JP2002251446A - Business management system, server, business management method, and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To enable to grasp business contents for an amateur. SOLUTION: Business related data are inputted from a client 10 and totaled in a server 20. The server 20 totals the business related data and makes a diagnosis. The result of total and the result of diagnosis are sent to the client 10 and displayed.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a management system, a server, a management method, and a program for storing management-related data.

[0002]

2. Description of the Related Art A computer system is known which inputs daily sales details of a store from a terminal (or a client), tabulates them with a host computer (or a server), and prepares a document showing a business condition, for example, a profit and loss statement. Have been.

Conventionally, in this type of system, the quality of a business condition is judged by looking at a profit and loss statement printed out.

[0004]

However, when the person who diagnoses the contents of the profit and loss statement differs, the judgment often becomes different. Management diagnosis also requires specialized knowledge, so managers who do not have knowledge of accounting and bookkeeping should consider whether the business condition is good or bad even if they look at the income statement. Difficult to make a diagnosis.

Accordingly, an object of the present invention is to provide a business management system, a server, a business management method, and a program that enable even a person who does not have knowledge of business administration or bookkeeping theory to grasp business contents.

[0006]

In order to achieve the above object, the invention according to claim 1 is provided with an input means arranged at a store and for inputting management-related data. A keyboard of a computer in the second embodiment) a counting means for counting the inputted management-related data;
(In the first embodiment, the server 20; in the second embodiment, a CPU in a computer and a program for performing the processing in FIG. 4) A first output unit that outputs the result of the aggregation by the aggregation unit, A display of the client 10 in the embodiment, a display of the computer in the second embodiment) a diagnostic unit for diagnosing the result of the aggregation;
In the embodiment, the server 20, in the second embodiment, a CPU in a computer and a program for performing the processing of FIG. 4) a second output unit that outputs a result of diagnosis by the diagnosis unit;
(A display of a client in the first embodiment, and a display of a computer in the second embodiment).

According to a second aspect of the present invention, in the business management system according to the first aspect, the business management system has at least one or more clients and at least one or more servers, wherein the client is the input means, Output means and second output means, wherein the at least one
The server described above is characterized by having the counting means and the diagnosis means (the system of the first embodiment in FIG. 1).

According to a third aspect of the present invention, in the business management system according to the first aspect, the diagnosing means includes: comparison data for comparing with management-related data input from the input means; And a storage unit (hard disk 102) for storing the advice information according to the result of (1), wherein the advice information is output from the second output unit.

According to a fourth aspect of the present invention, in the business management system according to the first aspect, the diagnosing means diagnoses whether or not the value of the management-related data is appropriate. Is characterized by notifying the result of the association with the result of the tally output from the first output means. (Notification by Background Color (Red) of Data 101 in FIG. 11) The invention according to claim 5 is used in a business management system arranged in a store and having at least one or more clients and at least one or more servers. A server, comprising: a totaling unit that totalizes management-related data input from the at least one or more clients on a store basis; and a diagnostic unit that diagnoses a result of the totaling. It is characterized by outputting a result of the tallying and a result of the diagnosis by the diagnosis means.

According to a sixth aspect of the present invention, in the server according to the fifth aspect, the diagnosing unit compares the comparison data for comparison with management-related data input from the client and a result of the diagnosis by the diagnosing unit. Storage means for storing the corresponding advice information; and outputting the advice information from the client.

According to a seventh aspect of the present invention, in the server according to the sixth aspect, the diagnostic means diagnoses whether or not the value of the management-related data is appropriate. In addition, it is characterized by notifying the result of the association with the result of the tally output from the client.

According to an eighth aspect of the present invention, in a business management system which is arranged in a store and has at least one client and at least one server, management-related data is input from the client, and the input management-related data is input. The data is totaled by the server for each store, the result of the totalization is output from the client, the result of the totalization is diagnosed by the server, and the result of the diagnosis is output from the client.

According to a ninth aspect of the present invention, in the business management method according to the eighth aspect, the server includes: comparison data for comparing with the business-related data input from the input means;
The client device stores advice information corresponding to a result of the diagnosis by the diagnosis unit, and outputs the advice information from the client.

