KR20170096509A - Method for managing estimate and estimate managing server - Google Patents

Method for managing estimate and estimate managing server Download PDF

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KR20170096509A
KR20170096509A KR1020160017980A KR20160017980A KR20170096509A KR 20170096509 A KR20170096509 A KR 20170096509A KR 1020160017980 A KR1020160017980 A KR 1020160017980A KR 20160017980 A KR20160017980 A KR 20160017980A KR 20170096509 A KR20170096509 A KR 20170096509A
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quotation
user terminal
request
charge
user
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KR1020160017980A
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KR101803006B1 (en
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이창현
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쿠팡 주식회사
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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06F17/30—
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063—Operations research, analysis or management
    • G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063—Operations research, analysis or management
    • G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • G06Q10/06311—Scheduling, planning or task assignment for a person or group
    • G06Q10/063112—Skill-based matching of a person or a group to a task
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising
    • G06Q30/0283—Price estimation or determination
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/06—Buying, selling or leasing transactions
    • G06Q50/32—
    • H—ELECTRICITY
    • H04—ELECTRIC COMMUNICATION TECHNIQUE
    • H04L—TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION
    • H04L51/00—User-to-user messaging in packet-switching networks, transmitted according to store-and-forward or real-time protocols, e.g. e-mail
    • H04L51/04—Real-time or near real-time messaging, e.g. instant messaging [IM]
    • H—ELECTRICITY
    • H04—ELECTRIC COMMUNICATION TECHNIQUE
    • H04W—WIRELESS COMMUNICATION NETWORKS
    • H04W4/00—Services specially adapted for wireless communication networks; Facilities therefor
    • H04W4/12—Messaging; Mailboxes; Announcements

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Abstract

According to an embodiment of the present invention, provided is a method for managing an estimate for a product to be registered for sales in an estimate managing server which includes the steps of: receiving a search request from a user terminal for a previously registered estimate through a validation check; transmitting an estimate list searched by corresponding to the search request to the user terminal; receiving a charge request for any one of the estimate lists; and setting a person in charge of the charge-requested estimate as a user who is logged in through the user terminal. Accordingly, the present invention can reduce unnecessary communication between the users, generated in an estimate management process.

Description

{METHOD FOR MANAGING ESTIMATE AND ESTIMATE MANAGING SERVER}

The present invention relates to a quotation management method and a quotation management server. More particularly, the present invention relates to a quotation management server for registering, searching for, setting up, and viewing a quote for a product registered for sale, And more particularly, to a quotation management method and a quotation management server to be provided.

In order to manage a quotation for a large number of commodities, a plurality of commodity planners and operators are required to perform the commodity sales in the shopping mall, And work is being carried out.

Since the quotation management work is performed separately for each user, a lot of communication is required between users such as a product planner and an operator to confirm an operation, and data loss due to an unidentified duplication operation occurs .

In addition, since there are many tasks to be performed by the user directly, such as writing a quotation, checking a margin rate, and checking validity, the time required for managing the quotation must be long, and the productivity of the quotation management work is also inferior.

Therefore, by providing a quotation management service in a lump to a large number of users who share tasks, the demand for improving user convenience and productivity by simplifying the process of quotation management work is increasing. There is an urgent need to solve the problems.

SUMMARY OF THE INVENTION The present invention has been made in view of the above problems, and it is an object of the present invention to provide a quotation for collectively providing a plurality of users with quotation management services such as registration, search, charge setting, Management method, and a quotation management server.

The objects of the present invention are not limited to the above-mentioned objects, and other objects not mentioned can be clearly understood from the following description.

According to another aspect of the present invention, there is provided a method for managing a quotation for a product registered for sale in a quotation management server, the method comprising: receiving a search request for a quotation registered in advance through validation; Receiving from a user terminal; Transmitting the retrieved quote list to the user terminal according to the retrieval request; Receiving a charge request for any one of the quotation lists from the user terminal; And setting a contact person for the requested quote to be charged as a user who has been logged in via the user terminal.

The method according to claim 1, further comprising the steps of: transmitting a warning message to the user terminal if a responsible person is previously set in the requested quote; Receiving from the user terminal a contact person change request for a predetermined quote; And changing and setting a contact person for the quote requested to change the contact person to the user.

The method of managing quotations includes receiving a request for viewing one of the quotation lists from the user terminal; And transmitting detailed information on the quote requested to be browsed to the user terminal.

The retrieval request receiving step may include receiving a retrieval request from the user terminal using at least one of a content name, a product name, a product attribute, and a quote status information.

The method comprising: receiving a query request for any one of the quotation lists from the user terminal; And transmitting the inquiry request to an e-mail account of a preset contact person when a contact person is previously set in the inquiry request inquiry.

The quotation management method may further include deleting the unregistered quotation through validation.

The method of claim 1, further comprising: receiving a statistical request for the quotation list from the user terminal; And transmitting the statistical information of the quotation list to the user terminal.

