JP2002099599A - Order receiving and sales system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide an order receiving and sales system that solves such a problem that the commodity selling price becomes out of harmony with existing brokers if both an online sales system and an offline sales system are going to be concurrently used. SOLUTION: The order receiving and sales order host system 3 stores data to show commodity data to customers by using a commodity database 6, its controller 7, and a display unit 8, and also stores the data to identify the customer and the sales order data with a help of a customer database 10 and its controller 11. A classification and changing part 12 classified the customer data stored in the customer database on the basis of the order receiving result. The system has a sales price judgment past 14 that calculates automatically and quotes the commodity sales price in accordance with a customer class when a customer orders the commodity. Furthermore, a broker compensation part 15 compensates the brokers who belong to an existing route sales network for the sales that are off from the existing route sales network.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to an order sales system that sells products according to orders, and more particularly to an order sales system that combines online sales and offline sales.

[0002]

2. Description of the Related Art Generally, industrial products manufactured in small lots of various types and parts for repair and maintenance thereof are manufactured or sold in stock according to orders.

As shown in FIG. 13, a method of selling this kind of ordered goods is a direct selling method of directly ordering and selling goods between a manufacturer of the goods and an end customer, and a single broker. Alternatively, there is a route sales method in which orders and sales are performed through a route sales network of a plurality of intermediaries (such as a general agency, a general agency, and a service agency).

[0004] As a communication method of the transaction information in the above-mentioned order-receiving sales, as shown in FIG. 14, an on-line system in which an end user or an intermediary places an order by communication with a product presentation using a communication network such as the Internet is used. An off-line method is adopted in which an end user or an intermediary places an order for a product catalog or displayed product by mail, telephone, facsimile, or the like.

[0005] In the delivery of goods, ordered goods are shipped from a factory of a manufacturer or a goods warehouse of an intermediary company to other intermediaries or end users via a carrier.

[0006]

In the online order sales system, the selling price is generally a fixed value (such as a fixed price or a manufacturer's desired price) given to a product. In addition, as a unique method, there are a case where a decision is made based on a competition between a plurality of purchase applicants and a case where a discount is made based on the total amount or the order amount at the time of ordering. These are all commercial transactions that treat purchasers equally without classifying them.

On the other hand, in the off-line order sales system, the selling price is determined individually between the seller and the purchaser, and generally, the selling price to the final customer is reduced in the route sales network. The selling price at each broker is reduced.

[0008] Here, as an order sales method for goods, when an online order sales method that is efficient in terms of production, sales and distribution of goods is used together with a conventional offline order sales method, sales in both sales methods are used. There is a problem that the price cannot be harmonized.

[0009] For example, if online sales and offline sales are performed at the same price, route sales by an intermediary cannot be established. In addition, if the online selling price is set higher than the offline selling price, the efficient online selling effect cannot be enhanced.

[0010] It is an object of the present invention to provide an order-receiving sales system capable of automatically presenting a harmonized price among customers while using both online sales and offline sales.

[0011]

According to the present invention, in order to solve the above-mentioned problems, a seller of a product is required to obtain a sales price harmonized with other customers based on past purchase results and the like. Classification is performed so that when an order is placed online or offline, the sales price can be automatically determined and presented based on the class of the customer. In order to compensate for the broker who belonged to the sales network,
The feature is as follows.

A merchandise database that stores information for presenting merchandise to the customer with the end user or an intermediary of the route sales network as a customer, a customer database that stores information specifying the customer and sales history information of the customer. An order-sales system comprising information processing means for performing a combination of offline order sales and online order sales to a customer based on the information in the database, wherein the customer data stored in the customer database is Means for classifying based on the sales history information, and automatic calculation of the selling price of the product corresponding to the class of the customer obtained from the customer database when the customer requests the quote of the product and the amount presentation. And means for presenting.

Further, the information processing means periodically sets and changes the class of the customer by comparing the magnitude of the integrated value of the amount of the order received from each customer with the preset order amount range. I do.

Further, the information processing means checks whether or not the orderer of the product is a customer who belongs to the existing route sales network, and if so, the actual points of the intermediary related to the route sales network. And for a new customer who does not belong to the route sales network, the result is reflected as a performance point of an intermediary company in the same region as the new customer.

Further, the information processing means, when a plurality of intermediaries exist in the same area, divides the intermediaries into groups by area and classifies the intermediaries to be reflected as the performance points in the group. Is set to forward.

