# US 2019/0172004 A1 · System and method for iterative improvements to pre-count inventory rules > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2019/0172004 A1 - Document ID: US20190172004A1 - Status: Published application - Kind: A1 - Application number: 16/212,091 - Filed: 2018-12-06 - Published: 2019-06-06 - Earliest claimed: 2017-12-06 - Assignees: Walmart Apollo, LLC - Applicants: Walmart Apollo, LLC - Inventors: Robert Taylor; Justin Smith; Smita Sharda; Jyoti Malik; Megan Humphreys; Joshua Ridgeway - Web page: https://patentgrep.com/patent/US20190172004A1 ## CPC - G06Q 10/087: Inventory or stock management, e.g. order filling, procurement or balancing against orders - G06Q 10/0635: Risk analysis of enterprise or organisation activities - G06Q 10/08772: {Inventory counting methods} - G06Q 10/1097: {using calendar-based scheduling for task assignment} - G06Q 10/08774: {using consumer inventory reporting} - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract Systems, methods, and computer-readable storage media for providing adequate instructions to conduct an inventory of a store, and specifically a pre-inventory of difficult to count items. As store are selected for performing an inventory, instructions to perform pre-counts of specific items are sent. As the pre-count begins, videos, text, or other materials needed to perform a complete pre-count are distributed to the store associate performing the pre-count task. If the pre-count is outside pre-defined thresholds, an additional task to re-count the item may be assigned. Based on these actions, the set of rules used to identify when the re-count should occur can be modified. ## Claims ### Claim 1 A method comprising: receiving, at a server, a schedule for performing inventory at each store in a plurality of stores; receiving, at the server, a store type for each store in the plurality of stores; receiving, at the server and from each store system in the plurality of stores, product data for each product sold in a respective store, the product data comprising, for the each product: a product type; at least one product location; and at least one fixture type for the at least one product location; identifying, via a processor on the server and based on the schedule, an upcoming inventory for a specific store in the plurality of stores, the upcoming inventory scheduled for a date; identifying, via the processor on the server and based on pre-inventory rules compared to the store type, the product type, the at least one product location, and the at least one fixture type of each product within the specific store, products inventoried within the specific store which require a pre-inventory count, to yield required pre-count tasks; transmitting, from the server and to the specific store system prior to the date of the upcoming inventory: the required pre-count tasks, to yield task assignments; and store specific instructions for each of the task assignments, the store specific instructions based on the product type, the at least one product location, and the at least one fixture type; and receiving, from the specific store system and in response to transmission of the task assignments and the store specific instructions, pre-count inventory amounts for the products inventoried within the specific store which require the pre-inventory count. ### Claim 2 (depends on 1) The method of claim 1, further comprising: comparing the pre-count inventory amounts to a predicted inventory amount for each respective product in the products inventoried within the specific store which require a pre-inventory count, to yield a prediction comparison; initiating, based on the prediction comparison, an audit of a specific product in the products inventoried within the specific store which require a pre-inventory count. ### Claim 3 (depends on 2) The method of claim 2, wherein the audit of the specific product is initiated due to a statistical difference between the predicted inventory amount and the pre-count inventory amount received for the specific product. ### Claim 4 (depends on 1) The method of claim 1, wherein the at least one fixture type comprises one of a stackbase, an endcap, a sidecounter; and wherein the at least one product location comprises one of an aisle number, a department area, and a room type. ### Claim 5 (depends on 1) The method of claim 1, wherein the store specific instructions comprise multi-modal instructions, wherein the multi-modal instructions comprise at least two of: images, text, and video. ### Claim 6 (depends on 1) The method of claim 1, wherein the type of store is one of a plurality of types of stores, each type of store having defined predefined departments associated with product locations. ### Claim 7 (depends on 1) The method of claim 1, further comprising: estimating, via the processor on the server, prior to the transmitting of the required pre-count tasks and the store specific instructions and based on the required pre-count tasks, a risk of pre-count inventory error; and in real-time as the pre-count inventory amounts are received, updating, via the processor on the server, the risk of pre-count inventory error based on the pre-count inventory amounts. ### Claim 8 (depends on 1) The method of claim 1, further comprising: modifying the pre-inventory rules, via the processor on the server and based on the pre-count inventory amounts, such that future pre-count tasks and store specific instructions are generated in a distinct manner. ### Claim 9 A system comprising: a processor; and a computer-readable storage device having instructions stored which, when executed by the processor, cause the processor to perform operations comprising: receiving a schedule for performing inventory at each store in a plurality of stores; receiving a store type for each store in the plurality of stores; receiving, from each store in the plurality of stores, product data for each product sold in a respective store, the product data comprising, for the each product: a product type; at least one product location; and at least one fixture type for the at least one product location; identifying, based on the schedule, an upcoming inventory for a specific store in the plurality of stores, the upcoming inventory scheduled for a date; identifying, based on pre-inventory rules compared to the store type, the product type, the