Business support device, business support method, and business support program

Abstract

To provide a business support device, a business support method, and a business support program that support realization of fair performance evaluation of a person in charge of sales.SOLUTION: A business support device includes: an extraction unit that references a transfer standard master, which includes a customer, a person in charge, a product, a transfer destination person in charge, a transfer rate or a transfer unit price, and extracts sales data including the customer, the person in charge, and the product of the transfer standard master from the sales data; a transfer gross profit calculation unit that calculates, when a transfer standard master corresponding to the sales data includes the transfer rate, a transfer gross profit amount by multiplying a gross profit amount of the sales data by a transfer rate, and calculates, when the transfer standard master corresponding to the sales data includes a transfer unit price, the transfer gross profit amount by multiplying a quantity of the sales data by the transfer unit price; and a performance evaluation data generation unit that registers and generates sales slip number of the sales data, the customer and the product, the transfer destination person in the transfer standard master corresponding to the sales data, and the transfer gross profit amount calculated by the transfer gross profit amount calculation unit in performance evaluation data.SELECTED DRAWING: Figure 9

Description

[Technical Field]

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

[0002] Patent Document 1 discloses a calculation and payment system that provides workers who provide high-quality work with a performance-linked bonus that prevents a decline in motivation along with the results. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2017-107315 Summary of the Invention [Problem to be solved by the invention]

[0004] In a company where multiple sales representatives are active in a transaction with one client, it is not possible to grasp the actual contribution of each sales representative, and it is not possible to fairly evaluate the performance of each sales representative.

[0005] The present invention has been made in view of the above, and has as its object to provide a business support device, a business support method, and a business support program that support the realization of fair performance evaluation of sales representatives. [Means for solving the problem]

[0006] In order to solve the above-mentioned problems and achieve the object, the business support device of the present invention includes an extraction unit that references a transfer reference master that includes at least customer identification information, person in charge identification information, product identification information, transfer destination person in charge identification information, and a transfer rate or transfer unit price, and extracts sales data including the customer identification information, person in charge identification information, and product identification information included in the transfer reference master from sales data that includes at least sales slip identification information, customer identification information, person in charge identification information, product identification information, quantity, and gross profit amount; and when a transfer rate is included in the transfer reference master corresponding to the extracted sales data, an extraction unit extracts sales data including the customer identification information, person in charge identification information, and product identification information included in the sales data. The data processing system includes a transfer gross profit calculation unit that calculates a transfer gross profit amount by multiplying the gross profit amount by the transfer rate, and, if a transfer unit price is included in the transfer reference master corresponding to the extracted sales data, calculates a transfer gross profit amount by multiplying the quantity included in the sales data by the transfer unit price; and a performance evaluation data generation unit that registers the sales slip identification information, the customer identification information, and the product identification information included in the extracted sales data, the transfer destination person in charge identification information included in the transfer reference master corresponding to the extracted sales data, and the transfer gross profit amount calculated by the transfer gross profit calculation unit in performance evaluation data, and generates performance evaluation data.

[0007] In order to solve the above-mentioned problems and achieve the objectives, the business support device of the present invention has a transfer gross profit calculation unit that, after calculating the transfer gross profit amount corresponding to the extracted sales data, adds up the transfer gross profit amounts for each sales slip identification information included in the performance evaluation data to calculate a combined transfer gross profit amount, and subtracts the combined transfer gross profit amount from the gross profit amount of the sales data corresponding to the sales slip identification information to calculate a person in charge gross profit amount, and the performance evaluation data generation unit registers the sales slip identification information, the customer identification information, the person in charge identification information, and the product identification information from the sales data corresponding to the sales slip identification information, and the calculated person in charge gross profit amount in the performance evaluation data, thereby generating the performance evaluation data.

[0008] In order to solve the above-mentioned problems and achieve the object, the business support method according to the present invention includes an extraction step in which an extraction unit refers to a transfer reference master containing at least customer identification information, person in charge identification information, product identification information, transfer destination person in charge identification information, and a transfer rate or transfer unit price, and extracts sales data containing the customer identification information, the person in charge identification information, and the product identification information contained in the transfer reference master from sales data containing at least sales slip identification information, customer identification information, person in charge identification information, product identification information, quantity, and gross profit amount; and a transfer gross profit amount calculation unit calculates, when a transfer rate is included in the transfer reference master corresponding to the extracted sales data, and a performance evaluation data generation step in which a performance evaluation data generation unit registers the sales slip identification information, the customer identification information, and the product identification information contained in the extracted sales data, the transfer destination person in charge identification information contained in the transfer reference master corresponding to the extracted sales data, and the transfer gross profit amount calculated by the transfer gross profit calculation unit in performance evaluation data, thereby generating performance evaluation data.

