JP2001283053A - System and method for ordering and order receiving - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide an estimation system by which a minute estimation corresponding to a customer is performed in a short time when the customer request the estimation even with a few persons in charge of business. SOLUTION: A server device connected to the Internet is utilized. The system is provided with a process for authenticating a customer ID, a process for permitting the customer to confirm estimation data, a process for generating temporary order reception page from estimation data, a process for permitting a seller to perform access to the page and to correct estimation data, a process for generating a correction estimation page, a process for permitting the customer to perform access to the correction estimation page and to perform ordering, a process for generating a order reception deciding page and a process for permitting the customer to perform confirmation in the order reception deciding page.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to an ordering system using the Internet.

[0002]

2. Description of the Related Art In recent years, with the spread of personal computers, transactions on the Internet have been rapidly increasing. There is also a system that allows you to take a quote using the Internet when placing an order.

[0003] For example, in a mail order at a shopping mall or the like, when a desired product or quantity is selected and transmitted on a predetermined form on an Internet homepage, the total amount is automatically calculated by a server on the seller side. There is a system for displaying the estimation result on the screen of a customer's personal computer.

[0004] In such a system, the server at the store side calculates the sum of the product price by multiplying the product unit price registered in advance for each product by the desired purchase quantity, and if necessary, adds the postage to it. , A fixed rate of tax, etc. to obtain the final estimate.

[0005] Therefore, as long as the product and the quantity are the same regardless of the customer, the estimation result is the same amount.

[0006] Such a uniform estimate may be used when a retail store targets unspecified general consumers such as a shopping mall, but when a wholesaler sells to a retail store, or when a manufacturer It is not suitable for selling a large number of products among traders, such as sales.

[0007] In the sales between traders, "make it cheaper for customers", "make it cheaper if there is enough delivery time", "make it cheaper if mass sales", "consider the price of other companies in the industry"
This is because it is necessary to make an estimate flexibly according to the purchaser and conditions.

[0008] Therefore, in such transactions between traders, even now, salesmen go to customers and negotiate prices and delivery dates.

In such an estimation method, there are many employees who can always make an estimate in addition to a sales person who conducts business outside the company, and can always get an estimate by calling the company. If so, there is no problem.

[0010] However, it is often difficult for small and medium-sized businesses to employ a sufficient number of personnel for sales. So if a customer calls the company to get a quote,
The person in charge can't get a quote immediately while on the go and has to wait for the sales person in charge to contact him at a later date.

[0011] However, the customer does not always wait for the contact, and in a hurry, the customer may obtain a quote from another dealer and purchase. Therefore, as a result, the precious orders are missed.

If a sales person is provided with a mobile phone and a customer directly contacts the sales person, the sales person can be contacted immediately. It is not easy to grasp the prices of other companies in the same industry, the price at the time of the last sale to the customer, calculate them instantly, and respond immediately by telephone.

Further, when a call is received from a customer, the customer may negotiate with another customer on the go. In such a case, it is not preferable to convey the price aloud over the phone or to record the customer name, price, etc., because another customer in front of me can hear or see the price.

Further, when a quote is made on the phone at a place where the user is out of the office, the estimated price and the delivery date are written down, and the shipping department is arranged to ship the product. There is also a risk of getting it.

[0015]

Therefore, according to the present invention, even when a sufficient number of sales representatives are not available, when a customer requests an estimate, a detailed estimate corresponding to the customer can be obtained in a short time as possible. An object of the present invention is to provide an ordering system capable of ordering without errors based on the order.

[0016]

According to a first aspect of the present invention, there is provided an order receiving / ordering system which includes a customer terminal connectable to the Internet, a seller terminal connectable to the Internet, and a Web page connected to the Internet. A server device for storing, when the server device has access to the Internet, the server device has an authentication function for confirming a user by a user ID, quote request data transmitted from a customer, and Create a tentative quote based on the recorded product data and enter the tentative quote
A temporary quotation page creation function for newly creating and recording a temporary quotation page as a web page, and a new temporary quotation order page as a web page based on confirmation quotation data transmitted from a customer who has confirmed the tentative quotation page. A temporary order page creation function for recording and recording the URL of the temporary order page in an e-mail address of the seller terminal registered in advance.
An e-mail sending function for provisional order notification for sending an e-mail, a modified estimate creation function capable of modifying the confirmed estimate data on the provisional order page to be modified estimate data, the modified estimate data and the confirmed estimate data A new estimate page that creates and records a comparison estimate page, which is a Web page that describes the URL, and a quote that sends an email that contains the URL of the comparison estimate page to the customer's email address registered in advance. A completion notification e-mail transmission function, an order determination page creation function for newly creating and recording an order determination page as a Web page based on order data transmitted from a customer who has confirmed the comparison estimate page, and the seller side URL of the order confirmation page in the e-mail address of the terminal
An e-mail transmission function for receiving an order determination notification for transmitting an e-mail in which is described.

According to this, if the customer requests a quote on the WWW, the general temporary quote automatically calculated by the server device can be immediately known online, and a more specific quote can be requested.

