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2019-06-05 11:55:56
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2021-07-23 10:49:49
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<p><strong><span style="font-size: 30px; font-family: ;">業務員整批更換</span></strong></p><p style="margin-left: 40px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 24px;">1.作業目的</span></span></p><p style="margin-left: 80px;"><span style='font-family: "Microsoft JhengHei"; font-size: 18px;'>可以批次變更客戶的業務員</span></p><p style="margin-left: 40px;"><span style="font-size: 24px; font-family: ;">2.路徑</span></p><p style="margin-left: 80px;"><span style='font-size: 18px; font-family: "Microsoft JhengHei";'>系統設定-快速導入→批次變更→業務員整批更換</span></p><p style="margin-left: 40px;"><span style='font-size: 24px; font-family: "Microsoft JhengHei";'>3.畫面說明介紹</span></p><p style="margin-left: 80px;"><span style='font-size: 18px; font-family: "Microsoft JhengHei";'>[基本資料畫面]</span></p><p style="margin-left: 80px;"><img class="fr-dib" src="https://help.dataking.com.tw/manasystem/FileData/FilesSummernote/Article/65CC85D6-7BBD-F371-7341-E4E779160298.jpg" style="width: 800px;"></p><p style="margin-left: 80px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">●<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">客戶代號</span></span>：<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">輸入客戶編號<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">，可開窗作「客戶」資料的選取。</span></span></span></span></span></span></span></span></p><p style="margin-left: 80px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">●<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">客戶型態</span></span>：<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">輸入客戶型態<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">，可下拉作「型態」的選取。</span></span></span></span></span></span></span></span></p><p style="margin-left: 80px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">●<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">客戶等級</span></span></span></span>：<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">輸入<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">客戶等級</span></span></span></span></span></span><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">，可<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">下拉作「等級」的選取</span></span></span></span></span></span></span></span></span></span></span></span><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">。</span></span></span></span></span></span></p><p style="margin-left: 80px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">●客戶地區：<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">輸入<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">客戶地區</span></span><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">，<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">可<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">下拉作「地區」的選取</span></span></span></span></span></span></span></span></span></span></span></span></span></span>。</span></span></span></span></span></span></p><p style="margin-left: 80px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">●原業務員：<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">輸入業務員<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">，可開窗作「業務員」資料的選取</span></span></span></span><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">。</span></span></span></span></span></span></span></span></p><p style="margin-left: 40px;"><span style='font-family: "Microsoft JhengHei"; font-size: 24px;'>4.操作畫面說明</span></p><p style="margin-left: 80px;"><img class="fr-dib" src="https://help.dataking.com.tw/manasystem/FileData/FilesSummernote/Article/FC72FEC3-3F8C-3683-E99E-02514E819580.jpg" style="width: 800px;"></p><p style="margin-left: 80px;"><img class="fr-dib" src="https://help.dataking.com.tw/manasystem/FileData/FilesSummernote/Article/C58AAD8B-3925-5BA1-4AA9-A654E61AA5AE.jpg" style="width: 800px;"></p><p style="margin-left: 80px;"><img class="fr-dib" src="https://help.dataking.com.tw/manasystem/FileData/FilesSummernote/Article/A65F2BB5-2B5D-3FA8-FF96-168396E4AD61.jpg" style="width: 800px;"></p><p style="margin-left: 80px;"><span style='font-family: "Microsoft JhengHei"; font-size: 18px;'>(1)選取需要更換業務員的條件<span style='font-size: 18px; font-family: "Microsoft JhengHei";'>。</span></span></p><p style="margin-left: 80px;"><span style='font-family: "Microsoft JhengHei"; font-size: 18px;'>(2)<span style='font-size: 18px; font-family: "Microsoft JhengHei";'>按下「下一步<img class="fr-dib" src="https://help.dataking.com.tw/manasystem/FileData/FilesSummernote/Article/99FBC5CC-D954-0734-366E-968437AC0A98.jpg" style="width: 80px;">」。</span></span></p><p style="margin-left: 80px;"><span style='font-size: 18px; font-family: "Microsoft JhengHei";'>(3)可逐筆勾出要拋轉的資料或按<span style='font-size: 18px; font-family: "Microsoft JhengHei";'>「全選<img class="fr-dib" src="https://help.dataking.com.tw/manasystem/FileData/FilesSummernote/Article/EA02A22E-87C2-5FF5-13B7-B3614815E4FF.jpg" style="width: 80px;">」<span style='font-size: 18px; font-family: "Microsoft JhengHei";'>。</span></span></span></p><p style="margin-left: 80px;"><span style='font-size: 18px; font-family: "Microsoft JhengHei";'>(4)按下「下一步<img class="fr-dib" src="https://help.dataking.com.tw/manasystem/FileData/FilesSummernote/Article/99FBC5CC-D954-0734-366E-968437AC0A98.jpg" style="width: 80px;">」。</span></p><p style="margin-left: 80px;"><span style='font-size: 18px; font-family: "Microsoft JhengHei";'>(5)輸入新的業務人員代號<span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">，</span></span></span></span></span></span><span style='font-family: "Microsoft JhengHei"; font-size: 18px;'><span style='font-size: 18px; font-family: "Microsoft JhengHei";'>按下「下一步<img class="fr-dib" src="https://help.dataking.com.tw/manasystem/FileData/FilesSummernote/Article/E5654787-AAB3-EAAD-ED5B-1A99A8ACD23E.jpg" style="width: 80px;">」</span></span>。</span></p><p style="margin-left: 80px;">(6)執行完成點選<span style='font-size: 18px; font-family: "Microsoft JhengHei";'>「確定」<span style='font-size: 18px; font-family: "Microsoft JhengHei";'><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;"><span style="font-family: Microsoft JhengHei;"><span style="font-size: 18px;">，即完成業務員整批更換作業<span style='font-size: 18px; font-family: "Microsoft JhengHei";'>。</span></span></span></span></span></span></span></span></span></p>
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