JP4381848B2 - Estimate creation support system and program - Google Patents

Description

  The present invention relates to an estimate creation support system, an estimate creation support program, and a recording medium that support creation of an estimate, for example.

  Conventionally, quotations, which are important documents necessary for starting transactions, are manually created for each sales representative, and are entered on copy paper by hand, or entered with a word processor using a printer such as dot impact. Is done in the way.

  For this reason, the estimate was stored on a paper basis, and it was difficult to find the necessary materials when necessary due to the flooding of the materials, and could not be used for actual sales, marketing, or management support.

  In addition, know-how related to the creation and presentation of quotations was accumulated in individual sales representatives, and information related to know-how could not be shared. Accordingly, it has been impossible to present a unified estimate as a company, for example, the estimate changes if the person in charge changes.

  Furthermore, since it takes a lot of time for the creation work because it is necessary to fill in each time, the action for the customer is delayed, and the business relationship and the trust relationship may be hindered.

  As a method for solving the problems that exist regarding the creation of an estimate as described above, an estimate creation system that can refer to a past estimate has been proposed (see Patent Document 1).

JP 2003-256589 A

  However, the estimate preparation system can refer to the history data and the estimate history data for each customer when policy judgment is necessary for estimating the unit price, so as to improve the ease of reaching the history data to be referred to. It was not something.

  Moreover, in order to determine the estimate of the unit price by utilizing the history data, what history data is to be viewed and how have been determined by individual skill.

  Therefore, in order to create an estimate using the history data effectively, it is necessary to educate a new employee by an expert, and the estimate creation system is such that only a paper-based one can be used by using data. It was a thing.

  In view of the above problems, the present invention provides an estimate creation support system, an estimate creation support program, and a recording medium that enable a newcomer to browse an estimate creation process by a skilled person, and a sales representative who is immediately ready to work. The purpose of the training is to facilitate the effective use of past estimate data, and to shorten the time for preparing an estimate.

The present invention includes an input unit that allows input of estimate information necessary to create an estimate, a storage unit that stores the estimate information, an output unit that outputs an estimate based on the estimate information, and An estimate creation support system comprising a control means for controlling the execution of the means or a program thereof , wherein the estimate information stored in the storage means is allowed to be searched according to a predetermined search condition for processing executed by the control means. An information search process, a process that allows an input of a comment during the search process, a process that selects whether or not the estimated information selected by the search is reflected in the creation of a new estimate, and a reflection then it sets the estimate information reflecting process of making quotations reflecting the reflected item of the estimate information when it is selected as the past data, narrow down the estimated information during the search The search conditions and the narrowing history information contained comments and is to Yuku in the storage means either case in the case of the case and the non-reflection to reflect the estimate information to create a new quote in the estimate information reflecting process in A refinement history storage process to be stored, a refinement history information reference process that allows reference to the refinement history information that includes the comment based on an input by the input means, a reflected estimate, and a non-reflected estimate It is characterized in that it is an estimate creation support system or a program thereof in which an analysis process for displaying them so that they can be compared side by side is set.

  The estimate information includes making up information necessary for preparing an estimate, such as a customer name, a product name, and a product unit price.

  The input unit includes a unit that enables input of characters, coordinates, and the like, such as a keyboard, a touch panel, and a mouse.

  The storage means includes means for storing information, such as a hard disk or a nonvolatile memory.

  The output means may be a printing means such as a printer that performs printing, a transmission means such as a modem or a router that transmits information to a customer's computer via a communication line such as the Internet, or a recording device such as a hard disk or a recording medium such as a flexible disk. Including a means for outputting information, such as a recording means for recording information.

  The control means includes a means for executing control of a CPU, MPU or the like.

  The predetermined search condition includes a condition for searching for an estimate such as an estimate number, an estimate preparation person, an estimate preparation time, a customer, a product, a unit price, or a combination thereof.

  The estimate information search process searches for an estimate corresponding to the search condition, such as a process for searching for the first estimate information corresponding to the search condition or a process for searching for all estimate information corresponding to the search condition. Including the process to be performed.

  The estimate information reflection process includes a process that enables creation of a new estimate from a state in which all or some of the searched estimate information is reflected.

  The narrowing-down history information includes configuring the narrowed-down estimate by the estimate information search process.

  The narrowing-down history storage process includes a process of storing the narrowing-down history information.

  The narrowed-down history information reference process is configured by a process that makes it possible to refer to the narrowed-down history information in the order in which the estimated information search process is executed, or a process that makes it possible to refer to any part of the narrowed-down history information. including.

  With the above configuration, even newly recruited employees can refer to the search processing performed by skilled workers when creating an estimate as a refinement history, and self-learn the thoughts and points when creating an estimate. be able to.

  Even when the sales staff changes, it is possible to know the feeling of the predecessor by referring to the narrowed-down history and easily take over.

It is also possible to compare the reflected estimate and the estimate not reflected.
Further, by confirming this, it becomes easy to understand what the execution person of the refinement search at that time reflects the past estimate data and creates the estimate.

As an aspect of the present invention, the search condition can be stored in the narrowed-down history information by assigning the same history number until it is selected in the process of selecting whether to reflect or not .

As a result, the first history of the narrowed-down history data to which the same history number is assigned can be browsed first, and the details of the subsequent narrowed search and the quotes referred to can be sequentially confirmed. In addition, it is possible to browse how past data is diverted, which estimate is picked up and referred to, and a final estimate is created.

Further, as an aspect of the present invention, when displaying the estimate in the estimate information reflection process, the display method of the reflected item reflecting the past data can be changed to be different from other items .

Accordingly, it is possible to prevent the user from knowing which item has been reflected from the past estimate in the middle of inputting other items of the estimate.

