Sales data processing device and program
The sales data processing device and program address the challenge of generating compliant receipts by accurately calculating and printing tax-inclusive and tax-exclusive prices, ensuring adherence to the qualified invoice system requirements.
Patent Information
- Application Number
- JP2022094879
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- Filing Date
- 2022-06-13
- Publication Date
- 2025-09-11
- Estimated Expiration
- 2042-06-13
AI Technical Summary
Existing sales data processing systems struggle to generate receipts that comply with the requirements of a qualified invoice system, which necessitates separate pricing and tax calculations for tax-inclusive and tax-exclusive products.
A sales data processing device and program that includes units for product registration, taxable amount calculation, and tax amount calculation, enabling accurate classification and printing of tax-inclusive and tax-exclusive prices on receipts.
Enables retail businesses to easily comply with the invoice system by providing receipts that accurately reflect tax-inclusive and tax-exclusive product prices, facilitating compliance with tax regulations.
Smart Images

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Abstract
Description
[Technical Field]
[0001] An embodiment of the present invention relates to a sales data processing device and a program. [Background technology]
[0002] Conventionally, receipts issued by stores that handle both tax-inclusive and tax-exclusive products have printed separate information on the total price of tax-inclusive products and the total price of tax-exclusive products (see, for example, Patent Document 1).
[0003] Meanwhile, the introduction of a qualified invoice storage system (hereinafter referred to as the "invoice system"), which aims to accurately grasp the amount of consumption tax and consumption tax rate in a transaction, is being considered. Under the invoice system, sellers are required to issue qualified invoices that include specified information in response to buyer requests. Furthermore, under the invoice system, businesses that sell to an unspecified number of people (hereinafter referred to as "retailers, etc.") can issue simplified qualified invoices instead of qualified invoices.
[0004] The above-mentioned qualified simplified invoice can be used as a receipt that lists specified information. For this reason, there is a desire to issue receipts that meet the requirements of a qualified simplified invoice so that retailers and other businesses can easily comply with the invoice system. In order for a receipt to meet the requirements of a qualified simplified invoice, it is necessary to print the price, consumption tax amount, etc., by classifying items by tax rate, including both tax-inclusive and tax-exclusive items, which cannot be done with the content printed on the above-mentioned conventional receipts. Summary of the Invention [Problem to be solved by the invention]
[0005] The problem to be solved by the present invention is to provide a sales data processing device and program that enables retail businesses and the like to easily comply with the invoice system. [Means for solving the problem]
[0006] The sales data processing device of the embodiment comprises an input unit to which product identification information that identifies a product is input, a registration unit that registers product information corresponding to the product identification information input to the input unit from a product information storage unit that stores product information including prices in association with the product identification information, and registers the product, a first taxable amount calculation unit that calculates, for each applicable tax rate, the total taxable amount of tax-inclusive products among the products registered by the registration unit, whose prices stored in the product information storage unit are tax-inclusive prices including consumption tax, a second taxable amount calculation unit that calculates, for each applicable tax rate, the total taxable amount of tax-exclusive products among the products registered by the registration unit, whose prices stored in the product information storage unit are tax-exclusive prices not including consumption tax, a calculation unit that tallys up the taxable amounts calculated by the first taxable amount calculation unit and the second taxable amount calculation unit for each tax rate, and a tax amount calculation unit that calculates the tax amount on the taxable amount tallysed by the tally unit for each tax rate. [Brief explanation of the drawings]
[0007] [Figure 1] FIG. 1 is a diagram showing an outline of a store system including a sales data processing device according to an embodiment. [Figure 2] FIG. 2 is a block diagram showing the main hardware configuration of the POS terminal according to the embodiment. [Figure 3] FIG. 3 is a diagram showing a data configuration of a product master stored in the storage unit of the POS terminal of the embodiment. [Figure 4] FIG. 4 is a diagram showing the data structure of the tax classification management file stored in the storage unit of the POS terminal of the embodiment. [Figure 5] FIG. 5 is a diagram showing the data structure of a processing classification setting file stored in the storage unit of the POS terminal of the embodiment. [Figure 6] FIG. 6 is a diagram showing the data structure of a price print setting file stored in the storage unit of the POS terminal of the embodiment. [Figure 7] FIG. 7 is a block diagram illustrating a main functional configuration of a control unit of the POS terminal according to the embodiment. [Figure 8] FIG. 8 is a block diagram illustrating a main hardware configuration of a server device according to the embodiment. [Figure 9] FIG. 9 is a diagram showing the data structure of the member master stored in the storage unit of the server device of the embodiment. [Figure 10] FIG. 10 is a diagram showing a data structure of a transaction information management file stored in the storage unit of the server device of the embodiment. [Figure 11] FIG. 11 is a block diagram illustrating a main functional configuration of a control unit of a server device according to an embodiment. [Figure 12] FIG. 12 is a sequence chart showing the flow of operations of the store system according to the embodiment. [Figure 13] FIG. 13 is a flowchart showing the flow of calculation processing by the control unit of the POS terminal according to the embodiment. [Figure 14] FIG. 14 is a flowchart showing the flow of the receipt production process performed by the control unit of the POS terminal according to the embodiment. [Figure 15] FIG. 15 shows a receipt in format 1 issued by the POS terminal of this embodiment. [Figure 16] FIG. 16 shows a receipt in format 2 issued by the POS terminal of this embodiment. [Figure 17] FIG. 17 is a flowchart showing the flow of a transaction data calculation process performed by the control unit of the POS terminal according to the embodiment. [Figure 18] FIG. 18 is a flowchart showing the flow of qualified invoice issuance processing by the control unit of the POS terminal of the embodiment. [Figure 19] FIG. 19 is a diagram showing a qualified invoice issued by the POS terminal of the embodiment. DETAILED DESCRIPTION OF THE INVENTION
[0008] The following describes a sales data processing device and a program according to an embodiment with reference to the drawings. Note that the present invention is not limited to the embodiments described below. For example, in the embodiments described below, an example is described in which the receipts issued by the POS terminal 2 are paper receipts, but the receipts may also be electronic receipts in which the information printed on the paper receipts has been digitized. Similarly, invoices are not limited to those printed on paper media, but may also be electronic. Furthermore, in the embodiments described below, an example is described in which the server device is a store server managed by a store that sells products, but this is not limiting. The server device may also be a headquarters server managed by the headquarters of a company that operates multiple stores.
[0009] FIG. 1 is a diagram showing an outline of a store system 1 according to an embodiment. The store system 1 according to this embodiment is applied to, for example, specialty stores that mainly sell products in a specific category, such as apparel products, or mass retailers such as supermarkets. The store system 1 has multiple POS (Point of Sales) terminals 2 and a server device 3. The POS terminals 2 and the server device 3 are connected to each other so as to be able to communicate with each other via a network such as a LAN (Local Area Network).
[0010] The POS terminal 2 is used by store clerks to perform operations related to product registration and transaction processing. The POS terminal 2 executes product registration by reading the product code of the product purchased by the consumer through operation by the store clerk and storing product information obtained based on the read product code. The POS terminal 2 also executes transaction processing based on the registered product information.
