Estimate management device, estimate management method, and estimate management program

Abstract

To provide an estimation management device, an estimation management method and an estimation management program for automatically making an estimation answer to estimation request data received from a customer, and for notifying a person in charge of its own company of an alert when stock is insufficient, or it is necessary to arrange a maker.SOLUTION: When the status of the product is "not available for allocation" or "available for allocation", estimate reply data in which a blank estimate amount and a remark indicating that a manufacturer is being inquired are set is transmitted to the person in charge of the customer, and an estimate reply notification in which an alert indicating that the status of the product is "not available for allocation" or "available for allocation" is set is transmitted to the person in charge of the company.SELECTED DRAWING: Figure 2

Description

[Technical Field]

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

[0002] Patent Document 1 discloses a configuration in which, when a request for a quote for a product is received from a purchaser, a quote response including the delivery date and shipping status of the product is notified to the purchaser. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2001-265981 Summary of the Invention [Problem to be solved by the invention]

[0004] However, the invention described in Patent Document 1 above had a problem in that, in response to a request for quotation, if the product was unavailable or had to be procured from the manufacturer, it was not possible to not only provide a quotation to the customer, but also to send an alert to the company's staff.

[0005] The present invention has been made in consideration of the above-mentioned problems, and aims to provide a quotation management device, quotation management method, and quotation management program that can automatically respond to quotation request data received from a customer and can send an alert to a company's staff member if there is a shortage of inventory or if arrangements need to be made with a manufacturer. [Means for solving the problem]

[0006] In order to solve the above-mentioned problems and achieve the object, the quotation management device of the present invention is a quotation management device comprising a memory unit and a control unit, wherein the memory unit comprises quotation management storage means for storing a customer master in which the company's person in charge of a customer is set, a product master in which a product classification indicating whether the product is in stock or on order, and inventory data in which the available quantity of the product is set, and the control unit comprises quotation request acquisition means for acquiring quotation request data sent from the customer person in charge and in which the quotation requested quantity of the product is set, quotation acquisition means for acquiring quotation data in which a status indicating whether the product is available for allocation, unavailable for allocation, or an available product is set, based on the product master, the inventory data, and the quotation request data, quotation response means for, if the status of the product is unavailable for allocation or an available product, based on the quotation data, sending to the customer person in charge quotation response data in which a blank estimated amount and a note indicating that an inquiry is being made to the manufacturer are set, and response notification means for sending to the company's person in charge a quotation response notification in which an alert indicating the status of the product is unavailable for allocation or an available product is set, based on the customer master and the quotation response data.

[0007] In addition, in the quotation management device of the present invention, the quotation acquisition means identifies whether the product is available for allocation, unavailable for allocation, or a procured product based on the product master, the inventory data, and the quotation request data, and acquires a provisional quotation classification indicating whether all of the products set in the quotation request data are available for allocation, and the quotation data in which the status is set.

[0008] Furthermore, in the quotation management device of the present invention, the quotation management storage means further stores a customer representative master in which the contact information of the customer representative is set, and the quotation response means, based on the customer representative master and the quotation data, when the status of the product is the non-allocable item or the ordered item, sends the quotation response data, in which the quotation amount is left blank and the note indicating that an inquiry is being made to the manufacturer, to the contact information of the customer representative.

[0009] Furthermore, in the quotation management device of the present invention, the quotation management storage means further stores a company's staff master in which the contact information of the company's staff is set, and the response notification means sends the quotation response notification in which the alert indicating that the status of the product is the product that cannot be allocated or the product that is being ordered is set to the contact information of the company's staff based on the company's staff master, the customer master, and the quotation response data.

[0010] In addition, in the quotation management device of the present invention, the quotation management storage means further stores a customer-specific product unit price master in which the sales price of each product for each customer is set, and the quotation response means, when the status of the product is available for allocation based on the customer-specific product unit price master and the quotation data, transmits to the customer representative the quotation response data in which the quotation amount is set, which is the product of the sales price of the product and the quotation requested quantity.

