JP2023153586A - Inventory management device, inventory management method, and inventory management program - Google Patents

Abstract

To prevent over-ordering of commodities.SOLUTION: An acquisition unit acquires a current purchase plan amount of commodities for a current calculation target period and a previous carryover adjustment amount of a difference between a purchase plan amount and an actual amount for a previous calculation target period. A calculation unit subtracts an ordered amount for the current calculation target period and a current planned order amount from an added amount of the current purchase plan amount and the previous carryover adjustment amount, and calculates a balance amount for the current calculation target period. In addition, the calculation unit subtracts the actual amount for the current calculation target period from a value obtained by adding the previous carryover adjustment amount to the current purchase plan amount, and calculates a next purchase quota increase/decrease amount that can be carried over to the next calculation target period. A warning processing unit performs predetermined warning processing when a balance amount indicating that there is no remaining money is calculated. A display control unit displays, on a display unit, the next purchase quota increase/decrease amount calculated by the calculation unit and the next carryover adjustment amount which is the same amount as the next purchase quota increase/decrease amount and can be carried over to the next calculation target period.SELECTED DRAWING: Figure 6

Description

The present invention relates to an inventory management device, an inventory management method, and an inventory management program.

Inventory management today is often carried out by not only recognizing the current number of products in stock, but also predicting the number of products to be sold in the next month and ordering products. When there is a large amount of unsold inventory, products may expire, resulting in losses. Furthermore, if the stock runs out, the opportunity to sell the product will be lost. For this reason, inventory management is important.

As a prior art related to inventory management, Patent Document 1 (Japanese Unexamined Patent Publication No. 2002-024350) describes how to manage store information, focus on product ordering, sales planning, inventory management, manufacturing/processing, and employee attendance. A retail store management system has been disclosed that processes schedules, work hours, etc., budget management, etc. on a store-by-store and department-by-department basis, and makes it possible to grasp the profit and loss status of each item in real time.

This retail store management system has a means of predicting the number of customers and sales of each product based on causal information such as day of the week and weather, and management of tomorrow's orders based on tomorrow's sales forecast and today's inventory forecast. have the means to do so. It also includes a means for managing the number of items in stock for the current day, a means for determining the number of products to be manufactured based on tomorrow's sales volume forecast and the number of expected stocks to be carried over at the time of closing on the same day, and a means for managing profits. .

Then, the actual number of customers visiting the store that matches the specified conditions such as the day of the week, weather, etc., is extracted from the database, and this past customer number is used as a predicted value for product ordering, sales planning, display facing, manufacturing/processing, and inventory management. At the same time, we will aim to efficiently allocate the workforce, grasp product gross profit immediately, and grasp the amount of inventory in a timely manner.

Here, in a company that retails or wholesales products, each person in charge is allowed to freely place orders for products in order to prevent loss of sales opportunities due to inventory shortages. There is.

Japanese Patent Application Publication No. 2002-024350

However, if each person in charge is allowed to freely order products, over-ordering may occur, such as multiple persons in charge placing duplicate orders for the same product, resulting in excess inventory of products. There's a problem.

The present invention has been made in view of the above-mentioned problems, and aims to provide an inventory management device, an inventory management method, and an inventory management program that can prevent excessive orders and perform appropriate inventory management. purpose.

In order to solve the above-mentioned problems and achieve the purpose, the inventory management device according to the present invention acquires the current purchase plan amount, which is the purchase plan amount of the product corresponding to the current calculation period, and An acquisition unit that acquires the previous carryover adjustment amount, which is the difference between the planned purchase amount and the actual amount, in the calculation period, and the current calculation target from the value obtained by adding the previous carryover adjustment amount to the current purchase plan amount. By subtracting the ordered amount, which is the amount used to purchase the product during the period, and the scheduled order amount, which is the amount that will be used by ordering the product this time, Calculate the balance amount that can be used for purchasing, and subtract the actual amount for the current calculation period from the value obtained by adding the previous purchase plan amount and the previous adjustment amount. a calculation unit that calculates the amount of increase/decrease in the next purchasing quota, which is an amount that can be carried over to the next purchase amount; a warning processing unit that performs a predetermined warning process when the balance amount indicating that there is no remaining balance is calculated; a display control unit that displays on a display unit the next purchasing quota increase/decrease amount and the next carryover adjustment amount, which is the same amount as the next purchasing quota increase/decrease amount and is an amount that can be carried over to the next calculation target period; have

In addition, in order to solve the above-mentioned problems and achieve the purpose, the inventory management method according to the present invention is such that the acquisition unit acquires the current purchase plan amount, which is the purchase plan amount of the product corresponding to the current calculation period. At the same time, the acquisition step acquires the previous carryover adjustment amount, which is the difference between the planned purchase amount and the actual amount in the previous calculation period. From the added value, subtract the ordered amount, which is the amount used to purchase the product in the current calculation period, and the scheduled order amount, which is the amount that will be used by ordering the product this time. By doing this, we calculate the balance amount that can be used for purchasing products in the current calculation period, and then subtract the actual amount in the current calculation period from the value obtained by adding the previous purchase plan amount and the previous carryover adjustment amount. By processing, the calculation step calculates the next purchasing quota increase/decrease amount, which is the amount that can be carried over to the next calculation period, and the warning processing section The warning processing step that performs warning processing and the display control unit display the amount of increase/decrease in the next purchase quota calculated in the calculation step and the amount that is the same as the increase/decrease amount in the next purchase quota and can be carried over to the next calculation period. and a display control step of displaying the next carryover adjustment amount, which is the appropriate amount, on the display unit.

