JP2021152869A - Sales plan support device, sales plan support method and sales plan support program - Google Patents

Abstract

To compare the scheduled number of commodities to be sold and the scheduled number of stocks at the time of sales scheduled input, and confirm feasibility of a sales plan.SOLUTION: A method includes extracting a commodity and the scheduled number of commodities to be sold associated with a sales scheduled period and a sales person from sales scheduled data, extracting a commodity, the number of sold commodities and sales time associated with the sales person from sales result data, calculating the number of scheduled stocks of the extracted commodity while referring to present stock data, ordering data and manufacturing instruction data and using the extracted scheduled number of commodities to be sold, calculating the scheduled number of stocks in a next scheduled period of the sales scheduled period of sales of the extracted commodity while referring to the ordering data, the manufacturing instruction data and the sales scheduled data and using the calculated number of scheduled stocks, calculating a sales scheduled amount in the sales scheduled period of the extracted commodity while referring to unit data and using the extracted scheduled number of commodities to be sold, calculating the sales scheduled amount in the next sales scheduled period of the extracted commodity while referring to the sales scheduled data and the unit data, and outputting a result.SELECTED DRAWING: None

Description

The present invention relates to a sales plan support device, a sales plan support method, and a sales plan support program.

One of the things to consider when planning a product for sale in the manufacturing industry is not to increase excess inventory. Especially in the food industry, it is necessary to consider the planned inventory quantity, which is the future inventory quantity, when making a sales plan because it is not possible to have a large inventory due to the expiration date.

Patent Document 1 describes a method of executing inventory planning that can accurately follow changes in future demand while managing and controlling restrictions such as the expiration date.

Japanese Unexamined Patent Publication No. 2012-118625

However, in the past, there was a problem that a sales plan was often made by considering only the planned number of sales and the past sales performance, and the planned inventory quantity when the product was sold according to the sales plan could not be considered.

The present invention has been made in view of the above. For example, a sales plan support device capable of comparing the planned sales quantity and the planned inventory quantity at the time of inputting a sales schedule and confirming the feasibility of the sales plan. , The purpose is to provide sales planning support methods and sales planning support programs.

In order to solve the above-mentioned problems and achieve the object, the sales plan support device according to the present invention is a sales plan support device provided with a control unit, and currently stock data for managing the current stock quantity of products for each product. Order data that manages the number of product orders and order delivery date for each product, manufacturing instruction data that manages the number of product manufacturing instructions and manufacturing delivery date for each product, and the number of products, planned sales of products, and scheduled sales time It is possible to access the sales schedule data that manages each sales person, and the control unit extracts the set sales schedule time, the products associated with the sales person, and the number of sales schedules from the sales schedule data. With reference to the current inventory data, the ordering data, and the manufacturing instruction data, the planned number of stocks of the first extraction means and the product extracted by the first extraction means at the set scheduled sales time is described. It is provided with a calculation means for calculating using the planned sales number extracted by the first extraction means, and an output control means for outputting the calculation result of the calculation means and the planned sales number extracted by the first extraction means. It is a feature.

Further, in the sales planning support device according to the present invention, the calculation means is stored in the current inventory data, the current inventory quantity associated with the product extracted by the first extraction means, and the order data. The product extracted by the first extraction means, the number of orders associated with the order delivery date corresponding to the set sales schedule, and the first extraction means stored in the manufacturing instruction data have been extracted. The first extraction means extracted by subtracting the planned sales number extracted by the first extraction means from the sum of the product and the number of production instructions associated with the production delivery date corresponding to the set planned sales time. The feature is to obtain the planned inventory quantity of the product at the set scheduled sales time.

Further, in the sales planning support device according to the present invention, the control unit creates a checklist for checking the planned sales quantity and the planned inventory quantity based on the sales schedule data and the calculation result of the calculation means. It is characterized by further providing means.

Further, in the sales planning support device according to the present invention, it is possible to further access the sales record data that manages the product, the number of sales of the product, and the sales time for each sales person, and the control unit can access the sales record data from the sales record data. The output control means further includes a second extraction means for extracting the product, the number of sales, and the sales time associated with the set sales person, and the output control means obtains the number of sales and the sales time extracted by the second extraction means. It is characterized by further output.

Further, in the sales planning support device according to the present invention, in the calculation means, the sales schedule data following the set sales schedule time, which is associated with the product extracted by the first extraction means, is used as the sales schedule data. If present, the calculation means calculates the planned stock quantity of the product extracted by the first extraction means at the next scheduled sales time with reference to the order data, the manufacturing instruction data, and the sales schedule data. It is characterized in that the product extracted by the first extraction means is further calculated by using the planned number of stocks at the set sales schedule time.

