JP2006106965A - Sale management system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a sale management system for effectively providing a service to a customer, and for suppressing the leakage of the personal information of a customer when the customer purchases merchandise or uses the service. <P>SOLUTION: This sale information management system is provided with a selling terminal 10 installed in each store or the like for displaying the personal information of the customer when the merchandise is purchased by the customer and an information management server 20 for transmitting the personal information of the customer stored by itself in response to an acquisition request from the selling terminal 10, and the selling terminal 10 and the information management server 20 are connected through a network 100 to each other. <P>COPYRIGHT: (C)2006,JPO&NCIPI

Description

  The present invention relates to a sales management system, and more particularly, to a sales management system that controls display operation of customer information.

  In general, a store such as a supermarket is provided with a cash register (hereinafter referred to as a register) that stores sales and changes and records the sales. This register calculates the total amount of the fee when the customer purchases the product or uses the service and issues a receipt, and has a function for calculating and managing the total daily sales amount.

A register (hereinafter, referred to as a POS register) corresponding to a POS (Point Of Sales) system is a more advanced function for calculating and managing the sales amount.
This POS register has a function of counting not only the total daily sales amount but also more detailed sales history data. The aggregated data is sent to a large computer (hereinafter referred to as a POS server) compatible with the POS system, and used as sales management, sales analysis, ordering data, or the like. Large-scale dealers developing many stores have taken up sales history data from these POS servers and used them for nationwide sales management.

Furthermore, some POS systems not only manage sales information but also manage a large amount of detailed customer personal information.
Such a POS system collects enormous amounts of data, including who purchased what, what, what, what, what, what, what, what, what, what, what, what, what, what, what, what time, day By storing it, it was possible to effectively manage the inventory of products and lock in customers.

As one of the prior arts using a POS system having such a customer information management function, there is a POS system disclosed in Patent Document 1, an information storage method in the POS system, and a POS register.
In this prior art, when a customer purchases a product, the POS register reads the membership code from the customer's membership card, and displays the name and address of the customer corresponding to the membership code on the screen together with the read membership code. It was. The store clerk operating the POS register can check the personal information of the displayed customer and perform effective customer service according to each customer.
JP 2000-82184 A

However, the conventional sales management system has the following problems.
Conventionally, as described in Patent Document 1 described above, when a customer purchases a product, the POS register displays the customer's personal information on the register screen. As a result, the store clerk was able to refer to the displayed contents and treat each customer effectively, but on the other hand, even the personal information of the customer that is not required for customer service is automatically Since it is displayed on the register screen, a third party has an increased chance of looking into the customer's personal information on the screen, and as a result, there is a possibility that personal information of the customer may be leaked.

  The present invention has been made in view of the above-described problems. When a customer purchases a product or uses a service, the present invention enables effective customer service according to the customer and suppresses leakage of personal information of the customer. The purpose is to provide a sales management system.

  To achieve this object, the present invention provides a sales terminal having a sales terminal operated by a business operator who sells products or provides services to a customer, and an information management server that stores personal information of the customer. In the management system, the sales terminal receives the customer's personal information from the information management server when the customer purchases the product or uses the service, and hides or displays all or part of the received customer's personal information. Features.

  Further, the present invention is a sales management system having a sales terminal operated by a business operator who sells products or provides services to a customer, and an information management server for storing customer personal information. The sales terminal inputs identification information for identifying the customer when the customer purchases the product or uses the service, transmits the input identification information to the information management server, and the information management server receives the identification information received from the sales terminal. Based on the customer's personal information stored in itself, the corresponding personal information is extracted, and the extracted personal information is transmitted to the sales terminal. When the sales terminal receives the personal information from the sales server, it displays a screen display. Based on the control information for control, all or part of the received customer personal information is concealed and displayed.

  Further, according to the present invention, the sales terminal transmits a control information acquisition request to the information management server, and the information management server transmits control information to the sales terminal in response to the acquisition request from the sales terminal. The terminal displays the screen based on the control information received from the information management server.

  In addition, according to the present invention, the sales terminal is configured to conceal all or part of the personal information after displaying the received customer's personal information for a certain period of time based on the control information.

  According to the present invention, the customer's personal information includes at least one of the customer's address, postal code, telephone number, FAX number, e-mail address, and date of birth.

  It should be noted that any combination of the above-described constituent elements, or those obtained by replacing the constituent elements and expressions of the present invention with each other among methods, apparatuses, systems, computer programs, recording media storing computer programs, etc. It is effective as an embodiment of

  In the present invention, the sales terminal receives the customer's personal information from the information management server at the time of product purchase or service use by the customer, and displays the received customer's personal information based on the display method defined for each customer. Therefore, when a customer purchases a product or uses a service, the business operator side can perform effective customer service according to the customer while suppressing the leakage of personal information of the customer.