The method of claim 1, further comprising the steps of: calculating a margin rate of a quotation set by a user as the user based on a sale price and a supply price of the product; And if the calculated margin rate is equal to or greater than a preset ratio, the control unit automatically processes the margin rate confirmation for the quotation set by the user as the user, and if the calculated margin rate is less than a preset ratio, The user may pass the confirmation of the margin rate for the quotation set by the person in charge to the user.

According to another aspect of the present invention, there is provided a quotation management server for managing a quotation for registering for sale of goods in an Internet shopping mall, the apparatus comprising: And transmits the retrieved quote list to the user terminal according to the retrieval request; And a quotation charge charge setting unit for receiving a charge request for any one of the quotation lists from the user terminal and setting a charge for the charge quote to be charged as a user logged in through the user terminal. Is provided.

The charge setting unit may transmit a warning message to the user terminal if the charge is preset in the charge quote requested in charge, receive a charge change request for the quote prepared in advance by the charge person from the user terminal, And change the contact person for the quote requested to be changed to the user.

The quotation management server may further include a quotation requesting unit for receiving a request for viewing the one of the quotation lists from the user terminal and transmitting detailed information on the requested quotation to the user terminal.

The quotation search unit may receive a search request from the user terminal using at least one of a content name, a product name, a product attribute, and a quotation state information.

Wherein the quotation management server receives from the user terminal a request for inquiry about any one of the quotation lists and transmits the inquiry request to an email account of a preset contact person Quot; can be further included.

The quotation management server may further include a quotation deletion unit that deletes the unregistered quotation through the validity check.

The quotation management server may further include a quotation statistic unit for receiving a statistical request for the quotation list from the user terminal and transmitting the statistical information of the quotation list to the user terminal.

Wherein the quotation management server calculates the margin rate of the quotation set by the person in charge as the user based on the selling price and the supply price of the merchandise and if the calculated margin rate is equal to or greater than a preset ratio, And a margin rate verifying unit for passing the margin rate confirmation for the quotation set by the person in charge to the user when the margin rate passing request is received from the user terminal if the calculated margin rate is less than a preset ratio can do.

According to the embodiment of the present invention, since the quotation management service such as the validation of the quotation, the registration, and the charge setting is collectively provided to the users such as the product planner and the operator, unnecessary doctors Communication can be reduced.

In addition, according to the embodiment of the present invention, it is possible to minimize the simple operation and human error caused by the use of an Excel program and the like in the creation of the quotation, and the convenience of the user can be increased by automation functions such as checking the margin rate and validity have.

According to an embodiment of the present invention, since the quotation is registered and managed in stages according to the status of the quotation, it is possible to improve the expertise of the operator who directly performs the quotation management work, prevent duplication between the operators from occurring, There is an effect of simplifying the process of estimating management work.

In addition, according to an embodiment of the present invention, since a quotation search can be performed through various conditions such as a content name, a product name, a product attribute, a status of a quotation, and management tasks of a quotation can be collectively performed, The productivity can be improved.

It should be understood that the effects of the present invention are not limited to the above effects and include all effects that can be deduced from the detailed description of the present invention or the configuration of the invention described in the claims.

1 is a diagram illustrating a quotation management system according to an embodiment of the present invention.
2 is a block diagram illustrating a configuration of a quotation management server according to an embodiment of the present invention.
FIG. 3A is a diagram illustrating a quote request confirmation page according to an exemplary embodiment of the present invention. FIG. 3B is a diagram illustrating a quote confirmation result page according to an exemplary embodiment of the present invention. FIG. FIG. 3D is a view showing a quotation registration request page according to an embodiment of the present invention. FIG.
FIG. 4A is a diagram illustrating a quotation search request page according to an embodiment of the present invention, and FIG. 4B is a diagram illustrating a quotation search result page according to an embodiment of the present invention.
FIG. 5A is a diagram illustrating a request page setting request page according to an embodiment of the present invention. FIG. 5B is a diagram illustrating a warning message of a contact person setting according to an embodiment of the present invention. FIG. FIG. 4 is a diagram showing a quotation person change request page according to an embodiment. FIG.
6 is a diagram illustrating a quotation deletion request page according to an embodiment of the present invention.
7 is a diagram illustrating a margin check page according to an embodiment of the present invention.

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS Hereinafter, the present invention will be described with reference to the accompanying drawings. The present invention may, however, be embodied in many different forms and should not be construed as limited to the embodiments set forth herein. In order to clearly illustrate the present invention, parts not related to the description are omitted, and similar parts are denoted by like reference characters throughout the specification.

Throughout the specification, when a part is referred to as being "connected" to another part, it includes not only "directly connected" but also "indirectly connected" . Also, when an element is referred to as "comprising ", it means that it can include other elements, not excluding other elements unless specifically stated otherwise.

Hereinafter, embodiments of the present invention will be described in detail with reference to the accompanying drawings.

1 is a diagram illustrating a quotation management system according to an embodiment of the present invention.

Referring to FIG. 1, the quotation management system may include a plurality of user terminals 100 and a quotation management server 200 that can communicate with each other through a communication network.

First, the communication network can be configured without regard to its communication mode such as wired and wireless. For example, various communication networks such as a local area network (LAN), a metropolitan area network (MAN), and a wide area network (WAN).

