7 Buying Plan

Buying plan is the sixth step in the AP business process.

Table 7-1 Business Roles in Buying Plan

	The Buyer Analyst creates and re-trends the Buying Plan.
	The Merchandise Planner reviews the Buying Plan in the MFP Review/Refine Buying Plan step of the Buying Plan task. This is an optional step and the Planners can be granted read-only access to the data.

Buying Plan Task

In this task, the Buyer builds a Buying Plan based on the assortment created in the Fill the Wedge Task. This plan includes time-phased (generally weekly) Sales, Margin, Inventory, and Receipt components. This GA version of the Buy Plan is meant to coexist with a more granular Item Plan. However, when implementing this solution, you can choose to add more detail to this plan to consolidate the Buy Plan and Item Plan processes into a single task.

This task has the following steps:

• Step 1 - Create Sales Plan

• Step 2 - Create Receipt Plan

• Step 3 - Refine Buying Plan

• Step 4 - Reconcile to Targets

• Step 5 - 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, 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 7-2) 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 7-2 Measures for Wholesale/Franchise

Measure	Description	Math	Notes
Markdown per Unit Sold	An editable measure to show the markdowns planned to be taken by the wholesale/franchise account per sales unit .	Markdown per Unit Sold = SRP * Markdown %	This section of markdown measures refers to markdowns taken by the wholesale/franchise account, not by the retailer selling to the wholesale/franchise account.
Markdown %	An editable measure to show the markdowns planned to be taken by the wholesale/franchise account as a percentage of the SRP .	Markdown % = Markdown per Unit Sold / SRP	NA
Markdown % Owned by Retailer	This editable measure reflects the percentage of markdowns taken by the wholesale/franchise account that are owned by the retailer .	Markdown % Owned by Retailer = Markdown R Owned by Retailer / Markdown per Unit Sold R.	A retailer may negotiate the percentage of markdowns taken by the wholesale/franchise account that will be covered by the retailer that supplied the merchandise.
Markdown R Owned by Retailer	This editable measure reflects the currency value of markdowns taken by the wholesale/franchise account that are owned by the retailer.	Markdown R Owned by Retailer = Markdown R * Markdown % Owned by Retailer	NA
Wholesale / Franchise Margin R	This editable measure reflects the margin value of the style or style-color for the wholesale/franchise account, not for the retailer supplying the merchandise to the account.	Wholesale / Franchise Margin R = (Retail Cost - Cost - (Markdown per Unit Sold - Markdown R Owned by Retailer) * Sales U	NA
Wholesale / Franchise Margin %	This editable measure reflects the margin value of the style or style-color as a percentage of Sales for the wholesale/franchise account, not for the retailer supplying the merchandise to the account.	Wholesale / Franchise Margin % = Wholesale / Franchise Margin R / Sales R	NA
Retailer Margin R	This editable measure reflects the margin value of the style or style-color for the retailer supplying the merchandise to the account; net of the markdowns owned by the retailer.	Retailer Margin R = (SRP - Retail Cost - Markdown R Owned by Retailer) * Sales U	Retailer is the entity selling the merchandise to the wholesale/franchise account.
Retailer Margin %	This editable measure reflects the margin value of the style or style-color as a percentage of sales for the retailer supplying the merchandise to the account; net of the markdowns owned by the retailer.	Retailer Margin % = Retailer Margin R / Sales R	Retailer is the entity selling the merchandise to the wholesale/franchise account.
Shipments R	Shipments represent the transfer of merchandise in currency value to the wholesale/franchise account. The term Sales is used to represent sales to the consumer regardless of whether a wholly owned store/site/app or a wholesale/franchise account sold the item to the customer.	Manually entered, out of the box. See the notes column for the means by which this measure may be extended through configuration.	Shipments R and U may be extended through configuration so that they are calculated using a lag of Sales R and U respectively, through the use of the RPAS Lag function tied to a number of weeks lag between shipments to a wholesale/franchise account and their sale by the account to a consumer. The number of weeks lag (can be its own measure that is fed from a solution like Oracle's Replenishment Optimization or maintained directly by the Planner). You can take this extension further and plan shipments that roll forward to sales (rather than planning sales that roll back to shipments) with the use of the same RPAS function.
Shipments U	Shipments represent the transfer of merchandise in unit value to the wholesale/franchise account. The term Sales to represent sales to the consumer regardless of whether a wholly owned store/site/app or a wholesale/franchise account sold the item to the customer.	Manually entered, out of the box. See the notes column for the means by which this measure may be extended through configuration.
Shipments AUR	The average currency value per unit of shipments.	Shipments AUR = Shipments R / Shipments U	NA

Create the Buying Plan Workbook

To create the Buying Plan workbook:

1. Select the New Workbook icon in the Buying Plan task.

   Figure 7-1 Buying Plan Task

   
   

   The workbook wizard opens.

2. In the Select Looks page, select the looks to be loaded into the workbook. Click Finish.

   Figure 7-2 Workbook Wizard Select Look(s) Page

   
   

   The workbook is created.

Real-Time Alerts

Table 7-3 lists the real-time alerts in this task.

Table 7-3 Real-Time Alerts Buying Plan Task

Number	Alert	Description
1	Selling Start Date Error	Selling Start Date is set to be before the Style-Color Intro Date.
2	Selling End Date Error	Selling End Date is set to be greater than the Style-Color Exit Date or less than the Selling Start Date.
3	Move to Clearance Date Error	Move to Clearance Date is set to be outside of the Selling Start and End Date time frame.
4	WP Sales Reg +Promo Alert	WP Sales Reg +Promo Alert Sales Reg+Promo plan must be within the Reg+Promo selling periods and the Style-Color included in this look.
5	WP Sales Clr Alert	Sales clearance plan must be within the clearance selling periods and the Style-Color included in this look.
6	WP Sales by Look Alert	Total sales plan must be within the total selling periods and the Style-Color included in this look.
7	WP Sales Alert	Total sales plan must be within the total selling periods and the Style-Color included in this look at the Look Level.
8	Second Rec Lag Alert	If Second Receipt Lag value or Percentage is set, but not both, when the user tries to Create Receipt Plan, it will show alert since both needs to be set in order to create the Second Receipt Drop.
9	WP Receipt Alert	The Receipt Plan must be within the selling periods and must not exceed WP Buy Qty.
10	Create Weekly Sales Alert	The look is partially or fully elapsed or the Style-Color is not New.
11	Seed Sales Parameters Alert	The look is partially or fully elapsed or the Style-Color is not New.
12	Create Receipt Plan Alert	The look is partially or fully elapsed or the Style-Color is not New.

Step 1 - Create Sales Plan

In this step, the Buyer seeds the sales plan with a sales curve and the total projected sales created in the Wedge processes and then revises as necessary. As in the Create Sales Plan steps, there are separate tabs for Brick and Mortar versus Direct sales planning as you may choose to use a different measure set for each type of sales planning: Net Sales versus Gross Sales (Net Sales minus Customer Returns, and so on). Any type of cluster can be planned in either approach. Both approaches result in calculating the Net Sales measures.

There is a also a separate tab for Wholesale and Franchise channel, where the user can plan measures such as Gross Margin owned by the wholesaler versus Gross Margin owned by the retailer. This type of method is suggested to only be used by Wholesale and Franchise clusters.

This step has the following tabs and views:

• Sales Parameters Tab:

  • Review Look View

  • Review Wedge View

  • Review Sales Curves View

  • Define Sales Parameters View

• Brick & Mortar Sales Tab:

  • Refine Sales Plan by Look View

  • Review Sales Plan View

• Direct Sales Tab:

  • Refine Sales Plan by Look View

  • Review Sales Plan View

• Wholesale/Franchise Sales Tab:

  • Refine Sales Plan by Look View

  • Review Sales Plan View

Custom Menu Options

This step has the following custom menu options:

Seed Parameters

For those styles and style-colors that are being launched with this look as opposed to being carried over from a prior look, the Seed Parameters custom menu seeds the total gross sales, returns, start/end dates and cost/price, and so on, from the Wedge workbook. By seeding this through a Custom Menu, you can first seed the measures and then edit the very same measure cells.

