9 Assortment Planning @ Store Task

Assortment Planning @ Store task is used to create, adjust, and align assortment plans to financial targets or available space at the store level. This task enables a retailer to create assortment plans at the store level using the Item Priority Index (IPI) method.

IPI assortments are system-recommended assortments created on the basis of user-defined constraints and thresholds. IPI scores are calculated prior to the creation of store level IPI assortments. The IPI score is calculated using an index-to-average method taking into consideration user-defined retail performance metrics weights, product attribute weights, and consumer segment weights. User-defined assortment constraints in an IPI assortment generation (such as IPI thresholds, SKU count, and target constraints) can be used to create target-aligned and space-aligned assortments. This feature provides a semi-automated method to create custom assortments as per business requirements.

Demand transference can be applied manually to the IPI assortments, enabling planners to identify the shift in sales between different items in the assortments.

Assortment plans for a store provide the retailer with the flexibility to address store-specific assortment requirements. It can be helpful to plan assortments for stores that are different from the rest of the cluster in terms of business and consumer profiles, for example, flagship stores in a retail chain.

This task also facilitates space optimization of assortment plans at the store level through integration with the Assortment and Space Optimization (ASO) solution.

This task has the following steps:

• Assortment Setup Step

• Manage IPI Assortment Step

• Finalize Assortment for Space Optimization Step

• Import and Review ASO Results Step

• Accept ASO Results and Approve Assortment Step

Assortment Planning Analysis Workbook

This task uses the Assortment Planning Analysis workbook. For information on creating the workbook, see Create the Assortment Planning Analysis Workbook in Chapter 7.

Assortment Setup Step

Before going to the Assortment Setup step in Assortment Planning @ Store task, ensure the working plan (WP) sales have been seeded in the Seed and Review Plan Sales tab under Assortment Planning at Cluster task.

Use this step to compute the IPI of each SKU at the store level.

This step has the following tabs and views:

• Set IPI Weights Tab:

  1. Review Focus Area Weights View

  2. Review Metric Weights View

  3. Review Attribute Weights View

  4. Review Attribute Value Weights View

  5. Review Consumer Segment Weights View

• Review IPI Scores Tab:

  1. Review Focus Area Score View

  2. Review Consumer Segment Score View

  3. Review IPI Score View

• Set Assortment Constraints Tab:

  1. Select Eligible and Mandatory Items View

  2. Set IPI Constraints View

Custom Menu Options

The following custom menu options are available:

• Calc Store IPI Score

  This custom menu option is used to calculate the IPI scores for the items at the store level based on the user-defined weights. Weights should be defined per the business requirements in the Set IPI Weights tab before running this custom menu option. The IPI scores are shown in the Review IPI Scores tab.

• Create IPI Assortment @ Store

  This custom menu option is used to create an IPI Assortment based on the IPI scores generated by the Calc Store IPI Score custom menu option and IPI thresholds set by the user in the Set Assortment Constraints tab.

Set IPI Weights Tab

This tab contains views used to set the IPI weights for IPI score calculations at the store level. Once all the required IPI weights have been set, run the Calc Store IPI Score custom menu to calculate the IPI score shown in the next tab.

The following figure shows the views for this tab.

Figure 9-1 Set IPI Weights Tab Views

1. Review Focus Area Weights View

Use this view to review each strategy and focus area. A weight is assigned to each metric. In addition to these values being editable here, they can also be seeded with values set in IPI Setup (Admin) and assignments made in Category Planning. For more information, see Chapter 4.

Use this view to review focus area weights. Focus areas are used to identify specific sets of business parameters, which are important in generating IPI assortments for a category. Focus areas consist of attributes, loyalty, market basket, and performance. A weight can be assigned to required focus areas. Focus area weights help the user define what areas are of focus for the category. This includes:

• How important is the breadth and variety of product attributes?

• How important is a focus on loyalty for this category?

• Overall performance

• Market basket information

Focus area weights must be chosen to align with the broader category role and associated strategies and tactics.

Figure 9-2 1. Review Focus Area Weights View

Table 9-1 lists the measure available in this view.

