A method, system and device for recording the trajectory of a salesperson

Abstract

The present application belongs to the technical field of mobile application development and field management, and particularly relates to a business employee track recording method, system and device, wherein the system comprises a task management module, which is used for creating a visiting task containing a visiting object in response to an operation of a management end, and associating pre-stored reference position information with the visiting object; the visiting task is sent to a terminal device of a target business employee; a punch card verification module is used for obtaining real-time position information of the terminal device in response to a punch card operation of the business employee on the terminal device; a distance between the real-time position information and reference position information of the visiting object is calculated, and it is determined whether the distance is less than a preset punch card threshold; and a track recording module generates a visiting track of the business employee within a preset time period.

Description

Technical Field

[0001] This invention belongs to the field of mobile application development and field management technology, and more specifically, it relates to a method, system and device for recording the trajectory of salespersons. Background Technology

[0002] With the development of mobile internet technology, location-based services (LBS) are widely used in enterprise attendance and field service management. Existing salesperson field service management solutions typically use mobile devices to obtain the location information of salespersons and mark discrete check-in points on electronic maps.

[0003] However, existing technologies have the following drawbacks in practical applications:

[0004] First, the attendance tracking system lacks a precise verification mechanism. Existing solutions typically only set up a fixed circular or rectangular attendance area, without linking it to the specific customer's delivery address or office location's latitude and longitude. Salespeople can clock in as long as they enter this large area, making it impossible to verify whether they have actually arrived at the customer's location. This easily leads to problems such as false attendance and proxy attendance, defeating the core purpose of attendance tracking management.

[0005] Second, data records are fragmented and lack correlation. Existing technology simply records the salesperson's latitude, longitude, and time, without forming a complete link with key business data such as customer information and visit tasks. This makes subsequent tracking and visit verification extremely cumbersome and inefficient.

[0006] Third, the trajectory display is not intuitive. Existing technology only presents discrete check-in points on the map and cannot connect these points into a coherent trajectory line in chronological order. Managers find it difficult to clearly trace the salesperson's complete visit route, visit order, and time spent at different customers.

[0007] Fourth, management efficiency is low. Task assignment, execution, and attendance data are disconnected. Task completion progress and customer visit status require manual statistics and updates, making automated coordination impossible and increasing management costs.

[0008] Patent document CN112927382B discloses a GIS-based facial recognition attendance system that uses irregularly shaped graphics as check-in areas and combines them with facial recognition for authentication. While this method improves the flexibility of the check-in area and the accuracy of location determination, the check-in area remains a static geographical range unrelated to specific business targets. It fails to address whether salespeople actually visit specific clients and does not link check-in behavior to specific visit tasks.

[0009] Therefore, in view of this, we will study and improve the existing structure and its shortcomings, and provide a method, system and device for recording the trajectory of salespersons, in order to achieve a more practical purpose. Summary of the Invention

[0010] In view of the problems mentioned in the background art above, the present invention provides a method, system and device for recording the trajectory of salespersons.

[0011] On one hand, the technical solution adopted by the present invention is as follows: a salesperson trajectory recording method, comprising the following steps: S1: in response to the operation of the management terminal, a visit task containing the visit object is created, and pre-stored reference location information is associated with the visit object, and the visit task is sent to the terminal device of the target salesperson; S2: in response to the check-in operation of the salesperson on the terminal device, the real-time location information of the terminal device is obtained; the distance between the real-time location information and the reference location information of the visit object is calculated, and it is determined whether the distance is less than a preset check-in threshold; S3: if the distance is less than the check-in threshold, the check-in operation is recorded, and a check-in record containing the check-in location and time is generated; all check-in records of the salesperson within a preset time period are obtained, and the location points corresponding to each check-in record are connected in chronological order to generate the salesperson's visit trajectory within the preset time period.

[0012] Furthermore, the visited object is a customer, and the reference location information is the latitude and longitude information of the customer's address.

[0013] Furthermore, the method also includes the following steps: S21: Obtain the device identifier of the terminal device used by the salesperson when making the first check-in or login, and bind the device identifier to the salesperson's account; In step S2, it is also determined whether the device identifier of the terminal device that initiates the check-in operation is consistent with the bound device identifier. If they are consistent, check-in is allowed.