<Background>
In the embodiment described below, a customer joins an organization operated by a store, business office, facility, etc. (hereinafter referred to as a store), and each customer's unique identification information (member number) is written from the store, etc. It is assumed that a membership card, which is a recorded recording medium, is distributed.
When a customer purchases a product at the store, the customer presents the membership card distributed to the customer to the store. The store or the like reads the identification information written on the presented membership card and provides a predetermined service to the customer.
This service may be, for example, a point service that gives a predetermined number of points to the customer in accordance with product purchase. Depending on the number of points for this purpose, the customer can exchange products or use services provided by stores or the like.

<Configuration>
FIG. 1 is a diagram showing a configuration of a sales information management system according to an embodiment of the present invention. Hereinafter, the configuration of the sales information management system will be described with reference to the drawings.
The sales information management system is installed in each store or the like, and displays the purchase price, the number of acquisition points, and the personal information of the customer when the customer purchases the product, and responds to the acquisition request from the sales terminal 10 And an information management server 20 that transmits the customer's personal information stored in the network 100 and are interconnected via the network 100.

The sales terminal 10 is an information processing apparatus that is installed in one or more stores and is operated by a person (hereinafter, referred to as an employee) who sells products or provides services in the stores. The cash register has a function for calculating the purchase price of the product by the customer. Further, the sales terminal 10 has a function of calculating the number of points given to the customer in accordance with the purchase of the product and the current number of points of the customer.
The sales terminal 10 displays the customer's personal information, the purchase amount (including the total), and the number of points when the customer purchases the product.
The sales terminal 10 may have a function of a POS system register (POS terminal).

The sales terminal 10 displays personal information of a customer when the customer-specific identification information is input when the customer purchases the product.
For example, when a customer presents a membership card to a store or the like when purchasing a product at a store or the like, the sales terminal 10 reads the identification information written on the membership card presented by the customer and corresponds to the identification information. The personal information such as the name, sex, age, address, etc. of the selected customer is displayed on the screen.
Employees at stores and other locations can prevent third parties other than the customer from using their membership cards by comparing personal information displayed on the screen with customers who actually purchase products. can do.
Further, when a customer requests delivery of a purchased product to his / her home, the store confirms the customer's address displayed on the screen of the sales terminal 10 and performs the delivery procedure.

The information management server 20 is an information processing apparatus that is managed by a store or the like, or a business operator that manages a customer's personal information in response to a request from the store or the like, and accumulates and manages various information related to the customer. .
For example, the information management server 20 may have a function of a store computer of the POS system.
For example, the information management server 20
・ Customer personal information (name, gender, date of birth, address, postal code, telephone number, fax number, e-mail address, points earned for point service, etc.)
・ Purchase history of customers' products (items, purchase time, purchase stores, etc.)
・ Product information (product code information, product name, product price)
-Accumulate and manage various information related to customers such as screen display control information of the sales terminal 10.
Here, the screen display control information of the sales terminal 10 is for controlling the screen display operation of the customer's personal information by the sales terminal 10.
For example, the screen display control information of the sales terminal 10 includes:
・ "Conceal (mask) certain items (eg name, address) of personal information"
・ "Hide part / all of personal information (eg address, phone number)"
・ "Display personal information for a certain period of time and then hide it"
There is something like this.

  In the sales management system according to the present embodiment having the above-described configuration, the sales terminal 10 uses the control information received in advance from the information management server 20 to purchase all or part of the customer's personal information when the customer purchases the product. Is hidden, so that the chances of customer personal information leaking to a third party are reduced, and employees can check customer personal information and serve customers.

<Operation>
FIG. 2 is a sequence chart showing an operation flow of the sales information management system in the embodiment of the present invention. The operation of the sales information management system will be described below with reference to the drawings.

First, an employee or the like uses the sales terminal 10 to transmit an acquisition request for control information for controlling the above-described screen display to the information management server 20 (step S101).
The information management server 20 returns the control information to the sales terminal 10 in response to the control information acquisition request from the sales terminal 10 (step S102).
The sales terminal 10 receives the control information from the information management server 20 and incorporates it in its own terminal. Thereafter, the sales terminal 10 displays a screen so as to hide a part / all of the customer's personal information based on the received control information.

The customer presents the membership card to the employee or the like when purchasing the product at the store or the like.
The employee or the like uses the sales terminal 10 to read identification information such as a membership number written on the presented membership card (step S103).
The sales terminal 10 transmits the read identification information to the information management server 20 (step S104).

