Information processing device and program
The information processing device and program enhance transaction detail in invoices by outputting slips with specified conditions and discount rates, enabling clear distinction between discounted and non-discounted transaction amounts.
Patent Information
- Application Number
- JP2024046793
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2024-03-22
- Publication Date
- 2025-10-03
AI Technical Summary
Existing information processing devices fail to provide detailed transaction status, such as detailed discount details, for specified transaction periods in invoices.
An information processing device and program that includes a slip output unit, a reception unit, and a calculation unit to generate slips with detailed transaction information, allowing for specified conditions and discount rates to be set, and calculating transaction amounts based on order quantity and unit price, with outputs showing transaction dates, products, and transaction amounts.
Enables the output of slips that provide a detailed understanding of the transaction status, including detailed discount details, by distinguishing between transaction amounts with and without applied discount rates.
Smart Images

Figure 2025146159000001_ABST
Abstract
Description
[Technical Field]
[0001] The present invention relates to an information processing device and a program. [Background technology]
[0002] BACKGROUND ART Conventionally, an information processing device that performs processing to create and output forms such as invoices has been disclosed (see, for example, Patent Document 1). [Prior art documents] [Patent documents]
[0003] [Patent Document 1] Japanese Patent Publication No. 2020-201684 Summary of the Invention [Problem to be solved by the invention]
[0004] However, in the invoices output by the information processing device disclosed in the above Patent Document 1, the discount amounts for products for a specified transaction period are listed all at once, and it is not possible to grasp the detailed transaction status for the transaction period, such as detailed discount details. An object of the present invention is to provide an information processing device and program that can output slips that allow the detailed transaction status to be grasped. [Means for solving the problem]
[0005] In order to solve the above problem, the information processing device of the present invention comprises a slip output unit that outputs a slip containing information related to a commercial transaction, a reception unit that accepts settings of specified conditions and discount rates corresponding to the specified conditions, and a calculation unit that calculates the transaction amount based on the order quantity and unit price of a product, wherein the calculation unit calculates the transaction amount by applying the discount rate to a transaction that meets the specified conditions accepted by the reception unit, and the slip output unit outputs the slip containing one of rows and columns containing a list of transaction dates in a specified transaction period in which commercial transactions were made, including the transaction that meets the specified conditions, and the other of rows and columns containing a list of the products that were traded within the transaction period, and the transaction dates and the order quantity and the transaction amount calculated by the calculation unit for each of the products traded on the transaction dates.
[0006] In addition, in order to solve the above problem, the program of the present invention causes a computer of an information processing device to function as a slip output unit that outputs slips containing information related to commercial transactions, a reception unit that accepts settings of specified conditions and discount rates corresponding to the specified conditions, and a calculation unit that calculates the transaction amount based on the order quantity and unit price of a product, wherein the calculation unit calculates the transaction amount by applying the discount rate to transactions that meet the specified conditions accepted by the reception unit, and the slip output unit outputs the slip containing one of rows and columns containing a list of transaction dates in a specified transaction period in which commercial transactions were made, including the transactions that meet the specified conditions, and the other of rows and columns containing a list of the products traded within the transaction period, and the transaction dates and the order quantity and the transaction amount calculated by the calculation unit for each of the products traded on those transaction dates. [Effects of the Invention]
[0007] According to the present invention, it is possible to output a slip that allows a detailed understanding of the transaction status. [Brief explanation of the drawings]
[0008] [Figure 1] FIG. 2 is a block diagram showing a functional configuration of the information processing device. [Figure 2] 10 is a flowchart showing the flow of operations of the information processing device. [Figure 3] 10 is a flowchart showing the flow of a setting process. [Figure 4] FIG. 10 is a diagram showing an example of a discount condition setting screen. [Figure 5A] FIG. 10 is a diagram showing an example of a product-specific discount setting screen. [Figure 5B] FIG. 10 is a diagram showing an example of a product-specific discount setting screen. [Figure 5C] FIG. 10 is a diagram showing an example of a product-specific discount setting screen. [Figure 6] FIG. 10 is a diagram illustrating an example of a customer registration screen. [Figure 7] FIG. 10 is a diagram showing an example of a sales slip input screen. [Figure 8A] FIG. 10 is a diagram showing an example of an invoice screen. [Figure 8B] FIG. 10 is a diagram showing an example of an invoice screen. [Figure 8C] FIG. 10 is a diagram showing an example of an invoice screen. [Figure 9] 10 is a flowchart showing the flow of an invoice issuing process. DETAILED DESCRIPTION OF THE INVENTION
[0009] Hereinafter, an embodiment of the present invention will be described with reference to the drawings. However, the scope of the invention is not limited to the illustrated examples. First, the configuration of an information processing device 1 will be described with reference to FIG. 1. The information processing device 1 is, for example, a terminal device for performing operations related to sales management (such as registering master data and creating forms). The information processing device 1 includes a CPU (Central Processing Unit) 11, a RAM (Random Access Memory) 12, a storage unit 13, an operation unit 14, a display unit 15, a communication unit 16, a printing unit 17, and a bus B1. The various units of the information processing device 1 are connected via the bus B1.
