JP2008037531A - Commodity ordering amount calculating device - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a commodity ordering amount calculating device relatively easy to introduce without restricting introducing sources or depending on the operating environment of a system. <P>SOLUTION: The commodity ordering amount calculating device acquires a shipment and sales plan, calculates by-rank parameters in accordance with the acquired shipment and sales plan as well as stored by-rank shipment/sales ratios, by-rank inventory rates and by-rank actual daily shipment and sales results, calculates the reference inventory quantity of each commodity in accordance with the calculated by-rank parameters and the stored by-commodity actual daily shipment and sales results, and calculates the ordering amount of each commodity in accordance with the calculated reference inventory quantity and stored estimated inventory quantity. <P>COPYRIGHT: (C)2008,JPO&INPIT

Description

  The present invention relates to a merchandise order quantity calculation apparatus that calculates a merchandise order quantity based on a standard stock quantity of merchandise.

  So far, Patent Documents 1 to 4 and the like have been disclosed as conventional techniques relating to inventory management of products.

  In Patent Document 1, for each product shipped to a retail store or a store such as a companion wholesaler, the shipment amount for a certain period in the past is calculated, the number of shipment days is counted, and the shipment amount is divided by the number of shipment days from those values. An invention relating to an inventory management method that obtains an average shipment amount per day on the shipment date and uses a value obtained by multiplying the average shipment amount as a base by a coefficient is disclosed.

  In Patent Document 2, (1) the item, shipment amount, shipment amount, and shipment date for each product are input, (2) the input shipment data is stored, and (3) the stored shipment data is used. The shipment data in the latest fixed period is taken out, the total shipment amount is calculated for each item from the fetched shipment data, and the total shipment amount is divided by the number of shipment days to obtain the average shipment amount per day on the shipment date ( 4) Calculate the total shipping amount for each item, (5) store the average shipping amount and total shipping amount for each item as a file for each item, and (6) calculate the total shipping amount for each item extracted from the item-specific file. Sort in descending order of the highest value, add the totals, group them by item based on the ranking of the total shipping value, and set the number of days to hold and the number of order points. Stores the number of days and the number of order points, and (8) sets the maximum stock for each product by multiplying the stored average shipment amount by the stored number of days, and (9) stored in the stored average shipment amount. An invention relating to an inventory management apparatus is disclosed in which an order point is set for each product by multiplying the order point days, and (10) the calculated maximum stock and order point for each item are displayed.

  Further, in Patent Document 3, shipping data including a shipping amount and a shipping date is input for each product, the input shipping data is stored, the stored shipping data is read, and management information relating to the product based on this shipping data Is generated for each product, and a first rank corresponding to the shipment amount is given to the product, and a second rank is given according to the number of shipping days, and rank information representing these first and second ranks. Discloses an invention relating to an inventory management device or the like that adds to each management information of a product, selects the management information of the product based on the first rank, and rearranges and displays the selected management information based on the second rank Has been.

  Further, Patent Document 4 stores shipping data including past shipment amount and shipping date of each product, and rank data including rank information corresponding to the number of shipping days of each product. From the shipping data, the shipping date of each product is stored. Calculate the average index, which is the ratio of the maximum daily shipment volume to the actual shipment volume, which is the average shipment volume per day, and use the rank data to determine the average value of the average index of products included in each rank. Calculate and set the number of order points holding days for each rank, and calculate and set the standard stock holding days for each rank by adding the number of days determined for each rank to the set order point holding days. Further, an invention relating to an inventory management apparatus that outputs product inventory management information using the order point retention days and the set reference inventory retention days is disclosed.

JP-A-8-212490 Japanese Patent No. 3177112 Specification JP 2000-053218 A JP 2000-168917 A

  However, since the conventional technology presupposes a high-precision inventory management system, the introduction destination is limited or depends on the operating environment of the system, and it is difficult to easily introduce it. there were.

  The present invention has been made in view of the above problems, and is a product order quantity calculation device that can be introduced relatively easily without limiting the installation destination or depending on the system operating environment. The purpose is to provide.

  That is, in order to solve the above-described problems and achieve the object, the product order quantity calculation device according to claim 1 according to the present invention is adjusted according to a shipment plan that is a shipment plan or a sales plan related to a product. A product order quantity calculating device for calculating an order quantity of the product based on a standard stock quantity of the product, each of which is provided for a shipment record or a sales record related to the product and a predetermined index Rank-by-rank shipping / sales ratio, which is a ratio of the sales / sales results for the products belonging to the rank, an inventory rate by rank, which is the inventory rate of the products belonging to each rank, and the products belonging to each rank Actual shipment and sales results by rank that are the actual shipment and sales results of actual days, and actual and actual shipment and sales results by product that are the actual shipments and sales results of the actual day related to the product, and predetermined A storage unit that stores an assumed inventory amount that is an inventory amount of the product that is assumed at the time when a predetermined number of days have elapsed from the time, a shipping sales plan acquisition unit that acquires the shipping sales plan, and the shipping sales Based on the shipping sales plan acquired by the plan acquisition means and the shipping sales ratio by rank, the inventory ratio by rank, and the actual daily sales sales results by rank stored in the storage means, the reference inventory amount of the product is determined. Based on rank-specific parameter calculation means for calculating a rank-specific parameter that is a parameter for adjustment, the rank-specific parameter calculated by the rank-specific parameter calculation means, and the commodity-specific actual shipment sales results stored in the storage means A reference inventory quantity calculating means for calculating the reference inventory quantity of the product, and the reference inventory quantity calculating means Based on the assumption inventory stored in a quasi-inventory and the storage means, characterized in that and a order quantity calculating means for calculating the order amount of the product.

  According to a second aspect of the present invention, there is provided the commodity order quantity calculating device according to the first aspect, wherein the rank-specific parameter calculating means includes the shipment sales plan and the rank-specific shipment sales. By dividing the shipping sales plan for each rank based on the ratio, a rank-by-rank shipping sales plan creating means for creating a shipping sales plan by rank that is the shipping sales plan for the product belonging to each rank; Rank-based inventory for creating a rank-specific inventory plan, which is an inventory plan for the products belonging to each rank, based on the rank-specific shipping sales plan and the rank-specific inventory ratio created by the rank-specific shipment sales plan creation means The plan creation means, the rank-specific inventory plan created by the rank-specific inventory plan creation means, and the rank-based actual shipment sales results Based on, and further comprising a, a semi by rank parameter calculating means for calculating the rank-specific parameter.

  Further, the product order quantity calculation device according to the present invention is the above-described product order quantity calculation device, wherein the standard stock quantity validity evaluation means for evaluating the validity of the reference stock quantity calculated by the reference stock quantity calculation means. And rank-specific parameter adjustment means for adjusting the rank-specific parameters calculated by the rank-specific parameter calculation means based on the evaluation result of the reference inventory quantity validity evaluation means.

  According to a third aspect of the present invention, there is provided the commodity order quantity calculating device according to the first or second aspect, wherein the index setting means for setting the index and the index setting means are set. Rank setting means for setting a plurality of ranks for the index that has been set, and the shipment and sales results and the inventory results related to the product acquired in advance, and the index and rank setting means that are set by the index setting means Based on a plurality of ranks, the shipment sales results and inventory results for each rank are aggregated by the ranks, and the results of aggregation by the ranks are calculated. And a rank-by-rank shipping sales ratio, etc. calculating means for calculating the rank-by-rank shipping sales ratio and the rank-by-rank inventory ratio. In characterized in that stored the rank Shipment sold ratio and the rank-specific inventory rate are those respectively, calculated by the rank Shipment sales ratio such calculation means.

  According to a fourth aspect of the present invention, there is provided the commodity order quantity calculating device according to any one of the first to third aspects, wherein the shipment and sales plan relates to a special sale commodity. In this case, the storage means further stores a standard special sale shipment sales ratio, which is a ratio of the standard product in the shipment sales results to the special sale product, and the standard stored in the shipment sales plan and the storage means. It is further characterized by further comprising a shipment / sale plan dividing means for dividing the shipment / sale plan into those related to the standard product and those related to the sale product based on the sale / sale ratio.

