JP2003076834A - Customer file generation device - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a customer file generation device that can efficiently create and modify a map for showing the seat of a customer and can aggregate customer file data to store it. SOLUTION: In business offices A, B of respective areas, terminal personal computers 2, 3 for inputting customer information data and map information data respectively are installed, and, in an information management center 4, a host computer 5, that is connected to the terminal personal computers 2, 3 through an electric communication means 6, is installed. Thereby, the customer information data and the map information data are inputted at the terminal personal computers 2, 3 in the business offices A, B to create the customer file data, which are transmitted to the information management center 4 and are stored in the host computer 5.

Description

Detailed Description of the Invention

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a customer ledger preparation apparatus for producing and storing customer ledger data composed of customer information data relating to a plurality of customers and map information data relating to an address map of the customers.

[0002]

2. Description of the Related Art Conventionally, in a maintenance company that performs maintenance of buildings and the like, customer information such as a management number, a property name, and a location of a property to be protected by a customer who has a maintenance contract is printed on a paper and the paper is printed. The customer ledger was created by handwriting a map that guides the customer's location in the blank space of.

[0003]

By the way, in the above-mentioned conventional technique, it is necessary to print the customer information on the paper, and moreover, the map for guiding the customer's location is handwritten on the paper. Since it has to be done, there is a problem that a large amount of paper is consumed and that it takes a long time to create a map.

Further, in recent years, it has been increasingly demanded to respond to requests from customers for maintenance, etc. in a short time. Therefore, at one customer's location in charge of one customer, a maintenance staff member belonging to another customer's office is in charge. When the location is the closest, the maintenance staff performs the maintenance. Therefore, each sales office must have a customer account with a map of customers other than their own, that is, the customers in charge of other sales offices. Therefore, there has been a problem that the storage place of the customer ledger in each business office is increased, and the time spent to sort out the increased customer ledger becomes long.

In addition, when the customer's location changes, a map for guiding the customer's location must be newly created by hand, and the newly created map and the old map must be created at each sales office and information management. There is also a problem in that it is troublesome because it is necessary to replace each at the center.

[0006] The present invention has been made in view of the actual situation in the conventional technology as described above, and an object thereof is to efficiently create and change a map for guiding the location of a customer and to store customer ledger data. An object is to provide a customer ledger creation device that can be aggregated and stored.

[0007]

In order to achieve the above object, the present invention comprises customer information data regarding a plurality of customers in charge of sales offices in each region, and map information data regarding a map for guiding the location of the customers. In a customer ledger creating apparatus for creating and storing customer ledger data, each is installed in the sales office, is installed in a terminal personal computer for inputting the customer information data and map information data, and is installed in an information management center for managing information, A host computer that stores customer information data and map information data is provided, and the customer ledger data is created by pasting the customer information data and the map information data on the terminal personal computer, and the created customer ledger. Configuration for transmitting data from the terminal personal computer and storing it in the host computer Are you.

According to the present invention thus constructed, the customer information data and the map information data are input by the terminal personal computers provided at the respective sales offices, and the customer information data and the map information data are pasted on the terminal personal computer. The customer ledger data is created according to the above, and is transmitted from the terminal personal computer to the host computer provided in the management center, and the customer ledger data is stored in this host computer. As a result, it is possible to efficiently create a map that guides the customer's location and collect and store the customer ledger data. In addition, when information such as the customer's location is changed, the customer ledger data already stored in the host computer is displayed on the terminal PC of each sales office, and the contents of the map information data are corrected on the terminal PC. This correction can be easily performed by inputting.

[0009]

BEST MODE FOR CARRYING OUT THE INVENTION An embodiment of a customer ledger creating apparatus of the present invention will be described below with reference to the drawings.

FIG. 1 is a block diagram of a customer ledger preparation apparatus according to one embodiment of the present invention, FIG. 2 is a diagram showing customer ledger data displayed on a terminal personal computer provided in this embodiment, and FIG. 3 is this embodiment. FIG. 4 is a diagram showing map information data displayed on a terminal personal computer provided in FIG. 4, FIG. 4 is a diagram showing customer information data displayed on a terminal personal computer provided in this embodiment,
FIG. 5 is a flowchart showing a processing procedure when creating customer ledger data according to this embodiment.

The customer ledger creating apparatus 1 of the present embodiment shown in FIG. 1 is installed in terminal personal computers 2 and 3 respectively installed in sales offices A and B in various places and an information management center 4 provided in a branch office (not shown). The host computer 5 and the electric transmission means 6 for transmitting various kinds of information between the host computer 5 and the terminal personal computers 2 and 3 are provided.

Host computer 5 of information management center 4
2 stores the customer ledger data 9 shown in FIG. 2 in an integrated manner, and the customer ledger data 9 is stored in the sales offices A and B in various places.
Comprises customer information data 7 relating to a plurality of customers in charge of, and map information data 8 relating to maps for guiding the locations of these customers. The customer information data 7 is, for example, as shown in FIG. 4, a customer number (customer registration number),
Includes, but is not limited to, the customer's building name, location, contact and phone number.

The terminal personal computer 2 of the sales office A is equipped with software capable of appropriately drawing a map on the display screen 2A shown in FIG. 3, and the maintenance staff of the sales office A can freely display a map for guiding the customer's location. It can be created. By combining the map information data 8 thus created on the terminal personal computer 2 and the customer information data 7 on the terminal personal computer 2, the customer ledger data 9 shown in FIG. 9 is transmitted from the terminal personal computer 2 to the information management center 4 via the electric transmission means 6 and stored in the host computer 5. The same applies to the terminal personal computers 3 of other business offices B. The terminal personal computers 3 are provided with software that can draw a map on the display screen 3A shown in FIG. 3, and from the map information data 8 created by the terminal personal computers 3 and the host computer 5. The customer ledger data 9 is created by pasting the captured customer information data 7 on the terminal personal computer 3.

