KR102476031B1 - System for monitoring deadline of business opportunity - Google Patents

Abstract

The present invention provides an enterprise management system for monitoring a deadline of a business opportunity which can increase sales of a company by managing business opportunities to allow the business opportunities to lead to sales. According to the present invention, the enterprise management system for monitoring a deadline of a business opportunity comprises: a user terminal acquiring information associated with a business opportunity representing an opportunity for a company to obtain an order from a customer company to generate sales opportunity information, and transmitting the business opportunity information with a registration request signal requesting registration of the business opportunity information; and a management server adding the business opportunity information to a business opportunity list to register the business opportunity information, and generating business opportunity deadline information representing the deadlines of a plurality of business opportunities of the company by using one or more among sales stage information included in the business opportunity information, sales tax invoice issuance status information representing whether a sales tax invoice of sales corresponding to the order was generated, sales tax invoice issuance date information representing the date on which the sales tax invoice is to be issued, sales payment status information representing whether a payment of the sales corresponding to the order is made, purchase tax invoice issuance date information representing the date on which a purchase tax invoice of a purchase corresponding to the order is to be issued, and purchase payment status information representing whether a payment of the purchase corresponding to the order is made.

Description

System for monitoring deadline of business opportunity

The present invention relates to an enterprise-wide management system for monitoring deadlines of business opportunities, and more particularly, in which a company registers business opportunity information about business opportunities representing opportunities to win orders from a customer, and the deadline for each business opportunity information for each business stage. It is about an enterprise management system that monitors deadlines of sales opportunities that monitor

In general, enterprise resource planning (ERP) refers to a package software of an enterprise information system that integrates business throughout business activities such as purchase, production management, logistics, sales, and accounting.

In other words, ERP means the planned and simultaneous optimal utilization of the entire management resources of a company. In a more comprehensive view, corporate activities that change every moment by simultaneously considering the upper and lower supply systems such as customers and subcontractors and the work of related departments within the company. It is software (application) that makes it possible to respond to changes in technology and information technology.

In this way, the enterprise resource management system is based on a management innovation technique that maximizes productivity by reconstructing management resources of various management systems that were independently operated across all sectors of the company into one 'system integration' (SI). are doing An enterprise resource management system monitors the flow and use of various resources in a company. In addition, in order to efficiently manage management resources, it is formed to collect and analyze business-related data such as accounting, sales, and inventory management to make better management decisions.

However, since the conventional ERP system manages resource information for each company according to a common integrated ERP program, unnecessary management items exist or necessary management items are missing in the integrated ERP program depending on the company, resulting in management services. A problem may arise that is provided inefficiently.

In addition, the conventional ERP system has a problem in that it cannot monitor business opportunities by managing business opportunities associated with the company's main sales and setting deadlines for each business stage of each business opportunity.

Korean Patent Registration No. 10-2298860

The present invention is intended to provide an enterprise resource management system capable of managing business opportunities so that business opportunities lead to sales by registering business opportunity information on business opportunities representing opportunities to win orders from customers and managing them for each business stage. .

In addition, the present invention registers business opportunity information for business opportunities representing opportunities for companies to win orders from customers, and analyzes the sales status for each business stage of the business opportunity information, thereby enabling effective sales activities for each business stage of the business opportunity. We want to provide an enterprise resource management system that can

In addition, the present invention registers business opportunity information for business opportunities representing opportunities to win orders from customers, and monitors the deadline for each business stage of the business opportunity information, so that the action to be performed for each business stage is appropriate. It is intended to provide an enterprise resource management system that can be performed on

In order to solve the above technical problem, the enterprise management system for monitoring the deadline of business opportunities according to the present invention acquires information related to business opportunities representing opportunities for companies to win orders from customers, generates business opportunity information, and generates the business opportunity information. Determining whether or not the business opportunity information is missing in response to the business stage information included in the business opportunity information, and if the business opportunity information is not a deficit as a result of determining the business opportunity information, together with a registration request signal requesting registration of the business opportunity information a user terminal that transmits business opportunity information; and a management server that receives the registration request signal, adds the business opportunity information to a business opportunity list, and registers the business opportunity information.

Preferably, the user terminal determines that the sales stage information is a first sales stage in which the business opportunity is recognized by the company and a second sales stage in which information that the company is expected to receive orders from the customer company is confirmed. If any of the steps, business opportunity name information, customer identification information, contact person identification information, vendor identification information, product type information, sales amount information, sales payment information, sales tax invoice issuance information, purchase payment information, input tax It is checked whether a first information group consisting of invoice issuance information and preferential negotiator selection date information is included in the business opportunity information, and if the first information group is included in the business opportunity information as a result of the checking, the It may be determined that the business opportunity information is not a deficit.

Preferably, in the user terminal, the sales stage information includes a third sales stage, in which the company has received an order from the client company, and a fourth sales stage, in which the company is selected as a preferred bidder corresponding to the order. and a fifth sales step in which an order form corresponding to the order is issued to the company from the customer company, business opportunity name information, customer company identification information, person in charge identification information, supplier identification information, product type information, sales amount information, sales payment information, sales payment date information, sales tax invoice issuance information, sales tax invoice issuance date information, purchase amount information, purchase payment information, purchase payment date information, purchase tax invoice issuance information, purchase tax invoice It is checked whether a second information group consisting of issuance date information, preferred bidder selection date information, and purchase order issuance date information is included in the business opportunity information, and as a result of the check, the second information group is included in the business opportunity information. If included, it can be determined that the business opportunity information is not a deficit.

Preferably, the business opportunity name information may be information indicating the name of the business opportunity.

Preferably, the customer company identification information may be information for identifying the customer company.

Preferably, the person in charge identification information may be information for identifying a person in charge of the customer company who performs work for the order.

Preferably, the vendor identification information may be information for identifying a vendor corresponding to the order.

Preferably, the product type information may be information indicating the type of product corresponding to the order.

Preferably, the sales amount information may be information representing the amount of sales corresponding to the order.

Preferably, the sales payment information may be information indicating whether a payment for sales corresponding to the order has been paid.

Preferably, the sales settlement date information may be information indicating a date on which the sales price corresponding to the order is to be settled.

Preferably, the sales tax invoice issuance information may be information indicating whether a sales tax invoice has been generated for the sales corresponding to the order.

Preferably, the sales tax invoice issuance date information may be information indicating a date when the sales tax invoice is to be issued.

Preferably, the purchase price information may be information indicating a purchase price corresponding to the order.

Preferably, the purchase payment information may be information indicating whether the purchase price corresponding to the order has been paid.

Preferably, the purchase payment date information may be information indicating a date on which the purchase price corresponding to the order is to be settled.

Preferably, the information on whether the purchase tax invoice is issued may be information indicating whether the purchase tax invoice corresponding to the order has been generated.

Preferably, the input tax invoice issuance date information may be information indicating a date when the input tax invoice is to be generated.

Preferably, the preferred negotiator selection date information may be information indicating a date on which the preferred negotiator is to be selected.

Preferably, the order form issuance date information may be information indicating a date when the order form is to be issued.

Preferably, when the user terminal obtains technical support information representing the contents of technical support necessary for the business opportunity in relation to the product corresponding to the order, the business opportunity information along with a technical support request signal requesting the technical support. One or more of the information included in and the technical support information may be transmitted to the management server.