  According to a fifth aspect of the present invention, there is provided the commodity order quantity calculating device according to the fourth aspect, wherein the pre-acquired shipment / sales result is obtained as a frequency of shipment or sales of the commodity. The frequency / quantity-focused shipment sales performance totaling means that pays attention to the relationship between a certain shipment / sales frequency and the shipment quantity or sales volume of the product, and the frequency / quantity-focused shipment sales performance totaling means The minimum value of the shipping sales frequency is searched based on the aggregation result, and the shipment sales quantity corresponding to the searched minimum value is divided into those related to the basic product and those related to the special sale product. Based on the boundary value setting means that is set as the boundary value when performing, and the boundary value set by the boundary value setting means and the shipment sales results, Based on the shipment and sales results dividing means for dividing the items related to goods and those related to the special sale products, the shipment and sales results relating to the standard products divided by the shipment and sales result division means, and the shipment sales results relating to the special sale products, A standard special sales shipment sales ratio calculation means for calculating the standard special sales shipment sales ratio, and the basic special sales shipment sales ratio stored in the storage means is calculated by the standard special sales shipment sales ratio calculation means. It is characterized by that.

  According to the present invention, a shipment sales plan is acquired, and the rank-specific parameters are calculated based on the acquired shipment sales plan and the stored shipment sales ratio by rank, inventory ratio by rank, and actual shipment sales by rank. The standard inventory quantity of the product is calculated based on the rank-specific parameters and the stored actual shipment sales results by product, and the order quantity of the product is calculated based on the calculated basic inventory quantity and the stored estimated inventory quantity. There is an effect that it can be introduced relatively easily without limiting the destination or depending on the operating environment of the system.

  Embodiments of a product order quantity calculation apparatus according to the present invention will be described below in detail with reference to the drawings. In addition, this invention is not limited by this Embodiment.

  First, the configuration of the product order quantity calculation apparatus 100 according to the present embodiment will be described with reference to FIG. FIG. 1 is a block diagram showing the configuration of the product order quantity calculation apparatus 100, and conceptually shows only the portion related to the present invention. The merchandise order quantity calculation apparatus 100 includes a control unit 102 such as a CPU that centrally controls the merchandise order quantity calculation apparatus, a communication device such as a router, and a wired or wireless communication line such as a dedicated line. A communication interface unit 104 that connects the amount calculation device to the network 300 in a communicable manner, a storage unit 106 that stores various databases, tables, files, and the like, and an input / output interface unit 108 that connects to the input device 112 and the output device 114 These parts are connected to be communicable via an arbitrary communication path.

  The network 300 has a function of connecting the product order quantity calculation device 100 and the external system 200 so that they can communicate with each other, and is, for example, the Internet or a LAN. The external system 200 is connected to the product order quantity calculation device 100 via the network 300 so as to be able to communicate with each other. The external system 200 is an external database related to shipment results or various parameters, etc. It has a function to provide an external program for calculating the standard stock quantity and the order quantity. In addition, the external system 200 may be configured as a WEB server, an ASP server, or the like, and the hardware may be configured by an information processing apparatus such as a commercially available workstation or personal computer and its attached apparatus. Each function of the external system 200 is realized by a CPU, a disk device, a memory device, an input device, an output device, a communication control device, and the like in the hardware configuration of the external system 200 and a program for controlling them.

  The storage unit 106 is a storage unit, and for example, a memory device such as a RAM or a ROM, a fixed disk device such as a hard disk, a flexible disk, an optical disk, or the like can be used. As shown in the figure, the storage unit 106 includes a shipment sales plan file 106a, rank-specific parameter file 106b, reference inventory amount file 106c, shipment / sales result file 106d, rank-by-rank shipment / sales ratio file 106e, and actual shipment by product. A sales record file 106f is stored.

  The shipment / sales plan file 106a stores a shipment / sales plan that is a shipment plan (shipment amount, shipment quantity) in a period unit (for example, monthly) related to a product or a sales plan (sales amount, sale quantity) in a period unit related to a product. Here, the information stored in the shipment sales plan file 106a will be described with reference to FIG. FIG. 2 is a diagram illustrating an example of information stored in the shipment sales plan file 106a. As shown in FIG. 2, the shipment / sales plan file 106a correlates the shipment / sales plans for all products, the shipment / sales plans for standard products, and the shipment / sales plans for special-priced products for each period (for example, every month). Store.

  Returning to FIG. 1, the rank-specific parameter file 106 b stores rank-specific parameters that are parameters for adjusting the reference stock quantity of the product. Here, information stored in the rank-specific parameter file 106b will be described with reference to FIG. FIG. 3 is a diagram illustrating an example of information stored in the rank-specific parameter file 106b. As shown in FIG. 3, the rank-specific parameter file 106b includes a shipment / sales plan for all products, a shipment / sales plan for standard products, a shipment / sales plan for sale products, an inventory plan for all products, and an inventory for standard products. The plan, the inventory plan for sale products, and the rank-specific parameters are stored in association with each other for each rank.

  Returning to FIG. 1, the reference stock quantity file 106 c includes a standard stock quantity (maximum stock quantity) of a product, an assumed stock quantity that is a stock quantity assumed when a predetermined number of days have elapsed from a predetermined time point, Stores the order quantity of the product. Here, the information stored in the reference stock quantity file 106c will be described with reference to FIG. FIG. 4 is a diagram illustrating an example of information stored in the reference stock quantity file 106c. As shown in FIG. 4, the reference stock quantity file 106 c includes product identification information for uniquely identifying a product such as a product name and a product code, a reference stock quantity, an assumed stock quantity, and an order quantity. Store in association with.

  Returning to FIG. 1, the shipment sales record etc. file 106d includes a shipment result (shipment amount, shipment quantity) in a period unit (for example, monthly unit) or a sales result (shipment amount, shipment) in a period unit (for example, monthly unit) for the product. Stores the actual sales volume of sales. Here, the information stored in the file 106d such as the shipment sales record will be described with reference to FIG. FIG. 5 is a diagram illustrating an example of information stored in the file 106d such as a shipment / sale result. As shown in FIG. 5, the shipment sales record etc. file 106d relates to a standard product in a shipment sales record for all products, a shipment sales record for a standard product, a shipment sales record for a special sale product, and a shipment sales record for all products. Are stored in association with each other for each period (for example, every month).

  Returning to FIG. 1, the rank-by-rank shipment / sales ratio file 106e is a ratio of the shipment / sales performance for all products to the shipment / sales ratio by rank, which is the ratio of the shipment / sales performance for the products belonging to each rank. In addition, the inventory ratio by rank, which is the inventory ratio of products belonging to each rank, is stored. Here, information stored in the rank-by-rank shipping sales ratio etc. file 106e will be described with reference to FIG. FIG. 6 is a diagram illustrating an example of information stored in the rank-by-rank shipping sales ratio etc. file 106e. As shown in FIG. 6, the rank-by-rank shipping sales ratio etc. file 106e includes the shipping sales results for all products, the shipping sales results for standard products, the shipping sales results for special products, the inventory results for all products, and the standard products. Inventory results, inventory results for sale products, shipment sales ratio by rank, and inventory rate by rank are stored in association with each other for each rank.

  Returning to FIG. 1, the product-by-product daily shipment / sale result file 106 f stores the product-by-product actual-day shipment / sale result. Here, the information stored in the product-by-product actual-day shipment / sale result file 106f will be described with reference to FIG. FIG. 7 is a diagram illustrating an example of information stored in the product-by-product daily shipment / sale result file 106f. As shown in FIG. 7, the product-by-product real-day shipment / sale result file 106 f displays product identification information, actual-day shipment / sales results (actual-day shipment / sales amount, actual-day shipment / sales quantity), and corresponding ranks. Store in association with. In addition, the shipment sales results by rank, which are actual shipment sales results for the products belonging to each rank, can be created by aggregating the information stored in the actual shipment sales results file 106f by product for each rank. Therefore, it is assumed that it is stored in the actual shipment / selling result file 106f for each product.

  Returning to FIG. 1, the communication interface unit 104 mediates communication between the product order quantity calculation device 100 and the network 300 (or a communication device such as a router). That is, the communication interface unit 104 has a function of communicating data with other terminals via a communication line.

  The input / output interface unit 108 is connected to the input device 112 and the output device 114. Here, in addition to a monitor (including a home television), a speaker or a printer can be used as the output device 114 (the output device 114 may be described as a monitor below). In addition to the keyboard, mouse, and microphone, the input device 112 can be a monitor that realizes a pointing device function in cooperation with the mouse.