at least one product location, and the at least one fixture type of each product within the specific store, products inventoried within the specific store which require a pre-inventory count, to yield required pre-count tasks; transmitting, to a manager device associated with the specific store prior to the date of the upcoming inventory: the required pre-count tasks, to yield task assignments; and store specific instructions for each of the task assignments, the store specific instructions based on the product type, the at least one product location, and the at least one fixture type, where the task assignments and the store specific instructions are transmitted from the manager device to an associate device upon a manager associated with the manager device assigning the task assignments; and receiving, from the associate device and in response to the task assignments and the store specific instructions, pre-count inventory amounts for the products inventoried within the specific store which require the pre-inventory count. ### Claim 10 (depends on 9) The system of claim 9, the computer-readable storage device having additional instructions stored which, when executed by the processor, cause the processor comprising: comparing the pre-count inventory amounts to a predicted inventory amount for each respective product in the products inventoried within the specific store which require a pre-inventory count, to yield a prediction comparison; initiating, based on the prediction comparison, an audit of a specific product in the products inventoried within the specific store which require a pre-inventory count. ### Claim 11 (depends on 10) The system of claim 10, wherein the audit of the specific product is initiated due to a statistical difference between the predicted inventory amount and the pre-count inventory amount received for the specific product. ### Claim 12 (depends on 9) The system of claim 9, wherein the at least one fixture type comprises one of a stackbase, an endcap, a sidecounter; and wherein the at least one product location comprises one of an aisle number, a department area, and a room type. ### Claim 13 (depends on 9) The system of claim 9, wherein the store specific instructions comprise multi-modal instructions, wherein the multi-modal instructions comprise at least two of: images, text, and video. ### Claim 14 (depends on 9) The system of claim 9, wherein the type of store is one of a plurality of types of stores, each type of store having defined predefined departments associated with product locations. ### Claim 15 (depends on 9) The system of claim 9, the computer-readable storage device having additional instructions stored which, when executed by the processor, cause the processor to perform operations comprising: estimating prior to the transmitting of the required pre-count tasks and the store specific instructions and based on the required pre-count tasks, a risk of pre-count inventory error; and in real-time as the pre-count inventory amounts are received, updating the risk of pre-count inventory error based on the pre-count inventory amounts. ### Claim 16 (depends on 9) The system of claim 9, the computer-readable storage device having additional instructions stored which, when executed by the processor, cause the processor comprising: modifying the pre-inventory rules, based on the pre-count inventory amounts, such that future pre-count tasks and store specific instructions are generated in a distinct manner. ### Claim 17 A computer-readable storage device having instructions stored which, when executed by a computing device, cause the computing device to perform operations comprising: receiving a schedule for performing inventory at each store in a plurality of stores; receiving a store type for each store in the plurality of stores; receiving, from each store in the plurality of stores, product data for each product sold in a respective store, the product data comprising, for the each product: a product type; at least one product location; and at least one fixture type for the at least one product location; identifying, based on the schedule, an upcoming inventory for a specific store in the plurality of stores, the upcoming inventory scheduled for a date; identifying, based on pre-inventory rules compared to the store type, the product type, the at least one product location, and the at least one fixture type of each product within the specific store, products inventoried within the specific store which require a pre-inventory count, to yield required pre-count tasks; transmitting, to the specific store prior to the date of the upcoming inventory: the required pre-count tasks, to yield task assignments; and store specific instructions for each of the task assignments, the store specific instructions based on the product type, the at least one product location, and the at least one fixture type; and receiving, from the specific store and in response to transmission of the task assignments and the store specific instructions, pre-count inventory amounts for the products inventoried within the specific store which require the pre-inventory count. ### Claim 18 (depends on 17) The computer-readable storage device of claim 17, the computer-readable storage device having additional instructions stored which, when executed by the computing device, cause the computing device to perform operations comprising: comparing the pre-count inventory amounts to a predicted inventory amount for each respective product in the products inventoried within the specific store which require a pre-inventory count, to yield a prediction comparison; initiating, based on the prediction comparison, an audit of a specific product in the products inventoried within the specific store which require a pre-inventory count. ### Claim 19 (depends on 18) The computer-readable storage device of claim 18, wherein the audit of the specific product is initiated due to a statistical difference between the predicted inventory amount and the pre-count inventory amount received for the specific product. ### Claim 20 (depends on 17) The computer-readable storage device of claim 17, wherein the at least one fixture type comprises one of a stackbase, an endcap, a sidecounter; and wherein the at least one product location comprises one of an aisle number, a department area, and a room type.