The present invention can also be a recording medium storing the estimate creation support program.
Thereby, it is possible to construct an estimate creation support system by installing an estimate creation support program from a recording medium to a computer.

  With this invention, it is possible to browse past estimate creation processes, train short-term sales representatives who will be ready for battle, facilitate the effective use of past estimate data, and shorten the estimate preparation time. Can be achieved.

An embodiment of the present invention will be described below with reference to the drawings.
First, the system configuration of the estimate preparation support system 1 will be described with reference to the system configuration diagram shown in FIG.

  The estimate creation support system 1 is configured by storing various programs and data in a personal computer 10.

  The personal computer 10 includes a control device including a CPU, a ROM, and a RAM, a storage device including a hard disk, an input device such as a keyboard and a mouse, a display device including a CRT display or a liquid crystal display, a flexible disk, a CD-ROM, and the like. Communication is possible through a recording medium processing device such as an FD drive or CD-ROM drive that writes data to and / or reads data from a recording medium, a connection interface that can be connected to an external device via a USB cable or a serial cable, and a LAN connection. A communication device such as a LAN card is provided. Further, a printing device such as a laser printer or a dot impact printer is connected to the connection interface.

  The contents indicated by virtual lines in the figure indicate programs and data stored in the hard disk of the personal computer 10.

  The programs include a main program (PG) 20, an estimate creation program 21 that is executed and controlled by the main program 20, a past data search program 22, a past data reflection program 23, a narrowing history browsing program 24, and various analysis programs 25. Is stored.

The main program 20 is a main program that calls and controls various programs.
The estimate creation program 21 is a program for executing estimate creation processing.

The past data search program 22 is a program that makes it possible to search for data of quotations created in the past.
The past data reflection program 23 is a program that enables creation of a new estimate by reflecting past estimate data such as estimate data obtained by the past data search program 22.

  The narrowing-down history browsing program 24 narrows down past quotations by the contents executed by the past data search program 22 and the past data reflection program 23 at the time of creating a past estimate, that is, refer to this. It is a program that enables browsing of a series of reflected operation histories.

  The various analysis programs 25 are programs that enable various types of analysis processing, such as comparing the estimate data reflected in the creation of the estimate with the estimate data not reflected based on the past refinement history. is there.

  As data to be stored in the hard disk of the personal computer 10, an estimate database 30, a history database 40, and other databases 50 are stored.

The estimate database 30 is a database for storing data related to an estimate, such as data necessary for making an estimate and created estimate data.
The history database 40 is a database that stores data related to history, such as narrowed-down data based on a search performed when an estimate is created, and history data that has been subjected to various types of analysis.

The other database 50 is a database for storing various data such as necessary data and related data in creating an estimate, browsing and analyzing history.
In addition, it is set as the structure which constructs the estimated value preparation assistance system 1 by installing each above program and database from recording media, such as CD-ROM, to the hard disk of the personal computer 10. FIG.

  With the above-described configuration, it is possible to provide an estimate creation support system 1 that can create an estimate, can later browse a history of narrowing down by search, and can perform further analysis.

  Next, the data stored in the estimate database 30 and the history database 40 and the contents of the data will be described together with the database configuration diagram shown in FIG. 2 and the data configuration diagrams shown in FIGS.

  The estimate database 30 includes an estimate information table 31, a product information table 32, a customer information table 33, and other tables 34.

  As shown in FIG. 3, the estimate information table 31 includes an estimate number (No.), a product number, a customer number, a quantity, a sales unit price, a purchase unit price, a profit margin, a creator, a presentation presence / absence, approval / disapproval, date, and It consists of each item (field) of the history number.

The estimate number stores an ID number uniquely assigned to estimate data corresponding to one estimate.
The product number stores the product number assigned to the product, and the corresponding product can be referred to from the product information table 32.

The customer number stores the customer number assigned to the customer, and the customer information can be referred to from the customer information table 33.
The quantity stores the sales quantity of the product at the time of estimation.

The sales unit price stores the unit price set at the time of estimation as the sales unit price.
The purchase unit price stores the purchase unit price at the time of estimation.
The profit margin stores the profit range obtained from the sales unit price and the purchase unit price.

The creator stores the name of the creator who created the estimate data, that is, the sales representative. The employee number may be stored instead of the name.
As for the presence / absence of the presentation, whether or not the estimate data is presented to the customer is stored as “presentation” or “unpresented”.

Whether the agreement is established or not is stored as “established” or “not established” as to whether or not the contract based on the estimate has been established.
The date stores the creation date of the estimate. In addition to this, an item for storing the last update date, the presentation date, and the establishment date may be added.

The history number stores a history number for accessing a history (refined history table 41) that is searched for, referred to, and reflected in the past when preparing the estimate data.
With this configuration, one record is used as one estimate data, and the detailed data of the estimate and the data related to the estimate are centrally managed.

  As shown in FIG. 4, the product information table 32 includes items of a product number, a product name, a brand, and a purchase unit price.

The product number stores a unique number assigned to each product.
The product name stores the name of the product.
The brand stores the brand name of the product.
The purchase unit price stores the current purchase unit price.
With this configuration, information about products is centrally managed.

  As shown in FIG. 5, the customer information table 33 is composed of items of customer number, customer name, customer type, postal code, address, telephone number, FAX number, E-mail, person in charge, and person in charge of our company. To do.

  The customer number stores a unique ID number assigned to each customer.

The customer name stores the name of the customer.
The customer type stores a customer type such as a customer or a supplier, for example.
The postal code stores the postal code of the customer address.

The address stores a customer's address.
The telephone number stores the customer's telephone number.
The FAX number stores the customer's FAX number.
The E-mail stores a customer's E-mail address.

