JP2003099640A - System and method for commodity order acceptance, and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To conduct effective order acceptance activities for commodity. SOLUTION: An order acceptance support server 11 forms information on business estimation to be proposed to a customer by reading customer data from a customer DB of a SAF server and using the read customer data. The order acceptance support server 11 transmits the formed estimation information to a sales staff terminal 20. Then the order acceptance support serer 11, when the information that an order of a commodity with contents shown in the estimation information is accepted is received from the sales staff terminal 20, writes the information that the received commodity is written in an order data file 1156.

Description

Detailed Description of the Invention

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a product ordering system and the like for supplying information required for ordering a product to a person in charge of a customer via the Internet.

[0002]

2. Description of the Related Art The following processing is performed when an order is placed for a product from a customer and an order is placed for a product such as a manufacturer. First, the customer person in charge confirms the customer's needs, creates a quote, submits the quote to the customer, and accepts the product only after the customer agrees with the contents of the quote. The customer representative returns to the sales office and informs the business representative of the order details or submits the contract.
The person in charge of business confirms the stock of the product, delivers the product to the customer if the product is in stock, and orders the product to the provider if the product is not in stock.

[0003]

In the conventional merchandise ordering system, the customer representative confirms the customer's needs at the customer site and then creates the quotation. For this reason, there is a problem in that the burden of receiving an order is large, and the time spent by the customer representative to concentrate on the sales activity is reduced. In addition, in the conventional system, when confirming the inventory, it is necessary to contact the person in charge of business with a mobile phone or the like. For this reason, there is a problem in that it is not possible to immediately reply to the customer regarding whether or not the product is in stock and the planned delivery date at the time of contract. In addition, in the conventional system, when a customer representative places an order for a product, he / she must inquire about the product manufacturer name of the product and the telephone number of the reception desk by telephone, etc. Could not be ordered. Also,
The conventional system has a problem that a customer person in charge has to create a large number of sales related documents such as contracts and invoices that need to be created, which takes time to concentrate on sales activities.

In view of the above problems, the present invention provides a product ordering system capable of efficiently carrying out product ordering activities,
The purpose is to provide a product ordering method. Another object of the present invention is to provide a merchandise ordering system, a merchandise ordering method, and the like that can omit the quotation creation performed by the customer person in charge and can increase the time devoted to the sales person's sales activity. Another object of the present invention is to provide a product ordering system, a product ordering method, and the like, in which a customer person in charge can immediately reply to the customer about the product inventory at the customer's visited place. Another object of the present invention is to provide a merchandise ordering system, a merchandise ordering method, and the like, in which a customer person in charge can obtain necessary information when ordering merchandise to a provider at a customer's visited place. Further, the present invention automates the creation of a large number of sales-related documents that need to be created after receiving an order for a contract or a product, and reduces the labor required for the creation of documents by a business person or a customer person. It is an object of the present invention to provide a product ordering system and a product ordering method that can perform.

[0005]

In order to achieve the above object, a commodity order receiving system according to a first aspect of the present invention,
Present to the customer, transaction information storage means for storing transaction information of a product indicating the content of a transaction proceeding with a customer, order information storage means for storing order information indicating an order received for the product, and A quotation information generation unit that generates quotation information indicating a quotation of a transaction to be performed based on the transaction information stored in the transaction information storage unit, and the quotation information generated by the quotation information generation unit is transmitted to a terminal. A quotation information transmitting unit, an order information receiving unit that receives, from the terminal, order information indicating that the product indicated in the quotation information transmitted to the terminal by the quotation information transmitting unit is received from the terminal, and the order information. The order information writing unit that writes the order information received by the receiving unit in the order information storage unit, and the order information writing unit written in the order information storage unit by the order information writing unit Note Based on the information, characterized in that it and a document generation means for generating a document to be created After orders for goods.

With such a structure, it is possible to efficiently receive an order for a product. That is, it is possible to omit the preparation of the quotation by the customer person in charge and increase the time dedicated to the business activities of the customer person in charge. Further, the customer person in charge can immediately reply to the customer about the stock of the product at the customer's place of visit. Furthermore, a large number of sales related documents that need to be created after receiving an order for a contract or a product can be created, and the labor required for the creation of documents by a business person or a customer person can be reduced.

