1 00:00:13,217 --> 00:00:14,117 Hello 2 00:00:14,117 --> 00:00:17,817 I’m Woojae Lee, Senior Manager of the EV Strategy Team, 3 00:00:17,817 --> 00:00:19,847 in charge of the Sales Information Management session 4 00:00:20,263 --> 00:00:21,917 It’s great to meet you 5 00:00:22,759 --> 00:00:28,297 From now on, I’ll give you an overview of sales information management, 6 00:00:28,505 --> 00:00:32,517 focusing on the product and customer aspects within the SERVEONE MRO process 7 00:00:34,527 --> 00:00:37,876 First, let’s briefly review today’s topics 8 00:00:37,876 --> 00:00:40,966 First, I’ll explain what sales information is 9 00:00:40,995 --> 00:00:45,162 and what elements it consists of 10 00:00:45,795 --> 00:00:50,216 Next, I’ll cover price information and display information, subcategories of sales information, 11 00:00:50,414 --> 00:00:54,102 and explain how they’re displayed to customers 12 00:00:54,756 --> 00:00:59,599 Third, I’ll introduce the system process 13 00:00:59,946 --> 00:01:02,290 for registering and updating sales information 14 00:01:02,766 --> 00:01:06,016 Lastly, we’ll look at the key features related to 15 00:01:06,016 --> 00:01:09,391 sales information used for specific customer customization 16 00:01:09,975 --> 00:01:14,261 Before we begin, let me briefly introduce myself 17 00:01:14,726 --> 00:01:18,738 I first joined SERVEONE in 2014 18 00:01:18,956 --> 00:01:22,421 and have been with the company for 11 full years, now in my 12th year 19 00:01:23,074 --> 00:01:26,629 Of those 12 years, I spent six years in sales 20 00:01:26,975 --> 00:01:30,104 and another six years in planning 21 00:01:30,975 --> 00:01:33,537 So, the content I’ll be sharing today 22 00:01:33,685 --> 00:01:38,629 comes directly from what I’ve learned and applied over those six years, 23 00:01:39,005 --> 00:01:42,352 which is why I feel confident about guiding you through this session 24 00:01:44,282 --> 00:01:49,074 As you can see in the photo, I’m a father of two playful sons, 25 00:01:49,470 --> 00:01:54,975 and thanks to them, I get to travel even more often 26 00:01:56,015 --> 00:01:59,332 Let’s begin the session 27 00:02:01,817 --> 00:02:07,144 First, I’ll explain the concept of sales information and its key components 28 00:02:10,114 --> 00:02:15,629 Sales information can be defined as a set of price and display information 29 00:02:15,827 --> 00:02:19,857 configured for each site and each product to facilitate sales to customers 30 00:02:22,965 --> 00:02:29,242 At SERVEONE, the information we manage is broadly divided into three categories: 31 00:02:29,242 --> 00:02:32,331 product information, price information, and display information 32 00:02:33,182 --> 00:02:37,687 Among these, all items under price information and display information 33 00:02:37,737 --> 00:02:40,361 are classified as sales information 34 00:02:41,460 --> 00:02:47,509 However, please note that within price information, the purchase information 35 00:02:47,856 --> 00:02:51,509 is excluded from sales information 36 00:02:52,816 --> 00:02:57,925 Next, let’s look at how price and display information 37 00:02:57,925 --> 00:03:02,677 are shown to customers 38 00:03:03,727 --> 00:03:06,608 Starting with price information 39 00:03:07,390 --> 00:03:10,240 The selling price displayed to customers 40 00:03:10,240 --> 00:03:13,598 is determined by applying specific conditions to a base price 41 00:03:14,628 --> 00:03:18,212 For example, 42 00:03:18,836 --> 00:03:23,291 let’s say a purchasing manager buys Product A for 1,000 KRW 43 00:03:23,638 --> 00:03:27,578 Each product category has 44 00:03:27,578 --> 00:03:29,955 a target profit margin as a guideline 45 00:03:30,984 --> 00:03:33,256 Adding this margin 46 00:03:33,414 --> 00:03:38,380 to the purchase price sets the base price 47 00:03:39,321 --> 00:03:42,621 If the margin is 10%, 48 00:03:42,720 --> 00:03:44,984 the base price becomes 1,100 KRW 49 00:03:45,915 --> 00:03:49,515 Then, the sales representative decides 