The person in charge stores the name of the person in charge on the customer side.
The person in charge of the company stores the name (or employee number) of the company in charge of the company in charge of the customer.
With this configuration, information about customers is centrally managed.

  The history database 40 shown in FIG. 2 includes a refinement history table 41, a detail table 42, an analysis history table 43, and other tables 44.

  As shown in FIG. 6, the narrowed-down history table 41 includes a history number, a search number, a date, a search method, a searcher, a comment, a reflection estimate number, a search item (n-th search), and a specified condition (n-th search). , AND / OR (n-order search), and the corresponding number of items (n-order search).

The history number stores an ID number assigned to a series of narrowing search processes performed when one estimate is created.
The search number stores an ID number assigned for each search process.

  For example, if the n-order search is performed three times (m times) for one estimate, the search number and the history number are three (m pieces) of data with the same history number as shown in the figure. It is configured to exist. As a result, the behavior of the person in charge in a series of processes for starting the creation of the estimate by repeating the refinement search can be tracked at a later date.

The date stores the date on which the search was executed.
The search method stores the types of search conditions set at the time of search, such as a keyword for keyword search and a period for search by period.

The searcher stores the name of the person who executed the search.
The comment stores a comment appropriately input by the searcher during the search. As the comment, each searcher can input a free character string such as an impression of search execution such as good or bad search efficiency by the search.

  The reflection estimate number stores the estimate number of the estimate reflected after searching and browsing. If not reflected, “not reflected” (or NULL) is stored.

The search item (n-th order search) stores a search item for setting a search condition.
The designated condition (n-order search) stores a designated condition for designating which condition the search item is to be searched for.

The AND / OR (n-th order search) stores “AND” or “OR” as to whether a refinement search based on an AND condition or a refinement search based on an OR condition is performed with respect to the previous refinement search.
The number of hits (n-th search) stores a numerical value indicating how many quotations corresponding to the search condition exist in the n-th search at the time of the search.

With this configuration, a series of narrowing-down history narrowed down by the n-th search is centrally managed.
As a result, even if the n-th search is repeated many times in creating one estimate, the history number is made the same and the search number is assigned, so that the repeated search The history can be viewed as a narrowing history for creating one estimate.

As shown in FIG. 7, the detailed table 42 includes items of a detailed number, a search number, a search dimension, and a selected estimate number.
The detailed number is an ID number uniquely assigned to each detailed data, and stores a serial number automatically assigned.

  The search number stores the search number of the narrowing-down history table 41 to link to the narrowing-down history table 41. The search number is set to be duplicated in the detailed table 42.

The search dimension stores the number of dimensions of the search dimension, such as a primary search or a secondary search, in which an estimate with a selected estimate number described below is viewed.
The selected estimate number stores the estimate number of the estimate selected and browsed during the search.

  With this configuration, it is possible to reliably record which estimate data is referenced at which point in a series of narrowing search processing.

  As shown in FIG. 8, the analysis history table 43 includes a date, an estimate number, a selection search number, a customer number, a reflected estimate number, a non-reflected estimate number, difference information, and a comment.

The date stores the date on which the analysis was performed.
The estimate number stores the estimate number of the estimate to be analyzed.
The selected search number stores a search number of search information selected as an analysis target.

The customer number stores the customer number of the customer to whom the estimate is presented for the analyzed estimate.
The reflection estimate number stores the estimate number of the estimate reflected in the data analyzed in a one-to-one comparison.

The non-reflected estimate number stores the estimate number of the estimate that was not reflected in the data analyzed in a one-to-one comparison.
The difference information is composed of a plurality of (X) pieces of set information with the item X, three items of reflection and non-reflection as one set.

  Item X stores the items specified as items to be analyzed from the items in the estimate, stores the contents reflected in the reflection with the reflection rate and target name, and does not reflect the contents reflected in the non-reflection Store with non-reflection rate and non-reflection target name.

  In the comment, a comment appropriately input by the analyst who performed the analysis is stored as a character string. The contents can be freely commented as the analyst thinks, such as analysis efficiency and tips for analysis.

  With this configuration, the analysis result can be saved, and can be easily referred to when the analysis result is to be referred to later. It is also possible to browse other people's analysis methods for reference.

The other table 44 stores necessary data as appropriate.
Thereby, the data used for various analyzes can be appropriately stored.

  With the above data structure, estimate data can be accumulated, and it is possible to reduce the estimate creation time by searching for and reflecting information that is close or helpful to the estimate data accumulated when creating a new estimate. can do.

In addition, the history in which the estimate data is narrowed down by the search can be accumulated and browsed later.
Furthermore, analysis results obtained by analyzing past estimate data can be accumulated and browsed later.

Next, the overall operation of the estimate preparation support system 1 will be described with reference to the processing flow chart of the operation of the control device of the personal computer 10 shown in FIG.
The control device first displays the main menu shown in the screen image diagram of FIG. 10 (step n1).

  When a new creation (input) button 71a is clicked by the user (step n2), the control device displays an estimate creation screen 72 shown in the screen image diagram of FIG. 11 and executes an estimate creation process (new input). (Step n3).

The estimate creation screen 72 includes a customer name combo box 72a, a detailed data display section 72b, a confirmation button 72c, a clear all button 72d, and the like, and data necessary for creating an estimate can be input.
The created estimate can be printed by a printing apparatus, and can be transmitted to another computer by a communication apparatus.

  When the new creation (reflect past data) button 71b is clicked on the main menu 71 (step n4), the control device assigns and assigns history numbers stored in the narrowing-down history table 41 (step n5), which will be described later. The past data reflection estimation process is executed (step n6).

