JP4226409B2 - Matter management method, matter management program, and matter display program - Google Patents

Description

  The present invention relates to a case management method, a case management program, and a case display program used for managing cases.

  2. Description of the Related Art Conventionally, in sales activities, a system has been proposed in which a sales support system related to transactions with customers and an in-house business system that predicts demand for goods are linked (for example, see Patent Document 1). This system stores the product to be traded and the content of the transaction in the customer database, and stores the case information and the progress information in association with each other according to the progress of the business activities of the transaction.

In this system, when a case in progress with each customer and a product related to this case are stored in association with each other, a product designation screen is displayed. A product is selected from a product group name, a product name, a product code, and the like from items displayed on the product designation screen, and a quantity is input. When the person in charge finishes registering the case information in the system, a process for determining whether or not the approval authority approves the case in accordance with the internal regulations is performed.
JP 2002-207859 A (FIG. 14)

  However, in the above system, when associating product information with a case, there was no function for searching for the product, etc., so the person in charge who grasps a certain amount of product extracts the product for the case and selects it. Will do. Therefore, it may be difficult for the person in charge to extract the product.

In addition, even when product information is extracted using a normal search method, it may be necessary to further specify a product related to a case from the product information.
The present invention is made to solve the above-described problems, and an object of the present invention is to provide a case management method, a case management program, and a case display program capable of efficiently performing case management using a product record. It is to provide.

In order to solve the above-mentioned problem, the invention described in claim 1 includes a product master data storage unit that records a product record, a customer information storage unit that records a product with a sales record associated with a customer identifier, using the project master data storage means for recording item data, a management computer connected via a user terminal and a network, a method for performing case management, the management computer, to the user terminal, Prompting input of a product search condition including an identifier of the target customer, and extracting a product associated with the target customer identifier from the customer information storage unit based on the product search condition received from the user terminal ; a first step of extracting a product record from the product master data storage unit, a product list which is composed of the product records, sent to the user terminal And, a second step of prompting a user to select items to the user, including the product record for the selected item received from the user terminal, generates item data which associates the identifier of the target customer, the project And a third stage of recording in the master data storage means.

  The invention described in claim 2 is the case management method according to claim 1, wherein the case management method further includes a step in which the management computer performs user authentication of the user, and the third step. Is summarized in that the matter data is stored in association with the user identifier.

According to a third aspect of the present invention, in the case management method according to the first or second aspect , the case management method is configured such that the management computer uses the user to store the case data stored in the case master data storage unit. The gist of the present invention is to further include the step of prompting the approval authority to approve the approval and storing the approval status in the case master data storage means.

The invention described in claim 4 is a product master data storage means for recording product records, a case master data storage means for recording matter data, and a customer information storage for recording products with a sales record associated with a customer identifier. And a user terminal, a management computer connected to the user terminal via a network, for managing a matter, wherein the management computer includes a product search condition including an identifier of a target customer for the user terminal And a product record associated with the identifier of the target customer is extracted from the customer information storage unit based on the product search condition received from the user terminal, and a product record is stored from the product master data storage unit. The product list composed of the first means for extracting the product record and the product record is transmitted to the user terminal, and the product is selected by the user. Second means for prompting, including the selected products records related to the product received from the user terminal, generates item data which associates the identifier of the target customer, first recorded in the project master data storage unit The gist is to function as the third means.

According to a fifth aspect of the present invention, in the case management program according to the fourth aspect , the case management program further causes the management computer to function as means for performing user authentication of the user, The means is to store the item data in association with the identifier of the user.

The invention described in claim 6 is the case management program according to claim 4 or 5 , wherein the case management program uses the management computer for the case data stored in the case master data storage unit. The gist is to further function as means for urging the approval authority to approve approval and storing the approval status in the case master data storage means.

