Work support device, work support method, and work support program

The business support device accurately manages inventory by distinguishing between individually ordered and bulk items using unique identification information, ensuring timely order tracking and preventing long-term inventory issues.

JP2026027669APending Publication Date: 2026-02-19OBIC CO LTD
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Patent Information

Application Number
JP2024129755
Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
Filing Date
2024-08-06
Publication Date
2026-02-19

AI Technical Summary

Technical Problem

Inventory management of order-made products is challenging due to unpredictable purchase dates leading to long-term stagnant inventory and difficulty in tracking location responsibility, especially when returns or cancellations occur.

Method used

A business support device that generates and manages inventory data with unique identification information for ordered items and other-purchase-type items, distinguishing between them based on information format, and outputs this data to appropriate devices for accurate inventory tracking and alert notifications.

Benefits of technology

Enables precise inventory management and gross profit calculation by separating individual and bulk orders, preventing long-term stagnant inventory through alert notifications, and facilitating efficient order tracking.

✦ Generated by Eureka AI based on patent content.

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Abstract

To accurately manage the stock of arranged articles each time a necessary amount is purchased from a supplier as necessary.SOLUTION: An inventory data generation unit generates inventory data including each-time preparation identification information in an information form for an each-time preparation and a purchase date, the each-time preparation identification information being unique identification information attached to the each-time preparation which is a commodity purchased in a necessary amount from a supplier as necessary, and inventory data including other-purchase-form preparation identification information in an information form for an other-purchase-form preparation and a purchase date, the other-purchase-form preparation identification information being unique identification information attached to the other-purchase-form preparation which is a commodity purchased in a purchase form different from the each-time preparation. The discrimination part discriminates the stock data of the each-time arrangement article and the stock data of the other purchase form arrangement article based on the difference of the information form. Then, the output control unit outputs at least the inventory data of the each-time ordered item determined in the determination step to the output target device.SELECTED DRAWING: Figure 1
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Description

[Technical Field]

[0001] The present invention relates to a business support device, a business support method, and a business support program. [Background technology]

[0002] In the inventory management ordering system disclosed in Patent Document 1 (JP 2024-030145 A), a material prediction unit predicts the type and quantity of medical materials to be used at the medical institution, thereby predicting the inventory of medical materials managed at the medical institution. A dispensing unit statistically predicts the type and quantity of medical materials to be dispensed at the medical institution, and a dispensing reservation unit reserves the medical materials to be dispensed for treatments scheduled at the medical institution. If the ordering unit determines that the amount of medical materials in the medical institution's inventory will be insufficient when the scheduled treatment is performed due to the use of the medical materials scheduled for dispensing, the ordering unit orders an amount of medical materials to make up for the shortage determined to be insufficient, so that the medical materials will arrive at the medical institution by the time the scheduled treatment is performed.

[0003] This allows medical institutions to manage their inventory of medical supplies needed and optimize the amount of medical supplies ordered. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Japanese Patent Publication No. 2024-030145 Summary of the Invention [Problem to be solved by the invention]

[0005] Here, there is known a type of product called "order-made products," which are purchased in the required quantity from a supplier as needed. In the case of these order-made products, if, for example, a return or order cancellation occurs after the purchase order is made, the purchase date becomes a random date, making inventory management difficult and leading to the risk of long-term stagnant inventory.

[0006] The present invention has been made in consideration of the above-mentioned problems, and aims to provide a business support device, a business support method, and a business support program that enable accurate inventory management of ordered items each time the required amount is purchased from a supplier as needed. [Means for solving the problem]

[0007] In order to solve the above-mentioned problems and achieve the objectives, the business support device of the present invention has an inventory data generation unit that generates inventory data including identification information for ordered items in an information format for ordered items and a purchase date, which is unique identification information attached to ordered items, which are goods purchased in the required quantity from a supplier as needed, and inventory data including identification information for ordered items in an information format for ordered items and a purchase date, which is unique identification information attached to other-purchase-type ordered items, which are goods purchased in a different purchase format from ordered items, a discrimination unit that distinguishes between the inventory data for ordered items and the inventory data for other-purchase-type ordered items based on the difference in information format, and an output control unit that outputs the inventory data of at least ordered items distinguished by the discrimination unit to an output target device.

