6 Build the Wedge

Build the wedge is the fifth step in the AP business process.

Table 6-1 Business Role in Build the Wedge

The Buyer Analyst tailors, for each wedge, the strategy inherited from the Senior Buyer's shopping list, then assorts and time-phases each wedge from the styles identified in the Shopping List.

Build the Wedge Task

In the Build the Wedge task, the Buyer picks up the Assortment process from the Senior Buyer who has gone to market. In building the wedge, the Buyer makes two sets of decisions (under the Senior Buyer's guidance):

• Assortment Strategy - The Senior Buyer has set the assortment strategy at the Total Subclass/Class Level or by Cluster Parent (Brick & Mortar, Direct, Wholesale/Franchise, and so on). The following key decisions are made by the Buyer:

  • Number of variants per style (colors, fragrances or flavors). This can be calculated by using sales plans (sales per item goals), fixture/page capacity, or manually entered by the Buyer.

  • Product attribute, color and/or customer segment level goals for the Assortment (the number or percent of total for a brand, a silhouette, a color family, and so on).

  • The Senior Buyer's Cluster Parent strategy will spread down to the Cluster level, so the Buyer only needs to tailor those Clusters that vary from the Cluster Parent's Strategy.

• Style-Color Level Assortment - In Build the Wedge task, the Buyer can use AP's Wedge Population Automation to select the appropriate style-colors from a group of eligible style-colors to meet each Cluster's Assortment Strategy (also referred to as Building the Wedge). This automation is optimized to satisfy the wedge goal by picking the minimum number of style-colors. The automation works in near real-time to enable to Buyer to tailor each wedge in a short period of time.

In the next step, Buy Planning, the Senior Buyer or Buyer plans Sales, Margin or Markdowns, Inventory and Receipts for their assortment based on the Assortment Strategy and Wedge Population.

What is a Wedge?

A Wedge is a traditional retail term that originated because the visual created when showing the breadth of the assortment by Cluster looked like a wedge (See the traditional wedge diagram below). Stores traditionally were clustered based on sales volume only and the assortment strategy was to give the full assortment to the larger volume stores and fewer items to the lower volume stores.

When assorting to a traditional wedge, the styles were ranked by buy quantity or sales, and so on and with Clusters sorted by volume, the larger volume stores received all styles, the medium volume stores received the top 85% of the styles and the next volume band down received 75% of the styles (the percentages are examples).

There were some manual edits, of course, but for the most part, ranking on buy quantities or sales, drove the process.

However this approach, while easier to create, does not reflect the desires of the Customers shopping the stores, sites, applications, and so on, in each Cluster. Therefore, we have introduced what we are calling a Tailored Wedge. (See the figure below for an example). Tailoring the Wedge creates assortments that match the Customer characteristics of each Cluster. The nice, neat are tailored as a top seller in general, may not sell well in a particular group of stores, sites applications, and so on, and by not stocking it there, you will be able to sell something else at a fuller margin as that less desirable item will require more markdowns and clearance activity to move through it.

Creating these types of wedges manually would take a lot of extra time, so the Assortment Planning solution includes a Wedge Population Automation capability that recommends a tailor set of Wedges based on the Buyer's goals for each Wedge (and allow the Buyer to make manual edits as needed). Wedge Population Automation is described in Step 4 - Fill the Wedge.

Figure 6-1 Traditional Wedge Approach versus Oracle Retail's Tailored Wedges

Process Overview

Once the Senior Buyer has completed the Shopping List, creating the style level assortment (in total or by cluster parent), the Buyer then assorts styles from the Shopping List to each Cluster of Points of Commerce:

1. Determine the number of styles-colors required for each Point of Commerce cluster.

   This can be calculated with sales plans (sales per item goals) and/or capped by the fixture/page capacity or manually entered by the Buyer.

2. Create style-color level positions below the style (based on the number of colors per style identified by the Senior Buyer). As with style creation, the style color numbers only need to be set up in AP. AP sets them up automatically in a merchandising system (as Color Diffs), if this capability has been activated (called Slow Item Build in AP). For more information regarding Slow Item Build, see the Oracle Retail Assortment Planning Installation Guide.

3. Create Product Attribute and Color Assortment Goals. Product Attribute level goals created by the Senior Buyer at the Cluster Parent level in the Shopping List are copied to each cluster, then the Buyer can adjust each cluster's attribute goals as needed. Like with the Shopping List, the Buyer can use last year, recent trend, customer panels, or social network or Endeca search results to set those attribute goals by cluster.

4. Fill the wedge. The Buyer determines the style-color level choices for each cluster. The Assortment Planning solution includes a feature called Wedge Population Automation. The automation recommends which style-color options to carry in each cluster:

   1. As always, Buyers can choose to utilize all, part, or none of the recommendations and/or change the goals and rerun the automation.

   2. This automation runs in real-time, when the Buyer engages it (see Custom Menu options), not in batch.

5. The planned sales and buy quantity can be calculated on the clusters assigned in this process.

6. Throughout the process, the Buyer can aggregate each cluster's assortment by attribute to compare the depth by brand, color, silhouette, and so on (for all attributes) to their goals, last year, recent trend, customer panels and/or social networks/Endeca search.

Note that the Buyer can also start creating a cluster level assortment by skipping the Shopping List task, however, the Buyer will not be able to inherit from the Shopping List if this approach is chosen.

The Build the Assortment Wedge task has the following steps:

• Step 1 - Review History/Plans

• Step 2 - Set Assortment Size

• Step 3 - Set Wedge Goals

• Step 4 - Fill Wedge

• Step 5 - Time Phased View

• Step 6 - Approve

Assortment Planning for Wholesale/Franchise Accounts

Assortment Planning supports planning for wholesale and franchise accounts alongside wholly owned retail channels (stores, sites, and applications). This support includes process steps, views, measures, and rules embedded in each applicable task that supports the building and planning of assortments in each channel (wholesale and franchise accounts are separate channels), rather than lumped into the existing brick and mortar and direct channels. These wholesale and franchise specific options can be deactivated for customers not requiring them. This solution uses the term account to refer to a specific wholesale or franchise retailer.

The planning approach encompasses several key capabilities:

• Plan all of your channels (stores, sites, applications, catalogs, wholesale accounts, and franchise accounts) in a single workbook.

• Plan and view actual sales, markdowns, and profitability of each channel (bricks, clicks, and wholesale/franchise) at the channel level and down to the account level (for wholesale and franchise channels).

• Assemble an assortment (using the entire or just part of the Assortment Creation and Planning process) for each channel down to the cluster level (a cluster could be one or more accounts or a subset of an account such as the Southern stores for Wholesale Account ABC).

• Plan sales, shipments, inventory, and buy quantities by wholesale or franchise account or account cluster (if you wish to plan a larger account in sub-groups of stores, sites or apps).

• Calculate your cost and margin plus the markups to be applied prior to transferring the inventory to your wholesale and franchise accounts.

• Plan the transferred cost (retailer's cost plus markup), margin, and Suggested Retail Price (SRP) for your wholesale/franchise accounts.

• Plan the markdowns you will take versus the markdowns your wholesale/franchise accounts will take.

These capabilities are supported out of the box for Assortment Planning with the ability to tailor them to your specific needs through configuration. The specific wholesale/franchise capabilities are explained in each chapter of this document.

Additional planning measures (shown in Table 6-2) have been included to support the unique requirements of a retailer transferring goods to a wholesale or franchise account for resale.

Note: Measures labeled Wholesale/Franchise in the table are abbreviated as WHSLE/FRCHS in the solution.

Table 6-2 Measures for Wholesale/Franchise

Measure	Description	Math	Notes
Cost	A planned measure that reflects the cost to buy or to transfer the style-color from the supplier/manufacturer to the retailer (but not to the wholesale or franchise account).	Not calculated, but used in many calculations	This same cost measure is used for wholly owned channels (stores, sites and applications) and is used to calculate the margin for the retailer (but not for the wholesale or franchise account).
Wholesale / Franchise Markup %	The percentage by which the cost is marked up before transferring the merchandise to the wholesale or franchise account .	Markup % = Markup R / Cost	This markup percentage can vary by wholesale/franchise account and by Style (or higher).
Wholesale / Franchise Markup R	The retail value by which the cost is marked up before transferring the merchandise to the wholesale or franchise account .	Markup R / = Markup % * Cost	NA
Retailer Cost	The net cost for the wholesale/franchise account for the style or style-color.	Retailer Cost = Cost + Markup R	This cost is used when calculating margin measures for the wholesale or franchise account.
Suggested Retail Price (SRP)	The suggested price at which the wholesale or franchise account should price the style or style-color.	Is not calculated, but is used in many calculations such as SRP GM R and so on. This measure may be extended through configuration to be calculated based on a targeted margin percentage applied to the Retail Cost. (The Retail Cost is already marked up by the wholesale/franchise account.)	This measure is used to calculate the wholesale or franchise account's gross margin (not the retailer's gross margin).
SRP Gross Margin R	Gross Margin in currency value for the wholesale/franchise account .	SRP Gross Margin R = SRP - Retailer Cost	These measures allow you to plan the gross profitability of the assortment by wholesale/franchise account from their perspective.
SRP Gross Margin %	Gross Margin for the wholesale/franchise account as a percentage of the SRP.	SRP Gross Margin % = SRP Gross Margin R / Retailer Cost

Create the Build the Wedge Workbook

To create the Build the Wedge workbook:

1. Select the New Workbook icon in the Build the Wedge task.

   Figure 6-2 Build the Wedge Task

   
   

   The workbook wizard opens.

2. In the Select Look(s) page, select the looks to be loaded into the workbook. Click Finish.

   Figure 6-3 Workbook Wizard Select Look(s) Page

   
   

   The workbook is created.

Real-Time Alerts

Table 6-3 lists the real-time alerts in this task.

Table 6-3 Real-Time Alerts Build the Wedge Task

Number	Alert	Description
1	WP Net Nbr of Style-Colors	WP Net Nbr of Style-Colors is less than WP Calc'd Min Style-Colors or greater than WP Calc'd Max Style-Colors.
2	Style-Colors Remaining	Style-Colors Remaining is not equal to zero.
3	WP Sales U less than WP Carryover Sales U	WP Sales U is less WP Carryover Sales U.
4	Invalid Style Assignment	If the Style is assigned to the Shopping List, alert if the Style is part of a Subclass that is not assigned to the Look.

Step 1 - Review History/Plans

In this step, the Buyer has access to a variety of historical and plan information as shown in the following list. This information is intended to provide a complete picture of what needs to be accomplished by this assortment and what has been accomplished by prior assortments, both in terms of sales/profitability and in terms of key trends and attributes that define each assortment.

This step has the following tabs and views:

• History Tab:

  • Review History by Attribute View

  • Review History by Customer View

• Plans Tab:

  • Review PoC Plan View

  • Review Shopping List View

  • Review Shopping List Plan View

• Sister Look Tab:

  • Review Sister Look by Attribute View

  • Review Sister Look by Customer View

• Look Tab:

  • Review Look View

History Tab

On this tab, the Buyer is able to review historical sales and profitability by product attribute or by customer segment. A number of product attributes (silhouette, heel height, sleeve length, and so on) grouped by type (general, footwear, handbags, tops, and so on) are included in this generally available release, but many more can be added. This information can be useful in thinking about which trends should be carried forward by product attribute or by customer segment into the wedges that are about to be assorted.

Note that attributes of the styles and colors of the style-colors are required to be defined or loaded in order to see a meaningful number here. The style attributes can be reviewed and edited in the Product Attributes view. The colors can be reviewed and edited in the Color Attribute view.

Review History by Attribute View

This view focuses on the sales and profitability history of prior assortments for the same time periods last year by product attribute, Subclass (or higher), and Cluster (or higher).

Figure 6-4 Review History by Attribute View

Table 6-4 lists the measures available in this view.

Table 6-4 Review History by Attribute View Measures

Label	Description
Attribute Value	The value of the product attribute for which the user is about to review the Sales metrics. Product attributes are loaded from the Product Attribute hierarchy. The product attribute values are defined in the Assortment Setup workbook. For example, if the product attribute is Silhouette, the attribute value can be A-Line, Hi-Lo, T-shirt Long Sleeve, and so on.
LY Sales Reg +Promo U	The total of Last Year regular and promotional units that are sold for this specified product attribute value. This is a calculated measure. For example, in the past year Subclass A sold 200 units for A-Line Silhouette products at the regular price and 300 units at the promotional price. The number for this measure should be 500 when the product attribute is Silhouette and attribute value is A-Line.
LY % to Ttl Sls Reg +Promo U	The percentage of LY Sales Regular + PromoU of the specified attribute value to the sales of all the attribute values. For example, if the LY Sales Reg + Promo U for A-Line is 500, and the LY Sales Reg + Promo U for all the attributes in Silhouette is 2000, the percentage for this measure is 25%.
LY Sales Reg +Promo R	The total of Last Year regular and promotional retail that are sold for this specified product attribute value. This is a calculated measure. For example, in the past year, Subclass A sold $2500 for A-Line Silhouette products at the regularat the regular price and $3000 at the promotional price. The number for this measure should be $5500 when the product attribute is Silhouette and attribute value is A-Line.
LY % to Ttl Sls Reg +Promo R	The percentage of LY Sales Regular + PromoR of the specified attribute value to the sales of all the attribute values. For example, if the LY Sales Reg + Promo R for A-Line is $5500, and the LY Sales Reg+Promo R for all the attributes in Silhouette is $27500, the percentage for this measure is 20%.
LY Sales Reg +Promo AUR	Last Year Regular and Promo Sales Average Unit Retail by product attribute; the average price at which a group of products are sold.
LY Cust Returns %	The percentage of LY Cust Returns R to the LY Sales R by product attributes. This measure is only applicable for Direct (E-commerce) channel.
LY Cust Returns U	Last Year Customer Returns Unit by product attribute. This measure is only applicable for Direct (E-commerce) channel.
LY Cust Returns R	Last Year Customer Returns Retail by product attribute. This measure is only applicable for Direct (E-commerce) channel.
LY Cust Returns AUR	Last Year Customer Returns Average Unit Retail by product attribute. This measure is only applicable for Direct (E-commerce) channel.
LY Sales Reg +Promo Net Cust Ret U	The total of Last Year regular and promotional units that are sold for this specified product attribute value, minus the customer return units for this attribute. This is a calculated measure. For example, for Direct channel, the regular and promotion sales units are 200 and 300 respectively. The customer returns units are 50. The LY Sales Reg + Promo Net Cust Returns U is 200+300-50=450.
LY % to Ttl Sls Reg +Promo Net Cust Ret U	The percentage of LY Sales Reg +Promo Net Cust Ret U of the specified attribute value to the sales of all the attribute values. For example, if the LY Sales Reg +Promo Net Cust Ret U for A-Line is 450, and the LY Sales Reg +Promo Net Cust Ret U for all the attributes in Silhouette is 1800, the percentage for this measure is 25%.
LY Sales Reg +Promo Net Cust Ret R	The total of Last Year regular and promotional retail that are sold for this specified product attribute value, minus the customer return retail for this attribute. This is a calculated measure. For example, the regular and promotion sales retail is $2500 and $3000 respectively. The customer returns retail is $1000. The LY Sales Reg + Promo Net Cust Returns R is $2500+$3000-$1000=$4500.
LY % to Ttl Sls Reg +Promo Net Cust Ret R	The percentage of LY Sales Reg +Promo Net Cust Ret R of the specified attribute value to the sales of all the attribute values. For example, if the LY Sales Reg +Promo Net Cust Ret R for A-Line is $4500, and the LY Sales Reg +Promo Net Cust Ret R for all the attributes in Silhouette is $22500, the percentage for this measure is 20%.
LY Sales Reg +Promo Net Cust Ret AUR	Last Year Regular and Promo minus Customer Returns Sales Average Unit Retail by product attribute; the average price a group of products are sold at considering the returned items.
LY # of Style-Colors	How many style-colors were sold in this subclass last year.

Review History by Customer View

This view focuses on the sales and profitability history of prior assortments for the same periods last year by Customer Segment, Subclass (or higher), and Cluster (or higher).

Figure 6-5 Review History by Customer View

Table 6-5 lists the measures available in this view.