Further, in the sales planning support device according to the present invention, the calculation means includes the planned number of stocks of the products extracted by the first extraction means calculated by the calculation means at the set scheduled sales time, and the order. The product extracted by the first extraction means stored in the data, the number of orders associated with the order delivery date corresponding to the next scheduled sales time, and the first extraction means stored in the manufacturing instruction data. The product extracted by the first extraction means and the next product stored in the sales schedule data from the sum of the product extracted by By subtracting the planned sales quantity associated with the planned sales time of the product, the planned stock quantity of the product extracted by the first extraction means at the next scheduled sales time is obtained.

Further, in the sales planning support device according to the present invention, the unit price data for managing the unit price of the product for each product can be further accessed, and the calculation means is the setting of the product extracted by the first extraction means. The planned sales amount at the scheduled sales time is further calculated by referring to the unit price data and using the planned sales number extracted by the first extraction means, and the following of the products extracted by the first extraction means. It is characterized in that the planned sales amount at the scheduled sales time is further calculated with reference to the planned sales data and the unit price data.

Further, in the sales planning support device according to the present invention, the calculation means uses the planned sales number extracted by the first extraction means and the unit price of the product extracted by the first extraction means stored in the unit price data. By multiplying the products, the planned sales amount of the product extracted by the first extraction means at the set scheduled sales time is obtained, and the first extraction means stored in the sales schedule data extracts the product. The first extraction means extracted by multiplying the planned sales number associated with the product and the next scheduled sales time with the unit price of the product extracted by the first extraction means stored in the unit price data. The feature is to obtain the planned sales amount of the product at the next scheduled sales time.

Further, the sales planning support method according to the present invention includes current inventory data for managing the current inventory quantity of products for each product, order data for managing the number of orders for products and the delivery date of orders for each product, and the number of manufacturing instructions for products. Information processing provided with a control unit that can access the manufacturing instruction data that manages the manufacturing delivery date for each product and the sales schedule data that manages the product, the planned number of products to be sold, and the planned sales time for each sales person. The first method of supporting sales planning executed by the device, which extracts the set planned sales time and the products associated with the sales person and the planned number of sales from the sales schedule data executed by the control unit. The first extraction of the extraction step and the planned stock quantity of the product extracted by the first extraction step at the set scheduled sales time with reference to the current inventory data, the order data, and the manufacturing instruction data. It is characterized by including a calculation step calculated by using the planned sales number extracted by the step, and an output control step for outputting the calculation result of the calculation step and the planned sales number extracted by the first extraction step. ..

In addition, the sales planning support program according to the present invention includes current inventory data that manages the current inventory quantity of products for each product, order data that manages the order quantity and order delivery date of products for each product, and the number of product manufacturing instructions. Information processing provided with a control unit that can access the manufacturing instruction data that manages the manufacturing delivery date for each product and the sales schedule data that manages the product, the planned number of products to be sold, and the planned sales time for each sales person. It is a sales plan support program for the device to execute, and extracts the set planned sales time, the product associated with the sales person, and the planned number of sales from the sales schedule data to be executed by the control unit. The first extraction step and the planned number of stocks of the products extracted by the first extraction step at the set scheduled sales time are referred to the current inventory data, the order data, and the manufacturing instruction data, and the first It is characterized by including a calculation step calculated by using the planned sales number extracted by one extraction step, and an output control step for outputting the calculation result of the calculation step and the planned sales number extracted by the first extraction step. And.

According to the present invention, for example, when a sales schedule is input, the planned sales quantity and the planned inventory quantity can be compared, and the feasibility of the sales plan can be confirmed.

FIG. 1 is a block diagram showing an example of the configuration of the sales plan support device 100. FIG. 2 is a diagram showing an example of the current inventory data 106a. FIG. 3 is a diagram showing an example of order data 106b. FIG. 4 is a diagram showing an example of manufacturing instruction data 106c. FIG. 5 is a diagram showing an example of planned sales data 106d. FIG. 6 is a diagram showing an example of sales record data 106e. FIG. 7 is a diagram showing an example of unit price data 106f. FIG. 8 is a diagram showing an example of customer data 106 g. FIG. 9 is a diagram showing an example of a flowchart relating to processing executed by the sales planning support device 100. FIG. 10 is a diagram showing an example of the sales schedule input screen MA. FIG. 11 is a diagram showing an example of the item list MA2.

Hereinafter, embodiments of the sales plan support device, the sales plan support method, and the sales plan support program according to the present invention will be described in detail with reference to the drawings. The present invention is not limited to the present embodiment.

