JP6927771B2 - Sales management equipment, sales management methods, and sales management programs - Google Patents

Description

The present invention relates to a sales management device, a sales management method, and a sales management program.

Patent Document 1 discloses a configuration in which the transition of the order amount or the order amount is displayed as a graph in comparison with the target amount in the period from the ordering of the product to the completion through the processing, assembly, electrical equipment, etc. of the product. There is.

Further, Patent Document 2 discloses a configuration in which a project scheduled to receive an order before receiving an order clearly indicates the progress of the order itself by clearly indicating the gross profit amount that changes due to an order or an order, etc. on a monthly basis. ing.

Japanese Unexamined Patent Publication No. 9-150350 Japanese Unexamined Patent Publication No. 11-353368

However, in Patent Documents 1 and 2, when an amount change occurs due to a specification change from the initial order amount, the expected profit is calculated from the order amount and the associated ordering information as the actual change difference occurs in the change month. There was a problem that the change could not be grasped as a period occurrence.

The present invention has been made in view of the above problems, and is capable of managing orders and expected income and expenditure on a property-by-property basis, and managing orders and expected income and expenditure on an accrual basis on a period-by-period basis. It is intended to provide equipment, sales management methods, and sales management programs.

In order to solve the above-mentioned problems and achieve the object, the sales management device according to the present invention is a sales management device including a storage unit and a control unit, and the storage unit is a product order date and an order. Order storage means for storing order data including amount, order amount and profit amount, change date in the change month when the order data was changed, order amount of the product in the change month and order amount in the month before the change month. The difference in orders received, which is the difference between It is provided with a difference storage means for storing difference data including a profit difference which is a difference from the profit amount in the previous month, and the control unit receives an order date and an order for the product when a new order instruction for the product is input. Order data including the amount, order amount and profit amount is registered in the order storage means, the order date is set as the change date, the order amount is set as the order difference, the order amount is set as the order difference, and the profit amount is set as the profit difference. When the new registration means for registering the difference data as described in the difference storage means and the amount change instruction for the order data are input in the same month as the registration or the previous change of the order data, the amount change instruction is based on the order data. Then, the order amount, the order amount and / or the profit amount included in the order data stored in the order storage means is replaced, and the amount change instruction and the difference registered in the difference storage means by the previous month. The same month change means for replacing the order difference, the order difference and / or the profit difference included in the difference data registered or changed in the same month based on the data is different from the registration or the previous change of the order data. When an amount change instruction is input to the order data in a month, the order amount, the order amount and / or the order amount included in the order data stored in the order storage means based on the amount change instruction. A different month change means for replacing the profit amount and registering new difference data in the difference storage means based on the amount change instruction and the difference data registered in the difference storage means up to the previous month, and a designated month and designation. When an order record output instruction including a period is input, the order difference, the order difference and the profit difference, and / or the order difference generated in the designated month based on the difference data stored in the difference storage means. Occurs during the specified period It is characterized in that it is provided with an order record output means for outputting the cumulative amount of the order difference, the cumulative amount of the order difference, and the cumulative amount of the profit difference.

Further, in the sales management device according to the present invention, the difference storage means further stores the order data including the person in charge identifier of the person in charge, and the order record output means is the person in charge identifier, the designated month and the designated month. When the order record output instruction including the designated period is input, the order difference, the order difference, and the profit difference generated in the designated month based on the difference data stored in the difference storage means, and the profit difference. It is characterized in that the cumulative amount of the order difference, the cumulative amount of the order difference, and the cumulative amount of the profit difference generated in the designated period are output for each person in charge.

Further, in the sales management device according to the present invention, the difference storage means further stores the order data including the department identifier of the department in charge, and the order record output means is the department identifier, the designated month and the designation. When the order record output instruction including the period is input, the order difference, the order difference, the profit difference, and the profit difference generated in the designated month are based on the difference data stored in the difference storage means. It is characterized in that the cumulative amount of the order difference, the cumulative amount of the order difference, and the cumulative amount of the profit difference generated in the designated period are output for each department in charge.

Further, in the sales management device according to the present invention, the difference storage means further stores the order data including the business partner identifier of the business partner, and the order record output means is the business partner identifier, the designated month and the designated month. When the order record output instruction including the designated period is input, the order difference, the order difference, and the profit difference generated in the designated month based on the difference data stored in the difference storage means, and the profit difference. It is characterized in that the cumulative amount of the order difference, the cumulative amount of the order difference, and the cumulative amount of the profit difference generated in the designated period are output for each business partner.

