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Example Workflow for Assortment Plans

Before end users can create assortment plans, an administrator must perform the following steps in the order given:

Administrator Setup Procedures

1. Set up product distribution strategy. Consumer Sector applications can use personalization attributes (account channel and product differentiator), and account categories to display only the products appropriate for the account when end users are setting up assortment plans. For more information about controlling product distribution, see Product Distribution.
2. Create product records and price lists. Before users can create assortment plans, product records and price lists must be created by an administrator, or brought in from another database. For information about creating product records and price lists, see Products.
3. Create delivery and season periods. Assortment plans can be spread across the delivery periods in the season for which the plan is created. In addition, assortment plans are effective for specific seasons. You must make sure that the appropriate delivery periods and seasons are available in the Periods list of values. For more information, see Getting Started.
4. Create Corporate Delivery Flow Models. Corporate delivery flow models specify the weighting percentages used to determine how many product units will be delivered in each delivery period within a season. Account managers use these models when creating assortment plans. For more information, see Corporate Delivery Flow Models.
5. Create Delivery Flow Types. If additional delivery flow types are required, an administrator creates them. For more information, see Corporate Delivery Flow Models.
6. Adding Channel Partners and Customers as Employees. If your company has implemented Siebel eChannel for Apparel and Footwear, or a Siebel customer application, end users can make assortment plans available to customers over the Internet. An administrator must grant access to customers who want to see their assortment plans. For more information, see Customer and Partner Applications Administration Guide for Industry Applications.

End-User Procedures

After the administrator setup procedures are completed, end users can begin the assortment planning process. To create an assortment plan, end users complete the following procedures.

1. Optional: Create a planning group. For more information, see Adding or Modifying a Planning Group.
2. Add an assortment plan. For more information, see Creating or Revising an Assortment Plan. For details about adding assortment plans for planning groups, see To create or modify an assortment plan for a planning group.
3. Select product categories. For more information, see Selecting Categories for an Assortment Plan.
4. Add category targets. For more information, see Entering Category Targets.
5. Optional: Create account-specific delivery flow model. If an account needs a delivery pattern that is not in the corporate delivery flow model, users can create a customized delivery flow. For more information, see Creating Account-Specific Delivery Flow Models.
6. Add product details. For more information, see Adding Product Details to Assortment Plans.
7. Optional: Create a consolidated assortment plan. Multiple assortment plans can be aggregated into one consolidated assortment plan. For more information, see Creating Account-Specific Delivery Flow Models.
8. Optional: Make assortment plans visible on the Web. For more information, see Making Assortment Plans Visible on the Web.

Administrator Maintenance Procedures

If end users have established planning groups, administrators can perform an additional optional procedure to assign categories to these groups.

Optional: Assign categories to planning groups. To limit the number of categories end users must browse while creating assortment plans for planning groups, an administrator can assign categories of products to the planning group. Because a planning group is an account of the Type Planning, the procedure for assigning product categories to it is identical to adding product categories to any other account. For information on this procedure, see Product Distribution.