JP5932624B2 - Transaction management system and transfer device - Google Patents

Description

  The present invention relates to a transaction management system that manages form issuance and billing receipts associated with transactions between companies or between companies and individuals.

Traditionally, when a company or retail store sells various products (including in-house products, retail products, services, etc.) to customers such as companies and individuals, it issues a quotation that estimates the selling price of the product, Concerning product ordering, a contract or purchase order is created and stamped on the document. When the product is delivered to the customer, an invoice and invoice are issued. When the product is delivered, the customer inspects the product. Upon receipt of confirmation documents (examination, undelivered, missing, and non-qualified products), issue a receipt to confirm delivery and pay for the product by the customer's payment Upon receipt, a receipt will be issued.
In addition, when an employee purchases an article such as stationery or equipment for use in the company, an article purchase slip is issued and circulated to the purchaser in the company, and the purchaser enters the article purchase slip. The merchandise is ordered from the merchant, and the merchant delivers the merchandise to the company and issues an invoice and invoice.

  However, when the purchase price of the product is transferred from the billing party to the billing source by bank transfer or the like, the billing source can only know the name of the transfer person and the amount of money to be transferred. Therefore, when the amount after deducting the transfer fee is transferred from the billing party, when the amounts charged for multiple invoices are added together, or one of the amounts charged on one invoice In the case where only the price of the product of the part is transferred, there is a problem that it is difficult for the billing source to verify the billing and the payment.

  In addition, in the process of exchange of various forms such as quotations, contracts, purchase orders, invoices, receipts, receipts, invoices, receipts, and goods purchase slips, etc. Both the purchaser and the purchaser have to manually input and manage the product information such as the product number, quantity, and price in an information processing apparatus such as a personal computer, which is troublesome. In addition, since it is not easy to manage the history of merchandise transactions from various forms issued with each merchandise transaction, there is a problem that it is not possible to easily respond to inquiries regarding the transaction status of goods and billing payment.

  As a system for eliminating the trouble of manually inputting the contents of the invoice, Patent Document 1 describes that code information including the invoice contents is printed on the invoice together with the invoice contents. As a result, the person in charge of the billing company's debt verification and payment procedure can capture the contents of the bill into the information processing terminal simply by reading the code information on the invoice, saving manual input. be able to.

JP 2006-281701 A

  However, even if the system described in Patent Document 1 is used, the problem that it takes time to verify billing and payment at the billing source is not solved. Moreover, in patent document 1, although the charge content can be managed for every bill, management of the log | history of the transaction for every goods described in the bill is not easy.

The present invention has been made to solve the above-described problems, and a transaction management system and a transfer device that make it easy to check bills and deposits in bills and deposits associated with merchandise transactions. The purpose is to provide.
Another object of the present invention is to provide a transaction management system and a transfer device that can easily manage a history related to a transaction for each product based on a form created with the transaction of the product. To do.

In order to achieve at least one of the above objects, a transaction management system according to the present invention is a transaction management system for managing information related to a transaction based on a form issued along with the transaction of the product, Two-dimensional encoding of product information acquisition means for acquiring information, print information acquisition means for acquiring form print information representing items to be printed on the form other than the product information, and the product information and the print information A form code creating means for creating the two-dimensional form code, at least one of a two-dimensional product code obtained by two-dimensionally encoding the product information and the two-dimensional form code, the product information, and the form print information, And a form printing means for printing.
According to the present invention, by printing at least one of the two-dimensional product code and the two-dimensional form code, the product information, and the form print information, the form can be printed without manually inputting the product information. Since it can be easily obtained from the two-dimensional product code or two-dimensional form code printed on the product, the history related to the transaction can be easily managed for each product based on the form created with the product transaction. Can do.

In the above invention, the apparatus further comprises a product code acquisition unit that acquires a two-dimensional product code obtained by two-dimensionally encoding the product information, and the product information acquisition unit stores the two-dimensional product code acquired by the product code acquisition unit. The product information is obtained by decryption.
According to the present invention, it is possible to easily acquire product information without error by reading and acquiring a two-dimensional product code with a reader or by copying and acquiring a two-dimensional product code displayed on a display screen. In addition, it is possible to easily create a form such as an estimate and an invoice based on the product information. In addition, by printing the two-dimensional product code on the form, it is possible to easily manage the history of time-series office processing related to the transaction of the product represented by the two-dimensional product code for each product.

