销售迭代关键功能说明/Sales Key Function Specifications

团组增加副本功能，以保证团组在审核后在团组管理页面永远展示审核后的标准信息。为了达到这个目标，有以下改动：

团组在转下团第一次审核通过后的任何编辑动作均会进入副本(保存、撤回审批、审核否决)

团组增加副本功能，以保证团组在审核后在团组管理页面永远展示审核后的标准信息。为了达到这个目标，有以下改动：

团组只会保存一份副本处于可用状态，可随时修改提交审核。

团组增加副本功能，以保证团组在审核后在团组管理页面永远展示审核后的标准信息。为了达到这个目标，有以下改动：

增加了团组副本待办和团组副本标识，防止销售遗忘有副本还未提交。同时也对查看页面的人员提醒有待提交副本。

We are introducing a replica feature for groups. This ensures that once a group is approved after its initial submission for review, the group detail page will permanently display the standardized, approved information. To achieve this, the following changes have been made:

Any edit action performed on a group (Save, Withdraw Approval Request, or Rejection after Review) after its first approval upon submission will be redirected to a replica.

We are introducing a replica feature for groups. This ensures that once a group is approved after its initial submission for review, the group detail page will permanently display the standardized, approved information. To achieve this, the following changes have been made:

A group will maintain only one active replica at a time. This replica can be modified and resubmitted for review at any time.

We are introducing a replica feature for groups. This ensures that once a group is approved after its initial submission for review, the group detail page will permanently display the standardized, approved information. To achieve this, the following changes have been made:

We have added pending replica tasks and visual replica indicators to prevent sales personnel from overlooking unsubmitted replicas. Additionally, personnel viewing the group details page will be reminded if a pending replica exists.

团组数据权限增加
增加按照团组数据权限-按目的地查询团组

Added Group Data Permissions
Added filtering of groups by destination under group data permissions.

团组资源增加控制状态同步

销售可查看团组资源控制状态，知晓资源是否已经确定使用

团组资源增加确认快照

为了防止信息修改后无从对比，增加了确认快照，记录确认瞬间的OP详细信息

 Groups Resource Confirmation Snapshots Added
To preserve a reference point for comparison after information modifications, we've added confirmation snapshots that record the details of the operation performed at the moment of confirmation.

团组增加字段自定义排序：
入口在数据导出旁边，点击后可对字段进行是否展示及拖动操作

Groups Add Field Custom Sorting:
The entry point is next to Data Export. After clicking, you can choose whether to show or hide fields and drag them to reorder.

报价单模板优化：
按照提供的线下模板读取数据填入，保持格式一致

Optimize quotation templates: Auto-populate data based on provided offline templates to keep consistansy

团组-增加多字段排序

行程增加景点选项：
只在行程中体现，还会同步到报价单模板中(逐步增加)

Add attraction options to itineraries:

• • Visibility: Displayed only in the itinerary (hidden in other modules).

  • Sync to quote templates: Attraction data will be gradually synchronized to quotation templates (templates adding one by one).

合同的信息同步到客户的付款信息中

Enable synchronization of contract details into the customer's payment information.

增加了工作台-日常任务模块
提醒每日工作

Added a Daily Tasks module to the Workspace.

Enable daily task reminders for routine work.

酒店增加房型限制选项

需要客人房：正常报价
只需要司导房：客人房无法报价

酒店生成单

增加数据读取范围，读取尚未分配任务的行程日期及城市

Expand the data retrieval scope in the Hotel Order Generation to include unassigned itinerary dates and cities.

报价增加团号过滤

Add a group number filter to the Quotes section.

团组增加作废任务查看

勾选后即可查看作废任务

Add a "View Invalidated Tasks" option to the group section.
Check the box to display invalidated tasks.

团组增加导出入口
导出前请设置钉钉消息推送
导出将以过滤的数据为基础
导出会花费一些时间

Add an export option to the group section.

1. Configure DingTalk message notifications before exporting.

2. The export will be based on the filtered data.

3. The export process may take some time.

应收增加模式：

应收增加了按照人档计算的模式，如右图所示。

计算的方式为以收款人数*最终报价得到总成本后再进行免房金额、金额调整、系数调整等操作后得到最终应收

Receivable  Measurement Added a new Model:

The a receivable  Measurement now incorporates a calculation model based on pax  as shown in the diagram on the right.