[1. composition]
Here, an example of the configuration of the sales plan support device 100 according to the present embodiment will be described with reference to FIG. 1 and the like. FIG. 1 is a block diagram showing an example of the configuration of the sales plan support device 100.

The sales plan support device 100 is constructed based on a commercially available desktop personal computer. The sales planning support device 100 is not limited to a stationary information processing device such as a desktop personal computer, but is a portable personal computer, a PDA (Personal Digital Assistants), a smartphone, a tablet personal computer, or the like on the market. It may be a type information processing device.

The sales plan support device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each part of the sales plan support device 100 is communicably connected via an arbitrary communication path.

The communication interface unit 104 connects the sales planning support device 100 to the network 300 so as to be communicable via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with another device via a communication line. Here, the network 300 has a function of connecting the sales plan support device 100 and the server 200 so as to be able to communicate with each other, and is, for example, the Internet, a LAN (Local Area Network), or the like. The data stored in the storage unit 106 may be stored in the server 200, for example.

An input device 112 and an output device 114 are connected to the input / output interface unit 108. As the output device 114, a speaker or a printer can be used in addition to a monitor (including a home television). As the input device 112, in addition to a keyboard, a mouse, and a microphone, a monitor that cooperates with the mouse to realize a pointing device function can be used. In the following, the output device 114 may be referred to as a monitor 114, and the input device 112 may be referred to as a keyboard 112 or a mouse 112.

Various databases, tables, files, and the like are stored in the storage unit 106. In the storage unit 106, a computer program for giving an instruction to a CPU (Central Processing Unit) in cooperation with an OS (Operating System) to perform various processes is recorded. As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, or the like can be used.

The storage unit 106 stores, for example, current inventory data 106a, order data 106b, manufacturing instruction data 106c, sales schedule data 106d, sales record data 106e, unit price data 106f, customer data 106g, and the like.

FIG. 2 is a diagram showing an example of the current inventory data 106a. The current inventory data 106a includes product identification information (for example, a product name) and the current inventory quantity of the product.

FIG. 3 is a diagram showing an example of order data 106b. The order data 106b includes the product identification information, the number of orders for the product, and the order delivery date (for example, those indicated by the year and month).

FIG. 4 is a diagram showing an example of manufacturing instruction data 106c. The manufacturing instruction data 106c includes product identification information, the number of manufacturing instructions for the product, and the manufacturing delivery date (for example, those indicated by the year and month).

FIG. 5 is a diagram showing an example of planned sales data 106d. The sales schedule data 106d includes the planned sales time (for example, indicated by the year and month), the sales person identification information (for example, the name of the sales person), and the customer identification information (for example, the customer's). Includes name, etc.), product identification information, and the number of products to be sold.

FIG. 6 is a diagram showing an example of sales record data 106e. The sales record data 106e includes a sales time (for example, one indicated by a year and month), sales person identification information, customer identification information, product identification information, and the number of products sold.

FIG. 7 is a diagram showing an example of unit price data 106f. The unit price data 106f includes customer identification information, product identification information, and a product unit price.

FIG. 8 is a diagram showing an example of customer data 106 g. The customer data 106g includes customer identification information and sales person identification information.

Returning to FIG. 1, the control unit 102 is a CPU or the like that collectively controls the sales planning support device 100. The control unit 102 has an internal memory for storing a control program such as an OS, a program that defines various processing procedures, required data, and the like, and performs various information processing based on these stored programs. Run.

The control unit 102 is functionally conceptually divided into a first extraction unit 102a corresponding to the first extraction means of the present invention, a second extraction unit 102b corresponding to the second extraction means of the present invention, and a calculation means of the present invention. A corresponding calculation unit 102c, an output control unit 102d corresponding to the output control means of the present invention, a creation unit 102e corresponding to the production means of the present invention, and the like are provided.

From the sales schedule data 106d, the first extraction unit 102a describes the set sales schedule time (hereinafter, may be referred to as “set sales schedule time”) and the sales person (hereinafter, “set sales person”). In some cases, the products associated with) and the number of products to be sold are extracted.

The second extraction unit 102b extracts the product, the number of sales, and the sales time associated with the set sales person from the sales record data 106e.

The calculation unit 102c sets the planned inventory quantity of the product extracted by the first extraction unit 102a (hereinafter, may be referred to as “extracted product”) at the set sales time, the current inventory data 106a, the order data 106b, and the production. The calculation is performed by referring to the instruction data 106c and using the planned sales number extracted by the first extraction unit 102a (hereinafter, may be referred to as “extracted sales planned number”).

