JP2002063650A - Method for collecting and managing client information while utilizing portable information terminal - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a system capable of collecting information on selling of a client in visit selling and a method for collecting and managing client information while using this system. SOLUTION: In visit selling, a portable information terminal representatively like a portable telephone set is controlled only by the so-called bar code reading operation of a visit seller, the selling information of a client is transmitted to a server system on the Internet connected through radio communication and the client information is collected and managed by registering this information on a database.

Description

DETAILED DESCRIPTION OF THE INVENTION

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a customer information collection / management system and a customer information collection / management method using the same, and more particularly, to a sales representative (typically a seller) who visits a customer for visits and deliveries. The present invention relates to a customer information collection / management system and a customer information collection / management method using the system to collect and manage information about the customer during a transaction with the customer.

2. Description of the Related Art A point-of-sale information management system (so-called PO
In the S system), the seller reads out the bar code symbol attached to the product with a bar code reader and pays out the price, instead of inputting the price of the product or the like using the numeric keypad, using a register device installed at the store. . On the other hand, the register device records information such as a product and its sales date and time by reading a barcode symbol, and the center terminal device collects, collects and analyzes the information recorded by the register device, and analyzes the result. Output as a report. As a result, the seller can grasp the sales quantity, the sales tendency, and the like of the product. On the other hand, it is known that the seller goes to each household of customers (consumers) and sells the products handled by the seller directly in a visit / delivery mode. In such a sales form, the seller has to go to each home, but by going to the home, it is possible to directly communicate with the customer, so that there is an advantage that a fine-grained service can be provided to the customer.

As described above, the conventional POS system is premised on sales at stores where a large register device is fixedly installed at a sales floor. It was practically impossible to introduce it into delivery sales. Therefore, in visit / delivery sales, a system for efficiently collecting customer information has not been provided even though the seller can directly contact the customer, so that the customer information at the time of sale can be effectively utilized. could not. In view of the above, the present invention provides a system capable of collecting information related to sales of a customer when a seller such as a visit / delivery sales visits the customer, and a customer information collection management method using the system. The purpose is to provide. In addition, the present invention allows the seller who actually performs the operation to remember the troublesome operation,
It is an object of the present invention to provide a system that can collect customer information by a simple operation and a customer information collection management method using the system.

A first gist of the present invention is as follows.
The mobile information terminal represented by a mobile phone is controlled only by the so-called barcode reading operation of the seller, and the customer's sales information is transmitted to a server system on the Internet connected via wireless communication, and this is stored in a database. The purpose of registration is to collect and manage customer information. Further, a second gist of the present invention is to control a portable information terminal represented by a portable telephone only by a so-called barcode reading operation of a seller and register the information in a server system on the Internet connected via wireless communication. Is to refer to the customer's sales information. That is, the present invention is a customer information collection and management method in which a seller collects sales information using a barcode sheet when delivering a product to a customer, and manages the collected sales information. A customer card provided with a second barcode symbol indicating identification information for identification is distributed in advance, and the first barcode symbol provided on the barcode sheet and the distributed customer card are provided. Causing the seller to read a second barcode symbol provided on the card and a third barcode symbol provided on the barcode sheet using a barcode reader connected to a portable information terminal; The portable information terminal is controlled based on a signal corresponding to the first barcode symbol, and the portable information terminal is connected to a server system on the Internet for communication. And transmitting identification information indicated by a signal corresponding to the second barcode symbol to the communication-connected server system based on a signal corresponding to the third barcode symbol. This is an information collection management method. The present invention also relates to a customer information collection and management method for collecting sales information when a seller delivers a product to a customer and managing the collected sales information. Read by a barcode reader connected via the external interface of
Inputting the portable information terminal as a first signal;
Communicatively connecting the portable information terminal to a server system on the Internet based on the first signal, reading a second barcode symbol with the barcode reader, and transmitting the second barcode symbol to the portable information terminal as a second signal. Inputting, reading a third barcode symbol by the barcode reader, and inputting the same as a third signal to the mobile phone, based on the third signal,
Transmitting identification information based on the second signal to the server system. In addition, the present invention reads a fourth barcode symbol by the barcode reader,
Inputting the portable information terminal as a fourth signal, based on the third signal, together with the identification information based on the second signal and the sales quantity information based on the fourth signal on the server The data is transmitted to the system. Further, when the first barcode symbol includes information indicating registration of sales information, the present invention registers customer information based on the identification information and the sales quantity information transmitted from the portable information terminal in a database. And further comprising the step of: Still further, according to the present invention, when the first barcode symbol includes information indicating a reference to the sales information history, transmitting the customer information registered in the database to the communication-connected portable information terminal; , Is further provided. Further, the present invention may further include a step of creating a predetermined report based on the database and outputting the created predetermined report. Also, the present invention
An information input device for inputting sales information using a barcode sheet when a seller delivers a product to a customer, wherein the information input device has an external interface and can be communicatively connected to a server system on the Internet. A portable information terminal, and a barcode reader connected to the portable information terminal via the external interface. The barcode reader reads a barcode symbol provided on the barcode sheet, and reads the barcode. The portable information terminal is configured to be able to input a signal corresponding to a symbol to the portable information terminal, and the portable information terminal converts the input signal into a signal equivalent to a signal based on an operation on an operation key provided on itself. This is an information input device characterized by being configured to be able to be treated as. The present invention also relates to a barcode sheet comprising a customer card provided with a barcode symbol to be read by a barcode reader connected to a portable information terminal and an input sheet, wherein the customer card has the barcode When read by the reader, a second barcode symbol is input to the portable information terminal as a second signal and recognized as identification information, and the input sheet is read by the barcode reader. ,
A first barcode symbol that is input to the portable information terminal as a first signal and connects the portable information terminal to a server system on the Internet; and a first barcode symbol when read by the barcode reader. And a third barcode symbol that is input as a third signal to the server system to transmit identification information based on the second signal to the server system.

