JPH08137956A - Integrated sales supporting system - Google Patents

Abstract

PURPOSE: To provide an integrated sales supporting system capable of preparing an estimate sheet and visually checking an estimated commodity only by previously storing the image data of respective commodities in a personal computer or the like in addition to customer information and price information, and at the time of preparing a flow chart or a system diagram, automatically preparing an estimate sheet from these graphics. CONSTITUTION: This system is provided with a customer information database 1 previously storing customer information, a price information database 2 previously storing commodity information, a commodity image file 3 capable of storing image data for commodities, an estimate information file 4 for storing estimate information, and an order acception information file 5 for storing order acception information and constituted so that an estime sheet A and an estimated commodity image list B displaying the image data or the like of commodities for the estimate sheet A as a list are automatically prepared by transferring the customer and price information to estimate information and an order acception sheet C is automatically prepared by transferring the estimate information to the file 5.

Description

Detailed Description of the Invention

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention corresponds to a quote and a product of the quote by simply selecting and inputting customer information and price information previously stored in a personal computer or the like, mainly by clicking an icon. The present invention relates to a comprehensive sales support system that automatically creates a list of image data such as appearance drawings and photographs as a quoted product image list, and automatically creates a quote from these drawings when a flow chart or system chart is created.

[0002]

2. Description of the Related Art It is important in business activities to fully listen to customers' requests and to provide products that meet those requirements. Therefore, conventionally, when creating a quote,
They brought their product catalogs to their customers, introduced the products, and selected the products that met the conditions from among them and asked them to confirm them. In addition, when the composition of products is a problem in offices and factories, several flow charts and system charts were created along with the quotation to meet the demand.

[0003]

However, in the above method, in order to introduce a product, a large number of product catalogs and the like must be carried, and a number of flow charts and systems are required. Since it takes time to create the figures, it took time and effort to change the figures and the quotation when the products were changed.

The present invention has been developed in view of such circumstances, and it is possible to perform a simple operation by simply storing image data of a product in addition to customer information and price information in a personal computer in advance. Provide a comprehensive sales support system that allows you to visually confirm quoted products as well as create quotes, and when you create flow charts and system diagrams, you can automatically create quotes from these charts The purpose is to do.

[0005]

The present invention according to claim 1, which is proposed to achieve the above object, is a customer name,
Customer information database that stores customer information cards that contain customer information such as addresses and telephone numbers by classifying them into pre-specified groups and product information such as product names, sales prices, purchase prices, etc. It is possible to scan and store the price information database that has been stored as price information cards classified into each group and the image data such as external views and photos of the products registered in this price information database with a scanner etc. It includes the product image file that is shown in the above and the quotation information card, and the customer information card and price information that are required from the customer information card and the price information card are posted and input in this quotation information card, and it is necessary to create the quotation. Enter the information and create the quotation information, and register it in the quotation information file that is set to store The quotation information that is stored in the customer information database and the price information database is provided as a quotation information. By posting on the card, the quotation and the quotation product image list in which the image data of the product targeted for the quotation and the icon indicating the product are displayed in a list are automatically created, and are also input to the quotation information card. By posting the quote information in the order information file, the order sheet is automatically created. Here, the information accumulated in each database and file is not limited to the card type to be displayed on the screen.

The present invention according to claim 2 includes a drawing file for creating a predetermined flow diagram and system diagram,
When the image data of the product selected from the product image file or the icon indicating the product is incorporated into the flow diagram and system diagram created using this drawing file, the price information about the product is displayed in the price information database. It is configured to search more and automatically create a quotation.

According to the third and fourth aspects of the present invention, instead of the order information file, the quotation information entered in the quotation information card is used for each supplier such as a manufacturing factory, an assembly work shop, a supplier, a delivery center, or the like. The order information file that automatically creates a separate and integrated order sheet and the image data retrieved from the product image file for the products entered in the order sheet along with the creation of each order sheet are displayed in a list. It has a configuration including an arranged product image file for accumulating the arranged product image list that is automatically created.

According to the fifth aspect of the present invention, by opening the product image file, the image data of the specified product is displayed on the window screen and can be confirmed.

