Cost management device, cost management method, and cost management program

The cost management system addresses the inhibition of profit appeal by displaying internal management operating costs to salespersons instead of actual costs of goods sold, thereby preventing profit loss and maintaining competitive motivation.

JP7693280B2Active Publication Date: 2025-06-17OBIC CO LTD
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Patent Information

Application Number
JP2020056872
Authority / Receiving Office
JP · JP
Patent Type
Patents
Current Assignee / Owner
Filing Date
2020-03-26
Publication Date
2025-06-17
Estimated Expiration
2040-03-26

AI Technical Summary

Technical Problem

Existing cost management systems do not prevent the inhibition of profit appeal during product sales, as salespersons can easily access and use the cost of goods sold information to discount products, thereby undermining the purchasing department's efforts to reduce costs.

Method used

A cost management device, method, and program that display the internal management operating cost instead of the cost of goods sold on a cost confirmation screen for salespersons, preventing them from accessing the actual cost of goods sold and thereby maintaining profit appeal.

Benefits of technology

This solution effectively prevents profit loss due to improper discounting by salespersons, maintains competitive motivation, and prevents the leakage of sensitive cost information to other companies.

✦ Generated by Eureka AI based on patent content.

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Abstract

To prevent interference to a benefit appeal in selling items.SOLUTION: A cost management device according to an embodiment includes: a master in which an item and a business cost for an inside management are related; and screen display control means for controlling a display of a cost confirmation screen for a display unit, and displaying a business screen associated with the master instead of a sale cost based on a stock evaluation, to a specific operator, in the cost confirmation screen.SELECTED DRAWING: Figure 1
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Description

Technical Field

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

Background Art

[0002] For example, when the purchasing department purchases goods from a supplier and the sales department sells the purchased goods, it is common for the salesperson to conduct sales activities so that the selling price is higher than the purchase cost. Usually, the salesperson accesses the order receiving system and inputs the selling price while viewing the order receiving screen. As a system for controlling access to the order receiving system, for example, there is Patent Document 1.

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] However, Patent Document 1 does not describe anything about preventing the inhibition of profit appeal during product sales.

[0005] The present invention has been made in view of the above problems, and an object thereof is to provide a cost management device, a cost management method, and a cost management program capable of preventing the inhibition of profit appeal during product sales.

Means for Solving the Problems

[0006] In order to solve the above-described problems and achieve the object, the present invention is a cost management apparatus including a storage unit and a control unit, wherein the storage unit includes a master in which a product (for example, a product code, a product name, and / or an item number code) is registered in association with an internal management operating cost, and the control unit controls the display of a cost confirmation screen on a display unit, and on the cost confirmation screen, a screen display control means for displaying, for a specific operator, the corresponding operating cost of the master instead of the cost of goods sold based on inventory valuation is provided.

[0007] Further, according to one aspect of the present invention, the screen display control means may display, on the cost confirmation screen, for a specific operator, a gross profit calculated by sales - the operating cost instead of a gross profit calculated by sales - the cost of goods sold.

[0008] Further, according to one aspect of the present invention, the specific operator may be a salesperson.

[0009] Further, according to one aspect of the present invention, the cost confirmation screen may include an order input screen, a sales input screen, and a sales performance screen.

[0010] In order to solve the above-described problems and achieve the object, the present invention is a cost management method executed by an information processing apparatus including a control unit and a storage unit, wherein the storage unit includes a master in which a product is registered in association with an internal management operating cost, and the control unit executes a screen display control step of controlling the display of a cost confirmation screen on a display unit, and on the cost confirmation screen, for a specific operator, displaying the corresponding operating cost of the master instead of the cost of goods sold based on inventory valuation.

[0011] Also, in order to solve the above-described problems and achieve the object, the present invention is a cost management program for causing an information processing apparatus including a control unit and a storage unit to execute, wherein the storage unit includes a master in which a product and an operating cost for internal management are registered in association with each other, and in the control unit, a screen display control step for controlling the display of a cost confirmation screen on a display unit and, on the cost confirmation screen, causing a specific operator to display the corresponding operating cost of the master instead of the cost of goods sold based on inventory valuation is executed. The cost management program is characterized by this.

