Inventory analysis device, inventory analysis method, and inventory analysis system
Patent Information
- Application Number
- JP2023122464
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2023-07-27
- Publication Date
- 2025-02-06
AI Technical Summary
【0009】 上記のように構成した本発明によれば、単に在庫指標値が在庫閾値より低評価側か否かという観点だけではなく、販売指標値が販売閾値より低評価側か否かという観点との論理積に基づいて在庫の状況が識別されるので、単に在庫期間が長いか否かで在庫の滞留危険度を判定する場合とは異なり、在庫指標値および販売指標値の両方とも低評価の値が示されている商品の在庫を、在庫の中でも優先的に対処すべき死筋在庫として把握することができる。
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Figure 2025018605000001_ABST
Abstract
Description
[Technical field]
[0001] The present invention relates to an inventory analysis device, an inventory analysis method, and an inventory analysis system for analyzing the inventory status of products. [Background technology]
[0002] Generally, companies invest funds to manufacture or purchase goods, then obtain new funds by selling those goods. Goods that a company temporarily holds for the purpose of selling become inventory. If inventory continues to accumulate, it will never be converted into cash, meaning that the company will not be able to obtain new operating funds. For this reason, it is important to quickly discover inventory that cannot be converted into cash, especially unsold dead stock (dead stock), and to be able to sell that inventory.
[0003] Considering that the existence of slow-moving inventory is a factor in reducing profits as a future impairment loss, an information processing system has been proposed that helps to suppress the occurrence of slow-moving inventory and efficiently increase retail store profits (see, for example, Patent Document 1). The information processing system described in Patent Document 1 judges the risk of inventory being slow based on sales information of the target product at the store, sales information of the target product at an e-commerce site, and the stock quantity of the target product.
[0004] Specifically, the information processing system described in Patent Document 1 predicts the expected consumption period until the stock quantity of the target product is sold out if it is sold in a store (in-house sales consumption period), and predicts the expected consumption period until the stock quantity of the target product is sold out if it is sold on an e-commerce site (market sales consumption period).Then, as shown in Figure 3 of Patent Document 1, depending on the combination of the length of the in-house sales consumption period and the length of the market sales consumption period, the current stock stagnation risk of the target product is determined to be one of ranks 1 to 4. [Prior art documents] [Patent documents]
[0005] [Patent Document 1] Patent Publication No. 2021-33352 Summary of the Invention [Problem to be solved by the invention]
[0006] According to the technology described in the above Patent Document 1, it is possible to grasp the risk of inventory being backlogged. However, the technical information processing system described in Patent Document 1 merely determines that the longer the sales period (inventory period), the higher the risk of inventory being backlogged. Therefore, there is a problem in that it is difficult to understand the reason for the longer inventory period, and it is difficult to grasp the dead stock that should be dealt with as a priority.
[0007] The present invention has been made to solve such problems, and has an object to make it possible to grasp dead stock that should be dealt with as a priority among all stock. [Means for solving the problem]
[0008] In order to solve the above-mentioned problems, the present invention obtains an inventory index value, which is an index value related to the inventory status of a product, and also obtains a sales index value, which is an index value related to the sales status of the product, and identifies inventory of products whose inventory index value is on the lower side of the inventory threshold and whose sales index value is on the lower side of the sales threshold as dead stock. Effect of the Invention
[0009] According to the present invention configured as described above, the inventory situation is identified not simply from the perspective of whether the inventory index value is on the lower side of the inventory threshold value, but also based on the logical product of whether the sales index value is on the lower side of the sales threshold value. Therefore, unlike when the risk of inventory being stagnant is simply determined based on whether the inventory period is long or not, inventory of products for which both the inventory index value and the sales index value are shown to be low-rated values can be identified as dead stock that should be dealt with as a priority among inventory. [Brief description of the drawings]
[0010] [Figure 1] 1 is a diagram showing an example of the overall configuration of an inventory analysis system to which an inventory analysis device according to an embodiment of the present invention is applied; [Diagram 2] 3 is a block diagram showing an example of a functional configuration of an inventory analysis server according to the present embodiment. FIG. [Diagram 3] FIG. 13 is a diagram showing an example of an inventory positioning map. [Figure 4] FIG. 13 is a diagram showing an example of a detailed window display. [Diagram 5] FIG. 13 is a diagram showing an example of a display of a policy candidate window. [Figure 6] FIG. 13 is a diagram showing an example of a display of a policy candidate window. [Figure 7] FIG. 13 is a diagram showing an example of a display of a policy candidate window. [Figure 8] FIG. 13 is a diagram showing an example of a display of a policy candidate window. [Figure 9] FIG. 13 is a diagram showing an example of a display of a policy candidate window. [Figure 10] FIG. 13 is a diagram showing an example of a display of an inventory positioning map in which changes in the state of symbols are visualized. [Figure 11] 10 is a flowchart showing an example of the operation of the inventory analysis server according to the present embodiment. [Figure 12] FIG. 13 is a diagram showing another example of the display of the inventory positioning map. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
[0011] An embodiment of the present invention will be described below with reference to the drawings. FIG. 1 is a diagram showing an example of the overall configuration of an inventory analysis system to which an inventory analysis device according to this embodiment is applied. As shown in FIG. 1, the inventory analysis system of this embodiment includes an inventory analysis server 10 (corresponding to an inventory analysis device), a sales information management server 20, an inventory information management server 30, and a workflow management server 40. A sales-related information storage unit 101, an inventory-related information storage unit 102, and a policy-related information storage unit 103 are connected to the inventory analysis server 10. A user terminal 50 is connected to the inventory analysis server 10 and the workflow management server 40 via a communication network 100 such as the Internet or a mobile phone network. Connections other than the user terminal 50 may be a LAN (Local Area Network) or a communication network such as the Internet or a mobile phone network.
[0012] The sales information management server 20 is a server that manages sales information for each product. When a product is sold at a store or EC site, the sales information management server 20 records sales information including the product ID, product name, store ID, store name, site ID, sales date and time, sales price, sales quantity, etc. of the product in a database (not shown) as sales results.
[0013] The inventory information management server 30 is a server that manages inventory information for each product. When managing store inventory, the inventory information management server 30 records arrival information including the product ID, product name, store ID, store name, arrival date and time, arrival quantity, etc. of the product as arrival record in a database (not shown). Also, when the product is shipped from a store, shipping information including the product ID, product name, store ID, store name, shipping date and time, shipping quantity, etc. of the product as shipping record in a database (not shown).
