JP7492450B2 - Sales planning support device, sales planning support method, and sales planning support program - Google Patents

Description

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

One thing to consider when making a sales plan for products in the manufacturing industry is to avoid increasing excess inventory. In the food industry in particular, it is not possible to hold a large amount of inventory due to expiration dates, so when making a sales plan, it is necessary to consider the future number of stocks, or the planned number of stocks.

Patent document 1 describes a method for creating inventory plans that can accurately track future changes in demand while managing and controlling constraints such as expiration dates.

JP 2012-118625 A

However, in the past, sales plans were often made based only on the planned sales volume and past sales performance, and there was a problem in that it was not possible to take into account the planned inventory volume if the products were sold according to the sales plan.

The present invention has been made in consideration of the above, and aims to provide a sales plan support device, a sales plan support method, and a sales plan support program that enable comparison of planned sales quantities and planned inventory quantities, for example, when inputting sales plans, and enable confirmation of the feasibility of the sales plan.

In order to solve the above-mentioned problems and achieve the object, the sales planning support device according to the present invention is a sales planning support device having a control unit, and is capable of accessing current inventory data that manages the current inventory number of each product, order data that manages the order number and order delivery date of each product, production instruction data that manages the production instruction number and production delivery date of each product, and sales schedule data that manages products, the planned sales number of each product, and the planned sales time for each sales representative, and the control unit is characterized by having a first extraction means that extracts products and planned sales numbers linked to a set planned sales time and a sales representative from the sales schedule data, a calculation means that calculates the planned inventory number of the products extracted by the first extraction means at the set planned sales time by referring to the current inventory data, the order data, and the production instruction data, using the planned sales number extracted by the first extraction means, and an output control means that outputs the calculation result of the calculation means and the planned sales number extracted by the first extraction means.

In addition, in the sales planning support device according to the present invention, the calculation means obtains the planned inventory quantity of the product extracted by the first extraction means in the set planned sales period by subtracting the planned sales quantity extracted by the first extraction means from the sum of the current inventory quantity linked to the product extracted by the first extraction means, which is stored in the current inventory data, the order quantity linked to the product extracted by the first extraction means and the order due date corresponding to the set planned sales period, which is stored in the order data, and the production order quantity linked to the product extracted by the first extraction means and the production due date corresponding to the set planned sales period, which is stored in the production order data.

In the sales planning support device according to the present invention, the control unit is further characterized by having a creation means for creating a checklist for checking the planned sales quantity and the planned inventory quantity based on the sales plan data and the calculation results of the calculation means.

The sales planning support device according to the present invention is further capable of accessing sales performance data that manages products, product sales figures, and sales periods for each sales representative, and the control unit further includes a second extraction means for extracting products, sales figures, and sales periods associated with the set sales representative from the sales performance data, and the output control means further outputs the sales figures and sales periods extracted by the second extraction means.

In addition, in the sales plan support device according to the present invention, when a next planned sales date after the set planned sales date, which is linked to the product extracted by the first extraction means, exists in the sales plan data, the calculation means further calculates the planned inventory quantity of the product extracted by the first extraction means in the next planned sales date by referring to the order data, the production instruction data, and the sales plan data, using the planned inventory quantity of the product extracted by the first extraction means in the set planned sales date calculated by the calculation means.

In addition, in the sales planning support device according to the present invention, the calculation means obtains the planned inventory quantity of the product extracted by the first extraction means in the next planned sales period by subtracting the planned sales quantity of the product extracted by the first extraction means and linked to the next planned sales period, which is stored in the sales plan data, from the sum of the planned inventory quantity of the product extracted by the first extraction means in the set planned sales period calculated by the calculation means, the order quantity linked to the product extracted by the first extraction means and the order due date corresponding to the next planned sales period, which is stored in the order data, and the production order quantity linked to the product extracted by the first extraction means and the production due date corresponding to the next planned sales period, which is stored in the production order data.