The seller can confirm the contents of the provisional order by accessing the provisional order page and the provisional quotation page after being notified by e-mail, and can correct the contents of the provisional quotation to a value that the seller can accept. .

The customer can receive a notification by e-mail and access the comparative quote page to check the final revised quote determined by the seller while comparing it with the initially confirmed quote, and also to select the necessary product online. A formal order can be placed.

The seller can receive a notification by e-mail and access the order determination page to confirm the final order details determined by the seller online.

According to a second aspect of the present invention, there is provided an ordering system, comprising: a customer terminal connectable to the Internet; a sales terminal connectable to the Internet;
b server that stores the page, the server device, when there is access by the Internet,
An authentication function for confirming a user by a user ID, a provisional estimate is created based on quote request data transmitted from a customer and product data recorded in a server device in advance, and a temporary web page describing the provisional estimate is prepared. A provisional quotation page creation function for newly creating and recording a quotation page, and a provisional quotation page for newly creating and recording a tentative order reception page as a web page based on confirmation quotation data transmitted from a customer who has confirmed the provisional quotation page. An order page creation function, a provisional order notification e-mail sending function for transmitting an e-mail describing the URL of the provisional order page to a pre-registered e-mail address of the seller terminal, and a confirmation of the provisional order page A modified quotation creation function that can modify quotation data to be modified quotation data, and a modified quotation page as a Web page that describes the modified quotation data A correction quotation page creation function for newly creating and recording, a quotation completion notification e-mail transmission function for transmitting an e-mail including the URL of the correction quotation page to a pre-registered customer e-mail address, An order determination page creation function for newly creating and recording an order determination page as a web page based on order data transmitted from a customer who has confirmed the quote page; and an order determination page in the e-mail address of the seller terminal. And an e-mail transmission function for receiving an order decision notification for transmitting an e-mail in which the URL is described.

According to this, if the customer requests an estimate on the WWW, the customer can immediately know the general temporary estimate automatically calculated by the server device online, and can request a more specific estimate.

The seller can be notified of the provisional order by accessing the provisional order page and the provisional quotation page by e-mail, and can correct the contents of the provisional quotation to a value satisfactory to the seller. .

The customer can receive the e-mail notification and access the correction estimate page, confirm the final correction estimate determined by the seller, and formally order the necessary product online.

Further, the seller can receive a notification by e-mail and access the order determination page to confirm the final order determined by the seller online.

The ordering system according to the third aspect is the first aspect.
Alternatively, in the order receiving system according to claim 2, the seller terminal is a mobile phone capable of transmitting and receiving e-mails and browsing WWW.

According to this, even if the sales person of the seller is out, the sending and receiving of e-mails and the Web
You can check the page.

The order receiving system according to a fourth aspect is the order receiving system according to the first, second, or third aspect, wherein the server device includes a communication server, a data server, and a data processing server; It is characterized in that the data server also serves as a WWW server.

In the present invention, the server devices are classified according to their functions. However, physically, one computer may have all functions.

The ordering system according to the fifth aspect is the first aspect.
5. The ordering system according to claim 4, wherein at least a page to be disclosed to the customer among the Web pages newly created after the start of the quote request is a server device with a URL associated with the user ID of the customer. Characterized by being recorded in

The Web page is newly created after the start of the quote request, but at least the URL of each Web page viewed by the customer
By associating with the customer ID, there is no confusion with each web page created in the process of estimating another customer. Here, "associated with the user ID" includes not only the URL of the user ID as it is, but also the URL of the user ID combined with other numerical values, symbols, or the like.

The order receiving system according to a sixth aspect is the order receiving system according to any one of the first to fifth aspects, wherein the server device immediately transmits the e-mail to the e-mail address of the customer. A facsimile indicating that an e-mail has been transmitted to a pre-registered facsimile number of a customer can be transmitted.

According to this, it is possible to notify a customer who does not always connect the terminal to the Internet by facsimile that the e-mail has been transmitted, and to prompt the user to view the e-mail.

According to a seventh aspect of the present invention, there is provided the order receiving system according to any one of the first to sixth aspects, wherein the server device transmits the recorded order data to an e-mail address registered in advance. It can be transmitted by e-mail or by facsimile transmission to a pre-registered facsimile number.

According to this, the order data can be sent to the production and shipping department or the like by e-mail or facsimile.

An order receiving system according to an eighth aspect is the order receiving system according to any one of the first to seventh aspects, wherein the user ID can be registered in the server device from the customer terminal via the Internet. It is characterized by the following.

In the case of this system, the customer first enters the customer ID
It is necessary to register the customer ID, but by using the Internet, the customer ID registration procedure can be performed online in a short time.

The ordering / ordering system according to the ninth aspect is the first aspect.
The order receiving system according to any one of claims 1 to 8, further comprising a plurality of seller-side terminals, wherein the server device transmits a temporary order notification E to an e-mail address of the seller terminal associated with the user ID. It is characterized by transmitting an e-mail and an e-mail for order determination notice.

According to this, when the salesperson in charge of the customer is determined, the salesperson in charge can respond to the customer requesting the quote.