Further, in the sales management device according to the present invention, the order record output means further includes a budget and achievement rate of the order difference in the designated month, and / or a budget of the cumulative amount of the order difference in the designated period. It is characterized by outputting the achievement rate.

Further, in the sales management device according to the present invention, the order record output means further increases the budget of the profit difference in the designated month and / or the achievement rate with respect to the budget, and / or the profit difference in the designated period. It is characterized in that the budget of the accumulated amount and / or the achievement rate for the budget is output.

Further, the sales management device according to the present invention is characterized in that the order record output means further outputs the profit rate of the product in the designated month and / or the profit rate of the product in the designated period. do.

Further, the sales management method according to the present invention is a sales management method for causing a sales management device including a storage unit and a control unit to execute the sales management method, wherein the storage unit is a product order date, order amount, and order amount. And the order storage means that stores the order data including the profit amount, the change date in the change month when the order data was changed, and the difference between the order amount of the product in the change month and the order amount in the month before the change month. A certain order difference, an order difference which is the difference between the order amount of the product in the change month and the order amount in the month before the change month, and the profit amount of the product in the change month and the profit amount in the month before the change month. When a new order instruction for the product is input, which is provided with a difference storage means for storing the difference data including the profit difference which is the difference between the product and the control unit, the order date, the order amount, and the like. The order data including the order amount and the profit amount is registered in the order storage means, the order date is set as the change date, the order amount is set as the order difference, the order amount is set as the order difference, and the profit amount is set as the profit difference. If a new registration step for registering the difference data in the difference storage means and an instruction to change the amount of the order data are input in the same month as the registration of the order data or the previous change, based on the amount change instruction. The order amount, the order amount and / or the profit amount included in the order data stored in the order storage means is replaced with the amount change instruction and the difference data registered in the difference storage means by the previous month. Based on the same month change step that replaces the order difference, the order difference and / or the profit difference contained in the difference data registered or changed in the same month, and in a month different from the registration or previous change of the order data. When an amount change instruction is input to the order data, the order amount, the order amount and / or the profit amount included in the order data stored in the order storage means based on the amount change instruction. And the different month change step to register new difference data in the difference storage means based on the amount change instruction and the difference data registered in the difference storage means up to the previous month, and the designated month and designated period. When the order record output instruction including is input, the order difference, the order difference and the profit difference, and / or the said difference generated in the designated month based on the difference data stored in the difference storage means. It is characterized by including an order record output step for outputting the cumulative amount of the order difference, the cumulative amount of the order difference, and the cumulative amount of the profit difference generated in the designated period.

Further, the sales management program according to the present invention is a sales management program for being executed by a sales management device including a storage unit and a control unit, and the storage unit is a product order date, order amount, and order amount. And the order storage means that stores the order data including the profit amount, the change date in the change month when the order data was changed, and the difference between the order amount of the product in the change month and the order amount in the month before the change month. A certain order difference, an order difference that is the difference between the order amount of the product in the change month and the order amount in the month before the change month, and the profit amount of the product in the change month and the profit amount in the month before the change month. When a new order instruction for the product is input in the control unit, the control unit is provided with a difference storage means for storing the difference data including the profit difference which is the difference between the product and the order date, the order amount, and the order amount. And the order data including the profit amount is registered in the order storage means, the order date is set as the change date, the order amount is set as the order difference, the order amount is set as the order difference, and the profit amount is set as the profit difference. In the same month as the registration of the order data or the previous change in the new registration step of registering the difference in the difference storage means and the order change instruction to the order data, the order is received based on the order change instruction. The order amount, the order amount and / or the profit amount included in the order data stored in the storage means are replaced, and based on the amount change instruction and the difference data registered in the difference storage means up to the previous month. In the same month change step that replaces the order difference, the order difference and / or the profit difference included in the difference data registered or changed in the same month, and in a month different from the registration or the previous change of the order data. When an amount change instruction is input to the order data, the order amount, the order amount and / or the profit amount included in the order data stored in the order storage means is replaced based on the amount change instruction. , A different month change step for registering new difference data in the difference storage means based on the amount change instruction and the difference data registered in the difference storage means up to the previous month, and an order including a designated month and a designated period. When the actual output instruction is input, based on the difference data stored in the difference storage means, the order difference, the order difference and the profit difference generated in the designated month, and / also Is characterized by executing an order record output step for outputting the cumulative amount of the order difference, the cumulative amount of the order difference, and the cumulative amount of the profit difference generated in the designated period.

