JP2013175212A - Tabulation server and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To allow selective output of a receipt made into digitized information or a paper receipt for each customer.SOLUTION: A POS terminal 1 notifies a tabulation server 3 of identification information read from a portable terminal 2 so that transaction information includes the identification information. The POS terminal 1 refers to customer master data M1 on the basis of the identification information read from the portable terminal 2. The POS terminal 1 prints the transaction information in a paper receipt P when the result of reference shows the necessity of outputting paper receipt, while the POS terminal 1 does not print out the paper receipt P when the result of reference show unnecessity of outputting paper receipt. The tabulation server 3 refers to the customer master data M1 on the basis of the identification information included in settlement information stored in sales master data M2. When the result of reference shows unnecessity of outputting paper receipt to the customer, the tabulation server 3 distributes transaction details tabulated for the customer to a data distribution destination preset for the customer.

Description

  The present invention relates to an electronic receipt system.

  2. Description of the Related Art Conventionally, some POS (Point Of Sale) terminals provide customers with receipts that are output in settlement of transactions as electronic information. In Patent Document 1, data holding information received on a receipt is sent to a home e-mail address using a mail function, so that the receipt contents are transferred to a home PC (Personal Computer) terminal and the expenditure of the household A system for managing the system is disclosed.

  However, in the technique of Patent Document 1, it is not possible to properly use whether to receive a receipt converted into electronic information for each customer or to receive a receipt printed on a paper medium (hereinafter referred to as a paper receipt). For example, when there are customers who want to receive electronically converted receipts and there are customers who want to receive paper receipts, it has not been possible to meet the demands of each customer.

  The present invention has been made in view of the above, and provides an electronic receipt system, a terminal device, and a program that can selectively use the output of a receipt converted into electronic information for each customer or the output of a paper receipt. For the purpose.

  In order to solve the above-described problems and achieve the object, the present invention stores a terminal device for notifying payment information indicating transaction details that have been settled, and payment information notified by the terminal device. An electronic receipt system having a totaling server for totaling sales based on the terminal device, wherein the terminal device reads the identification information for identifying the customer from the recording medium, and the identification information read by the reading unit. The receipt necessity information indicating whether or not the paper receipt output preset for each customer indicated by the identification information based on the identification information read by the reading means and the identification information read by the reading means is included. The settlement information is printed on a paper receipt when the referenced result requires the output of a paper receipt, and when the referenced result does not require the output of the paper receipt, the paper receipt is printed. Receipt output means that does not print the data, and the aggregation server refers to the receipt necessity information based on the identification information included in the stored settlement information at a preset timing. Distribution that aggregates transaction details within a predetermined period for a customer whose reference result does not require output of a paper receipt, and distributes the aggregated transaction details to a data distribution destination preset for the customer Means are provided.

  The present invention has an effect of making it possible to properly use the output of a receipt converted into electronic information for each customer or the output of a paper receipt.

FIG. 1 is a configuration diagram illustrating an electronic receipt system according to an embodiment. FIG. 2 is a diagram showing the appearance of the POS terminal. FIG. 3 is a block diagram showing the configuration of the POS terminal. FIG. 4 is a block diagram illustrating the configuration of the aggregation server. FIG. 5 is a ladder chart showing the operation of the electronic receipt system. FIG. 6 is a ladder chart showing an operation when a paper receipt is output later. FIG. 7 is a diagram illustrating an example of a transaction list display.

  Exemplary embodiments of an electronic receipt system, a terminal device, and a program according to the present invention will be described below in detail with reference to the accompanying drawings.

  FIG. 1 is a configuration diagram illustrating an electronic receipt system 100 according to an embodiment. As shown in FIG. 1, an electronic receipt system 100 counts sales with a POS terminal 1 (Point Of Sale) as a payment apparatus installed in a store, a portable terminal 2 as a recording medium owned by a customer, and sales. And a home terminal 4 which is a delivery destination terminal for transaction details such as receipts. The network NT is a communication network including a LAN (Local Area Network), an intranet, the Internet, a public communication line, and the like. In the electronic receipt system 100, the POS terminal 1, the portable terminal 2, the totaling server 3, and the home terminal 4 are connected to each other via a network NT so as to communicate with each other.