Specifically, the calculation unit 102c sets the "current inventory quantity associated with the extracted product stored in the current inventory data 106a" and the "extracted product stored in the order data 106b and the set sales schedule time". Extracted sales from the sum of "the number of orders associated with the corresponding order delivery date" and "the number of manufacturing instructions associated with the extracted product and the manufacturing delivery date corresponding to the set sales scheduled time stored in the manufacturing instruction data 106c" By subtracting the planned number, the planned inventory quantity at the set sales time of the extracted product is obtained.

In addition, when the calculation unit 102c has the next planned sales time (hereinafter, may be referred to as "next sales scheduled time") associated with the extracted product in the sales scheduled data 106d, the calculation unit 102c may refer to it as the "next sales scheduled time". The planned stock quantity of the extracted product at the next scheduled sales time is calculated by the calculation unit 102c with reference to the order data 106b, the manufacturing instruction data 106c, and the planned sales data 106d, and the planned stock at the set planned sales time of the extracted product. Calculate using numbers.

Specifically, the calculation unit 102c sets the "planned stock quantity calculated by the calculation unit 102c at the set sales time of the extracted product" and the "planned stock quantity of the extracted product and the next sales time stored in the order data 106b". The sales schedule is based on the sum of "the number of orders linked to the corresponding order delivery date" and "the number of manufacturing instructions linked to the extracted product and the next scheduled sales date stored in the manufacturing instruction data 106c". By subtracting the extracted product and the planned sales number associated with the next planned sales time stored in the data 106d, the planned stock quantity of the extracted product at the next scheduled sales time is obtained.

The calculation unit 102c calculates the planned sales amount at the set planned sales time of the extracted product by referring to the unit price data 106f and using the planned number of extracted sales, and sells the planned sales amount at the next planned sales time of the extracted product. The calculation is performed with reference to the scheduled data 106d and the unit price data 106f.

Specifically, the calculation unit 102c obtains the planned sales amount at the set sales scheduled time of the extracted product by multiplying the planned number of extracted products and the unit price of the extracted product stored in the unit price data 106f, and sells the product. By multiplying the number of extracted products and the planned sales linked to the next planned sales time stored in the scheduled data 106d by the unit price of the extracted products stored in the unit price data 106f, the extracted products can be sold at the next scheduled sales time. Get the planned sales amount.

The output control unit 102d outputs the calculation result of the calculation unit 102c, the planned sales number extracted by the first extraction unit 102a, and the sales number and sales time extracted by the second extraction unit 102b.

The creation unit 102e creates a checklist for checking the planned sales quantity and the planned inventory quantity based on the calculation results of the planned sales data 106d and the calculation unit 102c.

Specific examples of the processing executed by each processing unit constituting the control unit 102 will be described in detail below.

[2. Specific example of processing]
Here, a specific example of the processing executed by the sales planning support device 100 will be described with reference to FIG. 9 and the like. FIG. 9 is a diagram showing an example of a flowchart relating to processing executed by the sales planning support device 100.

In this description, the current inventory data 106a shown in FIG. 2, the ordering data 106b shown in FIG. 3, the manufacturing instruction data 106c shown in FIG. 4, the sales schedule data 106d shown in FIG. 5, and the sales record data 106e shown in FIG. It is assumed that the unit price data 106f shown in FIG. 7 and the customer data 106g shown in FIG. 8 are stored in the storage unit 106 in advance.

First, the operator sets the planned sales month, the person in charge, the customer, and the product in the search item MA1 in the sales schedule input screen MA displayed in advance on the monitor 114 via the input device 112. In this description, as shown in the search item MA1 in the sales schedule input screen MA of FIG. 10, it is assumed that "2020/02" is set as the planned sales month and "A" is set as the person in charge. In the following, the planned sales month "2020/02" set in the search item MA1 may be described as the current month, and the next scheduled sales month "2020/03" may be described as the next month.

[First extraction process]
Next, the first extraction unit 102a extracts the record associated with the planned sales month set in the search item MA1 and the information of the person in charge from the sales schedule data 106d, and from the customer data 106g to the search item MA1. A record associated with the set person in charge information is extracted, and a record associated with the customer information stored in the record extracted from the customer data 106g is extracted from the unit price data 106f (step S1). In this explanation, the record including the year / month "2020/02" and the person in charge "A" is extracted from the planned sales data 106d, and the record including the person in charge "A" is extracted from the customer data 106g, and the unit price is obtained. From the data 106f, a record including any one of the customer "□□ Industry Co., Ltd.", the customer "○○ Foods Co., Ltd.", and the customer "XX Foods Co., Ltd." is extracted.