The invention described in claim 7 is a product master data storage unit that records product records, a customer information storage unit that records products that have a sales record associated with a customer identifier, and a case master data store that stores product data. A method for managing a matter using a user terminal connected to a management computer having means for prompting a user to input a product search condition including an identifier of a target customer , Transmitting a search condition to the management computer; and extracting a product associated with the identifier of the target customer from the management computer based on the product search condition from the customer information storage unit; receiving the extracted products record, display the product list which consists of this product record, the steps to encourage the selection of goods, was the selected quotient Product records relating to the subject matter in that it comprises a step of transmitting to be stored in the project master data storage unit as the project data associated with the identifier of the target customer.

The invention according to claim 8 is the case management method according to claim 7 , wherein the case management method causes the display of the user terminal to output first to third display screens, and The display screen is provided with a setting field for prompting the user to input a product search condition and allowing the user to input the product search condition, and the second display screen includes the product record received from the management computer. A summary is displayed, and the third display screen displays a product record related to a product selected from the product list.

The invention described in claim 9 is a product master data storage unit that records product records, a customer information storage unit that records products with a sales record associated with a customer identifier, and a case master data store that stores product data. A program for displaying a matter using a user terminal connected to a management computer having means for prompting the user to input a product search condition including an identifier of a target customer. Means for transmitting a search condition to the management computer; and from the management computer , a product associated with the identifier of the target customer based on the product search condition is extracted from the customer information storage unit, and from the product master data storage means. receives the extracted product records, displays a product list consisting of the product record, means for prompting selection of the product, the selection of And the product record related to the product, and summarized in that to function as means for transmitting to be stored in the project master data storage unit as the item data.

The invention described in claim 10 is the case display program according to claim 9 , wherein the case display program causes the display of the user terminal to output first to third display screens, and the first display screen. The display screen is provided with a setting field for prompting the user to input a product search condition and allowing the user to input the product search condition, and the second display screen includes the product record received from the management computer. A summary is displayed, and the third display screen displays a product record related to a product selected from the product list.

(Function)
According to the invention described in claim 1 or 4 , the management computer is connected to the user terminal via the network, and the product master data storage unit that records the product record, and the case master data storage unit that records the product data With. Then, the management computer extracts a product record from the product master data storage unit based on the product search condition received from the user terminal. Next, the management computer transmits a product list composed of the product records to the user terminal and prompts the user to select a product. And the said management computer produces | generates the matter data including the product record regarding the selected goods received from the said user terminal, and records it on the said matter master data storage means. For this reason, the product list is composed of product records extracted based on product search conditions. Therefore, the product desired by the user can be selected for each product from the product list.

According to the invention described in claim 2 or 5 , the management computer further comprises means for performing user authentication of the user. Then, the management computer associates the case data with the user identifier using means for performing user authentication of the user, and stores it in the case master data storage means. For this reason, a matter can be registered for every user specified based on user authentication of a user.

According to the present invention, the management computer further includes means for prompting the user to input an identifier of a case or a target customer. Then, the management computer associates the case data with the entered case or target customer identifier using means for prompting the user to input the case or target customer identifier, Store in the case master data storage means. Therefore, the case can be registered in association with the case specified by the user or the identifier of the target customer.

According to the third or sixth aspect of the invention, the management computer prompts the approval authority of the user to approve the case data stored in the case master data storage unit. The management computer further includes means for storing the approval status in the case master data storage means. Thereby, approval of the case which the user registered can be performed efficiently.

According to invention of Claim 7 or 9 , the user terminal connected to the management computer provided with the goods master data storage means which recorded the goods record, and the matter master data storage means which recorded the matter data Is used. The user terminal prompts the user to input a product search condition, and transmits the product search condition to the management computer. And the said user terminal displays the goods list which consists of the goods record received from the said management computer, and prompts selection of goods. Next, the user terminal transmits the product record related to the selected product for storing the product record as item data in the master data storage unit. Thereby, registration of a case can be performed efficiently using a user terminal.