According to the present invention, it is possible to confirm the order generation amount (period generation amount) and the expected profit (period generation amount) in the period. Further, according to the present invention, there is an effect that the user can easily grasp the net order record and the expected profit in the transaction of a large-sized device having a long delivery time span.

FIG. 1 is a diagram showing an outline of the present embodiment. FIG. 2 is a diagram showing an outline of the present embodiment. FIG. 3 is a block diagram showing an example of the configuration of the sales management device. FIG. 4 is a flow chart showing an example of processing of the sales management device according to the present embodiment. FIG. 5 is a diagram showing an example of form data in the present embodiment. FIG. 6 is a diagram showing an example of form data in the present embodiment. FIG. 7 is a diagram showing an example of form data in the present embodiment. FIG. 8 is a diagram showing an example of form data in the present embodiment. FIG. 9 is a diagram showing an example of form data in the present embodiment. FIG. 10 is a diagram showing an example of form data in the present embodiment. FIG. 11 is a diagram showing an example of a performance inquiry screen in the present embodiment. FIG. 12 is a diagram showing an example of a monthly business report according to the present embodiment.

Embodiments of the present invention will be described in detail with reference to the drawings. The present invention is not limited to the present embodiment.

[1. Overview]
The outline of the present embodiment will be described with reference to FIGS. 1 and 2. 1 and 2 are diagrams showing an outline of the present embodiment.

Conventionally, in industries such as large equipment manufacturing industries that perform individual manufacturing over a long period of time, the difference is calculated every month from a huge amount of order information and tabulated by spreadsheet software. Therefore, in the past, a great deal of time and effort was spent on aggregation by person in charge or by department.

Therefore, in the present embodiment, it is possible to grasp how the order record and the expected profit have changed on a monthly basis.

For example, as shown in FIG. 1, in the present embodiment, when a user inputs (registers) a new order in connection with an order for a device, the initial order amount is once fixed as the amount generated in that month. Since the difference in the order amount is also newly generated, it is generated as the total difference (step SA-1). Then, as shown in FIG. 1, in the present embodiment, when the user inputs an order due to a change in the order amount such as a specification change, the order amount and the expected gross profit of the slip itself are changed. Not only that, the change difference is also aggregated as information on the month of occurrence (step SA-2). Then, as shown in FIG. 2, in the present embodiment, it is possible to confirm the amount of orders generated and the expected profit in the period by the performance inquiry for each person in charge or the monthly sales management report.

[2. composition]
An example of the configuration of the sales management device 100 according to the present embodiment will be described with reference to FIG. FIG. 3 is a block diagram showing an example of the configuration of the sales management device 100.

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

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

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

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

The order file 106a stores order data including the order date of the product, the order amount of the product, the order amount of the product, and the profit amount (gross profit amount) of the product. Here, the order data includes the product slip number (slip No.), the department identifier of the department in charge of the product (department name and department code (CD)), and the identifier of the person in charge of the product (name of the person in charge and the person in charge). Person CD), supplier identifier (customer name and supplier CD) of product supplier (customer), product part number identifier (part number CD), product name, number of product orders, and product The unit price and the like may be included.

The difference file 106b contains the change date (occurrence date) in the change month when the order data is changed, the order difference which is the difference between the order amount of the product in the change month and the order amount in the month before the change month, and the order of the product in the change month. Stores the difference data including the order difference, which is the difference between the amount and the order amount in the month before the change month, and the profit difference, which is the difference between the profit amount of the product in the change month and the profit amount in the month before the change month. Here, the difference data includes the product slip number (slip No.), the department identifier of the department in charge of the product (department name and department CD), and the person in charge identifier of the person in charge of the product (person in charge name and charge). Person CD), the supplier identifier (customer name and supplier CD) of the customer of the product, the product number identifier (product number CD) of the product, the product name of the product, and the like may be included.

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

The control unit 102 is a CPU or the like that collectively controls the sales management device 100. The control unit 102 has an internal memory for storing a control program such as an OS, a program that defines various processing procedures, required data, and the like, and performs various information processing based on these stored programs. Run. The control unit 102 is functionally provided with a new registration unit 102a, a same month change unit 102b, a different month change unit 102c, and an order record output unit 102d.