Table 9-1 1. Review Focus Area Weights Measure

Label	Definition
WP Focus Area Weight	The user-defined percentage weight for the focus area used in generating a system-recommended IPI assortment at the store level.

2. Review Metric Weights View

Use this view to review the metric weights and groupings.

Figure 9-3 2. Review Metric Weights View

Table 9-2 lists the measure available in this view.

Table 9-2 2. Review Metric Weights Measures

Label	Definition
WP Gross Profit Weight	The user-defined percentage weight to the WP Gross Profit R metric for the given focus area. It is used in generating an IPI score and a system-recommended IPI assortment. It is expected to be set to a non-zero value only for the Performance and/or Attributes focus area, per the default metric weights shown in Table 8-10.
WP Gross Profit % Weight	The user-defined percentage weight to the WP Gross Profit % metric for the given focus area. It is used in generating an IPI score and a system-recommended IPI assortment. It is expected to be set to a non-zero value only for the Performance and/or Attributes focus area, per the default metric weights shown in Table 8-10.
WP Loyalty Weight	The user-defined percentage weight to loyalty metric (loyalty index) for the given focus area. It is used in generating an IPI score and a system-recommended IPI assortment. It is expected to be set to a non-zero value only for the Loyalty focus area. The Loyalty index is an externally sourced measure that represents the importance of an item, relative to other items, to the loyal customers.
WP Sales R Weight	The user-defined percentage weight given to the WP Sales R metric for the given focus area. It is used in generating an IPI score and a system-recommended IPI assortment. It is expected to be set to a non-zero value only for the Performance and/or Attributes focus area, per the default metric weights shown in Table 8-10.
WP Sales U Weight	The user-defined percentage weight given to the WP Sales U metric for the given focus area. It is used in generating an IPI score and a system-recommended IPI assortment. It is expected to be set to a non-zero value only for the Performance and/or Attributes focus area, per the default metric weights shown in Table 8-10.
WP Market Basket Weight	The user-defined percentage weight assigned to the Market Basket index measure for the given focus area. It is expected to be set to a non-zero value only for the Market Basket focus area. The Market Basket index is an externally sourced measure that represents the importance of an item, relative to other items, in terms of its ability to drive baskets.

3. Review Attribute Weights View

Use this view to review the attribute weights and groupings.

Figure 9-4 3. Review Attribute Name Weights View

Table 9-3 lists the measure available in this view.

Table 9-3 3. Review Attribute Name Weights Measure

Label	Definition
WP Attribute Name Weight	This is a user-defined numeric weight assigned to the attribute name to be used for IPI score calculations in the context of working plan assortment for the store. This helps the user to put emphasis on a particular attribute name in generating a system-recommended IPI assortment.

4. Review Attribute Value Weights View

Use this view to review the attribute value weights and groupings.

Figure 9-5 4. Review Attribute Value Weights View

Table 9-4 lists the measure available in this view.

Table 9-4 4. Review Attribute Value Weights Measure

Label	Definition
WP Attribute Value Weight	This is a user-defined numeric weight assigned to the attribute value to be used for IPI score calculations in the context of working plan assortment for the store. This helps the user to emphasize a particular attribute value name in generating a system-recommended IPI assortment. The default value of 1 indicates all attribute values are equally important.

5. Review Consumer Segment Weights View

Use this view to note the seeded consumer segment weights set within the administration area of the solution and modify them, if required. Consumer segment weights are used in IPI calculations.

Figure 9-6 5. Review Consumer Segment Weights View

Table 9-5 lists the measures available in this view.

Table 9-5 5. Review Consumer Segment Weights Measures

Label	Definition
WP Consumer Seg Weight	The user-defined percentage weight to a consumer segment within a store. It is used to put emphasis on the target consumer segment while generating a system-recommended IPI assortment, as well as, generating Demand Transference. It can be different from WP Consumer Seg Distribution and should represent the retailer's target consumer segment distribution.
WP Consumer Seg Distribution	The distribution of different consumer segments representing sales within the store.