Effect of the Invention

[0012] According to the present invention, there is an effect that it becomes possible to prevent hindering the profit appeal at the time of product sales.

Brief Description of the Drawings

[0013]

Figure 1

Figure 2

Figure 3

Figure 4

Figure 5

Mode for Carrying Out the Invention

[0014] Embodiments of the present invention will be described in detail based on the drawings. Note that the present invention is not limited by these embodiments.

[0015] [1. Outline] For example, when the purchasing department purchases goods from a supplier and the sales department sells the purchased goods, it is common for the salesperson to conduct sales activities such that the selling price is higher than the cost of sales (purchase cost). Usually, the salesperson accesses the order-taking system and inputs the selling price while viewing the order-taking screen.

[0016] Conventionally, since only cost-of-sales management was possible, the order-taking screen of the order-taking system was in an open state where anyone could inquire about the cost of sales. Therefore, even if the purchasing department successfully managed to reduce the cost of sales, the salesperson, since they could inquire about the cost of sales, might discount and sell the goods purchased at a lower cost accordingly. In this way, the efforts of the purchasing department might be used as a basis for discounting by the salesperson, which could sometimes hinder the improvement of the ability to appeal for profits.

[0017] Therefore, in this embodiment, in order to prevent hindrance to profit appeal during commodity sales, on the cost confirmation screen (for example, the order details screen), instead of displaying the cost of sales based on inventory valuation to the salesperson, an internal management operating cost is displayed, and a configuration is adopted where the cost of sales cannot be inquired about.

[0018] As a result, (1) by implementing dual cost management, it serves as a preventive measure to reduce the chance of profit loss due to improper discounting by the salesperson when the cost is reduced through the negotiation of the purchasing department. (2) Also, by adopting a mechanism where the evaluation of sales performance is not affected by temporary cost increases, etc., it becomes possible to maintain the competitive motivation of the salesperson. (3) When the salesperson changes jobs to another company, it becomes possible to prevent the leakage of information such as the purchase price and cost of goods.

[0019] [2. Configuration] An example of the configuration of the cost management device 100 according to this embodiment will be described with reference to FIG. 1. FIG. 1 is a block diagram showing an example of the configuration of the cost management device 100.

[0020] The cost management device 100 is a commercially available desktop personal computer. Note that the cost management device 100 is not limited to a stationary information processing device such as a desktop personal computer, and may be a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistants), smartphone, or tablet personal computer.

[0021] The cost management device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each unit included in the cost management device 100 is communicably connected via an arbitrary communication path.

[0022] The communication interface unit 104 communicably connects the cost 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 a communication line. Here, the network 300 has a function of communicably connecting the cost management device 100 and the server 200 and a terminal device (not shown) to each other, and is, for example, the Internet or a LAN (Local Area Network).

[0023] An input device 112 and an output device 114 are connected to the input / output interface unit 108. As the output device 114, in addition to a monitor (including a touch panel), a speaker or a printer can be used. As the input device 112, in addition to a keyboard, a mouse, and a microphone, a monitor that realizes a pointing device function in cooperation with the mouse can be used. In the following, the output device 114 may be described as the monitor 114 or the printer 114, and the input device 112 may be described as the keyboard 112 or the mouse 112. Also, "output" means outputting by the output device 114, etc., and includes, for example, display output to the monitor 114, printing output by the printer 114, and transmitting data to the outside.

[0024] The storage unit 106 stores various databases, tables, files, and the like. The storage unit 106 records a computer program for giving instructions to the CPU (Central Processing Unit) in cooperation with the OS (Operating System) to perform various processes. As the storage unit 106, 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, and an optical disk can be used.

[0025] The storage unit 106 includes a product number master 106a and a data file 106b. FIG. 2 is a diagram showing a configuration example of the product number master 106a.

