JP7104594B2 - Order / sales management device, order / sales management method and order / sales management program - Google Patents

Description

The present invention relates to an order / sales management device, an order / sales management method, and an order / sales management program.

Patent Document 1 states, "If the quantity of shipping reservation order information is the number of lot-collecting units, for example, 100 or more and the shipping reservation cannot be satisfied by only one lot, a plurality of plans are made according to the priority of timely supply. It is divided into lots and allocated "(see paragraph 0153 of Patent Document 1 and the like).

Japanese Unexamined Patent Publication No. 2003-91309

However, the inventory allocation disclosed in Patent Document 1 cannot meet the following requirements. That is, in the logistics industry and the retail industry, order identification data (order number) is often used to manage product orders and sales.
1. 1. When all products in the same order number can be stocked from the same warehouse (for example, when goods A and B having the same order number A1000 can be stocked from warehouse A)
→ Automatically create order data and sales data 2. When all products within the same order number can be stocked from multiple warehouses (for example, among product A and product B having the same order number A1000, product A can be stocked from warehouse A and product B. If inventory can be allocated from warehouse B)
→ Automatically create order data and sales data, and at the same time generate a warning. When an out-of-stock product occurs among all the products in the same order number (for example, among the product A and the product B having the same order number A1000, the product A can be stocked from the warehouse A, but the product B When the stock is not enough in warehouse B)
→ It is a request to flexibly manage orders and sales according to the inventory status of the warehouse, such as automatically creating only order data and generating errors, and to generate warnings and errors as necessary.

The present invention has been made in view of the above problems, and can flexibly manage orders and sales according to the stock status of the warehouse, and can generate warnings and errors as necessary. The purpose is to provide a management device, an order / sales management method, and an order / sales management program.

In order to solve the above-mentioned problems and achieve the object, the order / sales management device according to the present invention is an order / sales management device including a control unit and a storage unit, and the storage unit identifies an order. Order data including order identification data for identifying a product, product identification data for identifying a product, and the number of orders for the product, warehouse identification data for identifying a warehouse, product identification data, and the number of stocks of the product. The inventory data to be included and the priority master including the priority in the case where the warehouse is set as the allocation destination and set for each product are stored, and the control unit is in the order data. Regarding the product specified by the product identification data, among the warehouses specified by the warehouse identification data in the inventory data associated with the product identification data, the product set for the specified product in the priority master. In order from the warehouse with the highest priority, the allocation means that allocates the inventory by reducing the number of stocks until the number of orders is reached, and the allocation means that allocates the same order among the specified products as a result of the allocation by the allocation means. If all of the data can be allocated from the same warehouse, the order identification data, the product identification data, the warehouse identification data for the allocation destination warehouse, and the above, based on the order data and the inventory data. A plurality of the specified products having the same order identification data as a result of the allocation by the first creation means for creating the order record and the sales record including the stock quantity deducted from the warehouse and the allocation means. When allocation can be made from the warehouse, the order identification data, the product identification data, the warehouse identification data for the allocation destination warehouse, and the number of stocks deducted from the warehouse are the same based on the order data and the inventory data. As a result of the allocation by the allocation means, the second creation means for creating the order record and the sales record including the warning indicating that the allocation destination is a plurality of warehouses for the product having the order identification data of the above. If there is a specified product that has the same order identification data and cannot be allocated for the number of orders, the order identification data and the product identification are based on the order data and the inventory data. It means that there is a product that cannot be allocated among the fictitious warehouse identification data which is the warehouse identification data for identifying the data and the fictitious warehouse and the product having the same order identification data as the number of orders of the specified product. Orders including errors It is characterized by having a third creation means for creating code.

Further, in the order / sales management device according to the present invention, the control unit notifies the operator of the order identification data and the product identification data included in the order record and the sales record created by the second creation means. It is characterized by further providing means.

Further, the order / sales management device according to the present invention is a display means for displaying the order record created by the third creation means on the sales input screen by the control unit in response to an instruction from the sales input screen. , The real warehouse identification data including the order identification data and the product identification data in the displayed order record, and the fictitious warehouse identification data in the displayed order record for identifying an existing warehouse. It has been changed to the warehouse identification data, the number of orders in the displayed order record has been changed to the number of stocks that can be allocated from the existing warehouse, and the error in the displayed order record has been deleted. It is characterized by further providing a sales record creation means for creating an existing sales record.

Further, in the order / sales management device according to the present invention, the order data is data created by an order on a website from a customer, and the order identification data identifies an order on the website. It is characterized by being an order number for the user.

