JPH0758495B2 - Visit record management system - Google Patents

Description

[Detailed Description of the Invention] [Outline] Regarding a visit record management system for assigning and managing a code to a customer, a sticker printed with a bar code or the like indicating a customer code is fixed to a building of the customer, or the customer When the diplomat visits the customer, the customer stores the customer's code read from the bar code together with the time and conducts a commercial transaction, and transmits the stored contents to the host. By collecting the customer's name and visit time together with the transaction information accurately and easily, the recording medium on which the customer identification code is recorded in a pre-readable form cannot be carried out and is used by the customer. It is attached to an object or stored by the customer, and the customer identification code is read from the recording medium using a portable terminal device, and at least the time when the code is read is read by the customer. It is configured to be stored in correspondence with the identification code and to be collected on the host side together with the negotiation information stored in the portable terminal device.

[Industrial application field]

The present invention relates to a visit record management system that manages a customer by assigning a code.

[Problems to be Solved by Conventional Techniques and Inventions]

Conventionally, a sales representative who conducts visiting commerce has a mobile terminal, goes out to a customer, and inputs a customer code and transaction contents in a key corresponding to a transaction such as an order or a deposit, and stores it in the mobile terminal. Then, after returning to the office, the stored transaction contents are transmitted to the host, and if there is a passbook or the like kept, it is collated with the ledger and recorded. In such a system, an input error of the customer destination code occurs, what time the diplomat visited the customer destination designated in advance at the start of the work, and in what order the designated customer destination was visited, There was a problem that it was not possible to accurately grasp whether or not a business transaction could not be carried out due to absence, or a customer could not be visited for some reason, and it was not possible to carry out efficient operation management of diplomatic personnel.

The present invention sticks a recording medium such as a bar code to a customer's building or stores it in the customer, and when the diplomat visits the customer, the recording medium is read using a portable terminal having a timer built-in, At the same time, the visit time is memorized, and the information is collected in the form of performing a commercial transaction and transmitting this series of data to the host after returning to the host, so that the customer's name, address, time of visit, order of visit and order details can be accurately and easily The purpose is to understand.

[Means for solving the problem]

 Means for solving the problems will be described with reference to FIG.

In FIG. 1, a recording medium 1 is a medium in which a customer code is recorded by a bar code or the like, and is fixed to a building of a customer or stored by the customer.

The portable terminal 2 is a portable reading device with a built-in timer that reads the recording medium 1 and stores a customer code and the like.

[Action]

As shown in FIG. 1, the present invention is a portable terminal brought by a diplomat when he or she places the recording medium 1 on a customer's building such as a front door, or stores it at the customer's place. 2, the customer code recorded on the recording medium 1 is read and stored, at the same time the time corresponding to the customer code is stored, the order contents from the customer are further stored, and after returning to the office, the series of data is transmitted to the host 4. . Customer information such as an address is stored in advance in the host 4, and the customer's name, address, visit time, and order details are collected by matching this with data from the mobile terminal.

Therefore, it is possible to accurately collect the customer name, customer address, time, and order contents visited by a sales representative, and it is possible to perform efficient out-of-town management.

〔Example〕

Next, the configuration and operation of one embodiment in which the present invention is applied to the cleaning industry will be sequentially described in detail with reference to FIGS. 1 to 8.

In FIG. 1, a recording medium 1 is a sticker (printing paper) on which a customer code (for example, a telephone number) is printed by using a bar code or the like, which is fixed to a customer's building such as an entrance or a gatepost or stored. It is what you get. By reading the customer code from the recording medium 1 using the mobile terminal 2, the customer name and time of the visit of the diplomat, and further reading from the known code book are stored by using the mobile terminal 2 such as the order contents. It becomes possible.

The mobile terminal (portable terminal device) 2 is an HHT (handheld terminal) having a built-in timer, etc., and is a recording medium that a sales representative carries with him and visits a customer, and is fixed at the entrance which is the customer's building. The customer code described in 1 is read and stored, and the same time is stored. Further, the contents of the publicly known codebook 3 corresponding to the order are read and stored.