Preferably, the management server registers the business opportunity information by adding the business opportunity information to a business opportunity list, business stage information included in the business opportunity information, and employee identification information for identifying an employee who manages the business opportunity. , Current status of a plurality of business opportunities of the company using at least one of sales amount information indicating the amount of sales corresponding to the order and preferred bidder selection date information indicating the date on which the preferred bidder corresponding to the order will be selected It is possible to generate business opportunity status information indicating

Preferably, the management server collects sales amount information generated during a first preset period among the sales amount information of a plurality of sales opportunity information added to the sales opportunity list for each sales stage information to obtain sales amount information for each sales stage. and the sales amount information for each business stage may be generated as first business opportunity status information.

Preferably, the management server converts sales amount information of business opportunity information in which a date indicated by the preferred bidder selection date information arrives within a preset second period among a plurality of business opportunity information added to the business opportunity list, product type information. The data may be collected for each product type to be generated as future sales amount information for each product type, and the upcoming sales amount information for each product type may be generated as second business opportunity status information.

Preferably, the management server determines that the sales stage information is a third sales stage, a fourth sales stage, and a fifth sales stage among a plurality of sales opportunity information added to the sales opportunity list, and the sales amount information is set in advance. Sales amount information of sales opportunity information generated during the period is generated as first group sales amount information, and among a plurality of sales opportunity information added to the business opportunity list, the sales stage information is the fourth sales stage and the fifth sales stage information. In the step, sales amount information of business opportunity information generated during the third period in which the sales amount information is preset is generated as second group sales amount information, and the second group sales amount information compared to the first group sales amount information Creates the amount ratio of the group sales amount ratio information, checks indicator information indicated by the ratio section including the group sales amount ratio information, and uses the group sales amount ratio information and the index information as third business opportunity status information. can create

Preferably, the management server includes sales amount information of sales opportunity information in which a time point at which the sales stage information is changed to the third sales stage among a plurality of sales opportunity information added to the sales opportunity list is included within a preset third period. may be collected for each product type information to generate change sales amount information for each product type, and the change sales amount information for each product type may be generated as fourth business opportunity status information.

Preferably, the management server registers the business opportunity information by adding the business opportunity information to a business opportunity list, and checks the sales stage information included in the business opportunity information and the sales tax invoice of the sales corresponding to the order. Sales tax invoice issuance information indicating whether the sales tax invoice is issued, sales tax invoice issuance date information indicating the date when the sales tax invoice is to be issued, sales payment information indicating whether or not the payment for the sales corresponding to the order has been paid, Purchase tax invoice issuance date information indicating the date when the purchase tax invoice will be issued, and purchase payment information indicating whether or not the purchase price corresponding to the order has been paid Opportunity deadline information representing deadlines can be created.

Preferably, the management server does not change the business stage information of any one business opportunity information from a fourth business stage to a fifth business stage among a plurality of business opportunity information added to the business opportunity list, and the business opportunity list When the first elapsed period from the registered date exceeds the preset fourth period, first business opportunity deadline information notifying the elapsed registration of corresponding business opportunity information may be generated.

Preferably, in the management server, a second elapsed period elapsed from a date when the business stage information of any one business opportunity information among a plurality of business opportunity information added to the business opportunity list is changed to the fourth business stage is set in advance. If the fifth period is exceeded and the sales tax invoice issuance information included in the corresponding business opportunity information indicates that the sales tax invoice has not been issued, second business opportunity deadline information notifying the non-issuance of the sales tax invoice may be generated.

Preferably, the management server determines that when a third elapsed period elapsed from a date on which information update of any one business opportunity information among a plurality of business opportunity information added to the business opportunity list is performed exceeds a preset sixth period. , Third business opportunity deadline information notifying non-renewal of corresponding business opportunity information may be generated.

Preferably, in the management server, a seventh period in which a fourth elapsed period elapsed from a date indicated by the sales tax invoice issuance date information of any one business opportunity information among a plurality of business opportunity information added to the business opportunity list is set in advance. exceeds , and if the sales payment information included in the corresponding business opportunity information indicates that the sales price is unpaid, fourth business opportunity deadline information notifying that the unpaid state of the sales price has exceeded may be generated.

The management server determines that a fifth period elapsed from the date indicated by the purchase tax invoice issuance date information of any one business opportunity information among a plurality of business opportunity information added to the business opportunity list exceeds a preset eighth period, and If the purchase payment information included in the corresponding business opportunity information indicates that the purchase price is unpaid, fifth business opportunity deadline information notifying that the purchase price has passed in an unpaid state may be generated.

According to the present invention, by registering business opportunity information on business opportunities representing opportunities to win orders from customers and managing them for each business stage, business opportunities can be managed so that business opportunities lead to sales, thereby increasing corporate sales. It works.

In addition, the present invention provides data that can analyze the weaknesses and strengths of sales by registering sales opportunity information on sales opportunities that represent opportunities for companies to win orders from customers and analyzing the sales status for each sales stage of the sales opportunity information. There are effects that can be provided.

In addition, the present invention registers business opportunity information for business opportunities representing opportunities to win orders from customers, and monitors the deadline for each business stage of the business opportunity information, so that the action to be performed for each business stage is appropriate. This has the effect of promoting step-by-step progress in sales opportunities.

1 is a diagram illustrating an enterprise management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.
2 is a diagram illustrating an example of a screen of a user terminal for explaining a process of registering, storing, and managing customer company information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.
FIG. 3 is a diagram illustrating another example of a screen of a user terminal for explaining a process of registering, storing, and managing customer company information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.
4 is a diagram illustrating an example of a screen of a user terminal for explaining a process of registering, storing, and managing manager information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.
5 is a diagram illustrating another example of a screen of a user terminal for explaining a process of registering, storing, and managing manager information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.
6 is a diagram illustrating an example of a screen of a user terminal for explaining a process of registering, storing, and managing product information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.
7 is a diagram illustrating an example of a screen of a user terminal for explaining a process of registering, storing, and managing business opportunity information in an enterprise-wide management system for monitoring business opportunity deadlines according to various embodiments of the present disclosure.
8 is a diagram illustrating another example of a screen of a user terminal for explaining a process of registering, storing, and managing business opportunity information in an enterprise-wide management system for monitoring business opportunity deadlines according to various embodiments of the present disclosure.
9 is a diagram illustrating an example of a screen of a user terminal for explaining a process of generating business opportunity status information in an enterprise-wide management system for monitoring business opportunity deadlines according to various embodiments of the present disclosure.
10 is a diagram illustrating an example of a screen of a user terminal for explaining a process of registering, storing, and managing inventory information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.
11 is a diagram illustrating another example of a screen of a user terminal for explaining a process of registering, storing, and managing inventory information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.
12 is a block diagram illustrating components of a user terminal of an enterprise-wide management system for monitoring deadlines of business opportunities according to an embodiment of the present invention.
13 is a block diagram illustrating components of a management server of an enterprise-wide management system for monitoring deadlines of business opportunities according to an embodiment of the present invention.

Hereinafter, various embodiments of the present invention will be described with reference to the accompanying drawings. However, it should be understood that this is not intended to limit the present invention to specific embodiments, and includes various modifications, equivalents, and/or alternatives of the embodiments of the present invention. In connection with the description of the drawings, like reference numerals may be used for like elements.

In this document, expressions such as "has", "may have", "includes", or "may include" refer to the presence of a corresponding feature (eg, numerical value, function, operation, or component such as a part). , which does not preclude the existence of additional features.

In this document, expressions such as "A or B", "at least one of A and/and B", or "one or more of A or/and B" may include all possible combinations of the items listed together. . For example, "A or B", "at least one of A and B", or "at least one of A or B" includes (1) at least one A, (2) at least one B, Or (3) may refer to all cases including at least one A and at least one B.