The order receiving system according to the tenth aspect is the order receiving system according to any one of the first to eighth aspects, wherein the order receiving system includes a plurality of seller terminals, and the server device is arranged in a predetermined order. Therefore, a provisional order notification e-mail and an order decision notification e-mail are transmitted to an e-mail address of a predetermined seller terminal.

According to this, when there are a plurality of sales persons on the seller side, it is possible to respond in order, so that work is not concentrated on a specific sales person.

An order receiving system according to an eleventh aspect is the order receiving system according to any one of the first to tenth aspects, wherein the server device is installed in a place managed by a sales side or an intermediary agent. It is characterized by.

The server device can be installed and managed by the sales side itself, and an intermediary commissioned by the seller can install and manage the server device. When the intermediary company installs and manages, a plurality of customers can be handled by the same server device.

According to a twelfth aspect of the present invention, there is provided an order receiving / ordering method using a server connected to the Internet, wherein the step of authenticating a customer ID of a customer who has accessed the server is performed via the Internet. The process of calculating the quotation data from the quotation request data transmitted from the customer, and allowing the customer to confirm the tentative quotation data via the Internet, and a tentative order reception page as a Web page at the server device using the confirmed quotation data. And a step in which the seller accesses the provisional order page via the Internet and corrects the estimated data, and a step in which the server device uses the corrected estimated data to create a modified estimated page as a Web page in the server device. Customer accessing the modified quote page via the Internet and placing an order via the Internet; And the process of creating a Web page serving as orders determined page in the dispensed data using the server device,
Accessing the order determination page via the Internet and confirming the official order data.

According to this, an estimate is made on the Internet,
Can be ordered. First, mischief access and the like are eliminated by authenticating the customer ID of the customer. Then, based on the quote request data, the customer can promptly confirm the provisional quote online. Since the server device can create a temporary order page based on the estimate data, the seller can access the temporary order page via the Internet and modify the estimate data. Since the server device creates a corrected quotation page based on the corrected quotation data, the customer can access the corrected quotation page, check the corrected quotation, and order necessary products online. Further, since the server device creates the order determination page based on the order data when an order is placed, the seller can access the order determination page and check the official order data.

Here, the modified estimate page may be a page that displays only the modified estimate, or may be a page that displays the quote first confirmed by the customer together with the modified estimate.

The ordering method according to the thirteenth aspect is directed to the first aspect.
Method 2 of ordering, characterized in that it includes a step of notifying the customer of the URL of the revised quotation page by e-mail from the server device immediately after creating the revised quotation page.

According to this, the customer can know the URL of the Web page on which the contents of the correction estimate are posted. Then, if the URL on the e-mail is clicked, the linked browser can be used to link the URL without re-entering the URL.
You can access page b.

The ordering method according to the fourteenth aspect is directed to the first aspect.
14. The order receiving method according to claim 2, wherein the server device informs the seller of the URL of the provisional order page by e-mail immediately after the provisional order page is created, and sells from the server device immediately after the order decision page is created. To the order confirmation page
L is communicated by e-mail.

Thus, it is possible to immediately inform the seller that the Web page for each process has been created.

The ordering method described in claim 15 is the same as the claim 14.
In the ordering method of the seller, the seller sends and receives e-mail,
It is characterized by sending and receiving e-mails and accessing Web pages using a mobile phone capable of browsing the WWW.

According to this, even if the sales person on the sales side is out of the office, it is possible to send and receive e-mails and access the Web page, so that quick response is possible.

The ordering method according to claim 16 is the same as that of claim 1.
The order receiving method according to any one of claims 2 to 15, wherein the formal order data is registered in advance in the server device.
E-mailing the e-mail address or using the formal order data server device
X transmission process.

According to this, the official order data can be quickly and accurately transmitted to the production and shipping department.

[0055]

DESCRIPTION OF THE PREFERRED EMBODIMENTS The present invention will be described below with reference to preferred embodiments.

[First Embodiment] FIG. 1 is a diagram showing a system configuration of the present embodiment.

(1) is a server device, which is connected to the Internet.
It comprises a communication server connected to (10), a data server (3) for recording data, and a data processing server (4) for performing data processing such as calculation.

Each of these servers (2), (3) and (4) may use a separate computer, or one or two computers may have the functions of each server. The data server (3) also has a function as a WWW server.

In this embodiment, the server device (1) is owned and managed by an intermediary company, and provides services based on a contract with a dealer. When the size of the seller is large, the seller may own and manage the server device (1).

(5) is a terminal used by a customer who purchases a product, which can be connected to the Internet. Terminal
As for (5), it is common to use a personal computer,
A mobile device (6) such as a mobile device or a mobile phone that can use the Internet may be used.

It is not necessary for the customer to have both the terminal (5) and the portable terminal (6), but it is sufficient if the customer has any one terminal. Further, three or more terminals (5) and portable terminals (6) may be provided.

(7) is a portable terminal that is carried by a sales representative of a seller who can make a quote, and is connected to the Internet, and is capable of sending and receiving e-mails and browsing WWW.

(8) is a terminal such as a personal computer installed in the seller's office or the like, which is also connectable to the Internet. This is a terminal used by a person in charge at an office or the like.

