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End-User Procedures for Assortment Plans

This section provides instructions for the following end user procedures: Topics include:

• Adding or Modifying a Planning Group
• Adding or Removing an Account from a Planning Group
• Adding Planning Group Account Team Members
• Creating or Revising an Assortment Plan
• Selecting Categories for an Assortment Plan
• Entering Category Targets
• Adding Product Details to Assortment Plans
• Creating Account-Specific Delivery Flow Models
• Creating a Consolidated Assortment Plan
• Making Assortment Plans Visible on the Web