JP3148224U - Customer ledger paper - Google Patents

Abstract

[PROBLEMS] To prevent a customer from leaking important personal information such as a customer's address and telephone number, and to quickly know a customer's past purchase history and to respond quickly to the customer. Provide customer ledger paper. A customer ledger sheet according to the present invention includes a customer code field in which a customer ID number for deriving the customer attribute information from a server having a database in which customer attribute information is stored is described in a barcode, The customer name field with the name of the customer and the purchase history field for describing the purchase information of the customer are provided, and there is no customer attribute description field for describing the attribute information for accessing the customer. Even if the customer attribute description column is present, the attribute information for accessing the customer is not described. [Selection] Figure 1

Description

  The present invention relates to customer ledger paper.

Conventionally, a customer ledger sheet has a customer name column, a gender distinction column, a date of birth column, an address column, a contact column, a purchase history column, and the like. Since such customer ledger sheet is placed in the vicinity of the POS in the store, it is always subject to the risk of theft, and as a result of the theft, personal information is leaked.
By the way, in terms of the leakage of personal information, the biggest problem is the name list.
In general, a directory is created in a form where personal information (attribute information) of a target person (students, employees, etc.) is posted on a paper medium by an organization such as a school or a company. It is distributed as information.

  However, a conventional name list in the form of a paper medium is easily databaseed by a name list vendor who is not qualified for name list browsing because of its portability and copyability. Further, the conventional name list in the form of a paper medium merely shows the personal information at the time of printing the name list as the content because of the fixability of the information, and real-time personal information at the time of browsing cannot be obtained.

For example, in the case of an alumni list issued every other year, it is not known whether the personal information obtained by browsing is the same as the real-time personal information at the present time. Even if a telephone number is changed due to a move or a high-speed line contract after issuance of a list (or just before issuance), the list medium does not have a function to automatically update information. This is because there is no inquiry function. Therefore, a situation occurs in which it is only possible to recognize that the data is old data of up to two years ago due to telephone disconnection.

Further, in a conventional name list in the form of a paper medium, even if the qualifications of students and employees are lost due to graduation or retirement, the corresponding personal information does not automatically disappear from the name list medium. As a result, even though “holding the name list” does not guarantee the right to view the information at that time, the state is still viewable for students and employees who have lost their qualifications.

That is, it is impossible for a person who is allowed to obtain information to obtain information at the present time with a directory medium that has been printed in the past and information is fixed. Originally, the access qualification for the constantly updated database should be confirmed each time so that only authorized persons can make inquiries to obtain information. In addition, although it is necessary to take some measures so that the name list cannot be sold or copied, the current name list medium cannot. As described above, the conventional name list in the form of a paper medium has a defect in information management in both the medium itself and its browsing.

Therefore, Japanese Patent Application Laid-Open No. 2003-288345 has proposed a name list system in which only those who are qualified to obtain information can obtain current real-time personal information.

Japanese Laid-Open Patent Publication No. 2003-288345 includes a name list medium in which names and ID codes of a plurality of persons are described, a server having a database including attribute information of the plurality of persons, and an ID code from the name list medium. And an information terminal device for reading and transmitting the information to the server, wherein the server is an ID code transmitted from the information terminal device and a device unique to the information terminal device transmitted from the information terminal device In response to the code, the attribute information of the person corresponding to the ID code is transmitted to the information terminal device.
JP 2003-288345 A

  However, when this system is applied to a customer ledger, the customer's past purchase history will not be written on the customer ledger paper, so to know the purchase history, the server must be accessed one by one, and the customer at the store There is a problem that it is not possible to respond quickly.

  Therefore, the present invention does not leak important personal information such as the customer's address and telephone number even if it is stolen, while it can quickly know the customer's past purchase history and can respond quickly to the customer. The purpose is to provide customer ledger sheets that can be made available.