The calculation is performed by multiplying the number of paying individuals by the final quotation to obtain the total cost. This is then followed by adjustments including complimentary room deductions, amount adjustments, and coefficient adjustments, ultimately arriving at the final receivable.

团组增加待办：
增加了资源确认待办、出签名单待上传待办、分房名单待上传待办，便于快速定位团组需求

Group To-Do
Added resource confirmation, visa-issued list pending upload, and rooming list pending upload, to facilitate quick identification of group requirements.

查看团组的确认记录：
资源确认增加了确认记录查看，便于需要再次确认时进行参考

Confirmation Record Review for Group Resources:
The resource confirmation module is now equipped with confirmation record tracking, providing operational reference for potential reconfirmation scenarios.

团组行程：

团组行程展开前即可查看详情

Group Itinerary:
Detailed itinerary information is accessible prior to expansion.

团组增加了预算字段，调整了资源排序

1. 增加了预算字段，并和op报价对应，便于进行确认
2. 整体资源排序按照资源使用顺序排序

The group has added a budget field and adjusted the resource sorting:

• Budget field added: A budget field has been introduced, corresponding to the OP quotation, making it easier to confirm costs.

• Resource sorting optimized: Resources are now sorted in the order of their usage sequence for better workflow alignment.

团组增加了待办事项字段：
1. 待办事项会以数字标签的形式存在，目前暂时有3个标签：分房名单待上传、出签名单待上传、资源待确认

2. 如果数值没有，代表暂时没有这3项待办

3. 待办支持筛选，在高级选项中

The group has added a to-do item field:

1. To-do items will appear as numeric tags. Currently, there are three tags:

   • Rooming list pending upload

   • Visa list pending upload

   • Resources pending confirmation

2. If no value is displayed, it means there are currently no pending items in these three categories.

3. To-do items support filtering under the advanced options.

更新了收客名单模块，包含以下功能调整：
1. 自备签位置移动：移动自备签位置，更符合业务实际，同时对应的调整了房型自动计算公式
2. 是否全部出签按钮增加权限：增加了单独的权限，避免没有权限的人乱点
3. 房型更新按钮：增加了房型调整按钮，经管可以直接对房型进行更新

4. 增加了确定并出签按钮：单独权限的按钮，提交后修改团组状态，并推送消息给OP

Updated the Guest List Module with the following functional adjustments:

1. Relocation of self-provided visa section: Optimized the position of self-provided visa information to better align with operational practices, with corresponding adjustments to the automatic room type calculation formula.

2. Added permission control for "Toggle All Visa Issuance" button: Implemented exclusive permission settings to prevent unauthorized personnel from accidental activation.

3. Added room type modification button: Introduced a dedicated room type adjustment feature enabling managers to directly update room configurations.

4. Added a "Confirm and Issue Visa" button with exclusive permissions: Submitting triggers group status updates and automatically pushes notifications to the OP team.

更新了收客名单模块，包含以下功能调整：
1. 送签要求：增加了送签文件要求和最晚时间，选择后会推送给对应的OP
2. 出签人数：增加了自备 和司机，同步到OP工作台
3. 房型更新：基于出签>送签>收客的逻辑自动计算房型数量，也可以修改，提交后推送所有OP

计算规则：客人人数/2 填入标间，客人的余数+司机+导游+领队的和填入单间；如有不对或有其他房型请人工调整

Updated Group Guest Information Module with the following functional adjustments:

1. Visa Submission Requirements

   • Added mandatory visa document requirements and deadline fields. Selected options will automatically notify the assigned OP so they will know when to deliver suitable files.

2. Visa Approval Categories

   • Added new categories: "Self-Prepared Visa" and "Driver Visa". Data will be synchronized to the OP workbench.

3. Room Type Calculation Update

   • Room quantities are now automatically calculated based on the workflow:
     Visa Approval > Visa Submission > Guest Registration 
Calculated as：
Twin Room Quantity = Guest Number/2 as the 
Single Room Quantity = Sum of Guide + driver +TL + Guest remaining
For other Room type, plz mannul adjust

   • Manual adjustments are allowed. Final submissions will push updates to all OPs.