a27e3b8e43
Optimized the root .gitignore to exclude virtual environments, node modules, and temp folders to ensure clean and lightweight version tracking. Co-authored-by: Cursor <cursoragent@cursor.com>
837 lines
37 KiB
HTML
837 lines
37 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="UTF-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||
<title>保险采购 · 比价单操作手册</title>
|
||
<style>
|
||
@page { size: A4; margin: 18mm 16mm 20mm 16mm; }
|
||
* { box-sizing: border-box; }
|
||
body {
|
||
font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", sans-serif;
|
||
color: #1e293b;
|
||
line-height: 1.65;
|
||
font-size: 11pt;
|
||
margin: 0;
|
||
padding: 0;
|
||
background: #fff;
|
||
}
|
||
.cover {
|
||
min-height: 260mm;
|
||
display: flex;
|
||
flex-direction: column;
|
||
justify-content: center;
|
||
align-items: center;
|
||
text-align: center;
|
||
page-break-after: always;
|
||
background: linear-gradient(160deg, #ecfdf5 0%, #eff6ff 45%, #fff 100%);
|
||
border-bottom: 4px solid #059669;
|
||
padding: 40px 32px;
|
||
}
|
||
.cover-badge {
|
||
display: inline-block;
|
||
padding: 6px 14px;
|
||
border-radius: 999px;
|
||
background: #059669;
|
||
color: #fff;
|
||
font-size: 10pt;
|
||
font-weight: 700;
|
||
letter-spacing: 1px;
|
||
margin-bottom: 24px;
|
||
}
|
||
.cover h1 {
|
||
font-size: 28pt;
|
||
margin: 0 0 12px;
|
||
color: #0f172a;
|
||
font-weight: 800;
|
||
}
|
||
.cover .subtitle {
|
||
font-size: 14pt;
|
||
color: #475569;
|
||
margin-bottom: 48px;
|
||
}
|
||
.cover-meta {
|
||
font-size: 10pt;
|
||
color: #64748b;
|
||
line-height: 2;
|
||
}
|
||
.cover-meta strong { color: #334155; }
|
||
h2 {
|
||
font-size: 16pt;
|
||
color: #0f172a;
|
||
border-left: 5px solid #059669;
|
||
padding-left: 12px;
|
||
margin: 28px 0 14px;
|
||
page-break-after: avoid;
|
||
}
|
||
h3 {
|
||
font-size: 12.5pt;
|
||
color: #1e40af;
|
||
margin: 20px 0 10px;
|
||
page-break-after: avoid;
|
||
}
|
||
h4 {
|
||
font-size: 11pt;
|
||
color: #334155;
|
||
margin: 14px 0 8px;
|
||
}
|
||
p { margin: 8px 0; }
|
||
ul, ol { margin: 8px 0; padding-left: 22px; }
|
||
li { margin: 4px 0; }
|
||
.section { page-break-inside: avoid; margin-bottom: 18px; }
|
||
.toc { page-break-after: always; padding: 20px 0; }
|
||
.toc ol { font-size: 11pt; line-height: 2.2; }
|
||
.toc a { color: #1d4ed8; text-decoration: none; }
|
||
.info-box {
|
||
background: #f0fdf4;
|
||
border: 1px solid #bbf7d0;
|
||
border-radius: 10px;
|
||
padding: 12px 16px;
|
||
margin: 12px 0;
|
||
font-size: 10.5pt;
|
||
}
|
||
.warn-box {
|
||
background: #fff7ed;
|
||
border: 1px solid #fed7aa;
|
||
border-radius: 10px;
|
||
padding: 12px 16px;
|
||
margin: 12px 0;
|
||
font-size: 10.5pt;
|
||
}
|
||
.tip-box {
|
||
background: #eff6ff;
|
||
border: 1px solid #bfdbfe;
|
||
border-radius: 10px;
|
||
padding: 12px 16px;
|
||
margin: 12px 0;
|
||
font-size: 10.5pt;
|
||
}
|
||
table.data {
|
||
width: 100%;
|
||
border-collapse: collapse;
|
||
font-size: 10pt;
|
||
margin: 12px 0;
|
||
}
|
||
table.data th, table.data td {
|
||
border: 1px solid #e2e8f0;
|
||
padding: 8px 10px;
|
||
text-align: left;
|
||
vertical-align: top;
|
||
}
|
||
table.data th {
|
||
background: #f8fafc;
|
||
font-weight: 700;
|
||
color: #334155;
|
||
}
|
||
.diagram-wrap {
|
||
margin: 16px 0;
|
||
text-align: center;
|
||
page-break-inside: avoid;
|
||
}
|
||
.diagram-wrap svg { max-width: 100%; height: auto; }
|
||
.diagram-caption {
|
||
font-size: 9.5pt;
|
||
color: #64748b;
|
||
margin-top: 6px;
|
||
text-align: center;
|
||
}
|
||
.step-card {
|
||
border: 1px solid #e2e8f0;
|
||
border-radius: 12px;
|
||
overflow: hidden;
|
||
margin: 16px 0;
|
||
page-break-inside: avoid;
|
||
}
|
||
.step-card-header {
|
||
display: flex;
|
||
align-items: center;
|
||
gap: 12px;
|
||
padding: 12px 16px;
|
||
background: linear-gradient(90deg, #ecfdf5, #f8fafc);
|
||
border-bottom: 1px solid #e2e8f0;
|
||
}
|
||
.step-num {
|
||
width: 32px;
|
||
height: 32px;
|
||
border-radius: 50%;
|
||
background: #059669;
|
||
color: #fff;
|
||
font-weight: 800;
|
||