When a new order instruction for a product is input, the new registration unit 102a registers the order data including the order date, the order amount, the order amount and the profit amount of the product in the order file 106a, and sets the order date as the change date. , The difference data in which the order amount is the order difference, the order amount is the order difference, and the profit amount is the profit difference is registered in the difference file 106b. Here, the new registration unit 102a includes a product slip number, a product department identifier, a product contact identifier, a product supplier identifier, a product product number identifier, a product product name, the number of product orders, and a product unit price. The order data including the above may be registered in the order file 106a. In addition, the new registration unit 102a makes a difference in the difference data including the product slip number, the product department identifier, the product person in charge identifier, the product partner identifier, the product product number identifier, the product product name, and the like. It may be registered in the file 106b.

In the same month as the registration of the order data or the previous change, when the amount change instruction is input to the order data, the same month change unit 102b converts the order data stored in the order file 106a based on the amount change instruction. Order difference included in the difference data registered or changed in the same month based on the difference data registered up to the previous month in the amount change instruction and difference file 106b by replacing the included order amount, order amount and / or profit amount. , Replace order difference and / or profit difference. Here, the same month change unit 102b may further replace the change date included in the difference data registered or changed in the same month based on the amount change instruction. Further, the change unit 102b of the same month may further replace the unit price included in the order data stored in the order file 106a.

When the different month change unit 102c registers the order data or a price change instruction is input to the order data in a month different from the previous change, the order storage in the order file 106a is based on the order change instruction. The order amount, order amount and / or profit amount included in the data are replaced, and new difference data is registered in the difference file 106b based on the amount change instruction and the difference data registered in the difference file 106b up to the previous month.

When the order record output instruction including the designated month and the designated period is input, the order record output unit 102d receives the order difference, the order difference, and the profit difference generated in the designated month based on the difference data stored in the difference file 106b. , And / or, the cumulative amount of the order difference, the cumulative amount of the order difference, and the cumulative amount of the profit difference generated in the specified period are output. Here, when the order record output instruction including the person in charge identifier, the designated month, and the designated period is input, the order record output unit 102d receives an order generated in the designated month based on the difference data stored in the difference file 106b. The difference, the order difference and the profit difference, the cumulative amount of the order difference generated in the specified period, the cumulative amount of the order difference and the cumulative amount of the profit difference may be output for each person in charge identifier. Further, when the order record output instruction including the department identifier, the designated month and the designated period is input, the order record output unit 102d receives the order difference generated in the designated month based on the difference data stored in the difference file 106b. The order difference and the profit difference, the cumulative amount of the order difference generated in the specified period, the cumulative amount of the order difference, and the cumulative amount of the profit difference may be output for each department in charge. Further, when the order record output instruction including the supplier identifier, the designated month and the designated period is input, the order record output unit 102d receives the order difference generated in the designated month based on the difference data stored in the difference file 106b. , The order difference and the profit difference, the cumulative amount of the order difference generated in the specified period, the cumulative amount of the order difference and the cumulative amount of the profit difference may be output for each business partner. In addition, the order record output unit 102d may further output the budget and achievement rate of the order difference in the designated month and / or the budget and achievement rate of the cumulative amount of the order difference in the designated period. In addition, the order record output unit 102d further determines the budget of the profit difference in the designated month and / or the achievement rate for the budget, and / or the budget for the cumulative amount of the profit difference in the designated period and / or the achievement rate for the budget. It may be output. In addition, the order record output unit 102d may further output the rate of return of the product in the designated month and / or the rate of return of the product in the designated period. Further, the order record output unit 102d may display the order record on the output device 114. Further, the order record output unit 102d may print the order record via the output device 114.

[3. Concrete example]
Specific examples of this embodiment will be described with reference to FIGS. 4 to 12.

[Order difference management process]
Here, an example of the order difference management process in the present embodiment will be described with reference to FIG. FIG. 4 is a flow chart showing an example of processing of the sales management device 100 in the present embodiment.

As shown in FIG. 4, the new registration unit 102a receives a new order for a product in March, and when a new order instruction for the product is input by the user via the input device 112, the new registration unit 102a of the product Slip No. (J001), order date (2017/3/1), department CD (B001), person in charge CD (T001), product number CD (A001), product name (product A), number of orders (1), unit price (¥ 400) , Order data including order amount (¥ 400), order amount (¥ 320) and gross profit amount (¥ 80) is registered in the order file 106a, the order date is set as the change date (occurrence date), and the order amount is set. The order difference is defined as the order difference, the gross profit amount is defined as the gross margin difference, and the slip No. of the product is used. (J001), the department CD (B001), the person in charge CD (T001), the product number CD (A001), and the difference data including the product name (product A) are registered in the difference file 106b (step SB-1).