[0009] In order to solve the above-mentioned problems and achieve the object, the business support program of the present invention includes a computer, an extracting unit that references a transfer reference master that includes at least customer identification information, person in charge identification information, product identification information, transfer destination person in charge identification information, and a transfer rate or transfer unit price, and extracts sales data including the customer identification information, person in charge identification information, and product identification information included in the transfer reference master from sales data that includes at least sales slip identification information, customer identification information, person in charge identification information, product identification information, quantity, and gross profit amount; and when a transfer rate is included in the transfer reference master corresponding to the extracted sales data, extracts the sales data including the customer identification information, person in charge identification information, and product identification information. and a transfer gross profit calculation unit that calculates a transfer gross profit amount by multiplying the quantity included in the sales data by the transfer rate if the transfer unit price is included in the transfer reference master corresponding to the extracted sales data; and a performance evaluation data generation unit that registers the sales slip identification information, the customer identification information, and the product identification information included in the extracted sales data, the transfer destination person in charge identification information included in the transfer reference master corresponding to the extracted sales data, and the transfer gross profit amount calculated by the transfer gross profit calculation unit in performance evaluation data, and generates performance evaluation data. [Effects of the Invention]

[0010] The present invention can help achieve fair performance evaluation of sales representatives. [Brief explanation of the drawings]

[0011] [Figure 1] FIG. 1 is a diagram showing an outline of the processing of the task assistance device according to this embodiment. [Figure 2] FIG. 2 is a diagram illustrating an example of the configuration of the task assistance device according to this embodiment. [Figure 3] FIG. 3 is a diagram showing an example of the transfer reference master according to this embodiment. [Figure 4] FIG. 4 is a diagram showing an example of sales data according to this embodiment. [Figure 5] FIG. 5 is a diagram showing an example of performance evaluation data according to this embodiment. [Figure 6] FIG. 6 is a diagram showing an example of the master registration process according to this embodiment. [Figure 7] FIG. 7 is a diagram showing an example of the sales input process according to this embodiment. [Figure 8] FIG. 8 is a diagram showing an example of gross profit transfer processing according to this embodiment. [Figure 9] FIG. 9 is a diagram showing an example of gross profit transfer processing according to this embodiment. [Figure 10] FIG. 10 is a diagram showing an example of gross profit transfer processing according to this embodiment. [Figure 11] FIG. 11 is a diagram showing an example of an output image according to this embodiment. DETAILED DESCRIPTION OF THE INVENTION

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

[0013] [1. Overview] In trading companies, when negotiating a deal, it is common to proceed not only with the client's sales representative, but also with the cooperation of sales representatives in the same industry or dealing with the same products (such as negotiating prices with suppliers). However, after the deal was concluded, only one client's sales representative could be registered in the sales management system. Therefore, the sales and gross profit results by representative on the sales management system only showed the results of the client's sales representative.

[0014] As a result, it was not possible to grasp the actual contribution of sales representatives other than the client's sales representative who contributed to closing the deal with the business partner, and it was not possible to fairly evaluate the performance of sales representatives.

[0015] This invention focuses on the fact that contribution to sales negotiations can be quantified as "time spent on sales negotiation activities" and "results of price negotiations with suppliers." "Time spent on sales negotiation activities" can be grasped from the daily sales reports recorded by sales representatives, and this can be set as a transfer rate based on the total time spent by everyone involved in the sales negotiations. "Results of price negotiations with suppliers" can be expressed in actual terms as contribution to gross profit by multiplying the results of price negotiations with suppliers (= unit price reductions) by the quantity of each transaction.

[0016] The present invention creates new performance evaluation data in the sales system database, and creates new master data that sets gross profit transfer standards for the transfer rate of "time spent on sales negotiation activities" and the unit price of "results of price negotiations with suppliers." Based on the newly created master data, the present invention transfers gross profit results from sales data, registers the results in performance evaluation data, and transfers gross profit results, thereby supporting fair evaluation of sales representatives' performance.

[0017] Regarding the overall processing flow of the present invention, as shown in Figure 1, after a deal is concluded, the contribution of each sales representative is confirmed, a transfer reference value is determined, and the representative registers the determined transfer reference value in the transfer reference master (step S1). Next, the representative performs sales input processing for daily sales, registers the sales data, and generates sales data (step S2). Next, for the sales data, gross profit transfer processing is performed based on the transfer reference master, and the results are registered in the performance evaluation data, generating performance evaluation data (step S3).

[0018] [2. Configuration] An example of the configuration of the task assistance device 100 according to this embodiment will be described with reference to Fig. 2 etc. Fig. 2 is a block diagram showing an example of the configuration of the task assistance device 100.

[0019] The business support device 100 is constructed based on a commercially available desktop personal computer. Note that the business support device 100 is not limited to being constructed based on a stationary information processing device such as a desktop personal computer, but may also 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.

[0020] The business assistance device 100 includes 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 business assistance device 100 are connected to each other so as to be able to communicate with each other via any communication path.

[0021] The communication interface unit 104 communicably connects the business assistance 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 business assistance 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). Note that the data stored in the memory unit 106 may be stored in the server 200, for example.

[0022] 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 achieve 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.

[0023] Various databases, tables, files, etc. are stored in the storage unit 106. Computer programs that work in conjunction with the OS (Operating System) to issue commands to the CPU (Central Processing Unit) to perform various processes are recorded in the storage unit 106. The storage unit 106 can be, for example, a memory device such as RAM (Random Access Memory) or ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, etc.

[0024] The storage unit 106 stores a transfer reference master 106a (corresponding to the transfer reference master of the present invention), sales data 106b (corresponding to the sales data of the present invention), performance evaluation data 106c (corresponding to the performance evaluation data of the present invention), and the like.