[Second extraction process]
Next, the second extraction unit 102b extracts a record associated with the information of the person in charge set in the search item MA1 from the sales record data 106e (step S2). In this description, records including the person in charge "A" are extracted.

[First calculation process]
Next, the calculation unit 102c describes the planned inventory quantity of the product extracted in step S1 in the current month (hereinafter, may be referred to as “the planned inventory quantity for the current month”) in the current inventory data 106a, the order data 106b, and the manufacturing instruction. The calculation is performed by referring to the data 106c and using the planned sales quantity extracted in step S1 (hereinafter, may be referred to as “the planned sales quantity for the current month”) (step S3). In this explanation, the planned inventory quantity for the current month is calculated using the following formula.
・ Scheduled inventory for the current month = Current inventory + Orders for the delivery date for the current month + Manufacturing instructions for the delivery date for the current month-Sales schedule for the current month

According to the calculation formula, for example, the planned inventory quantity of the product "X" for the current month is calculated as "1,000" as follows. Similarly, the planned inventory quantity of the product "Y" for the current month is calculated as "0", and the planned inventory quantity of the product "Z" for the current month is calculated as "-500".
-Product "X" planned inventory for the current month = current inventory "1,000" + order quantity for the current month delivery date "2,500" + manufacturing instruction quantity for the current month delivery date "0" -planned sales quantity for the current month "2,500 ( = 100 + 1,200 + 1,200) "=" 1,000 "

[Second calculation process]
Next, the calculation unit 102c describes the planned inventory quantity of the product extracted in step S1 in the next month (hereinafter, may be referred to as “the planned inventory quantity of the next month”) in the order data 106b, the manufacturing instruction data 106c, and the sales schedule. It is calculated by referring to the data 106d and using the planned inventory quantity for the current month calculated in step S3 (step S4). In this explanation, the planned inventory quantity for the next month is calculated using the following formula.
・ Scheduled inventory for the next month = Inventory scheduled for the current month + Orders for the next month's delivery date + Manufacturing instructions for the next month's delivery date-Planned sales for the next month

According to the calculation formula, for example, the planned inventory quantity of the product "X" in the next month is calculated as "100" as follows. Similarly, the next month's planned inventory of the product "Y" is calculated as "50", and the next month's planned inventory of the product "Z" is calculated as "-200".
-Planned inventory for the next month of product "X" = Scheduled inventory for the current month "1,000" + Orders for the next month's delivery date "1,600" + Manufacturing instructions for the next month's delivery date "0" -Planned sales for the next month "2,500" (= 100 + 1,200 + 1,200) "=" 100 "

[Third calculation process]
Next, the calculation unit 102c refers to the unit price data 106f for the planned sales amount of the product extracted in step S1 in the current month (hereinafter, may be referred to as “planned sales amount for the current month”), and in step S1. In addition to calculating using the extracted number of planned sales for the current month, the planned sales amount of the product extracted in step S1 in the next month (hereinafter, may be referred to as "planned sales amount for the next month") is the planned sales data 106d and the unit price data. The calculation is performed with reference to 106f (step S5). In this explanation, the planned sales amount for the current month and the planned sales amount for the next month are calculated using the following formulas.
・ Planned sales amount for the current month = Number of planned sales for the current month x Unit price ・ Planned sales amount for the next month = Number of planned sales for the next month x Unit price

According to the formula, for example, the planned sales amount of the product "X" to the customer "□□ Industry Co., Ltd." for the current month is calculated as "150,000" as follows. In addition, the planned sales amount for the next month to the customer "□□ Industry Co., Ltd." of the product "X" is calculated as "150,000" as follows.
・ Amount of sales planned for this month to customer "□□ Industry Co., Ltd." of product "X" = planned number of sales for this month "100" x unit price "1,500" = "150,000"
・ Amount to be sold to customer "□□ Industry Co., Ltd." of product "X" in the next month = Number of units to be sold in the next month "100" x Unit price "1,500" = "150,000"

Similarly, the planned sales amount for the current month to the customer "○○ Foods Co., Ltd." of the product "X" is "1,200,000", and the next month sales to the customer "○○ Foods Co., Ltd." for the product "X". The planned amount is "1,200,000", the planned sales amount for the current month to the customer "XX Foods Co., Ltd." of the product "X" is "1,200,000", and the customer "XX" of the product "X" The planned sales amount for the next month to "Food Co., Ltd." is calculated to be "1,200,000".

