Unit price estimate management device, unit price estimate management method, and unit price estimate management program

Abstract

To provide a unit price estimation management device, a method for managing the estimation of a unit price, and a unit price estimation management program which can provide correct overhead costs at the time of an estimation.SOLUTION: In a unit price estimation management device 100, a detection unit 102g of a control unit 102 detects overhead costs which fit input estimation information with reference to a storage unit 106 which stores overhead costs generated every time a commercial distribution is done, a deemed cost calculation unit 102f calculates an overhead cost unit price obtained by adding shipping overhead costs and arrival overhead costs in the overhead costs detected by the detection unit 102g, and a screen display control unit 102e output-controls the calculated overhead costs unit time.SELECTED DRAWING: Figure 1

Description

[Technical Field]

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

[0002] The maintenance cost prediction program disclosed in Patent Document 1 (JP 2023-075555 A) includes an information acquisition unit, a search device connected to the information acquisition unit, and a database connected to the search device. The program acquires equipment data from the equipment to be maintained, and predicts maintenance costs based on reference equipment data acquired from the equipment in the past and three or more levels of correlation with the maintenance costs.

[0003] This allows you to predict maintenance costs for various facilities such as electricity, gas, and water without relying on human labor, even if you do not have any special skills or experience. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Japanese Patent Publication No. 2023-075555 Summary of the Invention [Problem to be solved by the invention]

[0005] For example, chemical trading companies often engage in direct shipping transactions, where products are directly delivered from the supplier who purchases the products to the customer who sells them. In such direct shipping transactions, since it is difficult to record expenses and freight at the time of order receipt, expenses and freight are recorded at the time of estimate recording. However, the amounts of expenses and freight at the time of estimate can be uncertain, resulting in unprofitability and often causing inconvenience in not achieving the expected gross profit.

[0006] The present invention has been made in view of the above-mentioned problems, and aims to provide a unit price estimate management device, a unit price estimate management method, and a unit price estimate management program that are capable of providing accurate overhead costs at the time of estimation. [Means for solving the problem]

[0007] In order to solve the above-mentioned problems, the unit price estimate management device of the present invention includes a detection unit that references a storage unit that stores various expenses incurred each time a product is distributed and detects various expenses that match the input estimate information, a deemed expense calculation unit that calculates various expense unit prices by adding together shipping expenses and receiving expenses included in the detected various expenses, and an output control unit that controls the output of the calculated various expense unit prices. and an output control unit controls the display of an expenses input screen for inputting various expenses, a transaction category indicating the transaction type of the commodity, a business establishment code, a customer code, a commodity code, a supplier code, and an application start date into each input field, and further comprises a storage control unit for storing the various expenses, the transaction category indicating the transaction type of the commodity, the business establishment code, the customer code, the commodity code, the supplier code, and the application start date inputted via the expenses input screen in a storage unit in association with each other, and the output control unit displays an estimate input screen for inputting estimate information including the business establishment code, the expected sales date, the customer code, the transaction category, the supplier code, the commodity code, and the quantity on the display unit, and the detection unit detects whether the transaction category of the estimate information is stored in the company's warehouse or not. If the transaction is "warehouse entry," in which the merchandise is sent to a customer, the shipping expenses associated with the "business establishment code, transaction category, customer code, product code, and application start date" that match the "business establishment code, transaction category, customer code, product code, and expected sales date" entered on the estimate input screen are detected from the memory unit, and the receiving expenses associated with the "business establishment code, transaction category, product code, supplier code, and application start date for 'warehouse entry,' in which the merchandise is received into the company's warehouse" that match the "business establishment code, product code, expected sales date, and the main supplier code of the main supplier stored in the product master as the main supplier of the product of the input product code" entered on the estimate input screen are detected from the memory unit.

[0008] Furthermore, the present invention Unit price estimate management device The unit price estimate management method includes a detection step in which a detection unit refers to a storage unit that stores various expenses incurred each time a product is distributed and detects various expenses that match the input estimate information, a deemed expense calculation step in which a deemed expense calculation unit calculates various expense unit prices by adding together shipping expenses and receiving expenses included in the detected various expenses, and an output control step in which an output control unit controls the output of the calculated various expense unit prices. and a storage control step in which the storage control unit controls the display of an expenses input screen for inputting various expenses, a transaction category indicating the transaction type of the commodity, a business establishment code, a customer code, a commodity code, a supplier code, and an application start date into respective input fields, and the storage control unit associates the various expenses, the transaction category indicating the transaction type of the commodity, the business establishment code, the customer code, the commodity code, the supplier code, and the application start date inputted via the expenses input screen with each other and stores them in the storage unit, and the output control step displays an estimate input screen for inputting estimate information including the business establishment code, the expected sales date, the customer code, the transaction category, the supplier code, the commodity code, and the quantity on the display unit, and the detection step detects whether the transaction category of the estimate information is In the case of "warehouse out," in which goods stored in the company's warehouse are sent to a customer, the shipping expenses associated with the "business establishment code, transaction category, customer code, product code, and application start date" that match the "business establishment code, transaction category, customer code, product code, and expected sales date" entered on the quotation input screen are detected from the memory unit, and the receiving expenses associated with the "business establishment code, transaction category, product code, supplier code, and application start date for "warehouse in," in which the goods are received into the company's warehouse," that match the "business establishment code, product code, expected sales date, and the main supplier code of the main supplier stored in the product master as the main supplier of the product with the entered product code" entered on the quotation input screen are detected from the memory unit.

[0009] The unit price estimate management program according to the present invention includes a computer that includes a detection unit that references a storage unit that stores various expenses incurred each time a product is distributed and detects various expenses that match the input estimate information, a deemed expense calculation unit that calculates various expense unit prices by adding together shipping expenses and receiving expenses included in the detected various expenses, and an output control unit that outputs and controls the calculated various expense unit prices. the output control unit controls the display unit to display an miscellaneous expenses input screen for inputting various input fields for miscellaneous expenses, transaction classification indicating the transaction type of the commodity, business establishment code, customer code, product code, supplier code, and application start date, and causes the computer to further function as a storage control unit that associates the miscellaneous expenses, transaction classification indicating the transaction type of the commodity, business establishment code, customer code, product code, supplier code, and application start date input via the miscellaneous expenses input screen with each other and stores them in the storage unit; the output control unit displays on the display unit an estimate input screen for inputting estimate information including the business establishment code, expected sales date, customer code, transaction classification, supplier code, product code, and quantity; and the detection unit detects whether the transaction classification of the estimate information is related to the company's warehouse In the case of "warehouse out," in which merchandise stored in a warehouse is sent to a customer, the shipping expenses associated with the "business establishment code, transaction category, customer code, product code, and application start date" that match the "business establishment code, transaction category, customer code, product code, and expected sales date" entered on the estimate input screen are detected from the memory unit, and the receiving expenses associated with the "business establishment code, transaction category, product code, supplier code, and application start date for 'warehouse in,' in which the merchandise is received into the company's warehouse" that match the "business establishment code, product code, expected sales date, and the main supplier code of the main supplier stored in the product master as the main supplier of the product of the input product code" entered on the estimate input screen are detected from the memory unit. [Effects of the Invention]

[0010] The present invention can provide accurate overhead costs at the time of quote. [Brief explanation of the drawings]

