WO2023067788A1 - Market system and quotation request handling method - Google Patents

Market system and quotation request handling method Download PDF

Info

Publication number
WO2023067788A1
WO2023067788A1 PCT/JP2021/039047 JP2021039047W WO2023067788A1 WO 2023067788 A1 WO2023067788 A1 WO 2023067788A1 JP 2021039047 W JP2021039047 W JP 2021039047W WO 2023067788 A1 WO2023067788 A1 WO 2023067788A1
Authority
WO
WIPO (PCT)
Prior art keywords
request
quotation
estimate
attribute information
charge
Prior art date
Application number
PCT/JP2021/039047
Other languages
French (fr)
Japanese (ja)
Inventor
明洋 東田
崇 井上
光朗 倉田
Original Assignee
株式会社Fuji
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by 株式会社Fuji filed Critical 株式会社Fuji
Priority to PCT/JP2021/039047 priority Critical patent/WO2023067788A1/en
Publication of WO2023067788A1 publication Critical patent/WO2023067788A1/en

Links

Images

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/06Buying, selling or leasing transactions

Definitions

  • This specification discloses a market system and a method for responding to requests for quotation.
  • the quotation may be created in consideration of the company or place of work of the person wishing to purchase.
  • the quotation is created in consideration of the characteristics and types of the purchased item, the information of the company where the customer works is not taken into consideration. Therefore, it may be difficult to create an appropriate estimate because the necessary information cannot be referred to.
  • the main purpose of this disclosure is to facilitate more appropriate preparation of quotations for purchasers.
  • the market system of the present disclosure provides: A market system capable of responding to requests for quotations for products exhibited online, a request receiving unit that receives a request for quotation of the product from a purchaser of the product; an information acquisition unit that acquires various types of information including the attribute information of the purchaser; a response processing unit that performs response processing using the attribute information so as to notify the person in charge of the sales company of the product of the request for quotation and create a quotation while referring to the attribute information; an answer notification unit for answering the purchase applicant with the result of the quotation prepared by the person in charge;
  • the gist is to provide
  • the market system of the present disclosure notifies the person in charge of the sales company of the product of the request for quotation, performs a response process using the attribute information so that the quotation is created while referring to the attribute information of the purchaser, To notify the purchase applicant of the created quotation result. Therefore, it is possible to have the person in charge of the sales company prepare an estimate more appropriately according to the attribute information of the prospective purchaser.
  • FIG. 1 is a configuration diagram showing an outline of the configuration of an equipment introduction support system 10;
  • FIG. FIG. 2 is an explanatory diagram showing an outline of the functions of the equipment introduction support system 10;
  • FIG. 4 is an explanatory diagram showing an example of attribute information of a person in charge of quotation of a vendor; Explanatory drawing which shows an example of a customer's attribute information.
  • 6 is a flowchart showing an example of estimation-related processing;
  • FIG. 6 is an explanatory diagram showing an example of a product introduction screen 60;
  • FIG. 8 is an explanatory diagram showing an example of an estimate correspondence screen 80;
  • 6 is a flowchart showing an example of re-quote request processing; The flowchart which shows the new estimate request process of a modification.
  • FIG. 1 is a configuration diagram showing an outline of the configuration of the equipment introduction support system 10
  • FIG. 2 is an explanatory diagram showing an outline of the functions of the equipment introduction support system 10.
  • the equipment introduction support system 10 is a management server 20 that manages the entire system so as to support customers when introducing modules or work systems WS that combine modules from vendors that provide modules such as various equipment and devices.
  • a management server 20 is connected to vendor terminals 40 and customer terminals 50 via a network 12 . Although one vendor terminal 40 and one customer terminal 50 are shown in FIG. 1, a plurality of terminals are actually connected.
  • the management server 20 includes a control unit 21, a simulation unit 22, a storage unit 25, and a communication unit 27.
  • the control unit 21 has a CPU, a ROM, a RAM, and the like, and manages a marketplace MP in which a customer selects and purchases various modules online, requests for quotation from a customer to a vendor, and manages the results of the quotation. control the entire server.
  • the simulation unit 22 performs a simulation using a model MD (digital twin) such as a work system WS that combines various modules.
  • the work system WS can be configured to perform a predetermined work by a robot having a vertically articulated robot arm, for example.
  • An example of the predetermined work is picking work such as mechanical parts or electronic parts.
  • the work system WS includes, for example, an end effector attached to the tip link of the robot arm, lighting such as a camera and a ring light for capturing images, a tray on which the work is placed, a conveyor for transporting the substrate, and the work to be supplied. Equipped with modules such as feeders.
  • a customer can select one or more modules from the marketplace MP and make a quote request or a purchase request.
  • the work system WS may include a plurality of modules and may not include a robot.
  • the storage unit 25 is composed of an HDD or the like, and stores various application programs, various databases (DB), and the like.
  • the storage unit 25 stores a module DB (database) 30 , an item DB 33 , a vendor DB 35 and a customer DB 37 .
  • a module DB 30 a plurality of module data for each module type, moving images, images, specification information, etc. of each module are registered.
  • Each piece of information in the module DB 30 can be registered by the vendor from the registration screen of the vendor terminal 40.
  • DB 33 information related to communication between customers and vendors, specification information of quotation targets, quotations, videos, images, etc. are registered for each case for which an estimate is requested for a product such as each module.
  • the vendor DB 35 stores various information such as the name of the vendor that has been authenticated and registered, the vendor ID unique to each vendor, the amount of capital, the number of employees, the business field, the type of module provided by the vendor, and the attribute information of the person in charge of quotation. registered for each. This information is registered when the vendor is authenticated, and the attribute information of the person in charge of estimation can be additionally registered or corrected as appropriate.
  • FIG. 3 is an explanatory diagram showing an example of the attribute information of the person in charge of quotation of the vendor.
  • FIG. 3 shows attribute information of a plurality of persons in charge of quotations at a vendor.
  • the name and place of work of each person in charge, contact information such as telephone number and e-mail address, setting information of notification destination of new estimate, etc. are registered as attribute information. At least one person in charge may be set as the notification destination of the new estimate, and a plurality of persons in charge may be set.
  • This attribute information is included in the vendor DB 35, for example, but may be registered separately from the vendor DB 35.
  • customer information such as the name of a customer who has been authenticated and registered, a customer ID unique to each customer, the customer's purchase history, and attribute information is registered for each customer. These pieces of information are registered when the customer is authenticated, and the purchase history and attribute information can be additionally registered or corrected as appropriate.
  • FIG. 4 is an explanatory diagram showing an example of customer attribute information. As illustrated, the customer's name, company name, place of work, contact information such as telephone number and e-mail address, etc. are registered as attribute information. This attribute information is included in the customer DB 37, for example, but may be registered separately from the customer DB 37.
  • the communication unit 27 is connected to the network 12, etc., and communicates with the vendor terminal 40, the customer terminal 50, and the like.
  • Various instructions from the administrator are input to the management server 20 from an input unit 28 such as a keyboard and a mouse.
  • the management server 20 displays various information on the display unit 29 such as a display.
  • the management server 20 is not limited to having the simulation unit 22 and the storage unit 25 (various DBs). It may be configured as a device separate from the management server 20 .
  • the vendor terminal 40 is connected to a control unit 41 having a CPU, ROM, RAM, etc., a storage unit 43 such as an HDD for storing various application programs and various data, and a management server 20 connected to the network 12, etc. for communication. and a communication unit 46 .
  • the vendor terminal 40 receives various instructions from the vendor through an input unit 48 such as a keyboard and a mouse.
  • the vendor terminal 40 displays a registration screen or the like for registering information about the modules and the work system WS in the marketplace MP on the display unit 49 such as a display.
  • the customer terminal 50 includes a control unit 51, a storage unit 53, and a communication unit 56, similar to the vendor terminal 40.
  • the customer terminal 50 receives various instructions from the customer through an input unit 58 such as a keyboard and a mouse. Further, the customer terminal 50 displays each screen of the marketplace MP on the display unit 59 such as a display.
  • FIG. 5 is a flowchart showing an example of estimation-related processing. This processing is executed by the control unit 21 of the management server 20 and the control unit 51 of the customer terminal 50 while the product introduction screen 60 (see FIGS. 2 and 6) is displayed on the display unit 59 of the customer terminal 50. be.
  • a prospective purchaser (customer) who wishes to purchase a product can request a quote from a vendor who sells the product via a quote request button 65 on the product introduction screen 60. be.
  • the product introduction screen 60 of FIG. 6 is provided with a product image display column 61, a specification information display column 63, and a plurality of button images.
  • a product image display field 61 images of products such as modules such as robots and work systems WS are displayed, and a reproduction button 62 is displayed as a button image for reproducing simulation images and moving images of the product.
  • the specification information display column 63 displays the specification information of the product. For example, if the product is a module such as a robot, information such as the robot model, arm length, external size, payload, and total weight is displayed.
  • an estimate request button 65 for requesting an estimate an estimate withdrawal button 66 for withdrawing an estimate, an estimate confirmation button 67 for confirming an estimate, and a re-estimate request are displayed. and a re-estimate request button 68 for performing. Note that the estimate withdrawal button 66, the estimate confirmation button 67, and the re-estimate request button 68 may be displayed inoperable when no estimate request has been made or the estimate result has not been received.
  • the control unit 21 first determines whether or not the estimate request button 65 has been operated (S100), and when determining that the estimate request button 65 has been operated, executes a new estimate request process. (S110). If the control unit 21 determines that the estimate request button 65 has not been operated, it skips S110. Next, the control unit 21 determines whether or not the estimate withdrawal button 66 has been operated (S120), and if it determines that the estimate withdrawal button 66 has been operated, causes the display unit 59 to display a selection screen for an estimate item. After the customer selects and confirms the object to be withdrawn, the person in charge of the vendor is notified of the quotation cancellation request (S130).
  • the control unit 21 determines that the estimate withdrawal button 66 has not been operated, it skips S130.
  • the control unit 21 determines whether or not the estimate confirmation button 67 has been operated (S140), and when determining that the estimate confirmation button 67 has been operated, causes the display unit 59 to display the estimate result prepared by the vendor. (S150) to have the customer confirm the estimate result. If the control unit 21 determines that the estimate confirmation button 67 has not been operated, it skips S150. Then, the control unit 21 determines whether or not the re-estimate request button 68 has been operated (S160). End related processing. If the control unit 21 determines that the re-estimation request button 68 has not been operated, it skips S170 and terminates the estimation-related processing. It should be noted that the control unit 21 also ends the estimation-related processing when an end button (not shown) is operated on the product introduction screen 60 . The new quotation request processing of S110 will be described below.
  • FIG. 7 is a flowchart showing an example of new quotation request processing.
  • the control unit 21 first causes the display unit 59 of the customer terminal 50 to display the new estimate request screen 70 shown in FIG. 8 (S200).
  • the new estimate request screen 70 in FIG. 8 is provided with an estimate target display field 71, an attribute information display field 72, and a plurality of button images.
  • the estimation object display field 71 the image and model of the product to be estimated are displayed.
  • the same specification information as the specification information display column 63 may be displayed in the estimation target display column 71 .
  • the attribute information display column 72 displays the attribute information of the prospective purchaser (estimate requester) who is the customer who makes the new estimate.
  • a quotation request execution button 73 for executing a quotation request and notifying the vendor
  • a file attachment button 74 for attaching an image file, etc.
  • a request or other comment input button as a plurality of button images, a quotation request execution button 73 for executing a quotation request and notifying the vendor, a file attachment button 74 for attaching an image file, etc., and a request or other comment input button.
  • a comment input button 75 and an attribute information correction button 76 for correcting attribute information are displayed.
  • the control unit 21 determines whether or not an operation using a button other than the estimate request execution button 73, that is, an operation other than the execution of the estimate request has been performed (S210). If the control unit 21 determines that an operation other than execution has been performed, it executes a process corresponding to the operation (S220), and if it determines that an operation other than execution has not been performed, it skips S220. For example, when the control unit 21 determines that the file attachment button 74 has been operated, it displays a dialog screen for file selection and accepts selection of a file to be attached.
  • the control unit 21 displays a dialog screen for comment input to accept input of a comment. By inputting a comment and transmitting a request for quotation in this way, it is possible to notify various requests in the preparation of the quotation. Furthermore, when determining that the attribute information correction button 76 has been operated, the control unit 21 switches each item in the attribute information display column 72 to a modifiable display, and accepts correction of the attribute information. Modifications received in the attribute information display field 72 are also reflected in the attribute information of the customer DB 37 . When the control unit 21 determines that the return button 77 or the end button 78 has been operated, it ends the new estimate request process and displays the product introduction screen 60 or the top screen.
  • the control unit 21 determines whether or not a request for quotation execution operation has been performed using the request for quotation execution button 73 (S230), and returns to S210 if it is determined that the execution operation has not been performed.
  • the control section 21 creates a quotation request including the purchaser's attribute information and various necessary items, and stores it in the case DB 33 of the storage section 25 (S240).
  • the necessary items include the model number and quantity of the target product, as well as attached files and comments.
  • the type and number of target products may be modified by displaying a dialog screen showing the target products when an execution operation is performed.
  • the control unit 21 acquires a management number for the estimate request, associates the management number with the estimate request, and stores them in the case DB 33 .
  • the control unit 21 refers to the vendor DB 35 and confirms the setting of the notification destination from the attribute information of the person in charge of the vendor to whom the quotation is requested (S250).
  • the notification destination setting is information as to whether or not the notification destination of the new estimate request is set.
  • the control unit 21 notifies all persons in charge set as notification destinations of the estimate request (S260), and ends the new estimate request process.
  • the process of S260 is performed by acquiring the e-mail addresses of all persons in charge set as notification destinations from the attribute information and transmitting a notification of the request for quotation to each e-mail address.
