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

Selecting Categories for an Assortment Plan

After creating an assortment plan record, your next step is to select product categories. Select product categories by browsing the categories contained in the product catalog you selected for the assortment plan and flagging the categories whose products you want to include in the plan. Product catalogs can be constructed to contain multiple levels of categories, and products can be added to a category at any level in this hierarchy. Therefore, you will need to browse through the entire catalog hierarchy to see all the products available for inclusion in the assortment plan.

To browse categories and products for an assortment plan

  1. Navigate to the Assortments screen, and select an assortment plan from the list.
  2. Click the Categories view tab.

    3. The first-level categories of this assortment plan's product catalog are displayed in the Categories list. If these categories contain products, they are displayed in the Products list below it. If these categories contain subcategories, the category name is a hyperlink.

  3. Click the Category Name hyperlink of a category record to navigate downward in the catalog hierarchy.

    4. Any subcategories contained in the category you drilled down on are now displayed in the Categories list, and any products belonging to the highlighted subcategory are displayed in the Products list below it.

  4. Select each subcategory in the Categories list to display the products it contains in the Products list.
  5. Click the Categories list menu button and select Go Up... to browse upward through the hierarchy of categories.

To add categories and associated products to an assortment plan

  1. Navigate to the Assortments screen, and select an assortment plan from the list.
  2. Click the Categories view tab.

    3. The first-level categories of this assortment plan's product catalog are displayed in the Categories list. If these categories contain products, they are displayed in the Product list below it. In the Category list, select a single category or subcategory and click in the Plan field to place a check in the column. Click Select All to select every category or subcategory record displayed in the Subcategories form.

  3. Browse through all the subcategories for the assortment plan and repeat Step  for each category or subcategory you want to add to the assortment plan.
  4. Click Create Detail.

    5. All the categories and subcategories you selected (by placing a check in the Plan column) at each level of the category hierarchy, and the associated products for those categories and subcategories, are added to the assortment plan.

    NOTE:  If you place a check in the Plan field of a subcategory, the Plan field of its parent category is also selected. The parent category's plan field cannot be deselected unless the subcategory's Plan field is deselected.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003