display: flex;
|
||
align-items: center;
|
||
justify-content: center;
|
||
font-size: 14pt;
|
||
flex-shrink: 0;
|
||
}
|
||
.step-card-header h3 { margin: 0; color: #0f172a; font-size: 12pt; }
|
||
.step-card-body { padding: 14px 16px; display: grid; grid-template-columns: 1fr 1fr; gap: 16px; }
|
||
@media print {
|
||
.step-card-body { grid-template-columns: 1fr 1fr; }
|
||
}
|
||
.step-text { font-size: 10.5pt; }
|
||
.ui-mock {
|
||
border: 1px solid #cbd5e1;
|
||
border-radius: 8px;
|
||
background: #f8fafc;
|
||
padding: 10px;
|
||
font-size: 9pt;
|
||
}
|
||
.ui-mock-title {
|
||
font-weight: 700;
|
||
color: #475569;
|
||
margin-bottom: 8px;
|
||
padding-bottom: 6px;
|
||
border-bottom: 1px dashed #cbd5e1;
|
||
font-size: 9pt;
|
||
}
|
||
.ui-btn {
|
||
display: inline-block;
|
||
padding: 3px 10px;
|
||
border-radius: 6px;
|
||
font-size: 8.5pt;
|
||
font-weight: 600;
|
||
margin: 2px;
|
||
}
|
||
.ui-btn-primary { background: #2563eb; color: #fff; }
|
||
.ui-btn-green { background: #059669; color: #fff; }
|
||
.ui-btn-default { background: #fff; border: 1px solid #d1d5db; color: #334155; }
|
||
.ui-tag { display: inline-block; padding: 1px 6px; border-radius: 4px; font-size: 8pt; font-weight: 600; }
|
||
.ui-tag-green { background: #dcfce7; color: #166534; }
|
||
.ui-tag-blue { background: #dbeafe; color: #1e40af; }
|
||
.ui-tag-orange { background: #ffedd5; color: #c2410c; }
|
||
.ui-tag-red { background: #fee2e2; color: #b91c1c; }
|
||
.ui-row { display: flex; gap: 6px; align-items: center; margin: 4px 0; flex-wrap: wrap; }
|
||
.ui-field {
|
||
background: #fff;
|
||
border: 1px solid #e2e8f0;
|
||
border-radius: 4px;
|
||
padding: 4px 8px;
|
||
flex: 1;
|
||
min-width: 60px;
|
||
color: #64748b;
|
||
font-size: 8.5pt;
|
||
}
|
||
.ui-table { width: 100%; border-collapse: collapse; font-size: 8pt; }
|
||
.ui-table th, .ui-table td { border: 1px solid #e2e8f0; padding: 4px 6px; background: #fff; }
|
||
.ui-table th { background: #f1f5f9; font-weight: 700; }
|
||
.amount-bar {
|
||
display: flex;
|
||
gap: 8px;
|
||
margin-top: 8px;
|
||
}
|
||
.amount-box {
|
||
flex: 1;
|
||
border-radius: 8px;
|
||
padding: 8px;
|
||
font-size: 8pt;
|
||
}
|
||
.amount-box-green { background: #ecfdf5; border: 1px solid #bbf7d0; }
|
||
.amount-box-blue { background: #eff6ff; border: 1px solid #bfdbfe; }
|
||
.amount-val { font-size: 14pt; font-weight: 800; }
|
||
.amount-green { color: #059669; }
|
||
.amount-blue { color: #1d4ed8; }
|
||
.checklist { list-style: none; padding: 0; }
|
||
.checklist li::before { content: "☐ "; color: #059669; font-weight: 700; }
|
||
.page-break { page-break-before: always; }
|
||
.footer-note {
|
||
margin-top: 32px;
|
||
padding-top: 12px;
|
||
border-top: 1px solid #e2e8f0;
|
||
font-size: 9pt;
|
||
color: #94a3b8;
|
||
text-align: center;
|
||
}
|
||
.status-flow { display: flex; flex-wrap: wrap; gap: 6px; align-items: center; justify-content: center; margin: 12px 0; font-size: 9pt; }
|
||
.status-node {
|
||
padding: 6px 12px;
|
||
border-radius: 8px;
|
||
font-weight: 700;
|
||
border: 1px solid;
|
||
}
|
||
.status-arrow { color: #94a3b8; font-weight: 700; }
|
||
.sn-default { background: #f1f5f9; border-color: #cbd5e1; color: #475569; }
|
||
.sn-process { background: #dbeafe; border-color: #93c5fd; color: #1d4ed8; }
|
||
.sn-success { background: #dcfce7; border-color: #86efac; color: #166534; }
|
||
.sn-error { background: #fee2e2; border-color: #fca5a5; color: #b91c1c; }
|
||
</style>
|
||
</head>
|
||
<body>
|
||
|
||
<!-- 封面 -->
|
||
<div class="cover">
|
||
<div class="cover-badge">ONE-OS · 业务管理</div>
|
||
<h1>保险采购</h1>
|
||
<div class="subtitle">比价单操作手册（详细版）</div>
|
||
<div class="cover-meta">
|
||
<div><strong>适用模块：</strong>业务管理 → 保险采购 → 比价单</div>
|
||
<div><strong>适用角色：</strong>采购专员、运营专员</div>
|
||
<div><strong>文档版本：</strong>V1.0 | <strong>更新日期：</strong>2026-06-01</div>
|
||
<div><strong>路径：</strong>工具栏「比价单管理」/ KPI「险种临期预警」</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 目录 -->
|
||
<div class="toc">
|
||
<h2>目录</h2>
|
||
<ol>
|
||
<li><a href="#s1">模块概述与核心概念</a></li>
