Management server, management system, management method, and management program

Abstract

To grasp the progress of a purchase procedure for a product when the product is sold through a plurality of agents. [Solution] The management server 12 of the management system 100 updates the status information stored in the information storage unit 122 in response to application information representing a product purchase offer sent from the agency terminal 14 or approval information representing seller approval sent from the seller terminal 18. Then, in response to a request signal from the seller terminal 18 or the agency terminal 14, the management server 12 acquires the status information stored in the information storage unit 122 and displays the status information on the display unit of the seller terminal 18 or the agency terminal 14.

Description

[Technical Field]

[0001] The present invention relates to a management server, a management system, a management method, and a management program. [Background technology]

[0002] Conventionally, there is known an agency system that can protect personal information by keeping the personal information of a policyholder confidential when the policyholder goes through the contract procedure at an agency (for example, Patent Document 1). In this agency system, when the policyholder accepts the explanation given to him / her at the agency's agency counter terminal, the agency counter terminal outputs an application form for the accepted insurance product, and the application information input terminal reads the application form from the agency counter terminal, determines whether the product is one for which the explanation was accepted and whether the policyholder is the actual policyholder, and makes it possible to input contract information based on the judgment result.

[0003] Also, there is known a technology for quickly informing customers when part of the information is changed or added in the case of agency sales of a product that is sold directly from a product provider to a customer through multiple agencies (for example, Patent Document 2). This technology is a server connected to the Internet, and when accessed by a customer through a first personal computer, it identifies the agency from which the customer obtained the storage medium from the recognition code, and allows the customer to view additional information additionally input by the product provider through a second personal computer.

[0004] Also known is a product sales intermediation system that enables information users to collect a large amount of evaluation information that is highly useful (for example, Patent Document 3). The service provider server of this product sales intermediation system provides an electronic bulletin board on which consumers post evaluation information about products, and mediates product sales between consumers and product providers. When an intermediation is established, the service provider server obtains the evaluation information referenced by the consumer when purchasing the product from the reference history, and updates the intermediation performance DB of the evaluation information. The service provider server also calculates the profit dividend amount related to the product sales intermediation, collects the profit dividend from the product provider, and distributes the profit dividend to the registrant of the evaluation information based on the intermediation performance of the evaluation information.

[0005] Also, an online product ordering system that allows ordering with simple operations is known (for example, Patent Document 4). This online product ordering system includes a server that transmits a product order based on product order information to a business server via a communication network. [Prior art documents] [Patent documents]

[0006] [Patent Document 1] Japanese Patent Application Laid-Open No. 2007-310687 [Patent Document 2] Japanese Patent Application Laid-Open No. 2004-152096 [Patent Document 3] Japanese Patent Application Laid-Open No. 2002-230328 [Patent Document 4] Japanese Patent Application Laid-Open No. 2003-316981 Summary of the Invention [Problem to be solved by the invention]

[0007] Let us consider a situation where a manufacturer sells its products to general users through multiple distributors. In this case, the distributor who is asked by the manufacturer to act as a sales representative for the product often goes through the following process: proposing the product to the user, confirming the user's intention, accepting the user's purchase application, reporting to the manufacturer that sells the product and requesting approval, and then receiving the manufacturer's approval.

[0008] When selling a product through an agency, the process described above must be completed, resulting in a significant amount of work for both the agency and the manufacturer. For example, the agency's representative must receive an application form from a user who has applied to purchase the product and then send the application form to the manufacturer. Furthermore, if there is an error in the application form, the manufacturer's representative or the agency's representative must request that the user correct the information on the application form.

[0009] When an agent sells a product through the above process, information such as the progress of the product purchase application procedure received from the user and the approval procedure is useful information.

[0010] However, the techniques of Patent Documents 1 to 4 do not take into consideration the progress of an order for purchasing a product after it has been placed.

[0011] The present invention has been made in consideration of the above circumstances, and aims to provide a management server, management system, management method, and management program that can grasp the progress of product purchase procedures when products are sold through multiple agents. [Means for solving the problem]

[0012] In order to achieve the above-mentioned object, the management server of the present invention is a management system comprising a management server, agent terminals representing terminals managed by each of multiple agents who act as sales agents for products, a seller terminal representing a terminal managed by the seller of the product, and a memory unit that stores status information representing the progress of a product purchase application, and the management server updates the status information stored in the memory unit in accordance with application information representing a product purchase application sent from the agent terminal or approval information representing the seller's approval sent from the seller terminal, and in response to a request signal from the seller terminal or the agent terminal, retrieves the status information stored in the memory unit and displays the status information on the display unit of the seller terminal or the agent terminal. [Effects of the Invention]