[0011] Furthermore, the quotation management method of the present invention is a quotation management method to be executed by a quotation management device having a memory unit and a control unit, wherein the memory unit comprises a customer master that sets the company's person in charge for each customer, a product master that sets the product category indicating whether the product is in stock or on order, and quotation management storage means that stores inventory data that sets the available allocation quantity of the product, and is characterized by including the following steps executed by the control unit: a quotation request acquisition step that acquires quotation request data sent from the customer person in charge, in which the quotation requested quantity of the product is set; a quotation acquisition step that acquires quotation data that sets the status of the product in which the product is available for allocation, not available for allocation, or an available product, based on the product master, the inventory data, and the quotation request data; a quotation reply step that, if the status of the product is not available for allocation or an available product, based on the quotation data, sends quotation reply data that sets the estimated amount in a blank field and a note indicating that an inquiry is being made to the manufacturer to the customer person in charge; and a reply notification step that sends a quotation reply notice to the company's person in charge, in which an alert is set indicating that the status of the product is not available for allocation or an available product, based on the customer master and the quotation reply data.

[0012] Furthermore, the quotation management program of the present invention is a quotation management program to be executed by a quotation management device having a memory unit and a control unit, wherein the memory unit comprises a customer master that sets the company's person in charge of the customer, a product master that sets the product category indicating whether the product is in stock or on order, and quotation management storage means that stores inventory data that sets the available quantity of the product, and the control unit executes the following: a quotation request acquisition step that acquires quotation request data sent from the customer person in charge, in which the quotation requested quantity of the product is set; a quotation acquisition step that acquires quotation data that sets the status of the product whether it is available for allocation, not available for allocation, or an available product, based on the product master, the inventory data, and the quotation request data; a quotation reply step that, if the status of the product is not available for allocation or an available product, based on the quotation data, sends quotation reply data that sets the estimated amount in a blank field and a note indicating that an inquiry is being made to the manufacturer to the customer person; and a reply notification step that sends a quotation reply notification to the company's person in charge, in which an alert is set indicating that the status of the product is not available for allocation or an available product, based on the customer master and the quotation reply data. [Effects of the Invention]

[0013] According to the present invention, by automating and providing prompt quotation replies, opportunity losses can be prevented, leading to an increase in orders. Furthermore, according to the present invention, loss of sales opportunities can be prevented, leading to increased trust from customers. Furthermore, according to the present invention, by automating and providing prompt quotation replies in a company that handles a large number of products and manufacturers, opportunity losses can be prevented, leading to improved management results. Furthermore, according to the present invention, automatic quotation replies can be provided, leading to improved quotation response speed. Furthermore, according to the present invention, even in cases where an immediate response is not possible due to inventory shortages or procured items, an alert notification can be sent to the sales representative, thereby accelerating the response time until the quotation is provided. Furthermore, according to the present invention, the burden of responding to quotation requests can be reduced. [Brief explanation of the drawings]

[0014] [Figure 1] FIG. 1 is a diagram showing an example of quotation management processing in this embodiment. [Figure 2] FIG. 2 is a block diagram showing an example of the configuration of the quotation management device according to this embodiment. [Figure 3] FIG. 3 is a diagram showing an example of a data structure in this embodiment. [Figure 4] FIG. 4 is a flowchart showing an example of processing performed by the quotation management device according to this embodiment. [Figure 5] FIG. 5 is a diagram showing an example of the quotation management process in this embodiment. [Figure 6] FIG. 6 is a diagram showing an example of the quotation management process in this embodiment. [Figure 7] FIG. 7 is a diagram showing an example of the quotation management process in this embodiment. [Figure 8] FIG. 8 is a diagram showing an example of the quotation management process in this embodiment. DETAILED DESCRIPTION OF THE INVENTION

[0015] DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS An embodiment of the present invention will be described in detail with reference to the accompanying drawings. However, the present invention is not limited to this embodiment.

[0016] [1. Overview] First, an overview of the present invention will be described with reference to Fig. 1. Fig. 1 is a diagram showing an example of quotation management processing in this embodiment.

[0017] In the past, in businesses such as machinery and tool trading companies, it was often the case that it took a long time to get a quote due to the large number of manufacturers and products handled, and customers would request quotes from multiple trading companies before making a selection. However, this resulted in a certain number of lost orders due to the speed at which quotes were returned, rather than the price.