[0007] Product designation / unit price storage means having product designation / unit price information indicating the product designation information for designating a product and the product unit price for the product designated by the product designation information is provided, and the transaction information storage means is provided in the transaction information storage means. The stored transaction information has transaction designation information for designating a transaction, and the quotation information generation means reads transaction information from the transaction information storage means based on the transaction designation information. And an estimated amount of money for calculating the estimated amount of the product indicated in the transaction information read by the transaction information reading unit by referring to the product designation / unit price information stored in the product designation / unit price storage unit. Means may be provided.

[0008] Commodity inventory information storage means for storing inventory information indicating the stock of commodities, commodity inventory instruction receiving means for receiving an instruction to inform the stock of a predetermined commodity from the terminal, and the commodity inventory instruction. In accordance with the instruction received by the receiving unit, the product inventory information reading unit that reads the inventory information from the product inventory information storage unit, and the product inventory information read by the product inventory information reading unit,
Product inventory information transmitting means for transmitting to the request source terminal,
May be provided. As a result, the customer clerk can immediately reply to the customer about the stock of the product at the customer's place of visit.

[0009] Ordering party information storage means for storing information on the ordering party of the merchandise, and ordering information instruction receiving means for receiving an instruction from the terminal to notify the ordering information necessary for ordering a predetermined merchandise. When the order information instruction receiving unit receives the instruction from the terminal, the order destination information reading unit that reads out the order destination information of the product stored in the order destination information storage unit and the order destination information reading unit reads the order information. An ordering party information transmitting means for transmitting the issued ordering party information to the request source terminal may be provided.

Further, in the commodity ordering method according to the second aspect of the present invention, the quotation information indicating the quotation of the transaction presented to the customer is stored in the storage means toward the contract with the customer. Generated based on the transaction information of the product indicating the contents of the transaction, the generated quotation information is transmitted to the terminal, and the order information indicating that the product indicated in the quotation information transmitted to the terminal has been ordered is displayed. , Receiving the order information received from the terminal, writing the received order information in a storage unit, and generating a document to be created after receiving an order for a product based on the order information written in the storage unit.

With such a structure, it is possible to efficiently receive an order for a product. That is, it is possible to omit the preparation of the quotation by the customer person in charge and increase the time dedicated to the business activities of the customer person in charge. Further, the customer person in charge can immediately reply to the customer about the stock of the product at the customer's place of visit. Furthermore, a large number of sales related documents that need to be created after receiving an order for a contract or a product can be created, and the labor required for the creation of documents by a business person or a customer person can be reduced.

Further, the program according to the third aspect of the present invention advances quotation information showing the quotation of the transaction presented to the customer to the computer toward the contract with the customer stored in the storage means. Showing the procedure of generating based on the transaction information of the product showing the contents of the transaction, the procedure of transmitting the generated quotation information to the terminal, and the fact that the product indicated in the quotation information transmitted to the terminal has been ordered Order receiving information from the terminal, a procedure for writing the received order information in a storage unit, a procedure for generating a document to be created after receiving an order for a product based on the order information written in the storage unit, To execute.

With such a structure, it is possible to efficiently receive an order for a product. That is, it is possible to omit the preparation of the quotation by the customer person in charge and increase the time dedicated to the business activities of the customer person in charge. Further, the customer person in charge can immediately reply to the customer about the stock of the product at the customer's visited place. Furthermore, a large number of sales related documents that need to be created after receiving an order for a contract or a product can be created, and the labor required for the creation of documents by a business person or a customer person can be reduced.

[0014]

BEST MODE FOR CARRYING OUT THE INVENTION The product ordering system according to the present invention is described below.
An embodiment of a system and a product order receiving method will be described. Figure 1
Is the structure of the commodity ordering system according to the embodiment of the present invention.
It is a block diagram which shows composition. Product ordering system of this embodiment
The stem is installed in the business center 100 as shown in FIG.
SFA (Sales Factory Automation) server
10 and orders placed in the business center 100 as well
Support server 11 and sales staff terminal 20 ₁~ 20_n
(N: total number of terminals for sales staff, hereinafter simply sales sales
(Referred to as a tough terminal 20). SF
A server 10 and order support server 11 are connected to LAN 31.
It is connected and connected via LAN31.
It is connected to the net 40. Terminal 20 for sales staff
Connects to the Internet 40 via the public network 41
Has been done.