Table 6-5 Review History by Customer View Measures

Label	Description
LY Sales Reg +Promo U	Units sold for the specified Customer Segment and Product Attribute. Previously in the Assortment Setup workbook, certain product attribute values were selected to define each customer segment. Based on that, the items with a matched attribute value will be counted to calculate this measure. For example, Customer Segment Fitness Centric is considered to be more interested in Slim and Athlete cut for product attribute Fit. Last Year for Subclass A and Cluster A/Cold/Urban, among 1000 sold items units, there were 300 units of Slim and 150 are Athlete. Therefore, when reviewing for product Attribute Fit, this measure will be 450.
LY % to Ttl Sls Reg +Promo U	The percentage of LY Sales Reg + Promo U of the specified attribute value to the sales of all the attribute values. For example, Customer Segment Fitness Centric is considered to be more interested in Slim and Athlete cut for product attribute Fit. Last Year for Subclass A and Cluster A/Cold/Urban, among 1000 sold items sales units, there are 300 units of Slim and 150 are Athlete. When reviewing for product Attribute Fit, this measure will be 45%.
LY Sales Reg +Promo R	Amount sold for specified Customer Segment and Product Attribute. Previously in the Assortment Setup workbook, certain product attribute values are selected to define each customer segment. Based on that, the items with any matched attribute value will be counted to calculate this measure. For example, in the Assortment Setup workbook, Slim and Athlete are selected as the Fit product attribute for the Customer Segment Fitness Centric. Last Year for Subclass A and Cluster A/Cold/Urban, among $10000 sold items, there were $3000 items of Slim and $1500 are Athlete. When reviewing for product Attribute Fit, this measure will be $4500.
LY % to Ttl Sls Reg +Promo R	The percentage of LY Sales Reg + Promo R of the specified attribute value to the sales of all the attribute values. For example, in the Assortment Setup workbook, Slim and Athlete are selected as the Fit product attribute for the Customer Segment Fitness Centric. Last Year for Subclass A and Cluster A/Cold/Urban, among $10000 sold items, there are $3000 items of Slim and $1500 of Athlete. When reviewing for the product Attribute Fit, this measure will be 45%.
LY Sales Reg +Promo AUR	Last Year Regular and Promo Sales Average Unit Retail by product attribute; the average price at which a group of products are sold.
LY # of Style-Colors	Number of style-colors which have the selected product attribute values for the customer segment.

Plans Tab

On this tab, the Buyer is able to view the sales and profitability plan for the time periods covered by each look at the intersection of Subclass (or higher) and Cluster (or higher) level. The Buyer is also able to view an aggregation of the planned gross sales, customer returns, and net sales planned in the Shopping List.

Review PoC Plan View

This view focuses on the sales and profitability history of prior assortments for the same time periods last year by product attribute, Subclass (or higher), and Cluster (or higher). In the Administrative section, the Merchandise Financial Plan and Location Plans (or LY) are spread down to the Subclass, Week, and PoC Levels (if they were not created originally at this level.

Figure 6-6 Review PoC Plan View

Table 6-6 lists the measures available in this view.

Table 6-6 Review PoC Plan View Measures

Label	Description
PoC CP Sales Reg +Promo U	The total of regular and promotional sales units that are planned to sell in the Current Plan version of the Point of Commerce Plan (Location Plan). This is a calculated measure. For example, Subclass A is planned to sell 1000 and 2500 for store 1 and 2 at the regular price. Subclass A is also planned to sell 1200 and 2100 for store 1 and 2 at a promotional price. Cluster A/Cold/Urban consists of store 1 and 2 only. For Cluster A/Cold/Urban, the number for this measure should be 1000+2500+1200+2100=6800.
PoC CP % to Ttl Sls Reg +Promo U	The percentage of Regular and Promotional Sales U to the total sales of the specified cluster parent. For example, if PoC CP Sales Reg+Promo U is 6800, and the PoC CP Sales U is 10000, the percentage for this measure is 68%.
PoC CP Sales Reg +Promo R	The total of regular and promotional sales retail that are planned to sell in the Current Plan version of the Point of Commerce Plan (Location Plan). This is a calculated measure. For example, Subclass A is planned to sell $10,000 and $25,000 for store 1 and 2 at the regular price. Subclass A is also planned to sell $12,000 and $21,000 for store 1 and 2 at a promotional price. Cluster A/Cold/Urban consists of store 1 and 2 only. For Cluster A/Cold/Urban, the number for this measure should be $10,000+$25,000+$12,000+$21,000=$68,000.
PoC CP % to Ttl Sls Reg +Promo R	The percentage of Regular and Promotional Sales R to the total sales R of the specified cluster parent. For example, if PoC CP Sales Reg+Promo R is $68,000, and the PoC CP Sales R is $100,000, the percentage for this measure is 68%.
PoC CP Sales Reg +Promo AUR	Point of Commerce Plan (Location Plan) Current Plan version Regular and Promo Sales Average Unit Retail; the average price a group of products will be sold at.
PoC CP Cust Returns %	The percentage of Customer Returns Retail to the Total Sales Retail per cluster.
PoC CP Cust Returns U	Point of Commerce Plan (Location Plan) Current Plan version Customer Returns Unit by cluster.
PoC CP Cust Returns R	Point of Commerce Plan (Location Plan) Current Plan version Customer Returns Retail by cluster.
PoC CP Cust Returns AUR	Point of Commerce Plan (Location Plan) Current Plan version Customer Returns Average Unit Retail by cluster.
PoC CP Sales Reg +Promo Net Cust Ret U	The total of PoC Plan (Location Plan) Current Plan version regular and promotional units for this cluster parent, minus the customer return units for this cluster parent. For example, if the regular and promotion sales units are 2000, 3000 respectively. The customer returns units are 500. The PoC CP Sales Reg +Promo Net Cust Ret U is 2000+3000-500=4500.
PoC CP % to Ttl Sls Reg +Promo Net Cust Ret U	The percentage of PoC CP Sales Reg +Promo Net Cust Ret U to PoC CP Sales Net Cust Returns U.
PoC CP Sales Reg +Promo Net Cust Ret R	The total of the PoC Plan (Location Plan) Current Plan version regular and promotional retail for the cluster parent, minus the customer return retail. For example, the regular and promotion sales retail are $25,000 and $30,000 respectively. The customer returns retail is $10,000. The LY Sales Reg + Promo Net Cust Returns R is $25,000+$30,000-$10,000=$45,000.
PoC CP % to Ttl Sls Reg +Promo Net Cust Ret R	The percentage of PoC CP Sales Reg +Promo Net Cust Ret R to PoC CP Sales Net Cust Ret R.
PoC CP Sales Reg +Promo Net Cust Ret AUR	Point of Commerce Plan Current Plan Regular and Promo Sales minus Customer Returns Sales Average Unit Retail; the average price a group of products are sold at considering the returned items.

Review Shopping List View

This view focuses on the sales and profitability plan from the Shopping List by Subclass (or higher), and Cluster Parent (or higher).

Figure 6-7 Review Shopping List View

Review History/Plan, under the Plans tab, is a tile view called Review Shopping List which shows the styles assorted for the Look/Cluster Parent from the Shopping List plan. This provides a visual representation of the Shopping List plan.

Review Shopping List Plan View

This view focuses on the sales and profitability plan from the Shopping List by Subclass (or higher), and Cluster Parent (or higher).

Figure 6-8 Review Shopping List Plan View

Table 6-7 lists the measures available in this view.

Table 6-7 Review Shopping List Plan View Measures

Label	Description
SL CP Sales Reg +Promo U	Shopping List approved Regular and Promotional Sales Unit.
SL CP % to Ttl Sls Reg +Promo U	Shopping List approved ratio of Regular plus Promotional Sales Unit to the total sales unit.
SL CP Sales Reg +Promo R	Shopping List approved Regular and Promotional Sales Retail.
SL CP % to Ttl Sls Reg +Promo R	Shopping List approved ratio of Regular plus Promotional Sales Retail to the total sales retail.
SL CP Sales Reg +Promo AUR	Shopping List approved Regular plus Promotional Sales Average Unit Retail.
SL CP Cust Returns U	Shopping List approved Customer Returns Unit.
SL CP Cust Returns R	Shopping List approved Customer Returns Retail.
SL CP Cust Returns AUR	Shopping List approved Customer Returns Average Unit Retail.
SL CP Cust Returns %	Shopping List approved Customer Returns %.
SL CP Sales Reg +Promo Net Cust Ret U	This measure is Sales Reg + Promo U minus Cust Returns U that is approved in the Shopping List.
SL CP Sales Reg +Promo Net Cust Ret R	This measure is Sales Reg + Promo R minus Cust Returns R that is approved in the Shopping List.
SL CP Sales Reg +Promo Net Cust Ret AUR	Shopping List approved Regular and Promo Sales minus Customer Returns Sales Average Unit Retail; the average price a group of products are sold at considering the returned items.
SL CP % to Ttl Sls Reg +Promo Net Cust Ret U	The percentage of SL CP Sales Reg +Promo Net Cust Ret U to SL CP Sales Net Cust Ret U.
SL CP % to Ttl Sls Reg +Promo Net Cust Ret R	The percentage of SL CP Sales Reg +Promo Net Cust Ret R to SL CP Sales Net Cust Ret R.

Sister Look Tab

This tab shows the same measure set as on the History tab, but for the Sister Look of each look in this workbook. This enables the Buyer to evaluate the key product and customer segment trends from the Sister Look that may be relevant in building these new looks.

A Sister Look can be used to:

• Maintain a consistent set of assortment themes or trends across several looks even if you plan to add/drop style-colors in each look.

• Pattern the mix of key product attributes from the Sister Look to this look. For example, you may want to maintain a similar ratio of basic to classic to trend styles from one look to another. You can also do this with silhouette, fabric, price point and/or other product attributes.

• Align two different groups of subclasses (such as, tops and bottoms) in different Looks for a similar time period.

Review Sister Look by Attribute View

This view focuses on the sales and profitability history of prior assortments for the Sister Looks by product attribute, Subclass (or higher), and Cluster (or higher).

Figure 6-9 Review Sister Look by Attribute View

Table 6-8 lists the measures available in this view.

Table 6-8 Review Sister Look by Attribute View Measures

Label	Description
Attribute Value	The value of the product attribute for which the user is about to review the Sales metrics. Product attributes are loaded from the Product Attribute hierarchy. The product attribute values are defined in the Assortment Setup workbook. For example, if the product attribute is Silhouette, the attribute value can be A-Line, Hi-Lo, and T-shirt Long Sleeve, and so on.
Sis Lk CP Sales Reg +Promo U	The total of Sister Look regular and promotional units that are planned to sell for this specified product attribute value. This is the approved version of Sister Look WP Sales Reg + Promo U. Sister Look is defined in the Look Maintenance workbook. This is a calculated measure. For example, in the Sister Look, it is planned to sell 500 units at the regular and promotional prices for A-Line Silhouette. The number for this measure should be 500 when the Product Attribute is Silhouette and Attribute Value is A-Line.
Sis Lk CP % to Ttl Sls Reg +Promo U	The percentage of Sis Lk CP Sales Reg +Promo U of the specified attribute value to the sales of all the attribute values. For example, if the Sis Lk Sales Reg + Promo U for A-Line is 500, and the Sis Lk Sales Reg+Promo U for all the attributes in Silhouette is 2000, the percentage for this measure is 25%.
Sis Lk CP Sales Reg +Promo R	The total of Sister Look regular and promotional retail that are planned to sell for this specified product attribute value. This is the approved version of Sister Look WP Sales Reg + Promo R. Sister Look is defined in the Look Maintenance workbook. This is a calculated measure. For example, in the Sister Look, it is planned to sell $5500 at the regular and promotional price for A-Line Silhouette. The number for this measure should be $5500 when the Product Attribute is Silhouette and Attribute Value is A-Line.
Sis Lk CP % to Ttl Sls Reg +Promo R	The percentage of Sis Lk CP Sales Reg +Promo R of the specified attribute value to the sales of all the attribute values. For example, if the Sis Lk Sales Reg + Promo R for A-Line is $5500, and the Sis Lk Sales Reg+Promo R for all the attributes in Silhouette is $27500, the percentage for this measure is 20%.
Sis Lk CP Sales Reg +Promo AUR	Sister Look Regular and Promo Sales Average Unit Retail by product attribute; the average price at which a group of products are sold.
Sis Lk CP Cust Returns %	The percentage of Sis Lk CP Cust Returns R to the Sis Lk CP Sales R by product attributes.
Sis Lk CP Cust Returns U	Sister Look Customer Returns Unit by product attribute.
Sis Lk CP Cust Returns R	Sister Look Customer Returns Retail by product attribute.
Sis Lk CP Cust Returns AUR	Sister Look Customer Returns Average Unit Retail by product attribute.
Sis Lk CP Sales Reg +Promo Net Cust Ret U	The total of Sister Look regular and promotional units that are sold for this specified product attribute value, minus the customer return units for this attribute. Sister Look is defined in the Look Maintenance workbook. This is a calculated measure. For example, the regular plus promotion sales units are 500, and the customer returns units are 50. The Sis Lk CP Sales Reg + Promo Net Cust Returns U is 500-50=450.
Sis Lk CP % to Ttl Sls Reg +Promo Net Cust Ret U	The percentage of Sis Lk CP Sales Reg +Promo Net Cust Ret U of the specified attribute value to the sales of all the attribute values. For example, if the Sis Lk Sales Reg +Promo Net Cust Ret U for A-Line is 450, and the Sis Lk Sales Reg +Promo Net Cust Ret U for all the attributes in Silhouette is 1800, the percentage for this measure is 25%.
Sis Lk CP Sales Reg +Promo Net Cust Ret R	The total of Sister Look regular and promotional retail that are sold for this specified product attribute value, minus the customer return retail for this attribute. Sister Look is defined in the Look Maintenance workbook. This is a calculated measure. For example, the regular plus promotion sales retail is $5500, and the customer returns retail is $1000. The Sis Lk CP Sales Reg + Promo Net Cust Returns R is $2500+$3000-$1000=$4500.
Sis Lk CP % to Ttl Sls Reg +Promo Net Cust Ret R	The percentage of Sis Lk CP Sales Reg +Promo Net Cust Ret R of the specified attribute value to the sales of all the attribute values. For example, if the Sis Lk Sales Reg +Promo Net Cust Ret R for A-Line is $4500, and the Sis Lk Sales Reg +Promo Net Cust Ret R for all the attributes in Silhouette is $22500, the percentage for this measure is 20%.
Sis Lk CP Sales Reg +Promo Net Cust Ret AUR	Sister Look Regular and Promo minus Customer Returns Sales Average Unit Retail by product attribute; the average price a group of products are sold at considering the returned items.
Sis Lk CP # of Style-Colors	How many style-colors were sold in this subclass of the Sister Look.

Review Sister Look by Customer View

This view focuses on the sales and profitability history of prior assortments for the Sister Looks by Customer Segment, Subclass (or higher), and Cluster (or higher).

Figure 6-10 Review Sister Look by Customer View

Table 6-9 lists the measures available in this view.

Table 6-9 Review Sister Look by Customer View Measures

Label	Description
Sis Lk CP Sales Reg +Promo U	Sales Units planned for specified Customer Segment and Product Attribute of the Sister Look. Previously in the Assortment Setup workbook, certain product attribute values are selected to define each customer segment. Based on that, the Sister Look items which matched the attribute value will be counted to calculate this measure. For example, in the Assortment Setup workbook, Slim and Athlete are selected as Fit product attribute for Customer Segment Fitness Centric. For Sister Look 1, among 1000 planned items sales unit, there are 300 units of Slim and 150 of Athlete. When reviewing for product Attribute Fit, this measure will be 450.
Sis Lk CP % to Ttl Sls Reg +Promo U	The percentage of Sis Lk CP Sales Reg + Promo U of the specified attribute value to the sales of all the attribute values. For example, in the Assortment Setup workbook, Slim and Athlete are selected as Fit product attribute for Customer Segment Fitness Centric. For Sister Look 1, among 1000 planned items sales unit, there are 300 units of Slim and 150 of Athlete. When reviewing for product Attribute Fit, this measure will be 45%.
Sis Lk CP Sales Reg +Promo R	Amount planned for the specified Customer Segment and Product Attribute of the Sister Look. Previously in the Assortment Setup workbook, certain product attribute values are selected to define each customer segment. Based on that, the items with any matched attribute value will be counted to calculate this measure. For example, in the Assortment Setup workbook, Slim and Athlete are selected as Fit product attribute for Customer Segment Fitness Centric. For Sister Look 1, among $10000 sold items, there are $3000 of items which are Slim and $1500 are Athlete. When reviewing for product Attribute Fit, this measure will be $4500.
Sis Lk CP % to Ttl Sls Reg +Promo R	The percentage of Sis Lk CP Sales Reg + Promo R of the specified attribute value to the sales of all the attribute values. For example, in the Assortment Setup workbook, Slim and Athlete are selected as Fit product attribute for Customer Segment Fitness Centric. For Sister Look 1, among $10000 sold items, there are $3000 of items which are Slim and $1500 are Athlete. When reviewing for product Attribute Fit, this measure will be 45%.
Sis Lk CP Sales Reg +Promo AUR	Sister Look Regular and Promo Sales Average Unit Retail by product attribute; the average price at which a group of products are sold.
Sis Lk CP # of Style-Colors	Number of style-colors which have the selected product attribute values for the customer segment of the Sister Look.