  • the products displayed on the product introduction screen 60 may be registered by vendors such as product manufacturers, trading companies, and sales agents.
  • the estimate request button 65 when the estimate request button 65 is operated, the estimate is requested to the person in charge of the vendor who registered the product on the product introduction screen 60 . However, if a plurality of vendors are registering and handling the same product, when the quotation request button 65 is operated, each person in charge of the plurality of vendors may be notified of the quotation request.
  • FIG. 9 is a flow chart showing an example of the quotation handling process, which is executed when the person in charge handles the quotation using the vendor terminal 40 .
  • the control section 21 first causes the display section 49 of the vendor terminal 40 to display the quotation handling screen 80 shown in FIG. 10 (S300).
  • the estimate response screen 80 of FIG. 10 is provided with an estimate target display field 81, an attribute information display field 83, and a plurality of button images.
  • the estimation object display field 81 the image and model of the product to be estimated are displayed.
  • a detailed confirmation button 82 is displayed in the estimation target display field 81 .
  • an attached file, a comment, etc. associated with the estimate request are displayed.
  • the details confirmation button 82 may be displayed inoperable.
  • the attribute information display column 83 displays the attribute information of the prospective purchaser who made the request for quotation, in the same way as the attribute information on the new quotation request screen 70 .
  • the person in charge can create an estimate while referring to the company name, place of work, etc. from the attribute information of the purchaser. For example, the person in charge can set the estimated amount according to the company of the purchaser, or change the specifications to suit the work location (delivery destination) and create an estimate.
  • the person in charge who has created quotations for the company in the past will respond to the quotation, or the person in charge who is close to the person who wishes to purchase will respond to the quotation. can be
  • an estimate creation button 84 for creating an estimate
  • a received/lost order registration button 85 for registering orders and lost orders
  • a request for re-estimation for re-estimation
  • a re-estimate creation button 86 for re-creating an estimate for is displayed.
  • an end button 87 for ending the estimate handling process.
  • the control unit 21 determines whether or not a button operation other than the estimate creation button 84 and the re-estimate creation button 86, that is, an operation other than the estimate (re-estimation) creation has been performed (S305). . If the control unit 21 determines that an operation other than the preparation of an estimate has been performed, it executes processing according to the operation (S310), and if it determines that an operation other than the preparation of an estimate has not been performed, it skips S310.
  • control unit 21 determines that the received/lost order registration button 85 has been operated, it displays a dialog screen for selecting whether to register an received order or lost order.
  • the control unit 21 displays an order registration screen and executes processing for receiving registration of the order.
  • the control unit 21 displays a lost order registration screen and executes a process of accepting a lost order item from among the items requested for quotation.
  • the control unit 21 ends the estimation handling process and displays the top screen or the like.
  • order registration is performed, for example, when a request for quotation or a request for ordering is received from a prospective purchaser.
  • lost orders are registered when there is a notice of cancellation of the quotation from the purchaser, when the purchase order is canceled verbally after ordering, when the quotation expiration date set by the person in charge has passed, etc. is performed on Order registration and lost order registration are not limited to manual input by the person in charge, and may be automatically performed based on each notification such as a request for quotation, withdrawal of quotation, and order request.
  • the control unit 21 determines whether or not an estimate creation operation has been performed using the estimate creation button 84 (S315), and whether or not a re-estimate creation operation has been performed using the re-estimate creation button 86 (S320). If it is determined that no operation has been performed, the process returns to S305. On the other hand, when determining that an estimate creation operation has been performed, the control unit 21 displays the estimate creation screen on the display unit 49 to accept the estimate creation by the person in charge (S325), and waits for determination that the creation has been completed (S330). ).
  • the quotation creation screen displays the name of the customer to whom the quotation results are answered (the name of the person who wishes to purchase), the name of the target product, the unit price, the quantity, the amount, the total amount, etc. using text boxes. displayed for input. It should be noted that a file showing details such as drawings and specifications may be attached when creating an estimate.
  • the estimate creation screen is provided with a suspend button for temporarily suspending creation, a return button for returning to the estimate response screen 80, a completion button for notifying the result of completed estimate creation, and the like.
  • the control unit 21 determines that the estimate creation has been completed in S330, and stores the attribute information of the person in charge and the estimate result in the case DB 33 of the storage unit 25 (S335). ). Note that the control unit 21 associates the management number of the estimate request with the attribute information of the person in charge and the result of the estimate, and stores them in the case DB 33 . Therefore, by referring to the case DB 33, it is possible to identify the attribute information of the person in charge who created the estimate. Then, the control unit 21 notifies the prospective purchaser of the estimation result (S340), and terminates the estimation handling process. The process of S340 is performed by acquiring the e-mail address of the purchaser from the attribute information and transmitting the notification of the estimation result to that e-mail address.
  • the control unit 21 displays a re-estimation creation screen on the display unit 49 to accept re-estimation creation by the person in charge (S345), and determines that the creation has been completed. (S350).
  • the re-estimate creation screen displays each item of the previous estimate so that it can be modified or added, and has the same interruption button, return button, and finish button as the estimate creation screen. .
  • the control unit 21 determines that the re-estimation creation has been completed in S350, and stores the attribute information of the person in charge and the re-estimation result in the case DB 33 of the storage unit 25. (S355).
  • the control unit 21 associates the management number of the quotation request with the attribute information of the person in charge and the re-estimation result, and stores them in the case DB 33 . Therefore, by referring to the case DB 33, it is possible to identify the attribute information of the person in charge who has re-estimated. Then, the control unit 21 notifies the prospective purchaser of the re-estimation result (S360), and terminates the estimation handling process.
  • the processing of S360 is performed by acquiring the e-mail address of the purchaser from the attribute information and transmitting the notification of the re-estimation result to that e-mail address.
  • FIG. 11 is a flow chart showing an example of requote request processing.
  • the control unit 21 first displays a re-estimate request screen on the display unit 59 of the customer terminal 50 (S400). Although illustration is omitted, on the re-estimate request screen, it is possible to request negotiation of the estimated amount, modify the specifications of each item, change the quantity, enter comments, etc., and a re-estimate request execution button is also displayed. .
  • the control unit 21 determines whether or not an operation other than the execution button of the re-estimate request has been performed (S410). The corresponding process is executed (S420). If the control unit 21 determines that an operation other than execution has not been performed, it skips S420.
  • control unit 21 determines whether or not a requote request execution operation has been performed (S430), and if it determines that the execution operation has not been performed, the process returns to S410.
  • control unit 21 stores the requote request including various corrections, changes, and comment input results in the case DB 33 of the storage unit 25 (S440). Note that the control unit 21 associates the management number of the quotation request with the content of the re-estimation request and the history number of the re-estimation and stores them in the case DB 33 .
  • the control unit 21 notifies all persons in charge of preparing the quotation for the matter of the re-estimation request (S450), and terminates the re-estimation request processing.
  • the person in charge who has received the notification of the re-estimate request can create a re-estimate through the above-described estimate handling process.
  • the process of S450 acquires from the attribute information the email addresses of all persons in charge of creating estimates (including re-estimating) for the matter at least once, and sends notification of re-estimating. It is done by For this reason, the re-estimation request is not notified to the person in charge who does not understand the circumstances, so that the re-estimation can be handled smoothly.
  • the case DB 33 it is possible to identify the person in charge who created the estimate (recreated the estimate).
  • the control unit 21 of the management server 20 and the control unit 51 of the customer terminal 50 that execute S110 of the quotation-related processing (S230 of the new quotation request processing) of this embodiment correspond to the request receiving unit, and S240 of the new quotation request processing.
  • S250 corresponds to an information acquisition unit
  • the control unit 21 that executes display of attribute information in S260 of new quotation request processing and S300 of quotation response processing corresponds to the control unit 41 of the vendor terminal 40.
  • the control unit 21 corresponds to the processing unit, and the control unit 21 that executes S340 and S360 of the estimation processing corresponds to the result reply unit.
  • an example of a method for responding to an estimate request is clarified by explaining the operation of the equipment introduction support system 10.
  • the equipment introduction support system 10 notifies the person in charge of the vendor of the request for quotation, and makes the quotation preparation while referring to the attribute information of the purchaser. It is possible to make the estimate preparation according to the situation more appropriate. For this reason, it is possible to provide vendors and customers with a place where they can easily and appropriately make requests for quotations and reply to quotations, as well as a place for price negotiations by re-requesting quotations. Vendors can also increase sales channels using the marketplace MP. In addition, since the customer can request quotations from a plurality of trading companies, distributors, manufacturers, etc., and obtain quotation results, the customer can easily compare the quotation prices of the products and consider the purchaser.
  • the attribute information of the person in charge of the vendor includes whether or not the notification destination of the new quotation request is set. notify the person. For this reason, it is possible to appropriately distribute the notification of the request for quotation so that the person in charge can promptly prepare the quotation.
  • the estimate request button 65 is displayed on the product introduction screen 60, but it is not limited to this, and the estimate request button may be displayed on a screen other than the product introduction screen 60.
  • the attribute information of the purchaser is displayed on the new estimate request screen 70, the attribute information is not limited to this, and the attribute information may not be displayed.
  • a requote request may be notified by performing the same processing as that for notifying a new request for quotation.
  • FIG. 12 is a flow chart showing the new quotation request processing of the modified example.
  • the same step numbers are assigned to the same processes as in the embodiment, and description thereof is omitted.
  • the control unit 21 selects a person in charge of the work location according to the work location of the purchaser (S250a), and sends a request for quotation to the selected person in charge. Notify (S260a) and terminate the new estimate request process.
  • the attribute information in FIGS. 3 and 4 exemplifies work locations A to C and a to c.
  • work location A is closest to work location a
  • work location B is closest to work location b
  • work location C is closest to work location c.
  • No. in FIG. In the case of purchase applicant No. 1, the person in charge at work location A corresponding to work location a, that is, No. 1 in FIG. 2 persons are selected.
  • the person in charge whose place of work corresponds to the place of work of the person who wants to purchase the product can make an estimate. For this reason, face-to-face meetings and delivery between the person in charge and the person who wishes to purchase can be facilitated, and the quotation can be prepared appropriately.
  • the person in charge was selected according to the place of work when the setting of the notification destination of the new quotation request was not included in the attribute information, but it is not limited to this. If the attribute information includes the setting of the notification destination of the new quotation request, select the person in charge according to the work location of the person who wishes to purchase from among the multiple persons in charge set in the notification destination, A request for quotation may be sent.
  • the attribute information of the purchaser and the person in charge is referenced to notify of a new quotation request, but this is not the only option. For example, all registered persons in charge may be notified of a new quotation request without referring to attribute information. Even in such a case, if the attribute information of the prospective purchaser is displayed on the quotation support screen 80, the person in charge of the vendor can prepare an estimate according to the attribute information of the prospective purchaser.
  • the system administrator may charge the vendor a fee corresponding to the amount of the contract.
  • the system administrator may charge the vendor a commission according to the estimated amount of money for the order registered, even before the contract is concluded.
  • the market system of the present disclosure may be configured as follows.
  • the information acquisition unit acquires attribute information including whether or not the notification destination of the quotation request is set for the plurality of persons in charge of the sales company, and the correspondence processing unit obtains the correspondence
  • the request for quotation may be notified to one or more persons in charge set as the notification destination.
  • the notification of the request for quotation can be appropriately distributed and the quotation can be created promptly.
  • the information acquisition unit acquires information on the work location of the purchase applicant as the attribute information of the purchase applicant, and obtains information on the work locations of the plurality of persons in charge of the sales company.
  • the attribute information included therein may be acquired, and as the handling process, the correspondence processing unit may select the person in charge whose work location corresponds to the work location of the purchase applicant and notify the quotation request. In this way, face-to-face meetings and delivery between the person in charge and the purchaser can be facilitated, and the quotation can be prepared appropriately.
  • the request receiving unit can receive a re-estimation request from the prospective purchaser for the result of the quotation, and the response processing unit performs the re-estimation request from the prospective purchaser as the response process.
  • the request for quotation may be communicated to one or more of the persons who previously generated quotations for the prospective purchaser. In this way, it is possible to have the person in charge who understands the process of preparing the quotation appropriately handle the re-estimation.
  • the quotation request response method of this disclosure is A request for quotation response method for responding to a request for quotation for a product exhibited online, comprising: (a) receiving a request for quotation of the product from a purchaser of the product; (b) acquiring various information including attribute information of the purchaser; (c) a step of performing a corresponding process using the attribute information so as to notify the person in charge of the sales company of the product of the request for quotation and create an estimate while referring to the attribute information; (d) a step of replying to the prospective purchaser with the result of the quotation prepared by the person in charge;
  • the gist is to include
  • the quotation request response method of the present disclosure allows the person in charge at the sales company to more appropriately prepare quotations according to the attribute information of the purchaser.
  • this estimate request handling method various aspects of the market system may be employed, and steps may be added to realize each function of the market system.
  • This disclosure can be used in the technical field of the online market.