The portable terminal (7) and the terminal (8) of the seller are not necessarily both required, and only the portable terminal (7) may be used. If there are a plurality of sales representatives, a plurality of portable terminals (7) can be provided.

(9) is a terminal of the production and shipping department of the seller, which can be connected to the Internet.

Next, with respect to the flow of creating an estimate using the present system, a typical example of the use of the system, that is, a customer requests an estimate using the terminal (5), and the salesman of the seller goes to the portable terminal on the go The case where a final estimate is presented using (7) will be described as an example.

FIG. 2 shows a flow of a whole series of processing up to order placement.

[User Registration] In the present invention, since processing is performed using a user ID in the order receiving process, a user ID is registered in advance, and only registered customers can request a quote.

The registration of the user ID has a role of preventing mischief and improving security as well as setting a password.

Prior to requesting a quote, the customer applies for the use of the system to the seller online or offline. At this time, a user ID and a password are given to the customer, and these may be determined by the seller or may be determined by the customer.

In this embodiment, the customer fills in a predetermined form online to make the decision. However, if the user ID desired by the customer is the same as the user ID of another registered customer, another user is required. Ask to re-enter ID.

Therefore, one user ID is not given to two or more customers. However, one customer may have a plurality of user IDs. For example, a user ID may be registered for each branch or for each ordering department.

This user registration needs to be performed only once at the beginning, and in the case of a normal ordering operation, the user registration is started from a user authentication step described later.

[Access to Seller Web Page from Customer] The customer has his / her own terminal (hereinafter referred to as “customer terminal”).
(5) to access a Web page recorded in the seller's data server (3) via the Internet.

The Web page may be dedicated to the quotation system, or may be provided as a part of a site for introducing new products or introducing a company.

[User Authentication] The flow of user authentication is shown in FIG.
It becomes as shown in.

That is, when a customer requests a quote
When the web page is accessed, the screen of the customer terminal (5) is shown in FIG.
"User authentication screen" is displayed.

The customer enters the registered ID number and password in predetermined portions of the “user authentication screen”, and clicks the “send” button on the screen to transmit.

The data processing server (4), which has received the ID number and the password via the Internet (10) and the communication server (2), sets the corresponding ID in the customer data registered in advance in the data server (3). Search for a combination of number and password.

When the corresponding customer registration data is found, access to the customer terminal (5) is permitted, and the page of the “quotation request data creation screen” recorded in advance in the data server (3) is displayed on the communication server (2). , Customer terminal (5) via the Internet (10)
Send to FIG. 11 is a diagram showing an “estimation request data creation screen”.

On the other hand, when there is no corresponding customer registration data in the data server (3), the data server (3) transmits the data shown in FIG. 1 to the customer terminal (5) via the communication server (2) and the Internet (10).
"Customer registration data re-entry screen" like 0 is sent,
You will be asked to enter your ID number and password again. If there is no corresponding customer registration data,
This is because it is conceivable that the customer enters an incorrect ID number or password.

Even if the ID number and the password are repeatedly entered a predetermined number of times (for example, three times), if there is no data corresponding to the registered data, it is determined to be a mischief, etc. Refuse. in this case,
A message (not shown) such as "Access not possible. Please check your ID number and password."
Send to (5) for display.

[Estimation Request Data Creation] The flow of the estimation request data creation is as shown in FIG.

When the user authentication is completed, a form of “quotation request data creation screen” as shown in FIG. 11 is displayed on the customer terminal (5). Enter or select the desired purchase quantity and desired delivery date.

It is not always necessary to input the delivery date. There may be a plurality of products for which a quote is desired.

The “quotation request data creation screen” includes a product name,
A desired price may be input in addition to the quantity and the delivery date. A comment section may be provided so that the customer's request can be freely entered.

When the input is completed, the customer clicks the “estimate” button provided on the “estimation request data creation screen” on the screen.

[Temporary Estimation Creation] The flow of the temporary estimation creation is as shown in FIG.

When the customer clicks the "quote" button,
The input data is transmitted as "estimation request data" to the communication server (2) via the Internet (10).

The communication server transmits “estimation request data” to the data processing server (4). The data processing server (4) searches the unit price data recorded in the data server (3), calculates the total charge, and creates an estimate.

In this embodiment, the delivery date data specified by the customer is reprinted as it is in the delivery date column, but the delivery date may be automatically estimated if necessary. For example, record inventory data and warehousing schedule in the data server (3),
Means for calculating by comparing with the quantity requested by the customer are conceivable.

If the customer has input the desired amount of the price, the desired amount of the customer is reprinted in addition to the total amount automatically calculated by the server device.

The "quotation screen" created by the data processing server (4) is recorded as a new Web page at the URL associated with the user ID on the data server (3), and the communication server (2) and the Internet It is transmitted to the customer terminal (5) via (10).

As a result, a “quotation screen” as shown in FIG. 12 is displayed on the customer terminal (5). From the quote request up to this point until the "quote screen" is displayed, everything is automatic, and the required time depends on the number of quotes and the line status, but is usually within a few seconds.

The customer who has confirmed the contents of the quote transmits the “confirmed quote data” confirmed by clicking the “tentative order” button on the “quote screen”. Click “Temporary order” and the “Confirmed quotation data” confirmed on the Internet (1
0), recorded in the data server (3) via the communication server (2).