|
||
<li><a href="#s2">全流程总览（流程图）</a></li>
|
||
<li><a href="#s3">三种创建入口</a></li>
|
||
<li><a href="#s4">分步操作说明（7 步详解）</a></li>
|
||
<li><a href="#s5">采购状态与审批流转</a></li>
|
||
<li><a href="#s6">金额汇总说明</a></li>
|
||
<li><a href="#s7">提交前自查清单</a></li>
|
||
<li><a href="#s8">比价单管理与预警看板</a></li>
|
||
<li><a href="#s9">常见问题与处理</a></li>
|
||
<li><a href="#s10">字段速查表</a></li>
|
||
</ol>
|
||
</div>
|
||
|
||
<!-- 1 概述 -->
|
||
<h2 id="s1">一、模块概述与核心概念</h2>
|
||
<div class="section">
|
||
<div class="info-box">
|
||
<strong>比价单</strong>是一次保险采购批次，内含多条<strong>购买记录</strong>（车辆 × 险种）。
|
||
比价单与「保单管理」台账<strong>相互独立</strong>，不自动同步；审批通过后需另行录入台账。
|
||
</div>
|
||
<table class="data">
|
||
<tr><th style="width:28%">概念</th><th>说明</th></tr>
|
||
<tr><td>比价单</td><td>一次采购任务，含创建日期、创建人、备注、附件及多条购买记录</td></tr>
|
||
<tr><td>购买记录</td><td>表格中每一行 = 一辆车 + 一种险种 + 报价 + 最晚付费日</td></tr>
|
||
<tr><td>最终比价结果</td><td>从多家报价中选定的一条，作为该行采购金额依据</td></tr>
|
||
<tr><td>采购状态</td><td>未提交 → 审批中 → 审批通过；亦可被工作流回写为撤回/审批驳回</td></tr>
|
||
<tr><td>最晚付费日</td><td>采购付款截止日；≤3 天为临期，过期为超期，列表有标签提醒</td></tr>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- 2 全流程 -->
|
||
<h2 id="s2">二、全流程总览</h2>
|
||
<div class="diagram-wrap">
|
||
<svg viewBox="0 0 720 320" width="700" xmlns="http://www.w3.org/2000/svg">
|
||
<defs>
|
||
<marker id="arrow" markerWidth="8" markerHeight="8" refX="6" refY="3" orient="auto">
|
||
<path d="M0,0 L6,3 L0,6 Z" fill="#64748b"/>
|
||
</marker>
|
||
<linearGradient id="g1" x1="0" y1="0" x2="1" y2="1"><stop offset="0%" stop-color="#ecfdf5"/><stop offset="100%" stop-color="#d1fae5"/></linearGradient>
|
||
<linearGradient id="g2" x1="0" y1="0" x2="1" y2="1"><stop offset="0%" stop-color="#eff6ff"/><stop offset="100%" stop-color="#dbeafe"/></linearGradient>
|
||
</defs>
|
||
<!-- 入口 -->
|
||
<rect x="20" y="20" width="120" height="44" rx="8" fill="url(#g1)" stroke="#059669" stroke-width="1.5"/>
|
||
<text x="80" y="47" text-anchor="middle" font-size="11" font-weight="700" fill="#065f46">创建比价单</text>
|
||
<!-- 维护记录 -->
|
||
<rect x="170" y="20" width="120" height="44" rx="8" fill="#fff" stroke="#94a3b8" stroke-width="1.5"/>
|
||
<text x="230" y="47" text-anchor="middle" font-size="11" font-weight="600" fill="#334155">添加购买记录</text>
|
||
<!-- 报价 -->
|
||
<rect x="320" y="20" width="120" height="44" rx="8" fill="#fff" stroke="#94a3b8" stroke-width="1.5"/>
|
||
<text x="380" y="47" text-anchor="middle" font-size="11" font-weight="600" fill="#334155">录入报价</text>
|
||
<!-- 付费日 -->
|
||
<rect x="470" y="20" width="120" height="44" rx="8" fill="#fff" stroke="#94a3b8" stroke-width="1.5"/>
|
||
<text x="530" y="47" text-anchor="middle" font-size="11" font-weight="600" fill="#334155">填最晚付费日</text>
|
||
<!-- 保存 -->
|
||
<rect x="620" y="20" width="80" height="44" rx="8" fill="url(#g1)" stroke="#059669" stroke-width="1.5"/>
|
||
<text x="660" y="47" text-anchor="middle" font-size="11" font-weight="700" fill="#065f46">保存</text>
|
||
<line x1="140" y1="42" x2="168" y2="42" stroke="#64748b" stroke-width="1.5" marker-end="url(#arrow)"/>
|
||
<line x1="290" y1="42" x2="318" y2="42" stroke="#64748b" stroke-width="1.5" marker-end="url(#arrow)"/>
|
||
<line x1="440" y1="42" x2="468" y2="42" stroke="#64748b" stroke-width="1.5" marker-end="url(#arrow)"/>
|
||
<line x1="590" y1="42" x2="618" y2="42" stroke="#64748b" stroke-width="1.5" marker-end="url(#arrow)"/>
|
||
|
||
<!-- 下行：提交 -->
|
||
<rect x="170" y="120" width="140" height="50" rx="8" fill="url(#g2)" stroke="#2563eb" stroke-width="1.5"/>
|
||
<text x="240" y="142" text-anchor="middle" font-size="11" font-weight="700" fill="#1e40af">勾选购买记录</text>
|
||
<text x="240" y="158" text-anchor="middle" font-size="9" fill="#3b82f6">须满足提交条件</text>
|
||
|
||
<rect x="350" y="120" width="140" height="50" rx="8" fill="url(#g2)" stroke="#2563eb" stroke-width="1.5"/>
|
||
<text x="420" y="142" text-anchor="middle" font-size="11" font-weight="700" fill="#1e40af">提交采购申请</text>
|
||
<text x="420" y="158" text-anchor="middle" font-size="9" fill="#3b82f6">进入审批流程</text>
|
||
|
||