Codebook 3 contains details of customer orders (name, quantity,
A series of deposit numbers, etc.) are read in advance in a readable form such as a bar code so that the portable terminal 2 can be used to read them.

Next, the operation of the configuration shown in FIG. 1 will be described.

In FIG. 1, the bar code 1 attached to the entrance of the customer is scanned. This is because at the same time when a sales representative visits a customer and scans the bar code 1 that has been affixed at the entrance in advance using the mobile terminal 2 as shown in the upper row, and reads the customer code. Means to remember.

Receives the "consignment" and inputs the product name, quantity, etc. from the code book 3 using a barcode. For urgent items, scan the urgent bar code after entering the quantity.

Enter the end barcode and output the receipt. Printing is performed by the printing mechanism to which the mobile terminal 2 is added, and this is handed to the customer.

Returns to the car, tags with the same number as the series of custody numbers that correspond to "checked items", goes to the next customer,
Repeat the work of.

As described above, the salesperson scans the recording medium 1 attached to the entrance of the customer who visits with the mobile terminal 2 and stores the customer code and the time of visit, and further stores a series of deposit numbers in the deposit. By adding a tag having the same number as that of 1., it becomes possible to accurately store the customer code, visit time, and order contents.

Next, the overall configuration and operation of the present invention will be described with reference to FIG.

In FIG. 2, a diplomat visits a customer with the mobile terminal 2 and scans the bar code 1 attached to the entrance of the customer as described and scans the customer code (for example, telephone number), Memorize visit time and order contents. After returning to the office, the portable terminal 2 is connected to the data transfer adapter 5 and the stored contents are transmitted to the host 4. The host 4 stores the sales representative (customer name, visit time, order contents, etc.) in the master file from the transmitted contents, and transmits the customer information such as the pre-entered address from the mobile terminal 2. The customer's code is searched, and the visit record of the sales representative is printed as shown in FIG. This makes it possible to prevent erroneous input of customer name, visit time, and order details when a sales representative visits a customer, and collect accurate information, especially visit time, to reduce the load on the sales representative. It is possible to level the work and improve the work efficiency.

The operation in the case of a new member will be described with reference to FIG.

In FIG. 3, the member code of the bar code 1 (recording medium, for new member reception) with the customer code is scanned. Then, the customer's name, address, telephone number, etc. are heard, and the customer code 7 is handwritten. Then, the consignment from the customer is received. After the work is completed, tags will be attached to the items in the car and the next customer will be visited. After returning to the office, the host 4 is made to read the customer code (including the new member customer reception code) stored in the mobile terminal 2, the visit time, and the order contents. Further, in the case of a new member, (1) the customer's name, address, and telephone number handwritten on the customer card 7 are keyed in.

(2) Create a customer code from the telephone number entered by key input.

(3) Replace the customer code created in (2) with the reception code for new members.

(4) Create the barcode 1. Then, when the customer visits a new customer next time, the created barcode 1 is attached.

Through the above processing, the barcode 1 is attached to the entrance of the newly visited customer's building.

The operation when the visited customer is away will be described with reference to FIG.

In FIG. 4, a salesperson scans the barcode 1 attached to the customer's front door with the mobile terminal 2.
As a result, the customer code is stored in the mobile terminal 2. After confirming the absence of the customer, enter the end code from the codebook. After returning to the office, the host 4 is made to read the contents.

FIG. 5 shows an example of a codebook. As described above, when the sales representative visits the customer, the information for entering the relevant product name, quantity, etc. is entered in advance by using the bar code in response to the customer's order. It is a thing. For example, when an order for cleaning three "Y-shirts" is received, the salesperson scans the code written using the bar code of the product name "Y-shirt" using the mobile terminal 2 and stores it. Next, scan "3" using a barcode on the quantity. As a result, as described above with reference to FIG. 1, the consigned item is received and the tag is attached. After returning to the office, the stored contents are transmitted to the host 4.