[0026] The product number master 106a is a master for managing the operating cost for in-house management separately from the cost of goods sold based on inventory evaluation. As shown in FIG. 2, the product number master 106a can be composed of a table or the like in which a product number code, a cost of goods sold, and an operating cost are registered in association with each other. The cost of goods sold is the actual cost of inventory evaluation, for example, the result of the total average according to the actual purchase price. The operating cost is the selling cost for in-house management. In the example shown in FIG. 2, the product number code is "A00001", the cost of goods sold is "100 yen", and the operating cost is "110 yen". Usually, the operating cost is set higher than the cost of goods sold.

[0027] The data file 106b is a file for storing various data such as order receiving data, order receiving / issuing data, sales data, and inventory data. The order receiving data may include data on item number codes, business categories, sales amounts, cost of goods sold, operating costs, gross profit (1) (= sales amount - cost of goods sold), and gross profit (2) (= sales amount - operating costs) (see Fig. 3(A)). The order receiving / issuing data may include data on item number codes, business categories, sales amounts, cost of goods sold, operating costs, gross profit (1) (= sales amount - cost of goods sold), gross profit (2) (= sales amount - operating costs), and ordering unit prices (see Fig. 3(B)). The cost of goods sold, gross profit (1) (= sales amount - cost of goods sold), and ordering unit prices are retained as data, but are not displayed on the cost confirmation screen for sales staff.

[0028] The control unit 102 is a CPU or the like that comprehensively controls the cost management device 100. The control unit 102 has an internal memory for storing control programs such as an OS, programs defining various processing procedures, and required data, and executes various information processes based on these stored programs. Conceptually, the control unit 102 includes a data input unit 102a, a screen display control unit 102b, and a master maintenance unit 102c.

[0029] The data input unit 102a inputs various data such as order receiving data, order receiving / issuing data, sales data, and inventory data in response to an operator's operation on the screen displayed on the monitor 114, and stores them in the data file 106b.

[0030] The screen display control unit 102b controls the display of various screens to be displayed on the monitor 114 and the reception of inputs thereto. For example, the screen display control unit 102b controls the display of a cost confirmation screen on which it is possible to confirm the cost to be displayed on the monitor 114, and on the cost confirmation screen, for a specific operator, the corresponding internal management operating cost of the item master 106a is displayed instead of the cost of goods sold based on the inventory evaluation.

[0031] In addition, on the cost confirmation screen, the screen display control unit 102b may display, for a specific operator, the gross profit calculated as sales - operating cost instead of the gross profit calculated as sales - cost of sales.

[0032] In addition, the specific operator may be a salesperson. For example, the screen display control unit 102b can set the user group of the login account and determine that the user group of the salesperson is the specific operator. Also, in addition to the user group of the salesperson, the screen display control unit 102b can set the user group of authorized personnel and control the display content on the cost confirmation screen to be different for salespersons and authorized personnel.

[0033] The cost confirmation screen includes various screens on which costs are displayed, and may be, for example, an order reception (input) screen, a sales input screen, a sales performance screen, etc.

[0034] The master maintenance unit 102c performs editing such as input, addition, and change of the data in the item number master 106a according to the operations of the operator on the master maintenance screen (not shown) displayed on the monitor 114.

[0035] [3. Specific Example] With reference to FIGS. 1 to 5, a specific example of the processing of the cost management device 100 in the present embodiment will be described. FIG. 3 is a diagram showing an example of order reception data and order placement / order reception data. FIG. 4 is a diagram showing a display example of an order reception screen for salespersons (a screen on which the actual cost is not visible). FIG. 5 is a diagram showing a display example of an order reception screen for authorized personnel (a screen on which the actual cost is visible). In the following description, all units of amount are "yen", and the notation of "yen" is omitted.

