Adjustment gross profit calculation device, adjustment gross profit calculation method, and adjustment gross profit calculation program

Abstract

To provide a gross profit calculation device for adjustment, a gross profit calculation method for adjustment, and a gross profit calculation program for adjustment capable of suitably evaluating a contribution by calculating the contribution to a company by a sales representative not directly appearing in numbers, as gross amount for adjustment.SOLUTION: (1) Sales number is tabulated for each combination of billing destination, person in charge, and merchandise with sales detail data having the same sales month as the specified subject date as well as having gross adjustment classification be "1: normal sales", as subject, (2) adjustment unit price is acquired associated with same financial year and month as specified subject year and month as well as being associated with billing destination and commodity composing the combination from a gross profit ledger master, and (3) rough profit amount for adjustment is calculated by multiplying the sales number of tabulated result by the acquired adjustment unit price.SELECTED DRAWING: Figure 1

Description

[Technical Field]

[0001] The present invention relates to an adjustable gross profit calculation device, an adjustable gross profit calculation method, and an adjustable gross profit calculation program. [Background technology]

[0002] Paragraph 0004 of Patent Document 1 states, "Therefore, an object of the present invention is to provide an information processing device and an information processing program that, when generating a document proposing a product or service to a customer, can generate a document that takes into account the purpose of the proposer, compared to generating a document based only on the customer's information processing environment." Furthermore, paragraph 0030 of Patent Document 1 states, "For example, when generating a proposal for a customer (a proposal is an example of a document), the sales purpose is taken into account and a proposal is generated with appropriate content that matches the time spent explaining the proposal (total number of pages). Specifically, a proposal is generated that prioritizes the proposal of products with high gross profit margins and products with high sales evaluation points." [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Publication No. 2022-049045 Summary of the Invention [Problem to be solved by the invention]

[0004] In the field of sales to customers, as can be seen from the description in Patent Document 1, the evaluation of a salesperson is determined by the gross profit amount of the products sold.

[0005] Here, among the contributions that sales representatives make to the company, there are also special circumstances that are not calculated into gross profit amounts (such as acquiring new customers, selling merchandise that is close to its expiration date, and working hard to handle customer complaints).

[0006] However, in the past, such special circumstances were not taken into consideration when evaluating salespeople, which led to a decline in the motivation of salespeople. Even if they were, the evaluators had to manually tally up the special circumstances using Excel or other tools, which required a great deal of time and effort.

[0007] The present invention has been made in consideration of the above-mentioned problems, and aims to provide an adjusted gross profit calculation device, an adjusted gross profit calculation method, and an adjusted gross profit calculation program that enable appropriate evaluation of a sales representative's contribution to a company that does not appear directly in figures by calculating the contribution as an adjusted gross profit amount. [Means for solving the problem]

[0008] In order to solve the above-mentioned problems and achieve the object, the adjustment gross profit calculation device of the present invention is equipped with a control unit and a memory unit, and when a sales representative is evaluated based on the gross profit amount of the products he or she has sold, the adjustment gross profit calculation device calculates the sales representative's contribution to the company that does not appear directly in the figures as an adjustment gross profit amount, thereby making it possible to appropriately evaluate the contribution. The memory unit stores an adjustment master including billing destination identification data for identifying the billing destination, product identification data for identifying the product, accounting year and month, and an adjustment unit price which is a unit price used to calculate the adjustment gross profit amount, as well as sales year and month, the billing destination identification data, person in charge identification data for identifying the sales representative, the product identification data, the number of products sold, a normal sales category which is a category indicating that the sales method is normal sales, and a sales method. and sales data including sales statement data having any one of the sales categories of gross profit sales categories, which are categories indicating that the sales are sales due to gross profit adjustment, and the control unit is characterized by comprising: a sales number aggregation means for aggregating the sales number for each combination of the billing destination identification data, the person in charge identification data, and the product identification data, for the sales statement data having the same sales year and month as a specified target year and month and for which the sales category is the regular sales category; an adjustment unit price acquisition means for acquiring from the adjustment master an adjustment unit price that is linked to the same accounting year and month as the specified target year and month and is linked to the billing destination identification data and the product identification data that make up the combination; and a gross profit calculation means for calculating the gross profit amount for adjustment by multiplying the sales number aggregated by the sales number aggregation means by the adjustment unit price acquired by the adjustment unit price acquisition means.

[0009] In addition, in the adjustment gross profit calculation device of the present invention, the control unit is further characterized by having a sales detail generation means for generating sales detail data having the combination, the gross profit sales category, and the adjustment gross profit amount calculated by the gross profit calculation means, and storing the sales detail data in the sales data.