[0014] Furthermore, when managing warehouse inventory for products sold on an EC site, the inventory information management server 30 records, when a product is received at a warehouse, inventory information including the product's product ID, product name, warehouse ID, warehouse name, receiving date and time, and received quantity as a warehousing record in a database (not shown). Also, when a product is removed from a warehouse, it records, when a product is shipped out from a warehouse, shipping information including the product's product ID, product name, warehouse ID, warehouse name, shipping date and time, and shipped quantity as a shipping record in a database (not shown).
[0015] Although the configuration includes the sales information management server 20 and the inventory information management server 30, the configuration is not limited to this. Any server may be used as long as it is capable of grasping the sales information and inventory information of the product. For example, the configuration may be such that the sales information and inventory information of the product are managed by a POS (Point of Sale) server installed in the store. The POS server stores information on the arrival and sale of the product, which changes from time to time, and the sales information and inventory information of the product can be grasped by this information. In this case, the POS server plays the role of the sales information management server 20 and the inventory information management server 30. Alternatively, the configuration may be such that the sales information and inventory information of the product are managed by a WMS (Warehouse Management System) server used in the warehouse. The WMS server stores information on the arrival and departure of the product, which changes from time to time, and the sales information and inventory information of the product at the EC site can be grasped by this information. In this case, the WMS server plays the role of the sales information management server 20 and the inventory information management server 30.
[0016] The workflow management server 40 executes the process related to the approval workflow when implementing a measure, which will be described later. That is, in this embodiment, it is possible to set an authority for implementation for each measure, and when a certain measure is to be implemented, the workflow management server 40 executes a flow process for obtaining the approval of the authority. Note that the approval workflow process can be performed by applying known technology, and a detailed description thereof will be omitted.
[0017] The user terminal 50 exchanges information with the inventory analysis server 10. For example, the user terminal 50 provides the inventory analysis server 10 with information required when the inventory analysis server 10 executes processing. The user terminal 50 also acquires information on the results of processing executed by the inventory analysis server 10 and displays it on the screen of the user terminal 50. Details of this information exchange will be described later. Furthermore, the user terminal 50 exchanges information with the workflow management server 40 when executing processing related to the approval workflow. A detailed explanation of this will be omitted.
[0018] The inventory analysis server 10 acquires sales information and inventory information from the sales information management server 20 and the inventory information management server 30, and executes analysis processing related to product inventory using this information. If the sales information management server 20 and the inventory information management server 30 are linked to a company's core system (ERP system), the inventory analysis server 10 may acquire the sales information and inventory information from the core system. The inventory analysis server 10 may acquire information periodically at preset intervals, or may acquire information when an instruction to execute analysis processing is issued from the user terminal 50.
[0019] When executing inventory analysis processing, the inventory analysis server 10 utilizes various information stored in the sales-related information storage unit 101, the inventory-related information storage unit 102, and the policy-related information storage unit 103. In addition to preset information, these storage units 101 to 103 store information acquired from the sales information management server 20 and the inventory information management server 30, and information generated by the inventory analysis server 10.
[0020] The sales-related information storage unit 101 stores sales information acquired from the sales information management server 20, as well as target values (e.g., target daily sales volume) set in advance for sales index values described below, target sales dates, and sales index values (e.g., average daily sales volume) for each product acquired by the inventory analysis server 10. The target daily sales volume and target sales date are information set by the user through operations on the user terminal 50.
[0021] The inventory-related information storage unit 102 stores, in addition to inventory information acquired from the inventory information management server 30, target values (e.g., target inventory days) previously set for inventory index values described below, the cost of goods, inventory management costs, inventory disposal costs, and inventory index values (e.g., inventory days) for each item acquired by the inventory analysis server 10. The target inventory days, the cost of goods, the inventory management costs, and the inventory disposal costs are information set by the user through operations on the user terminal 50.
[0022] The policy-related information storage unit 103 stores information such as multiple policy information items set in advance, as well as information such as executed policies, policy execution dates, number of times the policies have been executed, and authority regarding the execution of policies, all of which are managed by the inventory analysis server 10. The multiple policy information items are information indicating policies to be presented to the user as candidates. The executed policies, policy execution dates, and number of times the policies have been executed are information that records policies implemented by the user, their execution dates, and the number of times they have been executed as history. The authority regarding the execution of policies is information that is set by the user through operations on the user terminal 50.
[0023] Fig. 2 is a block diagram showing an example of a functional configuration of the inventory analysis server 10. As shown in Fig. 2, the inventory analysis server 10 of this embodiment includes, as its functional configuration, a goal setting unit 11, an inventory index value acquisition unit 12, a sales index value acquisition unit 13, an inventory identification unit 14, a mapping unit 15, a measure presentation unit 16, a selection reception unit 17, a measure history recording unit 18, and a workflow startup unit 19.
[0024] The above-mentioned functional blocks 11 to 19 can be configured by any of hardware, DSP (Digital Signal Processor), and software. For example, the above-mentioned functional blocks 11 to 19 are realized by the operation of a program stored in a storage medium such as a RAM, ROM, hard disk, or semiconductor memory under the control of a microcomputer configured with a CPU, RAM, ROM, etc.
[0025] The goal setting unit 11 sets a target value for the inventory index value and also sets a target value for the sales index value in accordance with instructions from a user operating the user terminal 50. As described above, in this embodiment, the number of days of inventory (a numerical value indicating how many days of sales the number of stocked items held in inventory corresponds to) is used as an example of the inventory index value. In this case, the goal setting unit 11 sets a target value for the number of days of inventory (target number of days of inventory). Also, in this embodiment, the average daily sales volume is used as an example of the sales index value. In this case, the goal setting unit 11 sets a target value for the average daily sales volume (target daily sales volume).
[0026] The target setting unit 11 stores the set target values in the sales-related information storage unit 101 and the inventory-related information storage unit 102. When an instruction to execute an analysis process is received from the user terminal 50, the target setting unit 11 reads out the target values from the sales-related information storage unit 101 and the inventory-related information storage unit 102 and provides them to the inventory identification unit 14.