[0013] According to the present invention, when a product is sold through a plurality of agents, it is possible to obtain an effect that the progress of the product purchase procedure can be grasped. [Brief explanation of the drawings]

[0014] [Figure 1] FIG. 1 is a diagram illustrating an example of a schematic configuration of a management system according to an embodiment of the present invention. [Figure 2] FIG. 1 is a diagram for explaining the present embodiment. [Figure 3] FIG. 10 is a diagram illustrating an example of a method for storing status information. [Figure 4] FIG. 10 is a diagram illustrating an example of a method for storing sales performance information by agency. [Figure 5] FIG. 10 is a diagram illustrating an example of a method for storing sales performance information by person in charge. [Figure 6] FIG. 2 is a schematic block diagram of a computer that functions as each terminal of the management system. [Figure 7] FIG. 2 is a diagram illustrating a process executed by the management system of the present embodiment. [Figure 8] FIG. 10 is a diagram illustrating an example of a screen displayed on the terminal. [Figure 9] FIG. 10 is a diagram illustrating an example of a screen displayed on the terminal. [Figure 10] FIG. 10 is a diagram illustrating an example of a screen displayed on the terminal. [Figure 11] FIG. 10 is a diagram illustrating an example of a screen displayed on the terminal. [Figure 12] FIG. 10 is a diagram illustrating an example of a screen displayed on the terminal. [Figure 13] FIG. 2 is a diagram illustrating a process executed by the management system of the present embodiment. [Figure 14] FIG. 10 is a diagram illustrating an example of a screen displayed on the terminal. [Figure 15] FIG. 10 is a diagram illustrating an example of a screen displayed on the terminal. [Figure 16] FIG. 10 is a diagram illustrating an example of a screen displayed on the terminal. [Figure 17] FIG. 10 is a diagram illustrating an example of a screen displayed on the terminal. [Figure 18] FIG. 10 is a diagram illustrating an example of a screen displayed on the terminal. [Figure 19] FIG. 2 is a diagram illustrating a process executed by the management system of the present embodiment. [Figure 20] FIG. 10 is a diagram illustrating an example of a screen displayed on the terminal. DETAILED DESCRIPTION OF THE INVENTION

[0015] Hereinafter, the embodiments will be described in detail with reference to the drawings.

[0016] <System configuration of the management system>

[0017] FIG. 1 is a block diagram showing a management system 10 according to the present embodiment. As shown in FIG. 1, the management system 10 according to the present embodiment includes a management server 12, multiple agent terminals 14A, 14B, and 14C, multiple user terminals 16A, 16B, and 16C, and multiple seller terminals 18A, 18B, and 18C. Hereinafter, unless a specific terminal is being referred to, one agent terminal will be referred to as an agent terminal 14, one user terminal will be referred to as a user terminal 16, and one seller terminal will be referred to as a seller terminal 18. The management server 12, the agent terminal 14, the user terminal 16, and the seller terminal 18 are communicatively connected via a network 20, such as the Internet.

[0018] In the case where a product is sold through multiple agents, the management system 10 of this embodiment visualizes information such as the progress of procedures at the agent and the selling manufacturer after a user places an order to purchase the product with the agent. Furthermore, the management system 10 of this embodiment automatically calculates the sales performance of the product for each agent and each agent's staff member based on the information.

[0019] FIG. 2 is a diagram illustrating this embodiment. As shown in FIG. 2, consider a case where a manufacturer, which is a seller of a product, sells the product to users through multiple agents. In this case, after a user applies to purchase a product, each of the multiple agents often needs to go through procedures such as accepting the application form for the product purchase from the user, reporting to the manufacturer that sells the product and requesting approval, and receiving approval from the manufacturer. In this case, for example, as shown in FIG. 2, procedures include the manufacturer providing product information to the agent 80, the agent proposing the product to the user 81, the user applying to purchase the product 82, and the agent requesting approval 83 from the manufacturer.

[0020] In this regard, when a purchase order is placed for a product, manufacturers and distributors who sell the product may want to know immediately and accurately information such as the current progress of the purchase order procedure and approval procedure for that product.

[0021] Therefore, in the case where a product is sold through multiple agents, the management system 10 of this embodiment visualizes information such as the progress of various procedures at the agent and the selling manufacturer after a user places an order to purchase the product with the agent.

