Unit price estimation management device, method for managing estimation of unit price, and unit price estimation management program

Abstract

To provide a unit price estimation management device, a method for managing the estimation of a unit price, and a unit price estimation management program which can provide correct overhead costs at the time of an estimation.SOLUTION: In a unit price estimation management device 100, a detection unit 102g of a control unit 102 detects overhead costs which fit input estimation information with reference to a storage unit 106 which stores overhead costs generated every time a commercial distribution is done, a deemed cost calculation unit 102f calculates an overhead cost unit price obtained by adding shipping overhead costs and arrival overhead costs in the overhead costs detected by the detection unit 102g, and a screen display control unit 102e output-controls the calculated overhead costs unit time.SELECTED DRAWING: Figure 1

Description

[Technical field]

[0001] The present invention relates to a unit price estimate management device, a unit price estimate management method, and a unit price estimate management program. [Background technology]

[0002] The maintenance cost prediction program disclosed in Patent Document 1 (JP 2023-075555 A) includes an information acquisition unit, a search device connected to the information acquisition unit, and a database connected to the search device. The program acquires equipment data from the equipment to be maintained, and predicts the maintenance cost based on the reference equipment data acquired from the equipment in the past and the degree of correlation with the maintenance cost of three or more levels, based on the reference equipment data corresponding to the acquired equipment data.

[0003] This makes it possible to predict maintenance costs for various facilities such as electricity, gas, and water without relying on human labor, even if you do not have any special skills or experience. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Patent Publication No. 2023-075555 Summary of the Invention [Problem to be solved by the invention]

[0005] For example, chemical trading companies often carry out direct shipping transactions in which products are directly transported from the supplier who purchases the products to the customer who sells them. In such direct shipping transactions, since it is difficult to record expenses and freight at the time of order receipt, expenses and freight are recorded at the time of recording the estimate. However, the amounts of expenses and freight at the time of the estimate can be uncertain, resulting in unprofitability and often causing inconvenience in not achieving the expected gross profit.

[0006] The present invention has been made in consideration of the above-mentioned problems, and has an object to provide a unit price estimate management device, a unit price estimate management method, and a unit price estimate management program that are capable of providing accurate expenses at the time of estimation. [Means for solving the problem]

[0007] In order to solve the above-mentioned problems, the unit price estimation management device of the present invention has a detection unit that refers to a memory unit that stores various expenses incurred each time a product is distributed and detects various expenses that match the input estimate information, an assumed expense calculation unit that calculates an various expense unit price by adding together shipping expenses and receiving expenses included in the detected various expenses, and an output control unit that controls the output of the calculated various expense unit price.

[0008] In addition, the unit price estimate management method of the present invention includes a detection step in which a detection unit refers to a memory unit that stores various expenses incurred each time a product is distributed and detects various expenses that match the input estimate information, an deemed expense calculation step in which an deemed expense calculation unit calculates an various expense unit price by adding together shipping expenses and receiving expenses included in the detected various expenses, and an output control step in which an output control unit controls the output of the calculated various expense unit price.

[0009] In addition, the unit price estimate management program of the present invention causes the computer to function as a detection unit that refers to a memory unit that stores various expenses incurred each time a product is distributed and detects various expenses that match the input estimate information, an assumed expense calculation unit that calculates an various expense unit price by adding together the shipping various expenses and receiving various expenses included in the detected various expenses, and an output control unit that controls the output of the calculated various expense unit price. Effect of the Invention

[0010] The present invention can provide accurate overhead costs at the time of quote. [Brief description of the drawings]

[0011] [Figure 1] FIG. 1 is a block diagram showing an example of a unit price estimate management device according to the present embodiment. [Diagram 2] FIG. 2 is a diagram showing an update matrix which is a pattern of the master update process. [Diagram 3] FIG. 3 is a flowchart for explaining an outline of the overall processing flow of the control unit of the unit price estimate management device. [Figure 4] FIG. 4 is a diagram showing an example of sample data for explaining a specific example of processing by the control unit of the unit price estimate management device. [Diagram 5] FIG. 5 is a diagram showing an example of sample data for explaining a specific example of processing by the control unit of the unit price estimate management device. [Figure 6] FIG. 6 is a diagram showing an example of sample data for explaining a specific example of the processing of the control unit of the unit price estimate management device. [Figure 7] FIG. 7 is a diagram showing an example of sample data for explaining a specific example of the processing of the control unit of the unit price estimate management device. [Figure 8] FIG. 8 is a diagram showing an example of sample data for explaining a specific example of the processing of the control unit of the unit price estimate management device. [Figure 9] FIG. 9 is a diagram showing an example of sample data for explaining a specific example of the processing of the control unit of the unit price estimate management device. [Figure 10] FIG. 10 is a diagram showing an example of sample data for explaining a specific example of the processing of the control unit of the unit price estimate management device. [Figure 11] FIG. 11 is a diagram showing an example of sample data for explaining a specific example of the processing of the control unit of the unit price estimate management device. [Figure 12] FIG. 12 is a diagram showing an example of sample data for explaining a specific example of the processing of the control unit of the unit price estimate management apparatus. [Figure 13] FIG. 13 is a diagram showing an example of sample data for explaining a specific example of the processing of the control unit of the unit price estimate management apparatus. [Figure 14] FIG. 14 is a diagram illustrating an example of the transaction classification master. [Figure 15] FIG. 15 is a diagram illustrating an example of the product master. [Figure 16]FIG. 16 is a diagram illustrating an example of the deemed expense unit price master. [Figure 17] FIG. 17 shows the expenses input screen in which the transaction category "direct delivery" has been entered. [Figure 18] FIG. 18 shows the miscellaneous expenses input screen in a state in which the transaction category "warehouse output" has been entered. [Figure 19] FIG. 19 shows the expenses input screen in a state in which the transaction category "warehousing" has been entered. [Figure 20] FIG. 20 is a diagram showing an example of the estimate input screen. [Figure 21] FIG. 21 is a diagram showing an example of a details screen of the estimate input screen. [Figure 22] FIG. 22 is a diagram for explaining various expenses that are read out from the deemed expense unit price master when the transaction category of "warehouse output" is input. [Figure 23] FIG. 23 is a diagram for explaining the calculation and display operations of the gross profit unit price and gross profit amount when the transaction category "warehouse output" is input. [Figure 24] FIG. 24 is a diagram showing another example of the estimate input screen. [Diagram 25] FIG. 25 is a diagram showing another example of the details screen of the estimate input screen. [Figure 26] FIG. 26 is a diagram for explaining various expenses that are read out from the deemed expense unit price master when the transaction category of "direct delivery" is entered. [Figure 27] FIG. 27 is a diagram for explaining the calculation and display operations of the gross profit unit price and gross profit amount when the transaction category "direct delivery" is entered. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0012] DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS Hereinafter, an embodiment of the present invention will be described in detail with reference to the drawings. However, the present invention is not limited to the following embodiment.

[0013] [overview] For example, when making unit price estimates, sales representatives were doing the estimate work outside the system and in a wide range of ways, such as using Excel, email, and phone, so managers were not able to grasp the status of unit price estimates. As a result, prices were determined in a way that the managers did not intend, leading to lost profit opportunities.

[0014] In addition, the results of the contract were circulated in writing, and the information system staff registered various master data separately, which led to mistakes in registering master data and time lags. As a result, the master data was not created when the office staff wanted to register it, and there were many mistakes when inputting data each time.

[0015] In this embodiment, a sales representative registers a unit price estimate for a customer etc. by inputting an estimate, and then a superior approves it. Based on the contents of the registered estimate, each unit price master (product unit price master by customer, product unit price master by customer delivery destination, product unit price master by customer supplier, product unit price master by customer delivery destination supplier) and a route master are created.