<rect x="530" y="120" width="140" height="50" rx="8" fill="#fef3c7" stroke="#f59e0b" stroke-width="1.5"/>
|
||
<text x="600" y="142" text-anchor="middle" font-size="11" font-weight="700" fill="#b45309">审批中心办理</text>
|
||
<text x="600" y="158" text-anchor="middle" font-size="9" fill="#d97706">通过/驳回/撤回</text>
|
||
|
||
<line x1="660" y1="64" x2="660" y2="90" stroke="#64748b" stroke-width="1.5"/>
|
||
<line x1="660" y1="90" x2="240" y2="90" stroke="#64748b" stroke-width="1.5"/>
|
||
<line x1="240" y1="90" x2="240" y2="118" stroke="#64748b" stroke-width="1.5" marker-end="url(#arrow)"/>
|
||
<line x1="310" y1="145" x2="348" y2="145" stroke="#64748b" stroke-width="1.5" marker-end="url(#arrow)"/>
|
||
<line x1="490" y1="145" x2="528" y2="145" stroke="#64748b" stroke-width="1.5" marker-end="url(#arrow)"/>
|
||
|
||
<!-- 回写 -->
|
||
<rect x="200" y="220" width="320" height="50" rx="8" fill="#f8fafc" stroke="#cbd5e1" stroke-width="1.5"/>
|
||
<text x="360" y="242" text-anchor="middle" font-size="11" font-weight="600" fill="#334155">工作流回写采购状态至比价单</text>
|
||
<text x="360" y="258" text-anchor="middle" font-size="9" fill="#64748b">审批中 → 审批通过 / 撤回 / 审批驳回</text>
|
||
<line x1="600" y1="170" x2="600" y2="195" stroke="#64748b" stroke-width="1.5"/>
|
||
<line x1="600" y1="195" x2="360" y2="195" stroke="#64748b" stroke-width="1.5"/>
|
||
<line x1="360" y1="195" x2="360" y2="218" stroke="#64748b" stroke-width="1.5" marker-end="url(#arrow)"/>
|
||
|
||
<!-- 图例 -->
|
||
<rect x="20" y="290" width="14" height="14" rx="3" fill="url(#g1)" stroke="#059669"/>
|
||
<text x="40" y="301" font-size="9" fill="#64748b">必填/关键步骤</text>
|
||
<rect x="130" y="290" width="14" height="14" rx="3" fill="url(#g2)" stroke="#2563eb"/>
|
||
<text x="150" y="301" font-size="9" fill="#64748b">采购提交</text>
|
||
<rect x="230" y="290" width="14" height="14" rx="3" fill="#fef3c7" stroke="#f59e0b"/>
|
||
<text x="250" y="301" font-size="9" fill="#64748b">审批环节</text>
|
||
</svg>
|
||
<div class="diagram-caption">图 1 · 比价单从创建到审批回写全流程</div>
|
||
</div>
|
||
|
||
<!-- 3 创建入口 -->
|
||
<h2 id="s3">三、三种创建入口</h2>
|
||
<div class="diagram-wrap">
|
||
<svg viewBox="0 0 700 200" width="680" xmlns="http://www.w3.org/2000/svg">
|
||
<rect x="280" y="10" width="140" height="40" rx="20" fill="#059669"/>
|
||
<text x="350" y="36" text-anchor="middle" font-size="12" font-weight="700" fill="#fff">进入比价单编辑器</text>
|
||
<line x1="350" y1="50" x2="350" y2="70" stroke="#94a3b8" stroke-width="1.5"/>
|
||
<line x1="120" y1="70" x2="580" y2="70" stroke="#94a3b8" stroke-width="1.5"/>
|
||
<line x1="120" y1="70" x2="120" y2="85" stroke="#94a3b8" stroke-width="1.5"/>
|
||
<line x1="350" y1="70" x2="350" y2="85" stroke="#94a3b8" stroke-width="1.5"/>
|
||
<line x1="580" y1="70" x2="580" y2="85" stroke="#94a3b8" stroke-width="1.5"/>
|
||
|
||
<rect x="30" y="85" width="180" height="90" rx="10" fill="#f0fdf4" stroke="#86efac"/>
|
||
<text x="120" y="110" text-anchor="middle" font-size="11" font-weight="700" fill="#166534">入口 A · 手动新建</text>
|
||
<text x="120" y="128" text-anchor="middle" font-size="9" fill="#475569">比价单管理</text>
|
||
<text x="120" y="142" text-anchor="middle" font-size="9" fill="#475569">→ 新建比价单</text>
|
||
<text x="120" y="162" text-anchor="middle" font-size="8.5" fill="#64748b">空白编辑器，逐行添加</text>
|
||
|
||
<rect x="260" y="85" width="180" height="90" rx="10" fill="#eff6ff" stroke="#93c5fd"/>
|
||
<text x="350" y="110" text-anchor="middle" font-size="11" font-weight="700" fill="#1e40af">入口 B · 编辑历史</text>
|
||
<text x="350" y="128" text-anchor="middle" font-size="9" fill="#475569">比价单管理列表</text>
|
||
<text x="350" y="142" text-anchor="middle" font-size="9" fill="#475569">→ 点击「编辑」</text>
|
||
<text x="350" y="162" text-anchor="middle" font-size="8.5" fill="#64748b">继续维护未完结批次</text>
|
||
|
||
<rect x="490" y="85" width="180" height="90" rx="10" fill="#fff7ed" stroke="#fdba74"/>
|
||
<text x="580" y="110" text-anchor="middle" font-size="11" font-weight="700" fill="#c2410c">入口 C · 一键生成</text>
|
||
<text x="580" y="128" text-anchor="middle" font-size="9" fill="#475569">KPI 临期预警/核心逾期</text>
|
||