Next, embodiments of the present invention will be described with reference to the drawings. FIG. 1 is a diagram illustrating a schematic configuration of a system that implements a customer information collection and management method according to the present embodiment. In this system, a seller (hereinafter, referred to as “seller”) in the form of a visit / delivery is carried when visiting each customer's home, and is connected to the mobile phone 11 used at the destination and the Internet. And a server system 12. The mobile phone 11 has a barcode reader 13 for reading barcode symbols.
Are connected via an external interface to constitute an information input device. Further, a database 14 is connected to the server system 12. The mobile phone 11
It can be connected to a packet communication network by wireless communication,
Further, a function for connecting to the Internet via the gateway 15 is provided. In other words, the mobile phone 11 connected to the packet communication network
5, and can exchange predetermined information with each other by connecting to a server system 12 on the Internet. FIG. 2 is a diagram illustrating an appearance of the mobile phone 11 according to the present embodiment. As shown in FIG. 1, an operation unit 21, a display unit 22, a reception unit 23 for a call, and a transmission unit 24 are provided on the operation surface side of the mobile phone 11. An external interface 25 that can be connected to an external device is provided on the lower surface of the mobile phone 11.
The operation unit 21 has various function buttons in addition to the dial buttons. Among the various function buttons, the Internet connection button 21a is for connecting the mobile phone 11 to a Web site on the Internet. The display unit 22 displays various information for prompting a user to perform an interactive operation and various information input from the operation buttons 21. When the mobile phone 11 is connected to the Internet, the display unit 22 transmits the information from a Web site. Display the content that is being viewed. The external interface 25
This is for exchanging data with an external device. In the present embodiment, a barcode reader 13 is connected as the external device. FIG. 3 is a schematic diagram for explaining the barcode reader 13 according to the present embodiment. The barcode reader has an LED3 as an illumination light source inside.
1. a lens 32 that receives light emitted from the LED 31 and reflected by the barcode symbol BS; a CCD sensor 33 that converts the light received by the lens 32 into an electric signal;
And a decoder 34 for converting the electric signal converted by the CCD sensor 33 into a signal format (data) receivable by a device (that is, the mobile phone 11) connected to the barcode reader 13. The decoder 34 outputs the converted data in a serial format.
The bar code reader 13 is typically of a touch type, but it is not particularly limited to this, and may be a pen type. FIG. 4 is a block diagram for explaining a functional configuration of the information input device according to the present embodiment. As shown in the figure, the information input device includes a mobile phone 11 and a barcode reader 13 connected via an external interface 25. The reading unit 41 reads a barcode symbol and inputs an electric signal corresponding to the barcode symbol to the decoding unit 42. The decoding unit 42 converts the input electric signal into data that matches the interface conditions of the mobile phone 11 and outputs the data to the external interface 25.
Is input to the main control means 43 via the. Main control means 43
Receives data input via the external interface 25, and controls various operations according to the data. For example, when the main control unit 43 receives data corresponding to an operation on the Internet connection button 21 a via the external interface 25, the transmission / reception unit 47
Perform processing for connecting to the Internet via.
The input means 44 is for inputting an operation signal corresponding to an operation on the operation button 21 to the main control means 43, and the display means 45 is controlled by the main control means 43.
It is for displaying various information. The communication means 46 is for realizing a telephone conversation under the control of the main control means 43 by converting voice into an internal signal and converting the internal signal into voice. In the present embodiment, the main control unit 43 is configured to, when receiving predetermined serial data from the barcode reader 13, perform an operation equivalent to a case where a predetermined operation button of the input unit 44 is operated. . For example, when the mobile phone 11 receives the serial data “10011010”, it is considered that the operation button “0” has been operated. In other words, the barcode symbol used in the present embodiment is
