JPH02132553A - Control system for visiting sales achievement - Google Patents

Abstract

PURPOSE:To easily and accurately collect the customer names and the visiting time points as well as the transaction information by storing the customer codes and the visiting time points based on the bar codes prepared at the customer side when the salesmen visit the customers and transmitting these storage contents to a host for collection of information. CONSTITUTION:A recording medium 1 is stuck at the entrance, etc., of a customer's building or stored at the customer side. When a salesman visits the customer, the customer code recorded on the medium 1 is read and stored via a portable terminal 2. At the same time, the visiting time point is also stored in response to the customer code. Furthermore the ordering contents of the customer are immediately read out of a code book and stored. Thus the salesman transmits a series of these data to a host when the salesman returns to his office. While the customer information on the customer address, etc., are previously stored at the host side and then collated with the data sent from the terminal 2 for collection of the customer names and addresses, the visiting time points, and the ordering contents. As a result, these customer names and addresses, the visiting time points, and the ordering contents are accurately collected via the visiting salesmen.

Description

[Detailed Description of the Invention] [Summary] Regarding a visit performance management system that assigns and manages codes to customer sites, the present invention relates to a visit record management system that assigns and manages codes to customer sites, and includes the following methods: (1) attaching stickers printed with barcodes indicating customer site codes to buildings at customer sites, etc. When a diplomat visits a customer site, he uses a mobile terminal to store the customer code read from the barcode along with the time, conducts business transactions, and transmits these stored contents to the host. The aim is to accurately and easily collect customer name and visit time along with commercial transaction information by collecting information using The customer identification code is read from the recording medium using a portable terminal, and at least the time of reading is stored in correspondence with the customer identification code. The information is configured to be collected on the host side together with the negotiation information stored in the terminal device.

[Industrial application field]

The present invention relates to a visit record management system that assigns and manages codes to customer locations.

[Problems to be solved by conventional technology and inventions] Conventionally, diplomats conducting door-to-door business transactions would go to customer locations with a mobile terminal and input the customer code and transaction details in response to transactions such as order placement or payment. 1 input and store it in the mobile terminal. Then, after returning to work, the recorded transaction details are transmitted to the host, and if there is a bankbook or the like that has been kept, the transaction is checked against the ledger and recorded. In such a system, errors may occur when entering the customer site code, what time the agent visited the customer site specified in advance at the start of work, and in what order the customer site was visited. It is not possible to accurately ascertain whether a person is away from home and unable to conduct business, or is unable to visit a customer site for some reason, making it impossible to efficiently manage the out-of-office operations of a sales representative, as well as misrepresenting the details of an order received. There was a problem in that it could not be processed accurately and quickly.

The present invention involves fixing a recording medium such as a barcode to a building at a customer's site or having the customer store it, and when a diplomat visits the customer's site, reading the recording medium using a mobile terminal with a built-in timer. At the same time, by storing the visit time, conducting business transactions, and collecting information in the form of transmitting this series of data to the host after returning to the office, the customer name,
The purpose is to accurately and easily understand addresses, visiting times, visiting order, and order details.

[Means to solve problems]

Means for solving the problem will be explained with reference to FIG.

In FIG. 1, a recording medium 1 is a medium on which a customer code is recorded in the form of a bar code or the like, and is fixed to a building at the customer's site or stored by the customer.

The mobile terminal 2 is a portable reading device for reading from the recording medium 1 and storing customer codes and the like.

The code book 3 has input information printed in advance so that the contents of the customer's order (item name, quantity, serial number, etc.) can be read by the mobile terminal 2 or the like.

Transmit to station 4. Customer information such as address is stored in advance in the host 4, and by comparing this with data from the mobile terminal, the customer's name, address, visit time, and order details are collected.

Therefore, it is possible to accurately collect customer names, customer addresses, times, and order details visited by sales representatives, making it possible to perform efficient outbound management and efficiently processing orders quickly and without errors. It becomes possible to do so.

[Effect]

As shown in FIG. 1, the present invention allows a recording medium 1 to be affixed to the entrance of a customer's building, or stored at the customer's site, and a mobile phone terminal that a diplomat brings with him when he visits the customer's site. 2 to read and store the customer code recorded on the recording medium 1, and at the same time store the time corresponding to the customer code, and furthermore, store the order details from the customer on the spot.
Embodiment Next, the configuration and operation of an embodiment in which the present invention is applied to the cleaning industry will be explained in detail using FIGS. 1 to 8. Explain.

