Hello
I’m Woojae Lee, Senior Manager of the EV Strategy Team,
in charge of the Sales Information Management session
It’s great to meet you
From now on, I’ll give you an overview of sales information management,
focusing on the product and customer aspects within the SERVEONE MRO process
First, let’s briefly review today’s topics
First, I’ll explain what sales information is
and what elements it consists of
Next, I’ll cover price information and display information, subcategories of sales information,
and explain how they’re displayed to customers
Third, I’ll introduce the system process
for registering and updating sales information
Lastly, we’ll look at the key features related to
sales information used for specific customer customization
Before we begin, let me briefly introduce myself
I first joined SERVEONE in 2014
and have been with the company for 11 full years, now in my 12th year
Of those 12 years, I spent six years in sales
and another six years in planning
So, the content I’ll be sharing today
comes directly from what I’ve learned and applied over those six years,
which is why I feel confident about guiding you through this session
As you can see in the photo, I’m a father of two playful sons,
and thanks to them, I get to travel even more often
Let’s begin the session
First, I’ll explain the concept of sales information and its key components
Sales information can be defined as a set of price and display information
configured for each site and each product to facilitate sales to customers
At SERVEONE, the information we manage is broadly divided into three categories:
product information, price information, and display information
Among these, all items under price information and display information
are classified as sales information
However, please note that within price information, the purchase information
is excluded from sales information
Next, let’s look at how price and display information
are shown to customers
Starting with price information
The selling price displayed to customers
is determined by applying specific conditions to a base price
For example,
let’s say a purchasing manager buys Product A for 1,000 KRW
Each product category has
a target profit margin as a guideline
Adding this margin
to the purchase price sets the base price
If the margin is 10%,
the base price becomes 1,100 KRW
Then, the sales representative decides
whether to apply a discount or add a markup based on the base price
This final price becomes the selling price displayed to customers
If they decide on a 5% markup,
the final displayed selling price becomes 1,155 KRW
Based on this selling price, conditions can be applied
Conditions refer to additional rules applied to the selling price
For example, when the customer buys a certain quantity
we offer a discount
Or setting a separate shipping fee for specific products
You can put those rules
The final selling price, after applying all these conditions,
is what customers actually see displayed
An important point to note is,
for each business site,
there can be only one selling price per product
Next, let’s look at how product prices and display information
are shown to customers
The key point you must understand here is the concept of the mall and the business site
In our daily lives, when we visit a mall,
we see a variety of products displayed for sale
Similarly, a mall here can be defined as a unit where products are displayed
A business site, on the other hand, is a unit for identifying customers,
and it is created based on the customer’s business registration number
The key point to remember is this
The mall serves as the basis for controlling product display,
while the business site serves as the basis for controlling product pricing
Let me explain this further with three examples
of how malls and business sites are used
As mentioned earlier, malls control display,
while business sites control pricing
In the first case, where one business site uses one mall,
the same product is displayed at the same selling price across the mall
In the second case, there is one business site
but multiple malls are used by different operating units
Since there is only one business site, the product price is displayed the same across all malls
However, because there are multiple malls, the product display can vary by operating unit
Finally, in the third case,
there are multiple business sites but only one mall is used
Unlike the second case,
since there’s one mall controlling display, the products are shown the same to all customers
However, because the business sites are different,
the selling price for each product is set separately by site
It may seem a bit complex,
but just remember the basic rule, business sites control pricing and malls control display
It won\'t be that tricky
Now, moving on to Chapter Three, I’ll introduce the system process for
registering and updating sales information
To briefly explain the registration process,
it starts when a customer directly requests to register a new product,
when a request comes through a customer inquiry,
or when a SERVEONE product registration manager
requests registration individually or in bulk based on business needs
These requests go through a specification refinement process for the product database
Then, purchase information is created through supplier bidding or quotations
Once the price is set,
the rep also determines whether the product will be displayed
This entire sequence makes up the sales information registration process
Some customers request the authority to approve whether the sales information
registered by SERVEONE is displayed in advance
This usually happens when the products SERVEONE plans to display differ from what the customer requested,
or when there’s a disagreement on the appropriate pricing
For these cases, we provide a process called
Corporate Master Confirmation
When this process is applied, even after display registration is completed,
the sales information is only shown once the customer approves it
There are several types of sales information registration
New products, individual registration of sales info for already registered products, pre-receipt-related sales info,
and bulk registration or updates instead of individual entries
Since most of you are already familiar with these types,
please take them as a reference
What you should especially remember is that
to register or update any sales information,
a product ID must always exist
Now, let me introduce how sales information is registered and updated
using SMRO, the main business system used at SERVEONE
The Sales Information Inquiry & Update menu
is one of the most frequently used by sales representatives
Through this menu, you can view selling price info by business site and product
and display information by operating unit and product
Basically, you search by entering
the business site, operating unit, and product ID
As shown on the screen, you can also use the Advanced Search option
to set additional conditions
beyond the basic ones
In addition, through the Price Change History menu,
you can check the price change history
by using the business site and product ID as search conditions
As mentioned earlier,
after entering the basic search conditions and viewing the sales information,
you can click on the product ID
to open the Sales Information Details popup
In this popup, you can check the detailed sales information
and update the sales information if needed
In this popup, you can also
check the change history for both price information and display information
However, there are exceptions where sales information cannot be registered or updated
When the product ID is inactive
or when there is no valid purchase information available,
you can\'t register or update
In these cases, the system will automatically display a “Registration/Update Not Allowed” message
So far, we’ve covered how to view sales information
Now, let’s move on to how to register sales information
Similarly, you’ll use the Sales Information Inquiry & Update menu
Click the Individual Registration button
to open the Sales Information Details popup
In this popup, enter the product ID for the item you want to register,
then go to the Price Information and Display Information tabs to register each piece of information
Let me explain price information registration in more detail
As mentioned earlier,
remember that price information is created and updated by business site?