Create Sales

Once the parameters are set and the Buyer has selected a sales curve that represents the expected sales life of the style and/or style-color (the sales curve can be selected for a Subclass, a Style and/or a Style-color), this custom menu option spreads the total sales over the life of the item using the sales curve from the all calendar level to the week level. Since this process is completed through a custom menu, the Buyer can adjust the same weekly sales measure cells that are being calculated in the custom menu.

Sales Parameters Tab

In this tab, the Buyer creates the Sales Plan by seeding parameters and using the Create Sales custom menu to spread the total life sales of the style-color to the week level with the assistance of a sales curve (that you select).

Review Look View

This view shows the start and end dates for each look by cluster in the workbook. The sister and prior looks for each look are also listed.

Figure 7-3 Review Look View

Table 7-4 lists the measures available in this view.

Table 7-4 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.

Review Wedge View

This view shows the Buyer, by style-color (and higher) and cluster (and higher), the sales start and end dates, the planned total sales, returns, cost, price, markup, buy quantity, and notes that were created in the Wedge process. These measures may have been seeded from the Senior Buyer's Shopping List in the Wedge process.

The start and end dates here will override the Look start and end dates for a given cluster, and so on.

Figure 7-4 Review Wedge View

Table 7-5 lists the measures available in this view.

Table 7-5 Review Wedge View Measures

Label	Description
Color	The color of the style-color.
BW CP Reg +Promo Sales U	Regular plus promotion sales unit that is approved in the Build Wedge workbook.
BW CP Reg +Promo Sales R	Regular plus promotion sales retail that is approved in the Build Wedge workbook.
BW CP Reg +Promo Sales AUR	Regular plus promotion average unit retail that is approved in the Build Wedge workbook.
BW CP FP Sell-Thru %	The full price sell through percent that is approved in the Build Wedge workbook.
BW CP Buy Qty	Buy quantity units that are approved in the Build Wedge workbook.
BW CP Price Tier	The price tier of the style-color that is approved in the Build Wedge workbook.
BW CP Wedge Start Date	The start date of the Wedge that is approved in the Build Wedge workbook.
BW CP Wedge End Date	The end date of the Wedge that is approved in the Build Wedge workbook.
BW CP Wedge Duration (Days)	The duration of the Wedge that is approved in the Build Wedge workbook.
BW CP Notes	The user entered note that is approved in the Build Wedge workbook.

Review Sales Curves View

In this view, the Buyer can view a library of sales curves from which you can choose for the purposes of seeding your sales plan. Your Central Planning Team likely created these curves.

Figure 7-5 Review Sales Curves View

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

Table 7-6 Review Sales Curves View Measures

Label	Description
Sales Curve Label	Descriptive label for the lifecycle curve.
Sales Curve %	Curve from the Lifecycle Curve Profile Maintenance workbook, but it is resized for the Look time frame.

Define Sales Parameters View

In this view, the Buyer is able to control the sales seeding process. The Buyer can both review the measures from which seeding occurs (sales, start and end dates, and so on) and select the sales curve to use when seeding the weekly sales plan (Create Sales custom menu option).

In order to execute the custom menu, the WP Selected Sales Curve and WP Create Sales Plan have to be selected. The WP Apply seasonality is optional, the Buyer selects it if the Buyer wants to also apply the PoC Plan seasonality to the week level Sales Curves, before generating weekly sales.

Figure 7-6 Define Sales Parameters View

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

Table 7-7 Define Sales Parameters View Measures

Label	Description
WP Style-Color Status	This measure indicates if this style-color is a Carryover or New Style-Color. The buy plan will only be created for the New Style-Colors.
WP Seed Sales Parameters	Boolean measure set at the style-color level, which indicates the Seed Parameters custom menu should populate the sales parameters for this style-color. Only the style-colors that have this measure enabled will be seeded. The custom menu seeds Sales Parameters based on the measures from the Wedge. For more information on the custom menu, see "Seed Parameters".
WP Selling Start Date	The start selling date of the style-color. The value is seeded from BW CP Style-Color Intro Date for New Style-Colors only.
WP Selling End Date	The end selling date of the style-color. The value is seeded from BW CP Style-Color Exit Date for New Style-Colors only.
WP # of Selling Weeks	The selling duration of the style-color. The value is seeded from BW CP Style-Color Life (Wks) for New Style-Colors only.
WP Sales Reg +Promo U	The regular plus promotion sales unit of the style-color. The value is seeded from BW CP Sales Reg + Promo U for New Style-Colors only.
WP Sales Reg +Promo R	The regular plus promotion sales retail of the style-color. The value is seeded from BW CP Sales Reg + Promo R for New Style-Colors only.
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 Move to Clearance	The selection of this measure is optional before executing the custom menu. If move to clearance is being planned, then WP Sales Clr R/U should be planned.
WP Selected Sales Curve	Picklist of curves from the Lifecycle Curve Profile Maintenance Workbook. The selection of this measure is required before executing the custom menu.
WP Apply Seasonality	The Boolean measure is used to apply seasonality from the LP plan when the Create Sales custom menu is executed. The selection of this measure is optional before executing the custom menu.
WP Create Sales Plan	Boolean measure set at the style-color level, which indicates the Create Sales custom menu should generate the sales plan for the style-colors. Only the style-colors that have this measure enabled will be created the weekly sales plan.

Brick & Mortar Sales Tab

On this tab, the Buyer reviews and refines the seeded sales plan. This tab uses a typical Brick & Mortar approach to planning sales with Net Sales versus, on the next tab, the Direct Sales tab that uses Gross Sales leading to Net Sales (Net Sales equals Gross Sales minus Customer Returns). However, you can plan any of your clusters on either tab depending on your preference. You can think of the Brick & Mortar Sales tab as the Net Sales method and the Direct Sales tab as the Gross Sales method.

Refine Sales Plan by Look View

In this view, plan, review, and edit the seeded sales plan at the style-color (or higher), cluster (or higher) and look (or higher) level. This view uses the Brick & Mortar or Net Sales method, but you can plan any and all of your clusters with this method, if you wish.

Figure 7-7 Refine Sales Plan by Look View

Table 7-8 lists the measures available in this view.

Table 7-8 Refine Sales Plan by Look View Measures

Label	Description
WP Sales U	The weekly Sales Unit is the sum of WP Sales Reg + Promo U and WP Sales Clr U.
WP Sales R	The weekly Sales Retail is the sum of WP Sales Reg + Promo R and WP Sales Clr R.
WP Sales AUR	Average Unit Retail equals WP Sales R divided by WP Sales U.
WP Avg Wkly Sales U	WP Average Weekly Sales U is the average of Sales Units across the duration of the selling weeks. The value of this measure is available at the all calendar level. Making adjustment to this measure will lead to the change of WP Sales U at every week proportionally.
WP Avg / PoC Sales U	WP Average PoC Sales U is the average of Sales Units across all the PoCs in the cluster. The value of this measure is available at the cluster level. Making adjustment to this measure will lead to the change of WP Sales U for the week and the cluster.
WP Sales Reg +Promo U	The weekly regular plus promotion sales unit that are populated by executing the Create Sales custom menu. It is calculated from spreading the WP Sales Reg + Promo U from the all calendar level to the week level, based on the sales curve selected and the seasonality curve as well as the move clearance date, if selected.
WP Sales Reg +Promo R	The weekly regular plus promotion sales retail that is populated by executing the Create Sales custom menu.
WP Sales Reg +Promo AUR	Average Unit Retail equals WP Sales Reg +Promo R divided by WP Sales Reg +Promo U.
WP Sales Clr U	The weekly clearance sales unit that is populated by executing the Create Sale custom menu. It is calculated from spreading the WP Sales Clr U from the all calendar level to the week level, based on the sales curve selected and the seasonality curve as well as the move clearance date, if selected.
WP Sales Clr R	The weekly clearance sales retail that is populated by executing the Create Sales custom menu.
WP Sales Clr AUR	Average Unit Retail equals WP Clr R divided by WP Sales Clr U.
WP Markdown %	Markdown percentage for Brick & Mortar and Direct is calculated as the difference between Price and Total Sales AUR divided by Price. The measure varies by week since the Total Sales AUR changes weekly based on weekly sales plan.