Look Tab

This tab shows the Buyer the start and end dates, their duration in days, the prior look and the Sister Look for each look in this workbook. The start and end date for a style launching in a given look is defaulted to the look's start and end dates. The dates can be adjusted.

Review Look View

This is the only view on this tab. This view matches the Define Look(s) view in the Look Management task.

Figure 6-11 Review Look View

Table 6-10 lists the measures available in this view.

Table 6-10 Review Look View Measures

Label	Description
Look Description	High level description of the Look. This description is entered by the user in the Look Maintenance workbook. The string measure is read-only.
Look Start Date	Date upon which the Look begins. This measure is entered and committed by the user in the Look Maintenance workbook.
Look End Date	Date upon which the Look ends. This measure is entered and committed by the user in the Look Maintenance workbook.
Look Duration (Days)	The time period during which the Look is active. The value is calculated by Look Start Date and Look End Date. This measure is planned and committed by the user in the Look Maintenance workbook.
Prior Look	Look that occurs before this Look. This measure is entered and committed by the user in the Look Maintenance workbook.
Sister Look	Sister Look to be used to seed values for this Look. This measure is entered and committed by the user in the Look Maintenance workbook.

Step 2 - Set Assortment Size

In this step, the Buyer uses planned or historical sales and/or capacity (fixtures, pages, boards, and so on) to determine (using a calculation with multiple options and an override) the targeted size of the each wedge.

There are two supported methods for setting the assortment size: Run of Sales and Fixture Capacity.

Run of Sales

There are four components to the Run of Sales approach:

• Determine an average run of sales per style-color in the assortment.

• Select a total sales plan for this Look.

• Divide the total sales plan by the average run of sales per style-color.

• Review or revise the resulting recommended assortment size.

There are a variety of ways to calculate the inputs (the first two bullets) such as allowing the Senior Buyer's decisions from the Shopping List spread down to each cluster or use last year, a Sister Look, a prior Look, or a Location Plan and so on. The Buyer is able to adjust the inputs manually as well as override the resulting style-color count.

The sales capability enables the Buyer to use gross or net sales in calculating the assortment size. Net sales equals gross sales minus customer returns (additional layers can be added to this calculation). There are three sales tabs, one for Brick & Mortar, one for Direct, and one for Wholesale/Franchise. All clusters have the options to apply the gross sales minus the customer returns. All clusters can be planned on either tab, with the Net Sales measure being the same measure on both tabs, so updating Net Sales on one tab will show the same result in the Net Sales measure on the other tab. Consider the two tabs to be a difference of approaches.

Fixture Capacity

There are three steps to the Run of Sales approach with Net Sales versus Gross Sales leading to Net Sales:

• Review/assign fixtures for each Look or Look Group (this likely was defaulted from an external source or by an Administrator).

• Review/revise the capacity, in units, of each fixture in units (this likely was defaulted from an external source or by an Administrator).

• Review/adjust the result of dividing the fixture capacity by the ratio of capacity per assorted style-color.

The Fixture capacity serves as a range of the number of style-colors a store can handle based on the fixture information provided. The store needs a minimum of items for the aesthetics presentation reason, and a maximum of items for the inventory and fixture capacity reason. The user can choose to use both Sale and Fixture Capacity when deciding the assortment size.

Set Assortment Size

Throughout the Set Assortment Size step, you are able to compare both the Run of Sales methods (Net or Gross) and Fixture Capacity approach to identify an appropriate assortment size. You also can choose to ignore those methods and just set an assortment size that you have determined externally. Either way, AP will use net out the carried over items from the assortment size so you can track how many new styles and style-colors must be found to fill out your ideal assortment size.

This step has the following tabs and views:

• Brick & Mortar Sales Tab:

  • Determine # of Styles-Colors using Sales View

• Brick & Mortar Capacity Tab:

  • Review Space Capacity & Constraints View

  • Assign # of Fixtures View

  • Determine # of Styles-Colors using Capacity View

• Direct Sales Tab:

  • Determine # of Styles-Colors using Sales View

• Wholesale/Franchise Tab:

  • Determine # of Styles-Colors using Sales View

Custom Menu Option

This step has one custom menu option.

Seed Plan

This menu option, available on all four tabs, enables the Senior Buyer to use Last Year's sales for the same time period of each look, the Shopping List plan, or the Location Plan (loaded from the Location Planning solution for the same time period as the Look or created in the administrative section by spreading the Merchandise Financial Plan to store level using historical sales and sister stores) to calculate the logical number of style-colors that should be carried in the assortment. The Senior Buyer can evaluate all three options and use any of them or override the result with another number.

Brick & Mortar Sales Tab

This tab defaults to a Brick & Mortar Sales approach (Net Sales) for calculating a run of sales used to estimate the assortment size for each Look, with of the option of using:

• Last Year's sales for the same time period of each look.

• Sales from the Shopping List of each look.

• Location Plan Sales (loaded from the Location Planning solution for the same time period as the look or created in the administrative section) to calculate the logical number of style-colors that should be carried in the assortment.

If you wish to use a Gross Sales less Customer Returns process to calculate Net Sales, use the Plan Customer Returns measure profile.

A Sister Look is used if you want to copy a prior look that meets your needs or if you want to maintain a consistent assortment size across several looks even though you plan to add/drop style-colors in each look.

Determine # of Styles-Colors using Sales View

This is the only view on this tab.

Figure 6-12 Determine # of Styles-Colors using Sales View

Table 6-11 lists the measures available in this view.

Table 6-11 Determine # of Styles-Colors using Sales View Measures

Label	Description
WP Seed Plan	User-entered Boolean measure. If checked, the WP Sales plan can be seeded from sources such as PoC Plan or Last Year. If the user chooses to not seed the Sales plan, the user will need to enter the measures. This measure is available at the All product/Cluster Parent/Look level.
WP Seed Plan From	This is a user-selected pick-list measure. The pick-list options include PoC Plan and Last Year. PoC Plan is loaded or can be planned in the Create PoC Target workbook. Last Year sales measures are loaded. After seeding the sales measures, the user still has the option to override the seeded measures. Note that both the WP Seed Plan measure and WP Seed Plan From measure need to be specified in order to execute the Seed Plan custom menu. This measure is available at the All product/Cluster Parent/Look level.
WP Sales Reg +Promo U	The Working Plan version of the total sales of regular and promotion sales units. The value of this measure can be seeded from the custom menu, PoC Plan or Last Year, or it can be entered manually. Making adjustments to this measure will lead to the change of the WP # of Style-Colors measure.
SL CP Sales Reg +Promo U	The Shopping List approved regular and promotional sales units. The measure is planned and approved in the Create Shopping List workbook. It is at the Cluster Parent/Subclass/Look level.
WP Sales Reg +Promo U var SL CP %	The ratio of the part that WP Sales Reg + Promo U exceeds SL CP Sales Reg +Promo U to SL CP Sales Reg +Promo U. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo U. For example, if WP Sales Reg +Promo U is 150 and SL CP Sales Reg +Promo U is 100, the measure will be 50%.
PoC CP Sales Reg +Promo U	The total of regular and promotional sales units that are planned to sell in the Current Plan of the Point of Commerce Plan (Location Plan). This measure is read only. It is loaded or planned in the Create PoC Target workbook.
WP Sales Reg +Promo U var PoC CP %	The percentage of the part that WP Sales Reg + Promo U exceeds PoC CP Sales Reg +Promo U to PoC CP Sales Reg +Promo U. Making adjustment to this measure will lead to the change of the WP Sales Reg +Promo U measure. For example, if WP Sales Reg +Promo U is 150 and PoC CP Sales Reg +Promo U is 100, the measure will be 50%.
LY Sales Reg +Promo U	The total of the regular and promotional sales units that were sold Last Year.
WP Sales Reg +Promo R	The Working Plan version of total sales of regular and promotion sales retail. The value of this measure can be seeded from the custom menu, PoC Plan or Last Year, or it can be entered manually. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo U.
SL CP Sales Reg +Promo R	The Shopping List approved regular and promotional sales retail. The measure is planned and approved in the Create Shopping List workbook. It is at the Cluster Parent/Subclass/Look level.
WP Sales Reg +Promo R var SL CP %	The ratio of the part that WP Sales Reg + Promo R exceeds SL CP Sales Reg +Promo R to SL CP Sales Reg +Promo R. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo R. For example, if WP Sales Reg +Promo R is $1500 and SL CP Sales Reg +Promo R is $1000, the measure will be 50%.
PoC CP Sales Reg +Promo R	The total of regular and promotional sales retail that are planned to sell in the Current Plan of the Point of Commerce Plan (Location Plan). This measure is read-only. It is loaded or planned in the Create PoC Target workbook.
WP Sales Reg +Promo R var PoC CP %	The percentage of the part that WP Sales Reg + Promo R exceeds PoC CP Sales Reg +Promo R to PoC CP Sales Reg +Promo R. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo R. For example, if WP Sales Reg +Promo R is $1500 and PoC CP Sales Reg +Promo R is $1000, the measure will be 50%.
LY Sales Reg +Promo R	The total of regular and promotional sales retail that were sold Last Year.
WP Sales Reg +Promo R var LY %	The percentage of the part that WP Sales Reg + Promo R exceeds LY Sales Reg +Promo R to LY Sales Reg +Promo R. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo R. For example, if WP Sales Reg +Promo R is $1500 and LY Sales Reg +Promo R is $1000, the measure will be 50%.
WP Sales Reg +Promo AUR	Working Plan version Regular and Promo Sales Average Unit Retail. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo U.
SL CP Sales Reg +Promo AUR	Shopping List approved Regular and Promo Sales Average Unit Retail. The measure is planned and approved in the Create Shopping List workbook. It is at the Cluster Parent/Subclass/Look level.
PoC CP Sales Reg +Promo AUR	Point of Commerce Plan (Location Plan) Current Plan version Regular and Promo Sales Average Unit Retail.
LY Sales Reg +Promo AUR	Laster Year Regular and Promo Sales Average Unit Retail.
WP PoC Count	This is the number of stores in the cluster parent. This is calculated in the Clustering workbook. Making adjustment to this measure will lead to the change of WP # of Style-Colors.
WP Weeks on Sale	Working Plan version of the number of weeks on sale. This is calculated from Look Start and End Dates. Making adjustment to this measure will lead to the change of WP # of Style-Colors.
WP Calc'd RoS	Rate of Sales describes the average speed of one or multiple products being sold. In the Build Wedge workbook, WP Calc'd RoS will be calculated at the subclass, Cluster Parent and Look level. It represents how many unique Style-Colors this subclass and cluster parent would sell per week. This measure is read only. It can be overwritten in the WP RoS measure.
WP RoS	This measure is seeded from WP Calc'd RoS. The Planner can edit WP RoS and this measure is used to calculate the WP # of Style-Colors. If WP RoS is populated, the value will be used as Rate of Sale to calculate WP # of Style-Colors. If WP RoS is not populated, the value in WP Calc'd RoS will be used as Rate of Sale to calculate WP # of Style-Colors. Both WP RoS and WP # of Style-Colors are editable and if one measure is edited the other recalculates. In addition, if Sales Reg +Promo is modified both measures are also recalculated.
WP # of Style-Colors	The Working Plan version number of Style-Colors represents the number of distinct style-colors that will be assorted for this Look and Cluster Parent. This is a key measure of this worksheet. It is calculated from the following measures: If WP Use Sales Net Cust Ret U to calc # of Style-Colors is checked, WP # of Style-Colors is calculated as WP Sales Reg +Promo Net Cust Ret U divided by the product of Store Count based on Current Cluster, Weeks on Sale, and Rate of Sale. If not, WP # of Style-Colors is calculated as WP Sales Reg +Promo U divided by the product of Store Count based on Current Cluster, Weeks on Sale, and Rate of Sale. Note that Rate of Sales is discussed in details in the WP RoS measure. Making adjustment to this measure will lead to the change of WP RoS.
Sister Look	This measure specifies the Sister Look of the planning Look. The Sister Look is defined in the Look Maintenance workbook. This measure is available at the All Product/Cluster/Look level.
Sis Lk CP # of Style-Colors	The Current Plan version of the Style-Color number calculated for the specified Sister Look. This measure is available at the All Product/Cluster Parent/Look level. For example, Look 1 is the Sister Look of Look 2 and the CP # of Style-Colors measure is 200 for Cluster Parent A. When assorting for Look 2, this measure, Sis Lk CP # of Style-Colors, should be 200 for Cluster Parent A as well.
WP Use Sister Look	The user will check this Boolean measure to indicate using the Sister Look Current Plan version of the Style-Colors number. If WP Use Sister Look is selected, the Sister Look value is spread proportionally based on the WP # of Style-Colors planned at the Subclass level.
WP Net # of Style-Colors	The final result of the number of Style-Colors to review. The value of this measure equals WP # of Style-Colors unless Use Sister Look is selected. If Sister Look is selected, use the proportionally spread Sister Look # of Style-Colors.

Brick & Mortar Capacity Tab

On this tab, the Buyer is able to use a capacity based approach to determine an optimal number of style-colors for each Wedge's assortment (or allows the Senior Buyer's Shopping List planned assort size spread down to the Wedge). It is a three step process:

1. Review the capacity and constraints for each potential fixture (or page and so on) that could be used in each Look. The capacities and constraints are set administratively or loaded from an external source.

2. Select (if not done administratively or loaded from a Space planning solution) the fixtures used in this Look.

3. Review the calculated (based on the fixtures assigned to this Look or to a Sister Look) assortment size and/or override the calculated assortment size.

   A Sister Look is used if you want to copy a prior Look that meets your needs or if you want to maintain a consistent assortment size across several Looks even though you plan to add/drop style-colors in each Look.

Review Space Capacity & Constraints View

In this view, the Buyer can review the capacity and constraints for each potential fixture that could be used in each Look. The capacities and constraints are set administratively or loaded from an external space planning solution.

Figure 6-13 Review Space Capacity & Constraints View

Table 6-12 lists the measures available in this view.

Table 6-12 Review Space Capacity & Constraints View Measures

Label	Description
Min Units per Fixture	Minimum number of Style-Colors the fixture supports. This measure is defined in the Assortment Setup workbook.
Max Units per Fixture	Maximum number of Style-Colors the fixture supports. This measure is defined in the Assortment Setup workbook.
Min Style-Colors per Fixture	Minimum number of Units the fixture supports. This measure is defined in the Assortment Setup workbook.
Max Style-Colors per Fixture	Maximum number of Units the fixture supports. This measure is defined in the Assortment Setup workbook.
Fixture Dimensions	Size dimensions of the fixture.This measure is defined in the Assortment Setup workbook.

Assign # of Fixtures View

In this view, the Buyer assigns the fixtures used in this Look, if not done administratively or loaded from an external space planning solution (or allows the Senior Buyer's Shopping List planned assort size decisions spread down to the Wedge).

Figure 6-14 Assign # of Fixtures View

Table 6-13 lists the measures available in this view.

Table 6-13 Assign # of Fixtures View Measures

Label

Description

WP # of Fixtures

Working Plan version Number of Fixtures at Subclass and Cluster Parent level. This measure is later used to calculate the Minimum and Maximum number of Style-Colors of the Look at Cluster Parent/Subclass level. For example, Subclass Short Sleeve T-Shirt will take 1 Round Table and 2 Hanging Bar on average for a high volume cluster, Cluster A/Cold/Urban. The user will enter 1 for fixture Round Table and 2 for Hanging Bar.