<text x="580" y="142" text-anchor="middle" font-size="9" fill="#475569">→ 一键生成比价单</text>
|
||
<text x="580" y="162" text-anchor="middle" font-size="8.5" fill="#64748b">自动带入车辆，跳过已提交记录</text>
|
||
</svg>
|
||
<div class="diagram-caption">图 2 · 三种进入比价单编辑器的方式</div>
|
||
</div>
|
||
|
||
<div class="warn-box">
|
||
<strong>注意（入口 C）：</strong>一键生成后备注会自动填充，但<strong>附件为空</strong>，须手动上传至少 1 个附件后方可保存；报价也需逐行补录。
|
||
</div>
|
||
|
||
<!-- 4 分步操作 -->
|
||
<h2 id="s4" class="page-break">四、分步操作说明（7 步详解）</h2>
|
||
|
||
<div class="step-card">
|
||
<div class="step-card-header">
|
||
<div class="step-num">1</div>
|
||
<h3>进入比价单编辑器</h3>
|
||
</div>
|
||
<div class="step-card-body">
|
||
<div class="step-text">
|
||
<p><strong>操作路径：</strong></p>
|
||
<ol>
|
||
<li>打开「业务管理 → 保险采购」</li>
|
||
<li>点击工具栏 <strong>「比价单管理」</strong></li>
|
||
<li>选择「新建比价单」或列表「编辑」</li>
|
||
</ol>
|
||
<p><strong>预期结果：</strong>弹出全屏比价单编辑弹窗，标题显示「新建比价单」或「编辑比价单」。</p>
|
||
</div>
|
||
<div class="ui-mock">
|
||
<div class="ui-mock-title">界面示意 · 工具栏入口</div>
|
||
<div class="ui-row">
|
||
<span class="ui-btn ui-btn-green">比价单管理</span>
|
||
<span style="font-size:8pt;color:#94a3b8">保单管理 · 筛选条件 ...</span>
|
||
</div>
|
||
<div style="margin-top:8px;padding:8px;background:#fff;border-radius:6px;border:1px solid #e2e8f0">
|
||
<div style="font-weight:700;font-size:9pt;margin-bottom:6px">比价单管理</div>
|
||
<div class="ui-row">
|
||
<span class="ui-btn ui-btn-green">新建比价单</span>
|
||
<span style="font-size:8pt">共 3 条比价单</span>
|
||
</div>
|
||
<table class="ui-table" style="margin-top:6px">
|
||
<tr><th>创建日期</th><th>总车辆</th><th>操作</th></tr>
|
||
<tr><td>2026-05-28</td><td>5</td><td><span style="color:#059669">编辑</span></td></tr>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="step-card">
|
||
<div class="step-card-header">
|
||
<div class="step-num">2</div>
|
||
<h3>添加购买记录</h3>
|
||
</div>
|
||
<div class="step-card-body">
|
||
<div class="step-text">
|
||
<p><strong>方式一：逐行新增</strong></p>
|
||
<ol>
|
||
<li>点击表格上方 <strong>「新增一行」</strong></li>
|
||
<li>在「车牌号」或「VIN」列选择/输入车辆</li>
|
||
<li>确认「投保方式」「保险类型」</li>
|
||
</ol>
|
||
<p><strong>方式二：批量选车</strong></p>
|
||
<ol>
|
||
<li>顶部筛选区「车辆」→ 输入多个车牌或 VIN（换行/逗号分隔）</li>
|
||
<li>确认后批量带入匹配车辆</li>
|
||
</ol>
|
||
<p>选车后客户、品牌、到期日等字段<strong>自动只读带出</strong>。支持「暂无车牌」仅 VIN 车辆。</p>
|
||
</div>
|
||
<div class="ui-mock">
|
||
<div class="ui-mock-title">界面示意 · 购买记录表格</div>
|
||
<div class="ui-row">
|
||
<span class="ui-field">车辆：已选 3 辆车 ▼</span>
|
||
<span class="ui-field">险种：交强险 ▼</span>
|
||
<span class="ui-btn ui-btn-default">新增一行</span>
|
||
</div>
|
||
<table class="ui-table" style="margin-top:6px">
|
||
<tr><th>☑</th><th>车牌号</th><th>保险类型</th><th>投保方式</th><th>客户</th></tr>
|
||
<tr><td>☐</td><td>沪A03561F</td><td>交强险</td><td>续保</td><td>上海迅杰物流</td></tr>
|
||
<tr><td>☐</td><td>暂无车牌</td><td>商业险</td><td>新保</td><td>—</td></tr>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="step-card page-break">
|
||
<div class="step-card-header">
|
||
<div class="step-num">3</div>
|
||
<h3>录入报价（每行必做）</h3>
|
||
</div>
|
||
<div class="step-card-body">
|
||
<div class="step-text">
|
||
<p><strong>操作步骤：</strong></p>
|
||
<ol>
|
||
<li>点击该行 <strong>「报价情况」</strong> 列（带红色 * 必填标识）</li>
|
||
<li>在弹层中点击「新增报价」</li>
|
||
<li>填写<strong>保险公司</strong>、<strong>保险费金额</strong></li>
|
||
<li>将最优报价点击 <strong>「设为最终比价结果」</strong></li>
|
||
</ol>
|
||
<p>一行可录多家报价，但提交前须有且仅有一个「最终比价结果」，行内以高亮卡片展示。</p>
|
||
<div class="tip-box" style="margin-top:8px;padding:8px">
|
||
切换保险类型会清空该行已有报价，请谨慎操作。
|
||
</div>
|
||
</div>
|
||
<div class="ui-mock">
|
||
<div class="ui-mock-title">界面示意 · 报价弹层</div>
|
||
<div style="background:#fff;border:1px solid #e2e8f0;border-radius:6px;padding:8px">
|
||
<div style="font-weight:700;font-size:9pt;margin-bottom:6px">沪A03561F · 交强险</div>
|
||
<div style="border:2px solid #059669;border-radius:6px;padding:6px;margin-bottom:6px;background:#ecfdf5">
|
||
<span class="ui-tag ui-tag-green">最终比价结果</span>
|
||
<div style="margin-top:4px;font-size:8.5pt">中国人保 · ¥ 4,280.00</div>
|
||
</div>
|
||
<div style="border:1px solid #e2e8f0;border-radius:6px;padding:6px;margin-bottom:6px">