  The control unit 102 has an internal memory for storing a control program such as an OS (Operating System), a program defining various processing procedures, and necessary data, and executes various processes based on these programs. Information processing. As shown in the figure, the control unit 102 is roughly divided into a shipment sales plan acquisition unit 102a, a shipment sales plan division unit 102b, a rank-specific parameter calculation unit 102c, a reference inventory amount calculation unit 102d, and a reference inventory amount validity evaluation. Unit 102e, rank-specific parameter adjustment unit 102f, order quantity calculation unit 102g, order execution unit 102h, index setting unit 102i, rank setting unit 102j, rank-by-rank shipping sales results totaling unit 102k, and rank Shipment / sales ratio calculation unit 102m, frequency / quantity-focused shipment / sale result totaling unit 102n, boundary value setting unit 102p, shipment / sale result division unit 102q, and standard sale / sale / sale ratio calculation unit 102r .

  The shipping sales plan acquisition unit 102a acquires a shipping sales plan for all products. When the shipment / sales plan acquired by the shipment / sales plan acquisition unit 102a includes those related to the special sale product, the shipment / sales plan division unit 102b, based on the shipment / sale plan and the ratio of the standard special sale / sales sales stored in the storage unit 106, The shipping and sales plan is divided into those related to standard products and those related to special sales products.

  The rank-specific parameter calculation unit 102c acquires the shipment / sales plan acquired by the shipment / sales plan acquisition unit 102a (specifically, the shipment / sales plan for the standard product divided by the shipment / sales plan division unit 102b) and the rank stored in the storage unit 106. The rank-specific parameters are calculated based on the separate shipment / sales ratio, the rank-specific inventory ratio, and the rank-based actual-day shipment / sales results. Here, the rank-specific parameter calculation unit 102c further includes a rank-specific shipment sales plan creation unit 102c1, a rank-specific inventory plan creation unit 102c2, and a quasi-rank parameter calculation unit 102c3. The rank-by-rank shipping sales plan creation unit 102c1 divides the shipping sales plan by rank based on the shipping sales plan and the ratio of shipping sales by rank, thereby shipping by rank, which is a shipping sales plan for products belonging to each rank. Create a sales plan. The rank-specific inventory plan creation unit 102c2 creates a rank-specific inventory plan, which is an inventory plan for products belonging to each rank, based on the rank-specific shipment sales plan and the rank-specific inventory rate created by the rank-specific shipment sales plan creation unit 102c1. create. The quasi-rank parameter calculation unit 102c3 calculates rank-specific parameters based on the rank-specific inventory plan created by the rank-based inventory plan creation unit 102c2 and the rank-specific actual shipment sales results.

  The reference inventory quantity calculation unit 102d calculates the reference inventory quantity of the product based on the rank-specific parameters calculated by the rank-specific parameter calculation unit 102c and the actual daily shipment sales results by product stored in the storage unit 106. When the rank-specific parameter adjustment unit 102f, which will be described later, adjusts the rank-specific parameter, the reference inventory amount calculation unit 102d performs the adjustment of the rank-specific parameter and the product-specific actual shipment sale stored in the storage unit 106. Based on the actual result, the reference stock quantity of the product may be calculated again.

  The reference inventory quantity validity evaluation unit 102e evaluates the validity of the reference inventory quantity calculated by the reference inventory quantity calculation unit 102d. The rank-specific parameter adjustment unit 102f adjusts the rank-specific parameters calculated by the rank-specific parameter calculation unit 102c based on the evaluation result of the reference inventory quantity validity evaluation unit 102e.

  The order quantity calculation unit 102g calculates the order quantity of the product based on the reference inventory quantity calculated by the reference inventory quantity calculation unit 102d and the assumed inventory quantity stored by the storage unit 106. The order execution unit 102h executes an order for a product based on the order quantity calculated by the order quantity calculation unit 102g.

  The index setting unit 102i displays a desired index (for example, the number of shipments and shipments, the shipment and sales frequency, the shipment and sales volume per day, the shipment and sales volume, the number of distribution stores, the shipment and sales volume (POS) per shipment, and the shipment and sales amount). , Shipping sales days, day of the week vibration, etc.). The rank setting unit 102j causes the user to set a desired plurality of ranks for the index set by the index setting unit 102i. The shipping sales results by rank totaling unit 102k, based on the shipping sales results and the inventory results related to the products acquired in advance, the indexes set by the index setting unit 102i and the plurality of ranks set by the rank setting unit 102j, Aggregate sales performance and inventory performance by rank. The rank-by-rank shipment / sales ratio calculation unit 102m calculates the rank-by-rank shipment / sales ratio and the rank-by-rank inventory ratio based on the tabulation result of the rank-by-rank shipment / sale result tabulation unit 102k.

  The frequency / quantity-focused shipment / sales performance totaling unit 102n focuses on the relationship between the shipment / sales frequency, which is the shipment frequency or the sales frequency of the product, and the shipment / sales volume, which is the shipment or sales volume, of the product. And then aggregate. The boundary value setting unit 102p searches for the minimum value of the shipping sales frequency based on the result of counting by the frequency / quantity focused shipping sales result totaling unit 102n, and determines the shipping sales quantity corresponding to the searched minimum value as the shipping sales result. It is set as a boundary value when dividing into items related to standard items and items related to special sales items. Based on the boundary value set by the boundary value setting unit 102p and the shipment and sales results, the shipment and sales result dividing unit 102q divides the shipment and sales results into items related to standard products and items related to special sales products. The standard special sales shipment sales ratio calculation unit 102r calculates the standard special sales shipment sales ratio based on the shipment sales results related to the standard products and the sales sales results related to the special sales products divided by the shipment sales result division unit 102q.

  In the above configuration, main processing performed by the control unit 102 of the product order quantity calculation apparatus 100 will be described with reference to FIG. FIG. 8 is a flowchart showing an example of main processing performed by the control unit 102. In this description, in the predetermined storage area of the storage unit 106, the shipping sales ratio by rank, the stock ratio by rank, the actual daily sales sales results by rank, the actual daily sales sales results by product, the assumed inventory quantity, and the standard special sales shipment It is assumed that the sales ratio is stored in advance.

  First, the control unit 102 acquires, in the shipment / sales plan acquisition unit 102a, a period-by-period shipment / sale plan for all products including special sale products (including new products), and stores the acquired shipment / sale plan in the shipment / sales plan file 106a. Store in a predetermined storage area (step SA-1). The shipping and sales plan has a lot of human factors, and the shipping and sales plan for standard products is balanced at a certain level, but the sales and sales plan for special sale products and new products is created with human intention, Considering that it is not appropriate to set it uniformly in the device, capture what the user created.

  Next, the control unit 102 performs the shipment / sale based on the shipment / sale plan obtained in step SA-1 and the standard special sale / sale / sale ratio stored in a predetermined storage area of the storage unit 106 in the shipment / sale plan dividing unit 102b. The plan is divided into those related to the standard product and those related to the special sale product, and the shipment / sales plan related to the divided standard product and the shipment / sales plan related to the special sale product are stored in a predetermined storage area of the shipment / sales plan file 106a (step SA-2). ). That is, by applying the standard special sales shipment sales ratio, the sales plan for the standard product and the sales plan for the special product are obtained from the monthly sales plan for all the products. In addition, we analyze the past results and make a database of the ratio of the standard special sales and sales, but if the past past results can be accumulated, the standard special sales and sales ratio of the same month of the previous year can be used, so one year has passed since the introduction. If so, the division accuracy is further improved.

  Here, in step SA-1, in addition to the shipment / sales plan for all products, a shipment / sales plan for special sale products may also be acquired. In addition, when the shipment / sales plan for the special sale product is also acquired in Step SA-1, the shipment / sales plan for the basic sale product is subtracted from the shipment / sales plan for the special sale product in Step SA-2. To divide.

  Next, the control unit 102 uses the rank-specific parameter calculation unit 102c to determine the shipment / sales plan for the standard product divided in step SA-2, the shipment / sales ratio for each rank stored in a predetermined storage area of the storage unit 106, and the inventory for each rank. The rank-specific parameters are calculated for each rank based on the rate and the actual shipment sales results by rank, and the calculated rank-specific parameters are stored in a predetermined storage area of the rank-specific parameter file 106b (step SA-3: rank-specific) Parameter calculation process).

  Here, an example of the rank-specific parameter calculation process performed by the rank-specific parameter calculation unit 102c will be described with reference to FIG. FIG. 9 is a flowchart illustrating an example of rank-specific parameter calculation processing performed by the rank-specific parameter calculation unit 102c.