In particular, it is preferable that the communication network between the plurality of user terminals 100 and the quotation management server 200 is configured by an internal information communication network through an intranet environment. However, the present invention is not limited to this, And a connectable communication network.

Each of the plurality of user terminals 100 may be connected to an external server such as a quotation management server 200 through a wireless communication network such as a mobile phone, a smart phone, a PDA (Personal Digital Assistant), a PMP (Portable Multimedia Player) (IPTV) including a desktop PC, a tablet PC, a laptop PC, and a set-top box, and may be connected to the quotation management server 200 or the like via a network And a communication device that can be connected to an external server.

Each of the plurality of user terminals 100 may access the quotation management server 200 through an application, a web browser, or the like, and receive a quotation management service. At this time, the quotation management server 200 can provide various services related to quotation management such as quotation registration, quotation search, quotation setting, and quotation reading.

According to an embodiment of the present invention, each of the plurality of user terminals 100 may be provided with a quotation management application that provides a quotation management service. For example, an application management server (not shown) can provide an application store capable of distributing various applications, and when an operator operating the quotation management server 200 registers an application for quote management in an application store, Each of the user terminals 100 in the application store can download the quotation management application registered in the application store and install it in the memory and execute the installed quotation management application to receive the quotation management service.

According to another embodiment of the present invention, each of the plurality of user terminals 100 can access a web site operated by the quotation management server 200 through a web browser, and can receive a quotation management service through the corresponding web site have.

Each of the plurality of user terminals 100 may receive a quotation management service from the quotation management server 200 in a network environment such as an intranet or the Internet.

According to an embodiment of the present invention, each of the plurality of user terminals 100 can be provided with the quotation management service only when the quotation management server 200 is connected to the intranet. When the quotation management server 200 is connected to the Internet Quotation management service may not be provided.

According to another embodiment of the present invention, when each of the plurality of user terminals 100 is connected to the quotation management server 200 through the intranet, the whole of the quotation management service may be provided and may be connected to the quotation management server 200 via the Internet In some cases, the quotation management service is provided, but there may be some restrictions (for example, only the quotation can be viewed, the quotation can not be set).

According to another embodiment of the present invention, even when each of the plurality of user terminals 100 is connected to the quotation management server 200 via the Internet, as in the case where the user terminal 100 is connected to the quotation management server 200 via an intranet, Can be provided.

The first user terminal 110, which is one of the plurality of user terminals 100, can receive only the quotation registration service of the quotation management service, and the first user logged in through the first user terminal 110 can receive the quotation It can be a merchandise planner (MD) who wrote it directly.

The second user terminal 120, which is one of the plurality of user terminals 100, may be provided with services such as a quotation search service, a quotation charge setting service, a quotation book browsing service, and the like, The second user logged in may be an operator who manages the quotation.

The quotation management server 200 can store various information (quotation detailed information, etc.) necessary for providing the quotation management service in the database. For example, the quotation registered in advance for the sale of goods on the shopping mall site is stored in the database Can be managed.

The quotation management server 200 may identify each of the plurality of user terminals 100 and may provide a quotation management service exclusively for the merchant planner (quotation registration service, etc.) when connected through the first user terminal 110, (Quotation search, quotation setting, quote browsing, and the like) when the information is accessed through the second user terminal 120. [

2 is a block diagram illustrating the configuration of a quotation management server 200 according to an embodiment of the present invention.

2, the quotation management server 200 includes a quotation registration unit 210, a quotation search unit 220, a quotation charge setting unit 230, a quotation book browsing unit 240, a quotation inquiry unit 250, The estimating unit 260, the estimating unit 270, and the margin checking unit 280.

Hereinafter, the configuration of the quotation management server 200 will be described in detail separately for each type of quotation management service.

Quote registration

The quotation registration unit 210 can receive the registration request for the quotation from the first user terminal 110 and perform the validity check of the quotation requested to be registered. When the verification of the quotation is completed through the validity check, May be registered and stored in the database of the quotation management server 200. Details related to this will be described with reference to FIG.

FIG. 3A is a diagram illustrating a quote request confirmation page according to an exemplary embodiment of the present invention. FIG. 3B is a diagram illustrating a quote confirmation result page according to an exemplary embodiment of the present invention. FIG. FIG. 3D is a view showing a quotation registration request page according to an embodiment of the present invention. FIG.

First, the first user terminal 110 can access the quotation management server 200 through a quotation management application, a web browser, or the like. When the quotation request confirmation menu is selected, as shown in FIG. 3A, From the quotation registration unit 210 and display it on the screen.

In the Request for Quote page, ① "Representative category" menu ② "Team division" menu ③ "Responsibility MD" menu ④ "Margin rate confirmation" menu ⑤ "Self-shot" menu ⑥ "Planning Target" menu ⑦ " Quot; selection menu ", and "verification request" menu, and the like.

① The "Representative category" menu is used to set the representative category of the quotation. It can be used as a filter to sort the category when searching the quotation. For example, it can be used for fashion apparel / miscellaneous, beauty, maternity / A representative category for the quotation may be set according to the type of product such as field.