The SFA server 10 is a computer used in an SFA system for managing product sales activities, and as shown in FIG. 2, a CPU 101 and a RAM 102.
An input unit 103, a display unit 104, and a storage device 105.
And a transmission control unit 106, and these units are
Each is connected to the internal bus 107. CPU10
A RAM 1 stores a system program (OS) stored in the storage device 105, an application program running under the system program, and a WWW program. Further, the CPU 101 executes processing based on the application program.

RAM (Random Access Memory) 102
Stores the system program executed by the CPU 101, the application program, and the WWW program, and temporarily stores the input instruction, the input data, and the processing result.

The input unit 103 includes a keyboard. The display unit 104 includes a CRT (Cathode Ray Tube), a liquid crystal display device, and the like, and displays the operating state of the order support server 11 and the like. The storage device 105, as shown in FIG.
A WWW program 1051 and an application program 1052 for operating the SFA system, and a customer DB (database) 1053 are provided.

The customer DB 1053 is a collection of information on merchandise transactions with customers acquired at door-to-door sales, the Internet, call centers, and shops. The customer DB 1053 is
For example, if the customer is a group, (A) the name of this group, and (B) the names of the departments included in this group,
(C) The name of the person in charge who belongs to this department, (D) the telephone number, facsimile number, or e-mail address of this person in charge, and (E) the title of this person in charge are stored in a mutually associated form. To do.

Further, the customer DB 1053 stores information indicating the plan and the actual result of the sales activity carried out for this case, in association with the customer and the case which is proceeding with the customer. Specifically, for example, in association with the above-mentioned information of (B), (F) information for identifying a transaction item with this customer (a product attached to a product to be sold to this customer) A code, a product group code attached to a product group to which the product belongs, a case number designating a case, etc. are further stored, and further associated with information (F) for identifying the case, (G) regarding this case Stores information indicating a plan and a result (success level plan) of sales activities performed.

In the maturity plan indicated by the information (G) above,
Depending on the intermediate goal to be achieved toward the completion of the transaction (hereinafter, this goal is referred to as “maturity”), for example, (1)
(9) are classified into 9 stages. (1) A step of ensuring contact points (that is, an activity for contacting a new customer such as a first visit to a new customer),
(2) Establish relationships (ie, try to get acquainted with the customer's major departments and sales staff)
Activities to establish relationships with customers)
(3) Situation scrutiny (that is, an activity of investigating the fact that the customer's existing equipment, competitors, etc. are expected to affect the correctness and conditions of the contract), and (4) interest (ie, the customer). Activities that evoke the desire of
(5) A step of grasping needs (that is, an activity of grasping the contents of the product etc. that the customer wants), and (6) Extracting a problem (that is, a solution to realize the provision of the product etc. the customer wants). Activities to search for issues to be done),
(7) Full-scale proposal (that is, the activity of proposing a contract to provide products, etc. desired by the customer), and (8) Purchasing obstruction factor elimination (that is, the activity of eliminating the factor that obstructs the conclusion of the contract). Is associated with any of the nine levels of maturity consisting of (9) the stage of receiving an order, that is, the stage of establishing a contract relating to a transaction.
As the process proceeds from (1) to (9), the maturity is high (that is, the transaction is close to completion).

The transmission control unit 106 controls communication for transmitting and receiving data to and from the order support server 11 via the LAN 31.

As shown in FIG. 4, the order support server 11 includes a CPU 111, a RAM 112, and an input unit 113.
, Display unit 114, storage device 115, and transmission control unit 1
16 and order CGI (Common Gateway Interface) 11
7 and each of these parts is connected to the internal bus 118.

The CPU 111 stores a system program stored in the storage device 115, an application program for executing an order receiving system, which will be described later, which operates under the system program, and a WWW program as RA.
Store in M12. Further, the CPU 11 temporarily stores various instructions and input data input from the input unit 14 and various instructions and input data input from the sales staff terminal 20 in the RAM 112. Also, CPU1
1 executes processing relating to ordering of products based on the application program.