  First, the rank-specific parameter calculation unit 102c divides the shipment / sales plan for each rank based on the shipment / sales plan for the standard product and the ratio of the shipment / sales for each rank by the rank-based shipment / sales plan creation unit 102c1, thereby obtaining the standard product. The rank-by-rank shipping sales plan is created for each rank, and the created rank-by-rank shipping sales plan is stored in a predetermined storage area of the rank-specific parameter file 106b (step SB-1). Specifically, by multiplying the shipping sales plan for the standard product and the shipping sales ratio by rank, the rank-based shipping sales plan for the standard product is created for the number of ranks.

  Next, the rank-specific parameter calculation unit 102c is a rank-specific inventory plan creation unit 102c2, and the rank-specific inventory for the standard product is based on the rank-specific shipping sales plan and the rank-specific inventory rate created in step SB-1. A plan (a rank-specific inventory plan linked to a rank-specific shipment sales plan) is created for each rank, and the created rank-specific inventory plan is stored in a predetermined storage area of the rank-specific parameter file 106b (step SB-2). Specifically, the rank-specific inventory plan for the standard product is created by the number of ranks by multiplying the shipment-based sales plan by rank for the standard product and the inventory rate by rank. Here, the rank-specific parameters may be created at the initial stage of introduction, and thereafter, the created parameters are automatically determined and the rank-specific parameters are appropriately changed. Further, the inventory ratio by rank is calculated based on the past shipment sales results (may be calculated by further adding the target value unique to the introduction destination), and is stored in advance in the storage unit 106 as a database. It is necessary to clarify the relationship between the separate inventory rate and the overall inventory rate. Maintenance of the inventory ratio by rank is not necessary. An inventory plan according to rank may be aggregated to create an overall inventory plan. In addition, in the shipment / sales plan, there are generally several shipment / sales forecasts, such as the expected shipment / sales of basic products, the expected shipment / sales due to special factors such as special sale products, and the expected shipment / sales of new products. Is. Therefore, it is desirable to extract items related to standard products from such a sales plan and reflect them in the inventory plan. However, as stocks must be held without distinction between standard products and special sales products, we will maintain proper overall inventory levels while excluding special sales products and new products from the overall shipping sales plan. There is a need.

  Next, the rank-specific parameter calculation unit 102c is a sub-rank-specific parameter calculation unit 102c3, and the rank-specific inventory plan (inventory holding plan linked to the shipment sales plan) and the rank-specific actual date created in step SB-2. Based on the shipment sales results (the latest daily shipment sales results by rank stored in the storage unit 106 before performing this main process), the rank-specific parameters are calculated for each rank, and the calculated rank-specific parameters are calculated as rank-specific parameters. The file is stored in a predetermined storage area of the equal file 106b (step SB-3). More specifically, the rank-specific parameters are calculated by dividing the rank-specific inventory plan for the standard product by the rank-specific daily shipment sales results.

The rank-specific parameter calculation unit 102c may calculate the rank-specific parameters according to the following procedures 1 to 3, for example.
(Procedure 1) A period-by-period inventory plan for a standard product is created by multiplying a period-by-period shipment sales plan for the standard product by a period-unit inventory rate preset by the user (see FIG. 10). Note that the inventory rate set by the user is constantly verified by “inventory amount ÷ sales amount / 1”.
(Procedure 2) A rank-based inventory plan for a standard product is created for each rank by multiplying the inventory plan for each period related to the standard product and the shipping sales ratio by rank.
(Procedure 3) A rank-specific parameter is calculated by dividing a rank-specific inventory plan for a standard product by a rank-based actual-day shipment / sales result.

  This completes the description of an example of the rank-specific parameter calculation processing.

  Here, the inventory plan related to the standard product and the inventory plan related to the special sale product may be created by utilizing the shipment / sales plan related to the standard product and the sale / sale plan related to the special sale product divided in Step SA-2. Specifically, the inventory plan for a standard product (monthly inventory value) is created by multiplying the shipment / sales plan for a standard product (monthly shipment / sales plan) by the user's preset standard product inventory rate. To do. Since the inventory plan for monthly sales (monthly stock value) is difficult to separate on a regular basis due to the short stock retention period, the sales sales plan for monthly sales (monthly sales and sales plan) and the average of previously sold sales products Created by multiplying by the inventory rate. The average inventory rate of special sale products is calculated by dividing the average inventory performance (average inventory value during the period) for pre-sale products by the shipment sales performance (monthly shipment sales results) for all products including standard products and special sales products. To calculate. The average inventory performance (average inventory value) for the special sale product is calculated from the shipment sales performance (monthly shipment sales performance) for all products. Multiply the calculated average inventory rate by the number of business days to calculate the inventory retention period for the sale item. The sum of the inventory plan (for example, stock price) related to the standard product and the inventory plan (for example, stock price) related to the special sale product becomes the inventory plan (for example, monthly target stock price) for all products.

  Since it is basic to order and deal with special sale products in advance, it seems that there is no point in managing the special sale product by creating an inventory plan for special sale products. Since it is necessary to clarify the stock of the special sale product in the stock of all the products, the inventory level of the special sale product is calculated as a criterion for judging whether the stock amount of the special sale product is an acceptable level. Compare with the current inventory. In addition, the inventory plan for the standard product is a reference inventory amount controlled by the machine, but the inventory plan for the special sale product is a guideline value for evaluating the stock held. In other words, since special sale products have a short stock holding period, an average stock is introduced and a target value is planned. The inventory plan for the special sale product is not an inventory plan for each product, but an inventory plan for the whole special sale product. As a result, the inventory plan increases or decreases in conjunction with the sales plan.

  Moreover, the same value may be set for the inventory rate of the standard product and the average inventory rate of the special sale product. Further, the created inventory plan for the standard product and the inventory plan for the special sale product may be stored in the storage unit 106 as an inventory plan table as shown in FIG. In addition, in order to clarify the difference between the shipping sales result and the shipping sales plan when the shipping sales result is captured, the difference may be calculated and stored in the inventory plan table shown in FIG. This difference is used as a material for the difference analysis (see FIG. 23).

  Returning to FIG. 8, the control unit 102 uses the reference inventory quantity calculation unit 102 d to calculate the reference stock of the product based on the rank-specific parameters calculated in Step SA-3 and the actual daily shipment sales by product stored in the storage unit 106. The quantity is calculated, and the calculated reference stock quantity is stored in a predetermined storage area of the reference stock quantity file 106c (step SA-4). Specifically, the standard stock quantity of the product is calculated by multiplying the rank-specific parameter and the actual daily shipment sales result by product. In addition, as shown in FIG. 24, you may total the reference | standard stock amount for every goods calculated by step SA-4 in a rank unit.

  The description up to this point has been about how to determine the reference stock quantity. However, according to the product order quantity calculation apparatus 100 according to the present embodiment, for example, even if the stock level is determined based on the departmental sales plan of the stock management unit. Good. In addition, according to the product order quantity calculation apparatus 100 according to the present embodiment, for example, the reference inventory quantity may be determined by utilizing a sales plan that varies every month. Thereby, it is possible to easily set the reference stock quantity by sliding the sales plan.

  Until now, the number of days parameter has been set based on past performance, so the inventory amount has been following the change in sales. However, if the number of weeks to be referred to is long, the base inventory quantity is calculated reflecting the past performance so far, so inventory will become excessive and it will take considerable time to adapt to the actual situation of inventory management. It was.

  Therefore, in order to have the necessary inventory, an inventory plan that complies with the sales plan is required. In this embodiment, the monthly inventory plan is created by multiplying the monthly sales plan by the inventory rate. Also, in order to calculate the base stock and automatically change the stock according to the sales plan, in this embodiment, the base stock is calculated according to the sales plan, and a new parameter (by rank) is calculated from the calculated base stock. Parameter) and set the stock for each product using the calculated parameter.