Landscapes

  • Business, Economics & Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Development Economics (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Engineering & Computer Science (AREA)
  • Theoretical Computer Science (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

This market system can handle quotation requests for a product exhibited online, and comprises: a request reception unit that receives a product quotation request from a person desiring to purchase the product; an information acquisition unit that acquires various information including attribute information of the person desiring to purchase; a response processing unit that notifies a manager in a sales company for the product of the quotation request and performs response processing using the attribute information such that a quotation is created while referencing the attribute information; and a result answer unit that answers the person desiring to purchase with the quotation result created by the manager.

Description

マーケットシステムおよび見積依頼対応方法Market system and how to respond to requests for quotation
 本明細書は、マーケットシステムおよび見積依頼対応方法を開示する。 This specification discloses a market system and a method for responding to requests for quotation.
 従来、購入希望者から見積要請を受け付け、その見積要請に対応した見積書を作成して購入希望者に提供したり、その見積書に対する購入申込みを受け付けたりするシステムが提案されている(例えば、特許文献1参照)。このシステムでは、購入品の特性や種類などを選択させるための選択項目が予め登録されており、それらの選択項目を画面に表示して購入希望者に選択させることで、見積要請を受け付けている。 Conventionally, there has been proposed a system for receiving a request for quotation from a prospective purchaser, creating a quotation corresponding to the request for quotation and providing it to the prospective purchaser, or accepting a purchase application for the quotation (for example, See Patent Document 1). In this system, selection items for selecting the characteristics and types of products to be purchased are registered in advance, and these selection items are displayed on the screen for the prospective purchaser to make a selection, thereby accepting a request for quotation. .
特開2009-282981号公報JP 2009-282981 A
 ここで、例えば購入希望者の勤務先の企業や勤務地などを考慮して見積作成が行われることがある。しかしながら、上述したシステムでは、購入品の特性や種類などを考慮して見積作成を行うものの、勤務先の企業の情報などは考慮していない。このため、必要な情報を参照することができず、適切な見積作成が困難となる場合がある。 Here, for example, the quotation may be created in consideration of the company or place of work of the person wishing to purchase. However, in the above-described system, although the quotation is created in consideration of the characteristics and types of the purchased item, the information of the company where the customer works is not taken into consideration. Therefore, it may be difficult to create an appropriate estimate because the necessary information cannot be referred to.
 本開示は、購入希望者に応じた見積作成をより適切に行わせることを主目的とする。 The main purpose of this disclosure is to facilitate more appropriate preparation of quotations for purchasers.
 本開示は、上述の主目的を達成するために以下の手段を採った。 This disclosure has taken the following means to achieve the above-mentioned main objectives.
 本開示のマーケットシステムは、
 オンライン上に出品された製品の見積依頼に対応可能なマーケットシステムであって、
 製品の購入希望者から該製品の見積依頼を受け付ける依頼受付部と、
 前記購入希望者の属性情報を含む各種情報を取得する情報取得部と、
 前記見積依頼を前記製品の販売社の担当者に通知して前記属性情報を参照しながら見積作成を行わせるように、前記属性情報を用いた対応処理を行う対応処理部と、
 前記担当者により作成された見積結果を前記購入希望者に回答する回答通知部と、
 を備えることを要旨とする。
The market system of the present disclosure provides:
A market system capable of responding to requests for quotations for products exhibited online,
a request receiving unit that receives a request for quotation of the product from a purchaser of the product;
an information acquisition unit that acquires various types of information including the attribute information of the purchaser;
a response processing unit that performs response processing using the attribute information so as to notify the person in charge of the sales company of the product of the request for quotation and create a quotation while referring to the attribute information;
an answer notification unit for answering the purchase applicant with the result of the quotation prepared by the person in charge;
The gist is to provide
 本開示のマーケットシステムでは、見積依頼を製品の販売社の担当者に通知して、購入希望者の属性情報を参照しながら見積作成を行わせるように、属性情報を用いた対応処理を行い、作成された見積結果を購入希望者に通知する。このため、販売社の担当者に、購入希望者の属性情報に応じた見積作成をより適切に行わせることができる。 The market system of the present disclosure notifies the person in charge of the sales company of the product of the request for quotation, performs a response process using the attribute information so that the quotation is created while referring to the attribute information of the purchaser, To notify the purchase applicant of the created quotation result. Therefore, it is possible to have the person in charge of the sales company prepare an estimate more appropriately according to the attribute information of the prospective purchaser.
設備導入支援システム10の構成の概略を示す構成図。1 is a configuration diagram showing an outline of the configuration of an equipment introduction support system 10; FIG. 設備導入支援システム10の機能の概略を示す説明図。FIG. 2 is an explanatory diagram showing an outline of the functions of the equipment introduction support system 10; ベンダの見積担当者の属性情報の一例を示す説明図。FIG. 4 is an explanatory diagram showing an example of attribute information of a person in charge of quotation of a vendor; カスタマの属性情報の一例を示す説明図。Explanatory drawing which shows an example of a customer's attribute information. 見積関連処理の一例を示すフローチャート。6 is a flowchart showing an example of estimation-related processing; 製品紹介画面60の一例を示す説明図。FIG. 6 is an explanatory diagram showing an example of a product introduction screen 60; 新規見積依頼処理の一例を示すフローチャート。A flow chart showing an example of new quotation request processing. 新規見積依頼画面70の一例を示す説明図。FIG. 7 is an explanatory diagram showing an example of a new estimate request screen 70; 見積対応処理の一例を示すフローチャート。4 is a flowchart showing an example of a process for dealing with quotations; 見積対応画面80の一例を示す説明図。FIG. 8 is an explanatory diagram showing an example of an estimate correspondence screen 80; 再見積依頼処理の一例を示すフローチャート。6 is a flowchart showing an example of re-quote request processing; 変形例の新規見積依頼処理を示すフローチャート。The flowchart which shows the new estimate request process of a modification.
 次に、本開示を実施するための形態を図面を参照しながら説明する。図1は設備導入支援システム10の構成の概略を示す構成図であり、図2は設備導入支援システム10の機能の概略を示す説明図である。設備導入支援システム10は、各種の設備や機器などのモジュールを提供するベンダから、モジュールやモジュールを組み合わせた作業システムWSをカスタマが導入する際の支援を行うようにシステム全体を管理する管理サーバ20を備える。この設備導入支援システム10では、管理サーバ20がネットワーク12を介して、ベンダ端末40やカスタマ端末50に接続されている。なお、図1では、ベンダ端末40やカスタマ端末50をそれぞれ1つずつ示すが、実際には複数接続されている。 Next, a mode for carrying out the present disclosure will be described with reference to the drawings. FIG. 1 is a configuration diagram showing an outline of the configuration of the equipment introduction support system 10, and FIG. 2 is an explanatory diagram showing an outline of the functions of the equipment introduction support system 10. As shown in FIG. The equipment introduction support system 10 is a management server 20 that manages the entire system so as to support customers when introducing modules or work systems WS that combine modules from vendors that provide modules such as various equipment and devices. Prepare. In this facility introduction support system 10 , a management server 20 is connected to vendor terminals 40 and customer terminals 50 via a network 12 . Although one vendor terminal 40 and one customer terminal 50 are shown in FIG. 1, a plurality of terminals are actually connected.
 管理サーバ20は、制御部21と、シミュレーション部22と、記憶部25と、通信部27とを備える。制御部21は、CPUやROM、RAMなどを有し、オンライン上で各種モジュールをカスタマが選択して購入するマーケットプレイスMPの管理や、カスタマからベンダへの見積依頼やそれに対する見積結果の管理などのサーバ全体の制御を行う。 The management server 20 includes a control unit 21, a simulation unit 22, a storage unit 25, and a communication unit 27. The control unit 21 has a CPU, a ROM, a RAM, and the like, and manages a marketplace MP in which a customer selects and purchases various modules online, requests for quotation from a customer to a vendor, and manages the results of the quotation. control the entire server.
 シミュレーション部22は、各種モジュールを組み合わせた作業システムWSなどのモデルMD(デジタルツイン)を用いたシミュレーションを行う。作業システムWSは、例えば垂直多関節型のロボットアームを備えるロボットにより所定作業を行うように構成することができる。所定作業の一例としては、例えば機械部品や電子部品などのワークのピッキング作業が挙げられる。作業システムWSは、ロボット以外に、例えば、ロボットアームの先端リンクに取り付けられるエンドエフェクタ、画像を撮像するカメラやリングライトなどの照明、ワークが配置されるトレイや基板を搬送するコンベア、ワークを供給するフィーダなどのモジュールを備える。カスタマは、マーケットプレイスMPから、1または複数のモジュールを選択して、見積依頼や購入依頼をすることができる。なお、作業システムWSは、複数のモジュールを備えればよく、ロボットを含まなくてもよい。 The simulation unit 22 performs a simulation using a model MD (digital twin) such as a work system WS that combines various modules. The work system WS can be configured to perform a predetermined work by a robot having a vertically articulated robot arm, for example. An example of the predetermined work is picking work such as mechanical parts or electronic parts. In addition to the robot, the work system WS includes, for example, an end effector attached to the tip link of the robot arm, lighting such as a camera and a ring light for capturing images, a tray on which the work is placed, a conveyor for transporting the substrate, and the work to be supplied. Equipped with modules such as feeders. A customer can select one or more modules from the marketplace MP and make a quote request or a purchase request. Note that the work system WS may include a plurality of modules and may not include a robot.
 記憶部25は、HDDなどで構成され、各種アプリケーションプログラムや各種データベース(DB)などを記憶する。この記憶部25は、モジュールDB(データベース)30と、案件DB33と、ベンダDB35と、カスタマDB37とを記憶する。モジュールDB30には、モジュールの種類別に複数のモジュールデータや、各モジュールの動画、画像、仕様情報などが登録されている。なお、モジュールDB30の各情報は、ベンダがベンダ端末40の登録用画面から登録可能である。案件DB33には、各モジュールなどの製品の見積依頼がなされた案件毎に、カスタマとベンダとのやり取りに関する情報や、見積対象の仕様情報、見積書、動画、画像などが登録されている。 The storage unit 25 is composed of an HDD or the like, and stores various application programs, various databases (DB), and the like. The storage unit 25 stores a module DB (database) 30 , an item DB 33 , a vendor DB 35 and a customer DB 37 . In the module DB 30, a plurality of module data for each module type, moving images, images, specification information, etc. of each module are registered. Each piece of information in the module DB 30 can be registered by the vendor from the registration screen of the vendor terminal 40. FIG. In the case DB 33, information related to communication between customers and vendors, specification information of quotation targets, quotations, videos, images, etc. are registered for each case for which an estimate is requested for a product such as each module.
 ベンダDB35は、認証登録がなされたベンダの名称や各ベンダに固有のベンダID、資本金や従業員数、事業分野、ベンダが提供するモジュールの種類、見積担当者の属性情報などの各種情報がベンダ毎に登録されている。これらの情報は、ベンダの認証時に登録され、見積担当者の属性情報などは適宜追加登録や修正が可能である。ここで、図3は、ベンダの見積担当者の属性情報の一例を示す説明図である。図3では、ベンダにおける複数の見積担当者の属性情報を示す。図示するように、各担当者の氏名や勤務地、電話番号やメールアドレスなどの連絡先、新規見積の通知先の設定情報などが属性情報として登録されている。なお、新規見積の通知先としては、少なくとも1人の担当者が設定されていればよく、複数の担当者が設定されていてもよい。この属性情報は、例えばベンダDB35に含まれているが、ベンダDB35とは別に登録されていてもよい。 The vendor DB 35 stores various information such as the name of the vendor that has been authenticated and registered, the vendor ID unique to each vendor, the amount of capital, the number of employees, the business field, the type of module provided by the vendor, and the attribute information of the person in charge of quotation. registered for each. This information is registered when the vendor is authenticated, and the attribute information of the person in charge of estimation can be additionally registered or corrected as appropriate. Here, FIG. 3 is an explanatory diagram showing an example of the attribute information of the person in charge of quotation of the vendor. FIG. 3 shows attribute information of a plurality of persons in charge of quotations at a vendor. As shown in the figure, the name and place of work of each person in charge, contact information such as telephone number and e-mail address, setting information of notification destination of new estimate, etc. are registered as attribute information. At least one person in charge may be set as the notification destination of the new estimate, and a plurality of persons in charge may be set. This attribute information is included in the vendor DB 35, for example, but may be registered separately from the vendor DB 35. FIG.
 カスタマDB37は、認証登録がなされたカスタマの名称や各カスタマに固有のカスタマID、カスタマの購入履歴、属性情報などのカスタマ情報がカスタマ毎に登録されている。これらの情報は、カスタマの認証時に登録され、購入履歴や属性情報などは適宜追加登録や修正が可能である。図4は、カスタマの属性情報の一例を示す説明図である。図示するように、カスタマの氏名や企業名、勤務地、電話番号やメールアドレスなどの連絡先などが属性情報として登録されている。この属性情報は、例えばカスタマDB37に含まれているが、カスタマDB37とは別に登録されていてもよい。 In the customer DB 37, customer information such as the name of a customer who has been authenticated and registered, a customer ID unique to each customer, the customer's purchase history, and attribute information is registered for each customer. These pieces of information are registered when the customer is authenticated, and the purchase history and attribute information can be additionally registered or corrected as appropriate. FIG. 4 is an explanatory diagram showing an example of customer attribute information. As illustrated, the customer's name, company name, place of work, contact information such as telephone number and e-mail address, etc. are registered as attribute information. This attribute information is included in the customer DB 37, for example, but may be registered separately from the customer DB 37.
 通信部27は、ネットワーク12などに接続され、ベンダ端末40やカスタマ端末50などと通信を行う。管理サーバ20には、キーボードやマウスなどの入力部28から管理者による各種指示などが入力される。また、管理サーバ20は、ディスプレイなどの表示部29に各種情報を表示する。なお、管理サーバ20がシミュレーション部22や記憶部25(各種DB)を備えるものに限られず、シミュレーション部が管理サーバ20と別の装置として構成されてもよいし、各種DBを記憶するデータサーバが管理サーバ20と別の装置として構成されてもよい。 The communication unit 27 is connected to the network 12, etc., and communicates with the vendor terminal 40, the customer terminal 50, and the like. Various instructions from the administrator are input to the management server 20 from an input unit 28 such as a keyboard and a mouse. In addition, the management server 20 displays various information on the display unit 29 such as a display. The management server 20 is not limited to having the simulation unit 22 and the storage unit 25 (various DBs). It may be configured as a device separate from the management server 20 .
 ベンダ端末40は、CPUやROM、RAMなどを有する制御部41と、各種アプリケーションプログラムや各種データなどを記憶するHDDなどの記憶部43と、ネットワーク12などに接続され管理サーバ20などと通信を行う通信部46とを備える。ベンダ端末40は、キーボードやマウスなどの入力部48からベンダによる各種指示などが入力される。また、ベンダ端末40は、ディスプレイなどの表示部49に、モジュールや作業システムWSに関する情報などをマーケットプレイスMPに登録するための登録用画面などを表示する。 The vendor terminal 40 is connected to a control unit 41 having a CPU, ROM, RAM, etc., a storage unit 43 such as an HDD for storing various application programs and various data, and a management server 20 connected to the network 12, etc. for communication. and a communication unit 46 . The vendor terminal 40 receives various instructions from the vendor through an input unit 48 such as a keyboard and a mouse. In addition, the vendor terminal 40 displays a registration screen or the like for registering information about the modules and the work system WS in the marketplace MP on the display unit 49 such as a display.