[0022] Specifically, the management system 10 of this embodiment updates status information indicating the status of a product purchase order in response to information input on a predetermined application screen by a representative of the agency or a user who has submitted a product purchase order. The manufacturer's representative operates the seller terminal 18 to view the status information. The agency's representative also operates the agency terminal 14 to view the status information. This allows the manufacturer and agency representatives to instantly and accurately obtain information about the current progress of the product purchase order and approval procedures when a purchase order for a product is submitted. Furthermore, the manufacturer and agency representatives can use this information for sales management. Specifically, for example, if a user does not enter any information on the application screen for a long period of time, the agency representative can respond by inquiring about the user. Furthermore, if the order is still waiting for approval from the manufacturer's representative for a long period of time, the agency representative can respond by inquiring about the manufacturer's representative. This allows the agency to appropriately manage product sales and facilitate product sales by the agency.

[0023] The specific details will be explained below.

[0024] (Management Server 12) As shown in FIG. 1, the management server 12 includes a control unit 120 and an information storage unit 122. The control unit 120 controls the operation of the management server 12. The information storage unit 122 stores various data used in each process described below. For example, the information storage unit 122 stores product information that indicates products to be sold. The information storage unit 122 also stores agency information, which is information about agencies that act as sales agents for the products. The information storage unit 122 also stores product allocation information that indicates which products are allocated to which agencies. The information storage unit 122 also stores status information that indicates the progress of product purchase applications. The information storage unit 122 also stores agency-specific sales performance information that indicates the sales performance of each of multiple agencies. The information storage unit 122 also stores sales performance information by representative that indicates the sales performance of each representative at the agency.

[0025] FIG. 3 shows an example of status information. As shown in FIG. 3, a transaction ID representing identification information of a transaction, a customer name representing a user customer, the product name of the product for which the user has made a purchase request, the quantity of the product, the product unit price, the remuneration unit price of the remuneration to be received by the agency, the agency name, and status information are stored in association with each other. FIG. 4 shows an example of sales performance information by agency. As shown in FIG. 4, an agency ID which is identification information of the agency, the agency name, the sales period for calculating the sales performance, and the sales performance of the product are stored in association with each other. FIG. 5 shows an example of sales performance information by staff member. As shown in FIG. 5, a staff member ID which is identification information of a staff member belonging to the agency, the staff member name, the name of the agency to which the staff member belongs, the sales period for calculating the sales performance, and the sales performance of the product are stored in association with each other. This information will be described later.

[0026] (Agency terminal 14) The agency terminal 14 is a terminal managed by an agency that sells products. Specifically, an employee of the agency operates the agency terminal 14 to exchange information between a user who is a customer and a person in charge at the manufacturer who sells the products.

[0027] (User terminal 16) The user terminal 16 is a terminal managed by the user who purchases the product. Specifically, the user operates the user terminal 16 to exchange information with the agent.

[0028] (Seller terminal 18) The seller terminal 18 is a terminal managed by the manufacturer, which is the seller of the product. Specifically, the manufacturer's representative operates the seller terminal 18 to exchange information with the agent's representative.

[0029] The management server 12, agent terminal 14, user terminal 16, and seller terminal 18 of the management system 10 can each be realized by a computer 70 shown in FIG. 6, for example. The computer 70 includes a CPU 71, a memory 72 as a temporary storage area, and a non-volatile storage unit 73. The computer 70 also includes an input / output interface (I / F) 74 to which input / output devices (not shown) are connected, and a read / write (R / W) unit 75 that controls reading and writing of data from and to a recording medium. The computer 70 also includes a network I / F 76 that is connected to a network such as the Internet. The CPU 71, memory 72, storage unit 73, input / output I / F 74, R / W unit 75, and network I / F 76 are connected to one another via a bus 77.

[0030] The storage unit 73 can be realized by a hard disk drive (HDD), a solid state drive (SSD), a flash memory, etc. The storage unit 73 as a storage medium stores a program for causing the computer 70 to function. The CPU 71 reads the program from the storage unit 73, expands it in the memory 72, and sequentially executes the processes contained in the program.

[0031] <Function of Management System 10>

[0032] Next, the operation of the management system 10 of this embodiment will be described. First, a situation will be described in which a manufacturer's representative operates the seller terminal 18 to register the product to be sold, the distributor acting as the sales agent for the product, and various other information in the management server 12.

[0033] The person in charge of the manufacturer operates seller terminal 18 to input product information representing the product to be sold into seller terminal 18. At this time, the processing routine shown in FIG. 7 is executed.

[0034] In step S100, the seller terminal 18 receives the product information input by the manufacturer's representative, and then transmits the input product information to the management server 12.

[0035] In step S102, the management server 12 receives the product information transmitted in step S100 and stores it in the information storage unit 122 of the management server 12.