[0016] This allows the contract details to be registered as quotation information, allowing for centralized management and sharing of quotation information, and since unit price master data is automatically created after approval, it is possible to streamline unit price quotation operations.In addition, since the unit price master data to be updated is automatically allocated and registered based on the registration information of one quotation, not only is the registration of unit price master data more efficient, but the approved quotation information is reflected, making it possible to strengthen control and streamline operations overall, including input by administrative staff.

[0017] Also, for example, in chemical trading companies, where direct shipping is common, expenses (advance interest) and freight are often recorded as cost of sales. However, since it is difficult to record expenses and freight at the time of receiving an order, an estimate that records expenses and freight at the time of recording the estimate may be unprofitable, resulting in the inconvenience of not being able to obtain the predicted gross profit. For this reason, the unit price estimate management device of the embodiment registers expenses and freight that do not exist in the unit price master described above, making it possible to detect unprofitable estimates at the time of recording (operation to prevent recording of unprofitable estimates due to prediction of deemed expenses and freight).

[0018] In the following explanation, "quotation category" and "transaction category" are synonymous.

[0019] [composition] 1 is a block diagram of a unit price estimate management device 100 according to an embodiment. The unit price estimate management device 100 may be, for example, a workstation or a commercially available desktop personal computer.

[0020] The unit price estimate management device 100 comprises a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. The units comprised in the unit price estimate management device 100 are connected to each other so as to be able to communicate with each other via any communication path.

[0021] The communication interface unit 104 communicatively connects the unit price estimate management device 100 to the network 300 via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with other devices via the communication line. Here, the network 300 has a function of connecting the unit price estimate management device 100, the server 200, the sales representative terminals 410..., and the sales manager terminals 420... so that they can communicate with each other, and is, for example, the Internet or a LAN (Local Area Network). As a result, the communication interface unit 104 is configured to be able to communicate data with the server 200 via the network 300.

[0022] The sales staff terminals 410 . . . are terminals used by staff in the sales department, and are configured to be able to access the unit price estimate management apparatus 100 .

[0023] The sales manager terminals 420 . . . are terminals used by managers of the sales department, and are configured to be able to access the unit price estimate management device 100 .

[0024] An input device 112 and an output device 114 are connected to the input / output interface unit 108. The output device 114 may be a monitor device (including a home television: an example of a display unit), a speaker, or a printer. The input device 112 may be a keyboard, a mouse device, a microphone, or a monitor device that cooperates with the mouse device to realize a pointing device function. In the following, the output device 114 may be referred to as the monitor 114, and the input device 112 may be referred to as the keyboard 112 or the mouse 112.

[0025] Various databases, tables, files, etc. are stored in the storage unit 106. Computer programs for cooperating with an OS (Operating System) to give instructions to a CPU (Central Processing Unit) to perform various processes are recorded in the storage unit 106. For example, memory devices such as RAM (Random Access Memory) and ROM (Read Only Memory), fixed disk devices such as hard disks, flexible disks, optical disks, etc. can be used as the storage unit 106.

[0026] The storage unit 106 also includes a temporary master 106a, a customer-specific product price master 106b, a customer-specific product price master 106c, a customer-specific product price master 106d, a customer-specific product price master 106e, a route master 106f, and an estimate data file 106g. The customer-specific product price master 106b, the customer-specific product price master 106c, the customer-specific product price master 106d, and the customer-specific product price master 106e are collectively referred to as the "unit price master."

[0027] The temporary master 106a is a master for updating the unit price master, and can be composed of, for example, a table in which quotation number, line number, quotation category (inventory quotation, direct delivery quotation), customer, delivery destination, supplier, application start date, application end date, immediate reflection flag in master after approval, product, quantity, and unit price are associated and registered.

[0028] The customer-specific product unit price master 106b can be configured as a table or the like in which the customer, application start date, application end date, product, quantity, and unit price are registered in association with each other.

[0029] The customer delivery destination-specific product unit price master 106c can be configured as a table or the like in which the customer, delivery destination, application start date, application end date, product, quantity, and unit price are registered in association with each other.

[0030] The customer / supplier-specific product unit price master 106d can be configured as a table or the like in which the customer, supplier, application start date, application end date, product, quantity, and unit price are registered in association with each other.

[0031] The customer / delivery / supplier-specific product unit price master 106e can be configured as a table or the like in which customer, delivery destination, supplier, application start date, application end date, product, quantity, and unit price are registered in association with each other.

[0032] The route master 106f is a master for managing the flow of trade, and can be configured with a table or the like in which customers, delivery destinations, suppliers, and products are registered in association with each other.

[0033] The quotation data file 106g is a table for storing quotation information. The quotation information may include a quotation number, a line number, a quotation category (stock quotation, direct delivery quotation), a business establishment, a quotation date, a planned order date, a planned sales date, a person in charge, a customer, a delivery destination, a supplier, a unit price update category that specifies whether or not to update the temporary master 106a (unit price master) (0: do not update, 1: update), an application start date, an application end date, an approval post-master immediate reflection flag, a product, a quantity, a unit price, an amount, and a description of the details.

[0034] The timing of updating the unit price master can be selected with the Immediately Reflected After Approval flag, either immediately after approval or at any time. If the Immediately Reflected After Approval flag is set to "Immediately reflected", the unit price master is updated immediately after approval, and if it is set to "Do not immediately reflect", the unit price master is updated at any time.

[0035] The storage unit 106 also includes a transaction category master 106k, a deemed expense unit price master 106m, and a product master 106p.

[0036] The transaction category master 106k includes a data category, a transaction category number, and a transaction category name (= quotation category name) as shown in Fig. 14. The data category indicates whether the transaction data is data on receiving an order for a product or data on placing an order for a product, and is input as "received order" or "ordered".

[0037] The transaction category name indicates the transaction type of the product. "Warehouse out" is a transaction type in which the product is transported from the company's warehouse to the customer, and the transaction category number is set to, for example, "1." "Direct delivery" is a transaction type in which the product is directly transported from the supplier who purchases the product to the customer, and the transaction category number is set to, for example, "2." "Warehouse order" is a transaction type in which the product is brought from the supplier to the company's warehouse, and the transaction category number is set to, for example, "4."

[0038] As shown in FIG. 15, the product master 106p includes a product code of the product being traded and a main supplier code indicating the main supplier of the product.

[0039] The deemed expense unit price master 106m registers various expenses incurred in past business transactions, and includes a number, a business code, a customer code, a product code, a supplier code, an application start date, a transaction category (= an estimate category), and various expenses.

[0040] The application start date indicates the date from which the expenses start to be applied, and is usually the date on which the actual transaction was carried out. As expenses, shipping expenses (shipping charges and shipping expenses) and receiving expenses (receiving charges and receiving expenses) are registered as examples. The transaction category is the transaction type when the transaction was carried out, and is registered as "2: Direct delivery", "1: Warehouse departure" or "4: Warehouse entry" as mentioned above.

[0041] The control unit 102 is a CPU or the like that performs overall control of the unit price estimate management device 100. The control unit 102 has an internal memory for storing control programs such as an OS (operating system), programs (such as a unit price estimate management program) that define various processing procedures, and required data, and executes various types of information processing based on these stored programs.

[0042] The control unit 102 is configured to be able to access the provisional master 106a, the customer-specific product unit price master 106b, the customer-delivery-specific product unit price master 106c, the customer-supplier-specific product unit price master 106d, the customer-delivery-specific product unit price master 106e, the route master 106f, the quotation data file 106g, the transaction category master 106k, the deemed expense unit price master 106m, and the product master 106p, which are stored in the storage unit 106. These masters or files may be provided in other locations (for example, the server 200) as long as they are accessible by the control unit 102.