Expressions such as "first", "second", "first", or "second" used in this document may modify various components, regardless of order and/or importance, and refer to a component as It is used only to distinguish it from other components and does not limit the corresponding components. For example, the manager device and the operator device may indicate different user devices regardless of order or importance. For example, without departing from the scope of rights described in this document, a first element may be called a second element, and similarly, the second element may also be renamed to the first element.

A component (e.g., a first component) is "(operatively or communicatively) coupled with/to" another component (e.g., a second component); When referred to as "connected to", it should be understood that the certain component may be directly connected to the other component or connected through another component (eg, a third component). On the other hand, when an element (e.g., a first element) is referred to as being “directly connected” or “directly connected” to another element (e.g., a second element), that element and the above It may be understood that other components (eg, a third component) do not exist between the other components.

As used in this document, the expression "configured to" means, depending on the situation, e.g., "suitable for", "having the capacity to" )", "designed to", "adapted to", "made to", or "capable of" . The term "configured (or set) to" may not necessarily mean only "specifically designed to" hardware. Instead, in some contexts, the phrase "a device configured to" may mean that the device is "capable of" in conjunction with other devices or components. For example, the phrase "a processor configured (or set) to perform A, B, and C" may include a dedicated processor (e.g., embedded processor) to perform those operations, or by executing one or more software programs stored in memory. , may mean a general-purpose processor (eg, CPU or application processor) capable of performing corresponding operations.

Terms used in this document are only used to describe a specific embodiment, and may not be intended to limit the scope of other embodiments. Singular expressions may include plural expressions unless the context clearly dictates otherwise. Terms used herein, including technical or scientific terms, may have the same meaning as commonly understood by a person of ordinary skill in the technical field described in this document. Among the terms used in this document, terms defined in general dictionaries may be interpreted as having the same or similar meaning as the meaning in the context of the related art, and unless explicitly defined in this document, in an ideal or excessively formal meaning. not interpreted In some cases, even terms defined in this document cannot be interpreted to exclude the embodiments of this document.

1 is a diagram illustrating an enterprise management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.

Referring to FIG. 1 , an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure may include a user terminal 100 and a management server 200 .

Here, the enterprise management system for monitoring the deadlines of sales opportunities according to various embodiments of the present invention integrates various elements of the enterprise and efficiently manages all human and material resources within the enterprise used for business activities, ultimately It can mean an integrated information system that plays a role in strengthening competitiveness.

To this end, the user terminal 100 may be controlled by executives and employees of the company, receive various information and controls from the executives and employees, and transmit information to the management server 200 according to the inputted control.

In particular, the user terminal 100 may receive and obtain information related to business opportunities representing opportunities for companies to win orders from customers from executives and employees, and generate business opportunity information including the obtained information.

Here, receiving an order may mean that a company receives an order for one or more of goods and services from a customer company.

At this time, the management server 200 may register new business opportunity information by receiving business opportunity information and adding it to a business opportunity list.

The management server 200 searches for specific sales opportunity information based on various fields of each of the plurality of sales opportunity information added to the sales opportunity list, or analyzes the current status of all sales opportunity information of the company, and all sales opportunities of the company. You can analyze the current status of information and monitor the deadlines of all sales opportunity information for the company.

To this end, the management server 200 includes customer company information, which is information about customers transacting with the company, information about the person in charge, which is information about the person in charge of the customer company who performs work for the above-mentioned orders, and information about products corresponding to the above-mentioned orders. It is possible to register, store and manage personal product information, business opportunity information, and inventory information, which is information about the company's inventory, in a database. Here, management means that the management server 200 searches for information requested by the user terminal 100 among information registered and stored in the database, transmits it to the user terminal 100, and updates the update-requested information. can

First, a process in which the management server 200 plays a role of registering, storing, and managing customer company information will be described.

2 is a diagram showing an example of a screen of a user terminal for explaining a process of registering, storing, and managing customer company information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure; 3 is a diagram illustrating another example of a screen of a user terminal for explaining a process of registering, storing, and managing customer company information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.

Further referring to FIGS. 2 and 3 , the user terminal 100 may receive customer information from an employee of the company and transmit the customer information to the management server 200 along with a registration request signal requesting registration of the customer information. have.

Here, the customer information is information about a customer who orders one or more of services and goods from the company, and includes customer identification information, customer business division identification information, customer business registration number information, customer classification criteria information, customer transaction bank information, and customer related notes. information and customer company attachment information.

Here, the customer company identification information is information for identifying the customer company, the customer company division identification information is information for identifying the business unit formed within the customer company, and the customer company business registration number information is information indicating the type of company to which the customer company is classified. The customer bank information is information including the bank name information, account number information, and bankbook copy information of the bank the customer is transacting with. , and the customer company attached document information may be document information related to the customer company.

At this time, the user terminal 100 may provide a customer input screen for inputting customer company information when the company menu T2 and the company information registration menu T2' are sequentially selected and input from an employee. The customer input screen is an input menu (B1, … , B7) can be displayed respectively.

When the customer company information is received along with the registration request signal, the management server 200 may register the customer company information by adding the customer company information to the customer company list.

In this case, the management server 200 may match and register employee identification information (registered employee identification information) and registration date information of an employee requesting registration of customer company information with customer company information.

Thereafter, the management server 200 transmits employee identification information (registered employee identification information), registration date information, and customer company information to the user terminal 100 when an information inquiry request signal for requesting customer company information inquiry is received from the user terminal 100. In addition, the user terminal 100 may display customer company information received in response to the inquiry request, employee identification information (registered employee identification information), and registration date information on the screen, respectively (C1, C2).

Hereinafter, a process in which the management server 200 plays a role of registering, storing, and managing manager information will be described.

4 is a diagram showing an example of a screen of a user terminal for explaining a process of registering, storing, and managing manager information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure; 5 is a diagram illustrating another example of a screen of a user terminal for explaining a process of registering, storing, and managing manager information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.

Referring to FIGS. 4 and 5 , the user terminal 100 may receive manager information from an employee of the company and transmit the manager information to the management server 200 along with a registration request signal requesting registration of the manager information. .

Here, the person in charge information is information about the person in charge of the customer company who performs the above-mentioned orders, and the customer identification information of the customer company where the person in charge works, the identification information of the customer company's division of the business unit within the customer company where the person in charge works, and the customer company where the person in charge works It may include one or more of customer classification criteria information, manager identification information, manager position information, department identification information, key man information, propensity information, contact information, and memo information related to a manager.

Here, the person in charge identification information is information for identifying the person in charge, the person in charge position information is information indicating the position of the person in charge, the department identification information is information for identifying the customer company and department within the business unit where the person in charge works, and the key man information is Information indicating whether the person in charge is a key man in the corresponding department, propensity information is information that classifies the person in charge's propensity as one of positive, negative, neutral, and unconfirmed, contact information is information indicating the contact information of the person in charge, and memo information related to the person in charge may be memo information input for the corresponding person in charge by the employee inputting the person in charge information.

At this time, the user terminal 100 may provide a manager input screen for inputting manager information when the manager menu (T3) and the manager registration menu (T3') are sequentially selected and input from an employee. The contact person input screen includes customer identification information of the customer company where the person in charge works, customer division identification information of the division within the customer company where the person in charge works, customer classification criteria information of the customer company where the person in charge works, person in charge identification information, person in charge position information, department identification information, Each of the input menus D1, ..., D10 for inputting keyman information, propensity information, contact information, and memo information related to a person in charge may be displayed.

When the manager information is received along with the registration request signal, the management server 200 may register the manager information by adding the manager information to the manager list.