[0008] In addition, in order to solve the above-mentioned problems and achieve the objective, the business support method of the present invention includes an inventory data generation step in which an inventory data generation unit generates inventory data including identification information for ordered items in an information format for ordered items and a purchase date, which is unique identification information to be attached to ordered items, which are products purchased in the required quantity from a supplier as needed, and inventory data including identification information for ordered items in an information format for ordered items and a purchase date, which is unique identification information to be attached to other-purchase-type ordered items, which are products purchased in a different purchase format from the ordered items; a determination step in which a discrimination unit distinguishes between the inventory data for ordered items and the inventory data for other-purchase-type ordered items based on the difference in information format; and an output control step in which an output control unit outputs the inventory data of at least the ordered items determined in the determination step to an output target device.

[0009] In addition, in order to solve the above-mentioned problems and achieve the objective, the business support program of the present invention causes a computer to function as an inventory data generation unit that generates inventory data including identification information for ordered items in an information format for ordered items and purchase date, which is unique identification information attached to ordered items, which are goods purchased in the required quantity from a supplier as needed, and inventory data including identification information for ordered items in an information format for ordered items and purchase date, which is unique identification information attached to other-purchase-type ordered items, which are goods purchased in a different purchase format from ordered items; a discrimination unit that distinguishes between the inventory data for ordered items and the inventory data for other-purchase-type ordered items based on the difference in information format; and an output control unit that outputs at least the inventory data for ordered items distinguished by the discrimination unit to an output target device. [Effects of the Invention]

[0010] The present invention makes it possible to accurately manage inventory of ordered items by purchasing the required amount from a supplier as needed. [Brief explanation of the drawings]

[0011] [Figure 1] FIG. 1 is a block diagram illustrating a hardware configuration of a task assistance device according to an embodiment. [Figure 2] FIG. 2 is a diagram illustrating an example of the control master table. [Figure 3] FIG. 3 is a diagram illustrating an example of a person-in-charge master table. [Figure 4] FIG. 4 is a diagram showing the flow of the notification operation of the slow-moving stock in the task support device according to the embodiment. [Figure 5] FIG. 5 is a diagram showing an example of order data for an item to be ordered on a case-by-case basis. [Figure 6] FIG. 6 is a diagram showing an example of order data for ordered items. [Figure 7] FIG. 7 is a diagram showing an example of order data for bulk order items. [Figure 8] FIG. 8 is a diagram showing an example of purchase data for items ordered individually and items ordered in bulk. [Figure 9]FIG. 9 is a diagram showing an example of inventory data for items ordered individually and items ordered collectively. [Figure 10] FIG. 10 is a diagram showing an example of sales data of ordered items. [Figure 11] FIG. 11 is a diagram showing an example of the inventory data storage unit in a state in which the inventory data of the ordered item has been deleted as a result of the ordered item being shipped. [Figure 12] FIG. 12 is a diagram for explaining the return of an ordered item with a transaction statement number of "J001-002." [Figure 13] FIG. 13 is a diagram showing how the inventory data of the returned ordered item with transaction detail number "J001-002" is stored again in the inventory data storage unit. [Figure 14] FIG. 14 is a diagram showing an example of the inventory inquiry screen. [Figure 15] FIG. 15 is a diagram for explaining the operation of checking the remaining stock via the stock inquiry screen. [Figure 16] FIG. 16 is a diagram showing an example of an email notifying of the occurrence of slow-moving inventory. [Figure 17] FIG. 17 is a diagram showing order data for a product that is the same as the order-made product that is in the slow-moving inventory. [Figure 18] FIG. 18 is a diagram showing sales data created after the shipping of the ordered items that are in the slow-moving inventory. DETAILED DESCRIPTION OF THE INVENTION

[0012] DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS A task support device according to an embodiment of the present invention will be described in detail below with reference to the accompanying drawings. However, the present invention is not limited to the following embodiment.

[0013] (overview) For example, to properly evaluate sales personnel, it is necessary to calculate gross profit by managing inventory valuation of items ordered individually and items ordered in bulk separately. However, gross profit is generally confirmed based on the average unit price including items ordered individually and items ordered in bulk. Also, due to returns or cancellations when ordering individually, items ordered individually can become long-term stagnant inventory. In the case of items ordered individually, the purchase date is random, making inventory management and tracking of location responsibility difficult.

[0014] In addition, items ordered on an individual basis are products purchased in the required quantity from a supplier as needed, or products purchased by the person in charge after negotiating the price with the supplier on an individual basis. Items ordered in bulk are products purchased in bulk at a set unit price by the company's purchasing department, etc.

[0015] The business support device according to the embodiment performs appropriate gross profit calculation by using individual cost for items ordered individually and total cost for items ordered in bulk, even for the same product.

[0016] In addition, if slow inventory occurs due to returns or cancellations during ordering, an alert notification will be sent to prevent long-term slow inventory. This slow inventory data will also be used to evaluate sales personnel.

