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

Creating or Revising an Assortment Plan

The first step in creating an assortment plan is to create an assortment plan record.

Follow these guidelines to create assortment plans:

• Each assortment plan record should contain a single account and a single product catalog.
• If an account plans to order products from several catalogs, you should create a separate assortment plan record for each catalog.

You can create or revise assortment plans from the Accounts screen, the Assortment screen, or from an existing plan in the Groups screen.

NOTE:  If you are creating an assortment plan for an account that is a planning group, the More Info form will contain group-specific fields that display aggregated Group Units, and Group Amounts for the planning group.

To create an assortment plan from the Accounts screen

1. Navigate to the Accounts screen > Accounts List view.
2. From the visibility filter, select All Accounts.
3. Drill down on the Name field hyperlink for a selected account, and click the Assortment Profile view tab.

   The Account Assortment Planning view appears.

4. In the Assortment Planning list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Fields	Comments
   Name	Name of this assortment plan.
   Revision	Read-only. Indicates the number of times an assortment plan has been revised. When the assortment plan is created, the value is set to 1. With each revision, this value is increased by one.
   Plan Number	A unique, system-generated, alphanumeric identification.
   Account	If you add an assortment plan using the Accounts screen, this field is automatically populated with the account you selected in the Accounts list, and you can add additional accounts using the dialog box in this field. If you add an assortment plan using the Assortment screen, you add an Account using the dialog box in this field.
   Season	This is the season for which the assortment plan is being created. The Pick Season dialog box displays all seasons previously defined by the Siebel marketing administrator.
   Catalog	The catalog you select determines which product categories and products are available for inclusion in the assortment plan. The Pick Catalog dialog box displays all catalogs created by the Siebel marketing administrator.
   Price List (wholesale)	The price list you select determines the prices for the products you add to the assortment plan. Price lists are created by a Siebel marketing administrator.
   Created Date	Date assortment is created.

To create an assortment plan from the Assortments screen

1. Navigate to the Assortments screen.
2. Create a new record and complete the necessary fields.

   See Step 4 for descriptions of selected fields.

To revise an assortment plan in the Assortments screen

1. Navigate to the Assortments screen.
2. Select an assortment plan record.
3. In the Assortment Plan form, click Menu and select Revise.

   A copy of the assortment plan you selected is created. The active field is checked in the new plan and is cleared in the older plan.

4. Use any of the Assortments views to revise the new plan.

   NOTE:  The older version of the assortment plan remains available in the event you want to revert to it in the future. To view the older version, clear the check in the Active field from the newer plan and add a check in the Active field of the older plan.

To create an assortment plan based on an existing assortment plan

1. Navigate to the Assortments screen.
2. Select the assortment plan record you want to copy.
3. Click Menu and select Copy Record.

   A copy of the assortment plan record appears in the Assortment Plan list.

4. Complete the necessary fields.

   See Step 4 for descriptions of selected fields.

To create or modify an assortment plan for a planning group

1. Navigate to the Assortments screen.
2. Create a new record and complete the necessary fields.

   See Step 4 for descriptions of selected fields.

Forms showing information about a planning group contain group-specific fields with information about aggregated amounts for the planning group. For example, if a planning group has 12 member accounts, the Group Plan Units field displays a value that reflects the total units for the 12 member accounts.

For information on adding planning groups, see Adding or Modifying a Planning Group.