Further, the order / sales management method according to the present invention is an order / sales management method executed by an information processing device including a control unit and a storage unit, and the storage unit is used for order identification for identifying an order. Order data including data and product identification data for identifying products and the number of orders for the product, inventory data including warehouse identification data and product identification data for identifying the warehouse and the number of stocks of the product, and The priority master in the case where the warehouse is set as the allocation destination, including the priority set for each product, is stored, and the product in the order data executed by the control unit is executed. Regarding the product specified by the identification data, among the warehouses specified by the warehouse identification data in the inventory data associated with the product identification data, the priority set for the specified product in the priority master. The same order identification data among the specified products is obtained as a result of the allocation step in which the inventory is allocated by reducing the number of inventories until the number of orders is reached, and the allocation in the allocation step, in order from the warehouse with the highest value. If all of the possessions can be allocated from the same warehouse, the order identification data, the product identification data, the warehouse identification data for the allocation destination warehouse, and the warehouse are used based on the order data and the inventory data. As a result of the first creation step of creating the sales order record and the sales record including the reduced stock quantity and the allocation in the allocation step, the specified products having the same order identification data are obtained from a plurality of warehouses. If allocation is possible, based on the order data and the inventory data, the same order as the order identification data, the product identification data, the warehouse identification data for the allocation destination warehouse, and the number of stocks deducted from the warehouse. As a result of the second creation step of creating the sales order record and the sales record including the warning indicating that the allocation destination is a plurality of warehouses for the product having the identification data, and the allocation in the allocation step, the identification is performed. If there is a product that has the same order identification data and cannot be allocated for the number of orders, the order identification data and the product identification data are obtained based on the order data and the inventory data. It means that there is a product that cannot be allocated among the fictitious warehouse identification data which is the warehouse identification data for identifying the fictitious warehouse and the product having the same order identification data as the number of orders of the specified product. It is characterized by including a third creation step of creating an order record including an error.

Further, the order / sales management program according to the present invention is an order / sales management program for being executed by an information processing device including a control unit and a storage unit, and the storage unit contains an order for identifying an order. Order data including identification data, product identification data for identifying products, and the number of orders for the product, and inventory data including warehouse identification data for identifying the warehouse, product identification data, and the number of stocks of the product. , A priority master including those set for each product, which is a priority in the case where the warehouse is used as an allocation destination, is stored in the order data to be executed by the control unit. Regarding the product specified by the product identification data, among the warehouses specified by the warehouse identification data in the inventory data associated with the product identification data, the product set for the specified product in the priority master. In order from the warehouse with the highest priority, the allocation step of performing inventory allocation by reducing the number of stocks until the number of orders is reached, and the allocation step in the allocation step result in the same order identification among the specified products. If all of the data can be allocated from the same warehouse, the order identification data, the product identification data, the warehouse identification data for the allocation destination warehouse, and the above, based on the order data and the inventory data. As a result of the first creation step of creating order records and sales records including the number of stocks deducted from the warehouse and the allocation in the allocation step, a plurality of the specified products having the same order identification data. When allocation can be made from the warehouse, the order identification data, the product identification data, the warehouse identification data for the allocation destination warehouse, and the number of stocks deducted from the warehouse are the same based on the order data and the inventory data. As a result of the second creation step of creating the sales order record and the sales record including the warning indicating that the allocation destination is a plurality of warehouses for the product having the order identification data of, and the allocation in the allocation step, the above. If there is a specified product that has the same order identification data and cannot be allocated for the number of orders, the order identification data and the product identification are based on the order data and the inventory data. Items that cannot be allocated among the fictitious warehouse identification data, which is the warehouse identification data for identifying the data and the fictitious warehouse, and the products having the same order identification data as the number of orders for the specified product. It is characterized by including a third creation step of creating an order record, including an error indicating that is present.

According to the present invention, it is possible to flexibly manage orders and sales according to the inventory status of the warehouse, and to generate warnings and errors as needed.

FIG. 1 is a block diagram showing an example of the configuration of the order / sales management device. FIG. 2 is a diagram showing an example of a flowchart of the process according to the present embodiment. FIG. 3 is a diagram showing an example of a product master, a warehouse master, and an allocation priority master. FIG. 4 is a diagram showing an example of creating order data and sales data when there is abundant inventory. FIG. 5 is a diagram showing an example of creating order data and sales data when the allocation destinations of products in different order details are divided into a plurality of warehouses. FIG. 6 is a diagram showing an example of creating order data and sales data when the allocation destinations of products in the same order details are divided into a plurality of warehouses. FIG. 7 is a diagram showing an example of creating order data and sales data when inventory is insufficient.

The order / sales management device, the order / sales management method, and the embodiment of the order / sales management program will be described in detail below with reference to the drawings. The present invention is not limited to the present embodiment.

[1. Overview]
When the data ordered by the customer on the website is linked to the system, the shipping warehouse is not selected by the customer who is the orderer, but is automatically set on the system side in many cases. In the past, when allocating inventory on the system, after specifying the product and warehouse, it was confirmed whether or not there was inventory available in the warehouse. However, since a large number of orders are generated daily via the website, the following 1 or 2 requests exist when the web order data is linked to the system to record sales.
1. 1. When ordering via a website, I want to limit the warehouses that can be reserved. In addition, we would like to prioritize the warehouses that will be reserved for each product.
2.1 If the number of orders in the item> the number of items in stock in one warehouse and there is inventory in another warehouse, we would like to divide the item so that products can be shipped from multiple warehouses.

Therefore, in the present embodiment, for example, by including the following steps 1 to 4, it is possible to meet the requirements of the above 1 and 2.
1. 1. The allocation priority for each product and each warehouse is set in the master in advance.
2. In the case of an order via a website, warehouses are selected in the order of priority of the set masters, and an inventory allocation check is performed.
3. If one warehouse cannot be allocated, it is checked whether inventory can be allocated for the number of remaining orders from the warehouse with the next highest priority among the warehouses in the set master. If all the orders can be allocated, order data and sales data are created.
4. On the other hand, if an error occurs because the number of orders cannot be allocated due to inventory shortage, sales data is not created and only order data is created. In addition, when shipping and selling, it is recorded with reference to the created order data.