[0018] Therefore, in this embodiment, a system is provided in which an estimate response is automatically made in response to estimate request data received from a customer without the intervention of human judgment.

[0019] For example, as shown in FIG. 1, in this embodiment, (1) request for quotation data is received from each customer, and the process of importing the request for quotation data is performed in the background as needed, (2) an automatic quotation reply is sent to the customer's representative (if the product is out of stock or on backorder and needs to be procured, the reply states that the manufacturer is currently being contacted), and (3) the company's sales representative is notified that the quotation reply has been sent (if the product is out of stock or on backorder, details are included in the notification). Here, as shown in FIG. 1(2), in the automatic quotation reply to the customer's representative, a quotation is automatically emailed to the sales representative for the customer based on the sales price master for each customer. Furthermore, as shown in FIG. 1(3), in the reply notification to the company's representative, the sales representative is notified that the automatic quotation reply has been sent.

[0020] [2. Configuration] An example of the configuration of the estimate management device 100 according to this embodiment will be described with reference to Fig. 2. Fig. 2 is a block diagram showing an example of the configuration of the estimate management device 100 according to this embodiment.

[0021] 2, the quotation management device 100 is a commercially available desktop personal computer. The quotation management device 100 is not limited to a stationary information processing device such as a desktop personal computer, but may also be 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.

[0022] The quotation management 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 quotation management device 100 are connected to each other so as to be able to communicate with each other via any communication path.

[0023] The communication interface unit 104 communicatively connects the quotation 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 quotation 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).

[0024] An input device 112 and an output device 114 are connected to the input / output interface unit 108. The output device 114 may be a monitor (including a touch panel), 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 or the printer 114, and the input device 112 may be referred to as the keyboard 112 or the mouse 112.

[0025] The storage unit 106 stores various databases, tables, files, etc. The storage unit 106 stores computer programs that work in conjunction with an OS (Operating System) to issue commands to a CPU (Central Processing Unit) to perform various processes. The storage unit 106 can be, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, or an optical disk. The storage unit 106 includes an estimate management database 106a.

[0026] The quotation management database 106a stores quotation management data. The quotation management database 106a may store a customer master that identifies the company's staff for each customer, a product master that identifies the product classification indicating whether the product is in stock or on order, and inventory data that identifies the available quantity of the product. The quotation management database 106a may also store a customer staff master that identifies the contact information for the customer staff. The quotation management database 106a may also store a company staff master that identifies the contact information for the company staff. The quotation management database 106a may also store a customer-specific product price master that identifies the unit sales price of each product for each customer. The quotation management database 106a may also store quotation request data, quotation data, quotation response data, and / or quotation response notifications. The contact information may be an email address, a social networking service account, an SMS account, an MMS account, a phone number, or the like.

[0027] An example of a data configuration in this embodiment will now be described with reference to Fig. 3. Fig. 3 is a diagram showing an example of a data configuration in this embodiment.

[0028] As shown in FIG. 3, the quotation management database 106a in this embodiment stores a customer master set by linking together customer codes, customer names, company personnel codes, and shipping warehouse codes; a company personnel master set by linking together company personnel codes, personnel names, and email addresses; a customer personnel master set by linking together customer codes, customer personnel codes, personnel names, and email addresses; a product master set by linking together product codes, product names, and product categories; a customer-specific product price master set by linking together customer codes, product codes, and sales prices; and inventory data set by linking together warehouse codes, warehouse names, product codes, inventory quantities, allocated quantities, and available allocation quantities.

[0029] Returning to Fig. 2, the control unit 102 is a CPU or the like that performs overall control of the quotation 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, required data, etc., and executes various information processing operations based on these stored programs. Functionally, the control unit 102 conceptually includes a quotation request acquisition unit 102a, a quotation acquisition unit 102b, a quotation reply unit 102c, and a reply notification unit 102d.

[0030] The quotation request acquisition unit 102a acquires quotation request data for a product. Here, the quotation request acquisition unit 102a may acquire quotation request data that sets the quotation request quantity for the product sent from the customer representative.