When the “confirmation estimate data” is received, a “transmission display screen” as shown in FIG. 13 is transmitted from the data server (3) to the customer terminal (5) via the communication server (2) and the Internet (10). On the screen of the customer terminal (5), a message "Estimate is being sent and will be contacted by e-mail later" is displayed.

[0097] The customer does not need to perform any other operations until the e-mail is sent, so if the customer has a dial-up connection via a general telephone line, he or she has only to hang up once and wait. There is no problem using the personal computer for other purposes.

If you want to change the product or desired quantity and re-estimate, click the "Re-estimate" button instead of the "Temporary order" button to return to the "Estimation request data creation screen". Can be.

In the case where no further quotation is required and there is no intention to purchase, it is sufficient to leave the "temporary order" without any change.

[0100] In this case, if it is desired to continue quotation for the same product again at a later date, the "quotation screen" is recorded on the data server (2) as a Web page. By inputting the URL of the above, the request for quotation can be continued from the suspended "quotation screen".

The customer enters the URL of the “quotation screen” in the browser.
Is registered, or the history of viewing the "quote screen" is left, so that the user can easily access the "quote screen" page without inputting the URL.

If the first estimate is better after re-estimation, the first “estimate” can be specified by specifying the “return” function of the browser or the URL of the registered “estimate screen”. You can also make a “tentative order” with the contents displayed.

The "Estimate screen" is recorded in the data server (2) without being overwritten even if another estimate request is made. You can access without.

The URL of the “quotation screen” is recorded with a name associated with the user ID. This is because the “quotation screen” is created at another URL.

[Confirmed Quotation Contact] The flow of the confirmed quotation creation is as shown in FIG.

The data processing server (3) separately creates a Web page of a “temporary order screen” for allowing the salesperson to confirm the quotation data and records it on the data server (3). The URL of this “temporary order screen” is a new URL every time a temporary order is placed.
, So other quote data will not be overwritten.

When the data processing server (3) receives a provisional order,
E-mail-enabled mobile phones (hereinafter referred to as “sale terminals”) of salespersons registered in advance using the Internet (10)
(7) An e-mail is transmitted.

This e-mail contains the URL of the “temporary order screen”
And a message notifying that the tentative order has been received. As a result, a display as shown in FIG. 14 appears on the display unit of the selling terminal (7).

If there are a plurality of salespersons, it is preferable to prepare a plurality of sales terminals (7) and carry them with each salesperson. In this case, if a person in charge is determined for each customer, the user ID and the e-mail address of the salesperson may be associated with each other, and all of the quote requests from a specific customer may be handled by the salesperson in charge.

If the charge is not fixed, it is also possible to set so that the e-mail is sequentially sent to another sales person so that the assignment of each sales person becomes uniform.
However, if one quotation or order is handled by another salesperson, it will be confusing, so once you receive the e-mail and become responsible, set that salesperson to handle the matter to the end. Is desirable.

[Change Estimation Creation] The flow of change estimation creation is as shown in FIG.

The salesperson accesses the "temporary order screen" page specified by e-mail using the Internet connection function of the sales terminal (7). At this time, if the URL indicated in the e-mail is designated, it is possible to easily access without manually inputting a new URL.

Then, a "tentative order receiving screen" as shown in FIG. 15 is displayed on the selling terminal (7), and the customer name and the "confirmation estimate data" and the customer comment confirmed by the customer can be viewed.

The salesperson corrects the fee, delivery date, etc. on the screen while taking into account who the customer is and the customer's comments, and selects "Send" while the line is connected to make the correction. The content is transmitted to the data server (3) via the Internet (10) and the communication server (2) as "corrected estimate data".

When the transmission is completed, the sales terminal (7) is placed in FIG.
As shown in FIG. 6, a "transmission completion display screen" indicating that the transmission has been completed appears, and the salesperson confirms this and disconnects the line.

It should be noted that since the customer who has temporarily placed the order is waiting for the final estimate, it is desirable to send the revised estimate as soon as possible. Even if the salesperson is on the go, talking with other customers, the salesperson does not have to respond aloud the amount of money or take notes like a normal telephone call. Therefore, the quotation can be modified without being known to the facing customer.

Further, if necessary, the Internet connection may be temporarily disconnected before the correction, the stock may be checked by telephone, consultation with the supervisor, or the like, and the "temporary order screen" may be accessed again to make the correction. Even in this case, the access is easy if the previously received e-mail is left without being deleted.

The "correction estimate data" recorded in the data server (3) is sent to the data processing server (4). The data processing server (4) creates a "comparison estimate" from the "confirmation estimation data" and the "correction estimation data". The “comparison estimate” is a display in which the “confirmation estimation data” and the “correction estimation data” are arranged side by side so that they can be compared.

The “comparison estimate” created by the data processing server (4) is recorded in the data server (3) as a “comparison estimation screen” with a new URL associated with the user ID.

When the “comparison estimate” is made, the communication server (2)
"Comparison quotation" has been made to the customer's e-mail address registered in advance via URL and the URL of the "comparison quotation screen"
An e-mail is sent to inform you.