Furthermore, in order to solve the above-mentioned problems and achieve the purpose, the inventory management program according to the present invention causes the computer to calculate the current purchase plan amount, which is the purchase plan amount of the product corresponding to the current calculation period. At the same time, the acquisition unit acquires the previous carryover adjustment amount, which is the difference between the planned purchase amount and the actual amount in the previous calculation period, and the value obtained by adding the previous carryover adjustment amount to the current purchase plan amount. , by subtracting the ordered amount, which is the amount used to purchase the product in the current calculation period, and the scheduled order amount, which is the amount that will be used by ordering the product this time, By calculating the balance amount that can be used to purchase products in the calculation period, and subtracting the actual amount in the current calculation period from the value obtained by adding the previous purchase plan amount and the previous carryover adjustment amount, a calculation unit that calculates the next purchase quota increase/decrease amount, which is an amount that can be carried forward to the next calculation period; and a warning processing unit that performs a predetermined warning process when a balance amount indicating that there is no remaining balance is calculated. A display that displays the next purchase quota increase/decrease amount calculated by the calculation unit and the next carryover adjustment amount, which is the same amount as the next purchase quota increase/decrease amount and is an amount that can be carried over to the next calculation period. Function as a control unit.

The present invention can prevent excessive orders and perform appropriate inventory management.

FIG. 1 is a block diagram showing the hardware configuration of an inventory management device according to an embodiment. FIG. 2 is a diagram for explaining the setting unit of the purchasing quota. FIG. 3 is a flowchart showing the flow of product ordering operations in the inventory management device according to the embodiment. FIG. 4 is a flowchart showing the flow of the operation for changing the purchase plan amount in the inventory management device of the embodiment. FIG. 5 is a diagram for explaining the purchase frame setting operation for the product type purchasing frame setting master. FIG. 6 is a flowchart showing the flow of the main operations in the product ordering operation of the inventory management device according to the embodiment. FIG. 7 is a schematic diagram for explaining how to calculate the purchasing quota. FIG. 8 is a diagram for explaining the monthly confirmation process of the inventory management device according to the embodiment. FIG. 9 is a diagram for explaining a warning operation for an order with a balance amount of 0 yen or less in the inventory management device of the embodiment. FIG. 10 is a diagram showing an example of an order input screen and a warning screen. FIG. 11 is a diagram showing an example of an order approval check table. FIG. 12 is a diagram showing an example of a sales/purchasing/actual comparison table.

DESCRIPTION OF THE PREFERRED EMBODIMENTS An inventory management device according to an embodiment of the present invention will be described below in detail based on the drawings. Note that the present invention is not limited to such embodiments.

(Hardware configuration)
FIG. 1 is a block diagram showing the hardware configuration of an inventory management device 1 according to an embodiment. The inventory management device 1 shown in FIG. 1 includes a storage section 2, a control section 3, a communication interface section 4, and an input/output interface section 5. An input device 6 and an output device 7 are connected to the input/output interface section 5 . As the output device 7, a display unit such as a monitor device (including a home television) can be used. As the input device 6, in addition to a keyboard device, a mouse device, a microphone device, etc., a monitor device that realizes a pointing device function in cooperation with the mouse device, etc. can be used.

The communication interface unit 4 is provided with the approval of an approver who obtains approval when the order amount exceeds the purchase quota via a network 8 that is a wide area network such as the Internet or a private network such as a LAN (Local Area Network). A user terminal device 9 is connected.

As the storage unit 2, a storage device such as a ROM (Read Only Memory), a RAM (Random Access Memory), an HDD (Hard Disk Drive), or an SSD (Solid State Drive) can be used. The storage unit 2 is provided with a product type purchasing quota setting master 11 which is a storage area. The storage unit 2 also stores an inventory management program for realizing inventory management operations by the inventory management device 1.

Furthermore, although this is just an example, in the case of the inventory management device 1 of this embodiment, the description will proceed assuming that inventory management is performed every month. In other words, "January" is an example of the calculation period. The storage unit 2 stores performance data indicating the amount of orders placed for each month that has reached the end of the month, and ordered data that indicates the amount of orders placed within the current month, which is a month that has not yet reached the end of the month. . In addition, the storage unit 2 stores order approval check data that is sent to the approver terminal device 9 of the approver in order to obtain approval necessary for ordering the product when the order amount exceeds the purchase quota. has been done. Furthermore, the storage unit 2 stores sales/purchasing/actual comparison data, which is data of a sales/purchasing/actual comparison table that compares monthly sales/purchasing/actual.