[0010] In addition, the adjusted gross profit calculation device of the present invention is characterized in that the sales quantity, sales price, and sales amount of the sales detail data whose sales category is the regular sales category are positive values, and the sales quantity, sales price, and sales amount of the sales detail data whose sales category is the gross profit sales category are zero.

[0011] In addition, in the adjusted gross profit calculation device of the present invention, the adjustment master further includes a contribution content classification which is a classification for identifying the content of the contribution made by the sales representative to the company that does not directly appear in the figures, the adjusted unit price acquisition means further acquires the contribution content classification, and the sales detail generation means generates the sales detail data further having the contribution content classification and stores it in the sales data.

[0012] Furthermore, in the adjusted gross profit calculation device of the present invention, the contribution content category is a category indicating that the sales representative contributed to acquiring a new customer, a category indicating that the sales representative contributed to avoiding loss of the product, or a category indicating that the sales representative made efforts to deal with problems with customers.

[0013] In addition, in the adjustment gross profit calculation device of the present invention, the control unit is further characterized by having a total gross profit calculation means that calculates a total gross profit amount by adding together the gross profit amount in the sales detail data whose sales category is the regular sales category and the adjustment gross profit amount in the sales detail data whose sales category is the gross profit sales category.

[0014] In addition, in the adjusted gross profit calculation device of the present invention, the control unit is further characterized by having a report display means for displaying the sales detail data, whose sales category is the gross profit sales category, only on internal reports and not on reports for external use.

[0015] In addition, the adjusted gross profit calculation device according to the present invention is characterized in that the external document is a delivery note or an invoice, and the internal document is a sales performance table by person in charge.

[0016] In addition, the adjusted gross profit calculation device according to the present invention is characterized in that the merchandise is a low-margin, high-volume product.

[0017] Furthermore, in the method for calculating an adjusted gross profit according to the present invention, when a sales representative is evaluated based on the gross profit amount of the products he or she has sold, the contribution made by the sales representative to the company that does not appear directly in figures is calculated as an adjusted gross profit amount, thereby making it possible to appropriately evaluate the contribution. The method is executed by an information processing device having a control unit and a storage unit, and the storage unit stores an adjustment master including billing destination identification data for identifying the billing destination, product identification data for identifying the product, accounting year and month, and an adjustment unit price which is a unit price used to calculate the adjusted gross profit amount, as well as sales year and month, the billing destination identification data, person in charge identification data for identifying the sales representative, the product identification data, the number of products sold, a normal sales category which is a category indicating that the sales method is normal sales, and a sales method which is sales by gross profit adjustment. and sales data including sales statement data having any one of the sales categories of gross profit sales categories which are categories indicating that the sales category is above the specified target year and month, and the system includes a sales number calculation step executed by the control unit, which calculates the sales number for each combination of the billing destination identification data, the person in charge identification data, and the product identification data for the sales statement data which has the same sales year and month as the specified target year and month and whose sales category is the regular sales category; an adjustment unit price acquisition step which acquires from the adjustment master an adjustment unit price which is linked to the same accounting year and month as the specified target year and month and which is linked to the billing destination identification data and the product identification data which constitute the combination; and a gross profit calculation step which calculates the gross profit amount for adjustment by multiplying the sales number calculated in the sales number calculation step by the adjustment unit price acquired in the adjustment unit price acquisition step.

[0018] Furthermore, in the adjusted gross profit calculation program of the present invention, when a sales representative is evaluated based on the gross profit amount of the products he or she has sold, the adjusted gross profit calculation program is executed by an information processing device having a control unit and a memory unit, and enables the sales representative's contribution to the company, which does not appear directly in the figures, to be appropriately evaluated by calculating the adjusted gross profit amount. The memory unit stores an adjustment master including billing destination identification data for identifying the billing destination, product identification data for identifying the product, accounting year and month, and an adjustment unit price which is a unit price used to calculate the adjusted gross profit amount, as well as sales year and month, the billing destination identification data, person in charge identification data for identifying the sales representative, the product identification data, the sales quantity of the product, a normal sales category which is a category indicating that the sales method is normal sales, and a sales method which is not applicable to gross profit adjustment. and sales detail data having one of the sales categories of gross profit sales categories, which are categories indicating that the sales are made by a specified method, and the system includes a sales number calculation step for executing the control unit, which calculates the sales number for each combination of the billing destination identification data, the person in charge identification data, and the product identification data, for the sales detail data having the same sales year and month as the specified target year and month and for which the sales category is the regular sales category; an adjustment unit price acquisition step for acquiring from the adjustment master an adjustment unit price that is linked to the same accounting year and month as the specified target year and month and is linked to the billing destination identification data and the product identification data that constitute the combination; and a gross profit calculation step for calculating the gross profit amount for adjustment by multiplying the sales number calculated in the sales number calculation step by the adjustment unit price acquired in the adjustment unit price acquisition step. [Effects of the Invention]

