> For the complete documentation index, see [llms.txt](https://docs.a1erp.digiwin.com/a1feature/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.a1erp.digiwin.com/a1feature/05-gong-neng-xin-zeng/2020.05.27.md).

# 2020.05.27

## 業務客情

### 1.【業務客情-使用者權限】增加「總人數視您訂購方案」提示字眼

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8PFVP5OpUaNjrrxVot%2F-M8PcOXZ9bZ9vCy32ypF%2F%E7%B8%BD%E4%BA%BA%E6%95%B8%E8%A8%82%E8%B3%BC%E6%96%B9%E6%A1%88.jpg?alt=media\&token=b41a2f28-67f9-46ea-82cb-bbfc11ee8153)

### &#x20;2.【業務客情】新增商機成交金額重計功能（每日定期由排程重計商機的成交金額，確保銷售目標的實際金額回寫及行動版的我的達成率資料正確)

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8PFVP5OpUaNjrrxVot%2F-M8PcytlHBp5VjCfvjmd%2F%E9%8A%B7%E5%94%AE%E7%9B%AE%E6%A8%99.jpg?alt=media\&token=4ff4b7d1-c4d3-432a-994a-198a9c3afd7b)

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8PFVP5OpUaNjrrxVot%2F-M8Pd1sFeUsgxpZHz9gZ%2F2020-05-28_173610.jpg?alt=media\&token=b2516384-f8bc-48a8-84dd-7fffbb0ebef2)

## 行動版-雲端進銷存&#x20;

請先下載APP，有訂購進銷存或試用期內都能下載行動版來使用

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8OrutvaTYJDlEh52il%2F-M8P-gUg3QV0vd5pDHQX%2FQR01.png?alt=media\&token=3accb73f-e814-41b0-8137-042764fad3ad)

### 1.優化新手引導(加入快速開帳及進/銷貨單)

下載APP後，首次登入會引導如何新增基本資料及還有進貨、銷貨如何新增，一起來看看這個新功能

客戶、廠商、商品編號自動幫你由000001開始編號，快速完成新增\
小小提醒\~若已存編碼只有00000X時...會續編碼，若有交錯英文編碼，就不會自動編碼喔!!

新增商品-->儲存後跳出-->是否有庫存存量-->輸入庫存數，這筆商品期初開帳完成

新增客戶-->儲存後跳出-->是否有應收款未收-->輸入帳款，這家客戶期初開帳完成

新增廠商-->儲存後跳出-->是否有應付款未付-->輸入帳款，這家廠商期初開帳完成<br>

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8OrutvaTYJDlEh52il%2F-M8P3ljwPwJBvSPD8F1x%2F%E6%96%B0%E6%89%8B%E5%BC%95%E5%B0%8E.jpg?alt=media\&token=4d3b0abc-d829-419e-bbd4-1986fb4ee437)

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8OrutvaTYJDlEh52il%2F-M8P3qgWxgqYdq5akrWZ%2F%E6%96%B0%E6%89%8B%E5%BC%95%E5%B0%8E2.jpg?alt=media\&token=23c933c8-2af4-4c1f-a35e-5128466c23a6)

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8OrutvaTYJDlEh52il%2F-M8P46bq8kwz9sNY-vlD%2F%E6%96%B0%E6%89%8B4.jpg?alt=media\&token=8a0bc980-0187-4d2c-97bf-c3aec08532ab)

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8OrutvaTYJDlEh52il%2F-M8P4K2SBydbAhOKarbA%2F%E6%96%B0%E6%89%8B5.jpg?alt=media\&token=6eac3fbc-1425-45b9-b89f-4bbe5752e217)

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8OrutvaTYJDlEh52il%2F-M8P4RyiqigE2439GzVW%2F%E6%96%B06.jpg?alt=media\&token=fea89e85-5e1c-44f2-a8ae-ed2a3890a376)

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8OrutvaTYJDlEh52il%2F-M8P4YiOc5XMggK9zWBT%2F%E6%96%B07.jpg?alt=media\&token=49cd6c2c-b65b-4593-9f81-81f0b7c5aa4c)

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8OrutvaTYJDlEh52il%2F-M8P4k4Y4IBtI01OK7PG%2F%E6%96%B08.jpg?alt=media\&token=28cb24e6-ab35-4f68-b630-aff7491f8ee3)

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8OrutvaTYJDlEh52il%2F-M8P5EkKWHXrnZehbw5S%2F%E6%96%B09.jpg?alt=media\&token=62451112-3025-47ce-a05a-4f33d9c340fa)

## 行動版-業務客情&#x20;

### 1.【業務客情-商機跟蹤】商機列表增加顯示銷售階段&#x20;

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8PFVP5OpUaNjrrxVot%2F-M8Pb9glAaNbtjypunDi%2F2020-05-28_172818.jpg?alt=media\&token=0ebdf847-e73d-4a1a-be5a-83d29a4cf90f)

### 2.【業務客情-任務里程】調整拜訪對象由下拉捲軸改為開窗

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8T-LnOchme0ZTLxIzZ%2F-M8T14msA0VgQUCvyS4s%2F2020-05-29_092153.jpg?alt=media\&token=8b4f40af-ba30-4a95-b4dd-502747a96d58)

## 進銷存+電子發票

### 官網線上訂購新增5000張以上電子發票選項

已有使用A1電子發票的用戶，當月初發票若預估會超過5000張，直接訂購立即開通

![](https://233937260-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LIKjbHmhcwvdDIpLOEA%2F-M8T-LnOchme0ZTLxIzZ%2F-M8T1tHng6TEW0EgmjPI%2F5000%E5%BC%B5%E4%BB%A5%E4%B8%8A.jpg?alt=media\&token=5d4b6221-f9ee-4efd-aee4-9287cf2ff6e9)

## ◎即將推出

### 1.商機漏斗：增加串接功能，使用者可以查看漏斗的相關明細資料&#x20;