[0009]

In the integrated sales support system according to claim 1 of the present invention having the above-mentioned configuration, the quotation, the quotation product image list, and the order receipt are automatically created in a personal computer or the like in the following procedure. it can. Open the quotation information file from the top menu and display the quotation information card on the screen. Next, open the customer information database and price information database, display the customer information card and price information card on the screen, select the information of the customer and the product to be traded, and transfer it to the quotation information card by clicking the icon etc. Then, together with the quotation, a quotation product image list in which image data of the products targeted for the quotation are displayed in a list can be automatically created.

When an order is received for the quote, the quote can be automatically created by opening the quote information card, clicking the icon, and transferring the quote information to the order information file. In addition, when adding new contents to the quotation or order, or correcting the entered contents,
If necessary, you can also use the numeric keypad or word processor.

In the second aspect, the flow diagram and the system diagram are used by using the drawing file, and the product image file is opened.
The image data of the product or the icon indicating the product is selected and incorporated into these figures to create. At this time, the price information about the products incorporated in the flow chart and the system chart is searched from the price information database to automatically create the quotation. According to this drawing file, it is possible to create a flow chart and a system chart from the above quoted product image list.

According to claims 3 and 4, the quotation information input to the quotation information card is used for each of the ordered products, including the manufacturer, the assembly destination, and
It is divided into the supplier and the delivery source and stored in the order information file, and the order sheet addressed to each is automatically created.
Then, along with the preparation of these arrangement documents, the image data of the product is searched from the product image file,
It is automatically created as the arranged product image list displayed and stored in the arranged product image file.

According to the present invention, a product image file is opened by clicking an icon or the like, and image data of the specified product is displayed on the window screen so that the appearance of the product targeted for the quotation can be easily grasped. You can

[0014]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS A comprehensive sales support system of the present invention will be described below with reference to the drawings. FIG. 1 is a block diagram showing the basic configuration of the system of the present invention. In the figure, 1 is a customer information database in which customer information cards containing customer information such as customer names, addresses, and telephone numbers are classified and accumulated for each group specified in advance, 2 is a product name, selling price, A price information database in which product information such as purchase prices is accumulated as price information cards classified into prespecified groups, and 3 is an external view of the products registered in the price information database 2 and image data such as photographs. , A product image file that can be scanned and stored by a scanner etc., 4 includes a quotation information card,
The customer information card selected from the customer information database 1 and the price information card selected from the price information database 2 are required to be transcribed and input into this quotation information card, and the quotation A is created. The quotation information file, which is prepared by inputting the necessary information to create and accumulate the quotation information, is required to create the order sheet C by copying the quotation information registered in the quotation information file 5 An order information file for accumulating order information, 6 is a predetermined flow diagram, a drawing file for creating a system diagram D, and 7 is input to the quotation information card in order to automatically create a purchase order E Arrangement information file in which the quotation information is stored separately for each ordered product and each supplier, and 8 is image data about the product along with the preparation of the order sheet E. It is arrange product image file that was to accumulate arrange product image list F that was created to search from product image file 3.

These databases and files are operated by the processing control section 9 of the personal computer,
An estimate A, an estimated product image list B, an order C, etc. are automatically created by the means described below. The processing control unit 9 selects a customer or a product data to be traded by operating a display control unit 10 for displaying a customer information card, a price information card, a quotation information card and the like on the CRT 14, and a keyboard 15 and a mouse 16. , An input operation unit 11 for inputting necessary data such as the quantity of a product, a reading unit 12 for reading and scanning image data of the product by an optical scanner 17 from a product catalog and the like, a created quotation A and a quoted product The print output unit 13 that outputs the image list B and the like to the printer 18 is connected.