According to the invention described in claim 8 or 10 , in the invention described in claim 7 or 9 , the first to third display screens are output on the display of the user terminal. The first display screen is provided with a setting field for prompting the user to input a product search condition and inputting the product search condition. On the second display screen, a product list including the product records received from the management computer is displayed. On the third display screen, a product record related to the product selected from the product list is displayed. Thereby, the user can easily register the case data.

  As described above in detail, according to the present invention, the case management can be efficiently performed using the product record.

  Hereinafter, an embodiment of a case management system embodying the present invention will be described with reference to FIGS. In the present embodiment, a case management method, a case management program, and a case display program for efficiently managing cases related to product transactions will be described. In the present embodiment, the case management system uses a person-in-charge terminal 10 as a plurality of user terminals and a case management server 20 connected to these via a network N, as shown in FIG. In the present embodiment, the case management server 20 functions as a management computer.

  The person-in-charge terminal 10 is a computer terminal that receives input from a person-in-charge as a user and transmits information related to the input content to the matter management server 20. The person-in-charge terminal 10 includes control means (CPU), storage means (RAM, ROM, hard disk, etc.), input means such as a keyboard and mouse, display means such as a display, communication means such as a communication interface, and the like. Furthermore, the person-in-charge terminal 10 is also connected to a printer (not shown). The person-in-charge terminal 10 includes a matter display program for displaying various screens and transmitting / receiving electronic files. By executing the item display program, the person-in-charge terminal 10 displays a product search condition, a product list composed of product records, a device for prompting selection of products, and a device for transmitting selected product records. And so on.

  The person-in-charge terminal 10 displays various screens on the display for inputting information related to the case by various programs. The person-in-charge terminal 10 transmits information received from the person in charge to the matter management server 20.

The item management server 20 is a computer system for managing item information related to product transactions. Therefore, the case management server 20 includes a management computer 21 as shown in FIG. The management computer 21 includes control means (CPU), storage means (RAM, ROM, hard disk, etc.), communication means such as a communication interface, etc. (not shown), and processing (first stage, second stage, A case management program for executing a third step, a step of performing user authentication of a user, a step of prompting input of a case or target customer identifier, a step of storing an approval status, and the like is stored. By executing the case management program, the management computer 21 has a first means, a second means, a third means, a means for performing user authentication of the user, a means for prompting input of an identifier of the case or the target customer, It functions as a means for storing the approval status.

Furthermore, the matter management server 20 includes a product master information storage unit 22 as product master data storage means and a matter master information storage unit 23 as matter master data storage means.
As shown in FIG. 2, the product master information storage unit 22 stores product master information 220 related to products that can be provided to customers. The product master information 220 is stored when a product that can be provided is registered. The product master information storage unit 22 is configured to include a product identifier, list price information, cost information, inventory information, and option information for each product.

  This product identifier is an identifier for specifying a product. Various kinds of information about the product can be extracted by the product identifier. In the present embodiment, the product identifier stores the product model number and the product name representing the model number as the product identifier.

The list price information is information regarding the list price of this product.
The cost information is information relating to the purchase price of this product. By using the cost information and the list price information, it is possible to set the selling price of the product.

  The stock information is information relating to the stock quantity of this product. With this inventory information, when an estimate or order for a product is received from a customer, the inventory amount of the product that can be sold can be confirmed.

The option information is information for specifying an optional accessory of this product. The option information includes information on the model number, product name, list price, cost, number of inventory, and the like.
The matter master information storage unit 23 stores matter master information 230 as matter data related to the matter registered by the person in charge. The case master information 230 is recorded when the person in charge registers the case because the person in charge starts a transaction with the customer. The case master information 230 is configured to include information on a case identifier, case name information, a customer identifier, a product identifier, a person-in-charge identifier, and an approval status for each case.

The case identifier is an identifier for identifying the case registered by the person in charge. The case identifier is an identifier that is assigned in the order in which the management computer 21 receives registration of the case.
The case name information is information for specifying the case name. The case name is information related to the case to be traded, and is set by the person in charge using the person-in-charge terminal 10.