[0019] According to the present invention, the contribution made by a sales representative to the company, which is not directly reflected in figures, is calculated as an adjustment gross profit amount, thereby enabling the contribution to be appropriately evaluated. [Brief explanation of the drawings]

[0020] [Figure 1] FIG. 1 is a block diagram showing an example of the configuration of an adjustment gross profit calculation device. [Figure 2] FIG. 2 is a diagram showing an example of a screen for inputting the target year and month for the gross profit adjustment calculation process. [Figure 3] FIG. 3 is a diagram showing an example of sales data before the gross profit adjustment calculation process is executed. [Figure 4] FIG. 4 is a diagram showing an example of the gross profit adjustment ledger master, the sales summary data, and the generated sales statement data (sales slip). [Figure 5] FIG. 5 is a diagram showing an example of sales data after the gross profit adjustment calculation process is executed. DETAILED DESCRIPTION OF THE INVENTION

[0021] Hereinafter, an embodiment of an adjustment gross profit calculation device, an adjustment gross profit calculation method, and an adjustment gross profit calculation program according to the present invention will be described in detail with reference to the accompanying drawings. Note that the present invention is not limited to the present embodiment.

[0022] [1. Overview] In the food wholesale industry, wholesale salespeople are often evaluated based on the gross profit of the products they sell.

[0023] However, due to special circumstances such as those listed below, there may be cases where the gross profit figures do not correlate with the performance and evaluation of sales representatives. (Examples of special circumstances) In order to acquire a new project from an important customer, the company acquired the business even though the gross profit amount was small. In other words, the company acquired the business even if it was a little cheaper in order to start doing business with a large customer. In order to avoid losses of B-grade products with close expiration dates, they were sold at a low gross profit. In other words, they sold products with close expiration dates at a slightly lower price (even if it meant lowering the gross profit margin). · Assisted in handling customer complaints.

[0024] In the past, such special circumstances were not taken into consideration when evaluating salespeople, which led to a decline in the motivation of salespeople. Even if they were, the evaluators had to manually tally up the special circumstances using Excel or other tools, which was a time-consuming and labor-intensive process.

[0025] Therefore, in this embodiment, the system is designed to take into account special circumstances and calculate the amount of adjustment (compensation) to gross profit. Specifically, a master is prepared for adjusting (compensating) gross profit by billing destination and by product, and at the end of the month, the adjustment unit price in the master is multiplied by the sales quantity (sales number) in the sales data, so that a sales slip can be generated that records the gross profit in the internal evaluation table, separate from the actual accounting figures.

[0026] This makes it possible to, for example, ensure the motivation of sales staff and improve customer satisfaction. A specific configuration and operation will be described below.

[0027] [2. Configuration] An example of the configuration of the adjustment gross profit calculation 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 adjustment gross profit calculation device 100.

[0028] The adjustment gross profit calculation device 100 is a commercially available desktop personal computer. The adjustment gross profit calculation 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, PDA (Personal Digital Assistant), smartphone, or tablet personal computer.

[0029] The adjustment gross profit calculation device 100 comprises a control unit 102, a communication interface unit 104, a memory unit 106, and an input / output interface unit 108. Each unit of the adjustment gross profit calculation device 100 is connected to each other so that they can communicate with each other via any communication path.

[0030] The communication interface unit 104 communicably connects the adjustment gross margin calculation 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 connecting the adjustment gross margin calculation 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 data such as various masters described below may be stored in the server 200, for example.

[0031] 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.

[0032] 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.

[0033] The storage unit 106 includes, for example, a gross profit adjustment ledger master 106a as an adjustment master, sales data 106b, and sales total data 106c.

[0034] According to the adjustment gross profit calculation device 100 of this embodiment, when a salesperson is evaluated based on the gross profit of the products he or she has sold, the salesperson's contribution to the company, which does not appear directly in figures, can be calculated as an adjustment gross profit amount. The products are, for example, low-margin, high-volume products.