  Here, the points to keep in mind when calculating the reference stock quantity of the product will be described. It is necessary that the inventory held as the reference inventory amount has the touch range of shipping in addition to the order quantity that is constantly determined. The standard stock quantity of the product obtained from the current parameters only reflects the stock management level so far, so by clarifying the buffer part included here, the standard stock quantity is more accurate. Can be calculated. Specifically, as shown in FIG. 12, the reference stock quantity is calculated by adding the estimated order quantity (predicted shipment quantity (order quantity) + buffer a) and the expected fluctuation quantity (buffer b). As a result, the weight of the buffer portion becomes clear, and the reference stock quantity can be calculated with higher accuracy. As shown in FIG. 12, there are two types of buffers. There are a buffer b for determining the reference stock quantity and a buffer a for determining the order quantity. The buffer b is the expected fluctuation amount in addition to the predicted shipment amount. Buffer a is for absorbing sales fluctuations until arrival. The buffer b is a value obtained by subtracting the predicted shipment amount (order point amount) from the reference inventory amount. The buffer a is an average value (one day + α) regarding the touch width of the shipment calculated from the total of the shipment results.

  Returning to FIG. 8, the control unit 102 evaluates the validity of the reference stock amount calculated in step SA-4 by the reference stock amount validity evaluation unit 102e (step SA-5). Specifically, by multiplying the standard inventory amount of the product and the average unit price of the product, the total value of the standard inventory value of all the products is obtained, and the difference between the total value and the inventory plan (for example, the inventory plan by rank) is calculated. The obtained difference is output as an evaluation result.

  Next, the control unit 102 adjusts the rank-specific parameter calculated in step SA-3 based on the evaluation result in step SA-5 by the rank-specific parameter adjustment unit 102f, and the adjusted rank-specific parameter is ranked by rank. The data is overwritten and stored in a predetermined storage area of the parameter file 106b (step SA-6).

  Next, the control unit 102 calculates the reference stock quantity of the product based on the rank-specific parameters adjusted in Step SA-6 and the actual daily shipment sales results by product stored in the storage unit 106 in the reference stock amount calculation unit 102d. The calculation is performed again, and the calculated reference stock quantity is overwritten and stored in a predetermined storage area of the reference stock quantity file 106c (step SA-7).

  Here, the evaluation of the validity of the reference stock quantity, the adjustment of the parameters for each rank, and the recalculation of the reference stock quantity will be described in detail. In this embodiment, in order to determine whether the reference stock amount calculated in step SA-4 is an appropriate amount, an ordering simulation is performed on the reference stock amount. Then, the reference stock quantity is determined by collating with the result of the ordering simulation, it is determined whether or not the determined reference stock quantity is different from what is originally set, and the rank-specific parameters are adjusted as necessary.

  In conventional inventory management systems, a product management base is created in which products are classified by rank, and preset parameters are associated with products in the classification to determine the standard inventory quantity, order point, etc. It was. As described above, once the parameters are set, it is considered that there is almost no need to touch them later. In addition, although there is a slight delay in time with respect to fluctuations in sales volume, the inventory we have will be able to respond to fluctuations in sales volume over time, so it is considered that automatic calculation of parameters is unnecessary. It was. However, it has been found that holding inventory in accordance with the sales plan is important for the advancement of inventory management, and that the needs are high. However, if an attempt is made to adjust the inventory amount according to the sales plan, it cannot be handled without operating the parameters. This “process for manipulating parameters” was a major factor that abandoned the introduction of an inventory management system for many companies. Originally, the inventory value and the inventory amount are management decisions that have extremely high strategic factors that should be determined based on the company's management plan, but even if an actual management plan is presented, conventional inventory management Since the system determines the stock based on the past performance without adjusting the parameters, the stock amount and the stock amount could not be finally adjusted. For this reason, in the conventional inventory management system, it is necessary to manually operate and adjust the parameters so that the target inventory amount is reached. On the other hand, in the present embodiment, the parameters can be automatically adjusted, and the process of manually operating the existing parameters is omitted.

  Specifically, when there are many out-of-stock items, a grace rate is set in advance, and the rank-specific parameters are adjusted so that the reference stock quantity falls within the range. Here, since the two buffers are included in the setting of the reference stock amount as described above, the value of the buffer portion is lowered when the reference stock amount is large. Of the two buffers, the buffer a is also used in daily operations, so the focus is usually on the buffer b. If there is a difference between the target amount and the total of the reference stock amount, the difference portion corresponds to the buffer b, so the difference buffer b is lowered.

  Specifically, in the relationship between the daily order results and the standard stock quantity, we constantly compare the standard product quantity and the standard stock quantity, which excludes the special sales results from the order results, and evaluate the validity of the standard stock quantity. To do. Although it is unlikely that the daily shipment results will exceed the standard inventory amount, the actual shipment results at the time of comparison with the actual shipment results at the time of comparison are compared with the actual shipment results on the day, resulting in a deviation of n% or more. Encourage the user when there is In addition, a report is created while encouraging arousal, and the divergence width is arbitrarily set in the report, and a guideline value is created from analysis of past results and provided to the user. In addition, the shipping results are integrated and the moving average value is continuously finely reported, for example, the moving average for two days, the moving average for three days, and the moving average for four days.

  In addition, when inconvenience occurs in the rank-specific parameters once calculated, the difference between the reference stock quantity for each product and the reference stock quantity for each rank is analyzed, and the rank-specific parameters are corrected according to the analysis result. At this time, a predicted shipment value is required in addition to the sales plan. For example, the standard stock quantity for each product is compared with the predicted order quantity, and if the standard stock quantity is lower than the predicted order quantity, the standard stock quantity is corrected for each product for the difference. For example, the reference stock quantity is corrected to N% times.

  Returning to the description of FIG. 8, the control unit 102 calculates the order quantity of the product at the order quantity calculation unit 102 g based on the reference inventory quantity recalculated in step SA-7 and the assumed inventory quantity stored in the storage unit 106. (Step SA-8). Specifically, based on the estimated inventory amount N days later calculated using the technology described in Japanese Patent Application Laid-Open No. 2006-178777, which is a patent application filed by the present applicant (the estimated inventory amount on the arrival date, the estimated estimated inventory amount). The order quantity is calculated by subtracting from the inventory quantity (see FIG. 13). Thereby, the order quantity can be calculated from the estimated stock quantity on the arrival date without having an order point. More specifically, the present embodiment is characterized in that it is not necessary to have an order point, and the order point is arbitrarily determined in the reference stock quantity. This is a mechanism that predicts the stock quantity when a few days have passed since the present time, and places an order when the stock runs out at that time. As a result, even for products having different delivery lead times, the order quantity can be accurately calculated using the same mechanism. Note that the ordering is an “irregular ordering” performed at any point in time, but since it determines the availability of the ordering by analyzing the required amount until the next ordering and the amount of stock held, it does not have a wasteful inventory, It is possible to construct a mechanism in which a product arrives when a certain stock runs out. Since the sales of goods change, the order point is not determined by the user, but is variable.

  For example, products with high seasonality such as chestnut kinton, plum bottle, and rakkyo vinegar have a sales characteristic that the sales quantity suddenly drops, especially when the seasonality is high. Therefore, for such products, it is written in the order management master (see FIG. 14) that the product is highly seasonal, and the reference number of weeks is set to the most recent week, so that the standard stock quantity can be reduced. It was possible to lower. On the other hand, if a simple forecast value is used as the reference inventory, the forecast value is an extension of the past performance, so even if the past performance declines, the standard value is a low value that reflects it extremely. It is difficult to present inventory quantities. However, in the technique described in Japanese Patent Laid-Open No. 2006-178777 utilized in the present embodiment, an appropriate method is determined and used from the exponential smoothing method and the method of reading the shipment interval as the predicted value calculation method. Since the exponential smoothing method has the characteristic that the latest sales performance is reflected in the decline in sales performance, the smoothing constant can be increased to strongly reflect the predicted value when sales declined. For example, the necessary amount calculated as the predicted value decreases. Therefore, if such a prediction is repeated every day, it will fit well with the actual situation. In this way, for products that are highly seasonal and classified as cautionary on the order management master, using the forecasting method, the forecast value from the next day is forcibly used when the sales performance of the product declines. To avoid securing more products than necessary. As shown in Fig. 14, the order management master format is based on the maker unit. However, the order date and delivery lead time may be different for each product category. Change the style accordingly. The order management master may have a classification of regular order and irregular order.