Further, in the past, there have been one or two requests below when recording sales by linking Web order data to a system.
1. 1. In the past, checking whether inventory allocation was possible was carried out on a product-by-product basis, so even if inventory allocation is possible from multiple warehouses, sales data is not created due to an inventory shortage error, so sales data is used. I needed a mechanism to make it possible.
2. Depending on the product and order details, it may not be desirable to ship from multiple warehouses, and a mechanism to generate an alert was required when inventory was allocated from multiple warehouses.

Therefore, in the present embodiment, for example, for the order data linked from the website, the inventory allocation check can be performed by referring to the master in which the allocation order for each product and each warehouse is set. Then, order data and sales data are created as shown in 1 to 3 below according to the inventory allocation result.
1. 1. When all products within the same order number can be shipped from the same warehouse → Order data and sales data are automatically created.
2. When products within the same order number are reserved for inventory from multiple warehouses → Order data and sales data are automatically created and a warning is generated. The sales representative then checks the warning and adjusts the warehouse and the number of orders as needed.
3. 3. When an out-of-stock product occurs within the same order number → Only order data is automatically created and an out-of-stock error occurs. Then, the sales representative confirms the error content, adjusts the warehouse and the number of orders, and then creates sales data.
The flow chart of the process is as shown in FIG. Hereinafter, a specific configuration and operation will be described.

[2. Constitution]
An example of the configuration of the order / sales management device 100 according to the present embodiment will be described with reference to FIG. FIG. 1 is a block diagram showing an example of the configuration of the order / sales management device 100.

The order / sales management device 100 is a commercially available desktop personal computer. The order / sales management device 100 is not limited to a stationary information processing device such as a desktop personal computer, but also includes a commercially available notebook personal computer, PDA (Personal Digital Assistants), smartphone, tablet personal computer, and the like. It may be a portable information processing device.

The order / sales management 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 order / sales management device 100 is communicably connected via an arbitrary communication path.

The communication interface unit 104 connects the order / sales management device 100 to the network 300 in a communicable manner 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 order / sales management device 100 and the server 200 so as to be able to communicate with each other, and is, for example, the Internet or a LAN (Local Area Network). Data of various masters and the like, which will be described later, 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 a command 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 may, for example, include a product master 106a, a warehouse master 106b, an allocation priority master 106c as a priority master, order data 106d, current warehouse data 106e as inventory data, order data 106f, and sales. The data is 106 g.

As shown in FIG. 3, the product master 106a includes, for example, product identification data (product A and product B) for identifying products.

As shown in FIG. 3, the warehouse master 106b includes, for example, warehouse identification data (warehouses A to D and a dummy warehouse) for identifying a warehouse. The warehouse identification data includes real warehouse identification data (warehouses A to D), which is the warehouse identification data for identifying an existing warehouse, and fictitious warehouse identification, which is the warehouse identification data for identifying a fictitious warehouse. It is roughly divided into data (dummy warehouse).

As shown in FIG. 3, the allocation priority master 106c includes, for example, a priority in the case where the warehouse is the allocation destination and is set for each product. For example, in the example of FIG. 3, for the product A, the first priority is set in the warehouse A, the second priority is set in the warehouse B, and the third priority is set in the warehouse C. On the other hand, in the example of FIG. 3, for the product B, the warehouse C is set to the priority number 1, the warehouse B is set to the priority number 2, the warehouse A is set to the priority number 3, and the warehouse. Priority 4 is set for D. In this way, in the allocation priority master 106c, it is possible to set which warehouse is preferentially assigned as the allocation destination for each product.

As shown in FIGS. 4 to 7, the order data 106d includes, for example, an order identification data (Web order No.) for identifying an order, a line number of an order detail, the product identification data (product), and the above. Includes the number of ordered products (quantity), etc. The order data 106d is, for example, data created by an order from a customer on a website, in which case the order identification data is, for example, an order number for identifying an order on the website. be.

As shown in FIGS. 4 to 7, the current warehouse data 106e includes, for example, the warehouse identification data (warehouse), the product identification data (commodity), the number of stocks of the product (current warehouse), and the like. ..

As shown in FIGS. 4 to 7, the order data 106f includes an order record corresponding to information in one horizontal line. The order record is created based on the order data 106d and the current warehouse data 106e. For the information contained in the order record, see the following [3. Specific example of processing] will be described in detail.

The order record includes one of the following three types of data status (error classification) depending on the status of allocation. That is, "error classification: none", which means that the allocation destinations are the same warehouse for products having the same order identification data, and the allocation destinations are multiple warehouses for the products having the same order identification data. "Error classification: Warning *", which is a warning that means that there is an error, and "Error classification: Yes", which is an error that means that there are some products that have the same order identification data and cannot be allocated. be. When the error category is "none", both the order data 106f and the sales data 106g are created. When the error category is "warning *", both the order data 106f and the sales data 106g are created, but the person in charge is notified of the warning alert. When the error category is "Yes", the order data 106f is created but the sales data 106g is not created, and the person in charge is notified of the error alert.

As shown in FIGS. 4 to 7, the sales data 106 g includes a sales record corresponding to the information in one horizontal line. The sales record is created based on the order data 106d and the current warehouse data 106e. For the information contained in the sales record, please refer to the following [3. Specific example of processing] will be described in detail. The sales record includes either "error category: none" or "error category: warning *" as the data status.

