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Oracle® Retail Assortment Planning User Guide for the RPAS Fusion Client
Release 14.1
E55312-01
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Contents
Title and Copyright Information
Send Us Your Comments
Preface
Audience
Documentation Accessibility
Related Documents
Customer Support
Review Patch Documentation
Improved Process for Oracle Retail Documentation Corrections
Oracle Retail Documentation on the Oracle Technology Network
Conventions
1
Introduction
What is Assortment Planning?
What is a Point of Commerce?
Assortment Planning Business Process
Plan Setup
Selling Curve Maintenance
Cluster Maintenance
Create the Shopping List
Build the Wedge
Buy Planning
Size/Pack Allocation
In-Season/Historical Analysis
Slow Item Build
Assortment Planning and Product Lifecycle Management
Visual Planning
Custom Menu Options
Getting Started
2
AP Maintenance
Assortment Setup Task
Create the Assortment Setup Workbook
Step 1 - Set PoC Attributes
Define PoC Attribute Values View
Assign PoC Attributes View
View PoC Open & Close Dates View
Define Store Space View
Step 2 - Set Strategy Weights
Define Strategy Weights View
Step 3 - Set Product Attributes
Set Picklist Options Tab
Activate Attributes Tab
Assign Color Runs Tab
Set Price Tiers Tab
Step 4 - Customer Definition
Define Customer Attributes View
Step 5 - Set Fixture Capacity
Define Space Capacity & Constraints View
Step 6 - Adjust Inclusion Label
Define Inclusion Status View
Step 7 - Adjust Decision Label
Define Decision Values View
Step 8 - History Mapping
History Mapping View
Define Size Profiles & Pack Task
Define Size Profiles & Pack Workbook
Step 1 - Define Size Profiles
Define Size Profiles View
Step 2 - Define Prepacks
Define Prepacks View
Create PoC Targets Task
Build the Create PoC Targets Workbook
Step 1 - Review MFP Targets
Review MFP Targets View
Step 2 - Set PoC Targets
Custom Menu Option
Set PoC Targets View
Step 3 - Review PoC Targets
Review PoC Targets View
Look Maintenance Task
Create the Look Maintenance Workbook
Custom Menu Option
Step 1 - Create Look(s)
Define Look(s) View
Look Calendar View
Step 2 - Assign Subclass(es)
Custom Menu Option
Assign Subclass(es) View
Look/Subclass Calendar View
Step 3 - Assign Strategies
Custom Menu Option
Assign Strategies View
Step 4 - Seed/Set Look Goals
Custom Menu Options
Seed from Sister Look View
Determine Assortment Mix View
Determine Color Mix View
3
Lifecycle Curves Task
Lifecycle Curves Task
Create the Lifecycle Curves Workbook
Step 1 - Set Curve Profiles
Define Curve Labels View
Define Curve Profiles View
4
Clustering
Clustering Task
Types of Clustering
Create the Clustering Workbook
Custom Menu Option
Step 1 - Set Performance Goals
Custom Menu Options
Review/Set Weights View
Select Cluster Attributes View
Step 2 - Define Clusters
Custom Menu Option
Define Performance Clusters View
Define Space Clusters View
PoC Analysis View
Step 3 - Review Clusters
Cluster Results View
Step 4 - Approve
Custom Menu Option
Approve Clusters View
5
Create Shopping List
Create Shopping List Task
Process Overview
Build the Create Shopping List Workbook
Step 1 - Review/History Plans
History Tab
PoC Tab
Sister Look Tab
Look Tab
Step 2 - Set Assortment Size
Custom Menu Option
Brick & Mortar Sales Tab
Brick & Mortar Capacity Tab
Direct Sales Tab
Step 3 - Set Shopping List Goals
Custom Menu Option
Seed Target Mix View
Target Mix by Attribute View
Step 4 - Create Shopping List
Custom Menu Options
Fill the Shopping List Tab
Define Styles Tab
Review the Shopping List Tab
Step 5 - Approve
Custom Menu Option
Approve Shopping List View
6
Build the Wedge
Build the Wedge Task
What is a Wedge?
Process Overview
Create the Build the Wedge Workbook
Step 1 - Review History/Plans
History Tab
Plans Tab
Sister Look Tab
Look Tab
Step 2 - Set Assortment Size
Custom Menu Option
Brick & Mortar Sales Tab
Brick & Mortar Capacity Tab
Direct Sales Tab
Step 3 - Set Wedge Goals
Custom Menu Option
Seed Target Mix View
Target Mix by Attribute View
Target Mix by Color View
Step 4 - Fill Wedge
Custom Menu Options
Fill the Wedge Tab
Define Style-Colors Tab
Review Wedge Tab
Step 5 - Time Phased View
Time Phased View
Step 6 - Approve
Custom Menu Option
Approve Wedge View
7
Buying Plan
Buying Plan Task
Create the Buying Plan Workbook
Step 1 - Create Sales Plan
Custom Menu Options
Sales Parameters Tab
Brick & Mortor Sales Tab
Direct Sales Tab
Step 2 - Create Receipt Plan
Custom Menu Option
Receipt Parameters Tab
Receipt Plan Tab
Step 3 - Refine Buying Plan
Review Buy Plan Tab
Brick & Mortar Tab
Direct Buy Plan Tab
Inventory Review Tab
Step 4 - Reconcile to Targets
Reconcile to PoC Targets View
Step 5 - Approve
Custom Menu Option
Approve View
8
Optimize Size/Pack Allocations
Optimize AP Size/Pack Allocations Task
Create the Optimize AP Size & Pack Allocations Workbook
Step 1 - Review Buying Plan
Buying Plan by PoC View
Step 2 - Review & Apply Size Profiles
Custom Menu Option
Size Profiles Tab
Attribute Code & Size Range Tab
Receipts by Size Tab
Step 3 - Optimize Allocations
Custom Menu Option
Prepack Definitions Tab
Optimize Allocations Tab
Receipts by Prepack Tab
Step 4 - Approve Allocations
Custom Menu Option
Approve Allocations View
9
In-Season/Historical Analysis
In-Season Analysis Task
Create the In-Season Analysis Workbook
In-Season Analysis Step
Extend/Markdown Drop Tab
Sales & Margin Tab
Look Tab
Cluster Tab
Curves Tab
Size Breaks Tab
Color Break Tab
Historical Analysis Task
Create the Historical Analysis Workbook
Historical Assortment Analysis Step
Fulfillment Tab
Direct Tab
Product Attributes Tab
Customer Tab