The sales planning support device according to the present invention is further characterized in that it is possible to access unit price data that manages the unit price of each product for each product, and the calculation means further calculates the planned sales amount of the product extracted by the first extraction means at the set planned sales period by referring to the unit price data and using the planned sales quantity extracted by the first extraction means, and further calculates the planned sales amount of the product extracted by the first extraction means at the next planned sales period by referring to the planned sales data and the unit price data.

In addition, in the sales plan support device according to the present invention, the calculation means obtains the planned sales amount of the product extracted by the first extraction means in the set planned sales period by multiplying the planned sales quantity extracted by the first extraction means by the unit price of the product extracted by the first extraction means stored in the unit price data, and obtains the planned sales amount of the product extracted by the first extraction means in the next planned sales period by multiplying the planned sales quantity linked to the product extracted by the first extraction means and the next planned sales period stored in the sales plan data by the unit price of the product extracted by the first extraction means stored in the unit price data.

The sales planning support method according to the present invention is a sales planning support method executed by an information processing device having a control unit that can access current inventory data that manages the current inventory number of each product, order data that manages the order number and order delivery date of each product, production instruction data that manages the production instruction number and production delivery date of each product, and sales schedule data that manages products, the planned sales number of each product, and the planned sales time for each sales representative, and is characterized by including a first extraction step executed by the control unit to extract products and planned sales numbers linked to a set planned sales time and a sales representative from the sales schedule data, a calculation step to calculate the planned inventory number of the products extracted in the first extraction step at the set planned sales time by referring to the current inventory data, the order data, and the production instruction data, and using the planned sales number extracted in the first extraction step, and an output control step to output the calculation result of the calculation step and the planned sales number extracted in the first extraction step.

The sales planning support program according to the present invention is a sales planning support program to be executed by an information processing device having a control unit that can access current inventory data that manages the current inventory number of each product, order data that manages the order number and order delivery date of each product, production instruction data that manages the production instruction number and production delivery date of each product, and sales schedule data that manages products, the planned sales number of each product, and the planned sales time for each sales representative, and is characterized by including a first extraction step to be executed by the control unit, which extracts products and planned sales numbers linked to a set planned sales time and a sales representative from the sales schedule data, a calculation step to calculate the planned inventory number of the products extracted in the first extraction step at the set planned sales time by referring to the current inventory data, the order data, and the production instruction data, using the planned sales number extracted in the first extraction step, and an output control step to output the calculation result of the calculation step and the planned sales number extracted in the first extraction step.

The present invention has the effect of making it possible to compare planned sales quantities with planned inventory quantities, for example, when inputting sales plans, and thus confirming the feasibility of sales plans.

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

Below, an embodiment of a sales planning support device, a sales planning support method, and a sales planning support program according to the present invention will be described in detail with reference to the drawings. Note that the present invention is not limited to the present embodiment.

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

The sales planning support device 100 is constructed based on a commercially available desktop personal computer. Note that the sales planning support device 100 is not limited to a stationary information processing device such as a desktop personal computer, but may be a portable information processing device such as a commercially available notebook personal computer, a PDA (Personal Digital Assistant), a smartphone, or a tablet personal computer.

The sales planning support device 100 includes a control unit 102, a communication interface unit 104, a memory unit 106, and an input/output interface unit 108. Each unit included in the sales planning support device 100 is connected to each other so as to be able to communicate with each other via any communication path.

The communication interface unit 104 communicatively connects the sales planning support device 100 to the network 300 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 other devices via the communication line. Here, the network 300 has a function of connecting the sales planning support device 100 and the server 200 so that they can communicate with each other, and is, for example, the Internet or a LAN (Local Area Network). The data stored in the memory unit 106 may be stored in the server 200, for example.

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

The storage unit 106 stores various databases, tables, files, and the like. The storage unit 106 records computer programs that work in cooperation with the OS (Operating System) to give instructions to the CPU (Central Processing Unit) to perform various processes. The storage unit 106 can be, 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.

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

Figure 2 is a diagram showing an example of current inventory data 106a. Current inventory data 106a includes product identification information (e.g., product name, etc.) and the current number of items in stock.