The control unit 102 is a CPU or the like that comprehensively controls the order / sales management 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 specified, for example, (1) with respect to the product specified by the product identification data in the order data, by the warehouse identification data in the inventory data associated with the product identification data. As a means of allocating inventory by reducing the number of stocks until the number of orders is reached, in order from the warehouse with the highest priority set for the specified product in the priority master. When the allocation unit 102a and (2) all of the specified products having the same order identification data can be allocated from the same warehouse as a result of the allocation by the allocation means, the order data and the inventory data As a first creation means for creating an order record and a sales record including the order identification data, the product identification data, the warehouse identification data for the allocation destination warehouse, and the number of stocks deducted from the warehouse based on the above. When the specified products having the same order identification data can be allocated from a plurality of warehouses as a result of the allocation by the first preparation unit 102b and (3) the allocation means, the order data and the above Based on the inventory data, there are a plurality of allocation destinations for products having the same order identification data, the product identification data, the warehouse identification data for the warehouse as the allocation destination, and the same order identification data as the number of stocks deducted from the warehouse. The second creation unit 102c as the second creation means for creating the order record and the sales record including the warning indicating that the warehouse is in the above, and (4) the order record created by the second creation means and the order record. The notification unit 102d as a notification means for notifying the operator of the order identification data and the product identification data included in the sales record, and (5) the specified product as a result of the allocation by the allocation means are the same. If there is a product that has order identification data and cannot be allocated for the number of orders, the order identification data, the product identification data, and the fictitious warehouse are identified based on the order data and the inventory data. Create an order record containing the fictitious warehouse identification data which is the warehouse identification data for the purpose and an error which means that some of the products having the same order identification data as the number of orders of the specified product cannot be allocated. The third creation unit 102e as the third creation means, and (6) a display hand that displays the order record created by the third creation means on the sales input screen in response to an instruction from the sales input screen. The display unit 102f as a stage and (7) identify the warehouse in which the fictitious warehouse identification data in the displayed order record includes the order identification data and the product identification data in the displayed order record. It has been changed to the actual warehouse identification data which is the warehouse identification data for the purpose, and the number of orders in the displayed order record has been changed to the number of stocks that can be allocated from the existing warehouse, and the display has been made. It includes a sales record creation unit 102g as a sales record creation means for creating a sales record in which the error in the order record is deleted.

The allocation unit 102a specifies the product specified by the product name in the order data 106d in the allocation priority master 106c among the warehouses specified by the warehouse name in the current warehouse data 106e associated with the product name. Inventories are allocated by reducing the number of inventories until the number of orders is reached, in order from the warehouse with the highest priority set for the products.

When the first preparation unit 102b can allocate all of the specified products having the same order number from the same warehouse as a result of the allocation in the allocation unit 102a, the order data 106d and the current warehouse data 106e are displayed. Based on this, an order record and a sales record are created including the order number, the product name, the warehouse name for the warehouse to which the allocation is made, and the number of goods issued, which is the number of stocks deducted from the warehouse.

The second creation unit 102c is based on the order data 106d and the current warehouse data 106e when the specified goods having the same order number can be allocated from a plurality of warehouses as a result of the allocation by the allocation unit 102a. For products that have the same order number as the order number, product name, warehouse name for the warehouse that was the allocation destination, and the number of stocks that are the number of stocks subtracted from the warehouse, the allocation destinations are multiple warehouses. Create an order record and a sales record including a warning (error classification: warning *) that means that the item has been set.

The notification unit 102d notifies the operator of the order number and the product name included in the order record and the sales record created by the second creation unit 102c.

As a result of the allocation by the allocation unit 102a, the third creation unit 102e indicates that, among the specified products having the same order number, if there are products that cannot be allocated for the number of orders, the order data 106d and Based on the current warehouse data 106e, it means that there is a product that cannot be allocated among the products having the same order number as the order number, the product name, the warehouse name of the fictitious warehouse, and the number of orders of the specified product. Create an order record containing an error (error classification: Yes).

The display unit 102f receives an instruction from the sales input screen and displays the order record created by the third creation unit 102e on the sales input screen.

The sales record creation unit 102g includes the order number and the product name in the displayed order record, and the warehouse name of the fictitious warehouse in the displayed order record is changed to the warehouse name of the actual warehouse. , The number of orders in the displayed order record has been changed to the number of stocks that can be allocated from the existing warehouse, and the error (error classification: Yes) in the displayed order record has been deleted (error). Create a sales record (changed to Category: None).

[3. Specific example of processing]
In this item, a specific example of the process according to this embodiment will be described. In addition, this item [3. Specific example of processing], the specific contents of the product master 106a, the warehouse master 106b, and the allocation priority master 106c will be described as shown in FIG.

[3-1. If there is plenty in stock]
First, the processing when there is abundant inventory will be described in detail with reference to FIG.

(1) Processing for the Product Specified by Web Order No: A1000 With reference to the order data 106d in FIG. 4, there are two products specified by Web Order No: A1000, Product A and Product B.

First, the inventory allocation of the product A of the Web order No .: A1000 will be described. With reference to the current warehouse data 106e of FIG. 4, the warehouses associated with the product A are the warehouse A and the warehouse C, but with reference to the allocation priority master 106c of FIG. 3, the warehouse A is higher for the product A. It has a priority (1). Therefore, the allocation unit 102a allocates the inventory by subtracting the order number 10 of the product A of the Web order No. A1000 from the inventory number 20 of the product A in the warehouse A. After the inventory is allocated, the number of products A in stock in the warehouse A becomes 20-10 = 10.