When receiving the identification information from the sales terminal 10, the information management server 20 retrieves and extracts the customer personal information corresponding to the received identification information from the personal information stored in the information management server 20 (step S105).
The information management server 20 transmits the personal information extracted using this identification information as a key to the sales terminal 10 (step S106).

  Upon receiving the personal information from the information management server 20, the sales terminal 10 hides and displays a part / all of the received personal information of the customer by the display method specified by the control information received in step S102. (Step S107).

Here, the employee browses the customer's personal information (birth date, gender, etc.) displayed on the screen of the sales terminal 10 and determines whether the customer who purchased the product is the owner of the member card. Can be confirmed. In addition, employees, etc., have their customers verbally state personal information such as name and address, and determine whether the personal information they have stated is the same as the customer's personal information registered in advance on the screen It is possible to confirm whether the member is the owner of the card.
Furthermore, when the customer wants to ship the product he / she purchased to his / her home, the employee or the like may read the customer's address on the screen orally and ask the customer for confirmation.

Next, the sales terminal 10 refers to the previously acquired control information and determines whether or not the display of the customer's personal information on the current screen is limited to a certain time (step S108).
If the sales terminal 10 determines that the display of the customer's personal information is not limited to a certain time (step S108 / No), the sales terminal 10 proceeds to the process of step S111.

On the other hand, if the sales terminal 10 determines that the display of the customer's personal information is limited to a certain time (step S108 / Yes), the sales terminal 10 is set in the control information from the start of displaying the customer's personal information. It is determined whether or not the permitted time for screen display has elapsed (step S109).
If it is determined that the sales terminal 10 has not yet elapsed (No at Step S109), the sales terminal 10 repeats the process at Step S109.
On the other hand, if the sales terminal 10 determines that the time for permitting screen display has already passed (step S109 / Yes), the sales terminal 10 hides the items permitted to be displayed for the predetermined time, and stores the customer's personal information. The screen is displayed (step S110).

Next, when the employee or the like uses the sales terminal 10 to input code information (for example, a barcode) of the product purchased by the customer (step S111), the sales terminal 10 uses the product management code to store the product code. (Step S112).
Upon receiving the product code from the sales terminal 10, the information management server 20 searches and extracts data such as the product name and price corresponding to the product code (step S113), and returns the extracted data to the sales terminal 10. (Step S114).
Upon receiving the data such as the product name and price, the sales terminal 10 calculates the total amount based on the received data and prints out a receipt (step S115).

Thereafter, the sales terminal 10 transmits the purchase history of the product (product name, price, number, date, etc.) in association with the customer identification information to the information management server 20 (step S116).
When the information management server 20 receives the identification information of the customer and the purchase history of the product, the information management server 20 associates the received information with each other and stores it in itself (step S117).
This completes the operation of the sales management system.

3 and 4 are diagrams showing an example of screen display by the sales terminal 10. Among these, FIG. 3 is a display screen when the personal information is not concealed, and FIG. 4 is a display screen when the personal information is concealed.
As shown in FIG. 4, only the last digits of the telephone number displayed in FIG. Moreover, in FIG. 4, only the numerical part (○ chome ○ address etc.) of the address displayed in FIG.

FIG. 5 is a diagram illustrating an example of control information for controlling the screen display of the sales terminal 10.
As shown in the figure, in the control information, a display method is set for each item of personal information such as name, member number, gender, date of birth, address, postal code, and telephone number.
For example, the display method of each item of personal information is set such that the phone number is “hidden only the last 4 digits”, the mail address is “hidden all”, and the address is “display for 3 minutes”.

As described above, according to the present embodiment, the sales terminal 10 displays the customer's personal information on the screen by a method based on the control information when the customer purchases the product. Personal information is displayed only for items that are necessary for confirmation, stores and the like can perform effective customer service according to each customer, and it is possible to significantly reduce the opportunity for third parties to look into personal information. .
For example, since the sales terminal 10 conceals a part or all of the customer's address and phone number based on the control information described above, the personal information is seen by a third party. Even in this case, it is possible to reduce damage caused by leakage of personal information.
Further, since the sales terminal 10 displays the customer's address, etc. for a certain period of time based on the control information described above and then conceals it, the opportunity for the customer's personal information to be seen by a third party can be reduced. It becomes possible.

<Modification of Embodiment>
In this embodiment, an example in which personal information is displayed when a customer purchases a product at a store or the like has been described. However, the customer uses a predetermined membership service such as a rental or a fitness club. It can be applied in the same way.