 カスタマ端末50は、ベンダ端末40と同様に、制御部51と、記憶部53と、通信部56とを備える。カスタマ端末50は、キーボードやマウスなどの入力部58からカスタマによる各種指示などが入力される。また、カスタマ端末50は、ディスプレイなどの表示部59に、マーケットプレイスMPの各画面などを表示する。 The customer terminal 50 includes a control unit 51, a storage unit 53, and a communication unit 56, similar to the vendor terminal 40. The customer terminal 50 receives various instructions from the customer through an input unit 58 such as a keyboard and a mouse. Further, the customer terminal 50 displays each screen of the marketplace MP on the display unit 59 such as a display.
 次に、こうして構成された設備導入支援システム10の動作、特にマーケットプレイスMPに出品されている各種モジュールなどの製品に関するカスタマからの見積依頼や、見積依頼に対する見積結果の回答などを行う際の見積関連処理について説明する。図5は、見積関連処理の一例を示すフローチャートである。この処理は、カスタマ端末50の表示部59に製品紹介画面60(図2,図6参照)が表示された状態で、管理サーバ20の制御部21とカスタマ端末50の制御部51とにより実行される。本実施形態では、図2に示すように、製品の購入を希望する購入希望者(カスタマ)は、製品紹介画面60の見積依頼ボタン65を介して、製品を販売するベンダに見積依頼が可能である。 Next, the operation of the equipment introduction support system 10 configured in this way, especially when requesting a quote from a customer regarding products such as various modules put up on the marketplace MP, and when responding to the request for quote, etc. Related processing will be explained. FIG. 5 is a flowchart showing an example of estimation-related processing. This processing is executed by the control unit 21 of the management server 20 and the control unit 51 of the customer terminal 50 while the product introduction screen 60 (see FIGS. 2 and 6) is displayed on the display unit 59 of the customer terminal 50. be. In this embodiment, as shown in FIG. 2, a prospective purchaser (customer) who wishes to purchase a product can request a quote from a vendor who sells the product via a quote request button 65 on the product introduction screen 60. be.
 図6の製品紹介画面60には、製品画像表示欄61と、仕様情報表示欄63と、複数のボタン画像とが設けられている。製品画像表示欄61には、ロボットなどのモジュールや作業システムWSなどの製品の画像が表示されると共に、製品のシミュレーション画像や動画などを再生させるためのボタン画像として再生ボタン62が表示されている。仕様情報表示欄63には、製品の仕様情報が表示されている。例えば、製品がロボットなどのモジュールであれば、そのロボットの型式やアーム長、外形サイズ、可搬重量、総重量などの情報が表示される。また、複数のボタン画像として、見積依頼を行うための見積依頼ボタン65と、見積取下を行うための見積取下ボタン66と、見積確認を行うための見積確認ボタン67と、再見積依頼を行うための再見積依頼ボタン68とを備える。なお、見積依頼を行ってない状態や見積結果が届いてない状態では、見積取下ボタン66や見積確認ボタン67、再見積依頼ボタン68が操作不能に表示されてもよい。 The product introduction screen 60 of FIG. 6 is provided with a product image display column 61, a specification information display column 63, and a plurality of button images. In the product image display field 61, images of products such as modules such as robots and work systems WS are displayed, and a reproduction button 62 is displayed as a button image for reproducing simulation images and moving images of the product. . The specification information display column 63 displays the specification information of the product. For example, if the product is a module such as a robot, information such as the robot model, arm length, external size, payload, and total weight is displayed. Further, as a plurality of button images, an estimate request button 65 for requesting an estimate, an estimate withdrawal button 66 for withdrawing an estimate, an estimate confirmation button 67 for confirming an estimate, and a re-estimate request are displayed. and a re-estimate request button 68 for performing. Note that the estimate withdrawal button 66, the estimate confirmation button 67, and the re-estimate request button 68 may be displayed inoperable when no estimate request has been made or the estimate result has not been received.
 図5の見積関連処理では、制御部21は、まず、見積依頼ボタン65が操作されたか否かを判定し(S100)、見積依頼ボタン65が操作されたと判定すると、新規見積依頼処理を実行する(S110)。また、制御部21は、見積依頼ボタン65が操作されてないと判定すると、S110をスキップする。次に、制御部21は、見積取下ボタン66が操作されたか否かを判定し(S120)、見積取下ボタン66が操作されたと判定すると、見積案件の選択画面を表示部59に表示させてカスタマに取下対象を選択させて確定してから、見積取消依頼をベンダの担当者に通知する(S130)。このため、購入希望者は、見積依頼した製品を購入する意思がなくなった場合に、見積依頼を容易に取り下げることが可能となる。なお、後述するように見積依頼に対して管理番号を取得して案件DB33に記憶された情報は、見積取消依頼がなされた際に消去されてもよいし、取消済みの情報が付加されてもよい。また、制御部21は、見積取下ボタン66が操作されてないと判定すると、S130をスキップする。 In the estimation-related processing of FIG. 5, the control unit 21 first determines whether or not the estimate request button 65 has been operated (S100), and when determining that the estimate request button 65 has been operated, executes a new estimate request process. (S110). If the control unit 21 determines that the estimate request button 65 has not been operated, it skips S110. Next, the control unit 21 determines whether or not the estimate withdrawal button 66 has been operated (S120), and if it determines that the estimate withdrawal button 66 has been operated, causes the display unit 59 to display a selection screen for an estimate item. After the customer selects and confirms the object to be withdrawn, the person in charge of the vendor is notified of the quotation cancellation request (S130). Therefore, if the prospective purchaser no longer intends to purchase the product for which the quotation has been requested, the purchaser can easily withdraw the quotation request. As will be described later, the information obtained by obtaining the management number for the estimate request and stored in the project DB 33 may be deleted when the request for estimate cancellation is made, or may be added with canceled information. good. If the control unit 21 determines that the estimate withdrawal button 66 has not been operated, it skips S130.
 続いて、制御部21は、見積確認ボタン67が操作されたか否かを判定し(S140)、見積確認ボタン67が操作されたと判定すると、ベンダにより作成された見積結果を表示部59に表示させて(S150)、カスタマに見積結果を確認させる。また、制御部21は、見積確認ボタン67が操作されてないと判定すると、S150をスキップする。そして、制御部21は、再見積依頼ボタン68が操作されたか否かを判定し(S160)、再見積依頼ボタン68が操作されたと判定すると、再見積依頼処理を実行して(S170)、見積関連処理を終了する。また、制御部21は、再見積依頼ボタン68が操作されてないと判定すると、S170をスキップして見積関連処理を終了する。なお、制御部21は、製品紹介画面60で図示しない終了ボタンが操作された場合も、見積関連処理を終了する。以下、S110の新規見積依頼処理について説明する。 Subsequently, the control unit 21 determines whether or not the estimate confirmation button 67 has been operated (S140), and when determining that the estimate confirmation button 67 has been operated, causes the display unit 59 to display the estimate result prepared by the vendor. (S150) to have the customer confirm the estimate result. If the control unit 21 determines that the estimate confirmation button 67 has not been operated, it skips S150. Then, the control unit 21 determines whether or not the re-estimate request button 68 has been operated (S160). End related processing. If the control unit 21 determines that the re-estimation request button 68 has not been operated, it skips S170 and terminates the estimation-related processing. It should be noted that the control unit 21 also ends the estimation-related processing when an end button (not shown) is operated on the product introduction screen 60 . The new quotation request processing of S110 will be described below.
 図7は、新規見積依頼処理の一例を示すフローチャートである。新規見積依頼処理では、制御部21は、まずカスタマ端末50の表示部59に、図8に示す新規見積依頼画面70を表示させる(S200)。 FIG. 7 is a flowchart showing an example of new quotation request processing. In the new estimate request process, the control unit 21 first causes the display unit 59 of the customer terminal 50 to display the new estimate request screen 70 shown in FIG. 8 (S200).
 図8の新規見積依頼画面70には、見積対象表示欄71と、属性情報表示欄72と、複数のボタン画像とが設けられている。見積対象表示欄71には、見積対象の製品の画像と型式などが表示されている。なお、見積対象表示欄71に、仕様情報表示欄63と同様の仕様情報が表示されてもよい。属性情報表示欄72には、新規見積を行うカスタマである購入希望者(見積依頼者)の属性情報が表示されている。また、複数のボタン画像として、見積依頼を実行してベンダに通知するための見積依頼実行ボタン73と、画像ファイルなどを添付するためのファイル添付ボタン74と、要望などのコメントを入力するためのコメント入力ボタン75と、属性情報を修正するための属性情報修正ボタン76とが表示されている。また、製品紹介画面60に戻るための戻るボタン77と、新規見積依頼を終了するための終了ボタン78も表示されている。 The new estimate request screen 70 in FIG. 8 is provided with an estimate target display field 71, an attribute information display field 72, and a plurality of button images. In the estimation object display field 71, the image and model of the product to be estimated are displayed. Note that the same specification information as the specification information display column 63 may be displayed in the estimation target display column 71 . The attribute information display column 72 displays the attribute information of the prospective purchaser (estimate requester) who is the customer who makes the new estimate. Further, as a plurality of button images, a quotation request execution button 73 for executing a quotation request and notifying the vendor, a file attachment button 74 for attaching an image file, etc., and a request or other comment input button. A comment input button 75 and an attribute information correction button 76 for correcting attribute information are displayed. A return button 77 for returning to the product introduction screen 60 and an end button 78 for ending the new quotation request are also displayed.
 こうした新規見積依頼画面70を表示させると、制御部21は、見積依頼実行ボタン73以外のボタンを用いた操作即ち見積依頼の実行以外の操作がされたか否かを判定する(S210)。制御部21は、実行以外の操作がされたと判定すると、その操作に応じた処理を実行し(S220)、実行以外の操作がされてないと判定すると、S220をスキップする。例えば制御部21は、ファイル添付ボタン74が操作されたと判定すると、ファイル選択用のダイアログ画面を表示させて、添付するファイルの選択を受け付ける。例えば設計図面のファイルを添付して設計委託や製造委託の見積依頼を行うなど、登録された型式の製品とは異なる対象を見積依頼することが可能となる。また、制御部21は、コメント入力ボタン75が操作されたと判定すると、コメント入力用のダイアログ画面を表示させて、コメントの入力を受け付ける。このようにコメントを入力して見積依頼を送信することで、見積作成における各種要望を通知することが可能となる。さらに、制御部21は、属性情報修正ボタン76が操作されたと判定すると、属性情報表示欄72の各項目を修正可能な表示に切り替えて、属性情報の修正を受け付ける。属性情報表示欄72で受け付けられた修正は、カスタマDB37の属性情報にも反映される。なお、制御部21は、戻るボタン77や終了ボタン78が操作されたと判定すると、新規見積依頼処理を終了して、製品紹介画面60を表示させたり、トップ画面を表示させたりする。 When the new estimate request screen 70 is displayed, the control unit 21 determines whether or not an operation using a button other than the estimate request execution button 73, that is, an operation other than the execution of the estimate request has been performed (S210). If the control unit 21 determines that an operation other than execution has been performed, it executes a process corresponding to the operation (S220), and if it determines that an operation other than execution has not been performed, it skips S220. For example, when the control unit 21 determines that the file attachment button 74 has been operated, it displays a dialog screen for file selection and accepts selection of a file to be attached. For example, it is possible to request an estimate for a product that is different from the registered model type, such as requesting an estimate for design consignment or manufacturing consignment by attaching a design drawing file. Further, when determining that the comment input button 75 has been operated, the control unit 21 displays a dialog screen for comment input to accept input of a comment. By inputting a comment and transmitting a request for quotation in this way, it is possible to notify various requests in the preparation of the quotation. Furthermore, when determining that the attribute information correction button 76 has been operated, the control unit 21 switches each item in the attribute information display column 72 to a modifiable display, and accepts correction of the attribute information. Modifications received in the attribute information display field 72 are also reflected in the attribute information of the customer DB 37 . When the control unit 21 determines that the return button 77 or the end button 78 has been operated, it ends the new estimate request process and displays the product introduction screen 60 or the top screen.
 次に、制御部21は、見積依頼実行ボタン73を用いた見積依頼の実行操作がされたか否かを判定し(S230)、実行操作がされてないと判定すると、S210に戻る。一方、制御部21は、実行操作がされたと判定すると、購入希望者の属性情報と各種の必要事項とを含む見積依頼を作成して記憶部25の案件DB33に記憶する(S240)。必要事項には、対象製品の型式や個数などの他、添付ファイルやコメントが含まれる。対象製品の型式や個数は、実行操作がされた際に対象製品を示すダイアログ画面を表示させて修正を受け付けてもよい。また、制御部21は、見積依頼に対して管理番号を取得し、管理番号と見積依頼とを対応付けて案件DB33に記憶する。 Next, the control unit 21 determines whether or not a request for quotation execution operation has been performed using the request for quotation execution button 73 (S230), and returns to S210 if it is determined that the execution operation has not been performed. On the other hand, when determining that the execution operation has been performed, the control section 21 creates a quotation request including the purchaser's attribute information and various necessary items, and stores it in the case DB 33 of the storage section 25 (S240). The necessary items include the model number and quantity of the target product, as well as attached files and comments. The type and number of target products may be modified by displaying a dialog screen showing the target products when an execution operation is performed. Further, the control unit 21 acquires a management number for the estimate request, associates the management number with the estimate request, and stores them in the case DB 33 .
 続いて、制御部21は、ベンダDB35を参照して見積依頼先となるベンダの担当者の属性情報から、通知先設定を確認する(S250)。上述したように、通知先設定は、新規見積依頼の通知先に設定されているか否かの情報である。制御部21は、通知先に設定されている全ての担当者に見積依頼を通知して(S260)、新規見積依頼処理を終了する。S260の処理は、通知先に設定された全ての担当者のメールアドレスを属性情報から取得し、各メールアドレスに対して見積依頼の通知を送信することにより行われる。なお、製品紹介画面60に表示される製品は、製品のメーカや商社、販売代理店などのベンダにより登録されればよい。また、見積依頼ボタン65を操作すれば、その製品を製品紹介画面60に登録したベンダの担当者に対して見積依頼が行われることになる。ただし、複数のベンダが同じ製品を登録して取り扱っている場合、見積依頼ボタン65を操作した際に、複数のベンダの各担当者にそれぞれ見積依頼が通知されるようにしてもよい。 Next, the control unit 21 refers to the vendor DB 35 and confirms the setting of the notification destination from the attribute information of the person in charge of the vendor to whom the quotation is requested (S250). As described above, the notification destination setting is information as to whether or not the notification destination of the new estimate request is set. The control unit 21 notifies all persons in charge set as notification destinations of the estimate request (S260), and ends the new estimate request process. The process of S260 is performed by acquiring the e-mail addresses of all persons in charge set as notification destinations from the attribute information and transmitting a notification of the request for quotation to each e-mail address. The products displayed on the product introduction screen 60 may be registered by vendors such as product manufacturers, trading companies, and sales agents. Further, when the estimate request button 65 is operated, the estimate is requested to the person in charge of the vendor who registered the product on the product introduction screen 60 . However, if a plurality of vendors are registering and handling the same product, when the quotation request button 65 is operated, each person in charge of the plurality of vendors may be notified of the quotation request.
 ここで、説明の都合上、図5の見積関連処理におけるS170の再見積依頼処理の前に、ベンダの担当者による見積対応処理を説明する。図9は、見積対応処理の一例を示すフローチャートであり、担当者がベンダ端末40で見積対応する際に実行される。見積対応処理では、制御部21は、まずベンダ端末40の表示部49に、図10に示す見積対応画面80を表示させる(S300)。 Here, for convenience of explanation, before the re-quote request process of S170 in the estimate-related process of FIG. FIG. 9 is a flow chart showing an example of the quotation handling process, which is executed when the person in charge handles the quotation using the vendor terminal 40 . In the quotation handling process, the control section 21 first causes the display section 49 of the vendor terminal 40 to display the quotation handling screen 80 shown in FIG. 10 (S300).