[0011] The accounting process is a process for consumers to make payments, and includes calculation processing, settlement processing, and receipt issuance processing. The calculation processing is a process for calculating the transaction amount including consumption tax (hereinafter simply referred to as "tax"). The settlement processing is a process for completing payment of the transaction amount calculated in the calculation processing, and includes the calculation and disbursement of change in cash payments, and communication with the settlement server in cashless payments. The receipt issuance processing is a process for issuing a paper receipt or an electronic receipt.
[0012] The POS terminal 2 also transmits transaction data for transactions for which payment processing has been completed to the server device 3. The transaction data includes the transaction date and time, transaction number, transaction amount, product information for the purchased product, etc. Details of the product information will be described later. The POS terminal 2 is an example of a sales data processing device. The POS terminal 2 may be a self-service POS terminal where the consumer performs operations related to product registration and transaction processing, or a semi-self-service POS equipped with a registration device where the store clerk performs operations related to product registration and a transaction device where the consumer performs operations related to transaction processing.
[0013] The server device 3 receives and manages transaction data settled in the payment process from the POS terminal 2. The server device 3 also appropriately updates a product master that stores product information on products handled in the store and transmits the updated product information to each POS terminal 2.
[0014] Next, the POS terminal 2 will be described in detail. Fig. 2 is a block diagram showing the main hardware configuration of the POS terminal 2. The POS terminal 2 includes a control unit 20, a memory unit 21, a display unit 22, an operation unit 23, a scanner 24, a printer 25, a card reader 26, a change dispenser 27, and a communication unit 28. The control unit 20, the memory unit 21, the display unit 22, the operation unit 23, the scanner 24, the printer 25, the card reader 26, the change dispenser 27, and the communication unit 28 are connected to one another via a bus 29 or the like.
[0015] The control unit 20 is configured as a computer including a CPU (Central Processing Unit) 201, a ROM (Read Only Memory) 202, and a RAM (Random Access Memory) 203. The CPU 201, the ROM 202, and the RAM 203 are connected to each other via a bus 29.
[0016] The CPU 201 controls the overall operation of the POS terminal 2. The ROM 202 stores various programs, such as a program used to drive the CPU 201, and various data. The RAM 203 is used as a work area for the CPU 201, and loads various programs and data stored in the ROM 202 and the storage unit 21. The control unit 20 executes various control processes for the POS terminal 2 by the CPU 201 operating in accordance with the control programs stored in the ROM 202 and the storage unit 21 and loaded in the RAM 203.
[0017] The RAM 203 also includes a registration information section 2031. The registration information section 2031 stores product information of products purchased by consumers. The product information stored in the registration information section 2031 is read from the storage section 21 based on, for example, a product code read by the scanner 24 from a code symbol attached to the product. Storing (registering) product information in the registration information section 2031 is also referred to as product registration.
[0018] The storage unit 21 is configured with a storage medium such as a hard disk drive (HDD) or flash memory, and maintains its contents even when the power is turned off. The storage unit 21 stores a control program 211, a product master 212, a tax classification management file 213, a processing classification setting file 214, a price printing setting file 215, and a registration number 216.
[0019] The control program 211 includes a program for registering products based on product codes read by the scanner 24, a program for processing the settlement of a transaction based on information stored in the registration information section 2031, a program for issuing receipts that meet the requirements for qualified simplified invoices, and a program for sending and receiving various information to and from the server device 3.
[0020] The product master 212 is a master file that stores product information about products sold by the store, and is received from and stored on the server device 3. Because the products handled by the store change daily, the product master 212 is updated as appropriate. FIG. 3 is a diagram showing the data configuration of the product master 212. The product master 212 stores product names, prices, and tax type codes in association with product codes. The product master 212 is an example of a product information storage unit. Note that the product master 212 does not need to be stored in the storage unit 21. In this case, the POS terminal 2 can handle the product master 314 in the same manner as in a configuration that stores the product master 212, by referring to the product master 314 (see FIG. 8) stored on the server device 3.
[0021] The product code identifies the product and is an example of product identification information. The product name is the name of the product. The price is the price of the product. Depending on the store's operations, the registered price can be either a tax-inclusive price, which includes the base price (taxable amount) and the tax amount, or a tax-exclusive price, which is the base price only. For example, general products can be priced excluding tax, while cigarettes and other items can be priced including tax. In this specification, products with a registered price including tax are referred to as "tax-inclusive products," and products with a registered price excluding tax are referred to as "tax-exclusive products." The tax type code is a code that identifies the applicable tax type and tax rate.
[0022] The tax category management file 213 is a file that manages the tax category applied to products sold by a store. Fig. 4 is a diagram showing the data structure of the tax category management file 213. The tax category management file 213 stores the category and tax rate in association with the tax category code.
[0023] The tax type code is as described above. The type indicates the type of tax that applies, and is set to either tax included, tax excluded, or tax exempt. The tax rate can be registered as the standard tax rate (10%), reduced tax rate (8%), or 0%. For example, a tax rate of 0% is registered for tax-exempt products such as gift certificates. Note that if the tax system changes, it is possible to register a tax rate that reflects the change.
[0024] The processing classification setting file 214 is a file for setting processing classifications for the POS terminal 2. Fig. 5 is a diagram showing the data structure of the processing classification setting file 214. The processing classification setting file 214 stores tax calculation targets, print formats, and setting flags in association with classification codes.
[0025] The classification code is a code that identifies the processing classification. Classification code 1 is a classification code for issuing receipts as qualified simplified invoices, and is suitable for cases where the business using the POS terminal 2 is a taxable business that is obligated to pay consumption tax. Classification code 2 is a classification code for issuing conventional receipts, and is suitable for cases where the business using the POS terminal 2 is a tax-exempt business that is exempt from paying consumption tax.
[0026] The tax calculation target is information that specifies the target of consumption tax calculation. The tax calculation target corresponding to category code 1 is the total taxable amount of the products purchased in one transaction. In this case, the tax amount is the sum of the total price of the products subject to the standard tax rate multiplied by 10% and the total price of the products subject to the reduced tax rate multiplied by 8%. The tax calculation target corresponding to category code 2 is the taxable amount for each product purchased in one transaction. In this case, the tax amount is the sum of the tax amounts calculated for each product.
[0027] The print format is information that specifies the format of the receipt to be issued. The setting flag is information that indicates whether the corresponding classification code has been set as a setting value, and can be set at will by the business operator using the POS terminal 2. The POS terminal 2 executes processing according to the classification code for which the setting flag is registered as "1."
[0028] The price printing setting file 215 is a file for setting whether the transaction price to be printed on the receipt for each tax is tax-exclusive or tax-inclusive. Figure 6 shows the data structure of the price printing setting file 215. The price printing setting file 215 stores the printed price and setting flag in association with the print code.