When the various history buttons 71c are clicked (step n7), the control device executes various history browsing processes described later (step n8).
When the data search button 71d is clicked (step n9), the control device executes a data search process (search process) described later (step n10).
When the end button 71e is clicked on the main menu 71, the processing is ended.

  Through the above operation, the user can manually create an estimate from the main menu 71, create an estimate reflecting past estimate data, view various histories, Each process can be executed by freely selecting whether to execute the search.

  Next, the past data reflection estimation process executed in step n6 will be described with reference to a process flowchart of the operation of the control device of the personal computer 10 shown in FIG.

First, the control device displays a search method selection screen 81 shown in the screen image diagram of FIG. 13, and allows the user to set the search conditions for the primary search (step p1).
This search condition is set by displaying a search screen corresponding to each search method when any one of the keyword search button 81a, the period search button 81b, and the latest search button 81c is selected on the search method selection screen 81 of FIG. And let it run. When the return button 81d is clicked, the screen returns to the main menu 71.

  When the keyword search button 81a is clicked, the keyword search condition input screen 82 shown in the screen image diagram of FIG. 14 is displayed. In this case, an item to be a keyword is selected in the keyword selection box 82a, and an appropriate character string is input in the search expression input text box 82b. When the cancel button 82d is clicked, the previous screen is restored.

  When the search button 82c is clicked, a search according to the specified condition is executed (step p2), and when the cancel button 82d is clicked, this screen is closed.

When the latest search button 81c is clicked, the latest search condition input screen 82 ′ shown in the screen image diagram of FIG. 15 is displayed.
On the latest search condition input screen 82 ', a search expression input box 82'a for inputting the number of days before the latest data is to be browsed, a search button 82'c for starting search, and a cancel button 82 for permitting selection of cancellation. 'd.
When a search item is selected in the search expression input box 82′a and the search button 82′c is clicked, the control device executes a search (step p2).

When the period search button 81b is clicked, a period search condition input screen 82 ″ shown in the screen image diagram of FIG. 16 is displayed.
The period search condition input screen 82 "includes a start input box 82" a for inputting the start of the search period, an end input box 82 "b for inputting the end of the search period, a search button 82" c for starting the search, and A cancel button 82 "d for permitting selection of cancellation is provided.
When a search period is input to the start input box 82 "a and the end input box 82" b and the search button 82 "c is clicked, the control device executes a search (step p2).

  When the search button (82c, 82′c, 82 ″ c) is clicked in this way and the search is executed, the control device searches the search result screen 84 shown in the screen image diagram of FIG. 17 (primary search). The result of executing is displayed (step p3).

  The search result screen 84 includes a search condition display part 84a for displaying the designated search condition, a hit number display part 84b for displaying the number of hits (the number of hits) corresponding to the search condition, and a part of the hit estimate data. It includes a list display section 84c for displaying a list of items, a search button 84d for executing a search, a reflection screen button 84e, and a return button 84f.

  Note that some items of the estimate data displayed on the list display section 84c include the contents of the estimate data such as an estimate number, a product number, a customer name, a sales unit price, a profit margin, or a combination thereof. Consists of data that is useful for prediction.

  When any estimate data is selected by double clicking on the list display portion 84c of the search result screen 84 (step p4), the selected estimate data is displayed on the estimate reference screen (not shown) (step p5). ).

  This estimate reference screen has the same content as the estimate creation screen 72 (FIG. 11) described above, and is configured such that each input item cannot be edited and the close button is clickable.

  If the close button on the estimate reference screen is clicked to close the estimate reference screen, and other estimate data is continuously referred to on the search result screen 84 (step p6), step p5 is repeated.

  Returning to the search result screen 84, when the search button 84d is clicked to further narrow down (step p7), the search method selection screen 81 and the search condition input screen (82, 82 ′, 82 ″) as in step p1 described above. Is displayed and the search condition is set (step p8).

  For example, in the case of the keyword search condition input screen 82, an AND / OR setting button 82e is added and displayed as shown in the screen image diagram of FIG. In this way, in order to input whether the search condition after the second order is an AND condition or an OR condition, an AND / which allows the search condition input screen (82, 82 ′, 82 ″) to set an AND search or an OR search. Display the OR setting button.

  When the secondary and subsequent search conditions are set in this way, the control device executes search processing according to the search conditions (step p9), and displays the search results on the search result screen 84 as shown in FIG. Step p10).

  Here, unlike the case of step p2, the search result screen 84 displays the search condition display portion 84a in a plurality of levels (in the example shown, two levels because it is a secondary search). As described above, in the case of n-order search, the n-stage search condition display portion 84a is displayed so that the addition status of the search condition can be confirmed.

If the search button 84d is clicked and further narrowing search is performed, the process returns to step p8 (step p11).
When any estimate data is selected and referred to by double-clicking on the list display portion 84c (step p12), the selected estimate data is displayed in the same manner as in step p5 (step p13). Similarly, continuous reference is allowed (step p14).

  When the button 84e to the reflection screen is clicked in steps p7, p12, and p14, the reflection data designation screen 85 shown in the screen image diagram of FIG. 20 is displayed, and setting input of contents to be reflected in the estimate is allowed (step). p15).

  The reflected data designation screen 85 displays a list of the estimate data finally narrowed down by the search so far in the list display portion 85a, and the selected estimate data is indicated by a cursor 85b. It should be noted that the list display unit 85a may be configured to display a list of only the estimates that have been selected and referred to in the course of the search process so far.

  The reflection item designation check box 85c selects an item to be reflected in the estimate to be created from each item such as a customer name, brand name, product number, unit price, and product name, and checks and displays the selected item.