Figure 3 is a diagram showing an example of order data 106b. Order data 106b includes product identification information, the number of products ordered, and the order delivery date (e.g., expressed as a year and month).

Figure 4 is a diagram showing an example of manufacturing instruction data 106c. Manufacturing instruction data 106c includes product identification information, the number of products ordered to be manufactured, and a manufacturing delivery date (e.g., indicated by the year and month).

Figure 5 is a diagram showing an example of sales schedule data 106d. Sales schedule data 106d includes a planned sales period (e.g., indicated by the year and month), sales representative identification information (e.g., the name of the sales representative), customer identification information (e.g., the name of the customer) to which the product will be sold, product identification information, and the planned number of products to be sold.

Figure 6 is a diagram showing an example of sales performance data 106e. Sales performance data 106e includes sales time (e.g., indicated by year and month), sales representative identification information, customer identification information, product identification information, and product sales volume.

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

Figure 8 is a diagram showing an example of customer data 106g. Customer data 106g includes customer identification information and sales representative identification information.

Returning to FIG. 1, the control unit 102 is a CPU or the like that provides overall control of the sales planning support device 100. The control unit 102 has an internal memory for storing control programs such as an OS, programs that define various processing procedures, required data, etc., and executes various information processing operations based on these stored programs.

The control unit 102 conceptually includes a first extraction unit 102a corresponding to the first extraction means of the present invention, a second extraction unit 102b corresponding to the second extraction means of the present invention, a calculation unit 102c corresponding to the calculation means of the present invention, an output control unit 102d corresponding to the output control means of the present invention, and a creation unit 102e corresponding to the creation means of the present invention.

The first extraction unit 102a extracts from the sales plan data 106d products and planned sales quantities that are linked to the set planned sales period (hereinafter, may be referred to as the "set planned sales period") and the sales representative (hereinafter, may be referred to as the "set sales representative").

The second extraction unit 102b extracts the products, sales volume, and sales period linked to the designated sales representative from the sales performance data 106e.

The calculation unit 102c calculates the planned inventory quantity of the product extracted by the first extraction unit 102a (hereinafter, sometimes referred to as the "extracted product") at the scheduled sales time by referring to the current inventory data 106a, the order data 106b, and the production instruction data 106c, and by using the planned sales quantity extracted by the first extraction unit 102a (hereinafter, sometimes referred to as the "extracted planned sales quantity").

Specifically, the calculation unit 102c obtains the planned inventory quantity for the set planned sales period of the extracted product by subtracting the planned extracted sales quantity from the sum of "the current inventory quantity linked to the extracted product stored in the current inventory data 106a," "the order quantity linked to the extracted product and the order delivery date corresponding to the set planned sales period stored in the order data 106b," and "the production order quantity linked to the extracted product and the production delivery date corresponding to the set planned sales period stored in the production order data 106c."

In addition, when the planned sales data 106d contains a next planned sales period (hereinafter, may be referred to as the "next planned sales period") linked to the extracted product, the calculation unit 102c calculates the planned inventory quantity of the extracted product in the next planned sales period by referring to the order data 106b, the production instruction data 106c, and the planned sales data 106d, and by using the planned inventory quantity of the extracted product in the set planned sales period calculated by the calculation unit 102c.

Specifically, the calculation unit 102c obtains the planned inventory quantity of the extracted product in the next planned sales period by subtracting the planned sales quantity linked to the extracted product and the next planned sales period stored in the sales plan data 106d from the sum of "the planned inventory quantity in the set planned sales period of the extracted product calculated by the calculation unit 102c", "the order quantity linked to the order delivery date corresponding to the extracted product and the next planned sales period stored in the order data 106b", and "the production order quantity linked to the extracted product and the production delivery date corresponding to the next planned sales period stored in the production order data 106c".

The calculation unit 102c calculates the planned sales amount of the extracted product at the scheduled sales time by referring to the unit price data 106f and using the extracted planned sales quantity, and calculates the planned sales amount of the extracted product at the next scheduled sales time by referring to the planned sales data 106d and the unit price data 106f.