Review IPI Scores Tab

This tab has three views. The following figure shows these views.

Figure 9-7 Review IPI Scores Tab View

1. Review Focus Area Score View

Use this view to review the IPI focus area scores at the store level:

• Within each of the focus areas, a score is computed for each assigned assortment metric. This IPI score is based on the assortment metric value as a ratio of the mean value.

• The focus area score for each focus area is an IPI computed as a composite IPI based on the relative weight of the metrics.

Figure 9-8 1. Review Focus Area Score View

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

Table 9-6 1. Review Focus Area IPI Scores Measure

Label	Definition
AS WP Focus Area Score	An item's IPI score at the store level for a specific focus area.

2. Review Consumer Segment Score View

Use this view to see the consumer segment IPI scores at the store level. Each consumer segment score is computed per the consumer segment/trading area based on the weights of the focus areas.

Figure 9-9 2. Review Consumer Segment Score View

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

Table 9-7 2. Review Consumer Segment Score Measure

Label	Definition
AS WP Consumer Segment Score	An item's consumer segment level IPI score at the store level.

3. Review IPI Score View

Use this view to see the IPI scores at the store level.

Figure 9-10 3. Review IPI Score View

Table 9-8 lists the measures available in this view.

Table 9-8 3. Review IPI Score Measures

Label	Definition
AS WP IPI Score	An item's final IPI score in the working plan store assortment.
AS WP IPI Rank	An ordinal (sequential) rank assigned to an item in the working plan store assortment on the basis of its IPI score at the store level.

Set Assortment Constraints Tab

Now that the IPI scores have been generated, the next step is to use the IPI scores to generate an assortment (keep/add/drops). The system supports the ability to constrain the assortment or draw the line, based on IPI scores, SKU count, and targets (MFP target/CP target).

Use the views under this tab:

• To select the eligible, mandatory items for the assortment at the store level.

• To set the constraints for system-recommended IPI assortments.

1. Select Eligible and Mandatory Items View

Use this view to set the assortment eligibility for items and select the mandatory items for assortment generation at the store level.

The Assortment Eligibility flag measure is used to define the set of items that should participate in the assortment generation process. Effectively, it is used to select the items that are eligible to be part of the assortment. The WP Mandatory flag is used to define which items must be part of the assortment.

Note that if a workbook is built for multiple quarters and an item is marked as mandatory in one of the quarters only, then when aggregating the workbook or a specific worksheet to the year or half-year level, it will appear as a non-mandatory item. The aggregation for this measure on the calendar hierarchy is done with an and operation.

Figure 9-11 1. Select Eligible and Mandatory Items View

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

Table 9-9 1. Select Eligible and Mandatory Items Measures

Label	Definition
LY Retailer Sales @ Store R	Last year's sales for the retailer at the store level.
LY Retailer Sales Rank	An ordinal rank assigned on the basis of the LY Retailer Sales R of an item within a product category.
WP Mandatory	A Boolean flag measure used to mark an item as mandatory in a working plan assortment.
WP Assortment Eligibility	A Boolean flag measure indicating whether an item is eligible to be part of the assortment for the retailer to stock and sell.
Assortment Eligibility Error	This read-only measure is used to present the error in case mandatory items are selected without checking their assortment eligibility flag.

2. Set IPI Constraints View

Use this view to define the constraints for IPI assortment generation at the store level. These are applied at the category level except IPI Thresholds that can be applied at the sub-category level. Following are the four available constraint types available:

• SKU Count: Use this option to create an IPI assortment for the store by defining the assortment range in the form of the WP Core SKU Count and WP Core + Optn SKU Count measures in line with the available space for the category.

• IPI Thresholds: Use this option to create an IPI assortment for the store by setting the IPI Cutoff Index for Core and Optional Items measure.

• MFP Target: Use this option to create an IPI assortment for the store, using MFP targets.

• CP Target: Use this option to create an IPI assortment for the store, using CP targets.

