JP2995163B2 - Business management device - Google Patents

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to an apparatus for managing visits to customers in the field of pharmaceutical and other merchandise placement and sales.

[0002]

2. Description of the Related Art In the field of drug placement and sales, a medicine box containing several kinds of drugs having various effects is conventionally deposited in a customer's house, and after a certain period of time, a sales representative has a customer's home. And a customer is paid from the medicine box for the medicine used by the customer.

[0003] In such a system, the medicine deposited at the customer's home and the item and quantity of the medicine used by the customer, etc.
Conventionally, so-called arranged medicine data has been recorded in a ledger called a hanging book, but recently, a method of recording and managing the data using a computer has been adopted.

[0004] On the other hand, since the management of medicines in the medicine box kept at the customer's house is left to the sales person visiting the customer's house, various management operations relating to the type, quantity, placement deadline, etc. of the medicines are performed. Are all performed by each sales representative.

[0005] In addition, since the date of visit to the customer's home and the schedule are also left to the judgment of the sales representative, each sales representative can determine the customer based on various data on the customer acquired through experience. They are visiting according to their home days and hours.

[0006] New sales medicine data and customer data obtained when the sales representative visits the customer's home are:
The information is entered into a computer provided at the sales office to which the salesperson belongs, and is managed comprehensively.

[0007] Further, in such a field of drug placement and sales, as a method of managing the business condition of a sales representative, a daily report or the like described and submitted by the sales representative in daily work has been conventionally used. A method is adopted in which the general manager views and gives instructions as appropriate according to each sales representative.

On the other hand, as an apparatus for centrally managing the sales activities and negotiation contents of a plurality of sales persons, Japanese Patent Laid-Open Publication No.
Japanese Patent No. 30830 discloses a sales status display management device. According to this sales status display management device, not only can the current sales activities and the contents of negotiations and negotiation times of a plurality of sales representatives be grasped at a glance in real time, but also for each sales representative or for all sales representatives. Desired business results such as the sales activity status of the salesperson can be tabulated at a glance.

[0009]

SUMMARY OF THE INVENTION In the case of daily report management in the field of pharmaceutical placement and sales, there is a possibility that the sales staff may differ in the way of recording, omission of recording or false description. For this reason, it is difficult for the supervisor to accurately grasp the business contents of each sales representative. Further, in the case of data recorded in the daily report, it is difficult to compile and quantitatively grasp the contents of business of each salesperson, and thus cannot be used for future business activities.

[0010] Furthermore, each salesperson creates a daily report that records the contents of the business during the interval between business operations, during breaks, or after one day's business is completed. And is hindering the original sales activities.

On the other hand, in the case of the sales status display management device disclosed in Japanese Patent Application Laid-Open No. H08-30830, negotiation time at the customer is managed in real time, and the content of the negotiation at the customer is selectively displayed. Although it is possible to do so, there is no means to manage the products placed at the customer in advance. Therefore, even if it is used, for example, in the field of drug placement and sales, the effect on business management is extremely low.

[0012] Accordingly, the problem to be solved by the present invention is to improve the efficiency of the business by accurately grasping the business contents of the sales rep, and to reduce the burden on the sales rep. It is to provide a management device.

[0013]

In order to solve the above-mentioned problems, the present invention relates to a business management device for managing the business contents of a sales clerk performing a customer visit business, wherein the sales clerk is located at the customer's home. Business start time recording means for recording the time of arrival and start of business, product data recording means for recording product data arranged at the customer's home, and the salesperson ends the business and leaves the customer's home The product data recording apparatus, comprising: an exit time recording unit that records the time when the product data is recorded; a visit recording unit that records the fact of visiting the customer's home; and an output unit that outputs data recorded in each of the recording units. As an input device to the means, comprises a bar code reader that reads a bar code attached to the product, the visit recording means,
The visit fact of the customer's house is recorded based on a barcode reading operation of the commodity by a barcode reader of the commodity data recording means.

A salesperson carrying out a customer visiting business carries the business management device of the present invention during a sales activity, and records the time when the salesperson arrives at the customer's home and starts the business. Means, and at the customer's house, the product data arranged there is recorded in the product data recording means, and when the work is completed and the customer leaves, the time is automatically recorded in the exit time recording means. I do.

