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Creating a Consolidated Assortment Plan

You can consolidate multiple assortment plans into one consolidated assortment plan. Typically, this capability is used by a manager to consolidate the planned product units and amounts of assortment plans created by the manager's subordinates. Any of the plans displayed in the My Team's Assortment Plans view can be consolidated.

To create a consolidated assortment plan

1. Navigate to the Assortments screen.
2. Drill down on the Name field hyperlink for a selected assortment plan, and click the Assortment Plan Consolidation view tab.
3. In the Consolidated Assortment Plans list, add a new record and complete the necessary fields.

   See Step 4 for descriptions of select fields.

4. In the Assortment Plans Consolidation list, click New.
5. In the Add Assortment Plan dialog box, select one or more assortment plans you want to consolidate, and click OK.

   Line items from the assortment plans you added are combined in the consolidated assortment plan.

6. In the Consolidated Assortment Plans list, click on the hyperlink in the Name field to view the consolidated line item products.