Includes information corresponding to an operation on the operation button of the operation button. Such a barcode symbol is printed on a medium such as a barcode sheet and is used by a seller. It should be noted that bar code symbols of various code systems can be used. FIGS. 5 and 6 are views showing an example of the barcode sheet according to the present embodiment. The barcode sheet is prepared as a sheet classified for each processing unit to be performed in order for the seller to collect information on sales and the like at the visited place. For example, the barcode sheet shown in FIG. 5 is used when the seller actually delivers the product to the customer, and the barcode sheet shown in FIG. 6 allows the seller to refer to the past sales history information of the customer. Used when
Each barcode sheet is provided with a barcode symbol for each procedure item column of an operation performed for each processing unit, and encourages the seller to read the barcode sheet with the barcode reader 13. That is, when actually selling the product to the customer (sales information input processing), the seller selects the barcode sheet shown in FIG.
1. The barcode symbols provided in the member number column 52, the sales quantity column 53, and the transmission / cancellation column 54 are sequentially read by the barcode reader 13, respectively. When referring to the past sales history information of the customer (sales history information reference processing), the seller selects the barcode sheet shown in FIG. The barcode symbols provided in the / cancellation column 63 are sequentially read by the barcode reader 13. If the bar code symbol provided in the process selection field is, for example, a sales information input process, an Internet connection button is pressed, and a bookmark (that is, a URL or the like) for browsing the sales information input content on the server system 12 is displayed. The information includes information that causes the mobile phone 11 to perform a series of operations in which the arrow button is pressed a predetermined number of times and the execution button is pressed to select. In this example, reading of the barcode symbol in the member number column is performed on a barcode symbol provided on a customer card as shown in FIG. The customer card is provided with a barcode symbol indicating identification information for uniquely identifying the customer, and the customer card is distributed in advance or distributed at the first visit. However,
Since the customer may lose or cannot present the distributed customer card, it is preferable to prepare a seller card corresponding to the customer card as shown in FIG. 7B. Next, a specific example of the customer information collection and management method according to the present embodiment will be described. The seller visits the customer's home while carrying the mobile phone 11, the barcode reader 13, and the barcode sheet as information input devices. When selling the product to the customer, the seller takes out the barcode sheet shown in FIG.
The bar code symbol is sequentially read by the bar code reader 13 connected to 1. That is, when the seller performs a reading operation on the barcode symbol in the processing selection column ((1) in FIG. 8), the mobile phone 11 connects to the server system 12 via the Internet, and sets the content for sales information input. The data request is transmitted to the server system 12 ((2) in the figure). In response, the server system 12 reads out the sales information input content specified by the URL from a file server (not shown) and
1 ((3), (4) in the figure). In response to this, the mobile phone 11 displays the sales information input content on the display unit 22 ((5) in the figure). FIG. 9 is a diagram illustrating an example of the sales information input screen. In this state, the fields for entering the member number and the quantity are blank. Next, the seller requests the customer to present the customer card, and performs a reading operation on the barcode symbol of the presented customer card, and the mobile phone 11 is equivalent to operating the numeric buttons by the dial buttons. Is performed to display the member number consisting of a plurality of digits entered in the member number input field on the screen ((6) in the figure). FIG. 10 is a diagram illustrating an example of a state in which a member number has been input on the sales information input screen. When the seller performs an operation of reading the barcode symbol corresponding to the sales quantity provided in the sales quantity column of the barcode sheet, the mobile phone 11 performs an operation equivalent to the operation of the numeric button by the dial button. To display the input sales quantity in the quantity / status column on the screen ((7) in the figure). FIG. 11 is a diagram illustrating an example of a state in which the quantity / status is input on the sales information input screen. If a number from 996 to 999 is entered in the sales quantity column, it is assumed that the visit status is one of sample presentation, sample refusal, non-purchase, and absence. When the seller finishes inputting the sales quantity and the like, the seller finally performs an operation of reading either the transmission or cancellation barcode symbol in the transmission / cancel column (in the figure).
(8)). When the seller reads the transmitted bar code symbol, the mobile phone 11 transmits the member number and the sales quantity that have been input so far to the server system 12 (in the figure).