[0016]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS (First Embodiment) FIG. 1 is a system configuration diagram showing an embodiment of the present invention. In the present embodiment, the case where the seller of the product is the manufacturer of the product will be described. However, the same system configuration is used when the broker is the seller.

The merchandise seller uses both online sales and offline sales between the end-user 1 and at least one intermediary (such as a general agency, a general agency, or a service agency) 2. Of the order sales system main body 3. The system main body 3 is configured as a computer system and includes a database and a software configuration processing unit described below, and the function of each unit will be described below.

The communication device 4 transmits (presents) merchandise information and receives order information with the end user 1 or the intermediary 2 via a communication network such as the Internet on-line. For the establishment of a homepage and a means for transmitting and receiving multimedia information.

The input / output device 5 sends a product catalog, accepts an order slip, estimates, requests a price presentation, and the like to and from the final customer 1 or the intermediary 2 via a telephone, a facsimile, or the like via an off-line. For example, input / output of information for specifying a customer, such as a customer name, and output of a product catalog / order slip are performed by a computerized system using a man-machine device.

The merchandise database 6 stores electronic information of the merchandise to be sold and its replacement / maintenance parts. This information is used as product information such as specifications, configuration drawings, accessory parts lists, delivery dates, manufacturer information, prices, etc. of each product,
Information management such as addition of new products and change of specifications is performed by the product information management unit 7. It should be noted that the price is calculated for the same product for each class set or changed for each customer described later. The product information stored in the product database 6 is printed by the product presentation unit 8 for image processing for online sales or for offline sales, and is presented to the customer.

The customer database 10 stores information on the end customer 1 and the intermediary 2 who have made a transaction up to the present and data related to the information processing. This information includes information for identifying customers, such as IDs and passwords,
The information includes transaction relationship information between customers in the route sales network, order history of each customer for each year, and sales history information such as order receipts.
The management of such information is stored and stored by the customer information management unit 11 based on information input offline or online.
Addition / change processing is performed.

Here, in this embodiment, in order to be able to automatically present a harmonized price among customers while simultaneously using online sales and offline sales,
It has the following information processing functions.

(A) Classification and change of customers In online and offline order sales, in order to obtain harmony with the sales price presented to the customer and other customers, the class (hierarchy) of the customer who will be the final customer or intermediary ) Divide. This hierarchy is usually composed of a supervising agency, an agency, a service agency, and an end customer, and in some cases, an intermediate route may be omitted.

In the route sales, a price corresponding to each of the above-mentioned tiers is set for one product, that is, a price is individually set from the supervising agent to the end customer. In order to do so, classify them.

The customer database 10 stores the actual amount of orders received for a given period, such as by year, as existing sales history information for existing customers, and the classification / change unit 12 classifies the orders based on the received orders. I do. In addition, the class is changed when the cumulative value of the actual orders received for a certain period of time exceeds the reference value of the class for a certain number of consecutive times, the class is raised to a higher level, and conversely, the cumulative value exceeds the reference value of the class. If the number falls below a certain number of times in a row, the class is lowered to a lower level, and harmony between the customers is achieved based on the order record.

FIGS. 2 to 4 show the processing procedure for classifying and changing. The classifying / changing unit 12 periodically updates the current class of the customer and the integrated order amount V from the customer database 10.
t is read (S11), and the class is changed for each of the current classes A to D based on the accumulated amount and the number of consecutive times. FIG. 2 shows only the class A changing process, FIG. 3 shows the class B and C changing processes, and FIG. 4 shows the class D changing process.

In FIG. 2, the change processing of the class A checks whether or not the integrated order amount Vt is larger than the reference value Vsb of the class B (S12). If it is smaller than Vsb, it is stored in the database 10. The number of consecutive times up to the present is set to 0 (S13). When the integrated order amount Vt is larger than Vsb, the number of consecutive times up to the present is the set number of consecutive times Nb.
It is checked whether or not the number has reached (S14). If the number of consecutive times has not reached Nb times, the number of consecutive times up to the present is incremented by one (S14).
15). If Nb times, the class of the customer in the database is updated from A to B (S16). As described above, the change from class A to class B raises the class to class B when the integrated order amount in a certain period continuously exceeds the reference value of class B by Nb times.

Next, in the process of changing the current class to class B or class C, as shown in FIG.
In addition to changing the class to a higher level, this also includes processing to change to a lower level. A magnitude check is performed with respect to the integrated order amount Vt using the reference value Vsb of the class B and the reference value Vsc of the class C as boundaries (S21), and if Vt <Vsb, Nb
It is checked whether or not the class has been successively performed (S22). Nb
If the number of consecutive times is not consecutive, the number of consecutive times in the database for Vsb is updated (S24), and at the same time, the number of consecutive times for Vsc is reset (S25).