[0036] An example of a product information registration scene is shown in Figure 8. As shown in Figure 8, a manufacturer's representative operates their own seller terminal 18 to access management server 12 and display product registration screen 100 on the display unit of seller terminal 18. Then, the manufacturer's representative presses button 100A on product registration screen 100 to start the product information registration process.

[0037] When button 100A is pressed, product registration screen 100 switches to the screen shown in Fig. 9. The manufacturer's representative enters product information for the product to be sold into screen 100, including product name 100B, product code 100C, product unit price 100D, remuneration unit price 100E, product page URL 100F, and a check box 100G indicating whether or not to use a paper application form. The manufacturer's representative also registers image file 100H of a product application form for the product to be sold by pressing button 100I labeled "Add Product Application Form."

[0038] If the screen in Fig. 9 is scrolled downward, it will switch to the screen shown in Fig. 10. The manufacturer's representative presses button 100K labeled "Add Product Catalog" shown in Fig. 10 to register image file 100J of the product catalog of the products to be sold.

[0039] After completing the above-described registration of product information, the manufacturer's representative presses a preview button (not shown) to display screen 101 shown in Fig. 11 on the display unit of seller terminal 18. Note that the application form URL preview 101A field on screen 101 is for previewing the application screen described below.

[0040] After the product information registration is complete and a predetermined time has elapsed, screen 101 in FIG. 11 switches to screen 102 shown in FIG. 12. On screen 102 in FIG. 12, publication status 102A is "waiting for publication," product catalog 102B is available for download, and URL "https: / / previw.com" has been added to application form URL preview field 102C. When this URL is pressed, an application screen, described below, is displayed. Note that this application screen is automatically or semi-automatically generated from image 100H of the paper application form on screen 100 provided by the manufacturer using known technology (e.g., trained AI generated by a machine learning algorithm, etc.).

[0041] In this way, product information for sales representation by the agent is registered by the manufacturer's person in charge.

[0042] In step S104, the manufacturer's representative operates seller terminal 18 to input the agent information of the agent who will act as the sales agent for the product into seller terminal 18. For example, the manufacturer's representative may input the agent information of each of multiple agents into seller terminal 18. Then, seller terminal 18 transmits the input agent information to management server 12.

[0043] In step S106, the management server 12 receives the agency information transmitted in step S104 and stores it in the information storage unit 122 of the management server 12.

[0044] In step S108, the manufacturer's representative operates seller terminal 18 to input product allocation information indicating which agent is to be assigned as a sales representative for which product into seller terminal 18. Then, seller terminal 18 transmits the input product allocation information to management server 12.

[0045] In step S110, the management server 12 receives the product allocation information transmitted in step S108, and stores it in the information storage unit 122 of the management server 12.

[0046] In this way, product information, agency information, and product allocation information are stored in the information storage unit 122 of the management server 12 for each manufacturer that is a seller, and the agency begins selling products provided by the manufacturer.

[0047] Next, we will explain a situation where the agent proposes a product to the user and accepts a purchase application from the user. In this situation, management server 12 updates the status information stored in information storage unit 122 in accordance with application information representing the product purchase application transmitted from seller terminal 18 or user terminal 16, or approval information representing approval from the seller transmitted from seller terminal 18.

[0048] First, the agent operates his / her own agent terminal 14 to input application information representing a product purchase application from the user into the agent terminal 14. When the application information is input into the agent terminal 14, the processing routine shown in Fig. 13 is executed.

[0049] In step S200, the agent terminal 14 accepts first application information input by the agent's representative. This first application information includes identification information of the agent (e.g., agent ID) and identification information of the agent's representative (e.g., representative ID). The seller terminal 18 then transmits the input first application information to the management server 12.

[0050] In step S202, the control unit 120 of the management server 12 accepts the first application information transmitted in step S200 and stores it in the information storage unit 122 of the management server 12.

[0051] FIG. 14 shows an example of a first application screen on which first application information is entered. As shown in FIG. 14, the agent representative operates his / her agent terminal 14 to access the management server 12 and display the first application screen 103 on the display unit of the agent terminal 14. The agent representative then enters the following fields into the first application screen 103 as product application information: customer name 103A representing the name of the user who has applied to purchase the product; customer email address 103B, which is an example of the user's contact information; customer phone number 103C, which is an example of the user's contact information; product name 103D of the product for which the purchase request has been made; quantity of product 103E; payment site 103G, which is information about the payment site; payment method (e.g., one-time payment, etc.) 103H; and transfer fee 103I. The agent representative then confirms the entered content by pressing button 103J, which reads "Check preview with this content." To cancel the input, the agent representative presses button 103K. When button 103J is pressed, the first application screen 103 switches to screen 104 of FIG. 15. When the agent representative presses button 104A on screen 104, an application form URL is sent to the user terminal 16 corresponding to the contact information of the user who has applied to purchase the product. To cancel the input, the agent representative presses button 104B. As will be described later, when the user operates their own user terminal 16 to press this application form URL, a second application screen is displayed on the display unit of the user terminal 16.