Next, the inventory allocation of the product B of the Web order No .: A1000 will be described. With reference to the current warehouse data 106e in FIG. 4, the only warehouse associated with the product B is the warehouse A. Therefore, the allocation unit 102a allocates the inventory by subtracting the number of orders 5 of the product B of the Web order No. A1000 from the inventory number 20 of the product B in the warehouse A. After stock allocation, the number of goods B in stock in warehouse A becomes 20-5 = 15.

As a result of the allocation by the allocation unit 102a, both the product A and the product B having the Web order No. A1000 could be allocated from the same warehouse (warehouse A).

In this way, when all the products having the same Web order No. can be allocated from the same warehouse, the first creation unit 102b will perform the Web order No .: A1000 as shown in the first line of the order data 106f in FIG. About product A, Web order No.: A1000, product name: product A, warehouse name of the warehouse (corresponding to the shipping warehouse) that was the allocation destination: warehouse A, and the number of stocks reduced from warehouse A (to the number of orders) Equivalent): Create an order record including 10 and error classification: none. Further, as shown in the first line of the sales data 106g in FIG. 4, the first creation unit 102b has, regarding the product A of the Web order No. A1000, the Web order No. A1000, the product name: Product A, and the allocation destination. Create a sales record including the warehouse name of the warehouse (corresponding to the delivery warehouse): warehouse A, the number of inventories subtracted from the warehouse A (corresponding to the number of sales): 10, and the error classification: none.

In the same manner, as shown in the second line of the order data 106f and the sales data 106g in FIG. 4, the first creation unit 102b receives an order including "error classification: none" for the product B of the Web order No. A1000. Create records and sales records.

(2) Processing for the Product Specified by the Web Order No: A1001 Next, the inventory allocation of the product A of the Web Order No: A1001 will be described. As described in (1), the number of goods A in stock in the warehouse A is 10 after the stock allocation. Therefore, the allocation unit 102a allocates inventory by subtracting the order 10 of the product A of the Web order No. A1001 from the inventory number 10 of the product A in the warehouse A.

As a result of the allocation by the allocation unit 102a, the product A having the Web order No. A1001 could be allocated from the warehouse A. In this way, when all the products having the same Web order No. can be allocated from the same warehouse, the first creation unit 102b will perform the Web as shown in the third line of the order data 106f and the sales data 106g in FIG. For the product A of the order No. A1001, an order record and a sales record including "error classification: none" are created.

[3-2. When the allocation of goods in different order lines is divided into multiple warehouses]
Next, the processing when the allocation destination of the products in the different order details is divided into a plurality of warehouses will be described in detail with reference to FIG.

(1) Processing for the Product Specified by Web Order No: A1000 With reference to the order data 106d in FIG. 5, there are two products specified by Web Order No: A1000, Product A and Product B.

First, the inventory allocation of the product A of the Web order No .: A1000 will be described. With reference to the current warehouse data 106e of FIG. 5, the warehouses associated with the product A are the warehouse A and the warehouse C, but with reference to the allocation priority master 106c of FIG. 3, the warehouse A is higher for the product A. It has a priority (1). Therefore, the allocation unit 102a allocates the inventory by subtracting the order number 10 of the product A of the Web order No. A1000 from the inventory number 10 of the product A in the warehouse A. After the inventory is allocated, the number of products A in stock in the warehouse A becomes 10-10 = 0.

Next, the inventory allocation of the product B of the Web order No .: A1000 will be described. With reference to the current warehouse data 106e in FIG. 5, the only warehouse associated with the product B is the warehouse C. Therefore, the allocation unit 102a allocates the inventory by subtracting the number of orders 5 of the product B of the Web order No. A1000 from the inventory number 20 of the product B in the warehouse C. After stock allocation, the number of goods B in stock in warehouse C becomes 20-5 = 15.

As a result of the allocation by the allocation unit 102a, the product A and the product B having the Web order No. A1000 could be allocated from a plurality of warehouses (warehouse A and warehouse C, respectively).

In this way, when products having the same Web order No. can be allocated from a plurality of warehouses, the second creation unit 102c has the Web order No .: A1000 as shown in the first line of the order data 106f in FIG. Regarding product A, Web order No .: A1000, product name: product A, warehouse name of the warehouse (corresponding to the shipping warehouse) that was the allocation destination: warehouse A, and the number of stocks reduced from warehouse A (corresponding to the number of orders) ): Create an order record that includes 10 and error classification: warning *. Further, as shown in the first line of the sales data 106g in FIG. 5, the second creation unit 102c has, regarding the product A of the Web order No. A1000, the Web order No. A1000, the product name: Product A, and the allocation destination. Create a sales record that includes the warehouse name of the warehouse (corresponding to the issuing warehouse): warehouse A, the number of inventories subtracted from warehouse A (corresponding to the number of sales): 10, and the error classification: warning *.

In the same manner, the second creation unit 102c includes "error classification: warning *" for the product B of the Web order No. A1000, as shown in the second line of the order data 106f and the sales data 106g in FIG. Create sales order records and sales records.

As described above, the second creation unit 102c includes an order record including a warning when the allocation destinations of the product A and the product B, which are included in different order details but have the same Web order No. A1000, are different warehouses. And sales records can be created.

The notification unit 102d may notify the operator of "Web order No .: A1000" and "product name: product A, product B" included in the order record and the sales record created by the second creation unit 102c. Based on this notification, the operator refers to the order data 106f and the sales data 106g shown in FIG. 5, so that the operator can allocate the product A and the product B having the same Web order No .: A1000 to different warehouses. You can know exactly what you are doing. The operator may adjust the warehouse and quantity included in the order record and the sales record shown in FIG. 5 as necessary.

