Contents

Title and Copyright Information

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Preface

• Audience
• Related Documents
• Customer Support
• Review Patch Documentation
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Technology Network
• Conventions

1 Introduction

• Item Planning Process
• Item Planning Benefits
• Item Planning Features
• Preseason Planning
  • Plan Versions
• In-Season Management

2 Week Mapping

• Building the Week Mapping Workbook
• Week Mapping Tab
  • Set LY Mappings Worksheet
• Next Steps

3 Reference Curves

• Building the Reference Curves Workbook
• Maintain Curve Profiles Worksheet
• Next Steps

4 Markdown Parameters

• Building the Markdown Parameters Workbook
• Promotions Definition Tab
  • Promotions Definition Worksheet
  • Promotions Weeks Worksheet
• Markdown Cadence Tab
  • Markdown Cadence Worksheet
• Next Steps

5 Item and Store Maintenance

• Building the Item and Store Maintenance Workbook
• Map Items Tab
  • Map Items Worksheet
  • Review and Define Item Attributes Worksheet
  • Review and Define Store Attributes Worksheet
• Validate Mapping Tab
• Next Steps

6 Set Initial COE Parameters

• Building the Set Initial COE Parameters Workbook
• Set Initial COE Parameters

7 Item Planning

• Building the Item Planning Workbook
• Assortment Plan Tab
  • Assortment Plan Parameters Worksheet
  • Assortment Plan Details Worksheet
• Item Planning Parameters Tab
  • Reference Curves Worksheet
  • Item Plan Parameters Worksheet
  • Seed Worksheet
    • Seeding the Plan
• Pricing Tab
  • Promotions Definition Worksheet
  • Promotions Weeks Worksheet
  • Promo Mapping Worksheet
  • Markdown Cadence Worksheet
• Item Plan Tab
  • Item Plan Worksheet
  • Promo Details Worksheet
• Item Plan Parameters Tab: Receipt and Inventory Plan
  • Item Plan Parameters Worksheet: Receipt Parameters Measure Profile
• Item Plan Tab: Receipt and Inventory Plan
  • Item Plan Worksheet: Receipts and Inventory Measure Profile
• Review and Approval Tab
  • Plan Review Worksheet
  • All Measures
  • Plan Approval Worksheet
    • Committing Targets
• Dashboard Tab
  • Dashboard Worksheet
  • Bounds Worksheet

8 Markdown Planning

• Building the Markdown Planning Workbook
• Markdown Setup Tab
  • Lifecycle Summary Worksheet
  • Spread to Price Zone Worksheet
• Markdown Analysis Tab
  • Forecast Analysis (Style-Color/Price Zone) Worksheet
  • What-If Request Worksheet
  • Forecast Analysis (Style-Color/Price Zone/Week) Worksheet
  • Markdown Impact Dashboard Worksheet
  • Markdown Analysis Graph Worksheet
• Review and Approval Tab
  • Markdown Analysis (Style-Color/Price Zone/Week) Worksheet
  • Price Plan Acceptance Worksheet
  • Markdown Analysis (Style-Color/Channel/Week) Worksheet
• All Measures Tab
• Next Steps

9 Enable Op Approval Workbook

• Building the Enable Op Approval Workbook
• Allow Op Approval Tab

10 Data Validation

• Building the Data Load Validation Workbook
• Item Planning Measures Worksheet
• MFP Measures Worksheet
• Default Measures Worksheet
• Assortment Planning Measures Worksheet