[0052] In step S204, as described above, the control unit 120 of the management server 12 responds to the agent's representative pressing button 104A on screen 104 by transmitting the application form URL to the user terminal 16 corresponding to the contact information of the user who has submitted the product purchase application. For example, the management server 12 transmits the application form URL via an email address or a message via a telephone number, which is the contact information.

[0053] This application URL contains the identification information of the agency and the agency's representative. Therefore, when this application URL is clicked, it is immediately clear which agency and which representative are responsible for the product application. It is also immediately clear that the user has accessed the site corresponding to the application URL. The application URL is an example of location information that indicates the location of the second application screen on the network and includes the identification information of the agency corresponding to the agency terminal.

[0054] In step S206, in response to the processing of step S204, the control unit 120 of the management server 12 sets the status information stored in the information storage unit 122 to an unopened state, which indicates that the application screen has not been opened by the user.

[0055] In step S208, the user terminal 16 receives the application form URL sent from the management server 12 in step S204.

[0056] In step S210, the user operates his / her user terminal 16, views the email received in step S208, and clicks on the application form URL listed in the email to display the second application screen on the display unit of the user terminal 16.

[0057] In step S212, in response to access to the second application screen by pressing the application form URL, the management server 12 updates the status information stored in the information storage unit 122 from an unopened state to an application waiting state. This application waiting state indicates that the application screen is waiting for input by the user.

[0058] When the application form URL is pressed, a second application screen 106 is displayed, as shown in Fig. 16. This second application screen 106 allows the user to make a new application to purchase the product, and also allows the user to confirm the application to purchase the product again.

[0059] The user operates their own user terminal 16 to input second application information into the second application screen 106 of Fig. 16. For example, the user inputs the second application information into each of the fields for company name 106A, which is the name of their company, department name 106B, name 106C, and email address 106D. Then, when the user presses button 106E labeled "Confirm input contents" on the second application screen 106 of Fig. 16, a preview screen of the contents to be sent is displayed, and by further pressing a button (not shown) to confirm the contents, the second application information is sent to the management server 12 and stored in the information storage unit 122.

[0060] Specifically, in step S214, the user terminal 16 accepts the second application information input by the user.

[0061] In step S216, the control unit 120 of the management server 12 stores the second application information input via the user terminal 16 in the information storage unit 122.

[0062] Next, in step S218, in response to receiving the second application information from the user terminal 16, the control unit 120 of the management server 12 transmits approval request information representing an approval request for the second application information to the seller terminal 18.

[0063] In step S220, the control unit 120 of the management server 12 updates the status information stored in the information storage unit 122 from a waiting for application status to a waiting for approval from the seller status.

[0064] In step S222, the seller terminal 18 receives the approval request information transmitted from the management server 12 in step S220, and in response thereto, displays a predetermined approval request screen on its own display unit.

[0065] The person in charge at the manufacturer who operates the seller terminal 18 inputs approval information indicating approval into the seller terminal 18.

[0066] In step S224, seller terminal 18 accepts the approval information entered by the manufacturer's person in charge and transmits the approval information to management server 12.

[0067] In step S226, the management server 12 receives the approval information transmitted from the seller terminal 18 in step S224, and stores the approval information in the information storage unit 122.

[0068] In step S228, in response to receiving the approval information in step S226, the management server 12 updates the status information stored in the information storage unit 122 from a waiting for approval state to a seller approved state.

[0069] In step S230, in response to receiving the approval information in step S228 above, the management server 12 updates the sales performance information representing the sales performance of the agent stored in the information storage unit 122 based on the identification information (e.g., agent ID) of the agent terminal 14 to which the approval information was sent.

[0070] In addition, in each of the above steps, if an input error by the user is discovered, for example, the agent or manufacturer's person operates their own terminal to output a request signal to the user terminal 16 requesting correction of the input. When this request signal is sent from the seller terminal 18 or the agent terminal 14 to the user terminal 16 via the management server 12, the control unit 120 of the management server 12 updates the status information stored in the information storage unit 122 to "returning."

[0071] Next, a situation will be described in which a person in charge of an agency or a person in charge of a manufacturer operates his or her own terminal to view status information and sales performance information relating to a product purchase application.