Review Sales Plan View

In this view, view the seeded and edited sales plan at the style-color (or higher), so without the Looks being in the way. This view summarizes all of the looks and removes the Look hierarchy from the view. This view uses the Brick & Mortar or Net Sales method, but you can plan any and all of your clusters with this method, if you wish.

Compared with the previous view, Refine Sales Plan by Look, this view shows the value across all looks. The values are simply displayed at the product/calendar/cluster level. This means if one style-color belongs to different looks at different time periods, all of its sales values in different looks will be merged and shown here.

Figure 7-8 Review Sales Plan View

Table 7-9 lists the measures available in this view.

Table 7-9 Review Sales Plan by Look View Measures

Label	Description
WP Sales U	The weekly Sales Unit is the sum of WP Sales Reg + Promo U and WP Sales Clr U.
WP Sales R	The weekly Sales Retail is the sum of WP Sales Reg + Promo R and WP Sales Clr R.
WP Sales AUR	Average Unit Retail equals WP Sales R divided by WP Sales U.
WP Avg Wkly Sales U	WP Average Weekly Sales U is the average of Sales Units across the duration of the selling weeks. The value of this measure is available at the all calendar level.
WP Avg / PoC Sales U	WP Average PoC Sales U is the average of Sales Units across all the PoCs in the cluster. The value of this measure is available at the cluster level.
WP Sales Reg +Promo U	The weekly regular plus promotion sales unit that are populated by executing the Create Sales custom menu. It is calculated from spreading the WP Sales Reg + Promo U from the all calendar level to the week level, based on the sales curve selected and the seasonality curve as well as the move clearance date, if selected.
WP Sales Reg +Promo R	The weekly regular plus promotion sales retail that is populated by executing the Create Sales custom menu.
WP Sales Reg +Promo AUR	Average Unit Retail equals WP Sales Reg +Promo R divided by WP Sales Reg +Promo U.
WP Sales Clr U	The weekly clearance sales unit that is populated by executing the Create Sale custom menu. It is calculated from spreading the WP Sales Clr U from the all calendar level to the week level, based on the sales curve selected and the seasonality curve as well as the move clearance date, if selected.
WP Sales Clr R	The weekly clearance sales retail that is populated by executing the Create Sales custom menu.
WP Sales Clr AUR	Average Unit Retail equals WP Clr R divided by WP Sales Clr U.
WP Markdown %	Markdown percentage for Brick & Mortar and Direct is calculated as the difference between Price and Total Sales AUR divided by Price. The measure varies by week since the Total Sales AUR changes weekly based on weekly sales plan.

Direct Sales Tab

On this tab, you review and refine the seeded sales plan. This tab uses a typical Direct (Sites, Applications, and so on) approach to planning sales with Net Sales equals Gross Sales minus Returns versus, on the prior tab (Brick & Mortar Sales), that uses Net Sales without any upstream calculations. However, you can plan any of your clusters on either tab depending on your preference. You can think of the Brick & Mortar Sales tab as the Net Sales method and the Direct Sales tab as the Gross Sales method.

Refine Sales Plan by Look View

In this view, plan, review, and edit the seeded sales plan at the style-color (or higher), cluster (or higher) and look (or higher) level. This view uses the Direct or Gross Sales method, but you can plan any and all of your clusters with this method, if you wish.

Figure 7-9 Refine Sales Plan by Look View

Table 7-10 lists the measures available in this view.

Table 7-10 Refine Sales Plan by Look View Measures

Label	Description
WP Sales U	The weekly Sales Unit is the sum of WP Sales Reg + Promo U and WP Sales Clr U.
WP Sales R	The weekly Sales Retail is the sum of WP Sales Reg + Promo R and WP Sales Clr R.
WP Sales AUR	Average Unit Retail equals WP Sales R divided by WP Sales U.
WP Avg Wkly Sales U	WP Average Weekly Sales U is the average of Sales Units across the duration of the selling weeks. The value of this measure is available at the all calendar level. Making adjustment to this measure will lead to the change of WP Sales U at every week proportionally.
WP Avg / PoC Sales U	WP Average PoC Sales U is the average of Sales Units across all the PoCs in the cluster. The value of this measure is available at the cluster level. Making adjustment to this measure will lead to the change of WP Sales U for the week and the cluster.
WP Markdown %	Markdown percentage for Brick & Mortar and Direct is calculated as the difference between Price and Total Sales AUR divided by Price. The measure varies by week since the Total Sales AUR changes weekly based on weekly sales plan.
WP Cust Returns %	The Working Plan percentage of Customer Returns Retail to the Total Sales Retail.
WP Cust Returns U	The Working Plan Customer Returns Unit.
WP Cust Returns R	The Working Plan Customer Returns Retail.
WP Sales Net Cust Ret U	The left sales unit by subtracting WP Cust Returns U from WP Sales U.
WP Sales Net Cust Ret R	The left sales retail by subtracting WP Cust Returns R from WP Sales R.
WP Sales Net Cust Ret AUR	Working Plan Average Unit Retail of total Sales U minus Customer Returns; the average price a group of products are sold at considering the returned items.
WP Avg Wkly Sales Net Cust Ret U	WP Average Weekly Sales Net Customer Returns U is the average of Sales Units minus Customer Returns across the duration of the selling weeks. The value of this measure is available at the all calendar level.
WP Avg / PoC Sales Net Cust Ret U	WP Average PoC Sales Net Customer Returns U is the average of Sales Units minus Customer Returns across all the PoCs in the cluster. The value of this measure is available at cluster level.
WP Sales Reg +Promo U	The weekly regular plus promotion sales unit that are populated by executing the Create Sales custom menu. It is calculated from spreading the WP Sales Reg + Promo U from the all calendar level to the week level, based on the sales curve selected and the seasonality curve as well as the move clearance date, if selected.
WP Sales Reg +Promo R	The weekly regular plus promotion sales retail that is populated by executing the Create Sales custom menu.
WP Sales Reg +Promo AUR	Average Unit Retail equals WP Sales Reg +Promo R divided by WP Sales Reg +Promo U.
WP Sales Clr U	The weekly clearance sales unit that is populated by executing the Create Sale custom menu. It is calculated from spreading the WP Sales Clr U from the all calendar level to the week level, based on the sales curve selected and the seasonality curve as well as the move clearance date, if selected.
WP Sales Clr R	The weekly clearance sales retail that is populated by executing the Create Sales custom menu.
WP Sales Clr AUR	Average Unit Retail equals WP Clr R divided by WP Sales Clr U.

Review Sales Plan View

In this view, view the seeded and edited sales plan at the style-color (or higher) and cluster (or higher). This view summarizes all of the looks and removes the Look hierarchy from the view. This view uses the Direct or Gross Sales method, but you can plan any and all of your clusters with this method.

Compared with the previous view, Refine Sales Plan by Look, this view shows the value across all looks. The values are simply displayed at product/calendar/cluster level. This means if one style-color belongs to different looks at different time periods, all of its sales values in different looks will be merged and shown here.

Figure 7-10 Review Sales Plan View

Table 7-11 lists the measures available in this view.