[0010] The CPU 11, which serves as at least one processor, controls each unit of the information processing device 1. The CPU 11 reads out a designated program from among the system programs and application programs stored in the storage unit 13, expands it in the RAM 12, and executes various processes in accordance with the program. Although a single CPU 11 is illustrated in FIG. 1, this is not limiting. Two or more processors such as CPUs may be provided, and the processes executed by the CPU 11 of this embodiment may be shared and executed by these two or more processors. The RAM 12 is, for example, a volatile memory, and has a work area for temporarily storing various programs and data read by the CPU 11.
[0011] The storage unit 13 includes a storage device capable of writing and reading data, such as an HDD (Hard Disk Drive) or an SSD (Solid State Drive), and stores various programs, data, and the like. Programs stored in the storage unit 13 include a sales management application 131 for performing sales management tasks. Data stored in the storage unit 13 include a database 132 for storing master data and transaction data used in the sales management application 131. The operation unit 14 includes a key input unit such as a keyboard and a pointing device such as a mouse, and receives key operation inputs and position operation inputs from a user and outputs the operation information to the CPU 11. The CPU 11 receives user input operations based on information transmitted from the operation unit 14. The display unit 15 includes an LCD (Liquid Crystal Display), an EL (Electro Luminescence) display, or the like, and displays various items according to display information instructed by the CPU 11.
[0012] The communication unit 16 is at least one wireless communication unit that includes an antenna, a modulation / demodulation circuit, a signal processing circuit, etc., for various wireless communication methods and performs wireless communication with a communication destination. The wireless communication method of the communication unit 16 is a wireless LAN such as Wi-Fi (registered trademark), a wireless WAN (Wide Area Network), Bluetooth (registered trademark), etc. For example, the CPU 11 performs wireless transmission and reception with an access point via the communication unit 16 using Wi-Fi communication, and transmits and receives information to and from a communication destination device network-connected to the access point. The printing unit 17 is a printing unit that uses a printing method such as an inkjet method or an electrophotographic method. The printing unit 17 prints and outputs various information on paper in accordance with instructions from the CPU 11. For example, the printing unit 17 prints invoices created in the invoice issuance process described below.
[0013] Next, the operation of the information processing device 1 will be described with reference to Fig. 2. The CPU 11 of the information processing device 1 executes the following processes in the sales management task application 131. First, the CPU 11 executes the setting process shown in Fig. 3 (step S1). The CPU 11 displays the discount condition setting screen 41 shown in FIG. 4 on the display unit 15 and accepts the user's selection of the discount condition for the product on the invoice via the operation unit 14 (step S11). When the user selects one of the discount conditions, the CPU 11 stores the selected discount condition in the database 132 of the storage unit 13. Specifically, the CPU 21 displays the discount condition options 411, "Discount by date," "Discount by day of the week," and "Discount by quantity," on the discount condition setting screen 41. When "Discount by date" is selected, the CPU 11 executes a discount process for the product on the invoice when the sales posting date corresponds to a preset date. For example, if the sales posting date is the 10th, the CPU 11 discounts the product price on the invoice by 10%; or if the sales posting date is the 20th, the CPU 11 discounts the product price on the invoice by 5%. Furthermore, if "discount by day of the week" is selected, the CPU 11 will execute a discount process for the product on the invoice when the day of the week on which the sales are posted falls on a preset day of the week. For example, if the day of the week on which the sales are posted falls on a Monday, the CPU 11 will execute a discount process for the product on the invoice by 4%. Alternatively, if the day of the week on which the sales are posted falls on a Thursday or Friday, the CPU 11 will execute a discount process for the product on the invoice by 3%. Furthermore, if "discount by quantity" is selected, the CPU 11 will execute a discount process for the product on the invoice when the order quantity of the product for which sales are posted is equal to or greater than a preset quantity. For example, if the order quantity of the product for which sales are posted is 50 or more, the CPU 11 will execute an 8% discount on the product on the invoice.
[0014] Next, CPU 11 displays one of product-specific discount setting screens 51-53 shown in Figures 5A-5C on display unit 15, and accepts an input operation of product-specific discount setting information indicating discount conditions for each product and discount rates associated with the discount conditions by the user via operation unit 14 (step S12). When the user inputs product-specific discount setting information on one of product-specific discount setting screens 51-53, CPU 11 stores the input product-specific discount setting information in database 132 of storage unit 13.