When the button 85d for checking all is clicked, all the reflection item specification check boxes 85c are checked.
The return button 85g is a button for returning to the previous screen.

  In this way, when the estimate data and the reflection item to be reflected are selected and the reflection button 85e is clicked (step p16), the control device narrows down the user operation in the search process so far in the narrowing-down history table 41. Register (step p17).

  At this time, the estimate number of the estimate data selected as the estimate to be reflected is also registered, and the history number assigned in step n5 (FIG. 9) is registered as the history number.

  When the non-reflect button 85f (FIG. 20) is clicked in step p16, since there is no estimate to be reflected, the reflection estimate number is set to “non-reflect” and data is registered in the narrowing-down history table 41 (step p18). ). The history number at this time is also registered in the same manner as in step p17.

  When the step p17 or p18 is completed, an estimate creation process is performed in which the reflection condition set in the step p15, that is, the selected reflection item of the selected estimate data is reflected as past data (step p19).

  The estimate creation process is the same as the estimate creation process in step n3 (FIG. 9) described above, except that past data is displayed when the estimate creation screen 72 (FIG. 11) is first displayed. is there.

  Note that the display method may be changed such that the reflected item is displayed in a different color so that the reflected item can be easily understood. If comprised in this way, it can prevent that it becomes impossible to understand which item was reflected from the past estimate in the middle of inputting other items of an estimate.

  Through the above operation, the user can freely search and refer to past estimate data, and create an estimate reflecting the past estimate data. Thereby, it is possible to greatly reduce the time for creating the estimate.

In addition, since various search methods can be used and search can be performed by narrowing down in stages, necessary past estimate data can be easily found.
Furthermore, from the enormous estimate data by searching, it will be narrowed down in stages in multiple steps, the estimate data will be referred to as necessary, and finally it will be reflected or not reflected before moving to estimate creation Since a series of processes is accumulated in the narrowed-down history table 41, it can be browsed at a later date.

  Next, with reference to a processing flowchart of the operation of the control device of the personal computer 10 shown in FIG. 21, the narrowed-down history browsing process will be described as the various history browsing processes executed in step n8.

  First, the control device displays a history search condition input screen 91 shown in the screen image diagram of FIG. 22, and allows the user to set a search condition for searching for a refinement history (step s1).

  The history search condition input screen 91 includes a plurality of item-specific condition combo boxes 91b in which item-specific conditions can be input or selected as search conditions, and check boxes 91a corresponding thereto.

  The item-specific condition combo box 91b sets items such as customer name, brand name, quantity, date, product number, product name, person in charge name, unit price, and estimate number. The values present in are displayed so that they can be selected.

That is, for example, in the case of a customer name, a list of customer names existing in the estimate data is displayed and can be selected.
In addition, because there are many selectable values, designation by manual input is also possible.

  The check box 91a is provided corresponding to the item-specific condition combo box 91b. When the check box 91a is checked, the setting content of the item-specific condition combo box 91b is reflected as a search condition. .

  The history number input box 91c is input when the history number of the browsed narrowing history is known. When a history number is entered in the history number input box 91c, the narrowed-down history of the designated history number can be viewed regardless of the settings of the check box 91a and the item-specific condition combo box 91b.

  When the search condition for the narrowing history is set in this way and the start button 91d is clicked, the control device executes a search process for extracting the narrowing history data corresponding to the search condition from the narrowing history table 41 (step s2). .

  The search result is displayed on the corresponding history list screen 92 as shown in the screen image diagram of FIG. 23 (step s3).

The corresponding history list screen 92 displays a list of the narrowed-down history data on the list display unit 92b, allows arbitrary narrowed-down history data to be selected with the cursor 92a, and allows the user to select the narrowed-down history data desired to be browsed (step s4). .
Note that the cancel button 92d is a button for ending the narrowing-down history browsing process when clicked.
The return button 92e is a button for returning to the previous screen when clicked.

  When arbitrary narrowing history data is selected in this way and the browse button 92c is clicked (step s5), the display pattern selection screen 93 shown in the screen image diagram of FIG. 24 is displayed and the display pattern is selected (step s6). ).

  The display pattern selection screen 93 includes a continuous browsing button 93a, an analysis button 93b, a reflection pattern browsing button 93c, and a non-reflection pattern browsing button 93d.

The continuous browsing button 93a is a button that can sequentially browse the processes narrowed down by the search.
The analysis button 93b is a button for executing an analysis process described later.

The reflection pattern browsing button 93c is a button for browsing the estimate data actually reflected.
The non-reflecting pattern browsing button 93d is a button for browsing a quote that has been referenced but not reflected.

  When the continuous browsing button 93a, reflected pattern browsing button 93c, or non-reflected pattern browsing button 93d is clicked, a narrowed content confirmation screen (primary search) 95 shown in the screen image diagram of FIG. Is allowed (step s7).

  The narrowed-down content confirmation screen (primary search) 95 includes a narrow-down performer display unit 95a, a search condition display unit 95c, a search result display unit 95d, a corresponding number display unit 95e, a next button 95f, and a back button 95g.

The narrowing-down execution person display section 95a displays the name of the person who performed the narrowing down by the search.
The search condition display unit 95c displays a narrow-down condition in the primary search.

  The search result display unit 95d displays a list of estimate data of search results in the primary search. If the estimate data displayed in a list is selected by double-clicking, the estimate data can be displayed and confirmed in detail in an uneditable state.

  In addition, this confirmation screen has a reflection button so that if the reflection button is clicked, the process proceeds to the above-described step p15 (FIG. 12) so that an estimate can be started reflecting the estimate data. It is composed.

The corresponding number display section 95e displays the number of hits as corresponding estimate data.
The return button 95g is a button for returning to the previous screen.

