JP2009237999A - Estimation request system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide an estimation request system capable of performing transaction without anxiety. <P>SOLUTION: The estimation request system is provided with an evaluation database 22 storing the evaluation information of customers, and outputs the evaluation information of each customer when selecting the customer transmitting an estimation request. This can provide an estimation request system that can perform transaction without anxiety. Evaluation information estimated by each branch office is managed unitarily in the evaluation database 22. Consequently, the evaluation information can be shared among respective branch offices, and the evaluation information of other branch offices can be reflected. <P>COPYRIGHT: (C)2010,JPO&INPIT

Description

  The present invention relates to a technique for making an estimate request with confidence in a commercial transaction.

Many products of a system in which an estimate requester selects a necessary article from the Web and obtains an estimate are provided. For example, Patent Literature 1 describes a system that supports commercial transactions via the Internet. Patent Document 2 describes a system that includes a database storing product information and supports the creation of an estimate. Patent Document 3 describes a system that records and discloses the contents of negotiations between an orderer and a contractor and draws out better conditions.
JP 2002-189877 A JP 2002-109289 A JP 2002-102732 A

  However, in a system that collects quotations based on complex specification conditions and performs re-estimation or price negotiations based on changes in conditions, there is no system in which a client can perform a transaction with peace of mind by confirming the evaluation of the business partner. In any case of Patent Documents 1 to 3, it does not provide the customer's credit information or the like, and is not a system for conducting transactions with peace of mind.

  This invention is made | formed in view of the above, The place made into the subject is providing the estimate request system which can confirm the evaluation information of a customer and can trade safely.

  The quote request system according to the present invention is a quote request system for requesting a quote from a supplier, a supplier database storing supplier information relating to the supplier, and evaluation information storing evaluation information representing the evaluation of the supplier. A database, an extraction means for extracting customer information that matches the conditions of the matter requested from the supplier database, an output means for reading and outputting the evaluation information corresponding to the extracted customer information from the evaluation information database, and a request for quotation It is characterized by having a selection means for accepting selection of a business partner for transmitting the message, and a transmission means for transmitting a request for quotation to the selected business partner.

  In the present invention, the estimate requester can provide an estimate request by providing an evaluation information database storing evaluation information representing the evaluation of the supplier and outputting evaluation information about the supplier that matches the requested project. The evaluation information can be referred to at the time of selecting a business partner to be transmitted, and it is possible to provide an estimate request system capable of performing business with peace of mind.

  In the above quote request system, each base has an evaluation terminal connected to the quote request system via a network, and the evaluation information represents an evaluation of a business partner for each base, and the evaluation terminal uses the evaluation information. It is characterized in that the evaluation information of other bases can be referred to when updating.

  In the present invention, when the evaluation of the business partner for each base is updated, the evaluation information of other bases can be referred to, so that the evaluation information can be shared without waste. In addition, since the evaluation information of other bases with respect to the business partner can be referred to at the time of requesting an estimate, the business can be conducted with more peace of mind.

  ADVANTAGE OF THE INVENTION According to this invention, the evaluation request system which can confirm the evaluation information of a supplier and can be traded in peace can be provided.

  Hereinafter, embodiments of the present invention will be described with reference to the drawings.

  FIG. 1 is a schematic diagram showing a configuration of an estimate request system in the present embodiment.

  As shown in FIG. 1, the quotation request system includes a quotation request apparatus 10 connected to an in-house network 30 and an external network 50. A supplier database 21, an evaluation database 22, and an estimate database 23 are connected to the estimate request apparatus 10. The estimate requester accesses the estimate request apparatus 10 from the requester terminal 31 via the in-house network 30. The estimate request apparatus 10 transmits an estimate request to the supplier terminals 51a, 51b, 51c via the external network 50. The supplier transmits an estimate reply from the supplier terminals 51a, 51b, 51c to the estimate request apparatus 10 via the external network 50. In addition, screening terminals 32a, 32b, and 32c are connected to the in-house network 30. The examiner inputs the examination status of the business partner to the estimate request apparatus 10 via the in-house network 30 by the examiner terminals 32a, 32b, and 32c. Although not shown, the request for quotation apparatus 10 is connected to a firewall or an authentication server for the external network 50, and security measures are taken.