[0025] The transfer criteria master 106a is used to manage the transfer criteria for transferring gross profit. As shown in Fig. 3, the transfer criteria master 106a stores the customer (corresponding to the customer identification information of the present invention), the person in charge (corresponding to the person in charge identification information of the present invention), the product (corresponding to the product identification information of the present invention), the setting criteria for setting the transfer rate or transfer unit price, the transfer destination person in charge (corresponding to the transfer destination person identification information of the present invention), the transfer rate for setting a specific transfer rate value, and the transfer unit price for setting a specific unit price value.

[0026] Sales data 106b manages sales, as shown in Fig. 4. Sales data 106b stores sales slip identification information (e.g., sales slip number, etc.), sales date, customer, person in charge, product, quantity, sales price, sales amount, cost price, cost amount, gross profit, etc.

[0027] The performance evaluation data 106c is used to manage the transfer amount of gross profit, as shown in Fig. 5. The performance evaluation data 106c stores sales slip identification information, sales date, customer, person in charge, product, quantity, original gross profit amount which is the gross profit amount before transfer, setting criteria, transfer rate, transfer unit price, and transfer gross profit amount which is the gross profit amount after transfer, etc.

[0028] 1, the control unit 102 is a CPU or the like that performs overall control of the business support device 100. The control unit 102 has an internal memory for storing control programs such as an OS, programs that define various processing procedures, required data, etc., and executes various information processing operations based on these stored programs.

[0029] The control unit 102 conceptually includes a transfer standard master registration processing unit 102a, a sales input processing unit 102b, and a gross profit transfer processing unit 102c (including the extraction unit, transfer gross profit calculation unit, and performance evaluation data generation unit of the present invention).

[0030] The transfer reference master registration processing unit 102a displays the transfer reference master maintenance screen MA in response to instructions from the person in charge, etc. The transfer reference master registration processing unit 102a registers the customer, person in charge, product, setting criteria, transfer destination person in charge, and transfer rate or transfer unit price, etc., set on the transfer reference master maintenance screen MA by the person in charge, etc., into the transfer reference master 106a, thereby generating the transfer reference master 106a.

[0031] The sales input processing unit 102b registers the sales slip identification information, sales date, customer, person in charge, product, quantity, sales price, sales amount, cost price, cost amount, gross profit amount, etc. for daily sales by the person in charge in the sales data 106b, and generates the sales data 106b.

[0032] The gross profit transfer processing unit 102c performs the following processes (11) and (12) as prerequisite processes to generate the business performance evaluation data 106c. (11) The transfer processing screen MB is displayed, and the person in charge sets the target month in area MB1, the person in charge in area MB2, or the customer in area MB3, and operates the execute button MB4. (12) Based on the target month in area MB1 set by the person in charge, the person in area MB2, or the customer in area MB3, target sales data 106b is extracted from the sales data 106b.

[0033] The gross profit transfer processing unit 102c performs the following steps (21) to (24) to process the sales data that does not require transfer, and generates the business performance evaluation data 106c. (21) Based on the customer, person in charge, and product included in the transfer reference master 106a, refer to the sales data 106b extracted in (12) and extract sales data 106b that does not include the customer, person in charge, and product included in the transfer reference master 106a. (22) Based on the sales data 106b extracted in (21), the sales slip number, sales date, customer, person in charge, product, and quantity are registered in the performance evaluation data 106c. (23) The gross profit amount of the sales data 106b extracted in (21) is registered as the original gross profit amount and the transferred gross profit amount of the performance evaluation data 106c. (24) (22) and (23) are registered in the performance evaluation data 106c, and the performance evaluation data 106c is generated.

[0034] Next, the gross profit transfer processing unit 102c performs the following steps (31) to (46) to process the sales data for which the transfer rate has been set, and generates the business performance evaluation data 106c. (31) Extract records whose set criteria is "rate" from the transfer criteria master 106a. (32) The sales data 106b extracted in (12) is referenced, and records of the sales data 106b including the customer, person in charge, and product of the records of the transfer reference master 106a extracted in (31) are extracted.

[0035] (33) The following process is carried out for each sales slip number of the record of the sales data 106b extracted in (32). (34) The gross profit amount of the sales data 106b of the target sales slip number is multiplied by the transfer rate of the transfer standard master 106a extracted in (31) to calculate the transfer gross profit amount. (35) Based on the sales data 106b of the target sales slip number, the sales slip number, sales date, customer, product, quantity, and original gross profit amount (gross profit amount in the sales data 106b) are registered in the performance evaluation data 106c.

[0036] (36) The transferee person in charge of the record of the transfer criteria master 106a extracted in (31) is registered as the person in charge of the performance evaluation data 106c. (37) The "rate" of the setting criteria and the transfer rate of the record of the transfer criteria master 106a extracted in (31) are registered in the setting criteria and transfer rate of the performance evaluation data 106c. (38) The transfer gross profit amount calculated in (34) is registered as the transfer gross profit amount in the performance evaluation data 106c. (39) (35) to (38) are registered in the performance evaluation data 106c, and the performance evaluation data 106c is generated.

[0037] (40) For the sales data 106b of the target sales slip number, if the customer, person in charge, and product also match those included in the record of the transfer reference master 106a extracted in (31), execute the processes (34) to (39). For the sales data 106b of the target sales slip number, repeat the processes (34) to (39) until the sales data no longer match the customer, person in charge, and product included in the record of the transfer reference master 106a extracted in (31).

