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

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:

• Enter total quantities for each product and spread those quantities across the delivery periods for the season in which you are planning
• Remove products from the assortment plan
• Apply new price lists to some or all products
• Check whether products in an account's assortment plans are already being planned through a buying group the account belongs to. This allows you to avoid duplicate ordering

  For information about buying groups, see Product Distribution.

To add product units to an assortment plan

1. Navigate to the Assortments screen.
2. Drill down on the Name field hyperlink for a selected assortment plan.
3. Click the Categories view tab, or drill down on the assortment plan's name hyperlink.

   The Assortment Plan Categories view appears.

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

   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.

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

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

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

8. 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.
9. 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.
10. Edit the Delivery Spread field of each product as necessary.
11. Click Spread Quantity.

    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.

12. Repeat Step 3 through Step 11 for each category whose products you are including in the assortment plan.

To change a delivery period quantity for a product

• Click in the field displaying the delivery period quantity you wish to change and enter the new quantity.

To change product prices

1. Navigate to the Assortments screen.
2. Drill down on the Name field hyperlink for a selected assortment plan, and click the More Info view tab.
3. In the More Info form, select a new price list.
4. Click the Categories view tab, and select a category or subcategory whose products you want to reprice.

   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.

   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:
   • From the Plan Details view menu drop-down, select Reprice to change the price of the selected products.
   • From the Plan Details view menu drop-down, select Reprice All to change the prices for all products displayed.

     The prices for the products you selected are updated to the prices specified in the new price list.

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

1. Navigate to the Assortments screen.
2. Drill down on the Name field hyperlink for a selected assortment plan, and click the Plan Details view tab.

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

3. From the Plan Details view drop-down, select Plan Units.
4. Click the Check 3rd Party button in the Assortment Plan Category form.

   If a product is being ordered through a buying group that the account belongs to, a check mark appears in the 3rd Party field in the Plan Details list with Plan Units selected from the drop-down list.

   For more information about Buying Groups, see Product Distribution.

To modify additional assortment plan details

1. Navigate to the Assortments screen.
2. Select an assortment plan record.
3. In the Assortment Plan form, edit the fields in a record. Some fields in the Assortment Plan Detail view and their behavior are described in the following table.

   NOTE:  You can edit many of the fields in the Assortment Plan Detail view that are used to specify product units and monetary amounts. Access these fields by selecting from the Show drop-down list. When you edit these fields, the total product units or monetary amounts for the plan are updated to reflect the changes you made. Total product units and monetary values for an assortment plan are displayed in other Assortment Planning views, such as the Assortment Plan Categories view and the My Assortments 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.
   Units 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.