 図10の見積対応画面80には、見積対象表示欄81と、属性情報表示欄83と、複数のボタン画像とが設けられている。見積対象表示欄81には、見積対象の製品の画像と型式などが表示されている。また、見積対象表示欄81には、詳細確認ボタン82が表示されている。この詳細確認ボタン82を操作すると、見積依頼に対応付けられた添付ファイルやコメントなどが表示される。なお、見積依頼に添付ファイルやコメントなどが対応付けられてない場合には、詳細確認ボタン82が操作不能に表示されてもよい。属性情報表示欄83には、新規見積依頼画面70の属性情報と同様に、見積依頼を行った購入希望者の属性情報が表示されている。このため、担当者は、購入希望者の属性情報から企業名や勤務地などを参照しながら見積作成を行うことができる。例えば担当者は、購入希望者の企業に応じて見積金額を設定したり、勤務地(納入先)に適した仕様に変更して見積作成を行うことができる。また、複数の担当者に見積依頼が通知された場合、過去にその企業の見積作成を行ったことのある担当者が見積対応したり、購入希望者と勤務地が近い担当者が見積対応したりすることができる。 The estimate response screen 80 of FIG. 10 is provided with an estimate target display field 81, an attribute information display field 83, and a plurality of button images. In the estimation object display field 81, the image and model of the product to be estimated are displayed. Further, a detailed confirmation button 82 is displayed in the estimation target display field 81 . When this detail confirmation button 82 is operated, an attached file, a comment, etc., associated with the estimate request are displayed. In addition, when an attached file, a comment, etc. are not associated with the estimate request, the details confirmation button 82 may be displayed inoperable. The attribute information display column 83 displays the attribute information of the prospective purchaser who made the request for quotation, in the same way as the attribute information on the new quotation request screen 70 . Therefore, the person in charge can create an estimate while referring to the company name, place of work, etc. from the attribute information of the purchaser. For example, the person in charge can set the estimated amount according to the company of the purchaser, or change the specifications to suit the work location (delivery destination) and create an estimate. In addition, if multiple persons in charge are notified of the request for quotation, the person in charge who has created quotations for the company in the past will respond to the quotation, or the person in charge who is close to the person who wishes to purchase will respond to the quotation. can be
 また、見積対応画面80には、複数のボタン画像として、見積作成を行うための見積作成ボタン84と、受注の登録や失注の登録を行うための受失注登録ボタン85と、再見積依頼に対する再見積作成を行うための再見積作成ボタン86とが表示されている。また、見積対応処理を終了するための終了ボタン87も表示されている。 In addition, on the estimate response screen 80, there are a plurality of button images, such as an estimate creation button 84 for creating an estimate, a received/lost order registration button 85 for registering orders and lost orders, and a request for re-estimation. A re-estimate creation button 86 for re-creating an estimate for is displayed. Also displayed is an end button 87 for ending the estimate handling process.
 こうした見積対応画面80を表示させると、制御部21は、見積作成ボタン84や再見積作成ボタン86以外のボタン操作即ち見積(再見積)作成以外の操作がされたか否かを判定する(S305)。制御部21は、見積作成以外の操作がされたと判定すると、その操作に応じた理を実行し(S310)、見積作成以外の操作がされてないと判定すると、S310をスキップする。 When the estimate response screen 80 is displayed, the control unit 21 determines whether or not a button operation other than the estimate creation button 84 and the re-estimate creation button 86, that is, an operation other than the estimate (re-estimation) creation has been performed (S305). . If the control unit 21 determines that an operation other than the preparation of an estimate has been performed, it executes processing according to the operation (S310), and if it determines that an operation other than the preparation of an estimate has not been performed, it skips S310.
 例えば、制御部21は、受失注登録ボタン85が操作されたと判定すると、受注または失注のいずれを登録するかを選択させる選択用のダイアログ画面を表示させる。受注が選択されると、制御部21は、受注登録用画面を表示させて受注の登録を受け付ける処理を実行する。また、失注が選択されると、制御部21は、失注登録用画面を表示させて、見積依頼されている案件の中から失注する案件を受け付ける処理を実行する。また、制御部21は、終了ボタン87が操作されたと判定すると、見積対応処理を終了して、トップ画面などを表示させる。ここで、受注登録は、例えば購入希望者から見積依頼の通知や発注依頼の通知があった場合に行われる。また、失注登録は、購入希望者から見積取下の通知があった場合や、発注依頼後に口頭で発注取消の旨が伝えられた場合、担当者が設定した見積有効期限を過ぎた場合などに行われる。受注登録や失注登録は、担当者の手入力に限られず、見積依頼や見積取下、発注依頼などの各通知に基づいて自動で行われてもよい。 For example, when the control unit 21 determines that the received/lost order registration button 85 has been operated, it displays a dialog screen for selecting whether to register an received order or lost order. When an order is selected, the control unit 21 displays an order registration screen and executes processing for receiving registration of the order. Further, when "lost order" is selected, the control unit 21 displays a lost order registration screen and executes a process of accepting a lost order item from among the items requested for quotation. Further, when determining that the end button 87 has been operated, the control unit 21 ends the estimation handling process and displays the top screen or the like. Here, order registration is performed, for example, when a request for quotation or a request for ordering is received from a prospective purchaser. In addition, lost orders are registered when there is a notice of cancellation of the quotation from the purchaser, when the purchase order is canceled verbally after ordering, when the quotation expiration date set by the person in charge has passed, etc. is performed on Order registration and lost order registration are not limited to manual input by the person in charge, and may be automatically performed based on each notification such as a request for quotation, withdrawal of quotation, and order request.
 続いて、制御部21は、見積作成ボタン84を用いた見積作成操作がされたか否か(S315)、再見積作成ボタン86を用いた再見積作成操作がされたか否か(S320)、をそれぞれ判定し、いずれの操作もされていないと判定すると、S305に戻る。一方、制御部21は、見積作成操作がされたと判定すると、見積作成画面を表示部49に表示させて担当者による見積作成を受け付け(S325)、作成が完了したと判定するのを待つ(S330)。見積作成画面は、図示は省略するが、見積結果の回答先のカスタマ名(購入希望者名)と共に、対象の製品名や単価、数量、金額、合計額などの各項目がテキストボックスなどを用いて入力可能に表示される。なお、見積作成時に図面や仕様などの詳細を示すファイルなどを添付可能としてもよい。また、見積作成画面には、作成を一時中断するための中断ボタンや見積対応画面80に戻るための戻るボタン、作成完了した見積結果を通知するための完了ボタンなどが設けられている。 Subsequently, the control unit 21 determines whether or not an estimate creation operation has been performed using the estimate creation button 84 (S315), and whether or not a re-estimate creation operation has been performed using the re-estimate creation button 86 (S320). If it is determined that no operation has been performed, the process returns to S305. On the other hand, when determining that an estimate creation operation has been performed, the control unit 21 displays the estimate creation screen on the display unit 49 to accept the estimate creation by the person in charge (S325), and waits for determination that the creation has been completed (S330). ). Although not shown, the quotation creation screen displays the name of the customer to whom the quotation results are answered (the name of the person who wishes to purchase), the name of the target product, the unit price, the quantity, the amount, the total amount, etc. using text boxes. displayed for input. It should be noted that a file showing details such as drawings and specifications may be attached when creating an estimate. In addition, the estimate creation screen is provided with a suspend button for temporarily suspending creation, a return button for returning to the estimate response screen 80, a completion button for notifying the result of completed estimate creation, and the like.
 制御部21は、見積作成画面上の完了ボタンが操作されると、S330で見積作成が完了したと判定し、担当者の属性情報と見積結果とを記憶部25の案件DB33に記憶する(S335)。なお、制御部21は、見積依頼の管理番号に、担当者の属性情報や見積結果を対応付けて案件DB33に記憶する。このため、案件DB33を参照すれば、見積作成した担当者の属性情報を特定することが可能となる。そして、制御部21は、購入希望者に見積結果を通知して(S340)、見積対応処理を終了する。なお、S340の処理は、購入希望者のメールアドレスを属性情報から取得し、そのメールアドレスに見積結果の通知を送信することにより行われる。 When the completion button on the estimate creation screen is operated, the control unit 21 determines that the estimate creation has been completed in S330, and stores the attribute information of the person in charge and the estimate result in the case DB 33 of the storage unit 25 (S335). ). Note that the control unit 21 associates the management number of the estimate request with the attribute information of the person in charge and the result of the estimate, and stores them in the case DB 33 . Therefore, by referring to the case DB 33, it is possible to identify the attribute information of the person in charge who created the estimate. Then, the control unit 21 notifies the prospective purchaser of the estimation result (S340), and terminates the estimation handling process. The process of S340 is performed by acquiring the e-mail address of the purchaser from the attribute information and transmitting the notification of the estimation result to that e-mail address.
 また、制御部21は、S320で再見積作成操作がされたと判定すると、再見積作成画面を表示部49に表示させて担当者による再見積作成を受け付け(S345)、作成が完了したと判定するのを待つ(S350)。再見積作成画面は、図示は省略するが、前回の見積内容の各項目が修正や追記可能に表示されており、見積作成画面と同様に中断ボタンや戻るボタン、完了ボタンなどが設けられている。 Further, when determining in S320 that a re-estimation creation operation has been performed, the control unit 21 displays a re-estimation creation screen on the display unit 49 to accept re-estimation creation by the person in charge (S345), and determines that the creation has been completed. (S350). Although not shown, the re-estimate creation screen displays each item of the previous estimate so that it can be modified or added, and has the same interruption button, return button, and finish button as the estimate creation screen. .
 制御部21は、再見積作成画面上の完了ボタンが操作されると、S350で再見積作成が完了したと判定し、担当者の属性情報と再見積結果とを記憶部25の案件DB33に記憶する(S355)。なお、制御部21は、見積依頼の管理番号に、担当者の属性情報や再見積結果を対応付けて案件DB33に記憶する。このため、案件DB33を参照すれば、再見積作成した担当者の属性情報を特定することが可能となる。そして、制御部21は、購入希望者に再見積結果を通知して(S360)、見積対応処理を終了する。なお、S360の処理は、購入希望者のメールアドレスを属性情報から取得し、そのメールアドレスに再見積結果の通知を送信することにより行われる。 When the completion button on the re-estimation creation screen is operated, the control unit 21 determines that the re-estimation creation has been completed in S350, and stores the attribute information of the person in charge and the re-estimation result in the case DB 33 of the storage unit 25. (S355). The control unit 21 associates the management number of the quotation request with the attribute information of the person in charge and the re-estimation result, and stores them in the case DB 33 . Therefore, by referring to the case DB 33, it is possible to identify the attribute information of the person in charge who has re-estimated. Then, the control unit 21 notifies the prospective purchaser of the re-estimation result (S360), and terminates the estimation handling process. The processing of S360 is performed by acquiring the e-mail address of the purchaser from the attribute information and transmitting the notification of the re-estimation result to that e-mail address.
 こうして見積結果や再見積結果が購入希望者に通知されると、購入希望者は上述した製品紹介画面60上で見積確認ボタン67を操作して見積確認(再見積確認)を行うことができる。また、確認した見積結果や再見積結果に対して金額交渉を行いたい場合や、仕様変更を行いたい場合などには、再見積依頼ボタン68を操作して見積依頼を繰り返し行うことができる。以下、図5の見積関連処理におけるS170の再見積依頼処理を説明する。図11は、再見積依頼処理の一例を示すフローチャートである。 When the prospective purchaser is notified of the result of the estimate and the result of re-estimation in this way, the prospective purchaser can confirm the estimate (re-estimate confirmation) by operating the estimate confirmation button 67 on the product introduction screen 60 described above. In addition, if it is desired to negotiate the price of the confirmed estimate result or re-estimate result, or if it is desired to change the specifications, the re-estimate request button 68 can be operated to repeat the estimate request. The re-estimate request process of S170 in the estimation-related process of FIG. 5 will be described below. FIG. 11 is a flow chart showing an example of requote request processing.
 再見積依頼処理では、制御部21は、まずカスタマ端末50の表示部59に再見積依頼画面を表示させる(S400)。図示は省略するが、再見積依頼画面では、見積金額の交渉依頼や、各項目の仕様の修正や数量の変更、コメントの入力などが可能であり、再見積依頼の実行ボタンも表示されている。制御部21は、再見積依頼の実行ボタン以外の操作がされたか否かを判定し(S410)、実行以外の操作がされたと判定すると、各種修正や変更、コメント入力の受付処理など、操作に応じた処理を実行する(S420)。なお、制御部21は、実行以外の操作がされてないと判定すると、S420をスキップする。 In the re-estimate request process, the control unit 21 first displays a re-estimate request screen on the display unit 59 of the customer terminal 50 (S400). Although illustration is omitted, on the re-estimate request screen, it is possible to request negotiation of the estimated amount, modify the specifications of each item, change the quantity, enter comments, etc., and a re-estimate request execution button is also displayed. . The control unit 21 determines whether or not an operation other than the execution button of the re-estimate request has been performed (S410). The corresponding process is executed (S420). If the control unit 21 determines that an operation other than execution has not been performed, it skips S420.
 次に、制御部21は、再見積依頼の実行操作がされたか否かを判定し(S430)、実行操作がされてないと判定すると、S410に戻る。一方、制御部21は、再見積依頼の実行操作がされたと判定すると、各種修正や変更、コメント入力の結果を含む再見積依頼を記憶部25の案件DB33に記憶する(S440)。なお、制御部21は、見積依頼の管理番号に、再見積依頼の内容や再見積の履歴番号を対応付けて案件DB33に記憶する。続いて、制御部21は、当該案件の見積作成を担当した全ての担当者に再見積依頼を通知して(S450)、再見積依頼処理を終了する。再見積依頼の通知を受けた担当者は、上述した見積対応処理で再見積作成を行うことができる。S450の処理は、これまでに一度でも当該案件の見積作成(再見積作成を含む)を担当したことのある全ての担当者のメールアドレスを属性情報から取得して、再見積の通知を送信することにより行われる。このため、経緯を把握していない担当者に再見積依頼が通知されることがないから、再見積対応をスムーズに行わせることができる。なお、上述したように、案件DB33を参照すれば、見積作成(再見積作成)をした担当者を特定することが可能である。 Next, the control unit 21 determines whether or not a requote request execution operation has been performed (S430), and if it determines that the execution operation has not been performed, the process returns to S410. On the other hand, when determining that a requote request execution operation has been performed, the control unit 21 stores the requote request including various corrections, changes, and comment input results in the case DB 33 of the storage unit 25 (S440). Note that the control unit 21 associates the management number of the quotation request with the content of the re-estimation request and the history number of the re-estimation and stores them in the case DB 33 . Subsequently, the control unit 21 notifies all persons in charge of preparing the quotation for the matter of the re-estimation request (S450), and terminates the re-estimation request processing. The person in charge who has received the notification of the re-estimate request can create a re-estimate through the above-described estimate handling process. The process of S450 acquires from the attribute information the email addresses of all persons in charge of creating estimates (including re-estimating) for the matter at least once, and sends notification of re-estimating. It is done by For this reason, the re-estimation request is not notified to the person in charge who does not understand the circumstances, so that the re-estimation can be handled smoothly. Incidentally, as described above, by referring to the case DB 33, it is possible to identify the person in charge who created the estimate (recreated the estimate).