[0014] Furthermore, the method also includes the following steps: S22: obtaining the salesperson's permission information, the permission information including temporary visit permission and / or monthly visit limit; in step S2, if the distance is greater than or equal to the check-in threshold, but it is determined that the salesperson has temporary visit permission, then check-in is allowed; and / or before or after the check-in verification step, counting the number of visits the salesperson has made in the current month, and determining whether the number of visits exceeds the monthly visit limit, and if it does not exceed the limit, then check-in is allowed.

[0015] Furthermore, the method also includes the following steps: S4: Simultaneously displaying the visit trajectory and the attendance record list on the visualization interface; in response to the selection operation of a certain trajectory point on the visit trajectory, highlighting the corresponding attendance record in the attendance record list, and / or displaying the details of the attendance record; in response to the selection operation of a certain attendance record in the attendance record list, locating and highlighting the corresponding trajectory point on the visit trajectory.

[0016] Furthermore, the method also includes the step: S5: automatically updating the completion status of the visit task and / or the visit status of the visited object based on the generated check-in records.

[0017] Furthermore, in step S1, the creation of the visit task also includes setting the visit method, which includes specifying a customer, specifying a number of customers, or specifying a visit scope; and associating the visit task with a corresponding visit object according to the visit method.

[0018] Secondly, a salesperson trajectory recording system includes: a task management module, used to respond to operations at the management end, create a visit task containing a visitee, and associate pre-stored reference location information with the visitee; send the visit task to the target salesperson's terminal device; a check-in verification module, used to respond to the salesperson's check-in operation on the terminal device, obtain the real-time location information of the terminal device; calculate the distance between the real-time location information and the reference location information of the visitee, and determine whether the distance is less than a preset check-in threshold; and a trajectory recording module, used to record the check-in operation if the distance is less than the check-in threshold, generate a check-in record containing the check-in location and time; obtain all check-in records of the salesperson within a preset time period, and connect the location points corresponding to each check-in record in chronological order to generate the salesperson's visit trajectory within the preset time period.

[0019] The third aspect includes a memory and a processor, the memory storing a computer program, and the processor executing the computer program to implement the steps of any of the methods described above.

[0020] Fourthly, it stores a computer program thereon, which, when executed by a processor, implements the steps of any of the methods described above.

[0021] The beneficial effects of this invention are:

[0022] 1. By transforming the benchmark for attendance verification into the latitude and longitude of specific customer addresses and combining it with real-time distance calculation, the fraudulent behavior of salespersons being able to attend attendance without actually being present is fundamentally eliminated, ensuring the authenticity of visit data.

[0023] 2. By connecting discrete check-in points in chronological order to generate a complete visit path, managers can intuitively trace the salesperson's visit sequence, route planning, and dwell time, greatly improving the transparency and readability of process management.

[0024] 3. The check-in behavior is linked to visit tasks and customer information, which enables automatic updates of task progress and dynamic management of customer visit status without manual intervention, significantly improving the efficiency and accuracy of field management.

[0025] 4. Through a combination of device binding, location distance verification, task permission control, and visit limit control, a robust anti-cheating network is formed. This not only prevents proxy clocking in but also effectively intercepts visits that exceed the permitted scope or permissions, significantly improving system security and management rigor.

[0026] 5. Through the two-way linkage display of trajectory and list, users can quickly switch between macro path and micro details, making operation convenient and information acquisition efficient. Attached Figure Description

[0027] The present invention can be further illustrated by the non-limiting embodiments given in the accompanying drawings;

[0028] Figure 1 This is a flowchart illustrating the steps of the salesperson trajectory recording method of the present invention;

[0029] Figure 2 This is a structural block diagram of the salesperson trajectory recording system of the present invention;

[0030] Figure 3 A schematic diagram of the structure of a computer system suitable for implementing the electronic device of the present invention. Detailed Implementation

[0031] Example 1:

[0032] A method for recording the movement of salespersons, including

[0033] S1: In response to the operation of the management terminal, create a visit task containing the visit object, associate the visit object with pre-stored reference location information, and send the visit task to the terminal device of the target salesperson;

[0034] In this step, the management side, such as enterprise administrators or team managers, creates visit tasks through the system backend or application. These tasks are the core of driving salespeople to make outbound visits.

[0035] Specifically:

[0036] Creating a visit task involves the administrator selecting "New Task" in the system and sending an HTTP POST request to the server-side task management interface via the web interface or mobile management application. The request body contains task parameters in JSON format: enter the task name, such as "Return Visit to Old Customers in the First Week of April," set the start and end times of the task, select the task status, such as "In Progress," and specify the team ID responsible for the task. After parsing the request, the server generates a unique task ID and persistently stores the task data in the `task` table of the MySQL database.