  The POS terminal 1 performs a transaction closing process, settles the price, prints the transaction content of the settled transaction on the paper receipt P, and collects transaction information (settlement information) indicating the transaction content 3 is notified. Specific examples of the transaction information include a transaction serial number uniquely assigned to identify the transaction, the name of the product for which the transaction has been made, its price and number, the total amount of one transaction, the deposit amount, and the change amount. The portable terminal 2 stores identification information for identifying a customer and a transaction history that is a history of transactions performed by the customer in a readable / writable manner from the POS terminal 1. The identification information is a customer ID uniquely assigned to each customer. The transaction information indicates transaction details of one transaction, whereas the transaction history is history information indicating transaction information of each transaction performed by the customer. Specifically, the transaction history only needs to be stacked with transaction serial numbers that enable identification of transactions, and does not necessarily have to be customer transaction content itself.

  The aggregation server 3 stores customer master data M1 in which setting information for each customer is stored, and sales master data M2 in which transaction information notified from the POS terminal 1 is sequentially stored, and sequentially stored in the sales master data M2. Total sales based on the transaction information. For example, the aggregation server 3 calculates the total sales amount by totaling the total amount of each transaction included in the transaction information stored in the sales master data M2. The setting information for each customer stored in the customer master data M1 includes a customer ID, receipt necessity information indicating whether or not a paper receipt P needs to be printed, and a distribution destination of data to be distributed to the customer. Delivery destination information (e.g., e-mail address) is set in advance. Therefore, by referring to the customer master data M1 based on the identification information described above, it is possible to confirm whether or not the customer needs to print the paper receipt P and to confirm the customer's delivery destination. it can.

  The home terminal 4 is an information terminal of a customer who owns the mobile terminal 2, and may be, for example, a PC (Personal Computer) installed in the customer's home. The customer can check the data distributed to his / her distribution destination from the owned terminal such as the home terminal 4 or the portable terminal 2.

  When the POS terminal 1 acquires the identification information from the portable terminal 2 before closing the transaction, the POS terminal 1 refers to the receipt necessity information of the customer master data M1 stored in the tabulation server 3 and prints the paper receipt P. Determine if you need it. When the paper receipt P is required, the transaction details of one transaction are printed on the paper receipt P, and the transaction information including the transaction details and the acquired identification information is notified to the aggregation server 3. When the paper receipt P is not required, the transaction information including the transaction content and the acquired identification information is notified to 3 and the transaction history is written in the portable terminal 2.

  Therefore, for customers who do not need the paper receipt P, the paper receipt P related to the transaction is not printed at the time of closing the transaction at the POS terminal 1. For such customers, instead of printing the paper receipt P, transaction details including individual transaction details and aggregated data obtained by totaling the transactions are distributed as electronic data. Specifically, when the aggregation server 3 performs batch processing described later, the transaction details for each customer are aggregated based on the identification information included in the transaction information, and the aggregated transaction details are distributed to the customer's delivery destination. Deliver to. Thereby, the customer can confirm the transaction details on the home terminal 4 or the like, for example, and the electronic receipt system 100 can realize paperless for customers who do not need the paper receipt P. Further, even if the paper receipt P is not required when closing the transaction, the paper receipt P is later used when the aggregation server 3 wants to confirm the transaction before delivering the transaction details to the customer's delivery destination. It may be necessary. In such a case, the customer selects only the desired paper receipt P later by selecting the transaction to be printed from the transaction list displayed by causing the POS terminal 1 to read the transaction history of the mobile terminal 2. Can be acquired. Details of the operation of the electronic receipt system 100 described above will be described later.