[0031] The estimate acquisition unit 102b acquires estimate data for products. Here, the estimate acquisition unit 102b may acquire estimate data in which a status indicating whether the product is available for allocation, unavailable for allocation, or an ordered item is set based on the product master, inventory data, and estimate request data. Furthermore, the estimate acquisition unit 102b may identify whether the product is available for allocation, unavailable for allocation, or an ordered item based on the product master, inventory data, and estimate request data, and acquire estimate data in which a provisional estimate classification indicating whether all of the products set in the estimate request data are available for allocation and a status are set.

[0032] The estimate replying unit 102c transmits estimate reply data for the product. Here, if the product status is not available for allocation or is on backorder based on the estimate data, the estimate replying unit 102c may transmit to the customer representative estimate reply data with the estimated amount left blank and a note indicating that a manufacturer inquiry is currently being made. Furthermore, if the product status is not available for allocation or is on backorder based on the customer representative master and the estimate data, the estimate replying unit 102c may transmit to the customer representative's contact information estimate reply data with the estimated amount left blank and a note indicating that a manufacturer inquiry is currently being made. Furthermore, if the product status is available for allocation based on the customer-specific product unit price master and the estimate data, the estimate replying unit 102c may transmit to the customer representative estimate reply data with the estimated amount set as the product of the product's sales price and the requested quotation quantity.

[0033] The response notification unit 102d transmits an estimate response notification for the product. Here, the response notification unit 102d may transmit an estimate response notification with an alert set to indicate that the product status is unavailable for allocation or an ordered item to the company's person in charge, based on the customer master and the estimate response data. The response notification unit 102d may also transmit an estimate response notification with an alert set to indicate that the product status is unavailable for allocation or an ordered item to the company's person in charge's contact information, based on the company's person in charge master, the customer master, and the estimate response data.

[0034] [3. Specific Examples] A specific example of this embodiment will be described with reference to FIGS.

[0035] [Quotation Management Processing] An example of the quotation management process in this embodiment will now be described with reference to Fig. 4. Fig. 4 is a flowchart showing an example of the process of the quotation management device 100 in this embodiment.

[0036] As shown in FIG. 4, the quotation request acquisition unit 102a acquires quotation request data, which is sent from the customer's representative and sets the requested quotation quantity for the product (step SA-1).

[0037] Then, the quotation acquisition unit 102b identifies whether the product is available for allocation, unavailable for allocation, or an ordered item based on the customer-specific product price master, product master, inventory data, and quotation request data, and acquires quotation data that includes a provisional quotation classification indicating whether all of the products set in the quotation request data are available for allocation, an estimated amount which is the product of the product's sales price and the requested quotation quantity, and a status indicating whether the product is available for allocation, unavailable for allocation, or an ordered item (step SA-2).

[0038] Then, the estimate replying unit 102c determines whether the product status is such that it can be allocated based on the estimate data (step SA-3).

[0039] If the estimate replying unit 102c determines that the product status is available for allocation (step SA-3: Yes), the process proceeds to step SA-4.

[0040] Then, the estimate reply unit 102c transmits estimate reply data in which the estimated price of the product is set based on the estimate data to the customer representative (step SA-4).

[0041] Then, the reply notification unit 102d sends an estimate reply notification indicating that an automatic reply has been completed to the contact information of the company's person in charge based on the company's person in charge master, the customer master, and the estimate reply data (step SA-5), and ends the process.

[0042] On the other hand, if the estimate replying unit 102c determines that the product status is not available for allocation (is unavailable for allocation or is an ordered product) (step SA-3: No), the process proceeds to step SA-6.

[0043] Then, the estimate reply unit 102c sends the estimate reply data, which has been filled in with the blank estimated amount and a note indicating that an inquiry is currently being made to the manufacturer, to the contact address of the customer representative, based on the customer representative master and the estimate data (step SA-6).

[0044] Then, the response notification unit 102d sends an estimate response notification to the contact information of the company's person in charge, which includes an alert indicating that the product status is unavailable or is an ordered item, based on the company's person in charge master, customer master, and estimate response data (step SA-7), and ends the processing.

[0045] An example of the quotation management process in this embodiment will now be described with reference to Fig. 5 to Fig. 8. Fig. 5 to Fig. 8 are diagrams showing an example of the quotation management process in this embodiment.