In addition, ① "Representative category" menu can be classified into upper category and lower category. For example, when the category of childbirth / infantile diving is selected as the upper category, it can be classified into three categories: pregnancy / maternity preparation field, diaper field, One of the subcategories of the field may be set as a representative category

(2) The "team division" menu is a menu for setting a team to which the first user belongs, and the "responsible MD" menu is a menu for setting the first user.

④ The "Margin Rate Confirm" menu can be selected if it is an estimate that should be passed through a separate margin rate confirmation even if it does not meet the preset margin rate criterion, and the user who confirmed the margin rate of the estimate quotation can be set together when selected.

⑤ The "Self-shot" menu can be selected only when there is an image taken by itself on the Internet shopping mall. ⑥ "Planning Target" menu can be selected when it is a quotation containing a target product.

(7) The "Select Quotation" menu is a menu for uploading the quotation file created by the first user and stored in the memory of the first user terminal 110 to the quotation management server 200, Can be selected.

According to one embodiment of the present invention, the quotation verification request page may further include a menu for downloading a quotation template, which is a menu for providing a format of the quotation with a preset file.

 That is, when the quotation file to be uploaded to the quotation management server 200 is not stored in the first user terminal 110, the first user terminal 110 selects the quotation template file, The first user terminal 110 can store the quotation file in the memory when the first user creates the quotation for selling the product in the Internet shopping mall through the quotation template file.

The quotation template file may be provided with a format in which various information related to the commodity can be set for each item. Table 1 shows items of the quotation provided in the quotation template file according to an embodiment of the present invention. For example.

Item Required / Unselected detailed description turn Selection product name necessary Includes related attribute information such as capacity, quantity, bundle sales count, and color barcode Required selection Only available if no barcode is found on the item Large category necessary Only preset values in the field Middle category necessary Only preset values in the field Small category necessary Only preset values in the field Details Category necessary Only preset values in the field Taxation necessary Only preset values in the field (taxable, duty-free, permanent) Supply per piece necessary Including VAT on one item, only numbers Bundled quantity necessary Number only Total supply price Automatic (Quantity supplied per bundle x bundle quantity) Internet shopping mall
price necessary Only the number of Internet shopping mall price based on total supply price List Price Selection Margin rate Automatic (Internet shopping mall price / total supply price%) Maximum purchase quantity necessary Number only brand necessary brand Imported necessary Only preset values in the field
(Non-import target, imported goods, parallel imported goods) Acquired [Pack Size] necessary Number only Expiration date Number only Order Type Only preset values in the field
(General new products, change of transaction type, promotions, season products) Whether SA Only preset values in the field (N, Y) Order quantity Number only Content availability Only preset values in the field (N, Y) Content name Up to 30 characters Representative products One representative product is required for one piece of content
(Only one product per content Y, remaining N) Search tag At least 5 comma separated All categories Automatically fetch value Notice number Automatically fetch value Notice Automatically fetch value Notice Item # Automatically fetch value Notice # Value for Notification Item Name #

Referring to Table 1, the item of the quotation may include an item that is necessarily set by the first user, an item selectively set by the first user, and may be automatically set using the set value Items may also be included.

When the first user terminal 110 sets up various items of information related to the goods and generates the quotation file, the quotation file generated through the menu "Select quotation" can be selected.

(8) The menu for requesting validation of the quotation is a menu for requesting the validation of the quotation, and when the corresponding menu is selected, the quotation registration unit 210 can perform the validity check on the quotation file selected through the menu "Select quotation"

For example, ① menu of "Representative category", ② "team division", ③ "charge MD" menu and ⑦ "selection of quotation" menu may be set in advance If a value is not set in any of the mandatory setting menus, a notification message requesting the setting of a value that is not set may be displayed on the screen of the first user terminal 110 If all the values related to the mandatory setting menu are set, the quotation registering unit 210 can perform the validity check on the quote requested.

The quotation registering unit 210 can check the set value for each item of the quotation and perform the validity check on the quotation.

When it is confirmed that the verification of the quotation has been successfully completed through the validity check, the quotation registration unit 210 may transmit the quotation verification result message to the first user terminal 110, As described above, the quote confirmation result page can be received from the quotation registration unit 210 and displayed on the screen.

If it is confirmed that the verification of the quotation has failed through the validity check, the quotation registration unit 210 may transmit the quotation verification failure message to the first user terminal 110, As a result, the quote failed verification result page can be received from the quotation registration unit 210 and displayed on the screen.

The re-examination request message may be included in the re-examination request message, and the information about the inspection failure such as the item requiring the modification, the location and the cause of the error may be included in the re- .

If it is confirmed that the quotation verification is successful, the first user terminal 110 can receive the quotation registration request page from the quotation registration unit 210 and display it on the screen, as shown in FIG.

The quotation registration request page includes a menu for setting various information used in the request for quotation registration, such as information on the quotation file completed, (1) "image selection" menu, (2) "required document selection" menu, .