  Next, the hardware configuration of the POS terminal 1 and the aggregation server 3 will be described in detail. FIG. 2 is a diagram illustrating an appearance of the POS terminal 1. As shown in FIG. 2, the POS terminal 1 includes a main body 24 provided with a keyboard 21, a printer 22, and a display unit 23. A code scanner 25 for optically reading a product code attached to a product is connected to the main body 24.

  The keyboard 21 has various operation keys for the cashier to perform operation input. As operation keys, for example, a numeric key for inputting a numerical value, a cursor key for selecting a predetermined item, a selection decision key, a subtotal key for instructing a total output of products for which sales are registered in a transaction, one key A settlement key for declaring that the transaction is closed and the price is settled is provided. The printer 22 is a printer device that prints paper receipts P, journals, and the like. The display unit 23 is a liquid crystal color display or the like, and displays various information such as the product name, price, total amount of one transaction for which settlement has been declared, and change amount. The display unit 23 includes an operator display for displaying various information for the cashier and a customer display for displaying various information for the customer. A touch sensor panel is attached to the screen of the customer display. Thereby, the POS terminal 1 accepts an operation from the customer by a touch operation on the customer display.

  FIG. 3 is a block diagram showing a configuration of the POS terminal 1. As shown in FIG. 3, the POS terminal 1 includes a control unit 20 that centrally controls various operations and each unit of the POS terminal 1. The control unit 20 includes a CPU (Central Processing Unit), a ROM (Read Only Memory) that stores various programs and data, a RAM (Random Access Memory) that temporarily stores various programs and rewritably stores various data, It is a computer configured by an RTC (Real Time Clock) unit that measures the current date and time. The control unit 20 is connected to a communication I / F 26 (communication interface) via a bus 29, and can communicate with an external device such as the aggregation server 3 connected to the network NT via the communication I / F 26. ing. In addition to the keyboard 21, printer 22, display unit 23, and code scanner 25 described above, a storage unit 27 that stores information and a reading / writing unit 28 are connected to the control unit 20 via a bus 29. ing. As a result, each part can be controlled by the control unit 20, and signals from the keyboard 21, the code scanner 25, the communication I / F 26, and the reading / writing unit 28 can be input to the control unit 20. .

  The storage unit 27 is a storage such as an HDD (Hard Disk Drive), for example, in addition to a program for operating the CPU of the control unit 20, such as customer master data M1 and sales master data M2 acquired by communication with the aggregation server 3 Stores various data. The reading / writing unit 28 performs short-range wireless communication with the mobile terminal 2 and reads / writes information stored in the mobile terminal 2. Specifically, the reading / writing unit 28 reads / writes the IC tag of the mobile terminal 2 by RFID (Radio Frequency IDentification). The recording medium owned by the customer may be a magnetic card or the like in addition to the IC tag of the portable terminal 2, and the reading / writing unit 28 may be a card reader / card writer of a magnetic card.

  FIG. 4 is a block diagram illustrating the configuration of the aggregation server 3. As shown in FIG. 4, the aggregation server 3 includes a control unit 30, a keyboard 31, a printer 32, a display unit 33, a communication I / F 34, and a storage unit 35, and each unit is connected to each other by a bus 36. The control unit 30 centrally controls various operations and each unit of the aggregation server 3. Specifically, the control unit 30 includes a CPU, a ROM that stores various programs and data, a RAM that temporarily stores various programs and stores various data in a rewritable manner, an RTC unit that measures the current date and time, and the like. It is a computer that is configured. The keyboard 31 is an input device that includes numeric keys, character keys, various input keys, and the like, and receives input from an operator. Note that the input device may include a pointing device such as a mouse in addition to the keyboard 31. The printer 32 is a printer device that prints the tabulation results tabulated by batch processing (details will be described later). The display unit 33 is a liquid crystal color display or the like, and displays various types of information such as the above-described total results. The storage unit 35 is a storage such as an HDD, for example, and stores various data such as customer master data M1 and sales master data M2 in addition to a program for operating the CPU of the control unit 30.