Further, by reading the barcode of the arranged product by the barcode reader of the product data recording means,
The type and number of the arranged products can be identified, and the visit fact of the customer's home is recorded. At present, most products are provided with barcodes, which can be used as identification means, and reading by a barcode reader is quick, so input work to product data recording means can be made much more efficient. Can be.

[0016] Since the recording data of each recording means can be output by the output means, the supervisor or the like can accurately grasp the business contents of the salesperson by looking at these recording data. Can be. In this case, as the output means, a printer that prints print data on paper, a liquid crystal screen that displays print data, or the like can be used.

As described above, when the salesperson visits the customer's home to perform business activities such as business activities, the business management device of the present invention records the business start time, product data, and exit time, as well as the time of the visit. The fact is also recorded at the same time when the placed product is actually read on site with a barcode reader,
Since recording data can be output as needed,
The general manager can accurately understand the business contents of each salesperson. In particular, since the report of the fact of visits is highly reliable, omissions and the like are surely prevented.

Further, in the business management device according to the present invention, the data recorded in the commodity data recording means includes a commodity name, a commodity quantity,
It can be configured to include any one or more of the following: product price, effect, manufacturer name, selling price, discount amount, placement period, expiration date, and expiration date. In this configuration, by recording data relating to the product in the product data recording means, the product placed at the customer's home can be managed accurately, which can contribute to the efficiency of work.

[0019]

Embodiments of the present invention will be described below with reference to the drawings. FIG. 1 is a perspective view showing a business management device according to an embodiment of the present invention, FIG. 2 is a flowchart showing a procedure for performing a customer visiting business using the business management device, and FIG. 3 is a display screen of the business management device. FIG. 3 is a front view showing an example of FIG.

The business management device 10 of the present embodiment is composed of a main unit 1
Inside 2, a clock function, business start time recording means for recording the time at which the sales representative arrived at the customer's home and started the business, and product data recording means for recording product data arranged at the customer's home A leaving time recording means for recording the time at which the sales representative has finished the business and left the customer's home, and as an output means for outputting the recording data of these recording means, as shown in FIG. 14. Printer 16
Is provided.

The main body 12 includes a barcode scanner 20, an input pen 22, and a key operation unit 24.
2 has a PC card 18 built therein. And
The operation management apparatus 10 is operated by pressing each key of the key operation unit 24 or pressing a predetermined portion of the liquid crystal panel 14 with the input pen 22.

Here, with reference to FIGS. 2 and 3, a description will be given of a procedure in the case where a sales representative performs a customer visiting business.

As shown in FIG. 3, the sales representative visits the customer according to the visit schedule 26 displayed on the liquid crystal panel 14 based on the data input in advance.

The salesperson leaves the business office with the business management device 10 (50), and after visiting the customer's home (5)
1), it is confirmed whether or not the person is at home (52). If not, the absence button 28 of the liquid crystal panel 14 is pressed with the input pen 22 to turn it on (54), and then the movement to the next customer home is started (55). In this case, the absence of the customer's house is recorded in the visit recording means in the main body 12.

When the user is at home, when the home button 30 on the liquid crystal panel 14 is pressed and turned on with the input pen 22 (56), the time is set as the time at which the salesperson arrives at the customer's home and starts work. It is recorded in time recording means.

At the customer's house, as shown in FIG. 4, when the bar code 33 attached to the medicine box 32 arranged in advance is read by the bar code scanner 20 (57), the medicine box 32 is arranged as shown in FIG. Product data 35 such as the product name, unit price, number of arrangements, and number of products used are displayed on the liquid crystal panel 14. The fact that the customer has visited the customer's home is recorded in the visit recording means in the main body 12 by the operation of reading the barcode 33 attached to the medicine box 32 with the barcode scanner 20.

Next, when all the bar codes 35 attached to the products 34 in the medicine box 32 are read by the bar code scanner 20 (58), the number of products used, the price and the like are calculated by the computer in the main body 12. Then, if necessary, the printer 16 can issue the recording paper 38 such as a balance sheet and a receipt (59). Thereafter, the barcode scanner 20 reads all of the barcodes of the newly arranged products (60), so that the main body 12 is read as new product data.
Record within.