(2) Processing for the Product Specified by the Web Order No: A1001 Next, the inventory allocation of the product A of the Web Order No: A1001 will be described. As described in (1), the number of goods A in stock in the warehouse A is 0 after the stock allocation. Here, as described in (1), referring to the current warehouse data 106e in FIG. 5, the warehouses associated with the product A are the warehouse A and the warehouse C. Therefore, the allocation unit 102a allocates inventory by subtracting the order 10 of the product A of the Web order No. A1001 from the inventory number 10 of the product A in the warehouse C.

As a result of the allocation by the allocation unit 102a, the product A having the Web order No. A1001 could be allocated from the warehouse C. In this way, when products having the same Web order No. can be allocated from the same warehouse, the second creation unit 102c orders the Web as shown in the third line of the order data 106f and the sales data 106g in FIG. For product A of No: A1001, an order record and a sales record including "error classification: none" are created.

[3-3. When the allocation destination of the product in the same order line is divided into multiple warehouses]
Next, the processing when the allocation destination of the product in the same order item is divided into a plurality of warehouses will be described in detail with reference to FIG.

(1) Processing for the product specified by the Web order No: A1000 With reference to the order data 106d in FIG. 6, the products specified by the Web order No: A1000 are two products A and B.

First, the inventory allocation of the product A of the Web order No .: A1000 will be described. With reference to the current warehouse data 106e of FIG. 6, the warehouses associated with the product A are the warehouse A and the warehouse C, but with reference to the allocation priority master 106c of FIG. 3, the warehouse A is higher for the product A. It has a priority (1). Therefore, the allocation unit 102a allocates inventory by subtracting 7 out of 10 orders of product A of Web order No. A1000 from the inventory number 7 of product A in the warehouse A. After stock allocation, the number of goods A in stock in warehouse A becomes 7-7 = 0.

Subsequently, the allocation unit 102a allocates three items that could not be allocated out of the ten orders of the product A of the Web order No. A1000. That is, the allocation unit 102a allocates the inventory by subtracting 3 which is the portion of the product A of the Web order No. A1000 that could not be allocated from the inventory number 20 of the product A in the warehouse C. After stock allocation, the number of goods A in stock in warehouse C becomes 20-3 = 17.

Next, the inventory allocation of the product B of the Web order No .: A1000 will be described. With reference to the current warehouse data 106e in FIG. 6, the only warehouse associated with the product B is the warehouse C. Therefore, the allocation unit 102a allocates the inventory by subtracting the number of orders 5 of the product B of the Web order No. A1000 from the inventory number 20 of the product B in the warehouse C. After stock allocation, the number of goods B in stock in warehouse C becomes 20-5 = 15.

As a result of the allocation by the allocation unit 102a, 7 out of 10 products A having the Web order No. A1000 could be allocated from the warehouse A, and the remaining 3 items could be allocated from the warehouse C. Further, the allocation destination of the product B having the Web order No .: A1000 is the warehouse C.

In this way, when products having the same Web order No. can be allocated from a plurality of warehouses, the second creation unit 102c has the Web order No .: A1000 as shown in the first line of the order data 106f in FIG. For 7 items of product A, Web order No .: A1000, product name: product A, warehouse name of the warehouse (corresponding to the shipping warehouse) that was the allocation destination: warehouse A, and the number of stocks subtracted from warehouse A ( Create an order record that includes (corresponding to the number of orders): 7 and error classification: warning *. Further, as shown in the first line of the sales data 106g in FIG. 6, the second creation unit 102c has the Web order No. A1000 and the product name: Product A for seven products A of the Web order No. A1000. A sales record that includes the warehouse name of the warehouse (corresponding to the issuing warehouse) that was the allocation destination: warehouse A, the number of inventories subtracted from warehouse A (corresponding to the number of sales): 7, and the error classification: warning *. To create.

In the same manner, as shown in the second and third lines of the order data 106f and the sales data 106g of FIG. And, for the product B of the Web order No .: A1000, an order record and a sales record including "error classification: warning *" are created.

In this way, the second creation unit 102c includes an order record including a warning and a warning even when the allocation destination of the product A which is included in the same order details and has the same Web order No. A1000 is a different warehouse. You can create sales records.

The notification unit 102d may notify the operator of "Web order No .: A1000" and "product name: product A, product B" included in the order record and the sales record created by the second creation unit 102c. Based on this notification, the operator refers to the order data 106f and the sales data 106g shown in FIG. 6, so that the operator can allocate 7 products and 3 products A having the same Web order No .: A1000. Is a separate warehouse, and of the product A and product B having the same Web order No .: A1000, 7 products of product A and all the allocation destinations of product B are in separate warehouses. It can be grasped accurately and quickly. The operator may adjust the warehouse and quantity included in the order record and the sales record shown in FIG. 6 as necessary.

(2) Processing for the Product Specified by the Web Order No: A1001 Next, the inventory allocation of the product A of the Web Order No: A1001 will be described. As described in (1), the number of goods A in stock in the warehouse C is 17 after the stock allocation. Therefore, the allocation unit 102a allocates the inventory by subtracting the order number 10 of the product A of the Web order No. A1001 from the inventory number 17 of the product A in the warehouse C.

As a result of the allocation by the allocation unit 102a, the product A having the Web order No. A1001 could be allocated from the warehouse C. In this way, when products having the same Web order No. can be allocated from the same warehouse, the second creation unit 102c orders the Web as shown in the fourth line of the order data 106f and the sales data 106g in FIG. For product A of No: A1001, an order record and a sales record including "error classification: none" are created.