 ここで、本実施形態の構成要素と本開示の構成要素との対応関係を明らかにする。本実施形態の見積関連処理のS110(新規見積依頼処理のS230)を実行する管理サーバ20の制御部21とカスタマ端末50の制御部51とが依頼受付部に相当し、新規見積依頼処理のS240,S250を実行する制御部21が情報取得部に相当し、新規見積依頼処理のS260や見積対応処理のS300で属性情報の表示を実行する制御部21とベンダ端末40の制御部41とが対応処理部に相当し、見積対応処理のS340,S360を実行する制御部21が結果回答部に相当する。なお、本実施形態では、設備導入支援システム10の動作を説明することにより、見積依頼対応方法の一例も明らかにしている。 Here, the correspondence between the components of the present embodiment and the components of the present disclosure will be clarified. The control unit 21 of the management server 20 and the control unit 51 of the customer terminal 50 that execute S110 of the quotation-related processing (S230 of the new quotation request processing) of this embodiment correspond to the request receiving unit, and S240 of the new quotation request processing. , S250 corresponds to an information acquisition unit, and the control unit 21 that executes display of attribute information in S260 of new quotation request processing and S300 of quotation response processing corresponds to the control unit 41 of the vendor terminal 40. The control unit 21 corresponds to the processing unit, and the control unit 21 that executes S340 and S360 of the estimation processing corresponds to the result reply unit. In addition, in this embodiment, an example of a method for responding to an estimate request is clarified by explaining the operation of the equipment introduction support system 10. FIG.
 以上説明した設備導入支援システム10(マーケットプレイスMP)では、見積依頼をベンダの担当者に通知して、購入希望者の属性情報を参照しながら見積作成を行わせるから、購入希望者の属性情報に応じた見積作成をより適切に行わせることができる。このため、ベンダやカスタマに対し、見積依頼や見積回答を容易且つ適切に行うことができる場を提供すると共に、再見積依頼により価格交渉の場を提供することができる。また、ベンダは、マーケットプレイスMPを利用して販売経路を増やすことができる。また、カスタマは、複数の商社や販売代理店、メーカなどにそれぞれ見積依頼をして見積結果を得ることができるから、製品の見積価格を容易に比較して購入先を検討することができる。 The equipment introduction support system 10 (marketplace MP) described above notifies the person in charge of the vendor of the request for quotation, and makes the quotation preparation while referring to the attribute information of the purchaser. It is possible to make the estimate preparation according to the situation more appropriate. For this reason, it is possible to provide vendors and customers with a place where they can easily and appropriately make requests for quotations and reply to quotations, as well as a place for price negotiations by re-requesting quotations. Vendors can also increase sales channels using the marketplace MP. In addition, since the customer can request quotations from a plurality of trading companies, distributors, manufacturers, etc., and obtain quotation results, the customer can easily compare the quotation prices of the products and consider the purchaser.
 また、ベンダの担当者の属性情報には、新規見積依頼の通知先の設定有無が含まれており、管理サーバ20の制御部21は、新規見積依頼を通知先に設定された1以上の担当者に通知する。このため、見積依頼の通知を適切に振り分けて担当者に見積作成を速やかに行わせることができる。 In addition, the attribute information of the person in charge of the vendor includes whether or not the notification destination of the new quotation request is set. notify the person. For this reason, it is possible to appropriately distribute the notification of the request for quotation so that the person in charge can promptly prepare the quotation.
 また、購入希望者の再見積依頼を、以前の見積作成を行った担当者に通知するから、見積作成の経緯などを把握している担当者に再見積対応を適切に行わせることができる。 In addition, since the person in charge who created the previous estimate is notified of the request for re-estimation by the purchaser, it is possible to have the person in charge who understands the process of creating the estimate appropriately respond to the re-estimation.
 なお、本開示は上述した実施形態に何ら限定されることはなく、本開示の技術的範囲に属する限り種々の態様で実施し得ることはいうまでもない。 It goes without saying that the present disclosure is by no means limited to the above-described embodiments, and can be implemented in various forms as long as they fall within the technical scope of the present disclosure.
 例えば、上述した実施形態では、製品紹介画面60に見積依頼ボタン65を表示したが、これに限られず、製品紹介画面60とは別の画面に見積依頼ボタンを表示してもよい。また、新規見積依頼画面70に購入希望者の属性情報が表示されたが、これに限られず、属性情報が表示されなくてもよい。但し、購入希望者の正しい属性情報をベンダの担当者に提供するため、見積依頼の処理の中で購入希望者に自身の属性情報を確認させるものが好ましい。 For example, in the above-described embodiment, the estimate request button 65 is displayed on the product introduction screen 60, but it is not limited to this, and the estimate request button may be displayed on a screen other than the product introduction screen 60. Further, although the attribute information of the purchaser is displayed on the new estimate request screen 70, the attribute information is not limited to this, and the attribute information may not be displayed. However, in order to provide the person in charge of the vendor with the correct attribute information of the prospective purchaser, it is preferable to have the prospective purchaser confirm his own attribute information during the process of requesting an estimate.
 上述した実施形態では、以前の見積作成を行った担当者に再見積依頼を通知したが、これに限られない。例えば、新規見積依頼を通知する処理と同様の処理を行って再見積依頼を通知してもよい。 In the above-described embodiment, the person in charge who created the previous estimate was notified of the request for re-estimation, but this is not the only option. For example, a requote request may be notified by performing the same processing as that for notifying a new request for quotation.
 上述した実施形態では、新規見積依頼の通知先の設定を属性情報に含め、通知先に設定された担当者に通知したが、これに限られず、通知先の設定を属性情報に含めず、次の変形例のようにしてもよい。図12は、変形例の新規見積依頼処理を示すフローチャートである。変形例では、実施形態と同じ処理には同じステップ番号を付して説明を省略する。この変形例では、制御部21は、S240で見積依頼を作成して記憶すると、購入希望者の勤務地に応じた勤務地の担当者を選定し(S250a)、選定した担当者に見積依頼を通知して(S260a)、新規見積依頼処理を終了する。 In the above-described embodiment, the setting of the notification destination of the new quotation request is included in the attribute information, and the person in charge who is set as the notification destination is notified. You may make it like the modification of. FIG. 12 is a flow chart showing the new quotation request processing of the modified example. In the modified example, the same step numbers are assigned to the same processes as in the embodiment, and description thereof is omitted. In this modification, when the request for quotation is created and stored in S240, the control unit 21 selects a person in charge of the work location according to the work location of the purchaser (S250a), and sends a request for quotation to the selected person in charge. Notify (S260a) and terminate the new estimate request process.
 ここで、図3,図4の属性情報では、勤務地A~C,a~cを例示する。勤務地A~Cのうち、勤務地Aが勤務地aに最も近く、勤務地Bが勤務地bに最も近く、勤務地Cが勤務地cに最も近いものとする。このため、例えば図4のNo.1の購入希望者の場合、その勤務地aに応じた勤務地Aの担当者、即ち図3のNo.2の担当者が選定される。これにより、勤務地が購入希望者の勤務地に対応する担当者に見積対応を行わせることができる。このため、担当者と購入希望者との対面での打合せや納品などを容易なものとして、見積作成を適切に行わせることができる。 Here, the attribute information in FIGS. 3 and 4 exemplifies work locations A to C and a to c. Of work locations A to C, work location A is closest to work location a, work location B is closest to work location b, and work location C is closest to work location c. For this reason, for example, No. in FIG. In the case of purchase applicant No. 1, the person in charge at work location A corresponding to work location a, that is, No. 1 in FIG. 2 persons are selected. As a result, the person in charge whose place of work corresponds to the place of work of the person who wants to purchase the product can make an estimate. For this reason, face-to-face meetings and delivery between the person in charge and the person who wishes to purchase can be facilitated, and the quotation can be prepared appropriately.
 この変形例では、新規見積依頼の通知先の設定が属性情報に含まれない場合に、勤務地に応じた担当者を選定したが、これに限られない。新規見積依頼の通知先の設定が属性情報に含まれる場合において、通知先に設定された複数の担当者の中から、勤務地が購入希望者の勤務地に応じた担当者を選定して、見積依頼を通知してもよい。 In this modified example, the person in charge was selected according to the place of work when the setting of the notification destination of the new quotation request was not included in the attribute information, but it is not limited to this. If the attribute information includes the setting of the notification destination of the new quotation request, select the person in charge according to the work location of the person who wishes to purchase from among the multiple persons in charge set in the notification destination, A request for quotation may be sent.
 上述した実施形態や変形例では、購入希望者や担当者の属性情報を参照して新規見積依頼を通知したが、これに限られない。例えば、属性情報を参照することなく、登録されている全ての担当者に新規見積依頼を通知してもよい。そのようにした場合でも、見積対応画面80に購入希望者の属性情報が表示されていれば、ベンダの担当者は、購入希望者の属性情報に応じた見積作成が可能となる。 In the above-described embodiment and modifications, the attribute information of the purchaser and the person in charge is referenced to notify of a new quotation request, but this is not the only option. For example, all registered persons in charge may be notified of a new quotation request without referring to attribute information. Even in such a case, if the attribute information of the prospective purchaser is displayed on the quotation support screen 80, the person in charge of the vendor can prepare an estimate according to the attribute information of the prospective purchaser.
 上述した実施形態において、見積結果を確認した購入希望者が発注依頼をして成約が完了した場合、システムの管理者は、成約した金額に応じた手数料をベンダに請求してもよい。あるいは、システムの管理者は、成約前であっても、受注登録した案件の見積金額などに応じた手数料をベンダに請求してもよい。 In the above-described embodiment, when a prospective purchaser who has confirmed the quotation results places an order and concludes a contract, the system administrator may charge the vendor a fee corresponding to the amount of the contract. Alternatively, the system administrator may charge the vendor a commission according to the estimated amount of money for the order registered, even before the contract is concluded.
 ここで、本開示のマーケットシステムは、以下のように構成してもよい。例えば、本開示のマーケットシステムにおいて、前記情報取得部は、前記販売社の複数の前記担当者について前記見積依頼の通知先の設定有無を含む属性情報を取得し、前記対応処理部は、前記対応処理として、前記見積依頼を前記通知先に設定された1以上の前記担当者に通知するものとしてもよい。こうすれば、見積依頼の通知先の設定有無を各担当者の属性情報に登録しておけば、見積依頼の通知を適切に振り分けて速やかに見積作成を行わせることができる。 Here, the market system of the present disclosure may be configured as follows. For example, in the market system of the present disclosure, the information acquisition unit acquires attribute information including whether or not the notification destination of the quotation request is set for the plurality of persons in charge of the sales company, and the correspondence processing unit obtains the correspondence As a process, the request for quotation may be notified to one or more persons in charge set as the notification destination. In this way, by registering whether or not the notification destination of the request for quotation is set in the attribute information of each person in charge, the notification of the request for quotation can be appropriately distributed and the quotation can be created promptly.
 本開示のマーケットシステムにおいて、前記情報取得部は、前記購入希望者の属性情報として該購入希望者の勤務地の情報を取得すると共に、前記販売社の複数の前記担当者の勤務地の情報を含む属性情報を取得し、前記対応処理部は、前記対応処理として、勤務地が前記購入希望者の勤務地に対応する前記担当者を選定して前記見積依頼を通知するものとしてもよい。こうすれば、担当者と購入希望者との対面での打合せや納品などを容易なものとして、見積作成を適切に行わせることができる。 In the market system of the present disclosure, the information acquisition unit acquires information on the work location of the purchase applicant as the attribute information of the purchase applicant, and obtains information on the work locations of the plurality of persons in charge of the sales company. The attribute information included therein may be acquired, and as the handling process, the correspondence processing unit may select the person in charge whose work location corresponds to the work location of the purchase applicant and notify the quotation request. In this way, face-to-face meetings and delivery between the person in charge and the purchaser can be facilitated, and the quotation can be prepared appropriately.
 本開示のマーケットシステムにおいて、前記依頼受付部は、前記見積結果に対する再見積依頼を前記購入希望者から受け付け可能であり、前記対応処理部は、前記対応処理として、前記購入希望者からの前記再見積依頼を該購入希望者への以前の見積作成を行った1以上の前記担当者に通知するものとしてもよい。こうすれば、見積作成の経緯などを把握している担当者に再見積対応を適切に行わせることができる。 In the market system of the present disclosure, the request receiving unit can receive a re-estimation request from the prospective purchaser for the result of the quotation, and the response processing unit performs the re-estimation request from the prospective purchaser as the response process. The request for quotation may be communicated to one or more of the persons who previously generated quotations for the prospective purchaser. In this way, it is possible to have the person in charge who understands the process of preparing the quotation appropriately handle the re-estimation.
 本開示の見積依頼対応方法は、
 オンライン上に出品された製品の見積依頼に対応する見積依頼対応方法であって、
(a)製品の購入希望者から該製品の見積依頼を受け付けるステップと、
(b)前記購入希望者の属性情報を含む各種情報を取得するステップと、
(c)前記見積依頼を前記製品の販売社の担当者に通知して前記属性情報を参照しながら見積作成を行わせるように、前記属性情報を用いた対応処理を行うステップと、
(d)前記担当者により作成された見積結果を前記購入希望者に回答するステップと、
 を含むことを要旨とする。
The quotation request response method of this disclosure is
A request for quotation response method for responding to a request for quotation for a product exhibited online, comprising:
(a) receiving a request for quotation of the product from a purchaser of the product;
(b) acquiring various information including attribute information of the purchaser;
(c) a step of performing a corresponding process using the attribute information so as to notify the person in charge of the sales company of the product of the request for quotation and create an estimate while referring to the attribute information;
(d) a step of replying to the prospective purchaser with the result of the quotation prepared by the person in charge;
The gist is to include
 本開示の見積依頼対応方法は、上述したマーケットシステムと同様に、販売社の担当者に、購入希望者の属性情報に応じた見積作成をより適切に行わせることができる。この見積依頼対応方法において、マーケットシステムの種々の態様を採用してもよいし、マーケットシステムの各機能を実現するようなステップを追加してもよい。 As with the market system described above, the quotation request response method of the present disclosure allows the person in charge at the sales company to more appropriately prepare quotations according to the attribute information of the purchaser. In this estimate request handling method, various aspects of the market system may be employed, and steps may be added to realize each function of the market system.
 本開示は、オンライン上のマーケットの技術分野に利用可能である。 This disclosure can be used in the technical field of the online market.
 10 設備導入支援システム、12 ネットワーク、20 管理サーバ、21,41,51 制御部、22 シミュレーション部、25,43,53 記憶部、27,46,56 通信部、28,48,58 入力部、29,49,59 表示部、30 モジュールDB、33 案件DB、35 ベンダDB、37 カスタマDB、40 ベンダ端末、50 カスタマ端末、60 製品紹介画面、61 製品画像表示欄、62 再生ボタン、63 仕様情報表示欄、65 見積依頼ボタン、66 見積取下ボタン、67 見積確認ボタン、68 再見積ボタン、70 新規見積依頼画面、71 見積対象表示欄、72 属性情報表示欄、73 見積依頼実行ボタン、74 ファイル添付ボタン、75 コメント入力ボタン、76 属性情報修正ボタン、77 戻るボタン、78,87 終了ボタン、80 見積対応画面、81 見積対象表示欄、82 詳細確認ボタン、83 属性情報表示欄、84 見積作成ボタン、85 受失注登録ボタン、86 再見積作成ボタン、MD モデル、MP マーケットプレイス、WS 作業システム。 10 equipment introduction support system, 12 network, 20 management server, 21, 41, 51 control unit, 22 simulation unit, 25, 43, 53 storage unit, 27, 46, 56 communication unit, 28, 48, 58 input unit, 29 , 49, 59 Display unit, 30 Module DB, 33 Item DB, 35 Vendor DB, 37 Customer DB, 40 Vendor terminal, 50 Customer terminal, 60 Product introduction screen, 61 Product image display column, 62 Playback button, 63 Specification information display 65 Quotation request button, 66 Quotation withdrawal button, 67 Quotation confirmation button, 68 Re-quote button, 70 New quotation request screen, 71 Quotation target display column, 72 Attribute information display column, 73 Quotation request execution button, 74 File attachment button, 75 Comment input button, 76 Attribute information correction button, 77 Return button, 78, 87 Exit button, 80 Quotation response screen, 81 Quotation target display field, 82 Confirm details button, 83 Attribute information display field, 84 Create quotation button, 85 Order registration button, 86 Re-estimate creation button, MD model, MP marketplace, WS work system.

