[summary of the invention]
The invention provides a kind of Mobile business information preview system and method, this system utilizes a portable terminal that one MSDS is provided, commercial activity required information and the aid do not prepared found during the record material preview.The user can utilize portable terminal according to this MSDS, directly downloads corresponding data from the mobile commerce server of this system, and supplies the aid of not preparing.
This system comprises a portable terminal, this portable terminal comprises a backlog module, a customer data memory module and enterprise's publish information memory module, wherein: the backlog module is used to show the commercial activity step, the guiding commercial activity is carried out, it includes: one treats the updates table, is used for writing down the data that business procedure still lacks; One data preview interface is used to point out commercial activity required information and aid, and will treat that updates, aid store into and treat in the updates table.
The present invention also provides a kind of Mobile business data method for previewing, and the method includes the steps of: the data preview interface is inspected and is treated the updates table, and the data that will not prepare and aid are listed; The data preview interface is inspected the backlog table, shows all required data of commercial activity; The data preview interface is inspected the aid inventory, shows all required aids of commercial activity.
Utilize Mobile business information preview system provided by the invention and method, commercial activity required information and the aid do not prepared can be in the MSDS of portable terminal found during the record material preview, the user can replenish data and the aid that lacks according to this MSDS, thereby avoids occurring in commercial activity the situation of data-preparing deficiency.
[embodiment]
As shown in Figure 1, be the hardware structure diagram of Mobile business information preview system of the present invention and method.Enterprise information system generally adopts three layers of (or multilayer) framework at present: a central database server, a series of apps server, and the front station of disperseing.Front station of the present invention mainly adopts portable terminal 109, is used for downloading the data of mobile commerce server 103, with the carrying out of auxiliary moving commercial affairs.This portable terminal 109 specifically can be personal digital assistant (Personal Digital Assistant, PDA), palmtop computer, laptop computer, intelligent mobile phone and notebook etc.Mobile commerce server 103 is arranged in the enterprise application server system 102, be used to provide the Mobile business service, it utilizes intranet to link to each other with enterprise database server 101, and according to the data in the enterprise database server 101, generate information such as commercial routing, download and use for portable terminal 109.The business personnel dealer is carried out in the visit process, also give dealer's infosystem 110, so that the dealer upgrades data such as its commodity with the relationship trading data transmission in the portable terminal 109.And portable terminal 109 is not limit with the connected mode of mobile commerce server 103 and dealer's infosystem 110, can pass through a stube cable, or adopts Infrared Transmission, or adopts wireless telecommunications connection etc.
Enterprise's mobile commerce server 103 includes following functional module: data processing module 107, be used to connect enterprise database server 101, and the data in responsible enterprise database server 101 and the mobile commerce server 103 transmit and conversion; Application program module 106 is used for the data according to database server 101, generates the Mobile business related data, for example commercial stroke data, transaction data etc.; Authentication module 105 is used to verify business personnel's identity, to distinguish different business person, data is distributed to corresponding responsible person; Link block 104 is used to connect portable terminal 109, to portable terminal 109, and gives application program module 106 processing the data transmission in the portable terminal 109 with data transmission that application program module 106 is generated; Dealer's service module 108, utilize internet 111 to link to each other with dealer's infosystem 110, Mobile business information is regularly sent to the dealer, and the dealer also can send to enterprise with cooperation purpose, activity message and related data such as go wrong, and makes enterprise can in time arrange the commercial activity stroke.
Fig. 2 is each data of Mobile business and the database diagram of Mobile business information preview system of the present invention and method.Database server 101 is the central database of enterprise, it includes merchandising database 201, transaction data base 202, vendor database 203, business personnel's database 204 and enterprise's publish information database 205 etc., has stored all data of aspects such as enterprise's commodity, transaction, dealer, business personnel and enterprise's publish information respectively.Data in merchandising database 201, transaction data base 202 and the vendor database 203 is handled through the application program module 106 of mobile commerce server 103, generates transaction data 207 and market feedback 206, and is stored in mobile commerce server 103.And transaction data 207 and the visit stroke data 208 of business personnel's database 204 through application program module 206 each business personnel of generation also are stored in mobile commerce server 103.When data is downloaded, by link block 104 and authentication module 105 the corresponding data in corresponding business personnel's visit stroke data 208, enterprise's publish information database 205, merchandising database 201 and the market feedback 206 is downloaded to specific portable terminal 109 from mobile commerce server 103 and database server, with the carrying out of auxiliary commercial affairs.
Fig. 3 is the functional block diagram of the portable terminal 109 of Mobile business information preview system of the present invention and method.In portable terminal 109, comprise following functional module: visit stroke module 301, be used for the client and the visit order of required visit on record traffic person's same day; Commodity data storage module 302 is used to store the commodity data information of enterprise, does relevant inquiring, reference for the business personnel when managing business; Actual visit data module 303 is used for record traffic person and carries out a series of actions and the result that visit task process is carried out, with the information of customer communication, and the agreement of reaching with the client etc.; Enterprise's publish information memory module 304 is used to store the relevant informations such as product that enterprise announces, as enterprise dynamic, shorts report, new product listing etc.; Bar code scanning module 311 is used for scanning, identification client bar code, and this client's bar code is unique corresponding to a particular customer.