Table 7-11 Review Sales Plan View Measures

Label	Description
WP Sales U	The weekly Sales Unit is the sum of WP Sales Reg + Promo U and WP Sales Clr U.
WP Sales R	The weekly Sales Retail is the sum of WP Sales Reg + Promo R and WP Sales Clr R.
WP Sales AUR	Average Unit Retail equals WP Sales R divided by WP Sales U.
WP Avg Wkly Sales U	WP Average Weekly Sales U is the average of Sales Units across the duration of the selling weeks. The value of this measure is available at the all calendar level.
WP Avg / PoC Sales U	WP Average PoC Sales U is the average of Sales Units across all the PoCs in the cluster. The value of this measure is available at cluster level.
WP Cust Returns %	The Working Plan percentage of Customer Returns Retail to the Total Sales Retail.
WP Cust Returns U	The Working Plan Customer Returns Unit.
WP Cust Returns R	The Working Plan Customer Returns Retail.
WP Sales Net Cust Ret U	The left sales unit by subtracting WP Cust Returns U from WP Sales U.
WP Sales Net Cust Ret R	The left sales retail by subtracting WP Cust Returns R from WP Sales R.
WP Sales Net Cust Ret AUR	Working Plan Average Unit Retail of total Sales U minus Customer Returns; the average price a group of products are sold at considering the returned items.
WP Avg Wkly Sales Net Cust Ret U	WP Average Weekly Sales Net Customer Returns U is the average of Sales Units minus Customer Returns across the duration of the selling weeks. The value of this measure is available at the all calendar level.
WP Avg / PoC Sales Net Cust Ret U	WP Average PoC Sales Net Customer Returns U is the average of Sales Units minus Customer Returns across all the PoCs in the cluster. The value of this measure is available at cluster level.
WP Sales Reg +Promo U	The weekly regular plus promotion sales unit that are populated by executing the Create Sales custom menu. It is calculated from spreading the WP Sales Reg + Promo U from the all calendar level to the week level, based on the sales curve selected and the seasonality curve as well as the move clearance date, if selected.
WP Sales Reg +Promo R	The weekly regular plus promotion sales retail that is populated by executing the Create Sales custom menu.
WP Sales Reg +Promo AUR	Average Unit Retail equals WP Sales Reg +Promo R divided by WP Sales Reg +Promo U.
WP Sales Clr U	The weekly clearance sales unit that is populated by executing the Create Sale custom menu. It is calculated from spreading the WP Sales Clr U from the all calendar level to the week level, based on the sales curve selected and the seasonality curve as well as the move clearance date, if selected.
WP Sales Clr R	The weekly clearance sales retail that is populated by executing the Create Sales custom menu.
WP Sales Clr AUR	Average Unit Retail equals WP Clr R divided by WP Sales Clr U.
WP Markdown %	Markdown percentage for Brick & Mortar and Direct is calculated as the difference between Price and Total Sales AUR divided by Price. The measure varies by week since the Total Sales AUR changes weekly based on weekly sales plan.

Wholesale/Franchise Sales Tab

On this tab, you review and refine the seeded sales plan. This tab plans sales for Wholesale and Franchise clusters with Net Sales equals Gross Sales minus Returns versus. It differentiates Markdown % versus Markdown % owned by Retailer.

Note that this tab is designed to be used by Wholesale and Franchise clusters only. The measures in this tab do not apply to Brick & Mortar or Direct clusters.

Refine Sales Plan by Look View

In this view, plan, review, and edit the seeded sales plan at the style-color (or higher), cluster (or higher), and look (or higher) level. This view allows you to plan measures such as markdown owned by the wholesaler versus markdowns owned by the retailer, as well as gross margins owned by the wholesale versus gross margin owned by the retailer, and so on.

Figure 7-11 Refine Sales Plan by Look View

Table 7-12 lists the measures available in this view.

Table 7-12 Refine Sales Plan by Look View Measures

Label	Description
WP Sales U	The weekly Sales Unit is the sum of WP Sales Reg + Promo U and WP Sales Clr U. WP Sales Reg + Promo U and WP Sales Clr U are pushed from the all calendar level to the week level by the Sales Creation custom menu.
WP Sales R	The weekly Sales Unit is the sum of WP Sales Reg + Promo R and WP Sales Clr R. WP Sales Reg + Promo R and WP Sales Clr R are pushed from the all calendar level to the week level by the Sales Creation custom menu.
WP Sales AUR	Average Unit Retail equals WP Sales R divided by WP Sales U.
WP Avg Wkly Sales U	WP Average Weekly Sales U is the average of Sales Units across the duration of the selling weeks. The value of this measure is available at the all calendar level.
WP Avg / PoC Sales U	WP Average PoC Sales U is the average of Sales Units across all the PoCs in the cluster. The value of this measure is available at the cluster level.
BW CP Cost	This is the acquisition cost. It is the cost to procure/manufacture the goods to be sold through the wholesale or franchise channel.
BW CP Price	This is style-color base measure approved from the Build Wedge workbook. It is replicated to look/clus/week so that it can be viewed easily in the view, but does not vary by week.
BW CP Retailer Cost	The retailer cost is the cost at which the Retailer or Franchisee purchases the merchandise. The Wholesaler sells merchandise at this cost.
BW CP SRP	Suggested Retail Price is the recommended price, often tagged on the merchandise, that is expected to be the price the merchandise sold through the Wholesaler or Franchisee. This measure is approved in the Build Wedge workbook by clusters. It is replicated to look/week so that it can be viewed easily, but it does not vary by week.
WP Markdown %	Markdown percentage by week.
WP Markdown per Unit Sold R	This is the average markdown R across the sold units.
WP Markdown % Owned by Retailer	This is the Markdown percentage that is contributed from the Retailer. Since there will be vendor fund to compensate the markdown, not 100% markdown is contributed from the Retailer. Here is an example to understand Wholesale Markdown versus Retailer Markdown. A markdown of 20% of an item with a price of $10 will be $2. A markdown owned by wholesale of 30% means the Retailer is only taking the hit for 70% of the item markdown.
WP Markdown R Owned by Retailer	This is the Markdown R that is contributed from the retailer. Since there will be vendor fund to compensate the markdown, not all the markdown R is contributed from the retailer. Here is an example to understand Wholesale Markdown versus Retailer Markdown. A markdown of 20% of an item with a price of $10 will be $2. A markdown owned by wholesale of 30% means $0.60 out of the $2 markdown is owned by the wholesale so the retailer is only taking the hit for $2 - $0.60=$1.4 of the item markdown.
WP WHSLE/FRCHS Margin R	This is the Gross Margin Retail owned by the Wholesale/Franchise.
WP WHSLE/FRCHS Margin %	This is the Gross Margin Percent that is owned by the Wholesale/Franchise.
WP Retailer Margin R	This is the Gross Margin Retail owned by the Retailer.
WP Retailer Margin %	This is the Gross Margin Percent owned by the Retailer.
WP Shipment U	Planned Shipment Units, typically planned by retailers with a wholesale and/or franchise business structure. Either Units or Retail can be planned, and need to be reconciled to the assortment plan's sales or receipts (the default configuration does not link these measures). When planning Units, the planner should also plan AUR and Retail will calculate. WP Shipment U = WP Shipment R / WP Shipment AUR
WP Shipment R	Planned Shipment Retail, typically planned by retailers with a wholesale and/or franchise business structure. Either Units or Retail can be planned, and need to be reconciled to the assortment plan's sales or receipts (the default configuration does not link these measures). When planning Retail, the planner should also plan AUR and Units will calculate. WP Shipment R = WP Shipment U * WP Shipment AUR
WP Shipment AUR	Planned Shipment Average Unit Retail typically planned by retailers with a wholesale and/or franchise business structure. Planners would plan the Shipment AUR, and then can plan either Units or Retail and the other will calculate. These will then need to be reconciled to the assortment plan's sales or receipts, as the default configuration does not link these measures). WP Shipment AUR = WP Shipment R / WP Shipment U

Review Sales Plan View

In this view, view the seeded and edited sales plan at the style-color (or higher) and cluster (or higher). This view summarizes all of the looks and removes the Look hierarchy from the view. This view uses the Direct or Gross Sales method, but you can plan any and all of your clusters with this method.

Compared with the previous view, Refine Sales Plan by Look, this view shows the value across all looks. The values are simply displayed at product/calendar/cluster level. This means if one style-color belongs to different looks at different time periods, all of its sales values in different looks will be merged and shown here.

Figure 7-12 Review Sales Plan View

Table 7-13 lists the measures available in this view.