|
||
<div style="font-size:8.5pt">中国平安 · ¥ 4,560.00</div>
|
||
</div>
|
||
<span class="ui-btn ui-btn-green">+ 新增报价</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="step-card">
|
||
<div class="step-card-header">
|
||
<div class="step-num">4</div>
|
||
<h3>填写最晚付费日期</h3>
|
||
</div>
|
||
<div class="step-card-body">
|
||
<div class="step-text">
|
||
<p>在「最晚付费日期」列点击日期选择器，为每行指定付款截止日期。</p>
|
||
<ul>
|
||
<li><span class="ui-tag ui-tag-green">剩余N天</span> — 正常</li>
|
||
<li><span class="ui-tag ui-tag-orange">临期N天</span> — 距截止 ≤ 3 天</li>
|
||
<li><span class="ui-tag ui-tag-red">超期N天</span> — 已过截止日</li>
|
||
</ul>
|
||
<p><strong>提交采购时，勾选行必须已填最晚付费日期。</strong></p>
|
||
</div>
|
||
<div class="ui-mock">
|
||
<div class="ui-mock-title">界面示意 · 最晚付费日期</div>
|
||
<table class="ui-table">
|
||
<tr><th>最晚付费日期</th><th>状态标签</th></tr>
|
||
<tr><td>2026-06-05</td><td><span class="ui-tag ui-tag-orange">临期2天</span></td></tr>
|
||
<tr><td>2026-05-28</td><td><span class="ui-tag ui-tag-red">超期3天</span></td></tr>
|
||
<tr><td>2026-07-01</td><td><span class="ui-tag ui-tag-green">剩余30天</span></td></tr>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="step-card">
|
||
<div class="step-card-header">
|
||
<div class="step-num">5</div>
|
||
<h3>填写备注与附件，保存比价单</h3>
|
||
</div>
|
||
<div class="step-card-body">
|
||
<div class="step-text">
|
||
<p>编辑器底部区域：</p>
|
||
<ol>
|
||
<li><strong>备注</strong>（必填 *）：填写本批次采购说明</li>
|
||
<li><strong>附件</strong>（必填 *）：上传至少 1 个文件，不限格式与数量</li>
|
||
<li>点击 <strong>「保存比价单」</strong></li>
|
||
</ol>
|
||
<p>未填备注或未传附件时，系统提示「请填写备注」或「请上传附件」，无法保存。</p>
|
||
<p>保存后可继续编辑，不会关闭弹窗。</p>
|
||
</div>
|
||
<div class="ui-mock">
|
||
<div class="ui-mock-title">界面示意 · 底部保存区</div>
|
||
<div class="ui-field" style="margin-bottom:6px">备注 * ：本次续保批次，共 5 辆车...</div>
|
||
<div class="ui-row">
|
||
<span class="ui-btn ui-btn-default">点击或拖拽上传附件</span>
|
||
<span style="font-size:8pt">报价单.pdf ✓</span>
|
||
</div>
|
||
<div class="amount-bar">
|
||
<div class="amount-box amount-box-green">
|
||
<div>当前保单总金额</div>
|
||
<div class="amount-val amount-green">21,400.00 <span style="font-size:9pt">元</span></div>
|
||
<div style="font-size:7.5pt;color:#64748b">全单已确认 5 项</div>
|
||
</div>
|
||
<div class="amount-box amount-box-blue">
|
||
<div>已选保单总金额</div>
|
||
<div class="amount-val amount-blue">8,560.00 <span style="font-size:9pt">元</span></div>
|
||
<div style="font-size:7.5pt;color:#64748b">已勾选 2 条</div>
|
||
</div>
|
||
</div>
|
||
<div class="ui-row" style="margin-top:8px;justify-content:flex-end">
|
||
<span class="ui-btn ui-btn-default">取消</span>
|
||
<span class="ui-btn ui-btn-default">保存比价单</span>
|
||
<span class="ui-btn ui-btn-primary">提交采购申请</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="step-card page-break">
|
||
<div class="step-card-header">
|
||
<div class="step-num">6</div>
|
||
<h3>勾选并提交采购申请</h3>
|
||
</div>
|
||
<div class="step-card-body">
|
||
<div class="step-text">
|
||
<p><strong>操作步骤：</strong></p>
|
||
<ol>
|
||
<li>在表格左侧勾选需要提交采购的购买记录</li>
|
||
<li>确认底部「已选保单总金额」无误</li>
|
||
<li>点击 <strong>「提交采购申请」</strong></li>
|
||
</ol>
|
||
<p><strong>系统校验（全部通过才可提交）：</strong></p>
|
||
<ul>
|
||
<li>勾选行已有报价且已设最终比价结果</li>
|
||
<li>勾选行已填最晚付费日期</li>
|
||
<li>勾选行采购状态为「未提交 / 撤回 / 审批驳回」</li>
|
||
<li>备注、附件已填写</li>
|
||
</ul>
|
||
<p>若比价单尚未保存，系统会先弹出「保存并提交采购」确认框。</p>
|
||
<p>成功后提示「比价单审批流程提交成功」，勾选行状态变为 <strong>审批中</strong>。</p>
|
||
</div>
|
||
<div class="ui-mock">
|
||
<div class="ui-mock-title">界面示意 · 提交后状态</div>
|
||
<table class="ui-table">
|
||
<tr><th>☑</th><th>车牌号</th><th>采购状态</th><th>当前审批人</th></tr>
|
||
<tr><td style="color:#cbd5e1">—</td><td>沪A03561F</td><td><span class="ui-tag ui-tag-blue">审批中</span></td><td>李专员</td></tr>
|
||
<tr><td>☐</td><td>粤B58888F</td><td><span class="ui-tag" style="background:#f1f5f9;color:#64748b">未提交</span></td><td>—</td></tr>
|
||
</table>
|
||
<div style="margin-top:6px;font-size:8pt;color:#64748b">审批中、审批通过的行：多选框禁用，不可重复提交</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="step-card">
|
||
<div class="step-card-header">
|
||
<div class="step-num">7</div>