[0029] The print code is a code that specifies the print setting of the price to be printed. The print price is information that indicates whether the price to be printed is a price excluding tax or including tax. The setting flag is information that indicates whether the corresponding print code is set as a setting value, and can be set at will by the business operator using the POS terminal 2. The POS terminal 2 prints the price for each tax (by tax rate or type) according to the print code whose setting flag is registered as "1".
[0030] The registration number 216 is a registration number assigned when a business using the POS terminal 2 is registered as a qualified invoice issuing business. If the processing classification is set to classification code 1, the POS terminal 2 prints the registration number 216 on the receipt.
[0031] Returning to FIG. 2, the hardware configuration of the POS terminal 2 will be described.
[0032] Display unit 22 is a display device and is configured with a liquid crystal display or the like. Display unit 22 displays various information under the control of control unit 20. For example, display unit 22 displays product information of registered products, transaction amounts (total amounts for one transaction), etc.
[0033] Operation unit 23 is an input device and is composed of a touch panel provided on the surface of display unit 22, a keyboard provided separately from display unit 22, etc. Operation unit 23 inputs various information input by operations of a store clerk or the like to control unit 20. For example, operation unit 23 inputs a payment start instruction to control unit 20, which instructs the start of payment processing.
[0034] The scanner 24 reads a product code from a code symbol such as a barcode attached to a product (hereinafter also referred to as a "product barcode"). Specifically, the scanner 24 recognizes the product barcode optically or by capturing an image. The scanner 24 then decodes the recognized product barcode and reads the product code indicated by the product barcode. Note that the decoding of the product barcode recognized by the scanner 24 may be performed by the control unit 20. The scanner 24 also reads the member ID of the store member from a barcode displayed on, for example, a smartphone carried by the consumer. The member ID is an example of consumer identification information that identifies the consumer. The scanner 24 may be a fixed scanner installed in the POS terminal 2, or a handheld scanner that can be held and operated by a store clerk.
[0035] Printer 25 prints and issues a receipt for each transaction under the control of control unit 20. Various information related to the transaction is printed on the receipt. Printer 25 can also issue invoices.
[0036] Card reader 26 reads information from various cards. For example, card reader 26 reads consumer information necessary for credit card payments from the consumer's credit card. Card reader 26 also reads a member ID from a membership card held by the consumer. Card reader 26 may be a magnetic card reader that reads information from a magnetic card, or an IC card reader that reads information from a card with a built-in IC chip.
[0037] When a consumer pays for a purchase in cash, the change dispenser 27 accepts the bills and coins paid by the consumer and dispenses change as necessary.
[0038] The communication unit 28 is an interface for communicating with an external device such as the server device 3. The control unit 20 is connected to the external device via the communication unit 28, thereby enabling transmission and reception of information (data) with the external device.
[0039] Next, the functional configuration of the control unit 20 of the POS terminal 2 will be described. Fig. 7 is a block diagram showing the main functional configuration of the control unit 20 of the POS terminal 2. The control unit 20 functions as a transmission / reception unit 2001, an input unit 2002, a registration unit 2003, a calculation unit 2004, a payment processing unit 2005, an issuance unit 2006, and a display control unit 2007, as a result of the CPU 201 operating in accordance with a control program stored in the ROM 202 or the storage unit 21. Note that each of these functions may be configured using hardware such as a dedicated circuit.
[0040] The transmitting / receiving unit 2001 transmits and receives various information to and from the server device 3. For example, the transmitting / receiving unit 2001 transmits transaction data relating to one transaction to the server device 3 in association with the member ID of the consumer who conducted the transaction. The transaction data includes the transaction date and time, a transaction number identifying the transaction, the transaction amount, and product information of the transacted product. The transmitting / receiving unit 2001 functions as an output unit that outputs the transaction data to an external device.
[0041] The transmitting / receiving unit 2001 also transmits a transaction data inquiry to the server device 3, including the member ID and period information indicating the specified period, and receives transaction data from the server device 3 in response. The transaction data received by the transmitting / receiving unit 2001 is transaction data identified by the member ID and the specified period included in the transaction data inquiry. The transmitting / receiving unit 2001 functions as an acquisition unit that acquires transaction data. Note that the transaction data inquiry transmitted by the transmitting / receiving unit 2001 does not necessarily include period information. In this case, the transmitting / receiving unit 2001 receives transaction data for a predetermined specified period. For example, the transmitting / receiving unit 2001 can receive transaction data for the month to which the transaction data inquiry is transmitted or the month before that. In other words, the specified period may be entered into the POS terminal 2 by a store clerk when the transaction data inquiry is transmitted, or may be predetermined.
[0042] Product identification information that identifies a product is input to input unit 2002. Specifically, a product code is input to input unit 2002 from scanner 24. Furthermore, when transmitting / receiving unit 2001 transmits a transaction data inquiry, a member ID that identifies the consumer who is the subject of the inquiry is input to input unit 2002. Input unit 2002 functions as a reception unit that receives consumer identification information that identifies the consumer. Various other information is input to input unit 2002 from operation unit 23, scanner 24, etc. For example, a payment start instruction, etc. is input to input unit 2002 from operation unit 23, and a member ID, etc. is input from scanner 24.
[0043] The registration unit 2003 performs product registration by registering product information corresponding to the product identification information input to the input unit 2002 from a product information storage unit that stores product information including prices in association with product identification information. Specifically, the registration unit 2003 reads out product information corresponding to the product code input to the input unit 2002 from the product master 212 and registers (stores) it in the registered information unit 2031.
[0044] The calculation unit 2004 calculates the transaction amount for each transaction as well as various amounts required for settlement processing and receipt issuance processing. For example, the calculation unit 2004 calculates the total taxable amount of tax-inclusive items, whose prices, including consumption tax, are stored in the product master 212 among the items registered by the registration unit 2003, for each applicable tax rate. More specifically, the calculation unit 2004 reads the prices of the tax-inclusive items in the transaction from the product master 212, sums them up for each tax rate, and calculates the total price for each tax rate. Next, the calculation unit 2004 calculates the taxable amount corresponding to each total price. For example, if the total price of tax-inclusive items with a 10% tax rate is 1,100 yen, the calculation unit 2004 calculates 1,000 yen as the taxable amount. Similarly, if the total price of tax-inclusive items with an 8% tax rate is 2,160 yen, the calculation unit 2004 calculates 2,000 yen as the taxable amount. As a result, the calculation unit 2004 calculates the total taxable amount of tax-inclusive items for each applicable tax rate. The calculation unit 2004 functions as a first taxable amount calculation unit.
[0045] The calculation unit 2004 also calculates, for each applicable tax rate, the taxable amount, which is the total price of tax-exclusive items whose prices, excluding consumption tax and stored in the product master 212, are exclusive of the price registered by the registration unit 2003. More specifically, the calculation unit 2004 reads the prices of the tax-exclusive items to be transacted from the product master 212, and adds them up for each tax rate to calculate the total price for each tax rate. For tax-exclusive items, the amount registered in the price in the product master 212 is the taxable amount for each item, so the total price is the total taxable amount for the tax-exclusive items. The calculation unit 2004 functions as a second taxable amount calculation unit.