Table 7-13 Review Sales Plan View Measures

Label	Description
WP Sales U	The weekly Sales Unit is the sum of WP Sales Reg + Promo U and WP Sales Clr U. WP Sales Reg + Promo U and WP Sales Clr U are pushed from the all calendar level to the week level by the Sales Creation custom menu.
WP Sales R	The weekly Sales Unit is the sum of WP Sales Reg + Promo R and WP Sales Clr R. WP Sales Reg + Promo R and WP Sales Clr R are pushed from the all calendar level to the week level by the Sales Creation custom menu.
WP Sales AUR	Average Unit Retail equals WP Sales R divided by WP Sales U.
WP Avg Wkly Sales U	WP Average Weekly Sales U is the average of Sales Units across the duration of the selling weeks. The value of this measure is available at the all calendar level.
WP Avg / PoC Sales U	WP Average PoC Sales U is the average of Sales Units across all the PoCs in the cluster. The value of this measure is available at the cluster level.
BW CP Cost	This is the acquisition cost. It is the cost to procure/manufacture the goods to be sold through the wholesale or franchise channel.
BW CP Price	This is style-color base measure approved from the Build Wedge workbook. It is replicated to look/clus/week so that it can be viewed easily in the view, but does not vary by week.
BW CP Retailer Cost	The retailer cost is the cost at which the Retailer or Franchisee purchases the merchandise. The Wholesaler sells merchandise at this cost.
BW CP SRP	Suggested Retail Price is the recommended price, often tagged on the merchandise, that is expected to be the price the merchandise sold through the Wholesaler or Franchisee. This measure is approved in the Build Wedge workbook by clusters. It is replicated to look/week so that it can be viewed easily, but it does not vary by week.
WP Markdown %	Markdown percentage by week.
WP Markdown per Unit Sold R	This is the average markdown R across the sold units.
WP Markdown % Owned by Retailer	This is the Markdown percentage that are contributed from the Retailer. Since there will be vendor fund to compensate the markdown, not 100% markdown is contributed from the Retailer. Here is an example to understand Wholesale Markdown versus Retailer Markdown. A markdown of 20% of an item with a price of $10 will be $2. A markdown owned by wholesale of 30% means the Retailer is only taking the hit for 70% of the item markdown.
WP Markdown R Owned by Retailer	This is the Markdown R that is contributed from the retailer. Since there will be vendor fund to compensate the markdown, not all the markdown R is contributed from the retailer. Here is an example to understand Wholesale Markdown versus Retailer Markdown. A markdown of 20% of an item with a price of $10 will be $2. A markdown owned by wholesale of 30% means $0.60 out of the $2 markdown is owned by the wholesale so the retailer is only taking the hit for $2 - $0.60=$1.4 of the item markdown.
WP WHSLE/FRCHS Margin R	This is the Gross Margin Retail owned by the Wholesale/Franchise.
WP WHSLE/FRCHS Margin %	This is the Gross Margin Percent that is owned by the Wholesale/Franchise.
WP Retailer Margin R	This is the Gross Margin Retail owned by the Retailer.
WP Retailer Margin %	This is the Gross Margin Percent owned by the Retailer.
WP Shipment U	Planned Shipment Units, typically planned by retailers with a wholesale and/or franchise business structure. Either Units or Retail can be planned, and need to be reconciled to the assortment plan's sales or receipts (the default configuration does not link these measures). When planning Units, the planner should also plan AUR and Retail will calculate. WP Shipment U = WP Shipment R / WP Shipment AUR
WP Shipment R	Planned Shipment Retail, typically planned by retailers with a wholesale and/or franchise business structure. Either Units or Retail can be planned, and need to be reconciled to the assortment plan's sales or receipts (the default configuration does not link these measures). When planning Retail, the planner should also plan AUR and Units will calculate. WP Shipment R = WP Shipment U * WP Shipment AUR
WP Shipment AUR	Planned Shipment Average Unit Retail typically planned by retailers with a wholesale and/or franchise business structure. Planners would plan the Shipment AUR, and then can plan either Units or Retail and the other will calculate. These will then need to be reconciled to the assortment plan's sales or receipts, as the default configuration does not link these measures). WP Shipment AUR = WP Shipment R / WP Shipment U

Step 2 - Create Receipt Plan

Now that the sales plan is created, you can create a receipt and inventory plan. In this step, you update key inputs seeded from the Build Wedge step (Buy quantities and sell-thru % and so on) and select lead and lag times, and so on, that are used to seed a receipt plan. Then, you can review and edit the receipt and inventory plan as needed.

This step has the following tabs and views:

• Receipt Parameters Tab:

  • Receipt Parameters View

• Receipt Plan Tab:

  • Refine Receipt Plan by Look View

  • Review Receipt Plan View

Custom Menu Option

This step has one custom menu option.

Create Receipts

This custom menu creates the receipt plan based on the parameters that you have seeded/edited. It is a custom menu option so that you can both seed and edit the same measure cells (and use different logic for seeding versus editing).

Receipt Parameters Tab

In this tab, update key inputs seeded from the Wedge step (Buy quantities and sell-thru percentage and so on) and select lead and lag times, percentage of buy covered by each receipt, and so on, that are used to seed a receipt plan.

Receipt Parameters View

This is the only view for this tab.

Figure 7-13 Receipt Parameters View

Table 7-14 lists the measures available in this view.

Table 7-14 Receipt Parameters View Measures

Label	Description
WP FP Sell-Thru %	This is the same measure as in the Define Sales Parameters view.
WP Buy Qty	This measure is the total Buy Quantity that the receipt plan should cover. Comparing the date that the workbook is being accessed with the receipt plan effective date, if the receipt plan has not elapsed, the value of this measure should equal to the WP Sales Unit; otherwise ignore.
WP 1st Rec Lead Time (0-2 Wks)	This measure is the number of weeks that the first receipt should be delivered before the first selling week. For example, if the start selling week is Week 3, and having the 1st Receipt Lead Time as 2 will put the first delivered receipt at Week 1.
WP 2nd Rec Lag Time (Wks)	This measure is the number of weeks that the second receipt should be delivered after the first receipt. For example, if the first receipt is delivered in Week 1, having the 2nd Receipt Lag Time as 4 will put the second delivered receipt at Week 5.
WP Allocation for 1st Rec Lead %	The percent of Buy Quantity for the first receipt. The percent value times Buy Quantity will be allocated as the first Receipt. There are two deliveries by default. However, the user can choose to add, delete, or edit the deliveries by adjusting the WP Receipt Units measure in the Refine Receipt Plan by Look view.
WP Allocation for 2nd Rec Lag %	The percent of Buy Quantity for the second receipt. The percent value times Buy Quantity will be allocated as the second Receipt. There are two deliveries by default. However, the user can choose to add, delete, or edit the deliveries by adjusting the WP Receipt Units measure in the Refine Receipt Plan by Look view.
WP Create Receipt Plan	Boolean measure set at style-color level, which indicates the Create Receipt Plan custom menu should generate the receipt plan for this style-colors. Only the style-colors that have this measure enabled will be created the weekly receipt plan. The enablement of this Boolean measure is required in order to execute the Create Receipt Plan custom menu.

Receipt Plan Tab

On this tab, review and refine the seeded sales plan.

Refine Receipt Plan by Look View

In this view, review and edit the seeded receipt plan at the style-color (or higher), cluster (or higher) and look (or higher) level.

Figure 7-14 Refine Receipt Plan by Look View

Table 7-15 lists the measures available in this view.

Table 7-15 Refine Receipt Plan by Look View Measures

Label	Description
WP Sales U	This is the planned weekly sales units. This is the WP Sales U that is previously calculated from sales plan creation.
WP BOP U	The Beginning of Period Unit. This measure is calculated as the lag of WP EOP U, meaning the WP EOP U from the previous week.
WP Receipt Allocation %	The percent entered here is timed with the Buy Quantity to get the WP Receipt U. This measure is initially merged from WP Allocation for 1st Rec Lead % and WP Allocation for 2nd Rec Lag % from the Define Receipt Parameters view, but it can be edited by the user.
WP Receipt U	The value of this measure shows the planned receipt in each week. It is calculated from the total target Buy Quantity as well as the WP Receipt Allocation %. Since the receipt unit can be entered by the user, it is capped by the Buy Quantity.
WP EOP U	The End of Period Unit. This measure is calculated by starting with the beginning of period (BOP) inventory, plus the WP Receipt U and minus the WP Sales U.
WP Shipment U	Planned Shipment Units, typically planned by retailers with a wholesale and/or franchise business structure. Either Units or Retail can be planned, and need to be reconciled to the assortment plan's sales or receipts (the default configuration does not link these measures). When planning Units, the planner should also plan AUR and Retail will calculate. WP Shipment U = WP Shipment R / WP Shipment AUR
WP Shipment R	Planned Shipment Retail, typically planned by retailers with a wholesale and/or franchise business structure. Either Units or Retail can be planned, and need to be reconciled to the assortment plan's sales or receipts (the default configuration does not link these measures). When planning Retail, the planner should also plan AUR and Units will calculate. WP Shipment R = WP Shipment U * WP Shipment AUR
WP Shipment AUR	Planned Shipment Average Unit Retail typically planned by retailers with a wholesale and/or franchise business structure. Planners would plan the Shipment AUR, and then can plan either Units or Retail and the other will calculate. These will then need to be reconciled to the assortment plan's sales or receipts, as the default configuration does not link these measures). WP Shipment AUR = WP Shipment R / WP Shipment U

Review Receipt Plan View

In this view, review edit the seeded plan at the style-color (or higher) and cluster (or higher). This view summarizes all of the looks and removes the Look hierarchy from the view.