[0046] As shown in FIG. 5, in this embodiment, quotation request data is received from each customer, and quotation request data import processing is performed in the background as needed.

[0047] As shown in Fig. 6, in this embodiment, if all details are "0: Allocation possible", quotation data is created with the provisional quotation classification set to "0: Final quotation", and in all other cases quotation data is created with the provisional quotation classification set to "1: Provisional quotation". Here, as shown in Fig. 6, in the quotation data, the quotation date is the processing date, the customer code is the quotation request data.customer code, the company's person in charge code is the customer master.company person in charge code (referenced by quotation request data.customer code), the customer person in charge code is the quotation request data.person in charge code, the shipping warehouse code is the customer master.shipping warehouse code, the product code is the quotation request data.product code, the quantity is the quotation request data.quantity, and the unit price is the customer-specific product unit price master.sales unit price (customer code product code) The estimated amount is "quantity x unit price", and the status is "0: Can be allocated" if product master.product category = "0: In stock" and can be allocated (quote data.quantity <= inventory data.number available for allocation), "1: Cannot be allocated" if product master.product category = "0: In stock" and cannot be allocated (quote data.quantity <= inventory data.number available for allocation), "2: Arranged" if product master.product category = "1: Arranged item", and "0: Actual estimate" if tentative estimate category: all items can be allocated, and "1: Tentative estimate" in all other cases.

[0048] As shown in FIG. 7, in this embodiment, an automatic response (email notification) of the quotation is sent to the customer's representative. Here, in this embodiment, by automatically sending an email with the quotation data attached, the speed of the quotation response is improved, reducing lost orders, and there is no need for a person to manually create a quotation slip, which also contributes to reducing the workload. Furthermore, in this embodiment, for products that are out of stock or on backorder, the response is "inquiring with the manufacturer." For example, as shown in FIG. 7, in this embodiment, if the status set in the quotation data in FIG. 6 is "0: Available for allocation," the response may include the unit price, and in other cases, the response may be "inquiring with the manufacturer."

[0049] As shown in Fig. 8, in this embodiment, the company's sales representative is notified (by email) that the quotation reply has been sent. Here, in this embodiment, the company's sales representative is notified of the quotation reply result. Also, in this embodiment, in the case of a product that is out of stock or is on backorder, details are included in the notification text.

[0050] [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.

[0051] 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.

[0052] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0053] 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.

[0054] 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.

[0055] 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.

[0056] Furthermore, with regard to the quotation management 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.

[0057] For example, all or any part of the processing functions of the quotation management device 100, particularly the processing functions performed by the control unit 102, 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 quotation management 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). This computer program is executed by being loaded into RAM, and cooperates with the CPU to form the control unit.

[0058] This computer program may also be stored in an application program server connected to the estimate management device 100 via any network, and all or part of it may be downloaded as needed.

[0059] 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.

[0060] Furthermore, a "program" is a data processing method written in any language or description method, and does not matter whether it is in the form of 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 this embodiment, as well as the installation procedure after reading, can use well-known configurations and procedures.

[0061] The various databases stored in the memory unit 106 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.

[0062] The quotation management device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which any peripheral device is connected. The quotation management device 100 may also be realized by installing software (including programs, data, etc.) that causes the device to perform the processing described in this embodiment.

[0063] 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]

[0064] The present invention is useful in industries such as trading companies, including the machinery trading company industry, which handles a large number of products and manufacturers. [Explanation of symbols]

[0065] 100 Estimate management device 102 Control section 102a Request for Quotation Department 102b Estimate Acquisition Department 102c Quotation Response Section 102d Answer Notification Department 104 Communication interface unit 106 Storage section 106a Estimate Management Database 108 Input / Output Interface Section 112 Input Device 114 Output Device 200 servers 300 Network

