Siebel Consumer Sector Guide > Assortment Plans > End-User Procedures >

Adding Product Details to Assortment Plans

After adding categories and, optionally, adding targets, the next step in creating an assortment plan is to add detail information to the products in each category. You can make the following product detail changes:

To add product units to an assortment plan

  1. Navigate to the Assortments screen and select the assortment plan to which you want to add products.
  2. Click the Categories view tab, or drill down on the assortment plan's name hyperlink.

    3. The Assortment Plan Categories view appears.

  3. In the Categories list, select a category or subcategory.

    4. NOTE:  When a category hierarchy is present, the Category Name will be hyperlinked in the Categories view. To navigate down the hierarchy, drill down on the Category Name in the Categories view. To navigate up the hierarchy, select "Go Up..." from the Categories list menu, or click the "Go Up..." button in the Category Targets view.

  4. Click the Plan Details view tab.

    5. The Plan Details list appears, with the Assortment Plan Category form above it.

  5. From the Plan Details view drop-down, select Plan Units.
  6. Complete the Plan Quantity field of each product you wish to include in the assortment plan.

    7. NOTE:  The number you enter in the Plan Quantity field represents the quantity of one product that a customer plans to order during the season for which the assortment plan is being created.

  7. If you want to delete all product records with a Plan Unit of 0 from the product list, complete the following steps:
    1. From the Plan Details list drop-down, select Reprice.
    2. Click the Trim button.
    3. From the Plan Details list drop-down, select Plan Unit to restore the original view.
  8. Click in the Spread column of every product for which you wish to spread quantities across delivery periods, so that a check mark appears in the field.
  9. Edit the Delivery Spread field of each product as necessary.
  10. Click Spread Quantity.

    11. Each delivery period in the season for which you are planning is displayed as a column in the Products list. The Plan Units values you entered for each product are calculated based on the selected delivery flow model, and the results are displayed in the delivery period columns.

    New columns appear for each delivery period in the season. Delivery quantities are displayed for each product record in which you entered a Plan Quantity amount.

  11. Repeat Step 2 through Step 10 for each category whose products you are including in the assortment plan.

To change a delivery period quantity for a product

To change product prices

  1. Navigate to the Assortments screen and select the assortment plan for which you want to change prices.
  2. Click the More Info view tab.
  3. In the More Info form, select a new price list.
  4. Click in the Categories view tab, and select a category or subcategory whose products you want to reprice.

    5. NOTE:  When a category hierarchy is present, the Category Name will be hyperlinked in the Categories view. To navigate down the hierarchy, drill down on the Category Name in the Categories view. To navigate up the hierarchy, select "Go Up..." from the Categories list menu, or click the "Go Up..." button in the Category Targets view.

  5. Click the Plan Details view tab.

    6. The Plan Details list appears, with the Assortment Plan Category form above it.

  6. From the Plan Details list drop-down, select Reprice.
  7. Complete one of the following steps:

To find out whether products are being ordered through a buying group

To modify additional assortment plan details

Table 48. Selected Fields in the Assortment Plan Detail View
Field
Comments
Target Units
Target unit volume for a particular product.
Caution. If you enter target quantities in the Assortment Plan Detail view, this will trigger a rollup of target units to the category level. Category targets entered previously will be overwritten.
Target Amount
Target amount volume for a particular product.
Caution. If you enter target amounts in the Assortment Plan Detail view, this will trigger a rollup of target amounts to the category level. Category targets entered previously will be overwritten.
Historical Units
The historical unit volume from an earlier period. This field can be edited in the Product list. Aggregate totals are displayed in this field in the Assortment Plan Category form.
Historical Amounts
The historical dollar amount generated from an earlier period. This field can be edited in the Product list. Aggregate totals are displayed in this field in the Assortment Plan Category form.
Unit Variance
Appears in the Assortment Plan Category form. The value is automatically calculated to show the difference between the values in the Actual Units and Target Units fields.
Amount Variance
Appears in the Assortment Plan Category form. The value is automatically calculated to show the difference between the values in the Actual Amount and Target Amount fields.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003