[0036] FIG. 3(A) is a diagram showing an example of order reception data. In the example of order reception data shown in FIG. 3(A), the item number code is "A00001", the business category is "warehouse shipment", the sales amount is "150", the cost of sales is "100", the operating cost is "110", the gross profit (1) (= sales - cost of sales) is "50", and the gross profit (2) (= sales - operating cost) is "40".

[0037] The cost of goods sold "100" and the gross profit (1) (= sales - cost of goods sold) "50" are not displayed to the sales staff on the cost confirmation screen, but are registered as data.

[0038] Figure 3(B) is a diagram showing an example of order receiving and issuing data. In the example of the order receiving and issuing data shown in Figure 3(B), the item number code is "A00001", the business classification is "order receiving and issuing", the sales amount is "150", the cost of goods sold is "100", the operating cost is "110", the gross profit (1) (= sales - cost of goods sold) is "50", the gross profit (2) (= sales - operating cost) is "40", and the order issuing unit price is "100".

[0039] The cost of goods sold "100", the gross profit (1) (= sales - cost of goods sold) "50", and the order issuing unit price "100" are not displayed to the sales staff on the cost confirmation screen, but are registered as data.

[0040] Next, the display contents of the cost confirmation screens (examples of order receiving screens) for the sales staff and the authorized personnel will be described. The screen display control unit 102b determines the user group of the logged-in account and for the user group of the sales staff, for example, displays an order receiving screen for the sales staff as shown in Figure 4, and for the user group of the authorized personnel, displays an order receiving screen for the authorized personnel as shown in Figure 5.

[0041] On the order receiving screen for the sales staff shown in Figure 4, for the cost unit price, the operating cost corresponding to the product (item number code) in the item master 106a is displayed. For the gross profit, the gross profit (2) calculated as sales - operating cost is displayed. Further, for the sales staff, information related to the order issuing unit price is made invisible in the case of order receiving and issuing.

[0042] On the other hand, on the order receiving screen for the authorized personnel shown in Figure 5, for the cost unit price, the original cost of goods sold is displayed. For the gross profit, the gross profit (1) calculated as sales - cost of goods sold is displayed. Further, the order issuing unit price is visible to the authorized personnel.

[0043] As described above, according to the present embodiment, the item master 106a in which a product and the operating cost for internal management are associated and registered, and the display control unit 102b that controls the display of the cost confirmation screen for the monitor 114, and on the cost confirmation screen, for a specific operator, instead of the cost of sales based on the inventory valuation, the corresponding operating cost of the master is displayed. Therefore, it is possible to prevent the inhibition of profit appeal during product sales.

[0044] [4. Other Embodiments] In addition to the above-described embodiments, the present invention may be implemented in various different embodiments within the scope of the technical idea described in the claims.

[0045] For example, among the processes described in the embodiment, all or part of the processes described as being automatically performed can be manually performed, or all or part of the processes described as being manually performed can be automatically performed by a known method.

[0046] Also, regarding 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 the drawings can be arbitrarily changed unless otherwise specified.

[0047] Also, regarding the cost management device 100, each of the illustrated components is a functional concept, and it is not necessarily physically configured as shown in the figure.

[0048] For example, regarding the processing functions provided by the cost management device 100, particularly each processing function performed by the control unit 102, all or any part of them may be realized by a CPU and a program interpreted and executed by the CPU, or may be realized as hardware by wired logic. Note that the program is recorded on a non-transitory computer-readable recording medium including programmed instructions for causing an information processing device to execute the processing described in the present embodiment, and is mechanically read by the cost management device 100 as necessary. That is, a computer program for giving instructions to the CPU in cooperation with the OS to perform various processes is recorded in a storage unit such as a ROM or an HDD (Hard Disk Drive). This computer program is executed by being loaded into the RAM and constitutes the control unit in cooperation with the CPU.

[0049] Also, this computer program may be stored in an application program server connected to the cost management device 100 via an arbitrary network, and all or part of it can be downloaded as necessary.