The basic operation of the system of the present invention will be described below.
In advance, customer information is stored in the customer information database 1 and product information (price information) is stored in the price information database 2 by operating the keyboard 15 and the mouse 16 or reading a file, and the price is stored in the product image file 3. The image data corresponding to the product in the information database 2 is read and scanned by the optical scanner 17 and stored. Then, the customer information and the price information are displayed on the CRT 14 as the customer information card and the price information card, the necessary information is selected, and the mouse 16 is clicked to copy and transfer the information to the quote information card of the quote information file 4. Enter to automatically create the quotation A. At the same time, the image data of the product targeted for the quotation is searched from the product image file 3 to automatically create the estimated product image list B. Then, when an order is received for the created quotation A, the quotation information file 4 is opened, the quotation information is copied and transferred to the order information file 5 by clicking the mouse 16, and the necessary information is input to the order sheet. C is automatically created (Claim 1).

FIG. 2 is a diagram for explaining the basic operation procedure. The required information is selected from the customer information card of the customer information database 1 and the price information card of the price information database 2 to create a quotation information card, and the product image file 3 is searched to display the estimated product image list B. It is created (# 1), the contents thereof are accumulated in the quotation information file 4, and the quotation document A and the quotation product image list B are printed out as necessary. Then, when an order is received for the contents of the quotation A, the quotation information file 4
The quotation information card is read from, the copy is transferred, the order information card is created (# 2), the order information file 5 is stored, and the order sheet C is printed out as necessary.

The quotation information card and the order information card can be changed with new contents and corrections by word processor input and ten-key input, and the changed contents are stored in the quotation information file 3 and the order information file 4. . The estimated product image list B can also be changed by the drawing file 6. Below, the operation procedure of the system of the present invention is shown in FIG.
6 to 6 and display screens on the CRT 14 shown in FIGS.

Steps 100 to 104 in FIG. 3 show the procedure for inputting the quotation information card. Icons corresponding to the customer information database 1, the price information database 2, the product image file 3, the quotation information file 4, the order information file 5, etc. are displayed in a list on the top menu (FIG. 7), and these are clicked with the mouse 16. if,
You can open the file you click and extract it on the screen. Here, it is assumed that the desk screen is displayed by clicking the “Desk” icon (FIG. 8) and the input operation is started from this screen.

Click the quote icon i1 (new quote) on this screen to start the creation of the quote information card.
When the quote number is entered, the quote information card is displayed (FIG. 9) and the quote information card with the quote number is created.
Subsequently, customer information is input, and the procedure is shown in steps 200 to 209 of FIG. Here, the customer information is input from the customer database 1 to the quotation information card with the quotation number. However, when there is no customer information in the customer database 1, it is necessary to register the customer information in advance.

From the quotation information card display screen (FIG. 9),
The customer icon i2 is clicked to display, for example, customer card racks classified into Japanese syllabary, and the customer card is selected (FIG. 10). After selecting the required customer information from this screen, the customer icon i3 or the customer icon i
By clicking 4
Customer information is entered and displayed on the quote information card (Fig. 1
1).

As shown in FIG. 10, one customer information card stores customer classifications such as customer name a, address b, telephone number c, facsimile number d, and person in charge e. Subsequently, product information (price information) is input, and the procedure is shown in steps 300 to 315 of FIG. Here, the price information is selected from the price database 2 and input to the quote information card to which the quote number is attached and the customer information is entered. However, when the price information is not registered in the price database 2, it is necessary to register the price information.

From the estimate information card display screen (FIG. 11),
By inputting the quotation conditions according to the customer, the quotation information card is filled in the condition input field (FIG. 12). Here, the quotation conditions include delivery date, delivery place, payment condition, etc. By clicking on these item names, the list is displayed on the window screen, and you can select any condition from them. There is.

When the input of quotation conditions is completed, the commodity branch number f of the quotation information card is clicked to create a branch number card. By clicking the price card icon i5 on the branch number card display screen (FIG. 13), price card racks and the like classified by product type are displayed and the product information card is selected (FIG. 14). On the product information card display screen, the product icon i6 is clicked to select the product.

Here, since the image data corresponding to the products in the price information database 2 is stored in the product image file 3, the icon is clicked to open the product image file 3 to store the stored images. The data can be displayed on the window screen to confirm the product to be selected (Claim 5). When the required product selection is completed, the quotation input icon i7 is clicked to redisplay the branch number card, and the selected price information corresponding to the product branch number f is input to the quotation information file 4 (Fig. 15).