[0046] Furthermore, the calculation unit 2004 tallies the taxable amounts calculated by the first taxable amount calculation unit and the second taxable amount calculation unit for each tax rate. Specifically, the calculation unit 2004 adds together the total taxable amount for items with a tax rate of 10% and the taxable amount for items with an exclusive tax rate of 10%. Similarly, the calculation unit 2004 adds together the total taxable amount for items with a tax rate of 8% and the taxable amount for items with an exclusive tax rate of 8%. The calculation unit 2004 functions as a tallying unit.
[0047] In addition, the calculation unit 2004 calculates the tax amount for each tax rate on the taxable amount tallied by the tallying unit. Specifically, the calculation unit 2004 calculates the tax amount by multiplying the calculated total taxable amount for items with a 10% tax rate by 10%. Similarly, the calculation unit 2004 calculates the tax amount by multiplying the calculated total taxable amount for items with an 8% tax rate by 8%. As a result, the calculation unit 2004 calculates the tax amount for each total taxable amount tallied by each tax rate. Note that when rounding the calculated tax amount, i.e., when rounding to a fraction less than 1 yen, any of rounding up, rounding down, or rounding up may be applied. The calculation unit 2004 functions as a tax amount calculation unit.
[0048] As described above, the calculation unit 2004 functions as a first taxable amount calculation unit, a second taxable amount calculation unit, a tallying unit, and a tax amount calculation unit, so that the tax amount calculated for one transaction can be rounded off once for each tax rate. In detail, for the products subject to one transaction, rounding can be performed once when calculating the tax amount for all products with a 10% tax rate. Similarly, for the products subject to one transaction, rounding can be performed once when calculating the tax amount for all products with an 8% tax rate.
[0049] The payment processing unit 2005 executes payment processing for one transaction. The payment processing is a process for completing payment of the transaction amount calculated by the calculation unit 2004, and includes calculation and payment of change in the case of cash payment, and communication with a payment server in the case of cashless payment.
[0050] The issuing unit 2006 controls the printer 25 to issue a receipt. Specifically, the issuing unit 2006 prints and issues a receipt in accordance with the set processing classification code and print code. For example, the issuing unit 2006 issues a receipt in which the amount of consideration based on the taxable amount totaled by the calculation unit 2004 is associated with the tax amount calculated by the calculation unit 2004 using a tax rate. The amount of consideration printed in association with the tax amount may be the total taxable amount (amount excluding tax), or may be the price including tax obtained by adding the tax amount to the total taxable amount. Whether the amount of consideration printed on the receipt is the price excluding tax or the price including tax is determined by a print code specified by a setting flag in the price printing setting file 215. The issuing unit 2006 may also generate receipt information for displaying an electronic receipt on a consumer's terminal, etc.
[0051] The display control unit 2007 causes the display unit 22 to display various information. For example, the display control unit 2007 causes the display unit 22 to display product information of registered products, the transaction amount of one transaction, and the like.
[0052] Next, the server device 3 will be described in detail. Fig. 8 is a block diagram showing the main hardware configuration of the server device 3. The server device 3 includes a control unit 30, a storage unit 31, a display unit 32, an operation unit 33, and a communication unit 34. The control unit 30, the storage unit 31, the display unit 32, the operation unit 33, and the communication unit 34 are connected to one another via a bus 35 or the like.
[0053] The control unit 30 is configured as a computer including a CPU 301, a ROM 302, and a RAM 303. The CPU 301, the ROM 302, and the RAM 303 are connected to one another via a bus .
[0054] The CPU 301 controls the overall operation of the server device 3. The ROM 302 stores various programs, such as a program used to drive the CPU 301, and various data. The RAM 303 is used as a work area for the CPU 301, and loads various programs and data stored in the ROM 302 and the storage unit 31. The control unit 30 executes various control processes of the server device 3 by the CPU 301 operating in accordance with the control programs stored in the ROM 302 and the storage unit 31 and loaded in the RAM 303.
[0055] The memory unit 31 is configured with a storage medium such as a hard disk drive (HDD) or flash memory, and retains its stored contents even when the power is turned off. The memory unit 31 stores a control program 311, a member master 312, a transaction information management file 313, and a product master 314.
[0056] The control program 311 includes a program for receiving transaction information from the POS terminal 2 that associates member IDs with transaction data, a program for managing the received transaction information for each member ID, and a program for extracting transaction data in response to a request from the POS terminal 2.
[0057] Member master 312 is a master file that stores information about store members, i.e., consumer information. Figure 9 shows the data structure of member master 312. Member master 312 stores name, gender, age, and notification destination in association with a member ID. The notification destination is, for example, the email address of a terminal owned by the member.
[0058] The transaction information management file 313 is a file that manages transaction information for transactions settled at the POS terminal 2. The transaction information management file 313 is registered and updated based on transaction information received from the POS terminal 2. FIG. 10 is a diagram showing the data structure of the transaction information management file 313. The transaction information management file 313 stores member IDs and transaction data in association with each other. The transaction data associated with a member ID includes the transaction date and time, transaction number, transaction amount, product code, product name, price, and tax type code.
[0059] The transaction date and time is the date and time when the transaction was made, and in this embodiment, the date and time when the settlement process for the transaction was executed at the POS terminal 2. The transaction number is information that identifies the transaction and is also called the receipt number. The transaction amount is the total amount of one transaction, including tax.
[0060] The product code, product name, price, and tax code are the same as those explained in the product master 212 of the POS terminal 2, so a duplicate explanation will be omitted. When multiple products are purchased in one transaction, multiple product codes, product names, prices, and tax codes are registered corresponding to the transaction number.
[0061] The product master 314 has the same configuration as the product master 212 of the POS terminal 2. Therefore, a duplicated description will be omitted.
[0062] Returning to FIG. 8, the hardware configuration of the server device 3 will be described.
[0063] The display unit 32 is configured, for example, with a liquid crystal panel, and displays various information. The display unit 32 displays information stored in the member master 312, the transaction information management file 313, and the product master 314, for example, as needed.
[0064] The operation unit 33 is used to input information to the control unit 30, and is composed of a keyboard, a touch panel, a mouse, and the like.
[0065] The communication unit 34 is an interface for communicating with an external device such as the POS terminal 2. The control unit 30 is connected to the external device via the communication unit 34, thereby enabling transmission and reception of information (data) with the external device.
[0066] Next, a functional configuration of the control unit 30 of the server device 3 will be described. Fig. 11 is a block diagram showing the main functional configuration of the control unit 30 of the server device 3. The control unit 30 functions as a transmission / reception unit 3001, an input unit 3002, and a data management unit 3003 by the CPU 301 operating in accordance with a control program stored in the ROM 302 or the storage unit 31. Note that each of these functions may be configured by hardware such as a dedicated circuit.
[0067] The transmitting / receiving unit 3001 transmits and receives various information to and from the POS terminal 2. For example, the transmitting / receiving unit 3001 receives transaction information in which a member ID and transaction data are associated with each other from the POS terminal 2. The transmitting / receiving unit 3001 also receives a transaction data inquiry from the POS terminal 2 that includes a member ID and period information indicating a specified period, and transmits the transaction data to the POS terminal 2 in response.