Optionally, demand transference can be applied dynamically in assortment creation by checking the AS IPI Apply DT flag measure and specifying IPI DT K/A/D Input measure as either WP/CP or WP/LY (to signify the reference assortment). Note that

• When AS IPI Constraint Type is selected as SKU Count, AS WP Core SKU Count and AS WP Core + Optn SKU Count must be defined.

• When IPI Constraint Type is selected as IPI Thresholds, AS WP IPI Assort Core Cutoff Index and AS WP IPI Assort Optn Cutoff Index must be defined.

• When either of the two targets is selected as IPI Constraint Type, then select the AS IPI Target Alignment and define AS % of IPI Target for Optn Items, as per business requirements.

For more details, refer to the measure definitions below.

Figure 9-12 2. Set IPI Constraints View

Table 9-10 lists the measures available in this view.

Table 9-10 2. Set IPI Constraints Measures

Label	Definition
AS WP Create IPI Assortment	A Boolean measure that is required to be selected to generate a system-recommended IPI assortment towards a working plan assortment for the store.
AS IPI Constraint Type	A drop-down measure used to select the constraint type to be used to generate an IPI assortment at the store level. The drop-down options consist of SKU Count, IPI Thresholds, MFP Target, and CP Target.
AS WP Core SKU Count	The number of core items desired in an IPI assortment for the store when using the SKU Count constraint type.
AS WP Core + Optn SKU Count	The sum of the core and optional items desired in an IPI assortment for the store when using the SKU Count constraint type.
AS WP IPI Assort Core Cutoff Index	The IPI score for an eligible item to be classified as a core item in generating an IPI assortment at the store level using the IPI Thresholds constraint type.
AS WP IPI Assort Optn Cutoff Index	The IPI score for an eligible item to be classified as an optional item in generating an IPI assortment at the store level using the IPI Thresholds constraint type.
AS IPI Target Alignment	A drop-down measure used to set the alignment to the target plan measure when using the constraint types, MFP Target and CP Target, at the store level. The options in the drop-down are Over, Under, and Closest.
AS % of IPI Target for Optn Items	A percentage value defined to set the total sales retail value for the optional items over the assortment plan's sales retail value, when using the constraint types, MFP Target and CP Target, to derive the IPI assortment at the store level. This measure facilitates the creation of optional items when using the target-constrained methods of IPI assortment generation.
AS IPI Apply DT	A Boolean flag measure required to be checked if demand transference must be applied dynamically to calculate the assortment plan sales retail value while generating the IPI assortment at the store level. Demand Transference is applied simultaneously at every step, when items are added, one at a time, to reach the targeted assortment plan.
AS IPI DT K/A/D Input	A drop-down measure used to provide a reference assortment input for demand transference calculations in the IPI assortment generation at the store level. The drop-down options are: WP/LY (last year assortment) and WP/CP (current plan assortment).

Manage IPI Assortment Step

Use this step to review the store-level IPI assortments and apply demand transference for further fine-tuning.

This step has the following tabs and views:

• Review Assortment Recommendation Tab:

  1a. Review Assortment Recommendation @ Store View

  1b. Review DT Details @ Store View

  3. IPI Assortment Dashboard @ Store View

Custom Menu Options

The following custom menu options are available:

• Apply DT to Store Assortment

  This custom menu option is used to apply demand transference to the final assortment for the store, enabling the planner to understand how sales and gross profit measures vary with changes to the assortment in the form of Add/Keep/Drop decisions. Assortment changes can be accomplished by marking or un-marking the core and optional item flags. Before running this custom menu option, the user must select a reference assortment that the system uses to calculate the Keep/Add/Drop decisions. This reference assortment is selected in the AS DT Assort K/A/D measure that has two options in the list, WP/LY and WP/CP assortments.

• Seed AC Core /Optional

  This custom menu option is used to seed the core and optional items in the final assortment for the store using one of the two options, IPI Store Assortment or Final Cluster Assortment. The user must select the appropriate assortment options from a drop-down selection in the AS WP Seed AC Core/Optn measure before running this custom menu. This measure is available at the sub-category level and above.

Review Assortment Recommendation Tab

This tab has three views.