[0037] More importantly, the visit method can be set. The visit method can be to specify customers, where the administrator selects customers to be visited from the customer list; specify the number, where the system automatically allocates a specified number of customers randomly or according to rules from the unvisited customers; or specify the range, where a batch of customers is filtered according to region, customer type, etc. This information is stored in the corresponding data storage table.

[0038] In this invention, each customer's precise baseline location information, typically the latitude and longitude coordinates of their address, is pre-stored in the system's customer address storage table. These coordinates are converted from text addresses using geocoding services such as Gaode Map API and Baidu Map API, and are manually verified before being entered into the database. This forms the basis for subsequent accurate check-in verification. For newly developed customers not yet stored in the system, sales staff can manually add customers by entering their name and address before or during a visit. The system then calls a map service to convert the address into latitude and longitude coordinates, encrypts it via HTTPS, uploads it to the server, and stores it in the manually added customer storage table.

[0039] Based on the created team task ID, the system assigns task plans to the corresponding salesperson, specifying requirements such as salesperson ID, number of check-ins required, and number of customer visits, and stores these in the task plan table. Simultaneously, based on the visit method, specific customer information, customer type, or region information is associated with the task. Subsequently, the server pushes task notifications to the target salesperson's terminal device via the MQTT protocol. Upon receiving the notification, the terminal device proactively retrieves the complete task details from the server via the HTTP / 2 protocol and caches them in a local SQLite database for offline use.

[0040] When a salesperson logs into the application on their terminal device, the system retrieves their task plan and check-in configuration from the Redis cache based on their salesperson ID and team ID. For example, it reads the salesperson's store check-in range threshold, such as 50 meters or 100 meters, from the basic configuration storage table. If the cache is not found, the information is read from the MySQL database and written back to Redis, with an expiration time set. Simultaneously, the system preloads the baseline latitude and longitude information of the customers to be visited from the customer address storage table (either through MySQL sharding or manually added customer storage tables) for use during check-in.

[0041] S2: In response to the salesperson's check-in operation on the terminal device, obtain the real-time location information of the terminal device; calculate the distance between the real-time location information and the reference location information of the visited object, and determine whether the distance is less than a preset check-in threshold;

[0042] S21: Obtain the device identifier of the terminal device used by the salesperson when making the first check-in or login, and bind the device identifier to the salesperson's account; in step S2, it is also determined whether the device identifier of the terminal device that initiates the check-in operation is consistent with the bound device identifier. If they are consistent, check-in is allowed.

[0043] S22: Obtain the salesperson's permission information, including temporary visit permission and / or monthly visit limit; in step S2, if the distance is greater than or equal to the check-in threshold, but it is determined that the salesperson has temporary visit permission, then check-in is allowed; and / or before or after the check-in verification step, count the number of visits the salesperson has made in the current month, and determine whether the number of visits exceeds the monthly visit limit. If it does not exceed the limit, then check-in is allowed.

[0044] Perform this step when the salesperson arrives at the customer's site and is ready to clock out.

[0045] Specifically, when a salesperson opens the check-in interface on their terminal device and clicks the check-in button, the front-end application immediately obtains the current real-time latitude and longitude information through the GPS, Beidou and other positioning modules built into the mobile device. The server reads the customer's baseline latitude and longitude information from the Redis cache based on the customer ID associated with the current task. If the information is not found in the cache, it queries the customer_address table in the MySQL database and writes it back to Redis, setting the expiration time to 1 hour to reduce database pressure.

[0046] The server backend uses the Haversine formula to calculate the spherical distance between the real-time position and the reference position. The calculation formula is as follows:

[0047] Where RR is the Earth's radius, ϕ is the latitude, and λ is the longitude.

[0048] The calculated distance is compared with the attendance threshold read from the system configuration table. This threshold can be dynamically configured based on different departments or customer types.

[0049] First, a location verification is performed: it checks whether the calculated distance is less than the preset check-in threshold read from the basic configuration storage table, such as 50 meters. If so, the location verification passes.

[0050] Next, permission verification is performed: If the distance is less than the threshold, the system further verifies the salesperson's permissions. For example, it retrieves the salesperson's monthly visit limit from the salesperson information storage table and counts the number of visits they have made this month from their attendance records to determine if the limit has been reached. If the limit has not been reached, the permission verification passes. If the distance is greater than or equal to the threshold, the system checks whether the salesperson has temporary visit permissions. This permission can be temporarily granted by the management to handle special situations, such as customer relocation or location drift. If the salesperson has this permission, it is also considered to have passed the permission verification.