[0068] Various information is input to the input unit 3002 from the operation unit 33. For example, when manually updating the member master 312, the transaction information management file 313, or the product master 314, information for updating is input to the input unit 3002.
[0069] The data management unit 3003 registers and updates various data stored in the memory unit 31. The data management unit 3003 also reads out information stored in the memory unit 31 as necessary. For example, the data management unit 3003 updates the transaction information management file 313 based on transaction information received by the transmitting / receiving unit 3001. The data management unit 3003 also extracts corresponding data from the transaction information management file 313 in response to a transaction data inquiry received from the POS terminal 2. More specifically, the data management unit 3003 searches the transaction information management file 313 using the member ID and specified period included in the transaction data inquiry, and extracts the corresponding transaction data.
[0070] An outline of the operation of the store system 1 configured as above will be described below. Figure 12 is a sequence chart showing the flow of the operation of the store system 1.
[0071] First, we will explain the process when a consumer purchases a product at a store. First, a store clerk inputs information to start a transaction into the POS terminal 2 (step S1). Next, the member ID read from the consumer's mobile terminal or membership card is input into the POS terminal 2 (step S2).
[0072] Next, the POS terminal 2 reads the product code of the product that the consumer is to purchase through the operation of the store clerk (step S3), and executes product registration based on the read product code (step S4).
[0073] Once product registration for all products purchased by the consumer is complete and payment instructions are entered, the POS terminal 2 executes a calculation process based on the registered product information (step S5). In the calculation process, the tax calculation target is determined according to the set classification code, and the transaction amount, tax amount, and other amounts used in the payment process and amounts printed on receipts in the receipt issuance process are calculated. Details of the calculation process will be described later.
[0074] The POS terminal 2 executes the payment process based on the amounts calculated in the calculation process (step S6). Once the payment process is complete, the POS terminal 2 executes the receipt printing process to issue a receipt (step S7). In the receipt printing process, a receipt is printed based on the set classification code and print code. Details of the receipt printing process will be described later. After issuing the receipt, the POS terminal 2 sends transaction information that associates the member ID with the transaction data to the server device 3 (step S8).
[0075] The server device 3 updates the transaction information management file 313 based on the transaction information received from the POS terminal 2.
[0076] Through the above operations, the POS terminal 2 can determine the tax calculation target according to the set classification code, and then calculate each amount such as the price for each tax and the tax amount.The POS terminal 2 can also issue receipts according to the set classification code and print code.The server device 3 can manage transaction data related to transactions processed by the POS terminal 2 for each member ID, i.e., for each consumer.
[0077] Next, we will explain the process when the POS terminal 2 issues a qualified invoice in response to a consumer request. First, when a consumer requests the issuance of a qualified invoice, a store clerk inputs information instructing the issuance of the invoice (step S11).
[0078] Next, the member ID of the consumer requesting the issuance of a qualified invoice and the designated period are input into the POS terminal 2 (step S12). The designated period is the period covered by the invoice. The POS terminal 2 sends a transaction data inquiry including the input member ID and designated period to the server device 3 (step S13).
[0079] The server device 3 searches the transaction information management file 313 using the member ID and the specified period included in the transaction data inquiry as search conditions, and extracts matching transaction data (step S14).The server device 3 transmits the extracted transaction data to the POS terminal 2 that sent the transaction data inquiry (step S15).
[0080] Upon receiving the transaction data, the POS terminal 2 executes a transaction data calculation process to calculate the amounts required to issue a qualified invoice (step S16). The details of the transaction data calculation process will be described later. Following the transaction data calculation process, the POS terminal 2 executes an invoice issuance process and prints and issues a qualified invoice (step S17).
[0081] Through the above operations, the POS terminal 2 can issue qualified invoices relating to transactions for a specified period (for example, one month).
[0082] Next, we will explain the calculation process executed by the POS terminal 2. Fig. 13 is a flowchart showing the flow of the calculation process by the control unit 20 of the POS terminal 2. In the following explanation, tax rate A indicates the standard tax rate of 10%, and tax rate B indicates the reduced tax rate of 8%.
[0083] The control unit 20 determines whether or not a payment instruction has been input to the input unit 2002 (step S21), and if no instruction has been input (N in step S21), the control unit 20 returns to the processing of step S21 and waits.
[0084] When a payment instruction is input to the input unit 2002 (Y in step S21), the control unit 20 reads out setting information in which "1" is registered in the setting flag from the processing classification setting file 214 (step S22). The control unit 20 determines whether the information read out from the processing classification setting file 214 is classification code 1 (step S23). In other words, the control unit 20 determines whether "1" is registered in the setting flag corresponding to classification code 1 in the processing classification setting file 214.
[0085] If the information read from the processing classification setting file 214 is classification code 1, the calculation unit 2004 calculates the amounts required to issue a receipt with the function of a qualified simplified invoice. Also, if the information read from the processing classification setting file 214 is classification code 2 instead of classification code 1, the calculation unit 2004 calculates the amounts required to issue a receipt similar to the conventional method.
[0086] If the information read from the processing classification setting file 214 is classification code 1 (Y in step S23), the calculation unit 2004 calculates the total price of the products registered in the registration information unit 2031, i.e., the registered products, of the prices of the tax-inclusive products with tax rate A (step S24). In detail, the calculation unit 2004 extracts the tax-inclusive products with tax rate A from the registered products, and calculates the total price by adding up the prices registered as product information of the tax-inclusive products.
[0087] The calculation unit 2004 calculates the taxable amount V for the total price calculated in the processing of step S24 (step S25). In detail, the calculation unit 2004 multiplies the total price amount calculated in the processing of step S24 by 100 / 110 to calculate the taxable amount for the total price of the registered tax-inclusive products with tax rate A.
[0088] Next, the calculation unit 2004 calculates the total price of the tax-inclusive products with tax rate B from among the registered products (step S26). In detail, the calculation unit 2004 extracts the tax-inclusive products with tax rate B from among the registered products, and calculates the total price by adding up the prices registered as product information for the tax-inclusive products.
[0089] The calculation unit 2004 calculates the taxable amount W for the total price calculated in the process of step S26 (step S27). In detail, the calculation unit 2004 multiplies the total price calculated in the process of step S26 by 100 / 108 to calculate the taxable amount for the total price of the registered tax-inclusive products with tax rate B.
[0090] Next, the calculation unit 2004 calculates the total price X of the registered tax-exclusive products with tax rate A (step S28). In detail, the calculation unit 2004 extracts the registered tax-exclusive products with tax rate A, and calculates the total price X by summing up the prices registered as product information for the tax-exclusive products.
[0091] The calculation unit 2004 also calculates the total price Y of the registered tax-exclusive products with tax rate B (step S29). In detail, the calculation unit 2004 extracts the registered tax-exclusive products with tax rate B, and calculates the total price Y by summing up the prices registered as product information for the tax-exclusive products.