Determine # of Styles-Colors using Capacity View

In this view, the Senior Buyer reviews the calculated assortment size (based on the fixtures assigned to this Look or to a Sister Look) and/or overrides the calculated assortment size.

A Sister Look is used if you want to copy a prior Look that meets your needs or if you want to maintain a consistent assortment size across several Looks even though you plan to add/drop style-colors in each Look.

Figure 6-15 Determine # of Styles-Colors using Capacity View

Table 6-14 lists the measures available in this view.

Table 6-14 Determine # of Style-Colors using Capacity View Measures

Label	Description
WP Calc'd Min Style-Colors	Minimum number of Style-Colors the Subclass should have for this Cluster. The value is calculated by multiplying WP # of Fixtures by Min Style-Colors per Fixture, which is defined in the Assortment Setup workbook. This is the lower boundary of the number of Style-Colors in the Look at Subclass and Cluster level.
WP Calc'd Max Style-Colors	Maximum number of Style-Colors the Subclass should have for this Cluster. The value is calculated by multiplying WP # of Fixtures by Max Style-Colors per Fixture, which is defined in the Assortment Setup workbook. This is the upper boundary of the number of Style-Colors in the Look at Subclass and Cluster level.
WP Calc'd Min Units	Minimum Units the subclass should have for this Cluster. The value is calculated by multiplying WP # of Fixtures by Min Units per Fixture, which is defined in the Assortment Setup Workbook.
WP Calc'd Max Units	Maximum Units the subclass should have for this Cluster. The value is calculated by multiplying WP # of Fixtures by Max Units per Fixture, which is defined in the Assortment Setup Workbook.
WP # of Style-Colors	This is the same as the measure in the Determine # of Style-Colors using Sales view. The Working Plan version number of Style-Colors represents the number of distinct style-colors that will be assorted for this Look and Cluster. Making an adjustment to this measure will lead to the change of WP RoS. An alert will be triggered if the value of this falls outside of the range of WP Calc'd Min Style-Colors and WP Calc'd Max Style-Colors.
Sister Look	This is the same as the measure in the Determine # of Style-Colors using Sales view. This measure specifies the Sister Look of the planning Look. The Sister Look is defined in the Look Maintenance workbook. This measure is available at the All Product/Cluster/Look level.
Sis Lk CP # of Style-Colors	This is the same as the measure in the Determine # of Style-Colors using Sales view. The Current Plan version of Style-Color number calculated for the specified Sister Look. This measure is available at All Product/Cluster/Look level. For example, Look 1 is the Sister Look of Look 2 and the CP # of Style-Colors measure is 200 for Cluster A. When assorting for Look 2, this Sis Lk CP # of Style-Colors measure should be 200 for Cluster A as well.
WP Use Sister Look	This is the same as the measure in the Determine # of Style-Colors using Sales view. The user will check this Boolean measure to indicate to use the Sister Look Current Plan version of Style-Colors number. If WP Use Sister Look is selected, the Sister Look value is spread proportionally based on the WP # of Style-Colors planned at the Subclass level. This measure is available at the All Product/Cluster/Look level.
WP Net # of Style-Colors	This is the same as the measure in the Determine # of Style-Colors using Sales view. The value of this measure equals WP # of Style-Colors unless Use Sister Look is selected. If Sister Look is selected, use the proportionally spread Sister Look # of Style-Colors.

Direct Sales Tab

This tab defaults to a Net Sales approach (Gross Sales minus Returns equals Net Sales; further measures can be subtracted from Gross Sales through configuration) for calculating a run of sales used to estimate the assortment size for each wedge, (or allows the Senior Buyer's Shopping List planned assort size spread down to the Wedge), with of the option of using:

• Last Year's gross sales and customer returns for the same time period of each look.

• Gross Sales and customer returns from the Sister Look of each look.

• Location Plan Gross Sales and customer returns (loaded from the Location Planning solution for the same time period as the look or created in the administrative section) to calculate the logical number of style-colors that should be carried in the assortment.

A Sister Look is used if you want to copy a prior Look that meets your needs or if you want to maintain a consistent assortment size across several looks even though you plan to add/drop style-colors in each look.

Determine # of Styles-Colors using Sales View

This is the only view for this tab.

Figure 6-16 Determine # of Styles-Colors using Sales View

Table 6-15 lists the measures available in this view.

Table 6-15 Determine # of Styles-Colors using Sales View Measures

Label	Description
WP Seed Plan	User-entered Boolean measure. If checked, the WP Sales plan can be seeded from sources such as Shopping List, PoC Plan, or Last Year. If the user chooses to not seed the Sales plan, the user will need to enter the measures. This measure is available at the All product/Cluster Parent/Look level.
WP Seed Plan From	This is a user-selected pick-list measure. The pick-list options include Shopping List, PoC Plan, and Last Year. After executing the Seed Plan custom menu to seed the sales measures, the user still has the option to override the seeded measures. Note that both the WP Seed Plan measure and WP Seed Plan From measure need to be specified in order to execute the Seed Plan custom menu. This measure is available at the All product/Cluster Parent/Look level. If the selection is to seed the plan from the Shopping List, the custom menu will populate the styles selected for the look/cluster parent in Shopping List and select any style-colors under these styles with a status of New/Carryover. Also, if the style-colors do not have start/end date as this process, it will populate the start/end date for all style-colors within a style selected in the Shopping List.
WP Sales Reg +Promo U	The Working Plan version of the total sales of regular and promotion sales units. The value of this measure can be seeded in the custom menu, Shopping List, PoC Plan, or Last Year, or it can be entered manually. Making adjustments to this measure will lead to the change of the WP # of Style-Colors measure.
SL CP Sales Reg +Promo U	The Shopping List approved regular and promotional sales units. The measure is planned and approved in the Create Shopping List workbook. It is at the Cluster Parent/Subclass/Look level.
WP Sales Reg +Promo U var SL CP %	The ratio of the part that WP Sales Reg + Promo U exceeds SL CP Sales Reg +Promo U to SL CP Sales Reg +Promo U. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo U. For example, if WP Sales Reg +Promo U is 150 and SL CP Sales Reg +Promo U is 100, the measure will be 50%.
WP Sales Reg +Promo R	The Working Plan version of total sales of regular and promotion sales retail. The value of this measure can be seeded from the custom menu, Shopping List, PoC Plan, or Last Year, or it can be entered manually. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo U.
SL CP Sales Reg +Promo R	The Shopping List approved regular and promotional sales retail. The measure is planned and approved in the Create Shopping List workbook. It is at the Cluster Parent/Subclass/Look level.
WP Sales Reg +Promo R var SL CP %	The ratio of the part that WP Sales Reg + Promo R exceeds SL CP Sales Reg +Promo R to SL CP Sales Reg +Promo R. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo R. For example, if WP Sales Reg +Promo R is $1500 and SL CP Sales Reg +Promo R is $1000, the measure will be 50%.
WP Sales Reg +Promo AUR	Working Plan version Regular and Promo Sales Average Unit Retail. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo U.
SL CP Sales Reg +Promo AUR	Shopping List approved Regular and Promo Sales Average Unit Retail. The measure is planned and approved in the Create Shopping List workbook. It is at the Cluster Parent/Subclass/Look level.
WP Cust Returns %	The Working Plan percentage of Customer Returns Retail to the Total Sales Retail. This measure is seeded from Shopping List, PoC or LY, and can be edited by the user.
SL CP Cust Returns %	The Shopping List approved percentage of Customer Returns Retail to the Total Sales Retail.
WP Cust Returns U	The Working Plan Customer Returns Unit. This measure is seeded from Shopping List, PoC or LY, and can be edited by the user.
SL CP Cust Returns U	Shopping List approved Customer Returns Unit.
WP Cust Returns U var SL CP %	The ratio of the part that WP Cust Returns U exceeds SL CP Cust Returns U to SL CP Cust Returns U. Making adjustment to this measure will lead to the change of WP Cust Returns U.
WP Cust Returns R	The Working Plan Customer Returns Retail. This measure is seeded from Shopping List, PoC, or LY, and can be edited by the user.
SL CP Cust Returns R	Shopping List approved Customer Returns Retail.
WP Cust Returns R var SL CP %	The ratio of the part that WP Cust Returns R exceeds SL CP Cust Returns R to SL CP Cust Returns R. Making adjustment to this measure will lead to the change of WP Cust Returns R.
WP Cust Returns AUR	The Working Plan Customer Returns Average Unit Retail.
SL CP Cust Returns AUR	Shopping List approved Customer Returns Average Unit Retail.
WP Sales Reg +Promo Net Cust Ret U	WP Sales Reg +Promo U minus WP Cust Returns U.
SL CP Sales Reg +Promo Net Cust Ret U	The total of Shopping List approved regular and promotional units for this cluster, minus the customer return units for this cluster. For example, the regular and promotion sales units are 2000 and 3000 respectively. The customer returns units is 500. The SL CP Sales Reg +Promo Net Cust Ret U is 2000+3000-500=4500.
WP Sales Reg +Promo Net Cust Ret U var SL CP %	The ratio of the part that WP Sales Reg +Promo Net Cust Ret U exceeds SL CP Sales Reg +Promo Net Cust Ret U to SL CP Sales Reg +Promo Net Cust Ret U. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo Net Cust Ret U.
WP Sales Reg +Promo Net Cust Ret R	WP Sales Reg +Promo R minus WP Cust Returns R.
SL CP Sales Reg +Promo Net Cust Ret R	The total of Shopping List approved regular and promotional retail for the cluster, minus the customer return retail. For example, the regular and promotion sales retail are $25,000 and $30,000 respectively. The customer returns retail is $10,000. The SL CP Sales Reg + Promo Net Cust Returns R is $25,000+$30,000-$10,000=$45,000.
WP Sales Reg +Promo Net Cust Ret R var SL CP %	The ratio of the part that WP Sales Reg +Promo Net Cust Ret R exceeds SL CP Sales Reg +Promo Net Cust Ret R to SL CP Sales Reg +Promo Net Cust Ret R. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo Net Cust Ret R.
WP Sales Reg +Promo Net Cust Ret AUR	Working Plan Regular and Promo Sales minus Customer Returns Sales Average Unit Retail; the average price a group of products are sold at considering the returned items.
SL CP Sales Reg +Promo Net Cust Ret AUR	Shopping List approved Regular and Promo Sales minus Customer Returns Sales Average Unit Retail; the average price a group of products are sold at considering the returned items.
WP Use Net Sales to calc # of Style-Colors	This Boolean measure indicates if the size of the assortment should be calculated using the sales measure considering customer returns. If it is checked, WP # of Style-Colors is calculated using WP Sales Reg +Promo Net Cust Ret U. If it is not checked, WP # of Style-Colors is calculated using WP Sales Reg +Promo U.
WP PoC Count	This is the number of stores in the cluster. This is calculated in the Clustering workbook. For Wholesale and Franchise clusters, the value of this measure will be 1. Making adjustment to this measure will lead to the change of WP # of Style-Colors.
WP Weeks on Sale	Working Plan version of the number of weeks on sale. This is calculated from Look Start and End Dates. Making adjustment to this measure will lead to the change of WP # of Style-Colors.
WP Calc'd RoS	Rate of Sales describes the average speed of one or multiple products being sold. In the Build Wedge workbook, WP Calc'd RoS will be calculated at the Subclass, Cluster, and Look level. It represents how many unique Style-Colors this subclass and cluster would sell per week. This measure is read only. It can be overwritten in the WP RoS measure.
WP RoS	This measure is seeded from WP Calc'd RoS and can be edited by the user. This measure is used to calculate the WP # of Style-Colors. If WP RoS is populated, the value will be used as Rate of Sale to calculate WP # of Style-Colors. If WP RoS is not populated, the value in WP Calc'd RoS will be used as Rate of Sale to calculate WP # of Style-Colors. Both WP RoS and WP # of Style-Colors are editable, and if one measure is edited, the other recalculates. In addition, if Sales Reg +Promo is modified, both measures are also recalculated.
WP # of Style-Colors	The Working Plan version number of Style-Colors represents the number of distinct style-colors that will be assorted for this Look and Cluster Parent. This is a key measure of this view. It is calculated from the measures previously listed. If WP Use Sales Net Cust Ret U to calc # of Style-Colors is checked, WP # of Style-Colors is calculated as WP Sales Reg +Promo Net Cust Ret U divided by the product of Store Count based on Current Cluster, Weeks on Sale, and Rate of Sale. If not, WP # of Style-Colors is calculated as WP Sales Reg +Promo U divided by the product of Store Count based on Current Cluster, Weeks on Sale, and Rate of Sale. Note that Rate of Sales is described in details in the WP RoS measure. Making adjustment to this measure will lead to the change of WP RoS.
Sister Look	This measure specifies the Sister Look of the planning Look. The Sister Look is defined in the Look Maintenance workbook. This measure is available at the All Product/Cluster/Look level.
Sis Lk CP # of Style-Colors	The Current Plan version of the Style-Color number calculated for the specified Sister Look. This measure is available at the All Product/Cluster Parent/Look level. For example, Look 1 is the Sister Look of Look 2 and the CP # of Style-Colors measure is 200 for Cluster Parent A. When assorting for Look 2, this measure, Sis Lk CP # of Style-Colors, should be 200 for Cluster Parent A as well.
WP Use Sister Look	The user checks this Boolean measure to indicate using the Sister Look Current Plan version of the Style-Colors number. If WP Use Sister Look is selected, the Sister Look value is spread proportionally based on the WP # of Style-Colors planned at the Subclass level.
WP Net # of Style-Colors	The final result of the number of Style-Colors to review. The value of this measure equals WP # of Style-Colors unless Use Sister Look is selected. If Sister Look is selected, use the proportionally spread Sister Look # of Style-Colors.

Wholesale/Franchise Tab

This tab defaults to a Wholesale/Franchise Sales approach (Net Sales) for calculating a run of sales used to estimate the assortment size for each Look, with of the option of using the following:

• Last Year's sales for the same time period of each look.

• Location Plan Sales (loaded from the Location Planning solution for the same time period as the look or created in the administrative section) to calculate the logical number of style-colors that should be carried in the assortment.

• Shopping List approved sales for the subclass/cluster parent/look.

If you wish to use a Gross Sales less Customer Returns process to calculate Net Sales, use the Plan Customer Returns measure profile.

Sister Look is used if you want to copy a prior Look that meets your needs or if you want to maintain a consistent assortment size across several looks even though you plan to add/drop style-colors in each look.

Determine # of Styles-Colors using Sales View

This is the only view on the tab.

Figure 6-17 Determine # of Styles-Colors using Sales View

Table 6-16 lists the measures available in this view.