(Functional configuration of inventory management device)
Next, the control unit 3 executes the inventory management program stored in the storage unit 2 to control the acquisition unit 21, the calculation unit 22, the warning processing unit 23, the display control unit 24, the change processing unit 25, and the communication processing 26.

The acquisition unit 21 acquires the current purchase plan amount, which is the purchase plan amount for the product corresponding to the current month, and also acquires the previous carryover adjustment amount, which is the difference between the purchase plan amount and the actual amount in the previous month.

The calculation unit 22 calculates the ordered amount, which is the amount used to purchase the product within the current month, and the amount used by ordering the product this time, from the value obtained by adding the previous planned purchase amount and the previous carryover adjustment amount. By subtracting the planned order amount, which is the planned amount, the remaining amount that can be used to purchase products in the current month is calculated.

In addition, the calculation unit 22 subtracts the actual amount for the current month from the value obtained by adding the previous carryover adjustment amount to the current purchase plan amount, thereby calculating the next purchase quota increase/decrease amount, which is the amount that can be carried over to the next month. Calculate.

The warning processing unit 23 performs a predetermined warning process when the balance amount indicating that there is no remaining money is calculated. As an example, a predetermined error message is displayed on a warning screen. After seeing this error message, the business operator generates an order approval check list for obtaining order approval from the approver. The communication processing unit 26 is an example of a notification processing unit, and transmits the generated order approval checklist to the approver terminal device 9.

The display control unit 24 displays the next purchase quota increase/decrease amount calculated by the calculation unit 22 and the next carryover adjustment amount, which is the same amount as the next purchase quota increase/decrease amount and is an amount that can be carried over to the next month. The information is displayed via the output device 7, which is an example of the section. The purchase limit increase/decrease amount is the amount that represents the previous month's forecast. By displaying the purchase quota increase/decrease amount, it is possible to immediately detect purchase amounts that show an abnormal increase or decrease, and also analyze the cause.

The change processing unit 25 changes the next carryover adjustment amount according to the operation of the business operator. This makes it possible to control ordering by adjusting the carryover amount flexibly according to inventory status and the like.

(Purchase quota setting unit)
FIG. 2 is a diagram for explaining the setting unit of the purchasing quota. In the example shown in FIG. 2, assume that the company has a sales plan of 100 million yen per year and plans to set the cost of sales at 60 million yen per year. The company has a product department and a sales department. The product department also includes a product section 1 and a product section 2. The sales department consists of Department Store 1 Department, 1 Section, and Department Store 1 Department, 2 Departments. The annual cost of sales of 60 million yen is set for the merchandise department. Of the annual cost of sales of 60 million yen, the product department sets an annual cost of sales of 40 million yen for product section 1, and the remaining annual cost of sales of 20 million yen for product section 2. do.

Product Division 1 and Product Division 2 set purchasing quotas for each product category within the cost of sales of 60 million yen (purchase plan). In the example in Figure 2, the product division 1 sets a purchase quota of 2 million yen for product category A in May, and a purchase quota of 2.5 million yen for product category B in May. This is an example of a setting. In addition, in the example shown in Figure 2, the product division 2 sets 1.8 million yen as the May purchase quota for product category C, and 1.5 million yen as the May purchase quota for product category D. This is an example where a circle is set.

If you try to manage purchasing quotas on a product-by-product basis, the granularity of management becomes finer, making operational settings and management difficult. However, the inventory management device 1 of the embodiment performs inventory management by setting a purchasing quota for each product category. This makes it possible to easily and accurately manage inventory with appropriate granularity.

(Ordering operation)
Next, the product ordering operation in the inventory management device 1 of the embodiment will be explained using the flowchart of FIG. The processing from step S1 to step S4 in the flowchart of FIG. 3 shows the processing until the determined purchase plan amount is approved by the approver. Further, steps S5 to S9 in the flowchart of FIG. 3 show the processing up to ordering the product based on the approved purchase plan amount.

First, when a planned sales amount is determined, such as 100 million yen as shown in FIG. 2 (step S1), a planned purchase amount for each product category is examined (step S2). Then, in step S3, the communication processing unit 26 transmits the purchase plan amount for each product category that has been considered to the approver terminal device 9. The approver transmits the approval result of the purchase plan amount for each product category received via the approver terminal device 9 to the inventory management device 1. In step S4, the business operator determines whether approval is possible based on the approval result received from the approver terminal device 9 (step S4). If approval is not obtained (step S4: No), the planned purchase amount is reconsidered.