According to a tenth aspect of the present invention, in the business management method according to the eighth aspect, the server diagnoses whether or not the value of the management-related data is appropriate. Is characterized by notifying the result in association with the result of the tally output from the client.

[0015] The invention according to claim 11 is a program executed by a server arranged in a store and used in a business management system having at least one client and at least one server, wherein the program is input from the client. And a diagnostic step of diagnosing the result of the aggregation. The client outputs the result of the aggregation in the aggregation step and the result of the diagnosis in the diagnosis step. It is characterized by the following.

According to a twelfth aspect of the present invention, in the program according to the eleventh aspect, the server is responsive to comparison data for comparison with management-related data input from the client, and a result of the diagnosis by the diagnosis means. Wherein the client outputs the advice information from the client.

According to a thirteenth aspect of the present invention, in the server according to the eleventh aspect, in the diagnosing step, it is determined whether or not the value of the management-related data is appropriate. In addition, it is characterized by notifying the result of the association with the result of the tally output from the client.

[0018]

Embodiments of the present invention will be described below in detail with reference to the drawings.

(First Embodiment) The system configuration of the first embodiment is shown. In FIG. 1, reference numeral 10 denotes a client installed at each chain store, and inputs management-related data (to be described later) such as daily sales for each item. 20 is a communication network. Reference numeral 30 denotes a server that totalizes and stores management-related data input from the client 10, diagnoses management contents, and outputs a result of the aggregation of management-related data and a result of the management diagnosis to the client 10.

As a communication network for connecting between one or more clients 10 and the server 20, any suitable communication network may be used according to the use of the system. As the communication network, the Internet such as the Internet, a non-public dedicated telephone line, a public telephone public line, a LAN, and the like can be used.

A commercially available general-purpose computer may be used for the client 10 and the server 20, but the hardware configuration will be briefly described with reference to FIG.

In FIG. 2, reference numeral 100 denotes a program stored in a hard disk
The CPU is loaded and executed. 101 is a CPU
This is a system memory that temporarily stores input / output data with respect to 100.

A hard disk 102 stores various data for storage, for example, programs, display data, and the like, which will be described later. Reference numeral 103 denotes a display for displaying information, and displays the display data developed in the video memory 105 under the control of the CPU 100.

An input device 104 has a pointing device such as a keyboard and a mouse.

Reference numeral 105 denotes a video memory for storing a bitmap image to be displayed on a display. A character code for display is converted into a bitmap image and then written to the video memory 105 by the CPU 106.

Reference numeral 106 denotes a connection to the communication network 30,
This is a communication interface for communicating with an external device.

FIG. 3 shows a software configuration mounted on the client 10 and the server 20.

The hard disk of the client 10 has O
An S (operating system) 210, an input and display program 211, and a display data file group 212 according to the present invention are mounted. The OS 210 is a program for controlling the hardware components of FIG. A well-known program can be used for the OS 210, and a detailed description thereof will be omitted.

The input / display program 211 is a program for receiving input of management-related data from the keyboard, transmitting the data to the server 20, receiving management-related data and the result of management diagnosis from the server 20, and displaying the result on the display 103. It is.

It may be created by using a conventionally known programming technique. In this embodiment, a program in which a communication program and a program for displaying a table are integrated is used.

The hard disk of the server 20 has an OS 20
1. A business management / diagnosis program 202, a management database 203, and an advice information file 204 are mounted.

The OS 201 is a program for controlling the hardware components shown in FIG. 2, and a known program can be used. The business management / diagnosis program 202 is a program for totalizing business-related data and performing business diagnosis, and will be described in detail with reference to FIGS. The management database 203 stores a storage area of management-related data (see FIGS. 6 to 10) input from the client 10, a totaling result and a diagnosis result (FIGS.
2). These data are stored in the form of a table, and the table defines the character size, character color, and background color. In addition, the results of tallying by month, period, and year are also accumulated in the management database 203.

The advice information file 204 is a table in which the advice information for each diagnosis item (specific item in the management-related data) and the threshold value used to determine whether the management-related data for each diagnosis item is appropriate or not. It is a file and may be in the form of a database.

The processing contents of the business management system with the business diagnosis function described above will be described with reference to FIGS.

FIG. 4 shows the processing contents of the business management / diagnosis program 202 executed by the CPU of the server 20. The server 20 repeatedly executes the business management / diagnosis program of FIG. 4 and waits for input of business management data from the client 10.