[0043] The control unit 102 operates based on the unit price estimate management program, and functions as a unit price estimate input unit 102a, a workflow processing unit 102b, an approval processing unit 102c, a master update unit 102d, a screen display control unit 102e, a deemed expense calculation unit 102f, and a detection unit 102g. The screen display control unit 102e is an example of an output control unit.

[0044] In the description of this embodiment, the screen display control unit 102e is described as displaying quotation information and the like via the output device 114, which is a monitor device. However, the output control unit may also supply print information, such as quotation information, to a printer, which is an example of an output device, for printing.

[0045] The unit price estimate input unit 102a provides an estimate input screen in response to access from the sales representative terminal 410, and inputs estimate information including estimate number, estimate date, expected order date, expected sales date, customer, delivery destination, supplier, application start date, product, quantity, unit price, and amount in response to the sales representative's operation on the estimate input screen at the sales representative terminal 410, and registers the information in the estimate data file 106g. After registering the estimate information, the sales representative uses a workflow to apply for approval of the estimate information.

[0046] The workflow processing unit 102b provides a workflow environment. For example, the workflow processing unit 102b provides a workflow application screen in response to an access from the salesperson terminal 410, and when the salesperson specifies quotation information and an approval route (e.g., a sales manager) on the workflow application screen, the workflow processing unit 102b executes circulation on the specified approval route and notifies the approval route, and the approval route (e.g., by the sales manager on the sales manager terminal 420) decides whether to approve or reject the quotation information.

[0047] If the quotation information is approved, the approval processing unit 102c updates the temporary master 106a based on the quotation information.

[0048] The master updating unit 102d updates the unit price master based on the updated temporary master 106a, and also updates the route master 106f based on the updated temporary master 106a.

[0049] The quotation information (provisional master 106a) includes a post-approval master immediate reflection flag that specifies whether or not the unit price master is to be immediately reflected after approval. If the post-approval master immediate reflection flag is "immediately reflected", the master update unit 102d immediately updates the unit price master after updating the provisional master 106a, and if the post-approval master immediate reflection flag is "not immediately reflected", the master update unit 102d updates the unit price master at any timing after updating the provisional master 106a.

[0050] Fig. 2 is a diagram showing an update matrix, which is a pattern of master update processing. The update patterns of the unit price master will be explained with reference to Fig. 2. The master update unit 102d selects the unit price master to be updated (customer-specific product unit price master 106b, customer-specific product unit price master 106c, customer-specific product unit price master 106d, customer-specific product unit price master 106e) based on the quotation category (inventory quotation, direct delivery quotation) of the quotation information (provisional master 106a) and the presence or absence of a customer, a delivery destination, and a supplier. In any pattern, the route master 106f is always updated.

[0051] If the quotation category is "inventory quotation", the customer is "○: data available", the delivery destination is "-: data unavailable", and the supplier is "-: data unavailable", the customer-specific product unit price master 106b is updated.

[0052] If the quotation category is "inventory quotation", the customer is "○: data available", the delivery destination is "○: data available", and the supplier is "-: no data", the customer delivery destination-specific product unit price master 106c is updated.

[0053] If the quotation category is "direct delivery quotation", the customer is "○: data available", the delivery destination is "-: data not available", and the supplier is "○: data available", the customer / supplier-specific product unit price master 106d is updated.

[0054] If the quotation category is "direct delivery quotation", the customer is "○: data available", the delivery destination is "○: data available", and the supplier is "○: data available", the customer-delivery-supplier-specific product unit price master 106e is updated.

[0055] The screen display control unit 102e controls the display of various screens (eg, a unit price estimate input screen, an order input screen, etc.) displayed on the monitor 114 and the input therefor.

[0056] The detection unit 102g refers to a storage unit (deemed expense unit price master 106m) that stores various expenses incurred each time a product is distributed, and detects various expenses that match the input estimate information.

[0057] The deemed expense calculation unit 102f calculates an overhead unit price by adding together the shipping overhead and the receiving overhead included in the overhead detected by the detection unit 102g.

[0058] The screen display control unit 102e, which is an example of an output control unit, controls the output of the calculated unit cost of various expenses to the output device 114 for display.

[0059] In addition, the screen display control unit 102e, which is an example of an output control unit, controls the display of an expenses input screen on the display unit (output device 114) for inputting various expenses, transaction category indicating the transaction type of the product, business establishment code, customer code, product code, supplier code, and application start date into each of the input fields.

[0060] The master update unit 102d, which is an example of a memory control unit, associates the miscellaneous expenses input via the miscellaneous expenses input screen, the transaction category indicating the transaction type of the product, the business establishment code, the customer code, the product code, the supplier code, and the application start date with each other and stores them in the memory unit (deemed expense unit price master 106m).

[0061] In addition, the screen display control unit 102e, which is an example of an output control unit, displays the supplier code input field and the receiving expenses input field in a disabled state on the expenses input screen when the transaction type "warehouse out" is input in which goods stored in the company's warehouse are sent to a customer, in the transaction type input field on the expenses input screen. This makes it possible to prevent the inconvenience of erroneous input into unnecessary input fields related to purchases.

[0062] Furthermore, when a transaction category of "warehousing," which means storing goods in the company's warehouse, is entered in the transaction category input field on the miscellaneous expenses input screen, the screen display control unit 102e, which is an example of an output control unit, displays the customer code input field and the shipping expenses input field on the miscellaneous expenses input screen in a state where they cannot be entered. Since the goods are being received in the company's warehouse, it is not possible to identify the customer. Therefore, by making the customer, shipping freight, and shipping expenses input fields unavailable for input, it is possible to prevent the inconvenience of erroneous input into unnecessary input fields.

[0063] In addition, the screen display control unit 102e, which is an example of an output control unit, displays on the display unit a quotation input screen for inputting quotation information including the business code, expected sales date, customer code, transaction category, supplier code, product code, and quantity.

[0064] When the transaction category of the quotation information is “warehouse output”, the detection unit 102g detects from the memory unit (deemed expense unit price master 106m) the shipping expenses associated with the “business establishment code, transaction category, customer code, product code and application start date” that matches the “business establishment code, transaction category, customer code, product code and planned sales date” entered on the quotation input screen.

[0065] In this case, the detection unit 102g detects from the memory unit (deemed expense unit price master 106m) incoming expenses associated with the "business establishment code, product code, supplier code, and application start date" that match the "business establishment code, product code, expected sales date, and major supplier code of the major supplier stored in the product master 106p as the major supplier of the product with the input product code" input on the quotation input screen.

[0066] In addition, when the transaction category of the quotation information is a "direct delivery" transaction category in which the product is directly transported from the product supplier to the customer, the detection unit 102g detects from the memory unit (deemed expense unit price master 106m) the shipping expenses and receiving expenses associated with the "business establishment code, transaction category, customer code, supplier code, product code, and application start date" that matches the "business establishment code, transaction category, customer code, supplier code, product code, and planned sales date" entered on the quotation input screen.

[0067] The quotation information includes the sales price, cost price, sales amount obtained by multiplying the sales price by the number of sales, and cost price obtained by multiplying the cost price by the number of sales. The expenses detected from the storage unit (deemed expense unit price master 106m) include shipping charges and shipping expenses as shipping expenses, and also include receiving charges and receiving expenses as receiving expenses.