[0038] (41) The transfer gross profit amounts of the performance evaluation data 106c including the target sales slip number are summed up. (42) The sum of (41) is subtracted from the gross profit amount of the sales data 106b of the target sales slip number to calculate the gross profit amount of the person in charge. (43) Based on the sales data 106b of the target sales slip number, the sales slip number, sales date, customer, person in charge, product, quantity, and original gross profit amount (gross profit amount in the sales data 106b) are registered in the performance evaluation data 106c.

[0039] (44) The gross profit amount calculated in (42) is registered as the transfer gross profit amount in the record of the performance evaluation data 106c for the target sales slip number. (45) The "rate" of the setting criteria of the record of the transfer criteria master 106a extracted in (31) is registered as the setting criteria of the record of the performance evaluation data 106c of the target sales slip number. (46) (43) to (45) are registered in the performance evaluation data 106c, and the performance evaluation data 106c is generated.

[0040] Next, the gross profit transfer processing unit 102c performs the following steps (51) to (66) to process the sales data for which the transfer unit price has been set, and generates the business performance evaluation data 106c. (51) Records in which the set criterion is "unit price" are extracted from the transfer criterion master 106a. (52) The sales data 106b extracted in (12) is referenced, and records of the sales data 106b including the customer, person in charge, and product of the records of the transfer reference master 106a extracted in (51) are extracted.

[0041] (53) The following process is carried out for each sales slip number of the record of the sales data 106b extracted in (52). (54) The transfer gross profit amount is calculated by multiplying the quantity of the sales data 106b of the target sales slip number by the transfer unit price of the transfer standard master 106a extracted in (51). (55) Based on the sales data 106b of the target sales slip number, the sales slip number, sales date, customer, product, quantity, and original gross profit amount (gross profit amount in the sales data 106b) are registered in the performance evaluation data 106c.

[0042] (56) The transferee person in charge of the record of the transfer criteria master 106a extracted in (51) is registered as the person in charge of the performance evaluation data 106c. (57) The "unit price" of the setting standard and the transfer unit price of the record of the transfer standard master 106a extracted in (51) are registered in the setting standard and the transfer unit price of the performance evaluation data 106c. (58) The transfer gross profit amount calculated in (57) is registered as the transfer gross profit amount in the performance evaluation data 106c. (59) (55) to (58) are registered in the performance evaluation data 106c, and the performance evaluation data 106c is generated.

[0043] (60) For the sales data 106b of the target sales slip number, if the customer, person in charge, and product also match those included in the record of the transfer reference master 106a extracted in (51), execute the processes from (54) to (59). For the sales data 106b of the target sales slip number, repeat the processes from (54) to (59) until the sales data no longer match the customer, person in charge, and product included in the record of the transfer reference master 106a extracted in (51).

[0044] (61) The transfer gross profit amounts of the performance evaluation data 106c including the target sales slip number are summed up. (62) The sum of (61) is subtracted from the gross profit amount of the sales data 106b of the target sales slip number to calculate the gross profit amount of the person in charge. (63) Based on the sales data 106b of the target sales slip number, the sales slip number, sales date, customer, person in charge, product, quantity, and original gross profit amount (gross profit amount in the sales data 106b) are registered in the performance evaluation data 106c.

[0045] (64) The gross profit amount calculated in (62) is registered as the transfer gross profit amount in the record of the performance evaluation data 106c for the target sales slip number. (65) The "unit price" of the setting criteria of the record of the transfer criteria master 106a extracted in (51) is registered as the setting criteria of the record of the performance evaluation data 106c of the target sales slip number. (66) (63) to (65) are registered in the performance evaluation data 106c, and the performance evaluation data 106c is generated.

[0046] [3. Specific examples of processing] A specific example of the processing executed by the task assistance device 100 configured as described above will be described in detail with reference to FIGS. 6 to 11. FIG.

[0047] (Step S1: Transfer standard master registration process) The person in charge will instruct the system to display the transfer criteria master maintenance screen MA. Note that while the processing for the transfer criteria master maintenance screen MA(A) in Figure 6, which registers the transfer rate, will be described, the same processing is also performed for the transfer criteria master maintenance screen MA(B) in Figure 6, which registers the transfer unit price.

[0048] The transfer reference master registration processing unit 102a displays a transfer reference master maintenance screen MA.

[0049] The person in charge sets the customer "TOK001", the person in charge of the customer "TAN001", the product "SYO001", and the setting standard to "0" indicating the rate in area MA1 of the transfer criteria master maintenance screen MA (see transfer criteria master maintenance screen MA(A) in Figure 6).

[0050] The transfer reference master registration processing unit 102a then displays "XY Industries" corresponding to customer "TOK001" in area MA1 of the transfer reference master maintenance screen MA, and displays "Person in Charge A" corresponding to the person in charge of the customer, "TAN001." The transfer reference master registration processing unit 102a displays "Product A" corresponding to product "SYO001" and "Rate" corresponding to the setting standard "0" (see transfer reference master maintenance screen MA(A) in Figure 6). Note that because the setting standard is set to "0," the transfer reference master registration processing unit 102a displays area MA2 so that the transfer unit price cannot be entered.