[0011] [Figure 1]FIG. 1 is a block diagram showing an example of a unit price estimate management device according to the present embodiment. [Figure 2] FIG. 2 is a diagram showing an update matrix, which is a pattern of the master update process. [Figure 3] FIG. 3 is a flowchart for explaining an outline of the overall processing flow of the control unit of the unit price estimate management device. [Figure 4] FIG. 4 is a diagram showing an example of sample data for explaining a specific example of processing by the control unit of the unit price estimate management device. [Figure 5] FIG. 5 is a diagram showing an example of sample data for explaining a specific example of processing by the control unit of the unit price estimate management device. [Figure 6] FIG. 6 is a diagram showing an example of sample data for explaining a specific example of processing by the control unit of the unit price estimate management device. [Figure 7] FIG. 7 is a diagram showing an example of sample data for explaining a specific example of processing by the control unit of the unit price estimate management device. [Figure 8] FIG. 8 is a diagram showing an example of sample data for explaining a specific example of processing by the control unit of the unit price estimate management device. [Figure 9] FIG. 9 is a diagram showing an example of sample data for explaining a specific example of processing by the control unit of the unit price estimate management device. [Figure 10] FIG. 10 is a diagram showing an example of sample data for explaining a specific example of processing by the control unit of the unit price estimate management device. [Figure 11] FIG. 11 is a diagram showing an example of sample data for explaining a specific example of processing by the control unit of the unit price estimate management device. [Figure 12] FIG. 12 is a diagram showing an example of sample data for explaining a specific example of processing by the control unit of the unit price estimate management device. [Figure 13] FIG. 13 is a diagram showing an example of sample data for explaining a specific example of processing by the control unit of the unit price estimate management device. [Figure 14] FIG. 14 is a diagram illustrating an example of the transaction classification master. [Figure 15]FIG. 15 is a diagram illustrating an example of the product master. [Figure 16] FIG. 16 is a diagram illustrating an example of the deemed expense unit price master. [Figure 17] FIG. 17 shows the miscellaneous expenses input screen in a state where the transaction category "direct delivery" has been entered. [Figure 18] FIG. 18 shows the miscellaneous expenses input screen in a state where the transaction category "warehouse output" has been entered. [Figure 19] FIG. 19 shows the miscellaneous expenses input screen in a state where the transaction category "warehouse entry" has been entered. [Figure 20] FIG. 20 is a diagram showing an example of the estimate input screen. [Figure 21] FIG. 21 is a diagram showing an example of a details screen of the estimate input screen. [Figure 22] FIG. 22 is a diagram for explaining the expenses read out from the deemed expense unit price master when the transaction category "warehouse output" is entered. [Figure 23] FIG. 23 is a diagram for explaining the calculation and display operations of the gross profit unit price and gross profit amount when the transaction category "warehouse output" is input. [Figure 24] FIG. 24 is a diagram showing another example of the estimate input screen. [Figure 25] FIG. 25 is a diagram showing another example of the details screen of the estimate input screen. [Figure 26] FIG. 26 is a diagram for explaining the expenses read out from the deemed expense unit price master when the transaction category of "direct delivery" is entered. [Figure 27] FIG. 27 is a diagram for explaining the calculation and display operations of the gross profit unit price and gross profit amount when the transaction category "direct delivery" is entered. DETAILED DESCRIPTION OF THE INVENTION

[0012] DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS The present invention will be described in detail below with reference to the accompanying drawings. However, the present invention is not limited to the following embodiments.

[0013] [overview] For example, when estimating unit prices, sales representatives had to do their work outside the system, using Excel, email, and phone, which meant managers were unable to grasp the status of unit price estimates. As a result, prices were determined in a way that the managers did not intend, leading to lost profit opportunities.

[0014] In addition, the results of the contract were circulated in writing, and the information systems staff had to register various master data separately, which resulted in mistakes in registering master data and time lags. As a result, the master data was not created when the clerk wanted to register it, and mistakes were frequently made when entering data each time.

[0015] Therefore, in this embodiment, a sales representative registers a unit price estimate for a customer, etc. by inputting an estimate, and when the superior approves it, each unit price master (product unit price master by customer, product unit price master by customer delivery destination, product unit price master by customer supplier, product unit price master by customer delivery destination supplier) and route master are created based on the contents of the registered estimate.

[0016] This allows for the centralized management and sharing of quotation information by registering contract details as quotation information, and also makes it possible to automatically create a unit price master after approval, thereby streamlining unit price quotation work.In addition, because the unit price master to be updated is automatically sorted and registered based on the registration information of one quotation, not only is the registration of the unit price master more efficient, but approved quotation information is also reflected, which strengthens control and streamlines overall work, including input by administrative staff.

[0017] Furthermore, for example, chemical trading companies often handle direct shipments, and therefore often record expenses (advance interest) and freight as part of the cost of sales. However, because it is difficult to record expenses and freight at the time of order placement, estimates that record expenses and freight at the time of recording can be unprofitable, resulting in the inconvenience of not achieving the predicted gross profit. For this reason, the unit price estimate management device of the embodiment registers expenses and freight that do not exist in the unit price master data, making it possible to detect unprofitable estimates at the time of recording (operation to prevent recording unprofitable estimates due to the prediction of deemed expenses and freight).

[0018] In the following explanation, "quotation category" and "transaction category" are synonymous.

[0019] [composition] 1 is a block diagram of a unit price estimate management device 100 according to an embodiment. The unit price estimate management device 100 may be, for example, a workstation or a commercially available desktop personal computer.

[0020] The unit price estimate management device 100 comprises a control unit 102, a communication interface unit 104, a memory unit 106, and an input / output interface unit 108. The units comprised in the unit price estimate management device 100 are connected to each other so as to be able to communicate with each other via any communication path.

[0021] The communication interface unit 104 communicatively connects the unit price estimate management device 100 to the network 300 via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with other devices via the communication line. Here, the network 300 has a function of communicatively connecting the unit price estimate management device 100 with the server 200, the sales representative terminals 410..., and the sales manager terminals 420..., and is, for example, the Internet or a LAN (Local Area Network). As a result, the communication interface unit 104 is configured to be able to communicate data with the server 200 via the network 300.

[0022] The sales representative terminals 410 are terminals used by sales personnel, and are configured to be able to access the unit price estimate management device 100 .

[0023] The sales manager terminals 420 are terminals used by the managers of the sales departments, and are configured to be able to access the unit price estimate management device 100 .

[0024] An input device 112 and an output device 114 are connected to the input / output interface unit 108. The output device 114 may be a monitor device (including a home television: an example of a display unit), a speaker, or a printer. The input device 112 may be a keyboard, a mouse device, a microphone, or a monitor device that cooperates with a mouse device 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.

[0025] Various databases, tables, files, etc. are stored in the storage unit 106. Computer programs that work in conjunction with an OS (Operating System) to issue commands to a 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 a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, etc.

[0026] The storage unit 106 also includes a temporary master 106a, a customer-specific product unit price master 106b, a customer-delivery-specific product unit price master 106c, a customer-supplier-specific product unit price master 106d, a customer-delivery-specific product unit price master 106e, a route master 106f, and an estimate data file 106g. The customer-specific product unit price master 106b, the customer-delivery-specific product unit price master 106c, the customer-supplier-specific product unit price master 106d, and the customer-delivery-specific product unit price master 106e are collectively referred to as the "unit price master."

[0027] The temporary master 106a is a master for updating the unit price master, and can be composed of, for example, a table in which quotation number, line number, quotation category (inventory quotation, direct delivery quotation), customer, delivery destination, supplier, application start date, application end date, immediate reflection flag in master after approval, product, quantity, and unit price are associated and registered.

[0028] The customer-specific product unit price master 106b can be configured as a table or the like in which customer, application start date, application end date, product, quantity, and unit price are registered in association with each other.

[0029] The customer delivery destination-specific product unit price master 106c can be configured as a table or the like in which customer, delivery destination, application start date, application end date, product, quantity, and unit price are registered in association with each other.

[0030] The customer / supplier-specific product unit price master 106d can be configured as a table or the like in which customer, supplier, application start date, application end date, product, quantity, and unit price are registered in association with each other.

[0031] The customer / delivery / supplier-specific product unit price master 106e can be configured as a table or the like in which customer, delivery destination, supplier, application start date, application end date, product, quantity, and unit price are registered in association with each other.

[0032] The route master 106f is a master for managing the distribution of goods, and can be configured with a table or the like in which customers, delivery destinations, suppliers, and products are registered in association with each other.

[0033] The quotation data file 106g is a table for storing quotation information. The quotation information may include a quotation number, a line number, a quotation category (inventory quotation, direct delivery quotation), a business establishment, a quotation date, a planned order date, a planned sales date, a person in charge, a customer, a delivery destination, a supplier, a unit price update category that specifies whether to update the temporary master 106a (unit price master) (0: do not update, 1: update), an application start date, an application end date, an immediate reflection flag for master after approval, a product, a quantity, a unit price, an amount, and a summary of details.