Then, in March of the same month when the order data is registered, the change unit 102b of the same month changes the unit price to the order data to 500 yen, the order amount to 500 yen, and the order amount to 400 yen. When the amount change instruction to be instructed is input by the user via the input device 112, the unit price included in the order data stored in the order file 106a is replaced with ¥ 500 based on the amount change instruction, and the order amount is changed to ¥ 500. Replaced with 500, replaced the order amount with ¥ 400, replaced the gross profit amount with ¥ 100, and registered in the same month based on the amount change instruction and the difference data (no data) registered up to the previous month in the difference file 106b. The occurrence date included in the difference data is replaced with 2017/3/15, the order difference is replaced with ¥ 500, the order difference is replaced with ¥ 400, and the gross profit difference is replaced with ¥ 100 (step SB-2).

Then, in April of the month different from the previous change of the order data, the different month change unit 102c changes the unit price to the order data to 700 yen, changes the order amount to 700 yen, and orders the order amount to 560 yen. When the amount change instruction instructing the change to is input by the user via the input device 112, the unit price included in the order data stored in the order file 106a is replaced with ¥ 700 based on the amount change instruction. Replace the order amount with ¥ 700, replace the order amount with ¥ 560, replace the gross profit amount with ¥ 140, and change the order data based on the amount change instruction and the difference data registered up to the previous month in the difference file 106b. Date of occurrence (April 1, 2017), product slip No. (J001), department CD (B001), person in charge CD (T001), product number CD (A001), product name (product A), order difference (¥ 200), order difference (¥ 160) and gross profit difference (¥ 40) New difference data including the above is registered in the difference file 106b (step SB-3).

Then, in June of the month different from the previous change of the order data, the different month change unit 102c changes the unit price to the order data to 600 yen, the order amount to 600 yen, and the order amount to 480 yen. When the amount change instruction instructing the change to is input by the user via the input device 112, the unit price included in the order data stored in the order file 106a is replaced with 600 yen based on the amount change instruction. Replace the order amount with ¥ 600, replace the order amount with ¥ 480, replace the gross profit amount with ¥ 120, and change the order data based on the amount change instruction and the difference data registered up to the previous month in the difference file 106b. Date of occurrence (June 1, 2017), product slip No. (J001), department CD (B001), person in charge CD (T001), product number CD (A001), product name (product A), order difference (-¥ 100), order difference (-¥ 80) and gross profit difference (-yen) New difference data including ¥ 20) is registered in the difference file 106b (step SB-4).

Then, when the order record output instruction including the designated month and the designated period is input by the user via the input device 112, the order record output unit 102d sets the order record output unit 102d in the designated month based on the difference data stored in the difference file 106b. The generated order difference, order difference and profit difference, as well as the cumulative amount of the order difference generated during the specified period, the cumulative amount of the order difference and the cumulative amount of the profit difference are displayed on the output device 114 (step SB-5) and processed. To finish.

Here, an example of order record output in the present embodiment will be described with reference to FIGS. 5 to 10. 5 to 10 are diagrams showing an example of form data in the present embodiment.

As shown in FIG. 5, in the order difference management process shown in FIG. 4, the designated period is from March 1, 2017 to March 14, 2017 (before the amount is adjusted), and from October 2016 to March 2017. If input, in the present embodiment, the order amount (order amount) for the current month (March) is displayed as ¥ 400 based on the difference data stored in the difference file 106b, and the order for the current month (March) is displayed. High (order amount) is displayed as ¥ 320, profit amount (gross profit amount) for the current month (March) is displayed as ¥ 80, and cumulative (October 2016-March 2017) order amount (order amount) ) Is displayed as ¥ 400, the cumulative (October 2016-March 2017) order amount (order amount) is displayed as ¥ 320, and the cumulative (October 2016-March 2017) profit (October 2016-March 2017) Gross profit amount) is displayed as ¥ 80.

Further, as shown in FIG. 6, in the order difference management process shown in FIG. 4, October 2016 to March 2017 is designated from March 15, 2017 to March 31, 2017 (after adjusting the amount). When entered as a period, in this embodiment, the order amount (order amount) for the current month (March) is displayed as ¥ 500 based on the difference data stored in the difference file 106b, and the current month (March). The order amount (order amount) of is displayed as 400 yen, the profit amount (gross profit amount) of the current month (March) is displayed as 100 yen, and the cumulative (October 2016-March 2017) order amount (October 2016-March 2017) The order amount) is displayed as ¥ 500, the cumulative (October 2016-March 2017) order amount (order amount) is displayed as ¥ 400, and the cumulative (October 2016-March 2017) profit. High (gross profit amount) is displayed as ¥ 100.