50 00:03:49,515 --> 00:03:55,182 whether to apply a discount or add a markup based on the base price 51 00:03:55,628 --> 00:04:00,301 This final price becomes the selling price displayed to customers 52 00:04:01,568 --> 00:04:06,759 If they decide on a 5% markup, 53 00:04:07,492 --> 00:04:11,885 the final displayed selling price becomes 1,155 KRW 54 00:04:13,469 --> 00:04:17,420 Based on this selling price, conditions can be applied 55 00:04:18,073 --> 00:04:23,222 Conditions refer to additional rules applied to the selling price 56 00:04:23,935 --> 00:04:27,755 For example, when the customer buys a certain quantity 57 00:04:28,072 --> 00:04:31,301 we offer a discount 58 00:04:31,935 --> 00:04:35,885 Or setting a separate shipping fee for specific products 59 00:04:36,192 --> 00:04:38,529 You can put those rules 60 00:04:39,776 --> 00:04:43,626 The final selling price, after applying all these conditions, 61 00:04:43,914 --> 00:04:47,608 is what customers actually see displayed 62 00:04:49,004 --> 00:04:50,654 An important point to note is, 63 00:04:51,011 --> 00:04:54,211 for each business site, 64 00:04:54,517 --> 00:04:59,331 there can be only one selling price per product 65 00:05:02,311 --> 00:05:08,011 Next, let’s look at how product prices and display information 66 00:05:08,120 --> 00:05:12,153 are shown to customers 67 00:05:13,430 --> 00:05:18,786 The key point you must understand here is the concept of the mall and the business site 68 00:05:19,667 --> 00:05:23,767 In our daily lives, when we visit a mall, 69 00:05:24,084 --> 00:05:27,351 we see a variety of products displayed for sale 70 00:05:28,182 --> 00:05:34,153 Similarly, a mall here can be defined as a unit where products are displayed 71 00:05:35,390 --> 00:05:39,340 A business site, on the other hand, is a unit for identifying customers, 72 00:05:39,380 --> 00:05:44,232 and it is created based on the customer’s business registration number 73 00:05:45,281 --> 00:05:47,942 The key point to remember is this 74 00:05:48,229 --> 00:05:53,905 The mall serves as the basis for controlling product display, 75 00:05:54,351 --> 00:05:59,499 while the business site serves as the basis for controlling product pricing 76 00:06:00,866 --> 00:06:03,566 Let me explain this further with three examples 77 00:06:03,605 --> 00:06:07,390 of how malls and business sites are used 78 00:06:08,707 --> 00:06:11,767 As mentioned earlier, malls control display, 79 00:06:11,956 --> 00:06:14,866 while business sites control pricing 80 00:06:15,994 --> 00:06:21,444 In the first case, where one business site uses one mall, 81 00:06:21,820 --> 00:06:25,737 the same product is displayed at the same selling price across the mall 82 00:06:26,895 --> 00:06:30,285 In the second case, there is one business site 83 00:06:30,641 --> 00:06:34,014 but multiple malls are used by different operating units 84 00:06:34,915 --> 00:06:39,325 Since there is only one business site, the product price is displayed the same across all malls 85 00:06:39,761 --> 00:06:46,281 However, because there are multiple malls, the product display can vary by operating unit 86 00:06:47,479 --> 00:06:49,829 Finally, in the third case, 87 00:06:50,235 --> 00:06:55,083 there are multiple business sites but only one mall is used 88 00:06:55,925 --> 00:06:58,675 Unlike the second case, 89 00:06:58,982 --> 00:07:04,882 since there’s one mall controlling display, the products are shown the same to all customers 90 00:07:05,159 --> 00:07:07,060 However, because the business sites are different, 91 00:07:07,208 --> 00:07:12,083 the selling price for each product is set separately by site 92 00:07:13,093 --> 00:07:16,493 It may seem a bit complex, 93 00:07:16,711 --> 00:07:23,661 but just remember the basic rule, business sites control pricing and malls control display 94 00:07:23,918 --> 00:07:26,559 It won\'t be that tricky 95 00:07:29,172 --> 00:07:34,722 Now, moving on to Chapter Three, I’ll introduce the system process for 