[0072] After the first application information for a product is registered in the management server 12 via the agency terminal 14, the status information for that application can be viewed at any time. To this end, a manufacturer's or agency's representative operates their own terminal to send a request signal to the management server 12, requesting viewing of the status information or sales performance information. In response to the request signal, the control unit 120 of the management server 12 acquires the status information or sales performance information stored in the information storage unit 122, and controls the display unit of the seller terminal 18 or agency terminal 14 to display the status information.

[0073] For example, regarding the status information, a screen 107 such as that shown in Fig. 17 is displayed. On this screen, status information 107A such as "Unopened," "Waiting for application," "Waiting for approval," "Returned," and "Approved" are displayed as the "Status" for each transaction.

[0074] By viewing screen 107 as shown in FIG. 17, the manufacturer's or agency's personnel can check the progress of the application for each product. For example, if the status "Waiting for application," which indicates that there is no input from the user on the application screen, continues for a long period of time, the agency's personnel can take action such as inquiring about the user. Furthermore, if the status "Waiting for approval" by the manufacturer's personnel continues for a long period of time, the agency's personnel can take action such as inquiring about the manufacturer's personnel. This allows the agency to properly manage product sales and ensure smooth product sales by the agency.

[0075] 18 is displayed for sales performance information and status information. This screen displays statistical information 108A, which is status information such as "unopened," "waiting for application," "waiting approval," "returned," and "approved."

[0076] Furthermore, "Top 3 Sales by Agency (This Month)" 108B is displayed as sales performance information by agency. Furthermore, "Top 3 Sales by Agency Member (This Month)" 108C is displayed as sales performance information by person in charge.

[0077] By viewing the screen 108 shown in FIG. 18, the manufacturer's or agency's personnel can check which agency has achieved good sales results and which person in charge has a good sales record.

[0078] In the example of FIG. 13, the second application information is input via the user terminal 16, but the present invention is not limited to this.

[0079] For example, as shown in Fig. 19, the second application information may be input via the agency terminal 14. An example of when such processing is performed is when the application form type field 100G shown in Fig. 9 is checked and a paper application form is submitted by the user to the agency.

[0080] If the application form type field 100G shown in FIG. 9 is checked, in step S300 of FIG. 19, the agent representative enters the first application information into the first application screen 105 as shown in FIG. 20. Specifically, the agent representative enters the following fields as the first application information: product name 105A, quantity 105E, 105G, payment site 105F, payment method 105H, and transfer fee 105I. Furthermore, the agent representative uploads completed application form data 105B by pressing completed application form data 105C. This completed application form data is application form data corresponding to the paper application form provided by the user. Furthermore, the agent representative enters their own contact information 105D.

[0081] 20, the control unit 120 of the management server 12 transmits the URL of the second application screen to the agency terminal 14.

[0082] Then, in step S308, the agent terminal 14 receives the email sent from the management server 12 in step S304.

[0083] In step S310, the agency representative operates the agency terminal 14, views the email received in step S308, and clicks on the application form URL listed in the email to display the second application screen on the display unit of the agency terminal 14.

[0084] When the application form URL is pressed, for example, a second application screen 103 as shown in Fig. 14 is displayed. The agent's staff operates the agent terminal 14 and inputs the second application information into the second application screen 103 in Fig. 14.

[0085] Then, in step S314, the user terminal 16 accepts the application information input by the user.

[0086] In this way, when applying to purchase a product using a paper application form provided by the user, the user does not need to enter the second application information into the second application screen, and instead the agent's staff enters the second application information into the second application screen.

[0087] As described above, the management system according to this embodiment includes a management server, agent terminals representing terminals managed by each of multiple agents who act as product sales agents, a seller terminal representing a terminal managed by the product seller, and a storage unit that stores status information representing the progress of a product purchase order. The management server of the management system updates the status information stored in the information storage unit in response to application information representing a product purchase order sent from the agent terminal or approval information representing the seller's approval sent from the seller terminal. The management server then acquires the status information stored in the information storage unit in response to a request signal from the seller terminal or the agent terminal, and displays the status information on the display unit of the seller terminal or the agent terminal. This allows the progress of a product purchase order to be immediately and accurately grasped when a product is sold through multiple agents.

[0088] Furthermore, when the management server of this embodiment receives application information, it sends approval request information representing an approval request for the application information to the seller terminal, and updates the status information stored in the information storage unit from a state waiting for application for a product purchase application to a state waiting for approval by the seller, and when it receives approval information representing the seller's approval of the approval request information, it updates the status information stored in the information storage unit from a state waiting for approval to a state approved by the seller.