[0051] Next, the person in charge sets the transfer recipient persons "TAN002" and "TAN003" in area MA2 of the transfer criteria master maintenance screen MA, and sets the corresponding transfer rates of "20%" and "10%" respectively (see transfer criteria master maintenance screen MA(a) in Figure 6).

[0052] The transfer reference master registration processing unit 102a displays "Person in Charge B" corresponding to the transfer recipient person in charge "TAN002" in area MA2 of the transfer reference master maintenance screen MA. The transfer reference master registration processing unit 102a displays "Person in Charge C" corresponding to the transfer recipient person in charge "TAN003" in area MA2 of the transfer reference master maintenance screen MA.

[0053] Next, the person in charge checks the contents displayed on the transfer reference master maintenance screen MA and instructs that they be registered in the transfer reference master 106a.

[0054] Based on the contents set on the transfer reference master maintenance screen MA(A) in Figure 6, the transfer reference master registration processing unit 102a registers the customer "TOK001: XY Industries", person in charge "TAN001: Person in charge A", product "SYO001: Product A", setting standard "0: Rate", transfer destination person in charge "TAN002: Person in charge B", and transfer rate "20%" in the transfer reference master 106a, and generates the transfer reference master 106a (see transfer reference master 106a in Figure 6).

[0055] Based on the contents set on the transfer reference master maintenance screen MA(A) in Figure 6, the transfer reference master registration processing unit 102a registers the customer "TOK001: XY Industries", the person in charge "TAN001: Person in charge A", the product "SYO001: Product A", the setting standard "0: Rate", the transfer destination person in charge "TAN003: Person in charge C", and the transfer rate "10%" in the transfer reference master 106a, and generates the transfer reference master 106a (see transfer reference master 106a in Figure 6).

[0056] (Step S2: Sales input process) The person in charge or the like instructs the display of a sales input screen (not shown).

[0057] The sales input processing unit 102b displays a sales input screen.

[0058] The person in charge refers to the sales information, enters the sales slip number, sales date, customer, person in charge, product, quantity, unit sales price, sales amount, unit cost price, cost amount, gross profit amount, etc. on the sales input screen, and instructs the information to be registered in sales data 106b.

[0059] Based on the information set by the person in charge, the sales input processing unit 102b registers the information in the sales data 106b as shown in Fig. 7, and generates the sales data 106b. For example, the sales input processing unit 102b registers the sales slip number "000000000001", the sales date "2023 / 12 / 01", the customer "TOK001: XY Industries", the person in charge "TAN001: Person in charge A", the product "SYO001: Product A", the quantity "10", the sales price "¥200", the sales amount "¥2,000", the cost price "¥180", the cost amount "¥1,800", and the gross profit amount "¥200" in the sales data 106b, and generates the sales data 106b.

[0060] (Step S3: Gross profit transfer processing) The person in charge gives an instruction to display the gross profit transfer processing screen MB.

[0061] The gross profit transfer processing unit 102c displays a gross profit transfer processing screen MB.

[0062] The person in charge sets "2023 / 12" as the target month in area MB1 of the gross profit transfer processing screen MB, and operates the execute button MB4 (see Figure 8).

[0063] The gross profit transfer processing unit 102c refers to the sales data 106b and extracts records of the sales data 106b whose sales date falls in the target month "2023 / 12." Note that the sales data 106b shown below indicates the sales data 106b that has been subjected to the extraction process.

[0064] (Processing sales data that does not require transfer) The gross profit transfer processing unit 102c refers to the sales data 106b shown in Figure 8 and extracts records (3) and (7) from the sales data 106b shown in Figure 8 that do not include the customer, person in charge, and product included in the transfer reference master 106a shown in Figure 8.

[0065] The gross profit transfer processing unit 102c registers the sales slip number "000000000003", the sales date "2023 / 12 / 08", the customer "TOK001: XY Industries", the person in charge "TAN001: Person in charge A", the product "SYO003: Product U", the quantity "30", the original gross profit amount "¥1,500" (corresponding to the gross profit amount of the sales data 106b), and the transfer gross profit amount "¥1,500" (corresponding to the gross profit amount of the sales data 106b) in the performance evaluation data 106c based on the record (3) of the sales data 106b shown in Fig. 8, and generates the performance evaluation data 106c shown in Fig. 8.

[0066] (Sales data processing with transfer rates set) The gross profit transfer processing unit 102c extracts two records in which the set criterion is "0: rate" from the transfer criterion master 106a shown in FIG.

[0067] The gross profit transfer processing unit 102c extracts records (1) and (2) of the sales data 106b shown in Figure 9, which include "TOK001: XY Industry", person in charge "TAN001: Person in charge A", and product "SYO001: Product A" from the extracted transfer reference master 106a. Below, we will describe the processing of (1) of the sales data 106b shown in Figure 9, but the same processing is also performed for record (2).

[0068] The gross profit transfer processing unit 102c calculates the transfer gross profit amount of "¥40" by multiplying the gross profit amount "¥200" of (1) of the sales data 106b shown in Figure 9 by the transfer rate "20%" of the transfer criteria master 106a, which includes "TOK001: XY Industry," person in charge "TAN001: Person in charge A," product "SYO001: Product A," set criteria "0: Rate," and transfer destination person in charge "TAN002: Person in charge B."

