JP2021149946A - Sales data processing device, sales data processing method and sales data processing program - Google Patents

Abstract

To provide a sales data processing device, a sales data processing method and a sales data processing program which precisely analyze sales.SOLUTION: A sales data processing device 100 comprises: a first calculation unit which calculates a value of a ratio of a total sales amount of one sales subject to the sum of total sales amounts of all of sales subjects for each sales subject on the basis of sales result data; a second calculation unit which calculates a proportional division amount for each sales subject for each adjustment item by proportionally dividing an occurrence sum of each adjustment item into each sales subject in accordance with the value of the ratio of each sales subject calculated by the first calculation means on the basis of adjustment item data, and a third calculation unit which calculates a sales amount considering the occurrence sum of all the adjustment items for each sales subject by subtracting the total of proportional division amounts for each sales subject of all the adjustment items calculated by the second calculation means from the total sales amount of each sales subject held in the sales result data.SELECTED DRAWING: Figure 1

Description

The present invention relates to a sales data processing apparatus, a sales data processing method, and a sales data processing program.

For example, in the restaurant industry, which implements various discount measures, the apportionment process of discounts is performed manually.

In Patent Document 1, "POS server 11 excludes sales amount (so to speak, expenses) for each store (tenant) by calculating a calculation formula (sales amount = total sales amount-fixed cost-total variable cost). Calculate the net sales amount) ”(see paragraph 0023).

Japanese Unexamined Patent Publication No. 2010-21834

However, as the number of discount types increased due to the increase in electronic payments and the number of sales types increased due to business expansion, the amount of work increased, and there were cases where settlement processing was delayed and numerical values were calculated incorrectly. Therefore, there is a problem that it is difficult to perform a precise sales analysis.

The present invention has been made in view of the above, and is a sales data processing capable of performing a precise sales analysis by, for example, apportioning an adjustment amount such as a discount amount according to a sales item. It is an object of the present invention to provide an apparatus, a sales data processing method, and a sales data processing program.

In order to solve the above-mentioned problems and achieve the object, the sales data processing device according to the present invention is a sales data processing device including a control unit, and is a total of sales items according to a predetermined cut in sales analysis. It is possible to access the sales record data that holds the sales and the adjustment item data that holds the amount generated for each adjustment item that is deducted in the sales analysis, and the control unit is based on the sales record data. The first calculation method for calculating the ratio of the ratio of the total sales of one sales item to the total sales of the sales items for each sales item, and the amount generated for each adjustment item based on the adjustment item data, the first (1) The second calculation means that calculates the apportioned amount for each sales item for each adjustment item by apportioning to each sales item according to the value of the ratio of each sales item calculated by the calculation means, and each of the sales performance data held. By subtracting the total of the apportioned amount for each sales item of all adjustment items calculated by the second calculation method from the total sales of sales items, the sales considering the generated amount of all adjustment items are calculated for each sales item. It is characterized in that it is provided with a third calculation means.

In addition, the sales data processing method according to the present invention retains sales performance data that holds total sales by sales item according to a predetermined cut in sales analysis, and the amount generated for each adjustment item that is deducted in sales analysis. This is a sales data processing method executed by an information processing device provided with a control unit that can access the adjustment item data to be performed, and is based on the sales record data executed by the control unit, and is used for all sales items. The first calculation step for calculating the ratio of the ratio of the total sales of one sales item to the total sales for each sales item, and the first calculation step for calculating the amount of each adjustment item generated based on the adjustment item data. The second calculation step to calculate the apportioned amount for each sales item for each adjustment item by apportioning to each sales item according to the value of the ratio of each sales item calculated in step 1 and for each sales item held by the sales record data. The third calculation to calculate the sales considering the generated amount of all adjustment items by sales item by subtracting the total of the apportioned amount of all adjustment items by sales item calculated in the second calculation step from the total sales. It is characterized by including, and.

In addition, the sales data processing program according to the present invention holds sales performance data that holds total sales by sales item according to a predetermined cut in sales analysis, and the amount generated for each adjustment item that is deducted in sales analysis. A sales data processing program for executing an information processing device provided with a control unit that can access the adjustment item data to be performed, and total sales based on the sales record data to be executed by the control unit. The first calculation step of calculating the value of the ratio of the total sales of one sales item to the total sales of the items for each sales item, and the amount of money generated for each adjustment item based on the adjustment item data, the first The second calculation step to calculate the apportioned amount for each sales item for each adjustment item by apportioning to each sales item according to the value of the ratio of each sales item calculated in the calculation step, and each sales held by the sales record data. By subtracting the total of the apportioned amount for each sales item of all adjustment items calculated in the second calculation step from the total sales of the item, the sales considering the generated amount of all adjustment items are calculated for each sales item. It is characterized by including (3) calculation steps.