For example, the CPU 111 is the SFA server 1
Using the customer data stored in the 0 customer DB 1053, display data (hereinafter referred to as estimate presentation screen display data) for displaying an estimate presentation screen to be described later on the sales staff terminal 20 is generated, and the generated estimate is generated. The presentation screen display data is transmitted to the requesting sales staff terminal 20.
Further, the CPU 111 generates display data (hereinafter referred to as inventory inquiry screen display data) for displaying the inventory inquiry screen on the sales staff terminal 20, and the generated inventory inquiry screen display data is the requesting sales staff terminal 20. Send to. Further, the CPU 111 refers to the quotation presentation screen display data transmitted to the sales staff terminal 20 in advance,
Upon receiving the instruction indicating that the product has been ordered and the data indicating the received order, the received order is temporarily stored in the RAM 112.
Further, the CPU 111 causes the requesting sales staff terminal 20 to display a display screen, which is necessary for the customer person in charge of ordering, for example, the name of the manufacturing company of the orderee, the telephone number and the email address thereof. Display data for displaying (hereinafter referred to as order screen display data) is generated, and the generated order screen display data is transmitted to the requesting sales staff terminal 20.

The RAM 112 stores a system program executed by the CPU 111, the above application program, and a WWW browser, and temporarily stores input instructions, input data, and processing results.

The input unit 113 has a keyboard. The display unit 114 includes a CRT, a liquid crystal display device, and the like, and displays the operating state of the order support server 11 and the like.

The storage device 115, as shown in FIG.
The AM 112 includes a WWW program 1151 and the application program 1152, an inventory management DB 1153, a unit price list 1154, an order information reference file 1155, and an order data file 1156.

As shown in FIG. 6, the inventory management DB 1153 stores inventory data 1153 ₁ showing information on the inventory of products.
Memorize Inventory data 1153 _1, item number (part number), the product name, and includes inventory, warehousing scheduled date, and the data item consisting of a receiving plan number.

The product unit price list 1154 is registered with information for displaying the product unit price in the item of the product unit price in the estimate presentation screen displayed on the sales staff terminal 20 when receiving an order for the product. As shown in FIG. 7, 1154 includes items including a product number (product number), its product name, and its product unit price.

The order information reference file 1155 stores order information reference data 1155 ₁ indicating the information required by the customer person in charge of ordering a product. As shown in FIG. 8, the ordering information reference data 1155 ₁ is data including a product number (product number), a product name, a product unit price (unit price), a name of a manufacturing company that manufactures the product, a phone number, and an email address. It has an item.

As shown in FIG. 9, the order data file 1156 stores data 1156 ₁ (hereinafter referred to as order data) indicating the content of the order. Order data 1156
₁ consists of the name of the person in charge of the customer who ordered the product, the name of the office to which this customer person belongs, the customer name, the case number, the product number (product number) of the ordered product, the product name, unit price, quantity and amount. It has data items. Order data 115
6 ₁ are used, for example, as data for creating a sales related documents, such as invoices.

The transmission control unit 116 performs communication control for transmitting and receiving data between the SFA server 10 and the sales staff customer terminal 20 according to an instruction from the CPU 111.
The order-receiving CGI 117 specifies an application program (CGI script) for executing a process in response to a request from the browser of the sales staff terminal.

As shown in FIG. 10, the sales staff terminal 20 shown in FIG. 1 comprises a CPU 201, a RAM 202, an input unit 203, a display unit 204, a storage device 205, and a transmission control unit 206. Each part is bus 2
It is connected to 07. The CPU 201 is the storage device 20.
WWW that analyzes the system program stored in 5, the various application programs that run under the system program, and information (hypertext) described in HTML (Hyper Text Mark Language)
A (World wide Web) browser is stored in the RAM 202. The CPU 201 also temporarily stores various instructions input from the input unit 203, output data from the display unit 204, and input data from the order support server 11 in the RAM 202. Further, the CPU 201 executes processing based on various application programs.

The RAM 202 stores a system program executed by the CPU 201, various application programs, and a WWW browser, and temporarily stores input instructions, input data, and processing results.

The input unit 203 is provided with a keyboard composed of cursor keys, numeral input keys, various function keys, and the like, and a mouse which is a pointing device. The input unit 203 outputs a pressing signal of a key pressed by the keyboard to the CPU 201, and a mouse is used. The operation signal is output to the CPU 201.

The display unit 204 is composed of a CRT, a liquid crystal display device, and the like, and displays a display screen showing the information necessary for receiving an order for a product or placing an order. The display screen includes a menu screen 400 shown in FIG. 11, a quotation presentation screen 500 shown in FIG. 12, and an inventory inquiry screen 600 shown in FIG.