  In this way, the search condition and the result are confirmed on one screen, and when the next button 95f is clicked, if the narrowed-down history data is data that has been subjected to the secondary search (step s8), FIG. The narrowed-down content confirmation screen (secondary search) 95 ′ shown in the screen image diagram is displayed (step s9).

  The refined content confirmation screen (secondary search) 95 ′ includes a previous search condition display unit 95 b in addition to the items displayed on the refined content confirmation screen (primary search) 95.

The previous search condition display part 95b is a part for displaying the search condition performed before the currently displayed search condition. In this example, since the present is a secondary search, the search condition for the primary search is displayed. ing.
This makes it possible to confirm the narrowing-down status by a plurality of search conditions on one screen.

  When the contents of the secondary search are confirmed in this way and the next button 95f is clicked, if the narrowed-down history data is data that has been subjected to the tertiary search (step s10), it is shown in the screen image diagram of FIG. A refined content confirmation screen (tertiary search) 95 "is displayed (step s11).

  On the refinement content confirmation screen (tertiary search) 95 ", the search condition for the primary search and the search condition for the secondary search are displayed side by side in the previous search condition display part 95b, and the narrowing down status by a series of search processes can be confirmed on a single screen. It is said.

  When the narrowing state is confirmed in this way and the next button 95f is clicked, the narrowed-down content total screen 98 shown in the screen image diagram of FIG. 28 is displayed (step s12).

  The narrowing-down contents comprehensive screen 98 includes a narrowing-down execution person display section 98a, a search method display section 98b, a search summary display section 98c, a comment display section 98d, a next button 98f, a list button 98g, a continuous browsing button 98h, and a continuous switching button. 98i and a browsing end button 98j.

The narrowed-down performer display unit 98a displays the name of the performer who performed the search process.
The search method display unit 98b displays the executed search method.
The search summary display section 98c displays a search processing summary such as a search number, date, and search method.

The comment display unit 98d displays a comment input by the searcher.
The next button 98f performs browsing of the next narrowed-down history data.

The list button 98g displays the corresponding history list screen 92 described with reference to FIG.
The continuous browsing button 98h is a button for starting continuous browsing, and when clicked, allows the processing of steps s7 to s12.

The continuous switching button 98i switches the browsing pattern from reflection to non-reflection and from non-reflection to reflection.
The browsing end button 98j ends browsing.

  With the above operation, the user can browse a series of search processes performed for preparing an estimate, and learn an estimate creation technique. Therefore, it is possible to use the history browsing to narrow down new employee education, and new employees can learn the process, technology, and price setting feelings before making an estimate by themselves without asking questions from experts.

  Even if the person in charge of the customer is changed, it is possible to browse the details from the preparation of the estimate of the predecessor to the presentation and the conclusion of the contract, so it is easy to learn the price setting of the predecessor You can turn it on.

  Next, analysis processing executed when the analysis button 93b (FIG. 24) is clicked in step s6 will be described with a processing flowchart of the operation of the control device of the personal computer 10 shown in FIG.

First, the control apparatus displays an analysis method selection screen 101 shown in the screen image diagram of FIG. 30, and allows the user to set the analysis method (step u1).
The analysis method selection screen 101 includes a comparative analysis button 101a, a trend analysis button 101b, and a return button 101c.

The comparative analysis button 101a is a button for executing comparative analysis.
The trend analysis button 101b is a button for executing trend analysis.
The return button 101c is a button for returning to the previous screen.

  When the comparison analysis button 101a is clicked (step u2), the comparison analysis screen 102 shown in the screen image diagram of FIG. 31 is displayed to allow the user to input a comparison analysis target (step u3).

  The comparison analysis screen 102 includes a reflected estimate specification text box 102a, a non-reflected estimate specification text box 102b, a return button 102c, a comparison button 102d, and a comprehensive button 102e.

The reflection estimate specification text box 102a permits the specification of a reflection estimate to be compared with an estimate number.
The non-reflecting estimate designation text box 102b allows the non-reflecting estimate to be compared to be designated and permitted by the estimate number.

The return button 102c is a button for returning to the previous screen.
The comprehensive button 102e is a button for displaying the narrowed-down content total screen 98 described with reference to FIG.

  When the comparison target is input in this way and the comparison button 102d is clicked, the control device displays the comparison result display screen 103 shown in the screen image diagram of FIG. 32 (step u4).

  The comparison result display screen 103 includes a comparison content list display section 103a, a save button 103b, a list button 103c, a pattern display button 103d, and a return button 103e.

The comparison content list display section 103a is composed of three items, a difference item, a reflection, and a non-reflection, and can compare items whose contents are different between the reflection estimate specified on the comparison analysis screen 102 and the non-reflection estimate. To display.
At this time, the different parts are displayed in reverse so that the different parts are clearly displayed, such as inversion display or specific color display.

The save button 103b is a button for saving the analysis history so far together with the analysis result in the analysis history table 43 (FIG. 8).
The list button 103c is a button for returning to the corresponding history list screen 92 (FIG. 23).

The pattern-specific display button 103d is a button for returning to the display pattern selection screen 93 (FIG. 24).
The return button 103e is a button for returning to the previous screen.
In this way, the comparative analysis is allowed and the process is terminated.

  When the trend analysis button 101b is clicked on the analysis method selection screen 101 in step u2, the trend analysis screen 104 shown in the screen image diagram of FIG. 33 is displayed, and the input of the condition to be analyzed in the trend analysis is allowed ( Step u5).

  The trend analysis screen 104 includes a search condition designation unit 104a, an analysis display content designation unit 104b, a return button 104c, and an analysis button 104d.