The above object is achieved by a customer ledger sheet having the following configurations (1) to (18) according to the present invention.
(1) A customer code field in which a customer ID number for deriving the customer attribute information from a server having a database in which customer attribute information is stored is described in a barcode, and a customer name field in which a customer name is described And a purchase history column for describing the purchase information of the customer, and there is no customer attribute description column for describing the attribute information for accessing the customer, or there is the customer attribute description column However, the customer ledger sheet is characterized in that attribute information for accessing this customer is not described.
(2) The customer ledger sheet according to (1), further including a customer information column for describing a customer's favorite brand, hobby, and the like.
(3) The customer ledger sheet according to (1) or (2), further including a guide entry column for storing postcards such as guidance, thank-you, and direct mail.
(4) The customer ledger sheet according to any one of (1) to (3), further including a telephone guidance / memo description column for describing telephone guidance and other notes.
(5) The customer ledger sheet according to any one of the above (1) to (4), further comprising a size chart column describing sizes of jackets, pants, shirts and the like.
(6) Any one of the above (1) to (5), which describes whether or not a credit card is held, or is further provided with a credit card presence / absence display field written as presence / absence and for checking it Customer ledger paper as described in.
(7) When the customer is a credit card holder and the credit card is a company card, the ID number is a number different from the credit card number. Customer ledger paper listed.
(8) The customer ledger sheet according to any one of the above (1) to (7), wherein only the customer code column and the customer name column are provided on one side of the paper and the other column is provided on the other side.
(9) The customer code field and the customer name field are printed on a sticker, and are formed by sticking the sticker on paper, as described in any one of (1) to (8) above Customer ledger paper.
(10) The customer ledger sheet according to any one of the above (1) to (9), wherein the customer name described in the customer name column is any one of katakana, hiragana, kanji, and alphabet.
(11) The customer attribute information stored in the database includes the customer's name, address, sex, phone number, fax number, e-mail address, and purchase history (1) to (10) Customer ledger paper as described in any of the above.
(12) If the customer is a credit card holder, the customer attribute information stored in the database further includes a credit card number, a password, and a credit card balance. Customer ledger paper listed.
(13) If the customer is a credit card holder, the customer attribute information stored in the database further includes a credit card expiration date, as set forth in (11) or (12) Ledger paper.
(14) When the customer is a point card holder, the customer attribute information stored in the database further includes the card number of the point card, the current point and the accumulated points. 13) The customer ledger sheet according to any one of
(15) The customer ledger sheet according to (14), wherein the customer attribute information further includes an expiration date of the point card when the customer is a point card holder.
(16) The customer attribute information stored in the database further includes at least one of the contents described in the columns according to claims 2 to 6. Customer ledger paper listed.
(17) The above-mentioned items (1) to (16), further including a customer service description column for describing the customer service details such as the reason for purchase of the product, the preference, and the topic, which can be known when the customer visits the store. Customer ledger paper listed in any of the above.
(18) The customer ledger sheet according to any one of (11) to (17), wherein the customer attribute information stored in the database further includes the contents of customer service described in claim 17.

  The customer ledger sheet of the present invention has the structure as described above, so that even if it is stolen, the customer's address, telephone number, fax number, etc. will not be leaked, and the customer's personal information will be securely protected. In addition, since the customer's past purchase history is written on the customer ledger sheet, there is an advantage that a quick response to the customer at the store can be performed.

Hereinafter, a customer ledger sheet according to an embodiment of the present invention will be described with reference to the accompanying drawings.
FIG. 1 is a plan view of a customer ledger sheet 10 according to an embodiment of the present invention.

The customer ledger sheet 10 has a customer code column 12 in which a customer ID number for deriving the customer attribute information from a backbone server (to be described later) having a database in which customer attribute information is stored is described in a barcode. , A customer name column 14 in which the name of the customer is described, and a purchase history column 16 for describing purchase information of the product / service of the customer are provided. In this customer ledger sheet 10, even if there is no customer attribute description column for describing the attribute information for accessing the customer, or there is the customer attribute description column, the attribute information for accessing this customer Is not listed. For this reason, even if the customer ledger sheet 10 is stolen, the customer cannot be accessed, so there is no concern that the customer will encounter a transfer fraud that is a problem due to theft.

The customer ledger sheet 10 preferably further includes a customer information column 18 for describing a customer's favorite brand, hobbies and the like. The contents described in the customer information column 18 are a part of customer attributes. By recording customer's favorite brands and hobbies, it can be used as a trigger for conversations during customer service and can be used to recommend products that meet customer needs.

The customer ledger sheet 10 preferably further includes a guide description column 20 for storing information such as guidance, postcards such as thanks, and direct mail (DM). By recording the status of shipments to customers, you can prevent shipping doubles. In addition, the effect of the DM can be verified based on whether the customer who issued the DM visited the store again.

The above-mentioned guidance description column 20 is a Thanks DM column 20a for describing the date of shipment of the thank-you guide for the visit, an after-follow DM column 20b for describing the date of shipment of the thanks for the visit, and holding of the event It is preferable to include an event DM column 20c for notification. By knowing which DM was sent when, you can prevent sending the same DM many times. It is also possible to verify the effect such as which DM led to the store again.