[0035] The gross profit adjustment ledger master 106a is a master for setting an adjustment unit price by billing destination and by product. As shown in Fig. 4, the gross profit adjustment ledger master 106a includes, for example, billing destination identification data (billing destination) for identifying the billing destination, product identification data (product) for identifying the product, accounting year and month, a contribution content classification (adjustment classification) that is a classification for identifying the content of the contribution made by the sales representative to the company that does not appear directly in the figures, an amount rounding classification that is a classification for identifying the method of rounding the calculated gross profit amount for adjustment, and an adjustment unit price that is a unit price used to calculate the gross profit amount for adjustment.

[0036] Examples of the contribution content category (adjustment category) include a category indicating that the sales representative contributed to acquiring a new customer (category "1: Important Customer"), a category indicating that the sales representative contributed to preventing the loss of the product (category "2: B-grade product"), and a category indicating that the sales representative made an effort to deal with a problem with the customer (category "3: Trouble handling").The contribution content category (adjustment category) can also be said to be a category for determining factors for adjusting gross profit.In addition to these, the contribution content category (adjustment category) can be added as appropriate.

[0037] Examples of the amount rounding classification include a classification indicating that the calculated gross profit amount for adjustment is to be rounded down to the nearest integer (a classification of "0: round down"), a classification indicating that the calculated gross profit amount for adjustment is to be rounded up to the nearest integer (a classification of "1: round up"), and a classification indicating that the calculated gross profit amount for adjustment is to be rounded up to the nearest integer (a classification of "2: round up").

[0038] The adjustment unit price is a unit price by which the number of sales of the product is multiplied when calculating the adjustment gross profit amount. The adjustment unit price is set to an appropriate value by, for example, the company's management. Two examples of how to set the adjustment unit price are shown below. For important customers, the adjusted unit price will be set at 10% of the gross profit expected when selling products to regular customers. For B-grade products (products with an approaching expiration date or best-before date), the adjusted unit price is set so that the profit is equivalent to the profit when selling regular products, since they are sold to customers at a low price and the gross profit is low.

[0039] As shown in FIG. 5, the sales data 106b includes sales detail data having, for example, a sales number, a sales year and month (sales month), a sales date, the billing identification data (billing), sales representative identification data (sales representative) for identifying the sales representative, the product identification data (product), the number of products sold, the sales price of the products, the sales amount of the products, the gross profit amount of the products, the sales category (gross profit adjustment category), the contribution content category (adjustment category), and a summary.

[0040] The sales classification (gross profit adjustment classification) is either a regular sales classification (classification "1: Regular sales"), which indicates that the sales method is regular sales, or a gross profit sales classification (classification "2: Gross profit adjustment"), which indicates that the sales method is sales through gross profit adjustment.

[0041] The sales summary data 106c is data including the results of summarizing the sales figures for each combination of the billing destination identification data (billing destination), the person in charge identification data (person in charge), and the product identification data (product). As shown in Fig. 4, the sales summary data 106c includes, for example, the sales year and month (sales month), the billing destination identification data (billing destination), the person in charge identification data (person in charge), the product identification data (product), and the sales figures (sales figures) resulting from the summation.

[0042] The control unit 102 is a CPU or the like that comprehensively controls the adjustment gross profit calculation 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 based on these stored programs.

[0043] The control unit 102 has, in terms of functional concept, for example: (1) a sales number counting unit 102a as a sales number counting means that counts the sales number for each combination of the billing destination identification data, the person in charge identification data, and the product identification data, targeting the sales statement data that has the same sales year and month as the specified target year and month and whose sales category is the regular sales category; (2) an adjustment unit price obtaining unit 102b as an adjustment unit price obtaining means that obtains, from the adjustment master, an adjustment unit price that is linked to the same accounting year and month as the specified target year and month and that is linked to the billing destination identification data and the product identification data that make up the combination; and (3) a unit price obtaining unit that calculates the gross profit amount for adjustment by multiplying the sales number counted as a result of the counting by the sales number counting means by the adjustment unit price obtained by the adjustment unit price obtaining means. (4) a sales detail generation unit 102d as sales detail generation means for generating sales detail data having the combination, the gross profit sales category, and the gross profit amount for adjustment calculated by the gross profit calculation means and storing the generated sales detail data in the sales data, (5) a gross profit total calculation unit 102e as gross profit total calculation means for calculating the total gross profit amount by adding up the gross profit amount in the sales detail data whose sales category is the regular sales category and the gross profit amount for adjustment in the sales detail data whose sales category is the gross profit sales category, and (6) a form display unit 102f as form display means for displaying the sales detail data whose sales category is the gross profit sales category only on forms for internal use and not on forms for external use. The processing executed by each unit will be described in detail in [4. Specific examples of processing] below.

[0044] [3. Processing Overview] In this section, an overview of the processing according to this embodiment will be described.