The user of the client 10 starts the input / display program 211 by operating the mouse or the like of the client, and inputs business management data. Client 1
0 uses the display data file group 212 and
10 is displayed, and the input of the management-related data into the blank space from the keyboard is accepted. The received management-related data is transmitted to the client 10 by the user's transmission instruction.
Is sent to the server 20. Each item of the management-related data shown in FIGS. 6 to 10 is an example, and it is not necessary to limit the items, and it may be determined appropriately according to the type of business.

FIG. 6 shows the contents of the transaction survey form input screen, which is used when a new business partner is generated or when the business partner data is changed.

FIG. 7 shows the contents of the business daily report input screen. From the sales input screen, data such as sales of goods or services is input. FIG. 8 shows the contents of the invoice report input screen. From the invoice input screen, expenses and the like caused by the purchase of merchandise, that is, invoice-related data are input.

FIG. 9 shows the contents of the inventory table input screen, from which data relating to the stocked items is input. FIG. 10 shows the contents of the work time report input screen.
From the working time report input screen, data such as worker names and working hours are input.

When the management-related data is input from the input screen on the client 10 and transmitted to the server 20, the server 20 receives the transmission data via the communication interface 106 under the control of the CPU 100, and
The information is stored in the management database 203 corresponding to the store (step S10 → S20 in FIG. 4).

The above processing is repeated every time management-related data is sent from the clients 10 of a plurality of stores.

After the daily management-related data is accumulated in the server 20 in this way, the correction timing, for example,
When the end of the month is detected by the calendar function of the server 20 (step S20 in FIG. 4), the CP of the server 20
U totals the management-related data accumulated for each item shown in FIGS. 11 and 12 (step S21 in FIG. 4). At this time, the threshold value (appropriate value, reference numeral 100 in FIG. 11) used for determining whether the result of the tally is appropriate in the diagnostic processing described later is also written in the storage area of the management database together with the result of the tally.

With respect to a predetermined item among the total items, management diagnosis is performed on the value of the item (step S22 in FIG. 4). Details of the management diagnosis processing will be described later with reference to FIG.

The result of the aggregation and the result of the diagnosis are stored in the server 2
0 is sent to the client 10 and displayed on the display of the client 10. In this embodiment, a display screen as shown in FIGS. 11 and 12 is output. As a result of the diagnosis, the item 101 to which the advice information (the column of the overall rating in FIG. 11) is added and the item column requiring attention are notified with a red background. In FIG. 11, hatching indicates that the color of the background is different from that of the other item columns because red is not possible. In addition, since the item fields such as the subtotal are also important for the manager, for example, the background is displayed in yellow so that the items can be easily identified. The background of the other item columns is white. The background color is stored in the management database 203.
By default, when the storage area of the summary result and diagnosis result entry fields is set, the background of the subtotal entry field is yellow,
The background of all other entry fields is set to white. In addition, the background color of the item detected by the management diagnosis process described later is changed to red at that time.

In order to display the screens shown in FIGS. 11 and 12 on the client, table data on the management database 203 including character size and background color data may be sent from the server 20 to the client 10.

The management diagnosis process of the server 20 will be described with reference to FIG. The results of the tallying by the tallying process (step S21) of FIG.
Is stored in the form of At this point, the column of the total rating in FIG. 11 is blank.

Since the items requiring diagnosis among the items in FIG. 11 are predetermined, the CPU of the server 20 sets the first diagnosis item and reads out the total value of the item from the management database 203 onto the system memory. (Step S100 in FIG. 5). Next, the CPU reads from the advice information file 204 a threshold, that is, a threshold for determining whether the value of the result of the aggregation is within the allowable range, and compares the threshold with the aggregated value. If the total value is within the allowable range indicated by the threshold (NO in step S120), it is determined that no advice is necessary, and the next diagnosis item is diagnosed.

On the other hand, when the total value is out of the allowable range (YES in step 120), the advice information is retrieved with reference to the advice information file for the corresponding item, and the corresponding item is added to the corresponding line in the total evaluation column on the management database. Write advice information. In addition, the background color of the diagnosis target item is set to red (step S130 in FIG. 5 →
S140).