(1) The "image selection" menu is a menu for uploading an image file related to the product-related representative image, the detailed image, and the like to the quotation management server 200. When a plurality of image files are selected or a compressed file in which a plurality of image files are compressed Can be selected. At this time, an extension of an uploadable image file may be set in advance. For example, only an image file of JPG, JPEG, or PNG format may be set as an uploadable image file.

(2) The "required document selection" menu is a menu for uploading a file related to the KC authentication document or the like, which is an essential document necessary for commodity sales, to the quotation management server 200. When a plurality of files are selected in multiple, A file can be selected.

(3) The "Registration Request" menu is a menu for uploading the completed quotation to the quotation management server 200 and requesting registration to the quotation management service. When the corresponding menu is selected, the quotation registration unit 210 can complete the quotation registration procedure have. At this time, the verification request for the quotation is already completed, so the verification procedure for the quotation may not be performed separately when registering the quotation.

Search for quotation

The quotation search unit 220 may receive a search request for a quotation from the second user terminal 120 and perform a search according to a search request based on the quotation registered in the quotation registration unit 210 through validation , Extracts a quotation list from the search result, and transmits the retrieved quotation list to the second user terminal 120. Details related to this will be described with reference to FIG.

FIG. 4A is a diagram illustrating a quotation search request page according to an embodiment of the present invention, and FIG. 4B is a diagram illustrating a quotation search result page according to an embodiment of the present invention.

First, the second user terminal 120 can access the quotation management server 200 through a quotation management application, a web browser, or the like. When the quotation search request menu is selected, as shown in FIG. 4A, From the quotation search unit 220 and display it on the screen.

In the quotation search request page, ① "Quote ID" menu ② "Quote sign" menu ③ "Status" menu ④ "MD" menu ⑤ "Operator" menu ⑥ "Business" menu ⑦ "Registration start date / End menu "menu," representative category menu ", "margin rate confirmation menu ", and" self shooting menu ".

(1) "Quote ID" menu is a menu for searching for a quote by setting a quote ID as a condition. If a search request is made through the menu, the quote search unit 220 searches the quote Quot; ID ". < / RTI >

(2) A menu for searching for a quotation by setting a quote file name as a condition is provided. When a search request is made through the menu, the quotation search unit 220 uses the quotation file name uploaded at the time of quotation registration , Quotation search can be performed. At this time, it is possible to search using some words among the entire words of the quote file name.

(3) The "status" menu is a menu for searching the quotation by setting the work status of the quotation as a condition. If a search request is made through the menu, the quotation search unit 220 uses the current job status of the quotation, Search can be performed.

The status of the quote job is as follows: 'image confirmation request' status in which the quotation registration is successful and the image matching is required, the image checking person is set and the image matching / registering 'checking image' status is completed and the image matching / 'Margin Confirmation Status', 'Margin Confirmation Status', 'Margin Confirmation Status', 'Margin Confirmation Status', 'Category Confirmation Status' The status of 'Checking category' while the notification is being modified, the status of 'Last confirmation confirmation request' requiring completion of category confirmation and the creation of required data, the status of 'Last confirmation being checked' Content that generates content for a product that you want to sell. The status of the current work in the quotation management service, such as the status of 'generating information', the status of 'order confirmation request' requiring confirmation of order for the goods after the contents registration is completed and 'order confirmation completion status' .

(4) The "responsible MD" menu is a menu for searching for a quotation by setting a first user who created the quotation as a condition. When a search request is made through the menu, the quotation search unit 220 searches the first Quot; can be performed using the user information.

(5) The "Operator" menu is a menu for searching for a quotation by setting a second user who sets a registered quotation as a person in charge. If a search request is made through the menu, the quotation search unit 220 reads It is possible to perform a quotation search using the second user information stored at the time of setting.

(6) The "business" menu is a menu for searching for a quotation by setting a business name designated as a condition at the time of registering the quotation. When a search request is made through the menu, the quotation search unit 220 uses the business information of the registered quotation Quot ;, so that a quote search can be performed.

⑦ "Registration start date / end date" menu is a menu for searching the quotation by setting the quotation registration date as a condition. When a search request is made through the menu, the quotation search section 220 uses the date information at the time of quotation registration , And perform a quotation search based on at least one of a start date and an end date designated by the second user.

(8) The "representative category" menu is a menu for searching for quotations by setting the representative category set as a condition at the time of registering the quotation. If a search request is made through the menu, the quotation search unit 220 searches the representative category Information can be used to perform a quotation search.

(9) The "margin rate conform" menu is a menu for searching for a quotation by setting a condition for whether or not to process the margin rate pass. When a search request is made through the menu, the quotation search unit 220 uses the margin rate information of the registered quotation , It is possible to perform a search for a quotation that a margin rate is calculated to be equal to or larger than a predetermined ratio and the margin rate confirmation can be automatically passed through.

(10) The "self-photographing" menu is a menu for searching the quotation by setting the condition of the self-photographed image as an condition in the Internet shopping mall. If a search request is made through the menu, the quotation search unit 220 searches the self- You can perform a search for an estimate that requires an image.