[0015] Specifically, when "Discount by Date" is selected in step S11, the CPU 11 displays a product-specific discount setting screen 51 shown in FIG. 5A on the display unit 15. The product-specific discount setting screen 51 has input fields 51a to 51g for inputting information for each of the items "Product," "Date 1," "Date 2," "Date 3," "Discount Rate 1," "Discount Rate 2," and "Discount Rate 3" for each product to be discounted. The product code and product name of the product to be discounted are input into the "Product" input field 51a. When a product code (e.g., "000001") is input into the input field 51a for the "Product" item, a product name (e.g., "Product A") corresponding to the product code, which is pre-registered in the database 132, is displayed in the input field 51a. The sales recording dates for the discounted product entered into the input field 51a for "Date 1" to "Date 3" are input into the input fields 51b to 51d for "Date 1" to "Date 3." The "Discount Rate 1" input field 51e is entered with the discount rate corresponding to the sales recording date entered in the "Date 1" input field 51b. The "Discount Rate 2" input field 51f is entered with the discount rate corresponding to the sales recording date entered in the "Date 2" input field 51c. The "Discount Rate 3" input field 51g is entered with the discount rate corresponding to the sales recording date entered in the "Date 3" input field 51d. In the example shown in FIG. 5A, for a product with a product code of "000001" and a product name of "Product A," if the sales recording date is the 20th, the price of the product is discounted by 10% on the invoice, and if the sales recording date is the 30th, the price of the product is discounted by 5% on the invoice. Furthermore, for a product with a product code of "000002" and a product name of "Product B," if the sales recording date is the 20th, the price of the product is discounted by 20% on the invoice. In the example shown in Figure 5A, the user can set up to three pairs of sales recording dates and discount rates for each discounted product, but the number of pairs of discounted dates and discount rates is not limited to three.
[0016] Furthermore, if "Discount by Day of Week" is selected in step S11, the CPU 11 displays a product-specific discount setting screen 52 shown in FIG. 5B on the display unit 15. The product-specific discount setting screen 52 has input fields 52a to 52g for inputting information for each of the items "Product," "Day of Week 1," "Day of Week 2," "Day of Week 3," "Discount Rate 1," "Discount Rate 2," and "Discount Rate 3" for each product to be discounted. The "Product" input field 52a is used to input the product code and product name of the product to be discounted, as in the input field 51a. The "Day of Week 1" to "Day of Week 3" input fields 52b to 52d are used to input the days of the week on which the product entered in the input field 52a will be discounted. The "Discount Rate 1" input field 52e is used to input the discount rate corresponding to the day of the week entered in the "Day of Week 1" input field 52b. The "Discount Rate 2" input field 52f is used to input the discount rate corresponding to the day of the week entered in the "Day of Week 2" input field 52c. The discount rate corresponding to the day of the week entered in the "Day of the Week 3" input field 52d is entered in the "Discount Rate 3" input field 52g. In the example shown in FIG. 5B, for a product whose product code is "000001" and whose product name is "Product A," if the day of the week on which the sales accounting date falls is Monday, the price of the product is discounted by 10% on the invoice, and if the day of the week on which the sales accounting date falls is Thursday, the price of the product is discounted by 5% on the invoice. Also, for a product whose product code is "000002" and whose product name is "Product B," if the day of the week on which the sales accounting date falls is Wednesday, the price of the product is discounted by 5% on the invoice. In the example shown in FIG. 5B, the user can set up to three pairs of discount days and discount rates for each discounted product, but the number of pairs of discount days and discount rates is not limited to three.
[0017] Furthermore, if "Discount by quantity" is selected in step S11, the CPU 11 displays a product-specific discount setting screen 53 shown in FIG. 5C on the display unit 15. The product-specific discount setting screen 53 has input fields 53a to 53g for inputting information for each of the items "Product," "Quantity 1," "Quantity 2," "Quantity 3," "Discount Rate 1," "Discount Rate 2," and "Discount Rate 3" for each product to be discounted. The "Product" input field 53a is used to input the product code and product name of the product to be discounted, as in the input field 51a. The "Quantity 1" to "Quantity 3" input fields 53b to 53d are used to input the order quantity as a threshold for discounting the product input in the input field 53a. The "Discount Rate 1" input field 53e is used to input the discount rate corresponding to the order quantity input in the "Quantity 1" input field 53b. The "Discount Rate 2" input field 53f is used to input the discount rate corresponding to the order quantity input in the "Quantity 2" input field 53c. The "Discount Rate 3" input field 53g is entered with a discount rate corresponding to the order quantity entered in the "Quantity 3" input field 53d. In the example shown in FIG. 5C, for a product with a product code of "000001" and a product name of "Product A," if the order quantity recorded as sales is 10 or more but less than 50 units, the price of the product is discounted by 6% on the invoice; if the order quantity recorded as sales is 50 or more but less than 100 units, the price of the product is discounted by 8% on the invoice; and if the order quantity recorded as sales is 100 units or more, the price of the product is discounted by 10% on the invoice. Also, for a product with a product code of "000002" and a product name of "Product B," if the order quantity recorded as sales is 30 cases or more, the price of the product is discounted by 5% on the invoice. 5C, the user can set up to three pairs of order quantity and discount rate as thresholds for discounts for each discounted product, but the number of pairs of order quantity and discount rate as thresholds for discounts is not limited to three. As described above, the CPU 11 accepts the setting of predetermined conditions for each product and the discount rate associated with the predetermined conditions.