The customer who has received the e-mail can easily access the “comparison estimation screen” by clicking the URL of the “comparison estimation screen” described in the e-mail.

When the customer terminal (5) is constantly connected to the Internet by a dedicated line, or when the customer terminal (5) is a mobile phone (6) that can use e-mail, the e-mail is not transmitted. You can tell immediately if there is, but in the case of dial-up connection, you do not know the arrival of e-mail.

Therefore, a customer FAX number may be registered in advance for such a customer, and immediately after the E-mail transmission, the fact that the E-mail has been transmitted may be transmitted by FAX.

It should be noted that the “comparison estimation screen” U
It is also possible to notify the RL,
It is troublesome to input L, and there is a risk of input error.
Accessing the “comparison estimation screen” by clicking the button allows easy and accurate access.

[Formal Order] The flow of the formal order is as shown in FIG.

The customer terminal (5) that has received the e-mail has
A comment notifying that the estimation has been completed, such as 7, and the URL of the “comparison estimation screen” are displayed. The customer can click the indicated URL to access the “comparison quotation screen”. FIG. 18 is a diagram showing the “comparison estimation screen”.

In the figure, the left side shows “confirmation estimate data” first confirmed by the customer, and the right side shows “correction estimate data” shown by the dealer (salesman) for the same product. .

Accordingly, the customer can compare the two data and recognize at a glance how much the price and the delivery date have changed from the beginning.

When a plurality of types of products are quoted, they are displayed in a table format so that they can be compared for each product. The customer makes a final decision as to whether or not to purchase based on the content of the "corrected estimate data". It is conceivable that the initially confirmed quotation has better conditions such as price than the modified quotation, but even in this case, the customer determines whether or not to place an order based on the contents of the "modified quotation data". That is, the “confirmation estimate data” in the “comparison estimation screen” is only for reference, and it is not possible to place an order based on this.

The customer checks all of the products displayed on the screen that are intended to be purchased. At this time, those who have lost their will to purchase after seeing the estimation results are not checked.

Thereafter, the customer clicks the “formal order” button displayed on the screen and transmits order data, thereby completing the formal order. Here, of the revised quote, the data about the product checked by the customer when the customer purchases it becomes "ordering data", the Internet (10),
It is recorded on the data server (3) via the communication server (2).

In this embodiment, the data of all the products checked as described above are transmitted to the communication server (2) as "order data". Since "data" has already been recorded in the data server (3), only the data indicating the presence or absence of the check may be transmitted. In this case, the data processing server (4) may create “order data” from the check data and the “correction estimate data”.

After clicking the “official order” button, an “order completion screen” including a message indicating that the order has been completed is displayed on the screen of the customer terminal (5) as shown in FIG. This completes the procedure on the customer side.

If the customer does not formally place an order for any product, the customer may leave the "formal order" button without clicking it. Even in this case, the URL of the “comparison quotation screen” later
Can be specified to access the “comparison estimation screen” again to place a formal order, as in the case of interruption in the “temporary order screen” described above.

[0135] The customer issues an "order issuance" on the "order completion screen".
When the button is clicked, the processing server (4) creates an order using the "order data" of the data server (3), and records the order in the data server (3).

The order sheet is sent to the customer terminal (5) via the communication server (2) and the Internet (10), and the customer terminal (5) displays an "order sheet screen" as shown in FIG. Purchase order includes customer name, product name, quantity, total price, delivery date, order number,
The order contents such as the order date are displayed.

The customer can print out this order form or record it in the storage means of the customer terminal (5), and keep it as a copy of the order and manage it.

The data processing server (3) uses the “order data” to create an “order decision screen” with a new URL for confirmation of the salesperson, and records it on the data server (3).

Then, the communication server (2) and the Internet
That the final order arrived at the sales terminal (7) via (10),
An e-mail notifying the URL of the "order determination screen" is transmitted.

When the e-mail is received, the sales terminal (7) displays as shown in FIG. 21, so the salesperson accesses the URL indicated in the e-mail, and enters the order contents on the "order determination screen". Confirm.

The salesperson can transfer the contents of the "order determination screen" to the terminal (9) of the production and shipping department by e-mail, and can instruct shipping of the ordered product. Or server device (1)
May be sent to the terminal (9) of the production and shipping department to send an e-mail.

If the production and shipping department does not have a computer, the FAX number of the production and shipping department is registered in advance, and an instruction is issued to the data processing server (4) to transmit the necessary order information by fax to the production and shipping department. You may do so.

In any case, the salesperson does not contact based on the memo or the memory but based on the data recorded in the data server (3), so that no order error occurs.

By using this system, the sales side can respond promptly regardless of where the sales person is, or anytime 24 hours, so that the number of missing orders is reduced. (However, instead of accepting 24 hours, the response time is intentionally limited,
It is also possible to restrict access other than the response time. 3.) The customer can estimate and place an order in a very short time without waiting for a long time to obtain an answer, and can proceed with the business smoothly. For this reason, the use of the seller adopting the present system is increased, and the sales of the seller can be expected to further improve.