(9)). The server system 12 receives data including the member number and the sales quantity from the mobile phone 11, and registers them in the database 14 ((10) in the figure). When the seller performs an operation of reading the cancel barcode symbol, the mobile phone 11 performs an operation equivalent to the operation of the cancel button, and clears the information input so far.
Therefore, if you enter the wrong information,
The operation can be redone by reading the barcode symbol of cancellation. As a result, the seller can easily input the sales information at the visit destination. In particular, according to the present embodiment, the mobile phone 1
1 and the bar code reader 13, and the bar code sheet classified for each processing unit to be performed by the seller, so that the sales information is input.
This eliminates the need to operate the first operation button and makes it possible to easily transmit information to the server system 12 on the Internet. FIG. 12 is a diagram for explaining the database 14 according to the present embodiment. Database 1
No. 4 manages customer information for each member number. That is, the customer information includes a member number, a name, an address, a telephone number, and sales information transmitted from the mobile phone 11. In the sales information, for example, the date and time when the information was transmitted from the mobile phone 11 and the sales quantity are associated. In addition,
When the sales quantity is 996 to 999, it indicates a visit situation other than sales. For example, the server system 12 totals data registered in the database 14 on the first day of each month, performs processing such as marketing analysis, and outputs the result as a monthly report. As a result, the seller can efficiently collect the sales information collected by the seller at the time of visiting / delivery sales, and since the seller manages this as customer information in the database 14, it can be used for various purposes such as marketing analysis. It can be used for On the other hand, when the seller wants to refer to the history information previously sold to the customer, he / she takes out the barcode sheet shown in FIG. Read the code symbols in order. That is, when the seller performs a reading operation on the barcode symbol in the processing selection column ((1) in FIG. 13), the mobile phone 11 connects to the server system 12 via the Internet, and stores the sales history reference content. The data request is transmitted to the server system 12 ((2) in the figure). In response, the server system 12
The sales history reference content specified by the RL is read from a file server (not shown) and transmitted to the mobile phone 11 ((3), (4) in the figure). In response to this, the mobile phone 11 displays the sales history reference content on the display unit 22 ((5) in the figure). Next, the seller takes out the sales visitor card of the customer who wants to refer to the sales history information, and performs a reading operation on the barcode symbol (see FIG.
(6)). Then, the seller finally performs an operation of reading either the transmission or cancellation barcode symbol in the transmission / cancellation column ((8) in the figure). When the seller reads the transmitted barcode symbol, the mobile phone 11 transmits a search request including the input member number to the server system 12 ((9) in the figure). The server system 12, upon receiving this, searches the database 14 using the member number as a search key ((9) in the figure), and transmits the search result to the mobile phone 11 ((10) in the figure). In response to this, the mobile phone 11 displays the sales history information of the customer on the display unit 22 (see FIG.
(11)). Thus, the seller can easily refer to the sales history information of the customer on the go. In the above example, only the sales history information is referred to, but points are calculated according to the purchase price at the time of sale,
This may be registered in the database 14, and the point may be referred to at the time of sale, and a benefit (for example, a discount service) according to the point may be given to the customer. The above embodiment is an exemplification for describing the present invention, and is not intended to limit the present invention to only the above embodiment. The present invention can be implemented in various forms without departing from the gist thereof. In the above embodiment, the visit / delivery sales have been described as an example, but the present invention is not particularly limited to this. The present invention can be applied when a courier service delivers a courier item in logistics, or when entering / leaving / inventory management in a warehouse, and is also applied when a collector / collector collects cash or the like. be able to. Further, the present invention can be applied when a farmer or the like crops or ships. In this specification, the term “means” does not simply mean a physical means, but also includes a case where the function of the means is realized by software. Further, the function of one unit may be realized by two or more physical units, or the function of two or more units may be realized by one physical unit.