The customer identifier is an identifier for specifying a customer to be traded. In this embodiment, a customer name is used as a customer identifier.
The person-in-charge identifier is an identifier for identifying the person in charge who has registered this matter.

  The approval status is a flag for specifying whether or not the item is approved. With this flag, the approval status for the case can be specified. The approval status is blank when approval has not yet been performed, and an approved flag is recorded when approval has been made.

  In this embodiment, the person in charge who can use the item management system is limited. For this reason, the person information storage unit (not shown) provided in the case management server 20 stores person-in-charge information for each person in charge. The person-in-charge information includes a person-in-charge identifier, user ID information, and a password. The person-in-charge identifier is for specifying the person-in-charge name. The user ID information specifies a person-in-charge identifier and stores an employee number. In the password, password information for authenticating the user is recorded.

Next, in the case management system configured as described above, a processing procedure for registering a case while using the case management server 20 will be described with reference to FIG.
First, the person-in-charge terminal 10 receives input of user ID information and a password (step S1-1). In this case, the person in charge causes the reception screen to be displayed on the display of the person-in-charge terminal 10. This acceptance screen includes a user ID setting field and a password setting field. When the person in charge inputs the user ID and password, the person-in-charge terminal 10 transmits information regarding the input user ID and password to the management computer 21.

  The management computer 21 that has received this information or the like authenticates the user ID (step S1-2). In this case, the management computer 21 checks whether or not the received user ID and password match the user ID and password stored in the user information storage unit. If the user ID cannot be confirmed, the use of the case management system is rejected and a notice to that effect is sent to the person-in-charge terminal 10. Thereby, the user authentication of the person in charge can be performed.

  If the user ID can be confirmed, the management computer 21 transmits the matter input screen data to the person-in-charge terminal 10 (step S1-3). In this case, the management computer 21 includes information on the person-in-charge identifier in the case input screen data.

  The person-in-charge terminal 10 displays the item input screen 400 shown in FIG. 6 on the display (step S1-4). The case input screen 400 is a screen for the person in charge to input various information related to the case. The case input screen 400 is provided with a person-in-charge name display 401, a case name input field 402, a customer name input field 403, and a send button 404. The person-in-charge name display 401 displays information related to the person-in-charge name specified by the user authentication. The case name input field 402 is a setting field for inputting a case name determined by the person in charge. A customer name input field 403 is a setting field for inputting a customer name related to a customer with whom the person in charge conducts a transaction. In the present embodiment, a case relating to “printer sales” is assumed. The transmission button 404 is a button for transmitting various information input on the item input screen 400 to the management computer 21.

  When the person in charge inputs each item and presses the send button 404, the person in charge terminal 10 transmits a case registration request to the management computer 21 (step S1-5). This case registration request includes information on the case name and the customer name input on the case input screen 400 of the person-in-charge terminal 10. The management computer 21 that has received the case registration information stores information on the case name and customer name included in the case registration request in the case master information storage unit 23 together with the user-identified person identifier.

Next, the management computer 21 transmits product search screen data for searching for products to the person-in-charge terminal 10 (step S1-6).
The person-in-charge terminal 10 that has received the product search screen data displays the product search screen 500 shown in FIG. 7 on the display (step S1-7). The product search screen 500 is a screen for searching for and specifying a product related to this matter. The product search screen 500 includes a search selection screen 510, a condition setting screen 520 as a first display screen, a search result screen 530 as a second display screen, and a registration confirmation screen 540 as a third display screen. ing. The search selection screen 510 displays a screen for selecting a search method. On the other hand, the condition setting screen 520 displays a screen for inputting search conditions. The search result screen 530 displays a screen for displaying or selecting a search result. The registration confirmation screen 540 displays a screen for confirming a product selected from the search result.

  First, the search selection screen 510 is provided with a search method display 511 and a selection button 512 for selecting a method for searching for a product. Here, it is assumed that the “product search” selection button 512 is selected.