[0068] The deemed expense calculation unit 102f calculates the gross profit unit price by subtracting the cost price from the sales price of the product, subtracting the freight price obtained by adding the shipping freight price and the receiving freight price, and subtracting the expense price obtained by adding the shipping and receiving expenses. The deemed expense calculation unit 102f also calculates the gross profit amount by subtracting the cost price from the sales amount of the product, subtracting the freight price obtained by multiplying the sales number by the freight price, and subtracting the expense price obtained by multiplying the sales number by the expense price. The screen display control unit 102e, which is an example of an output control unit, controls the output of the calculated gross profit unit price and gross profit amount. The output control unit may output the calculated gross profit unit price and gross profit amount to a printing device as print information.

[0069] [Operation of the embodiment] Next, a specific process of the control unit 102 of the unit price estimate management apparatus 100 according to the embodiment will be described.

[0070] (Overall processing) Fig. 3 is a flow chart for explaining an outline of the overall processing flow of the control unit 102 of the unit price estimate management device 100. In this Fig. 3, the unit price estimate input unit 102a executes an estimate input process (step S1).

[0071] Specifically, in the quotation input process, the unit price quotation input unit 102a provides a quotation input screen in response to access from the salesperson terminal 410, and inputs quotation information including quotation number, quotation category, quotation date, expected order date, expected sales date, customer, delivery destination, supplier, unit price update category, application start date, application end date, immediate reflection flag after approval in master, product, quantity, unit price, and amount in response to the operation of the salesperson on the quotation input screen, and registers the information in the quotation data file 106g. After registering the quotation information, the salesperson applies for approval of the quotation information using a workflow (WF). The sales manager (an example of a person with approval authority) approves the quotation information if it is OK, and rejects it if it is NG.

[0072] The approval processing unit 102c executes the approval process (step S2). Specifically, in the approval process, when the quotation information is approved, the approval processing unit 102c updates the provisional master 106a based on the quotation information. When the superior approves, the provisional master 106a for updating the unit price master is updated.

[0073] The master update unit 102d executes a master update process (step S3). Specifically, the master update unit 102d updates the unit price master and the route master 106f based on the updated temporary master 106a.

[0074] When the master immediate reflection flag after approval is set to "immediately reflect", the master update unit 102d immediately updates the unit price master after updating the provisional master 106a, and when the master immediate reflection flag after approval is set to "not immediately reflect", the master update unit 102d updates the unit price master at any timing after updating the provisional master 106a.

[0075] The master update unit 102d selects the masters to be updated (customer-specific product unit price master 106b, customer-specific product unit price master 106c, customer-specific product unit price master 106d, customer-specific product unit price master 106e) based on the quotation category (inventory quotation, direct delivery quotation) of the quotation information (provisional master 106a) and the presence or absence of a customer, a delivery destination, and a supplier. In this way, the unit price masters to be updated are allocated according to the conditions at the time of quotation.

[0076] Specifically, if the quotation category is "inventory quotation", and the customer is "○: data available", the delivery destination is "-: no data", and the supplier is "-: no data", the customer-delivery destination product price master 106b is updated. If the quotation category is "inventory quotation", and the customer is "○: data available", the delivery destination is "○: data available", and the supplier is "-: no data", the customer-delivery destination product price master 106c is updated. If the quotation category is "direct delivery quotation", and the customer is "○: data available", the delivery destination is "-: no data", and the supplier is "○: data available", the customer-delivery destination product price master 106d is updated. If the quotation category is "direct delivery quotation", and the customer is "○: data available", the delivery destination is "○: data available", and the supplier is "○: data available", the customer-delivery destination product price master 106e is updated.

[0077] (Sample data) A specific example of the processing by the control unit 102 of the unit price estimate management device 100 will be described with reference to Fig. 4 to Fig. 13. Fig. 4 to Fig. 13 are diagrams showing sample data for explaining a specific example of the processing by the control unit 102 of the unit price estimate management device 100.

[0078] (S1: Estimate input processing) A specific example of the quotation input process will be described with reference to Figs. 4 to 6. The unit price quotation input unit 102a provides a quotation input screen in response to access from the sales representative terminal 410, and inputs quotation information including the quotation number, quotation category, quotation date, expected order date, expected sales date, customer, delivery destination, supplier, unit price update category, application start date, application end date, immediate reflection flag for master after approval, product, quantity, unit price, and amount in response to the operation of the sales representative on the quotation input screen, and registers the information in the quotation data file 106g. After registering the quotation information, the sales representative uses a workflow (WF) to apply for approval of the quotation information. The sales manager approves the quotation information if it is OK, and rejects it if it is NG.

[0079] FIG. 4 is a diagram showing a display example of the main screen of the quotation input screen, and FIG. 5 is a diagram showing a display example of the details screen of the quotation input screen. As shown in FIG. 4, the main screen of the quotation input screen is a header area for specifying (inputting) the business establishment, quotation date, expected order date, expected sales date, customer, person in charge, delivery destination, unit price update category, application start date, and application end date, an area for specifying the details of the unit price quotation, and is provided with a details area for specifying the line number, quotation category, post-approval master immediate reflection flag (box checked: immediate reflection, box unchecked: no immediate reflection), product, supplier, quantity, unit price, amount, and details summary, and a registration button (not shown). When the registration button (not shown) is pressed, quotation information according to the input contents on the screen is created and registered in the quotation data file 106g. When data as shown in the examples of FIG. 4 and FIG. 5 is input, quotation information as shown in FIG. 6 is registered.

[0080] When you select a row in the details area (e.g. by double-clicking), a details screen like the one shown in Figure 5 will be displayed. When you enter data on the details screen and press the Reflect button (not shown), the data will be reflected in the selected row in the details area.

[0081] In the header area, "Unit price update category" is specified as "0: Do not update" or "1: Update". If "1: Update" is specified, the quotation information is reflected in the temporary master 106a. "Applicable start date" is the date when the estimated unit price starts to apply. "Applicable end date" is the date when the estimated unit price ends to apply, and is an optional item.

[0082] In the details area, specify "10: Inventory estimate" or "20: Direct delivery estimate" for "Estimate category" and the unit price master will be updated according to the selected estimate category. "Quantity" sets the unit price for each quantity according to the quantity entered. "Supplier" is valid when the estimate category is "20: Direct delivery estimate" and is invalid when it is "10: Inventory estimate" (this is because an inventory estimate is an estimate for when warehouse stock is delivered to a customer / delivery destination, and the supplier is not relevant). "Immediate reflection flag after approval" - if checked ("reflect immediately"), the price master will be reflected immediately upon final approval.

[0083] Fig. 6 shows an example of quotation information data. Fig. 6 shows an example of quotation information corresponding to the input contents on the quotation input screen of Fig. 4 and Fig. 5. The quotation information has the following items: quotation number, line number, quotation category, business establishment, quotation date, expected order date, expected sales date, person in charge, customer, delivery destination, supplier, unit price update category, application start date, application end date, immediate reflection in master after approval, product, quantity, unit price, amount, and summary of details.

[0084] In the example shown in the figure, the first line has the quotation number "MT001," line number "1," quotation category "inventory quotation," business location "T100," quotation date "4 / 1 / 2022," expected order date "5 / 10 / 2022," expected sales date "6 / 30 / 2022," person in charge "TAN001," customer "TK001," delivery destination "NOU001," supplier "-," unit price update category "Update," application start date "5 / 1 / 2022," application end date "12 / 31 / 2022," immediate reflection in master after approval "Yes," product "Product A," quantity "1 case," unit price "¥1,000," amount "¥1,000," and detail summary "Quotation for new transaction: base quantity."

[0085] (S2: Approval process) The approval process will be described with reference to Fig. 7. When the quotation information is approved, the approval process unit 102c updates the temporary master 106a based on the quotation information.

[0086] 7 is a diagram showing an example of data in the temporary master 106a. The temporary master 106a includes fields such as quotation number, line number, quotation category, customer, delivery destination, supplier, application start date, application end date, immediate reflection flag in master after approval, product, quantity, and unit price.