Table 6-16 Determine # of Style-Colors using Sales View Measures

Label	Description
WP Seed Plan	User-entered Boolean measure. If checked, the WP Sales plan can be seeded from sources such as Shopping List, PoC Plan, or Last Year. If the user chooses to not seed the Sales plan, the user will need to enter the measures. This measure is available at the All product/Cluster Parent/Look level.
WP Seed Plan From	This is user-selected picklist measure. The picklist options include Shopping List, PoC Plan, and Last Year. After executing the Seed Plan custom menu to seed the sales measures, the user still has the option to override the seeded measures. Note that both the WP Seed Plan and WP Seed Plan From measures need to be specified in order to execute the Seed Plan custom menu. This measure is available at All product/Cluster Parent/Look level.
WP Sales Reg +Promo U	The Working Plan version of total sales of regular and promotion sales units. The value of this measure can be seeded in the custom menu, Shopping List, PoC Plan, or Last Year, or it can be entered manually. Making adjustments to this measure will lead to the change of the WP # of Style-Colors measure.
SL CP Sales Reg +Promo U	The Shopping List approved regular and promotional sales units. The measure is planned and approved in the Create Shopping List workbook. It is at the Cluster Parent/Subclass/Look level.
WP Sales Reg +Promo U var SL CP %	The ratio of the part that WP Sales Reg + Promo U exceeds SL CP Sales Reg +Promo U to SL CP Sales Reg +Promo U. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo U. For example, if WP Sales Reg +Promo U is 150 and SL CP Sales Reg +Promo U is 100, the measure will be 50%.
PoC CP Sales Reg +Promo U	The total of regular and promotional sales units that are planned to sell in the Current Plan of the Point of Commerce Plan (Location Plan). This measure is read-only. It is loaded or planned in the Create PoC Target workbook.
WP Sales Reg +Promo U var PoC CP %	The ratio of the part that WP Sales Reg + Promo U exceeds PoC CP Sales Reg +Promo U to PoC CP Sales Reg +Promo U. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo U. For example, if WP Sales Reg +Promo U is 150 and PoC CP Sales Reg +Promo U is 100, the measure will be 50%.
LY Sales Reg +Promo U	The total of regular and promotional sales units that were sold Last Year.
WP Sales Reg +Promo U var LY %	The percentage of the part that WP Sales Reg + Promo U exceeds LY Sales Reg +Promo U to LY Sales Reg +Promo U. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo U. For example, if WP Sales Reg +Promo U is 150 and LY Sales Reg +Promo U is 100, the measure will be 50%.
WP Sales Reg +Promo R	The Working Plan version of total sales of regular and promotion sales retail. The value of this measure can be seeded from the custom menu, Shopping List, PoC Plan, or Last Year, or it can be entered manually. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo U.
SL CP Sales Reg +Promo R	The Shopping List approved regular and promotional sales retail. The measure is planned and approved in the Create Shopping List. It is at the Cluster Parent/Subclass/Look level.
WP Sales Reg +Promo R var SL CP %	The ratio of the part that WP Sales Reg + Promo R exceeds SL CP Sales Reg +Promo R to SL CP Sales Reg +Promo R. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo R. For example, if WP Sales Reg +Promo R is $1500 and SL CP Sales Reg +Promo R is $1000, the measure will be 50%.
PoC CP Sales Reg +Promo R	The total of regular and promotional sales retail that are planned to sell in the Current Plan of the Point of Commerce Plan (Location Plan). This measure is read-only. It is loaded or planned in the Create PoC Target workbook.
WP Sales Reg +Promo R var PoC CP %	The percentage of the part that WP Sales Reg + Promo R exceeds PoC CP Sales Reg +Promo R to PoC CP Sales Reg +Promo R. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo R. For example, if WP Sales Reg +Promo R is $1500 and PoC CP Sales Reg +Promo R is $1000, the measure will be 50%.
LY Sales Reg +Promo R	The total of regular and promotional sales retail that were sold Last Year.
WP Sales Reg +Promo R var LY %	The percentage of the part that WP Sales Reg + Promo R exceeds LY Sales Reg +Promo R to LY Sales Reg +Promo R. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo R. For example, if WP Sales Reg +Promo R is $1500 and LY Sales Reg +Promo R is $1000, the measure will be 50%.
WP Sales Reg +Promo AUR	Working Plan version Regular and Promo Sales Average Unit Retail. Making adjustment to this measure will lead to the change of WP Sales Reg +Promo U.
SL CP Sales Reg +Promo AUR	Shopping List approved Regular and Promo Sales Average Unit Retail. The measure is planned and approved in the Create Shopping List workbook. It is at the Cluster Parent/Subclass/Look level.
PoC CP Sales Reg +Promo AUR	Point of Commerce Plan (Location Plan) Current Plan version Regular and Promo Sales Average Unit Retail.
LY Sales Reg +Promo AUR	Last Year Regular and Promo Sales Average Unit Retail.
WP PoC Count	This is the number of stores in the cluster. This is calculated in the Clustering workbook. For Wholesale and Franchise clusters, the value of this measure will be 1. Making adjustment to this measure will lead to the change of WP # of Style-Colors.
WP Weeks on Sale	Working Plan version of number of weeks on sale. This is calculated from Look Start and End Dates. Making adjustment to this measure will lead to the change of WP # of Style-Colors.
WP Calc'd RoS	Rate of Sales describes the average speed of one or multiple products being sold. In the Build Wedge workbook, WP Calc'd RoS will be calculated at the Subclass, Cluster, and Look level. It represents how many unique Style-Colors this subclass and cluster would sell per week. This measure is read only. It can be overwritten in the WP RoS measure.
WP RoS	WP RoS is seeded from WP Calc'd RoS and can be edited by the user. This measure is used to calculate WP # of Style-Colors. If WP RoS is populated, the value will be used as the Rate of Sale to calculate WP # of Style-Colors. If WP RoS is not populated, the value in WP Calc'd RoS will be used as the Rate of Sale to calculate WP # of Style-Colors. Both WP RoS and WP # of Style-Colors are editable and if one measure is edited, the other recalculates. In addition, if Sales Reg +Promo is modified, both measures are also recalculated.
WP # of Style-Colors	The Working Plan version number of Style-Colors represents the number of distinct style-colors that will be assorted for this Look and Cluster Parent. This is a key measure of this view. It is calculated from the following measures: If WP Use Sales Net Cust Ret U to calc # of Style-Colors is checked, WP # of Style-Colors is calculated as WP Sales Reg +Promo Net Cust Ret U divided by the product of Store Count based on Current Cluster, Weeks on Sale, and Rate of Sale. If not checked, WP # of Style-Colors is calculated as WP Sales Reg +Promo U divided by the product of Store Count based on Current Cluster, Weeks on Sale, and Rate of Sale. The Rate of Sales is described in detail in the WP RoS measure. Making an adjustment to this measure will lead to the change of WP RoS.
Sister Look	This measure specifies the Sister Look of the planning Look. The Sister Look is defined in the Look Maintenance workbook. This measure is available at the All Product/Cluster/Look level.
Sis Lk CP # of Style-Colors	The Current Plan version of the Style-Color number calculated for the specified Sister Look. This measure is available at the All Product/Cluster Parent/Look level. For example, Look 1 is the Sister Look of Look 2 and the CP # of Style-Colors measure is 200 for Cluster A. When assorting for Look 2, this Sis Lk CP # of Style-Colors measure should be 200 for Cluster A as well.
WP Use Sister Look	The user checks this Boolean measure to indicate using the Sister Look Current Plan version of Style-Colors number. If WP Use Sister Look is selected, the Sister Look value is spread proportionally based on the WP # of Style-Colors planned at the Subclass level. This measure is available at All Product/Cluster/Look level.
WP Net # of Style-Colors	The final result of the number of Style-Colors to review. The value of this measure equals WP # of Style-Colors unless Use Sister Look is selected. If Sister Look is selected, use the proportionally spread Sister Look # of Style-Colors.

Step 3 - Set Wedge Goals

In this step, the Buyer can set goals for any or all product attributes relevant to each Look and Cluster (the level at which Wedges are created). They may be entered by the Buyer or seeded (and then edited) from the Look running the same time last year, from the Senior Buyer's Shopping List attribute goals or from targets that were loaded externally or set administratively.

Color is added for the first time to the product attribute goals as the Senior Buyer is building a Style level Shopping List while the Buyer is assorting each Wedge at the Style-Color level.

• Goals can be set in terms of the number of style-colors for a specific attribute or a percentage of the total number of style-colors.

• Color is maintained on a separate attribute hierarchy as there could be hundreds of colors in the hierarchy as opposed to a just dozen or more of most other attributes.

The Buyer can use these product attribute based goals to assort each Wedge using the Wedge Automation process in Step 4. In Step 4, after the Buyer has gone through the assortment creation (decided the number of style-colors for each cluster and defined product attributes and colors), each of the eligible style-colors will be compared against the Wedge goals, then automatically be picked to satisfy the Wedge goals the best, using the minimum number of style-colors. The goals that are set up in this step are a key measure to guide the assortment of the Wedge.

This step has the following views:

• Seed Target Mix View

• Target Mix by Attribute View

• Target Mix by Color View

Custom Menu Option

This step has one menu option.

Seed Wedge Goals

This custom menu seeds the product attribute and color-based goals from the Look running at the same time last year, from the Shopping List targets created by the Senior Buyer or from attribute based targets that were loaded externally or set administratively. The Buyer can choose to edit directly the results of the seeding process.

Seed Target Mix View

In this view, if seeding the Product Attribute Goals for each Look, the Buyer can choose whether to seed the goals from the Look's attribute goals (which were previously defined in the Look Maintenance workbook) or from last year's sales (last year of the Look's duration.

Figure 6-18 Seed Target Mix View

Table 6-17 lists the measures available in this view.

Table 6-17 Seed Target Mix View Measures

Label	Description
WP Seed Target Mix	This is a Boolean measure which indicates if the target for this subclass/cluster parent should be seeded from somewhere else. If yes, the user will not need to manually enter the target mix. The source of the seed is specified in the WP Seed Target Mix From measure. For example, if the user wants to seed the target mix for Subclass A and manually enter the target mix for Subclass B, the Boolean measure should be checked for Subclass A, and remain un-checked for Subclass B.
WP Seed Target Mix From	This measure specifies the source of the Target Mix. It is only applicable if the Boolean measure, WP Seed Target Mix, is checked. In AP GA version, there are three options, Shopping List, Look, and Last Year. If Shopping List is selected, the target mix percentage will be seeded from the Shopping List approved attribute mix. If Look is selected, the target mix percentage will be seeded from the target that is defined in the Look Maintenance workbook. If Last Year is selected, the target mix percentage will be seeded from Last Year's actual sales and based on each sold product's attribute. For example in the Look Maintenance workbook, the target maximum for the product attribute Silhouette for Look 1 is defined as A-Line 20%, Hi-Lo 20%, and One-Shoulder 60%. In this view, to have subclass A have the same mix percentage, the user will check the WP Seed Target Mix measure and select Look for the WP Seed Target Mix From measure, and then execute the Seed SL Goals custom menu.

Target Mix by Attribute View

In this view, the Buyer can review, along with the Working Plan version of the attributes, three sets of Product Attribute goals: 1) the Look that ran during the same time Last Year; 2) the Look Targets set or loaded administratively and 3) the Working Plan version that was created by the Senior Buyer in the Shopping List). Once the assorted wedges are approved in Step 5, the Working Plan is copied into the Current Plan version of the goals.

Figure 6-19 Target Mix by Attribute View

Table 6-18 lists the measures available in this view.

Table 6-18 Target Mix by Attribute View Measures

Label	Description
Attribute Value	Image or text representation of the attribute.
SL CP Tgt # of Style-Colors	The Shopping List approved target number of Style-Colors of this attribute. This measure is available at the Cluster/Subclass/Look level.
SL CP Tgt % of Style-Colors	The Shopping List approved target % of Style-Colors of this attribute. This measure is available at the Cluster/Subclass/Look level.
WP Tgt # of Style-Colors	Target number of Style-Colors of this attribute at Subclass and Cluster level. The measure is calculated based on WP Tgt % of Style-Colors and WP Net # of Style-Colors from the previous step. Total # of Style-Colors at all Product Attribute level should equal the WP Net # of Style-Colors from the previous step.
WP Tgt % of Style-Colors	Target percentage of Style-Colors of this attribute at the Subclass and Cluster level. Depending on the selection of the WP Seed Target Mix From measure, WP Tgt % of Style-Colors can be seeded from the Look or Last Year in the Custom Menu Option. The WP % Nbr of Style-Colors can be edited by the Merchant/Planner, and should always be normalized. Making adjustment to this measure will lead to the change of WP Tgt # of Style-Colors.

Target Mix by Color View

In this view, the Buyer can review four sets of color goals: 1) the Look that ran during the same time Last Year, 2) the Look Targets set or loaded administratively, 3) the Working Plan version (that was seeded and/or edited by the Buyer), and 4) the Current Plan version. Once the assorted wedges are approved in Step 5, the Working Plan is copied into the Current Plan version of the goals.

Figure 6-20 Target Mix by Color View

Table 6-19 lists the measures available in this view.

Table 6-19 Target Mix by Color View Measures

Label	Description
Color Image	Image or text representation of the color.
WP Tgt # of Style-Colors	Target number of Style-Colors of this color at the Subclass and Cluster level. The measure is calculated based on WP Tgt % of Style-Colors and WP Net # of Style-Colors from the previous Step. Total # of Style-Colors at the all Product Attribute level should equal the WP Net # of Style-Colors from the previous Step. This measure, together with Target # of Style-Colors in the Target Mix by Attribute view, are used during the process of populating the wedge. The automation custom menu will compare the attribute value of each product against the target of the Look, and decide to add which style-colors that match the Look target the best.
WP Tgt % of Style-Colors	Target percentage of Style-Colors of this attribute at the Subclass and Cluster level. The WP % Nbr of Style-Colors can be edited by the Merchant/Planner, and should always be normalized. Making adjustment to this measure will lead to the change of WP Tgt # of Style-Colors.

Step 4 - Fill Wedge

In this step, the Buyer completes the assortment creation process by assorting each Cluster's Wedge with style-color selections from the Shopping List. The Buyer may choose to populate them manually or to use the Wedge Population Automation capability to recommend selections that can be adjusted by the Buyer.

The Buyer may also need to create some of the style-color level positions under each Style using Dynamic Position Maintenance (DPM) which is accessed on the right click menu.

This step has the following tabs and views:

• Fill the Wedge Tab:

  • Fill the Wedge View

  • Style-Color Totals & Financial Budget View

  • Tailor the Wedge View

• Define Style-Colors Tab:

  • Define Style-Colors View

  • Define Style-Colors for Wholesale / Franchise View

  • Color Attribute View

  • Product Attributes View

• Refine Wedge Tab

• Review Wedge Tab:

  • Wedge by Attribute View

  • Wedge by Color View

  • Wedge by Customer View

  • Sister Look Wedge by Attribute View

  • Sister Look Wedge by Color View

  • Sister Look Wedge by Customer View

Custom Menu Options

This step has the following custom menu options:

Spread Plan

This custom menu enables the Buyer to populate the proposed sales plan for each of the placeholder or assorted styles by spreading 1) the Shopping List plan, 2) the Subclass level Merchandise Financial Plan, or 3) last year sales down to the Style-Color level.

Populate Wedge

This custom menu activates the Wedge Population Automation capability (discussed in the Fill the Wedge tab section).

Fill the Wedge Tab

The heart of the Wedge process is found on this tab. Here the Buyer can assort each Wedge from the Shopping List and make key decisions about each Wedge at the Cluster Level (or Cluster Parent) and by Look (or Look Group).

The Buyer selects by Cluster (or Cluster Parent) (which spread down to each Wedge/Cluster):

• Settings used by the Wedge Population Automation to decide which styles to carry and which colors of each style (the Buyer can override the results).

• Seed and then edit by style/style-color (decisions can spread down from the style) the sales potential and the sell-thru goals.

• Time-phase each cluster's wedge - The look's start/end dates default each wedge's start/end dates, but the Buyer can tailor them here to reflect the climate, and so on, represented by each cluster (for example: launch heavy winter coats over several weeks by cluster).

The Buyer views by Wedge (Cluster) or by Cluster Parent (which spread down to each Wedge/Cluster):

• Buy quantities committed to by the Senior Buyer.

• Planned size ranges (standard, extended, and so on).

• Estimated return rates may be recorded here too, if necessary.

These decisions can be made by Cluster, Cluster Parent, or in total. The decisions are spread down from Total or Cluster Parent down to the Cluster level automatically, enabling the Buyer then to tailor only those details that matter.

Fill the Wedge View

In this view, the Buyer selects style and style-color options from the Shopping List to be assorted in each Cluster's Wedge. This can be seeded using Wedge Population Automation (controlled through Buyer driven settings) and then edited by the Buyer.

The sales, returns, margin, and sell-thru numbers entered here (seeded from the Senior Buyer's Shopping List) can be used to seed the buy plan, which could save time for the Buy planner (the Buyer or the Senior Buyer).

Wedge Population Automation could save you time by using the goals and attributes defined for each Subclass (or Higher) and Look by Cluster to select the style-colors for each Wedge's Assortment.

Wedge Population Automation

Wedge Population Automation could save you time by using the goals and attributes defined for each Subclass (or higher) and Look by Cluster to recommend the style-colors for each Wedge's assortment. Wedge Population Automation is done in near real-time and does not require a batch. It selects style-colors from the Shopping List, for each wedge, based on the following criteria:

• Each wedge's assortment size strategy (number of style-colors).

• Each wedge's attribute goals (5 style-colors from Brand X, 4 style-colors in 100% cashmere and so on).

• Each style-color's attributes (color, fabric, price tier, and so on) from the Shopping List.

• Each style-color's assortment status - Must assort (or carried over), Must not assort, or Optional to assort.

• Fill the Balance measure - The Automation uses the Fill the Balance measure (buy quantity, and so on) if all attribute goals are met, but the assortment size strategy is not met. In this case, the Automation rank-sorts the remaining unasserted style-colors and adds the highest ranking style-colors until the assortment size strategy is met.