Claims

1. A quotation management device including a storage unit and a control unit, The storage unit a customer master that sets the company's personnel in charge of each customer, a product master that sets the product classification indicating whether the product is in stock or on order, and an estimate management storage means that stores inventory data that sets the available number of the product; Equipped with The control unit a quotation request acquisition means for acquiring quotation request data, which sets the quotation request quantity of the product, transmitted from the customer representative; an estimate acquisition means for acquiring estimate data in which a status indicating whether the product is available for allocation, unavailable for allocation, or a product to be ordered is set based on the product master, the inventory data, and the estimate request data; an estimate reply means for sending estimate reply data to the customer representative, in which a blank estimated amount and a note indicating that an inquiry to the manufacturer is being made, if the status of the product is the unavailable for allocation or the ordered product based on the estimate data is entered; a response notification means for sending an estimate response notification to the company's personnel, the estimate response notification including an alert indicating that the status of the product is the unavailable for allocation or the ordered product, based on the customer master and the estimate response data; An estimate management device comprising:

2. The estimate acquisition means The quotation management device according to claim 1, characterized in that it identifies whether the product corresponds to the allocable product, the non-allocable product, or the ordered product based on the product master, the inventory data, and the quotation request data, and obtains a provisional quotation classification indicating whether all of the products set in the quotation request data are allocable, and the quotation data in which the status is set.

3. The estimate management storage means Furthermore, a customer representative master in which the contact information of the customer representative is set is stored, The estimate reply means The quotation management device according to claim 1 or 2, characterized in that, if the status of the product is either "unavailable for allocation" or "arranged item" based on the customer representative master and the quotation data, the quotation response data is sent to the customer representative's contact information, with the quotation amount left blank and the note indicating that an inquiry is being made to the manufacturer.

4. The estimate management storage means Furthermore, the company's person in charge master in which the contact information of the company's person in charge is set is stored, The answer notification means The quotation management device according to claim 1 or 2, characterized in that the quotation response notification is sent to the contact point of the company's staff member, with the alert set to indicate that the status of the product is either unavailable for allocation or an ordered item, based on the company's staff member master, the customer master, and the quotation response data.

5. The estimate management storage means Furthermore, a customer-specific product unit price master in which the sales unit price of each product for each customer is set is stored, The estimate reply means 3. The quotation management device according to claim 1, wherein, when the status of the product is available for allocation based on the customer-specific product unit price master and the quotation data, the quotation response data is sent to the customer representative, the quotation response data setting the quotation amount being the product of the sales unit price of the product and the quotation requested quantity.

6. An estimate management method to be executed by an estimate management device having a storage unit and a control unit, The storage unit a customer master that sets the company's personnel in charge of each customer, a product master that sets the product classification indicating whether the product is in stock or on order, and an estimate management storage means that stores inventory data that sets the available number of the product; Equipped with Executed in the control unit: a quotation request acquisition step of acquiring quotation request data in which quotation request quantities of the products are set and transmitted from the customer representative; an estimate acquisition step of acquiring estimate data in which a status indicating that the product is available for allocation, unavailable for allocation, or a product to be ordered is set based on the product master, the inventory data, and the estimate request data; an estimate reply step of sending estimate reply data to the customer representative, in which a blank estimated amount and a note indicating that an inquiry to a manufacturer is being made, if the status of the product is the unavailable for allocation or the ordered product based on the estimate data is set; a response notification step of sending an estimate response notification to the company's person in charge, the estimate response notification including an alert indicating that the status of the product is the unavailable for allocation or the ordered product based on the customer master and the estimate response data; A method for managing estimates, comprising:

7. An estimate management program to be executed by an estimate management device having a storage unit and a control unit, The storage unit a customer master that sets the company's personnel in charge of each customer, a product master that sets the product classification indicating whether the product is in stock or on order, and an estimate management storage means that stores inventory data that sets the available number of the product; Equipped with In the control unit, a quotation request acquisition step of acquiring quotation request data in which quotation request quantities of the products are set and transmitted from the customer representative; an estimate acquisition step of acquiring estimate data in which a status indicating that the product is available for allocation, unavailable for allocation, or a product to be ordered is set based on the product master, the inventory data, and the estimate request data; an estimate reply step of sending estimate reply data to the customer representative, in which a blank estimated amount and a note indicating that an inquiry to a manufacturer is being made, if the status of the product is the unavailable for allocation or the ordered product based on the estimate data is set; a response notification step of sending an estimate response notification to the company's person in charge, the estimate response notification including an alert indicating that the status of the product is the unavailable for allocation or the ordered product based on the customer master and the estimate response data; A quotation management program for executing the above.

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