Similarly, the planned sales amount for the current month to the customer "XX Foods Co., Ltd." of the product "Y" is "0", and the planned sales amount for the next month to the customer "XX Foods Co., Ltd." for the product "Y". Is calculated as "0".

Similarly, the planned sales amount for this month to the customer "XX Foods Co., Ltd." of the product "Z" is "1,500,000", and to the customer "XX Foods Co., Ltd." of the product "Z". The planned sales amount for the next month is calculated as "600,000".

[Output processing]
Next, the output control unit 102d uses the records extracted in steps S1 and S2 and the calculation results calculated in steps S3 to S5, and the item list MA2 in the sales schedule input screen MA (FIG. 11). Information is output to (step S6). Specifically, the output control unit 102d executes the following processes (11) to (15).
(11) Using the record extracted in step S1, "A" is given to the person in charge of each line, and "□□ Industry Co., Ltd.", "○○ Food Co., Ltd.", "XX Food Co., Ltd." are given to the customers of each line from the top. "X", "XX Foods Co., Ltd.", "XX Foods Co., Ltd." will be sold as "X", "X", "X", "Y", "Z" from the top. "100", "1,200", "1,200", "0", and "500" are output from the top of the number.
(12) Using the record extracted in step S2, "100", "1,200", "1,200", "0", and "200" from the top of each row in the same month of last year are added to each row in the month following last year. From the top, "100", "1,200", "1,200", "0", "200", and from the top two months after last year, "100", "1,200", "1,200", "0", "200" from the top three months before each line, "100", "1,200", "1,200", "0", "200" from the top two months before each line "100", "1,200", "1,200", "0", "200" from the top, "100", "1,200", "1,200" from the top one month before each line , "0", "200" are output.
(13) Using the calculation result in step S3, output "1,000", "1,000", "1,000", "0", and "-500" from the top to the current month's planned inventory of each line. ..
(14) Using the calculation result in step S4, "100", "100", "100", "50", and "-200" are output from the top to the next month's planned inventory of each row.
(15) Using the calculation result in step S5, the planned sales amount of each line is "150,000", "1,200,000", "1,200,000", "0", "1," from the top. "500,000" is output as "150,000", "1,200,000", "1,200,000", "0", and "600,000" from the top to the next month's planned sales amount of each line.

As a result of the above processing, the planned sales quantity and the planned inventory quantity can be compared at the time of inputting the sales schedule, and the feasibility of the sales plan can be confirmed. For example, in the present embodiment, since the planned inventory of the product "X" in the item list MA2 shown in FIG. 11 is "1,000" for the current month, the inventory of the product X in February 2020 is more than 1000 pieces. become. In response to this, the operator should take measures such as increasing the planned sales quantity of product X in February 2020, adjusting the production reduction to reduce the planned inventory quantity of product X, and delaying the order delivery date. Can be done. Further, in the present embodiment, since the planned inventory of the product "Z" in the item list MA2 shown in FIG. 11 is "-500" for the current month, the inventory of the product Z in February 2020 is insufficient by 500 pieces. become. In response to this, the operator can take measures such as reducing the planned sales quantity of product Z in February 2020, adjusting the production increase to increase the planned inventory quantity of product Z, and advancing the order delivery date. can. In addition, if it is determined that sales are difficult based on the planned inventory, the impact on the customer's sales and production plans can be minimized by proposing alternative products and reporting the situation to the customer at an early stage.

Further, in the present embodiment, the creating unit 102e provides a checklist for checking the list of planned sales and the list of planned inventory based on the planned inventory number calculated by the sales schedule data 106d and the calculation unit 102c. You may create it. By creating a checklist, it is possible to share the status of sales schedule and planned inventory quantity within the company.

[3. Contribution to the United Nations-led Sustainable Development Goals (SDGs)]
Since this embodiment can contribute to improving operational efficiency and promoting appropriate management decisions of the company, it is possible to contribute to the goals 8 and 9 of the SDGs.

In addition, the present embodiment can contribute to the reduction of waste loss and the promotion of paperless and computerization, and thus can contribute to the goals 12, 13 and 15 of the SDGs.

In addition, since this embodiment can contribute to the strengthening of control and governance, it is possible to contribute to the goal 16 of the SDGs.

[4. Other embodiments]
In addition to the above-described embodiments, the present invention may be implemented in various different embodiments within the scope of the technical ideas described in the claims.

For example, of each of the processes described in the embodiments, all or part of the processes described as being automatically performed may be manually performed, or all of the processes described as being performed manually. Alternatively, a part thereof can be automatically performed by a known method.