Specifically, the calculation unit 102c obtains the planned sales amount for the extracted product at the set planned sales time by multiplying the planned sales quantity of the extracted product by the unit price of the extracted product stored in the unit price data 106f, and obtains the planned sales amount for the extracted product at the next planned sales time by multiplying the planned sales quantity linked to the extracted product and the next planned sales time, which is stored in the sales plan data 106d, by the unit price of the extracted product stored in the unit price data 106f.

The output control unit 102d outputs the calculation results of the calculation unit 102c, the planned sales quantity extracted by the first extraction unit 102a, and the sales quantity and sales timing extracted by the second extraction unit 102b.

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

Specific examples of the processing performed by each processing unit constituting the control unit 102 are described in detail below.

2. Specific examples of processing
Here, a specific example of the process executed by the sales plan assisting device 100 will be described with reference to Fig. 9 etc. Fig. 9 is a diagram showing an example of a flowchart relating to the process executed by the sales plan assisting device 100.

In this explanation, it is assumed that the current inventory data 106a shown in FIG. 2, the order data 106b shown in FIG. 3, the manufacturing instruction data 106c shown in FIG. 4, the sales schedule data 106d shown in FIG. 5, the actual sales data 106e shown in FIG. 6, the unit price data 106f shown in FIG. 7, and the customer data 106g shown in FIG. 8 are stored in advance in the memory unit 106.

First, the operator sets the planned sales month, person in charge, customer, and product via the input device 112 in search item MA1 in the sales plan input screen MA that is pre-displayed on the monitor 114. In this explanation, it is assumed that "2020/02" is set as the planned sales month and "A" is set as the person in charge, as shown in search item MA1 in the sales plan input screen MA in FIG. 10. Note that below, the planned sales month "2020/02" set in search item MA1 may be written as the current month, and the next planned sales month "2020/03" as the following month.

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

[Second extraction process]
Next, the second extraction unit 102b extracts records linked to the information on the person in charge set in the search item MA1 from the actual sales data 106e (step S2). In this example, records containing the person in charge "A" are extracted.

[First calculation process]
Next, the calculation unit 102c calculates the planned inventory quantity for the current month of the product extracted in step S1 (hereinafter, may be referred to as the "planned inventory quantity for the current month") by referring to the current inventory data 106a, the order data 106b, and the production instruction data 106c, and by using the planned sales quantity extracted in step S1 (hereinafter, may be referred to as the "planned sales quantity for the current month") (step S3). In this description, the planned inventory quantity for the current month is calculated using the following formula.
・Current month's planned inventory quantity = current inventory quantity + orders for delivery in this month + production orders for delivery in this month - planned sales quantity for this month

Using this formula, for example, the planned inventory quantity for product "X" for this month is calculated as "1,000" as follows: Similarly, the planned inventory quantity for product "Y" for this month is calculated as "0", and the planned inventory quantity for product "Z" for this month is calculated as "-500".
・Product "X" planned inventory for this month = current inventory "1,000" + order quantity for delivery in this month "2,500" + production order quantity for delivery in this month "0" - planned sales quantity for this month "2,500 (= 100 + 1,200 + 1,200)" = "1,000"

[Second Calculation Process]
Next, the calculation unit 102c calculates the planned inventory quantity for the next month of the product extracted in step S1 (hereinafter, may be referred to as "next month's planned inventory quantity") by referring to the order data 106b, the production instruction data 106c, and the sales plan data 106d, and by using the current month's planned inventory quantity calculated in step S3 (step S4). In this description, the following formula is used to calculate the next month's planned inventory quantity.
・Next month's planned inventory quantity = current month's planned inventory quantity + next month's delivery order quantity + next month's delivery production order quantity - next month's planned sales quantity