[0051] Finally, device verification is performed: The system obtains the unique identifier of the terminal device initiating the check-in operation, such as the IMEI number, device serial number, or MAC address. This identifier is compared with the device identifier bound to the salesperson's account in the system. If this is the salesperson's first check-in on this device, the system will automatically complete the binding. If the comparison results match, the device verification is passed.

[0052] Only when the location verification, permission verification, and device verification all pass will the system allow the salesperson to complete the check-in operation. During check-in, the salesperson can also upload photos taken on-site, storing them in the check-in photo storage table, and fill in remarks. The system automatically records all information for this check-in, including: task plan ID, salesperson ID, customer ID, real-time latitude and longitude, check-in time, device ID, uploaded photos, and remarks, and stores them all in the check-in record storage table. Simultaneously, the system updates the visit status of the corresponding customer in the task plan, for example, updating it from pending visit to visited.

[0053] S3: If the distance is less than the check-in threshold, record the check-in operation and generate a check-in record containing the check-in location and time; obtain all check-in records of the salesperson within a preset time period, and connect the location points corresponding to each check-in record in chronological order to generate the salesperson's visit trajectory within the preset time period;

[0054] S4: Simultaneously display the visit trajectory and the check-in record list on the visualization interface; in response to the selection operation of a certain trajectory point on the visit trajectory, highlight the corresponding check-in record in the check-in record list, and / or display the detailed information of the check-in record; in response to the selection operation of a certain check-in record in the check-in record list, locate and highlight the corresponding trajectory on the visit trajectory;

[0055] S5: Based on the generated check-in records, automatically update the completion status of the visit task and / or the visit status of the visited object.

[0056] Specifically: When a manager or salesperson needs to review their work trajectory over a certain period of time, the system filters the attendance records from the attendance record storage table based on the salesperson ID and the time period to obtain all attendance records within that time period.

[0057] The system sorts the collected attendance records according to the order of attendance time. Then, on the map component, it connects the locations of each attendance record with smooth line segments to form a complete and continuous movement trajectory. This trajectory clearly shows the order in which the salesperson visits customers, the walking route, and the movement process between each customer location.

[0058] The system simultaneously displays the generated map track and a list of attendance records on the interface. When an administrator clicks on a node on the map track, the system automatically highlights the corresponding attendance record in the attendance record list on the right, and can further pop up a details window to display the photo and notes for that attendance. Conversely, when an administrator clicks on a record in the attendance record list, the map track automatically positions the view to the corresponding track point and highlights it. This two-way interactive method greatly improves the efficiency and intuitiveness of data retrieval.

[0059] Through the above steps, the method in this embodiment not only solves the problem of whether or not to clock in, but also addresses a series of core issues in field management, such as whether the customer was actually visited, what the visit route was, and how well the task was completed.

[0060] Example 2:

[0061] A salesperson tracking system, comprising:

[0062] The task management module is used to respond to operations from the management terminal, create a visit task containing the visit target, associate the visit target with pre-stored baseline location information, and send the visit task to the target salesperson's terminal device.

[0063] The check-in verification module is used to respond to the check-in operation of the salesperson on the terminal device, obtain the real-time location information of the terminal device, calculate the distance between the real-time location information and the reference location information of the visited object, and determine whether the distance is less than a preset check-in threshold.

[0064] The trajectory recording module is used to record the current check-in operation if the distance is less than the check-in threshold, and generate a check-in record containing the location and time of the current check-in; to obtain all the check-in records of the salesperson within a preset time period, and to connect the location points corresponding to each check-in record in chronological order to generate the salesperson's visit trajectory within the preset time period.

[0065] It also includes a linked display module: deployed on the terminal device as part of the front-end application, used to simultaneously display the visit trajectory and check-in record list on the visual interface, and realize two-way interactive linkage between the two. This module is implemented by calling the terminal's map SDK and UI framework.

[0066] The modules communicate with each other over a network and use gRPC for internal service calls to ensure low latency and high reliability under high concurrency. The terminal devices and the server exchange data using HTTPS and WebSocket protocols.

[0067] Example 3: An electronic device includes a memory and a processor. The memory stores a computer program, and the processor executes the computer program to implement the steps of the method described in Example 1. The electronic device may be a smartphone, tablet computer, personal computer, or server.