96 00:07:35,029 --> 00:07:37,856 registering and updating sales information 97 00:07:41,024 --> 00:07:45,374 To briefly explain the registration process, 98 00:07:45,958 --> 00:07:49,308 it starts when a customer directly requests to register a new product, 99 00:07:49,942 --> 00:07:51,642 when a request comes through a customer inquiry, 100 00:07:52,077 --> 00:07:56,038 or when a SERVEONE product registration manager 101 00:07:56,286 --> 00:08:01,262 requests registration individually or in bulk based on business needs 102 00:08:02,559 --> 00:08:07,809 These requests go through a specification refinement process for the product database 103 00:08:07,947 --> 00:08:12,097 Then, purchase information is created through supplier bidding or quotations 104 00:08:12,424 --> 00:08:16,628 Then, purchase information is created through supplier bidding or quotations 105 00:08:17,955 --> 00:08:19,905 Once the price is set, 106 00:08:20,014 --> 00:08:24,440 the rep also determines whether the product will be displayed 107 00:08:25,271 --> 00:08:29,321 This entire sequence makes up the sales information registration process 108 00:08:30,568 --> 00:08:35,518 Some customers request the authority to approve whether the sales information 109 00:08:35,697 --> 00:08:39,222 registered by SERVEONE is displayed in advance 110 00:08:40,153 --> 00:08:45,423 This usually happens when the products SERVEONE plans to display differ from what the customer requested, 111 00:08:46,166 --> 00:08:51,362 or when there’s a disagreement on the appropriate pricing 112 00:08:52,074 --> 00:08:57,024 For these cases, we provide a process called 113 00:08:57,024 --> 00:08:58,817 Corporate Master Confirmation 114 00:08:59,857 --> 00:09:04,157 When this process is applied, even after display registration is completed, 115 00:09:04,365 --> 00:09:08,827 the sales information is only shown once the customer approves it 116 00:09:11,589 --> 00:09:14,039 There are several types of sales information registration 117 00:09:14,128 --> 00:09:20,528 New products, individual registration of sales info for already registered products, pre-receipt-related sales info, 118 00:09:21,192 --> 00:09:25,461 and bulk registration or updates instead of individual entries 119 00:09:26,995 --> 00:09:31,545 Since most of you are already familiar with these types, 120 00:09:31,545 --> 00:09:33,183 please take them as a reference 121 00:09:34,114 --> 00:09:36,014 What you should especially remember is that 122 00:09:36,153 --> 00:09:39,103 to register or update any sales information, 123 00:09:39,370 --> 00:09:42,817 a product ID must always exist 124 00:09:45,817 --> 00:09:50,674 Now, let me introduce how sales information is registered and updated 125 00:09:50,674 --> 00:09:55,104 using SMRO, the main business system used at SERVEONE 126 00:09:56,738 --> 00:09:58,988 The Sales Information Inquiry & Update menu 127 00:09:59,146 --> 00:10:03,243 is one of the most frequently used by sales representatives 128 00:10:04,441 --> 00:10:08,491 Through this menu, you can view selling price info by business site and product 129 00:10:08,946 --> 00:10:12,807 and display information by operating unit and product 130 00:10:13,886 --> 00:10:17,767 Basically, you search by entering 131 00:10:18,143 --> 00:10:20,332 the business site, operating unit, and product ID 132 00:10:21,065 --> 00:10:24,515 As shown on the screen, you can also use the Advanced Search option 133 00:10:24,821 --> 00:10:28,721 to set additional conditions 134 00:10:28,751 --> 00:10:30,728 beyond the basic ones 135 00:10:31,995 --> 00:10:35,995 In addition, through the Price Change History menu, 136 00:10:36,332 --> 00:10:39,293 you can check the price change history 137 00:10:39,798 --> 00:10:43,391 by using the business site and product ID as search conditions 138 00:10:46,401 --> 00:10:48,201 As mentioned earlier, 139 00:10:48,528 --> 00:10:52,138 after entering the basic search conditions and viewing the sales information, 140 00:10:52,366 --> 00:10:54,675 you can click on the product ID 141 00:10:55,012 --> 00:10:58,837 to open the Sales Information Details popup 142 00:11:00,035 --> 00:11:04,135 In this popup, you can check the detailed sales information 143 00:11:04,749 --> 00:11:07,718 and update the sales information if needed 144 00:11:08,975 --> 00:11:11,375 In this popup, you can also 145 00:11:11,712 --> 00:11:16,560 check the change history for both price information and display information 146 00:11:18,154 --> 00:11:22,777 However, there are exceptions where sales information cannot be registered or updated 147 00:11:23,688 --> 00:11:27,832 When the product ID is inactive 148 00:11:28,397 --> 00:11:30,997 or when there is no valid purchase information available, 149 00:11:31,165 --> 00:11:34,193 you can\'t register or update 150 00:11:35,312 --> 00:11:41,470 In these cases, the system will automatically display a “Registration/Update Not Allowed” message 151 00:11:44,391 --> 00:11:47,691 So far, we’ve covered how to view sales information 152 00:11:48,018 --> 00:11:52,074 Now, let’s move on to how to register sales information 153 00:11:53,292 --> 00:11:56,817 Similarly, you’ll use the Sales Information Inquiry & Update menu 154 00:11:57,619 --> 00:12:00,209 Click the Individual Registration button 155 00:12:00,407 --> 00:12:04,302 to open the Sales Information Details popup 156 00:12:05,817 --> 00:12:11,517 In this popup, enter the product ID for the item you want to register, 157 00:12:11,834 --> 00:12:17,688 then go to the Price Information and Display Information tabs to register each piece of information 158 00:12:18,342 --> 00:12:22,540 Let me explain price information registration in more detail 159 00:12:23,263 --> 00:12:25,303 As mentioned earlier, 160 00:12:25,313 --> 00:12:29,926 remember that price information is created and updated by business site? 161 00:12:30,668 --> 00:12:33,798 In the Price Information tab, you must first enter 162 00:12:33,798 --> 00:12:37,659 the business site for the selected product ID 163 00:12:38,401 --> 00:12:43,612 After that, set the selling price and conditions to be displayed to customers, 164 00:12:43,859 --> 00:12:45,886 and then you can complete the price information registration 165 00:12:46,857 --> 00:12:52,396 However, if a price has already been set for the selected product ID and business site, 166 00:12:52,891 --> 00:12:57,886 a popup message will appear saying: “Sales information already registered” 167 00:12:58,748 --> 00:13:03,015 In this case, you cannot register new sales information 168 00:13:03,837 --> 00:13:05,987 If you need to change the price information, 169 00:13:06,116 --> 00:13:12,536 go to the Sales Information Inquiry & Update menu, search using the business site and product ID, 170 00:13:12,932 --> 00:13:15,649 and update it from the details view 171 00:13:16,371 --> 00:13:19,332 Earlier, I mentioned condition settings 172 00:13:19,371 --> 00:13:21,520 when explaining the pricing logic 173 00:13:22,263 --> 00:13:25,063 In the Sales Information Details popup, 174 00:13:25,212 --> 00:13:28,212 you can also register additional information such as 175 00:13:28,588 --> 00:13:32,238 applying discounts when customers purchase a certain quantity 176 00:13:32,396 --> 00:13:36,391 or setting shipping fees for specific products 177 00:13:37,391 --> 00:13:40,041 As shown on the screen, 178 00:13:40,170 --> 00:13:45,910 select the condition type to specify whether it’s a discount or markup, 179 00:13:46,078 --> 00:13:47,959 then enter the required fields 180 00:13:48,196 --> 00:13:51,147 For example, discount or markup amount 181 00:13:51,612 --> 00:13:54,642 and effective period 182 00:13:54,959 --> 00:13:58,263 Finally, click Save to apply the changes 183 00:14:00,748 --> 00:14:03,510 Lastly, let’s look at display information registration 184 00:14:04,203 --> 00:14:08,243 In the Sales Information Details popup, click the Display Information tab to see 185 00:14:08,481 --> 00:14:13,411 which malls the selected product ID is linked to 186 00:14:14,589 --> 00:14:18,847 Remember, malls control product display? 