At this time, the management server 200 may register by matching the employee identification information (registered employee identification information) and the registration date information of the employee requesting registration of the person in charge information with the person in charge information.

Thereafter, the management server 200 transmits employee identification information (registered employee identification information), registration date information, and contact information to the user terminal 100 when an information inquiry request signal for requesting information inquiry from the user terminal 100 is received. In addition, the user terminal 100 may display (E1, E2) employee identification information (registered employee identification information) and registration date information on the screen, together with the manager information received in response to the inquiry request.

On the other hand, when the management server 200 receives an information search request signal for requesting a search for manager information from the user terminal 100, the manager identification information included in the pre-registered business opportunity information is the person in charge received from the user terminal 100. When corresponding to the information inquiry request signal of the information, the above-described employee identification information (registered employee identification information), registration date information, and manager information as well as corresponding business opportunity information are transmitted to the user terminal 100, and the user terminal ( 100) may further display business opportunity information on the screen (E3).

Hereinafter, a process in which the management server 200 plays a role of registering, storing, and managing product information will be described.

6 is a diagram illustrating an example of a screen of a user terminal for explaining a process of registering, storing, and managing product information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.

Referring further to FIG. 6 , the user terminal 100 may receive product information from an employee of the company and transmit the product information to the management server 200 together with a registration request signal requesting registration of the product information.

Here, product information is information about products supplied by the company to customers, information on the registration date when the product information of the product is registered, identification information of the customer company that receives the product, and identification information of the business unit of the customer company that receives the product. It may include at least one of customer company classification criteria information and product type information of the corresponding product.

At this time, the user terminal 100 may provide a product input screen for inputting product information when the company menu T4 and the company information registration menu T4' are sequentially selected and input from an employee. The product input screen is an input menu (F2, …, F4) where you can enter customer company identification information and customer division identification information that receive the product, customer classification criteria information of the customer company that receives the product, and product type information of the product. ) can be displayed respectively.

When product information is received together with the registration request signal, the management server 200 may register the product information by adding the product information to a product list.

Thereafter, the management server 200 transmits the product information to the user terminal 100 when an information search request signal for requesting a search for product information is received from the user terminal 100, and the user terminal 100 responds to the search request. The received product information may be displayed on the screen respectively.

Hereinafter, a process in which the management server 200 plays a role of registering, storing, and managing business opportunity information will be described.

7 is a diagram showing an example of a screen of a user terminal for explaining a process of registering, storing, and managing business opportunity information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure; 8 is a diagram illustrating another example of a screen of a user terminal for explaining a process of registering, storing, and managing business opportunity information in an enterprise-wide management system for monitoring business opportunity deadlines according to various embodiments of the present disclosure.

Further referring to FIGS. 7 and 8 , the user terminal 100 receives and obtains information related to sales opportunities representing opportunities for companies to win orders from customers from executives and employees, generates them as sales opportunity information, and generates sales opportunity information from executives and employees. When a registration request requesting registration is received, it is possible to determine whether or not the business opportunity information is deficient in response to business stage information included in the business opportunity information.

Specifically, the user terminal 100 determines whether the sales stage information is any of the first sales stage, which is a stage in which a business opportunity is recognized by the company, and the second sales stage, which is a stage in which information that the company is expected to receive orders from a customer company is confirmed. You can check if it is one.

If the sales stage information is any one of the first sales stage and the second sales stage, the user terminal 100 determines the business opportunity name information, customer company identification information, manager identification information, vendor identification information, product type information, sales amount information, It is possible to check whether the business opportunity information includes the first information group consisting of sales payment information, sales tax invoice issuance information, purchase payment information, purchase tax invoice issuance information, and preferred bidder selection date information.

As a result of checking whether the first information group is included in the business opportunity information, the user terminal 100 may determine that the business opportunity information is not a deficit if the first information group is included in the business opportunity information.

In addition, the user terminal 100 provides sales stage information to the third sales stage in which the company receives an order from the customer company, the fourth sales stage in which the company is selected as a preferred bidder corresponding to the order, and the customer company to the company. It is possible to confirm which one of the fifth sales stages, which is a stage in which an order form corresponding to an order is issued from .

If the sales stage information is any one of the third sales stage, the fourth sales stage, and the fifth sales stage, the user terminal 100 determines the business opportunity name information, customer company identification information, manager identification information, vendor identification information, and product type information. , sales amount information, sales payment information, sales payment date information, sales tax invoice issuance information, sales tax invoice issuance date information, purchase amount information, purchase payment information, purchase payment date information, purchase tax invoice issuance information, It is possible to check whether the second information group consisting of input tax invoice issuance date information, preferred negotiator selection date information, and purchase order issuance date information is included in the business opportunity information.

As a result of checking whether the second information group is included in the business opportunity information, the user terminal 100 may determine that the business opportunity information is not a deficit if the second information group is included in the business opportunity information.

Finally, if the business opportunity information is not defective, the management server 200 may transmit business opportunity information together with a registration request signal requesting registration of business opportunity information.

Here, the sales opportunity information includes sales opportunity identification information, sales opportunity name information, customer identification information of the customer related to the sales opportunity, customer identification information of the person in charge of the customer company related to the sales opportunity, vendor identification information, product type information, sales amount information, Sales payment information, sales payment date information, sales tax invoice issuance information, sales tax invoice issuance date information, purchase amount information, purchase payment status information, purchase payment date information, purchase tax invoice issuance information, purchase tax invoice issuance date information, preferred bidder selection date information, order issuance date information, sales stage information, employee identification information, technical support information, memo information related to sales opportunities, and sales opportunity attachment information.

Here, the business opportunity name information is information indicating the name of the business opportunity, the customer identification information is information for identifying the customer company, the person in charge identification information is information for identifying the person in charge of the customer company who performs the order, and the purchaser. Identification information is information for identifying the purchaser corresponding to the order, product type information is information indicating the type of product corresponding to the order, sales amount information is information indicating the amount of sales corresponding to the order, and whether or not sales have been paid The information is information indicating whether or not the payment for the sales corresponding to the order has been paid, the sales payment date information is information indicating the date on which the payment for the sales corresponding to the order will be paid, and the issuance of sales tax invoice information is the information corresponding to the order Information indicating whether sales tax invoices have been generated, information on the date of issuance of sales tax invoices is information indicating the date on which sales tax invoices will be issued, purchase amount information is information indicating the amount of purchases corresponding to orders, and purchase settlement Whether or not information is information indicating whether the purchase price corresponding to the order has been paid, purchase payment date information is information indicating the date when the purchase price corresponding to the order will be paid, and purchase tax invoice issuance information corresponds to the order Information indicating whether an input tax invoice has been generated for purchases that are to be sold, information on the date of issuance of an input tax invoice is information indicating the date on which an input tax invoice will be generated, and information on the date of selection of a preferred bidder is information indicating the date on which a preferred bidder will be selected. The information on the date of order issuance is information indicating the date on which the order will be issued, the employee identification information is information for identifying the employee who registered the business opportunity information, and the technical support information is information on the business opportunity in relation to the product corresponding to the order. It is information indicating the contents of necessary technical support, memo information related to sales opportunity is memo information entered by the employee entering sales opportunity information about the person in charge of the sales opportunity, and sales opportunity attachment information is document information related to sales opportunity can

Here, the sales stage information includes first to fifth sales stages, the first sales stage is a stage in which a business opportunity is recognized by the company (employees of the company), and the second sales stage is a stage in which the company is expected to receive orders from the customer. The expected information is confirmed, the third sales stage is the stage in which the company has received an order from the customer, the fourth sales stage is the stage in which the company is selected as a preferred bidder corresponding to the order, and the fifth sales stage is It may be a stage in which an order form corresponding to an order received from a customer company is issued to the company.