Once the assortment is built, review the results and do the following:

1. Override any of the results to carry or not to carry the style-color in a wedge.

2. Adjust the criteria listed above and rerun the automation.

The following figures show an example of how the recommendations are made by the Wedge Population Automation capability.

Figure 6-21 Wedge Population Automation Recommendation Example

Figure 6-22 Fill the Wedge View

Table 6-19 lists the measures available in this view.

Table 6-20 Fill Wedge View Measures

Label	Description
Color	This read-only measure is the color of the item. The value can be edited in the Color Attribute view.
WP Style-Color Status	This measure indicates if this style-color is a Carryover or New Style-Color. If the Style-Color Intro date (in the Define Style-Color view) is greater than or equal to the Look's start date and less than the Look's end date, the Status is New. If the Style-Color Intro date is less than the Look's start date and the Style-Color's Exit date is greater than the Look's start date, the status is Carryover. Empty means that the Style has stopped selling or has not started selling.
WP Spread Plan	Boolean measure used to indicate if spread style plan to this style-color. If checked, Sales of the style-color will be populated by executing the Spread Plan custom menu. The sales of the style-color are calculated by subtracting the carryover sales from the style, then evenly spreading the style level Sales to the style-color level. The WP Spread Plan checkbox is visible at the Subclass level. With the inclusion of the measure WP Color Attribute Weight (see Color Attribute View Measures), the need for the user to select the individual Style-Colors to spread is eliminated. Based on the color attribute assignment and the new color attribute weight, the normalized Color Attribute Weight measure is shown in the Fill Wedge worksheet. The normalized color attribute weight will only be normalized for New style colors within a Subclass. Based on this percentage breakdown. It will spread the Subclass sales plan accordingly.
WP Sales Reg +Promo U	This measure will be used in Buy Plan to plan the receipts. It takes WP Sales Reg+Promo U at the style level minus the WP Sales + Promo U for Carryover style-colors, and proportionally spreads the remaining down to the style-color level for New style-colors. It should maintain the curve if one exists. If there are no values, it will spread evenly. For Carryover style-colors, WP Sales Reg + Promo U should remain the same as last approved in the Buy Plan. The user can overwrite the measure.
WP Sales Reg +Promo R	This measure takes WP Sales Reg+Promo R at the style level minus the WP Sales + Promo R for Carryover style-colors, and proportionally spreads the remaining down to the style-color level for New style-colors. It should maintain the curve if one exists. If there are no values, it will spread evenly. For Carryover style-colors, WP Sales Reg + Promo R should remain the same as last approved in the Buy Plan. The user can overwrite the measure.
WP Sales Reg +Promo AUR	Average Unit Retail equals WP Sales Reg +Promo R divided by WP Sales Reg +Promo U.
WP FP Sell-Thru %	The Full Price Sell Through percentage is the percentage of the Regular and Promotion Sales Unit to the Total Sales Unit.
WP Buy Qty	WP Buy Qty equals WP Sales U if unelapsed, otherwise, it will be empty.
WP Price Tier	The Price Tier of the style-color. The value of this measure is calculated based on price. The lower/upper bounds and labels are defined in the Assortment Setup workbook.
WP Wedge Inclusion Status	There are three choices for the inclusion status, Must Include, Must Not Include, and Optional. The Inclusion Status is used when executing the Populate Wedge custom menu. Must Include means the style-color must be included in the look. Carryover style-color will have a Must Include status. Must Not Include means the style-color should not be assorted for the look. A style-color that has not started selling or stopped selling will have a Must Not Include status. Optional means the style-color is eligible for being assorted. A New style-color will have an Optional status. The labels of the three statuses can be edited in the Assortment Setup workbook.
WP Style-Color Ranking (Buy Qty)	The ranking of the style based on Buy Qty.
WP Populate the Wedge	Boolean measure used to indicate if the wedge will be automatically populated. If checked, WP Recommended Style-Colors will be populated by executing the Populate Wedge. Target # of Style-Colors in the Target Mix by Attribute view and Target # of Style-Colors in the Target Mix by Color view are used as the final target to fill the wedge. The automation custom menu will compare the attribute value of each product against the target of the Look, and decide to add style-colors that will match the Look target the best. This measure is available at Subclass/Cluster/Look level.
WP Recommended Style-Colors	This Boolean measure indicates if the style-color is included in the look. It is populated by executing the Populate Wedge custom menu.
WP Include in Wedge	Boolean measure entered by the user to indicate the style-color is included in the Look. Checking this measure will update the numbers of WP Carryover Style-Colors and WP New Style-Colors in the Style-Color Totals & Finance Budget view.
WP Notes	User-entered notes.

Style-Color Totals & Financial Budget View

Consider this view to be an Assortment Tote-board:

• Enables the Buyer to track how many style-colors are being carried over into this Look, how many new style-colors have been created for this Look, and how many style-colors remain to be created or planned for this Look.

• Shows those same slices of the assortment (carry-over, new, and yet to be created) in terms of style-color counts, planned sales units, and planned sales in retail value. The sales numbers represent the sales potential referred to in this tab's introduction.

Figure 6-23 Style-Color Totals & Financial Budget View

Table 6-21 lists the measures available in this view.

Table 6-21 Style-Color Totals & Financial Budget View Measures

Label	Description
SL CP Net # of Style-Colors	Shopping List approved number of style-colors. This measure is available at the Subclass/Cluster Parent/Look level.
WP Net # of Style-Colors	Number of style-colors created in the Set Assortment Size step.
SL CP Carryover Style-Colors	Shopping List approved carryover style-colors. This measure is available at the Subclass/Cluster Parent/Look level.
WP Carryover Style-Colors WP	Number of Style-Colors with the status Carryover that are assigned to the Look.
SL CP New Style-Colors	Shopping List approved new style-colors. This measure is available at the Subclass/Cluster Parent/Look level.
WP New Style-Colors	Working Plan number of Style-Colors with the status New that are assigned to the Look.
WP Style-Colors Remaining	Remaining value calculated by subtracting new style-colors and carryover style-colors from the net number of style-colors.

Tailor the Wedge View

In this view, the Buyer can adjust the start and end dates of the look by cluster. This is called time phasing the wedge. Each wedge's start/end dates default to the look's dates, but the Buyer can tailor them here to reflect the climate, and so on, represented by each cluster (for example: launch heavy winter coats over several weeks by cluster from warmer to cooler clusters).

Figure 6-24 Tailor the Wedge View

Table 6-22 lists the measures available in this view.

Table 6-22 Tailor the Wedge View Measures

Label	Description
WP Wedge Start Date	Start Date of the Wedge.
WP Wedge End Date	End Date of the Wedge.
WP Wedge Duration (Days)	Duration of the Wedge.

Define Style-Colors Tab

On the views on this tab, the Buyer is able to:

• Create placeholder styles and style-colors

• Define product attributes

• Assign colors to style-colors

• Set estimated cost/price/markup

• Determine whether you plan to bring them in for a time-frame, that is different from the Look's start and end dates, by adjusting the style-color's start/end dates

In either view, the Buyer can create placeholder styles and style-colors using the Position Maintenance option on the right-click menu. Then overnight, the Slow Item Build process renames those placeholder style numbers with merchandising system style numbers and style-colors with the merchandising system color diff code. For more information on setting up the Slow Item Build process, see the Oracle Retail Assortment Planning Installation Guide.

Define Style-Colors View

In this view, the style-color placeholder can be created along with its description, proposed cost/price/markup. The price tier of the attribute calculates automatically once you set a proposed price point (this can be changed at any time).

Figure 6-25 Define Style-Colors View

Table 6-23 lists the measures available in this view.

Table 6-23 Define Style-Colors View Measures

Label	Description
WP Style-Color Description	User-entered text description of the style-color.
WP Style-Color Intro Date	The start selling date of the style-color. This is used to calculate the Status of the style-color in the Fill Wedge view. If Intro Date changes, Style-Color Life will update.
WP Style-Color Exit Date	The end selling date of the style-color. This is used to calculate the Status of the style-color in the Fill Wedge view. If Exit Date changes, Style-Color Life will update.
WP Style-Color Life (Days)	The entire selling lifecycle of the style-color.
WP Cost	The cost of the style-color.
WP Markup %	Markup percentage of the style-color. It is calculated as the difference between WP Price and WP Cost, divided by WP Price. For example, the cost of an item is $2 and the selling price is $5. The difference between the two is $3. The markup percentage should be $3 divided by $5, which is 60%.
WP Price	The regular selling price of the style-color.
WP Price Tier	The Price Tier of the Style-color. The value of this measure is calculated based on price. The lower/upper bounds and labels are defined in the Assortment Setup workbook.
Size Range	User-selected Size Range for the style-color. This information will be reviewed and edited in the Optimize Size/Pack Allocation workbook, and used to apply size profiles for the style-color.

Define Style-Colors for Wholesale / Franchise View

In this view, the style-color placeholder for Wholesale and Franchise channels can be created along with its description and proposed retailer cost/suggested retailer price/markup/gross margin. The price tier of the attribute calculates automatically once you set a proposed SRP price point (this can be changed at any time).

Figure 6-26 Define Style-Colors for Wholesale / Franchise View

Table 6-23 lists the measures available in this view.

Table 6-24 Define Style-Colors for Wholesale / Franchise View Measures

Label	Description
WP Retailer Cost	The cost at which the Retailer or Franchisee purchases the merchandise; the Wholesaler sells merchandise at this cost.
WP SRP	Suggested Retail Price is the recommended price, often tagged on the merchandise, that is expected to be the Regular Price of the merchandise sold through the Wholesaler or Franchisee. SRP should sit alongside the other pricing measures as a comparison point.
WP SRP Tier	Suggested Retail Price Tier is calculated based on the Price Tier upper and lower bounds defined in the Assortment Setup workbook.
WP WHSLE/FRCHS Markup R	The amount added to the Acquisition Cost by the retailer to attain the Retailer Cost; how much the retailer marks up the cost of acquisition to achieve the price point.
WP WHSLE/FRCHS Markup %	The difference between the retailer cost and the acquisition cost, divided by acquisition cost.
WP SRP Gross Margin R	Suggested Retail Price Gross Margin Retail is the difference between the SRP and the Retailer Cost.
WP SRP Gross Margin %	Suggested Retail Price Gross Margin Percentage is the difference between the SRP and the Retailer Cost divided by the SRP; the SRP GM R to Suggested Retail Price.

Color Attribute View

In this view, the specific color for the style-color can be selected. This view intersects the style-color level of the product hierarchy with the color hierarchy. The color family level is visible in the view. The Buyer identifies the proper color family for the style-color and then selects the detailed color from the Color picklist.

The Buyer can select colors for the newly created style-colors. For the newly created style-color, the color selected in this view will be shared with the merchandising system during the Slow Item Build process.

Figure 6-27 Color Attribute View

Table 6-25 lists the measures available in this view.

Table 6-25 Color Attribute View Measures

Label	Description
WP Attribute Value	The color of the Style-Color. The color can be selected from the appropriate color family.
WP Color Attribute Weight	Planned by the user to determine the importance of the color being assigned to each style-color. The weight is then used to calculate the percentage distribution of Subclass sales down to the new style-colors during the Spread Sales custom menu execution. This measure is defined at the Subclass/Color Group level. If the weight is zero, Style-Colors assigned to any colors from this color group will not receive any sales during the spread.

Product Attributes View

In this view, the Buyer assigns values for any of the relevant product attributes for the style (fit, silhouette, and so on). The Buyer is able to add more product attributes as needed.

Figure 6-28 Product Attributes View

Table 6-26 lists the measures available in this view.

Table 6-26 Product Attributes View Measures

Label	Description
Attribute Value	The attribute value of the Style, defined for each product attribute. For example, if the product attribute is Silhouette, the attribute value can be A-Line, Hi-Lo, and T-shirt Long Sleeve, and so on. This is the same information defined in the Shopping List.

Among all the available product attributes in this worksheet, for the GA version of AP, the following attributes will be shared with the merchandising system during the Slow Item Build process:

• Brand

• Collection

• Fabric

• Lifestyle

• Occasion

• Pattern

• Price Tier

• Seasonality

• Silhouette

• Sub-Brand

• Vendor

Note: The product attributes can be updated while the style remains an informal position. After the new style positions are formalized, the attributes will not be editable. The merchandising system becomes the system of record.

Refine Wedge Tab

The Refine Wedge tab contains two tile views, Available Style-Colors and Assorted Style-Colors. It is the same logic as Shopping List where this tab provides the drag and drop functionality to create the wedge plan. The difference is that, in the Wedge, this functionality is used to refine the wedge plan created from the Fill Wedge tab.

Figure 6-29 Refine Wedge Tab

Drag and Drop allows you drag and drop one or more (use the Control Key to grab more than one) tile and drag them from one side to the other. Upon a recalculation, the underlying WP Include checkbox (Boolean) is checked (if adding to the wedges) or unchecked (if removing from the wedges. The Assortment Toteboard, style-color counts, and so on, update once a recalculation occurs after executing one or more drag and drops. You can do the same thing as a Drag and Drop by checking or unchecking the WP Include measure. Upon a recalculation, the tile will respect the change made to the WP Include Measure and move to the proper view. For more details, see the Oracle Retail Predictive Application Server for the Fusion Client User Guide and Oracle Retail Predictive Application Server Configuration Tools User Guide.

In this view, PQD (position filtering) is used to only show the images available for Look/Channel with the Style-Color Status of New or Carryover. Once the user drags the image from this view to Assorted Style-Colors view, the image will be removed from Available Style-Colors and shown in the Assorted Style-Colors view.

The eligibility of the Subclasses per Look/Cluster is defined from Look Maintenance where the user has planned which Subclasses are assigned to each Look/Channel.

Table 6-27 lists the measures available in this view.

Table 6-27 Refine Wedge Tab Views Measures

Label	Description
WP Style-Color Status	Same measure as the measure in the Fill Wedge view.
WP Include in Wedge	Same measure as the measure in the Fill Wedge view. Drag the style-color to this view to set the value of the measure to true. Drag the style-color out of this view back to the Wedge Basket view to set the value of this measure to false.
WP Recommended Style-Colors	Same measure as the measure in the Fill Wedge view.
WP Style-Color Status	Same measure as the measure in the Fill Wedge view.
WP FP Sell-Thru %	Same measure as the measure in the Fill Wedge view.
WP Sales Reg + Promo U	Same measure as the measure in the Fill Wedge view.
WP Buy Qty	Same measure as the measure in the Fill Wedge view.

Review Wedge Tab

On this tab, the Buyer can view various roll ups of the style-colors (and their attributes) added to each wedge to date. The plan can be rolled up by 1) product attribute, 2) color (and compared to the attribute or color goals, to last year and to recent trend, and so on), and 3) by Customer Segment, where selected product attributes are used to determine whether each style is attractive to each Customer Segment.

The three views are also shown for the Sister Look to provide a comparison point of history or recent trend.

Wedge by Attribute View

In this view, the style-colors assigned to the wedge (and their product attributes) are rolled up by product attribute, compared to the attribute goals as well as to last year and to Endeca search results (where available).

Figure 6-30 Wedge by Attribute View

Table 6-28 lists the measures available in this view.