[0027] The inventory index value acquisition unit 12 acquires an inventory index value that is an index value of the inventory status of a product. Specifically, the inventory index value acquisition unit 12 calculates the average daily sales amount for each product based on the sales information stored in the sales-related information storage unit 101, calculates the inventory amount according to the inventory quantity based on the inventory information stored in the inventory-related information storage unit 102, and acquires the inventory days by dividing the inventory amount by the average daily sales amount. Note that the inventory turnover days may be acquired instead of the inventory days. In this case, the average inventory amount for the period for which the inventory turnover days is to be obtained may be divided by the average sales cost for the period. In addition, the inventory turnover days may be acquired using the sales amount for a specified period and the average inventory amount for the period, rather than on a monetary basis such as sales amount or inventory amount.
[0028] The sales index value acquisition unit 13 acquires a sales index value that is an index value of the sales status of a product. Specifically, the sales index value acquisition unit 13 calculates the average daily sales volume (average sales volume per day) for each product based on the sales information stored in the sales-related information storage unit 101. Note that the average daily sales volume calculated by the inventory index value acquisition unit 12 may be calculated by the sales index value acquisition unit 13, and the inventory index value acquisition unit 12 may acquire the calculated data.
[0029] Note that, although an example has been described here in which the inventory index value acquiring unit 12 calculates the inventory index value based on the sales information stored in the sales related information storage unit 101 and the inventory information stored in the inventory related information storage unit 102, and the sales index value acquiring unit 13 calculates the sales index value based on the sales information stored in the sales related information storage unit 101, the present invention is not limited to this. For example, the sales information management server 20 and the inventory information management server 30 may calculate the inventory index value and the sales index value and store them in the sales related information storage unit 101 and the inventory related information storage unit 102, and the inventory index value acquiring unit 12 and the sales index value acquiring unit 13 may acquire the inventory index value and the sales index value from the sales related information storage unit 101 and the inventory related information storage unit 102.
[0030] The inventory identification unit 14 classifies and identifies inventory of products into four types based on a combination of whether the inventory index value is on the lower evaluation side of the inventory threshold value and whether the sales index value is on the lower evaluation side of the sales threshold value. In this embodiment, the target inventory days set by the goal setting unit 11 for the inventory index value is used as the inventory threshold value. Also, the target daily sales volume set by the goal setting unit 11 for the sales index value is used as the sales threshold value.
[0031] That is, the inventory identification unit 14 identifies the inventory of products whose inventory days acquired by the inventory index value acquisition unit 12 are shorter than the target inventory days and whose average daily sales volume acquired by the sales index value acquisition unit 13 are less than the target daily sales volume as "inventory under consideration for stock". Products classified as this type are products with low inventory and low sales. Basically, it is considered that sales have decreased over time since the product was sold, so it is positioned as a product that requires consideration of whether to sell out the inventory as it is or to recover sales by replenishing the inventory.
[0032] In addition, the inventory identification unit 14 identifies the inventory of products whose inventory days acquired by the inventory index value acquisition unit 12 are shorter than the target inventory days and whose average daily sales volume acquired by the sales index value acquisition unit 13 are greater than the target daily sales volume as "best-selling inventory." Products classified as this type are products with low inventory volumes and high sales volumes. Basically, these are considered to be cases where there is a high possibility that the product is a best-selling product, and therefore are positioned as products that require consideration of replenishing in order to prevent opportunity losses due to stockouts.
[0033] In addition, the inventory identification unit 14 identifies inventory of products whose inventory days acquired by the inventory index value acquisition unit 12 are longer than the target inventory days and whose average daily sales volume acquired by the sales index value acquisition unit 13 are less than the target daily sales volume as "dead stock". Products classified as this type are products with a large inventory volume and low sales volume. Basically, since it is considered that there is a high possibility that the products are dead stock, they are positioned as products that require consideration of measures to convert them into cash in order to prevent losses from occurring.
[0034] Furthermore, the inventory identification unit 14 identifies inventory of products whose inventory days acquired by the inventory index value acquisition unit 12 are longer than the target inventory days and whose average daily sales volume acquired by the sales index value acquisition unit 13 are greater than the target daily sales volume as "market inventory". Products classified as this type are products with large inventory volumes and large sales volumes. Since sales are generally strong, these products are positioned as products for which progress should be monitored to see whether the inventory can be consumed by the target sales date. Products that are replenished while sales are progressing smoothly are often classified as this type.
[0035] The mapping unit 15 generates a map in which symbols corresponding to multiple products are plotted on a four-quadrant segment map corresponding to the four types of classification, based on the inventory index values of multiple products acquired by the inventory index value acquisition unit 12 and the sales index values of multiple products acquired by the sales index value acquisition unit 13. Then, the generated map is provided to the user terminal 50. Hereinafter, the map generated by the mapping unit 15 is referred to as an "inventory positioning map."
[0036] Fig. 3 is a diagram showing an example of an inventory positioning map. In the example of Fig. 3, a four-quadrant segment map is constructed by drawing boundaries on a two-dimensional map with the vertical axis representing the inventory days difference obtained by subtracting the actual inventory days from the target inventory days, and the horizontal axis representing the average daily sales difference obtained by subtracting the actual average daily sales from the target daily sales, at the position where the inventory days difference = 0 on the vertical axis and the average daily sales difference = 0 on the horizontal axis. A number of symbols shown by circles represent individual products, and are plotted at the coordinate positions of (average daily sales difference, inventory days difference) calculated from the inventory index value and sales index value of each product and the target inventory days and target daily sales.
[0037] If an inventory positioning map is constructed as shown in Figure 3, the inventory of products placed in the first quadrant at the upper left will be "inventory under consideration for arrival," the inventory of products placed in the second quadrant at the upper right will be "best-selling inventory," the inventory of products placed in the third quadrant at the lower left will be "dead stock," and the inventory of products placed in the fourth quadrant at the lower right will be "market stock."
[0038] Based on the inventory positioning map displayed on the user terminal 50, the user can easily understand which products should be prioritized. In particular, since it is possible to understand the dead stock that should be prioritized, as well as the best-selling stock, it is possible to consider the need to replenish the best-selling stock.
[0039] Note that the mapping unit 15 may display detailed information about a product corresponding to a selected symbol in a pop-up window when the user performs an operation to select a desired symbol, as shown in Fig. 4. The detailed information about the product includes any information extracted from sales information, stock information, stock index value, sales index value, and policy execution history. Hereinafter, such a pop-up window will be referred to as a "details window."