[0017] In this way, the business support device 1 of the embodiment manages items ordered on an individual basis at their individual costs and items ordered in bulk at their total costs, thereby enabling correct inventory management and gross profit management.

[0018] In addition, it is possible to track orders from receipt to ordering based on the transaction detail number, and if inventory backlog occurs, an alert is sent to the person in charge, preventing inventory from remaining for long periods of time.

[0019] (Hardware configuration) As shown in Fig. 1, the business support device 1 of the embodiment includes a storage unit 2, a control unit 3, a communication interface unit 4, and an input / output interface unit 5. An input device 6 and an output device 7 are connected to the input / output interface unit 5. The output device 7 corresponds to a display unit such as a monitor device (including a home television), a printing device, or a speaker device. The input device 6 may be a keyboard device, a mouse device, a microphone device, or a monitor device that cooperates with a mouse device to realize a pointing device function.

[0020] The communication interface unit 4 is an example of a communication unit, and is connected to a network 50, for example, a wide area network such as the Internet or a private network such as a local area network (LAN). Connected to this network 50 is a person in charge terminal device 51, to which an e-mail is sent notifying of backlogged inventory of ordered items, which will be described later.

[0021] The storage unit 2 may be, for example, a storage device such as a read only memory (ROM), a random access memory (RAM), a hard disk drive (HDD), or a solid state drive (SSD).

[0022] The storage unit 2 stores a business support program that enables accurate inventory management of ordered items each time the required amount is purchased from a supplier as needed. The storage unit 2 also has a control master table 11, a person in charge master table 12, an order data storage unit 13, an order data storage unit 14, a purchase data storage unit 15, an inventory data storage unit 16, and a sales data storage unit 17, which are storage areas.

[0023] In the control master table 11, as shown in Figure 2, the retention period, which is the maximum storage period that has elapsed since the ordered goods were purchased and stored in the warehouse, is set. In the example of Figure 2, the retention period is set to "90 days." As will be described later, when making an inventory inquiry, ordered goods that have been in storage for 90 days or more are inquired based on the retention period set in this control master table 11.

[0024] The person in charge master table 12 stores the person in charge code, the person in charge name, and the person in charge's email address, as shown in Figure 3. In the example of Figure 3, the email address of "○○ Taro" with the person in charge code "TAN001" is "○○@××.co.jp". As will be explained later, if there is a custom-ordered item in the warehouse that has been held for 90 days or more, an email will be sent to the email address of this person in charge notifying them of the held inventory.

[0025] (Functional configuration of business support device) Next, the control unit 3 executes the business support program stored in the memory unit 2, thereby functioning as a data generation unit 21, an inventory data generation unit 22, a discrimination unit 23, an output control unit 24, a detection unit 25, and an alarm control unit 26, as shown in Figure 1.

[0026] In this example, the data generation unit 21 to the notification control unit 26 are described as being realized by software based on a business support program, but all or part of the data generation unit 21 to the notification control unit 26 may be realized by hardware. In either case, the same effects as those described above can be obtained.

[0027] The data generation unit 21 includes the functions of the inventory data generation unit 22. The inventory data generation unit 22 generates inventory data including identification information for ordered items in an information format for ordered items (see transaction statement numbers J001-001 and J001-002 in Figure 9), which is unique identification information attached to ordered items, which are products purchased in the required quantity from a supplier as needed, and the purchase date. The inventory data generation unit 22 also generates inventory data including identification information for ordered items in an information format for ordered items (see transaction statement number 999 (fixed value) in Figure 9), which is unique identification information attached to ordered items in an information format for ordered items (e.g., bulk ordered items), which are products purchased in a different purchase format from ordered items, and the purchase date.

[0028] The discrimination unit 23 discriminates between inventory data of ordered items and inventory data of ordered items purchased in other ways based on the difference in information format. The output control unit 24 outputs the inventory data of at least ordered items discriminated by the discrimination unit 23 to the output target device (see FIG. 15).

[0029] This output target device corresponds to, for example, the output device 7, and may be a display device, a printer, or a speaker device. The output control unit 24 converts the inventory data into display information, print information, or audio information and supplies it to the corresponding device. This allows the inventory data to be displayed, printed, or audio output. Furthermore, the output target device may be the storage unit 2, an external storage device, a server device on the network 50, or the like, and the contract data may be output or transmitted to these devices for storage.