Claims (5)

  1.  オンライン上に出品された製品の見積依頼に対応可能なマーケットシステムであって、
     製品の購入希望者から該製品の見積依頼を受け付ける依頼受付部と、
     前記購入希望者の属性情報を含む各種情報を取得する情報取得部と、
     前記見積依頼を前記製品の販売社の担当者に通知して前記属性情報を参照しながら見積作成を行わせるように、前記属性情報を用いた対応処理を行う対応処理部と、
     前記担当者により作成された見積結果を前記購入希望者に回答する結果回答部と、
     を備えるマーケットシステム。
    A market system capable of responding to requests for quotations for products exhibited online,
    a request reception unit that receives a request for quotation of the product from a purchaser of the product;
    an information acquisition unit that acquires various types of information including the attribute information of the purchaser;
    a response processing unit that performs response processing using the attribute information so as to notify the person in charge of the sales company of the product of the request for quotation and create a quotation while referring to the attribute information;
    a result answering unit for answering the purchase applicant with the quotation result prepared by the person in charge;
    A market system with
  2.  請求項1に記載のマーケットシステムであって、
     前記情報取得部は、前記販売社の複数の前記担当者について前記見積依頼の通知先の設定有無を含む属性情報を取得し、
     前記対応処理部は、前記対応処理として、前記見積依頼を前記通知先に設定された1以上の前記担当者に通知する
     マーケットシステム。
    A market system according to claim 1, comprising:
    The information acquisition unit acquires attribute information including whether or not a notification destination of the quotation request is set for the plurality of persons in charge of the sales company,
    The market system, wherein the response processing unit notifies the one or more persons in charge set as the notification destinations of the request for quotation as the response processing.
  3.  請求項1または2に記載のマーケットシステムであって、
     前記情報取得部は、前記購入希望者の属性情報として該購入希望者の勤務地の情報を取得すると共に、前記販売社の複数の前記担当者の勤務地の情報を含む属性情報を取得し、
     前記対応処理部は、前記対応処理として、勤務地が前記購入希望者の勤務地に対応する前記担当者を選定して前記見積依頼を通知する
     マーケットシステム。
    A market system according to claim 1 or 2,
    The information acquisition unit acquires information on the place of work of the prospective purchaser as the attribute information of the prospective purchaser, and acquires attribute information including information on the places of work of the plurality of persons in charge of the sales company,
    In the market system, the correspondence processing unit selects the person in charge whose work location corresponds to the work location of the purchase applicant and notifies the quotation request as the correspondence processing.
  4.  請求項1ないし3のいずれか1項に記載のマーケットシステムであって、
     前記依頼受付部は、前記見積結果に対する再見積依頼を前記購入希望者から受け付け可能であり、
     前記対応処理部は、前記対応処理として、前記購入希望者からの前記再見積依頼を該購入希望者への以前の見積作成を行った1以上の前記担当者に通知する
     マーケットシステム。
    A market system according to any one of claims 1 to 3,
    The request receiving unit is capable of receiving a request for a re-estimation for the result of the estimate from the purchaser,
    The response processing unit notifies, as the response process, the request for re-estimation from the prospective purchaser to one or more of the persons in charge who previously created the estimate for the prospective purchaser.
  5.  オンライン上に出品された製品の見積依頼に対応する見積依頼対応方法であって、
    (a)製品の購入希望者から該製品の見積依頼を受け付けるステップと、
    (b)前記購入希望者の属性情報を含む各種情報を取得するステップと、
    (c)前記見積依頼を前記製品の販売社の担当者に通知して前記属性情報を参照しながら見積作成を行わせるように、前記属性情報を用いた対応処理を行うステップと、
    (d)前記担当者により作成された見積結果を前記購入希望者に回答するステップと、
     を含む見積依頼対応方法。
    A request for quotation response method for responding to a request for quotation for a product exhibited online, comprising:
    (a) receiving a request for quotation of the product from a purchaser of the product;
    (b) acquiring various information including attribute information of the purchaser;
    (c) a step of performing a corresponding process using the attribute information so as to notify the person in charge of the sales company of the product of the request for quotation and create an estimate while referring to the attribute information;
    (d) a step of replying to the prospective purchaser with the result of the quotation prepared by the person in charge;
    How the RFQ will be handled, including:
PCT/JP2021/039047 2021-10-22 2021-10-22 Market system and quotation request handling method WO2023067788A1 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
PCT/JP2021/039047 WO2023067788A1 (en) 2021-10-22 2021-10-22 Market system and quotation request handling method