[0089] Furthermore, the information storage unit of the management server of this embodiment further stores sales performance information representing the sales performance of the agent, and when the status information is updated to the approved state, the sales performance information of the agent corresponding to the identification information is updated based on the identification information of the agent terminal.Then, in response to a request signal from the seller terminal or the agent terminal, the management server acquires the sales performance information stored in the information storage unit and displays the sales performance information on the display unit of the seller terminal or the agent terminal.This makes it possible to immediately and accurately grasp the sales performance of the agent or agent's representative when products are sold through multiple agents.

[0090] The management system of this embodiment further includes a user terminal representing a terminal managed by a user purchasing a product. In this case, when the management server of the management system receives first application information representing a product application entered into the first application screen via an agency terminal, the management server transmits an application form URL, which is an example of location information representing the network location of the second application screen and including identification information of the agency corresponding to the agency terminal, to the user terminal corresponding to the contact information included in the first application information. The management server then updates the status information stored in the information storage unit to an unopened status, indicating that the second application screen is unopened. When the management server receives information representing access to the second application screen corresponding to the application form URL via the user terminal, the management server updates the status information stored in the information storage unit from an unopened status to an application-waiting status. When the management server receives second application information representing a product application entered into the second application screen via the user terminal, the management server updates the status information stored in the information storage unit from an application-waiting status to an approval-waiting status.

[0091] Furthermore, when the management server of the management system of this embodiment receives first application information, including a paper product application from a user, entered into the first application screen via an agency terminal, the management server transmits to the agency terminal an application form URL, which is an example of location information that indicates the network location of the second application screen and includes identification information of the agency corresponding to the agency terminal. The management server then updates the status information stored in the information storage unit to an unopened status, indicating that the second application screen is unopened. Furthermore, when the management server receives information indicating access to the second application screen corresponding to the application form URL via the agency terminal, the management server updates the status information stored in the information storage unit from an unopened status to an application-waiting status. When the management server receives second application information, representing a product application, entered into the second application screen via the agency terminal, the management server updates the status information stored in the information storage unit from an application-waiting status to an approval-waiting status.

[0092] Furthermore, in the management system of this embodiment, the first application screen or the second application screen is generated for each seller terminal by reading an application form prepared in advance for each seller.

[0093] The present invention is not limited to the above-described embodiment, and various modifications and applications are possible without departing from the spirit and scope of the present invention.

[0094] Furthermore, although the present specification has been described as an embodiment in which the program is pre-installed, the program may also be provided by being stored on a computer-readable recording medium. [Explanation of symbols]

[0095] 12 Management Server 14 Agent terminal 16 User terminals 18 Merchant Terminal 20 Network 70 Computer 73 Memory section 120 control section 122 Intelligence Memory Department

Claims

1. A management system including a management server, agent terminals representing terminals managed by a plurality of agents who act as sales agents for a product, a seller terminal representing a terminal managed by a seller of the product, and a memory unit that stores status information representing a progress status of a purchase application for the product, When application information representing an application for purchasing a product allocated to the agent transmitted from each of the agent terminals of a plurality of agents is received, approval request information representing an approval request for the application information is transmitted to the seller terminal, and the status information stored in the storage unit is updated from a status of waiting for application of the application for purchasing the product to a status of waiting for approval by the seller, In response to a request signal from the seller terminal or each of the agent terminals of the plurality of agents, the status information stored in the memory unit is acquired, and the status information is displayed on a display unit of the seller terminal or each of the agent terminals of the plurality of agents; The storage unit further stores sales performance information representing sales performance of the agent, When the status information is updated, the sales performance information of the agent corresponding to the identification information is updated based on the identification information of the agent terminal; In response to a request signal from the seller terminal or the agent terminal, the sales performance information stored in the storage unit is acquired, and the sales performance information is displayed on the display unit of the seller terminal or the agent terminal. Management server.

2. A management system including a management server, agent terminals representing terminals managed by a plurality of agents who act as sales agents for a product, a seller terminal representing a terminal managed by a seller of the product, and a memory unit that stores status information representing a progress status of a purchase application for the product, When application information representing an application for purchasing a product allocated to the agent transmitted from each of the agent terminals of a plurality of agents is received, approval request information representing an approval request for the application information is transmitted to the seller terminal; When approval information indicating approval by the seller for the approval request information is received, the status information stored in the storage unit is updated from a seller approval waiting state to a seller approved state; In response to a request signal from the seller terminal or each of the agent terminals of the plurality of agents, the status information stored in the memory unit is acquired, and the status information is displayed on a display unit of the seller terminal or each of the agent terminals of the plurality of agents; The storage unit further stores sales performance information representing sales performance of the agent, When the status information is updated, the sales performance information of the agent corresponding to the identification information is updated based on the identification information of the agent terminal; In response to a request signal from the seller terminal or the agent terminal, the sales performance information stored in the storage unit is acquired, and the sales performance information is displayed on the display unit of the seller terminal or the agent terminal. Management server.