[0034] The timing of updating the unit price master can be selected by the Immediately Reflected Master After Approval flag, either immediately after approval or at any timing. If the Immediately Reflected Master After Approval flag is set to "Immediately Reflect", the unit price master will be updated immediately after approval, and if it is set to "Do not immediately reflect", the unit price master will be updated at any timing.

[0035] The storage unit 106 also includes a transaction classification master 106k, a deemed expense unit price master 106m, and a product master 106p.

[0036] The transaction category master 106k includes a data category, a transaction category number, and a transaction category name (= quotation category name), as shown in Fig. 14. The data category indicates whether the transaction data is data on receiving an order for a product or data on placing an order for a product, and is entered as "received order" or "ordered."

[0037] The transaction category name indicates the transaction type of the product. "Warehouse delivery" is a transaction type in which products are transported from the company's warehouse to the customer, and its transaction category number is set to, for example, "1." "Direct delivery" is a transaction type in which products are transported directly from the supplier who purchases the products to the customer, and its transaction category number is set to, for example, "2." "Warehouse order" is a transaction type in which products are brought in from the supplier to the company's warehouse, and its transaction category number is set to, for example, "4."

[0038] As shown in FIG. 15, the product master 106p includes product codes of the products to be traded and main supplier codes indicating the main suppliers of the products.

[0039] The deemed expense unit price master 106m registers various expenses incurred in past business transactions, and includes a number, business code, customer code, product code, supplier code, application start date, transaction category (= estimate category), and various expenses.

[0040] The application start date indicates the date on which the miscellaneous expenses begin to be applied, and is mainly the date on which the actual transaction was carried out. As miscellaneous expenses, shipping expenses (shipping charges and shipping expenses) and receiving expenses (receiving charges and receiving expenses) are registered as examples. The transaction category is the transaction type when the transaction was carried out, and is registered as "2: Direct delivery", "1: Warehouse departure" or "4: Warehouse entry" as mentioned above.

[0041] The control unit 102 is a CPU or the like that performs overall control of the unit price estimate management device 100. The control unit 102 has an internal memory for storing control programs such as an OS (operating system), programs that define various processing procedures (such as a unit price estimate management program), required data, etc., and executes various information processing operations based on these stored programs.

[0042] The control unit 102 is configured to be able to access the temporary master 106a, the customer-specific product unit price master 106b, the customer-delivery-specific product unit price master 106c, the customer-supplier-specific product unit price master 106d, the customer-delivery-supplier-specific product unit price master 106e, the route master 106f, the estimate data file 106g, the transaction category master 106k, the deemed expense unit price master 106m, and the product master 106p, etc., stored in the storage unit 106. Note that these masters or files may be provided elsewhere (for example, on the server 200), as long as they are accessible by the control unit 102.

[0043] The control unit 102 operates based on the unit price estimate management program, and functions as a unit price estimate input unit 102a, a workflow processing unit 102b, an approval processing unit 102c, a master update unit 102d, a screen display control unit 102e, a deemed expense calculation unit 102f, and a detection unit 102g. The screen display control unit 102e is an example of an output control unit.

[0044] In the description of this embodiment, the screen display control unit 102e is described as displaying quotation information and the like via the output device 114, which is a monitor device. However, the output control unit may also supply print information such as quotation information to a printer, which is an example of an output device, and perform printing.

[0045] The unit price estimate input unit 102a provides an estimate input screen in response to access from the sales representative terminal 410, and inputs estimate information including the estimate number, estimate date, expected order date, expected sales date, customer, delivery destination, supplier, application start date, product, quantity, unit price, and amount in response to the sales representative's operation on the estimate input screen at the sales representative terminal 410, and registers the information in the estimate data file 106g. After registering the estimate information, the sales representative uses a workflow to apply for approval of the estimate information.

[0046] The workflow processing unit 102b provides a workflow environment. For example, the workflow processing unit 102b provides a workflow application screen in response to access from the sales representative terminal 410. When the sales representative specifies quotation information and an approval route (for example, a sales manager) on the workflow application screen, the workflow processing unit 102b circulates the information through the specified approval route, notifies the approval route, and a decision is made on whether to approve or reject the quotation information (for example, by the sales manager on the sales manager terminal 420).

[0047] If the quotation information is approved, the approval processing unit 102c updates the temporary master 106a based on the quotation information.

[0048] The master updating unit 102d updates the unit price master based on the updated temporary master 106a, and also updates the route master 106f based on the updated temporary master 106a.

[0049] The quotation information (provisional master 106a) includes an immediate master reflection flag after approval that specifies whether or not the information is to be immediately reflected in the unit price master after approval. If the immediate master reflection flag after approval is set to "immediately reflect," the master update unit 102d updates the unit price master immediately after updating the provisional master 106a, and if it is set to "not immediately reflect," the master update unit 102d updates the unit price master at any timing after updating the provisional master 106a.

[0050] FIG. 2 is a diagram showing an update matrix, which is a pattern of master update processing. The update patterns of the unit price master will be explained with reference to FIG. 2. The master update unit 102d selects the unit price master to be updated (customer-specific product unit price master 106b, customer-specific product unit price master 106c, customer-specific product unit price master 106d, customer-specific product unit price master 106e) based on the estimate category (inventory estimate, direct delivery estimate) of the estimate information (provisional master 106a) and the presence or absence of a customer, a delivery destination, and a supplier. In any pattern, the root master 106f is always updated.

[0051] If the estimate category is "inventory estimate", the customer is "○: data available", the delivery destination is "-: data unavailable", and the supplier is "-: data unavailable", the customer-specific product unit price master 106b is updated.

[0052] If the estimate category is "inventory estimate", the customer is "○: data available", the delivery destination is "○: data available", and the supplier is "-: data not available", the customer delivery destination product unit price master 106c is updated.

[0053] If the quotation category is "direct delivery quotation", the customer is "○: data available", the delivery destination is "-: data unavailable", and the supplier is "○: data available", the customer / supplier product unit price master 106d is updated.

[0054] If the quotation category is "direct delivery quotation", the customer is "○: data available", the delivery destination is "○: data available", and the supplier is "○: data available", the customer-delivery-supplier-specific product unit price master 106e is updated.

[0055] The screen display control unit 102e controls the display of various screens (for example, a unit price estimate input screen, an order input screen, etc.) displayed on the monitor 114 and the input thereto.

[0056] The detection unit 102g refers to a storage unit (deemed expense unit price master 106m) that stores various expenses incurred each time a product is distributed, and detects various expenses that match the input estimate information.

[0057] The deemed expense calculation unit 102f calculates an expense unit price by adding together the shipping expenses and receiving expenses included in the expenses detected by the detection unit 102g.

[0058] The screen display control unit 102e, which is an example of an output control unit, controls the output of the calculated unit cost of miscellaneous expenses to the output device 114 for display.

[0059] In addition, the screen display control unit 102e, which is an example of an output control unit, controls the display of an expenses input screen on the display unit (output device 114) for inputting various expenses, transaction category indicating the transaction type of the product, business establishment code, customer code, product code, supplier code, and application start date into each input field.

[0060] The master update unit 102d, which is an example of a memory control unit, associates the miscellaneous expenses entered via the miscellaneous expenses input screen, the transaction category indicating the transaction type of the product, the business establishment code, the customer code, the product code, the supplier code, and the application start date, and stores them in the memory unit (deemed expense unit price master 106m).

[0061] Furthermore, when the transaction category of "warehouse shipment," which means sending merchandise stored in the company's warehouse to a customer, is entered in the transaction category input field on the miscellaneous expenses input screen, the screen display control unit 102e, which is an example of an output control unit, displays the supplier code input field and the input field for receiving expenses on the miscellaneous expenses input screen in a state where they cannot be entered. This prevents the inconvenience of incorrectly entering data into unnecessary input fields related to purchasing.

[0062] Furthermore, when the transaction category of "warehousing," which means storing goods in the company's warehouse, is entered in the transaction category input field on the miscellaneous expenses input screen, the screen display control unit 102e, which is an example of an output control unit, displays the customer code input field and the shipping miscellaneous expenses input field on the miscellaneous expenses input screen in a state where they cannot be entered. Because the goods are being received in the company's warehouse, it is not possible to identify the customer. Therefore, by making the input fields for the customer, shipping freight, and shipping expenses unavailable for input, it is possible to prevent the inconvenience of accidentally entering data into unnecessary input fields.