Further, the customer ledger data 9 already stored in the host computer 5 is transmitted to the terminal personal computers 2 and 3 through the electric transmission means 6 at the request of the terminal personal computers 2 and 3, and is shown in FIG. As shown, the customer ledger data 9 is displayed on the display screens 2A and 3A of these terminal personal computers 2 and 3.
Can be displayed.

In the customer ledger creating apparatus 1 of this embodiment, the customer ledger data 9 is created and managed according to the processing procedure shown in FIG. That is, first, in step S1, the customer ledger creating apparatus 1 is started by clicking an operation button (not shown) displayed on the terminal personal computer 2, and in step S2, the customer information data 7 already stored in the host computer 5 is displayed. As shown in FIG. 4, the information is displayed on the terminal personal computer 2, and the operator of the terminal personal computer 2 confirms the content of the customer information. At this time, if there is an item to be added to the conventional customer information data 7, the terminal personal computer 2 performs an addition operation, or if there is an error in the conventional customer information data 7, the correction operation is performed.

Next, in step S3, the screen shown in FIG. 4 is switched to the display screen 2A shown in FIG.
A map for guiding the location of the customer is created on A, and the map information data 8 thus created and the customer information data 7 fetched from the host computer 5 are created.
The customer ledger data 9 shown in FIG. 2 is created by pasting together and on the terminal personal computer 2, and the customer ledger data 9 is transmitted to the information management center 4 in step S4, and the transmitted customer is transmitted in step S5. The ledger data 9 is stored in the host computer 5.

Finally, in step S6, the customer ledger data 9 stored in the host computer 5 is restored again to the terminal personal computer 2.
The information is transmitted to and displayed on the screen, and the operator of the terminal personal computer 2 confirms whether or not there is an error or omission in the displayed content. Although the processing procedure for creating and managing the customer ledger data 9 for the terminal personal computer 2 has been described, the same applies to other terminal personal computers 3.

In this embodiment thus constructed, the maintenance personnel can freely and easily create a map for guiding the customer's location by using the terminal personal computers 2 and 3 of the sales offices A and B. Compared to creating a customer map with
The time to create a customer map can be greatly reduced. Furthermore, if the customer's location changes, the customer's map is displayed on the terminal PC 2, 3
It can be easily corrected on the display screens 2A and 3A.

Further, in the present embodiment, it is only necessary to exchange data between the information management center 4 and the terminal personal computers 2 and 3 when creating a map for guiding the location of a customer and creating a customer ledger, Moreover, the customer ledger data 9 created by the terminal personal computers 2 and 3 are collectively stored by the host computer 5 of the information management center 4, and the customer ledger data 9 is displayed on the display screens of the terminal personal computers 2 and 3. Since it can be viewed at any time, there is no need to use paper as in the past, so it is possible to save a lot of paper and no storage space for storing the customer ledger written on the paper is required at all. .

In the above embodiment, the electric transmission means 6 may be any one capable of transmitting signalized information such as the Internet or telephone network.

[0021]

As described above, according to the present invention, a customer map can be efficiently created and changed, and customer ledger data can be aggregated and stored. Therefore, an easy-to-use customer ledger preparation apparatus is provided. In addition to being obtained, it is not necessary to use paper as in the conventional case, so that it is possible to save a great amount of paper, and there is an effect that a storage place for storing the customer ledger written on the paper is completely unnecessary.

[Brief description of drawings]

FIG. 1 is a block diagram of a customer ledger creating apparatus according to an embodiment of the present invention.

FIG. 2 is a diagram showing customer ledger data displayed on a terminal personal computer provided in this embodiment.

FIG. 3 is a diagram showing map information data displayed on a terminal personal computer provided in this embodiment.

FIG. 4 is a diagram showing customer information data displayed on a terminal personal computer provided in this embodiment.

FIG. 5 is a flowchart showing a processing procedure when creating customer ledger data according to the present embodiment.

[Explanation of symbols]

1 Customer ledger creation device 2 terminal personal computer 2A display screen 3 terminal personal computer 3A display screen 4 Information management center 5 Host computer 6 Electrical transmission means 7 Customer information data 8 map information data 9 Customer ledger data A, B sales office

Claims (3)

[Claims] 1. A customer ledger preparation apparatus for producing and storing customer ledger data comprising customer information data relating to a plurality of customers in charge of sales offices in various places and map information data relating to a map for guiding the location of the customers. , A terminal personal computer installed in each of the sales offices and inputting the customer information data and the map information data, and a host computer installed in an information management center for managing information and storing the customer information data and the map information data. The customer ledger data is created by pasting the customer information data and the map information data on the terminal personal computer, and the created customer ledger data is transmitted from the terminal personal computer and stored in the host computer. A customer ledger creation device characterized in that 2. If the customer information data is already stored in the host computer, the customer information data is transmitted to the terminal personal computer, and the transmitted customer information data and the map information input by the terminal personal computer. 2. The customer according to claim 1, wherein the customer ledger data is created by pasting the data together with the data, and the created customer ledger data is transmitted from the terminal personal computer and stored in the host computer. Ledger creation device. 3. The customer ledger data updated by displaying the customer ledger data on the display screen of the terminal personal computer and correcting the displayed contents is transmitted again from the terminal personal computer to the host computer. The customer ledger creation apparatus according to claim 2, wherein the customer ledger creation apparatus stores the customer ledger.