[0045] In this embodiment, a sales slip for gross profit adjustment can be generated by the gross profit adjustment calculation process. The gross profit adjustment calculation process is executed once at the time of monthly closing, for example. The gross profit adjustment calculation process consists of the following four flows:

[0046] First, the sales number tallying unit 102a refers to the sales data 106b based on the "target year and month" specified on the screen shown in FIG. 2, and tallies the sales number for each combination of billing destination, person in charge, and product.

[0047] Next, the adjusted unit price obtaining unit 102b compares the collected data with the gross profit adjustment ledger master 106a and obtains the adjusted unit price used to generate a sales slip for gross profit adjustment.

[0048] Next, the gross profit calculation unit 102c calculates the gross profit amount for adjustment by multiplying the adjustment unit price acquired from the gross profit adjustment ledger master 106a by the totaled sales amount.

[0049] Finally, the sales statement generating unit 102d generates a sales slip for gross profit adjustment.

[0050] [4. Specific examples of processing] In this section, a specific example of the processing according to this embodiment will be described. In this section, the explanation will be given on the assumption that the sales data 106b before the gross profit adjustment calculation processing is executed exists as shown in Fig. 3, and the gross profit adjustment ledger master 106a is preset as shown in Fig. 4. Also, in this section, it is assumed that the adjustment gross profit calculation device 100 according to this embodiment is used by an evaluator who evaluates sales representatives at a food wholesaler.

[0051] 3, the total gross profit amount for salesperson "Suzuki" for February 2023 is 7,530 yen, but this amount does not take into account the contributions made by salesperson "Suzuki" to acquire new customers, so it cannot be said that salesperson "Suzuki" is fairly evaluated. Therefore, in order to properly evaluate such contributions, the gross profit adjustment calculation process described below is executed.

[0052] [4-1. Sales volume aggregation processing] The sales number counting unit 102a counts the sales number for each combination of the billing destination identification data (billing destination), the person in charge identification data (person in charge), and the product identification data (product) for the sales detail data that has the same sales year and month (sales month) as the specified target year and month and whose sales category (gross profit adjustment category) is the regular sales category (category ``1: Regular sales'').

[0053] Specifically, assume that "2023 / 2" is specified as the target year and month on the screen of Figure 2. Referring to the sales data 106b of Figure 3, all four sales detail data have the same sales month "2023 / 2" as the specified target year and month "2023 / 2", and the gross profit adjustment category is "1: Regular sales". Therefore, the sales number counting unit 102a counts all four sales detail data.

[0054] Of the four sales detail data shown in Figure 3, the sales detail data in lines 1 to 3 are a combination of billing address "Store A," person in charge "Suzuki," and product "frozen dumplings," while the sales detail data in line 4 is a combination of billing address "Store B," person in charge "Suzuki," and product "frozen dumplings."

[0055] Therefore, the sales number tallying unit 102a targets the sales detail data on the first to third lines and calculates 201 by totaling the sales number of 100 in the sales detail data on the first line, the sales number of 70 in the sales detail data on the second line, and the sales number of 31 in the sales detail data on the third line. On the other hand, the sales number tallying unit 102a targets the sales detail data on the fourth line and calculates 50 by totaling the sales number of 50 in the sales detail data on the fourth line.

[0056] Then, the sales number tallying unit 102a generates sales number tally data 106c including the sales number as a result of the tallying, as shown in FIG.

[0057] [4-2. Adjusted unit price acquisition process] Next, the adjustment unit price acquisition unit 102b acquires, from the gross profit adjustment ledger master 106a, an adjustment unit price that is linked to the same accounting year and month as the specified target year and month and that is linked to the billing destination identification data (billing destination) and the product identification data (product) that constitute the combination. Note that the adjustment unit price acquisition unit 102b may further acquire the contribution content category (adjustment category) from the gross profit adjustment ledger master 106a.

[0058] Specifically, the adjusted unit price acquisition unit 102b acquires "3.5 yen" from the gross profit adjustment ledger master 106a in Figure 4 as the adjusted unit price that is linked to the same accounting month "2023 / 2" as the specified target month "2023 / 2" and that is linked to the billing destination "Store A" and the product "frozen dumplings."

[0059] [4-3. Gross profit calculation process] Next, the gross profit calculation unit 102c calculates the gross profit amount for adjustment by multiplying the sales number calculated by the sales number calculation unit 102a by the adjustment unit price acquired by the adjustment unit price acquisition unit 102b.

[0060] Specifically, the gross profit calculation unit 102c calculates 703.5 yen by multiplying the sales number "201" calculated by the sales number calculation unit 102a by the adjusted unit price "3.5 yen" obtained by the adjusted unit price acquisition unit 102b.