[0040] The policy presentation unit 16 presents candidate policies for improving at least one of the inventory index value and the sales index value for the stock identified as dead stock by the inventory identification unit 14. The contents of the candidate policies to be presented are set in advance as policy information in the policy related information storage unit 103. That is, the policy presentation unit 16 acquires policy information from the policy related information storage unit 103, and presents candidate policies to the user terminal 50 based on the policy information.
[0041] In the inventory positioning map, products in the third quadrant at the bottom left are dead stock that are lying dormant without generating cash, and if left dormant like this, they could be detrimental to the company. Specifically, the following problems could occur: - By placing a strain on warehouses and store back-office areas, it makes it harder to stock products in warehouses and store back-office areas. This worsens workability, which increases the time it takes to complete tasks, making it impossible to complete other tasks in the warehouse, and reducing the time spent with customers in stores that can lead to sales. Storing goods in a warehouse incurs storage costs. The longer goods are left in the warehouse, the higher the storage costs will be, which will reduce the company's profits. · Products deteriorate over time even when they are simply stored. Therefore, they cannot be stored forever and must be disposed of once they have deteriorated. If they are disposed of, not only will the cost price of the product be wasted, but additional disposal costs will also be incurred.
[0042] Therefore, it is necessary to convert products located in the dead stock area on the inventory positioning map into cash as soon as possible to reduce the company's losses. Therefore, the measure presentation unit 16 presents to the user terminal 50 candidate measures required to convert the stock identified as dead stock by the inventory identification unit 14 into cash.
[0043] 5 to 9 are diagrams showing examples of policy candidate presentations. In the example shown in Fig. 5, when a desired symbol is selected, a list of policy candidates is displayed in a pop-up window by selecting a policy consideration button present in the details window that pops up. Hereinafter, such a pop-up window is referred to as a "policy candidate window."
[0044] In the example of the measure candidate window shown in FIG. 5, four measures are presented as measure candidates: checking product display (indicated as "product not on display"), checking sales status at other stores (indicated as "selling at other stores"), checking possibility of price reduction (indicated as "price reduction needs to be considered"), and checking possibility of disposal (indicated as "possible inventory"). The user selects one of these four measure candidates. When one of the measure candidates is selected, the measure presenting unit 16 presents more specific measure examples and information on consideration materials for the selected measure candidate, as shown in FIG. 6 to FIG. 9.
[0045] The first measure "check product display" shown in FIG. 5 is a measure to check whether products identified as dead stock are being displayed appropriately. In stores, products are sometimes left in the back yard and not put out. Therefore, checking whether the products are displayed in a condition that allows them to be sold is presented as a candidate measure. When this first candidate measure is selected, the measure presentation unit 16 presents as a specific example measure to check whether products are being left in the back yard, as shown in FIG. 6.
[0046] The second measure shown in Figure 5, "Checking sales status at other stores," is a measure to check whether the same product identified as dead stock in one's store is being sold at other stores. Checking the sales status of the product at other stores is suggested as a possible measure to be taken when sales are poor despite the product being properly displayed. When it is confirmed that the same product is being sold at other stores, one can refer to the measures implemented at other stores to check whether there are any measures to increase sales at one's store.
[0047] When the second candidate measure is selected, the measure presenting unit 16 presents three concrete measure examples, namely, changing VMD (Visual Merchandising), promoting on SNS, and transferring between stores, as shown in FIG. 7. Changing VMD is a measure such as imitating the way products are displayed in a store with good sales. Promoting on SNS is a measure such as imitating the way SNS is transmitted in a store with good sales. Transferring between stores is a measure of inquiring about transferring products between stores when there is no material to imitate. Transferring between stores is an effective measure when the inventory in other stores is being used up smoothly or when the inventory is running low. Note that, in the case where an EC site exists, this measure also includes transferring inventory to the EC site.
[0048] The third measure "check possibility of price reduction" shown in Fig. 5 is a measure to consider reducing the price of the product identified as dead stock. When the product is properly displayed and sales are not favorable in other stores or the product cannot be moved to other stores, checking whether the price should be reduced in order to sell out the product is presented as a possible measure. When this third candidate measure is selected, the measure presentation unit 16 presents as specific example measures a method of reducing the price in a closed environment by distributing coupons exclusive to members, and a method of selling the product at a discount of a specified amount, as shown in Fig. 8.
[0049] The fourth measure shown in Figure 5, "Confirming the possibility of disposal," is a measure to consider disposing of products identified as dead stock. As mentioned above, if dead stock products are left in stock for a long time, it may cause harm to the company. Therefore, we propose confirming whether the product should be disposed of as a possible measure to be taken when it is considered difficult to sell out the product by reducing the price.
[0050] FIG. 9 shows an example of the screen when the fourth measure "Confirm disposal possibility" is selected. The example screen in FIG. 9 shows the amount of possible loss if the inventory is maintained as it is, and the disposal fee if the inventory is disposed of. The amount of possible loss indicates how much storage cost will be required for the storage period if the specific product is kept as inventory as it is. The user can set the storage period as desired, or the disposal deadline (such as the sales deadline described later) set for each product can be set as the storage period. If the storage cost of the warehouse is determined by the area used (or the contracted area) of the warehouse, for example, it is possible to calculate the storage cost of a specific product by calculating the area required for placement in the warehouse from the size of the specific product and calculating what percentage of the warehouse area it occupies. By visualizing the amount of possible loss and disposal fee in this way, it becomes possible to judge whether it is better to dispose of the product at the current stage.
[0051] The user selects and executes one of the candidate measures (including specific example measures) presented as shown in Figs. 5 to 9. The selection of a measure is performed by checking a checkbox and operating a selection completion button as shown in Figs. 6 to 9. The selection receiving unit 17 receives the selection of the measure selected by the user in the above manner. After that, when the user executes the selected measure, the user inputs information such as the name of the executed measure, the execution date, and the person in charge of execution from the user terminal 50, and transmits it to the inventory analysis server 10 as measure execution report information.
[0052] The policy history recording unit 18 records the policy selected and executed by the user from the candidates presented by the policy presentation unit 16 (the policy accepted by the selection accepting unit 17) and the execution date as policy history information in the policy related information storage unit 103. That is, the policy history recording unit 18 records the policy selected by the user (the approved policy in the case of a policy that requires approval) in the policy related information storage unit 103. Thereafter, when policy execution report information is sent from the user terminal 50, at least the execution date is recorded in the policy related information storage unit 103 in association with the name of the selected policy. Note that, in addition to the policy name and execution date, information included in the policy execution report information may be recorded.