Visit stroke module 301 comprises customer data memory module 305 and backlog module 306.Customer data memory module 305 is the relevant information of commercial activity correspondence, includes: client's basic document (as customer name, contact method, contact person and address etc.), customer order data, funds on account data etc.Backlog module 306 is used for the item that reminding business person need handle in the respective client place, for example handles order, accounts receivable, market survey etc.Commodity data storage module 302 comprises merchandise classification data 307 and commodity stocks data 308.Merchandise classification data 307 includes commodity basic document (as trade name, numbering, specification etc.), commodity price data, emphasis commodity data etc.Commodity stocks data 308 is used to store information such as the stockpile number, distribution of enterprise's dependent merchandise.Actual visit data module 303 comprises transaction data 309 and survey data 310.Transaction data 309 has write down information such as gathering detail related in business personnel's business processing process, order processing, return of goods commodity.Survey data 310 comprise the business personnel with client or consumer contact in some relevant companies of understanding and the message of product, or the data of the market survey gained of execution backlog module 306.The data of actual visit stroke data module 303 will be uploaded to mobile commerce server 103 in second day, handle through application program module 106, form data updating information, and in view of the above the data in the associated databases in the database server 101 be upgraded.
Fig. 4 is backlog module 306 functional block diagram of Mobile business information preview system of the present invention and method.In backlog module 306, comprise at least: a backlog table 401, a visit sequence list 102, an aid inventory 403, are treated a updates table 404 and a data preview interface 405.Acting on behalf transaction list table 401 is to be recorded in the details that the respective client place need be handled, as gathering, investigation, order processing etc.It links to each other with customer data memory module 305 in the backlog module 306, to inspect data required in the commercial activity.Visit sequence list 402 is the clients that need visit the tactic same day.Aid inventory 403 is that some propaganda materials related in auxiliary sales process, placard etc. are sold aid.Treat that updates table 404 is data of not preparing as yet of finding in the preview process.If commercial activity required information and aid are prepared, the business personnel can choose this data or instrument to choose mode, and unchecked data or instrument are treated in the updates table 404 adding to automatically.Treat that these data-preparings finish, during the business personnel can be in treating updates table 404 chooses it, choice was with deleted, until treating that updates table 404 is for empty.Data preview interface 405 is unified interfaces of data preview operation, the function button of operation such as inquiry is provided, carries out next step and finishes that this page inspected, above backlog table 401, visit sequence list 402, aid inventory 403 and treat that updates table 404 shows all therein.
Fig. 5 is the auxiliary operation process chart that carries on business of the use portable terminal of Mobile business information preview system of the present invention and method.At first, before entering portable terminal 109, must authorize (step S502) through the user, promptly the user is carried out authentication, (step S503) if the verification passes then carries out next step operation, if do not pass through, then return the user and authorize (step S502) interface.After authorizing, system inquires promptly whether the user carries out material upload/download (step S504).If select to be, then carry out material upload/downloads (step S505) operation, the download of information such as stroke that this day will be visited arrive portable terminal 109, simultaneously with the actual visit stroke material upload of last Service Period to mobile commerce server 103.Uploading/download also of data can be carried out respectively, promptly only carries out uploading of data, or only carries out the download of data.After data pass to be carried and to be finished, the data preview (step S506) of system prompt to being downloaded checked to carry out whether the required data of customer visit is complete, aid is whether complete etc.Visit stroke module 301 is judged data whether complete (step S507).If data is imperfect, then return step S505, download scarce data.If data and aid are complete, can begin commercial affairs visits (step S508), and the corresponding operating in the visit process is recorded in the actual visit stroke data module 303, its detailed process has a detailed description hereinafter.A certain customer visit is finished, and after carrying out corresponding operating, the backlog module 306 of visit stroke module 301 judges today, whether stroke finished (step S509), if today, stroke did not finish, then returns step S508, continues other client of visit.If today, stroke finished, actual visit stroke data module 303 analysis and arrangement all clients' on the same day visit data, and generate summary report.The business personnel inspects (step S510) summary report and target is reached situation.
Fig. 6 is the information preview process flow diagram of Mobile business information preview system of the present invention and method.Data is downloaded and is finished, the 405 beginning previews (step S601) of portable terminal 109 display data preview interface.At first, data preview interface 405 is inspected and is treated updates table 404 (step S602), if this table is not sky, then execution in step S614, otherwise data preview interface 405 is inspected visit sequence list 402 (step S604), route that prompt service person need call on a customer the same day and order.If visit sequence list 402 is not as yet by whole previews, then carry out the customer data of this visit stroke and inspect (step S606), the business personnel can select to inspect the data of different aspect as required, as client's basic document (as customer name, contact method, contact person and address etc.), customer order data, funds on account data etc.Then, inspect backlog table and required information (step S607).Required customer data and document etc. in this item process of data preview interface 405 display process, in this interface, the business personnel can choose the data of having prepared.Data preview interface 405 is judged required information whether complete (step S608).If data-preparing is imperfect, then not selected will be added to the data item (step S609) for the treatment of updates table 404, inspect aid inventory (step S610) then.If required information is prepared complete then direct execution in step S610.Equally, the business personnel also uses the mode of choosing to choose the aid of having prepared.Data preview interface 405 is judged aid whether complete (step S611), if it is incomplete that instrument is prepared, then not selected aid will be added to the instrument item (step S612) for the treatment of updates table 404, return step S604 then, carry out the preview of next stroke, if on deck, then directly return step S604.If visit sequence list 402 is inspected end, then inspect the information (step S613) of publish information module 304.Then, inspect/revise and treat updates table 404 (step S614).Be empty (step S615) if treat updates table 404, then begin the commercial affairs visit, otherwise, download the scarce data of institute or prepare aid according to this table.