As described above, the quotation search may be requested through various search conditions through the search menu included in the quotation search request page, and the quotation search unit 220 searches the quotation search information such as a content name, a product name, a product attribute, A search request using various information is received from the second user terminal 120, and search according to the search request can be performed.

The quotation search unit 220 may extract the quotation list from the search result according to the search request through the quotation search result page, and the second user terminal 120 may extract the quotation search result page from the quotation Can be provided from the search unit 220 and displayed on the screen.

The quotation search result page may include a list of quotations retrieved from the quotation search unit 220 as a search request through the quotation search request page. The quotation list may include a quotation ID, a quote signature, a responsible MD, a responsible operator, Quotation related information may appear by quote.

The quotation search result page may include a quotation list, a "charge" menu, a "work" menu, and a "detail view" menu for each quote.

The "charge" menu can be selected to change the person in charge if the person in charge is preset in the quote, and can be activated and displayed on the screen only for the quote set in advance by the person in charge.

The "Work" menu can be selected to set a new contact person if the contact person is not set in the quote, and can be activated and displayed on the screen only for the quote that is not set by the contact person.

The "Detailed View" menu can be selected to view detailed information of the contact person, and can be activated and displayed on the screen regardless of whether the contact person is set or not.

Quotation charge setting

The quotation charge setting unit 230 can receive a charge request for any one quote from the quote list from the second user terminal 120 and set the person in charge of the quote in charge as the second user. Details related to this will be described with reference to FIG. 5A.

FIG. 5A is a diagram illustrating a quote manager setting request page according to an embodiment of the present invention.

5A, the second user terminal 120 transmits a quotation person setting request page to the quotation setting manager (refer to FIG. 5A) 230 and display it on the screen.

When the "charge" menu is selected on the quotation person setting request page, the quotation charge setting unit 230 can set the person in charge of the requested quotation to be charged as the second user.

The quotation charge setting unit 230 may transmit a warning message to the second user terminal 120 indicating that the person in charge is set in advance if the person in charge is previously set in the requested quotation. Details related thereto will be described with reference to FIG. 5B.

FIG. 5B is a diagram illustrating a warning message of a contact person setting according to an embodiment of the present invention.

5B, the second user terminal 120 provides a warning message from the quotation charge setting unit 230 (step < RTI ID = 0.0 > It can be displayed on the screen. In other words, when the responsible person is arbitrarily changed in a state that there is no consultation with the person in charge already set in advance because the person in charge has already set up the requested quotation through the warning message, data loss due to the duplicated work, The second user can be informed that a problem may occur.

When the warning message displayed on the screen of the second user terminal 120 is confirmed by the second user, the quotation charge setting unit 230 receives a contact person change request for the quote prepared in advance by the person in charge from the second user terminal 120 And change the person in charge of the quote requested to change the person in charge to the second user. Details related to this will be described with reference to FIG. 5C.

5C is a diagram illustrating a quotation person change request page according to an embodiment of the present invention.

When a warning message indicating that the person in charge is set in advance is confirmed after the "charge" menu for the quote with the person in charge is set on the quotation search result page, the second user terminal 120 displays, As shown in the figure, the quotation person change request page can be provided from the quotation charge setting unit 230 and displayed on the screen.

When the "charge" menu is selected on the quotation person change request page, the quotation charge setting unit 230 can change the person in charge of the quote requested to change the person in charge to the second user and set a new one. At this time, the quotation charge setting unit 230 may transmit a notification message informing that the person in charge of the quotation has been changed to the second user, to the email account of the existing person in charge before the change.

The quotation charge setting unit 230 can set a work step to be handled by the second user who is newly set as the person in charge according to the status of the quotation at the time of charge setting.

For example, in the case where the second user is set as the person in charge of the quote while the quote to be set as the charge is 'checking the margin rate', the quote charge charge setting unit 230 may set the second user as the charge- have.

View quotation

The quotation book browsing unit 240 can receive a request for viewing one of the quotation lists from the second user terminal 120 and transmit the detailed information about the quotation requested to be browsed to the second user terminal 120 have.

According to one embodiment of the present invention, when a "detailed view" menu for a quotation book or a quotation book for which a person in charge is not set is selected in the quotation search result page and a request for viewing the quotation is made, The terminal 120 can receive detailed information about the quote requested to be viewed from the quote browsing unit 240 and display it on the screen.

According to another embodiment of the present invention, when the "Continue Reading" menu is selected on the quotation person setting page or the quotation person changing person request page, the second user terminal 120 transmits detailed information on the quotation requested to be browsed to the quotation book browsing unit 240 and can be displayed on the screen.

Quote inquiry

The quotation inquiry unit 250 can receive a request for inquiry about any quotation from the quotation list from the second user terminal. If the quotation for which the inquiry has been requested has been set in advance, You can send it to an email account.

According to one embodiment of the present invention, the quotation search result page may further include a "inquiry" menu for each quote, and the "inquiry" menu is activated only for the quotation pre- . At this time, if the "inquiry" menu for any one of the quotation lists is selected, the quotation inquiry unit 250 can transmit the inquiry request of the selected quotation to the e-mail account of the responsible person in charge of the quotation.