FIG. 4 is a flowchart showing the flow of the operation for changing the purchase plan amount based on reconsideration. When reconsidering the purchase plan amount, the purchase plan amount is revised in step S2, and in step S3, the communication processing unit 26 transmits the revised purchase plan amount again to the approver terminal device 9. to notify. The approver transmits the approval result of the reconsidered purchase plan amount received via the approver terminal device 9 to the inventory management device 1. When the reconsidered purchase plan amount is approved (step S4: Yes), the purchase plan amount is set in the product type purchasing quota setting master 11 as shown in FIG. 5 (step S5). .

As shown in FIG. 5, in the product type purchasing quota setting master 11, department, product type, accounting year and month, purchase plan amount, purchase quota increase/decrease amount, carryover adjustment amount, etc. are set (stored). . The purchase plan amount is the purchase amount according to the initial purchase plan, as described above. The purchasing quota increase/decrease amount is the difference between the previous month's planned purchasing amount and the actual amount. The carryover adjustment amount is also the difference between the previous month's planned purchase amount and the actual amount. The purchase quota increase/decrease amount and the carryover adjustment amount are the same amount as default values, but in the case of the inventory management device 1 of the embodiment, the carryover adjustment amount can be adjusted by the business operator to a desired amount. The points are different.

The example in FIG. 5 shows the planned purchase amount from December 2021 to September 2022 set for product category A by the product section 1. In the example in Figure 5, "500,000 yen" is set as the planned purchase amount for December 2021 and January 2022, and "700,000 yen" is set as the planned purchase amount for February 2022. This is an example. In addition, in the example in Figure 5, "900,000 yen" is set as the planned purchase amount for March 2022 to May 2022, and "500,000 yen" is set as the planned purchase amount for June 2022. This is an example of a setting. Furthermore, the example in FIG. 5 is an example in which "200,000 yen" is set as the purchase plan amount for July 2022 to September 2022.

In addition, in Figure 5, the purchase quota increase/decrease amount and carryover adjustment amount of "150,000 yen" for December 2021 are amounts equivalent to the balance for November 2021. Similarly, the purchase quota increase/decrease amount and carryover adjustment amount of "200,000 yen" for January 2022 is an amount equivalent to the balance for December 2021. Of these, the carryover adjustment amount for January 2022 has been adjusted from 200,000 yen to 100,000 yen, but this is because the business operator has adjusted the amount to be carried forward from 200,000 yen to 100,000 yen next time. An example is shown. In this way, the inventory management device 1 of the embodiment allows the business operator to change the carryover adjustment amount according to the current inventory quantity, next month's sales forecast, etc. The details will be described later.

When the purchase plan amount is set in the product-specific purchase quota setting master 11 in this way (step S5), the business operator inputs the desired product classification, product, and purchase quantity via the purchase order input screen, which will be described later. and specify the order by operating the registration button (inputting the order: step S6). When an order is specified, the calculation unit 22 calculates the purchase quota (balance Calculate the difference between the amount of money) and the amount of purchase for the product for which the order is specified.

The fact that the calculated difference is less than 0 yen means that the purchase amount of the product specified to be ordered exceeds the balance amount for the current month (Step S7: NG). Therefore, the warning processing unit 23 displays a warning screen including an error message via the display control unit 24. The business operator who sees this warning screen instructs the approver to generate an order approval checklist for obtaining order approval. The display control unit 24 generates an order approval check table based on this designation, and the communication processing unit 26 puts the generated order approval check table (see FIG. 11) into the order approval workflow. As a result, the order approval check data of the order approval check table is transmitted to the approver terminal device 9, and the approver determines whether approval is possible (step S9).

If the approval result of rejecting the order is returned from the approver terminal device 9 based on this judgment of approval or disapproval, the business operator reconsiders the order details and order amount and inputs the order again (step S6). . As a result, the product, amount, etc. specified to be ordered are determined again by the approver (step S7, step S9).

On the other hand, if the difference calculated by the calculation unit 22 is 0 yen or more, it means that the purchase amount of the product specified to be ordered is within the balance amount for the current month and it is OK to place the order. (Step S7: OK). Furthermore, if approval is obtained by the approver in step S9, this means that the order may be placed as is. Therefore, the business operator places an order for the desired product via the communication processing unit 26, and inputs the arrival schedule of the product through the arrival schedule input screen (step S8). This completes the proper ordering of the product.

(Main operations when placing an order)
Next, the main operations at the time of ordering in steps S6, S7, and S9 of the flowchart of FIG. 3 will be explained. FIG. 6 is a flowchart showing the flow of main operations at the time of ordering of the inventory management device 1 according to the embodiment. The control unit 3 executes the process shown in the flowchart of FIG. 6 based on the inventory management program stored in the storage unit 2.

First, in step S5 of the flowchart of FIG. 3, the purchase plan amount for each product category is set, and the flowchart of FIG. 6 starts, and the processes are sequentially executed from step S11. In step S11, the acquisition unit 21 acquires the current purchase plan amount, which is the purchase plan amount set for the current month, from the product type purchase quota setting master 11 illustrated in FIG. 5, and the carryover adjustment amount from the previous month. Get the previous carryover adjustment amount. Note that this previous adjustment amount carried forward may be adjusted to a desired amount by the business operator, as will be described later.