  Next, details of the operation of the electronic receipt system 100 will be described. FIG. 5 is a ladder chart showing the operation of the electronic receipt system 100. As shown in FIG. 5, in the POS terminal 1, the control unit 20 performs product sales registration processing (S <b> 1). Specifically, the CPU of the control unit 20 stores a product master file in which product data such as unit price is stored in the storage unit 27 or the like for the product specified by the product code included in the barcode of the product read by the code scanner 25. Sales data is generated based on the read product data (product name and unit price).

  Next, in the POS terminal 1, when the control unit 20 reads the information stored in the portable terminal 2 by the reading / writing unit 28 and receives the notification of the identification information (S 2), the aggregation server via the communication I / F 26. 3 is checked to see if the customer corresponding to the identification information is a customer who needs to print the paper receipt P (S3). The processes in S2 and S3 are processes performed when a customer who has previously registered setting information in the customer master data M1 holds the mobile terminal 2 over the reading / writing unit 28, and the setting information is stored in the customer master data M1. This is not done for customers who are not registered or customers who do not own the mobile terminal 2.

  Next, in the POS terminal 1, the control unit 20 performs tightening processing such as calculation of the total sales amount based on the sales data, acceptance of the deposit amount using the keyboard 21, and calculation of the change amount according to the operation of the settlement key of the keyboard 21. Then, the transaction information including the transaction details described above is notified to the aggregation server 3 (S4). At this time, when the notification of the identification information stored in the portable terminal 2 is received in S2, the identification information is included in the transaction information and notified to the aggregation server 3.

  In the aggregation server 3, the control unit 30 performs sales registration for registering the transaction content included in the transaction information notified from the POS terminal 1 in the sales master data M2 (S5). Specifically, the transaction serial number, the name of the product for which the transaction was made, its price and number, the total amount of one transaction, the deposit amount, the change amount, etc. are registered in the sales master data M2 as the contents of one transaction. If the transaction information includes identification information, the identification information is included in the content of one transaction registered in the sales master data M2. Thereby, in the totaling server 3, the transaction content of the customer with the identification information can be acquired by referring to the sales master data M2 based on the identification information.

  In the POS terminal 1, under the control of the control unit 20, after the closing process of S4, a transaction output of one transaction that has been subjected to the closing process is output on the paper receipt P by the printer 22 (S6). . In S6, when the notification of the identification information stored in the portable terminal 2 in S2 is received and the customer corresponding to the identification information is a customer that does not need to print the paper receipt P, the printing of the paper receipt P is performed. Without performing the transaction, the reading / writing unit 28 notifies the portable terminal 2 of the transaction serial number indicating the contents of one transaction, and stores the transaction history (S7). In step S7, the transaction history is stored in step S6. In S6, a guide display for prompting the portable terminal 2 to be held over the reading / writing unit 28 is displayed on the display for the customer of the display unit 23. It is performed when the user holds the reading / writing unit 28.

  In the counting server 3, the control unit 30 performs batch processing for counting sales registered in the sales master data M2 at a predetermined timing set in advance (S8). The timing of performing this batch processing may be the time when the business of the day is finished, the time of the monthly inventory, the time of sales registration for one transaction in S5, and the like, and is not particularly limited. In the tabulation of sales by batch processing, the total sales amount registered in the sales master data M2, the sales amount and sales number for each product, and the transactions for each customer registered in the customer master data M1 are tabulated.