[0087] In the example shown in the figure, the first line has the quotation number "MT001," line number "1," quotation category "inventory quotation," customer "TK001," delivery destination "NOU001," supplier "-," application start date "2022 / 5 / 1," application end date "2022 / 12 / 31," immediate reflection flag after approval "immediate reflection," product "product A," quantity "1 case," and unit price "￥1,000." For line numbers "1" and "4," the immediate reflection flag after approval is set to "immediate reflection," so the unit price master is updated immediately.

[0088] (S3: Master update process) A specific example of the master update process will be described with reference to Fig. 8 and Fig. 9. The master update unit 102d updates the unit price master and the route master 106f based on the updated temporary master 106a. If the master immediate reflection flag after approval is "immediately reflected", the master update unit 102d updates the unit price master immediately after updating the temporary master 106a, and if the master immediate reflection flag after approval is "not immediately reflected", the master update unit 102d updates the unit price master at any timing after updating the temporary master 106a. In addition, the master update unit 102d selects the master to be updated (customer-specific product unit price master 106b, customer-specific product unit price master 106c, customer-specific product unit price master 106d, customer-specific product unit price master 106e) based on the quotation category (inventory quotation, direct delivery quotation) of the quotation information (temporary master 106a) and the presence or absence of a customer, a delivery destination, and a supplier.

[0089] For row numbers "1" and "4" in the temporary master 106a in Fig. 7, where the immediate master reflection flag after approval is set to "immediately reflected", the unit price master is updated immediately as shown in Figs. 8(A) and (B). For row numbers "1" to "3", the quotation category is "inventory quotation", the customer is "TK001", the delivery destination is "NOU001", and the supplier is "no data", so the customer-delivery destination-specific product unit price master 106c is updated. For row number "4", the quotation category is "direct delivery quotation", the customer is "TK001", the delivery destination is "NOU001", and the supplier is "SR001", so the customer-delivery destination-specific product unit price master 106e is updated.

[0090] 8(A) is a diagram showing an example of updating the customer delivery destination-specific product unit price master 106c. The customer delivery destination-specific product unit price master 106c has the following fields: customer, delivery destination, application start date, application end date, product, quantity, and unit price. In the example shown in the figure, the fields are customer "TK001", delivery destination "NOU001", application start date "2022 / 5 / 1", application end date "2022 / 12 / 31", product "product A", quantity "1 case", and unit price "￥1,000".

[0091] 8B is a diagram showing an example of updating the customer delivery destination supplier-specific product unit price master 106e. The customer delivery destination supplier-specific product unit price master 106e has the following fields: customer, delivery destination, supplier, application start date, application end date, product, quantity, and unit price. In the example shown in the figure, the fields are customer "TK001", delivery destination "NOU001", supplier "SR001", application start date "2022 / 5 / 1", application end date "2022 / 12 / 31", product "product B", quantity "1 piece", and unit price "￥200".

[0092] 8C shows an example of updating the route master 106f. The route master 106f has items for customer, delivery destination, supplier, and product. In the example shown in the figure, the first line shows customer "TK001", delivery destination "NOU001", supplier "-", and product "product A", while the second line shows customer "TK001", delivery destination "NOU001", supplier "SR001", and product "product B".

[0093] For row numbers “2” and “3” in the temporary master 106a in FIG. 7, in which the information on immediate reflection after approval is “not reflected immediately”, the temporary master 106a is updated, and the customer delivery destination-specific product unit price master 106c is updated at any timing as shown in FIG. 9(A).

[0094] Fig. 9A is a diagram showing an example of updating the customer delivery destination-specific product unit price master 106c. Fig. 9B is a diagram showing an example of updating the route master 106f. As the same record already exists in the route master 106f, it is overwritten and updated.

[0095] Next, a case where the estimate is revised at a later date and the revised estimate information is registered will be described with reference to FIGS.

[0096] FIG. 10 is a diagram showing an example of revised quotation information. In FIG. 10, the data in line number "1" of the quotation information in FIG. 6 has been revised. In FIG. 10, the quotation number has been revised to "MT002", quotation date to "2022 / 6 / 1", expected order date to "2022 / 6 / 10", application start date to "2022 / 6 / 1", unit price to "¥1,100", amount to "¥1,100", and line item summary to "Quotation revision for existing transaction".

[0097] FIG. 11A shows an example of an updated temporary master 106a that has been updated based on the revised estimate information of FIG.

[0098] Fig. 11B shows an example of an update of the customer delivery destination-specific product unit price master 106c, which is updated based on the temporary master 106a in Fig. 11A. The second line shows a record created based on the revised estimate.

[0099] 11C is a diagram showing an example of updating the route master 106f. Since the same record already exists in the route master 106f, it is overwritten and updated.

[0100] (Using the Route Master and Unit Price Master) An image of how the route master and unit price master are used on the order entry screen will be described with reference to Figs. 12 and 13. Fig. 12 is a diagram showing an example of the display of the order entry screen. Fig. 13(A) is a diagram showing an example of the display of the route search screen, and Fig. 13(B) is a diagram showing an example of data in the customer delivery destination-specific product unit price master 106c. The screen display control unit 102e controls the display of the order entry screen, for example, as follows.

[0101] As shown in FIG. 12, the order input screen has a header area for specifying the business establishment, order date, shipping date, expected sales date, customer, person in charge, and delivery destination, a route search button for displaying a route search screen for selecting a route from the route master 106f, and a details area for specifying details such as the line number, order category, quantity, description, product, unit price, amount, and supplier.

[0102] When the route search button is pressed, a route search screen such as that shown in FIG. 13(A) is displayed. On the route search screen, a list of data from the route master 106f is displayed, and the person in charge selects a route. The selected route (customer, delivery destination, supplier, product) is displayed on the order input screen. When the person in charge enters the "quantity" in the details area, the "unit price" and "amount (unit price x quantity)" for the applicable start date based on the "order date" from the unit price master corresponding to the selected route are displayed in the details area.

[0103] In the example shown in the figure, the route of the first line of customer "TK001", delivery destination "NOU001", supplier "-", and product "Product A" is selected on the route search screen, and customer "TK001", delivery destination "NOU001", and product "Product A" are displayed on the order entry screen. When the quantity "1 case" is entered in the details area, the unit price "¥1,000" of the record with the applicable start date "2022 / 5 / 1" corresponding to the order date "2022 / 5 / 1" is obtained from the customer delivery destination product unit price master 106c (because customer "TK001", delivery destination "NOU001", and supplier "-") corresponding to the selected route, and the unit price "¥1,000" and the amount "¥1,000 (=¥1,000 x 1)" are displayed in the details area.

[0104] In this way, by searching the route, the person in charge of data entry can save the trouble of inputting each client, and by selecting the route, information including the product is set on the screen. After that, by inputting the quantity, the unit price of the target product is set, so data entry can be made more efficient.

[0105] [Prevention of unprofitable estimates due to forecasts of deemed expenses and freight charges] Secondly, in direct shipping transactions, since it is difficult to record expenses and freight at the time of order receipt, expenses and freight are recorded at the time of estimate recording. However, the amounts of expenses and freight at the time of estimate may be uncertain, resulting in unprofitable transactions and the concern that many inconveniences will arise in which the profits will not be as expected as the gross profits expected.

[0106] Here, once expenses and freight are incurred, it becomes possible to estimate various expenses based on the incurred expenses and freight. Furthermore, as the number of unit price estimates increases, it becomes possible to accurately predict various expenses. For this reason, the unit price estimate management device 100 of the embodiment registers various expenses such as expenses and freight that are not present in each of the unit price masters 106b to 106e described above in advance in the deemed expense unit price master 106m, and at the time of estimation, refers to the various expenses and includes them in the estimation information and displays (or prints, outputs audio, etc.), thereby making it possible to detect unprofitable estimates, etc.