Meanwhile, the sales stage information may further include a sixth stage in which the company gives up the sales opportunity and a seventh stage in which a competitor of the company is selected as a preferred bidder.

At this time, the user terminal 100 may provide a business opportunity input screen for inputting business registration information when the business opportunity menu T5 and the business opportunity information registration menu T5' are sequentially selected and input by an employee. The business opportunity input screen may display each of the input menus G1, ..., G5 for inputting business opportunity identification information, business opportunity name information, customer company identification information, and manager identification information.

In addition, the sales opportunity input screen includes vendor identification information, product type information, sales amount information, sales payment information, sales payment date information, sales tax invoice issuance date information, sales tax invoice issuance date information, purchase amount information, purchase payment status It is possible to display each of the input menus G6 for inputting business opportunity detail information including information, purchase payment date information, purchase tax invoice issuance information, and purchase tax invoice issuance date information.

In addition, the sales opportunity input screen is an input menu where you can enter information on the date of selection of the preferred bidder, the date of issuance of the order form, sales stage information, technical support information, usage rights information, memo information related to sales opportunities, and sales opportunity attachments, respectively ( G7, …, G13) can be displayed respectively.

Meanwhile, when the user terminal 100 obtains technical support information indicating the contents of technical support necessary for a business opportunity in relation to a product corresponding to an order received from an employee, a technical support request signal requesting technical support and a business opportunity One or more of the information included in the information and technical support information may be transmitted to the management server 200 .

Here, the user terminal 100 transmits a technical support request signal, among information included in the business opportunity information, business opportunity identification information, business opportunity name information, customer identification information of the customer company related to the business opportunity, and contact information of the customer company related to the business opportunity. Person in charge identification information may be transmitted to the management server 200 .

Thereafter, the management server 200 may transmit part of the business opportunity information and technical support information to the user terminal 100 used by the engineer staff of the company in charge of the corresponding product.

On the other hand, the user terminal 100 transmits the employee identification information to the management server 200 together with a search request signal for requesting a search for business opportunity information, and the management server 200 transmits the business opportunity information added to the business opportunity list. Business opportunity information H2 corresponding to the employee identification information may be searched and transmitted to the user terminal 100 together with the search period H1.

Through this, the user terminal 100 can quickly search for business opportunity information in charge of the corresponding employee and provide the information to the corresponding employee.

Hereinafter, a process in which the management server 200 plays a role of generating business opportunity status information will be described.

9 is a diagram illustrating an example of a screen of a user terminal for explaining a process of generating business opportunity status information in an enterprise-wide management system for monitoring business opportunity deadlines according to various embodiments of the present disclosure.

9, the user terminal 100 transmits a current status request signal to the management server 200 when a current status request requesting business opportunity status information is input from an employee, and a management server that receives the current status request signal ( 200) may generate requested company status information by classifying, searching, and sorting business opportunity information added to the business opportunity list in response to the requested business opportunity status information, and calculating numerical values.

Specifically, the management server 200 includes sales stage information included in sales opportunity information, employee identification information for identifying an employee managing the sales opportunity, sales amount information representing the amount of sales corresponding to orders, and sales amount information corresponding to orders. Business opportunity current status information indicating the current status of a plurality of business opportunities of the company may be generated using at least one of the preferred negotiator selection date information indicating the date on which the preferred negotiator is to be selected.

More specifically, the management server 200 receives the current status request signal requesting the first business opportunity status information, generated during the first period set in advance among the sales amount information of a plurality of business opportunity information added to the business opportunity list. Sales amount information may be collected for each sales stage information to generate sales amount information for each sales stage, and sales amount information for each sales stage may be generated as first business opportunity status information.

Here, the preset first period may be any one of a yearly period, a quarterly period, and a monthly period, and may be, for example, the most recent quarterly period.

That is, the management server 200 checks sales stage information and sales amount information of sales opportunity information included in the latest quarter period, which is the first period in which the date indicated by the sales tax invoice issuance date information is set in advance, and determines sales for each sales stage information. Amount information may be collected and generated as sales amount information for each business stage.

At this time, the management server 200 collects the sales amount information in the first step, collects the sales amount information in the second step, and the sales amount information in the third step, and integrates the fourth and fifth steps to the sales amount information can be gathered.

In addition, the management server 200 may classify each of the sales amount information collected in each step according to customer company identification information, product identification information, employee identification information, and vendor identification information. In addition, the management server 200 may generate target sales information and target achievement amount information, which is a ratio of sales amount to target sales amount, together with each sales amount information collected for each stage.

Thereafter, the management server 200 generates sales amount information for each business stage as first business opportunity status information and transmits it to the user terminal 100, and the user terminal 100 uses the first business opportunity status information as a dashboard on the home screen. (A1) can be displayed.

On the other hand, when the management server 200 receives a status request signal for requesting the second business opportunity status information, the date indicated by the preferred bidder selection date information among a plurality of business opportunity information added to the business opportunity list is set in advance to the second business opportunity list. Sales amount information of sales opportunity information to come within a period may be collected for each product type information to be generated as upcoming sales amount information for each product type, and upcoming sales amount information for each product type may be generated as second business opportunity status information.

Here, the preset second period may be 14 days, but may be set differently.

In addition, the management server 200 may classify each of the upcoming sales amount information collected for each product type information according to customer company identification information, employee identification information, and vendor identification information.

Then, the management server 200 transmits the second business opportunity status information to the user terminal 100, and the user terminal 100 can display the second business opportunity status information A2 as a dashboard on the home screen. .

On the other hand, the management server 200 receives the current status request signal requesting the third business opportunity status information, the sales stage information among the plurality of sales opportunity information added to the business opportunity list is the third sales stage, fourth sales stage, and During the fifth sales step, sales amount information of sales opportunity information generated during a preset third period may be generated as first group sales amount information.

Subsequently, the management server 200 includes sales opportunity information generated during a third period in which sales amount information is set in advance while sales stage information is the fourth and fifth sales stages among a plurality of sales opportunity information added to the sales opportunity list. The sales amount information of may be generated as the second group sales amount information.

Finally, the management server 200 generates an amount ratio of the second group sales amount information to the first group sales amount information as group sales amount ratio information, and index information indicated by a ratio section including the group sales amount ratio information and group sales amount ratio information and indicator information may be generated as third business opportunity status information.

For example, the management server 200 sets the ratio interval as a first ratio period of 70% or less, a second ratio period of greater than 70% and less than 90%, and a third ratio period of 90% or more, and three colors representing each section. is set, and the color information of the ratio section including the group sales amount ratio information can be checked as indicator information.

Thereafter, the management server 200 transmits the third business opportunity status information to the user terminal 100, and the user terminal 100 can display the third business opportunity status information A3 as a dashboard on the home screen. .

On the other hand, when the management server 200 receives the current status request signal requesting the fourth business opportunity status information, the change time when the sales stage information is changed to the third sales stage among a plurality of sales opportunity information added to the business opportunity list is changed in advance. Sales amount information of business opportunity information included in the set third period may be collected for each product type information to generate change sales amount information for each product type, and change sales amount information for each product type may be generated as fourth business opportunity status information.

Here, the preset third period may be any one of a 7-day period, a 14-day period, and a 30-day period, and may be, for example, a 7-day period.

In addition, the management server 200 may classify each of the changed sales amount information for each product type according to customer company identification information, employee identification information, and purchaser identification information.

Thereafter, the management server 200 transmits the fourth business opportunity status information to the user terminal 100, and the user terminal 100 may display the fourth business opportunity status information A4 as a dashboard on the home screen. .