[0018] Next, the CPU 11 displays a customer registration screen 61 shown in FIG. 6 on the display unit 15 and accepts an input operation of information about customers (product suppliers) by the user via the operation unit 14. In particular, the CPU 11 accepts a setting operation for executing discount processing for each customer (step S13). When the user inputs information about the customer on the customer registration screen 61, the CPU 11 stores the information about the customer in the database 132 of the storage unit 13. In the example shown in FIG. 6, the customer registration screen 61 is broadly divided into a basic information area R11 and a tab area R12. The basic information area R11 has multiple input fields 611 for inputting basic information about the customer, such as "customer code" and "customer name." The tab area R12 has multiple input fields for inputting detailed information about the customer, such as "invoice" and "classification / abbreviation." Furthermore, the tab area R12 has tab buttons 612 corresponding to the above-mentioned "invoice," "classification / abbreviation," etc. For example, when the tab button 612 corresponding to "Bill" is pressed, input items 611 for inputting information about the bill are displayed in the tab area R12, as shown in Fig. 6. In the figure, the tab button corresponding to "Bill" is represented by the reference numeral 612.
[0019] Furthermore, the input field 611 provided in the tab area R12 includes a discount execution setting field 611a. In the discount execution setting field 611a, the CPU 11 accepts a setting for each customer as to whether or not to execute a discount process for a product based on the conditions set in steps S11 and S12 in the invoice issuance process described below. For a customer for whom the user has selected "1: Execute" in the discount execution setting field 611a, the CPU 11 executes a discount process for a product based on the conditions set in steps S11 and S12 in the invoice issuance process. On the other hand, for a customer for whom the user has selected "2: Do not execute" in the discount execution setting field 611a, the CPU 11 does not execute a discount process for a product in the invoice issuance process. In other words, the CPU 11 accepts a setting for each customer (commercial transaction partner) as to whether or not to apply a discount rate associated with predetermined conditions.
[0020] As described above, in the setting process, the CPU 11 accepts the setting of predetermined conditions and the discount rate associated with the predetermined conditions. The CPU 11 functions as a reception unit. The predetermined conditions are at least one of a predetermined sales recording date, a day of the week on the predetermined sales recording date, and a predetermined order quantity. The CPU 11 also accepts the setting of multiple predetermined conditions and the discount rates associated with each of the multiple predetermined conditions.
[0021] Next, CPU 11 displays sales slip input screen 71 shown in FIG. 7 on display unit 15, accepts sales slip information input operations by the user via operation unit 14, and executes sales slip input processing (step S2). When the user inputs sales slip information on sales slip input screen 71, CPU 11 stores the sales slip information in database 132 of storage unit 13. In the example shown in FIG. 7, sales slip input screen 71 has multiple input fields 711 for entering information related to the sales slip, such as "slip number," "slip date" (sales posting date), "scheduled shipping date," "customer" (customer code and customer name), and "addressee." In the "customer" field, when a customer code (e.g., "000012") is entered in input field 711a for that field, the customer name (e.g., "XX Trading Company Co., Ltd.") corresponding to that customer code, which is pre-registered in database 132, is displayed in input field 711b.
[0022] Furthermore, the sales slip input screen 71 has input fields 712 for inputting information about the product recorded as sales, such as "Product" (product code and product name), "Quantity" (order quantity), "Unit Name," "Quantity," "Bulk Quantity," "Unit Sales Price," "Purchase Price," "Sales Amount," "Purchase Number," "Tax Rate," "Gross Profit," and "Remarks." When a product code (e.g., "000001") is entered in the input field 712a for the "Product" field, the product name (e.g., "Product A") corresponding to the product code, which is pre-registered in the database 132, is displayed in the input field 712a. The CPU 11 also calculates the total of the "Sales Amount" entered in the input fields 712 and displays the calculated total in field 713.