Further, in step S12, the acquisition unit 21 obtains the previously ordered amount (=the current month ordered amount), which is the amount ordered in the previous order within the current month, from the ordered data stored in the storage unit 2. At the same time, the current scheduled order amount, which is the purchase amount of the product entered by the business operator on the order entry screen, is obtained.

Next, in step S13, the calculation unit 22 calculates a purchase quota corresponding to the remaining balance amount at the present time within the current month. FIG. 7 is a schematic diagram for explaining how to calculate this purchasing quota. FIG. 7 shows an example in which a planned purchase amount of 2.5 million yen is set for product category B for May. The business operator is able to order products of product category B within the "purchase quota" that corresponds to the balance amount obtained by subtracting the ordered amount in May from this planned purchase amount. . Specifically, the calculation unit 22 calculates the "purchase quota (balance amount)" based on the following calculation formula.

Purchase quota = (current purchase plan amount + previous carryover adjustment amount) - previous ordered amount - current planned order amount)

For example, to explain using the example in Figure 8, as illustrated in Figure 8(b), the planned purchase amount in January 2022 is 400,000 yen, and the carryover adjustment amount from December 2021 is 150,000 yen. It is 10,000 yen. Therefore, in January 2022, the initial value of the purchase quota will be "400,000 yen + 150,000 yen = 550,000 yen". On the other hand, if an order for 300,000 yen is placed in January 2022 as shown in Figure 8(a), and an order for 50,000 yen is placed in January 2022, then The monthly purchase quota increase/decrease amount and carryover adjustment amount are "550,000 yen - 350,000 yen = 200,000 yen" as shown in Figure 8(b).

Here, it is assumed that the business operator adjusts the carryover adjustment amount of "200,000 yen" to "100,000 yen" as shown in FIG. 8(b). As a result, the initial value of the purchase quota for February 2022 will be "700,000 yen + 100,000 yen = 800,000 yen." Assuming that 600,000 yen worth of orders have been placed in February 2022, the remaining purchase quota in February 2022 will be 200,000 yen (800,000 yen - 600,000 yen) as shown in Figure 8(b). 10,000 yen = 200,000 yen). The amount of the remaining purchase quota is stored by the calculation unit 22 in the product-specific purchase quota setting master 11 as the purchase quota increase/decrease amount and carryover adjustment amount, as shown in FIG. 8(b). Every time an order is placed within the current month, the calculation unit 22 updates the purchase quota increase/decrease amount and carryover adjustment amount in the product-specific purchase quota setting master 11 to the amount obtained by subtracting the order amount.

Next, in step S14, the calculation unit 22 determines whether the balance amount within the current month, which is the amount of the purchase quota calculated using the above-mentioned arithmetic expression, has become less than 0 yen. For example, FIG. 9A shows ordered data indicating the amount of orders already placed in February 2022. The example in FIG. 9(a) shows that "400,000 yen" has been ordered in February 2022. Further, FIG. 9(b) shows that a new order of 300,000 yen is scheduled for the date of February 15, 2022.

In this case, the calculation unit 22 calculates "(current purchase plan amount + previous carryover adjustment amount) - previous ordered amount - current scheduled order amount" as shown in FIG. 9(b). (700,000 yen + 200,000 yen) - 400,000 yen - 300,000 yen = 200,000 yen. The calculation result of this calculation, 200,000 yen, is an amount of 0 yen or more. This means that even if the planned order is placed, 200,000 yen will remain as a purchasing quota. Therefore, the business operator directly orders the product and inputs the arrival schedule as shown in step S8 of FIG.

Further, the calculation unit 22 sets (updates) the balance of the purchase quota calculated in this way in the product-specific purchase quota setting master 11 as the purchase quota increase/decrease amount and carryover adjustment amount in step S18. This type-specific purchasing quota setting master 11 is displayed by a display designation operation by a business operator. Further, the carryover adjustment amount in the product type purchasing quota setting master 11 can be changed by the operations of the business operator. The process of changing the carryover adjustment amount will be described later as the process of step S19 and step S20.

On the other hand, as shown in Figure 9(a), in the state where "400,000 yen" has been ordered in February 2022, as shown in Figure 9(c), on the 15th of February 2022, If an order of 600,000 yen is scheduled for this date, the calculation performed by the calculation unit 22 based on the above formula is "(700,000 yen + 200,000 yen) - 400,000 yen - 600,000 yen. = -100,000 yen. The result of this calculation, "-100,000 yen," is an amount less than 0 yen. This means that the currently scheduled order is an order that exceeds the purchasing quota. Therefore, the warning processing unit 23 performs a predetermined warning process such as displaying an error message via a warning screen in step S15.

