KR20090054823A

KR20090054823A - Method and apparatus for proving electronic estimate

Info

Publication number: KR20090054823A
Application number: KR1020070121708A
Authority: KR
Inventors: 김용호
Original assignee: (주)웹시그마
Priority date: 2007-11-27
Filing date: 2007-11-27
Publication date: 2009-06-01

Abstract

A method for offering an electronic estimate and an apparatus thereof are provided to enable a user to prepare an estimate in real time by using a user terminal. An item database(272) stores item information about goods of a seller by associating it with member information. An estimate generator(250) receives basic information required for generating an estimate from a user terminal of the seller. According to the basic information, the estimate generator reads the item information and then generates the estimate by reading customer information within a customer database. According to the delivery method which is selected by the seller, an estimate sending unit(220,230) transmits the estimate to a facsimile or e-mail of the customer.

Description

Method and apparatus for providing an electronic quotation {Method and apparatus for proving electronic estimate}

The present invention relates to a method and apparatus for providing a quotation, and more particularly, to a method and apparatus for providing an electronic quotation online.

With the development of information and communication technology, all office work has recently been performed using computers. In particular, in general commerce, books and inventory management are generally performed by using a program such as Excel using a personal computer.

On the other hand, in the case of general commerce operators to sell a product or service, it is common to send a quotation to the buyer in advance about the cost details of the product or service.

However, the current general commerce quotations are prepared and sent to the other party, the user directly enters the product name, unit price, quantity, etc. in the pre-printed quote form or word processor form, the total quote amount using a calculator After calculating and filling in the quotation, it is printed out and sent by fax.

A somewhat simpler method is to save the quotations made in advance in a word file, and generate the quotations by modifying the historical data to fit the current quotation contents as necessary.

However, these conventional methods not only have a high possibility of making a calculation mistake in the process of making a quotation, but also have a problem that a quotation can not be made and sent outside of the office if there is no computer where existing data is stored. Existed.

The problem to be solved by the present invention is to provide a method and apparatus for providing a quotation, which can freely prepare and send a quotation in an environment that can be connected to the Internet anytime and anywhere, and can send the quotation through various communication media as well as fax. .

The electronic quotation providing apparatus of the present invention for achieving the above technical problem, the member DB for storing the member information of the seller; An item DB for storing item information about the item sold by the seller in association with the member information; An account DB for storing account information of the seller; Quote DB for storing the quotation created by the seller; A quotation generation unit which receives basic information necessary for generating a quotation from the user terminal of the seller, reads the item information from the item DB according to the basic information, and reads the customer information to issue the quote from the customer DB; And a quotation sending unit for sending the quotation by fax or e-mail according to a shipping method selected by the seller.

In addition, the above-mentioned quotation generation unit receives at least one of the margin rate and the discount rate for the item as the basic information, when the margin rate is input, calculates the estimate amount by applying the margin rate to the cost included in the item information, when the discount rate is entered In the following, the quotation may be generated by applying a discount rate to the selling price included in the item information to generate a quotation.

In addition, the above-mentioned quotation sending unit includes a fax sending unit for sending the quotation to the fax number included in the customer information, and an email sending unit for sending the quotation to the email address included in the customer information.

In addition, the above-described electronic quotation providing apparatus, the tax invoice issuing unit for generating a tax invoice in accordance with the contents of the quotation, and issuing the tax invoice to the customer to which the quotation is issued; And a tax invoice DB for storing the tax invoice.

On the other hand, the electronic quote providing method of the present invention for achieving the above-described technical problem, (a) the electronic quotation providing apparatus for receiving the seller's member information, customer information, and item information from the user terminal of the seller to store in the database ; (b) receiving, by the electronic quotation providing apparatus, basic information necessary for generating a quotation from a user terminal of a seller; (c) the electronic quotation providing apparatus reading the item information and the customer information according to the basic information to generate a quotation; And (d) the electronic quotation providing apparatus sending the quotation by fax or e-mail of the customer according to the delivery method selected by the seller.

In addition, step (b) described above receives at least one of a margin rate and a discount rate for the item as basic information, and step (c) described above applies a margin rate to the cost included in the item information when the margin rate is input. If the discount rate is input, the quotation may be generated by applying the discount rate to the selling price included in the item information to generate the quotation.

In addition, in the step (d) described above, the step of sending a quotation to the fax number included in the account information when the sending method is a fax, and the email address included in the account information when the sending method is an email sending. Sending the quote, and after the quote is sent by fax or e-mail, notifying the buyer by SMS of the fact that the quote has been sent.