[0023] Next, the CPU 11 causes the display unit 15 to display one of the invoice screens 81A-81C shown in FIGS. 8A-8C, and executes the invoice issuance process shown in FIG. 9 (step S3). The invoice screen 81A shown in FIG. 8A is the invoice screen displayed when "Discount by Date" is selected in step S11. The invoice screen 81B shown in FIG. 8B is the invoice screen displayed when "Discount by Day of Week" is selected in step S11. The invoice screen 81C shown in FIG. 8C is the invoice screen displayed when "Discount by Quantity" is selected in step S11. The invoice screens 81A-81C are provided with input fields 811-813 for inputting information for the fields "Customer Name," "Invoice Closing Date," and "Invoice Period," respectively. The invoice screens 81A-81C are also provided with a display field 814 for displaying the product codes and product names of products that have been recorded as sales. That is, the invoice screens 81A-81C include a row 820 containing a list of products transacted within the transaction period. Furthermore, the invoice screens 81A-81C include a column 821 that lists the dates of the "invoice period" (predetermined transaction period). Furthermore, the invoice screens 81A-81C are provided with display columns 815-817 for displaying information on each of the items, namely, "quantity" (order quantity), "unit price," and "amount" (sales amount), for each product and for each sales posting date.
[0024] CPU 11 accepts input operations by the user via operation unit 14 into the fields "Customer Name," "Billing Closing Date," and "Billing Period" in input fields 811 to 813, and displays the input information in input fields 811 to 813 (step S31). Next, CPU 11 obtains sales slip information from database 132 that corresponds to the customer entered in "Customer Name" input field 811 and the period entered in "Billing Period" input field 813 (step S32). Next, based on the sales slip information obtained in step S32, CPU 11 displays the product code and product name of the product that has been recorded as sales in display field 814, and displays the "Quantity" (order quantity) and "Unit Price" for each product and for each sales recording date in display fields 815 and 816, respectively (step S33).
[0025] Next, the CPU 11 refers to the information about the customer stored in the database 132 for the customer entered in the "Customer Name" input field 811 in step S31, and determines whether or not a discount process for the product is set to be performed (step S34). If a discount process for the product is set to be performed for the customer (step S34; YES), the CPU 11 acquires from the database 132 product-specific discount setting information corresponding to the product displayed in the "Product" display field 814 (step S35). Next, based on the product-specific discount setting information acquired in step S35, the CPU 11 calculates the sales amount (transaction amount) for transactions in which a discount process is not performed on the "price" (sales amount) of the product by multiplying the unit price of the product by the order quantity. On the other hand, for transactions in which a discount process is performed on the "price" (sales amount) of the product (transactions that meet predetermined conditions), the CPU 11 calculates the sales amount (transaction amount) by applying a discount rate associated with the predetermined conditions (step S36). The CPU 11 functions as a calculation unit. Next, the CPU 11 displays the "amount" (transaction amount) before discount processing and the "amount" (transaction amount) after discount processing in different display modes (step S37).
[0026] In the example shown in FIG. 8A , the product-specific discount setting information indicates that for a product named "Product A," if the sales posting date is the 20th, the price of the product will be discounted by 10% on the invoice, and that for the sales posting date is the 30th, the price of the product will be discounted by 5% on the invoice. Furthermore, the product-specific discount setting information indicates that for a product named "Product B," if the sales posting date is the 20th, the price of the product will be discounted by 20% on the invoice. Therefore, in step S36, the CPU 11 applies a 10% discount to the sales amount of "Product A" whose sales posting date is "March 20th." Then, in step S37, the CPU 11 displays the sales amount 81a of "Product A" whose sales posting date is "March 20th" in a display mode (for example, a red background color) different from the non-discounted sales amount. Also, in step S36, the CPU 11 applies a 5% discount to the sales amount of "Product A" whose sales posting date is "March 30th." Then, in step S37, the sales amount 81b of "product A" whose sales posting date is "March 30th" is displayed in a display mode (for example, a red background color) different from the non-discounted sales amount. Also, in step S36, the CPU 11 discounts the sales amount of "product B" whose sales posting date is "March 20th" by 20%. Then, in step S37, the CPU 11 displays the sales amount 81c of "product B" whose sales posting date is "March 20th" in a display mode (for example, a red background color) different from the non-discounted sales amount.