On the other hand, when the management server 200 receives a status request signal for requesting the fifth business opportunity status information, the registered registration time is changed by being added to the business opportunity list among a plurality of business opportunity information added to the business opportunity list. Sales amount information of business opportunity information included in the third period may be collected for each product type information to be generated as registered sales amount information for each product type, and registered sales amount information for each product type may be generated as fifth business opportunity status information.

In addition, the management server 200 may classify each registered sales amount information for each product type according to customer company identification information, employee identification information, and purchaser identification information.

Then, the management server 200 transmits the fifth business opportunity status information to the user terminal 100, and the user terminal 100 can display the fifth business opportunity status information as a dashboard on the home screen.

Meanwhile, the management server 200 may monitor the deadline of the business opportunity based on the business opportunity information.

Specifically, the management server 200 includes sales stage information included in business opportunity information, sales tax invoice issuance information indicating whether a sales tax invoice for sales corresponding to the order has been generated, and sales indicating the date the sales tax invoice is to be issued. Tax invoice issuance date information, sales payment information indicating whether the sales price corresponding to the order has been paid, purchase tax invoice issuance date information indicating the date when the purchase tax invoice will be issued for the purchase corresponding to the order, Business opportunity deadline information representing the deadlines of a plurality of business opportunities of the company may be generated using at least one of the purchase payment information indicating whether the purchase price has been settled.

Specifically, when the current status request signal requesting the first business opportunity deadline information is received, the management server 200 converts the business stage information of any one business opportunity information among a plurality of business opportunity information added to the business opportunity list to the fourth business opportunity information. 1st sales to notify the lapse of registration of the business opportunity information, if it does not change from the sales stage to the 5th sales stage, and the first lapse period that has elapsed from the date registered on the business opportunity list exceeds the preset 4th period Opportunity deadline information can be created.

Here, the preset fourth period may be a 30-day period.

In addition, the management server 200 receives the current status request signal requesting deadline information for the second business opportunity, the business stage information of any one business opportunity information among a plurality of business opportunity information added to the business opportunity list is the fourth business opportunity. If the second elapsed period from the date changed to the step exceeds the preset fifth period, and the information on whether or not to issue a sales tax invoice included in the business opportunity information indicates the non-issuance of a sales tax invoice, an item notifying the non-issuance of a sales tax invoice 2 Can generate sales opportunity deadline information.

Here, the preset fifth period may be a 30-day period.

In addition, the management server 200 receives a current status request signal requesting deadline information for a third business opportunity, from the date on which any one business opportunity information among a plurality of business opportunity information added to the business opportunity list is updated. When the elapsed third period exceeds the preset sixth period, third business opportunity deadline information notifying non-renewal of corresponding business opportunity information may be generated.

Here, the preset sixth period may be a period of 180 days.

In addition, when the management server 200 receives a status request signal requesting deadline information for a fourth business opportunity, sales tax invoice issuance date information of any one business opportunity information among a plurality of business opportunity information added to the business opportunity list is displayed. If the fourth period elapsed from the indicated date exceeds the preset seventh period, and the sales payment information included in the business opportunity information indicates that the sales payment is outstanding, it is determined that the sales payment has passed. Fourth business opportunity deadline information to notify may be generated.

Here, the preset seventh period may be a 30-day period.

Specifically, the management server 200 receives a status request signal requesting deadline information for a fifth business opportunity, purchase tax invoice issuance date information of any one business opportunity information among a plurality of business opportunity information added to the business opportunity list. If the fifth period elapsed from the date indicated by exceeds the eighth period set in advance, and the purchase payment information included in the business opportunity information indicates that the purchase price is outstanding, the purchase price is outstanding Fifth business opportunity deadline information notifying that it has been completed may be generated.

Here, the preset eighth period may be a period of 30 days.

Hereinafter, a process in which the management server 200 plays a role of registering, storing, and managing inventory information will be described.

10 is a diagram showing an example of a screen of a user terminal for explaining a process of registering, storing, and managing inventory information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure, and FIG. 11 is a diagram showing another example of a screen of a user terminal for explaining a process of registering, storing, and managing inventory information in an enterprise-wide management system for monitoring deadlines of business opportunities according to various embodiments of the present disclosure.

Further referring to FIGS. 10 and 11 , the user terminal 100 receives input of inventory information for inventory held by the company, and transmits the inventory information to the management server 200 along with a registration request signal requesting registration of the inventory information. can be sent to

Here, the inventory information includes inventory identification information, inventory usage information indicating the purpose for which the inventory is used, inventory type information indicating the product type of the inventory, inventory name information, inventory parts details information indicating the parts included in the inventory, and manufacturer of the inventory. Inventory manufacturer identification information to identify inventory supplier identification information to identify the supplier of inventory, purchase price information for inventory, introduction date information for inventory, reason information for introduction of inventory, inventory staff member to identify the employee in charge of inventory It may include at least one of identification information, storage location information of inventory, serial information of inventory, memo information related to inventory, inventory estimate information, and inventory status information.

At this time, the user terminal 100 may provide a stock input screen for inputting stock information when the stock menu T6 and the stock information registration menu T6' are sequentially selected and input from an employee. The inventory input screen includes inventory identification information, inventory usage information indicating the purpose of using the inventory, inventory type information indicating the product type of the inventory, inventory name information, inventory parts details information indicating the parts included in the inventory, and identification of the manufacturer of the inventory. Inventory manufacturer identification information to identify the supplier of the inventory, inventory supplier identification information to identify the supplier of the inventory, purchase price information for the inventory, introduction date information for the inventory, information on the reason for introduction of the inventory, inventory manager identification to identify the employee in charge of the inventory. Each of the input menus I1, ..., I17 for inputting information, inventory storage location information, inventory serial information, inventory-related memo information, inventory estimate information, and inventory status information may be displayed.

When the inventory information is received along with the registration request signal, the management server 200 may register the inventory information by adding the inventory information to the inventory list.

Meanwhile, the management server 200 may generate residual value information of inventory based on information included in inventory information. Specifically, the management server 200 may generate residual value information by reducing a larger price from the purchase price indicated by the purchase price information as the introduction date of the inventory indicated by the introduction date information is older.

On the other hand, the management server 200 adds the sales amount information of sales opportunity information in which stock status information of stock information indicates a new product with no history of use and product type information among sales opportunity information is the same as stock type information of stock information, and inventory information is added. Value amount information may be generated, and when the inventory value amount information exceeds the reference amount, residual value information representing the residual value of inventory included in the inventory information may be increased and corrected.

Here, the reference amount may be an amount to which a preset ratio is applied to the total amount of sales representing the amount of sales for the last year of the company. For example, the preset ratio may be 20%.

Thereafter, the management server 200 transmits the inventory information and residual value information to the user terminal 100 when an information search request signal for requesting a search for inventory information is received from the user terminal 100, and the user terminal 100 searches. Together with the inventory information received as a response to the request, residual value information I8' may be displayed on the screen, respectively.

12 is a block diagram illustrating components of a user terminal of an enterprise-wide management system for monitoring deadlines of business opportunities according to an embodiment of the present invention.

Referring further to FIG. 12 , the user terminal 100 is a terminal controlled by executives and employees (sales staff) of a company, and may be any one of a tablet, a smartphone, a laptop, a wearable device, a PDA, and a personal computer.

The user terminal 100 may receive various information and signals from executives and employees of the company, transmit them to the management server 200, and receive information from the management server 200.

The user terminal 100 may include an input unit 110, a display unit 120, a communication unit 130, a processor 140, and a storage unit 150.