[0069] The gross profit transfer processing unit 102c registers the sales slip number "000000000001", sales date "2023 / 12 / 01", customer "TOK001: XY Industries", product "SYO001: Product A", quantity "10", and original gross profit amount "￥200" (gross profit amount in sales data 106b) of (1) in the sales data 106b shown in Figure 9 in the performance evaluation data 106c.

[0070] Based on the record in the two extracted transfer criteria masters 106a in which the transfer recipient responsible person is "TAN002:Responsible Person B", the gross profit transfer processing unit 102c registers "TAN002:Responsible Person B" as the responsible person in the performance evaluation data 106c, the setting criteria "0:Rate", and the transfer rate "20%".

[0071] The gross profit transfer processor 102c registers the calculated transfer gross profit amount "40 yen" as the transfer gross profit amount of the record of the performance evaluation data 106c with the sales slip number "000000000001", the setting criterion "0: rate", and the person in charge "TAN002: person in charge B".

[0072] The gross profit transfer processing unit 102c registers the sales slip number "000000000001", sales date "2023 / 12 / 01", customer "TOK001: XY Industries", person in charge "TAN002: Person in charge B", product "SYO001: Product A", quantity "10", original gross profit amount "¥200", setting standard "0: rate", transfer rate "20%", and transfer gross profit amount "¥40" in the performance evaluation data 106c, and generates the performance evaluation data 106c shown in Figure 9.

[0073] Next, the gross profit transfer processing unit 102c performs the same process for the other transfer destination person in charge, "TAN003: Person in Charge C," whose set standard is "0: Rate" in the transfer standard master 106a shown in Figure 9. The gross profit transfer processing unit 102c registers the sales slip number "000000000001," the sales date "2023 / 12 / 01," the customer "TOK001: XY Industries," the person in charge "TAN003: Person in Charge C," the product "SYO001: Product A," the quantity "10," the original gross profit amount "¥200," the set standard "0: Rate," the transfer rate "10%," and the transfer gross profit amount "¥20" in the performance evaluation data 106c, and generates the performance evaluation data 106c shown in Figure 9.

[0074] The gross profit transfer processing unit 102c proceeds to the next process since (1) of the sales data 106b shown in FIG. 9 no longer corresponds to the transfer reference master 106a shown in FIG.

[0075] The gross profit transfer processing unit 102c adds up the transferred gross profit amounts "40 yen" and "20 yen" of the record containing the sales slip number "000000000001" in the business performance evaluation data 106c to calculate "60 yen."

[0076] The gross profit transfer processing unit 102c subtracts the total "60 yen" from the gross profit amount "200 yen" of (1) of the sales data 106b shown in FIG. 9 to calculate "140 yen."

[0077] Based on (1) of the sales data 106b shown in Figure 9, the gross profit transfer processing unit 102c registers the sales slip number "000000000001", sales date "2023 / 12 / 01", customer "TOK001: XY Industries", person in charge "TAN001: Person in charge A", product "SYO001: Product A", quantity "10", and original gross profit amount "￥200" in the performance evaluation data 106c.

[0078] The gross profit transfer processing unit 102c registers the calculated "140 yen" as the transfer gross profit amount in the record of the sales slip number "000000000001" and the person in charge "TAN001: Person in charge A" in the performance evaluation data 106c.

[0079] The gross profit transfer processing unit 102c registers the setting criteria "0: Rate" of the record containing the customer "TOK001: XY Industries", the person in charge "TAN001: Person in charge A", and the product "SYO001: Product A" in the transfer criteria master 106a as the setting criteria of the record of the sales slip number "000000000001" and the person in charge "TAN001: Person in charge A" in the performance evaluation data 106c.

[0080] The gross profit transfer processing unit 102c registers the sales slip number "000000000001", sales date "2023 / 12 / 01", customer "TOK001: XY Industries", person in charge "TAN001: Person in charge A", product "SYO001: Product A", quantity "10", original gross profit amount "¥200", setting standard "0: Rate", and transfer gross profit amount "¥140" in the performance evaluation data 106c, and generates the performance evaluation data 106c shown in Figure 9.

[0081] (Processing sales data with transfer prices set) The gross profit transfer processing unit 102c extracts records in which the set criterion is "1: unit price" from the transfer criterion master 106a shown in FIG.

[0082] The gross profit transfer processing unit 102c extracts records (4), (5), and (6) of the sales data 106b shown in Figure 10, which include "TOK001: XY Industry," "TAN001: Person in Charge A," and "Product SYO002: Product I" from the extracted transfer reference master 106a. The following describes the processing of (4) of the sales data 106b shown in Figure 10, but similar processing is also performed on records (5) and (6).

[0083] The gross profit transfer processing unit 102c calculates the transfer gross profit amount "¥1,000" by multiplying the quantity "10" of (4) in the sales data 106b shown in Figure 10 by the transfer unit price "¥100" in the transfer reference master 106a, which includes "TOK001: XY Industry," person in charge "TAN001: Person in charge A," product "SYO002: Product I," "1: Unit price," and "TAN002: Person in charge B."