[0107] [Registering expenses] First, the operation of registering miscellaneous expenses in the deemed expense unit price master 106m will be described. When the operator of the unit price estimate management device 100 specifies the registration of miscellaneous expenses via the input device 112, the screen display control unit 102e displays the miscellaneous expenses input screen exemplified in Fig. 17 to Fig. 19 on the output device 114. As shown in Fig. 17 to Fig. 19, the miscellaneous expenses input screen has input fields for transaction category (= estimate category), business establishment code, customer code, product code, supplier code, and application start date. In addition, the miscellaneous expenses input screen has input fields for shipping freight, receiving freight, shipping expenses, and receiving expenses.

[0108] The operator inputs the transaction category corresponding to the transaction carried out in the transaction category input field. Figure 17 is an example where the transaction category of "direct delivery" has been input. Figure 18 is an example where the transaction category of "warehouse departure" has been input. Figure 19 is an example where the transaction category of "warehouse entry" has been input. After inputting the transaction category, the operator inputs the business establishment where the transaction was carried out, the customer, the product name, the supplier, shipping freight, receiving freight, shipping expenses, and receiving expenses in the respective input fields. The operator also inputs the date when the inputted shipping freight, receiving freight, and other expenses become applicable as the application start date, and specifies registration.

[0109] When registration is specified, the master update unit 102d associates the business establishment, customer, product name, supplier, application start date, shipping freight, receiving freight, shipping expenses, and receiving expenses, and registers (stores) them in the deemed expense unit price master 106m. As a result, as shown in Fig. 16, the expenses of each commercial transaction are registered in the master update unit 102d in the form of a transaction record, so to speak.

[0110] Here, as shown in Fig. 18, when the transaction category of "warehouse out", which means sending goods stored in the company's warehouse to a customer, is entered in the transaction category input field on the miscellaneous expenses input screen, the screen display control unit 102e displays the supplier code input field and the input field for receiving expenses (receiving freight and receiving expenses) in a state where they cannot be entered on the miscellaneous expenses input screen. This makes it possible to prevent the inconvenience of erroneous input into unnecessary input fields related to purchasing.

[0111] Also, as shown in FIG. 19, when the transaction category of "warehousing", which means putting goods into the company's warehouse, is entered into the transaction category input field on the miscellaneous expenses input screen, the screen display control unit 102e displays the customer code input field and the input field for receiving miscellaneous expenses (receiving freight and receiving expenses) on the miscellaneous expenses input screen in a state where they cannot be entered. Because the goods will be received into the company's warehouse, it is not possible to identify the customer. Therefore, by making the input fields for the customer, shipping freight and shipping expenses unavailable for input, it is possible to prevent the inconvenience of erroneous input into unnecessary input fields.

[0112] [Display behavior of quotation information] In this way, when the history of past business transactions (various expenses, etc.) is registered in the master update unit 102d, it is possible to display and include highly accurate miscellaneous expenses when estimating future business transactions, making it possible to include them in the estimates.

[0113] Specifically, when it is time to estimate a commercial transaction, the operator performs a designation operation to display an estimate input screen via the input device 112. When this designation operation is performed, the screen display control unit 102e displays the estimate input screen illustrated in FIG. 20 via the output device 114.

[0114] This quotation input screen includes input fields for the establishment, quotation date, customer, person in charge, and expected sales date. When the operator inputs information into each input field and operates the execute key of the input device 112, the screen display control unit 102e displays a details screen of the quotation input screen, an example of which is shown in FIG. 21, on the output device 114.

[0115] This detail screen includes input fields for line number, transaction category, product code, supplier code, quantity, sales price, cost price, etc. The detail screen also includes display fields for sales amount, cost price, freight price, expense price, expense price, gross profit price, and gross profit price.

[0116] Assume that the operator inputs the transaction category of "warehouse" into the transaction category on this detail screen as shown in Fig. 21. When "warehouse" is input into the transaction category, as exemplified in the record "No. 2" in Fig. 22, the detection unit 102g detects from the deemed expense unit price master 106m the shipping expenses (shipping freight and shipping expenses) associated with the "business establishment code, transaction category, customer code, product code, and application start date" that matches the "business establishment code, transaction category, customer code, product code, and expected sales date" input into the estimate input screen shown in Fig. 20 and the detail screen of the estimate input screen shown in Fig. 21.

[0117] The detection unit 102g also detects from the deemed expense unit price master 106m receiving expenses (receiving freight and receiving expenses) associated with the "business establishment code, transaction category of "warehouse entry", product code, supplier code, and application start date" that match the "business establishment code, product code, expected sales date, and the main supplier code of the main supplier stored in the product master 106p illustrated in FIG. 15 as the main supplier of the product of the input product code" entered on the estimate input screen or the details screen of the estimate input screen, as illustrated in record "No. 2" in FIG. 22. Note that the detection condition for the "application start date" by the detection unit 102g is that the expected sales date on the estimate input screen is a date on or after the application start date.

[0118] When shipping expenses (shipping freight and shipping expenses) and receiving expenses (receiving freight and receiving expenses) are detected from the deemed expense unit price master 106m in this manner, the deemed expense calculation unit 102f subtracts the cost unit price from the sales price of the product entered on the details screen of the estimate input screen, as shown in FIG. 23, subtracts the freight unit price obtained by adding the detected shipping freight and receiving freight, and subtracts the expense unit price obtained by adding the shipping expenses and receiving expenses, thereby calculating the gross profit unit price.

[0119] Gross profit unit price = Sales price - Cost price - Shipping cost - Expenses

[0120] In the example of Figure 23, the sales price of the product is 3,200 yen. The cost price is 1,800 yen. The freight price, which is the sum of the detected shipping freight (200 yen) and receiving freight (220 yen), is 420 yen. The expense price, which is the sum of the detected shipping expenses (250 yen) and receiving expenses (420 yen), is 670 yen.

[0121] Therefore, the deemed expense calculation unit 102f calculates "unit sales price 3200 yen - unit cost price 1800 yen - unit freight price 420 yen - unit expense price 670 yen" to calculate a gross profit unit price of 310 yen.

[0122] In addition, the deemed expense calculation unit 102f calculates the gross profit amount by subtracting the cost amount from the sales amount of the product, subtracting the freight amount obtained by multiplying the sales quantity (quantity) by the freight unit price, and subtracting the expense amount obtained by multiplying the sales quantity by the expense unit price, as shown in Figure 23.

[0123] Gross profit amount = Sales amount - Cost amount - Shipping amount - Expense amount

[0124] In the example of Figure 23, the sales amount for the product from selling 2 cases (quantity = 2) is 6,400 yen. The cost price for the product for 2 cases (quantity = 2) is 3,200 yen. The shipping cost for the product for 2 cases (quantity = 2) is 840 yen. The expense price for the product for 2 cases (quantity = 2) is 1,340 yen.

[0125] Therefore, the deemed expense calculation unit 102f calculates a gross profit unit price of 620 yen by calculating "sales amount 6400 yen - cost amount 3200 yen - freight amount 840 yen - expense amount 1340 yen".

[0126] The screen display control unit 102e displays the estimate information including the calculated gross profit unit price and gross profit amount via the output device 114 as shown in FIG. 23 (it may be printed or output as audio).