|
||
<h3>跟踪审批与后续处理</h3>
|
||
</div>
|
||
<div class="step-card-body">
|
||
<div class="step-text">
|
||
<p><strong>在保险采购页查看：</strong></p>
|
||
<ul>
|
||
<li>编辑弹窗内「采购状态」「当前审批人」列</li>
|
||
<li>「比价单管理」列表的已提交采购数量、审批通过数量</li>
|
||
<li>临期/超期最晚付费看板</li>
|
||
</ul>
|
||
<p><strong>在审批中心办理：</strong></p>
|
||
<ul>
|
||
<li>审批通过 → 状态回写「审批通过」，多选框保持禁用</li>
|
||
<li>撤回 / 审批驳回 → 回写后可重新勾选并提交</li>
|
||
</ul>
|
||
</div>
|
||
<div class="ui-mock">
|
||
<div class="ui-mock-title">界面示意 · 比价单管理列表</div>
|
||
<div class="ui-row" style="margin-bottom:6px">
|
||
<div style="flex:1;background:#fff7ed;border:1px solid #fed7aa;border-radius:6px;padding:6px;text-align:center">
|
||
<div style="font-size:8pt;color:#c2410c">最晚付费临期</div>
|
||
<div style="font-size:14pt;font-weight:800;color:#c2410c">3</div>
|
||
</div>
|
||
<div style="flex:1;background:#fef2f2;border:1px solid #fecaca;border-radius:6px;padding:6px;text-align:center">
|
||
<div style="font-size:8pt;color:#b91c1c">最晚付费超期</div>
|
||
<div style="font-size:14pt;font-weight:800;color:#b91c1c">1</div>
|
||
</div>
|
||
</div>
|
||
<table class="ui-table">
|
||
<tr><th>创建日期</th><th>已提交</th><th>审批通过</th><th>操作</th></tr>
|
||
<tr><td>2026-05-28</td><td>3</td><td>1</td><td>编辑 / 删除</td></tr>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 5 状态 -->
|
||
<h2 id="s5" class="page-break">五、采购状态与审批流转</h2>
|
||
<div class="diagram-wrap">
|
||
<svg viewBox="0 0 680 180" width="660" xmlns="http://www.w3.org/2000/svg">
|
||
<defs><marker id="a2" markerWidth="8" markerHeight="8" refX="6" refY="3" orient="auto"><path d="M0,0 L6,3 L0,6 Z" fill="#64748b"/></marker></defs>
|
||
<rect x="20" y="60" width="90" height="36" rx="6" fill="#f1f5f9" stroke="#cbd5e1"/>
|
||
<text x="65" y="83" text-anchor="middle" font-size="10" font-weight="700" fill="#475569">未提交</text>
|
||
<rect x="150" y="60" width="90" height="36" rx="6" fill="#dbeafe" stroke="#93c5fd"/>
|
||
<text x="195" y="83" text-anchor="middle" font-size="10" font-weight="700" fill="#1d4ed8">审批中</text>
|
||
<rect x="280" y="60" width="100" height="36" rx="6" fill="#dcfce7" stroke="#86efac"/>
|
||
<text x="330" y="83" text-anchor="middle" font-size="10" font-weight="700" fill="#166534">审批通过</text>
|
||
<rect x="150" y="130" width="90" height="36" rx="6" fill="#f1f5f9" stroke="#cbd5e1"/>
|
||
<text x="195" y="153" text-anchor="middle" font-size="10" font-weight="700" fill="#475569">撤回</text>
|
||
<rect x="280" y="130" width="100" height="36" rx="6" fill="#fee2e2" stroke="#fca5a5"/>
|
||
<text x="330" y="153" text-anchor="middle" font-size="10" font-weight="700" fill="#b91c1c">审批驳回</text>
|
||
<line x1="110" y1="78" x2="148" y2="78" stroke="#64748b" marker-end="url(#a2)"/>
|
||
<text x="129" y="72" font-size="8" fill="#64748b">提交</text>
|
||
<line x1="240" y1="78" x2="278" y2="78" stroke="#64748b" marker-end="url(#a2)"/>
|
||
<text x="259" y="72" font-size="8" fill="#64748b">通过</text>
|
||
<line x1="195" y1="96" x2="195" y2="128" stroke="#64748b" marker-end="url(#a2)"/>
|
||
<text x="205" y="115" font-size="8" fill="#64748b">撤回</text>
|
||
<line x1="330" y1="96" x2="330" y2="128" stroke="#64748b" marker-end="url(#a2)"/>
|
||
<text x="340" y="115" font-size="8" fill="#64748b">驳回</text>
|
||
<path d="M240 148 Q 130 148 110 96" fill="none" stroke="#059669" stroke-width="1.5" marker-end="url(#a2)"/>
|
||
<text x="100" y="140" font-size="8" fill="#059669">可重新提交</text>
|
||
<path d="M330 166 Q 450 166 480 78" fill="none" stroke="#059669" stroke-width="1.5" marker-end="url(#a2)"/>
|
||
<text x="430" y="130" font-size="8" fill="#059669">可重新提交</text>
|
||
<rect x="430" y="20" width="230" height="50" rx="8" fill="#f8fafc" stroke="#e2e8f0"/>
|
||
<text x="545" y="42" text-anchor="middle" font-size="9" font-weight="600" fill="#334155">审批中 / 审批通过 → 多选框禁用</text>
|
||
<text x="545" y="58" text-anchor="middle" font-size="8.5" fill="#64748b">撤回 / 驳回 / 未提交 → 可勾选提交</text>
|
||
</svg>
|
||
<div class="diagram-caption">图 3 · 采购状态流转与可提交条件</div>
|
||
</div>
|
||
|
||
<table class="data">
|
||
<tr><th>状态</th><th>含义</th><th>可否勾选提交</th><th>办理位置</th></tr>