[0063] In addition, the screen display control unit 102e, which is an example of an output control unit, displays an estimate input screen on the display unit for inputting estimate information including the business code, expected sales date, customer code, transaction category, supplier code, product code, and quantity.

[0064] When the transaction category of the quotation information is "warehouse output," the detection unit 102g detects from the memory unit (deemed expense unit price master 106m) the shipping expenses associated with the "business establishment code, transaction category, customer code, product code, and application start date" that match the "business establishment code, transaction category, customer code, product code, and expected sales date" entered on the quotation input screen.

[0065] In this case, the detection unit 102g detects from the memory unit (deemed expense unit price master 106m) the inbound expenses associated with the "business establishment code, product code, expected sales date, and the main supplier code of the main supplier stored in the product master 106p as the main supplier of the product with the input product code" input on the estimate input screen, as well as the "business establishment code, product code, expected sales date, and the main supplier code of the main supplier stored in the product master 106p as the main supplier of the product with the input product code"

[0066] In addition, when the transaction category of the quotation information is a "direct delivery" transaction category in which the product is transported directly from the product supplier to the customer, the detection unit 102g detects from the memory unit (deemed expense unit price master 106m) the shipping expenses and receiving expenses associated with the "business establishment code, transaction category, customer code, supplier code, product code and application start date" that matches the "business establishment code, transaction category, customer code, supplier code, product code and expected sales date" entered on the quotation input screen.

[0067] The estimate information also includes the product's unit sales price, unit cost price, sales amount obtained by multiplying the unit sales price by the number of sales, and cost amount obtained by multiplying the unit cost price by the number of sales. The expenses detected from the storage unit (deemed expense unit price master 106m) also include shipping charges and shipping expenses as shipping expenses, and receiving charges and receiving expenses as receiving expenses.

[0068] The deemed expense calculation unit 102f calculates the gross profit unit price by subtracting the cost price from the sales price of the product, subtracting the freight price obtained by adding shipping and receiving freight prices, and subtracting the expense price obtained by adding shipping and receiving expenses.The deemed expense calculation unit 102f also calculates the gross profit amount by subtracting the cost price from the sales amount of the product, subtracting the freight price obtained by multiplying the sales quantity by the freight price, and subtracting the expense price obtained by multiplying the sales quantity by the expense price.The screen display control unit 102e, an example of an output control unit, controls the output of the calculated gross profit unit price and gross profit amount.The output control unit may output the calculated gross profit unit price and gross profit amount as print information to a printing device.

[0069] [Operation of the embodiment] Next, specific processing by the control unit 102 of the unit price estimate management device 100 according to the embodiment will be described.

[0070] (Overall processing) Fig. 3 is a flowchart for explaining an outline of the overall processing flow of the control unit 102 of the unit price estimate management device 100. In Fig. 3, the unit price estimate input unit 102a executes an estimate input process (step S1).

[0071] Specifically, in the quotation input process, the unit price quotation input unit 102a provides a quotation input screen in response to access from the sales representative terminal 410, and in response to the sales representative's operation on the quotation input screen at the sales representative terminal 410, enters quotation information including the quotation number, quotation category, quotation date, expected order date, expected sales date, customer, delivery destination, supplier, unit price update category, application start date, application end date, immediate reflection flag for master after approval, product, quantity, unit price, and amount, and registers it in the quotation data file 106g. After registering the quotation information, the sales representative applies for approval of the quotation information using a workflow (WF). The sales manager (an example of a person authorized to approve) approves the quotation information if it is OK, or rejects it if it is not OK.

[0072] The approval processing unit 102c executes the approval process (step S2). Specifically, in the approval process, when the quotation information is approved, the approval processing unit 102c updates the temporary master 106a based on the quotation information. When the superior approves, the temporary master 106a for updating the unit price master is updated.

[0073] The master update unit 102d executes a master update process (step S3). Specifically, the master update unit 102d updates the unit price master and the route master 106f based on the updated temporary master 106a.

[0074] If the master immediate reflection flag after approval is set to "reflect immediately", the master update unit 102d immediately updates the unit price master after updating the temporary master 106a, and if the master immediate reflection flag after approval is set to "not reflect immediately", the master update unit 102d updates the unit price master at any timing after updating the temporary master 106a.

[0075] The master update unit 102d selects the masters to be updated (product unit price master by customer 106b, product unit price master by customer-shipment master 106c, product unit price master by customer-shipment master 106d, product unit price master by customer-shipment-supplier master 106e) based on the quotation category (inventory quotation, direct delivery quotation) of the quotation information (provisional master 106a) and the presence or absence of a customer, delivery destination, and supplier. In this way, the unit price master to be updated is allocated according to the conditions at the time of quotation.

[0076] Specifically, if the quotation category is "inventory quotation", the customer is "○: data available", the delivery destination is "-: no data", and the supplier is "-: no data", the customer-delivery destination product unit price master 106b is updated. If the quotation category is "inventory quotation", the customer is "○: data available", the delivery destination is "○: data available", and the supplier is "-: no data", the customer-delivery destination product unit price master 106c is updated. If the quotation category is "direct delivery quotation", the customer is "○: data available", the delivery destination is "-: no data", and the supplier is "○: data available", the customer-delivery destination product unit price master 106d is updated. If the quotation category is "direct delivery quotation", the customer is "○: data available", the delivery destination is "○: data available", and the supplier is "○: data available", the customer-delivery destination product unit price master 106e is updated.

[0077] (Sample data) 4 to 13, a specific example of the processing by the control unit 102 of the unit price estimate management device 100 will be described. FIGS. 4 to 13 are diagrams showing sample data for explaining a specific example of the processing by the control unit 102 of the unit price estimate management device 100.

[0078] (S1: Estimate input processing) A specific example of the quotation input process will be described with reference to Figures 4 to 6. The unit price quotation input unit 102a provides a quotation input screen in response to access from the sales representative terminal 410, and in response to the sales representative's operation on the quotation input screen at the sales representative terminal 410, enters quotation information including the quotation number, quotation category, quotation date, expected order date, expected sales date, customer, delivery destination, supplier, unit price update category, application start date, application end date, immediate reflection flag for master after approval, product, quantity, unit price, and amount, and registers the information in the quotation data file 106g. After registering the quotation information, the sales representative uses a workflow (WF) to request approval of the quotation information. The sales manager approves the quotation information if it is OK, or rejects it if it is not OK.

[0079] FIG. 4 shows an example of the main screen of the quotation input screen, and FIG. 5 shows an example of the details screen of the quotation input screen. As shown in FIG. 4, the main screen of the quotation input screen includes a header area for specifying (inputting) the business establishment, quotation date, expected order date, expected sales date, customer, person in charge, delivery destination, unit price update category, application start date, and application end date; an area for specifying the details of the unit price quotation, including the line number, quotation category, post-approval master immediate reflection flag (box checked: immediate reflection, box unchecked: no immediate reflection), product, supplier, quantity, unit price, amount, and summary of details; and a register button (not shown). Pressing the register button (not shown) creates quotation information based on the input content on the screen and registers it in the quotation data file 106g. When data such as those shown in the examples of FIGS. 4 and 5 is entered, quotation information such as that shown in FIG. 6 is registered.

[0080] When you select a row in the details area (by double-clicking, etc.), a details screen like the one shown in Figure 5 will be displayed. Enter data on the details screen and press the Reflect button (not shown), and the data will be reflected in the selected row in the details area.

[0081] The "Unit Price Update Classification" in the header area can be specified as "0: Do not update" or "1: Update." If "1: Update" is specified, the quotation information will be reflected in the temporary master 106a. The "Start Date of Application" is the start date of application of the estimated unit price. The "End Date of Application" is the end date of application of the estimated unit price, and is an optional item.

[0082] In the details area, specify "10: Inventory estimate" or "20: Direct delivery estimate" for the "Estimate type" and the unit price master will be updated according to the selected estimate type. "Quantity" sets the unit price for each quantity according to the quantity entered. "Supplier" is valid when the estimate type is "20: Direct delivery estimate" and invalid when it is "10: Inventory estimate" (this is because the inventory estimate is an estimate for when warehouse stock is delivered to the customer or delivery destination, and the supplier is not relevant). If the "Immediate reflection flag in master after approval" is checked, "Immediate reflection" will be reflected in the unit price master immediately upon final approval.