Using this formula, for example, the planned inventory quantity for product "X" next month is calculated as "100" as follows: Similarly, the planned inventory quantity for product "Y" next month is calculated as "50", and the planned inventory quantity for product "Z" next month is calculated as "-200".
・Next month's planned inventory quantity for product "X" = current month's planned inventory quantity "1,000" + next month's delivery date order quantity "1,600" + next month's delivery date production order quantity "0" - next month's planned sales quantity "2,500 (= 100 + 1,200 + 1,200)" = "100"

[Third Calculation Process]
Next, the calculation unit 102c calculates the planned sales amount for the current month of the product extracted in step S1 (hereinafter, may be referred to as the "planned sales amount for the current month") by referring to the unit price data 106f and using the planned sales quantity for the current month extracted in step S1, and calculates the planned sales amount for the next month of the product extracted in step S1 (hereinafter, may be referred to as the "planned sales amount for the next month") by referring to the planned sales data 106d and the unit price data 106f (step S5). In this explanation, the planned sales amount for the current month and the planned sales amount for the next month are calculated using the following formula.
・Current month's planned sales amount = Current month's planned sales quantity x Unit price ・Next month's planned sales amount = Next month's planned sales quantity x Unit price

Using this formula, for example, the planned sales amount for product "X" to customer "□□ Industrial Co., Ltd." this month is calculated as "150,000" as follows: Also, the planned sales amount for product "X" to customer "□□ Industrial Co., Ltd." next month is calculated as "150,000" as follows:
・This month's planned sales amount for product "X" to customer "□□ Industrial Co., Ltd." = This month's planned sales quantity "100" x unit price "1,500" = "150,000"
・Next month's planned sales amount for product "X" to customer "□□ Industrial Co., Ltd." = next month's planned sales quantity "100" x unit price "1,500" = "150,000"

Similarly, the planned sales amount for product "X" to customer "XX Foods Co., Ltd." this month is calculated as "1,200,000", the planned sales amount for product "X" to customer "XX Foods Co., Ltd." next month is calculated as "1,200,000", the planned sales amount for product "X" to customer "XX Foods Co., Ltd." this month is calculated as "1,200,000", and the planned sales amount for product "X" to customer "XX Foods Co., Ltd." next month is calculated as "1,200,000".

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

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

[Output processing]
Next, the output control unit 102d uses each record extracted in steps S1 and S2 and the calculation results calculated in steps S3 to S5 to output information to the item list MA2 (FIG. 11) in the sales schedule input screen MA (step S6). Specifically, the output control unit 102d executes the following processes (11) to (15).
(11) Using the records extracted in step S1, output "A" for the person in charge of each line, "□□ Industrial Co., Ltd.", "○○ Foods Co., Ltd.", "XX Foods Co., Ltd.", "XX Foods Co., Ltd.", and "XX Foods Co., Ltd." from top to bottom for the customers of each line, "X,""X,""X,""Y," and "Z" for the products of each line from top to bottom, and "100,""1,200,""1,200,""0," and "500" for the planned sales quantities from top to bottom.
(12) Using the records extracted in step S2, for the same month last year for each row, "100", "1,200", "1,200", "0", "200" are output from the top, for the month after last year for each row, "100", "1,200", "1,200", "0", "200" are output from the top, for the month after last year for each row, "100", "1,200", "1,200", "0", "200" are output from the top, for the three months prior to each row, "100", "1,200", "1,200", "0", "200" are output from the top, for the two months prior to each row, and "100", "1,200", "1,200", "0", "200" are output from the top, for the month prior to each row.
(13) Using the results of the calculation in step S3, output "1,000", "1,000", "1,000", "0", and "-500" from the top to the bottom of each row in the projected inventory for the current month.
(14) Using the results of the calculation in step S4, output "100", "100", "100", "50", and "-200" from the top to the bottom of each row in the next month's planned inventory.
(15) Using the results of the calculations in step S5, the projected sales amounts for each row are output as "150,000", "1,200,000", "1,200,000", "0", and "1,500,000" from the top, and the projected sales amounts for the next month for each row are output as "150,000", "1,200,000", "1,200,000", "0", and "600,000" from the top.