  The search condition designating unit 104a is composed of a plurality of combo boxes in which a plurality of items to be analyzed can be designated, and a target can be designated by a customer name, brand name, product name, or the like. In the figure, three examples are displayed, but other items and the number of items may be used.

The analysis display content designating unit 104b is configured by a check box capable of selecting content for which a trend is to be analyzed, and allows selection of a profit margin, a suggested price, a profit, or other items. In addition, as other items, it is preferable that items related to the final result of the estimate, such as presence / absence of presentation or availability, can be selected.
The return button 104c is a button for returning to the previous screen.

In this way, when the target and contents to be subjected to the trend analysis are specified and the analysis button 104d is clicked, the trend analysis result display screen 105 shown in the screen image diagram of FIG. 34 is displayed (step u6).
The trend analysis result display screen 105 includes an analysis content display unit 105a, a return button 105b, and an end button 105c.

  The analysis content display unit 105a includes a search condition, an estimate number, a history number, and a comparison item (margin in the illustrated example). In the comparison item, the reflected estimate and the non-reflected estimate are separately counted, and the upper limit value and the lower limit value are respectively displayed. In this example, the upper limit value and the lower limit value are displayed, but each average value may be displayed.

The return button 105b returns to the previous screen when clicked.
When the end button 105c is clicked, the analysis process ends.

  With the above operation, the user can analyze the contents of the past refinement history. In the comparative analysis, the reflected estimate and the unreflected estimate can be compared side by side, and it can be understood why the unestimated estimate was not reflected.

  Further, by confirming this, it becomes easy to understand what the execution person of the refinement search at that time reflects the past estimate data and creates the estimate.

  In addition, the trend analysis can compare the trend of the reflected estimate with the trend of the estimate that has not been reflected. For example, it is easy to ensure that past estimates with low margins are not reflected reliably. Analyze and know.

  According to the embodiment described above, it becomes possible for a newcomer to browse the self-study by reading a guide for preparing an expert's estimate.

  More specifically, for example, in the history search condition input screen 91 of FIG. 22, if the limited history executor to be browsed by the “person in charge” who is the narrowing down person is limited, the corresponding history list screen 92 of FIG. Only the narrowing history of the person in charge is displayed.

  Here, until one estimate is created, that is, until the estimate is reflected or the estimate is started without reflecting it, the same history number is repeated no matter how many times the search process is repeated. Is stored in the narrowing-down history table 41.

Therefore, the first history of the narrowed-down history data to which the same history number is assigned can be browsed first, and the details of the subsequent narrowed-down search and the estimated quote can be sequentially confirmed (step s7 in FIG. 21). ~ S11).
Thereby, it is possible to browse how past data is diverted, which estimate is picked up and referenced, and a final estimate is created.

  Furthermore, by browsing the estimate itself created and completed in this way, you can know the process by which an expert completes the estimate and the content that was finally determined from the information obtained in this process. It is possible for newcomers to acquire the know-how of skilled workers and the sense of final decision such as profit margins through self-learning.

  In particular, by knowing whether or not it has been reflected in the estimate (stored in the reflected estimate number in the refinement history table 41), know the consciousness and criteria of the person in charge of creating the estimate (predecessor, etc.) Can be used for the learning of field personnel (newcomers, etc.).

Further, by browsing the presence / absence of presentation (stored in the presence / absence of the presentation in the estimate information table 31), it is possible to understand the estimate sense (margin, etc.) of the person in charge of creation.
As a result, the site manager can use the management of the person in charge, for example, by evaluating the ability of the person in charge of the production by referring to the number of quotations that do not lead to an order.

  For the analysis of the presence / absence of the presentation, a configuration may be adopted in which two values, an estimated estimate and an unpresented estimate, are displayed in an arbitrary item so as to be comparable with a graph such as a line graph. In this case, it is possible to easily compare whether or not the estimate is presented.

Further, by browsing the approval / disapproval (stored in the approval / disapproval of the estimate information table 31), it is possible to understand the discretion, performance, and customer needs of the person in charge of creation.
This makes it possible for managers to use it as a basis for determining management policies.

  For the analysis of whether or not it is possible to establish, it may be configured such that two values of the establishment estimate and the non-establishment estimate are displayed so as to be comparable in a graph such as a line graph. In this case, it is possible to easily compare the possibility of establishment of the estimate.

  Although the above embodiment has been described as a stand-alone type, the database (30, 40, 50) is stored in the server, and the program (20, 21, 22, 23, 24, 25) is stored in the client machine. Thus, a client / server configuration for sharing data over a network may be used.

  Thereby, it becomes easy to share estimate data of a plurality of persons and use past estimate data.

  In this case, the user who is performing the search may be configured to register the user who is performing the search when registering the narrowing history in steps p17 and p18 described with reference to FIG.

In this case, it is also possible to require a login with a user ID and password, recognize the user from the login data, and automatically register at the time of registration.
In addition, when the server / client system is configured as described above, single sign-on may be used.

  Further, in the above-described estimate creation processing (step 19 in FIG. 12), the detailed content reflection data selection screen 107 shown in the screen image diagram of FIG. 35 is displayed and can be selected while confirming the detailed content of the estimate data to be reflected. It is also good.

  In this case, the detailed content of the estimate data to be reflected is displayed on the detailed content display unit 107a, and the left and right of the switching button 107b is clicked to switch and display the continuous estimate data. The estimate creation screen 72 (FIG. 11) may be displayed by clicking the confirm button 107c when the message is displayed.

  The estimate data that can be switched and displayed in sequence is checked by a plurality of estimate data in the list display portion 85a of the reflected data designation screen 85 (FIG. 20), and a check is made sequentially from all the estimated estimate data. A configuration that can be selectively displayed may be used.