[0083] Figure 6 shows an example of quotation information data. Figure 6 shows an example of quotation information corresponding to the input contents on the quotation input screen of Figures 4 and 5. The quotation information has the following fields: quotation number, line number, quotation category, business establishment, quotation date, expected order date, expected sales date, person in charge, customer, delivery destination, supplier, unit price update category, application start date, application end date, immediate reflection in master after approval, product, quantity, unit price, amount, and detail summary.

[0084] In the example shown in the figure, the first line has the quotation number "MT001," line number "1," quotation category "Inventory quotation," business location "T100," quotation date "2022 / 4 / 1," expected order date "2022 / 5 / 10," expected sales date "2022 / 6 / 30," person in charge "TAN001," customer "TK001," delivery destination "NOU001," supplier "-," unit price update category "Update," application start date "2022 / 5 / 1," application end date "2022 / 12 / 31," immediate reflection in master after approval "Yes," product "Product A," quantity "1 case," unit price "¥1,000," amount "¥1,000," and detail description "Quotation for new transaction: basic quantity."

[0085] (S2: Approval process) The approval process will be described with reference to Fig. 7. When the quotation information is approved, the approval processing unit 102c updates the temporary master 106a based on the quotation information.

[0086] 7 is a diagram showing an example of data in the temporary master 106a. The temporary master 106a includes the following fields: quotation number, line number, quotation category, customer, delivery destination, supplier, application start date, application end date, post-approval master immediate reflection flag, product, quantity, and unit price.

[0087] In the example shown in the figure, the first line has the quotation number "MT001," line number "1," quotation category "Inventory quotation," customer "TK001," delivery destination "NOU001," supplier "-," application start date "2022 / 5 / 1," application end date "2022 / 12 / 31," immediate reflection flag after approval "Immediate reflection," product "Product A," quantity "1 case," and unit price "￥1,000." For line numbers "1" and "4," the immediate reflection flag after approval is set to "Immediate reflection," so the unit price master will be updated immediately.

[0088] (S3: Master update process) A specific example of master update processing will be described with reference to Figures 8 and 9. The master update unit 102d updates the unit price master and the route master 106f based on the updated temporary master 106a. If the immediate master reflection flag after approval is set to "immediately reflect," the master update unit 102d immediately updates the unit price master after updating the temporary master 106a. If the immediate master reflection flag after approval is set to "not immediately reflect," the master update unit 102d updates the unit price master at any timing after updating the temporary master 106a. In addition, the master update unit 102d selects the master to be updated (customer-specific product unit price master 106b, customer-shipment-specific product unit price master 106c, customer-supplier-specific product unit price master 106d, customer-shipment-supplier-specific product unit price master 106e) based on the estimate category (inventory estimate, direct delivery estimate) of the estimate information (temporary master 106a) and the presence or absence of a customer, shipper, and supplier.

[0089] For row numbers "1" and "4" in the temporary master 106a in Figure 7, where the immediate master reflection flag after approval is set to "reflect immediately," the unit price master will be updated immediately, as shown in Figures 8(A) and 8(B). For row numbers "1" to "3," the quotation category is "inventory quotation," the customer is "TK001," the delivery destination is "NOU001," and the supplier is "no data," so the customer-delivery-by-product-price master 106c will be updated. For row number "4," the quotation category is "direct delivery quotation," the customer is "TK001," the delivery destination is "NOU001," and the supplier is "SR001," so the customer-delivery-by-supplier product unit price master 106e will be updated.

[0090] 8(A) is a diagram showing an example of updating the customer delivery destination-specific product unit price master 106c. The customer delivery destination-specific product unit price master 106c has the following fields: customer, delivery destination, application start date, application end date, product, quantity, and unit price. In the example shown in the figure, the fields are customer "TK001", delivery destination "NOU001", application start date "2022 / 5 / 1", application end date "2022 / 12 / 31", product "product A", quantity "1 case", and unit price "¥1,000".

[0091] 8(B) is a diagram showing an example of updating the customer-delivery-supplier-specific product unit price master 106e. The customer-delivery-supplier-specific product unit price master 106e has the following fields: customer, delivery destination, supplier, application start date, application end date, product, quantity, and unit price. In the example shown in the figure, the fields are customer "TK001", delivery destination "NOU001", supplier "SR001", application start date "2022 / 5 / 1", application end date "2022 / 12 / 31", product "product B", quantity "1 unit", and unit price "￥200".

[0092] 8(C) shows an example of updating the route master 106f. The route master 106f has fields for customer, delivery destination, supplier, and product. In the example shown in the figure, the first line has customer "TK001", delivery destination "NOU001", supplier "-", and product "Product A", and the second line has customer "TK001", delivery destination "NOU001", supplier "SR001", and product "Product B".

[0093] For row numbers "2" and "3" in the temporary master 106a in Figure 7, where the information on immediate reflection of master after approval is "not reflected immediately", the temporary master 106a is updated, and then the product unit price master by customer delivery destination 106c is updated at any timing as shown in Figure 9(A).

[0094] 9A is a diagram showing an example of updating the customer delivery destination-specific product unit price master 106c. FIG. 9B is a diagram showing an example of updating the route master 106f. As the same record already exists in the route master 106f, it is overwritten and updated.

[0095] Next, a case where the estimate is revised at a later date and the revised estimate information is registered will be described with reference to FIGS.

[0096] Figure 10 is a diagram showing an example of revised quotation information. In Figure 10, the data in line number "1" of the quotation information in Figure 6 has been revised. In Figure 10, the quotation number has been revised to "MT002," quotation date to "2022 / 6 / 1," expected order date to "2022 / 6 / 10," application start date to "2022 / 6 / 1," unit price to "¥1,100," amount to "¥1,100," and line item description to "Quotation revision for existing transaction."

[0097] FIG. 11A shows an example of the updated temporary master 106a based on the revised estimate information of FIG.

[0098] 11B shows an example of an updated customer delivery destination-specific product unit price master 106c based on the temporary master 106a in FIG. 11A. The second line shows the record created based on the revised estimate.

[0099] 11C is a diagram showing an example of updating the route master 106f. As the same record already exists in the route master 106f, it is overwritten and updated.

[0100] (Route Master and Unit Price Master Usage Image) An image of how the route master and unit price master are used on the order entry screen will be explained with reference to Figures 12 and 13. Figure 12 is a diagram showing an example of the display of the order entry screen. Figure 13(A) is a diagram showing an example of the display of the route search screen, and Figure 13(B) is a diagram showing an example of data in the customer delivery destination-specific product unit price master 106c. The screen display control unit 102e controls the display of the order entry screen, for example, as follows:

[0101] As shown in FIG. 12, the order entry screen has a header area for specifying the business establishment, order date, shipping date, expected sales date, customer, person in charge, and delivery destination; a route search button for displaying a route search screen for selecting a route from the route master 106f; and a details area for specifying details such as the line number, order category, quantity, summary of details, product, unit price, amount, and supplier.

[0102] When the route search button is pressed, a route search screen such as that shown in Figure 13(A) is displayed. On the route search screen, a list of data from the route master 106f is displayed, and the person in charge selects a route. The selected route (customer, delivery destination, supplier, product) is displayed on the order entry screen. When the person in charge enters the "quantity" in the details area, the "unit price" and "amount (unit price x quantity)" for the applicable start date based on the "order date" from the unit price master corresponding to the selected route are displayed in the details area.

[0103] In the example shown in the figure, the route of customer "TK001," delivery destination "NOU001," supplier "-," and product "Product A" on the first line is selected on the route search screen, and customer "TK001," delivery destination "NOU001," and product "Product A" are displayed on the order entry screen. When the quantity "1 case" is entered in the details area, the unit price "¥1,000" of the record with the applicable start date "2022 / 5 / 1" that corresponds to the order date "2022 / 5 / 1" is retrieved from the customer-delivery-specific product unit price master 106c (because customer "TK001," delivery destination "NOU001," and supplier "-") that corresponds to the selected route, and the unit price "¥1,000" and amount "¥1,000 (=¥1,000 x 1)" are displayed in the details area.