[0027] 8B, the product-specific discount setting information indicates that for a product named "Product A," if the sales accounting date falls on a Monday, the price of the product will be discounted by 10% on the invoice, and if the sales accounting date falls on a Thursday, the price of the product will be discounted by 5% on the invoice. Also, for a product named "Product B," if the sales accounting date falls on a Wednesday, the price of the product will be discounted by 5% on the invoice. Therefore, in step S36, the CPU 11 discounts the sales amount of "Product B" for which the sales recording date falls on a Wednesday ("Wednesday, March 1st" and "Wednesday, March 29th"). Then, in step S37, the CPU 11 displays the sales amount 82e and the sales amount 82f for "Product B" for which the sales recording date falls on a Wednesday in a display mode (for example, a red background color) different from the non-discounted sales amount. Also, in step S36, the CPU 11 discounts the sales amount of "Product A" for which the sales recording date falls on a Thursday ("Thursday, March 2nd" and "Thursday, March 30th"). Then, in step S37, the CPU 11 displays the sales amount 82a and the sales amount 82d for "Product A" for which the sales recording date falls on a Thursday in a display mode (for example, a red background color) different from the non-discounted sales amount. In step S36, the CPU 11 discounts the sales amount of "product A" for which the sales accounting date falls on a Monday ("Monday, March 6th" and "Monday, March 20th") by 10%. Then, in step S37, the CPU 11 displays the sales amount 82b and the sales amount 82c for "product A" for which the sales accounting date falls on a Monday in a display mode (for example, a red background color) different from the non-discounted sales amount.
[0028] 8C, the product-specific discount setting information indicates that for a product named "Product A," if the order quantity recorded as sales is 10 or more but less than 50 units, the price of the product will be discounted by 6% on the invoice; if the order quantity recorded as sales is 50 or more but less than 100 units, the price of the product will be discounted by 8% on the invoice; and if the order quantity recorded as sales is 100 units or more, the price of the product will be discounted by 10% on the invoice. Also, for a product named "Product B," if the order quantity recorded as sales is 30 cases or more, the price of the product will be discounted by 5% on the invoice. Therefore, in step S36, CPU 11 discounts the sales amount of "Product A" for which the order quantity recorded as sales is 10 or more but less than 50 units by 6%. Then, in step S37, the CPU 11 displays the sales amount 83a for "Product A" on "March 2," the sales amount 83b for "Product A" on "March 5," and the sales amount 83c for "Product A" on "March 20" in a display format (for example, a red background color) different from the non-discounted sales amounts. Also, in step S36, the CPU 11 discounts the sales amount of "Product A" for which the sales-recorded order quantity is 100 units or more by 10%. Then, in step S37, the CPU 11 displays the sales amount 83d for "Product A" on "March 29" in a display format (for example, a red background color) different from the non-discounted sales amount. Also, in step S36, the CPU 11 discounts the sales amount of "Product B" for which the sales-recorded order quantity is 30 cases or more by 5%. Then, in step S37, CPU 11 displays sales amount 83e for "product B" on "March 20th" in a display mode (for example, a red background color) that is different from the sales amount without discount. As described above, CPU 11 displays the sales amount (transaction amount) to which a discount rate associated with a predetermined condition has been applied and the transaction amount to which the discount rate has not been applied in different modes. Note that, if two or more predetermined conditions are set as discount conditions, CPU 11 may display the transaction amounts to which discount rates associated with different predetermined conditions have been applied in different modes (for example, a red background color and a blue background color).In addition, if multiple discount rates are set corresponding to one specified condition, the transaction amount to which a different discount rate is applied may be displayed in a different manner (for example, a red background and a blue background).
[0029] Next, the CPU 11 displays the "date" for which no discount processing is performed and the "date" for which discount processing is performed in different display modes. Alternatively, the CPU 11 displays the "quantity" (order quantity) for which no discount processing is performed and the "quantity" for which discount processing is performed in different display modes (step S38). That is, the CPU 11 writes, in the slip, items (such as "date" and "quantity") corresponding to the transaction amount to which a discount rate associated with a predetermined condition has been applied and items corresponding to the transaction amount to which the discount rate has not been applied in different display modes. Specifically, in the example shown in FIG. 8A, the CPU 11 displays the display column 81d for "March 20th" and the display column 81e for "March 30th," which are dates for which discounts have been performed, in a display mode (for example, a green background color) different from the display columns for dates for which no discounts have been performed. 8B, the CPU 11 displays a display column 82g for "Wednesday, March 1," a display column 82h for "Thursday, March 2," a display column 82i for "Monday, March 6," a display column 82j for "Monday, March 20," a display column 82k for "Wednesday, March 29," and a display column 82l for "Thursday, March 30," which are dates on which a discount was applied, in a display style (for example, a green background color) different from that of display columns for dates on which a discount was not applied. Also, in the example shown in FIG. 8C, the CPU 11 displays a "quantity" display column 83f for "March 2," a "quantity" display column 83g for "March 5," a "quantity" display column 83h for "March 20," and a "quantity" display column 83i for "March 29," which are quantities on which a discount was applied, for "product A," in a display style (for example, a green background color) different from that of display columns for "quantity" on which a discount was not applied. In addition, the CPU 11 displays the "Quantity" display field 83j for "March 20th", which is the quantity for which a discount was applied, for "Product B" in a different display mode (for example, a green background color) from the "Quantity" display field for which a discount was not applied.