According to the present invention, it is possible to collect customer information from a visitor of a seller and manage it. In particular, according to the present invention, it is not necessary for the seller to learn troublesome button operations, and the operation can be performed with extremely simple operation. Education costs for sellers can be kept very low, without being shunned by sellers,
As a result, it is possible to solve the problem in which it was conventionally difficult to collect sales information at the time of visiting / delivery sales.

[Brief description of the drawings]

FIG. 1 is a diagram showing a schematic configuration of a system for realizing a customer information collection and management method according to the present invention.

FIG. 2 is a diagram showing an appearance of a mobile phone according to the present invention.

FIG. 3 is a schematic diagram illustrating a barcode reader according to the present invention.

FIG. 4 is a block diagram for explaining a functional configuration of the information input device according to the present invention.

FIG. 5 is a diagram showing an example of a barcode sheet according to the present invention.

FIG. 6 is a diagram showing an example of a barcode sheet according to the present invention.

FIG. 7 is a diagram showing an example of a customer card according to the present invention.

FIG. 8 is a sequence diagram for explaining an operation at the time of sales information input processing according to the present invention.

FIG. 9 is a diagram showing an example of a sales information input screen according to the present invention.

FIG. 10 is a diagram showing an example of a state in which a member number has been input on a sales information input screen.

FIG. 11 is a diagram illustrating an example of a state where a sales quantity is input on a sales information input screen;

FIG. 12 is a diagram illustrating a database according to the embodiment.

FIG. 13 is a sequence diagram for explaining an operation at the time of sales history information reference processing according to the present invention.

[Explanation of symbols]

 11 mobile phone 12 server system 13 barcode reader 14 database 15 gateway

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Claims (8)

[Claims] 1. A method for collecting and managing sales information using a barcode sheet when a seller delivers a product to a customer, and managing the collected sales information, wherein the customer is uniquely identified. A customer card provided with a second barcode symbol indicating identification information for performing the operation, a first barcode symbol provided on the barcode sheet, and the distributed customer card A third barcode symbol provided on the barcode sheet and a third barcode symbol provided on the barcode sheet by the seller using a barcode reader connected to a portable information terminal; Controlling the portable information terminal based on a signal corresponding to the first barcode symbol, and communicatively connecting the portable information terminal to a server system on the Internet; And transmitting identification information indicated by a signal corresponding to the second barcode symbol to the communication-connected server system based on a signal corresponding to the third barcode symbol. Management method. 2. A customer information collection and management method for collecting sales information when a seller delivers a product to a customer and managing the collected sales information, wherein the first bar code symbol is used for a mobile information terminal. Reading by a barcode reader connected via an external interface and inputting the data as a first signal to the portable information terminal; and communicating the portable information terminal to a server system on the Internet based on the first signal. Connecting, reading a second barcode symbol with the barcode reader, and inputting it as a second signal to the portable information terminal; reading a third barcode symbol with the barcode reader; Inputting a third signal to the mobile phone; and identifying information based on the second signal based on the third signal. Customer information collection management method characterized by having the steps of transmitting to the server system. 3. The method according to claim 2, further comprising the step of: reading a fourth barcode symbol by the barcode reader and inputting the fourth barcode symbol to the portable information terminal as a fourth signal, based on the third signal. 3. The customer information collection and management method according to claim 2, further comprising transmitting sales quantity information based on said fourth signal together with identification information based on said signal to said server system. 4. When the first barcode symbol includes information indicating registration of sales information, register the customer information based on the identification information and the sales quantity information transmitted from the portable information terminal in a database. 4. The method according to claim 3, further comprising the steps of: 5. When the first barcode symbol includes information indicating a reference to the sales information history, transmitting the customer information registered in the database to the communication-connected portable information terminal. 4. The customer information collection and management method according to claim 3, further comprising: 6. The customer information collection and management method according to claim 4, further comprising a step of creating a predetermined report based on said database and outputting said created predetermined report. 7. An information input device for inputting sales information using a barcode sheet when a seller delivers a product to a customer, wherein the information input device has an external interface and is a server system on the Internet. And a barcode reader connected to the portable information terminal via the external interface, wherein the barcode reader is provided with a barcode provided on the barcode sheet. The portable information terminal is configured to read a symbol and to input a signal corresponding to the barcode symbol to the portable information terminal. The portable information terminal transmits the input signal to an operation key provided on itself. An information input characterized by being configured to be able to be treated as a signal equivalent to a signal based on an operation apparatus. 8. A bar code sheet comprising a customer card provided with a bar code symbol to be read by a bar code reader connected to a portable information terminal and an input sheet, wherein the customer card is a bar code reader. A second barcode symbol that is input to the portable information terminal as a second signal when read by the portable information terminal and that is recognized as identification information is provided. When the input sheet is read by the barcode reader, A first bar code symbol that is input to the portable information terminal as a first signal and connects the portable information terminal to a server system on the Internet; and a portable information terminal that is read when read by the bar code reader. Is input as a third signal, and identification information based on the second signal is input to the server. Barcode sheet, characterized in that the third bar code symbols to be transmitted to the system, is provided.