[0061] Here, referring to the gross profit adjustment ledger master 106a in Figure 4, the amount rounding classification for the adjustment unit price of "3.5 yen" is "0: round down", so the gross profit calculation unit 102c rounds down the decimal points of the calculated 703.5 yen to finally calculate the amount of 703 yen.

[0062] In this way, according to the adjusted gross profit calculation device 100 of this embodiment, the contribution made by a sales representative to the company, which is not directly reflected in the figures, can be calculated as an adjusted gross profit amount (703 yen in this example), thereby making it possible to properly evaluate said contribution.

[0063] [4-4. Sales statement generation process] Next, the sales statement generation unit 102d generates sales statement data including the combination, the gross profit sales category (category "2: gross profit adjustment"), and the gross profit amount for adjustment calculated by the gross profit calculation unit 102c, and stores the data in the sales data 106b. Note that the sales statement generation unit 102d may also generate sales statement data further including the contribution content category (adjustment category), and store the data in the sales data 106b.

[0064] Specifically, as shown in the table at the bottom of Figure 4, the sales statement generation unit 102d generates sales statement data that includes the sales number "U005," sales month "2023 / 2," sales date "2 / 28 / 2023," billing destination "Store A," person in charge "Suzuki," product "frozen dumplings," sales quantity "0," sales price "0 yen," sales amount "0 yen," gross profit amount for adjustment "703 yen" calculated by the gross profit calculation unit 102c, gross profit adjustment category "2: gross profit adjustment," adjustment category "1: important customer," and summary "sales quantity: 201, adjusted unit price: 3.5 yen." Each element of the generated sales statement data is described below.

[0065] The sales number is a newly assigned number. The sales date "2023 / 2 / 28" is the last day of the specified target year and month "2023 / 2".

[0066] Here, as shown in sales data 106b in Figure 3, the sales quantity, sales price, and sales amount of the sales detail data in which the sales category (gross profit adjustment category) is the regular sales category (category ``1: Regular sales'') are positive values, whereas as shown in Figure 4, the sales quantity, sales price, and sales amount of the sales detail data in which the sales category (gross profit adjustment category) is the gross profit sales category (category ``2: Gross profit adjustment'') are zero for the following reasons.

[0067] The reason why the sales quantity is fixed to 0 is to avoid affecting inventory. The reason why the sales price and sales amount are fixed to 0 is to avoid affecting receivables. In this way, the adjustment gross profit calculation device 100 according to this embodiment can generate sales statement data for gross profit adjustment that is designed not to affect inventory or receivables.

[0068] Returning to the explanation of each element of the generated sales statement data, the generated sales statement data has an adjustment category, which allows the evaluator to instantly grasp the details of the sales representative's contributions that do not appear directly in the figures. In this example, by referring to the generated sales statement data, the evaluator can instantly grasp that the sales representative "Suzuki" has contributed to acquiring new customers.

[0069] The sales statement generation unit 102d then stores the generated sales statement data in the sales data 106b shown in Figure 3. The sales data 106b after the generated sales statement data has been stored (=after the gross profit adjustment calculation process has been executed) is shown in Figure 5. In the sales data 106b in Figure 5, the hatched sales statement data is the newly stored sales statement data.

[0070] In addition, the automatically generated sales slip (sales detail data) for gross profit adjustment can be manually corrected from "Sales Input."

[0071] [4-5. Gross profit calculation process] The total gross profit calculation unit 102e calculates the total gross profit amount by adding up the gross profit amount in the sales detail data whose sales category (gross profit adjustment category) is the regular sales category (category ``1: Regular sales'') and the adjustment gross profit amount in the sales detail data whose sales category (gross profit adjustment category) is the gross profit sales category (category ``2: Gross profit adjustment'').

[0072] Specifically, the total gross profit calculation unit 102e calculates the amount of 8,233 yen by adding together the total gross profit amount of 7,530 yen in the sales detail data on lines 1 to 4 in the sales data 106b of Figure 5, where the gross profit adjustment category is "1: Regular sales," and the gross profit amount of 703 yen in the sales detail data on line 5, where the gross profit adjustment category is "2: Gross profit adjustment."

[0073] Here, the total gross profit amount when the contribution made by sales representative "Suzuki" to acquire new customers is not taken into account is 7,530 yen, as explained at the beginning of [4. Specific example of processing], whereas the total gross profit amount when the contribution made by sales representative "Suzuki" to acquire new customers is taken into account is 8,233 yen, as explained in this section [4-5].