  FIG. 2 is a block diagram showing the configuration of the quotation requesting apparatus 10. The quote request apparatus 10 shown in the figure includes an input unit 11, an output unit 12, a transmission unit 13, an answer reception unit 14, and a management unit 15. A supplier database 21, an evaluation database 22, and an estimate database 23 are connected to the management unit 15. The estimate request device 10 may be configured by a computer including an arithmetic processing device, a storage device, a memory, and the like, and the processing of each unit may be executed by a program. This program is stored in a storage device included in the quotation requesting apparatus 10, and can be recorded on a recording medium such as a magnetic disk, an optical disk, or a semiconductor memory, or provided through a network. Details of each part will be described below.

  The supplier database 21 stores information about each supplier. The stored information includes, for example, basic information such as company name, address, telephone number, person in charge, etc., or transactions such as solutions that can be provided, service areas, and required qualifications stipulated by law. There is information that serves as a condition for narrowing down the destination candidates.

  Evaluation database 22 stores evaluation information of each business partner. The evaluation information is information that can be used as a reference when making a request for an estimate such as the examination status indicating the creditworthiness of the business partner or the recommended status for each solution.

  The estimate database 23 stores information related to the estimate transmitted from the business partner.

  The input unit 11 inputs information necessary for an estimate request, such as registration of a project for requesting an estimate and selection of a business partner, from the requester terminal 31. Further, the evaluation information of the business partner is input from the terminals in charge of examination 32a, 32b, 32c.

  The output unit 12 outputs, to the client terminal 31, supplier information stored in the supplier database 21, supplier evaluation information stored in the evaluation database, and information relating to estimates stored in the estimate database 23. Further, the customer evaluation information stored in the evaluation database 22 is output to the reviewing terminals 32a, 32b, and 32c that update the evaluation information.

  The transmission unit 13 transmits an estimate request to the supplier terminals 51a, 51b, 51c.

  The answer receiving unit 14 receives an estimated answer from the supplier terminals 51a, 51b, 51c.

  The management unit 15 stores the information input by the input unit 11 and the answer reception unit 14 in each database, reads the information stored in each database, and outputs the information from the output unit 12 and the transmission unit 13 to various terminals.

  Next, the operation of the quotation request system will be described with reference to the drawings. FIG. 3 is a flowchart showing a flow of an operation for requesting a quote using the quote request system. 4 to 8 are screens displayed on the requester terminal 31 by the output unit 12 of the quote requesting apparatus 10 when making a quote request. The information input on these screens is input from the requester terminal 31 to the input unit 11 of the estimate request apparatus 10 via the in-house network 30 and stored in the estimate database 23 by the management unit 15.

  First, the estimate requester accesses the estimate request apparatus 10 through the requester terminal 31 and registers the project (step S301). FIG. 4 is a screen for registering project information. In the screen shown in FIG. 4, enter the customer name, project name, main solution, region and target price, and register the project. The project information input by the client terminal 31 is input to the input unit 11 via the in-house network 30 and stored in the estimation database 23 by the management unit 15.

  Subsequently, members are registered in the project (step S302). FIG. 5 is a screen for registering member information. In the screen shown in FIG. 5, the member information input by the client terminal 31 is input to the input unit 11 via the in-house network 30 and is stored in the estimate database 23 in association with the project by the management unit 15. Members registered in the project will be contacted in response to events related to the project, such as when a quote response is sent from the supplier who requested the quote.

