5 Item and Store Maintenance

The Item and Store Maintenance workbook allows you to map history and validate the results of mapping the history of a single item to a new item. This action provides a regular unit sales curve and quantity for reference when seeding and planning regular sales units.

The Item and Store Maintenance workbook contains two tabs:

• Map Items Tab

• Validate Mapping Tab

Building the Item and Store Maintenance Workbook

To build a Item and Store Maintenance workbook, perform the following steps:

1. Click the New icon in the toolbar.

2. The New Workbook dialog box appears. On the Item Planning Administration tab, select Item and Store Maintenance and click OK.

   Figure 5-1 New Workbook Dialog Box

   
   

3. The Item and Store Maintenance wizard appears at the Available Products step. Select the products you want to map and click Next.

   Figure 5-2 Item and Store Maintenance Wizard: Select Products

   
   

4. The Available Locations step appears. Select the locations you want to map and click Finish. The workbook is built.

   Figure 5-3 Item and Store Maintenance Workbook Wizard: Select Channel

   
   

Map Items Tab

The Map Items tab contains three worksheets:

• Map Items Worksheet

• Review and Define Item Attributes Worksheet

• Review and Define Store Attributes Worksheet

Map Items Worksheet

Use this worksheet to map an item to a like item. This item uses the history of the like item. This is useful for new items that do not have sales history and are expected to have similar sales as the like item. After you have mapped the items, specify the start and end weeks for the mapped history. This selected date range is used for seeding the new item's history.

In order to map an item to a like item, you must build the workbook so that it contains both items.

Figure 5-4 Map Items Worksheet

To map items, perform the following steps:

1. Ensure that all[Location] is visible in the calendar hierarchy. Like item mapping applies to all channels; therefore, it can only be selected at the all location level.

2. In the Like Item measure, select the item whose history you want to use for the new item.

3. In the Wp Start Week measure, select the starting date for the mapped history.

4. In the Item Mapping End Week measure, select the ending date for the mapped history. Only the data within the date range that you have created is mapped to the new item.

5. When finished mapping items, select Map Like Items in the Planning Actions menu.

   Figure 5-5 Map Like Item Command

   
   

Table 5-1 describes the measures in this worksheet.

Table 5-1 Map Items Worksheet Measures

Measure	Description
Like Item	Use this measure to select an item to use as the source to generate historical values for another item.
Wp Start Week	The working plan starting week. This is the first week of the like item history that should be assigned to the item.
Item Mapping End Week	The last week of mapping. This is the last week of the like item history that should be assigned to the item.

Review and Define Item Attributes Worksheet

Use this worksheet to view the item attributes that were created in the Assortment Planning application. If you do not use Assortment Planning, use this worksheet to enter item attributes and create placeholders for new items.

Figure 5-6 Review and Define Item Attributes Worksheet

Table 5-2 describes the measures in this worksheet.

Table 5-2 Review and Define Item Attributes Measures

Measure	Description
Color	Display attributes of the item. This is read-only.
Fabric	Describes the fabric of the item. This is a user-defined string.
Subclass	Display attributes of the item. This is read-only.
Class	Display attributes of the item. This is read-only.
Vendor	Defines the vendor. This is a user-defined string.
Seasonality	Defines the seasonality of the item. The available options are loaded through the batch process.
Price Tier	Defines the price tier of the item. The available options are loaded through the batch process.
Size Range	Defines the kind of size range used for the item. The available options are loaded through the batch process.

Review and Define Store Attributes Worksheet

Use this worksheet to view the performance groups and size groups that were assigned to the store in the Assortment Planning application.

In Assortment Planning, the assortment planner creates a performance group and a size group for each class and buying period. This is why the calendar and product hierarchies are shown in this worksheet instead of just location. Because buying periods are not taken into account for performance groups in Item Planning, item planners typically use the performance group information for all weeks in the buying period. However, because performance groups are created at the class level in Assortment Planning, you can view the stores across classes. This is useful because a store can belong to different clusters for different classes.

Figure 5-7 Review and Define Store Attributes Worksheet

Table 5-3 describes the measures in this worksheet.

Table 5-3 Review and Define Store Attributes Measures

Measure	Description
Ap Cp Performance Group	The performance group that the store was assigned to, in Assortment Planning. Assortment planners assign a performance level or grade to a store to denote how well that store sells a particular class of products. The form of measure used to denote performance is determined by the assortment planner. Typical performance group formats: A, B, C; 1, 2, 3, and others.
Ap Cp Size Group	The size group that the store was assigned to in Assortment Planning. Size groups are based on the floor space of the store. The form of measure used to denote the store size is determined by the assortment planner. Typical size group formats: Small, Medium, Large; S, M, L; 1, 2, 3, and others.
Ap Cp Item Assigned to Store	Denotes whether the product (class, subclass, style/color) is assigned to the store.

Validate Mapping Tab

The Validate Mapping tab contains a single worksheet called Review Mapped Sales.

Use this worksheet to review the items and item histories of the items that you mapped in the Map Items Worksheet.

Figure 5-8 Review Mapped Sales

Table 5-4 describes the measures in this worksheet.

Table 5-4 Review Mapped Sales Worksheet Measures

Measure	Description
Mapped Sls Reg U	Mapped history for regular sales units.
Wp Sls Reg U	Working plan for regular sales units.

Next Steps

After you have mapped items and maintained store attributes, continue to the Set Initial COE Parameters workbook.