[0030] Furthermore, the detection unit 25 detects the inventory data of the ordered items for which the period from the purchase date to the predetermined reference date is equal to or longer than the designated retention period, from among the inventory data of the ordered items determined by the determination unit 23. The output control unit 24 outputs the detected inventory data to the output target device (see FIG. 15).

[0031] In addition, when the detection unit 25 detects inventory data of an ordered item for which the period from the purchase date to a predetermined reference date is equal to or longer than the specified retention period, the notification control unit 26 performs predetermined notification control (for example, sending an email notifying of the retention inventory as shown in Figure 16).

[0032] This notification control may involve outputting a voice message or electronic sound notifying the user of the slow-moving stock via a speaker device, or outputting a printed matter notifying the user of the slow-moving stock via a printer.

[0033] As an example, the notification control unit 26 creates an email indicating that there is inventory data for an ordered item that is in stock for more than the specified retention period, and controls the communication unit (communication interface unit 4) to send it to a specified email address stored in the memory unit (person in charge master table 12 shown in Figure 3).

[0034] For example, a transaction detail number created by combining a slip number and a line number is used as identification information for items ordered on a case-by-case basis. Also, for example, a transaction detail number with a predetermined fixed value is used as identification information for items ordered in other purchasing modes (see Figure 9).

[0035] (Notification of slow-moving inventory) Next, a description will be given of the operation of notifying the slow inventory of an order-made item in the task support device 1 of the embodiment. Fig. 4 is a schematic diagram showing the flow of the operation of notifying the slow inventory of an order-made item.

[0036] Step S1: When an order for goods is received from a business partner, the person in charge enters the order and orders. This allows the order to be placed for goods that are procured in the required quantity from a supplier as needed, or goods that the person in charge negotiates the price with a supplier each time.

[0037] In the case of items ordered on a case-by-case basis, inventory management is carried out at individual cost, so a transaction detail number is generated using the "voucher number (order number) and line number" and is used consistently across order data, order data, purchasing data, inventory data, and sales data.

[0038] Step S2 - The company's purchasing department places a bulk order at a specified unit price. In the case of bulk ordered items, in order to manage inventory based on total cost, a fixed transaction detail number is generated and used consistently across order data, purchase data, inventory data, and sales data.

[0039] Step S3 → Purchase input is performed for the purchased items ordered on an individual basis and the bulk ordered items by making an order on an individual basis in step S1 and making a bulk order in step S2. As a result, purchase data is generated and stored in the purchase data storage unit 15.

[0040] Step S4: The purchase data of the items ordered individually and the items ordered in bulk is stored in the purchase data storage unit 15, making it possible to check stock availability.

[0041] Step S5: After shipping the ordered products to the customer, sales are entered. After the sales entry is made, the ordered products may be returned or canceled. This results in backlog of returned or canceled ordered products in the warehouse.

[0042] Step S6: If the delayed inventory of the ordered items exceeds a predetermined delay period, such as 90 days, a delayed inventory notification is sent to the person in charge. This prevents the inconvenience of long-term delayed inventory by shipping the delayed items next time.

[0043] The operation of each step will be explained in detail below.

[0044] (Step S1) In step S1, an order is received from a business partner, and a person in charge inputs an order for the product to be procured on an as-needed basis via an order input screen (not shown). As a result, the data generation unit 21 generates the order data shown in Fig. 5 based on the input contents on the order input screen, and stores it in the order data storage unit 13. This order data is made up of order header data shown in Fig. 5(a), order specification data shown in Fig. 5(b), and order detail data shown in Fig. 5(c).

[0045] The order header data shown in FIG. 5(a) includes an order number automatically assigned by the data generating unit 21, an order date, a customer, and a person in charge code.

[0046] The order detail data shown in Figure 5(b) includes the order number, detail line number, warehouse code, product code, order quantity (quantity), sales price, sales amount, cost price, cost amount, and gross profit amount (sales amount - cost amount).

[0047] The detailed order data shown in Figure 5(c) is composed of an order number, a detail line number, a breakdown line number, an order quantity (quantity), and a transaction detail number. The data generation unit 21 combines the order number and the detail line number to generate a transaction detail number for the ordered item. In this example, the order number is "J001" and the detail line number is "1" or "2." Therefore, the data generation unit 21 generates transaction detail numbers of "J001-001" and "J001-002."

[0048] In step S1, the data generation unit 21 generates order data shown in Fig. 6 for the ordered items and stores it in the order data storage unit 14. This order data is made up of order header data shown in Fig. 6(a), order specification data shown in Fig. 6(b), and order detail data shown in Fig. 6(c).

[0049] The order header data shown in FIG. 6(a) includes an order number (H001, H002) automatically assigned by the data generating unit 21, an order date, a supplier, an order number of the order data, and a person in charge code.