Compared with the previous view, Refine Receipt Plan by Look, this view shows the value across all looks. The values are simply displayed at product/calendar/cluster level. This means if one style-color belongs to different looks at different time periods, all of its sales values in different looks will be merged and shown here.

Figure 7-15 Review Receipt Plan View

Table 7-16 lists the measures available in this view.

Table 7-16 Review Receipt Plan View Measures

Label	Description
WP Sales U	This is the planned weekly sales units. This is the WP Sales U that is previously calculated from sales plan creation.
WP BOP U	The Beginning of Period Unit. This measure is calculated as the lag of WP EOP U, meaning the WP EOP U from the previous week.
WP Receipt Allocation %	The percent entered here is timed with the Buy Quantity to get the WP Receipt U. This measure is initially merged from WP Allocation for 1st Rec Lead % and WP Allocation for 2nd Rec Lag % from the Define Receipt Parameters view, but it can be edited by the user.
WP Receipt U	The value of this measure shows the planned receipt in each week. It is calculated from the total target Buy Quantity as well as the WP Receipt Allocation %. Since the receipt unit can be entered by the user, it is capped by the Buy Quantity.
WP EOP U	The End of Period Unit. This measure is calculated by starting with the beginning of period (BOP) inventory, plus the WP Receipt U and minus the WP Sales U.
WP Shipment U	Planned Shipment Units, typically planned by retailers with a wholesale and/or franchise business structure. Either Units or Retail can be planned, and need to be reconciled to the assortment plan's sales or receipts (the default configuration does not link these measures). When planning Units, the planner should also plan AUR and Retail will calculate. WP Shipment U = WP Shipment R / WP Shipment AUR
WP Shipment R	Planned Shipment Retail, typically planned by retailers with a wholesale and/or franchise business structure. Either Units or Retail can be planned, and need to be reconciled to the assortment plan's sales or receipts (the default configuration does not link these measures). When planning Retail, the planner should also plan AUR and Units will calculate. WP Shipment R = WP Shipment U * WP Shipment AUR
WP Shipment AUR	Planned Shipment Average Unit Retail typically planned by retailers with a wholesale and/or franchise business structure. Planners would plan the Shipment AUR, and then can plan either Units or Retail and the other will calculate. These will then need to be reconciled to the assortment plan's sales or receipts, as the default configuration does not link these measures). WP Shipment AUR = WP Shipment R / WP Shipment U

Step 3 - Refine Buying Plan

In this step, the Buyer reviews the end-to-end Buying Plan (sales, margin, inventory and receipts) and refines the plan. The Buyer can always go back to the prior steps and reseed the plan, if key assumptions about the plan change (start and end dates, major sales or events shift during the life of the style-colors, and so on).

This step has the following tabs and views:

• Review Buy Plan Tab:

  • Buying Plan by Attribute View

  • Buying Plan by Color View

• Brick & Mortar Tab:

  • Refine Buying Plan View

• Direct Buy Plan Tab:

  • Refine Buying Plan View

• Wholesale/Franchise Sales Tab:

  • Refine Buying Plan View

• Inventory Review Tab:

  • Inventory Review View

Review Buy Plan Tab

On this tab, the Buyer can roll up the buy plan to the attribute or color levels and compare the buy plan's sales and margin working plans to last year and to the plan approved in the Wedge step (that was seeded from the Shopping List).

Buying Plan by Attribute View

In this view, roll up the buy plan to the attribute level and compare the buy plan's sales and margin working plans to last year and to the plan approved in the Wedge step (that was seeded from the Shopping List).

Figure 7-16 Buying Plan by Attribute View

Table 7-17 lists the measures available in this view.

Table 7-17 Buying Plan by Attribute View Measures

Label	Description
Attribute Value	The value of product attribute for which the user is about to review the related Assortment and 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. For example, if the product attribute is Silhouette, the attribute value can be A-Line, Hi-Lo, T-shirt Long Sleeve, and so on.
Endeca Rank	This is the Endeca ranking of the product attributes. It is loaded from an external source.
WP # of Styles	Number of Styles with this attribute assigned to the Buying Plan.
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 Buying Plan.
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 Sales Rank	The Ranking of the product attribute based on WP Sales R.
WP Sales U	The total sales units that are planned for this specified product attribute value. This is a calculated measure.
WP % to Ttl Sales U	The ratio of WP Sales U of the specified product attribute to the total sales of all the product attributes.
WP Sales AUR	Average Unit Retail equals WP Sales R divided by WP Sales U.
WP Sales R	The total sales units that are planned for this specified product attribute value. This is a calculated measure.
WP % to Ttl Sales R	The ratio of WP Sales R of the specified product attribute to the total sales of all the product attributes.
WP Gross Margin R	Gross Margin Retail that are 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 gross margin retail 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.
BW CP # of Styles	Build Wedge approved number of Styles with this attribute assigned to the Wedge.
BW CP % to Ttl # of Styles	The percentage of the Styles number of the specified attribute value to the Style number of all the attribute values. It is approved from the Build Wedge workbook.
BW CP # of Style-Colors	Build Wedge approved number of Style-Colors with this attribute assigned to the Wedge.
BW CP % 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. It is approved from the Build Wedge workbook.
BP CP Sales Rank	Build Wedge approved Ranking of the product attribute based on WP Sales R.
BW CP Sales U	The total sales units for this specified product attribute value that is approved from the Build Wedge workbook.
BW CP % to Ttl Sales U	The ratio of WP Sales U of the specified product attribute to the total sales of all the product attributes. It is approved from the Build Wedge workbook.
BW CP Sales AUR	Build Wedge approved Average Unit Retail.
BW CP Sales R	The total sales retail for this specified product attribute value that is approved from the Build Wedge workbook.
BW CP % to Ttl Sales R	The ratio of WP Sales R of the specified product attribute to the total sales of all the product attributes. It is approved from the Build Wedge workbook.
BW CP Gross Margin R	Gross Margin Retail for this specified product attribute value that is approved in the Build Wedge workbook.
BW CP % to Ttl Gross Margin R	The percentage of Gross Margin Retail of the specified attribute value to the gross margin of all the attribute values. It is approved from the Build Wedge workbook.
BW CP Gross Margin %	Gross Margin percentage for this specified product attribute value that is approved from the Build Wedge workbook.

Buying Plan by Color View

In this view, the Buyer can roll up the buy plan to the color level and compare the buy plan's sales and margin working plans to last year and to the plan approved in the Wedge step (that was seeded from the Shopping List).

Figure 7-17 Buying Plan by Color View

Table 7-18 lists the measures available in this view.