To explain in detail again, FIG. 10(a) is an example of a purchase order input screen on which a business operator inputs a purchase order. Based on such a purchase order input screen, the business operator selects a supplier such as "S00001 (Manufacturer A)" and a purchasing department such as "B00001 (Product 1 Department)," and also selects the purchase order on February 15, 2022. Enter the order date, such as February 21, 2022, and the scheduled purchase date, such as February 21, 2022. Then, as detailed information on the product to be ordered, the product classification, product name, purchase quantity, and purchase unit price are input. Thereby, the calculation unit 22 calculates the purchase amount based on the number of products purchased and the purchase unit price, and inputs the calculated amount into the input column for the purchase amount. In the example of FIG. 10(a), 400,000 yen and 200,000 yen of product category A are the amounts to be checked to see if they exceed the purchasing quota.

FIG. 10(b) is a diagram showing an example of a warning screen displayed by the warning processing unit 23 via the display control unit 24 when an order exceeding the purchase quota is scheduled. As shown in FIG. 10(b), when an order that exceeds the purchasing quota is specified, the warning processing unit 23 may issue a message such as "The purchasing quota has been exceeded. Do you want to continue registration?" A warning screen containing an error message such as "If you do so, your superior's approval is required." is generated and displayed via the display control unit 24. When obtaining approval from the superior (authorizer), the business operator operates the "YES" button displayed on the warning screen in FIG. 10(b).

When the "YES" button is operated, the warning processing unit 23 generates an order approval checklist illustrated in FIG. 11. As shown in FIG. 11, the warning processing unit 23 calculates the planned purchase amount, carryover adjustment amount, available purchase quota, ordered amount, current order amount (currently scheduled order amount), order amount, and the above-mentioned calculation. An order approval check table is generated so as to include the available purchase quota remaining amount, which is the calculation result using the formula. In addition, the warning processing unit 23 provides a "plan (purchasable quota)" that is the target purchase quota amount, carryover adjustment amount, and purchase quota for the current month and two months before and after the current month as "reference" to the approver. In addition, an order approval check table is generated so as to include the ordered amount, the current ordered amount, the ordered amount "actual (ordered amount)", and the available purchase limit amount "plan".

Such an order approval check list is included in the order approval workflow and transmitted to the approver terminal device 9 by the communication processing unit 26. Thereby, the approver determines whether or not the approval is acceptable (step S16).

If the approval result of rejecting the order is returned from the approver terminal device 9 based on this judgment of approval or disapproval (step S17: No), the business operator reconsiders the order details and order amount and inputs the order again. (FIG. 3: Step S6). As a result, the product and amount specified for ordering are determined again by the approver (FIG. 3: Steps S7 and S9).

On the other hand, if an approval result is obtained from the approver to approve the order (step S17: Yes), the business operator orders the product as is and schedules the arrival as shown in step S8 of FIG. Make input. Further, the calculation unit 22 calculates the balance of the purchase quota, and sets (updates) the balance in the product-specific purchase quota setting master 11 as the purchase quota increase/decrease amount and carryover adjustment amount in step S18.

Next, the carryover adjustment amount in the product type purchasing quota setting master 11 can be changed by the operation of the business operator. That is, when the business operator increases or reduces the carryover amount to be carried over to the next month, the business operator operates the input device 6 to change the carryover adjustment amount. When this change operation is performed, the change processing unit 25 changes the carryover adjustment amount from, for example, 200,000 yen to 100,000 yen ( update process) (step S20). The carryover adjustment amount and the like that have been changed are displayed by the business operator's display operation.

In this way, by making it possible to change the carryover adjustment amount, for example, the carryforward amount from last month is 200,000 yen, which is a large amount, but this month, you do not need to purchase as much. Since this is expected, the carryover amount can be adjusted flexibly, such as adjusting the carryover amount to reduce it to 100,000 yen.

Finally, the inventory management device 1 of the embodiment is also capable of generating and displaying a sales/purchasing/actual comparison table illustrated in FIG. 12. When the business operator specifies the generation of this sales/purchasing/actual comparison table, the display control unit 24 generates a sales/purchasing/actual comparison table for comparing, for example, the sales and purchasing forecast for the past three months. generate.

The example in FIG. 12 is an example in which the business operator selects "Product Classification A" as the product classification and "Product 1 Section" as the department. When this selection is made, the display control unit 24 generates a sales and purchase forecast actual comparison table for a total of three months, December 2021, January 2022, and February 2022, as shown in FIG. do. This sales/purchase forecast/actual comparison table includes each month's sales plan amount, actual sales amount, sales forecast actual amount, available purchase quota amount, initial purchase plan amount, purchase quota increase/decrease amount, carryover adjustment change amount, and purchase amount. It includes the actual amount and actual purchase amount.

Business operators, approvers, etc. can perform more accurate inventory management and business decisions using such sales/purchasing/actual comparison tables.

(Effects of embodiment)
As is clear from the above description, the inventory management device 1 according to the embodiment issues a warning for orders exceeding the purchase quota, and allows orders to be placed after obtaining approval from an approver. Therefore, it is possible to prevent excessive orders, perform appropriate inventory management, and improve cash flow. Furthermore, since the generation of surplus inventory can be prevented, inventory management costs can be reduced.