[0053] The mapping unit 15 may visualize and display the state change of symbols plotted on the inventory positioning map based on the inventory index value and sales index value before the execution date and the inventory index value and sales index value after the execution date for the inventory of the product for which the measure was implemented. Fig. 10 is a diagram showing an example of the display of an inventory positioning map in which the state change of symbols is visualized. In Fig. 10, arrows indicate that the positions of the symbols Z1' and Z2' have changed due to the implementation of the measure for the products corresponding to the two symbols Z1 and Z2, respectively.
[0054] By generating an inventory positioning map again after the implementation date of the measure, the user can understand how the positioning on the map has changed for the inventory for which the measure was implemented. By checking this change in positioning, the user can confirm whether the measure was effective or not. Basically, if the arrow points to the upper right, it can be determined that the inventory index value and sales index value are approaching their target values, respectively, that is, the inventory situation and sales situation have improved, and the measure was effective. On the other hand, if the arrow does not point to the upper right, it can be determined that the measure was ineffective or only weakly effective. In this case, the user selects and executes another measure through the measure candidate window shown in Figure 5.
[0055] When generating an inventory positioning map after the implementation of the measures, only products in dead stock may be extracted and mapped. FIG. 10 shows an example of such a display. Alternatively, only products for which the measures have been implemented may be extracted and mapped. Alternatively, products may be filtered and mapped by measures (for example, only products for which VMD has been changed, only products for which coupons have been distributed, etc.). By filtering and mapping products by measures, the user can easily grasp the tendency of which measures are effective. By collecting data on the effectiveness of measures, it is possible to measure which measures are effective in what situations and use the data for future measures. Here, it is possible to evaluate all measures with arrows pointing to the upper right as "effective". Alternatively, it is possible to evaluate only measures corresponding to arrows pointing to the upper right that have a length equal to or greater than a predetermined value as "effective". The definition of "effective" is not limited to this and can be set arbitrarily. Measures evaluated as "effective" are recognized as effective.
[0056] It is desirable to allow the user to decide who is given authority for which policy to execute the policy. In this embodiment, information on the implementation authority for the policy candidates presented by the policy presentation unit 16 is set in the user terminal 50, and the set information can be transmitted to the inventory analysis server 10 and recorded in the policy related information storage unit 103. The information on the implementation authority is information indicating who has authority for which policy.
[0057] When a user selects a measure from among the candidates (when the selection receiving unit 17 receives the selection of a measure), the workflow starting unit 19 starts the workflow management server 40 to execute the approval workflow corresponding to the implementation authority set for the selected measure. In this way, when a measure is selected by the user, if the measure requires approval, the approval workflow of the workflow management server 40 is automatically started. For example, if a store clerk selects a discount measure based on the sales and inventory status of a product, a price reduction request workflow is automatically circulated to a superior, and it becomes possible to determine whether or not the price reduction should be approved through a predetermined approval route. When the execution of the selected measure is approved, the measure history recording unit 18 stores information on the name of the measure in the measure related information storage unit 103.
[0058] 11 is a flowchart showing an example of the operation of the inventory analysis server 10 according to this embodiment configured as described above. It is assumed that the target daily sales volume and the target inventory days have already been set before the execution of the flowchart in FIG.
[0059] 11, the inventory analysis server 10 determines whether or not an instruction to create an inventory positioning map has been received from the user terminal 50 (step S1). If an instruction to create a map has been received, the inventory index value acquisition unit 12 acquires inventory information from the inventory related information storage unit 102, and the sales index value acquisition unit 13 acquires sales information from the sales related information storage unit 101 (step S2). Then, the inventory index value acquisition unit 12 calculates the number of inventory days as an inventory index value for each product, and the sales index value acquisition unit 13 calculates the average daily sales volume as a sales index value for each product (step S3).
[0060] Next, the inventory identification unit 14 classifies and identifies the inventory of products into four types (inventory under consideration for arrival, best-selling inventory, dead stock, and market inventory) based on a combination of whether the inventory days are longer than the target inventory days and whether the average daily sales volume is smaller than the target daily sales volume (step S4). Furthermore, the mapping unit 15 generates an inventory positioning map that shows symbols corresponding to multiple products on four quadrants corresponding to the four types of classification based on the inventory days and average daily sales volume of multiple products and the difference between the target inventory days and target daily sales volume, and displays it on the user terminal 50 (step S6).
[0061] At this time, the mapping unit 15 refers to the policy history information in the policy-related information storage unit 103 and determines whether or not there is a product for which a policy has been implemented. If there is a product for which a policy has been implemented, the status change of the symbol plotted on the inventory positioning map is visualized and displayed for that product based on the inventory index value and sales index value before the policy implementation date and the inventory index value and sales index value after the policy implementation date. Note that the status change of the symbol may be displayed only when the user performs a predetermined operation on the user terminal 50.
[0062] Here, the mapping unit 15 judges whether or not an operation to select any symbol on the inventory positioning map has been performed (step S7). If an operation to select a symbol has not been performed, the processing of the flowchart shown in Fig. 11 is terminated. On the other hand, if an operation to select any symbol has been performed, the mapping unit 15 pops up a details window showing detailed information about the product corresponding to the selected symbol, as shown in Fig. 4 (step S8).
[0063] Next, the policy presenting unit 16 judges whether or not an operation to select a policy consideration button present in the details window has been performed (step S9). If an operation to select the policy consideration button has not been performed, the process of the flowchart shown in Fig. 11 ends. On the other hand, if an operation to select the policy consideration button has been performed, the policy presenting unit 16 pops up a policy candidate window as shown in Fig. 5 (step S10).
[0064] Here, the policy presenting unit 16 judges whether or not any policy candidate has been selected from the policy candidate window (step S11). If no policy candidate has been selected, the process of the flowchart shown in Fig. 11 ends. On the other hand, if a policy candidate has been selected, more specific policy examples and information on consideration materials for the selected policy candidate are presented (step S12), as shown in Figs. 6 to 9.
[0065] Thereafter, the selection receiving unit 17 judges whether or not any measure has been selected (step S13). If no measure has been selected, the process of the flowchart shown in Fig. 11 ends. On the other hand, if any measure has been selected, the workflow starting unit 19 starts the workflow management server 40 so as to execute the approval workflow corresponding to the implementation authority set for the selected measure (step S14).