  Here, another example of how to determine the order quantity will be described. In the conventional method of determining the ordering point by using a predetermined parameter, an appropriate ordering according to the change in demand has not always been made. For example, when the degree of change in demand is severe, if the parameters do not change, the reflection on the order quantity will be delayed, and in some cases, the situation may occur that the product is out of stock or conversely the inventory becomes excessive. End up. For this reason, with the conventional method, it may not be possible to narrow down the inventory of products as expected, and it was impossible to achieve an order with few items out of stock while maintaining an appropriate inventory amount. . Therefore, in the present embodiment, the order quantity is calculated by utilizing the predicted value of the near future sales quantity calculated using the technique described in Japanese Patent Application Laid-Open No. 2006-178777, which is a patent application filed by the present applicant. In the technique described in Japanese Patent Laid-Open No. 2006-178777, an appropriate value is automatically determined from the two methods of calculating the predicted value of the exponential smoothing method and the interval method, and the predicted value is output. Thereby, an optimal prediction value can be derived at any time. For example, the order quantity is calculated by adding the expected sales quantity (predicted value) within the period, the shipment quantity corresponding to the lead time, and the amplitude quantity. Further, in order to anticipate the schedule according to the order date by utilizing the shipping forecast value for each day of the week, for example, the shipping forecast value for each day of the week is used as it is for ordering products for which shipping occurs every day. Specifically, as shown in FIG. 15, the sum of the lead time of the predicted values for each day of the week (circles shown in FIG. 15) and the safety value (α shown in FIG. 15) as the touch width are added. Make ordering data. The safe value as the touch width may be the actual shipment result (average value). In addition, for example, for ordering products with an interval in shipping (products whose shipping frequency is about once a week or less), the expected shipping amount is used, and the safe value (α shown in FIG. 15) as the touch width is Without using it, the order data is created by adding only the sum of the lead time of the forecast values for each day of the week (circles shown in FIG. 15).

  In addition, using the predicted value at the weekly level, it is possible to assume the inventory holding amount immediately before the time of delivery of the product, and consider dealing with out of stock at that time. The maximum value and the minimum value related to the shipping wave may be extracted and the values may be verified. In addition, since the shipment results of the special sale products are excluded, the shipment wave here is compared to the extent that the items of the standard product are captured.

  Returning to FIG. 8, the control unit 102 executes an order for a product at the order execution unit 102h based on the order quantity calculated at Step SA-8 (Step SA-9).

  This completes the description of an example of the main process performed by the control unit 102.

  As described above, the product order quantity calculation apparatus 100 acquires the shipment / sales plan, and based on the acquired shipment / sales plan and the stored standard sale / sale ratio, the shipment / sales plan is related to the standard product and the sale product. By calculating the rank-specific parameters based on the shipment sales plan for the standard products that have been divided and the stored shipment sales ratio by rank, inventory ratio by rank, and actual shipment sales performance by rank Calculate the basic inventory quantity of the product based on the parameters and the actual shipment sales results by product, evaluate the validity of the calculated basic inventory quantity, adjust the parameters by rank based on the evaluation result, and adjust the adjusted rank Recalculate the base inventory of the product based on the different parameters and actual shipment sales results by product, and store the calculated base inventory and On the basis of a constant amount of inventory, to calculate the order quantity of the product. As a result, even if it is difficult to introduce an inventory management system until now, the product order quantity calculation device 100 can be introduced, regardless of the size of the company that wants to introduce the system and the operating environment of the system. Can be introduced relatively easily. In addition, the order quantity can be calculated automatically in response to demand fluctuations without performing maintenance.

  In addition, the product order quantity calculation device 100 divides the shipping sales plan for each rank based on the shipping sales plan and the shipping sales ratio by rank, thereby creating a shipping sales plan by rank, which is a shipping sales plan for each rank. Based on the created rank-by-rank shipment sales plan and rank-by-rank inventory ratio, create a rank-by-rank inventory plan that is a rank-based inventory plan for products, and create the rank-by-rank inventory plan and rank-by-rank actual shipment sales results. Based on this, the rank-specific parameters are calculated.

  The rank-by-rank shipping sales ratio and the rank-by-rank inventory ratio stored in a predetermined storage area of the storage unit 106 may be calculated by the product order quantity calculation device 100. Specifically, the product order quantity calculation device 100 has an index set by a rank-by-rank shipping sales ratio calculation process performed by the control unit 102, a plurality of ranks are set for the set index, and acquired in advance. Shipment and sales results and inventory results, and based on the set index and set multiple ranks, the shipment and sales results and inventory results are aggregated for each rank, and the shipment sales ratio by rank and rank The inventory ratio may be calculated, and the calculated shipment sales ratio by rank and the calculated inventory ratio by rank may be stored in a predetermined storage area of the storage unit 106.

  Here, an example of the rank-by-rank shipping sales ratio calculation process performed by the control unit 102 will be described with reference to FIG. FIG. 16 is a flowchart illustrating an example of a rank-by-rank shipping sales ratio calculation process performed by the control unit 102.

  First, the control unit 102 causes the index setting unit 102i to cause the user to set only one desired index from an index list prepared in advance (step SC-1). In the index list, the number of shipment sales, the shipment sales quantity, the shipment sales amount, the shipment sales frequency, the number of distribution stores, the number of shipment sales days, the shipment sales quantity per day, the shipment sales quantity per time (for example, POS ( (Point Of Sale) receipt data), day of the week wave and other indices.

  Next, the control part 102 makes a user set a some rank with respect to the parameter | index set by step SC-1 by the rank setting part 102j (step SC-2). In addition, when the shipping sales frequency is set as an index in step SC-1, a plurality of ranks (numbers of shipping sales frequency) may be set in step SC-2 as shown in FIG. Note that once the rank is determined, product classification as shown in FIG. 17 can be performed without changing the rank thereafter.

  Returning to FIG. 16, the control unit 102 uses the rank-by-rank shipping sales results and the like totaling unit 102k to obtain the shipping sales results and stock results acquired in advance, the indices set in step SC-1 and the plurality set in step SC-2. Based on the rank, the shipping sales record and the inventory record are totaled for each rank (step SC-3: see FIG. 6).

  Returning to FIG. 16, the control unit 102 calculates the rank-by-rank shipment sales ratio and the rank-by-rank inventory ratio based on the tabulated result at step SC-3 in the rank-by-rank shipment sales ratio etc. calculation unit 102m (step SC−). 4: See FIG.

  Here, the conventional two-dimensional matrix shown in FIG. 18 is excellent for sorting products and determining their ranks according to their characteristics. However, when using the matrix, a high level of response is required for the system managed by the introduction destination, and the mechanism on the surface is complicated. For this reason, a classification system using a two-dimensional matrix can only be introduced by companies with advanced systems, and cannot be used anywhere. In the conventional two-dimensional matrix, the analysis axis (corresponding to “index” in the present embodiment) is fixed to the amount and the frequency. In other words, it was possible to create a product management infrastructure only with the analysis axes set in advance. For this reason, the conventional class classification mechanism based on a two-dimensional matrix has limited use scenes, introduction destinations, business types, and the like. As a result, for example, if the analysis axis of the matrix is not appropriate for a company that is considering the introduction of an automatic ordering system, the company will proceed to refrain from introducing the automatic ordering system. If so, the road of introduction was closed to available industries and business conditions. In other words, the introduction destination was narrowed down beforehand. Depending on the type of industry, it may be possible to effectively and practically use the classification system using the matrix by changing the analysis axis such as the amount of money and frequency to the analysis axis such as the shipment volume and the number of recipients. . In addition, the conventional two-dimensional matrix could not be used in the analysis to examine the contents of shipment and use it for new proposals.

  Therefore, in this embodiment, the classification system using the matrix is improved so that it can be used anywhere, regardless of the installation destination. Specifically, instead of setting a plurality of analysis axes as shown in FIG. 18, the analysis axis is limited to one analysis axis as shown in FIG. However, the analysis axis can be selected and set freely at the usage scene (at the start of analysis). In other words, by simplifying the conventional matrix (using the simple matrix), it can be used more easily while maintaining the functionality, and it can be easily used anywhere without limiting the usage scene or selecting the installation destination. I was able to introduce it. Thereby, since the user of the introduction destination can freely set the analysis axis, it is possible to capture the shipping wave unique to the industry of the introduction destination. In addition, since the analysis axis can be freely set, it can be used in various scenes other than ordering, for example, in the verification of hypotheses. In addition, since the analysis axis can be set on the spot while maintaining the degree of freedom, the analysis function is dramatically increased, and various data can be used in addition to ordering.

