Sales management device, sales management method, and sales management program

Abstract

To provide a sales management device or the like capable of automatically executing a rebate settlement process.SOLUTION: This sales management device for automatically executing a rebate settlement process can access sales data generated at the time of selling of a commodity and a rebate condition master which is information regarding a rebate generation condition. The sale data contains information in which a client, a commodity selling date, and a commodity sales amount are associated. The rebate condition master contains information in which the client, a ratio of a wholesale price to a retail price for calculating a rebate amount returned as a rebate, a deadline of a period for calculating the rebate money, a unit of a period for rebate settlement, a settlement month scheduled from the deadline, and a settlement day of the settlement month are associated. A control unit calculates the rebate amount corresponding to the client, a date of a deadline of the rebate amount, and a day for paying the rebate amount on the basis of the sales data and the rebate condition master, and generates the calculation result as rebate data.SELECTED DRAWING: Figure 6

Description

[Technical field]

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

[0002] Conventionally, there is known a gross profit management device that includes a means for storing a post-discount unit price master that sets the discounted unit price of a customer, a manufacturer, and a product, an order receiving means for acquiring order data including customer data, product data, order quantity, sales price, and sales cost, and a forecast amount acquiring means for acquiring forecast amount data including a rebate application amount, a forecast cost, and a forecast gross profit amount for the order data based on the post-discount unit price master (for example, see Patent Document 1). [Prior art documents] [Patent documents]

[0003] [Patent Document 1] JP 2021-157469 A Summary of the Invention [Problem to be solved by the invention]

[0004] The billing and payment of rebates is determined by a contract between the trading partner and the trading source, and the settlement process differs depending on the contents of the contract. For this reason, in order to comply with the contents of the contract, the settlement process of rebates was handled outside the settlement system. In this case, there was a risk of a burden being placed on the settlement process of rebates and errors occurring in the settlement process.

[0005] The present invention has been made in consideration of the above-mentioned problems, and has an object to provide a sales management device, a sales management method, and a sales management program that can automatically execute rebate settlement processing. [Means for solving the problem]

[0006] In order to solve the above-mentioned problems and achieve the object, a sales management device according to the present invention is a sales management device having a control unit that executes a settlement process of a rebate accrued to a business partner for sales of a product of a trading source, and is capable of accessing sales data generated at the time of sale of the product and a rebate condition master that is information related to the conditions for the rebate to be generated, the sales data including information that associates the business partner, a sales date of the product, and a sales amount of the product, and the rebate condition master including information that associates the business partner, a rate for calculating a rebate amount that is an amount to be returned as the rebate, a closing date of a period for calculating the rebate amount, a unit of a period for settling the rebate, a settlement month scheduled from the closing date, and a settlement date in the settlement month, and the control unit calculates the rebate amount corresponding to the business partner, a closing date for the rebate amount, and a payment date for paying the rebate amount based on the sales data and the rebate condition master, and generates the calculation result as rebate data.

[0007] In addition, the sales management device of the present invention may further include an input unit and a memory unit that stores the rebate condition master, and the control unit may register information of the rebate condition master based on input from the input unit.

[0008] Furthermore, a sales management method according to the present invention is a sales management method for executing a settlement process for a rebate to be generated for a business partner for sales of a product of a trading source, in which sales data generated at the time of sale of the product and a rebate condition master which is information related to the conditions for generating the rebate are used, the sales data includes information in which the business partner, the sales date of the product, and the sales amount of the product are associated with each other, the rebate condition master includes information in which the business partner, a rate for calculating a rebate amount which is an amount to be returned as the rebate, a closing date of a period for calculating the rebate amount, a unit of a period for settling the rebate, a settlement month scheduled from the closing date, and a settlement date in the settlement month are associated with each other, and a sales management device having a control unit calculates the rebate amount corresponding to the business partner, the closing date for the rebate amount, and the payment date for paying the rebate amount based on the sales data and the rebate condition master, and generates the calculation result as rebate data.