1a. Review Assortment Recommendation @ Store View

Use this view to review the final system recommended assortment at the store level. It contains the list of items in the IPI-based system recommended assortment. The measures in this view are presented using two figures (Figure 9-13 and Figure 9-14) and two measure definition tables (Table 9-11 and Table 9-12). Note that the figures from the application have been pivoted, with Measure dimension on the y-axis and Product dimension on the x-axis, to showcase the list the measures available in this view.

Figure 9-13 1a. Review Assortment Recommendation @ Store View 1

Table 9-11 lists the measures available in this view.

Table 9-11 1a. Review Assortment Recommendation @ Store View 1 Measures

Label	Definition
AS WP IPI Score	An item's final IPI score in the working plan store assortment.
AS WP IPI Rank	An ordinal (sequential) rank assigned to an item in the working plan store assortment on the basis of its IPI score at the store level.
AS WP Mandatory for Assortment	A Boolean flag measure to used to mark an item as mandatory in a working plan assortment for the store.
AS WP IPI Assort Core	A read-only Boolean measure indicating whether an item is a core item per the IPI calculations (in a system-recommended IPI assortment) in the working plan's assortment for the store. This measure is calculated by the system on the basis of IPI scores of items and IPI thresholds set by the user.
AS WP IPI Assort Optn	A read-only Boolean measure indicating whether an item is an optional item per the IPI calculations (in an IPI system-recommended assortment) in the working plan's assortment for the store. This measure is calculated by the system on the basis of IPI scores of items and IPI thresholds set by the user.
AS WP IPI Assort Core Count	The number of system-recommended core items per the IPI calculations (in a system-recommended IPI assortment) in the working plan's assortment for the store.
AS WP IPI Assort Optn Count	The number of system-recommended core items per the IPI calculations (in a system-recommended IPI assortment) in the working plan's assortment for the store.
AS WP Assort Core	A Boolean flag measure indicating whether an item is a core item in the working plan assortment for the store.
AS WP Assort Optn	A Boolean flag measure indicating whether an item is an optional item in the working plan assortment for the store.
AS Assort Core/Optn Error	Assortment Planning @ Store default Value Error measure if both Core and Optional measures are set to true for an item in a Store Assortment.
AS WP Assort Core Count	The number of core items in a working plan assortment for the store.
AS WP Assort Optn Count	The number of optional items in a working plan assortment for the store.
AS WP % Contribution of Category Items	Assortment Planning @ Store Working Plan % Contribution of Category Items Percent. The contribution of an item or a set of items under a category towards the whole category.
AC WP Assort Core	Assortment Planning @ Store Working Plan Final Assortment Core Boolean.
AC WP Assort Optn	A Boolean flag measure indicating whether an item is an optional item in the working plan's assortment for the cluster.
AC WP Assort Core Count	The number of core items in a working plan's assortment for the cluster.
AC WP Assort Optn Count	The number of optional items in a working plan's assortment for the cluster.
AS WP Final Assort Compare to LY	Keep, Add, or Drop decision on comparing a store assortment with the LY store assortment.
AS WP Final Assort Compare to CP	Keep, Add, or Drop decision on comparing a store assortment with the Current Plan store assortment.

Figure 9-14 1a. Review Assortment Recommendation @ Store View 2

Table 9-12 lists the measures available in this view.