In addition, the above-described method for providing an electronic quotation may further include generating a tax invoice according to the contents of the quotation and issuing the tax invoice to the client to which the quotation has been issued.

In addition, the electronic quotation providing method of the present invention can be read by a computer and recorded as executable program code.

The present invention stores the user's information, customer information and item information in advance in the electronic quotation providing device that can be accessed through the Internet in advance, and access the electronic quotation providing device using any user terminal anytime, anywhere It can be written in real time and sent to the buyer.

In addition, the present invention registers the cost and selling price of the item in advance, and automatically calculates the quote amount according to whether the user applies the margin rate or the discount rate, so that the user can directly calculate the calculator in a predetermined form such as a word according to the conventional method. Rather than calculating the quote amount, it is more effective to generate a quote and provide it to the buyer more accurately and quickly.

In addition, the present invention by converting and storing and sending the quotations made on the web page in various file formats, even if the corresponding program is not installed in the user terminal, the buyer can provide a quotation in the desired file format has the effect have.

Hereinafter, preferred embodiments of the present invention will be described with reference to the accompanying drawings.

1 is a diagram illustrating a configuration of an electronic quotation providing apparatus 200 of the present invention. Referring to FIG. 1, the electronic quotation providing apparatus 200 of the present invention is connected to the user terminals 100 of a seller and the user terminals 300 of a purchaser through a communication network. At this time, the communication network is a concept including both the Internet network, a wired telephone network (PSTN), and a mobile communication network.

First, the user terminal 100 of the seller accesses the electronic quotation providing apparatus 200 of the present invention through a communication network, generates an electronic quotation, and transmits the generated electronic quotation to the user terminal 300 of the buyer through the communication network. .

The purchaser's user terminal 300 receives the electronic quotation prepared by the seller from the electronic quotation providing apparatus 200 according to the present invention through a communication network and displays it to the user.

At this time, if the user terminal (100,300) of the seller and the buyer can be connected to the electronic quotation providing apparatus 200 of the present invention through a communication network is not limited in form. Accordingly, the user terminals 100 and 300 may be implemented as personal computers, PDAs, mobile phones, and the like.

2 is a block diagram showing the detailed configuration of an electronic quotation providing apparatus 200 according to a preferred embodiment of the present invention. Referring to FIG. 2, the electronic quotation providing apparatus 200 according to the present invention includes a communication unit 210, a fax sending unit 220, an email sending unit 230, an SMS sending unit 240, and a quotation generating unit 250. , A member DB 271, an item DB 272, a customer DB 273, a quote DB 274, a tax invoice DB 275, and an SMS DB 276.

The communication unit 210 performs a function as a web server, performs communication with user terminals 100 and 300 connected through the Internet network according to a predetermined communication protocol, and receives member information from the user terminals 100 and 300 to receive member DB. 271, receives account information, registers it with the customer DB 273, and receives item information and registers it with the item DB 272. In addition, the communication unit 210 performs a function of authenticating a member using the member information from the user terminals 100 and 300.

The fax sending unit 220 transmits the quotation generated by the quotation generating unit 250 to the user terminal 300 of the buyer through the public telephone network (PSTN), and the email sending unit 230 at the quotation generating unit 250. The generated quotation is transmitted to the buyer's email account through the Internet network, and the SMS sending unit 240 sends an SMS message indicating the fact that the quotation is sent to the buyer's mobile phone after the quotation is sent by fax or email.

The tax invoice issuing unit 260 indicates from the user terminal 100 of the seller, when the seller has received the quotation and indicates the intention to conclude the contract to the seller, and after the contract is concluded, the seller wants to issue the tax invoice to the buyer. When you receive a contract conclusion notice or receive an order for issuing a tax invoice, a tax invoice is generated according to the contents of the quotation (member information, account information, sales price (quotation amount and quotation total), etc.) stored in the quotation DB 274. Issue the tax invoice to the issued buyer.

The tax invoice issuing unit 260 inserts the buyer's account information and the seller's user's information included in the quotation into the tax invoice form as it is, and the information necessary for issuing the tax invoice is not included in the quotation, and the member DB 271 or read from the customer DB 273 to generate a tax invoice. Since the method of issuing an online tax invoice is the same as the conventional online tax invoice issuing method, a detailed description thereof will be omitted.

The member DB 271 stores member information such as the name, address, business registration number, representative telephone number, and fax number of an individual business or corporation registered as a member in order to use the quotation providing service of the present invention.

The item DB 272 interlocks with the member DB 271 and stores information about items sold by each member (company) stored in the member DB 271. The item information stored in the item DB 272 includes the name of the item, a description of the item, the specification of the item, the cost of the item, the selling price of the item, the stock quantity of the item, an image of the item, and the like.