In addition, the processing procedure, control procedure, specific name, information including parameters such as registration data and search conditions of each processing, screen examples, and database configuration shown in the present specification and drawings are not specified unless otherwise specified. Can be changed arbitrarily.

Further, with respect to the sales plan support device 100, each component shown in the figure is a functional concept and does not necessarily have to be physically configured as shown in the figure.

For example, with respect to the processing functions included in the sales planning support device 100, particularly each processing function performed by the control unit, all or any part thereof is realized by the CPU and a program that is interpreted and executed by the CPU. It may be realized as hardware by wired logic. The program is recorded on a non-temporary computer-readable recording medium including a programmed instruction for causing the information processing apparatus to execute the process described in the present embodiment, and sales planning support is required as necessary. It is read mechanically by the device 100. That is, a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or an HDD (Hard Disk Drive). This computer program is executed by being loaded into RAM, and cooperates with a CPU to form a control unit.

Further, this computer program may be stored in the application program server connected to the sales planning support device 100 via an arbitrary network, and all or a part thereof can be downloaded as needed. Is.

Further, the program for executing the process described in the present embodiment may be stored in a non-temporary computer-readable recording medium, or may be configured as a program product. Here, the "recording medium" includes a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), and an EEPROM (registration). Trademarks) (Electrically Erasable and Programmable Read Only Memory), CD-ROM (Compact Disk Read Only Memory), MO (Magnet-Optical Disk), MO (Magnet-Optical Disk), MO (Magnet-Optical Disc), DVD (Digital), DVD (Digital) It shall include any "portable physical medium".

The "program" is a data processing method described in any language or description method, regardless of the format such as source code or binary code. The "program" is not necessarily limited to a single program, but is distributed as a plurality of modules or libraries, or cooperates with a separate program represented by the OS to achieve its function. Including things. A well-known configuration or procedure can be used for a specific configuration and reading procedure for reading the recording medium in each device shown in the embodiment, an installation procedure after reading, and the like.

Various databases and the like stored in the storage unit are memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and storage means such as optical disks, and are used for various processes and website provision. Stores programs, tables, databases, files for web pages, etc.

Further, the sales planning support device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which an arbitrary peripheral device is connected. Further, the sales plan support device 100 may be realized by mounting software (including a program or data) that realizes the processing described in the present embodiment on the device.

Further, the specific form of distribution / integration of the device is not limited to the one shown in the drawing, and all or a part thereof may be functionally or physically in an arbitrary unit according to various additions or functional loads. It can be distributed and integrated. That is, the above-described embodiments may be arbitrarily combined and implemented, or the embodiments may be selectively implemented.

The present invention is particularly useful in the manufacturing industry.

100 Sales plan support device 102 Control unit
102a First extraction unit
102b Second extraction unit
102c calculation unit
102d output control unit
102e Creation unit 104 Communication interface unit 106 Storage unit
106a Current inventory data
106b Ordering data
106c Manufacturing instruction data
106d Sales schedule data
106e Sales record data
106f unit price data
106g Customer data 108 Input / output interface 112 Input device 114 Output device 200 Server 300 Network

Claims (10)