In the above invention, the form is an invoice, the form print information includes an invoiced amount, and a payment for transmitting the form code to a terminal possessed by the invoice issuer during the payment process of the invoiced amount. An information transmission means is provided.
According to the present invention, by sending the form code to the terminal owned by the invoice issuer at the time of the payment processing of the invoice amount, the invoice can easily grasp which invoice is received. , Billing and payment can be easily verified.

In the above invention, the payment information transmitting means transmits, instead of the form code, a two-dimensional product code obtained by two-dimensionally encoding the product information to be paid to a terminal owned by the invoice issuer. It is characterized by that.
According to the present invention, by sending a two-dimensional product code obtained by two-dimensionally encoding product information to be paid to a terminal owned by the invoice issuer, the invoice issuer can determine which product. You can easily grasp whether the money was transferred. In addition, based on the form created with the transaction of the product, it is possible to easily manage the chronological history of paperwork related to the transaction.

1 is an overall configuration diagram of a transaction management system according to an embodiment of the present invention. It is a block diagram which shows the function structure of the transaction management apparatus which comprises the transaction management system which concerns on the embodiment. It is a figure which shows the example of a layout in case "form" is an estimate. It is a block diagram which shows the function structure of the transfer apparatus which comprises the transaction management system which concerns on the embodiment. It is a flowchart which shows the procedure of the estimate preparation process which the transaction management system concerning the embodiment performs. It is a flowchart which shows the procedure of the bill preparation process which the transaction management system concerning the embodiment performs. It is a flowchart which shows the procedure of the transfer process which the transaction management system concerning the embodiment performs.

Hereinafter, embodiments of the present invention will be described in detail with reference to the accompanying drawings.
FIG. 1 is an overall configuration diagram of a transaction management system according to an embodiment of the present invention. As shown in the figure, the transaction management system includes a transaction management device 10, a transfer device 40, and a bank server 50. These devices are connected to a communication network 60 such as the Internet or a wireless LAN. It is connected. The transaction management apparatus 10 is electrically connected to a QR code (registered trademark) reading apparatus 20 and a printing apparatus 30 by wire or wirelessly. Further, the QR code reader 20 is electrically connected to the transfer device 40 by wire or wirelessly. The transaction management device 10 and the transfer device 40 are devices that are managed or used by companies, organizations, individuals, etc. In this embodiment, the transaction management device 10 is a device managed by the company A, and the transfer device 40 is the company A. It is assumed that the device is managed by a company B that has a transaction.

The QR code reader 20 is, for example, a two-dimensional bar code reader, and is printed on a catalog, an estimate, a contract, an order, an invoice, a receipt, a receipt, an invoice, a receipt, an article purchase slip, etc. The QR code and the QR code displayed on the screen of an information processing apparatus such as a personal computer are read.
The printing apparatus 30 is a general printer that can print characters and graphics on a print medium such as paper.

(Configuration of transaction management device)
The transaction management apparatus 10 is an information processing apparatus such as a personal computer, for example, manages information associated with product transactions or creates and prints various forms. Here, as the various forms, for example, there are an estimate, a contract, an order, a delivery note, a receipt, a receipt, an invoice, a receipt, an article purchase slip, and the like.
The transaction management apparatus 10 includes, as hardware, a CPU, a storage device such as a RAM, a ROM, and a hard disk, a communication interface, an input / output interface such as a keyboard, and a display. Various data and software such as programs are stored in the storage device.

For example, the hard disk stores a program for decoding QR code into text data, a program for generating QR code from text data, and a program for printing various forms. The hard disk also stores screen display data for displaying a print information input screen for inputting information to be printed other than product information, data representing the contents of the issued form, and the like.
The function shown in FIG. 2 is realized in the transaction management apparatus 10 by the CPU of the transaction management apparatus 10 reading a program stored in a storage device such as a hard disk and executing processing according to the program.

  The product code acquisition unit 101 acquires a product QR code (corresponding to “two-dimensional product code”). Here, the product QR code is a code in which product information is two-dimensionally encoded. The product information includes various information for identifying the product. For example, the product number (machine number and serial number when the product is a machine), product name, country of manufacture, manufacturer, seller, etc. Exists.