In Fig. 1, the recording medium 1 is a sticker (printed paper) on which a customer code (for example, a telephone number) is printed using a bar code, etc., and is fixed to the entrance, gatepost, etc. of the customer's building, or is stored. It is something you have to receive. By reading the customer code from this recording medium 1 using the mobile terminal 2, the name and time of the customer visited by the sales representative, and furthermore, by reading from the code book and using the mobile terminal 2, the details of the order etc. are accurately memorized. becomes possible.

The mobile terminal (portable terminal device) 2 is a HHT (handheld terminal) with a built-in timer, etc.
This system is carried by a sales representative when visiting a customer's site, reads and stores the customer code written on a recording medium 1 fixed to the entrance of the customer's building, and also stores the same time. Furthermore, the contents of the code book 3 corresponding to the order are read and stored.

Codebook 3 contains customer order details (product name, quantity,
A series of deposit numbers, etc.) are written in advance in a readable form such as a bar code in order to be read using the mobile terminal 2.

Next, the operation of the configuration shown in FIG. 1 will be explained.

In FIG. 1, ■ scans the barcode 1 posted at the customer's entrance. This is done when a diplomat visits a customer's location, uses a mobile terminal 2 to scan a barcode 1 pasted on the entrance, as shown in the upper row, and reads the customer's code at the same time. It means to remember.

■Receive the deposited item and enter the product name, quantity, etc. using the barcode from code box 3.If the item is urgent, enter the quantity and then scan the urgent barcode.■Receive the finished item is input, and a receipt is output.It is printed by a printing mechanism to which the mobile terminal 2 is attached, and it is handed to the customer.

■ returns to the car, attaches a tag with the same number as the series of deposit numbers corresponding to "4 deposited items", and goes to the next customer's location, ■
Repeat the steps ~■.

As described above, the diplomat carries the mobile terminal 2 and scans the recording medium 1 posted at the entrance of the customer's place he/she visits, memorizes the customer code and time of visit, and also records a series of deposit numbers on the deposited items. By assigning a tag with the same number as , it becomes possible to accurately store the customer code, visit time, and order details.

Next, the overall configuration and operation of the present invention will be explained using FIG.

In FIG. 2, a sales representative visits a customer's location with a mobile terminal 2, scans the barcode 1 posted on the entrance of the customer's location, and scans the customer code (
(for example, telephone number), visit time, and order details. After returning to work, the user connects the mobile terminal 2 to the data transfer adapter 5 and transmits the stored contents to the host 4. The host 4 stores the information of the agent (customer name, visit time, order details, etc.) in a mask file based on the transmitted contents, and also stores customer information such as the address that has been input in advance from the mobile terminal 2. Search by customer code, and print out the diplomat's visit history as shown in Figure 6. This makes it possible to prevent incorrect input of customer names, visit times, and order details when sales representatives visit customer sites, and also to collect accurate information, especially visit times, to reduce the burden on sales staff. This makes it possible to level out the situation and improve work efficiency.

The operation in the case of a new member will be explained using FIG.

In FIG. 3, ■ scans the member code of barcode 1 (recording medium, for accepting new members) attached with the customer code. Then, the customer asks for the customer's name, address, telephone number, etc., and writes them by hand on the customer card 7. Then, the customer receives the entrusted items. After completing work, tags are attached to the items in the car and the worker visits the next customer. After returning to work, the host 4 reads the customer code (including the customer reception code for new members), visit time, and order details stored in the mobile terminal 2. Furthermore, in the case of new members, (1)
) Enter the customer's handwritten name, address, and phone number in customer card 7.

<<2>> Key Create a customer code using the manually entered phone number.

(31 Replace the customer code created in +21 with the new member reception code.

(4) Create barcode 1. Then, the next time you visit a new customer site, you will paste the created barcode 1 on it.

By the above process, barcode 1 is pasted on the entrance of the newly visited customer's building. The operation when the visited customer is away will be explained using FIG.

In FIG. 4, ■ indicates that a sales representative scans a barcode 1 pasted on the customer's entrance using a mobile terminal 2.

As a result, the customer code is stored in the mobile terminal 2. After confirming that the customer is away, enter the exit code from the codebook. After returning to the office, the content is read into the host 4.