Similarly, if Vt ≧ Vsc, it is checked whether or not Nc times have continued (S26), and if so, the current class B is updated to c (S27). If the number of consecutive times is not Nc times, the number of consecutive times in the database relating to Vsc is updated (S28), and at the same time, the number of consecutive times relating to Vsb is reset (S29).

When Vsb ≦ Vt <Vsc, Vs
The number of consecutive times for b and Vsc is reset, and the current class is maintained regardless of the number of consecutive times (S30).

In the class D changing process shown in FIG. 4, it is checked whether or not the integrated order amount Vt is larger than the reference value Vsd of the class D (S31). Set the number of consecutive times to 0 (S3
2). If the integrated order amount Vt is smaller than Vsc, it is checked whether or not the number of consecutive times up to the present has reached the set number of consecutive times Nc (S33). Update (S3
4). If Nc times, the class is updated from D to C (S35). As described above, the change from class D to C lowers the class to C when the integrated order amount in a certain period continuously exceeds the reference value of class D by Nb times.

The setting / updating process shown in FIGS. 2 to 4 is periodically performed for all customers. Then, the class is changed when the number of classes continuously exceeds the current class, for example, three times, or when the number of classes continuously decreases.

For a new customer, since the actual order received is 0, it may be initially set as a special class or class A, or may be set as another class B to D in consideration of the expected order value. it can.

(B) Class Identification of Customer and Judgment of Sales Price Class identification of the customer is performed by the customer identification unit 13.
When a customer inquires about an order sales product, the class of the customer is identified.

As described above, the customer database 10 stores information for specifying the customer, such as the ID, and the classification information provided by the classification / change unit 12 based on the information. In response to a product inquiry from a customer, the customer identification unit 13 searches the customer database 10 based on information that identifies the customer, such as its ID, and acquires the class information.

In the case of an online inquiry, the customer is confirmed using an ID and a password passed through the communication device 4. In the case of an offline inquiry, the customer is confirmed based on the customer name, ID, and the like through the input / output device 5.

Next, the selling price is presented by the selling price judging section 14, and based on the class of the customer identified by the customer identifying section 13, the selling price of the article is calculated or set in advance when presenting the article. The determined price is determined as the selling price. The calculation or setting of the selling price is, for example, a different multiplier for each class with respect to the list price of the product or the selling price.

The price presentation in the case of online is displayed on a screen or the like transmitted to the customer through the communication device 4, and the like.
In the case of off-line, a response is made to the customer by mail or telephone as printed matter through the input / output device 5.

FIG. 5 shows an example of a procedure for classifying a customer and presenting a selling price when making an online inquiry.
When the ID number and the password are received from the customer, the prices A to D for each class are determined from the information and the prices are displayed on the screen.

When a product is composed of a plurality of parts,
FIG. 6 shows an example of price data for each component, and the price is different depending on the class even for the same component.

The order sales processing based on the sales price presentation classified into classes according to the above system configuration is, for example, a processing procedure shown in FIG. 7 for online sales.

In online sales, in order to identify a customer who has accessed, an input of an ID number and a password is required at the time of login, and these are temporarily stored (S
1). In the case of a new customer, a common ID number is disclosed on the screen, and when the user logs in using the ID number, it is treated as the lowest class.

There are two ways to specify the product: (a) a method of directly inputting the part number (direct input method), and (b) a method of sequentially selecting and specifying the parts number from the assembly drawings (sequential selection method). I do. The former has the effect of shortening the operation time, and the latter has the effect of being able to definitely identify even those with little knowledge. The following description is for a case of specifying a product by the above-described sequential selection method.

The model information of the product for sale read from the product database 6 is displayed, and a customer's selection input is waited for from among the items (S2). The configuration of the model read from the product database 6 when this selection is made A diagram is displayed and a customer's selection input is waited for from among the constituent devices (S3).
When this selection is made, the assembly drawing of the component device read out from the product database 6 is displayed, and a customer's selection input from among the parts is waited (S4).

These processes are performed by the product presentation unit 8,
For example, FIG. 8 shows model information of an A-type single-speed hoist as a product, and FIG. 9 shows an exploded configuration diagram of a hoist motor selected on this screen, together with a part number.