[0092] Next, the calculation unit 2004 totals the taxable amount of the registered products with tax rate A (step S30). In detail, the calculation unit 2004 adds the taxable amount V of the registered tax-inclusive products with tax rate A to the total price X of the registered tax-exclusive products with tax rate A.
[0093] Similarly, the calculation unit 2004 totals the taxable amount of the registered products with tax rate B (step S31). In detail, the calculation unit 2004 adds the taxable amount W of the registered tax-inclusive products with tax rate B to the total price Y of the registered tax-exclusive products with tax rate B.
[0094] The calculation unit 2004 calculates tax amount 1 for tax-inclusive items and tax-exclusive items with tax rate A (step S32). In detail, the calculation unit 2004 calculates tax amount 1 by multiplying the taxable amount of items with tax rate A, which is the sum of taxable amount V and total price X in the processing of step S30, by tax rate A. At this time, tax amount 1 is rounded down to the nearest yen for amounts less than 1 yen.
[0095] Similarly, the calculation unit 2004 calculates tax amount 2 for tax-inclusive items and tax-exclusive items with tax rate B (step S33). In detail, the calculation unit 2004 calculates tax amount 2 by multiplying the taxable amount for items with tax rate B, which is the sum of taxable amount W and total price Y in the processing of step S31, by tax rate B. At this time, tax amount 2 is rounded down to the nearest yen for amounts less than 1 yen.
[0096] The calculation unit 2004 also calculates other amounts required for the settlement process and receipt issuance process, such as the transaction amount for one transaction (step S34). For example, if tax-exempt items are registered, the transaction amount is calculated by adding the price of the tax-exempt items. The control unit 20 then ends the calculation process.
[0097] If the information read from the processing classification setting file 214 in the processing of step S23 is not category code 1 (N in step S23), that is, category code 2, the calculation unit 2004 calculates the tax amount for each product for which the product is registered and which includes tax at tax rate A (step S35). In detail, the calculation unit 2004 reads the amount registered in the price as product information for each product for which the product is registered and which includes tax at tax rate A, and calculates the tax amount for one product by multiplying that amount by 10 / 110.
[0098] The calculation unit 2004 calculates the tax amount for each registered tax-exclusive product with tax rate A (step S36). In detail, the calculation unit 2004 calculates the tax amount for each registered tax-exclusive product with tax rate A by multiplying the price by tax rate A as product information.
[0099] The calculation unit 2004 adds all the tax amounts for each tax-inclusive item calculated in step S35 and all the tax amounts for each tax-exclusive item calculated in step S36 to calculate the total tax amount 3 for items with tax rate A (step S37).
[0100] Next, the calculation unit 2004 calculates the tax amount for each registered product with tax rate B (step S38). In detail, the calculation unit 2004 reads the amount registered as the price in the product information for each registered product with tax rate B, and calculates the tax amount for one product by multiplying the amount by 8 / 108.
[0101] The calculation unit 2004 calculates the tax amount for each registered tax-exclusive product with tax rate B (step S39). In detail, the calculation unit 2004 calculates the tax amount for each registered tax-exclusive product with tax rate B by multiplying the price by tax rate B as product information.
[0102] The calculation unit 2004 adds up all the tax amounts for each tax-inclusive item calculated in step S38 and all the tax amounts for each tax-exclusive item calculated in step S39 to calculate the total tax amount 4 for items with tax rate B (step S40).Then, the control unit 20 proceeds to the processing of step S34.
[0103] By the above calculation process, the POS terminal 2 can not only calculate the amounts necessary to issue a receipt that meets the requirements for a qualified simplified invoice, but also calculate amounts suitable for issuing receipts in other formats, making the POS terminal 2 suitable for both taxable businesses and tax-exempt businesses.
[0104] Next, we will explain the receipt production process executed by the POS terminal 2. Figure 14 is a flowchart showing the flow of the receipt production process executed by the control unit 20 of the POS terminal 2.
[0105] The control unit 20 determines whether the payment processing by the payment processing unit 2005 has been completed (step S51), and if not completed (N in step S51), returns to the processing of step S51 and waits.
[0106] When the payment processing by the payment processing unit 2005 is completed (Y in step S51), the control unit 20 reads out the setting information in which "1" is registered in the setting flag from the processing classification setting file 214 and the consideration printing setting file 215 (step S52). The control unit 20 determines whether the information read out from the processing classification setting file 214 is classification code 1 (step S53). In other words, the control unit 20 determines whether "1" is registered in the setting flag corresponding to classification code 1 in the processing classification setting file 214.
[0107] If the information read from the processing classification setting file 214 is classification code 1 (Y in step S53), the issuing unit 2006 selects format 1 as the print format (step S54). Next, the control unit 20 determines whether the information read from the consideration printing setting file 215 is print code 1 (step S55). In other words, the control unit 20 determines whether "1" is registered in the setting flag corresponding to print code 1 in the consideration printing setting file 215.
[0108] If the information read from the price printing setting file 215 is print code 1, the issuing unit 2006 selects the price excluding tax, i.e., the taxable amount, as the price to be printed (step S56). The issuing unit 2006 prints and issues a receipt based on the selected print format and price printing content (step S57). The control unit 20 then ends the receipt issuance process.
[0109] In the process of step S53, if the information read from the processing classification setting file 214 is not classification code 1 (N in step S53), that is, if it is classification code 2, the issuing unit 2006 selects format 2 as the print format (step S58). Then, the control unit 20 proceeds to the process of step S55.
[0110] In the process of step S55, if the information read from the price printing setting file 215 is not print code 1 (N in step S55), that is, if it is print code 2, the issuing unit 2006 selects the price including tax as the price to be printed (step S59). Then, the control unit 20 proceeds to the process of step S57.
[0111] The receipt issuing process described above enables the POS terminal 2 to issue receipts that meet the requirements of qualified simplified invoices and other forms of receipts, making the POS terminal 2 suitable for both taxable businesses and tax-exempt businesses.
[0112] Here, we will explain the receipts issued by the POS terminal 2. Fig. 15 is a diagram showing a receipt in format 1, and Fig. 16 is a diagram showing a receipt in format 2. Note that the price printed on the receipts in Figs. 15 and 16 includes tax. In other words, the receipt in Fig. 15 is a receipt when classification code 1 and print code 2 are set, and the receipt in Fig. 16 is a receipt when classification code 2 and print code 2 are set.
[0113] The receipt shown in Figure 15 is used by taxable businesses. In Figure 15, the following items are printed on a receipt 50 in Format 1: business information 501, transaction date 502, product information 503, price 504, tax amount 505, tax rate information 506, and transaction number 507.
[0114] Business information 501 includes the name of the business issuing the receipt and the registration number registered as a qualified bill issuing business. Transaction date 502 is the date the asset was transferred from the seller to the buyer, i.e., the date the product was purchased by the consumer. Product information 503 indicates the details of the transferred asset, including the name, quantity, and price of the product purchased.