The customer ledger sheet 10 preferably further includes a telephone guidance / memo description column 22 for describing telephone guidance and other memos. With this record, you can understand the status of the aporoche, approach until you get in touch, and understand your reaction. In addition, the effect of the DM can be verified based on whether or not the customer who gave the guidance visits the store again.

The customer ledger sheet 10 preferably further includes a size chart column 24 in which the sizes of jackets, pants, shirts and the like are described. By notifying the customer of the previous recorded size, the customer can confirm whether the same size is acceptable when visiting the store. In addition, if the same size is acceptable, the time and labor of measuring each visit can be saved.

The customer ledger sheet 10 is provided with a credit card presence / absence display field 26 for indicating whether or not a credit card (especially a company card) is held or for checking whether it is present or not. Is preferred. If you own a company card, you can also update the customer database with your company card change information, so you can save the trouble of entering the information again. In addition, it is possible to prevent double-blurring with DM shipment based on card data.

When the customer is a credit card holder and the credit card is a company card, the ID number is preferably a number different from the credit card number. When the customer ledger sheet 10 is stolen, the card number is known and can be prevented from being used illegally.

In the customer ledger sheet 10, as shown in FIG. 1, the customer code column 12, the customer name column 14, the purchase history description column 16, and other columns may be on one side of the customer ledger sheet 10. As shown in 1 (A) and (B), only the customer code column 12 and the customer name column 14 are provided on one side (front side) of the customer ledger sheet 10, and the other column is provided on the other side (back side). May be. Which one to select depends on the preference of the store or shop.

It is preferable that the customer code column 12 and the customer name column 14 are printed on the sticker S and are formed by sticking the sticker on paper. Therefore, it is preferable that this seal has an adhesive layer on the back surface and a release paper is pasted thereon. This is because handling is easy. Of course, all the columns may be printed on a single piece of paper as customer ledger paper 10.

It is preferable that the customer name described in the customer name column 14 is any one of katakana, hiragana, kanji, and alphabet. Of these, katakana, hiragana and alphabet are preferable. This is because it becomes more difficult to identify individuals.

It is preferable that the customer ledger sheet 10 further includes a customer service content description column 28 for describing customer service details such as the reason for purchase of products, preferences, and topics, which can be known when the customer actually visits the store. As a result, it is possible to know attribute information that is not the customer itself (for example, the presence of grandchildren), and to make recommendations for products and the like from different viewpoints. It can also be used as a reference for sending direct mail.

Next, with reference to FIG. 3, the customer management system 50 using the customer ledger sheet 10 described above will be described below.

FIG. 3 is a block diagram of the sales management system.

In this figure, reference numeral 52 indicates a store terminal device 52 which is a computer installed in each store or the like, and this store terminal device 52 includes a product master file 52a, which is a product master file 52a. Along with the code, a product name and a normal unit price of the product, that is, a standard unit price are stored.

A server 54 is connected to the store terminal 52 via a front end processor (not shown).

  The server 54 is provided with a control means 56, and the control means 56 is constituted by a CPU or the like, and controls each part, transfers data, performs various calculations, temporarily stores data, and the like. Reference numeral 58 denotes an input / output unit that controls data input to the server 54 and controls data output from the server 54.

  The control means 56 is connected to a customer data file 64 which is a storage means via a writing means 60 and a reading means 62 and is a database.

  The customer data file 64 stores or stores attribute information of each individual customer. The customer attribute information stored in the customer data file 64 preferably first includes the customer's name, address, sex, phone number, fax number, e-mail address, and purchase history.

When the customer is a credit card holder, the customer attribute information stored in the customer data file 64 preferably further includes a credit card number, a password, and a credit card balance.

When the customer is a credit card holder, the customer attribute information stored in the customer data file 64 preferably further includes a credit card expiration date.

When the customer is a point card holder, the customer attribute information stored in the database preferably further includes a card number of the point card, a current point and a cumulative point.

When the customer is a point card holder, the customer attribute information preferably further includes an expiration date of the point card.
The customer attribute information stored in the customer data file 64 is related to customer favorite brand information, hobby information, guidance, postcard delivery information such as thanks, direct mail dispatch information, and telephone guidance. It is preferable to further include at least one of information, information on other memos, size chart information describing sizes of jackets, pants, shirts, and the like, and information on customer service contents.