When the work at the customer's home is completed, the home button 30 on the liquid crystal panel 14 is turned off by pressing the input pen 22.
After (61), the customer leaves the house. In this case, the time at which the home button 30 is turned off by pressing with the input pen 22 is recorded in the exit time recording means in the main body 12 as the exit time. After leaving the customer's house, a predetermined operation is performed to display the visit schedule 26 on the liquid crystal panel 14,
In accordance with this, the transfer to the next customer's house is started (63).

According to the visit schedule input in advance, the salesperson who has completed the day's work returns to the sales office (6).
4) The data is transferred from the business management device 10 to the tallying computer 39 installed in the sales office (6).
5). Various data recorded in the task management apparatus 10 can be displayed on the liquid crystal panel 14 or output from the printer 16 in the form of a form.

As shown in FIG. 6, the data transfer can be executed by loading the PC card 18 removed from the main body 12 of the business management device 10 into the card throttle 41 and performing a predetermined operation by the computer 39. . When the data transfer is completed, press the eject button 42 and
Remove the PC card 18. When all of these operations are completed, the salesperson processes cash, commodities, and the like in accordance with a predetermined rule (66), thereby completing the day's work (67).

As the data transfer means, in addition to the PC card 18, infrared communication, LAN connection, optical fiber cable (dedicated line), general telephone line, Internet, personal computer communication and the like can be adopted.

On the other hand, since the record data of the business management device 10 used by each salesperson is collected in the computer 39, the data is totaled from various viewpoints and displayed on the screen 43 or output as various forms from the printer 40. can do.

FIGS. 7 to 10 show examples of forms output from the printer 40. FIG. 7 is a daily travel efficiency report, FIG. 8 is a visit efficiency table, FIG. 10 shows the required time monthly report

The daily travel efficiency report shown in FIG. 7 shows the number of visited customers,
It shows the time required, travel time, etc. for each house, and this enables each salesperson to find the relationship between the time required, travel time, etc., and the sales results. For example, It is possible to discriminate between a sales person who has made a large sales result in a short time and a sales person who has made only a small sales result in a long time. Therefore, it is easy to compare the sales results among the sales staff, and it is possible to contribute to improvement of work efficiency, planability, and the like.

The visit efficiency table shown in FIG. 8 shows, for each sales representative, the number of visiting houses and the probability of absence / at-home of customers for each month in the past year. The customer occupation rate can be used to understand customer occupation patterns, and the sales rep status of each sales representative can be checked, whether there is a plan, and irregularities in behavior. It will be easier to make measures and work plans for the next fiscal year.

Next, the time-based visit result totaling table shown in FIG. 9 shows the number of visits per hour and business results per week, and the totaling result of these data for one month for each sales person. Thus, it is possible to grasp which time zone has the highest work efficiency and the highest productivity when viewed in units of one hour. Therefore, these data can be used as indicators of future sales activity,
Based on these, it is also possible to know business results, productivity, and the like on a company basis and on a regional basis.

On the other hand, the required time monthly report shown in FIG. 10 categorizes the required time spent by each salesperson to serve customers with a unit of 5 minutes, and shows the sales results for each required time.
This allows us to understand how much time is spent on customer service and what kind of sales results will be obtained, and how many minutes are the most efficient customer service hours. Can be. In addition, by comparing data between salespeople with good sales performance and salespeople who do not, the relationship between sales performance and productivity can be found. Furthermore, inexperienced salespeople can improve business efficiency by referring to data of salespeople with excellent sales results.

As described above, when the salesperson visits the customer's home and conducts business activities, the business management device 10
Can record the arrival time at the customer's house, the exit time, the product data, etc., and can output various data recorded in the business management device 10 as necessary, The data can be transferred to the computer 39 via the computer 39 and tabulated and output in various forms. Therefore, the general manager can accurately grasp the business contents of each salesperson and improve the work efficiency. it can. Also,
Since the salesperson can save the trouble of creating a daily report by hand, it is possible to reduce the work load.