[0127] Next, when "direct delivery" is entered for the transaction category on the quotation input screen shown in FIG. 24 and the details screen of the quotation input screen shown in FIG. 25, as illustrated in record "No. 1" in FIG. 26, the detection unit 102g detects from the deemed expense unit price master 106m the shipping expenses (shipping freight and shipping expenses) associated with the "business establishment code, transaction category, customer code, supplier code, product code, and application start date" that matches the "business establishment code, transaction category, customer code, supplier code, product code, and expected sales date" entered on the quotation input screen shown in FIG. 24 and the details screen of the quotation input screen shown in FIG. 25.

[0128] When shipping expenses (shipping charges and shipping expenses) and receiving expenses (receiving charges and receiving expenses) are detected from the deemed expense unit price master 106m in this manner, the deemed expense calculation unit 102f performs the following calculation based on each unit price and amount entered in the details screen of the estimate input screen, as shown in Figure 27, to calculate the gross profit unit price and gross profit amount.

[0129] Gross profit unit price = Sales price - Cost price - Shipping cost - Expenses

[0130] Gross profit amount = Sales amount - Cost amount - Shipping amount - Expense amount

[0131] In the example of Figure 27, the sales price of the product is 4,500 yen. The cost price is 2,800 yen. The freight price, which is the sum of the detected shipping freight (110 yen) and receiving freight (210 yen), is 320 yen. The expense price, which is the sum of the detected shipping expenses (310 yen) and receiving expenses (410 yen), is 720 yen.

[0132] Therefore, the deemed expense calculation unit 102f calculates "unit sales price 4500 yen - unit cost price 2800 yen - unit freight price 320 yen - unit expense price 720 yen" to calculate a unit gross profit of 1660 yen.

[0133] In the example of Figure 27, the sales amount for the product from selling 2 cases (quantity = 2) is 9,000 yen. The cost amount for the product for 2 cases (quantity = 2) is 5,600 yen. The shipping amount for the product for 2 cases (quantity = 2) is 640 yen. The expense amount for the product for 2 cases (quantity = 2) is 1,440 yen.

[0134] Therefore, the deemed expense calculation unit 102f calculates a gross profit of 3220 yen by calculating "sales amount 9000 yen-cost amount 5600 yen-freight amount 640 yen-expense amount 1440 yen".

[0135] The screen display control unit 102e displays the estimate information including the calculated gross profit unit price and gross profit amount via the output device 114 as shown in FIG. 27 (it may be printed or output as audio).

[0136] In this way, the expenses actually incurred in past business transactions are registered in the deemed expense unit price master 106m, and when the same or similar business transaction is carried out later, the estimated expenses are read from the deemed expense unit price master 106m and recorded, so that accurate expenses can be recorded at the time of estimation. Also, in addition to the amount close to the actual gross profit, the gross profit can be confirmed on a unit price basis, and in the above-mentioned approval process, the person with approval authority can consider the appropriateness of the estimated unit price gross profit.

[0137] [Effects of the embodiment] As is clear from the above description, the unit price estimate management device 100 of the embodiment includes at least a unit price master for storing data on the items of customer, application start date, product, quantity which is the unit price, and unit price in association with each other, a temporary master 106a for storing data for updating the unit price master, a unit price estimate input section 102a for inputting estimate information including the items of estimate number, estimate date, expected order date, expected sales date, customer, delivery destination, supplier, application start date, product, quantity, unit price, and amount, an approval processing section 102c for updating the temporary master 106a based on the approved estimate information when the input estimate information is approved, and a master update section 102d for updating the unit price master based on the updated temporary master 106a. This makes it possible to make the unit price estimate work more efficient.

[0138] Also, by registering various expenses actually incurred in past business transactions in the deemed expense unit price master 106m, and reading them from the deemed expense unit price master 106m and recording them as an estimate when the same or similar business transaction is performed later, it is possible to record accurate various expenses at the time of estimation. Also, in addition to an amount close to the actual gross profit, it is possible to check the gross profit on a unit price basis, and in the above-mentioned approval process, the person with approval authority can consider the appropriateness of the gross profit of the estimated unit price.

[0139] [Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving business efficiency and promoting appropriate management decisions by companies, thereby contributing to goals 8 and 9 of the SDGs.

[0140] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and electronic systems, thereby contributing to the achievement of goals 12, 13, and 15 of the SDGs.

[0141] Furthermore, this embodiment can contribute to strengthening control and governance, making it possible to contribute to Goal 16 of the SDGs.

[0142] [Other embodiments] The present invention may be embodied in various different embodiments other than those described above within the scope of the technical concept set forth in the claims.

[0143] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all or part of the processes described as being performed manually can be performed automatically using known methods.

[0144] In addition, the processing procedures, control procedures, specific names, information including parameters such as registered data and search conditions for each process, screen examples, and database configurations shown in this specification and drawings may be changed as desired unless otherwise specified.

[0145] Moreover, with regard to unit price estimate management device 100, each of the components shown in the figures is merely a functional concept, and does not necessarily have to be physically configured as shown in the figures.

[0146] For example, the processing functions of the unit price estimate management device 100, particularly the processing functions performed by the control unit, may be realized in whole or in part by a CPU and a program interpreted and executed by the CPU, or may be realized as hardware using wired logic. The program is recorded on a non-transient computer-readable recording medium that contains programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the unit price estimate management device 100 as necessary. That is, a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or HDD (Hard Disk Drive). This computer program is executed by being loaded into a RAM, and cooperates with the CPU to form the control unit.

[0147] In addition, this computer program may be stored in an application program server connected to unit price estimate management device 100 via any network, and it is also possible to download all or a part of it as necessary.

[0148] In addition, the program for executing the process described in the present embodiment may be stored in a non-transient computer-readable recording medium, or may be configured as a program product. Here, the "recording medium" includes any "portable physical medium" such as a memory card, a Universal Serial Bus (USB) memory, a Secure Digital (SD) card, a flexible disk, a magneto-optical disk, a ROM, an Erasable Programmable Read Only Memory (EPROM), an Electrically Erasable and Programmable Read Only Memory (EEPROM (registered trademark)), a Compact Disk Read Only Memory (CD-ROM), a Magneto-Optical disk (MO), a Digital Versatile Disk (DVD), and a Blu-ray (registered trademark) Disc.

[0149] Moreover, a "program" is a data processing method written in any language or description method, and may be in any form, such as source code or binary code. Note that a "program" is not necessarily limited to a single configuration, but also includes a distributed configuration as multiple modules or libraries, and a program that achieves its function by working with a separate program, such as an OS. Note that well-known configurations and procedures can be used for the specific configurations and reading procedures for reading a recording medium in each device shown in the embodiments, as well as the installation procedures after reading.

[0150] The various databases etc. stored in the memory unit are storage means such as memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and optical disks, and store various programs, tables, databases, and web page files etc. used for various processes and providing websites.

[0151] The unit price estimate management device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which any peripheral device is connected. The unit price estimate management device 100 may be realized by installing software (including programs, data, etc.) that executes the processes described in this embodiment in the device.