The input unit 110 may receive various information from each manager through a touch screen combined with the display unit 120 . To this end, the display unit 120 may display a plurality of input areas on the screen under the control of the processor 140 .

The communication unit 130 may be connected to a communication network and communicate with the management server 200 using universal communication. To this end, the communication unit 130 may include a general-purpose communication module that performs general-purpose communication. Here, general-purpose communication is communication using an Internet network or a cellular communication protocol, for example, LTE (Long-Term Evolution), LTE-A (LTE Advanced), CDMA (Code Division Multiple Access), WCDMA (Wideband CDMA), At least one of Universal Mobile Telecommunications System (UMTS), Wireless Broadband (WiBro), and Global System for Mobile Communications (GSM) may be used.

Specifically, the communication unit 130 may transmit information received from the manager through the input unit 110 to the management server 200 .

The processor 140 may control operations of the input unit 110 , the display unit 120 , the communication unit 130 and the storage unit 150 .

The processor 140 is a hardware component that performs the role of the above-described user terminal 100, and transmits and receives signals with one or more cores (not shown) and a graphic processing unit (not shown) and/or other components. It may include a connecting passage (eg, a bus, etc.)

The processor 140 according to an embodiment may be configured to perform the operation of the manager terminal 100 by executing one or more instructions stored in the storage unit 150 .

The storage unit 150 may store programs (one or more instructions) for processing and control of the processor 140 . Programs stored in the storage unit 150 may be divided into a plurality of modules according to functions.

13 is a block diagram illustrating components of a management server of an enterprise-wide management system for monitoring deadlines of business opportunities according to an embodiment of the present invention.

Referring further to FIG. 13 , the management server 200 according to an embodiment of the present invention may include a communication unit 210 , a processor 220 and a database 230 .

The communication unit 210 may be connected to a communication network and communicate with the user terminal 100, a plurality of enterprise terminals 300, and a plurality of investment terminals 400 using universal communication. To this end, the communication unit 210 may include a general-purpose communication module that performs general-purpose communication. Here, the universal communication may be communication using an Internet network or at least one of LTE, LTE-A, CDMA, WCDMA, UMTS, WiBro, and GSM as a cellular communication protocol.

The processor 220 may control the operation of the communication unit 210 and the database 230.

The processor 220 is a hardware component that performs the role of the above-described user terminal 100, and transmits and receives signals with one or more cores (not shown) and a graphic processing unit (not shown) and/or other components. It may include a connecting passage (eg, a bus, etc.)

The processor 220 according to an embodiment may be configured to perform the operation of the management server 200 by executing one or more instructions stored in the database 230 .

The database 230 may store programs (one or more instructions) for processing and controlling the processor 220 . Programs stored in the database 230 may be divided into a plurality of modules according to functions.

Also, in the database 230, various information received from the user terminal 100 may be converted into a database, classified, and stored.

So far, the present invention has been mainly looked at with respect to preferred embodiments. Those skilled in the art to which the present invention belongs will understand that the present invention can be implemented in a modified form without departing from the essential characteristics of the present invention. Therefore, the disclosed embodiments should be considered from a descriptive point of view rather than a limiting point of view. The scope of the present invention is shown in the claims rather than the foregoing description, and all differences within the equivalent scope should be construed as being included in the present invention.

As described above, although the present invention has been described by the limited embodiments and drawings, the present invention is not limited thereto, and the technical spirit of the present invention and the following by those skilled in the art to which the present invention belongs Of course, various modifications and variations are possible within the scope of equivalents of the claims to be described.

100: user terminal
200: management server

Claims (7)