Further, since it is possible to accurately grasp the business execution status and sales activity patterns of sales representatives with excellent sales performance, it is possible to refer to the sales activities of other sales representatives. In addition, it is possible to improve the level of all the sales representatives.

Further, in the business management device 10 of the present embodiment, in addition to the product name, the product quantity, the product list price, the effect, the manufacturer name, the selling price, the discount amount, By including the placement deadline and the like, the products placed at the customer's house can be managed more accurately, which can contribute to the efficiency of work.

In this embodiment, the business management device 10
Has been described in the case of using in the field of drug distribution, but the business management device of the present invention is not limited to use in this field, so it is widely used in the field of other merchandise sales. be able to.

[0042]

According to the present invention, the following effects can be obtained.

(1) Business start time recording means for recording the time at which a salesperson arrives at a customer's home and starts business, product data recording means for recording product data arranged at a customer's home, Exit time recording means for recording the time at which the user has finished the business and exited from the customer's home, and visit recording means for recording the fact of visiting the customer's home by reading the barcode of the arranged product, The provision of the output means for outputting the recording data of the recording means enables the sales rep to record the business start time, exit time, product data, and visit facts of the sales rep, and output it as necessary. It is possible to accurately grasp the contents of the work, improve the efficiency of the work, and reduce the work load on the sales staff. In addition, since the visit fact can be reliably recorded and checked using the recorded data output from the output unit,
It is possible to prevent missed visits.

(2) By using a bar code reader for reading a bar code attached to a product as an input device to the product data recording means, the input operation to the product data recording means can be made much more efficient. .

(3) The data to be recorded in the commodity data recording means includes any one or more of a commodity name, a commodity quantity, a commodity price, an effect, a manufacturer name, a selling price, a discount amount, and a placement deadline. It is possible to accurately manage the products placed at the customer's home, and to contribute to the efficiency of work.

[Brief description of the drawings]

FIG. 1 is a perspective view showing a task management device according to an embodiment of the present invention.

FIG. 2 is a flowchart illustrating a procedure for performing a customer visiting business using the business management device.

FIG. 3 is a front view showing an example of a display screen of the task management device of FIG.

FIG. 4 is a perspective view showing a use state of the task management device of FIG. 1;

FIG. 5 is a front view showing an example of a display screen of the task management device of FIG. 1;

FIG. 6 is a front view showing a computer for data collection.

FIG. 7 is a diagram showing an output form by the computer of FIG. 6;

8 is a diagram showing an output form by the computer of FIG. 6;

FIG. 9 is a diagram showing an output form by the computer of FIG. 6;

FIG. 10 is a diagram showing an output form by the computer of FIG. 6;

[Explanation of symbols]

 DESCRIPTION OF SYMBOLS 10 Business management apparatus 12 Main body 14 Liquid crystal panel 16 Printer 18 PC card 20 Barcode scanner 22 Input pen 24 Key operation part 26 Visit schedule 26 Absence button 30 Home button 32 Medicine box 33 Barcode 34 Product 35 Barcode 38 Recording paper 39 Computer 41 Card throttle 42 Eject button

Claims (2)

(57) [Claims] 1. A business management device for managing the business contents of a sales representative who performs a customer visiting business, wherein a business start time record for recording the time when the sales representative arrives at the customer's home and starts the business. Means, merchandise data recording means for recording merchandise data arranged in the customer's home, exit time recording means for recording the time at which the salesperson has finished work and exited the customer's home, and Visit recording means for recording the fact of visit, and output means for outputting data recorded in each of the recording means, as an input device to the commodity data recording means, a bar code attached to the commodity A bar code reader for reading, wherein the visit recording means visits the customer's home based on a bar code reading operation of the product by the bar code reader of the product data recording means. Service management apparatus characterized by recording the actual. 2. The data recorded in the commodity data recording means is any one of a commodity name, a commodity quantity, a commodity price, an effect, a manufacturer name, a selling price, a discount amount, an arrangement expiration date, a use expiration date, and an expiration date. 2. The business management device according to claim 1, wherein the business management device includes a plurality.