It is to be noted that a different UR is required until the formal order is placed.
L's new web pages are created one after another, data server (3)
However, these pages are still recorded on the data server even after the formal order is placed.

[0146] The recording period of the Web page may be determined as appropriate between the seller and the intermediary managing the server device (1). Even if the data is recorded (for example, for one year), the capacity is not large enough to compress the data server.

The customer can check the contents again at a later date during the recording period, so that the customer can use it for order management.

Further, since the contents of the estimate are expected to be different depending on the time, there is a case where it is desired to prevent an order with the old contents of the estimate. In that case, set an estimated validity period, and delete the Web page after that period (disable access)
Alternatively, even if access is possible, the operation of “official order” may not be performed. For example, if you click the button of "Official order", a message such as "Estimated validity period has passed, please re-estimate." Etc. is displayed, and there is a way to lead to "Estimation request data creation screen". Can be

[Embodiment 2] In the first embodiment, the "comparison estimate" is created from the "confirmation estimate data" and the "correction estimation data". A “correction estimate” was created from only the “correction estimate data” and used instead of the “comparison estimate” in Example 1.

If the comparison with the “confirmed quotation data” is not important or the customer may be confused on the contrary, only the “corrected quotation data” is provided to the customer without displaying the “confirmed quotation data”. To see.

In this case, the “correction estimate” is a new URL associated with the user ID as the “correction estimate screen”.
Is recorded in the data server (3), and is accessed by the customer in the same manner as in the first embodiment, and is used as final judgment information for the formal order.

Although the customer cannot compare the original “confirmation estimate” and the corrected “correction estimate” on the screen, the rest is the same as in the first embodiment. Same as 1.

It is to be noted that the setting as in the first embodiment and the setting as in the second embodiment may be selectable according to the seller's preference.

[0154]

As described above, according to the present invention, even when there is not a sufficient number of sales representatives, when a customer requests a quote, the customer can quickly respond to the customer using the Internet and a portable terminal. You can make a detailed estimate. Further, since the order data itself can be transmitted to the shipping department, it is possible to order without errors.

[Brief description of the drawings]

FIG. 1 is a diagram showing a system configuration of an embodiment.

FIG. 2 is a diagram showing a flow of a whole series of processing up to order placement.

FIG. 3 is a diagram illustrating a flow of user authentication.

FIG. 4 is a diagram showing a flow of creating quote request data.

FIG. 5 is a diagram showing a flow of creating a temporary estimate.

FIG. 6 is a diagram showing a flow of creating a confirmed quotation.

FIG. 7 is a diagram showing a flow of creating a change estimate.

FIG. 8 is a diagram showing a flow of a formal order.

FIG. 9 is a view showing a “user authentication screen” of the customer terminal.

FIG. 10 is a diagram showing a “customer registration data re-input screen” of the customer terminal.

FIG. 11 is a view showing a “quotation request data creation screen” of the customer terminal.

FIG. 12 is a diagram showing a “quotation” screen of the customer terminal.

FIG. 13 is a view showing a “display screen during transmission” of the customer terminal.

FIG. 14 is a diagram showing the contents of an e-mail for notifying a quote request.

FIG. 15 is a view showing a “temporary order receiving screen” of the selling terminal.

FIG. 16 is a diagram showing a “transmission completion display screen” of the sales terminal.

FIG. 17 is a diagram showing an e-mail notifying that a quote has arrived.

FIG. 18 is a diagram showing a “comparison quotation” screen of the customer terminal.

FIG. 19 is a view showing an “order completion screen” of the customer terminal.

FIG. 20 is a view showing an “order sheet screen” of the customer terminal.

FIG. 21 is a diagram showing the contents of an e-mail notifying that an order has been accepted.

FIG. 22 is a view showing an “order acceptance determination screen” of the sales terminal.

[Explanation of symbols]

 (1) Server device (2) Communication server (3) Data server (4) Data processing server (5) Customer terminal (7) Sales terminal (9) Production / shipment terminal (10) Internet

 ──────────────────────────────────────────────────続 き Continued on the front page F term (reference) 5B017 AA01 BA05 BB02 CA16 5B049 AA01 AA02 BB11 CC05 CC08 CC11 DD01 EE00 FF03 GG02 GG03 GG04 GG06 GG07

Claims (16)