Connected to the store terminal 52 are a POS terminal 66 and a shop terminal 68 arranged in each shop in the store. Although not shown, the POS terminal 66 has a key input device including various keys such as a numeric keypad, and a barcode B attached to each product and indicating product information (including unit price) such as a product code. A barcode scanner for reading, and various input devices such as a credit card, a member (card) number recorded on the point card, and a card handling device for reading points are connected. The card handling device is preferably a reader / writer that can also write information to the card.

  Although not shown in the figure, the POS terminal 66 is preferably connected to a printer for printing a receipt or slip handed to the customer at the time of purchase.

The shop terminal 68 is printed with a key input device 70 having various keys such as a numeric keypad, a customer code column 12 in which a customer ID number is written in a barcode, and a customer name column 14 in which a customer name is written. A bar code sticker 72 for issuing the bar code sticker S, a bar code reader 74 for reading the bar code in the customer code column 12 of the customer ledger sheet 10, and a display 76.

Next, the operation of the customer management system 50 described above will be described.

First, ask the first customer to fill in each column of customer card C as shown in FIG. The contents are input to the shop terminal 68 using the key input device 70. After this input, the customer card C is discarded through a shredder or the like. The shop terminal 68 transmits to the server 54 a signal of content inputted through the store terminal 52 in real time, that is, a customer information signal. When this signal is input, the server 54, for example, adopts the customer's ID number by the control means 56, and writes and stores the customer information signal in the customer data file 64 in association with the ID number. At the same time, the control means 56 transmits a signal of the customer's name in association with the ID number to the shop terminal 68 via the store terminal 52. Upon receiving this signal, the shop terminal 68 instructs the barcode sticker issuing machine 72 to issue the barcode sticker S. Upon receipt of this instruction, the bar code sticker issuing machine 72 has a bar code sticker on which a customer code column 12 in which the customer's ID number is written in the bar code and a customer name column 14 in which the customer's name is printed are printed. S is issued. By sticking this bar code seal S on the customer ledger sheet, the customer ledger sheet 10 according to the embodiment of the present invention is completed. Of course, the customer code column 12 and the customer name column 14 may be printed directly on the customer ledger sheet.

In the customer ledger sheet 10, data is described in the purchase history column 16 as described above. The data described in the purchase history column 16 or the like is input to the shop terminal 68 automatically or manually and is stored in the customer data file 64 of the server 54 as described above. This customer ledger sheet 10 is stored in a lockable storage in the counter.

When the customer visits the store again, the customer ledger paper 10 is taken out, the bar code in the customer code column 12 of the customer ledger paper 10 is read, and the customer data file 64 of the server 54 is read according to the bar code. The customer's data is read and displayed on the display 76 of the shop terminal 68. The customer representative of the shop performs customer service based on the customer ledger sheet 10 and the customer data displayed on the display 76.

The customer ledger sheet of the present invention has the structure as described above, so that even if it is stolen, the customer's address, telephone number, fax number, etc. will not be leaked, and the customer's personal information will be securely protected. In addition, since the customer's past purchase history is written on the customer ledger sheet, there is an advantage that a quick response to the customer at the store can be performed. Also, by reading the barcode indicating the customer ID number on the customer ledger sheet with the barcode reader of the shop terminal, the customer's data is retrieved from the server and displayed on the shop terminal display. As a result, the customer service will be able to serve customers with high quality while watching it.

It is a surface view of the customer ledger sheet by the 1st form of implementation of this invention. 2A and 2B are a front view and a back view of a customer ledger sheet according to the second embodiment of the present invention. FIG. 3 is a block diagram of a customer management system that uses the customer ledger sheet shown in FIG. 1 or 2. It is a surface view which shows an example of a customer card.

Explanation of symbols

10 Customer Ledger Form 12 Customer Code Field 14 Customer Name Field 16 Purchase History Field 18 Customer Information Field 20 Guidance Information Field 20a Thanks DM Field 20b After Follow Field 20c Entertainment DM Field 22 Telephone Guidance / Memo Information Field 24 Size Chart Record Field 26 Credit Card Presence / absence description column 28 customer service description column 50 customer management system 52 store terminal 52a product master file 54 server 56 control means 58 input / output means 60 writing means 62 reading means 64 customer data file 66 POS terminal 68 shop terminal 70 key input device 72 bar Code seal issuer 74 Bar code reader 76 Display