[0152] Furthermore, the specific form of distribution and integration of the devices is not limited to that shown in the drawings, and all or part of them can be functionally or physically distributed and integrated in any unit according to various additions or functional loads. In other words, the above-mentioned embodiments can be implemented in any combination, or the embodiments can be implemented selectively. [Industrial Applicability]

[0153] The present invention is suitable for use in industries that generate estimates that include expenses such as costs and freight, and can be applied to industries that sell products (including wholesale), such as the chemical industry, food industry, and trading companies. [Explanation of symbols]

[0154] 100 Unit price estimate management device 102 Control section 102a Unit price estimate input section 102b Workflow processing section 102c Approval Processing Unit 102d Master Update Section 102e Screen display control unit 102f Deemed Expense Calculation Department 102g Detector 104 Communication interface section 106 Storage section 106a Temporary Master 106b Customer-specific product price master 106c Customer delivery destination product price master 106d Customer / Supplier Product Price Master 106e Customer delivery destination supplier product unit price master 106f Route Master 106g Quote Data File 106k Transaction Classification Master 106m Deemed Expense Unit Price Master 106p Product Master 108 Input / Output Interface Section 112 Input Devices 114 Output Device 200 Servers 300 Network 410 Salesperson's terminal 420 Sales Manager Terminal

Claims

1. a detection unit that refers to a storage unit that stores various expenses incurred each time a product is distributed, and detects various expenses that match the input estimate information; a deemed expense calculation unit that calculates an overhead unit price by adding together shipping overhead and receiving overhead included in the detected overhead; An output control unit that controls the output of the calculated unit price of various expenses; A unit price estimate management device having the above structure.

2. The output control unit controls the display of an expenses input screen on a display unit for inputting the expenses, a transaction category indicating the transaction type of the commodity, a business establishment code, a customer code, a commodity code, a supplier code, and an application start date into each of the input fields; a storage control unit that stores the miscellaneous expenses input via the miscellaneous expenses input screen, the transaction category indicating the transaction type of the commodity, the establishment code, the customer code, the commodity code, the supplier code, and the application start date in the storage unit in association with each other; 2. The unit price estimate management device according to claim 1,

3. the output control unit displays the input field for the supplier code and the input field for the receiving expenses in a state in which they cannot be input when a transaction category of "warehouse out" for sending the goods stored in the company's warehouse to a customer is input in the input field for the transaction category on the miscellaneous expenses input screen; 3. The unit price estimate management device according to claim 2,

4. the output control unit displays the input field for the customer code and the input field for the shipping overhead in a state in which input is disabled when a transaction category of "warehousing", which means storing the goods in the company's warehouse, is input into the input field for the transaction category on the overhead input screen; 4. The unit price estimate management device according to claim 3,

5. The output control unit displays, on the display unit, a quotation input screen for inputting the quotation information including a business establishment code, a planned sales date, a customer code, a transaction category, a supplier code, a product code, and a quantity; When the transaction category of the quotation information is the “warehouse output”, the detection unit: The shipping expenses associated with the "business establishment code, transaction category, customer code, product code, and application start date" that match the "business establishment code, transaction category, customer code, product code, and expected sales date" entered on the estimate input screen are detected from the storage unit, Detecting from the storage unit the receiving expenses associated with the "business establishment code, the transaction category of the warehousing, the product code, the supplier code, and the application start date" that match the "business establishment code, the product code, the expected sales date, and the major supplier code of the major supplier stored in the product master as the major supplier of the product of the input product code" input on the estimate input screen; 5. The unit price estimate management device according to claim 4,

6. the detection unit detects from the storage unit the shipping expenses and receiving expenses associated with the "business establishment code, transaction category, customer code, supplier code, product code, and application start date" that matches the "business establishment code, transaction category, customer code, supplier code, product code, and expected sales date" inputted on the quotation input screen when the transaction category of the quotation information is a "direct delivery" transaction category in which the product is directly transported from the product supplier to the customer; 6. The unit price estimate management device according to claim 5,

7. The quotation information includes a unit sales price of the product, a unit cost price, a sales amount obtained by multiplying the unit sales price by the number of sales, and a cost amount obtained by multiplying the unit cost price by the number of sales, The expenses detected from the storage unit include shipping charges and shipping expenses as the shipping expenses, and also include receiving charges and receiving expenses as the receiving expenses, The deemed expense calculation unit is Calculate a gross profit unit price by subtracting the cost unit price from the sales unit price of the product, subtracting a freight unit price obtained by adding the shipping freight and the receiving freight, and subtracting an expense unit price obtained by adding the shipping expenses and the receiving expenses; Calculate a gross profit amount by subtracting the cost amount from the sales amount of the product, subtracting a freight amount obtained by multiplying the sales number by the freight unit price, and subtracting an expense amount obtained by multiplying the sales number by the expense unit price; The output control unit controls the output of the calculated gross profit unit price and the calculated gross profit amount; 7. The unit price estimate management device according to claim 5 or 6,

8. The storage unit is A unit price master for storing data on at least the following items in association with each other: customer, application start date, product, quantity (unit price), and unit price; a temporary master for storing data for updating the unit price master; an approval processing unit which updates the temporary master based on the input quotation information when the input quotation information is approved by an approval authority; a master updating unit that updates the unit price master based on the updated temporary master; 8. The unit price estimate management device according to claim 7,

9. The storage unit further includes a route master that stores a customer code, a delivery destination code, a supplier code, and a product code in association with each other; the master update unit updates the root master based on the updated temporary master; 9. The unit price estimate management device according to claim 8,

10. the quotation information includes an approval-after-master-immediate-reflection flag that specifies whether or not the quotation information is to be stored in the unit price master after approval; the master update unit updates the unit price master immediately after updating the provisional master when the post-approval master immediate reflection flag is set to "immediate reflection"; 9. The unit price estimate management device according to claim 8,

11. The unit price master is A customer-specific product unit price master for storing customer codes, application start dates, product codes, quantities, and unit prices in association with each other; A customer delivery destination-specific product unit price master for storing customer codes, delivery destination codes, application start dates, product codes, quantities, and unit prices in association with each other; A customer / supplier-specific product unit price master for storing customer codes, supplier codes, application start dates, product codes, quantities, and unit prices in association with each other; A customer / delivery / supplier product unit price master for storing customer codes, delivery destination codes, supplier codes, application start dates, product codes, quantities, and unit prices in association with each other, the master update unit selects and updates any one of the customer-specific product unit price master, the customer-specific product unit price master, the customer-specific product unit price master, and the customer-specific product unit price master, based on the presence or absence of a transaction category, a customer code, a delivery code, and a supplier code in the quotation information; 9. The unit price estimate management device according to claim 8,

12. the master update unit updates the customer-specific product unit price master when the transaction category is "inventory estimate", the customer code is "data available", the delivery destination code is "data unavailable", and the supplier code is "data unavailable" with respect to the quotation information; 12. The unit price estimate management device according to claim 11,

13. the master update unit updates the customer-delivery-specific product unit price master when the transaction category is "inventory estimate", the customer code is "data available", the delivery code is "data available", and the supplier code is "data not available" for the quotation information; 12. The unit price estimate management device according to claim 11,

14. the master update unit updates the customer / supplier-specific product unit price master when the transaction category is "direct delivery quotation", the customer code is "data available", the delivery destination code is "no data", and the supplier code is "data available" for the quotation information; 12. The unit price estimate management device according to claim 11,

15. the master update unit updates the customer / delivery / supplier-specific product unit price master when the transaction category is "direct delivery quotation", the customer code is "data available", the delivery destination code is "data available", and the supplier code is "data available" for the quotation information; 12. The unit price estimate management device according to claim 11,

16. A detection step in which the detection unit refers to a storage unit that stores various expenses incurred each time the product is distributed, and detects various expenses that match the input estimate information; a deemed expense calculation step in which an deemed expense calculation unit calculates an overhead unit price by adding together shipping overhead and receiving overhead included in the detected overhead; an output control step in which an output control unit controls the output of the calculated unit price of various expenses; A method for managing unit price estimates.

17. Computer, a detection unit that refers to a storage unit that stores various expenses incurred each time a product is distributed, and detects various expenses that match the input estimate information; a deemed expense calculation unit that calculates an overhead unit price by adding together shipping overhead and receiving overhead included in the detected overhead; Functioning as an output control unit that controls the output of the calculated unit price of various expenses; A unit price quotation management program featuring:

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