[Claims] 1. A client terminal that can be connected to the Internet, a seller terminal that can be connected to the Internet, and a server device that is connected to the Internet and stores a Web page. When there is an access by the user, an authentication function for confirming the user by the user ID, a tentative estimate is created based on the quote request data transmitted from the customer and the product data recorded in the server device in advance, and the A provisional quotation page creation function for newly creating and recording a provisional quotation page, which is a Web page describing the provisional quotation, and a provisional order reception page, which is a Web page based on confirmation quotation data transmitted from a customer who has confirmed the provisional quotation page A temporary order page creation function for creating and recording a new order, and the provisional order is sent to a pre-registered e-mail address of the seller terminal. An e-mail transmission function for transmitting an e-mail describing a URL of a page, a function for transmitting an e-mail for provisional order notification, a function for creating a correction estimate that can correct the confirmation estimate data of the provisional order page to obtain correction estimate data, We with quote data and the confirmation quote data
b. A comparison estimation page creation function for newly creating and recording a comparison estimation page as a page, and an estimation completion notification for sending an e-mail including the URL of the comparison estimation page to a pre-registered customer e-mail address. An e-mail transmission function, an order decision page creation function for newly creating and recording an order decision page as a web page based on order data transmitted from a customer who has confirmed the comparison quote page, and an E of the seller terminal. An order receiving system comprising an e-mail transmission function for transmitting an e-mail indicating the URL of the order determination page to a mail address. 2. A system comprising: a customer terminal connectable to the Internet; a sales terminal connectable to the Internet; and a server device connected to the Internet and storing a Web page. When an access is made, an authentication function for confirming the user by the user ID, a provisional estimate is created based on the quote request data transmitted from the customer and the product data recorded in the server device in advance, and the temporary A provisional quotation page creation function for newly creating and recording a provisional quotation page, which is a Web page describing the quotation, and a provisional order page, which is a Web page, based on confirmation quotation data transmitted from a customer who has confirmed the provisional quotation page. A provisional order page creation function for newly creating and recording, and the provisional order entry page stored in an e-mail address of a seller terminal registered in advance. An e-mail transmission function for transmitting an e-mail describing the URL of the temporary order notification, a correction estimate creation function capable of correcting the confirmation estimate data of the temporary order page to obtain corrected estimate data, A function to create and record a new modified quotation page, which is a Web page that is described as modified quotation data, and an e-mail describing the URL of the modified quotation page to a pre-registered customer e-mail address. An e-mail transmission function for notifying the completion of the estimate to be transmitted; an order determination page creation function for newly creating and recording an order determination page as a web page based on order data transmitted from the customer who has confirmed the corrected estimate page; It has an e-mail transmission function for sending an e-mail to notify the order decision page to the e-mail address of the seller's terminal. Ordering system, characterized in that. 3. The seller terminal sends and receives e-mail,
The ordering system according to claim 1 or 2, wherein the mobile phone is a mobile phone capable of browsing WW. 4. The server device includes a communication server, a data server, and a data processing server.
4. The order receiving / ordering system according to claim 1, wherein the order receiving system also serves as a W server. 5. Web newly created after the start of quote request
The ordering system according to any one of claims 1 to 4, wherein at least a page to be disclosed to the customer among the pages is recorded in the server device at a URL associated with the user ID of the customer. 6. The server device is capable of transmitting a fax indicating that the email has been transmitted to a pre-registered fax number of the customer immediately after transmitting the email to the customer's email address. An ordering system according to any one of claims 1 to 5, wherein 7. The server device transmits the recorded order data,
7. It is possible to transmit by e-mail to a pre-registered e-mail address or by facsimile transmission to a pre-registered facsimile number. The ordering system described. 8. The order receiving / ordering system according to claim 1, wherein the user ID can be registered in a server device from a customer terminal via the Internet. 9. A server device having a plurality of seller-side terminals, and the server device sends a provisional order notification e-mail and an order decision notification E-mail to the e-mail address of the seller terminal associated with the user ID.
9. The method according to claim 1, wherein the e-mail is transmitted.
Ordering system described in any of the above. 10. A server device having a plurality of seller terminals, and the server device transmits a provisional order notification e-mail and an order determination notification e-mail to an e-mail address of a predetermined seller terminal according to a predetermined order. Claims 1 to
An ordering system according to claim 8. 11. The server device according to claim 1, wherein the server device is installed in a place managed by a sales side or an intermediary company.
The ordering / ordering system according to claim 10. 12. A method for receiving and placing an order using a server connected to the Internet, comprising the steps of: authenticating a customer ID of a customer who has accessed the server; and requesting an estimate transmitted from the customer via the Internet. Calculating the estimated data from the data, and allowing the customer to confirm the provisional estimation data via the Internet, using the confirmed estimation data to create a temporary order page as a web page on the server device, A step of accessing the provisional order page via the Internet and modifying the estimate data; a step of using the corrected estimate data to create a modified estimate page as a Web page in the server device; The process of accessing the revised quotation page and placing an order via the Internet, and using the data ordered Ordering method characterized in that it comprises the steps of creating a Web page serving as orders determined page in the server device, and a process in which the seller has access to the order determined page via the Internet, to confirm the formal order data. 13. The order receiving / ordering method according to claim 12, further comprising a step of sending a URL of the corrected quotation page from the server device to the customer by e-mail immediately after creating the corrected quotation page. 14. A process in which the URL of the temporary order page is notified from the server device to the seller by e-mail immediately after the temporary order page is created, and the URL of the order determination page is transmitted from the server device to the seller immediately after the order determination page is created. 14. The order receiving / ordering method according to claim 12, further comprising a step of communicating by e-mail. 15. The seller can send and receive e-mails and WWW
15. The ordering method according to claim 14, wherein an e-mail is transmitted and received and a web page is accessed using a mobile phone capable of browsing. 16. E-mailing the formal order data to an e-mail address registered in advance in the server device, or F-mail registered in the formal order data server device in advance.
The order receiving method according to any one of claims 12 to 15, further comprising a step of transmitting a fax to the AX number.