It is a sales planning support device equipped with a control unit.
Current inventory data that manages the current inventory quantity of products for each product, and
Order data that manages the number of product orders and order delivery dates for each product,
Manufacturing instruction data that manages the number of manufacturing instructions and manufacturing delivery dates for each product, and
Sales schedule data that manages products, the number of products to be sold, and the planned sales time for each sales person,
Is accessible to
The control unit
The first extraction means for extracting the set planned sales time, the products associated with the sales person, and the planned number of sales from the sales schedule data,
The planned inventory quantity of the product extracted by the first extraction means at the set scheduled sales time is extracted by the first extraction means with reference to the current inventory data, the order data, and the manufacturing instruction data. A calculation method that calculates using the planned number of sales,
An output control means that outputs the calculation result of the calculation means and the planned sales number extracted by the first extraction means, and
To prepare
A sales planning support device featuring. The calculation means is
The current inventory quantity associated with the product extracted by the first extraction means stored in the current inventory data, the product extracted by the first extraction means stored in the order data, and the set. The number of orders associated with the order delivery date corresponding to the planned sales time, the product extracted by the first extraction means stored in the manufacturing instruction data, and the manufacturing delivery date associated with the set scheduled sales time. By subtracting the planned sales number extracted by the first extraction means from the sum of the number of manufacturing instructions.
Obtaining the planned inventory quantity of the products extracted by the first extraction means at the set scheduled sales time.
The sales planning support device according to claim 1. The control unit
Further provided with a means for creating a checklist for checking the planned sales quantity and the planned inventory quantity based on the sales schedule data and the calculation result of the calculation means.
The sales planning support device according to claim 1 or 2. Further access to sales performance data that manages products, the number of products sold, and the timing of sales for each sales person.
The control unit
Further provided with a second extraction means for extracting the product, the number of sales, and the sales time associated with the set sales person from the sales record data.
The output control means further outputs the number of sales and the sales period extracted by the second extraction means.
The sales planning support device according to any one of claims 1 to 3, wherein the sales planning support device is characterized. When the sales schedule data next to the set sales schedule time, which is associated with the product extracted by the first extraction means, is present in the sales schedule data, the calculation means is extracted by the first extraction means. The planned inventory quantity of the product at the next scheduled sales time is calculated by the calculation means with reference to the order data, the manufacturing instruction data, and the sales schedule data, and the product extracted by the first extraction means. , Further calculation using the planned inventory quantity at the set planned sales time,
The sales planning support device according to any one of claims 1 to 4, wherein the sales planning support device is characterized. The calculation means is
The planned inventory quantity of the product extracted by the first extraction means calculated by the calculation means at the set scheduled sales time, the product extracted by the first extraction means stored in the order data, and the product extracted by the first extraction means. The number of orders associated with the order delivery date corresponding to the next scheduled sales time, the product extracted by the first extraction means stored in the manufacturing instruction data, and the manufacturing delivery date corresponding to the next scheduled sales time. By subtracting the number of products extracted by the first extraction means and the number of planned sales linked to the next scheduled sales time, which are stored in the sales schedule data, from the sum of the number of linked manufacturing instructions.
Obtaining the planned inventory quantity of the products extracted by the first extraction means at the next scheduled sales period.
The sales planning support device according to claim 5. Further access to unit price data that manages the unit price of products for each product,
The calculation means refers to the unit price data for the planned sales amount of the product extracted by the first extraction means at the set scheduled sales time, and uses the planned sales number extracted by the first extraction means. Further, in addition to further calculation, the planned sales amount of the product extracted by the first extraction means at the next scheduled sales time is further calculated with reference to the sales schedule data and the unit price data.
The sales plan support device according to claim 5 or 6. The calculation means is
By multiplying the planned sales number extracted by the first extraction means and the unit price of the product extracted by the first extraction means stored in the unit price data, the product extracted by the first extraction means can be obtained. In addition to obtaining the planned sales amount at the set scheduled sales time,
The product extracted by the first extraction means stored in the sales schedule data, the number of planned sales associated with the next sales schedule time, and the first extraction means stored in the unit price data are extracted. By multiplying the unit prices of the products, the planned sales amount of the products extracted by the first extraction means at the next scheduled sales period can be obtained.
7. The sales planning support device according to claim 7. Current inventory data that manages the current inventory quantity of products for each product, order data that manages the number of product orders and order delivery date for each product, and manufacturing instruction data that manages the number of product manufacturing instructions and manufacturing delivery date for each product. It is a sales planning support method executed by an information processing device equipped with a control unit that can access the product, the planned number of products to be sold, and the sales schedule data that manages the planned sales time for each sales person. ,
Executed by the control unit,
From the sales schedule data, the first extraction step of extracting the set sales schedule time, the products associated with the sales person, and the planned sales quantity, and
The planned inventory quantity of the product extracted by the first extraction step at the set scheduled sales time is extracted by the first extraction step with reference to the current inventory data, the order data, and the manufacturing instruction data. Calculation steps to calculate using the planned number of sales,
An output control step that outputs the calculation result of the calculation step and the planned sales number extracted by the first extraction step.
Including,
A sales planning support method characterized by. Current inventory data that manages the current inventory quantity of products for each product, order data that manages the number of product orders and order delivery date for each product, and manufacturing instruction data that manages the number of product manufacturing instructions and manufacturing delivery date for each product. It is a sales planning support program to be executed by an information processing device equipped with a control unit that can access the product, the planned number of products to be sold, and the sales schedule data that manages the planned sales time for each sales person. hand,
To make the control unit execute
From the sales schedule data, the first extraction step of extracting the set sales schedule time, the products associated with the sales person, and the planned sales quantity, and
The planned inventory quantity of the product extracted by the first extraction step at the set scheduled sales time is extracted by the first extraction step with reference to the current inventory data, the order data, and the manufacturing instruction data. Calculation steps to calculate using the planned number of sales,
An output control step that outputs the calculation result of the calculation step and the planned sales number extracted by the first extraction step.
Including,
A sales planning support program featuring.

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