According to the present invention, for example, by performing an apportionment process of an adjustment amount such as a discount amount according to the amount of each sales item, it is possible to perform a precise analysis of sales.

FIG. 1 is a block diagram showing an example of the configuration of the sales data processing device 100. FIG. 2 is a diagram showing an example of a processing flow executed by the sales data processing device 100. FIG. 3 is a diagram showing an example of the four arithmetic operation subject master maintenance screen. FIG. 4 is a diagram showing an example of an arithmetic operation subject master maintenance screen and the like. FIG. 5 is a diagram showing an implementation example of the present embodiment.

Embodiments of the present invention will be described in detail with reference to the drawings. The present invention is not limited to the present embodiment. In particular, the present embodiment is intended to be used in the restaurant business, specifically, the restaurant business that implements various discount measures, but the present invention is not limited to the use in the restaurant business. ..

[1. Configuration / Processing]
An example of the configuration of the sales data processing device 100 and the processing executed by the sales data processing device 100 according to the present embodiment will be described with reference to FIG. 1 and the like. FIG. 1 is a block diagram showing an example of the configuration of the sales data processing device. FIG. 2 is a diagram showing an example of a processing flow executed by the sales data processing device 100.

The sales data processing device 100 is a commercially available desktop personal computer. The sales data processing device 100 is not limited to a stationary information processing device such as a desktop personal computer, but is a portable personal computer, a PDA (Personal Digital Assistants), a smartphone, a tablet personal computer, or the like on the market. It may be a type information processing device.

The sales data processing device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each part of the sales data processing device 100 is communicably connected via an arbitrary communication path.

The communication interface unit 104 connects the sales data processing device 100 to the network 300 so as to be communicable via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with another device via a communication line. Here, the network 300 has a function of connecting the sales data processing device 100 and the server 200 so as to be able to communicate with each other, and is, for example, the Internet, a LAN (Local Area Network), or the like. The data stored in the storage unit 106 may be stored in the server 200, for example.

An input device 112 and an output device 114 are connected to the input / output interface unit 108. As the output device 114, a speaker or a printer can be used in addition to a monitor (including a home television). As the input device 112, in addition to a keyboard, a mouse, and a microphone, a monitor that cooperates with the mouse to realize a pointing device function can be used. In the following, the output device 114 may be referred to as a monitor 114, and the input device 112 may be referred to as a keyboard 112 or a mouse 112.

Various databases, tables, files, and the like are stored in the storage unit 106. In the storage unit 106, a computer program for giving an instruction to a CPU (Central Processing Unit) in cooperation with an OS (Operating System) to perform various processes is recorded. As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, or the like can be used.

For example, the four arithmetic operations master 106a, the sales record data 106b, the adjustment item data 106c, and the like are stored in the storage unit 106.

As shown in FIG. 2, for example, a calculation formula for calculating the configuration ratio described later is set in the four arithmetic operations master 106a. In the four arithmetic operations master 106a shown in FIG. 2, the column of the item "subject name 1" corresponds to the numerator of the calculation formula, and the column of the item "subject name 2" corresponds to the denominator of the calculation formula. Further, the four arithmetic operations master 106a can be maintained by using the master maintenance screens MA and MB shown in FIGS. 3 and 4. For example, the formula for calculating the composition ratio related to the item "sales (cooking)" can be maintained on the master maintenance screen MB. Then, for example, by setting the calculation formula shown on the master maintenance screen MB, for example, the calculation result MC of the composition ratio can be obtained. As shown in FIG. 4, when two or more items (particularly three or more items) are used in the calculation, the settings can be divided in the calculation order. Further, the four arithmetic operations master 106a may be set by, for example, a management accounting system (application software).

As shown in FIG. 2, for example, the sales record data 106b is a sales item according to a predetermined cut in sales analysis (for example, in the case of the restaurant business, for example, “cooking”, “beverage”, “MCD (Marketing Commercial Distribution)”, etc.). Hold another total sales. The sales record data 106b may be related to the total sales collected by being linked by various systems (application software), for example.

The adjustment item data 106c is, for example, as shown in FIG. 2, an adjustment item deducted in sales analysis (for example, in a restaurant business (specifically, a store or an EC (Electronic Commerce) site) that implements various discount measures. In the case of a restaurant business that discounts sales, for example, "employee discount", "discount", "tasting", "sales promotion", "loss", "sample", etc.) The adjustment item data 106c may be related to, for example, a discount amount collected by being linked by various systems (application software).

The control unit 102 is a CPU or the like that collectively controls the sales data processing device 100. The control unit 102 has an internal memory for storing a control program such as an OS, a program that defines various processing procedures, required data, and the like, and performs various information processing based on these stored programs. Run.

The control unit 102 functionally includes a first calculation unit 102a, a second calculation unit 102b, a third calculation unit 102c, and the like.

