................................................................................................21
合同缺省条款...........................................................................................................22
交易市场下载...........................................................................................................22
业务代理人 为了能让合同审批不被其他因素干扰，可以及时审批合同，可
使用此功能为审批人分配代理人。此功能只支持 3 级向内单线代理..................23
到期合同查看...........................................................................................................23
业务数据统计分析分析.......................................................................................24
销售合同查看...........................................................................................................24
同流向合同查询.......................................................................................................26
同客户合同查询.......................................................................................................27
自由统计...................................................................................................................28
客户行业统计...........................................................................................................30
客户级别统计...........................................................................................................31
5.6 大客户列表.........................................................................................................31
5.8 已定级客户统计.................................................................................................32
5.9 已定级客户签订量.............................................................................................32
5．9．1 销售合同数据分析图................................................................................33