[0050] The order detail data shown in Figure 6(b) includes an order number, a detail line number, a warehouse code, a product code, an order quantity (quantity), a cost unit price (unit price), a cost amount (amount), an order number, and an order detail line number.

[0051] The detailed order data shown in Figure 6(c) is composed of an order number, a line number, a breakdown line number, an order quantity (quantity), and a transaction detail number. The same transaction detail number as the order data is assigned. In this example, the transaction detail number "J001-001" or "J001-002" is assigned to each detailed order data.

[0052] (Step S2) Next, in step S2, the person in charge inputs an order for the bulk order items via an order input screen (not shown). As a result, the data generation unit 21 generates order data for the bulk order items shown in Figure 7 based on the input content on the order input screen, and stores it in the order data storage unit 14. This order data is made up of order header data shown in Figure 7(a), order specification data shown in Figure 7(b), and order detail data shown in Figure 7(c).

[0053] The order header data shown in FIG. 7(a) includes an order number (H003) automatically assigned by the data generating unit 21, an order date, a supplier, and a person in charge code.

[0054] The order detail data shown in Figure 7(b) includes the order number, detail line number, warehouse code, product code, order quantity (quantity), cost unit price (unit price), cost amount (amount), order number (J001), and order detail line number.

[0055] 7(c) includes an order number, a line number, a breakdown line number, an order quantity (quantity), and a transaction detail number. The data generation unit 21 adds a fixed transaction detail number, such as "999," to the order data for this bulk order item.

[0056] (Step S3) Next, when the ordered items are received, the person in charge inputs the received items via a purchase input screen (not shown). The data generation unit 21 generates the purchase data shown in Figure 8 based on the input contents on this purchase input screen and stores it in the purchase data storage unit 15.

[0057] This purchase data is made up of purchase header data shown in FIG. 8(a), purchase specification data shown in FIG. 8(b), and purchase detail data shown in FIG. 8(c).

[0058] The purchase header data shown in FIG. 8(a) includes a purchase number, a purchase date, a supplier, an order number, and a person in charge code.

[0059] The purchase detail data shown in Figure 8(b) includes a purchase number, a detail line number, a warehouse code, a product code, a purchase quantity (quantity), a cost unit price (unit price), a cost amount (amount), an order number, and an order detail line number.

[0060] The detailed purchase data shown in Figure 8(c) includes a purchase number, a detail line number, a breakdown line number, a purchase quantity (quantity), and a transaction detail number. For items ordered individually, the transaction detail number "J001-001" or "J001-002" is added to each purchase data. For items ordered in bulk, the transaction detail number "999 (fixed value)" is added to each purchase data.

[0061] In addition, the inventory data generation unit 22 of the data generation unit 21 generates inventory data shown in Figure 9 along with such purchase data and stores it in the inventory data storage unit 16. This inventory data includes a product code, warehouse code, transaction detail number, quantity, inventory unit price, and inventory amount. For inventory data of items ordered individually, a transaction detail number of "J001-001" or "J001-002" is used. For inventory data of items ordered in bulk, a transaction detail number of "999 (fixed value)" is used.

[0062] (Step S4) Once inventory data is generated in this manner, inventory inquiries become possible. The person in charge selects the checkboxes for the ordered items and / or bulk ordered items for which inventory inquiries are desired via the inventory inquiry screen shown in FIG. 14, and specifies inventory inquiry. This causes the discrimination unit to distinguish between ordered items and bulk ordered items based on the difference in the information format of the transaction detail number. The output control unit 24 displays a list of inventory data for ordered items and / or bulk ordered items, which are the discrimination results, in the list display area of ​​the inventory inquiry screen shown in FIG. 14.

[0063] That is, inventory data for items ordered individually is assigned a transaction detail number in the information format of "J001-001" or "J001-002." In contrast, inventory data for items ordered in bulk is assigned a transaction detail number in the information format of "999 (fixed value)." The discrimination unit distinguishes between inventory data for items ordered individually and inventory data for items ordered in bulk, which are stored in inventory data storage unit 16, based on this difference in the information format of the transaction detail number.

[0064] Then, when the person in charge has specified an inquiry about items ordered one-time, the output control unit 24 displays a list of inventory data for the items ordered one-time on the inventory inquiry screen based on the determination result of the determination unit 23. Furthermore, when the person in charge has specified an inquiry about items ordered in bulk, the output control unit 24 displays a list of inventory data for the items ordered in bulk on the inventory inquiry screen based on the determination result of the determination unit 23.