[0066] Thereafter, the policy history recording unit 18 inquires of the workflow management server 40 as to whether or not approval for the policy execution has been obtained in the approval workflow (step S15). If the workflow management server 40 notifies the user that approval for the policy execution has not been obtained, the process of the flowchart shown in FIG. 11 ends. In this case, the process may proceed to step S10. On the other hand, if the workflow management server 40 notifies the user that approval for the policy execution has been obtained, the policy history recording unit 18 records the approved policy as policy history information in the policy related information storage unit 103 (step S16). If implementation authority has not been set for the selected policy, the process skips steps S14 and S15 and proceeds to step S16.
[0067] Thereafter, the policy history recording unit 18 judges whether or not policy execution report information has been sent from the user terminal 50 (step S17). If policy execution report information has been sent, the information on the execution date contained therein is recorded in the policy related information storage unit 103 as policy history information of the selected policy (step S18). With the above, the processing of the flowchart shown in FIG. 11 is completed.
[0068] As explained in detail above, in this embodiment, an inventory index value (number of days in stock) relating to the inventory status of multiple products is obtained, and a sales index value (average daily sales volume) relating to the sales status of multiple products is obtained, and inventory of products whose inventory index value is on the lower side of the inventory threshold (target number of days in stock) and whose sales index value is on the lower side of the sales threshold (target daily sales volume) is identified as dead stock.
[0069] According to this embodiment configured in this manner, the inventory situation is identified not simply from the perspective of whether the inventory index value is on the lower side of the inventory threshold value, but also based on the logical product of whether the sales index value is on the lower side of the sales threshold value. Therefore, unlike when the risk of inventory being stagnant is simply determined based on whether the inventory period is long or not, inventory of products for which both the inventory index value and the sales index value are shown to be low-rated values can be identified as dead stock that should be dealt with as a priority among inventory.
[0070] In addition, in this embodiment, the inventory threshold and sales threshold used to identify dead stock are set as target values for the inventory index value and sales index value, so dead stock can be identified based on whether the inventory index value and sales index value are rated lower than the target values. Then, for products identified as dead stock, measures can be presented to help at least one of the inventory index value and sales index value approach the target value.
[0071] In addition, in this embodiment, product inventory is classified and identified into four types, and an inventory positioning map is generated in which symbols corresponding to multiple products are displayed on a four-quadrant segment map corresponding to the four types of classification, and is presented to the user. This makes it easy to understand at a glance the products identified as dead stock. At the same time, it also makes it easy to understand stock under consideration for arrival, hot-selling stock, and market stock, making it easier for the user to take measures such as considering the measures required for each.
[0072] In addition, in this embodiment, for dead stock that should be dealt with with particular priority, candidate measures for improving at least one of the stock index value and the sales index value are presented. This makes it easier for the user to consider measures for cashing out dead stock. In addition, in this embodiment, when the user implements a measure, an inventory positioning map is generated and displayed that visualizes the change in the positioning of symbols before and after the implementation date of the measure, so that it is possible to confirm whether the measure has been effective.
[0073] In the above embodiment, an example is described in which the number of days in stock or the number of days in stock turnover is used as the stock index value, but the present invention is not limited to this. For example, the stock quantity, the stock value, the stock turnover rate, etc. may be used as the stock index value. In addition, in the above embodiment, an example is described in which the average daily sales volume is used as the sales index value, but the present invention is not limited to this. For example, the sales amount, the gross profit amount, the proper consumption rate (the ratio of the quantity / amount that can be sold at the regular price without discounting, etc., to the purchased quantity / amount) of the product may be used as the sales index value.
[0074] Alternatively, whether the sales deadline set for a product is near or not may be used as the sales index value. For example, in the case of food, the best-before date or expiry date can be set as the sales deadline. For seasonal products such as clothing, the end of the season (for example, the end of February for winter items) can be set as the sales deadline. Products with a large amount of stock despite a near sales deadline are likely to remain unsold. In the case of food, expiration may lead directly to disposal. Thus, for example, the number of days remaining until the sales deadline may be used as the sales index value, and the stock of products whose sales index value is lower than the sales threshold and whose stock index value is lower than the stock threshold may be identified as dead stock.
[0075] Furthermore, when generating an inventory positioning map, the user may be allowed to arbitrarily change the period for which the average daily sales are calculated. For example, the average daily sales may be calculated by specifying the period from the start of sales (the day the product arrives at the store) to the time the inventory positioning map is generated. Alternatively, the average daily sales may be calculated by specifying a period such as one month or one week before the map is generated. By generating an inventory positioning map with a variable target period, it becomes possible to arbitrarily specify and check long-term or recent trends.
[0076] Also, the processing of the inventory identification unit 14 and the mapping unit 15 may be executed by dividing the case into a case where the inventory of products sold at a store is stored in the store's bark yard and a case where the inventory of products sold at an EC site is stored in a warehouse. Also, as shown in Fig. 12, symbols related to store inventory and symbols related to warehouse inventory may be displayed together on the inventory positioning map so that the two symbols can be visually distinguished from each other. In Fig. 12, circular symbols with a filled center indicate those related to store inventory, and circular symbols with an open center indicate those related to warehouse inventory.
[0077] By generating such an inventory positioning map, it is possible to compare and consider the distribution of inventory types of products sold in stores with the distribution of inventory types of products sold on an EC site. It is also possible to consider the inventory situation by comparing the sales situation at the store with the overall sales situation, or the sales situation at the EC site with the overall sales situation, for example, by identifying products that are not selling well at the store but are selling well across the company, or products that are selling well on the EC site but are not selling well across the company.
[0078] Additionally, the products displayed in the detail windows of Figures 4 to 10 are displayed by SKU (Stock Keeping Unit, a unit for counting the minimum number of items for inventory management), but the product unit is not limited to SKU. For example, each SKU may be classified into categories with multiple levels, and the categories may be displayed as product units. This allows similar products to be handled as groups, and makes it possible to grasp the inventory status for each group.