Further, as shown in FIG. 7, in the order difference management process shown in FIG. 4, when March 2017 to April 2017 (property period) is input as a designated period in April 2017, the present embodiment. In, based on the difference data stored in the difference file 106b, the order amount (order amount) for the current month (April) is displayed as ¥ 200, and the order amount (order amount) for the current month (April) is ¥ 160. Is displayed, the profit amount (gross profit amount) of the current month (April) is displayed as ¥ 40, and the cumulative (March 2017-April 2017) order amount (order amount) is displayed as ¥ 700. The cumulative (March 2017-April 2017) order amount (order amount) is displayed as ¥ 560, and the cumulative (March 2017-April 2017) profit (gross profit amount) is ¥ 140. Is displayed.

Further, as shown in FIG. 8, in the order difference management process shown in FIG. 4, when April 2017 to September 2017 (current term) is input as a designated period in April 2017, in the present embodiment. Based on the difference data stored in the difference file 106b, the order amount (order amount) for the current month (April) is displayed as ¥ 200, and the order amount (order amount) for the current month (April) is ¥ 160. It is displayed, the profit amount (gross profit amount) of the current month (April) is displayed as ¥ 40, and the cumulative (April 2017-September 2017) order amount (order amount) is displayed as ¥ 200, and the cumulative amount. The order amount (order amount) for (April 2017-September 2017) is displayed as ¥ 160, and the cumulative profit (gross profit amount) for the cumulative (April 2017-September 2017) is displayed as ¥ 40. Will be done.

Further, as shown in FIG. 9, in the order difference management process shown in FIG. 4, when March 2017 to June 2017 (property period) is input as a designated period in June 2017, the present embodiment. In, based on the difference data stored in the difference file 106b, the order amount (order amount) for the current month (June) is displayed as -¥ 100, and the order amount (order amount) for the current month (June) is-. The profit amount (gross profit amount) for the current month (April) is displayed as -¥ 20, and the cumulative (March 2017-June 2017) order amount (order amount) is 600 yen. The cumulative (March 2017-June 2017) order amount (order amount) is displayed as ¥ 480, and the cumulative (March 2017-June 2017) profit amount (gross profit amount) is displayed. It is displayed as ¥ 120.

Further, as shown in FIG. 10, in the order difference management process shown in FIG. 4, when April 2017 to September 2017 (current term) is input as a designated period in June 2017, in the present embodiment. Is displayed as -¥ 100 for the order amount (order amount) for the current month (June) and -¥ 100 for the order amount (order amount) for the current month (June) based on the difference data stored in the difference file 106b. 80 is displayed, the profit (gross profit amount) of the current month (April) is displayed as -¥ 20, and the cumulative (April 2017-September 2017) order amount (order amount) is displayed as 100 yen. The cumulative (April 2017-September 2017) order amount (order amount) is displayed as ¥ 80, and the cumulative (April 2017-September 2017) profit amount (gross profit amount) is ¥ 80. It is displayed as 20.

Further, with reference to FIG. 11, an example of order record output in the present embodiment will be described. FIG. 11 is a diagram showing an example of a performance inquiry screen in the present embodiment.

As shown in FIG. 11, in the present embodiment, when March 2017 to June 2017 is input as the designated period on June 30, 2017, and the departmental aggregation is selected, the head office sales department, The order amount generated or increased or decreased in the current month is displayed for each department of the Kyoto Sales Department and the Osaka Sales Department (A), and the order amount generated or increased or decreased during the specified period is displayed (B).

Further, with reference to FIG. 12, an example of order record output in the present embodiment will be described. FIG. 12 is a diagram showing an example of a monthly business report according to the present embodiment.

As shown in FIG. 12, in the present embodiment, on June 30, 2017, March 2017 to June 2017 is input as the designated period, and the first sales department of the Osaka sales office is classified by customer. When aggregation is selected, the order amount, profit amount and order amount generated or increased or decreased in the current month are shown in the upper row for each customer (O Shoji), and the order amount, profit amount and order amount generated or increased or decreased during the period including the current month are shown. The June 2017 business monthly report, which shows the highs at the bottom, will be published.