According to another embodiment of the present invention, the inquiry person change request page may further include a "inquiry" menu, and when the "inquiry" menu is selected, the quotation inquiry unit 250 transmits a quotation Can be transmitted to the e-mail account of the person in charge of the quotation.

Delete quotation

The quotation deletion unit 260 can delete the unrecorded quotation through the validity check performed by the quotation registration unit 210. [ Details related to this will be described with reference to FIG.

6 is a diagram illustrating a quotation deletion request page according to an embodiment of the present invention.

When it is confirmed that the verification of the quotation has failed through the validity check in the quotation registration unit 210, the second user terminal 120 receives the quotation deletion request page from the quotation deletion unit 260 as shown in FIG. 6 It can be displayed on the screen.

According to an embodiment of the present invention, the quotation cancellation request page may further include information on a quotation failed in validation through validation, and may further include a "trash can moving" menu requesting deletion of the failed quotation have. At this time, if the "trash can moving" menu is selected, the quotation deletion unit 260 may fail the verification through validation and delete the pending quote in the registration request state.

According to another embodiment of the present invention, if the reason for the verification failure through the validation belongs to a preset condition, the quotation deletion unit 260 can automatically delete the quotation even if the "trash can moving" menu is not selected.

Quote statistics

The quotation statistics unit 270 may receive statistical information on the quotation list from the second user terminal 120 and may extract the statistical information on the quotation list and transmit the extracted statistical information to the second user terminal 120 Lt; / RTI >

More specifically, the quotation search result page may further include a "statistical view" menu for requesting statistical information of the quotation list, and when the " Statistical information can be provided from the quotation statistics unit 270 and displayed on the screen. At this time, the statistical information is the information on the status of the status of the quotation by the status, it may be displayed in different colors according to the current status of the quotation, and may be displayed in a graph together with the numbers.

Check margin rate

The margin rate confirmation unit 280 can calculate the margin rate of the quotation newly set by the person in charge as the second user on the basis of the selling price and the supply price of the merchandise and if the calculated margin rate is equal to or greater than a preset ratio, If the margin rate passing request is received from the second user terminal 120 when the calculated margin rate is less than the preset ratio, the margin rate confirmation for the corresponding quotation can be passed. Details related to this will be described with reference to FIG.

7 is a diagram illustrating a margin check page according to an embodiment of the present invention.

The second user terminal 120 receives the margin rate confirmation page from the margin rate confirmation unit 280 as shown in FIG. 7 and displays the margin rate confirmation page on the screen Can be displayed.

In the margin check page, ① "Image" menu ② "Notice" menu ③ "Third party sales input" menu ④ "Margin rate" menu ⑤ "Inspection result" menu ⑥ "Reason for inspection" And a menu for setting various information used for the operation of checking the margin rate, such as a menu.

① The "Image" menu is a menu for confirming the image of the product. The image can be enlarged and displayed through mouse-over, and the entire screen of the image can be displayed by clicking the mouse.

② "Notice" menu contains various details related to products such as product name, model name, presence / absence of authentication, size, increase, color, material, age of user, weight range, date of release, manufacturer, country of manufacture, A menu for confirming information, the notice information can be displayed on the screen by mouse-over or click.

③ "Enter Third Party Sales Value" menu is a menu for inputting the price of goods sold in other internet shopping malls. The second user can directly input the third party sale price through the corresponding menu, but through the shortcut icon of another internet shopping mall The name of the product may be searched and the price of the third party may be automatically inputted.

④ The "Margin rate" menu is used to check the margin information calculated on the basis of the sales price and supply price. For example, the margin rate is automatically calculated through the '(third party sales price - supply price per unit) / sales price per unit' .

(5) The menu "Check result" is a menu for checking whether or not the margin rate passing process is performed. If the margin rate of the quotation is more than a predetermined rate (for example, 30%), the margin rate confirmation of the quotation can be automatically passed, For a quotation requiring a margin rate confirmation with a margin rate less than a predetermined rate, the margin rate passage or failure may be directly set by the second user in a 'temporary save' state.

⑥ "Reason for inspection" menu is a menu for displaying the history of inspection reason, and the text or URL address of the reason for inspection can be inputted by the second user.

⑦ "Completed" menu is a menu to complete the margin check. It can be processed only when the check result is confirmed as pass or fail. If it is requested to complete the approval in the 'save as' state, Can be displayed on the screen.

As described above, according to the embodiment of the present invention, since the quotation management service such as the validation, registration and charge setting of the quotation is collectively provided to the users such as the product planner and the operator, It is possible to reduce unnecessary communication between the apparatuses.

In addition, according to the embodiment of the present invention, it is possible to minimize the simple operation and human error caused by the use of an Excel program and the like in the creation of the quotation, and the convenience of the user can be increased by automation functions such as checking the margin rate and validity have.

According to an embodiment of the present invention, since the quotation is registered and managed in stages according to the status of the quotation, it is possible to improve the expertise of the operator who directly performs the quotation management work, prevent duplication between the operators from occurring, There is an effect of simplifying the process of estimating management work.