[0074] In this way, the adjustment gross profit calculation device 100 according to this embodiment can calculate the total gross profit amount taking into consideration the contributions made by sales representatives to the company that are not directly expressed in figures.

[0075] [4-6. Report display processing] The report display unit 102f displays the sales detail data whose sales category (gross profit adjustment category) is the gross profit sales category (category "2: gross profit adjustment") only on internal reports, and not on external reports.

[0076] Specifically, among sales slips (sales detail data), slips for gross profit adjustment can be determined in the system by the gross profit adjustment category, so the report display unit 102f does not display sales detail data with a gross profit adjustment category of "2: Gross profit adjustment" in external reports (e.g., delivery notes and invoices), but displays it only in internal reports (e.g., sales performance tables by person in charge).

[0077] In this way, the adjustment gross profit calculation device 100 according to this embodiment can generate sales statement data for gross profit adjustment that is designed not to be displayed on external reports.

[0078] [5. 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.

[0079] 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.

[0080] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0081] 6. 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.

[0082] 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.

[0083] 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.

[0084] Furthermore, with regard to the adjustment gross profit calculation 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.

[0085] For example, all or any part of the processing functions of the adjustment gross margin calculation 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 adjustment gross margin calculation device 100 as needed. That is, a computer program is recorded in a storage unit such as a ROM or HDD (Hard Disk Drive) for working with the OS to issue instructions to the CPU and perform various processes. This computer program is executed by being loaded into RAM, and works with the CPU to form the control unit.

[0086] In addition, this computer program may be stored in an application program server connected to the adjustment gross profit calculation device 100 via any network, and it is also possible to download all or part of it as needed.

[0087] 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.

[0088] 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.

[0089] 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.

[0090] The adjustment gross profit calculation 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 adjustment gross profit calculation device 100 may also be realized by installing software (including programs or data, etc.) that causes the device to realize the processing described in this embodiment.

[0091] 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]

[0092] The present invention is useful, for example, in industries where it is difficult to ensure profits due to the handling of low-margin, high-volume products, and is particularly useful in the food industry and food wholesale industry. [Explanation of symbols]

[0093] 100 Adjustment gross profit calculation device 102 Control section 102a Sales Counting Section 102b Adjusted Unit Price Acquisition Department 102c Gross Profit Calculation Department 102d Sales Detail Generation Department 102e Gross Profit Calculation Department 102f Report display section 104 Communication interface unit 106 Storage section 106a Gross Profit Adjustment Ledger Master 106b Sales Data 106c Sales Aggregation Data 108 Input / Output Interface Section 112 Input Device 114 Output Device 200 servers 300 Network

Claims

1. An adjustment gross profit calculation device having a control unit and a storage unit, which, when a sales representative is evaluated based on the gross profit amount of the products he or she has sold, calculates the sales representative's contribution to the company, which does not appear directly in figures, as an adjustment gross profit amount, thereby enabling the sales representative's contribution to be appropriately evaluated, The storage unit includes: an adjustment master including billing destination identification data for identifying a billing destination, product identification data for identifying a product, a fiscal year and month, and an adjustment unit price which is a unit price used to calculate the adjustment gross profit amount; sales data including sales detail data having the sales year and month, the billing destination identification data, salesperson identification data for identifying the salesperson, the product identification data, the number of products sold, and one of the sales categories, a normal sales category indicating that the sales method is normal sales, and a gross profit sales category indicating that the sales method is sales by gross profit adjustment; is stored, The control unit a sales number tallying means for tallying the sales number for each combination of the billing destination identification data, the person in charge identification data, and the product identification data, for the sales statement data that has the same sales year-month as a specified target year-month and whose sales category is the regular sales category; an adjustment unit price acquisition means for acquiring, from the adjustment master, an adjustment unit price that is linked to the same accounting year and month as the specified target year and month and that is linked to the billing destination identification data and the product identification data that constitute the combination; a gross profit calculation means for calculating the gross profit amount for adjustment by multiplying the sales number calculated by the sales number calculation means by the adjustment unit price acquired by the adjustment unit price acquisition means; To have An adjustment gross profit calculation device characterized by the above.