3. The management system further includes a user terminal representing a terminal managed by a user who purchases the product; When first application information representing an application for a product entered into the first application screen via the agency terminal is accepted, location information representing the location on the network of the second application screen and including identification information of the agency corresponding to the agency terminal is sent to the user terminal corresponding to the contact information included in the first application information, and the status information stored in the memory unit is updated to an unopened status indicating that the second application screen is unopened, When information representing access to the second application screen corresponding to the location information is received via the user terminal, the status information stored in the storage unit is updated from the unopened status to an application waiting status; When second application information representing an application for a product input to the second application screen via the user terminal is accepted, the status information stored in the storage unit is updated from the application waiting state to an approval waiting state.

3. The management server according to claim 1.

4. When first application information including a paper product application from a user input into the first application screen via the agency terminal is accepted, location information representing the location on the network of the second application screen and including identification information of the agency corresponding to the agency terminal is sent to the agency terminal, and the status information stored in the memory unit is updated to an unopened status indicating that the second application screen is unopened, When information representing access to the second application screen corresponding to the location information is received via the agency terminal, the status information stored in the storage unit is updated from the unopened status to an application waiting status, When second application information representing an application for a product input to the second application screen via the agency terminal is accepted, the status information stored in the storage unit is updated from the application waiting state to an approval waiting state.

3. The management server according to claim 1.

5. generating the first application screen or the second application screen for each of the seller terminals by reading an application form prepared in advance for each of the sellers; 5. The management server according to claim 3 or claim 4.

6. For each seller, product information indicating the product to be sold, agency information which is information on the agency acting as a sales agent for the product, and product allocation information indicating which product is allocated to which agency are stored in the storage unit. The management server according to any one of claims 1 to 5.

7. The application information representing the product purchase application transmitted from the agent terminal includes at least one of the identification information of the agent and the identification information of the agent's staff member. The management server according to any one of claims 1 to 6.

8. a display unit of the seller terminal or the agent terminal displays a sales ranking of the agent or agent's staff as the sales performance information; 3. The management server according to claim 1.

9. A management system comprising a management server, agent terminals representing terminals managed by a plurality of agents who act as sales agents for a product, a seller terminal representing a terminal managed by a seller of the product, and a memory unit that stores status information representing the status of a purchase application for the product, The agent terminal of each of the plurality of agents transmits application information representing an application to purchase the product allocated to the agent to the management server; When the management server receives the application information, it transmits approval request information representing an approval request for the application information to the seller terminal, and updates the status information stored in the storage unit from a status of waiting for application of the product purchase application to a status of waiting for approval by the seller; The seller terminal or each of the agent terminals of the plurality of agents acquires the status information stored in the storage unit and displays the status information on its own display unit; The storage unit further stores sales performance information representing sales performance of the agent, When the status information is updated, the sales performance information of the agent corresponding to the identification information is updated based on the identification information of the agent terminal; In response to a request signal from the seller terminal or the agent terminal, the sales performance information stored in the storage unit is acquired, and the sales performance information is displayed on the display unit of the seller terminal or the agent terminal. Management system.

10. A management system comprising a management server, agent terminals representing terminals managed by a plurality of agents who act as sales agents for a product, a seller terminal representing a terminal managed by a seller of the product, and a memory unit that stores status information representing the status of a purchase application for the product, The agent terminal of each of the plurality of agents transmits application information representing an application to purchase the product allocated to the agent to the management server; When the management server receives the application information, it transmits approval request information representing an approval request for the application information to the seller terminal, and when it receives approval information representing the seller's approval for the approval request information, it updates the status information stored in the storage unit from a seller approval waiting state to a seller approved state; The seller terminal or each of the agent terminals of the plurality of agents acquires the status information stored in the storage unit and displays the status information on its own display unit; The storage unit further stores sales performance information representing sales performance of the agent, When the status information is updated, the sales performance information of the agent corresponding to the identification information is updated based on the identification information of the agent terminal; In response to a request signal from the seller terminal or the agent terminal, the sales performance information stored in the storage unit is acquired, and the sales performance information is displayed on the display unit of the seller terminal or the agent terminal. Management system.

11. 3. A management method in which the management server according to claim 1 executes each process.

12. 3. A management program for causing a computer constituting the management server according to claim 1 to execute each process.

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