As a result of the above processing, the planned sales quantity and the planned inventory quantity can be compared when inputting the sales plan, and the feasibility of the sales plan can be confirmed. For example, in this embodiment, since the planned inventory for the current month of product "X" in the item list MA2 shown in FIG. 11 is "1,000", there will be 1,000 excess inventory of product X in February 2020. In response to this, the operator can take measures such as increasing the planned sales quantity of product X in February 2020, or reducing production adjustments or delaying the order delivery date to reduce the planned inventory quantity of product X. Also, in this embodiment, since the planned inventory for the current month of product "Z" in the item list MA2 shown in FIG. 11 is "-500", there will be a shortage of 500 inventory of product Z in February 2020. In response to this, the operator can take measures such as reducing the planned sales quantity of product Z in February 2020, or increasing production adjustments or delaying the order delivery date to increase the planned inventory quantity of product Z. In addition, if the company looks at projected inventory and determines that sales will be difficult, it can minimize the impact on customers' sales and production plans by proposing alternative products and reporting the situation to customers early on.

In addition, in this embodiment, the creation unit 102e may create a list of planned sales quantities and a checklist for checking the list of planned inventory quantities based on the sales plan data 106d and the planned inventory quantities calculated by the calculation unit 102c. By creating a checklist, the status of sales plans and planned inventory quantities can be shared within the company.

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

In addition, this embodiment can contribute to reducing waste and promoting paperless and electronic systems, which can contribute to the achievement of SDGs goals 12, 13, and 15.

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

4. Other embodiments
The present invention may be embodied in various different embodiments other than those described above within the scope of the technical concept set forth 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 or part of the processes described as being performed manually can be performed automatically using a known method.

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

In addition, with regard to the sales planning support device 100, each component shown in the figure is a functional concept, and does not necessarily have to be physically configured as shown in the figure.

For example, the processing functions of the sales planning support device 100, particularly the processing functions performed by the control unit, may be realized in whole or in part by a CPU and a program interpreted and executed by the CPU, or may be realized as hardware using wired logic. The program is recorded on a non-transient computer-readable recording medium that contains programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the sales planning support device 100 as necessary. That is, a computer program is recorded in a storage unit such as a ROM or HDD (Hard Disk Drive) for working with the OS to give instructions to the CPU and perform various processes. This computer program is executed by being loaded into RAM, and works with the CPU to form the control unit.

This computer program may also be stored in an application program server connected to the sales planning support device 100 via any network, and all or part of it may be downloaded as needed.

In addition, the program for executing the processing described in this embodiment may be stored in a non-transitory computer-readable recording medium, and may also be configured as a program product. Here, the term "recording medium" refers to a memory card, a USB (Universal Serial Bus) memory, a SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), an EEPROM (registered trademark) (Electrically Erasable and Programmable Read Only Memory), a CD-ROM (Compact Disk Read Only Memory), an MO (Magneto-Optical disk), a DVD (Digital Versatile This includes any "portable physical media" such as a DVD (registered trademark) or Blu-ray (registered trademark) Disc.

A "program" is a data processing method written in any language or description method, and may be in any format, such as source code or binary code. Note that a "program" is not necessarily limited to a single configuration, but also includes a distributed configuration consisting of multiple modules or libraries, and a program that works in conjunction with a separate program, such as an OS, to achieve its function. Note that the specific configuration and reading procedure for reading a recording medium in each device shown in the embodiments, as well as the installation procedure after reading, can use well-known configurations and procedures.

The various databases stored in the memory unit are storage devices such as RAM, ROM, etc., fixed disk devices such as hard disks, flexible disks, and optical disks, and store various programs, tables, databases, and web page files used for various processes and providing websites.

The sales planning support device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which any peripheral device is connected. The sales planning support device 100 may be realized by implementing software (including programs or data, etc.) that causes the device to realize the processing described in this embodiment.

Furthermore, the specific form of distribution and integration of the devices is not limited to that shown in the figures, and all or part of them can be functionally or physically distributed and integrated in any unit depending on various additions or functional loads. In other words, the above-mentioned embodiments can be implemented in any combination, or the embodiments can be implemented selectively.