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/JP2021/039047 WO2023067788A1 (en) 2021-10-22 2021-10-22 Market system and quotation request handling method

Publications (1)

Publication Number Publication Date
WO2023067788A1 true WO2023067788A1 (en) 2023-04-27

Family

ID=86058032

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/JP2021/039047 WO2023067788A1 (en) 2021-10-22 2021-10-22 Market system and quotation request handling method

Country Status (1)

Country Link
WO (1) WO2023067788A1 (en)

Citations (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2000222465A (en) * 1999-02-02 2000-08-11 Sara:Kk Sales supporting device and recording medium for the device
JP2001014396A (en) * 1999-06-30 2001-01-19 Toppan Forms Co Ltd System and method for internet order, reception and ordering as to specific customer
JP2003108827A (en) * 2001-09-28 2003-04-11 Mazda Motor Corp Information processing method, information processing device, information processing program, and recording medium recording the same information processing program
JP2005215857A (en) * 2004-01-28 2005-08-11 Hitachi Ltd Resource assignment system for solution business
JP2009245101A (en) * 2008-03-31 2009-10-22 Yahoo Japan Corp Person-in-charge list management system

Patent Citations (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2000222465A (en) * 1999-02-02 2000-08-11 Sara:Kk Sales supporting device and recording medium for the device
JP2001014396A (en) * 1999-06-30 2001-01-19 Toppan Forms Co Ltd System and method for internet order, reception and ordering as to specific customer
JP2003108827A (en) * 2001-09-28 2003-04-11 Mazda Motor Corp Information processing method, information processing device, information processing program, and recording medium recording the same information processing program
JP2005215857A (en) * 2004-01-28 2005-08-11 Hitachi Ltd Resource assignment system for solution business
JP2009245101A (en) * 2008-03-31 2009-10-22 Yahoo Japan Corp Person-in-charge list management system

Similar Documents

Publication Publication Date Title
US8103557B2 (en) Online merchandising system, online catalog presenting method, server, computer program product, and computer data signal
US7263498B1 (en) Attaining product inventory groupings for sales in a group-buying environment
KR102011376B1 (en) Shopping mall operation management system
US7818082B2 (en) Method and apparatus for planning a manufacturing schedule using an adaptive learning process
US20080235147A1 (en) System and method for facilitation of shipping from multiple merchandise vendors
WO2004068297A2 (en) Method and apparatus for a selling service
WO2023067788A1 (en) Market system and quotation request handling method
US7979325B2 (en) Online merchandising system, server, estimation managing method, computer program product, and computer data signal
US20100235257A1 (en) Multimedia gift registry system
US20040039654A1 (en) Device and method for carrying out a remote e-business transaction
US20040260570A1 (en) Method and system for transfer of orders from an order management system to an electronic marketplace
KR20000054487A (en) Method and system of buying goods using estimates
JP6328314B1 (en) Electronic commerce integrated management system
JP2002074063A (en) Commodity buying and selling support method and server
KR20050083461A (en) Transaction method of goods using wireless terminal
JP2019021300A (en) Electronic commerce transaction integrated management system
JP2002259758A (en) Order production method for commodity with image
JP7346756B2 (en) Procurement management system, computer program for procurement management system, and control method for procurement management system
JP7079667B2 (en) Price competition promotion system, price competition promotion method and price competition promotion program
JP2003122963A (en) Arrangement work support system
JP6300248B1 (en) Electronic commerce integrated management system
JP2003030490A (en) System and method for production of lot-product after receiving order
JP2023159577A (en) Information processing apparatus, information processing method, and program
WO2020178975A1 (en) Facility introduction assisting system
JP2002128231A (en) Distribution control device, distribution control method and recording medium

Legal Events

Date Code Title Description
121 Ep: the epo has been informed by wipo that ep was designated in this application

Ref document number: 21961437

Country of ref document: EP

Kind code of ref document: A1

ENP Entry into the national phase

Ref document number: 2023554200

Country of ref document: JP

Kind code of ref document: A

NENP Non-entry into the national phase

Ref country code: DE