In the Price Information tab, you must first enter
the business site for the selected product ID
After that, set the selling price and conditions to be displayed to customers,
and then you can complete the price information registration
However, if a price has already been set for the selected product ID and business site,
a popup message will appear saying: “Sales information already registered”
In this case, you cannot register new sales information
If you need to change the price information,
go to the Sales Information Inquiry & Update menu, search using the business site and product ID,
and update it from the details view
Earlier, I mentioned condition settings
when explaining the pricing logic
In the Sales Information Details popup,
you can also register additional information such as
applying discounts when customers purchase a certain quantity
or setting shipping fees for specific products
As shown on the screen,
select the condition type to specify whether it’s a discount or markup,
then enter the required fields
For example, discount or markup amount
and effective period
Finally, click Save to apply the changes
Lastly, let’s look at display information registration
In the Sales Information Details popup, click the Display Information tab to see
which malls the selected product ID is linked to
Remember, malls control product display?
You can set whether the product is displayed for each mall individually
At the bottom of the screen,
you can also check the list of operating units connected to the selected mall
After setting the price information and display information,
click Save
to complete the registration of new sales information
What I’ve shown so far
was the process for registering sales information individually based on a single product ID
However, for multiple product IDs at once,
you can also register sales information in bulk
Through the Bulk Sales Information Registration menu, you can download an Excel template,
fill in the required fields according to the provided guide,
and upload it to SMRO to register or update sales information in bulk
This concludes the system overview for registering and updating sales information
Lastly, let’s look at the key sales information features
designed for specific customer customization
First, let me explain the unit price group
Remember that price information is normally controlled by business site?
By using the unit price group feature,
you can bundle multiple business sites into a single group
and apply the same selling price for each product
This feature is used
when a customer requests standardized pricing for the same products
across multiple sites or corporations
For example, take CJ Group
When SERVEONE signs a supply contract and starts transactions with CJ Group,
we need to provide the same unit price for the same products across the entire group
Since CJ CheilJedang and CJ Foodville use different business sites,
we group these sites together and standardize the unit price to manage pricing consistently
There are also cases where SERVEONE needs to
standardize prices internally for management purposes
For example, in the case of a university standard mall,
SERVEONE needs to manage unified pricing across multiple business sites,
these sites are grouped together using the unit price group feature
The key point here is that
before creating a unit price group,
the selling prices of all products across the business sites to be grouped
must be standardized first
When registering a unit price group, you must assign a manager responsible for handling the integrated pricing
All sales information update permissions are granted to this designated manager
Also, when requesting the creation of a new unit price group,
approval from the group’s lead manager is required
You can set up a unit price group through the Unit Price Group Management menu in SMRO
Click the New Registration Request button to open a popup window,
then enter the unit price group name, assign the integrated group lead and sales representative,
and input the business site IDs to be grouped
As mentioned earlier, make sure
the product selling prices for all target business sites are fully standardized before creating the unit price group
However, after a unit price group has been created,
it cannot be removed directly in the SMRO system
To remove, you must submit a CSR request separately
Next is the B2Bi integration set
SERVEONE provides a sales channel to customers through the SERVEONE front mall
However, some customers prefer to keep using their own procurement systems
while still wishing to conduct transactions with SERVEONE
In such cases,
the customer’s procurement system is integrated with SERVEONE’s business system to transact
These customers are referred to as integrated customers
For integrated customers,
each product is managed with a separate stock number defined by the customer
This stock number is commonly referred to as a material code by customers
To enable order creation, this stock number must be mapped to SERVEONE’s product ID
This mapping between the customer’s product code and SERVEONE’s product ID
is called the B2Bi integration set
This mapping between the customer’s stock number and SERVEONE’s product ID
can be either 1:1 or N:1
However, it’s important to note that
1:1 or N:1 mappings between
the customer’s stock number and SERVEONE’s product ID are not allowed
For example, if a customer places an order using Stock Number A,
but Stock Number A is mapped to multiple SERVEONE product IDs,
the system wouldn’t know which product to process the order for
Therefore, the B2Bi integration set must always be configured as 1:1 or N:1
between the customer’s stock number and SERVEONE’s product ID
The B2Bi integration set can be managed in the Sales Information Inquiry & Update menu
After viewing the product ID details,
go to the Display Information tab, where you can enter, modify, or delete
the operating unit, customer, and stock number at the bottom of the screen
This concludes the session on sales information management
Some parts may have been a bit challenging, but since all of you at SERVEONE
will have plenty of opportunities to apply this knowledge in your work,
I believe you’ll understand it fully if you review the content
and focus on the lecture
Thank you for your attention
and great job, everyone