When the above-described processing is performed for all diagnosis items, advice information on items requiring attention is described in the total evaluation column on the management database as shown in FIG.

The above is the aggregation of the management-related data at the end of the month. In the aggregation processing for each period or year, the result of the aggregation and the diagnosis processing are performed.

In the present embodiment, when an inappropriate totaling result occurs, the user of the client 10 can know the fact by red notification. In addition, the degree of appropriateness can be known by comparing with the display of the appropriate value. In addition, since the advice information is also displayed, the management content can be improved.

(Second Embodiment) The first embodiment is an example in which management-related data is input from clients 10 installed in a plurality of stores, and management-related data is totaled by a server 20. In the second embodiment, a single computer, a so-called stand-alone computer, has the functions of a client and a server. In this case, FIG.
Management diagnosis program 202, management database 203
By mounting the advice information 204 in the client 10, even one client can manage and diagnose the input management-related data.

The following embodiment can be carried out in addition to the above embodiment. 1) In the above-described embodiment, as shown in FIG. 11, the total evaluation column in which the advice information is described and the result of the aggregation of the management-related data are displayed in association with each other, but may be displayed on another screen. it can. In this case, when an item displayed in the warning display (red) is clicked with the mouse, the program may be configured to display the advice information and the appropriate value of the item. 2) In the above-described embodiment, whether the management is good or bad is diagnosed by comparing the threshold value and the aggregate value with each other. For example, it may be determined whether or not the average rate of increase or decrease of the value is within an allowable range to determine whether the management-related data is appropriate.
Further, by providing appropriate or inappropriate stages and providing a threshold for each stage, the content of the diagnosis can be further refined. 3) In the above embodiment, the results of the aggregation of the business management data are displayed on the client in the form of a table, but may be displayed in the form of a graph. In this case, data to be displayed in the form of a graph is provided from the server. 4) In the above embodiment, the present invention is realized by a client server system. However, the present invention can be realized by a terminal host system. In this case, the terminal may have the same function as the client and the host computer may have the same functions as the server, and the terminal may be regarded as the client and the host computer may be regarded as the server. When a dumb terminal is used, display data is provided from the host computer. 5) In the above-described embodiment, the display data for the input screen on the client 10 is prepared in the client 10 in advance. However, the display data may be displayed using an HTML document for the input screen. This HTML document is provided from the server 20 to the client 10, and the HTML
View the document. 6) At least one each of the client 10 and the server 20 may be provided, and in the case of a plurality of servers, for example, accumulation and diagnosis of input data from the client 10 are separately processed by separate servers. 7) In the above-described embodiment, the appropriateness of the tally value is notified by making the background color different. However, the notification may be performed by other methods such as voice and blinking of the display. 8) In the above-described embodiment, the result of the aggregation and the result of the diagnosis are output from the display of the client, but may be printed out from a printer connected to the client. 9) In the first embodiment described above, one client is installed in one store. However, a plurality of clients may be installed in one store and different management-related data may be input. The result of the aggregation may be displayed by all of the plurality of clients, or only the related data may be displayed. 10) In the above embodiment, the tallying and the business diagnosis are performed on a store basis, but the tallying and the business diagnosis may be further performed on a regional basis. 11) In the above-described default, a chain store is assumed, so that diagnosis is performed using a common diagnostic criterion (threshold) for each store, but the diagnostic criterion may be different for each store.

Various modifications are possible without being limited to the above-described embodiment. Therefore, the modifications fall within the technical scope of the present invention as long as the modifications are in accordance with the technical idea described in the claims.

[0055]

As described above, claims 1 and 2,
According to the inventions of the fifth, eighth, and eleventh aspects, in a stand-alone management system or a client-server management system, abnormal management-related data can be automatically detected, and a user can be informed of the result of diagnosis. Thus, the user can easily grasp the state of management without knowledge such as accounting.

According to the third, sixth, ninth and twelfth aspects of the present invention, it is possible to judge the suitability of the total related data by comparing the value of the management related data with the comparison data such as the threshold value. Advice information can be provided to the user.

According to the fourth, seventh, tenth, and thirteenth aspects of the present invention, it is reported that the management-related data is not appropriate in association with the result of the aggregation, so that the inappropriate management-related data can be easily found from all the data. Can be.