  Note that a multidimensional matrix shown in FIG. 19 that combines the conventional two-dimensional matrix shown in FIG. 18 and the matrix of the present embodiment shown in FIG. 17 may be used. Thus, the two analysis axes that are fixed can be left as they are, and the added analysis axes can be freely set from the list. In addition, it can be evaluated while actually collecting data, and new management indexes in practice can be seen. That is, the analysis function can be strengthened.

  This ends the description of an example of the rank-by-rank shipping sales ratio calculation process performed by the control unit 102.

  In addition, the product order quantity calculation device 100 aggregates the pre-acquired shipment sales results by paying attention to the relationship between the shipment sales frequency and the shipment sales quantity by the standard special sale shipment sales ratio calculation processing performed by the control unit 102, and the aggregation result Based on the search, find the minimum value of the shipment sales frequency, set the shipment sales quantity corresponding to the searched minimum value as the boundary value, and based on the set boundary value and the shipment sales result, Divided into products and products related to special sale products, and the ratio of standard special sale shipment / sales is calculated on the basis of the divided sale / sale results of standard products and the sale / sale results of special sale products. You may store in a predetermined storage area.

  Here, an example of a standard special sale shipment sales ratio calculation process performed by the control unit 102 will be described with reference to FIG. FIG. 20 is a flowchart illustrating an example of the rank-by-rank shipping sales ratio calculation process performed by the control unit 102.

  First, the control unit 102 aggregates the shipment / sales results acquired in advance by paying attention to the relationship between the shipment / sales frequency and the shipment / sales quantity in the frequency / quantity-focused shipment / sales result totaling unit 102n (step SD-1). Specifically, as shown in FIG. 21, a histogram is created by accumulating the shipping sales frequency at each shipping sales quantity with the shipping sales quantity of the product as the horizontal axis and the shipping sales frequency of the product as the vertical axis.

  Referring back to FIG. 20, the control unit 102 searches the minimum value of the shipment sales frequency based on the aggregation result in step SD-1 in the boundary value setting unit 102p, and sets the shipment sales quantity corresponding to the searched minimum value as the boundary. Set as a value (step SD-2). Specifically, in the case of the histogram shown in FIG. 21, there is only one place where the minimum value of the shipping sales frequency appears, and the shipment sales quantity corresponding to the minimum value is 4, so the boundary value (in FIG. 4 is set as the corresponding branch point.

  Here, in the histogram shown in FIG. 21 in which the shipment sales quantity is arranged on the horizontal axis in the shipment sales quantity unit and the result of accumulating the shipment sales frequency for each shipment sales quantity is the vertical axis, the value of the shipment sales frequency is the shipment sales. Generally, it gradually decreases as the quantity increases. However, against this movement, there may be a portion in the histogram where the shipping sales frequency increases (the portion where the shipping sales frequency protrudes) even though the shipping sales volume is large. And the said protrusion part is corresponded to sale goods. Since the appearance position of this protruding part differs for each product, it is impossible to separate all the products on the same basis. However, when the shipment results of all products are aggregated, a histogram showing changes as shown in FIG. 21 is obtained. If a histogram is drawn for each product and a protruding portion is captured, a branch point can be set for each product. From this point of view, it is possible to divide the shipment results into those for standard products and those for special sales products. Therefore, in the present embodiment, in step SD-2, when the ratio between the shipping sales frequency of the protruding portion in the histogram and the shipping sales frequency of the immediately preceding portion is N times or more or 1 / N times or less, The shipment sales quantity corresponding to the portion may be set as a branch point (corresponding to the boundary value). Specifically, in the case of the histogram shown in FIG. 22, the sales frequency gradually decreases from the smaller sales volume to the higher sales volume, and the sales frequency is prominent when the sales volume is 10 and 12. For example, sales The sales number 7 corresponding to the immediately preceding portion of the frequency protruding portion is set as a branch point.

  The method of matching the day of the week and the store name, and separating the shipment results that match the conditions from the shipment results as those of sale products may be combined with the method using the boundary value (branch point) according to the present embodiment. . As a result, it is possible to manage the standard product and the special sale product with higher accuracy.

  Further, the validity of the set boundary value (branch point) may be verified. Specifically, by dividing the sum of the shipping sales frequencies corresponding to the shipping sales volume below the boundary value (branch point) by the total of all shipping sales frequencies, the shipping sales composition ratio of the standard product is obtained, and this shipment The sales composition ratio is accumulated by element such as the category and characteristics of the product, and is made into a database, and the boundary value (branch point) is verified based on the accumulated shipment sales composition ratio. The shipping and sales composition ratio is highly convenient because it can be used all the time if it is created once as a database and there is no need to change it.

  Referring back to FIG. 20, the control unit 102 determines whether the shipment / sales results are related to the standard product and the special sale product based on the boundary value and the shipment / sales result set in step SD-2 in the shipment / sales result dividing unit 102q. (Step SD-3). Specifically, in the case of the histogram shown in FIG. 22, the sales frequency gradually decreases from the smaller sales volume to the higher sales volume, and the sales frequency is prominent when the sales volume is 10 and 12. The sales and sales results are divided into products corresponding to the protruding portions as sale products and other items as standard products. That is, the protruding portion is clarified from the histogram in which the shipment results within the period of the product unit are arranged side by side, and the product corresponding to the protruding portion is extracted as a sale item. As a result, the shipment and sales results held in the database are recorded separately from those related to special sales products and those related to standard products. Holding this track record for one year will enable you to capture the sales ratio of regular products and special sales products for the month. As for the average stock holding amount of the special sale product, if the stock holding amount is calculated from the sales plan by determining the stock of the special sale product for the month, the remainder is the stock of the standard product.

  Referring back to FIG. 20, the control unit 102 calculates the standard special sale shipment sales ratio based on the basic product shipment sales results and the special sale shipment results divided in step SD-3 in the standard special sale shipment sales ratio calculation unit 102r. Calculate (step SD-4).

  Here, since the absolute quantity of products shipped varies from product to product, it is difficult to determine how much the product is a sale item. However, at present, special sale products are extracted based on a uniform standard (extraction conditions) regarding the shipment amount. In addition, the general ordering system is based on the idea that the shipment and sales results are divided into those for standard products and those for special products at the entrance of the data, and only the sales and sales results of standard products are subject to ordering. It was difficult for many companies to extract. For this reason, there are many cases where companies cannot easily step even if they want to introduce an automatic ordering system. On the other hand, if the special sale product cannot be extracted, the data to be ordered becomes larger than necessary, and it becomes difficult to maintain an appropriate order quantity. In addition, until now, it was a mechanism to extract special sale products by using special sale product extraction conditions created by extracting special sale products in advance, so if the extraction conditions are not appropriate, the special sale products will be extracted correctly As a result, all products were targeted. As a result, the installation destination of the ordering system is limited. However, if the ordering system can only be used by companies with high management accuracy, the hurdle as an environmental factor for introduction becomes too high.

  Therefore, in the present embodiment, a special sale product is extracted from the manner of change in the shipment results (shipment wave) for all the products without selecting a product or being influenced by a specific standard. In other words, regularity is automatically searched from the time-series analysis of the shipment results, and a special sale product is extracted. In other words, after inputting data related to all the products as targets, the machine automatically extracts the sale products. As a result, analysis can be started for all data without extracting special sale products in advance, and sales waves of special sale products can be analyzed as the analysis progresses, It can be removed and the optimal ordering environment can be created anywhere.

  In addition, by extracting the shipping wave and smoothing it, the introduction environment for automatic ordering can be easily constructed. To that end, it is necessary to be able to extract the protruding part in the shipping wave at the time of data acquisition. . Also, pre-planned special sale information is obtained in advance, special sale plans are created as special sale plan masters, actual data and special sale plans are matched using the product name, date, and store name as extraction keys. May be extracted as a sale product and the result may be flagged. Also, by comparing the shipment volume per shipment with the actual shipment volume, extracting special sale products, and using the method of dividing the track record, the average period shipment volume per shipment (the symmetry axis is the company unit, day of the week, Items such as simple average can be used properly.) N times as many items may be extracted as sale products. The remaining shipment record is assumed to be a standard product. In addition, when the POS record at the store is available, the sales price attached to the POS record may be used as a key for extracting the special sale product. In addition, at the storefront, a time service, which is a sales method for changing the selling price in a time zone, is performed, and thus a phenomenon in which sales of sales results increase only during the time when the time service is performed can be seen. Therefore, when the sales performance is equal to or higher than a certain divergence rate compared with the normal reference price, the corresponding sales performance may be extracted as that of the special sale product. In other words, since it is not possible to extract special sales products based on the sales volume at the storefront, the sales price may be used as a key for extraction of special sales. In addition, when journal data is available as a POS record, bulk purchase products may be extracted as sale products. In this case, journal data and time data at the time of sale are required.