The present invention is particularly useful in the manufacturing industry.

100 Sales planning support device 102 Control unit
102a First extraction section
102b Second extraction section
102c Calculation section
102d Output control unit
102e Creation unit 104 Communication interface unit 106 Storage unit
106a Current Stock Data
106b Order data
106c Manufacturing instruction data
106d Sales Schedule Data
106e Sales performance data
106f Unit Price Data
106g Customer data 108 Input/output interface unit 112 Input device 114 Output device 200 Server 300 Network

Claims (8)

A sales planning support device including a control unit,
Current inventory data that manages the current stock quantity of each product,
Order data that manages the number of products ordered and the order delivery date for each product,
Manufacturing instruction data that manages the number of manufacturing orders and manufacturing delivery dates for each product;
Sales plan data that manages products, the planned sales quantities of each product, and the planned sales period for each sales representative;
Unit price data that manages the unit price of each product,
is accessible to
The control unit is
A first extraction means for extracting from the sales plan data a product and a planned sales quantity associated with the planned sales period and the sales person set on the sales plan input screen ;
(1) a first calculation process for calculating a planned inventory quantity of the commodity extracted by the first extraction means in the set planned sales period by referring to the current inventory data, the order data, and the production instruction data, and using the planned sales quantity extracted by the first extraction means ; (2) a second calculation process for calculating, when a next planned sales period after the set planned sales period linked to the commodity extracted by the first extraction means exists in the sales plan data, a planned inventory quantity of the commodity extracted by the first extraction means in the next planned sales period by referring to the order data, the production instruction data, and the sales plan data, and using the planned inventory quantity of the commodity extracted by the first extraction means in the set planned sales period calculated in the first calculation process; and (3) a third calculation process for calculating a planned sales amount of the commodity extracted by the first extraction means in the set planned sales period by referring to the unit price data, and using the planned sales quantity extracted by the first extraction means, and calculating a planned sales amount of the commodity extracted by the first extraction means in the next planned sales period by referring to the sales plan data and the unit price data.
The calculation result of the calculation means and the planned sales quantity extracted by the first extraction means are displayed on the sales plan input screen.
An output control means for outputting the signal;
To have
A sales planning support device comprising: The calculation means is
by subtracting the planned sales quantity extracted by the first extraction means from the sum of the current inventory quantity linked to the product extracted by the first extraction means, which is stored in the current inventory data, the order quantity linked to the product extracted by the first extraction means and the order delivery date corresponding to the set planned sales period, which is stored in the order data, and the production instruction quantity linked to the product extracted by the first extraction means and the production delivery date corresponding to the set planned sales period, which is stored in the production instruction data,
obtaining a planned inventory quantity of the product extracted by the first extraction means in the set planned sales period;
2. The sales plan support device according to claim 1, The control unit is
a creating means for creating a checklist for checking the planned sales quantity and the planned inventory quantity based on the sales plan data and the calculation result of the calculating means;
3. The sales plan support device according to claim 1, wherein: You can now access sales performance data that tracks the products, the number of products sold, and the timing of sales by salesperson.
The control unit is
a second extraction means for extracting from the sales performance data a product, a sales quantity, and a sales time associated with the set salesperson,
the output control means further outputs the sales quantity and sales time extracted by the second extraction means to the sales schedule input screen ;
4. The sales plan support device according to claim 1, wherein: The calculation means is
by subtracting the planned sales quantity linked to the commodity extracted by the first extraction means and the next planned sales period stored in the sales plan data from the sum of the planned inventory quantity of the commodity extracted by the first extraction means in the set planned sales period calculated by the calculation means, the order quantity linked to the commodity extracted by the first extraction means and the order delivery date corresponding to the next planned sales period stored in the order data, and the production instruction quantity linked to the commodity extracted by the first extraction means and the production delivery date corresponding to the next planned sales period stored in the production instruction data,
obtaining a planned inventory quantity of the commodity extracted by the first extraction means in the next planned sales period;
5. The sales plan support device according to claim 1, The calculation means is