[Brief description of the drawings]

FIG. 1 is a configuration diagram illustrating a system configuration of an embodiment of the present invention stand 1;

FIG. 2 is a block diagram showing a configuration of a server and a client.

FIG. 3 is a block diagram showing a configuration of software of a server and a client.

FIG. 4 is a flowchart showing processing contents of a server.

FIG. 5 is a flowchart showing details of a diagnosis process of FIG. 4;

FIG. 6 is an explanatory diagram showing an example of an input screen of a client.

FIG. 7 is an explanatory diagram showing an example of an input screen of a client.

FIG. 8 is an explanatory diagram showing an example of an input screen of a client.

FIG. 9 is an explanatory diagram showing an example of an input screen of a client.

FIG. 10 is an explanatory diagram showing an example of an input screen of a client.

FIG. 11 is an explanatory diagram illustrating an example of an output screen of a client.

FIG. 12 is an explanatory diagram illustrating an example of an output screen of a client.

[Explanation of symbols]

 10 client 20 server 30 communication network

Claims (13)

[Claims] 1. An input device installed in a store for inputting management-related data, a counting device for counting the input management-related data for each store, and a first device for outputting a result of counting by the counting device. A management system comprising: output means; diagnostic means for diagnosing a result of the aggregation; and second output means for outputting a result of the diagnosis by the diagnostic means. 2. The business management system according to claim 1, wherein said business management system has at least one or more clients and at least one or more servers, wherein said at least one or more clients are respectively said input means, Output means and second output means,
A business management system, wherein the at least one server has the counting means and the diagnosis means. 3. The management system according to claim 1, wherein the diagnosis unit is responsive to comparison data for comparison with management-related data input from the input unit and a result of the diagnosis by the diagnosis unit. A management system, comprising: storage means for storing advice information; and outputting the advice information from the second output means. 4. The management system according to claim 1, wherein the diagnosis unit diagnoses whether or not the value of the management-related data is appropriate. A business management system for notifying the result of the association with the result of the tally output from the first output means. 5. A server which is arranged in a store and is used in a business management system having at least one or more clients and at least one or more servers, wherein management-related data input from the at least one or more clients is stored. It has a totaling means for totaling in store units, and a diagnosing means for diagnosing the result of the totaling, wherein the client outputs the totaling result of the totaling means and the diagnosis result of the diagnosing means. server. 6. The server according to claim 5, wherein the diagnosis unit includes: comparison data for comparing with management-related data input from the client; and advice information corresponding to a result of the diagnosis by the diagnosis unit. And a storage unit for storing the advice information from the client. 7. The server according to claim 6, wherein the diagnosis means diagnoses whether the value of the management-related data is appropriate or not, and outputs a result from the client when the result of the diagnosis is obtained. A server for notifying the result of the association with the result of the tallying performed. 8. A management system arranged at a store and having at least one client and at least one server, wherein management-related data is input from the at least one client, and the input management-related data is input. Is collected by the server for each store, the result of the calculation is output from the client, the result of the calculation is diagnosed by the server, and the result of the diagnosis is output from the client. . 9. The management method according to claim 8, wherein the server compares the management data with the management-related data input from the input unit and advice information corresponding to a result of the diagnosis by the diagnosis unit. And remember,
A business management method, wherein the client outputs the advice information. 10. The management method according to claim 8, wherein the server diagnoses whether or not the value of the management-related data is appropriate. A business management method characterized by notifying whether or not the result is associated with the output totaling result. 11. A program executed on a server arranged in a store and used in a business management system having at least one client and at least one server, wherein the business-related data input from the client is stored in a store. A counting step of counting by store; and a diagnosis step of diagnosing the result of the counting, wherein the client outputs the result of the counting in the counting step and the result of the diagnosis in the diagnosis step. program. 12. The program according to claim 11, wherein the server stores comparison data for comparison with management-related data input from the client, and advice information according to a result of the diagnosis by the diagnosis unit. A program which stores the advice information and outputs the advice information from the client. 13. The server according to claim 11, wherein
In the diagnosing step, it is determined whether or not the value of the management-related data is appropriate.If the result of the diagnosis is obtained, it is notified that the value is associated with the result of the aggregation output from the client. Features program.