The account DB 273 is linked with the member DB 271 and stores the account information of each member (company) stored in the member DB 271. The account information basically includes the same information as the member information stored in the member DB 271.

The quote DB 274 is interlocked with the member DB 271, and stores the quote data and the quote sending detail information sent to the purchaser by each member (company) stored in the member DB 271. In addition, the quotation DB 274 stores the quotation which the member using the service of the present invention receives from the seller who is another member using the service of the present invention from the buyer's point of view.

The tax invoice DB 275 is linked with the member DB 271 to store a tax invoice issued by each member (company) stored in the member DB 271 or a tax invoice received by the member.

The SMS DB 276 is interlocked with the member DB 271, and after each member (company) stored in the member DB 271 sends a quotation, and notifies the buyer by SMS, the SMS contents and SMS are sent. Stores information about date and time and recipient.

Meanwhile, the quotation generation unit 250 transmits a quotation writing web page to the user terminal 100 of the seller through the communication unit 210, and directly receives or inputs basic information necessary for generating the quotation from the user terminal 100 of the seller. Generates a quotation by receiving selection information about basic information stored in. Here, the basic information refers to the item information stored in the item DB 272 and the customer information stored in the customer DB 273 in conjunction with the member information of the seller stored in the member DB 271, and the discount rate and margin rate setting information to be applied when the quotation is generated. It includes.

If the user does not enter the margin rate information, the quotation generation unit 250 reads the selling price of the item stored in the item DB 272 to determine the selling price to be included in the quotation, and if the user enters the margin rate, the item DB Read the cost of the item from (272) and calculate the selling price of the item to be quoted in accordance with the applicable margin rate to determine the selling price to be quoted.

If the user inputs the discount rate information, the quotation generation unit 250 calculates an estimate of the sale price of each item according to the discount rate, and calculates the total quotation amount by generating the estimate amount by adding up the quotation amounts of each item included in the quotation.

In addition, the quotation generation unit 250 converts the quotation generated on the web page into a format selected by the user and stores it in the quotation DB 274.

3A to 3C are flowcharts illustrating a method for providing a quote according to a preferred embodiment of the present invention. Referring to Figure 3a to Figure 3c, the method of providing a quote of the present invention, first, in order to use the quote providing service of the present invention, the seller using the user's terminal 100 of the electronic quote providing apparatus 200 ), And performs member registration by inputting member information such as name, address, business registration number, representative phone number, and fax number of an individual business or corporation (S301), and the electronic quotation providing apparatus 200 receives the received information. The member information is registered in the member DB 271 (S302).

Thereafter, the user terminal 100 inputs the account information including the same items as the member information (S303), and the electronic quotation providing apparatus 200 associates the received account information with the member information of the seller in the customer DB 273. (S304).

In addition, the user terminal 100 inputs item information including a name of the item, a description of the item, a specification of the item, a cost of the item, a sale price of the item, an inventory quantity of the item, an image of the corresponding item, and the like (S305). The price quote providing apparatus 200 registers the received item information in the item DB 272 in association with the seller's member information (S306).

When the pre-registration operation is completed by performing the above steps S301 to S306, the seller can create an electronic quotation according to the process described below. However, it should be noted that steps S303 to S306 described above are frequently performed when a customer is added or information is changed, and when an item is added / deleted or item information is changed.

Meanwhile, in order to prepare an electronic quotation, the seller connects to the electronic quotation providing apparatus 200 through a communication network using his user terminal 100 and inputs login information such as his ID and password to log in ( S310).

The electronic quotation providing apparatus 200 inquires the received information to the member DB 271 to perform member authentication (S312), and when authenticated as a member, transmits a basic item selection menu to the user terminal 100 (S314). ). The default item selection menu includes the account selection item to submit the quotation, the item selection item, and the discount rate and margin rate selection items to be applied when generating the quotation.

The user terminal 100 displays the basic item selection menu to the user, receives the selection information on the basic items described above from the user, and transmits the received information to the electronic quotation providing apparatus 200 (S320), and the electronic quotation providing apparatus 200. ) Transmits a quotation making web page including the basic information selected from the selection information on the received basic items to the user terminal 100 (S322).

The user terminal 100 inputs basic information required for preparing an electronic quotation, such as a customer, an item, a quantity, a margin rate, a discount rate, and transmits the received web page to the electronic quotation providing apparatus 200 (S324).