  When the “product search” selection button 512 is clicked, on the condition setting screen 520, a condition input field 521, a condition input field 522, and a setting button 523 are displayed. The condition input field 521 is an input field for inputting a condition for performing a logical product. The condition input field 522 is an input field for inputting a condition for performing a logical sum. The setting button 523 is a button for transmitting the input search condition information to the management computer 21.

  When the setting button 523 is clicked, the person-in-charge terminal 10 transmits the search condition information as the product search condition input in the condition input field (521, 522) to the management computer 21 (step S1-8). .

  The management computer 21 searches for product records based on the received search conditions (step S1-9). In this case, the management computer 21 generates a search formula based on the received search condition, and searches the product master information 220 stored in the product master information storage unit 22. Then, the management computer 21 specifies a product identifier related to the search formula from the product master information storage unit 22, and extracts price information, cost information, inventory information, and option information for each product identifier. In this case, the management computer 21 manages the extracted information as a product record for each product identifier. And the management computer 21 produces | generates the search result screen data containing the goods list comprised from the extracted goods record.

The management computer 21 transmits the search result screen data to the person-in-charge terminal 10 (step S1-10).
The person-in-charge terminal 10 that has received the search result screen data displays a product list composed of product records on the search result screen 530. (Step S1-11). On the search result screen 530, products related to the search condition information input on the condition setting screen 520 are displayed for each product record. On the search result screen 530, a product record display 531 and a selection setting button 532 are displayed. The product record display 531 is information regarding the extracted product. The selection setting button 532 is a button for selecting a target product from the displayed product information.

  Next, the person-in-charge terminal 10 executes a selection process based on an instruction from the person in charge (step S1-12). Here, the person in charge first selects a desired product from the products displayed on the product record display 531 and clicks a selection setting button 532 related to the product. In this case, the person-in-charge terminal 10 displays the product record information selected by the selection setting button 532 on the registration confirmation screen 540. On the registration confirmation screen 540, a registered product record display 541 and a confirmation button 542 are displayed. In the registered product record display 541, information on the product selected from the product record display 531 is displayed. The confirmation button 542 is a button for transmitting the product information displayed on the registered product record display 541 to the management computer 21.

  Next, the person-in-charge terminal 10 transmits the product information determined regarding the item (step S1-13). When the person in charge clicks the confirmation button 542, the management computer 21 transmits the product identifier information displayed on the registered product record display 541 to the management computer 21.

  In this case, as shown in FIG. 5, the management computer 21 registers the matter master information 230 (step S1-14). Specifically, the management computer 21 that has received the product record information from the person-in-charge terminal 10 stores the product identifier related to the product record in the case master information storage unit 23.

  Next, the management computer 21 transmits the case registration screen data to the person-in-charge terminal 10 (step S1-15). In this case, the management computer 21 extracts price information, cost information, inventory information, and option information from the product master information storage unit 22 based on the product identifier of the target item. The management computer 21 generates case registration screen data including information related to this case and transmits it to the person-in-charge terminal 10.

  The person-in-charge terminal 10 that has received the case registration screen data displays the case registration screen 600 shown in FIG. 8 on the display (step S1-16). This case registration screen 600 is a screen for confirming registered case registration information. On the case registration screen 600, information on the case registration information display 601 and a form creation button 602 are displayed. The case registration information display 601 is various information of the case registration information. When the person in charge clicks on the form creation button 602, the person-in-charge terminal 10 transmits a form creation instruction to the management computer 21 (step S1-17).

  The management computer 21 that has received the form creation instruction performs approval management processing (step S1-18). In this approval management process, the approval authority is notified of the item registration information to prompt approval. Then, when the management computer 21 accepts the approval by the approval authority for this matter, it stores an approval flag as the approval status of the matter master information storage unit 23. If the approval authority determines that the case registration information is not approved, the person in charge of this case is notified to the person in charge that approval has not been granted.

  When the approval flag is stored, the management computer 21 generates a form form based on the case registration information (step S1-19). Then, the management computer 21 transmits a form form related to the case registration information to the person-in-charge terminal 10.