The company acquires information related to sales opportunities representing opportunities to win orders from its customers, generates sales opportunity information, determines whether or not the sales opportunity information is deficient in response to sales stage information included in the sales opportunity information, and determines the loss of the sales opportunity information. a user terminal that transmits the business opportunity information together with a registration request signal requesting registration of the business opportunity information if it is determined that the business opportunity information is not deficient; and
A management server that receives the registration request signal, adds the business opportunity information to a business opportunity list, and registers the business opportunity information;
The above business opportunity information is
Sales stage information, business opportunity name information, customer company identification information, person in charge identification information, vendor identification information, product type information, sales amount information, sales payment information, sales payment date information, sales tax invoice issuance information, sales tax invoice At least one of issuance date information, purchase amount information, purchase payment information, purchase payment date information, purchase tax invoice issuance information, purchase tax invoice issuance date information, preferred bidder selection date information, and purchase order issuance date information,
The above business opportunity name information is
Information indicating the name of the business opportunity;
The customer identification information
Information for identifying the customer related to the business opportunity,
The identification information of the person in charge
Information for identifying the person in charge of the customer company who performs the work for the order,
The purchaser identification information
Information for identifying a purchaser corresponding to the order,
The above product type information
Information indicating the type of product corresponding to the order,
The sales amount information
Information indicating the amount of sales corresponding to the order,
The sales payment information
Information indicating whether the sales price corresponding to the order has been paid,
The sales payment date information
Information indicating the date on which the payment for the sales corresponding to the order will be settled;
Information on whether or not the above sales tax invoice is issued
Information indicating whether sales tax invoices for sales corresponding to the orders have been generated,
The above sales tax invoice issuance date information
Information indicating the date on which the sales tax invoice will be issued;
The purchase price information
Information indicating the amount of purchase corresponding to the order,
The purchase payment information
Information indicating whether the purchase price corresponding to the order has been paid,
The purchase payment date information
Information indicating the date on which the purchase price corresponding to the order is to be settled;
Information on whether or not the above purchase tax invoice is issued
Information indicating whether a purchase tax invoice has been generated for the purchase corresponding to the order,
Information on the date of issuance of the purchase tax invoice
Information indicating the date on which the purchase tax invoice will be generated,
The above preferred bidder selection date information
Information indicating the date on which the preferred negotiator corresponding to the order will be selected;
The date of issue of the above order form is
Information indicating the date on which the order will be issued;
The sales stage information
A first sales step in which the business opportunity is recognized by the company, a second sales step in which information that the company is expected to receive orders from the customer is confirmed, and a step in which the company receives an order from the customer company a third sales step, a fourth sales step in which the company is selected as a preferred bidder corresponding to the order, a fifth sales step in which an order form corresponding to the order is issued to the company from the customer company, Any one of the sixth business stage, in which the company gives up the business opportunity, and the seventh business stage, in which a competitor of the company is selected as the preferred bidder;
The user terminal
If the sales stage information is any one of the first sales stage and the second sales stage, the business opportunity name information, the customer company identification information, the person in charge identification information, the vendor identification information, the product type information, and the sales A first information group composed of amount information, whether or not the sales payment information, whether the sales tax invoice is issued or not, the purchase payment information, whether the purchase tax invoice is issued or not, and the preferred bidder selection date information is included in the business opportunity information checking whether or not it is included, and as a result of the checking, if the first information group is included in the business opportunity information, it is determined that the business opportunity information is not a deficit;
The user terminal
If the sales stage information is any one of the third sales stage, the fourth sales stage, and the fifth sales stage, business opportunity name information, the customer company identification information, the person in charge identification information, the vendor identification information, and the product Type information, the sales amount information, the sales payment information, the sales payment date information, the sales tax invoice issuance information, the sales tax invoice issuance date information, the purchase amount information, the purchase payment information, the purchase payment It is checked whether the second information group consisting of the date information, whether the input tax invoice is issued or not, the input tax invoice issuance date information, the preferred negotiator selection date information, and the purchase order issuance date information is included in the business opportunity information. and, as a result of the confirmation, if the second information group is included in the business opportunity information, it is determined that the business opportunity information is not a deficit;
The management server
generating business opportunity status information representing the status of a plurality of business opportunities of the company using at least one of the business stage information, the sales amount information, and the preferred bidder selection date information included in the business opportunity information;
The management server
Among the sales amount information of the plurality of sales opportunity information added to the sales opportunity list, sales amount information generated during a preset first period is collected for each sales stage information to generate sales amount information for each sales stage, and Create the amount information as the first business opportunity status information,
The management server
Among the plurality of business opportunity information added to the business opportunity list, sales amount information of business opportunity information in which the date indicated by the preferred bidder selection date information arrives within a preset second period is collected by product type information to arrive sales by product type. Amount information is generated, and the forthcoming sales amount information for each product type is generated as second business opportunity status information;
The management server
Among the plurality of business opportunity information added to the business opportunity list, the sales stage information is the third sales stage, the fourth sales stage, and the fifth sales stage, and the sales amount information is generated during a preset third period generating sales amount information of sales opportunity information as first group sales amount information;
Among the plurality of business opportunity information added to the business opportunity list, the business stage information is the fourth business stage and the fifth business stage, and sales of business opportunity information generated during the third period in which the sales amount information is set in advance generating amount information as second group sales amount information;
Generating an amount ratio of the second group sales amount information to the first group sales amount information as group sales amount ratio information;
Checking index information indicated by the ratio section including the group sales amount ratio information, and generating the group sales amount ratio information and the indicator information as third business opportunity status information;
The management server
The ratio range is set to a first ratio range of 70% or less, a second ratio range of more than 70% and less than 90%, and a third ratio range of 90% or more, the first ratio range, the second ratio range, and the third ratio range. Set three colors representing each section, and check the color information of the ratio section including the group sales amount ratio information as indicator information,
The management server
Among the plurality of sales opportunity information added to the sales opportunity list, sales amount information of sales opportunity information included in a third period in which the point of change when the sales stage information is changed to the third sales stage is set in advance is collected for each product type information generating change sales amount information for each product type, and generating change sales amount information for each product type as fourth business opportunity status information;
The management server
Among the plurality of business opportunity information added to the business opportunity list, the registration time added to the business opportunity list and registered is changed. Sales amount information of business opportunity information included within a preset third period is collected by product type information and registered by product type. generating sales amount information, and generating the registered sales amount information for each product type as fifth business opportunity status information;
The management server
At least one of the business stage information included in the business opportunity information, whether or not the sales tax invoice is issued, the date of issuance of the sales tax invoice, the information on whether to pay for sales, the date of issuance of the purchase tax invoice, and the information on whether to pay for purchases Generating business opportunity deadline information indicating deadlines of a plurality of business opportunities of the company using
The management server
The sales stage information of any one of the plurality of sales opportunity information added to the sales opportunity list does not change from the fourth sales stage to the fifth sales stage, and from the date of registration in the business opportunity list. When the elapsed first elapsed period exceeds a preset fourth period, generating first business opportunity deadline information informing of the elapsed registration of the corresponding business opportunity information;
The management server
A second elapsed period elapsed from the date when the business stage information of any one business opportunity information among a plurality of business opportunity information added to the business opportunity list is changed to the fourth business stage exceeds a preset fifth period; If the sales tax invoice issuance information included in the corresponding business opportunity information indicates that the sales tax invoice has not been issued, second business opportunity deadline information notifying the non-issuance of the sales tax invoice is generated;
The management server
If the third period elapsed from the date on which information of any one business opportunity information was updated among the plurality of business opportunity information added to the business opportunity list exceeds the preset sixth period, the failure of the corresponding business opportunity information generate third opportunity deadline information announcing renewal;
The management server
A fourth period elapsed from the date indicated by the sales tax invoice issuance date information of any one business opportunity information among a plurality of business opportunity information added to the business opportunity list exceeds a preset seventh period, and the corresponding business opportunity If the sales payment information included in the information indicates that the sales payment is unpaid, fourth business opportunity deadline information is generated indicating that the unpaid state of the sales payment has elapsed;
The management server
A fifth period elapsed from the date indicated by the input tax invoice issuance date information of any one business opportunity information among a plurality of business opportunity information added to the business opportunity list exceeds a preset eighth period, and the corresponding business opportunity If the purchase payment information included in the information indicates that the purchase price is in an outstanding state, a fifth business opportunity deadline information indicating that the purchase price is in an outstanding state has elapsed is generated;
The user terminal
Receiving input of customer company information, which is information about the customer company, and transmitting the customer company information to the management server together with a registration request signal requesting registration of the customer company information;
The management server
Registering the customer information by adding the customer information received with the registration request signal to a customer list;
The above customer information
Includes at least one of customer identification information, customer division identification information, customer classification criteria information, and customer bank information;
The customer identification information
Information for identifying the customer,
The customer business division identification information
Information for identifying a business unit configured within the customer company;
The above customer classification criteria information is
Information indicating the type of company to which the customer company is classified,
The customer bank information is
Bank name information of the bank with which the customer company transacts;
The user terminal
Receives information on the person in charge of the customer company who performs the order-related work at the customer company, and transmits the person in charge information to the management server along with a registration request signal requesting registration of the person in charge information,
The management server
registering the contact information by adding the contact information received with the registration request signal to a contact list;
The above contact information
Customer company identification information of the customer company where the person in charge works, customer company division identification information of the business unit within the customer company where the person in charge works, customer company classification criteria information of the customer company where the person in charge works, person in charge identification information, person in charge position information, department identification Including one or more of information, key man information, propensity information, and contact information;
The identification information of the person in charge
Information for identifying the person in charge,
The above manager position information is
It is information indicating the position of the person in charge,
The department identification information is
Information for identifying a department belonging to the customer company and the business unit where the person in charge works,
The keyman information
Information indicating whether the person in charge is a key man in the department to which the person in charge belongs,
The propensity information
Information that classifies the propensity of the person in charge as one of positive, negative, neutral, and unconfirmed;
The above contact information is
Information indicating the contact information of the person in charge,
The user terminal
Receives inventory information, which is information about inventory held by the company, and transmits the inventory information to the management server along with a registration request signal requesting registration of the inventory information;
The management server
Registering the stock information by adding the stock information received with the registration request signal to an inventory list;
The stock information is
Inventory identification information, stock use information indicating the purpose for which the stock is used, stock type information indicating the product type of the stock, stock name information, stock parts details information indicating parts included in the stock, identifying the manufacturer of the stock Inventory manufacturer identification information for identifying a supplier of the inventory, inventory supplier identification information for identifying a supplier of the inventory, purchase price information of the inventory, introduction date information of the inventory, inventory manager for identifying an employee of the company in charge of the inventory Includes at least one of identification information, storage location information of the inventory, and serial information of the inventory;
The management server
As the introduction date of the inventory indicated by the introduction date information is older, a larger price is reduced from the purchase price indicated by the purchase price information to generate residual value information of the corresponding inventory;
The management server
generating inventory value amount information by summing up sales amount information of business opportunity information in which product type information included in the business opportunity information is the same as stock type information of the stock information;
The management server
When the inventory value amount information exceeds the reference amount, correcting by increasing the residual value information of the corresponding inventory;
The above standard amount is
It is the amount to which a preset ratio is applied to the total sales amount of the company for the last year,
The management server
Registering by matching the employee identification information and registration date information of the employee who requested registration of the customer company information with the customer company information,
An enterprise-wide management system that monitors the deadlines of sales opportunities. delete delete delete delete delete delete

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