|
||
<tr><td>未提交</td><td>尚未发起采购审批</td><td>✓ 可以</td><td>本页提交</td></tr>
|
||
<tr><td>审批中</td><td>已提交，流程进行中</td><td>✗ 禁用</td><td>审批中心审批</td></tr>
|
||
<tr><td>审批通过</td><td>末节点已通过</td><td>✗ 禁用</td><td>—</td></tr>
|
||
<tr><td>撤回</td><td>申请人或审批人撤回</td><td>✓ 可以</td><td>审批中心操作</td></tr>
|
||
<tr><td>审批驳回</td><td>审批未通过</td><td>✓ 可以</td><td>审批中心操作</td></tr>
|
||
</table>
|
||
|
||
<!-- 6 金额 -->
|
||
<h2 id="s6">六、金额汇总说明</h2>
|
||
<div class="section">
|
||
<p>编辑器底部左右并排展示两个金额栏，实时随报价与勾选变化：</p>
|
||
<table class="data">
|
||
<tr><th style="width:30%">栏位</th><th>计算规则</th><th>样式</th></tr>
|
||
<tr>
|
||
<td><strong>当前保单总金额</strong></td>
|
||
<td>本比价单所有已设「最终比价结果」的购买记录，保险费合计</td>
|
||
<td>绿色背景</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>已选保单总金额</strong></td>
|
||
<td>当前勾选且已设最终比价结果的行，保险费合计</td>
|
||
<td>蓝色背景</td>
|
||
</tr>
|
||
</table>
|
||
<div class="tip-box">辅助文案：左侧显示「全单已确认 N 项」；右侧显示「已勾选 N 条 · 可提交 M 项确认报价」。</div>
|
||
</div>
|
||
|
||
<!-- 7 自查 -->
|
||
<h2 id="s7">七、提交前自查清单</h2>
|
||
<div class="section">
|
||
<p>勾选购买记录并点击「提交采购申请」前，请逐项确认：</p>
|
||
<ul class="checklist">
|
||
<li>每一勾选行已新增至少一条报价</li>
|
||
<li>每一勾选行已设为「最终比价结果」</li>
|
||
<li>每一勾选行已填写「最晚付费日期」</li>
|
||
<li>勾选行采购状态不是「审批中」或「审批通过」</li>
|
||
<li>比价单「备注」已填写（非空）</li>
|
||
<li>比价单「附件」已上传至少 1 个文件</li>
|
||
<li>「已选保单总金额」与预期一致</li>
|
||
<li>比价单已保存（新建单首次提交会自动提示保存）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- 8 管理 -->
|
||
<h2 id="s8" class="page-break">八、比价单管理与预警看板</h2>
|
||
<h3>8.1 比价单管理列表</h3>
|
||
<table class="data">
|
||
<tr><th>功能</th><th>说明</th></tr>
|
||
<tr><td>筛选</td><td>按创建时间范围、车牌号（支持 VIN 模糊匹配）查询</td></tr>
|
||
<tr><td>新建 / 编辑</td><td>进入编辑器维护购买记录</td></tr>
|
||
<tr><td>删除</td><td>删除整单，不可恢复，需二次确认</td></tr>
|
||
<tr><td>统计列</td><td>总车辆、保险数量、附件数、已提交采购数量、审批通过数量</td></tr>
|
||
</table>
|
||
|
||
<h3>8.2 最晚付费预警看板</h3>
|
||
<table class="data">
|
||
<tr><th>看板</th><th>规则</th><th>用途</th></tr>
|
||
<tr><td>最晚付费临期</td><td>距最晚付费日 ≤ 3 天</td><td>提醒尽快完成采购付款</td></tr>
|
||
<tr><td>最晚付费超期</td><td>已超过最晚付费日</td><td>标识逾期风险，优先处理</td></tr>
|
||
</table>
|
||
|
||
<h3>8.3 编辑器内筛选</h3>
|
||
<ul>
|
||
<li>按车辆（多选车牌/VIN）</li>
|
||
<li>按保险类型</li>
|
||
<li>勾选「仅显示最晚付费日期 3 天内的记录」</li>
|
||
</ul>
|
||
|
||
<!-- 9 FAQ -->
|
||
<h2 id="s9">九、常见问题与处理</h2>
|
||
<table class="data">
|
||
<tr><th style="width:35%">问题</th><th>原因</th><th>处理办法</th></tr>
|
||
<tr>
|
||
<td>提示「请填写备注」/「请上传附件」</td>
|
||
<td>备注或附件未填</td>
|
||
<td>在底部填写备注并上传至少 1 个附件后保存</td>
|
||
</tr>
|
||
<tr>
|
||
<td>提示「须新增保险报价」</td>
|
||
<td>勾选行无报价</td>
|
||
<td>进入「报价情况」新增报价</td>
|
||
</tr>
|
||
<tr>
|
||
<td>提示「须将报价设为最终比价结果」</td>
|
||
<td>有报价但未确认最终方案</td>
|
||
<td>在报价弹层点击「设为最终比价结果」</td>
|
||
</tr>
|
||
<tr>
|
||
<td>提示「须填写最晚付费日期」</td>
|
||
<td>勾选行缺日期</td>
|
||
<td>在对应行选择最晚付费日期</td>
|
||
</tr>
|
||
<tr>
|
||
<td>勾选框灰色不可选</td>
|
||
<td>该行已审批中或审批通过</td>
|
||
<td>无需重复提交；等审批结束或驳回后操作</td>
|
||
</tr>
|
||
<tr>
|
||
<td>一键生成后无法保存</td>
|
||
<td>附件未上传</td>
|
||
<td>补传附件、补录报价后保存</td>
|
||
</tr>
|
||
<tr>
|
||
<td>当前审批人显示「—」</td>
|
||
<td>工作流尚未回写</td>
|
||
<td>属正常情况，待审批流回写后自动展示</td>
|
||
</tr>
|
||
</table>
|
||
|
||
<!-- 10 字段 -->
|
||
<h2 id="s10">十、字段速查表</h2>
|
||
<table class="data">
|
||
<tr><th>字段</th><th>必填</th><th>可编辑</th><th>说明</th></tr>
|
||
<tr><td>车牌号 / VIN</td><td>至少一项</td><td>✓</td><td>选车后自动关联车辆档案</td></tr>
|
||
<tr><td>投保方式</td><td>—</td><td>✓</td><td>新保 / 续保</td></tr>
|
||
<tr><td>保险类型</td><td>—</td><td>✓</td><td>交强/商业/超赔/货物/驾意</td></tr>
|
||
<tr><td>报价情况</td><td>提交时必填</td><td>✓</td><td>保险公司 + 金额，须设最终比价结果</td></tr>
|
||
<tr><td>最晚付费日期</td><td>提交时必填</td><td>✓</td><td>驱动临期/超期提醒</td></tr>
|
||
<tr><td>备注</td><td>保存时必填</td><td>✓</td><td>整单级别，非行级</td></tr>
|
||
<tr><td>附件</td><td>保存时必填</td><td>✓</td><td>整单级别，≥1 个文件</td></tr>
|
||
<tr><td>采购状态</td><td>—</td><td>✗</td><td>由提交操作及工作流回写</td></tr>
|
||
<tr><td>当前审批人</td><td>—</td><td>✗</td><td>工作流回写，可为空</td></tr>
|
||
<tr><td>客户/品牌/到期日等</td><td>—</td><td>✗</td><td>选车后自动带出</td></tr>
|
||
</table>
|
||
|
||
<div class="footer-note">
|
||
ONE-OS 保险采购 · 比价单操作手册 V1.0 · 生成日期 2026-06-01<br/>
|
||
如有流程变更，请以系统内「查看需求说明」最新版本为准。
|
||
</div>
|
||
|
||
</body>
|
||
</html>
|