[0115] Consideration 504 is the consideration for the transferred assets, i.e., the total price of the goods, broken down by tax rate. As mentioned above, consideration 504 in Figure 15 is the price including tax. Tax amount 505 is the tax amount broken down by tax rate, and is printed in parentheses after consideration 504. Tax rate information 506 indicates goods subject to reduced tax rates, and indicates the details of the goods purchased in cooperation with product information 503. Transaction No. 507 is information that identifies the transaction.
[0116] The receipt shown in Figure 16 is used by tax-free businesses. The receipt shown in Figure 16 differs from the receipt shown in Figure 15 in that the business registration number is not printed and the price and tax amount are printed by tax type. In Figure 16, the following items are printed on a receipt 60 in format 2: business information 601, transaction date 602, product information 603, price 604, tax amount 605, tax rate information 606, and transaction number 607.
[0117] The transaction date 602, product information 603, tax rate information 606, and transaction number 607 are the same as those on a receipt in format 1, so a duplicate explanation will be omitted. The price 604 and tax amount 605 are printed separately for each tax type. In more detail, the tax-exclusive amount (price excluding tax) and the tax-inclusive amount (price including tax) are printed separately, and the corresponding tax amount is printed in parentheses. Note that a receipt in format 2 does not have the functionality of a qualified simplified invoice, so stores can set the printed content as they like.
[0118] Next, we will explain the transaction data calculation process executed by the POS terminal 2. The transaction data calculation process is a process for calculating each amount required to issue a qualified invoice based on transaction data for a specific consumer over a specified period. Figure 17 is a flowchart showing the flow of the transaction data calculation process performed by the control unit 20 of the POS terminal 2. Note that the transaction data calculation process is similar to the calculation process described above, and therefore, processes similar to the calculation process shown in Figure 13 will be assigned the same reference numerals and will not be described again.
[0119] The control unit 20 determines whether the transmitting / receiving unit 2001 has received transaction data corresponding to the transaction data inquiry from the server device 3 (step S61), and if not (N in step S61), returns to the processing of step S61 and waits.
[0120] When the transmitting / receiving unit 2001 receives the transaction data (Y in step S61), the control unit 20 stores the received transaction data in the RAM 203 (step S62). The control unit 20 determines whether the information read from the processing classification setting file 214 is classification code 1 (step S23).
[0121] If the information read from the processing classification setting file 214 is classification code 1 (Y in step S23), the control unit 20 executes the processes of steps S24 to S34 on the transaction data obtained from the server device 3. If the information read from the processing classification setting file 214 is not classification code 1 (N in step S23), the display control unit 2007 displays an error on the display unit 22 (step S63). The displayed error indicates that classification code 1 has not been set, in other words, that it has not been set as the classification code for calculations required to issue qualified invoices. The control unit 20 then terminates the transaction data calculation process.
[0122] Next, we will explain the invoice issuance process executed by the POS terminal 2. The invoice issuance process is executed when issuing a qualified invoice. Figure 18 is a flowchart showing the flow of the invoice issuance process executed by the control unit 20 of the POS terminal 2.
[0123] The control unit 20 determines whether or not the transaction data calculation process by the calculation unit 2004 has been completed (step S71), and if not completed (N in step S71), returns to the process of step S71 and waits.
[0124] When the calculation unit 2004 completes the transaction data calculation process (Y in step S71), the control unit 20 reads out the setting information in which the setting flag is set to "1" from the value printing setting file 215 (step S72). The control unit 20 determines whether the information read out from the value printing setting file 215 is print code 1 (step S73).
[0125] If the information read from the price printing setting file 215 is print code 1 (Y in step S73), the issuing unit 2006 selects the price excluding tax as the price to be printed (step S74). The issuing unit 2006 prints and issues an invoice based on the printing content of the selected price (step S75). The control unit 20 then ends the invoice issuance process.
[0126] In the process of step S73, if the information read from the price printing setting file 215 is not print code 1 (N in step S73), that is, if it is print code 2, the issuing unit 2006 selects the price including tax as the price to be printed (step S76). Then, the control unit 20 proceeds to the process of step S75.
[0127] By performing the above-described invoice issuing process, the POS terminal 2 can issue a qualified invoice based on the transaction data received from the server device 3.
[0128] Here, we will explain the invoice issued by the POS terminal 2. Figure 19 is a diagram showing an invoice issued by the POS terminal 2. Note that the price printed on the invoice in Figure 19 is the price including tax, and the tax amount is rounded down to the nearest whole number.
[0129] The invoice shown in Figure 19 is issued by a taxable business. In Figure 19, the following items are printed on the invoice 70: business information 701, transaction date 702, product information 703, price 704, tax amount 705, tax rate information 706, invoice number 707, and destination 708.
[0130] Business information 701 includes the name of the business issuing the invoice and the registration number registered as a qualified invoice issuing business. Transaction date 702 is the date on which the asset was transferred from the seller to the buyer, i.e., the date on which the product was purchased by the consumer. Product information 703 indicates the details of the transferred asset, including the name of the product purchased and the price. Product information 703 is printed corresponding to transaction date 702.
[0131] Consideration 704 is the consideration for the transferred assets, i.e., the total price of the goods, broken down by tax rate. As mentioned above, consideration 704 in Figure 19 is the price including tax. Tax amount 705 is the tax amount broken down by tax rate, and is printed in parentheses after consideration 704. Tax rate information 706 indicates goods subject to a reduced tax rate, and indicates the details of the goods purchased in conjunction with product information 703. Invoice No. 707 is information that identifies the transaction. Addressee 708 is the person to whom the invoice is issued, i.e., the consumer who purchased the goods (including businesses).
[0132] The POS terminal 2 can issue the invoice 70 shown in Figure 19 as a qualified invoice. Note that the receipt 50 and invoice 70 described above only need to have the numbered items printed on them, and the printing position, etc., does not matter.
[0133] As described above, the POS terminal 2 of the embodiment includes an input unit 2002 into which a product code identifying a product is input, a registration unit 2003 that registers product information corresponding to the product code input into the input unit 2002 from a product master 212 that stores product information including prices in association with the product codes, and a first taxable amount calculation unit (calculation unit 2004) that calculates, for each applicable tax rate, the total taxable amount of tax-inclusive products whose prices stored in the product master 212 include consumption tax among the products registered by the registration unit 2003. The system is equipped with a second taxable amount calculation unit (calculation unit 2004) that calculates, for each applicable tax rate, the taxable amount, which is the sum of the prices of tax-exclusive products whose prices stored in the product master 212 are exclusive prices not including consumption tax, among the products registered by the registration unit 2003; a counting unit (calculation unit 2004) that counts the taxable amounts calculated by the first taxable amount calculation unit and the second taxable amount calculation unit, for each tax rate; and a tax amount calculation unit (calculation unit 2004) that calculates, for each tax rate, the amount of tax on the taxable amount counted by the counting unit.
[0134] This allows the POS terminal 2 to calculate the amount required to issue a qualified simplified invoice under the invoice system, even in stores that sell both tax-inclusive and tax-exclusive products.In addition, the POS terminal 2 can perform rounding only once when calculating the tax amount for each tax rate, making the calculation process easier.