[0009] Furthermore, a sales management program according to the present invention is a sales management program for causing a sales management device having a control unit to execute a sales management method for executing a settlement process of a rebate accrued to a business partner for sales of a product of a trading source, the sales management program using sales data generated at the time of sale of the product and a rebate condition master which is information related to the conditions for the rebate, the sales data including information correlating the business partner, the sales date of the product, and the sales amount of the product, the rebate condition master including information correlating the business partner, a rate for calculating a rebate amount which is an amount to be returned as the rebate, a closing date of a period for calculating the rebate amount, a unit of a period for settling the rebate, a settlement month scheduled from the closing date, and a settlement date in the settlement month, and causing the sales management device to execute the following operations based on the sales data and the rebate condition master: calculate the rebate amount corresponding to the business partner, the closing date of the rebate amount, and the payment date for paying the rebate amount, and generate the calculation result as rebate data. Effect of the Invention

[0010] The present invention has the effect of enabling the rebate settlement process to be executed automatically. [Brief description of the drawings]

[0011] [Figure 1] FIG. 1 is a diagram illustrating an example of the configuration of a sales management device. [Diagram 2] FIG. 2 is a diagram showing an example of the timing of rebate generation and settlement. [Diagram 3] FIG. 3 is a diagram illustrating an example of sales data. [Figure 4] FIG. 4 is a diagram illustrating an example of the rebate condition master. [Diagram 5] FIG. 5 is a diagram illustrating an example of the rebate data. [Figure 6] FIG. 6 is a diagram showing an example of a flowchart relating to the sales management method. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0012] DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS Hereinafter, preferred embodiments of a sales management device, a sales management method, and a sales management program according to the present invention will be described in detail with reference to the accompanying drawings. Note that the present invention is not limited to the preferred embodiments.

[0013] [1. Configuration] An example of the configuration of the sales management device 100 according to this embodiment will be described with reference to Fig. 1 etc. Fig. 1 is a block diagram showing an example of the configuration of the sales management device 100.

[0014] The sales management device 100 executes a settlement process of a rebate that is generated by a business partner for the sales of a product of a business partner. Here, referring to FIG. 2, an example of the timing of rebate generation and settlement will be described. FIG. 2 is a diagram showing an example of the timing of rebate generation and settlement. A rebate is a rebate that is returned to the sales amount of a product, and is generated for each month's sales. For this reason, a predetermined rebate amount is generated on the settlement date of each month. On the other hand, since the timing of rebate settlement is determined by a contract between the business partner and the business partner, for example, in the case of quarterly settlement in April, July, October, and January, the rebates generated during the quarterly period are summed up and settled. The sales management device 100 of this embodiment is capable of executing a settlement process of rebates even when the timing of rebate generation and settlement is different.

[0015] The sales management device 100 is used, for example, in the food industry or retail industry. The sales management device 100 is constructed based on a commercially available desktop personal computer. Note that the sales management device 100 is not limited to being constructed based on a stationary information processing device such as a desktop personal computer, but may be constructed based on a portable information processing device such as a commercially available notebook personal computer, a PDA (Personal Digital Assistant), a smartphone, or a tablet personal computer.

[0016] The sales 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 included in the sales management device 100 are connected to each other so as to be able to communicate with each other via any communication path.

[0017] The communication interface unit 104 communicably connects the sales 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 sales management device 100 and the server 200 so that they can communicate with each other, and is, for example, the Internet or a LAN (Local Area Network). The data stored in the memory unit 106 may be stored in the server 200, for example.

[0018] 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 (including a home television), a speaker, or a printer. The input device 112 may be a keyboard, a mouse, a microphone, or a monitor that cooperates with a mouse 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.

[0019] 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.

[0020] The storage unit 106 stores sales data 106a, rebate condition master 106b, rebate data 106c, and the like.

[0021] FIG. 3 is a diagram showing an example of sales data. Sales data 106a is data generated when a product of a transaction source is sold. As shown in FIG. 3, sales data 106a includes items of sales number, sales date, customer, product, and sales amount, and these pieces of information are associated with each other. The sales number is a number that identifies the sale of the product to a transaction partner, and is a number assigned to each sale. The sales date is the date on which the product was sold to the transaction partner. The customer is an identification code for identifying the transaction partner. The product is an identification code for the product. The sales amount is the amount of the sale.

[0022] FIG. 4 is a diagram showing an example of the rebate condition master. The rebate condition master 106b is data in which the rebate generation conditions are set. The rebate condition master 106b is set by the trading source. That is, the control unit 102 can execute a process of registering the rebate condition master 106b in the storage unit 106 based on an input from the input device (input unit) 112. As shown in FIG. 4, the rebate condition master 106b includes items such as rebate condition number, customer, product, rate, closing date, settlement unit, settlement month, and settlement date, and these pieces of information are associated with each other. The customer and product are the same as those in the sales data 106a. The rebate condition number is a number for identifying the rebate generation conditions. The rate is a coefficient for calculating the rebate amount, and is multiplied by the sales amount. The closing date is the date that marks the closing of the period for which the rebate amount is calculated. The settlement unit is the unit of time for which rebates are settled, such as a quarter (June, September, December, March) or half year (September, March). The settlement month is the month in which settlement is scheduled to occur from the closing date. The settlement date is the day of settlement in the settlement month.