The first calculation unit 102a calculates the value of the ratio of the total sales of one sales item to the total sales of all sales items for each sales item based on the sales performance data 106b. Specifically, the first calculation unit 102a calculates the composition ratio for each sales item according to the calculation formula set in the four arithmetic operations master 106a based on the sales record data 106b. For a specific calculation example, refer to Process 1 shown in FIG.

The second calculation unit 102b prorates the amount of money generated for each adjustment item to each sales item based on the adjustment item data 106c according to the ratio value of each sales item calculated by the first calculation unit 102a. Calculate the apportioned amount for each sales item. Specifically, the second calculation unit 102b divides the amount of money generated for each adjustment item into each sales item based on the adjustment item data 106c according to the composition ratio of each sales item calculated by the first calculation unit 102a. To calculate the apportioned amount for each sales item for each adjustment item. For a specific calculation example, refer to Process 2 shown in FIG.

The third calculation unit 102c makes all adjustments by subtracting the total of the apportioned amounts of all adjustment items calculated by the second calculation unit 102b for each sales item from the total sales of each sales item held by the sales record data 106b. Calculate sales by sales item considering the amount of money generated for the item. For a specific calculation example, refer to Process 3 shown in FIG.

As described above, according to this embodiment, in the restaurant business that implements various discount measures, the discount amount generated in the sales recording at stores and EC sites is apportioned according to the total sales items, so that detailed sales analysis can be performed. It became possible to do. Specifically, first, sales are recorded in the over-the-counter POS (Point Of Sale) system, etc., and discount details are recorded (* Supplement: At this stage, it is not possible to determine which sales the discount details are for). Next, by apportioning the discount details according to the number of sales items recorded by segment as of the end of the month, it became possible to perform a detailed sales analysis.

The processes executed by the first calculation unit 102a, the second calculation unit 102b, and the third calculation unit 102c in the present embodiment may be implemented in the system configuration shown in FIG. Specifically, in the case of implementation in the system configuration shown in FIG. 5, (1) the first calculation unit 102a calculates the composition ratio from the sales performance data for each subject based on the four-rule calculation master, and (2). The second calculation unit 102b calculates the apportioned amount of adjustment items such as discounts based on the calculated composition ratio, and (3) the third calculation unit 102c calculates the apportioned amount for each sales item. By outputting in a format that can be imported into the accounting system (application software) and importing the data, it may be possible to confirm the sales amount including the amount generated for each adjustment item. Here, in FIG. 5, the sales management data is managed by the sales management system (application software), and the accounting data is managed by the financial accounting system (application software), and is group-managed. Accounting data is managed by the group management accounting system (application software). Further, in FIG. 5, the notation "acceptance of external purchase data" refers to the function of the financial accounting system (application software) for creating necessary adjustment journals and returning them to the financial accounting side, and is "general purpose". The notation "Excel output or standard form data" and the notation "Four rules calculation processing" refer to the functions of the group management accounting system (application software).

[2. Contribution to the United Nations-led Sustainable Development Goals (SDGs)]
Since this embodiment can contribute to improving operational efficiency and promoting appropriate management decisions of the company, it is possible to contribute to the goals 8 and 9 of the SDGs.

In addition, the present embodiment can contribute to the reduction of waste loss and the promotion of paperless and computerization, and thus can contribute to the goals 12, 13 and 15 of the SDGs.

In addition, since this embodiment can contribute to the strengthening of control and governance, it is possible to contribute to the goal 16 of the SDGs.

[3. Other embodiments]
In addition to the above-described embodiments, the present invention may be implemented in various different embodiments within the scope of the technical ideas described in the claims.

For example, of each of the processes described in the embodiments, all or part of the processes described as being automatically performed may be manually performed, or all of the processes described as being performed manually. Alternatively, a part thereof can be automatically performed by a known method.

In addition, the processing procedure, control procedure, specific name, information including parameters such as registration data and search conditions of each processing, screen examples, and database configuration shown in the present specification and drawings are not specified unless otherwise specified. Can be changed arbitrarily.

Further, with respect to the sales data processing device 100, each component shown in the figure is a functional concept and does not necessarily have to be physically configured as shown in the figure.

For example, with respect to the processing functions included in the sales data processing device 100, particularly each processing function performed by the control unit, all or any part thereof is realized by the CPU and a program interpreted and executed by the CPU. It may be realized as hardware by wired logic. The program is recorded on a non-temporary computer-readable recording medium including a programmed instruction for causing the information processing apparatus to execute the processing described in the present embodiment, and sales data processing is performed as necessary. It is read mechanically by the device 100. That is, a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or an HDD (Hard Disk Drive). This computer program is executed by being loaded into RAM, and cooperates with a CPU to form a control unit.