  In addition, in totaling transactions for each customer, customer IDs (identification information) registered in the customer master data M1 are sequentially read out, and transactions with the read customer IDs are totaled with reference to the sales master data M2, Generate transaction details for each customer. Specifically, in addition to the transaction details of each transaction with a matching customer ID, the total transaction amount (total sales amount) of each transaction content, the transaction amount (sales amount) for each product (for each product item), and for each product item Information including at least one of the information obtained by counting the number of transactions (sales number) is generated as the transaction details. For example, when batch processing is performed at the end of a day's business or at the time of a monthly inventory, in addition to the transaction contents of each transaction performed during the day or month, The total transaction amount, the transaction amount for each product, the number of transactions, and the like are generated as transaction details. Further, when batch processing is performed at the time when sales registration for one transaction is performed, the transaction content for the one transaction is generated as the transaction details. The product items may be items that are finely divided for each product name, but may be large items such as product fields such as meat and vegetables, and are not particularly limited.

  Under the control of the control unit 30, the tabulation server 3 needs to print the paper receipt P with the receipt necessity information in the transaction details for each customer generated by the batch processing after the batch processing in S8. The transaction details of the customer who will not be delivered to the delivery destination set in the delivery destination information (S9). Thereby, the customer who does not need the paper receipt P can confirm the transaction contents without using the paper receipt P by displaying the distributed transaction details on the display of the home terminal 4 (S10). . In addition, when transaction details are generated by batch processing at the end of a day's business or at the time of monthly inventory, the customer must The transaction amount, the number of transactions, and the like can be confirmed, and the transaction tendency of a predetermined period can be known without the user himself / herself collecting the contents of the paper receipt P. Conversely, for customers who require paper receipts P, the paper receipts P showing the transaction details will be output in S6. As described above, in the electronic receipt system 100, the output of the receipt converted into electronic information for each customer or the output of the paper receipt P can be used properly.

  Next, a case where the paper receipt P is not printed when the closing process of one transaction is not performed and the paper receipt P is necessary later will be described. In such a case, the customer holds the portable terminal 2 storing the transaction history over the reading / writing unit 28 of the POS terminal 1 and causes the POS terminal 1 to read the transaction history of the portable terminal 2, thereby making a paper receipt. P is printed. FIG. 6 is a ladder chart showing the operation when the paper receipt P is output later.

  As shown in FIG. 6, the POS terminal 1 reads information stored in the mobile terminal 2 from the mobile terminal 2 held by the customer over the reading / writing unit 28 under the control of the control unit 20. A notification of identification information / transaction history (S20) is received. Next, in the POS terminal 1, under the control of the control unit 20, based on the received identification information and transaction history, customer master data M1 and sales master stored in the aggregation server 3 via the communication I / F 26 With reference to the data M2 (S21), the transaction history of the customer related to the identification information is acquired. Specifically, from the information stored in the customer master data M1 and sales master data M2, the customer transaction history corresponding to the customer ID as identification information and the transaction serial number included in the transaction history is acquired. To do.

  Next, in the POS terminal 1, under the control of the control unit 20, the transaction content history acquired in S22 is displayed in a list on the customer display of the display unit 23 (S22), and the selection of the transaction to be printed is performed by a touch sensor. Accepted from a panel or the like (S23).

  FIG. 7 is a diagram illustrating the display of a transaction list. More specifically, FIG. 7 is a diagram illustrating the transaction list displayed on the customer display of the display unit 23 in S23. As shown in FIG. 7, in S <b> 23, a list of transactions corresponding to the identification information read from the mobile terminal 2 is displayed on the customer display of the display unit 23. Each transaction displayed in the list can be selected to be printed or not by touching the check box G1. In S23, a transaction whose check box G1 is checked by a touch operation of the print icon G2 is selected as a transaction to be printed.

  Next, in the POS terminal 1, under the control of the control unit 20, the transaction output of the transaction selected in S23 is output as a receipt to be printed on the paper receipt P by the printer 22 (S24). Thereby, the customer acquires only the necessary paper receipt P later by selecting the transaction to be printed from the transaction list displayed by causing the POS terminal 1 to read the transaction history of the mobile terminal 2. be able to.