[0084] The gross profit transfer processing unit 102c registers the sales slip number "000000000004", sales date "2023 / 12 / 08", customer "TOK001: XY Industries", product "SYO002: Product I", quantity "10", and original gross profit amount "￥1,500" (gross profit amount in sales data 106b) of (4) in the sales data 106b shown in Figure 10 in the performance evaluation data 106c.

[0085] Based on the transfer recipient person in charge "TAN002: Person in Charge B" in the extracted record of the transfer criteria master 106a, the gross profit transfer processing unit 102c registers "TAN002: Person in Charge B" as the person in charge of the performance evaluation data 106c, the setting criteria "1: Unit Price" and the transfer unit price "￥100".

[0086] The gross profit transfer processor 102c registers the calculated transfer gross profit amount "1,000 yen" as the transfer gross profit amount of the record of the performance evaluation data 106c with the sales slip number "000000000004", the setting criterion "1: unit price", and the person in charge "TAN002: person in charge B".

[0087] The gross profit transfer processing unit 102c registers the sales slip number "000000000004", sales date "2023 / 12 / 08", customer "TOK001: XY Industries", person in charge "TAN002: Person in charge B", product "SYO002: Product I", quantity "10", original gross profit amount "¥1,500", setting standard "1: Unit price", transfer unit price "¥100", and transfer gross profit amount "¥1,000" in the performance evaluation data 106c, and generates the performance evaluation data 106c shown in Figure 10.

[0088] The gross profit transfer processing unit 102c proceeds to the next process since (4) of the sales data 106b shown in FIG. 10 no longer corresponds to the transfer reference master 106a shown in FIG.

[0089] The gross profit transfer processing unit 102c subtracts the transfer gross profit amount "1,000 yen" of the record including the sales slip number "000000000004" in the performance evaluation data 106c from the gross profit amount "1,500 yen" of (4) in the sales data 106b shown in FIG. 10 to calculate "500 yen."

[0090] Based on (4) of the sales data 106b shown in Figure 10, the gross profit transfer processing unit 102c registers the sales slip number "000000000004", sales date "2023 / 12 / 08", customer "TOK001: XY Industries", person in charge "TAN001: Person in charge A", product "SYO002: Product I", quantity "10", and original gross profit amount "￥1,500" in the performance evaluation data 106c.

[0091] The gross profit transfer processing unit 102c registers the calculated "500 yen" as the transfer gross profit amount in the record of the sales slip number "000000000004" and the person in charge "TAN001: Person in charge A" in the performance evaluation data 106c.

[0092] The gross profit transfer processing unit 102c registers the setting criteria "1: unit price" of the record containing the customer "TOK001: XY Industries", the person in charge "TAN001: Person in charge A", and the product "SYO002: Product I" in the transfer criteria master 106a as the setting criteria of the record of the sales slip number "000000000004" and the person in charge "TAN001: Person in charge A" in the performance evaluation data 106c.

[0093] The gross profit transfer processing unit 102c registers the sales slip number "000000000004", sales date "2023 / 12 / 08", customer "TOK001: XY Industries", person in charge "TAN001: Person in charge A", product "SYO002: Product I", quantity "10", original gross profit amount "¥1,500", setting standard "1: Unit price", and transfer gross profit amount "¥500" in the performance evaluation data 106c, and generates the performance evaluation data 106c shown in Figure 10.

[0094] (Effects of the embodiment) As shown in Figure 11, it was possible to output a "Gross Profit Actual Performance Table by Salesperson" from the generated sales data 106b, but this only included the salesperson in charge of the customer. On the other hand, by retaining the performance evaluation data 106c generated as shown in Figure 11, it has become possible to output a "Gross Profit Actual Performance Table by Salesperson for Performance Evaluation" from the performance evaluation data 106c. The "Gross Profit Actual Performance Table by Salesperson for Performance Evaluation" also reflects the performance of salespeople other than the salesperson in charge of the customer who were involved in transactions with the customer. This has made it possible to fairly evaluate the performance of salespeople.

[0095] [4. 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 the achievement of SDGs Goals 8 and 9.

[0096] 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.

[0097] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0098] 5. Other Embodiments The present invention may be implemented in various different embodiments other than those described above within the scope of the technical concept set forth in the claims.

[0099] 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.

[0100] Furthermore, 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 can be changed as desired unless otherwise specified.

[0101] Furthermore, with regard to the task support device 100, the components shown in the figures are functional concepts, and do not necessarily have to be physically configured as shown in the figures.

[0102] For example, all or any part of the processing functions of the business support device 100, particularly the processing functions performed by the control unit, may be implemented by a CPU and a program interpreted and executed by the CPU, or may be implemented as hardware using wired logic. The program is recorded on a non-transitory computer-readable recording medium containing programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the business support device 100 as needed. That is, a computer program for providing 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). The computer program is executed by being loaded into RAM, and cooperates with the CPU to form the control unit.

[0103] This computer program may be stored in an application program server connected to the business support device 100 via any network, and all or part of it may be downloaded as needed.

[0104] Furthermore, the program for executing the processes described in this embodiment may be stored in a non-transitory computer-readable recording medium or configured as a program product. Here, the term "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.