[3-4. When inventory is insufficient]
Finally, the processing when the inventory is insufficient will be described in detail with reference to FIG. 7.

(1) Processing for the product specified by Web order No: A1000 Specific numerical values are different for inventory allocation of product A and product B specified by Web order No: A1000 and creation of order record and sales record. However, since the processing method is the same as (1) of [3-1], the description thereof will be omitted. The order record and the sales record created for the product A having the Web order No: A1000 are shown in the first line of the order data 106f and the sales data 106g in FIG. 7, and are created for the product B having the Web order No: A1000. The order record and the sales record are shown in the second line of the order data 106f and the sales data 106g in FIG. 7.

(2) Processing for the Product Specified by the Web Order No: A1001 Next, the inventory allocation of the product A of the Web Order No: A1001 will be described. After the inventory allocation in (1), the inventory quantity of the product A in the warehouse A becomes 10 = 0 in the inventory quantity 10-Web order No .: the order quantity of the product A of A1000. Here, referring to the current warehouse data 106e of FIG. 7, the warehouses associated with the product A are the warehouse A and the warehouse C, but the inventory number 5 of the product A in the warehouse C is the product A of the Web order No .: A1001. The number of orders has not reached 10, and the stock is insufficient.

As described above, when there is a product having the same Web order No. that cannot be allocated for the number of orders, the third creation unit 102e displays the order data 106f in FIG. 7 in the third line. Regarding the product A of the Web order No. A1001, the Web order No. A1001, the product name: Product A, the warehouse name of the fictitious warehouse: dummy warehouse, the number of orders: 10, and the error classification: Yes are included. Create a sales order record. As described above, in the case of insufficient inventory, the availableable warehouse does not exist. Therefore, the third creation unit 102e sets the dummy warehouse registered in advance in the warehouse master 106b of FIG. 3 in the order record. The third creation unit 102e does not create a sales record for the product A of the Web order No. A1001.

When it is desired to ship and sell based on the order record including the dummy warehouse, the operator gives an instruction from the sales input screen and calls the order record. Upon receiving an instruction from the sales input screen, the display unit 102f displays an order record including a dummy warehouse created by the third creation unit 102e on the sales input screen.

Then, when the operator changes the warehouse (changes the product or quantity as necessary) in the order record including the dummy warehouse displayed on the sales input screen, the sales record creation unit 102g is shown in FIG. As shown in the sales data registration, the dummy warehouse has been changed to warehouse C, including the Web order No. A1001 and the product name: product A, and the number of orders 10 has been changed to 5, which is the number of stocks that can be allocated from warehouse C. Create a sales record with the error deleted and the error category "None". As a result, when the inventory is insufficient, it is possible to flexibly deal with the fact that only a part (= 5 pieces) of the number of orders (= 10 pieces) is shipped from an appropriate warehouse.

[4. summary]
As described above, according to the order / sales management device 100 according to the present embodiment, it is possible to flexibly manage orders / sales according to the inventory status of the warehouse and generate warnings and errors as necessary.

[5. 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 idea 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 order / sales management 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 order / sales management device 100, particularly each processing function performed by the control unit, all or any part thereof is realized by the CPU and a program 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 orders and sales are made as necessary. It is read mechanically by the management 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 the RAM, and cooperates with the CPU to form a control unit.

Further, this computer program may be stored in an application program server connected to the order / sales management device 100 via an arbitrary network, and all or a part thereof may be downloaded as needed. It is possible.

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, an optical magnetic disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), and an EPROM (registered). 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. It should be noted that well-known configurations and procedures can be used for specific configurations and reading procedures for reading the recording medium in each device shown in the embodiment, installation procedures 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 order / sales management 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 order / sales management 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 useful, for example, in an industry in which inventory management and shipping are performed using a plurality of warehouses, and is extremely useful in the logistics industry, the retail industry, and the like.

100 Order / Sales Management Device 102 Control Unit
102a Reserve
102b First preparation section
102c Second Creation Department
102d Notification section
102e Third Creation Department
102f display unit
102g Sales record creation unit 104 Communication interface unit 106 Storage unit
106a Product Master
106b Warehouse master
106c Reserve Priority Master
106d order data
106e Current warehouse data
106f Order data
106g Sales data 108 Input / output interface 112 Input device 114 Output device 200 Server 300 Network

Claims (6)