[0104] By searching for a route in this way, the person in charge of inputting data can save time by inputting each customer, and by selecting a route, information including the product is set on the screen. After that, by inputting the quantity, the unit price of the target product is set, making data input more efficient.

[0105] [Prevention of unprofitable estimates due to forecasts of deemed expenses and freight charges] Second, in direct delivery transactions, since it is difficult to record expenses and freight charges at the time of order receipt, expenses and freight charges are recorded at the time of estimate. However, the amounts of expenses and freight charges at the time of estimate may be uncertain, resulting in unprofitability and a concern that there may be many inconveniences such as not being able to achieve the projected gross profit.

[0106] Here, once expenses and freight are incurred, it is possible to estimate miscellaneous expenses based on these incurred expenses and freight. Furthermore, as the number of unit price estimates increases, it becomes possible to accurately predict miscellaneous expenses. For this reason, the unit price estimate management device 100 of this embodiment pre-registers miscellaneous expenses such as expenses and freight that do not exist in each of the unit price masters 106b to 106e described above in the deemed expense unit price master 106m, and references the miscellaneous expenses at the time of estimation, and includes them in the estimate information and displays (or prints, outputs audio, etc.), thereby making it possible to detect unprofitable estimates, etc.

[0107] [Registering expenses] First, the operation of registering miscellaneous expenses in the deemed expense unit price master 106m will be described. When the operator of the unit price estimate management device 100 specifies the registration of miscellaneous expenses via the input device 112, the screen display control unit 102e displays the miscellaneous expenses input screen shown in Figs. 17 to 19 on the output device 114. As shown in Figs. 17 to 19, the miscellaneous expenses input screen has input fields for the transaction category (= estimate category), business establishment code, customer code, product code, supplier code, and application start date. The miscellaneous expenses input screen also has input fields for shipping freight, receiving freight, shipping expenses, and receiving expenses.

[0108] The operator enters the transaction category corresponding to the transaction carried out in the transaction category input field. Figure 17 is an example where the transaction category of "direct delivery" has been entered. Figure 18 is an example where the transaction category of "warehouse departure" has been entered. Figure 19 is an example where the transaction category of "warehouse entry" has been entered. After entering the transaction category, the operator enters the business establishment where the transaction took place, the customer, the product name, the supplier, shipping freight, receiving freight, shipping expenses, and receiving expenses in the respective input fields. The operator also enters the date when the entered shipping freight, receiving freight, and other expenses become applicable as the application start date, and specifies registration.

[0109] When registration is specified, the master update unit 102d associates the business establishment, customer, product name, supplier, application start date, shipping freight, receiving freight, shipping expenses, and receiving expenses, and registers (stores) them in the deemed expense unit price master 106m. As a result, as shown in Figure 16, the expenses for each commercial transaction are registered in the master update unit 102d in the form of a transaction record, so to speak.

[0110] 18, when the transaction category of "warehouse shipment," which means sending merchandise stored in the company's warehouse to a customer, is entered in the transaction category input field on the miscellaneous expenses input screen, the screen display control unit 102e displays the supplier code input field and the input field for receiving expenses (receiving freight and receiving expenses) in a state where they cannot be entered on the miscellaneous expenses input screen. This prevents the inconvenience of inputting information into unnecessary input fields related to purchasing.

[0111] Furthermore, as shown in FIG. 19, when the transaction category of "warehousing," which means storing goods in the company's warehouse, is entered in the transaction category input field on the miscellaneous expenses input screen, the screen display control unit 102e displays the customer code input field and the input field for receiving miscellaneous expenses (receiving freight and receiving expenses) on the miscellaneous expenses input screen in a state where they cannot be entered. Because the goods will be received in the company's warehouse, it is not possible to identify the customer. Therefore, by making the input fields for the customer, shipping freight, and shipping expenses unavailable for input, it is possible to prevent the inconvenience of accidentally entering data into unnecessary input fields.

[0112] [Display behavior of quotation information] In this way, when the history of past business transactions (various expenses, etc.) is registered in the master update unit 102d, it is possible to display and record highly accurate miscellaneous expenses when estimating future business transactions.

[0113] Specifically, when it is time to estimate a commercial transaction, the operator performs a designation operation to display an estimate input screen via the input device 112. When this designation operation is performed, the screen display control unit 102e displays the estimate input screen shown in FIG. 20 via the output device 114.

[0114] This estimate input screen includes input fields for the business establishment, estimate date, customer, person in charge, and expected sales date. When the operator inputs information into each input field and operates the execute key on the input device 112, the screen display control unit 102e displays a details screen of the estimate input screen, an example of which is shown in FIG. 21, on the output device 114.

[0115] This details screen is configured to include input fields for line number, transaction category, product code, supplier code, quantity, sales price, cost price, etc. The details screen also includes display fields for sales amount, cost price, freight price, expense price, expense price, gross profit price, and gross profit price.

[0116] Assume that the operator inputs the transaction category of "warehouse output" into the transaction category on this detail screen as shown in Fig. 21. When "warehouse output" is input into the transaction category, the detection unit 102g detects from the deemed expense unit price master 106m the shipping expenses (shipping freight and shipping expenses) that are associated with the "business establishment code, transaction category, customer code, product code, and application start date" that matches the "business establishment code, transaction category, customer code, product code, and expected sales date" input into the estimate input screen shown in Fig. 20 and the detail screen of the estimate input screen shown in Fig. 21, as exemplified in record "No. 2" in Fig. 22.

[0117] Furthermore, the detection unit 102g detects from the deemed expense unit price master 106m the receiving expenses (receiving freight and receiving expenses) associated with the "business establishment code, product code, expected sales date, and the major supplier code of the major supplier stored in the product master 106p shown in FIG. 15 as the major supplier of the product with the input product code" that match the "business establishment code, product code, expected sales date, and the major supplier code of the major supplier stored in the product master 106p shown in FIG. 15 as the major supplier of the product with the input product code" that are input on the estimate input screen or the details screen of the estimate input screen, as exemplified in record "No. 2" in Fig. 22. Note that the detection condition for the "application start date" of the detection unit 102g is that the expected sales date on the estimate input screen is a date after the application start date.

[0118] When shipping expenses (shipping freight and shipping expenses) and receiving expenses (receiving freight and receiving expenses) are detected from the deemed expense unit price master 106m in this way, the deemed expense calculation unit 102f subtracts the cost unit price from the sales price of the product entered on the details screen of the estimate input screen, as shown in Figure 23, subtracts the freight unit price obtained by adding the detected shipping freight and receiving freight, and subtracts the expense unit price obtained by adding the shipping expenses and receiving expenses, thereby calculating the gross profit unit price.

[0119] Gross profit unit price = Sales unit price - Cost unit price - Shipping unit price - Expense unit price

[0120] In the example of Figure 23, the unit sales price of the product is 3,200 yen. The unit cost price is 1,800 yen. The unit shipping price, which is the sum of the detected shipping fee (200 yen) and receiving fee (220 yen), is 420 yen. The unit expense price, which is the sum of the detected shipping expense (250 yen) and receiving expense (420 yen), is 670 yen.

[0121] Therefore, the deemed expense calculation unit 102f calculates "unit sales price 3200 yen - unit cost price 1800 yen - unit freight price 420 yen - unit expense price 670 yen" to calculate a gross profit unit price of 310 yen.

[0122] In addition, the deemed expense calculation unit 102f calculates the gross profit amount by subtracting the cost amount from the sales amount of the product, subtracting the freight amount obtained by multiplying the sales quantity (quantity) by the freight unit price, and subtracting the expense amount obtained by multiplying the sales quantity by the expense unit price, as shown in Figure 23.

[0123] Gross profit amount = Sales amount - Cost amount - Shipping amount - Expense amount

[0124] In the example of Figure 23, the sales amount for the product from selling 2 cases (quantity = 2) of product is 6,400 yen. The cost price for the product for 2 cases (quantity = 2) is 3,200 yen. The shipping cost for the product for 2 cases (quantity = 2) is 840 yen. The expense price for the product for 2 cases (quantity = 2) is 1,340 yen.

[0125] Therefore, the deemed expense calculation unit 102f calculates "sales amount 6400 yen - cost amount 3200 yen - freight amount 840 yen - expense amount 1340 yen" to calculate a gross profit unit price of 620 yen.