In addition, according to an embodiment of the present invention, since a quotation search can be performed through various conditions such as a content name, a product name, a product attribute, a status of a quotation, and management tasks of a quotation can be collectively performed, The productivity can be improved.

It will be understood by those skilled in the art that the foregoing description of the present invention is for illustrative purposes only and that those of ordinary skill in the art can readily understand that various changes and modifications may be made without departing from the spirit or essential characteristics of the present invention. will be. It is therefore to be understood that the above-described embodiments are illustrative in all aspects and not restrictive. For example, each component described as a single entity may be distributed and implemented, and components described as being distributed may also be implemented in a combined form.

The scope of the present invention is defined by the appended claims, and all changes or modifications derived from the meaning and scope of the claims and their equivalents should be construed as being included within the scope of the present invention.

100: a plurality of user terminals
110: first user terminal
120: a second user terminal
200: Quote management server
210: Estimate book
220: quotation search section
230: Quotation charge setting section
240: Quotation Inspection
250: Quotation inquiry department
260: quotation deletion unit
270: Estimation Statistics Department
280: margin rate confirmation unit

Claims (16)

A method for managing a quotation for a product registered for sale in a quotation management server,
Receiving a search request for a quote registered in advance through validation from a user terminal;
Transmitting the retrieved quote list to the user terminal according to the retrieval request;
Receiving a charge request for any one of the quotation lists from the user terminal; And
And setting a contact person for the requested quote to be charged as a user who has been logged in via the user terminal. The method according to claim 1,
Transmitting a warning message to the user terminal if a responsible person is preset in the charge request form;
Receiving from the user terminal a contact person change request for a predetermined quote; And
Further comprising the step of changing and setting a person in charge of the quote requested to change the person in charge to the user. The method according to claim 1,
Receiving from the user terminal a request for viewing one of the quotation lists; And
And transmitting detailed information on the quote requested to be browsed to the user terminal. The method according to claim 1,
The search request receiving step may include:
Receiving, from the user terminal, a search request using at least one of a content name, a product name, a product attribute, and a status information of a quotation. The method according to claim 1,
Receiving a query request for any one of the quotation lists from the user terminal; And
Further comprising the step of transferring the inquiry request to an e-mail account of a preset contact person when a contact person is previously set in the inquiry requesting inquiry. The method according to claim 1,
And deleting the unrecorded quotation through validation. The method according to claim 1,
Receiving a statistical request for the quotation list from the user terminal; And
And transmitting statistical information of the quotation list to the user terminal. The method according to claim 1,
Calculating a margin rate of a quotation book set by the user as the user based on a sale price and a supply price of the merchandise; And
Wherein if the calculated margin rate is equal to or greater than a preset ratio, the user is automatically passed the margin rate confirmation for the quotation set by the person in charge, and if the calculated margin rate is less than the preset ratio, Further comprising the step of passing the margin rate confirmation for the quotation set by the person in charge as the user. 1. A quotation management server for managing a quotation to register for sale of goods in an Internet shopping mall,
A quotation search unit for receiving a search request for a quote registered in advance through validation from a user terminal and transmitting the search query list corresponding to the search request to the user terminal; And
And a quotation book charge setting unit that receives a charge request for any one of the quotation lists from the user terminal and sets a charge for the charge quote to be charged as a user who has been logged in through the user terminal. 10. The method of claim 9,
The quotation charge setting unit,
And when a contact person is preset in the charge request form, the contact person sends a warning message to the user terminal, the contact person receives a contact person change request for a predetermined quote from the user terminal, And changes the person in charge to the user. 10. The method of claim 9,
Further comprising a quotation book browsing unit for receiving a request for viewing one of the quotation lists from the user terminal and transmitting the detailed information about the quotation requested for browsing to the user terminal. 10. The method of claim 9,
The quotation search unit,
And receives a search request from the user terminal using at least one of a content name, a product name, a product attribute, and a status information of a quotation. 10. The method of claim 9,
Further comprising a quotation inquiry unit for receiving a request for inquiry about any one of the quotation lists from the user terminal and transmitting the inquiry request to an email account of a preset contact person when a contact person has been set in advance in the quote requested for inquiry Quotation management server. 10. The method of claim 9,
Further comprising a quotation deletion unit deleting the unregistered quotation through validation. 10. The method of claim 9,
Further comprising a quota statistic unit for receiving a statistical request for the quotation list from the user terminal and transmitting statistical information of the quotation list to the user terminal. 10. The method of claim 9,
A margin rate of a quotation set by a person in charge is calculated on the basis of a selling price and a supply price of the commodity and if the calculated margin rate is equal to or more than a preset ratio, And a margin rate verifying unit for passing the margin rate confirmation for the quotation set by the person in charge to the user when the margin rate passing request is received from the user terminal if the calculated margin rate is less than a predetermined rate.
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KR20190106087A (en) 2018-03-07 2019-09-18 주식회사 동산에스엔알 Offering Method for Differential Cost Estimate sheet using on-line network system

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