Next, when at least one of a model, a component device, and a part to be ordered by the customer is selected, the price of the selected part is displayed (S5). In this price display, as described above, the customer identification unit 13 and the sales price determination unit 1
4, the product database 6 and the customer database 1
By referring to 0, customer identification and price determination corresponding to the customer identification are performed (S5-B).

Next, when the customer places an order for the product, an input screen for purchaser information is displayed (S6). When the order from the customer is confirmed on this screen (S7), the order for the product is received. The e-mail is transmitted to the customer, the merchandise warehouse, the sales department, and the like (S8). At the same time, the customer information management unit 11 updates the customer database 10 with respect to the customer's purchase results and the like (S8).

As described above, according to the present embodiment, it is possible to automatically calculate and present an appropriate price according to a class to be set from a customer's purchase results while using online sales and offline sales in combination. Order sales can be made while harmonizing sales prices between the end user and each intermediary.

It should be noted that the classification is not limited to the actual order received from the customer, but may include, for example, the number of years of the order received up to the present and the technical alliance as factors for class calculation. Further, the positional relationship between the customer and the broker in the route sales network can be included as an element of the class calculation.

(Second Embodiment) In the first embodiment, in the case where online and offline sales are used together, the sales prices harmonized among the customers can be automatically presented by classifying the customers. It is to be. In this order-to-sale system, for example, when a seller sells directly to an end-user, if the sales do not pass through some intermediaries, the other intermediaries that have formed the route sales network up to that point will not hold. There is fear.

Therefore, in the present embodiment, when selling through a sales channel different from the existing route sales network, it is possible to compensate for an intermediary company who is out of the sales channel at this time.

This compensation is performed by confirming whether or not the orderer of the product is a customer who belongs to the existing route sales network. Is reflected in the intermediary related to the above in the actual orders received. In addition, for a new customer who does not belong to the route sales network, the intermediary in the same area as the area in which the new customer exists is not found and compensated as an intermediary.

The above compensation processing is performed in the customer database 10
Are grouped by region and implemented by the processing function of the intermediary compensator 15 shown in FIG. 1. Compensation processing is performed based on the following rules.

(Rule 1) Route information composed of a deemed intermediary agent is named as a route symbol, and the customer database 10 stores the route symbol in addition to its ID number and the like in combination. FIG. 10 shows an example of the data structure of the customer database. In addition to an ID number, a password, a customer name, a class, and an order record, items of an agency number and primary to tertiary agents are provided.

(Rule 2) The route symbol assigns an agency number to each agency stage. The agency number is automatically determined by extracting a part of the ID number according to a certain rule.

(Rule 3) In a certain customer, a seller is regarded as an agency in an area where an agency does not exist.

(Rule 4) Each brokerage store is assigned a unique symbol, and the same symbol is used at any brokerage stage. As a result, it is possible to make a clear judgment even when a certain broker enters a different stage depending on the final customer, and the subsequent paperwork can be easily automated.

(Rule 5) An intermediary store has both an ID number as a customer and an intermediary store number as an intermediary store.

(Rule 6) The route symbol is fixed in accordance with the customer, and points are added to the agency described in the route symbol corresponding to the customer when receiving an order. However,
If there is a special reason, the route symbol can be rewritten at the order receiving stage only for that transaction.

(Rule 7) Points are calculated for each ordered product and accumulated for each agency. Based on this integrated value, evaluation and compensation are performed at fixed intervals, for example, every year. For example, the point calculation formula is as follows:
Calculated as order amount x profit coefficient x coefficient determined for each intermediary stage.

(Rule 8) Since there is no intermediary store, if the seller is regarded as an intermediary store, the accumulated points should originally be passed to the intermediary store, but are added as an effect of route simplification. It will be evaluated as a rationalized value, and will be promoted continuously by securing it as the next sales promotion cost.

(Rule 9) Allocation of brokers to new customers acquired through online sales is performed by the following method.

(A) In the case where the ordered product is a spare part, the agency at the time of delivery of the product is treated as the agency even with the spare part.

(B) In the case where there is no agency at the time of product delivery, or in the case of a product order, one agency in the same area is designated in order. For this reason, an agency file is provided in the customer database, a nomination right flag is set for each region, and the nomination right is sent in order.

FIG. 11 shows an example of setting an intermediary shop having an area of activity when the area is specified, and the intermediary shop stores hierarchical data for each area. In the example shown in the figure, five brokerage routes can be set for a new customer. However, in order to eliminate a bias toward a specific route, when a route is set for a certain customer, the route is flagged. ,
The next customer route is selected from the routes for which the flag is not set. When all routes have been selected and the flag has been set for all routes, the flags are canceled from all routes, and the same is performed next time. FIG. 12 shows an example of this flag setting.