[0023] FIG. 5 is a diagram showing an example of the rebate data 106c. The rebate data 106c is generated based on the sales data 106a and the rebate condition master 106b, and is data related to the settlement of the rebate. As shown in FIG. 5, the rebate data 106c includes items such as the rebate number, the calculation date, the posting date, the customer, the rebate amount, the closing date, and the scheduled payment date, and these pieces of information are associated with each other. The customer is the same as the sales data 106a and the rebate condition master 106b. The rebate number is a number for identifying the settlement of the rebate. The calculation date is the date when the rebate is posted, and is calculated based on the sales date of the sales data 106a. The rebate amount is the amount of the rebate to be returned, and is the amount obtained by multiplying the sales amount by the rate. The closing date is the date on which the rebate is settled, and is calculated based on the closing date and settlement unit in the rebate condition master 106b. The scheduled payment date is the date on which the rebate is paid, and is calculated based on the closing date in the rebate data 106c and the settlement month and settlement date in the rebate condition master 106b.

[0024] Next, referring again to Fig. 1, the control unit 102 will be described. The control unit 102 is a CPU or the like that performs overall control of the sales management device 100. The control unit 102 has an internal memory for storing control programs such as an OS, programs that define various processing procedures, and required data, and executes various information processing based on these stored programs.

[0025] As information processing, the control unit 102 executes a settlement process for the rebate accrued to the trading partner based on various data stored in the storage unit 106 .

[0026] A specific example of the processing executed by the control unit 102 will be described in detail below in "2. Specific Example of Processing".

[0027] [2. Specific examples of processing] Here, a specific example of the process executed by the sales management device 100 will be described with reference to Fig. 6. Fig. 6 is a diagram showing an example of a flowchart relating to a sales management method. The sales management device 100 generates rebate data 106c based on sales data 106a and rebate condition master 106b.

[0028] 6, the control unit 102 receives a registration process of the rebate condition master 106b (step S101). When a registration operation of the rebate condition master 106b is input via the input device 112, the control unit 102 registers the rebate condition master 106b in the storage unit 106 based on the input from the input device 112.

[0029] Next, the control unit 102 acquires the sales data 106a and the rebate condition master 106b stored in the storage unit 106 (step S102). The control unit 102 executes a rebate settlement process based on the acquired sales data 106a and the rebate condition master 106b (step S103). In step S103, the control unit 102 executes a rebate settlement process for each sales number in the sales data 106a shown in FIG. 3, thereby calculating each item of the rebate data 106c shown in FIG. 5.

[0030] A specific explanation will be given of FIG. 5. Sales numbers "U0001" and "U0002" have sales dates in April, so the calculation is for April. In the calculation for April in FIG. 5, sales number "U0001" has a sales date of "4 / 15" and an accounting date of "4 / 20". Sales number "U0002" has a sales date of "4 / 30" and an accounting date of "4 / 30". In this case, since the accounting dates are different, the rebate settlement process is executed for sales number "U0001" and sales number "U0002". In other words, sales number "U0001" corresponds to rebate number "R00001", and sales number "U0002" corresponds to rebate number "R00002".

[0031] For rebate number "R00001," the rebate amount item is "150 yen" by multiplying the sales amount "5,000 yen" by the rate "0.03." In addition, since the accounting date is 4 / 20, the settlement unit of the rebate condition master 106b is quarterly, and the closing date of the rebate condition master 106b is the 20th, the closing date item is "6 / 20." And, since the settlement month of the rebate condition master 106b is the following month, and the settlement date is the "15th," the scheduled payment date item is "7 / 15." The same applies to rebate number "R00002."

[0032] In addition, the sales numbers "U0003" to "U0008" will be processed in the same way as the rebate number "R00001". Note that the sales numbers "U0003" and "U0004" will be processed together as the rebate settlement because the accounting dates are the same.

[0033] Then, the control unit 102 stores the rebate data 106c generated in the rebate settlement process in the storage unit 106 (step S104). After executing step S104, the control unit 102 ends the rebate settlement process. Note that the control unit 102 may use the generated rebate data 106c to create a document for confirming the rebate, create a payment slip for paying the rebate, or issue an invoice based on the rebate.

[0034] As described above, according to this embodiment, the rebate settlement process can be automatically executed according to the rebate generation conditions stipulated in the contract between the supplier and the trading partner. This reduces the burden of the rebate settlement process and also reduces mistakes in the settlement process.