[0126] The screen display control unit 102e displays the estimate information including the calculated gross profit unit price and gross profit amount via the output device 114 as shown in FIG. 23 (it may be printed or output as audio).

[0127] Next, when "direct delivery" is entered as the transaction category on the estimate input screen shown in FIG. 24 and the details screen of the estimate input screen shown in FIG. 25, as exemplified in record "No. 1" in FIG. 26, the detection unit 102g detects from the deemed expense unit price master 106m the shipping expenses (shipping freight and shipping expenses) associated with the "business establishment code, transaction category, customer code, supplier code, product code, and application start date" that match the "business establishment code, transaction category, customer code, supplier code, product code, and expected sales date" entered on the estimate input screen shown in FIG. 24 and the details screen of the estimate input screen shown in FIG. 25.

[0128] When shipping expenses (shipping charges and shipping expenses) and receiving expenses (receiving charges and receiving expenses) are detected from the deemed expense unit price master 106m in this way, the deemed expense calculation unit 102f performs the following calculation based on the unit prices and amounts entered on the details screen of the estimate input screen, as shown in Figure 27, to calculate the gross profit unit price and gross profit amount.

[0129] Gross profit unit price = Sales unit price - Cost unit price - Shipping unit price - Expense unit price

[0130] Gross profit amount = Sales amount - Cost amount - Shipping amount - Expense amount

[0131] In the example of Figure 27, the unit sales price of the product is 4,500 yen. The unit cost price is 2,800 yen. The unit shipping price, which is the sum of the detected shipping fee (110 yen) and receiving fee (210 yen), is 320 yen. The unit expense price, which is the sum of the detected shipping expense (310 yen) and receiving expense (410 yen), is 720 yen.

[0132] Therefore, the deemed expense calculation unit 102f calculates "unit sales price 4500 yen - unit cost price 2800 yen - unit freight price 320 yen - unit expense price 720 yen" to calculate a gross profit unit price of 1660 yen.

[0133] In the example of Figure 27, the sales amount for the sale of two cases (quantity = 2) of goods is 9,000 yen. The cost price for two cases (quantity = 2) of goods is 5,600 yen. The shipping cost for two cases (quantity = 2) of goods is 640 yen. The expense price for two cases (quantity = 2) of goods is 1,440 yen.

[0134] Therefore, the deemed expense calculation unit 102f calculates the gross profit amount of 3220 yen by calculating "sales amount 9000 yen - cost amount 5600 yen - freight amount 640 yen - expense amount 1440 yen".

[0135] The screen display control unit 102e displays the estimate information including the calculated gross profit unit price and gross profit amount via the output device 114 as shown in FIG. 27 (it may be printed or output as audio).

[0136] In this way, by registering the various expenses actually incurred in past business transactions in the deemed expense unit price master 106m, and then reading them out from the deemed expense unit price master 106m and recording them in an estimate when the same or similar business transaction is carried out later, it becomes possible to record accurate various expenses at the time of estimation. Also, in addition to an amount close to the actual gross profit, it is possible to check the gross profit on a unit price basis, and in the above-mentioned approval process, the person with approval authority can consider the appropriateness of the gross profit of the estimated unit price.

[0137] [Effects of the embodiment] As is clear from the above description, unit price estimate management device 100 of the embodiment includes at least a unit price master for storing data relating to the following items: customer, application start date, product, quantity (unit price unit), and unit price; temporary master 106a for storing data for updating the unit price master; unit price estimate input unit 102a for inputting estimate information including the following items: estimate number, estimate date, expected order date, expected sales date, customer, delivery destination, supplier, application start date, product, quantity, unit price, and amount; approval processing unit 102c for updating temporary master 106a based on the approved estimate information when the input estimate information is approved; and master update unit 102d for updating the unit price master based on the updated temporary master 106a. This improves the efficiency of unit price estimate work.

[0138] In addition, by registering the various expenses actually incurred in past business transactions in the deemed expense unit price master 106m, and then reading them out from the deemed expense unit price master 106m and recording them in an estimate when the same or similar business transaction is carried out later, it becomes possible to record accurate various expenses at the time of estimation. In addition to an amount close to the actual gross profit, it is also possible to check the gross profit on a unit price basis, and in the above-mentioned approval process, the person with approval authority can consider the appropriateness of the gross profit of the estimated unit price.

[0139] [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.

[0140] 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.

[0141] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0142] [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.

[0143] 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.

[0144] 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.

[0145] Furthermore, with regard to the unit price estimate management device 100, the components shown in the figures are functional concepts, and do not necessarily have to be physically configured as shown in the figures.

[0146] For example, all or any part of the processing functions of the unit price estimate management 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 unit price estimate management device 100 as needed. That is, a computer program for providing instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or HDD (Hard Disk Drive). This computer program is executed by being loaded into RAM, and cooperates with the CPU to form the control unit.

[0147] This computer program may also be stored in an application program server connected to the unit price estimate management device 100 via any network, and all or part of it may be downloaded as needed.

[0148] Furthermore, the program for executing the processes described in this embodiment may be stored in a non-transitory computer-readable recording medium, or may be configured as a program product. Here, 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.

[0149] 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 program, but also includes programs that are distributed as multiple modules or libraries, or programs that achieve their functions by working together with other programs, such as an OS. Note that the specific configurations and reading procedures for reading a recording medium in each device described in the embodiments, as well as the installation procedures after reading, can use well-known configurations and procedures.

[0150] 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.

[0151] The unit price estimate management device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which any peripheral device is connected. The unit price estimate management device 100 may also be realized by installing software (including programs, data, etc.) that executes the processes described in this embodiment in the device.

[0152] 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 according to 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]

[0153] The present invention is suitable for use in industries that generate estimates that include expenses such as costs and freight, and can be applied to industries that sell products (including wholesale), such as the chemical industry, food industry, and trading companies. [Explanation of symbols]

[0154] 100 Unit price estimate management device 102 Control section 102a Unit price estimate input section 102b Workflow processing section 102c Approval processing unit 102d Master Update Section 102e Screen display control unit 102f Deemed Expense Calculation Department 102g Detector 104 Communication interface unit 106 Storage section 106a Temporary Master 106b Customer-specific product unit price master 106c Customer delivery destination product unit price master 106d Customer / Supplier Product Price Master 106e Customer delivery destination supplier product unit price master 106f Route Master 106g Quote Data File 106k Transaction Classification Master 106m Deemed Expense Unit Price Master 106p Product Master 108 Input / Output Interface Section 112 Input Device 114 Output Device 200 servers 300 Network 410 Salesperson terminal 420 Sales Manager Terminal

Claims

1. a detection unit that refers to a storage unit that stores various expenses incurred each time a product is distributed, and detects various expenses that match the input estimate information; a deemed expense calculation unit that calculates an expense unit price by adding together shipping expenses and receiving expenses included in the detected expenses; an output control unit that controls the output of the calculated unit cost of various expenses; The output control unit controls the display unit to display an overhead input screen for inputting the overhead, the transaction type indicating the transaction form of the commodity, the business establishment code, the customer code, the commodity code, the supplier code, and the application start date into each input field; a storage control unit that stores the miscellaneous expenses input via the miscellaneous expenses input screen, the transaction category indicating the transaction type of the commodity, the establishment code, the customer code, the commodity code, the supplier code, and the application start date in the storage unit in association with each other; the output control unit displays on the display unit a quotation input screen for inputting the quotation information including a business establishment code, a planned sales date, a customer code, a transaction category, a supplier code, a product code, and a quantity; When the transaction category of the quotation information is “warehouse delivery” in which the goods stored in the company’s warehouse are sent to a customer, the detection unit The shipping expenses associated with the "business establishment code, transaction category, customer code, product code, and application start date" that match the "business establishment code, transaction category, customer code, product code, and expected sales date" entered on the estimate input screen are detected from the storage unit, Detecting from the storage unit the receiving expenses associated with the "business establishment code, transaction category of "warehousing" for storing the goods in the company's warehouse, product code, supplier code, and application start date" that matches the "business establishment code, product code, expected sales date, and the major supplier code of the major supplier stored in the product master as the major supplier of the goods of the input product code" input on the estimate input screen, A unit price estimate management device characterized by the above.