On the other hand, in the above-described embodiment of the present invention, in step S314 to step S324 to first transmit a selection menu of the plurality of items included in the electronic quotation to the user terminal 100, the electronic that includes only the items selected by the user Although it has been described as creating an electronic quotation by transmitting the quotation writing page to the user terminal 100, when the user logs in, the user transmits a page including all items necessary for creating the electronic quotation to the user terminal 100 and the user himself. It should be noted that it may be configured to selectively enter items required by the user.

The electronic quotation providing apparatus 200 first reads detailed information about the trading partner from the trading partner DB 273 according to the trading partner information among the basic information input in step S324 (S330).

Thereafter, the electronic quotation providing apparatus 200 examines whether or not the user selects a margin rate (S340). If the user does not select a margin rate item, the electronic quotation providing apparatus 200 includes a selling price of the item selected by the user in the item DB 272. The item information except the cost is read (S342).

If the user selects a margin rate, the item DB 272 reads item information including the cost of the item selected by the user and excludes the selling price (S342), and calculates the selling price according to the margin rate (S346). For example, if the selling price read from the item DB 272 is 10,000 won and the user inputs 20% as a margin rate, the electronic quotation providing apparatus 200 calculates the selling price of the corresponding item as 12,000 won and performs a process described below. .

After the above-described steps S340 to S346 are performed, the electronic quotation providing apparatus 200 checks whether the user inputs a discount rate (S350), and in the case of inputting a discount rate at step S342 or S346. The discounted selling price is calculated by applying the discount rate input by the user with respect to the determined selling price of the item (S352).

Thereafter, the price quote providing apparatus 200 includes the customer information, the item information (item name, image of the item, description of the item, the selling price of the item, the discount rate of the item, the estimated amount of the item, etc., which are read by performing the above-described process. And, and generates an electronic quote containing the final sum of the estimated amount and transmits to the user terminal (100) (S360).

The user terminal 100 receives the final quotation and displays it to the user, allows the user to modify the contents of the final quotation (S370), and selects information on the method of sending the quotation from the user (fax, email, etc.) and the storage format. Receives the input and transmits to the electronic quotation providing device 200 with the quotation modified by the user (S372).

The electronic quotation providing apparatus 200 converts the final quotation according to the sending method and the storage format (S380). For example, when the user sets the storage format of the quotation sheet to the Microsoft Excel file format, the electronic quotation providing apparatus 200 converts the final quotation sheet to the Excel file format.

Thereafter, the user selects the sending method selected (S382). If the user selects the fax transmission method as the sending method, the quotation is converted into an image file and the like, and the quotation is sent to the fax number among the customer information read in step S330. (S384).

In addition, when the user selects to send an e-mail as a sending method, the quotation is converted into an image file or attached to an e-mail as a file format stored by the user and sent to the representative e-mail address among the customer information read in step S330 (S386). .

In addition, when both the seller who sends the quotation and the buyer who receives the quotation are subscribed to the service of the present invention, the quotation may be stored in the inbox assigned to the buyer according to the user's selection, and the buyer may view it at the time of login. There is (S388).

When the sending of the quotation is complete, the electronic quotation providing apparatus 200 stores the sent quotation in association with the user's member information in the quotation DB 274 (S390), and transmits an SMS message informing the buyer that the quotation is sent. The history information of the transmitted SMS message is stored in the SMS DB 276 (S391).

Then, when the buyer who received the quotation concludes the contract in accordance with the quotation, the user terminal 100 of the seller notifies that the contract is concluded with the electronic quotation providing apparatus 200 in order to issue the tax invoice to the buyer. Or transmit a tax invoice issue command (S392).

The electronic quotation providing apparatus 200 examines whether or not a contract conclusion notice has been received (S393), and when the contract conclusion notice is received, the contents of the quotation quote stored in the quotation DB 274 in association with the member information of the corresponding user as a tax invoice. (S394), the tax invoice is issued online to the buyer (S395), and the issued tax invoice is stored in association with the member information of the member who issued the tax invoice in the tax invoice DB (275) (S396).

4 is a diagram showing an example of creating an electronic quotation in accordance with the embodiment of the present invention described above. Referring to FIG. 4, when a user logs in to create an electronic quotation, as shown by reference numeral 401, member information of the user is displayed on the electronic quotation.

The user may directly input the account information as shown by reference numeral 402 on the electronic quotation making web page, or search and select a previously stored account DB 273 as shown by reference numeral 403.

Then, when the user selects the item to be entered in the quotation, as shown at 404, the item information is read from the item DB 272 and the description of the item as shown at 405 and reference 406. An image of the item as shown in is included in the quotation.

