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About Planning Groups

Planning groups allow you to plan for a number of retail outlets with similar planning needs. For example, a buyer for a chain of department stores is responsible for all the purchasing for a region that includes 50 outlets located in areas with similar demographics and purchasing behavior. To facilitate planning, the key account manager can include all 50 outlets in one planning group and create a single assortment plan that can be used for all the outlets in the planning group.

An administrator assigns categories to planning groups, to determine which products are available to the accounts within that group. Only the categories that are appropriate to that planning group's needs are assigned, which reduces the work of sorting through products that are not appropriate for that planning group while creating assortment plans.