[0030] On the other hand, if the CPU 11 determines that product discount processing is not to be performed for the customer (step S34; NO), the CPU 11 calculates the "amount" (sales amount) for each product and for each sales posting date based on the "quantity" (order quantity) and "unit price" displayed in step S33, and displays the calculated amount in display field 817 (step S39). Next, the CPU 11 calculates and displays a total amount 818 for each product during the billing period based on the "amount" (sales amount) for each product displayed in display field 817. The CPU 11 then calculates and displays an invoice amount 819, which is the sum of the total amounts 818 for all products (step S40). Next, the CPU 11 prints the invoice created on the invoice screens 81A to 81C using the printing unit 17 (step S41), and ends the invoice issuance process. That is, the CPU 11 outputs a slip containing information related to a commercial transaction, which has columns containing a list of dates for the "billing period" (a predetermined transaction period), rows containing a list of products traded during that transaction period, the order quantity, unit price, and transaction amount for each date and product, the total transaction amount for each product during that transaction period, and the total transaction amount for all products during that transaction period. The CPU 11 functions as a slip output unit.
[0031] As described above, the information processing device 1 of this embodiment includes a slip output unit (CPU 11) that outputs slips containing information related to commercial transactions; a reception unit (CPU 11) that receives settings for predetermined conditions and discount rates associated with the conditions; and a calculation unit (CPU 11) that calculates transaction amounts based on the order quantities and unit prices of products. The calculation unit calculates transaction amounts for transactions that meet the predetermined conditions received by the reception unit by applying the discount rates associated with the conditions. The slip output unit outputs slips containing one row and one column containing a list of transaction dates during a predetermined transaction period in which commercial transactions, including transactions that meet the predetermined conditions, were made; the other row and column containing a list of products traded during the transaction period; and the transaction dates, the order quantities for each product traded on those transaction dates, and the transaction amounts calculated by the calculation unit. Therefore, the order quantities and sales amounts after discounts (transaction amounts) can be recorded on slips for each sales recording date (transaction date) and for each product traded on those transaction dates. This allows slips to be output that provide detailed information about the transaction status during the transaction period, such as detailed discount details.
[0032] In the information processing device 1 of this embodiment, the reception unit (CPU 11) receives settings of predetermined conditions for each product and discount rates associated with the predetermined conditions. Therefore, more detailed discount settings can be made for each product.
[0033] In the information processing device 1 of this embodiment, the slip output unit (CPU 11) outputs a slip in which the transaction amount to which the discount rate associated with a predetermined condition is applied and the transaction amount to which the discount rate is not applied are written in different formats. Therefore, it is possible to distinguish at a glance the transaction amount to which the discount rate is applied and the transaction amount to which the discount rate is not applied.
[0034] In the information processing device 1 of this embodiment, the slip output unit (CPU 11) outputs a slip in which items corresponding to the transaction amount to which a discount rate associated with a predetermined condition has been applied and items corresponding to the transaction amount to which the discount rate has not been applied are written in different formats. Therefore, it is possible to distinguish at a glance the items (such as "date" and "quantity") corresponding to the transaction amount to which the discount rate has been applied from the transaction amount to which the discount rate has not been applied.
[0035] In the information processing device 1 of this embodiment, the reception unit (CPU 11) receives a setting as to whether or not to apply a discount rate associated with a predetermined condition for each business partner of a commercial transaction. Therefore, more detailed discount settings can be made for each business partner (customer) of a commercial transaction.
[0036] In the information processing device 1 of this embodiment, the predetermined condition is at least one of the predetermined sales entry date, the day of the week on which the predetermined sales entry date falls, and the predetermined order quantity. Therefore, more detailed discount settings can be made for at least one of the predetermined sales entry date, the day of the week on which the predetermined sales entry date falls, and the predetermined order quantity.
[0037] In the information processing device 1 of this embodiment, the reception unit (CPU 11) receives the setting of a first discount rate and a second discount rate for the discount rate associated with one of the predetermined conditions, and the slip output unit (CPU 11) outputs a slip in which the transaction amount to which the first discount rate has been applied and the transaction amount to which the second discount rate has been applied are written in different formats. Therefore, even when more detailed discount settings are made, the transaction amounts to which different discount rates have been applied can be distinguished at a glance.
[0038] In the information processing device 1 of this embodiment, the reception unit (CPU 11) receives the setting of a plurality of predetermined conditions and the setting of discount rates respectively associated with the plurality of predetermined conditions, thereby enabling more detailed discount settings to be made.