Table 6-28 Wedge by Attribute View Measures

Label	Description
Attribute Value	The value of product attribute for which the user is about to review the Sales metrics. Product attributes are loaded from the Product Attribute hierarchy. The product attribute values for each style are defined in the Product Attribute view.
WP # of Styles	Number of Styles with this attribute assigned to the Wedge.
WP % to Ttl # of Styles	The percentage of the Styles number of the specified attribute value to the Style number of all the attribute values.
WP # of Style-Colors	Number of Style-Colors with this attribute assigned to the Wedge.
WP % to Ttl # of Style-Colors	The percentage of Style-Colors number of the specified attribute value to the Style-Color number of all the attribute values.
WP Tgt # of Style-Colors	Target number of Style-Colors of this attribute at the Subclass and Cluster level. This is from the Target Mix by Attribute view.
Endeca Rank	This is the Endeca ranking of the product attributes. It is loaded from an external source.
WP Reg +Promo Sales Rank	The ranking based on WP Reg + Promo Sales R of the attribute value among all attribute values of the product attribute. It is calculated. For example, WP Reg + Promo Sales R are $25, $10, and $40 for A-Line, Hi-Lo, and T-shirt Long Sleeve, respectively. When reviewing this measure for product attribute Silhouette, it isis 2 for A-Line, 3 for Hi-Lo, and 1 for T-shirt Long Sleeve.
WP Sales Reg +Promo R	The total of Wedge regular and promotional retail that are planned for this specified product attribute value. This is a calculated measure.
WP % to Ttl Sls Reg +Promo R	The percentage of Sales R (Regular+Promo) of the specified attribute value to the sales of all the attribute values.
WP Gross Margin R	Gross Margin Retail that is planned for this specified product attribute value. This is a calculated measure.
WP % to Ttl Gross Margin R	The percentage of Gross Margin Retail of the specified attribute value to the sales of all the attribute values.
WP Gross Margin %	Gross Margin percentage that is planned for this specified product attribute value. This is a calculated measure.
WP Sales Reg +Promo U	The total of Wedge regular and promotional units that are planned for this specified product attribute value. This is a calculated measure.
WP % to Ttl Sls Reg +Promo U	The percentage of Sales U (Regular+Promo) of the specified attribute value to the sales of all the attribute values.
WP Buy Qty	The Buy Quantity that is planned for this specified product attribute value. This is a calculated measure.
WP % to Ttl Buy Qty	The percentage of Buy Quantity of the specified attribute value to the sales of all the attribute values.
SL CP # of Styles	How many styles were planned for this subclass in the Shopping List.
SL CP % to Ttl # of Styles	The percentage of the number of styles planned in the Shopping List of the specified attribute value to the sales of all the attribute values.
SL CP # of Style-Colors	How many style-colors were planned for this subclass in the Shopping List.
SL CP % to Ttl # of Style-Colors	The percentage of the number of style-colors planned in the Shopping List of the specified attribute value to the sales of all the attribute values.
SL CP Tgt # of Style-Colors	The target number of style-colors that were planned for this attribute in the Shopping List.
SL CP Tgt % of Style-Colors	The target percentage that was planned for this attribute in the Shopping List.
SL CP Sales Reg +Promo Rank	The ranking based on SL CP Reg + Promo Sales R of the attribute value among all attribute values of the product attribute. It is calculated. For example, SL CP Reg + Promo Sales R are $25, $10, and $40 for A-Line, Hi-Lo, and T-shirt Long Sleeve, respectively. When reviewing this measure for product attribute Silhouette, it is 2 for A-Line, 3 for Hi-Lo, and 1 for T-shirt Long Sleeve.
SL CP Sales Reg +Promo R	The total of Shopping List approved regular and promotional retail that are planned for this specified product attribute value.
SL CP % to Ttl Sls Reg +Promo R	The percentage of SL CP Reg + Promo Sales R of the specified attribute value to the sales of all the attribute values.
SL CP Gross Margin R	Gross Margin Retail that are planned in the Shopping List for this specified product attribute value.
SL CP % to Ttl Gross Margin R	The percentage of Gross Margin Retail of the specified attribute value to the sales of all the attribute values.
SL CP Gross Margin %	Gross Margin percentage that are planned in the Shopping List for this specified product attribute value.
SL CP Sales Reg +Promo U	The total of Shopping List regular and promotional units that are planned for this specified product attribute value.
SL CP % to Ttl Sls Reg +Promo U	The percentage of SL CP Sales Reg + Promo U of the specified attribute value to the sales of all the attribute values.
SL CP Buy Qty	Shopping List approved the Buy Quantity of this attribute.
SL CP % to Ttl Buy Qty	The percentage of SL CP Buy Qty of the specified attribute value to the sales of all the attribute values.

Wedge by Color View

In this view, the style-colors assigned to the wedge are rolled up to the color (Emerald Green) and color family (Green) level, compared to color goals as well as to last year and to Endeca search results (where available).

Figure 6-31 Wedge by Color View

Table 6-29 lists the measures available in this view.

Table 6-29 Wedge by Color View Measures

Label	Description
Color Image	The value of color for which the user is about to review the Sales metrics. Color positions are loaded from the Color Attribute hierarchy. The color values for each style-color are defined in the Product Color Attribute view.
WP # of Styles	Number of Styles with this color assigned to the Wedge.
WP % to Ttl # of Styles	The percentage of the Styles number of the specified color to the Style number of all the colors.
WP # of Style-Colors	Number of Style-Colors with this color assigned to the Wedge.
WP % to Ttl # of Style-Colors	The percentage of the Style-Colors number of the specified color to the Style-Color number of all colors.
WP Tgt # of Style-Colors	Target number of Style-Colors of this color at the Subclass and Cluster level. This is from the Target Mix by Color view.
WP Tgt % of Style-Colors	Target percentage of Style-Colors of this color at the Subclass and Cluster level. This is from the Target Mix by Color view.
Endeca Rank	This is the Endeca ranking of the color. It is loaded from an external source.
WP Reg +Promo Sales Rank	The ranking based on WP Reg + Promo Sales R of the color among all the colors. It is calculated. For example, WP Reg + Promo Sales R are $25, $10, and $40 for Red, Navy Blue, and White, respectively. When reviewing this measure for product attribute Silhouette, it is 2 for Red, 3 for Navy Blue, and 1 for White.
WP Sales Reg +Promo R	The total of Wedge regular and promotional retail that are planned for this specified color value. This is a calculated measure.
WP % to Ttl Sls Reg +Promo R	The percentage of Sales R (Regular+Promo) of the specified color to the sales of all the colors.
WP Gross Margin R	Gross Margin Retail that is planned for this specified color value. This is a calculated measure.
WP % to Ttl Gross Margin R	The percentage of Gross Margin Retail of the specified color to the sales of all the colors.
WP Gross Margin %	Gross Margin percentage that is planned for this specified color value. This is a calculated measure.
WP Sales Reg +Promo U	The total of Wedge regular and promotional units that are planned for this specified color. This is a calculated measure.
WP % to Ttl Sls Reg +Promo U	The percentage of Sales U (Regular+Promo) of the specified colore to the sales of all colors.
WP Buy Qty	The Buy Quantity that is planned for this specified color. This is a calculated measure.
WP % to Ttl Buy Qty	The percentage of Buy Quantity of the specified color to the sales of all colors.

Wedge by Customer View

In this view, the style-colors assigned to the wedge (and their attributes) are rolled up to the customer segment level. Each style or style-color's attributes are compared to the product attributes definitions (price, silhouette, and so on) of each customer segment. If selected product attributes are desirable for that customer segment, then the style is counted for that segment along with its sales, margin, and so on.

A common way to use this view is: Typically, Customer Segment A generates 20% of Class 10's sales, but currently only 15% of my assortment's sales represent styles or style-colors appropriate for Customer Segment A. This same analysis can also be based on the number of styles and margin.

Figure 6-32 Wedge by Customer View

Table 6-30 lists the measures available in this view.

Table 6-30 Wedge by Customer View Measures

Label	Description
WP # of Styles	Number of Styles planned for specific customer segment and product attribute. Previously in the Assortment Setup workbook, certain product attribute values were selected to define each customer segment. Based on that, the styles with any matched attribute value for that attribute will be counted to calculate this measure.
WP % to Ttl # of Styles	The percentage of the Styles number of the specified customer segment to the Style number of all the customer segments.
WP # of Style-Colors	Number of Style-Colors planned for specific customer segment and product attribute. Previously in the Assortment Setup workbook, certain product attribute values were selected to define each customer segment. Based on that, the style-colors with matched attribute value will be counted to calculate this measure.
WP % to Ttl # of Style-Colors	The percentage of the Style-Colors number of the specified customer segment to the Style-Color number of all the customer segments.
WP Tgt # of Style-Colors	Target number of Style-Colors of this attribute at the product attribute level. For each attribute, only those attribute values that have been assigned to the customer segment will be counted to calculate this measure.
WP Tgt % of Style-Colors	Target percentage of Style-Colors of this customer segment to the total target style-colors at all customer segments. For each attribute, only those attribute values that have been assigned to the customer segment will be counted to calculate this measure. The numbers will be normalized.
WP Sales Reg +Promo Rank	The ranking based on WP Reg + Promo Sales R of the attribute value among all attribute values of the product attribute.
WP Sales Reg +Promo R	The total of Wedge regular and promotional retail that are planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the WP Sales Reg + Promo R at the product attribute value level for the customer segment. This is a calculated measure.
WP % to Ttl Sls Reg +Promo R	The percentage of WP Sales Reg +Promo R of the specified customer segment to the total sales of all the customer segments.
WP Gross Margin R	The total of Wedge gross margin retail that is planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the WP Gross Margin R at the product attribute value level for the customer segment. This is a calculated measure.
WP % to Ttl Gross Margin R	The percentage of Gross Margin Retail of the specified customer segment to the total sales of all the customer segments.
WP Gross Margin %	Gross Margin percentage that is planned for each customer segment.
WP Sales Reg +Promo U	The total of Wedge regular and promotional units that are planned for this specified customer segment. This is a calculated measure.
WP % to Ttl Sls Reg +Promo U	The percentage of Sales U (Regular+Promo) of the specified customer segment to the total sales of all the customer segments.
WP Buy Qty	The total of Wedge buy quantity that is planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the WP Buy Qty at product attribute value level for the customer segment. This is a calculated measure.
WP % to Ttl Buy Qty	The percentage of WP Buy Qty of the specified customer segment to the total sales of all the customer segments.
SL CP # of Styles	Number of Styles planned for specific customer segment and product attribute in the Shopping List. Previously in the Assortment Setup workbook, certain product attribute values were selected to define each customer segment. Based on that, the styles with any matched attribute value for that attribute will be counted to calculate this measure.
SL CP % to Ttl # of Styles	The percentage of the Styles number of the specified customer segment to the total number of Styles of all the customer segments.
SL CP # of Style-Colors	Number of Style-Colors planned for specific customer segment and product attribute in the Shopping List. Previously in the Assortment Setup workbook, certain product attribute values were selected to define each customer segment. Based on that, the style-colors with matched attribute value will be counted to calculate this measure.
SL CP % to Ttl # of Style-Colors	The percentage of the Style-Colors number of the specified customer segment to the total number of Style-Colors of all the customer segments.
SL CP Tgt # of Style-Colors	Shopping List approved target number of Style-Colors of this attribute at the product attribute level. For each attribute, only those attribute values that have been assigned to the customer segment will be counted to calculate this measure.
SL CP Tgt % of Style-Colors	Shopping List approved target percentage of Style-Colors of this customer segment to the total target style-colors at all customer segments. For each attribute, only those attribute values that have been assigned to the customer segment will be counted to calculate this measure. The numbers will be normalized.
SL CP Sales Reg +Promo Rank	The ranking based on SL CP Reg + Promo Sales R of the attribute value among all attribute values of the product attribute.
SL CP Sales Reg +Promo R	Shopping List approved regular and promotional retail that are planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the SL CP Sales Reg + Promo R at the product attribute value level for the customer segment. This is a calculated measure.
SL CP % to Ttl Sls Reg +Promo R	The percentage of SL CP Sales Reg +Promo R of the specified customer segment to the total sales of all the customer segments.
SL CP Gross Margin R	Shopping List approved gross margin retail that is planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the SL CP Gross Margin R at the product attribute value level for the customer segment. This is a calculated measure.
SL CP % to Ttl Gross Margin R	The percentage of SL CP Gross Margin R of the specified customer segment to the total sales of all the customer segments.
SL CP Gross Margin %	Shopping List approved gross margin percentage that is planned for each customer segment.
SL CP Sales Reg +Promo U	Shopping List regular and promotional units that are planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the SL CP Sales Reg + Promo U at the product attribute value level for the customer segment. This is a calculated measure.
SL CP % to Ttl Sls Reg +Promo U	The percentage of SL CP Sales Reg +Promo R of the specified customer segment to the total sales of all the customer segments.
SL CP Buy Qty	Shopping List approved Buy Quantity.
SL CP % to Ttl Buy Qty	The percentage of SL CP Buy Qty of the specified customer segment to the total sales of all the customer segments.

Sister Look Wedge by Attribute View

This is the same view as the Wedge by Attribute but, this view shows the Sister Look to the look being assorted.

Figure 6-33 Sister Look Wedge by Attribute View

Table 6-31 lists the measures available in this view.

Table 6-31 Sister Look Wedge by Attribute View Measures

Label	Description
Attribute Value	The value of the product attribute for which the user is about to review the Sales metrics. Product attributes are loaded from the hierarchy. The product attribute values for each style are defined in the Product Attribute view.
WP # of Styles	Number of Styles with this attribute assigned to the Wedge.
WP % to Ttl # of Styles	The percentage of the Styles number of the specified attribute value to the Style number of all the attribute values.
WP # of Style-Colors	Number of Style-Colors with this attribute assigned to the Wedge.
WP % to Ttl # of Style-Colors	The percentage of the Style-Colors number of the specified attribute value to the Style-Color number of all the attribute values.
WP Tgt # of Style-Colors	Target number of Style-Colors of this attribute at the Subclass and Cluster level. This is from the Target Mix by Attribute view.
WP Tgt % of Style-Colors	Target percentage of Style-Colors of this attribute at the Subclass and Cluster level. This is from the Target Mix by Attribute view.
Endeca Rank	This is the Endeca ranking of the product attributes. It is loaded from an external source.
WP Reg +Promo Sales Rank	The ranking based on WP Reg + Promo Sales R of the attribute value among all attribute values of the product attribute. It is calculated. For example, WP Reg + Promo Sales R are $25, $10, and $40 for A-Line, Hi-Lo, and T-shirt Long Sleeve, respectively. When reviewing this measure for product attribute Silhouette, it is 2 for A-Line, 3 for Hi-Lo, and 1 for T-shirt Long Sleeve.
WP Sales Reg +Promo R	The total of Wedge regular and promotional retail that are planned for this specified product attribute value. This is a calculated measure.
WP % to Ttl Sls Reg +Promo R	The percentage of Sales R (Regular+Promo) of the specified attribute value to the sales of all the attribute values.
WP Gross Margin R	Gross Margin Retail that is planned for this specified product attribute value. This is a calculated measure.
WP % to Ttl Gross Margin R	The percentage of Gross Margin Retail of the specified attribute value to the sales of all the attribute values.
WP Gross Margin %	Gross Margin percentage that is planned for this specified attribute value. This is a calculated measure.
WP Sales Reg +Promo U	The total of Wedge regular and promotional units that are planned for this specified product attribute value. This is a calculated measure.
WP % to Ttl Sls Reg +Promo U	The percentage of Sales U (Regular+Promo) of the specified product attribute to the sales of all the attribute values.
WP Buy Qty	The Buy Quantity that is planned for this specified product attribute value. This is a calculated measure.
WP % to Ttl Buy Qty	The percentage of Buy Quantity of the specified attribute value to the sales of all the attribute values.
Sis Lk CP # of Styles	How many styles are planned for this subclass for the Sister Look.
Sis Lk CP % to Ttl # of Styles	The percentage of number of styles planned in Sister Look of the specified attribute value to the sales of all the attribute values.
Sis Lk CP # of Style-Colors	How many style-colors are planned for this subclass for the Sister Look.
Sis Lk CP % to Ttl # of Style-Colors	The percentage of number of style-colors planned in Sister Look of the specified attribute value to the sales of all the attribute values.
Sis Lk CP Tgt # of Style-Colors	The target number of style-colors are planned for this attribute in the Sister Look.
Sis Lk CP Tgt % of Style-Colors	The target percentage that is planned for this attribute in the Sister Look.
Sis Lk CP Sales Reg +Promo Rank	The ranking based on Sis Lk CP Reg + Promo Sales R of the attribute value among all attribute values of the product attribute. It is calculated.
Sis Lk CP Sales Reg +Promo R	The total Sister Look approved regular and promotional retail that are planned for this specified product attribute value.
Sis Lk CP % to Ttl Sls Reg +Promo R	The percentage of Sis Lk CP Reg + Promo Sales R of the specified attribute value to the sales of all the attribute values.
Sis Lk CP Gross Margin R	Gross Margin Retail that are planned in the Sister Look for this specified product attribute value.
Sis Lk CP % to Ttl Gross Margin R	The percentage of Gross Margin Retail of the specified attribute value to the sales of all the attribute values.
Sis Lk CP Gross Margin %	Gross Margin percentage that is planned in the Sister Look for this specified product attribute value.
Sis Lk CP Sales Reg +Promo U	The total of Sister Look regular and promotional units that are planned for this specified product attribute value.
Sis Lk CP % to Ttl Sls Reg +Promo U	The percentage of Sis Lk CP Sales Reg + Promo U of the specified attribute value to the sales of all the attribute values.
Sis Lk CP Buy Qty	Sister Look approved Buy Quantity of this attribute.
Sis Lk CP % to Ttl Buy Qty	The percentage of Sis Lk CP Buy Qty of the specified attribute value to the sales of all the attribute values.