[0135] In addition, the POS terminal 2 of the embodiment further includes an issuing unit 2006 that issues a receipt that associates the amount of consideration based on the taxable amount tallied by the tallying unit with the tax amount calculated by the tax amount calculation unit at the tax rate.
[0136] This allows the POS terminal 2 to issue receipts that are qualified simplified invoices under the invoice system even in stores that sell both tax-inclusive and tax-exclusive products.
[0137] Furthermore, the POS terminal 2 of the embodiment further includes an output unit (transmitting / receiving unit 2001) that outputs transaction data including the product information of the transacted product to an external device.
[0138] This allows the POS terminal 2 to provide an external device, such as a management device that manages transaction information, with transaction data that enables the external device to issue qualified invoices.
[0139] In addition, the POS terminal 2 of the embodiment further includes a reception unit (input unit 2002) that receives a member ID that identifies a consumer, and an acquisition unit (transmission / reception unit 2001) that acquires transaction data for a specified period corresponding to the member code accepted by the reception unit from the transaction information management file 313 of the server device 3 that stores transaction data in association with the member ID. A first taxable amount calculation unit (calculation unit 2004) calculates the total taxable amount of the tax-inclusive products included in the transaction data acquired by the acquisition unit. The second taxable amount calculation unit (calculation unit 2004) calculates the taxable amount, which is the sum of the prices of the tax-exclusive products among the products included in the transaction data acquired by the acquisition unit, for each applicable tax rate, and the aggregation unit (calculation unit 2004) aggregates the taxable amounts calculated by the first taxable amount calculation unit and the second taxable amount calculation unit for each tax rate, and the tax amount calculation unit (calculation unit 2004) calculates the amount of tax on the taxable amount aggregated by the aggregation unit for each tax rate.
[0140] This allows the POS terminal 2 to calculate the amount required to issue a qualified invoice under the invoice system, even in stores that sell both tax-inclusive and tax-exclusive products.In addition, the POS terminal 2 can perform rounding only once when calculating the tax amount for each tax rate, making the calculation process easier.
[0141] In addition, in the POS terminal 2 of the embodiment, the issuing unit 2006 issues an invoice for transactions during a specified period, in which the amount of consideration based on the taxable amount tallied by the tallying unit (calculation unit 2004) corresponds to the tax amount calculated by the tax amount calculation unit (calculation unit 2004) using a tax rate.
[0142] This allows the POS terminal 2 to issue qualified invoices under the invoice system even in stores that sell both tax-inclusive and tax-exclusive products, allowing businesses to issue qualified invoices at the store's sales floor in response to consumer requests.
[0143] In the above embodiment, the control programs executed by the POS terminal 2 and the server device 3 may be provided by being recorded on a computer-readable recording medium such as a CD-ROM. Alternatively, the control programs executed by the above devices may be stored on a computer connected to a network such as the Internet and provided by being downloaded via the network, or may be provided via a network such as the Internet.
[0144] Although the embodiment of the present invention has been described above, this embodiment is presented as an example and is not intended to limit the scope of the invention. This embodiment can be implemented in various other forms, and various omissions, substitutions, and modifications can be made without departing from the spirit of the invention. [Explanation of symbols]
[0145] 2 POS terminal (sales data processing device) 3. Server equipment 212 Product master (product information storage unit) 313 Transaction information management file (transaction information storage unit) 2001 Transmitting and receiving unit (acquisition unit, output unit) 2002 Input section (reception section) 2003 Registration Department 2004 Calculation Unit (First Taxable Amount Calculation Unit, Second Taxable Amount Calculation Unit, Aggregation Unit, Tax Amount Calculation Unit) 2006 Publishing Department [Prior art documents] [Patent documents]
[0146] [Patent Document 1] Japanese Patent Application Publication No. 2018-10531
Claims
1. an input unit into which product identification information for identifying a product is input; a registration unit that registers product information corresponding to the product identification information input to the input unit from a product information storage unit that stores product information including prices and the product identification information in association with each other; a first taxable amount calculation unit that calculates the total taxable amount of tax-inclusive products, the prices of which include consumption tax and are stored in the product information storage unit, for each applicable tax rate, among the products registered by the registration unit; a second taxable amount calculation unit that calculates, for each applicable tax rate, the taxable amount, which is the total price of tax-exclusive products whose prices stored in the product information storage unit are exclusive prices that do not include consumption tax, among the products registered by the registration unit; a counting unit that counts the taxable amounts calculated by the first taxable amount calculation unit and the second taxable amount calculation unit for each tax rate; a tax amount calculation unit that calculates the tax amount for each of the tax rates on the taxable amount calculated by the calculation unit; A sales data processing device comprising:
2. The system further includes an issuing unit that issues a receipt in which the amount of consideration based on the taxable amount totaled by the totaling unit and the amount of tax calculated by the tax amount calculation unit are associated with each other by the tax rate. The sales data processing device according to claim 1 .
3. an output unit that outputs transaction data including the commodity information of the traded commodity to an external device; The sales data processing device according to claim 2 .
4. a reception unit that receives consumer identification information that identifies a consumer; an acquisition unit that acquires transaction data for a designated period corresponding to the consumer identification information accepted by the acceptance unit from a transaction information storage unit that stores the transaction data and the consumer identification information in association with each other, The first taxable amount calculation unit calculates the total taxable amount of the tax-inclusive products included in the transaction data acquired by the acquisition unit for each applicable tax rate, The second taxable amount calculation unit calculates a taxable amount, which is the sum of the prices of the tax-exclusive products included in the transaction data acquired by the acquisition unit, for each applicable tax rate; the tallying unit tallying the taxable amounts calculated by the first taxable amount calculation unit and the second taxable amount calculation unit for each tax rate, the tax calculation unit calculates the tax amount for each of the tax rates on the taxable amount tallied by the tallying unit; The sales data processing device according to claim 3 .
5. The issuing unit issues an invoice relating to the transaction for the specified period, in which the amount of consideration based on the taxable amount tallied by the tallying unit and the amount of tax calculated by the tax amount calculation unit are associated with each other by the tax rate. The sales data processing device according to claim 4.
6. A program for controlling a sales data processing device by a computer, The computer an input unit into which product identification information for identifying a product is input; a registration unit that registers product information corresponding to the product identification information input to the input unit from a product information storage unit that stores product information including prices and the product identification information in association with each other; a first taxable amount calculation unit that calculates the total taxable amount of tax-inclusive products, the prices of which include consumption tax and are stored in the product information storage unit, for each applicable tax rate, among the products registered by the registration unit; a second taxable amount calculation unit that calculates, for each applicable tax rate, the taxable amount, which is the total price of tax-exclusive products whose prices stored in the product information storage unit are exclusive prices that do not include consumption tax, among the products registered by the registration unit; a counting unit that counts the taxable amounts calculated by the first taxable amount calculation unit and the second taxable amount calculation unit for each tax rate; a tax amount calculation unit that calculates the tax amount for each of the tax rates on the taxable amount calculated by the calculation unit; A program that functions as a
Citation Information
Patent Citations
Sales data processor and program
JP2018010531A