  As a result, the estimate data to be reflected can be compared in detail at the final stage before reflection, and the estimate data to be reflected more accurately can be determined.

In correspondence between the configuration of the present invention and the above-described embodiment,
The input means of the present invention corresponds to the input device of the personal computer 10 of the embodiment,
Similarly,
The storage means corresponds to the storage device of the personal computer 10,
The output means corresponds to a printing apparatus connected to the personal computer 10,
The control means corresponds to the control device of the personal computer 10,
The estimate creation support program corresponds to the main program 20, the estimate creation program 21, the past data search program 22, the past data reflection program 23, the narrowing history browsing program 24, and various analysis programs 25.
The estimate information corresponds to the estimate information table 31,
The refinement history information corresponds to the refinement history table 41,
The estimate information search process corresponds to steps p1 to p14.
The estimate information reflection process corresponds to steps p15 to p19,
The refinement history storage process corresponds to steps p17 to p18,
The refinement history information search process corresponds to steps s1 to s3,
The refinement history information reference process corresponds to steps s1 to s12,
The search result display process corresponds to steps s7, s8, s10,
The search criteria entered earlier corresponds to the primary search criteria,
Additional search conditions correspond to secondary and subsequent search conditions,
The present invention is not limited only to the configuration of the above-described embodiment, and many embodiments can be obtained.

The system block diagram of an estimate preparation assistance system. Database configuration diagram. The data block diagram of an estimate information table. The data block diagram of a merchandise information table. The data block diagram of a customer information table. The data block diagram of a narrowing-down history table. The data block diagram of a detailed table. The data block diagram of an analysis history table. The processing flowchart which shows the whole operation | movement of the control apparatus of a personal computer. Screen image of the main menu. Screen image of the estimate creation screen. The processing flow figure of past data reflection estimate processing. The screen image figure of a search method selection screen. The screen image figure of a keyword search condition input screen. The screen image figure of the latest search condition input screen. The screen image figure of a period search condition input screen. The screen image figure of a search result screen. The screen image figure of a keyword search condition input screen. The screen image figure of a search result screen. The screen image figure of a reflection data specification screen. The processing flow figure of various log | history browsing processes. The screen image figure of a history search condition input screen. A screen image of the corresponding history list screen. The screen image figure of a display pattern selection screen. The screen image figure of a narrowing-down content confirmation screen (primary search). The screen image figure of a narrowing-down content confirmation screen (secondary search). The screen image figure of a narrowing-down content confirmation screen (tertiary search). Screen image of the narrowed down content overall screen. The processing flowchart of an analysis process. The screen image figure of an analysis method selection screen. The screen image figure of a comparative analysis screen. The screen image figure of a comparison result display screen. The screen image figure of a trend analysis screen. The screen image figure of a trend analysis result display screen. The screen image figure of detailed contents reflection data selection screen.

DESCRIPTION OF SYMBOLS 1 ... Estimate creation support system 10 ... Personal computer 20 ... Main program 21 ... Estimate creation program 22 ... Past data search program 23 ... Past data reflection program 24 ... Refinement history browsing program 25 ... Various analysis programs 31 ... Estimate information table 41 ... refinement history table

Claims (5)

Input means for allowing input of estimate information necessary for creating an estimate, storage means for storing the estimate information, output means for outputting an estimate based on the estimate information, and execution control of these means An estimate making support system comprising control means for
In the processing executed by the control means,
An estimate information search process for allowing the estimate information stored in the storage means to be searched according to a predetermined search condition;
A process for allowing input of a comment during the search process;
A process for selecting whether to reflect the estimated information selected by the search in the creation of a new quotation ;
In addition to setting an estimate information reflection process for creating an estimate that reflects the reflection items of the estimate information as past data when it is selected to reflect,
In the case of reflecting the estimated information including the search condition and the comment for narrowing down the estimated information at the time of the search and reflecting the estimated information in the creation of a new estimate in the estimated information reflecting process In either case, the narrowing-down history storage process stored in the storage means;
A refinement history information reference process for allowing reference to the refinement history information including the comment based on an input by the input means ;
An estimate creation support system in which an analysis process for displaying a reflected estimate and a non-reflected estimate so that they can be compared side by side is set. The estimated value creation support system according to claim 1 , wherein the same history number is assigned and the search condition is stored in the refined history information until it is selected in the process of selecting whether to reflect or not. . The estimation according to claim 1 or 2 , wherein when the estimate is displayed in the estimate information reflection process, a display method of the reflection item reflecting the past data is changed so as to be different from other items. Book creation support system. Allow input by the input means of the estimate information necessary for creating the estimate, store the estimate information in the storage means, execute the output of the estimate based on the estimate information by the output means, and control these means An estimate creation support program that controls execution of
In the processing to be executed by the control means,
An estimate information search process for allowing the estimate information stored in the storage means to be searched according to a predetermined search condition;
A process for allowing input of a comment during the search process;
A process for selecting whether to reflect the estimated information selected by the search in the creation of a new quotation ;
In addition to setting an estimate information reflection process for creating an estimate that reflects the reflection items of the estimate information as past data when it is selected to reflect,
In the case of reflecting the estimated information including the search condition and the comment for narrowing down the estimated information at the time of the search and reflecting the estimated information in the creation of a new estimate in the estimated information reflecting process In either case, the narrowing-down history storage process stored in the storage means;
A refinement history information reference process for allowing reference to the refinement history information including the comment based on an input by the input means ;
An estimate creation support program that sets an analysis process to display the reflected estimate and the non-reflected estimate so that they can be compared side by side . A recording medium storing the estimate preparation support program according to claim 4 .

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