[0079] In the above embodiment, an example is described in which an inventory positioning map is generated and presented in which symbols are displayed at coordinate positions specified based on the inventory index value and sales index value of multiple products. However, the present invention is not limited to this. That is, it is not essential to present the four types of inventory identified by the inventory identification unit 14 in the form of an inventory positioning map. For example, the inventory types may be displayed in a list format. However, generating and presenting an inventory positioning map is preferable in that it allows the inventory status to be grasped more intuitively than a list display. In particular, the more products there are, the easier it is to grasp the inventory status using the inventory positioning map. In addition, when generating an inventory positioning map, for example, an approximation formula calculated based on the coordinate positions of multiple products is further superimposed and the coefficients of the approximation formula and the distance between the coordinate position of any product are analyzed, making it easier to grasp the inventory status more intuitively, select products that require priority handling, consider measures to be implemented, and set goals when implementing measures.
[0080] On the other hand, when displaying in a list, candidate measures may also be displayed, and the measure to be implemented this time may be selected from the list. Also, after a measure is implemented, it may be possible to input measure execution report information from the list, or measures implemented in the past may be displayed on the list. In the case of a list, inputting measure execution report information from the list makes the input work easier than inputting measure execution report information from the details window for each product. Also, filtering by measure becomes possible, making it easier to understand products for which the same measure has been implemented.
[0081] In the above embodiment, an example has been described in which product inventory is classified and identified into four types based on a combination of whether the inventory index value is on the lower side of the inventory threshold value and whether the sales index value is on the lower side of the sales threshold value, but the present invention is not limited to this. For example, it may be possible to identify only dead stock that should be dealt with with particular priority. That is, the inventory identification unit 14 may only identify as dead stock the inventory of products whose inventory index value is on the lower side of the inventory threshold value and whose sales index value is on the lower side of the sales threshold value.
[0082] In the above embodiment, the information of the candidate measures presented by the measure presenting unit 16 is predetermined, but the present invention is not limited to this. For example, the contents of the candidate measures to be presented may be changed according to the coordinate position on the inventory positioning map specified based on the inventory index value and the sales index value. For the product on which the measure has been implemented, the contents of the candidate measures to be presented may be changed according to the manner of change in the coordinate position on the inventory positioning map specified based on the inventory index value and the sales index value before and after the implementation date of the measure (for example, the direction and size of the arrow shown in FIG. 10). As described above, the effects of past measures may be measured, and measures that are expected to be effective based on the measured results may be preferentially displayed. For example, measures that are evaluated as "effective" may be preferentially displayed as measures that are expected to be effective. Displaying preferentially refers to a display method that is easy for the user to see, such as displaying at the top when displaying multiple candidate measures, or emphasizing the text by making it bold or highlighting it.
[0083] In the above embodiment, the change in the state of the symbol is visualized in FIG. 10, but when the changed symbol is selected, a check box that allows the user to select the effect of the measure may be displayed as a detail window. For example, items such as high effect, medium effect, and low effect are prepared for the check box, and the user selects the check box based on the degree of the change in the state of the symbol. The selection result is transmitted to the measure-related information storage unit 103 and stored as evaluation information of the effect in association with the name of the executed measure. As a result, the measure-related information storage unit 103 accumulates the past executed measures and their effects as measure history information. The measure presentation unit 16 may analyze the effectiveness of the past executed measures based on the evaluation information stored as the measure history information in the measure-related information storage unit 103, and preferentially display measures calculated to be highly effective. A highly effective measure can be, for example, a measure for which the item "high effect" is selected. Alternatively, evaluation values may be set for each of high effect, medium effect, and low effect, and a score may be calculated using a predetermined function based on the evaluation values selected when a certain measure is implemented multiple times or when a certain measure is implemented for multiple products, and if the score is equal to or greater than a threshold, the certain measure may be evaluated as being highly effective.In addition to the user inputting the effect using a checkbox, the level of effectiveness may be automatically determined based on the amount of movement of the state change of the symbol in Figure 10 (the inclination and length of the arrow).
[0084] Furthermore, the effectiveness of past measures implemented may be analyzed by selecting from individual products, product groups that group together multiple similar products, or the entire product range that includes all products handled. Furthermore, the effectiveness may be scored, and the size of the score may be used as the criterion for judgment. In this case, a higher score may be set for measures that have achieved an effect that is closer to the target value, or the score may be assigned according to the length of the arrow pointing to the center point. Furthermore, the weighting of measures may be changed for individual products and product groups. This is because it is expected that the effectiveness of measures may differ depending on the product, so it is considered effective to take measures that are optimal for individual products or product groups.
[0085] In the above embodiment, the example of presenting the measure candidates only for the stock of the product identified as the dead stock has been described. In addition, the measure candidates may be presented for the products classified as the stock under consideration for arrival, the best-selling stock, and the market stock. In this case, the measure candidates for bringing at least one of the stock index value and the sales index value closer to the target value (bringing the symbol position closer to the central coordinate position in the stock positioning map) may be presented for the four types of stock classified by the stock identification unit 14. Furthermore, market stock has a large stock quantity, so it may become a dead stock if sales decrease. Therefore, if sales decrease and the stock days tend to increase further, a warning may be issued. Furthermore, for the best-selling stock, if the arrow points to the left in the state change shown in FIG. 10, it may become a stock under consideration for arrival, so a warning may be issued.
[0086] As one of the candidate measures for approaching the target value, a change in the target value may be included. For example, when the symbols of multiple products arranged on the inventory positioning map are generally distributed in the upper right region, it is possible that both the target values for the inventory index value and the target values for the sales index value are set lower than a reasonable value. Conversely, when the symbols of multiple products arranged on the inventory positioning map are generally distributed in the lower left region, it is possible that both the target values for the inventory index value and the target values for the sales index value are set higher than a reasonable value. Also, when the symbols of multiple products are generally distributed in the upper region, the lower region, the left region, or the right region, it is possible that either one of the target values for the inventory index value and the target values for the sales index value is set higher or lower than a reasonable value. In such a case, changing the target value is also presented as one candidate measure.
[0087] In the above embodiment, the inventory threshold and the sales threshold are set, but these thresholds may be set in multiple stages. For example, by preparing two inventory thresholds (a value that is a level that requires attention and a numerical value that requires immediate action) and two sales thresholds (a value that is a level that requires attention and a numerical value that requires immediate action), the inventory types classified by the inventory identification unit 14 will be eight. By subdividing the types, the policy candidates can also be subdivided according to the types, making it possible to present more suitable policy candidates to the user.