In the present embodiment, a two-dimensionally encoded code is described as a QR code. However, the code is not limited to a QR code, and may be a two-dimensional code of another standard such as a stacked barcode method.
In addition, as a method of acquiring the QR code, the QR code reading device 20 may read and output the QR code, or may acquire the one registered in advance in the hard disk of the transaction management device 10. Alternatively, the QR code displayed on the form or the display may be captured, or a copy of the QR code displayed on the display may be acquired.

  The product information acquisition unit 102 acquires product information by decrypting the product QR code acquired by the product code acquisition unit 101. Note that the method for acquiring product information is not limited to this. For example, product information stored in the hard disk of the transaction management apparatus 10 can be acquired by manual input or OCR input of a form, or a QR that represents the contents of a form. Product information can also be acquired by analyzing a code (corresponding to “two-dimensional form code”, hereinafter referred to as “form QR code”).

The print information acquisition unit 103 acquires form print information representing items to be printed on the form other than the product information acquired by the product information acquisition unit 102. The “form print information” includes, for example, information indicating a management number, a destination, an amount of money, a date, a person in charge of an issuer, and the like.
In addition, as a method of acquiring the form print information, when the office worker displays a print information input screen on the display of the transaction management apparatus 10 and operates the input interface such as a keyboard to input various information from the screen, The print information acquisition unit 103 can acquire the input information as form print information. The destination, issuer, etc. can be registered in advance in the database and automatically displayed on the print information input screen. Further, when the company A has a system for accepting product orders via the communication network 60, information such as customer information and quantity input at the time of order can be acquired as part of the form print information. it can.

The form code creation unit 104 creates a form QR code by two-dimensionally encoding the product information and the form print information.
The form printing unit 105 creates print data in which the product QR code, the form QR code, the product information, and the form print information are arranged at predetermined positions, and transmits the print data to the printing apparatus 30. The form is printed by the printing apparatus 30. FIG. 3 shows an example of the layout when the “form” is an estimate. In the example shown in the figure, “product” is an earphone and the estimated product quantity is two.

By printing the product QR code on the form in this way, it is possible to manage forms such as estimates and invoices on a product-by-product basis, confirming the background of paperwork related to the issuance of forms, and checking payments. It becomes easy.
In addition, by printing the form QR code on the form, the charge source and the charge-destination person can read the form QR code with the QR code reading device 20 without performing manual input. Therefore, it is possible to easily capture the contents printed on the information processing apparatus such as a personal computer and manage them, and it is not necessary to check the input contents for errors.
In the present embodiment, both the product QR code and the form QR code are printed. However, since both include product information, only one of them may be printed.

(Configuration of transfer device)
Next, the configuration of the transfer device 40 will be described. As with the transaction management device 10, the transfer device 40 is configured by an information processing device such as a personal computer.
The hard disk of the transfer device 40 has, for example, a claim code, a product QR code, and a QR code indicating the contents of the invoice written on the invoice sent from the company A by the business person in charge of reading the report of the company B. (Corresponding to “two-dimensional form code”, hereinafter referred to as “invoice QR code”) and the like are stored. The bill contents can be easily obtained without manually inputting the bill QR code described in the read bill by the transfer device 40.
The hard disk of the transfer device 40 stores a program for transmitting the invoice QR code or the QR code of the product to be paid to the transfer destination terminal when the transfer process is performed by connecting to the bank server 50. ing. When the CPU of the transfer device 40 executes the program, the QR code creating unit 401 and the payment information transmitting unit 402 shown in FIG.

The QR code creating unit 401 creates a QR code from information entered in a form input from the QR code reading device 20 or information manually input from the input interface of the transfer device 40.
The payment information transmission unit 402 transmits the invoice QR code to the transaction management apparatus 10 managed by the invoice issuer during the payment processing of the invoice amount.
In the case of paying only the price of a part of the products listed on one invoice, the QR code creating unit 401 recreates the QR code indicating the product number and the quantity of the product to be paid, and payment information The re-created product QR code can be transmitted to the transaction management apparatus 10 by the transmission unit 402. In this case, it is preferable to display a screen for selecting whether the payment unit is for each invoice or for each product on the transfer device 40 before the transfer.