  The person-in-charge terminal 10 that has received the print data uses a printer to print a form for the item registration information (step S1-20). Thereby, it is possible to create a form related to the case.

According to the case management system of the above embodiment, the following effects can be obtained.
In the above embodiment, the management computer 21 that has received the search condition information from the person-in-charge terminal 10 extracts a product based on the search condition information. Then, the management computer 21 transmits the search result screen data to the person-in-charge terminal 10 (step S1-10). In this case, the management computer 21 generates search result screen data composed of product records for each extracted product. For this reason, it is possible to select a product as a target for each product record from the search result screen displayed on the display of the person-in-charge terminal 10. Therefore, the person in charge can efficiently generate the matter master information.

  In the above embodiment, the management computer 21 stores information related to the product selected by the person in charge in the case master information storage unit 23. When the person in charge creates a form, the form creation button 602 is clicked. For this reason, since a form can be created without inputting product information related to the case, the labor and time required for creating the form can be reduced.

  In the above embodiment, the management computer 21 receives information from the person-in-charge terminal 10 and stores it in the case master information storage unit 23. Further, the approval status is stored in the case master information storage unit 23 by executing the approval management process. Then, the management computer 21 performs processing according to the result of the approval status of the approval authority. Thereby, the approval process can be performed efficiently.

In addition, you may change the said embodiment into the following aspects.
In the above embodiment, the management computer 21 extracts products based on the search condition information input by the person in charge. In addition to this, products may be extracted using a customer name or the like. Specifically, a customer information storage unit is provided, and the customer information storage unit stores product information associated with the sales record. The person-in-charge terminal 10 receives a customer name as a search condition. The management computer 21 extracts the product associated with the customer name from the customer information storage unit. Thereby, the person in charge can generate the matter master information in consideration of the sales results to the customer.

  -In above-mentioned embodiment, although the case management system managed the case regarding the transaction with a customer, it is not restricted to this. Instead, it can also be used for material management. Specifically, the product master information storage unit 22 stores information based on stock products and purchase planned products. The management computer 21 creates a merchandise record based on the merchandise information stored in the merchandise master information storage unit 22 so that merchandise that can be delivered can be selected. Thereby, the goods which can be delivered can be selected efficiently.

  In the above embodiment, the management computer 21 displays the product search screen 500 shown in FIG. 7 on the display of the person-in-charge terminal 10. The product search screen 500 includes a search selection screen 510, a condition setting screen 520, a search result screen 530, and a registration confirmation screen 540. It is not limited to the output form of each screen, but may be anything from selecting a product to registering and confirming a case. For example, a multi-window method in which a plurality of windows are displayed on the display may be used.

  In the above embodiment, the person-in-charge terminal 10 is connected to the management computer 21 via the network N. The connection between the person-in-charge terminal 10 and the management computer 21 is not limited to this, and the Internet may be used.

The system schematic of embodiment of this invention. Explanatory drawing of the data recorded on the merchandise master information storage part. Explanatory drawing of the data recorded on the case master information storage part. Explanatory drawing of the process sequence of embodiment of this invention. Explanatory drawing of the process sequence of embodiment of this invention. Explanatory drawing of the matter input screen displayed on the screen of the person in charge terminal. Explanatory drawing of the goods search screen displayed on the screen of the person in charge terminal. Explanatory drawing of the matter registration screen displayed on the screen of the person in charge terminal.

Explanation of symbols

  DESCRIPTION OF SYMBOLS 10 ... Person in charge terminal as user terminal, 20 ... Matter management server as management computer, 22 ... Merchandise master information storage unit as merchandise master data storage means, 23 ... Matter master information storage section as matter master data storage means 220 ... Product master information as product master data, 230 ... Matter master information as matter data, 520 ... Condition setting screen as first display screen, 530 ... Search result screen as second display screen, 540 ... Registration confirmation screen as a third display screen, N ... network.