Table 7-18 Buying Plan by Color View Measures

Label	Description
Endeca Rank	This is the Endeca ranking of the color. It is loaded from an external source.
WP # of Styles-Colors	Number of Style-Colors which has this color in the Buying Plan.
WP % to Ttl # of Styles	The percentage of the Style-Colors number of the specified color to the Style-Color number of all the colors.
WP Sales Rank	The ranking of the color based on WP Sales R.
WP Sales U	The total sales units that are planned for this color. This is a calculated measure.
WP % to Ttl Sales U	The ratio of WP Sales U of the specified the color to the total sales of all the colors.
WP Sales AUR	Average Unit Retail equals WP Sales R divided by WP Sales U.
WP Sales R	The total sales units that are planned for this color. This is a calculated measure.
WP % to Ttl Sales R	The ratio of WP Sales R of the color to the total sales of all the colors.
WP Gross Margin R	Gross Margin Retail that are planned for this color. This is a calculated measure.
WP % to Ttl Gross Margin R	The percentage of Gross Margin Retail of the color to the gross margin retail of all the colors.
WP Gross Margin %	Gross Margin percentage that is planned for this color. This is a calculated measure.
BW CP # of Style-Colors	Build Wedge approved number of Style-Colors with this color assigned to the Wedge.
BW 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. It is approved from the Build Wedge workbook.
BP CP Sales Rank	Build Wedge approved ranking of the color based on WP Sales R.
BW CP Sales U	The total sales units for this color that is approved from the Build Wedge workbook.
BW CP % to Ttl Sales U	The ratio of WP Sales U of the color to the total sales of all the colors. It is approved from the Build Wedge workbook.
BW CP Sales AUR	Build Wedge approved Average Unit Retail.
BW CP Sales R	The total sales retail for this color that is approved from the Build Wedge workbook.
BW CP % to Ttl Sales R	The ratio of WP Sales R of the color to the total sales of all the colors. It is approved from the Build Wedge workbook.
BW CP Gross Margin R	Gross Margin Retail for this color that is approved in the Build Wedge workbook.
BW CP % to Ttl Gross Margin R	The percentage of Gross Margin Retail of the color to the gross margin of all the colors. It is approved from the Build Wedge workbook.
BW CP Gross Margin %	Gross Margin percentage for this color that is approved from the Build Wedge workbook.

Brick & Mortar Tab

On this tab, the Buyer can review and refine the full Buying Plan (Sales, Margin, Returns, Receipts, and Inventory) and compare it to last year and the Current Plan version (last approved version of the Buying Plan).This view uses the Brick & Mortar or Net Sales method, but you can plan any and all of your clusters with this method, or use the Direct or Gross Sales method in the next tab.

Refine Buying Plan View

This is the only view on this tab.

Figure 7-18 Refine Buying Plan View

Table 7-20 lists the measures available in this view.

Table 7-19 Refine Buying Plan View Measures

Label	Description
WP Sales U	This is the planned weekly sales units. The WP Sales U is previously calculated from sales plan creation. It can be edited by the user.
WP Sales R	This is the planned weekly sales retail. The WP Sales R is previously calculated from sales plan creation. It can be edited by the user.
WP Sales AUR	Average Unit Retail equals WP Sales R divided by WP Sales U.
WP Avg Wkly Sales U	WP Average Weekly Sales U is the average of Sales Units across the duration of the selling weeks. The value of this measure is available at the all calendar level.
WP Avg / PoC Sales U	WP Average PoC Sales U is the average of Sales Units across all the PoCs in the cluster. The value of this measure is available at cluster level.
WP Receipt U	The value of this measure shows the planned receipt unit in each week. The WP Receipt U is previously calculated from receipt plan creation.
WP Receipt R	The value of this measure shows the planned receipt retail in each week. The WP Receipt R is previously calculated from receipt plan creation.
WP Avg / PoC Rec U	WP Average PoC Rec U is the average of Receipt Units across all the PoCs in the cluster. The value of this measure is available at cluster level.
WP Markdown %	Markdown percentage for Brick & Mortar and Direct is calculated as the difference between Price and Total Sales AUR divided by Price. The measure varies by week since the Total Sales AUR changes weekly based on weekly sales plan.

Direct Buy Plan Tab

In this view, the Buyer can review and refine the full Buying Plan (Sales, Margin, Returns, Receipts and Inventory) and compare it to last year and the Current Plan version (last approved version of the Buying Plan).

This view uses the Direct or Gross Sales method, but you can plan any and all of your clusters with this method, or use the Brick & Mortar or Net Sales method in the next tab.

Refine Buying Plan View

This is the only view on this tab.

Figure 7-19 Refine Buying Plan View

Table 7-20 lists the measures available in this view.

Table 7-20 Refine Buying Plan View Measures

Label	Description
WP Sales U	This is the planned weekly sales units. The WP Sales U is previously calculated from sales plan creation. It can be edited by the user.
WP Sales R	This is the planned weekly sales retail. The WP Sales R is previously calculated from sales plan creation. It can be edited by the user.
WP Sales AUR	Average Unit Retail equals WP Sales R divided by WP Sales U.
WP Avg Wkly Sales U	WP Average Weekly Sales U is the average of Sales Units across the duration of the selling weeks. The value of this measure is available at the all calendar level.
WP Avg / PoC Sales U	WP Average PoC Sales U is the average of Sales Units across all the PoCs in the cluster. The value of this measure is available at cluster level.
WP Cust Returns %	The Working Plan percentage of Customer Returns Retail to the Total Sales Retail.
WP Cust Returns U	The Working Plan Customer Returns Unit.
WP Cust Returns R	The Working Plan Customer Returns Retail.
WP Sales Net Cust Ret U	The left sales unit calculated by subtracting WP Cust Returns U from WP Sales U.
WP Sales Net Cust Ret R	The left sales retail calculated by subtracting WP Cust Returns R from WP Sales R.
WP Sales Net Cust Ret AUR	Working Plan Average Unit Retail of total Sales U minus Customer Returns; the average price a group of products are sold at considering the returned items.
WP Avg Wkly Sales Net Cust Ret U	WP Average Weekly Sales Net Customer Returns U is the average of Sales Units minus Customer Returns across the duration of the selling weeks. The value of this measure is available at the all calendar level.
WP Avg / PoC Sales Net Cust Ret U	WP Average PoC Sales Net Customer Returns U is the average of Sales Units minus Customer Returns across all the PoCs in the cluster. The value of this measure is available at cluster level.
WP Receipt U	The value of this measure shows the planned receipt unit in each week. The WP Receipt U is previously calculated from receipt plan creation.
WP Receipt R	The value of this measure shows the planned receipt retail in each week. The WP Receipt R is previously calculated from receipt plan creation.
WP Avg / PoC Rec U	WP Average PoC Rec U is the average of Receipt Units across all the PoCs in the cluster. The value of this measure is available at cluster level.
WP Markdown %	Markdown percentage for Brick & Mortar and Direct is calculated as the difference between Price and Total Sales AUR divided by Price. The measure varies by week since the Total Sales AUR changes weekly based on weekly sales plan.

Wholesale/Franchise Tab

This view allows user to plan buy plan for Wholesale and Franchise clusters. In this view, the Buyer can review and refine the full Buying Plan (Sales, Margin, Returns, Receipts, and Inventory) and compare it to last year and the Current Plan version (last approved version of the Buying Plan).

Refine Buying Plan View

This is the only view on this tab.

Figure 7-20 Refine Buying Plan View

Table 7-21 lists the measures available in this view.