In the embodiment described above, the sales terminal 10 reads the customer identification information written on the membership card, but the reading method is not limited.
For example, the identification information may be printed as a barcode or a two-dimensional code on a recording medium such as a membership card, or a magnetic stripe (magnetic card) or a semiconductor chip (IC card) provided on the membership card. May be written.

  In this embodiment, the recording medium on which customer-specific identification information is written is a membership card that can be used for the point service. However, it may be a recording medium for other uses, such as a credit card, electronic money, etc. It may be a card, prepaid card, employee ID card or the like.

Further, after the sales terminal 10 displays the customer's personal information, an employee or the like requests the information management server 20 to acquire more detailed customer personal information by performing a predetermined operation using the sales terminal 10. And can get.
For example, after displaying the customer's name, gender, date of birth, address, postal code, telephone number, etc., the sales terminal 10 requests the information management server 20 for personal information such as the family structure and preferences of the customer. And get.
In this way, employees and the like can easily acquire personal information necessary for customer confirmation and the like.

In the control information described above, for example, a display method may be set based on the type of product purchased by the customer or the type of service used.
In this case, after receiving the product code from the sales terminal 10, the information management server 20 extracts control information corresponding to the product code and returns it to the sales terminal 10, and the sales terminal 10 is based on the control information. Display the customer's personal information on the screen.
In this way, depending on the purchased product or use service, by suppressing the display of personal information that does not require screen display, it is possible to reduce the risk of leakage of customer personal information. For example, the sales terminal 10 can be controlled to display “customer address” only when the customer purchases a product that needs to be delivered.

Furthermore, the control information may be set so that the display method differs depending on the person operating the sales terminal 10 (hereinafter referred to as an operator).
In this case, the operator inputs an operator ID for identifying himself / herself using the sales terminal 10 before starting the operation of the sales terminal 10. The sales terminal 10 also transmits this operator ID to the information management server 20 when transmitting customer identification information. The information management server 20 searches for and extracts control information from the identification information and the operator ID.
In this way, by controlling the screen display of the sales terminal 10 based on the operator of the sales terminal 10, the disclosure range of personal information is limited to an operator who is less conscious of confidentiality of the customer's personal information. It can be set narrowly, and the risk of leakage of personal information can be reduced.

The sales terminal 10 and the information management server 20 are realized mainly by a program loaded on the CPU and the memory. However, it is also possible to configure this apparatus or server by a combination of any other hardware and software, and the high degree of freedom of design will be easily understood by those skilled in the art.
When the sales terminal 10 and the information management server 20 are configured as a software module group, the program is recorded on a recording medium such as an optical recording medium, a magnetic recording medium, a magneto-optical recording medium, or a semiconductor. It may be loaded from a recording medium, or may be loaded from an external device connected via a predetermined network.

  The above-described embodiment is an example of a preferred embodiment of the present invention. The embodiment of the present invention is not limited to this embodiment, and various modifications may be made without departing from the scope of the present invention. Is possible.

It is a figure which shows the structure of the sales information management system in embodiment of this invention. It is a sequence chart which shows the flow of operation | movement of the sales information management system in embodiment of this invention. It is a figure which shows an example of the screen display by a sales terminal when not hiding personal information. It is a figure which shows an example of the screen display by a sales terminal when concealing personal information. It is a figure which shows an example of the control information for controlling the screen display of a sales terminal.

Explanation of symbols

10 sales terminal 20 information management server 100 network

Claims (5)

A sales management system having a sales terminal operated by a business operator who sells products or provides services to a customer, and an information management server storing personal information of the customer,
The sales terminal receives personal information of the customer from the information management server when the customer purchases a product or uses a service, and hides or displays all or part of the received personal information of the customer. Sales management system. A sales management system having a sales terminal operated by a business operator who sells products or provides services to a customer, and an information management server storing personal information of the customer,
The sales terminal inputs identification information for specifying the customer at the time of product purchase or service use by the customer, transmits the input identification information to the information management server,
The information management server extracts the corresponding personal information of the customer stored in the customer based on the identification information received from the sales terminal, and transmits the extracted personal information to the sales terminal. ,
When receiving the personal information from the sales server, the sales terminal conceals and displays all or part of the received customer personal information based on control information for controlling screen display. Sales management system. The sales terminal transmits an acquisition request for the control information to the information management server,
The information management server transmits the control information to the sales terminal in response to an acquisition request from the sales terminal,
The sales management system according to claim 2, wherein the sales terminal displays a screen based on control information received from the information management server.   The said sales terminal conceals all or a part of this personal information after displaying the received customer's personal information for a certain period of time based on the control information. Sales management system.   The personal information of the customer includes at least one of the customer's address, postal code, telephone number, FAX number, e-mail address, and date of birth. The sales management system described in the section.

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