[0065] Furthermore, when an inquiry about items ordered on an individual basis and items ordered in bulk is specified by the person in charge, the output control unit 24 displays a list of inventory data for items ordered on an individual basis and inventory data for items ordered in bulk on the inventory inquiry screen based on the determination result of the determination unit 23. The example in Fig. 14 is an example in which inventory data for items ordered on an individual basis and inventory data for items ordered in bulk are displayed in a list.

[0066] (Step S5) Next, when the ordered items are shipped, the person in charge inputs the sales amount of the shipped ordered items via a sales input screen (not shown). As a result, the data generation unit 21 generates the sales data shown in FIG. 10 based on the input contents on the sales input screen and stores it in the sales data storage unit 17.

[0067] This sales data is made up of sales header data shown in FIG. 10(a), sales statement data shown in FIG. 10(b), and sales detail data shown in FIG. 10(c).

[0068] The sales header data shown in FIG. 10(a) includes a sales number, a sales date, a customer, an order number, and a person in charge code.

[0069] The sales detail data shown in Figure 10(b) includes the order number, detail line number, warehouse code, product code, quantity, sales price, sales amount, cost price, cost amount, gross profit amount, order number, and order detail line number.

[0070] The sales detail data shown in Figure 10(c) includes the sales number, detail line number, breakdown line number, quantity, and transaction detail number. The transaction detail numbers are "J001-001" and "J001-002" that are assigned to the items ordered each time they are shipped in this example.

[0071] Furthermore, when the ordered items with transaction statement numbers "J001-001" and "J001-002" are shipped, the inventory data generation unit 22 deletes the inventory data of the ordered items whose shipment has been completed from the inventory data storage unit 16, as shown in Figure 11. As a result, the only inventory data stored in the inventory data storage unit 16 is the inventory data with the transaction statement number "999 (fixed value)."

[0072] 12(a) and 12(b) show sales data for shipped ordered products, but suppose that the ordered product with transaction detail number "J001-002" is canceled or returned, as shown in Figures 12(b) and 12(c). In this case, the person in charge enters the inventory of the ordered product with transaction detail number "J001-002" that was canceled or returned via an inventory input screen (not shown).

[0073] As a result, the inventory data generation unit 22 generates inventory data for the ordered items with the transaction detail number "J001-002", which are the canceled or returned items, as shown in Figure 13, and stores it again in the inventory data storage unit 16.

[0074] (Step S6) Due to such cancellations or returns, there is a risk that the ordered items will become backlogged inventory. For this reason, the person in charge can check whether there is backlogged inventory via the inventory inquiry screen shown in Figure 15 at any time or at regular intervals.

[0075] Specifically, the person in charge selects bulk order items or (and) order-on-demand items as the items for which they will check for slow inventory, and also selects the desired retention period. In this example, it is assumed that order-on-demand items have been selected as the items for which they will check for slow inventory.

[0076] The retention period selection field on the inventory inquiry screen displays the retention periods set in the control master table 11 shown in Fig. 2 in a pull-down menu. In this example, the retention period set in the control master table 11 is only "90 days," but if retention periods of "100 days" and "150 days" in addition to "90 days" are set in the control master table 11, the output control unit 24 will display the retention periods of "90 days," "100 days," and "150 days" in a pull-down menu in the retention period selection field on the inventory inquiry screen.

[0077] When the desired retention period is selected by the person in charge, the output control unit 24 displays the words "90 days" in the retention period selection field on the inventory inquiry screen, as shown in FIG.

[0078] Once the desired retention period is selected in this manner, the detection unit 25 refers to the purchase data shown in Figure 8 and the inventory data shown in Figure 13, and detects inventory data for items ordered on a case-by-case basis for which the period from the purchase date to the reference date is 90 days or more.

[0079] The reference date is the current date displayed based on the calendar function of the system of the business support device 1. In this example, the reference date is automatically displayed as the current date, but a desired reference date may be specified and input. In this case, it is possible to detect inventory data whose period from the purchase date to the desired reference date is equal to or longer than the retention period.

[0080] The output control unit 24 displays the detected inventory data of the ordered items in a list on the inventory inquiry screen as shown in Fig. 15. This makes it possible to display, for example, as shown in Fig. 15, the backlog of ordered items for which 90 days have passed since the purchase date on the inventory inquiry screen.

[0081] Next, when slow-moving stock is detected, the notification control unit 26 detects the email address of the person in charge by referring to the person in charge master table 12 shown in Fig. 3. Then, the notification control unit 26 creates an email to notify the person in charge of the occurrence of slow-moving stock, addressed to the detected email address, as shown in Fig. 16.