  After inputting information related to the project, a supplier is selected (step S303). The selection of business partners is first performed based on information that is a condition for narrowing down business candidate candidates such as main solutions and regions. When the estimate requester clicks the supplier candidate narrowing down button on the screen shown in FIG. 6, the management unit 15 searches the supplier database 21 for a supplier that meets the narrowing conditions, and evaluates evaluation information related to the searched supplier. Read from database 22. The obtained supplier information and evaluation information are transmitted to the client terminal 31 by the output unit 12 via the in-house network 30.

  FIG. 7 is a screen that prompts the estimate requester to select a business partner. In the upper part of the screen shown in the figure, a portion for specifying a further narrowing-down condition is displayed. In the lower part of the screen, a list of supplier names is displayed together with evaluation information such as examination status and recommendations. The supplier list displayed here is a list of suppliers that meet the filtering conditions. A check box for prompting selection is arranged to the left of the supplier name. The requester of quotation selects a business partner who makes a request for quotation by checking this check box. Since the evaluation information is displayed together with the supplier name, the estimate requester can select the supplier who makes the estimate request with reference to the evaluation information.

  After selecting a business partner to send a request for quotation, a request for quotation is sent to each business partner (step S304). FIG. 8 is a screen for transmitting an estimate request to the business partner selected in step S303. In the screen shown in the figure, project information is displayed in the upper part, the part for inputting information related to the request for quotation, such as reply deadline, request name and comment, is displayed in the middle part, and a list of suppliers to send the quotation request is displayed in the lower part. Has been. When the estimate requester inputs the reply deadline, the request name, and the comment and clicks the upper right request button, the transmission unit 13 transmits the estimate request to the supplier list displayed in the lower row. The request for quotation is made by an electronic mail in which information necessary for the quotation such as a reply deadline, a request name, and a comment is described.

  Thereafter, the business partner who has received the quote request creates an estimate and transmits it to the quote requesting apparatus 10 through the business partner terminals 51a, 51b, 51c. The reply acceptance unit 14 of the quote requesting apparatus 10 stores the received quote reply in the quote database 23. The estimate reply is made by the supplier accessing the estimate request apparatus 10 via the external network 50 and sending an estimate, inputting a reply amount, a comment, and the like. Also, the quote requesting apparatus 10 that has received the quote reply notifies the members of the project that the quote reply has been received.

  FIG. 9 is a screen on which the quote requester confirms the quote response status. In the upper part of the screen shown in FIG. 9, information on the project is displayed, and in the lower part, a list of quotation responses from business partners is displayed. The quote requester confirms the quote response status and requests the quote again or changes the project contents. Of course, when the request for quotation is made again, it is possible to delete or add a business partner who transmits the request for quotation.

  Next, evaluation information that is helpful when sending an estimate request will be described.

  One of the evaluation information is the examination status indicating the creditworthiness of the business partner. If the customer's creditworthiness is high, it is possible to trade with peace of mind, and if the creditworthiness is low, it is necessary to trade carefully. The examination status is represented by, for example, dividing into several categories or attaching evaluation points.

  FIG. 10 shows a screen on which the examiner registers or updates the examination status. The screening status is updated by the screening staff at each branch. When the examiner registers the examination status, the estimate request apparatus 10 is accessed via the in-house network 30 by the examiner terminals 32a, 32b, and 32c. By selecting one of the five categories that indicate the review status, “Excluded”, “Performance based on actual results,” “Direct Review”, “Credit Check”, and “Unperformed” Register and update the examination status. “Excluded” means that the business partner is not subject to examination. For example, when the business partner is a country, a local public organization, a group company, etc., it is not subject to examination. “Performance based on actual results and facts” means that the examination is based on past transaction results. “Direct implementation” means that the person in charge of the examination conducted the investigation. “Credit survey” means that an examination was conducted based on the survey results of an external survey company. “Unimplemented” means not implemented. In addition, when the “Confirmation required” check box at the lower right is checked, notification is made that confirmation is required regardless of the registered examination status. The registered examination status is stored in the evaluation database 22 and is presented to the quote requester when selecting a business partner to send the quote request.