The menu screen 400 shown in FIG.
A screen for displaying a quotation presentation screen 500 of a predetermined item, in which a column 401 for inputting a sales office name to which a customer representative belongs, a column 402 for inputting a customer representative name, and a customer A field 403 for inputting a name and a field 404 for inputting a case number indicating a transaction case are displayed.

The estimate presentation screen 500 shown in FIG.
A screen displaying quotation contents for a matter specified on the menu screen, in which a column 501 for displaying a customer name, a column 502 for displaying a matter number, and a column for displaying quotation contents are displayed. 503, "Order" button 504,
Also, an “inventory inquiry” button 505 is displayed. The “order” button 504 is clicked when an order is received for the transaction of the quote contents displayed in the column 503 where the quote contents are displayed and when the order contents are transmitted to the order support server 11. The “stock inquiry” button 505 is clicked when the stock inquiry screen 600 is displayed.

The inventory inquiry screen 600 shown in FIG.
A screen for displaying the inventory information of the product, which screen 60
0 is a field 601 for entering the product number (product number) of the product for which inventory information is desired, a field 602 for entering the product name of the product for which inventory information is desired, an “inventory content inquiry” button 603,
A “Order content reference” button 604 is displayed. Further, in the inventory inquiry screen 600, the product number is input in the above-mentioned column 601 or the product name is input in the column 602, and the “inquiry about inventory contents” button 6
When 03 is pressed, the column 605 displays the item name of the item number entered in the field 601 or the inventory information of the item name entered in the field 602. Also, the inventory inquiry screen 600
Is input in the check box displayed in the field 605 in which the inventory information is displayed, and when the “Order content reference” button 604 is pressed, the “re” point is input in the field 606. The information required when ordering products is displayed.

The storage device 205 stores the system program, the WWW browser, and the application program. The transmission control unit 206 follows the instruction of the CPU 201 and follows the SFA server 10 and the order support server 11
And communication control for transmitting and receiving data to and from.

Next, the operation of the commodity order receiving system of this embodiment will be described.

14 and 15 are flow charts showing the operation of the commodity order receiving system of this embodiment. The sales staff terminal 20 receives the menu screen 400 from the order support server 11 via the Internet 40 and the public line network 41 by the operation of the customer representative. afterwards,
The column 401, the column 402, the column 403, and the column 4 in the menu screen 400 are operated by the customer staff.
For example, “XX sales office”, “Ichiro Kono”, “Taro Otogawa”, and “303” are input to 04, respectively, and “execute”
When the button 405 is clicked, the sales staff terminal 20 gives an instruction to display the quote presentation screen 500 for the transaction of the case number shown in this information together with the above-mentioned input information on the public network. It transmits to the order support server 11 via 41 and the internet 40 (step S1).

Upon receiving the information and the instruction, the order support server 11 outputs an instruction to the SFA server 10 to transmit the customer data indicating the case number "303" (step S2). When the SFA server 10 receives the above instruction from the order support server 11, the case number is “303”.
Customer data is read from the customer DB 1053, and the read customer data is output to the order reception support server 11 via the LAN 31 (step S3).

Upon receipt of the customer data, the order reception support server 11 displays the quotation presentation screen 500 shown in FIG. 12 on the requesting sales staff terminal 20 (hereinafter referred to as quotation presentation screen display data. The process of generating the estimate presentation screen display data will be described later) (step S4). The order receiving support server 11 transmits the generated quotation presentation screen display data to the requesting sales staff terminal 20 via the Internet 40 and the public line network 41 (step S5).

When receiving the quotation presentation screen display data, the sales staff terminal 20 displays the quotation presentation screen 500 on the display section 204 using the received quotation presentation screen data (step S6). After that, sales staff terminal 20
Determines whether the "order" button 504 has been pressed (step S7). When the sales staff terminal 20 determines that the “order” button 504 has been pressed (step S7; YES), the sales staff terminal 20 sends data indicating that the order for the product displayed on the quotation presentation screen 500 has been received to the public line. SFA server 1 via network 41 and Internet 40
0 and the order support server 11 (step S
8). For example, the above-mentioned data whose product number is “AI0001” is the data 11 indicated by the code A as shown in FIG.
56 ₁ and the product number “AI0002” is the data 1156 ₁ indicated by the reference symbol B, and the product number “AI0003” is the data 1156 ₁ indicated by the reference symbol C. .

Upon receipt of the data indicating that the product has been ordered, the order support server 11 stores the received data in the order data file 1156 (step S9).
On the other hand, when the SFA server 10 receives the above data,
The customer data is generated based on the received data, and the generated customer data is registered in the customer DB 1053 (step S10).