For the determination of the agency with respect to the area, for example, the telephone number of the customer and the agency and the numerical value of the upper digit of the postal code can be used.

(Rule 10) In order number management in which a number is automatically added to each ordered item in order to identify the ordered item and confirm it by both the orderer and the seller, an e-mail transmission instruction Every customer is provided with a counter that increments the count by one each time, and the counter value and the ID number are combined to form an order number.

Thus, compared to the case where a counter is provided for each customer, the number of counters is very small, and the combination with the ID number prevents duplication when transmission is instructed simultaneously with different log-in users.

As described above, in the present embodiment, the agency information for each customer is recorded on the customer database, the points of the agency are accumulated for each ordered product, and each agency is compensated based on the result, and the route sales are performed. Harmonize between brokers in the network.

[0070]

As described above, according to the present invention, customers are classified into classes based on their order records and the like, and when an order is received online or offline, the sales price is determined based on the class of the customer. Can be automatically determined and presented, so that the sales price harmonized among customers can be automatically presented in combination of online sales and offline sales.

In addition, since an intermediary company belonging to the route sales network is compensated for an order sales deviating from the existing route sales network, the order sales harmonized between the intermediaries in the route sales network can be performed.

[Brief description of the drawings]

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

FIG. 2 shows a classification / change processing procedure (part 1) in the embodiment.

FIG. 3 shows a classification / change processing procedure (part 2) in the embodiment.

FIG. 4 shows a classification / change processing procedure (part 3) in the embodiment.

FIG. 5 shows a class identification and selling price presentation processing procedure in the embodiment.

FIG. 6 is an example of part-price data according to the embodiment.

FIG. 7 shows an online sales processing procedure in the embodiment.

FIG. 8 is a screen example of a hoist showing a product presentation example in the embodiment.

FIG. 9 is a screen example of a hoist motor showing a component presentation example in the embodiment.

FIG. 10 is a data configuration example of a customer database in the embodiment.

FIG. 11 is a diagram illustrating an example of setting a route for an agency in the embodiment.

FIG. 12 is an example of a route flag in the embodiment.

FIG. 13 shows a conventional order sales route.

FIG. 14 shows a conventional communication route for order sales information.

[Explanation of symbols]

 3 Order receiving system body 6 Product database 7 Product information management unit 8 Product presentation unit 10 Customer database 11 Customer information management unit 12 Classification / change unit 13 Customer identification unit 14 Sales price determination unit 15 … Intermediary Compensation Department

──────────────────────────────────────────────────続 き Continued on the front page (51) Int.Cl. ⁷ Identification symbol FI Theme coat ゛ (Reference) G06F 17/60 330 G06F 17/60 330 (72) Inventor Kunihiko Kitakaze 2-5-15 Osaki 2-chome, Shinagawa-ku, Tokyo No. Meiden Hoist System Co., Ltd. (72) Inventor Yuka Itai 2-5-15 Osaki, Shinagawa-ku, Tokyo F-term in Meiden Hoist System Co., Ltd. 5B049 BB11 CC00 CC05 CC11 EE05 FF01 GG02

Claims (4)

[Claims] 1. A merchandise database that stores information for presenting merchandise to a customer with an end user or an intermediary of a route sales network as a customer, and a customer that stores information specifying the customer and sales history information of the customer. A sales order sales system comprising: a database; and information processing means for simultaneously processing offline order sales and online order sales to a customer based on the information in the database, wherein the customer data stored in the customer database is stored. Means for classifying based on the sales history information, and automatic sales price of the product corresponding to the class of the customer obtained from the customer database when the customer requests for quote and price presentation of the product. And a means for calculating and presenting the order. 2. The method according to claim 1, wherein the information processing means periodically sets and changes the class of the customer by comparing the integrated value of the amount of the order received from each customer with a predetermined order amount range. The order-receiving sales system according to claim 1. 3. The information processing means checks whether or not the orderer of the product is a customer who belongs to an existing route sales network, and if so, the actual points of the intermediary related to the route sales network. 3. The order-receiving sales system according to claim 1, wherein a new customer who does not belong to the route sales network is reflected as a performance point of an intermediary company in the same region as the new customer. 4. 4. The information processing means, when a plurality of intermediaries exist in the same area, classifies the intermediaries into layers for each area, and sets the intermediary to be reflected as the performance points in the group. 4. The order-receiving sales system according to claim 3, wherein the order is set to forward.