  As a QR code transmission method, the QR code may be automatically transmitted when the transfer process is performed in cooperation with the bank system provided by the bank server 50, or a mail system or the like may be manually added. It may be used to transmit a QR code. Thereby, since the billing source can easily grasp what the transfer amount is for, it is easy to verify billing and payment.

(Quotation creation process)
Next, with reference to the flowchart shown in FIG. 5, the procedure of the estimate preparation process which a transaction management system performs is demonstrated. Here, an example will be described in which the “form” is an estimate, and the company A creates an estimate of a product scheduled to be delivered to the company B.
First, the person in charge of the company A operates the QR code reading device 20 to read a product QR code indicating information on a product scheduled to be delivered to the company B from, for example, a catalog of the company's products.
As a result, the QR code reading device 20 reads the product QR code and outputs the read product QR code to the transaction management device 10. The product code acquisition unit 101 of the transaction management device 10 acquires the product QR code output from the QR code reading device 20 (step S11). The product information acquisition unit 102 decodes the product QR code and acquires product information (step S12).

  Next, the person in charge operates an input interface such as a keyboard provided in the transaction management apparatus 10 to print out estimate print information (“ Corresponding to “Form Print Information”. Accordingly, the print information acquisition unit 103 acquires the estimate print information input from the input interface (step S13). When a customer database is stored in advance in the transaction management apparatus 10, the print information acquisition unit 103 can also acquire a destination customer name and the like from the database.

Next, the form code creation unit 104 two-dimensionally encodes the product information and the estimate print information, and creates an estimate QR code (corresponding to “2D form code”) indicating the contents of the estimate. (Step S14).
Next, the form printing unit 105 creates the print data by editing the product QR code, the estimate QR code, the product information, and the estimate print information into the estimate layout, and prints the print data. To device 30. The printing apparatus 30 prints an estimate as shown in FIG. 3 on a print medium such as paper (step S15). This completes the estimate creation process.
Thereafter, the person in charge of the company A delivers the printed estimate to the company B who desires to purchase the product.

(Invoice creation process)
Next, with reference to the flowchart shown in FIG. 6, the procedure of the invoice creation process which a transaction management system performs is demonstrated. Here, an example will be described in which the “form” is an invoice, and the invoice for the product delivered by the company A to the company B is created.
First, the person in charge of invoice creation of company A operates the QR code reading device 20 to read the estimate QR code or the product QR code from the estimate prepared in step S15.
Thereby, the QR code reading device 20 reads the QR code and outputs the read QR code to the transaction management device 10. The product code acquisition unit 101 of the transaction management apparatus 10 acquires the QR code output from the QR code reader 20. The product information acquisition unit 102 decodes the QR code and acquires product information (step S21). In addition, when product information is input to the transaction management apparatus 10 and stored in the hard disk when an estimate is created, the product information can also be acquired by reading from the hard disk.

  Next, the person in charge operates an input interface such as a keyboard provided in the transaction management apparatus 10 to request a destination to be printed on the invoice, the quantity of the delivered product, the amount charged, a payment condition, etc. Enter the document print information (corresponding to “form print information”). As a result, the print information acquisition unit 103 acquires the invoice print information input from the input interface (step S22).

  Next, the form code creation unit 104 creates a bill QR code by two-dimensionally encoding the product information and the bill print information (step S23).

  Next, the form printing unit 105 edits the product QR code, the invoice QR code, the product information, and the invoice print information into the invoice layout, creates print data, and prints the print data. To device 30. The printing apparatus 30 prints the bill on a print medium such as paper (step S24). This completes the invoice creation process. Thereafter, the person in charge delivers the printed invoice to the company B that purchased the product.

(Transfer processing)
Next, with reference to the flowchart shown in FIG. 7, the procedure of the transfer process which a transaction management system performs is demonstrated. Here, an example will be described in which a billing company B, which has received a bill from the billing company A, transfers money for some of the products listed in one bill. .
The person in charge of the company B performs an operation of reading the product QR code printed on the invoice with the QR code reader 20. Further, an operation for inputting the quantity of the product to be paid into the transfer device 40 is performed. Thereby, the QR code creating unit 401 regenerates the product QR code indicating the product number and the input quantity (step S31).