The above object is achieved by a customer ledger sheet having the following configurations (1) to (10) according to the present invention.
(1) A customer code column, which is a customer ledger sheet, in which a customer ID number for deriving the customer attribute information from a server having a database in which the customer attribute information is stored is described in a barcode. disposed to the plane of the top of the ledger sheet, there are no customer attributes entry field for describing attribute information for accessing the customer, even if there is the customer attribute entry field, to access this customer Customer ledger paper characterized in that no attribute information is described.
(2) The customer ledger sheet according to (1) above, wherein a customer name column in which a customer name is written is provided below the customer code column on the sheet of the customer ledger sheet.
(3) The customer ledger sheet according to (2) above, wherein a purchase history column for describing purchase information of the customer is provided below the customer name column on the sheet of the customer ledger sheet.
(4) The customer code field and the customer name field are printed on a sticker, and the sticker is pasted on a paper and formed. (1) to (3) Customer ledger paper.
(5) The customer ledger sheet according to any one of the above (2) to (4), wherein the customer name described in the customer name column is any one of katakana, hiragana, kanji, and alphabet.
(6) The customer attribute information stored in the database includes the customer's name, address, sex, phone number, fax number, e-mail address, and purchase history. Customer ledger paper as described in any of the above.
(7) When the customer is a credit card holder, the customer attribute information stored in the database further includes a credit card number, a password, and a credit card balance. Customer ledger paper.
(8) If the customer is a credit card holder, the customer attribute information stored in the database further includes a credit card expiration date, as described in (6) or (7) above Ledger paper.
(9) When the customer is a point card holder, the customer attribute information stored in the database further includes the card number of the point card, the current point and the accumulated points. 8) Customer ledger sheet according to any one of the above.
(10) The customer ledger sheet according to claim 9, wherein when the customer is a point card holder, the attribute information of the customer further includes an expiration date of the point card.

Claims (18)

  A customer code column in which a customer ID number for deriving the customer attribute information from a server having a database in which customer attribute information is stored is written in a barcode, a customer name column in which a customer name is written, and It has a purchase history column for describing customer purchase information, and there is no customer attribute description column for describing attribute information for accessing the customer, or even if there is the customer attribute description column, Customer ledger sheet characterized in that attribute information for accessing this customer is not described.   The customer ledger sheet according to claim 1, further comprising a customer information field for describing a customer's favorite brand, hobbies, and the like.   The customer ledger sheet according to claim 1 or 2, further comprising a guide entry field for storing postcards such as guidance, thank-you, and direct mail.   The customer ledger sheet according to any one of claims 1 to 3, further comprising a telephone guidance / memo description column for describing telephone guidance and other notes.   The customer ledger sheet according to any one of claims 1 to 4, further comprising a size chart column describing sizes of jackets, pants, shirts and the like.   The customer ledger sheet according to any one of claims 1 to 5, further comprising a credit card presence / absence display field for indicating whether or not a credit card is held, or for indicating whether the credit card is held or not. .   7. The customer ledger sheet according to any one of claims 1 to 6, wherein when the customer is a credit card holder and the credit card is a company card, the ID number is a number different from the credit card number. . The customer ledger sheet according to any one of claims 1 to 7, wherein only the customer code column and the customer name column are provided on one side of the paper, and the other column is provided on the other side.   The customer ledger sheet according to any one of claims 1 to 8, wherein the customer code field and the customer name field are printed on a sticker and the sticker is formed on paper.   The customer ledger sheet according to any one of claims 1 to 9, wherein a customer name described in the customer name column is one of katakana, hiragana, kanji, or alphabet.   The attribute information of the customer stored in the database includes the name, address, sex, phone number, fax number, email address, and purchase history of the customer. Customer ledger paper.   12. The customer ledger sheet according to claim 11, wherein if the customer is a credit card holder, the customer attribute information stored in the database further comprises a credit card number, a password, and a credit card balance. .   13. The customer ledger sheet according to claim 11 or 12, wherein when the customer is a credit card holder, the customer attribute information stored in the database further includes a credit card expiration date.   When the customer is a point card holder, the customer attribute information stored in the database further includes a card number of the point card, current point, and accumulated points. Customer ledger paper listed.   The customer ledger sheet according to claim 14, wherein, when the customer is a point card holder, the customer attribute information further includes an expiration date of the point card.   The customer ledger sheet according to any one of claims 1 to 15, wherein the customer attribute information stored in the database further includes at least one of the contents described in the columns according to claims 2 to 6.   The customer according to any one of claims 1 to 16, further comprising a customer service description column for describing a customer service content such as a reason for purchase of a product, a preference, and a topic, which can be obtained when the customer actually visits the store. Ledger paper. The customer ledger sheet according to any one of claims 11 to 17, wherein the customer attribute information stored in the database further includes the contents of customer service described in claim 17.