[0039] In the information processing device 1 of this embodiment, the slip output unit (CPU 11) outputs slips that state in different formats the transaction amount to which a discount rate associated with a predetermined condition has been applied and the transaction amount to which the discount rate has not been applied, and also states in different formats the transaction amounts to which discount rates associated with different predetermined conditions have been applied. Therefore, even when more detailed discount settings are made, the transaction amounts to which discount rates associated with different conditions have been applied can be distinguished at a glance.
[0040] While the present invention has been specifically described above based on the embodiments, the present invention is not limited to the above embodiments and can be modified without departing from the spirit of the present invention. For example, in the invoice issuance process of the above embodiment, CPU 11 applies a discount to the sales amount of the product, but this is not limited to this. CPU 11 may also apply a discount to the unit price of the product. Furthermore, CPU 11 may accept a selection operation in the setting process as to whether to apply a discount to the unit price of the product or to the sales amount of the product. Furthermore, CPU 11 may display both the sales amount before and after the discount on invoice screens 81A-81C. Furthermore, CPU 11 may display the unit price of the product in display column 814 on invoice screens 81A-81C and display an invoice screen that does not include the column of display column 816.
[0041] In the above embodiment, an example has been disclosed in which an HDD or SSD of the storage unit 13 is used as a computer-readable medium for the program according to the present invention, but this is not limiting. Portable recording media such as CD-ROMs can also be used as other computer-readable media. Furthermore, a carrier wave can also be used as a medium for providing data for the program according to the present invention via a communication line. [Explanation of symbols]
[0042] 1...information processing device, 11...CPU (slip output unit, reception unit, calculation unit)
Claims
1. a slip output unit that outputs a slip containing information related to the commercial transaction; a reception unit that receives settings of predetermined conditions and discount rates associated with the predetermined conditions; a calculation unit that calculates a transaction amount based on the ordered quantity and unit price of the product; Equipped with the calculation unit calculates the transaction amount by applying the discount rate to the transaction that meets the predetermined condition and is accepted by the acceptance unit; The slip output unit is an information processing device that outputs the slip, which includes one row and column containing a list of transaction dates during a specified transaction period in which commercial transactions, including the transaction that meets the specified conditions, were conducted, and the other row and column containing a list of the products traded within the transaction period, and the transaction dates and the order quantity and the transaction amount calculated by the calculation unit for each of the products traded on those transaction dates.
2. The information processing device according to claim 1 , wherein the reception unit receives settings of the predetermined conditions and the discount rate for each of the products.
3. 3. The information processing apparatus according to claim 1, wherein the slip output unit outputs the slip on which the transaction amount with the discount rate applied and the transaction amount without the discount rate applied are written in different formats.
4. 3. The information processing device according to claim 1, wherein the slip output unit outputs the slip in which items corresponding to the transaction amount with the discount rate applied and items corresponding to the transaction amount without the discount rate applied are written in different formats.
5. The information processing apparatus according to claim 1 , wherein the reception unit receives a setting for whether or not the discount rate is to be applied for each of the business partners of the commercial transaction.
6. 3. The information processing device according to claim 1, wherein the predetermined condition is at least one of a predetermined sales entry date, a day of the week on which the sales entry date falls, and a predetermined order quantity.
7. the receiving unit receives settings of a first discount rate and a second discount rate for the discount rate associated with any one of the predetermined conditions; 7. The information processing device according to claim 6, wherein the slip output unit outputs the slip on which the transaction amount to which the first discount rate has been applied and the transaction amount to which the second discount rate has been applied are written in different formats.
8. The information processing apparatus according to claim 6 , wherein the accepting unit accepts settings of a plurality of the predetermined conditions and settings of the discount rates associated with the plurality of the predetermined conditions, respectively.
9. The information processing device described in claim 7, wherein the slip output unit writes the transaction amount with the discount rate applied and the transaction amount without the discount rate applied in different formats, and outputs the slip in which the transaction amount with the discount rate corresponding to different specified conditions applied is written in different formats.
10. The computer of the information processing device, a slip output unit that outputs a slip containing information related to the commercial transaction; a reception unit that receives settings of predetermined conditions and discount rates associated with the predetermined conditions; a calculation unit that calculates a transaction amount based on the ordered quantity and unit price of the product; It functions as the calculation unit calculates the transaction amount by applying the discount rate to the transaction that meets the predetermined condition and is accepted by the acceptance unit; The slip output unit is a program that outputs the slip, which includes one row and column containing a list of transaction dates during a specified transaction period when commercial transactions, including the transaction that meets the specified conditions, were conducted, and the other row and column containing a list of the products that were traded during the transaction period, as well as the transaction dates and the order quantity and the transaction amount calculated by the calculation unit for each of the products traded on those transaction dates.
Citation Information
Patent Citations
Information processing system, information processing device, and program
JP2020201684A
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