Next, the person in charge performs an operation of connecting the transfer device 40 to the bank server 50, and performs an operation of a transfer process of the price of the transfer target product. Thereby, the transfer apparatus 40 transmits the information which shows the transfer origin, the transfer destination, and the transfer amount to the bank server 50, and the bank server 50 performs a transfer process (step S32).
At this time, the payment information transmitting unit 402 transmits the product QR code regenerated in step S31 to the transaction management apparatus 10 (step S33).

  Thereby, the person in charge of the company A who has installed the transaction management device 10 confirms that the transfer amount from the company B is a transfer for the product and quantity represented by the product QR code notified from the transfer device 40. It can be easily grasped, and the labor required for verification of billing and payment can be greatly reduced.

As described above, by printing at least one of the two-dimensional product code, the two-dimensional form code, the product information, and the form print information, the product information can be easily acquired from the form. It is possible to easily manage the history of transactions for each product.
In addition, the product information can be acquired without error by acquiring the two-dimensional product code with the QR reader 20 or by copying it from the display screen. Can be easily created.
In addition, by sending a two-dimensional form code to the transaction management device 10 during the payment processing of the invoice amount, the invoice company A can easily grasp which invoice the invoice is received, and the verification of the invoice and the invoice Can be easily performed.
In addition, by transmitting the two-dimensional product code of the product to be paid to the transaction management apparatus 10, the issuer of the invoice can easily grasp to which product the price has been transferred.

  In the above-described embodiment, an example of creating an estimate and an invoice has been described as an example of creating a form. However, an estimate, a contract, an order, an invoice, a receipt, an acceptance certificate, an invoice, and a receipt It is also possible to create various forms such as documents and article purchase slips.

Moreover, although the case where the information regarding the merchandise transaction between companies was managed was demonstrated in embodiment mentioned above, this invention is applicable not only between a company but the merchandise transaction between a company, an individual, and a group. When an individual transfers the price of a product based on an invoice or transfer form issued by a company or organization, the transfer device 40 may be an ATM terminal installed in a bank or installed in a convenience store. A POS terminal may be used. In this case, the individual manually inputs the QR code reading device 20 connected to the transfer device 40 by reading the two-dimensional product code or the two-dimensional form code printed on the bill or the transfer paper. The transfer can be performed easily and accurately.
The present invention can also be applied to salary transfers. In this case, the employee's compensation for labor can be regarded as a product.

DESCRIPTION OF SYMBOLS 10 ... Transaction management apparatus 101 ... Product code acquisition part 102 ... Product information acquisition part 103 ... Print information acquisition part 104 ... Form code creation part 20 ... QR code reader 30 ... -Printing device 40 ... Transfer device 401 ... QR code creation unit 402 ... Payment information transmission unit 50 ... Bank server 60 ... Communication network

Claims (4)

A transaction management system for managing information related to the transaction based on a form issued with the transaction of the product,
Product information acquisition means for acquiring product information;
Print information acquisition means for acquiring form print information representing items to be printed on the form other than the product information;
A form code creating means for creating a two-dimensional form code obtained by two-dimensionally encoding the product information and the form print information;
Comprising a front SL 2-dimensional form code, and the commodity information and form printing means for printing, and the document print information,
The form includes an invoice,
When the form is an invoice, the form print information includes an invoice amount,
A transaction management system further comprising payment information transmitting means for transmitting the two-dimensional form code to a terminal possessed by the invoice issuer when processing the payment of the charged amount.   The payment information transmitting means transmits, instead of the two-dimensional form code, a two-dimensional product code obtained by two-dimensionally encoding the product information to be paid to a terminal owned by the invoice issuer. The transaction management system according to claim 1, wherein: It is an invoice issued along with a product transaction, the product information of the product, the invoice print information indicating items to be printed on the invoice other than the product information, the product information, and the bill A transfer device for processing payment of a bill amount charged by the bill printed with a two-dimensional bill code obtained by two-dimensionally coding a document print information,
A transfer apparatus comprising payment information transmission means for transmitting the two-dimensional invoice code acquired from the invoice to a terminal possessed by the invoice issuer at the time of payment of the invoice amount. . A payment target product code creating means for creating a two-dimensional product code obtained by two-dimensionally encoding the product information to be paid;
The payment information transmitting means transmits the two-dimensional product code created by the payment target product code creating means to a terminal possessed by the bill issuer instead of the two-dimensional bill code. The transfer device according to claim 3.

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