[0082] Specifically, the notification control unit 26 creates an e-mail containing a subject line such as "Notification of Backlogged Stock," a product code such as "SHO002" of the backlogged ordered item, a transaction detail number such as "J001-002," and a notification message about the backlogged stock such as "There is backlogged stock. Please check." The product code and transaction detail number are extracted from the inventory data. The notification message may use a fixed phrase stored in the storage unit 2 as text data or the like.

[0083] The notification control unit 26 controls the communication interface unit 4 to attach the inventory data of the ordered items detected as slow inventory as an attachment to such an email and send it. As a result, an email is sent to the person in charge's terminal device 51 via the network 50 and a predetermined provider, and the person in charge can be notified of the occurrence of slow inventory.

[0084] In this example, the notification control unit 26 notifies the user of the slow-moving inventory by email, but the notification control unit 26 may also notify the user of the slow-moving inventory by voice message or electronic sound via the output device 7, which is a speaker device. Alternatively, the notification control unit 26 may also notify the user of the slow-moving inventory by printed matter via the output device 7, which is a printer. Furthermore, the notification control unit 26 may also display a notification of the occurrence of slow-moving inventory via the output device 7, which is a display device.

[0085] In this way, the person in charge who has received notification of the occurrence of slow inventory will input the order data as shown in Figures 17(a) to 17(c) the next time they receive an order for the same product as the slow-moving order item, and by prioritizing the shipping of the slow-moving order item, the inconvenience of long-term slow-moving inventory can be prevented. After shipping the slow-moving order item, the person in charge will input sales data as shown in Figures 18(a) to 18(c).

[0086] (Effects of the embodiment) As is clear from the above explanation, the business support device 1 of the embodiment enables correct inventory management and gross profit management by managing items ordered on an individual basis at individual cost and items ordered in bulk at total cost.

[0087] In addition, based on the transaction detail number, it is possible to track the order date and order placement date of each ordered item, so that alerts can be sent to the person in charge about backlogged inventory, preventing the occurrence of backlogged inventory.

[0088] [Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This invention can contribute to improving business efficiency and promoting appropriate management decisions by companies, thereby contributing to the achievement of goals "8" and "9" of the SDGs.

[0089] Furthermore, this invention can contribute to reducing waste and promoting paperless and electronic systems, thereby contributing to the achievement of SDGs goals 12, 13, and 15.

[0090] Furthermore, the present invention can contribute to strengthening control and governance, thereby contributing to the achievement of Goal 16 of the SDGs.

[0091] [Other embodiments] The present invention can be implemented in various different forms other than the above-described embodiments within the scope of the technical concept described in the claims.

[0092] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically may be performed manually, or all or part of the processes described as being performed manually may be performed automatically using a known method or the like.

[0093] Furthermore, 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 the specification or drawings may be changed as desired unless otherwise specified.

[0094] Furthermore, the components of the business support device 1 shown in the figure are conceptual functional components and do not necessarily have to have the physical configuration shown in the figure. For example, all or any part of the processing functions of the business support device 1, particularly the processing functions performed by the control unit 3, may be realized by a program interpreted and executed by the control unit 3 (CPU: Central Processing Unit), or may be realized by hardware using wired logic.

[0095] The program is recorded on a non-transitory computer-readable recording medium containing programmed instructions for causing the information processing device to execute the processes described in the embodiments, and is mechanically read by the business support device 1 as needed. That is, a computer program is recorded in the storage unit 2, such as a ROM or HDD, for working with an OS (Operating System) to give instructions to a control unit 3 (CPU) and perform various processes. The computer program is loaded into RAM, expanded, and executed by the control unit 3 as appropriate.

[0096] In addition, the business support program of this business support device 1 may be stored in another server device connected to the business support device 1 via any network, and all or part of it may be downloaded and executed as needed.

[0097] Furthermore, the business support program for executing the processes described in the embodiments may be stored in a non-transitory computer-readable recording medium, or may be configured as a program product.

[0098] Here, the "recording medium" can be any "portable physical medium" such as a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), 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 Disk), and a Blu-ray (registered trademark) Disc.

[0099] Furthermore, a "program" is a data processing method written in any language or description method, regardless of the format, such as source code or binary code.

[0100] It should be noted that a "program" is not necessarily limited to a single structure, but includes a structure that is distributed as multiple modules or libraries, and a structure that achieves its function by working together with other programs, such as an OS.