In step S7, when the sales staff terminal 20 determines that the "order" button 504 has not been pressed (step S7; NO), it determines whether the "stock inquiry" button 505 has been pressed. Yes (step S11). When the order support server 11 determines that the “inventory inquiry” button 505 has been pressed (step S11; YES), the public order network 41 and the Internet 40 are instructed to transmit the display data for displaying the inventory inquiry screen 600. It transmits to the order support server 11 via (step S12).

Upon receiving the instruction to transmit the display data, the order support server 11 generates the display data, and the generated display data is sent to the requesting sales staff via the Internet 40 and the public line network 41. Terminal 20
(Step S13). The display data includes a customer terminal date, a column 601 for inputting a product number, a column 602 for inputting a product name, a “stock content reference” button 603, and a “order content reference” button 604.
00 is data to be displayed.

Upon receiving the display data, the sales staff terminal 20 displays the inventory inquiry screen 600 shown in FIG. 13 on the display unit 204 based on the received display data (step S14). Next, the terminal 20 for sales staff
Enters the product number in the input field 601 and any of the three product names in the input field 602,
It is determined whether or not 3 is clicked (step S1)
5).

The sales staff terminal 20 determines that the “stock content inquiry” button 603 has been clicked, for example, after the product numbers “AI0001”, “AI0002” and “AI0003” have been entered in the input field 601. In that case (step S15; YES), the above-mentioned input field 60
The order number support server via the public line network 41 and the Internet 40 with the product numbers of “AI0001”, “AI0002” and “AI0003” and the information indicating that the “inventory content inquiry” button 603 has been clicked on 11 (step S16).

When the order support server 11 receives the product number and the information indicating that the "order details inquiry" button 603 has been clicked, the product numbers are "AI0001", "AI0002" and "AI000" from the inventory management DB 1153.
The inventory data 1153 ₁ of the product “3” is read out, and FIG.
The display data displayed in the display field 605 of the inventory inquiry screen 600 shown in FIG. After that, the order support server 11
Transmits the generated display data to the requesting sales staff terminal 20 via the Internet 40 and the public line network 41 (step S17).

After that, in the sales staff terminal 20, by the operation of the customer person in charge, for example, a check mark is entered in the check box for the product number "AI0003", and the "Order content reference" button 604 is pressed. It is determined whether or not (step S18). When the sales staff terminal 20 determines that “LE” has been input in the above field and that the “Order content reference” button 604 has been pressed (step S
18; YES), and sends an instruction to supply ordering information for the product with the product number “AI0003” to the order support server 11 via the public line network 41 and the Internet 40 (step S19).

Upon receiving the instruction, the order support server 11 receives the order information reference file 1155 in the storage device 115.
The order data 1155 ₁ of the product whose product item number is “AI0003” stored in is read, and based on the read data 1155 ₁ , the display displayed in the display field 606 in the inventory inquiry screen 600 shown in FIG. Generate data. Upon receiving the display data, the order support server 11 transmits the display data to the requesting sales staff terminal 20 via the Internet 40 and the public line network 41 (step S).
20).

When the sales staff terminal 20 receives the above display data, as shown in FIG. 13, the display section 204 displays the ordering information for the product having the product number "AI0003" on the display section 204 (step S21). ), The processing ends.

In step S11, when the sales staff terminal 20 determines that the "stock content inquiry" button 603 has not been clicked (step S11; N).
O), and then the process ends.

Incidentally, at a later date, by the operation of the customer person in charge or the person in charge of business, an instruction to make many sales-related documents such as contracts and delivery notes that need to be made after receiving an order for a product is issued. Upon receiving the order, the order support server 11 reads the order data 1156 ₁ stored in the order data file 1156 of the storage device 115, and uses the read order data 1156 ₁ to create an instructed sales-related document.

In step S18, when the sales staff terminal 20 determines that the "order contents reference" button 604 has not been clicked (step S18; N).
O), and then the process ends.

The process of creating the estimate presentation screen data in step S4 will be described with reference to FIG.