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

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

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

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

For example, with respect to the processing functions included in the sales management device 100, particularly each processing function performed by the control unit 102, all or any part thereof is realized by the CPU and a program interpreted and executed by the CPU. It may be realized as hardware by wired logic. The program is recorded on a non-temporary computer-readable recording medium including a programmed instruction for causing the information processing apparatus to execute the process described in the present embodiment, and the sales management apparatus is required. Read mechanically to 100. That is, a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or an HDD (Hard Disk Drive). This computer program is executed by being loaded into the RAM, and cooperates with the CPU to form a control unit.

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

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

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

Various databases and the like stored in the storage unit 106 are memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and storage means such as optical disks, and are used for various processes and website provision. Stores programs, tables, databases, files for web pages, etc.

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

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

The present invention is useful in a manufacturing industry such as a large equipment manufacturing industry.

100 Sales management device 102 Control unit 102a New registration unit 102b Same month change unit 102c Different month change unit 102d Order record output unit 104 Communication interface unit 106 Storage unit 106a Order file 106b Difference file 108 Input / output interface unit 112 Input device 114 Output device 200 Server 300 network

Claims (9)

It is a sales management device equipped with a storage unit and a control unit.
The storage unit
An order storage means for storing order data including the order date, order amount, order amount and profit amount of a product,
The change date in the change month when the order data was changed, the order difference which is the difference between the order amount of the product in the change month and the order amount in the month before the change month, the order amount of the product in the change month and the said The difference that stores the difference data including the order difference, which is the difference from the order amount in the month before the change month, and the profit difference, which is the difference between the profit amount of the product in the change month and the profit amount in the month before the change month. Memories and
With
The control unit
When a new order instruction for the product is input, order data including the order date, order amount, order amount and profit amount of the product is registered in the order storage means, the order date is set as the change date, and the order amount is set. Is the order difference, the order amount is the order difference, and the difference data with the profit amount as the profit difference is registered in the difference storage means, and a new registration means.
When an amount change instruction is input to the order data in the same month as the registration of the order data or the previous change, the order data included in the order data stored in the order storage means based on the amount change instruction. Replace the order amount, the order amount and / or the profit amount, and convert to the difference data registered or changed in the same month based on the amount change instruction and the difference data registered in the difference storage means up to the previous month. The same month change means for replacing the order difference, the order difference and / or the profit difference included, and
When an amount change instruction is input to the order data in a month different from the registration of the order data or the previous change, it is included in the order data stored in the order storage means based on the amount change instruction. The order amount, the order amount and / or the profit amount are replaced, and new difference data is registered in the difference storage means based on the amount change instruction and the difference data registered in the difference storage means up to the previous month. Means of changing different months and
When an order record output instruction including a designated month and a designated period is input, the order difference, the order difference, and the profit difference generated in the designated month are based on the difference data stored in the difference storage means. And / or, an order record output means for outputting the cumulative amount of the order difference, the cumulative amount of the order difference, and the cumulative amount of the profit difference generated in the designated period.
A sales management device characterized by being equipped with. The difference storage means
Further, the order data including the person in charge identifier of the person in charge is stored, and the order data is stored.
The order record output means
When the order record output instruction including the person in charge identifier, the designated month and the designated period is input, the order difference generated in the designated month based on the difference data stored in the difference storage means, A claim characterized in that the order difference, the profit difference, the cumulative amount of the order difference generated in the designated period, the cumulative amount of the order difference, and the cumulative amount of the profit difference are output for each person in charge. The sales management device according to 1. The difference storage means
Further, the order data including the department identifier of the department in charge is stored, and the order data is stored.
The order record output means
When the order record output instruction including the department identifier, the designated month and the designated period is input, the order difference generated in the designated month, the order difference, based on the difference data stored in the difference storage means. Claim 1 characterized in that the order difference, the profit difference, the cumulative amount of the order difference generated in the designated period, the cumulative amount of the order difference, and the cumulative amount of the profit difference are output for each department in charge. The sales management device described in. The difference storage means
Further, the order data including the customer identifier of the business partner is stored, and the order data is stored.
The order record output means
When the order record output instruction including the customer identifier, the designated month and the designated period is input, the order difference generated in the designated month based on the difference data stored in the difference storage means, A claim characterized in that the order difference, the profit difference, the cumulative amount of the order difference generated in the designated period, the cumulative amount of the order difference, and the cumulative amount of the profit difference are output for each business partner. The sales management device according to 1. The order record output means
