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Oracle® Retail Assortment and Space Optimization User Guide
Release 14.1
E59122-01
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5 Assortment Mapping

This chapter provides information about the Assortment Mapping tab.

Introduction

The Assortment Mapping tab is used to view and edit the results of the automated mapping between assortments and planograms that the system performs.

Assortment Mapping Interface

The Assortment Mapping interface is divided into two sections. The Select Assortment table lists all assortments with a status of either Ready for SO or POG Mapping Needs Review. When you first access this screen, it is pre-filtered to show only POG Mapping Needs Review assortments, with the QBE field for the Status column already filled in. To see the Ready for SO assortments, you must clear this field and click Enter to trigger the update.

The Assortment to Planogram Mapping table displays the planogram mappings for each combination of location and product in a given assortment. You must have the appropriate permissions to edit the assortments.

Use the Save Button to save and validate any edits you make. This updates the mappings and refreshes the mapping table display. You must save your changes to one assortment before editing another assortment.

Select Assortment

The Select Assortment table, shown in Figure 5-1, displays a list of the assortments that require mapping. These assortments have a status of either Ready for SO or POG Mapping Needs Review. Use this list to select an assortment to edit.

Figure 5-1 Select Assortment

Surrounding text describes Figure 5-1 .

When you select an assortment to edit and click the Edit button, you see the Edit Status dialog box. You can toggle the status of the assortment between Ready for SO and POG Mapping Needs Review by using the radio buttons. These radio buttons are disabled if errors exist in the assortment mapping table.

Table 5-1 Select Assortment

Field Description

ID

The ID of the assortment.

Name

The name of the assortment.

Last Updated By

The user ID of the person who last updated the assortment.

Last Update

The date when the assortment was last updated.

Location Level

The location level for the assortment (Store Cluster or Cluster Assortment).

Product Category

The product category for the assortment.

Status

The status of the assortment.


Assortment to Planogram Mapping

Once you select an assortment from the Select Assortment table, you see the components of that assortment (Figure 5-2). You can add a planogram mapping, delete a mapping, change the planogram node for the mapping (re-mapping), or edit the demand spread factor for the mapping.

Figure 5-2 Assortment to Planogram Mapping

Surrounding text describes Figure 5-2 .

Adding Planogram

Use the Add Planogram button to add a planogram mapping row that is similar to the mapping row you select. This action copies all the data from the original row with the exception of Node, Season, Demand Spread Factor, Store Count, Stores with Planograms, and Errors. You are presented with a dialog box in which you specify the planogram node. If you cancel out of the dialog box without selecting a node, the row you are adding is removed.

Deleting

Use the Delete button to delete a mapping. If you try to delete the only mapping for a specific combination of location and product, you will see an error message.

Re-Mapping

Use the Re-map button to change the planogram node (displayed in the Node column) for the mapping. You see the Select Planogram Node dialog box. When you change this value, three other changes occur. The value for the planogram season (displayed in the Season column) is changed to the first available season for the node. The value for the demand spread factor is changed to 100%. The values for Store Count and Stores with Planograms are both changed to zero.

You cannot select a node that results in a duplicate mapping for a specific combination of location and product when the duplicate mapping is defined as a mapping that has the same location, product, and planogram node (regardless of planogram season).

Editing the Demand Spread Factor

You can edit the demand spread factor within the Assortment to Planogram Mapping table. You must enter a number between 1% and 100%. For a set of mappings for the same combination of location and product, the total of the demand spread factors for the mappings cannot be greater than 100%. If the number exceeds this, you will see an error message after you click Save (which validates your edits).

Tables for Stores and Clusters

The Assortment to Planogram Mapping tables for Stores and for Clusters are slightly different. The following two tables describe each table.

Table 5-2 Assortment to Planogram Mapping for Stores

Field Description

Store Code

The store code.

Store

The name of the store.

Assortment Cluster

The name of the assortment cluster.

Product Code

The product code.

Product Name

The name of the product.

Planogram Hierarchy - Re-map

The button you use to select a new planogram node for the mapping.

Planogram Hierarchy - Node

The planogram node, which is the sub-category level of the assortment product hierarchy that the mapping applies to.

Planogram Hierarchy - Season

The season that the mapping applies to.

Demand Spread Factor

The amount of demand that should be allocated to the mapping (within a specific combination of location, product, node, and season.

Planogram Available

Y = planogram is available for a specific combination of location, product, planogram node, and planogram season. N = not available.

Errors

The errors that occur during mapping.


Table 5-3 Assortment to Planogram Mapping for Clusters

Field Description

Assortment Cluster

The name of the assortment cluster.

Product Name

The name of the product.

Demand Spread Factor

The amount of demand that should be allocated to the mapping (within a specific combination of location, product, node, and season.

Planogram Hierarchy - Re-map

The button you use to select a new planogram node for the mapping.

Planogram Hierarchy - Node

The planogram node, which is the sub-category level of the assortment product hierarchy that the mapping applies to.

Planogram Hierarchy - Season

The season the mapping applies to.

Store Count

The number of stores in the assortment cluster. This value is zero for mappings that are edited.

Stores With Planograms

The number of stores in the assortment cluster that have planograms for the selected planogram set, based on the planogram data that has been loaded. This value is zero for mappings that are edited.

Errors

The errors that occur during mapping.

Product Code

The product code.


Mapping Errors

Three errors are identified by the mapping process.

  • Total demand spread factor (DSF) out of range. Action: The value must not exceed a 100% the DSF within the mapping. Results must be adjusted to stay between 1% and 100%.

  • Unmapped product. Action: There is no mapping information for a product. Add the mapping information and manually map the product or remove the product from the assortment feed.

  • Unmapped store. Action: There is no POG available for the store. Add store information to the POG feed, remove the store from the assortment, or update the mapping information to map the assortment against a different POG Set with information for the store.