Table 7-21 Refine Buying Plan View Measures

Label	Description
WP Sales U	This is the planned weekly sales units. The WP Sales U is previously calculated from sales plan creation. It can be edited by the user.
WP Sales R	This is the planned weekly sales retail. The WP Sales R is previously calculated from sales plan creation. It can be edited by the user.
WP Sales AUR	Average Unit Retail equals WP Sales R divided by WP Sales U.
WP Avg Wkly Sales U	WP Average Weekly Sales U is the average of Sales Units across the duration of the selling weeks. The value of this measure is available at the all calendar level.
WP Avg / PoC Sales U	WP Average PoC Sales U is the average of Sales Units across all the PoCs in the cluster. The value of this measure is available at cluster level.
WP Receipt U	The value of this measure shows the planned receipt unit in each week. The WP Receipt U is previously calculated from receipt plan creation.
WP Receipt R	The value of this measure shows the planned receipt retail in each week. The WP Receipt R is previously calculated from receipt plan creation.
WP Avg / PoC Rec U	WP Average PoC Rec U is the average of Receipt Units across all the PoCs in the cluster. The value of this measure is available at cluster level.
WP Price	Suggested Retail Price is the recommended price, often tagged on the merchandise, that is expected to be the price the merchandise is sold through the Wholesaler or Franchisee. This measure is replicated to week so that it can be viewed easily, but it does not vary by week.
WP Markdown %	Markdown percent by week.
WP Markdown % Owned by Retailer	This is the Markdown percentage that is contributed from the Retailer. Since there will be vendor fund to compensate the markdown, not 100% markdown is contributed from the Retailer. Here is an example to understand Wholesale Markdown versus Retailer Markdown. A markdown of 20% of an item with a price of $10 will be $2 and a markdown owned by wholesale of 30% means the Retailer is only taking the hit for 70% of the item markdown.
WP Wholesale Margin R	This is the Gross Margin Retail owned by the Wholesaler.
WP Retailer Margin R	This is the Gross Margin Retail owned by the Retailer.
WP Wholesale Margin %	This is the Gross Margin Percent that is owned by the Wholesale/Franchise.
WP Shipment U	Planned Shipment Units, typically planned by retailers with a wholesale and/or franchise business structure. Either Units or Retail can be planned, and need to be reconciled to the assortment plan's sales or receipts (the default configuration does not link these measures). When planning Units, the planner should also plan AUR and Retail will calculate. WP Shipment U = WP Shipment R / WP Shipment AUR
WP Shipment R	Planned Shipment Retail, typically planned by retailers with a wholesale and/or franchise business structure. Either Units or Retail can be planned, and need to be reconciled to the assortment plan's sales or receipts (the default configuration does not link these measures). When planning Retail, the planner should also plan AUR and Units will calculate. WP Shipment R = WP Shipment U * WP Shipment AUR
WP Shipment AUR	Planned Shipment Average Unit Retail typically planned by retailers with a wholesale and/or franchise business structure. Planners would plan the Shipment AUR, and then can plan either Units or Retail and the other will calculate. These will then need to be reconciled to the assortment plan's sales or receipts, as the default configuration does not link these measures). WP Shipment AUR = WP Shipment R / WP Shipment U

Inventory Review Tab

This tab shows an in-depth, time-phased view of the Receipts and Inventory component of the Buy Plan, regardless of whether you use the Brick & Mortar or Direct or both sales methods for planning.

The Buyer can compare their current Working Plan to Last Year (likely at an aggregate of the Product hierarchy) and to the last Current Plan version of the plan.

Inventory Review View

This is the only view on this tab.

Figure 7-21 Inventory Review View

Table 7-22 lists the measures available in this view.

Table 7-22 Inventory Review View Measures

Label	Description
WP EOP U	The End of Period Unit. This measure is calculated by starting with the beginning of period (BOP) inventory, plus the WP Receipt U and minus the WP Sales U.
Style-Color Image if EOP > 0	This measure shows the image of the style-color if WP EOP U is greater than 0.

Step 4 - Reconcile to Targets

This step has one view.

Reconcile to PoC Targets View

In this view, you can reconcile the Working Plan version of the Buy Plan to the following:

• The last approved version of the Buy Plan (CP or Current Plan)

• The Location Plan loaded from an external Location Plan and/or created in the Administrative section of AP:

  • This plan may have been created by spreading the Merchandise Financial Plan down to the store, site, app, and so on level

  • This spread-down plan has been rolled up to the cluster level from the store, site, or application level.

Figure 7-22 Reconcile to PoC Targets View

Table 7-23 lists the measures available in this view.

Table 7-23 Reconcile to PoC Targets View Measures

Label	Description
WP Sales U	This is the planned weekly sales units. The WP Sales U is previously calculated from sales plan creation. It can be edited by the user.
PoC CP Sales U	This is the Weekly Sales Unit that is approved from the Create PoC Targets workbook.
WP Sales U var PoC CP %	The ratio of the part that WP Sales U exceeds PoC CP Sales U to PoC CP Sales U. Making adjustment to this measure will lead to the change of WP Sales U.
WP Sales R	This is the planned weekly sales retail. The WP Sales R is previously calculated from sales plan creation. It can be edited by the user.
PoC CP Sales R	This is the Weekly Sales Retail that is approved from the Create PoC Targets workbook.
WP Sales R var PoC CP %	The ratio of the part that WP Sales R exceeds PoC CP Sales R to PoC CP Sales R. Making adjustment to this measure will lead to the change of WP Sales R.
WP Sales AUR	Average Unit Retail equals WP Sales R divided by WP Sales U.
PoC CP Sales AUR	Average Unit Retail that is approved from the Create PoC Targets workbook.
WP Cust Returns %	This the planned weekly Customer Returns percentage. It can be edited by the user.
PoC CP Cust Returns %	The Weekly Customer Returns percentage that is approved from the Create PoC Targets workbook.
WP Sales Net Cust Ret U	This is the weekly sales unit minus customer returns unit planned in the Buying Plan workbook.
PoC CP Sales Net Cust Ret U	This is the weekly sales unit minus customer returns unit that is approved from the Create PoC Targets workbook.
WP Sales Net Cust Ret U var PoC CP %	The ratio of the part that WP Sales Net Cust Ret U exceeds PoC CP Sales Net Cust Ret U to PoC CP Sales Net Cust Ret U. Making adjustment to this measure will lead to the change of WP Sales Net Cust Ret U.
WP Sales Net Cust Ret R	This is weekly sales retail minus customer returns retail planned in the Buying Plan workbook.
PoC CP Sales Net Cust Ret R	This is the weekly sales retail minus customer returns retail that is approved from the Create PoC Targets workbook.
WP Sales Net Cust Ret R var PoC CP %	The ratio of the part that WP Sales Net Cust Ret R exceeds PoC CP Sales Net Cust Ret R to PoC CP Sales Net Cust Ret R. Making adjustment to this measure will lead to the change of WP Sales Net Cust Ret R.
WP Sales Net Cust Ret AUR	The Average Unit Retail of total Sales U minus Customer Returns; the average price a group of products are sold at considering the returned items.
PoC CP Sales Net Cust Ret AUR	Average Unit Retail of total sales minus customer returns that is approved from the Create PoC Targets workbook.
WP Gross Margin R	This is weekly gross margin retail planned in the Buying Plan workbook.
PoC CP Gross Margin R	This is the gross margin retail that is approved from the Create PoC Targets workbook.
WP Gross Margin R var PoC CP %	The ratio of the part that WP Gross Margin R exceeds PoC CP Gross Margin R to PoC CP Gross Margin R. Making adjustment to this measure will lead to the change of WP Gross Margin R.
WP Gross Margin %	This is weekly gross margin % planned in the Buying Plan workbook.
PoC CP Gross Margin %	This is the gross margin percentage that is approved from the Create PoC Targets workbook.
WP Receipt U	The value of this measure shows the planned receipt unit in each week. The WP Receipt U is previously calculated from receipt plan creation.
PoC CP Receipt U	This is the Receipt unit that is approved from the Create PoC Targets workbook.
WP Receipt U var PoC CP %	The ratio of the part that WP Receipt U exceeds PoC CP Receipt U to PoC CP Receipt U. Making adjustment to this measure will lead to the change of WP Receipt U.
WP Receipt R	The value of this measure shows the planned receipt retail in each week. The WP Receipt R is previously calculated from receipt plan creation.
PoC CP Receipt R	This is the Receipt retail that is approved from the Create PoC Targets workbook.
WP Receipt R var PoC CP %	The ratio of the part that WP Receipt R exceeds PoC CP Receipt R to PoC CP Receipt R. Making adjustment to this measure will lead to the change of WP Receipt R.

Step 5 - Approve

In this final step of the Buying Plan process, the Buyer decides they have completed creating or updating the Buying Plan and want to make it available to other designated users, in particular to their Senior Buyer or to the Planner building the Item Plan (and to Reporting). Some retailers create just a Buy Plan or an Item Plan or both types of plans.

This step copies the Working Plan sales, margin, inventory, and receipt measures into the 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 Plan 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 option 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.

Approve View

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

Figure 7-23 Approve Buying Plan View

Table 7-24 lists the measures available in this view.

Table 7-24 Approve Buying Plan Measures

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