When the input of the price information by each branch number card is finished, the condition input field of the quotation information card is displayed again by clicking the quotation entire icon i8, the lead rate is input, and the partition price is fixed. (FIG. 16). When the quotation information card is completed by the above procedure, the quotation document A (FIG. 17) can be printed out by clicking the quotation print icon i9. Further, by clicking the quote image print icon (not shown), the quote product image list B (FIG. 18) can be printed out.

After the quotation A and the quotation product image list B are created as described above, if an order is received for the quotation A, then the order C is created. Steps 400 to 409 in FIG. 6 show the procedure for inputting the order C. Here, the quotation information card is displayed, and the contents of the quotation A are expanded as the order form C by clicking the mouse 16. When there is a correction, or when necessary,
Open the price information card and correct a part of it by word processor input, numeric keypad input, etc.

On the desk screen (FIG. 8), the quote icon i1 is clicked to select and display the corresponding quote information card as in the case of creating the quote A (FIG. 1).
6). By clicking the order data icon i10 on the display screen of the estimate information card, the estimate information is transferred to the order information card in correspondence with the order number. When the order information card is displayed (FIG. 19), the order information such as the delivery date is input with the keyboard 15 and the mouse 16 to complete the order information card. Then, by clicking the order print icon i11, the order C (see FIG. 2)
0) can be printed out.

As described above, in the system of the present invention,
Although the image of the product can be confirmed based on the estimate A, conversely, the estimate A can be created from the image of the product. The procedure will be described below. On the desk screen (Fig. 8), the drawing icon i1
Click 2 (Create Symbol Diagram) and create a flow diagram and system diagram D using the drawing file 6. When creating the flow diagram and the system diagram D, the product image file 3 can be opened, and the image data of the product or the icon indicating the product can be selected and incorporated into these diagrams (FIG. 21). When the flow diagram and the system diagram D are created in this manner, price information about the incorporated product is searched from the price information database 2 and the quotation A is automatically created (claim 2).

The formats of the estimate sheet A shown in FIG. 17 and the order sheet C shown in FIG. 20 can be freely changed.
Can be created as an order form, production instructions, delivery note, invoice, etc. In the system of the present invention, if the order information file 7 is added to create the order sheet E, the quotation information input to the quotation information card can be used for each supplier such as a manufacturing factory, an assembly work place, a supplier, and a delivery center. It is also possible to separate and integrate with each other to automatically create the order form E addressed to each (claim 3). The order information file 7 stores information about the ordered products for each product and each supplier.

Further, if the arranged product image file 8 is added, the image data of the products entered in the arranged document E is searched from the product image file 3 in accordance with the preparation of each arranged document E, and the list is displayed. It is also possible to automatically create the arranged product image list F (claim 4). The ordered product image file 8 stores image data of the products classified according to the customer.

The databases and files described in the above embodiments are assumed to be built in a personal computer or the like, but by having each database on a so-called external disk, it is possible to carry out large-scale sales office work. It can also be used.

[0033]

According to the integrated sales support system according to the first to fifth aspects of the present invention, if the personal computer or the like stores customer information, price information, and product image data in advance, an icon mouse will be used. With a simple operation mainly based on click operation by selecting the customer or the product to be traded and entering the minimum necessary data such as the quantity of the product, it is easy to do with documents such as quotation and order
An image list corresponding to them can be automatically created.

It is possible to easily create a quotation, an order, etc. by operating the screen of the computer by using the flow chart and system diagram that are easy to understand visually, and also when changing the transaction product or the price. It is a useful tool for sales strategy because it can respond promptly and can store data such as quotation information for a long time. In addition, through the screen operation of the computer,
Since it is possible to create a quote while simulating using a flow chart, it is possible to quickly create a satisfactory quote even for customers and the like, and it is possible to carry out sales activities efficiently.

[Brief description of drawings]

FIG. 1 is a block diagram showing a basic configuration of a comprehensive sales support system of the present invention.

FIG. 2 is an explanatory diagram showing a basic operation procedure of the system of the present invention.

FIG. 3 is a flowchart showing an input procedure of a quotation information card.