Furthermore, if an attempt is made to manage purchasing quotas on a product-by-product basis, the granularity of management becomes finer, making operational settings and management difficult. However, the inventory management device 1 according to the embodiment performs inventory management by setting purchasing quotas for each product category, and therefore can easily and accurately manage inventory with appropriate granularity.

In addition, the inventory management device 1 according to the embodiment generates and displays the purchase quota increase/decrease amount along with the carryover adjustment amount. The purchase limit increase/decrease amount is the amount that represents the previous month's forecast. By displaying the purchase quota increase/decrease amount, it is possible to immediately detect purchase amounts that show an abnormal increase or decrease, and also analyze the cause.

Additionally, the inventory management device 1 according to the embodiment includes, in addition to such purchase quota increase/decrease amount, a carryover adjustment amount whose initial value is the same as the purchase quota increase/decrease amount and which can be modified to a desired value by the business operator. indicate. As a result, for example, the carryover amount from last month is 200,000 yen, which is a large amount, but since it is expected that there will not be a need to purchase as much this month, the carryover amount will be changed to 100,000 yen. Ordering control can be performed by adjusting the carryover amount on a case-by-case basis, such as by reducing the amount.

[Contribution to the Sustainable Development Goals (SDGs) led by the United Nations]
This embodiment can contribute to improving business efficiency and promoting appropriate management decisions of companies, so it is possible to contribute to Goal 8 and Goal 9 of the SDGs.

Furthermore, this embodiment can contribute to reducing waste loss and promoting paperless and electronic systems, making it possible to contribute to Goal 12, Goal 13, and Goal 15 of the SDGs.

Furthermore, this embodiment can contribute to strengthening control and governance, making it possible to contribute to Goal 16 of the SDGs.

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

For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all of the processes described as being performed manually can be performed manually. Alternatively, some of the steps can be performed automatically using known methods.

In addition, unless otherwise specified, information including processing procedures, control procedures, specific names, parameters such as registered data and search conditions for each process, screen examples, and database configurations shown in this specification and drawings are included. It can be changed arbitrarily.

Further, regarding the inventory management device 1, each illustrated component is functionally conceptual, and does not necessarily need to be physically configured as illustrated.

For example, the processing functions provided in the inventory management device 1, especially the control unit 3 and each processing function performed by the control unit 3, are interpreted in whole or in part by a CPU (Central Processing Unit) and the CPU. It may be realized by a program to be executed, or may be realized by hardware using wired logic. Note that the program is recorded in a non-temporary computer-readable recording medium containing programmed instructions for causing the information processing device to execute the processing described in this embodiment, and is stored in the inventory management device as necessary. 1 mechanically read. That is, a storage unit such as a ROM or an HDD stores a computer program that cooperates with the OS to give instructions to the CPU and perform various processes. This computer program is executed by being loaded into the RAM, and constitutes the control unit 3 in cooperation with the CPU.

Further, the inventory management program of this inventory management device 1 may be stored in another server device connected to the inventory management device 1 via any network, and all or part of it may be stored as necessary. It is also possible to download.

Further, the inventory management program for executing the processing described in this embodiment may be stored in a non-temporary computer-readable recording medium, or may be configured as a program product. Here, this "recording medium" refers to a memory card, USB (Universal Serial Bus) memory, SD (Secure Digital) card, flexible disk, magneto-optical disk, ROM, EPROM (Erasable Programmable Read Only Memory), EEPROM (registered Trademark) (Electrically Erasable and Programmable Read Only Memory), CD-ROM (Compact Disk Read Only Memory), MO (Magneto-Optical Disk), DVD (Digital Versatile Disk), Blu-ray (registered trademark) Disc, etc. shall include any “portable physical medium”.

Furthermore, a "program" is a data processing method written in any language or writing method, and does not matter in the form of source code or binary code. Note that a "program" is not necessarily limited to a unitary structure, but may be distributed as multiple modules or libraries, or may work together with separate programs such as an OS to achieve its functions. Including things. Note that well-known configurations and procedures can be used for the specific configuration and reading procedure for reading the recording medium in the inventory management device 1 shown in the embodiment, and the installation procedure after reading.

The storage unit 2 is a storage means such as a memory device such as RAM or ROM, a fixed disk device such as a hard disk, a flexible disk, or an optical disk, and stores various programs, tables, databases, and the like used for various processing and website provision. , stores files for web pages, etc.

Further, the inventory management device 1 may be constituted by an information processing device such as a known personal computer device or a workstation, or may be constituted by an information processing device to which arbitrary peripheral devices are connected. Further, the information processing device may be implemented by implementing software (including programs, data, etc.) that implements the processing described in this embodiment.