  The person in charge of screening is assigned to each headquarters and each branch. On the screen shown in FIG. 10, the examination status of the headquarters, branch A and branch B is displayed. Each examiner can change the examination status he / she is in charge of by reflecting the examination status of other examiners. If the review status changes, the notification will be sent to other reviewers. In addition, information on a business partner whose screening status has been changed by the screening staff is notified to the members of the project related to the business partner. In this way, by managing the examination status in a unified manner, the estimate requester can make an estimate request with reference to the examination status.

  In addition, the evaluation information includes, for example, recommended information indicating that it is a recommended business partner. The recommended information is also stored in the evaluation database 22 in the same manner as the examination status. For example, the recommendation information is given to each supplier for each solution. An estimate requester can make an estimate request with reference to the recommended information. The update of the recommended information is also performed by the reviewer accessing the estimate request apparatus 10 via the in-house network 30 by the reviewer terminals 32a, 32b, and 32c in the same manner as the review status. The recommended information is updated by selecting a solution recommended for the business partner. For example, in a table in which the business partners are arranged vertically and the solutions are arranged side by side, a solution checked with respect to the business partner is recommended by checking a check box at a location where the business partner and the solution intersect. Of course, different persons may be assigned to the examiner who updates the examination status and the examiner who updates the recommended information.

  Therefore, according to the present embodiment, the estimate request system includes the evaluation database 22 storing the evaluation information of the business partners, and outputs the evaluation information of each business partner when selecting the business partners to which the estimate request is transmitted. Thus, it is possible to provide an estimate request system that enables transactions with peace of mind.

  According to the present embodiment, the evaluation information evaluated by each branch is centrally managed by the evaluation database 22, so that the evaluation information can be shared among the branches and the evaluation information of other branches can be reflected. It becomes possible. In addition, the evaluation information is reflected on a business partner judged to be dangerous by an examination person in charge of any branch office, and it becomes possible to contact a project member at the time of business partner selection or negotiation.

It is a mimetic diagram showing the composition of the estimate request system in one embodiment. It is a block diagram which shows the structure of the estimate request apparatus of the said estimate request system. It is a flowchart which shows the flow of the process at the time of the estimate request of the said estimate request system. It is a figure for demonstrating the screen which registers a project in the said estimate request system. It is a figure for demonstrating the screen which registers a member in the said estimate request system. It is a figure for demonstrating the screen which narrows down a supplier in the said estimate request system. It is a figure for demonstrating the screen which selects a supplier in the said estimate request system. It is a figure for demonstrating the screen which transmits an estimate request in the said estimate request system. It is a figure for demonstrating the screen which confirms an estimate reply in the said estimate request system. It is a figure for demonstrating the screen which registers the examination status in the said estimate request system.

Explanation of symbols

DESCRIPTION OF SYMBOLS 10 ... Quote request apparatus 11 ... Input part 12 ... Output part 13 ... Transmission part 14 ... Reply reception part 15 ... Management part 21 ... Supplier database 22 ... Evaluation database 23 ... Estimation database 30 ... Internal network 50 ... External network 31 ... Request Terminal 32a, 32b, 32c ... terminal in charge of examination 51a, 51b, 51c ... supplier terminal

Claims (2)

A quotation request system for requesting a quotation from a business partner,
A supplier database storing customer information related to the customer;
An evaluation information database storing evaluation information representing the evaluation of the supplier;
Extraction means for extracting the supplier information that matches the conditions of the matter requested from the supplier database;
Output means for reading out and outputting the evaluation information corresponding to the extracted supplier information from the evaluation information database;
A selection means for accepting selection of the business partner to send the request for quotation;
Transmitting means for transmitting a request for quotation to the selected business partner;
A quote request system characterized by comprising: Each site has an evaluation terminal connected to the quotation request system via a network,
The evaluation information represents the evaluation of the supplier for each base,
The quote request system according to claim 1, wherein when the evaluation information is updated by the evaluation terminal, the evaluation information of another base can be referred to.

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