The order support server 11 is the SFA server 10
When the customer data with the case number "303" is received,
The code N stored in the RAM 112 is set to 1 (step S41), and the customer name "Taro Otokawa" is set in the customer data.
Item number “303” and product number “AI0001”,
The contents of the products "AI0002" and "AI0003" are read out and stored in the RAM 112 (step S4).
2). The content of the product having the product number "AI0001" includes the product number "AI0001", the product name "printer AI1" having the product number, and the transaction quantity "1". The content of the product having the product number “AI0002” includes the product number “AI0002”, the product name “printer AI2” having the product number, and the transaction quantity “5”. The content of the product having the product number "AI0003" includes the product number "AI0003", the product name "printer AI3" having the product number, and the transaction quantity "1".

Next, the order support server 11 selects the product number "AI000" from the product unit price list 1154 shown in FIG.
The product unit price "350,300" yen of the product of "1" is read, and the value "350,300" yen obtained by multiplying the read product unit price by the transaction quantity is used as the product number "AI0001".
Calculated as the estimated amount of
The "0,300" circle is stored in the RAM 112 (step S43).

Subsequently, the order support server 11 judges whether or not there is customer data of the case number (step S4).
4) If it is determined that the customer data is present (step S44; YES), 1 is added to N (step S4).
8) The process moves to step S42 and the same process as described above is continued. On the other hand, when the order support server 11 determines that there is no customer data of the case number (step S
44; NO), the product numbers stored in the RAM 112 are “AI0001”, “AI0002” and “AI”.
The estimated total price of the product "0003" is added to calculate the total estimated price "2,652,100" yen, and the calculated total estimated price "2,652,100" yen is stored in the RAM 112 (step S45).

After that, the order support server 11 operates the RAM 1
The customer name “Taro Otokawa”, the case number “303”, and the product numbers “AI0001” and “AI00” are stored in
02 ”and“ AI0003 ”product contents, these estimated amounts“ 350,300 ”yen,“ 2,001,500 ”
The yen, "300,300" yen, and the total estimated price "2,652,100" yen of these products are read from the RAM 112 (step S46), and the quote presenting screen 500 shown in FIG. 12 is used by using these read data. Is generated (step S47), and the process returns to step S5.

According to this merchandise order receiving system, the merchandise order support server 11 generates information indicating a quotation of a transaction to be presented to the customer based on the customer data acquired from the SFA server 10, and sells the generated quotation presenting information. Since the information is transmitted to the staff terminal 20, it is possible to omit the creation of the quotation by the customer staff member, and increase the time when the customer staff member devotes himself or herself to sales activities.

Further, according to this product order receiving system, the product order support server 11 receives from the sales staff terminal 20 the information indicating that the product having the contents shown in the quotation information has been ordered, and receives the received information. Order data file 1156
Since the information is written in, the document required after accounting the sales of the product can be generated based on the written information.

Further, according to this product order receiving system, the product order supporting server 11 follows the instruction received from the sales staff terminal 20 to notify the stock of the product.
The inventory information of the product is read from the inventory management DB 1153, and the information indicating the read inventory of the product is transmitted to the requesting sales staff terminal 20, so that the customer representative can store the product inventory at the customer's visit. Can respond to customers immediately.

Further, according to this merchandise order receiving system, the merchandise order support server 11 stores in the order destination information reference file 1155 in accordance with the instruction received from the sales staff terminal 20 for notifying the order information necessary for ordering. Since the stored ordering party information of the merchandise is read and the read ordering party information is transmitted to the requesting sales staff terminal 20, it is necessary for the customer representative to place an order at the customer's visited place. Information can be obtained.

[0067]

As described above, according to the present invention, it is possible to efficiently carry out the order receiving activity for goods.

[Brief description of drawings]

FIG. 1 is a block diagram showing a configuration of a product order receiving system according to an embodiment of the present invention.

FIG. 2 is a diagram showing a configuration of an SFA server in FIG.

FIG. 3 is a diagram showing a configuration of a storage device in FIG.

4 is a diagram showing a configuration of an order support server in FIG.

5 is a diagram showing a configuration of a storage device in FIG.

FIG. 6 is a diagram showing a configuration of an inventory management DB in FIG.

FIG. 7 is a diagram showing a structure of a product unit price list.

FIG. 8 is a diagram showing a configuration of an order information reference file.

FIG. 9 is a diagram showing a configuration of an order data file.

FIG. 10 is a diagram showing a configuration of a sales staff terminal in FIG. 1.

FIG. 11 is a diagram showing a menu screen used in the product ordering system displayed on the display unit of the sales staff terminal.