  The present invention is not limited to the above embodiment, and various other embodiments can be adopted without departing from the gist of the present invention. For example, in the above embodiment, various programs are stored in the storage units 27 and 35, but the present invention is not limited to this. The program executed in the above embodiment is stored in a computer-readable storage medium such as a CD-ROM, a flexible disk (FD), a CD-R, or a DVD in an installable or executable file. May be provided. In addition, the program executed in the above embodiment may be configured to be provided by being stored on a computer connected to a network such as the Internet and downloaded via the network. The program executed in the above embodiment may be configured to be provided or distributed via a network such as the Internet.

  Moreover, although the said embodiment demonstrated the example which applied the terminal device to the POS terminal 1, it is not restricted to this. For example, the terminal device may be applied to an ECR (Electric Cash Register) or a self-checkout device operated by a customer.

100 Electronic Receipt System 1 POS Terminal 2 Mobile Terminal 3 Total Server 4 Home Terminal NT Network G1 Check Box G2 Print Icon M1 Customer Master Data M2 Sales Master Data P Paper Receipt

JP 2008-242675 A

The present invention relates to an aggregation server and a program .

The present invention has been made in view of the above, and it is an object of the present invention to provide an aggregation server and a program that can selectively use the output of a receipt converted into electronic information for each customer or the output of a paper receipt. To do.

In order to solve the above-described problems and achieve the object, the present invention includes a receiving unit that receives notification of settlement information including settled transaction contents and identification information for identifying a customer related to the settlement, Preset for each customer indicated by the identification information based on the identification information included in the stored payment information at a predetermined timing with the storage means for storing the payment information received by the reception means in the storage unit The receipt details indicating whether or not the output of the received paper receipt is necessary, the transaction details within a predetermined period for the customers whose reference results do not require the output of the paper receipt are aggregated, and the aggregated transaction details Distribution means for distributing the data to a data distribution destination set in advance for the customer.

Exemplary embodiments of a totaling server and a program according to the present invention will be described below in detail with reference to the accompanying drawings.

Claims (4)

An electronic receipt system having a terminal device that notifies payment information indicating transaction details that have been settled, and a totaling server that stores the payment information notified by the terminal device and totals sales based on the payment information There,
The terminal device
Reading means for reading identification information for identifying a customer from a recording medium;
Notification means for including the identification information read by the reading means in the payment information;
Based on the identification information read by the reading means, reference is made to receipt necessity information indicating the necessity of outputting a paper receipt for each customer indicated by the identification information, and the referred result is output of the paper receipt. A receipt output means for printing the payment information on a paper receipt, and when the referred result does not require the output of a paper receipt, the receipt output means for not printing the paper receipt;
With
The aggregation server is
A predetermined period for a customer who refers to the receipt necessity information based on the identification information included in the stored payment information at a preset timing, and for which the reference result does not require the output of a paper receipt. The electronic receipt system is characterized by comprising distribution means for totaling the transaction details within and distributing the totaled transaction details to a data distribution destination preset for the customer.   Based on the identification information included in the payment information, the distribution means is aggregated for each customer, among the settled transaction details, the total transaction amount, the transaction amount for each product item, and the number of transactions for each product item, The electronic receipt system according to claim 1, wherein a transaction statement including at least one is distributed. The terminal device
When the receipt output means does not print the paper receipt, it further comprises a writing means for writing transaction history indicating settlement information of a transaction not to be printed on the recording medium,
The reading means reads the transaction history written in the recording medium,
The electronic receipt system according to claim 1 or 2, wherein the receipt output unit prints settlement information included in the read transaction history on the paper receipt. The terminal device
Display means for displaying a list of transaction histories read by the reading means;
Selecting means for accepting selection of settlement information from the transaction history displayed in the list, further comprising:
4. The electronic receipt system according to claim 3, wherein the receipt output means prints the selected settlement information on the paper receipt.

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