FIG. 6 shows an example of the visit records of diplomats. This is the customer code stored by scanning the barcode 1 pasted at the customer's entrance using the mobile terminal 2 in FIG. 1, the visit time, and the order book stored by scanning the codebook 3 stored in the host 4 This is a printed copy of one day's visit records of diplomats. Here, the customer name "AA
For "A", address "XX-XX", customer name "CCC", and address "XX-XX", we have received the consignment as shown. On the other hand, customer name "BBB", address “×× − ×
As for “×”, only the visit time “10:00” is recorded due to absence.

FIG. 7 shows an example of a visit management table. This is a summary of the time (visit time) that the representative "Fujitsu Taro" visited the customer on October 24th and October 25th. This visit time is stored for the first time when the salesperson carries the mobile terminal 2 and scans the barcode 1 attached to the entrance of the customer or the like, and the stored contents are read by the host 4 and tabulated. Is. Therefore, the customer name, customer address, and visit time listed in the visit management table in FIG. 7 cannot be arbitrarily entered by the diplomats, and are accurate. It is possible to allocate sales of employees and visit workload appropriately.

FIG. 8 shows an example of a deposit slip. This is automatically output when the customer inputs the end barcode from the code book.

In the above embodiments, the medium in which the bar code is recorded has been described, but it is also possible to use OCR or magnetic recording in addition to this, and various media can be used within the scope of the invention of the present application. it can. Also, the place where the medium is attached is not particularly limited, and can be attached to the place where the tenant name is described, for example, if the visited place is a building.

〔The invention's effect〕

As described above, according to the present invention, a recording medium having a bar code recorded thereon is fixedly attached to a customer's house or the like, and when the sales representative visits the customer's house, this is read using the mobile terminal 2. In addition to storing the date and time, or further storing the order contents, after returning to the office, these data are transmitted to the host 4 to collect information. Therefore, since the recording medium 1 in which the customer code is written is pasted on the entrance which is a customer building, the sales representative cannot input the customer code unless he or she visits the customer, and the customer code collected in the host 4 And the time of visit is accurate,
With reference to this, it is possible to perform appropriate allocation of visit work load and efficient outbound management.

[Brief description of drawings]

FIG. 1 is a configuration / operation explanatory view of one embodiment of the present invention, FIG. 2 is an overall configuration diagram of the present invention, FIGS. 3 and 4 are operation explanatory diagrams of one embodiment of the present invention, and FIG. An example of a codebook, FIG. 6 shows an example of a visit record of a sales representative, FIG. 7 shows an example of a visit management table, and FIG. 8 shows an example of a deposit slip. In the figure, 1 is a recording medium, 2 is a mobile terminal, 3 is a codebook, 4 is a host, and 5 is a data transfer adapter.

 ─────────────────────────────────────────────────── ─── Continuation of front page (72) Inventor Takamasa Saka 1015 Kamiodanaka, Nakahara-ku, Kawasaki City, Kanagawa Prefecture, Fujitsu Limited (72) Inventor Takashi Endo 1015, Kamedotachu, Nakahara-ku, Kawasaki City, Kanagawa Prefecture, Fujitsu Limited ( 56) References JP-A-61-265681 (JP, A) JP-A-61-199177 (JP, A) JP-A-63-138458 (JP, A)

Claims (3)

[Claims] 1. A system for managing a visit record by a customer identification code registered for each customer, wherein an identification body (1) in which the customer identification code is recorded in a pre-readable form is stored in the customer side so that it cannot be carried out. When the customer is visited, the customer identification code is read from the identifying body (1) using a portable terminal device (2) having a built-in timer, and the time information at the time of reading is corresponded to the customer identification code from the timer. When the visiting customer visitor collects the transaction information automatically, the portable terminal device (2) stores the transaction information, and the customer identification code and the time information are stored on the host (4) side. The visit record management system is characterized in that it is also collected at the time of collection. 2. The visit record management system according to claim 1, wherein the identifier (1) is attached to a building used by a customer. 3. The visit record management system according to claim 1, wherein the time information includes the date of the day of the visit.