187 00:14:19,540 --> 00:14:23,688 You can set whether the product is displayed for each mall individually 188 00:14:24,837 --> 00:14:26,287 At the bottom of the screen, 189 00:14:26,287 --> 00:14:31,045 you can also check the list of operating units connected to the selected mall 190 00:14:31,916 --> 00:14:35,316 After setting the price information and display information, 191 00:14:35,702 --> 00:14:37,502 click Save 192 00:14:37,670 --> 00:14:41,886 to complete the registration of new sales information 193 00:14:44,748 --> 00:14:46,748 What I’ve shown so far 194 00:14:46,847 --> 00:14:51,322 was the process for registering sales information individually based on a single product ID 195 00:14:51,985 --> 00:14:54,115 However, for multiple product IDs at once, 196 00:14:54,145 --> 00:14:56,827 you can also register sales information in bulk 197 00:14:58,074 --> 00:15:02,885 Through the Bulk Sales Information Registration menu, you can download an Excel template, 198 00:15:03,163 --> 00:15:07,173 fill in the required fields according to the provided guide, 199 00:15:07,391 --> 00:15:14,084 and upload it to SMRO to register or update sales information in bulk 200 00:15:15,263 --> 00:15:20,500 This concludes the system overview for registering and updating sales information 201 00:15:21,956 --> 00:15:25,016 Lastly, let’s look at the key sales information features 202 00:15:25,016 --> 00:15:29,302 designed for specific customer customization 203 00:15:31,619 --> 00:15:34,253 First, let me explain the unit price group 204 00:15:34,797 --> 00:15:38,926 Remember that price information is normally controlled by business site? 205 00:15:39,649 --> 00:15:42,149 By using the unit price group feature, 206 00:15:42,337 --> 00:15:45,387 you can bundle multiple business sites into a single group 207 00:15:45,516 --> 00:15:48,758 and apply the same selling price for each product 208 00:15:49,688 --> 00:15:52,388 This feature is used 209 00:15:52,873 --> 00:15:57,873 when a customer requests standardized pricing for the same products 210 00:15:57,923 --> 00:15:59,847 across multiple sites or corporations 211 00:16:01,144 --> 00:16:02,744 For example, take CJ Group 212 00:16:03,021 --> 00:16:07,621 When SERVEONE signs a supply contract and starts transactions with CJ Group, 213 00:16:07,967 --> 00:16:12,807 we need to provide the same unit price for the same products across the entire group 214 00:16:13,579 --> 00:16:20,029 Since CJ CheilJedang and CJ Foodville use different business sites, 215 00:16:20,406 --> 00:16:26,272 we group these sites together and standardize the unit price to manage pricing consistently 216 00:16:27,688 --> 00:16:30,288 There are also cases where SERVEONE needs to 217 00:16:30,288 --> 00:16:33,362 standardize prices internally for management purposes 218 00:16:34,431 --> 00:16:36,431 For example, in the case of a university standard mall, 219 00:16:36,431 --> 00:16:40,541 SERVEONE needs to manage unified pricing across multiple business sites, 220 00:16:40,690 --> 00:16:43,134 these sites are grouped together using the unit price group feature 221 00:16:44,233 --> 00:16:45,883 The key point here is that 222 00:16:46,200 --> 00:16:48,119 before creating a unit price group, 223 00:16:48,198 --> 00:16:52,768 the selling prices of all products across the business sites to be grouped 224 00:16:52,768 --> 00:16:54,668 must be standardized first 225 00:16:55,569 --> 00:17:01,369 When registering a unit price group, you must assign a manager responsible for handling the integrated pricing 226 00:17:01,657 --> 00:17:06,104 All sales information update permissions are granted to this designated manager 227 00:17:07,154 --> 00:17:09,904 Also, when requesting the creation of a new unit price group, 228 00:17:10,032 --> 00:17:14,688 approval from the group’s lead manager is required 229 00:17:16,599 --> 