  This concludes the description of an example of the standard sale / sale ratio calculation process performed by the control unit 102.

  As described above, the product order quantity calculation device according to the present invention can be suitably used in product inventory management and order management in companies, wholesalers, retail stores, and the like.

2 is a block diagram showing a configuration of a product order quantity calculation device 100. FIG. It is a figure which shows an example of the information stored in the shipment sales plan file 106a. It is a figure which shows an example of the information stored in the file 106b according to rank. It is a figure which shows an example of the information stored in the files 106c, such as reference | standard stock quantity. It is a figure which shows an example of the information stored in the file 106d of shipping sales results. It is a figure which shows an example of the information stored in the shipment sales ratio etc. file 106e according to rank. It is a figure which shows an example of the information stored in the actual day shipment sales result file 106f according to goods. It is a flowchart which shows an example of the main process which the control part 102 performs. It is a flowchart which shows an example of the parameter calculation process classified by rank which the parameter calculation part 102c classified by rank performs. It is a figure which shows the example of a storage of the period unit shipment sales plan regarding a basic goods, the inventory ratio of a period unit, and the inventory plan of a period unit regarding a basic goods. It is a figure which shows an example of an inventory plan table. It is a figure which shows an example of the relationship between a reference | standard stock quantity and an assumed order quantity. It is a figure which shows an example of the relationship between reference | standard stock quantity and order quantity. It is a figure which shows an example of an order management master. It is a figure which shows an example of how to determine order quantity. 6 is a flowchart illustrating an example of a rank-by-rank shipping sales ratio calculation process performed by the control unit 102. It is a figure which shows an example of the setting method of a rank. It is a figure which shows an example of the conventional two-dimensional matrix. It is a figure which shows an example of a multidimensional matrix. 6 is a flowchart illustrating an example of a rank-by-rank shipping sales ratio calculation process performed by the control unit 102. It is a figure which shows an example of the histogram which made the shipping sales volume of goods the horizontal axis, and made the shipping sales frequency of goods the vertical axis. It is a figure which shows an example of the histogram which made the sales number of goods the horizontal axis and made the sales frequency of goods the vertical axis | shaft. It is a figure which shows the relationship between a shipment sales plan and a shipment sales performance. It is a figure which shows the result which totaled the reference | standard stock amount of goods according to rank.

Explanation of symbols

100 Product order quantity calculation device
102 Control unit
102a Shipment sales plan acquisition department
102b Shipping sales plan division
102c Parameter calculation unit by rank
102c1 Rank-specific shipping sales plan creation department
102c2 Rank-specific inventory plan creation department
102c3 Quasi-rank parameter calculation part
102d Standard inventory quantity calculator
102e Standard inventory quantity validity evaluation section
102f Parameter adjustment unit by rank
102g order quantity calculator
102h Order execution department
102i index setting unit
102j rank setting part
102k Total sales department, etc.
102m Shipping sales ratio etc. by rank
102n Shipment sales results totaling section focusing on frequency and quantity
102p boundary value setting part
102q Shipment sales performance division
102r Standard special sales shipment sales ratio calculation part
104 Communication interface
106 Storage unit
106a Shipment sales plan file
106b Rank-specific parameter file
106c Standard inventory file
106d Files such as shipment and sales results
106e File of shipment sales ratio by rank
106f Actual shipment sales results file by product
108 Input / output interface
112 Input device
114 Output device 200 External system 300 Network

Claims (5)

A product order quantity calculation device for calculating an order quantity of the product based on a standard stock quantity of the product adjusted according to a shipment plan or a sales plan which is a shipment plan or a sales plan for the product,
Shipment sales results that are shipment results or sales results related to the product and shipment sales ratios by rank that are ratios of the shipment sales results related to the products that belong to each rank provided for a predetermined index, The inventory ratio by rank, which is the inventory rate of the product to which it belongs, the actual shipment sales performance by rank, which is the actual shipment sales result for the product belonging to each rank, and the actual shipment for the product, by rank. Storage means for storing actual shipment sales results by product that are sales results, and an assumed inventory amount that is an inventory amount of the product that is assumed at the time when a predetermined number of days have elapsed from a predetermined time;
A shipping sales plan acquisition means for acquiring the shipping sales plan;
Based on the shipping sales plan acquired by the shipping sales plan acquisition means and the shipping sales ratio by rank, the inventory ratio by rank, and the actual shipment sales performance by rank, which are stored by the storage means, the reference of the product Rank-specific parameter calculation means for calculating rank-specific parameters, which are parameters for adjusting inventory quantity,
Based on the rank-specific parameters calculated by the rank-specific parameter calculation means and the actual daily shipment sales by product stored in the storage means, reference stock quantity calculation means for calculating the reference stock quantity of the product,
Order quantity calculation means for calculating the order quantity of the product based on the reference inventory quantity calculated by the reference inventory quantity calculation means and the assumed inventory quantity stored by the storage means;
A product order quantity calculation device characterized by comprising: The rank-specific parameter calculation means includes:
By dividing the shipping sales plan into the ranks based on the shipping sales plan and the shipping sales ratio by rank, a shipping sales plan by rank, which is the shipping sales plan for the products belonging to each rank, is created. A rank-by-rank shipping sales plan creation means,
Rank-based inventory for creating a rank-specific inventory plan, which is an inventory plan for the products belonging to each rank, based on the rank-specific shipping sales plan and the rank-specific inventory ratio created by the rank-specific shipment sales plan creation means Planning means,
Quasi-rank parameter calculation means for calculating the rank-specific parameters based on the rank-specific inventory plan created by the rank-specific inventory plan creation means and the rank-specific daily shipment sales results;
The product order quantity calculation device according to claim 1, further comprising: Index setting means for setting the index;
Rank setting means for setting a plurality of ranks for the index set by the index setting means;
Based on the shipping sales results and the inventory results related to the product acquired in advance, the indexes set by the index setting means, and the ranks set by the rank setting means, the shipping sales results and the inventory results are calculated. Aggregation means such as rank-by-rank shipping sales results to be aggregated for each rank;
Rank-by-rank shipping sales ratio etc. calculating means for calculating the rank-by-rank shipping sales ratio and the rank-by-rank inventory ratio based on the tabulated results in the rank-by-rank shipping sales results and the like.
Further comprising
The product according to claim 1 or 2, wherein the rank-by-rank shipment sales ratio and the rank-by-rank inventory ratio stored by the storage unit are respectively calculated by the rank-by-rank shipment / sale ratio calculation unit. Order quantity calculation device. When the shipment / sale plan includes a sale item,
The storage means further stores a standard special sale shipment sales ratio, which is a ratio of the standard product in the shipment sales results to the special sale product,
Based on the shipping sales plan and the standard special sales shipping sales ratio stored in the storage means, the sales sales plan is further divided into shipping sales plan dividing means for dividing the shipping sales plan into those related to the standard products and those related to the special sales products. The product order quantity calculation device according to any one of claims 1 to 3, wherein: Frequency-quantity-focused shipment that aggregates the shipment-sales results obtained in advance, focusing on the relationship between the shipment-sale frequency, which is the shipment frequency or sales frequency of the product, and the shipment-sale quantity, which is the shipment quantity or sales quantity of the product Sales performance aggregation means,
The minimum value of the shipping sales frequency is searched based on the result of the counting by the frequency / quantity-focused shipping sales result totaling means, the shipping sales quantity corresponding to the searched minimum value, the shipping sales result is set as the standard value. Boundary value setting means for setting as a boundary value when dividing the product into those related to products and those related to the special sale products;
Based on the boundary value set by the boundary value setting means and the shipping sales results, the shipping sales results dividing means for dividing the shipping sales results into those related to the standard product and those related to the special sale product;
A standard special sale shipment sales ratio calculating means for calculating the standard special sale shipment sales ratio based on the shipment sales performance related to the basic product divided by the shipment sales performance division means and the shipment sales performance related to the special sale product;
Further comprising
The commodity order quantity calculation device according to claim 4, wherein the standard special sales shipment sales ratio stored in the storage means is calculated by the standard special sales shipment sales ratio calculation means.

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