[0101] Furthermore, the specific configuration for reading the recording medium in the task support device 1 of the embodiment, the reading procedure, and the installation procedure after reading can be any known configuration or procedure.

[0102] The memory unit 2 is a storage means such as a memory device such as RAM or ROM, a fixed disk device such as a hard disk, a flexible disk, or an optical disk, and stores various programs, tables, databases, web page files, etc. used for various processes or to provide websites.

[0103] The business support device 1 may be configured as an information processing device such as a known personal computer or a workstation, or may be configured as an information processing device connected to any peripheral device. The information processing device may be implemented with software (including programs or data) that realizes the processes described in the embodiments.

[0104] Furthermore, the specific forms of distribution and integration of the devices are not limited to those shown in the drawings, and all or part of them can be functionally or physically distributed or integrated in any unit depending on various additions or functional loads. In other words, the above-mentioned embodiments can be selectively implemented by combining them in any way. [Industrial Applicability]

[0105] The present invention is suitable for application to inventory management in industries such as electrical materials, where products are procured as needed from suppliers in the required quantities. [Explanation of symbols]

[0106] 1 Business support equipment 2 Storage section 3. Control Unit 4. Communication interface section 5 Input / output interface section 6 Input Devices 7 Output Devices 11 Control Master Table 12 Personnel Master Table 13 Order data storage unit 14 Order data storage unit 15 Purchase data storage section 16 Inventory data storage section 17 Sales data storage section 21 Data Generation Unit 22 Inventory data generation unit 23 Discrimination part 24 Output control section 25 Detector 26 Notification control unit 50 Network 51 Personnel terminal device

Claims

1. an inventory data generation unit that generates inventory data including identification information for ordered items in an information format for ordered items and a purchase date, which is unique identification information attached to ordered items, which are products purchased in the required quantity from a supplier as needed, and inventory data including identification information for ordered items in an information format for ordered items and a purchase date, which is unique identification information attached to ordered items in an other purchase format, which are products purchased in a different purchase format from the ordered items; a discrimination unit that discriminates the inventory data of the ordered items and the inventory data of the ordered items in other purchasing modes based on the difference in the information format; an output control unit that outputs the inventory data of at least the ordered items determined by the determination unit to an output target device; A business support device having the above.

2. a detection unit that detects, from the inventory data of the order-made items determined by the determination unit, inventory data of the order-made items whose period from the purchase date to a predetermined reference date is equal to or longer than a designated retention period; the output control unit outputs the detected inventory data to the output target device; 2. The business support device according to claim 1, wherein:

3. a notification control unit that performs predetermined notification control when the detection unit detects that the inventory data of the ordered item for which the period from the purchase date to a predetermined reference date is equal to or longer than a designated retention period; 3. The business support device according to claim 2, wherein:

4. the notification control unit creates an email indicating that there is inventory data of the orderable item that is longer than the designated retention period, and controls the communication unit to send the email to a predetermined email address stored in the storage unit; 4. The business support device according to claim 3, wherein:

5. The identification information for the ordered item is a transaction statement number created by combining a slip number and a line number, The identification information of the product purchased in another form is a transaction detail number with a predetermined fixed value; 5. The business support device according to claim 1, wherein:

6. an inventory data generation step in which the inventory data generation unit generates inventory data including identification information for ordered items in an information format for ordered items and a purchase date, which is unique identification information to be attached to ordered items, which are products purchased in the required quantity from a supplier as needed, and inventory data including identification information for ordered items in an information format for ordered items and a purchase date, which is unique identification information to be attached to ordered items in a different purchase format from the ordered items, which is products purchased in a different purchase format from the ordered items; a discrimination step in which a discrimination unit discriminates the inventory data of the ordered items and the inventory data of the ordered items in other purchasing modes based on the difference in the information format; an output control step in which an output control unit outputs the inventory data of at least the order-on-demand item determined in the determining step to an output target device; A business support method having the above.

7. Computer, an inventory data generation unit that generates inventory data including identification information for ordered items in an information format for ordered items and a purchase date, which is unique identification information attached to ordered items, which are products purchased in the required quantity from a supplier as needed, and inventory data including identification information for ordered items in an information format for ordered items and a purchase date, which is unique identification information attached to ordered items in an other purchase format, which are products purchased in a different purchase format from the ordered items; a discrimination unit that discriminates the inventory data of the ordered items and the inventory data of the ordered items in other purchasing modes based on the difference in the information format; an output control unit that outputs the inventory data of at least the ordered items determined by the determination unit to an output target device; A business support program that functions as a

Citation Information

Patent Citations

  • Inventory management and ordering system and program

    JP2024030145A