[0068] Example 4: A computer-readable storage medium having a computer program stored thereon, wherein the computer program, when executed by a processor, implements the steps of the method described in Example 1. The storage medium may be a ROM, RAM, CD-ROM, magnetic tape, floppy disk, optical data storage device, etc.

[0069] The present invention has been described in detail above. The specific embodiments are provided only to help understand the method and core ideas of the present invention. It should be noted that those skilled in the art can make various improvements and modifications to the present invention without departing from its principles, and these improvements and modifications also fall within the protection scope of the claims of the present invention.

Claims

1. A method for recording the trajectory of a salesperson, characterized in that: Includes the following steps: S1: In response to the operation of the management terminal, create a visit task containing the visit object, associate the visit object with pre-stored reference location information, and send the visit task to the terminal device of the target salesperson; S2: In response to the salesperson's check-in operation on the terminal device, obtain the real-time location information of the terminal device; calculate the distance between the real-time location information and the reference location information of the visited object, and determine whether the distance is less than a preset check-in threshold; S3: If the distance is less than the check-in threshold, record the check-in operation and generate a check-in record containing the check-in location and time; obtain all check-in records of the salesperson within a preset time period, and connect the location points corresponding to each check-in record in chronological order to generate the salesperson's visit trajectory within the preset time period.

2. The salesperson trajectory recording method according to claim 1, characterized in that: The target of the visit is the customer, and the reference location information is the latitude and longitude information of the customer's address.

3. The salesperson trajectory recording method according to claim 1, characterized in that: The method further includes the following steps: S21: Obtain the device identifier of the terminal device used by the salesperson when making their first clock-in or login, and bind the device identifier to the salesperson's account; In step S2, it is also determined whether the device identifier of the terminal device that initiates the check-in operation is consistent with the bound device identifier. If they are consistent, check-in is allowed.

4. A method for recording the trajectory of a salesperson according to claim 1 or 3, characterized in that: The method further includes the following steps: S22: Obtain the salesperson's permission information, including temporary visit permissions and / or monthly visit limit; In step S2, if the distance is greater than or equal to the check-in threshold, but it is determined that the salesperson has temporary visitation privileges, then check-in is allowed. And / or before or after the check-in verification step, count the number of visits the salesperson has made in the current month, and determine whether the number of visits exceeds the monthly visit limit. If it does not exceed the limit, check-in is allowed.

5. The salesperson trajectory recording method according to claim 1, characterized in that: The method further includes the following steps: S4: Simultaneously display the visit trajectory and the check-in record list on the visualization interface; in response to the selection operation of a certain trajectory point on the visit trajectory, highlight the corresponding check-in record in the check-in record list, and / or display the details of the check-in record; in response to the selection operation of a certain check-in record in the check-in record list, locate and highlight the corresponding trajectory point on the visit trajectory.

6. The salesperson trajectory recording method according to claim 1, characterized in that: The method further includes the following steps: S5: Based on the generated check-in records, automatically update the completion status of the visit task and / or the visit status of the visited object.

7. The salesperson trajectory recording method according to claim 1, characterized in that: In step S1, the creation of the visit task further includes setting the visit method, which includes specifying a customer, specifying a number of customers, or specifying a visit scope; and associating the visit task with a corresponding visit object according to the visit method.

8. A salesperson trajectory recording system, characterized in that, The system for implementing the method of any one of claims 1 to 7 comprises: The task management module is used to respond to operations from the management terminal, create a visit task containing the visit target, associate the visit target with pre-stored baseline location information, and send the visit task to the target salesperson's terminal device. The check-in verification module is used to respond to the check-in operation of the salesperson on the terminal device, obtain the real-time location information of the terminal device, calculate the distance between the real-time location information and the reference location information of the visited object, and determine whether the distance is less than a preset check-in threshold. The trajectory recording module is used to record the current check-in operation if the distance is less than the check-in threshold, and generate a check-in record containing the location and time of the current check-in; to obtain all the check-in records of the salesperson within a preset time period, and to connect the location points corresponding to each check-in record in chronological order to generate the salesperson's visit trajectory within the preset time period.

9. An electronic device comprising a memory and a processor, characterized in that, The memory stores a computer program, and when the processor executes the computer program, it implements the steps of the method as described in any one of claims 1 to 7.

10. A computer-readable storage medium having a computer program stored thereon, characterized in that, When the computer program is executed by a processor, it implements the steps of the method as described in any one of claims 1 to 7.

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