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Manage assortment, seasonal collections and category-to-item plans

Procedure​

  1. Create or verify product categories, collections/seasons, brands and store formats under the assortment-management catalogs in CRM and marketing.
  2. Assign the intended item/category/collection and store/store-format relationships; verify a small sample before bulk edits.
  3. Create an assortment-quota document with effective date, store format and collection. Fill category/brand rows and inspect the summed quota rather than counting physical units.
  4. In the assortment-change document, choose assortment adjustment or collection management and define allowed purchasing/sales periods and lifecycle stage.
  5. Create Sales forecasts by categories, select period and scenario, and enter quantities or verified sales velocity.
  6. Define category-to-item distribution standards, ratings and seasonal coefficients; generate the item forecast and reconcile category totals to item quantities.
  7. Verify lifecycle restrictions and inclusion/exclusion of old/new collections in the planning and document UI. Keep historical-statistics transfer separate from copying physical stock.

See also: Configure a planning scenario, plan type and planning period, Create and fill a sales forecast by item.