Claims (10)

Product master data storage means for recording product records, matter master data storage means for recording matter data, a customer information storage unit for recording products with sales records associated with customer identifiers, a user terminal and a network Using a management computer connected via a project management method,
The management computer is
Prompting the user terminal to enter product search criteria including the target customer identifier,
A first step of extracting a product associated with the identifier of the target customer from the customer information storage unit and extracting a product record from the product master data storage unit based on the product search condition received from the user terminal When,
A second stage of sending a list of products composed of the product records to the user terminal and prompting the user to select a product;
Including a third step of generating item data associated with the identifier of the target customer including the item record relating to the selected item received from the user terminal and recording the item data in the item master data storage unit. Characteristic item management method. The matter management method is:
The management computer further includes performing user authentication of the user;
The case management method according to claim 1, wherein in the third step, the case data is stored in association with the identifier of the user. The matter management method is:
  The management computer is
  The item data stored in the item master data storage unit is further urged to be approved by the user's approval authority, and the approval status is further stored in the item master data storage unit. The case management method according to claim 1 or 2. Product master data storage means that records product records, matter master data storage means that records matter data, and customer information that records products that have sales records associated with customer identifiers
A program for managing a matter using a management computer connected to a storage unit and a user terminal via a network,
  The management computer,
  Means for prompting the user terminal to input a product search condition including the identifier of the target customer;
  First means for extracting a product associated with the identifier of the target customer from the customer information storage unit and extracting a product record from the product master data storage means based on the product search condition received from the user terminal When,
  A second means for transmitting a list of products composed of the product records to the user terminal and prompting the user to select a product;
  Including item records relating to the selected item received from the user terminal, generating item data associated with the identifier of the target customer, and functioning as third means for recording in the item master data storage unit A feature case management program. The matter management program
  Allowing the management computer to further function as means for user authentication of the user;
  The case management program according to claim 4, wherein the third means stores the case data in association with the identifier of the user. The matter management program
  The management computer,
  The item data stored in the item master data storage unit is further urged to be approved by the user's approval authority, and the approval status is further stored as a unit in the item master data storage unit. The case management program according to claim 4 or 5. Connected to a management computer having product master data storage means for recording product records, a customer information storage unit for recording products with sales records associated with customer identifiers, and a case master data storage means for recording case data A method for managing cases using a user terminal,
  The user terminal is
  Prompting the user to input a product search condition including the identifier of the target customer, and sending the product search condition to the management computer;
  From the management computer, a product associated with the identifier of the target customer based on a product search condition is extracted from the customer information storage unit, and a product record extracted from the product master data storage means is received. To display a list of products consisting of
  Sending a product record relating to the selected product for storing in the case master data storage means as case data associated with the identifier of the target customer;
A matter management method characterized by comprising: The matter management method causes the display of the user terminal to output first to third display screens,
  The first display screen is provided with a setting field for prompting the user to input a product search condition and causing the user to input the product search condition.
  On the second display screen, a product list including the product records received from the management computer is displayed.
  The item management method according to claim 7, wherein a merchandise record related to a merchandise selected from the merchandise list is displayed on the third display screen. Connected to a management computer having product master data storage means for recording product records, a customer information storage unit for recording products with sales records associated with customer identifiers, and a case master data storage means for recording case data A program that displays a matter using a user terminal,
  The user terminal is
  Means for prompting the user to input a product search condition including an identifier of the target customer, and sending the product search condition to the management computer;
  From the management computer, a product associated with the identifier of the target customer based on a product search condition is extracted from the customer information storage unit, and a product record extracted from the product master data storage means is received. To display a list of products consisting of
  An item display program for causing a product record related to the selected item to function as means for transmitting the item record as item data in the item master data storage unit. The matter display program causes the display of the user terminal to output first to third display screens,
  The first display screen is provided with a setting field for prompting the user to input a product search condition and causing the user to input the product search condition.
  On the second display screen, a product list including the product records received from the management computer is displayed.
  The item display program according to claim 9, wherein a product record related to a product selected from the product list is displayed on the third display screen.

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