Furthermore, the specific form of dispersion/integration of devices is not limited to what is shown in the diagram, and all or part of the devices can be functionally or physically divided into arbitrary units according to various additions or additions of functions. It can be configured in a distributed/integrated manner. That is, the embodiments described above may be implemented in any combination, or the embodiments may be implemented selectively.

INDUSTRIAL APPLICATION This invention is suitable for application to the inventory management of the retail industry of goods.

1 Inventory management device 2 Storage unit 3 Control unit 4 Communication interface unit 5 Input/output interface unit 6 Input device 7 Output device 8 Network 9 Approver terminal device 11 Product type purchasing quota setting master 21 Acquisition unit 22 Calculation unit 23 Warning processing unit 24 Display control section 25 Change processing section 26 Communication processing section

Claims (7)

Obtain the current purchase plan amount, which is the purchase plan amount for the product corresponding to the current calculation period, and also obtain the previous carryover adjustment amount, which is the difference between the purchase plan amount and the actual amount in the previous calculation period. an acquisition unit that acquires;
From the value obtained by adding the previous carryover adjustment amount to the current purchase plan amount, the ordered amount, which is the amount used to purchase the product in the current calculation period, and the amount used for ordering the product this time. By subtracting the planned order amount, which is the planned amount, the balance amount that can be used for purchasing products in the current calculation period is calculated, and the aforementioned previous carryover adjustment amount is added to the current purchasing plan amount. a calculation unit that calculates the next purchase quota increase/decrease amount, which is an amount that can be carried over to the next calculation period, by subtracting the actual amount in the current calculation period from the processed value;
a warning processing unit that performs a predetermined warning process when the balance amount indicating that there is no remaining money is calculated;
The next purchase quota increase/decrease amount calculated by the calculation unit and the next carryover adjustment amount, which is the same amount as the next purchase quota increase/decrease amount and can be carried over to the next calculation period, are displayed on the display unit. a display control unit for displaying;
Inventory management device with. further comprising a change processing unit that changes the next carryover adjustment amount according to an operation by an operator;
The inventory management device according to claim 1, characterized by: The warning processing section displays a predetermined alert via the display control section as the warning processing,
further comprising a notification processing unit that notifies an approver of the occurrence of the alert;
The inventory management device according to claim 1, characterized by: The warning processing section displays a predetermined alert via the display control section as the warning processing,
further comprising a notification processing unit that notifies an approver of the occurrence of the alert;
The inventory management device according to claim 2, characterized in that: The acquisition unit acquires the purchase plan amount for each product category of the product;
The inventory management device according to any one of claims 1 to 4, characterized in that: The acquisition unit acquires the current purchase plan amount, which is the purchase plan amount for the product corresponding to the current calculation period, and the previous purchase plan amount, which is the difference between the purchase plan amount and the actual amount in the previous calculation period. a retrieval step of retrieving a carryover adjustment amount;
The calculation unit calculates the ordered amount, which is the amount used to purchase the product in the current calculation period, and the ordered amount, which is the amount used to purchase the product in the current calculation period, from the value obtained by adding the previous carryover adjustment amount to the current purchase plan amount. By subtracting the planned order amount, which is the amount that is planned to be used, the balance amount that can be used for purchasing products in the current calculation period is calculated, and the amount carried over from the previous purchase plan is added to the current purchase plan amount. a calculation step of calculating the next purchase quota increase/decrease amount, which is an amount that can be carried over to the next calculation period, by subtracting the actual amount in the current calculation period from the value obtained by adding the adjustment amount;
a warning processing step in which the warning processing unit performs predetermined warning processing when the balance amount indicating that there is no remaining money is calculated;
The display control unit displays the next purchase quota increase/decrease amount calculated in the calculation step and the next carryover adjustment which is the same amount as the next purchase quota increase/decrease amount and is an amount that can be carried over to the next calculation period. a display control step for displaying the amount on the display section;
An inventory management method that has computer,
Obtain the current purchase plan amount, which is the purchase plan amount for the product corresponding to the current calculation period, and also obtain the previous carryover adjustment amount, which is the difference between the purchase plan amount and the actual amount in the previous calculation period. an acquisition unit that acquires;
From the value obtained by adding the previous carryover adjustment amount to the current purchase plan amount, the ordered amount, which is the amount used to purchase the product in the current calculation period, and the amount used for ordering the product this time. By subtracting the planned order amount, which is the planned amount, the balance amount that can be used for purchasing products in the current calculation period is calculated, and the aforementioned previous carryover adjustment amount is added to the current purchasing plan amount. a calculation unit that calculates the next purchase quota increase/decrease amount, which is an amount that can be carried over to the next calculation period, by subtracting the actual amount in the current calculation period from the processed value;
a warning processing unit that performs a predetermined warning process when the balance amount indicating that there is no remaining money is calculated;
The next purchase quota increase/decrease amount calculated by the calculation unit and the next carryover adjustment amount, which is the same amount as the next purchase quota increase/decrease amount and can be carried over to the next calculation period, are displayed on the display unit. to function as a display control unit to display;
An inventory management program featuring:

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