FIG. 12 is a diagram showing an estimate presentation screen displayed on the display unit of the sales staff terminal.

FIG. 13 is a diagram showing an inventory inquiry screen displayed on the display unit of the sales staff terminal.

FIG. 14 is a flowchart showing an operation of the product order receiving system according to the embodiment of the present invention.

FIG. 15 is a flowchart showing an operation of the product order receiving system according to the embodiment of the present invention.

16 is a flowchart showing the operation of step S4 in FIG.

[Explanation of symbols]

10 SFA Server 101 CPU 102 RAM 103 Input Unit 104 Display Unit 105 Storage Device 106 Transmission Control Unit 11 Order Support Server 111 CPU 112 RAM 113 Input Unit 114 Display Unit 115 Storage Device 116 Transmission Control Unit 20 _{1 to} 20 _n Sales Staff Terminals 201 CPU 202 RAM 203 Input unit 204 Display unit 205 Storage device 206 Transmission control unit 40 Internet 41 Public line network

Claims (6)

[Claims] 1. A transaction information storage unit for storing transaction information of a product showing the contents of a transaction proceeding with a customer, and an order information storage unit for storing order information showing an order content of the product. A quotation information generation unit that generates quotation information indicating a quotation of a transaction presented to a customer based on the transaction information stored in the transaction information storage unit; and the quotation information generated by the quotation information generation unit. A quotation information transmitting unit for transmitting to the terminal, and order information indicating that the product indicated in the quotation information transmitted to the terminal by the quotation information transmitting unit has received an order,
Order information receiving means for receiving from the terminal, order information writing means for writing the order information received by the order information receiving means in the order information storage means, and order information storage means for the order information writing means A product order receiving system, comprising: a document generation unit that generates a document to be created after receiving an order for a product based on the written order information. 2. A commodity designation / unit price storage means for storing merchandise designation / unit price information indicating merchandise designation information for designating a merchandise and a commodity unit price for the merchandise designated by the commodity designation information. The transaction information stored in the storage means has transaction designation information for designating a transaction, and the quote information generation means reads the transaction information from the transaction information storage means based on the transaction designation information. By referring to the information reading unit and the product designation / unit price information stored in the product designation / unit price storage unit, the estimated price of the product indicated in the transaction information read by the transaction information reading unit is calculated. The commodity order receiving system according to claim 1, further comprising: an estimated amount calculation means. 3. A product inventory information storage unit for storing stock information indicating the stock of a product, a product inventory instruction receiving unit for receiving an instruction from the terminal to notify the stock of a predetermined product, and the product. In accordance with the instruction received by the inventory instruction receiving means, the commodity inventory information reading means for reading the inventory information from the commodity inventory information storage means, and the inventory information of the commodity read by the commodity inventory information reading means The product order receiving system according to claim 1 or 2, further comprising: a product inventory information transmitting unit that transmits the product inventory information to the terminal. 4. An order information storage unit for storing information about an order destination of a product, and an order information instruction receiving unit for receiving an instruction from the terminal to notify order information necessary for ordering a predetermined product. When the order information instruction receiving unit receives the instruction from the terminal, an order destination information reading unit that reads out information about an order destination of a product stored in the order destination information storage unit; and an order destination information reading unit 4. The product order receiving system according to any one of claims 1 to 3, further comprising: an ordering party information transmitting unit that transmits the ordering party information read out by the method to the request source terminal. 5. Quotation information indicating a quotation of a transaction to be presented to a customer is generated based on transaction information of a commodity, which is stored in a storage means and indicates the content of a transaction proceeding toward a contract with the customer. Then, the generated quotation information is transmitted to the terminal, order information indicating that the product indicated in the quotation information transmitted to the terminal has been received from the terminal, and the received order information is stored. A product order receiving method, wherein the product order is created after the product is ordered based on the order information written in the storage unit. 6. Quotation information indicating a quotation of a transaction presented to a customer on a computer is used as transaction information of a commodity, which is stored in the storage means and indicates the content of a transaction proceeding toward a contract with the customer. A procedure for generating based on the procedure, a procedure for transmitting the generated quotation information to a terminal, a procedure for receiving order information indicating that the product indicated in the quotation information transmitted to the terminal has been received from the terminal, a reception A program for executing the procedure for writing the received order information in a storage unit, and a procedure for generating a document to be created after receiving an order for a product based on the order information written in the storage unit.