[0050] Further, the program for executing the processes described in this embodiment may be stored in a non-transitory computer-readable recording medium, or may be configured as a program product. Here, this "recording medium" includes any "portable physical medium" such as a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), an EEPROM (registered trademark) (Electrically Erasable and Programmable Read Only Memory), a CD-ROM (Compact Disk Read Only Memory), an MO (Magneto-Optical disk), a DVD (Digital Versatile Disk), and a Blu-ray (registered trademark) Disc, etc.

[0051] Also, the "program" is a data processing method described in any language or description method, and is not limited to a form such as source code or binary code. Note that the "program" is not necessarily limited to being configured singly, and also includes those that are distributedly configured as a plurality of modules or libraries, or those that achieve their functions in cooperation with another program represented by an OS. Note that for the specific configuration, reading procedure, and installation procedure after reading for reading the recording medium in each device shown in this embodiment, well-known configurations and procedures can be used.

[0052] The various databases and the like stored in the storage unit 106 are storage means such as a memory device such as a RAM or a ROM, a fixed disk device such as a hard disk, a flexible disk, and an optical disk, and store various programs, tables, databases, and web page files used for various processes and website provision.

[0053] Further, the cost 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 an arbitrary peripheral device is connected. Further, the cost management device 100 may be realized by installing software (including a program or data, etc.) for realizing the processes described in the present embodiment in the device.

[0054] Furthermore, the specific form of the distribution and integration of the devices is not limited to that shown in the drawings, and all or part of them can be functionally or physically distributed and integrated in arbitrary units according to various additions or according to the functional load. That is, the above-described embodiments may be arbitrarily combined and implemented, or the embodiments may be selectively implemented.

Explanation of Signs

[0055] 100 Cost management device 102 Control unit 102a Data input unit 102b Screen display control unit 102c Master maintenance unit 104 Communication interface unit 106 Storage unit 106a Part number master 106b Data file 108 Input / output interface unit 112 Input device 114 Output device 200 Server 300 Network

Claims

1. A cost management device including a memory unit and a control unit, wherein the memory unit includes a master in which products are registered in association with internal management operating costs set higher than the cost of sales based on inventory valuation, and the control unit controls the display of a cost confirmation screen on a display unit, and on the cost confirmation screen, has screen display control means for displaying, in place of the amount of the cost of sales, the amount of the corresponding operating cost of the master in the item of the cost of sales so that a salesperson cannot inquire about the amount of the cost of sales based on inventory valuation. The cost management device is characterized by this.

2. The cost management device according to claim 1, wherein the screen display control means displays, on the cost confirmation screen, in place of the gross profit calculated by sales - the cost of sales, the gross profit calculated by sales - the operating cost for a salesperson.

3. The cost management device according to claim 1 or 2, wherein the screen display control means controls to make information related to the order unit price invisible to a salesperson on the cost confirmation screen.

4. The cost management device according to any one of claims 1 to 3, wherein the cost confirmation screen includes a purchase order input screen, a sales input screen, and a sales performance screen.

5. A cost management method executed by an information processing device including a control unit and a memory unit, wherein the memory unit includes a master in which products are registered in association with internal management operating costs set higher than the cost of sales based on inventory valuation, and that executed by the control unit, A cost management method characterized by including a screen display control step of controlling the display of a cost confirmation screen for a display unit, and on the cost confirmation screen, in the item of cost of goods sold, the amount of the corresponding operating cost in the master is displayed instead of the amount of the cost of goods sold so that a salesperson cannot inquire about the amount of the cost of goods sold based on inventory valuation.

6. A cost management program for causing an information processing apparatus including a control unit and a storage unit to execute, wherein the storage unit includes a master in which a product is registered in association with an internal management operating cost set higher than the cost of goods sold based on inventory valuation, and in the control unit, a cost management program for controlling the display of a cost confirmation screen for a display unit and executing a screen display control step of displaying, in the item of cost of goods sold, the amount of the corresponding operating cost in the master instead of the amount of the cost of goods sold so that a salesperson cannot inquire about the amount of the cost of goods sold based on inventory valuation.

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