An order / sales management device equipped with a control unit and a storage unit.
In the storage unit
Order data including order identification data for identifying an order, product identification data for identifying a product, and the number of orders for the product, and
Inventory data including warehouse identification data for identifying a warehouse, product identification data, and the number of stocks of the product, and
A priority master that includes the priority that is set for each product when the warehouse is used as the allocation destination, and
Is stored,
The control unit
Regarding the product specified by the product identification data in the order data, among the warehouses specified by the warehouse identification data in the inventory data associated with the product identification data, the product specified by the priority master. In order from the warehouse with the highest priority set for, the stock allocation means for stock allocation by reducing the inventory quantity until the number of orders is reached, and
When all of the specified products having the same order identification data can be allocated from the same warehouse as a result of the allocation by the allocation means, the order identification data is based on the order data and the inventory data. And the first creation means for creating an order record and a sales record including the product identification data, the warehouse identification data for the warehouse to which the allocation is made, and the inventory quantity deducted from the warehouse.
As a result of the allocation by the allocation means, when the identified goods having the same order identification data can be allocated from a plurality of warehouses, the order identification data and the order identification data are obtained based on the order data and the inventory data. Warning that there are multiple allocation destinations for products that have the same order identification data as the product identification data and the warehouse identification data for the allocation destination warehouse and the number of stocks deducted from the warehouse. A second means of creating order records and sales records, including
As a result of the allocation by the allocation means, if there is a product that cannot be allocated for the number of orders among the specified products having the same order identification data, it is based on the order data and the inventory data. The order identification data, the product identification data, the fictitious warehouse identification data which is the warehouse identification data for identifying the fictitious warehouse, and the product having the same order identification data as the number of orders of the specified product. A third means of creating an order record that includes an error that means that some of them cannot be allocated, and
To prepare
Order / sales management device featuring. The control unit
Further provided is a notification means for notifying the operator of the order identification data and the product identification data included in the order record and the sales record created by the second creation means.
The order / sales management device according to claim 1. The control unit
A display means for displaying the order record created by the third creation means on the sales input screen in response to an instruction from the sales input screen, and
The real warehouse which includes the order identification data and the product identification data in the displayed order record and is the warehouse identification data for identifying the real warehouse in which the fictitious warehouse identification data in the displayed order record is present. It has been changed to identification data, the number of orders in the displayed order record has been changed to the number of stocks that can be allocated from the existing warehouse, and the error in the displayed order record has been deleted. How to create a sales record and how to create a sales record
To prepare further,
The order / sales management device according to claim 1 or 2. The order data is data created by an order from a customer on a website.
The order identification data is an order number for identifying an order on the website.
The order / sales management device according to any one of claims 1 to 3, wherein the order / sales management device is characterized. An order / sales management method executed by an information processing device including a control unit and a storage unit.
In the storage unit
Order data including order identification data for identifying an order, product identification data for identifying a product, and the number of orders for the product, and
Inventory data including warehouse identification data for identifying a warehouse, product identification data, and the number of stocks of the product, and
A priority master that includes the priority that is set for each product when the warehouse is used as the allocation destination, and
Is stored,
Executed by the control unit,
Regarding the product specified by the product identification data in the order data, among the warehouses specified by the warehouse identification data in the inventory data associated with the product identification data, the product specified by the priority master. In order from the warehouse with the highest priority set for, the inventory allocation step is performed by reducing the inventory quantity until the number of orders is reached.
If, as a result of the allocation in the allocation step, all of the specified products having the same order identification data can be allocated from the same warehouse, the order identification data is based on the order data and the inventory data. And the first creation step of creating an order record and a sales record including the product identification data, the warehouse identification data for the warehouse to which the allocation is made, and the inventory quantity deducted from the warehouse.
As a result of the allocation in the allocation step, when the specified goods having the same order identification data can be allocated from a plurality of warehouses, the order identification data and the order identification data are obtained based on the order data and the inventory data. Warning that there are multiple allocation destinations for products that have the same order identification data as the product identification data and the warehouse identification data for the allocation destination warehouse and the number of stocks deducted from the warehouse. The second creation step to create order records and sales records, including
As a result of the allocation in the allocation step, if there is a product that cannot be allocated for the number of orders among the specified products having the same order identification data, it is based on the order data and the inventory data. The order identification data, the product identification data, the fictitious warehouse identification data which is the warehouse identification data for identifying the fictitious warehouse, and the product having the same order identification data as the number of orders of the specified product. The third step of creating a sales order record that contains an error that means that some of them cannot be allocated, and
Including,
An order / sales management method characterized by. An order / sales management program to be executed by an information processing device equipped with a control unit and a storage unit.
In the storage unit
Order data including order identification data for identifying an order, product identification data for identifying a product, and the number of orders for the product, and
Inventory data including warehouse identification data for identifying a warehouse, product identification data, and the number of stocks of the product, and
A priority master that includes the priority that is set for each product when the warehouse is used as the allocation destination, and
Is stored,
To make the control unit execute
Regarding the product specified by the product identification data in the order data, among the warehouses specified by the warehouse identification data in the inventory data associated with the product identification data, the product specified by the priority master. In order from the warehouse with the highest priority set for, the inventory allocation step is performed by reducing the inventory quantity until the number of orders is reached, and the allocation step.
If, as a result of the allocation in the allocation step, all of the specified products having the same order identification data can be allocated from the same warehouse, the order identification data is based on the order data and the inventory data. And the first creation step of creating an order record and a sales record including the product identification data, the warehouse identification data for the warehouse to which the allocation is made, and the inventory quantity deducted from the warehouse.
As a result of the allocation in the allocation step, when the identified goods having the same order identification data can be allocated from a plurality of warehouses, the order identification data and the order identification data are obtained based on the order data and the inventory data. Warning that there are multiple allocation destinations for products that have the same order identification data as the product identification data and the warehouse identification data for the allocation destination warehouse and the number of stocks deducted from the warehouse. The second creation step to create order records and sales records, including
As a result of the allocation in the allocation step, if there is a product that cannot be allocated for the number of orders among the specified products having the same order identification data, it is based on the order data and the inventory data. The order identification data, the product identification data, the fictitious warehouse identification data which is the warehouse identification data for identifying the fictitious warehouse, and the product having the same order identification data as the number of orders of the specified product. The third step of creating a sales order record that contains an error that means that some of them cannot be allocated, and
Including,
An order / sales management program featuring.

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