FIG. 4 is a flowchart showing a procedure for inputting customer information.

FIG. 5 is a flowchart showing a procedure for inputting product information.

FIG. 6 is a flowchart showing an order entry procedure.

FIG. 7 is a diagram showing a screen of a top menu.

FIG. 8 is a diagram showing a desk screen.

FIG. 9 is a diagram showing a screen of an estimate information card (before customer information is input).

FIG. 10 is a diagram showing a screen of a customer information card.

FIG. 11 is a diagram showing a screen of an estimate information card (after inputting customer information).

FIG. 12 is a diagram showing a screen of an estimate information card (before input of price information).

FIG. 13 is a diagram showing a screen of a branch number card (before input of price information).

FIG. 14 is a diagram showing a screen of a price information card.

FIG. 15 is a diagram showing a screen of a branch number card (after input of price information).

FIG. 16 is a diagram showing a screen of an estimate information card (after inputting price information).

FIG. 17 is a diagram showing an example of an estimate.

FIG. 18 is a diagram showing an example of an estimated product image list.

FIG. 19 is a diagram showing a screen of an order information card.

FIG. 20 is a diagram showing an example of an order form.

FIG. 21 is a diagram showing an example of a system diagram.

[Brief description of reference numerals]

 1 ... Customer information database 2 ... Price information database 3 ... Product image file 4 ... Quote information file 5 ... Order information file 6 ... Drawing file 7 ... Arrangement information file 8. ..Arranged product image file 9 ... Processing control unit 14 ... CRT 15 ... Keyboard 16 ... Mouse 17 ... Optical scanner 18 ... Printer A ... Quotation B ... Quotation Product image list C ・ ・ ・ Order form D ・ ・ ・ Flow diagram / System diagram E ・ ・ ・ Arrangement document F ・ ・ ・ Arranged product image list i1 to i12 ・ ・ ・ Icon

Claims (5)

[Claims] 1. A customer information database in which customer information cards containing customer information such as customer names, addresses, and telephone numbers are classified and accumulated for each group specified in advance, and product names, selling prices, and specifications. The price information database that accumulates product information such as entry price as a price information card classified into pre-specified groups and the image data such as external views and photos of the products registered in this price information database A product image file that can be scanned and stored by scanning, etc., and a quotation information card, and this quotation information card includes a customer information card selected from the customer information database and price information selected from the price information database. In order to create a quotation, as well as having the customer information and price information required to be posted and input from the card Input the necessary information to create and store the quotation information, and transfer the quotation information file that was stored and the quotation information registered in this quotation information file to store the order information required to create the order form. With the order information file, the quote information file is opened from the top menu that lists the customer information database, price information database, product image file, quotation information file, and icons corresponding to the order information file. Display the card on the screen, open the customer information database and price information database, and enter the quotation and the quotation by posting the customer and price information accumulated in each database to the quotation information card. Listed image data of products that have been subject to quotation and icons that indicate products It is characterized by automatically creating the quoted product image list and the quoted information entered in the quoted information card created in this way to the ordering information file, thereby automatically creating a sales order. A comprehensive sales support system. 2. A predetermined flow diagram and a drawing file for creating a system diagram are further included, and the product image file is opened and selected in the flow diagram and system diagram created by using this drawing file. When the image data of a product or the icon indicating the product is incorporated, the price information of the product incorporated in the flow chart and system diagram is searched from the above price information database, and the quotation is automatically created. The integrated sales support system according to claim 1, which is configured to: 3. A purchase order is automatically created by separating and integrating the quotation information entered in the quotation information card, instead of the order information file, for each of the suppliers such as a manufacturing factory, an assembly shop, a supplier, and a delivery center. The integrated sales support system according to claim 1, further comprising an arrangement information file that is created dynamically. 4. Along with the preparation of each of the above-mentioned order forms, the image data of the products entered in the order form is searched from the above-mentioned product image file and automatically created as a list of the arranged order product image list. The integrated sales support system according to claim 3, further comprising a arranged product image file that is stored. 5. The comprehensive sales support system according to claim 1, wherein image data of a designated product can be displayed on a window screen for confirmation by opening the product image file.