Further, this computer program may be stored in an application program server connected to the sales data processing device 100 via an arbitrary network, and all or a part thereof can be downloaded as needed. Is.

Further, the program for executing the process described in the present embodiment may be stored in a non-temporary computer-readable recording medium, or may be configured as a program product. Here, the "recording medium" includes a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), and an EEPROM (registration). Trademarks) (Electrically Erasable and Programmable Read Only Memory), CD-ROM (Compact Disk Read Only Memory), MO (Magnet-Optical Disk), MO (Magnet-Optical Disk), MO (Magnet-Optical Disc), DVD (Digital), DVD (Digital) It shall include any "portable physical medium".

The "program" is a data processing method described in any language or description method, regardless of the format such as source code or binary code. The "program" is not necessarily limited to a single program, but is distributed as a plurality of modules or libraries, or cooperates with a separate program represented by the OS to achieve its function. Including things. A well-known configuration or procedure can be used for a specific configuration and reading procedure for reading the recording medium in each device shown in the embodiment, an installation procedure after reading, and the like.

Various databases and the like stored in the storage unit are memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and storage means such as optical disks, and are used for various processes and website provision. Stores programs, tables, databases, files for web pages, etc.

Further, the sales data processing device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which an arbitrary peripheral device is connected. Further, the sales data processing device 100 may be realized by mounting software (including a program or data) that realizes the processing described in the present embodiment on the device.

Further, the specific form of distribution / integration of the device is not limited to the one shown in the drawing, and all or a part thereof may be functionally or physically in an arbitrary unit according to various additions or functional loads. It can be distributed and integrated. That is, the above-described embodiments may be arbitrarily combined and implemented, or the embodiments may be selectively implemented.

The present invention is particularly useful in the retail industry, service industry, and the like in which stores are developed.

100 Sales data processing device 102 Control unit 102a First calculation unit 102b Second calculation unit 102c Third calculation unit 104 Communication interface unit 106 Storage unit
106a Four arithmetic operations master
106b Sales performance data
106c Adjustment item data 108 Input / output interface unit 112 Input device 114 Output device 200 Server 300 Network

Claims (3)

A sales data processing device equipped with a control unit
Sales performance data that holds total sales by sales item according to a predetermined cut in sales analysis,
Adjustment item data that holds the amount of money generated for each adjustment item that is deducted in sales analysis,
Is accessible to
The control unit
Based on the sales performance data, the first calculation method for calculating the ratio of the total sales of one sales item to the total sales of all sales items for each sales item,
Based on the adjustment item data, the amount of money generated for each adjustment item is apportioned to each sales item according to the ratio value of each sales item calculated by the first calculation means, so that each adjustment item is apportioned by sales item. A second calculation method for calculating the amount of money,
The amount generated for all adjustment items was taken into consideration by subtracting the total of the apportioned amounts for each sales item of all adjustment items calculated by the second calculation means from the total sales of each sales item held by the sales record data. A third calculation method for calculating sales by sales item,
To prepare
A sales data processing device characterized by. Control that can access and control the sales performance data that holds the total sales by sales item according to a predetermined cut in the sales analysis and the adjustment item data that holds the amount generated for each adjustment item that is deducted in the sales analysis. It is a sales data processing method executed by an information processing device equipped with a unit.
Executed by the control unit,
Based on the sales performance data, the first calculation step to calculate the ratio of the total sales of one sales item to the total sales of all sales items for each sales item,
Based on the adjustment item data, the amount generated for each adjustment item is apportioned to each sales item according to the ratio value of each sales item calculated in the first calculation step, so that each adjustment item is apportioned by sales item. The second calculation step to calculate the amount and
The amount generated for all adjustment items was taken into consideration by subtracting the total of the apportioned amounts for each sales item of all adjustment items calculated in the second calculation step from the total sales of each sales item held by the sales record data. The third calculation step to calculate sales by sales item,
Including,
A sales data processing method characterized by. Control that can access and control the sales performance data that holds the total sales by sales item according to a predetermined cut in the sales analysis and the adjustment item data that holds the amount generated for each adjustment item that is deducted in the sales analysis. It is a sales data processing program to be executed by an information processing device equipped with a unit.
To make the control unit execute
Based on the sales performance data, the first calculation step to calculate the ratio of the total sales of one sales item to the total sales of all sales items for each sales item,
Based on the adjustment item data, the amount generated for each adjustment item is apportioned to each sales item according to the ratio value of each sales item calculated in the first calculation step, so that each adjustment item is apportioned by sales item. The second calculation step to calculate the amount and
The amount generated for all adjustment items was taken into consideration by subtracting the total of the apportioned amounts for each sales item of all adjustment items calculated in the second calculation step from the total sales of each sales item held by the sales record data. The third calculation step to calculate sales by sales item,
Including,
A sales data processing program featuring.

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