[0088] In the above embodiment, the target value set for the inventory index value and the target value set for the sales index value are used as the inventory threshold value and the sales threshold value, but the present invention is not limited to this. For example, a value (such as an average value) statistically calculated for the product may be used as the inventory threshold value and the sales threshold value.
[0089] In the above embodiment, the policy presenting unit 16, the policy history recording unit 18, and the workflow starting unit 19 are not essential components, and any one or more of them may be omitted.
[0090] In addition, the above-mentioned embodiments are merely examples of the implementation of the present invention, and the technical scope of the present invention should not be interpreted as being limited thereby. In other words, the present invention can be implemented in various forms without departing from the gist or main characteristics thereof. [Explanation of symbols]
[0091] 10 Inventory analysis server (inventory analysis device) 11 Goal Setting Section 12 Stock index value acquisition section 13 Sales Index Value Acquisition Section 14 Inventory Identification Department 15 Mapping section 16 Measure presentation department 17 Selection Reception Section 18 Policy History Record Section 19 Workflow Launcher 20 Sales information management server 30 Inventory information management server 40 Workflow Management Server 50 User terminals 101 Sales related information storage unit 102 Stock related information storage unit 103 Policy-related information storage unit
Claims
1. an inventory index value acquiring unit for acquiring an inventory index value which is an index value relating to the inventory status of a product; a sales index value acquiring unit for acquiring a sales index value which is an index value relating to the sales status of the product; an inventory identification unit that identifies, as dead stock, an inventory of a product whose inventory index value is on the lower evaluation side of an inventory threshold value and whose sales index value is on the lower evaluation side of a sales threshold value; An inventory analysis device characterized by:
2. The inventory threshold value is a target value set for the inventory index value, The sales threshold is a target value set for the sales index value.
2. The inventory analysis apparatus of claim 1.
3. The inventory analysis device described in claim 1 or 2, characterized in that the inventory identification unit classifies and identifies the inventory of the product into four types based on a combination of whether the inventory index value is on the lower evaluation side of the inventory threshold value and whether the sales index value is on the lower evaluation side of the sales threshold value.
4. The inventory analysis device according to claim 3, further comprising a mapping unit that generates a map showing symbols corresponding to the products on a four-quadrant segment map corresponding to the four types of classification based on the inventory index value and the sales index value of the products.
5. The inventory analysis device as described in claim 1 or 2, further comprising a measure presentation unit that presents candidate measures for improving at least one of the inventory index value and the sales index value for inventory identified as the dead stock by the inventory identification unit.
6. The inventory threshold value is a target value set for the inventory index value, The sales threshold is a target value set for the sales index value, The system further includes a measure suggestion unit that suggests measures for bringing at least one of the inventory index value and the sales index value closer to the target value for the four types of inventory classified by the inventory identification unit.
4. The inventory analysis apparatus according to claim 3.
7. a measure suggestion unit that suggests possible measures for improving at least one of the inventory index value and the sales index value for the inventory identified as the dead stock by the inventory identification unit; a policy history recording unit that records a policy selected by a user from the candidates presented by the policy presentation unit and executed and the execution date as a history, The mapping unit visualizes and displays a change in state of a symbol plotted on the segment map for the inventory of the product on which the measure was implemented, based on the inventory index value and the sales index value before the implementation date and the inventory index value and the sales index value after the implementation date.
5. The inventory analysis apparatus of claim 4.
8. a policy history recording unit for recording, for a policy selected by a user from among the candidates presented by the policy presentation unit and executed, the presence or absence or the degree of improvement in at least one of the inventory index value and the sales index value as evaluation information regarding the effect of the policy, The policy presentation unit analyzes the effectiveness of policies executed in the past based on the evaluation information stored by the policy history recording unit, and preferentially displays candidates for policies that are likely to be more effective.
6. The inventory analysis apparatus according to claim 5.
9. a policy history recording unit for recording, for a policy selected by a user from among the candidates presented by the policy presentation unit and executed, the presence or absence or the degree of improvement in at least one of the inventory index value and the sales index value as evaluation information regarding the effect of the policy, the policy history recording unit records evaluation information input by a user based on a change in state of the symbol displayed on the segment map by the mapping unit; The policy presentation unit analyzes the effectiveness of policies executed in the past based on the evaluation information stored by the policy history recording unit, and preferentially displays candidates for policies that are likely to be more effective.
8. The inventory analysis apparatus of claim 7.
10. The inventory analysis device according to claim 9, characterized in that the policy presentation unit calculates a score using a predetermined function based on the evaluation information stored in the policy history recording unit, and preferentially displays policies whose scores are equal to or greater than a threshold value as candidate policies that have the potential to achieve greater effects than the above.
11. The inventory analysis device described in claim 7, characterized in that the policy presentation unit analyzes the effectiveness of past implemented policies based on changes in the state of the symbols, and preferentially displays candidate policies that are likely to be more effective.
12. The inventory analysis device according to claim 8, characterized in that the measure presentation unit analyzes the effectiveness of the past measures implemented by a unit selected from among an individual product unit, a product group unit consisting of multiple similar products, or an entire product unit including all products handled.
13. Information regarding implementation authority is set for the policy candidates presented by the policy presentation unit, The system further includes a workflow starting unit which starts an approval workflow corresponding to an implementation authority set for a selected measure when the user selects any one of the candidates.
6. The inventory analysis apparatus according to claim 5.
14. An inventory index value acquiring unit and a sales index value acquiring unit of the computer acquiring an inventory index value which is an index value relating to an inventory status of a product, and acquiring a sales index value which is an index value relating to a sales status of the product; The inventory identification unit of the computer identifies, as dead stock, an inventory of a product whose inventory index value is on the lower evaluation side of an inventory threshold value and whose sales index value is on the lower evaluation side of a sales threshold value.
1. A method for inventory analysis comprising:
15. an inventory index value acquiring unit for acquiring an inventory index value which is an index value relating to the inventory status of a product; a sales index value acquiring unit for acquiring a sales index value which is an index value relating to the sales status of the product; an inventory identification unit that identifies, as dead stock, an inventory of a product whose inventory index value is on the lower evaluation side of an inventory threshold value and whose sales index value is on the lower evaluation side of a sales threshold value; An inventory analysis system comprising:
Citation Information
Patent Citations
Information processing system, information processing method, and information processing program
JP2021033352A
Cited By
Program, generation device, and generation method
WO2026204573A1