Sister Look Wedge by Color View

This is the same view as the Wedge by Color but, this view shows the Sister Look to the look being assorted.

Figure 6-34 Sister Look Wedge by Color View

Table 6-32 lists the measures available in this view.

Table 6-32 Sister Look Wedge by Color View Measures

Label	Description
Color Image	The value of color for which the user is about to review the Sales metrics. Color positions are loaded from the Color Attribute hierarchy. The color values for each style-color are defined in the Product Color Attribute view.
WP # of Styles	Number of Styles with this color assigned to the Wedge.
WP % to Ttl # of Styles	The percentage of the Styles number of the specified color to the Style number of all the colors.
WP # of Style-Colors	Number of Style-Colors with this color assigned to the Wedge.
WP % to Ttl # of Style-Colors	The percentage of the Style-Colors number of the specified color to the Style-Color number of all colors.
WP Tgt # of Style-Colors	Target number of Style-Colors of this color at the Subclass and Cluster level. This is from the Target Mix by Color view.
WP Tgt % of Style-Colors	Target percentage of Style-Colors of this color at the Subclass and Cluster level. This is from the Target Mix by Color view.
Endeca Rank	This is the Endeca ranking of the color. It is loaded from an external source.
WP Reg +Promo Sales Rank	The ranking based on WP Reg + Promo Sales R of the color among all the colors. It is calculated. For example, WP Reg + Promo Sales R are $25, $10, and $40 for Red, Navy Blue, and White, respectively. When reviewing this measure for product attribute Silhouette, it is 2 for Red, 3 for Navy Blue, and 1 for White.
WP Sales Reg +Promo R	The total of Wedge regular and promotional retail that are planned for this specified color value. This is a calculated measure.
WP % to Ttl Sls Reg +Promo R	The percentage of Sales R (Regular+Promo) of the specified color to the sales of all the colors.
WP Gross Margin R	Gross Margin Retail that is planned for this specified color value. This is a calculated measure.
WP % to Ttl Gross Margin R	The percentage of Gross Margin Retail of the specified color to the sales of all the colors.
WP Gross Margin %	Gross Margin percentage that is planned for this specified color value. This is a calculated measure.
WP Sales Reg +Promo U	The total of Wedge regular and promotional units that are planned for this specified color. This is a calculated measure.
WP % to Ttl Sls Reg +Promo U	The percentage of Sales U (Regular+Promo) of the specified colore to the sales of all colors.
WP Buy Qty	The Buy Quantity that is planned for this specified color. This is a calculated measure.
WP % to Ttl Buy Qty	The percentage of Buy Quantity of the specified color to the sales of all colors.
Sis Lk CP # of Styles	Number of Styles with this color assigned to the Sister Look.
Sis Lk CP % to Ttl # of Styles	The percentage of the Styles number of the specified color to the Style number of all the colors.
Sis Lk CP # of Style-Colors	Number of Style-Colors with this color assigned to the Sister Look.
Sis Lk CP % to Ttl # of Style-Colors	The percentage of the Style-Colors number of the specified color to the Style-Color number of all the colors.
Sis Lk CP Tgt # of Style-Colors	Sister Look target number of Style-Colors of this color at the Subclass and Cluster level. This is from the Target Mix by Color view.
Sis Lk CP Tgt % of Style-Colors	Sister Look target percentage of Style-Colors of this color at the Subclass and Cluster level. This is from the Target Mix by Color view.
Sis Lk CP Sales Reg +Promo Rank	The ranking based on Sis Lk CP Reg + Promo Sales R of the color among all the colors.
Sis Lk CP Sales Reg +Promo R	The total of Sister Look regular and promotional retail that is planned for this specified color value. This is a calculated measure.
Sis Lk CP % to Ttl Sls Reg +Promo R	The percentage of Sales R (Regular+Promo) of the specified color to the sales of all the colors.
Sis Lk CP Gross Margin R	Sister Look Gross Margin Retail that is planned for this specified color value.
Sis Lk CP % to Ttl Gross Margin R	The percentage of Gross Margin Retail of the specified color to the sales of all the colors.
Sis Lk CP Gross Margin %	Sister Look Gross Margin percentage that is planned for this specified color value.
Sis Lk CP Sales Reg +Promo U	The total of Sister Look regular and promotional units that are planned for this specified color. This is a calculated measure.
Sis Lk CP % to Ttl Sls Reg +Promo U	The percentage of Sales U (Regular+Promo) of the specified color to the sales of all the colors.
Sis Lk CP Buy Qty	The Sister Look Buy Quantity that is planned for this specified color. This is a calculated measure.
Sis Lk CP % to Ttl Buy Qty	The percentage of Buy Quantity of the specified color to the sales of all the colors

Sister Look Wedge by Customer View

This is the same view as the Wedge by Customer but, this view shows the Sister Look to the look being assorted.

Figure 6-35 Sister Look Wedge by Customer View

Table 6-33 lists the measures available in this view.

Table 6-33 Sister Look Wedge by Customer View Measures

Label	Description
WP # of Styles	Number of Styles planned for specific customer segment and product attribute. Previously in the Assortment Setup workbook, certain product attribute values were selected to define each customer segment. Based on that, the styles with any matched attribute value for that attribute will be counted to calculate this measure.
WP % to Ttl # of Styles	The percentage of the Styles number of the specified customer segment to the Style number of all the customer segments.
WP # of Style-Colors	Number of Style-Colors planned for specific customer segment and product attribute. Previously in the Assortment Setup workbook, certain product attribute values were selected to define each customer segment. Based on that, the style-colors with matched attribute value will be counted to calculate this measure.
WP % to Ttl # of Style-Colors	The percentage of the Style-Colors number of the specified customer segment to the Style-Color number of all the customer segments.
WP Tgt # of Style-Colors	Target number of Style-Colors of this attribute at the product attribute level. For each attribute, only those attribute values that have been assigned to the customer segment will be counted to calculate this measure.
WP Tgt % of Style-Colors	Target percentage of Style-Colors of this customer segment to the total target style-colors at all customer segments. For each attribute, only those attribute values that have been assigned to the customer segment will be counted to calculate this measure. The numbers will be normalized.
WP Sales Reg +Promo Rank	The ranking based on WP Reg + Promo Sales R of the attribute value among all attribute values of the product attribute.
WP Sales Reg +Promo R	The total of Wedge regular and promotional retail that are planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the WP Sales Reg + Promo R at the product attribute value level for the customer segment. This is a calculated measure.
WP % to Ttl Sls Reg +Promo R	The percentage of WP Sales Reg +Promo R of the specified customer segment to the total sales of all the customer segments.
WP Gross Margin R	The total of Wedge gross margin retail that is planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the WP Gross Margin R at the product attribute value level for the customer segment. This is a calculated measure.
WP % to Ttl Gross Margin R	The percentage of Gross Margin Retail of the specified customer segment to the total sales of all the customer segments.
WP Gross Margin %	Gross Margin percentage that is planned for each customer segment.
WP Sales Reg +Promo U	The total of Wedge regular and promotional units that are planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the WP Sales Reg + Promo U at product attribute value level for the customer segment. This is a calculated measure.
WP % to Ttl Sls Reg +Promo U	The percentage of WP Sales Reg +Promo U of the specified customer segment to the total sales of all the customer segments.
WP Buy Qty	The total of Wedge buy quantity that is planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the WP Buy Qty at product attribute value level for the customer segment. This is a calculated measure.
WP % to Ttl Buy Qty	The percentage of WP Buy Qty of the specified customer segment to the total sales of all the customer segments.
Sis Lk CP # of Styles	Number of Styles planned for specific customer segment and product attribute in the Sister Look. Previously in the Assortment Setup workbook, certain product attribute values were selected to define each customer segment. Based on that, the styles with any matched attribute value for that attribute will be counted to calculate this measure.
Sis Lk CP % to Ttl # of Styles	The percentage of the Styles number of the specified customer segment to the total number of Styles of all the customer segments.
Sis Lk CP # of Style-Colors	Number of Style-Colors planned for specific customer segment and product attribute in the Sister Look. Previously in the Assortment Setup workbook, certain product attribute values were selected to define each customer segment. Based on that, the style-colors with matched attribute value will be counted to calculate this measure.
Sis Lk CP % to Ttl # of Style-Colors	The percentage of the Style-Colors number of the specified customer segment to the total number of Style-Colors of all the customer segments.
Sis Lk CP Tgt # of Style-Colors	Sister Look approved target number of Style-Colors of this attribute at the product attribute level. For each attribute, only those attribute values that have been assigned to the customer segment will be counted to calculate this measure.
Sis Lk CP Tgt % of Style-Colors	Sister Look approved target percentage of Style-Colors of this customer segment to the total target style-colors at all customer segments. For each attribute, only those attribute values that have been assigned to the customer segment will be counted to calculate this measure. The numbers will be normalized.
Sis Lk CP Sales Reg +Promo Rank	The ranking based on Sis Lk CP Reg + Promo Sales R of the attribute value among all attribute values of the product attribute.
Sis Lk CP Sales Reg +Promo R	Sister Look approved regular and promotional retail that are planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the Sis Lk CP Sales Reg + Promo R at the product attribute value level for the customer segment. This is a calculated measure.
Sis Lk CP % to Ttl Sls Reg +Promo R	The percentage of Sis Lk CP Sales Reg +Promo R of the specified customer segment to the total sales of all the customer segments.
Sis Lk CP Gross Margin R	Sister Look approved gross margin retail that is planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the Sis Lk CP Gross Margin R at the product attribute value level for the customer segment. This is a calculated measure.
Sis Lk CP % to Ttl Gross Margin R	The percentage of Sis Lk CP Gross Margin R of the specified customer segment to the total sales of all the customer segments.
Sis Lk CP Gross Margin %	Sister Look approved gross margin percentage that is planned for each customer segment.
Sis Lk CP Sales Reg +Promo U	Sister Look regular and promotional units that are planned for each customer segment. It first gets the attribute values that are assigned to each customer segment, then sums up the Sis Lk CP Sales Reg + Promo U at the product attribute value level for the customer segment. This is a calculated measure.
Sis Lk CP % to Ttl Sls Reg +Promo U	The percentage of Sis Lk CP Sales Reg +Promo R of the specified customer segment to the total sales of all the customer segments.
Sis Lk CP Buy Qty	Sister Look approved Buy Quantity.
Sis Lk CP % to Ttl Buy Qty	The percentage of Sis Lk CP Buy Qty of the specified customer segment to the total sales of all the customer segments.

Wedge by Cluster Parent View

Assortment Planners often want to compare their assortments across clusters. The Assortment, Measure, Cluster, and Product Tiles on the Review Wedge can be moved to provide such a view. This can be done on any of the views on the Review Wedge tab. The following figure is an example of this view on the Wedge by Attribute view that the user can configure.

Figure 6-36 Wedge by Cluster Parent View

Step 5 - Time Phased View

Once the buyer has created a style-color level assortment in the Fill the Wedge step, the Time Phased View step is used to review the assortment pictorially (in the form of product images), with style-colors organized based on a performance metric. This facilitates an image-based review of the assortment plan being created, which can help to make a buyer's job more efficient. After reviewing the assortment at the style-color level in this view, the buyer can return back to the Fill the Wedge step to make changes to the assortment, as per business requirements.

The style-color level assortment can be viewed at the cluster level and sub-class level.

There are two views available at this step:

• Time Phased View (by Look): View the style-colors in the assortment, sorted on the basis of a performance parameter, by Look. In the GA version, the style-colors of the products in the assortment are ranked as per their respective buy-quantity for the duration of the Look's time period (Wedge start and end dates). Run the custom menu, Time Phase the Wedge, to sort and arrange the product images (style-colors) as per this ranking in the slot positions.

  Note the following about this view:

  • The carryover buy quantity from the previous Looks is not considered in the ranking of style-colors.

• Time Phased View (by Week): View the style-colors in the assortment sorted on the basis of a performance parameter, by Week. In the GA version, the style-colors of the products in the assortment are ranked as per their respective buy-quantity. Run the custom menu, Time Phase the Wedge, to sort and arrange the product images (style-colors) as per this ranking in the slot positions.

  Note the following about this view:

  • The carryover buy quantity from the previous weeks is not considered in the ranking of style-colors.

  • The buy quantity for Wedge duration is considered to rank the product style-colors by week, as weekly buy quantity is not available in a wedge level assortment.

Custom Menu

This step has one custom menu option.

Time Phase the Wedge

This custom menu creates the time-phased view of the wedge, which shows images of the products in the look for the product's active lifetime, and is ordered so that items with the largest buy quantity (WP Buy Qty) are shown on top. Note the following key points:

• Time Phase Wedge at Style/Look/Cluster level: When viewing the time-phased wedge at this level, the product images of all style-colors carried in the assortment are considered. Style-colors are ranked based on their respective buy quantity (for wedge duration) within the style only and then arranged accordingly in the slot positions. For example, consider Style 1 having 10 style-colors and 5 of these style-colors are carried in the wedge assortment. Then, only these 5 style-colors are ranked using their respective buy quantity. The style-color with the highest buy quantity is placed in slot 1 and the lowest in slot 5.

• Time Phased Wedge at Sub-Class/Look/Cluster level: When viewing the wedge at this level, all the style-colors carried in the wedge assortment for that sub-class are ranked based on their respective buy quantity (for wedge duration), independent of their style level ranking. Accordingly, the product images depicting style-colors are arranged in the slot-positions, with the style-color with the highest buy quantity taking the first slot and the lowest taking the last slot.

• Equal Buy quantity for multiple style-colors: In the case of a tie-breaker between multiple style-colors, the following method is used by the application to derive the ranks:

  • Internal style-color position order index is used to break the tie between multiple style-colors with the same buy quantity. Internal style-color positions provide the sequence order for the style-color positions, which are loaded into the domain from RMS for most of the hierarchies (such as, product hierarchy) and are random in nature.

  • Example: Consider style-color 1 and style-color 2, have the same buy quantity 1500 units. The internal style-color position order index for style-color 1 and style-color 2 is 1 and 2 respectively, then the effective buy quantity is calculated as illustrated below:

    • Effective Buy Quantity for style-color 1 = (1 / 100,000 + Buy Quantity) = (0.00001 + 1500)= 1500.00001

    • Effective Buy Quantity for style-color 2 = (2 / 100,000 + Buy Quantity)= (0.00002 + 1500) = 1500.00002

    • In effect, style-color 2 will have a higher buy quantity, will be ranked higher, and will be placed before style-color 1.

Step 6 - Approve

In this final step of the Fill the Wedge process, the Buyer decides they have completed assorting the wedges and wants to make it available to other designated users, in particular to the Buyer who is building the Buy Plan or to the Planner building the Item Plan (and to Reporting as well). Some retailers create just a Buy Plan or an Item Plan or both types of plans.

This step converts the Working Plan decisions regarding wedge-level assortments, start/end dates, prices, descriptions, and attributes into Current Plan versions of the Working Plan measures. The Current Plan versions should be used for external reporting, and so on.

This step can be completed more than once, if the wedge requires additional changes after it has been approved. The Working Plan version overlays the Current Plan version if approved again.

Custom Menu Option

This step has one custom menu option.

Approve Plan

This custom menu copies the Working Plan version of the measures into Current Plan version of the measure and can be rerun whenever Working Plan changes need to be promoted to the Current Plan. This custom menu option is available only in this step.

Approve Wedge View

In this view, the Buyer selects the look to be approved, enters any approval notes (optional), and then selects the Approve Plan custom menu option that copies the Working Plan version of the measures into the Current Plan version of each measure.

Figure 6-37 Approve Wedge View

Table 6-34 lists the measures available in this view.

Table 6-34 Approve Wedge View Measures

Label	Description
Approve Wedge	Boolean measure to indicate which Look to approve. The checked Looks will be approved after executing the Approve Plan custom menu.
Approved By	User who approved.
Approval Date	Date of the approval.
Notes	Note to attach to the approved Shopping List.