5 is a diagram illustrating an example of issuing a tax invoice according to a preferred embodiment of the present invention. Referring to FIG. 5, when the user notifies the electronic quotation providing apparatus 200 that the contract is concluded by clicking a tax invoice issue button on the list of buyers to whom the quotation is sent, the electronic quotation providing apparatus 200 is illustrated in FIG. As shown on the right side of 5, the content of the quotation is converted into a tax invoice and a tax invoice is issued.

The invention can also be embodied as computer readable code on a computer readable recording medium. The computer-readable recording medium includes all kinds of recording devices in which data that can be read by a computer device is stored. Examples of computer-readable recording media include ROM, RAM, CD-ROM, magnetic tape, floppy disk, optical data storage, and the like, which are also implemented in the form of a carrier wave (for example, transmission over the Internet). It also includes. The computer readable recording medium can also be distributed over network coupled computer devices so that the computer readable code is stored and executed in a distributed fashion.

So far I looked at the center of the preferred embodiment for the present invention. Those skilled in the art will appreciate that the present invention can be implemented in a modified form without departing from the essential features of the present invention. Therefore, the disclosed embodiments should be considered in descriptive sense only and not for purposes of limitation. The scope of the present invention is shown in the claims rather than the foregoing description, and all differences within the scope will be construed as being included in the present invention.

BRIEF DESCRIPTION OF THE DRAWINGS It is a figure which shows the structure of the electronic quote provision apparatus of this invention.

2 is a block diagram showing a detailed configuration of an electronic quotation providing apparatus according to a preferred embodiment of the present invention.

3A to 3C are flowcharts illustrating a method for providing a quote according to a preferred embodiment of the present invention.

4 is a diagram showing an example of creating an electronic quotation in accordance with the embodiment of the present invention described above.

5 is a diagram illustrating an example of issuing a tax invoice according to a preferred embodiment of the present invention.

Claims

Member DB for storing the member information of the seller;

An item DB for storing item information about an item sold by the seller in association with the member information;

A trading partner DB for storing trading partner information of the seller;

Quote DB for storing the quotation created by the seller;

Generate a quotation from the user terminal of the seller to receive the basic information necessary for generating a quotation, read the item information from the item DB according to the basic information, and read the customer information to issue a quote from the customer DB to generate a quotation part; And

And a quotation sending unit configured to send the quotation by fax or e-mail of the trading partner according to a shipping method selected by the seller.

According to claim 1, wherein the quotation generation unit

Receive at least one of a margin rate and a discount rate for the item as basic information,

When the margin rate is entered, the estimate is calculated by applying the margin rate to the costs included in the item information.

If the discount rate is input, the electronic quote providing apparatus characterized in that the quotation is calculated by applying the discount rate to the selling price included in the item information to calculate the estimate.

The method of claim 1, wherein the quotation sending unit

A fax sending unit for transmitting the quotation to the fax number included in the account information, and

And an email sending unit which transmits the quotation to an email address included in the account information.

The method of claim 1,

A tax invoice issuing unit for generating a tax invoice according to the contents of the quotation and issuing a tax invoice to a client to which the quotation is issued; And

Electronic quotation providing device further comprises a tax invoice DB for storing the tax invoice.

(a) receiving, by the electronic quotation providing apparatus, the member information of the seller, the customer information, and the item information from the user terminal of the seller and storing the information in a database;

(b) receiving, by the electronic quotation providing apparatus, basic information necessary for generating a quotation from the user terminal of the seller;

(c) the electronic quotation providing apparatus reading the item information and the customer information according to the basic information to generate a quotation; And

and (d) the electronic quotation providing apparatus sending the quotation by fax or e-mail of the customer according to the sending method selected by the seller.

The method of claim 5, wherein

Step (b) receives at least one of a margin rate and a discount rate for the item as basic information,

In the step (c), if the margin rate is input, the estimate amount is calculated by applying the margin rate to the cost included in the item information. If the discount rate is input, the estimate amount is calculated by applying the discount rate to the selling price included in the item information. Electronic quotation providing method characterized in that to generate a quotation.

The method of claim 5, wherein step (d)

Transmitting the quotation to the fax number included in the account information when the transmission method is a fax transmission;

Sending the quotation to the email address included in the account information when the sending method is email sending, and

And after the quote is sent by fax or e-mail, notifying the purchaser by SMS of the fact that the quote has been sent.

The method of claim 5, wherein

And generating a tax invoice according to the contents of the quotation, and issuing the tax invoice to the trading partner where the quotation has been issued.

A recording medium in which the electronic quotation providing method according to any one of claims 5 to 8 is readable by a computer and recorded in executable program code.