2. The control unit a sales statement generating means for generating sales statement data including the combination, the gross profit sales category, and the gross profit amount for adjustment calculated by the gross profit calculating means, and storing the sales statement data in the sales data; Further comprising:

2. The adjustment gross profit calculation device according to claim 1,

3. The sales quantity, sales unit price, and sales amount of the sales detail data in which the sales category is the regular sales category are positive values, The sales number, sales unit price, and sales amount of the sales detail data in which the sales category is the gross profit sales category are 0; 3. The adjustment gross profit calculation device according to claim 2, wherein:

4. The adjustment master further includes a contribution content category, which is a category for identifying the content of the contribution made by the sales representative to the company that does not appear directly in figures, The adjusted unit price acquisition means further acquires the contribution content classification, the sales statement generating means generates the sales statement data further having the contribution content category and stores the sales statement data in the sales data; 3. The adjustment gross profit calculation device according to claim 2, wherein:

5. The contribution content classification is: A classification indicating that the sales representative contributed to the acquisition of a new customer, a classification indicating that the sales representative contributed to the prevention of loss of the product, or a classification indicating that the sales representative made an effort to deal with a problem with a customer.

5. The adjustment gross profit calculation device according to claim 4,

6. The control unit a gross profit total calculation means for calculating a total gross profit amount by adding up the gross profit amount in the sales detail data in which the sales category is the regular sales category and the gross profit amount for adjustment in the sales detail data in which the sales category is the gross profit sales category; Further comprising:

3. The adjustment gross profit calculation device according to claim 2, wherein:

7. The control unit A form display means for displaying the sales statement data, the sales category of which is the gross profit sales category, only on an internal form and not on an external form. Further comprising:

3. The adjustment gross profit calculation device according to claim 2, wherein:

8. The external document is a delivery note or an invoice, The internal report is a sales performance table by person in charge, 8. The adjustment gross profit calculation device according to claim 7,

9. The said product is a low-margin, high-volume product; 9. The adjustment gross profit calculation device according to claim 1, wherein:

10. A method for calculating an adjusted gross profit executed by an information processing device having a control unit and a storage unit, in which a sales representative is evaluated based on the gross profit amount of the products he or she has sold, calculates the sales representative's contribution to a company that does not appear directly in figures as an adjusted gross profit amount, thereby enabling the sales representative's contribution to be appropriately evaluated, The storage unit includes: an adjustment master including billing destination identification data for identifying a billing destination, product identification data for identifying a product, a fiscal year and month, and an adjustment unit price which is a unit price used to calculate the gross profit amount for adjustment; sales data including sales detail data having the sales year and month, the billing destination identification data, salesperson identification data for identifying the salesperson, the product identification data, the number of products sold, and one of the sales categories, a normal sales category indicating that the sales method is normal sales, and a gross profit sales category indicating that the sales method is sales by gross profit adjustment; is stored, Executed by the control unit, a sales number tallying step for tallying the sales number for each combination of the billing destination identification data, the person in charge identification data, and the product identification data, for the sales detail data that has the same sales year-month as a specified target year-month and whose sales category is the regular sales category; an adjustment unit price acquisition step of acquiring, from the adjustment master, an adjustment unit price that is linked to the same accounting year and month as the specified target year and month and that is linked to the billing destination identification data and the product identification data that constitute the combination; a gross profit calculation step of calculating the gross profit amount for adjustment by multiplying the sales number calculated in the sales number calculation step by the adjustment unit price obtained in the adjustment unit price acquisition step; containing, A method for calculating adjusted gross profit, characterized by:

11. An adjustment gross profit calculation program to be executed by an information processing device having a control unit and a storage unit, which, when a sales representative is evaluated based on the gross profit amount of the products he or she has sold, calculates the sales representative's contribution to a company that does not appear directly in figures as an adjustment gross profit amount, thereby enabling the sales representative's contribution to be appropriately evaluated, The storage unit includes: an adjustment master including billing destination identification data for identifying a billing destination, product identification data for identifying a product, a fiscal year and month, and an adjustment unit price which is a unit price used to calculate the gross profit amount for adjustment; sales data including sales detail data having the sales year and month, the billing destination identification data, salesperson identification data for identifying the salesperson, the product identification data, the number of products sold, and one of the sales categories, a normal sales category indicating that the sales method is normal sales, and a gross profit sales category indicating that the sales method is sales by gross profit adjustment; is stored, To cause the control unit to execute a sales number tallying step for tallying the sales number for each combination of the billing destination identification data, the person in charge identification data, and the product identification data, for the sales detail data that has the same sales year-month as a specified target year-month and whose sales category is the regular sales category; an adjustment unit price acquisition step of acquiring, from the adjustment master, an adjustment unit price that is linked to the same accounting year and month as the specified target year and month and that is linked to the billing destination identification data and the product identification data that constitute the combination; a gross profit calculation step of calculating the gross profit amount for adjustment by multiplying the sales number calculated in the sales number calculation step by the adjustment unit price obtained in the adjustment unit price acquisition step; containing, An adjustment gross profit calculation program featuring:

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