[0035] Furthermore, according to this embodiment, since the rebate condition master 106b can be registered, even if the rebate generating conditions are different, the rebate settlement process can be appropriately executed according to the rebate generating conditions.

[0036] [3. 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.

[0037] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and electronic systems, thereby contributing to the achievement of SDGs Goals 12, 13, and 15.

[0038] Furthermore, this embodiment can contribute to strengthening control and governance, making it possible to contribute to Goal 16 of the SDGs.

[0039] [4. 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.

[0040] 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.

[0041] 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.

[0042] Moreover, with regard to the sales management device 100, each of the components shown in the figures is a functional concept, and does not necessarily have to be physically configured as shown in the figures.

[0043] For example, the processing functions of the sales 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 in a non-transient computer-readable recording medium that includes programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the sales 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.

[0044] In addition, this computer program may be stored in an application program server connected to the sales management device 100 via any network, and it is also possible to download all or part of it as necessary.

[0045] In addition, the program for executing the process described in this embodiment may be stored in a non-transitory 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.

[0046] 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 works with a separate program, such as an OS, to achieve its function. Note that the specific configuration and reading procedure for reading a recording medium in each device shown in the embodiments, as well as the installation procedure after reading, may use well-known configurations and procedures.

[0047] 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.

[0048] The sales management device 100 may be configured as an information processing device such as a known personal computer or a workstation, or may be configured as the information processing device to which any peripheral device is connected. The sales management device 100 may be realized by installing software (including programs or data, etc.) that causes the device to realize the processing described in this embodiment.

[0049] 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]

[0050] The present invention is useful in industries where rebates are given, such as the food or retail industries. [Explanation of symbols]

[0051] 100 Sales management device 102 Control section 104 Communication interface section 106 Storage section 106a Sales Data 106b Rebate condition master 106c Rebate Data 108 Input / Output Interface Section 112 Input Devices 114 Output Device 200 Servers 300 Network

Claims

1. A sales management device including a control unit that executes a settlement process for a rebate generated by a trading partner for the sales of a trading source's product, The sales data generated at the time of the sale of the product and the rebate condition master which is information related to the rebate generation conditions are accessible; The sales data includes information in which the business partner, the sales date of the product, and the sales amount of the product are associated with each other, The rebate condition master includes information in which the business partner, a rate for calculating a rebate amount, which is an amount to be returned as the rebate, a closing date of a period for calculating the rebate amount, a unit of a period for settling the rebate, a settlement month scheduled from the closing date, and a settlement date in the settlement month are associated with each other, The control unit is A sales management device calculates the rebate amount corresponding to the business partner, the closing date for the rebate amount, and the payment date for paying the rebate amount based on the sales data and the rebate condition master, and generates the calculation results as rebate data.

2. An input unit; A storage unit that stores the rebate condition master data, The control unit is 2. The sales management device according to claim 1, wherein information on the rebate condition master is registered based on an input from the input unit.

3. A sales management method for executing a settlement process for a rebate generated by a trading partner for the sales of a trading source's product, comprising: The sales data generated at the time of the sale of the product and the rebate condition master, which is information related to the rebate generation conditions, are used, The sales data includes information in which the business partner, the sales date of the product, and the sales amount of the product are associated with each other, The rebate condition master includes information in which the business partner, a rate for calculating a rebate amount, which is an amount to be returned as the rebate, a closing date of a period for calculating the rebate amount, a unit of a period for settling the rebate, a settlement month scheduled from the closing date, and a settlement date in the settlement month are associated with each other, A sales management method executed by a sales management device having a control unit, which calculates the rebate amount corresponding to the business partner, the closing date for the rebate amount, and the payment date for paying the rebate amount based on the sales data and the rebate condition master, and generates the calculation results as rebate data.

4. A sales management program for causing a sales management device having a control unit to execute a sales management method for executing a settlement process for a rebate generated by a trading partner for the sales of a trading source's product, The sales data generated at the time of the sale of the product and the rebate condition master, which is information related to the rebate generation conditions, are used, The sales data includes information in which the business partner, the sales date of the product, and the sales amount of the product are associated with each other, The rebate condition master includes information in which the business partner, a rate for calculating a rebate amount, which is an amount to be returned as the rebate, a closing date of a period for calculating the rebate amount, a unit of a period for settling the rebate, a settlement month scheduled from the closing date, and a settlement date in the settlement month are associated with each other, A sales management program for causing the sales management device to calculate the rebate amount corresponding to the business partner, the closing date for the rebate amount, and the payment date for paying the rebate amount based on the sales data and the rebate condition master, and generate the calculation results as rebate data.

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