multiplying the planned sales quantity extracted by the first extraction means by the unit price of the commodity extracted by the first extraction means, which is stored in the unit price data, to obtain a planned sales amount of the commodity extracted by the first extraction means in the set planned sales period;
multiplying a planned sales quantity associated with the commodity extracted by the first extraction means and the next planned sales period, which is stored in the sales plan data, by a unit price of the commodity extracted by the first extraction means, which is stored in the unit price data, to obtain a planned sales amount of the commodity extracted by the first extraction means in the next planned sales period;
6. The sales plan support device according to claim 1 , A sales planning support method executed by an information processing device having a control unit that can access current inventory data that manages the current inventory quantity of each product, ordering data that manages the order quantity and order delivery date of each product, production instruction data that manages the production instruction quantity and production delivery date of each product, sales plan data that manages products, the planned sales quantity of each product, and the planned sales time for each sales representative, and unit price data that manages the unit price of each product ,
Executed by the control unit,
A first extraction step of extracting from the sales plan data a product and a planned sales quantity associated with the planned sales period and the sales person set on the sales plan input screen ;
(1) a first calculation process for calculating the planned inventory quantity of the commodity extracted in the first extraction step in the set planned sales period by referring to the current inventory data, the order data, and the manufacturing instruction data, and using the planned sales quantity extracted in the first extraction step; (2) a second calculation process for calculating, when a next planned sales period after the set planned sales period linked to the commodity extracted in the first extraction step exists in the sales plan data, the planned inventory quantity of the commodity extracted in the first extraction step in the next planned sales period by referring to the order data, the manufacturing instruction data, and the sales plan data, and using the planned inventory quantity of the commodity extracted in the first extraction step in the set planned sales period calculated in the first calculation process; and (3) a third calculation process for calculating the planned sales amount of the commodity extracted in the first extraction step in the set planned sales period by referring to the unit price data, and using the planned sales quantity extracted in the first extraction step, and calculating the planned sales amount of the commodity extracted in the first extraction step in the next planned sales period by referring to the sales plan data and the unit price data.
an output control step of outputting the calculation result of the calculation step and the planned sales quantity extracted in the first extraction step on the sales plan input screen ;
containing,
A sales planning support method comprising the steps of: A sales plan support program to be executed by an information processing device having a control unit and capable of accessing current inventory data for managing the current inventory quantity of each product, ordering data for managing the order quantity and order delivery date of each product, production instruction data for managing the production instruction quantity and production delivery date of each product, sales schedule data for managing products, the planned sales quantity and planned sales time of each product for each sales representative, and unit price data for managing the unit price of each product ,
To cause the control unit to execute
A first extraction step of extracting from the sales plan data a product and a planned sales quantity associated with the planned sales period and the sales person set on the sales plan input screen ;
(1) a first calculation process for calculating the planned inventory quantity of the commodity extracted in the first extraction step in the set planned sales period by referring to the current inventory data, the order data, and the manufacturing instruction data, and using the planned sales quantity extracted in the first extraction step; (2) a second calculation process for calculating, when a next planned sales period after the set planned sales period linked to the commodity extracted in the first extraction step exists in the sales plan data, the planned inventory quantity of the commodity extracted in the first extraction step in the next planned sales period by referring to the order data, the manufacturing instruction data, and the sales plan data, and using the planned inventory quantity of the commodity extracted in the first extraction step in the set planned sales period calculated in the first calculation process; and (3) a third calculation process for calculating the planned sales amount of the commodity extracted in the first extraction step in the set planned sales period by referring to the unit price data, and using the planned sales quantity extracted in the first extraction step, and calculating the planned sales amount of the commodity extracted in the first extraction step in the next planned sales period by referring to the sales plan data and the unit price data.
an output control step of outputting the calculation result of the calculation step and the planned sales quantity extracted in the first extraction step on the sales plan input screen ;
containing,
A sales planning support program that features:

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