FIG. 5 shows an example codebook. As mentioned above, when the diplomat visits a customer site, information for entering the corresponding product name, quantity, etc. in response to the customer's order is pre-recorded using a bar code. It is something. For example, when an order is received to clean three "Y-shirts", a code written by a sales representative using a barcode with the product name "Y-shirt" is scanned and stored using the mobile terminal 2. Next, scan "3" using a quantity barcode or the like. Thereby, as already described using FIG. 1, the deposited item is received and tagged. After returning to work, the stored contents are transmitted to the host 4.

Figure 6 shows examples of visits by diplomats. This is done by using the mobile terminal 2 in Figure 1 to scan the barcode 1 pasted on the customer's entrance and store the customer code, visit time, and the order details stored by scanning the code book 3 to the host 4. It is a printout of a portion of a diplomat's daily visit history. Here, the customer name “AAA”
", address "xx-xx", customer name 'ccc' and address "x x - x x", the deposited items are received as shown in the figure. On the other hand, regarding the customer name "BBB" and address "x x - x x", only the visit time "10:00" is stored because the customer is away.

FIG. 7 shows an example of a visit management table. This is a total of the time (visit time) that a diplomat named "Taro Fujitsu" visited customer sites on October 24th and October 25th. The visit time is memorized only when the diplomat carries the mobile terminal 2 and scans the barcode l posted at the customer's entrance, and the host 4 reads the memorized content and tallies it. It is. For this reason, the customer name, customer address, and visiting time listed in the visit management table in Figure 7 cannot be entered arbitrarily by diplomats; they are accurate and are used as a reference for diplomatic missions. This makes it possible to appropriately allocate the sales and visiting workload of employees.

Figure 8 shows an example of a deposit slip. This is automatically output when the end barcode is input from the codebook at the customer's site.

In the above embodiments, a medium on which a barcode is recorded is used, but it is also possible to use OCR or magnetic recording, and various media can be used within the scope of the present invention. can.

In addition, there are no particular restrictions on where the media can be installed.
For example, if the destination you are visiting is a building, etc., you can also paste it where the tenant name is written.

〔Effect of the invention〕

As explained above, according to the present invention, a recording medium on which a barcode is recorded is fixed to a customer's house, etc., and when an agent visits the customer's place, he or she can read this using the mobile terminal 2. A configuration is adopted in which the robot stores the same time and the same time, or further reads and stores the contents of the code bus 3 corresponding to the order details, and after returning to the office, transmits these data to the host 4 to collect impressions. are doing. Therefore, since the recording medium 1 containing the customer code is pasted on the entrance of the customer's building, the sales representative must always visit the customer site to input the customer code.The customer code collected in the host 4 The visiting time is accurate, and by referring to this, it is possible to appropriately allocate the visiting workload and efficiently manage outbound visits. Furthermore, it is possible to perform accurate order processing by eliminating input errors in the customer's name and order details.

[Brief explanation of drawings]

FIG. 1 is an explanatory diagram of the configuration and operation of one embodiment of the present invention, FIG. 2 is an overall configuration diagram of the present invention, FIGS. 3 and 4 are explanatory diagrams of the operation of the present invention, and FIG. 5 is an example of a codebook. FIG. 6 shows an example of a diplomat's visit history, FIG. 7 shows an example of a visit management table, and FIG. 8 shows an example of a deposit slip. In the figure, 1 represents a recording medium, 2 a mobile terminal, 3 a code bus, 4 a host, and 5 a data transfer adapter.

Claims (3)

[Claims] (1) A system for managing visit schedules and visit records using customer identification codes registered for each customer, and a recording medium on which the customer identification codes are recorded in advance in a readable form (1)
be stored on the customer side without being able to be removed, and the portable terminal device (2)
is used to read the customer identification code from the recording medium (1) and store at least the time of reading in correspondence with the customer identification code, and the host (4) along with the business negotiation information stored in the portable terminal device (2). A visit performance management system characterized by collecting data on the side. (2) The visit record management system according to claim (1), wherein the storage medium (1) is attached to a building used by the customer. (3) The business negotiation information is a codebook (3) in which orders from customers are recorded in a manner readable by the portable terminal device (2).
Claim (1) characterized in that the information is read from
The visit performance management system described in .