[0105] Furthermore, a "program" is a data processing method written in any language or description method, regardless of the format, such as source code or binary code. Note that a "program" is not necessarily limited to a single structure, but also includes a structure that is distributed as multiple modules or libraries, or a structure that achieves its function by cooperating with a separate program, such as an OS. 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, can use well-known configurations and procedures.

[0106] The various databases 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 used for various processes and providing websites.

[0107] The business support device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which any peripheral device is connected. The business support device 100 may be realized by installing software (including programs, data, etc.) that causes the device to perform the processes described in this embodiment.

[0108] 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 configured by functionally or physically distributing and integrating them in any unit depending on various additions or functional loads. In other words, the above-described embodiments can be implemented in any combination, or embodiments can be implemented selectively. [Industrial Applicability]

[0109] The present invention is useful in the trading industry in general and in companies in which multiple sales representatives are involved in a transaction. [Explanation of symbols]

[0110] 100 Business support equipment 102 Control section 102a Transfer standard master registration processing unit 102b Sales input processing unit 102c Gross profit transfer processing section 104 Communication interface unit 106 Storage section 106a Transfer Standard Master 106b Sales Data 106c Performance Evaluation Data 108 Input / Output Interface Section 112 Input Device 114 Output Device 200 servers 300 Network

Claims

1. an extraction unit that refers to a transfer reference master that includes at least customer identification information, person in charge identification information, product identification information, transfer recipient person in charge identification information, and transfer rate or transfer unit price, and extracts sales data including the customer identification information, person in charge identification information, and product identification information included in the transfer reference master from sales data that includes at least sales slip identification information, customer identification information, person in charge identification information, product identification information, quantity, and gross profit amount; a transfer gross profit calculation unit that calculates a transfer gross profit amount by multiplying the gross profit amount included in the sales data by the transfer rate when a transfer rate is included in the transfer reference master corresponding to the extracted sales data, and that calculates a transfer gross profit amount by multiplying the quantity included in the sales data by the transfer unit price when a transfer unit price is included in the transfer reference master corresponding to the extracted sales data; a performance evaluation data generation unit that generates performance evaluation data by registering the sales slip identification information, the customer identification information, and the product identification information contained in the extracted sales data, the transfer recipient person identification information contained in the transfer reference master corresponding to the extracted sales data, and the transfer gross profit amount calculated by the transfer gross profit amount calculation unit in performance evaluation data; A business support device comprising:

2. the transfer gross profit calculation unit calculates the transfer gross profit amount corresponding to the extracted sales data, then adds up the transfer gross profit amounts for each of the sales slip identification information included in the performance evaluation data to calculate a total transfer gross profit amount, and subtracts the total transfer gross profit amount from the gross profit amount of the sales data corresponding to the sales slip identification information to calculate a person-in-charge gross profit amount; The business support device described in claim 1, characterized in that the performance evaluation data generation unit generates performance evaluation data by registering the sales slip identification information, the customer identification information, the person in charge identification information, and the product identification information from the sales data corresponding to the sales slip identification information, and the calculated person in charge gross profit amount into performance evaluation data.

3. an extraction step in which an extraction unit refers to a transfer reference master including at least customer identification information, person in charge identification information, product identification information, transferee person in charge identification information, and transfer rate or transfer unit price, and extracts sales data including the customer identification information, person in charge identification information, and product identification information included in the transfer reference master from sales data including at least sales slip identification information, customer identification information, person in charge identification information, product identification information, quantity, and gross profit amount; a transfer gross profit calculation step in which, when a transfer rate is included in the transfer reference master corresponding to the extracted sales data, a transfer gross profit amount is calculated by multiplying the gross profit amount included in the sales data by the transfer rate, and, when a transfer unit price is included in the transfer reference master corresponding to the extracted sales data, a transfer gross profit amount is calculated by multiplying the quantity included in the sales data by the transfer unit price; a performance evaluation data generation step in which a performance evaluation data generation unit registers the sales slip identification information, the customer identification information, and the product identification information contained in the extracted sales data, the transfer recipient person identification information contained in the transfer reference master corresponding to the extracted sales data, and the transfer gross profit amount calculated by the transfer gross profit amount calculation unit into performance evaluation data, thereby generating performance evaluation data; A business support method having the above.

4. Computer, an extraction unit that refers to a transfer reference master that includes at least customer identification information, person in charge identification information, product identification information, transfer recipient person in charge identification information, and transfer rate or transfer unit price, and extracts sales data including the customer identification information, person in charge identification information, and product identification information included in the transfer reference master from sales data that includes at least sales slip identification information, customer identification information, person in charge identification information, product identification information, quantity, and gross profit amount; a transfer gross profit calculation unit that calculates a transfer gross profit amount by multiplying the gross profit amount included in the sales data by the transfer rate when a transfer rate is included in the transfer reference master corresponding to the extracted sales data, and that calculates a transfer gross profit amount by multiplying the quantity included in the sales data by the transfer unit price when a transfer unit price is included in the transfer reference master corresponding to the extracted sales data; a performance evaluation data generation unit that generates performance evaluation data by registering the sales slip identification information, the customer identification information, and the product identification information contained in the extracted sales data, the transfer recipient person in charge identification information contained in the transfer reference master corresponding to the extracted sales data, and the transfer gross profit amount calculated by the transfer gross profit amount calculation unit into performance evaluation data; A business support program that functions as a

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