00:17:21,728 You can set up a unit price group through the Unit Price Group Management menu in SMRO 230 00:17:22,480 --> 00:17:26,280 Click the New Registration Request button to open a popup window, 231 00:17:26,637 --> 00:17:31,497 then enter the unit price group name, assign the integrated group lead and sales representative, 232 00:17:31,745 --> 00:17:35,065 and input the business site IDs to be grouped 233 00:17:36,243 --> 00:17:39,493 As mentioned earlier, make sure 234 00:17:39,493 --> 00:17:45,045 the product selling prices for all target business sites are fully standardized before creating the unit price group 235 00:17:46,154 --> 00:17:50,754 However, after a unit price group has been created, 236 00:17:50,932 --> 00:17:53,703 it cannot be removed directly in the SMRO system 237 00:17:54,069 --> 00:17:57,728 To remove, you must submit a CSR request separately 238 00:18:00,223 --> 00:18:02,777 Next is the B2Bi integration set 239 00:18:03,579 --> 00:18:08,431 SERVEONE provides a sales channel to customers through the SERVEONE front mall 240 00:18:09,193 --> 00:18:13,714 However, some customers prefer to keep using their own procurement systems 241 00:18:13,714 --> 00:18:16,144 while still wishing to conduct transactions with SERVEONE 242 00:18:17,312 --> 00:18:18,462 In such cases, 243 00:18:18,759 --> 00:18:24,065 the customer’s procurement system is integrated with SERVEONE’s business system to transact 244 00:18:24,827 --> 00:18:27,767 These customers are referred to as integrated customers 245 00:18:29,134 --> 00:18:30,764 For integrated customers, 246 00:18:30,764 --> 00:18:35,371 each product is managed with a separate stock number defined by the customer 247 00:18:36,124 --> 00:18:39,134 This stock number is commonly referred to as a material code by customers 248 00:18:40,025 --> 00:18:45,609 To enable order creation, this stock number must be mapped to SERVEONE’s product ID 249 00:18:46,421 --> 00:18:50,821 This mapping between the customer’s product code and SERVEONE’s product ID 250 00:18:50,821 --> 00:18:53,530 is called the B2Bi integration set 251 00:18:55,767 --> 00:19:00,238 This mapping between the customer’s stock number and SERVEONE’s product ID 252 00:19:00,287 --> 00:19:04,094 can be either 1:1 or N:1 253 00:19:05,035 --> 00:19:06,585 However, it’s important to note that 254 00:19:06,753 --> 00:19:10,115 1:1 or N:1 mappings between 255 00:19:10,362 --> 00:19:15,975 the customer’s stock number and SERVEONE’s product ID are not allowed 256 00:19:17,292 --> 00:19:21,510 For example, if a customer places an order using Stock Number A, 257 00:19:22,035 --> 00:19:27,213 but Stock Number A is mapped to multiple SERVEONE product IDs, 258 00:19:27,560 --> 00:19:31,233 the system wouldn’t know which product to process the order for 259 00:19:32,193 --> 00:19:38,221 Therefore, the B2Bi integration set must always be configured as 1:1 or N:1 260 00:19:38,419 --> 00:19:42,718 between the customer’s stock number and SERVEONE’s product ID 261 00:19:45,352 --> 00:19:50,948 The B2Bi integration set can be managed in the Sales Information Inquiry & Update menu 262 00:19:51,235 --> 00:19:53,362 After viewing the product ID details, 263 00:19:53,500 --> 00:19:57,750 go to the Display Information tab, where you can enter, modify, or delete 264 00:19:57,928 --> 00:20:01,847 the operating unit, customer, and stock number at the bottom of the screen 265 00:20:03,144 --> 00:20:06,263 This concludes the session on sales information management 266 00:20:07,282 --> 00:20:12,332 Some parts may have been a bit challenging, but since all of you at SERVEONE 267 00:20:12,540 --> 00:20:16,718 will have plenty of opportunities to apply this knowledge in your work, 268 00:20:17,173 --> 00:20:22,974 I believe you’ll understand it fully if you review the content 269 00:20:23,132 --> 00:20:25,619 and focus on the lecture 270 00:20:26,332 --> 00:20:28,678 Thank you for your attention 271 00:20:29,074 --> 00:20:29,995 and great job, everyone