2. the output control unit displays the input field for the supplier code and the input field for the receiving expenses in a state where they cannot be input when the transaction category of "warehouse out" is input in the input field for the transaction category on the miscellaneous expenses input screen; 2. The unit price estimate management device according to claim 1, wherein:

3. the output control unit displays the input field for the customer code and the input field for the shipping expenses on the miscellaneous expenses input screen in a state where input is disabled when the transaction category of "warehousing" is input in the input field for the transaction category on the miscellaneous expenses input screen; 3. The unit price estimate management device according to claim 2, wherein:

4. the detection unit detects from the storage unit the shipping expenses and receiving expenses associated with the "business establishment code, transaction classification, customer code, supplier code, product code, and application start date" that matches the "business establishment code, transaction classification, customer code, supplier code, product code, and expected sales date" entered on the estimate input screen, when the transaction classification of the quotation information is a "direct delivery" transaction classification in which the product is directly transported from the product supplier to the customer; 4. The unit price estimate management device according to claim 1, wherein:

5. The estimate information includes the unit sales price of the product, the unit cost price, the sales amount obtained by multiplying the unit sales price by the number of sales, and the cost amount obtained by multiplying the unit cost price by the number of sales, The expenses detected from the storage unit include shipping charges and shipping expenses as the shipping expenses, and also include receiving charges and receiving expenses as the receiving expenses, The deemed expense calculation unit Calculating a gross profit unit price by subtracting the cost unit price from the sales unit price of the product, subtracting a freight unit price obtained by adding the shipping freight and the receiving freight, and subtracting an expense unit price obtained by adding the shipping expenses and the receiving expenses; Calculating a gross profit amount by subtracting the cost amount from the sales amount of the product, subtracting a freight amount obtained by multiplying the number of sales by the freight unit price, and subtracting an expense amount obtained by multiplying the number of sales by the expense unit price; the output control unit controls the output of the calculated gross profit unit price and gross profit amount; 5. The unit price estimate management device according to claim 4, wherein:

6. The storage unit A unit price master for storing data on at least the following items: customer, application start date, product, quantity (unit price), and unit price; a temporary master for storing data for updating the unit price master, an approval processing unit that updates the temporary master based on the input quotation information when the input quotation information is approved by an approval authority; a master update unit that updates the unit price master based on the updated temporary master; 6. The unit price estimate management device according to claim 5,

7. The storage unit further includes a route master that stores customer codes, delivery destination codes, supplier codes, and product codes in association with each other; the master update unit updates the root master based on the updated temporary master; 7. The unit price estimate management device according to claim 6, wherein:

8. the estimate information includes an approval-immediately-reflected-in-master flag that specifies whether or not the estimate information is to be stored in the unit price master after approval; the master update unit updates the unit price master immediately after updating the temporary master if the post-approval master immediate reflection flag is set to "immediate reflection"; 8. The unit price estimate management device according to claim 7,

9. The unit price master is A customer-specific product unit price master for storing customer codes, application start dates, product codes, quantities, and unit prices in association with each other; A customer delivery destination-specific product unit price master for storing customer codes, delivery destination codes, application start dates, product codes, quantities, and unit prices in association with each other; A customer / supplier product unit price master for storing customer codes, supplier codes, application start dates, product codes, quantities, and unit prices in association with each other; a customer, delivery destination, and supplier-specific product unit price master for storing customer codes, delivery destination codes, supplier codes, application start dates, product codes, quantities, and unit prices in association with each other; the master update unit selects and updates any one of the customer-specific commodity unit price master, the customer-specific commodity unit price master, the customer-specific commodity unit price master, and the customer-specific commodity unit price master based on the presence or absence of a transaction category, a customer code, a delivery code, and a supplier code in the quotation information; 7. The unit price estimate management device according to claim 6, wherein:

10. the master update unit updates the customer-specific product unit price master when the transaction category is "inventory estimate", the customer code is "data available", the delivery destination code is "no data", and the supplier code is "no data" with respect to the quotation information; 10. The unit price estimate management device according to claim 9,

11. the master update unit updates the customer-delivery-specific commodity unit price master when the transaction category is "inventory estimate", the customer code is "data available", the delivery destination code is "data available", and the supplier code is "data unavailable" for the quotation information; 10. The unit price estimate management device according to claim 9,

12. the master update unit updates the customer-supplier-specific commodity unit price master when the transaction category is "direct delivery quotation", the customer code is "data available", the delivery destination code is "no data", and the supplier code is "data available" for the quotation information; 10. The unit price estimate management device according to claim 9,

13. the master update unit updates the customer-delivery-supplier-specific commodity unit price master when the transaction category is "direct delivery quotation", the customer code is "data available", the delivery destination code is "data available", and the supplier code is "data available" for the quotation information; 10. The unit price estimate management device according to claim 9,

14. a detection step in which a detection unit refers to a storage unit that stores various expenses incurred each time a product is distributed, and detects various expenses that match the input estimate information; a deemed expense calculation step in which an deemed expense calculation unit calculates an overhead cost unit price by adding together shipping overhead costs and receiving overhead costs included in the detected overhead costs; an output control step in which an output control unit controls the output of the calculated unit price of various expenses; In the output control step, an expense input screen for inputting the expense, the transaction type indicating the transaction form of the commodity, the business establishment code, the customer code, the commodity code, the supplier code, and the application start date into each input field is displayed and controlled on a display unit; a storage control step in which a storage control unit stores the miscellaneous expenses input via the miscellaneous expenses input screen, the transaction category indicating the transaction type of the commodity, the establishment code, the customer code, the commodity code, the supplier code, and the application start date in the storage unit in association with each other; In the output control step, a quotation input screen for inputting the quotation information including a business establishment code, a planned sales date, a customer code, a transaction category, a supplier code, a product code, and a quantity is displayed on the display unit; In the detection step, if the transaction category of the quotation information is "warehouse delivery" in which the goods stored in the company's warehouse are sent to a customer, The shipping expenses associated with the "business establishment code, transaction category, customer code, product code, and application start date" that match the "business establishment code, transaction category, customer code, product code, and expected sales date" entered on the estimate input screen are detected from the storage unit, Detecting from the storage unit the receiving expenses associated with the "business establishment code, transaction category of "warehousing" for storing the goods in the company's warehouse, product code, supplier code, and application start date" that matches the "business establishment code, product code, expected sales date, and the major supplier code of the major supplier stored in the product master as the major supplier of the goods of the input product code" input on the estimate input screen, A unit price estimate management method for a unit price estimate management device.

15. Computer, a detection unit that refers to a storage unit that stores various expenses incurred each time a product is distributed, and detects various expenses that match the input estimate information; a deemed expense calculation unit that calculates an expense unit price by adding together shipping expenses and receiving expenses included in the detected expenses; The calculated unit cost of the overhead expenses is made to function as an output control unit that controls the output, The output control unit controls the display unit to display an overhead input screen for inputting the overhead, the transaction type indicating the transaction form of the commodity, the business establishment code, the customer code, the commodity code, the supplier code, and the application start date into each input field; the computer is further caused to function as a storage control unit that associates the miscellaneous expenses input via the miscellaneous expenses input screen, the transaction category indicating the transaction type of the commodity, the establishment code, the customer code, the commodity code, the supplier code, and the application start date, and stores them in the storage unit; the output control unit displays on the display unit a quotation input screen for inputting the quotation information including a business establishment code, a planned sales date, a customer code, a transaction category, a supplier code, a product code, and a quantity; When the transaction category of the quotation information is “warehouse delivery” in which the goods stored in the company’s warehouse are sent to a customer, the detection unit The shipping expenses associated with the "business establishment code, transaction category, customer code, product code, and application start date" that match the "business establishment code, transaction category, customer code, product code, and expected sales date" entered on the estimate input screen are detected from the storage unit, Detecting from the storage unit the receiving expenses associated with the "business establishment code, transaction category of "warehousing" for storing the goods in the company's warehouse, product code, supplier code, and application start date" that matches the "business establishment code, product code, expected sales date, and the major supplier code of the major supplier stored in the product master as the major supplier of the goods of the input product code" input on the estimate input screen, A unit price estimate management program featuring:

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