Further, any one of claims 1 to 4, wherein the budget and achievement rate of the order difference in the designated month and / or the budget and achievement rate of the cumulative amount of the order difference in the designated period are output. The sales management device described in one. The order record output means
Further, it is characterized in that the budget of the profit difference in the designated month and / or the achievement rate with respect to the budget, and / or the budget of the cumulative amount of the profit difference in the designated period and / or the achievement rate with respect to the budget are output. The sales management device according to any one of claims 1 to 5. The order record output means
The sales management device according to any one of claims 1 to 6, further comprising outputting the rate of return of the product in the designated month and / or the rate of return of the product in the designated period. It is a sales management method for executing a sales management device having a storage unit and a control unit.
The storage unit
An order storage means for storing order data including the order date, order amount, order amount and profit amount of a product,
The change date in the change month when the order data was changed, the order difference which is the difference between the order amount of the product in the change month and the order amount in the month before the change month, the order amount of the product in the change month and the said The difference that stores the difference data including the order difference, which is the difference from the order amount in the month before the change month, and the profit difference, which is the difference between the profit amount of the product in the change month and the profit amount in the month before the change month. Memories and
With
It is executed by the control unit.
When a new order instruction for the product is input, order data including the order date, order amount, order amount and profit amount of the product is registered in the order storage means, the order date is set as the change date, and the order amount is set. Is the order difference, the order amount is the order difference, and the difference data with the profit amount as the profit difference is registered in the difference storage means, and a new registration step.
When an amount change instruction is input to the order data in the same month as the registration of the order data or the previous change, the order data included in the order data stored in the order storage means based on the amount change instruction. Replace the order amount, the order amount and / or the profit amount, and convert to the difference data registered or changed in the same month based on the amount change instruction and the difference data registered in the difference storage means up to the previous month. The same month change step that replaces the order difference, the order difference and / or the profit difference included, and
When an amount change instruction is input to the order data in a month different from the registration of the order data or the previous change, it is included in the order data stored in the order storage means based on the amount change instruction. The order amount, the order amount and / or the profit amount are replaced, and new difference data is registered in the difference storage means based on the amount change instruction and the difference data registered in the difference storage means up to the previous month. Different month change step and
When an order record output instruction including a designated month and a designated period is input, the order difference, the order difference, and the profit difference generated in the designated month are based on the difference data stored in the difference storage means. And / or, an order record output step for outputting the cumulative amount of the order difference, the cumulative amount of the order difference, and the cumulative amount of the profit difference generated in the designated period.
A sales management method characterized by including. It is a sales management program to be executed by a sales management device having a storage unit and a control unit.
The storage unit
An order storage means for storing order data including the order date, order amount, order amount and profit amount of a product,
The change date in the change month when the order data was changed, the order difference which is the difference between the order amount of the product in the change month and the order amount in the month before the change month, the order amount of the product in the change month and the said The difference that stores the difference data including the order difference, which is the difference from the order amount in the month before the change month, and the profit difference, which is the difference between the profit amount of the product in the change month and the profit amount in the month before the change month. Memories and
With
In the control unit
When a new order instruction for the product is input, order data including the order date, order amount, order amount and profit amount of the product is registered in the order storage means, the order date is set as the change date, and the order amount is set. Is the order difference, the order amount is the order difference, and the difference data with the profit amount as the profit difference is registered in the difference storage means, and a new registration step.
When an amount change instruction is input to the order data in the same month as the registration of the order data or the previous change, the order data included in the order data stored in the order storage means based on the amount change instruction. Replace the order amount, the order amount and / or the profit amount, and convert to the difference data registered or changed in the same month based on the amount change instruction and the difference data registered in the difference storage means up to the previous month. The same month change step that replaces the order difference, the order difference and / or the profit difference included, and
When an amount change instruction is input to the order data in a month different from the registration of the order data or the previous change, it is included in the order data stored in the order storage means based on the amount change instruction. The order amount, the order amount and / or the profit amount are replaced, and new difference data is registered in the difference storage means based on the amount change instruction and the difference data registered in the difference storage means up to the previous month. Different month change step and
When an order record output instruction including a designated month and a designated period is input, the order difference, the order difference, and the profit difference generated in the designated month are based on the difference data stored in the difference storage means. And / or, an order record output step for outputting the cumulative amount of the order difference, the cumulative amount of the order difference, and the cumulative amount of the profit difference generated in the designated period.
A sales management program to run.

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