Table 9-12 1a. Review Assortment Recommendation @ Store View 2 Measures

Label	Definition
AS DT K/A/D Input	This field provides an option to the user to decide the assortment with which the comparison should be done to calculate Keep, Add, or Drop actions for this working plan store assortment.
AS WP Use DT Sales	Flag measure to indicate if WP Assort Sales in the final store assortment should be populated by updated demand (DT Affected Sales). If it is ticked then it will populate the AS WP Assort Sales with DT Sales else AS WP Assort Sales will be populated by AS WP Sales.
AS WP Assort Sales U	Current store level approved sales units for the assortment obtained from a third party. The data is typically obtained quarterly.
AS WP Assort Sales R	The sales retail value in the working plan's assortment for the cluster.
AS WP DT Assort Sales U	Updated (or DT affected) Demand Sales Units specifically for the working plan store assortment.
AS WP DT Assort Sales R	Updated (or DT affected) Demand Sales Retail specifically for the working plan store assortment.
AS DT No of Significant Substitute SKUs	Refers to the count of SKUs that can absorb the significant chunk of substitutable demand of a SKU in a working plan store assortment.
AS WP DT Assort Substitutable Demand Sales U	Refers to the replaceable sales units of a SKU, in case it is dropped from a working plan assortment for the store. In other words, substitutable demand sales units get transferred to the substitute SKUs in the working plan assortment for the store.
AS WP DT Assort Substitutable Demand Sales R	Refers to the respective replaceable sales retail for the substitutable sales units for a SKU in a store assortment.
AS WP Assort Demand Transferred %	Refers to that part of demand (sales units) that has been transferred from the SKU being dropped to the substitute SKUs in a store assortment for a cluster. It reflects the net demand transference - distribution among the substitute SKUs.
AS WP DT Assort Incremental Demand Sales U	Represents the demand units of the SKU that will be lost or not transferred to other SKUs in the planned assortment if this SKU is dropped from the assortment. It represents the true incremental sales of the SKU to the assortment.
AS WP DT Assort Incremental Demand Sales R	Represents the demand retail of the SKU that will be lost or not transferred to other SKUs in the planned assortment if this SKU is dropped from the assortment. It represents the true incremental sales of the SKU to the assortment.
AS WP Assort Gross Profit %	The gross profit percentage in a working plan assortment for the store.
AS WP Assort Gross Profit R	The gross profit retail value in a working plan assortment for the store. Gross Profit Retail is the difference between Sales Retail and Cost of Goods Sold.
AS WP DT Assort Gross Profit %	The updated (or DT Affected) demand's gross profit retail percentage value specifically for the working plan store assortment.
AS WP DT Assort Gross Profit R	The updated (or DT Affected) demand's gross profit retail percentage value specifically for the working plan store assortment.

1b. Review DT Details @ Store View

Use this view to review the demand transference distribution details of any SKU/item in the Review Store Assortment Recommendation view.

Figure 9-15 1b. Review DT Details @ Store View

Table 9-13 lists the measures available in this view.

Table 9-13 1b. Review DT Details@ Store Measures

Label	Definition
AS DT Assort Demand Sales Received %	Refers to the percentage of transferred sales units from the SKU dropped to the substitute SKUs in a store assortment.
AS WP DT Assort Demand Received Sales U	Refers to the sales units received by substitute SKU, from another SKU that is dropped from the store assortment. The sum of AS WP DT Assort Demand Received Sales U for substitute SKUs is equal to the demand transferred from the dropped SKU. Substitute SKUs are presented in the RHS product hierarchy.
AS WP DT Assort Demand Received Sales R	Refers to the sales retail value received by substitute SKU, from another SKU that is dropped from the store assortment. Substitute SKUs are presented in the RHS product hierarchy.
AS WP DT Assort Sales U	The demand transference affected sales units of a SKU, which is used as a reference in calculating the demand received sales figures for its substitute SKUs in a store assortment.
AS WP DT Assort Sales R	The demand transference affected sales retail value of a SKU, which is used as a reference in calculating the demand received sales figures for its substitute SKUs in a store assortment.

3. IPI Assortment Dashboard @ Store View

Use this view to review and compare the alignment of IPI assortment plan numbers at the store level to the set MFP and CP targets at the sub-category level and above:

• Assortment Plan numbers consist of measures presenting the Sales Retail, Sales Units, Gross Profit Retail, and Gross Profit %.

• Targets consist of MFP Sales R, MFP Sales U, MFP Gross Profit, and MFP Gross Profit %.

Figure 9-16 3. IPI Assortment Dashboard @ Store View

Table 9-14 lists the measures available in this view.

Table 9-14 3. IPI Assortment Dashboard @ Store View Measures

Label	Description
MFP Gross Profit %	Merchandise Financial Plan's Gross Profit percentage.
MFP Sales R	Merchandise Financial Plan's Sales Retail value.
AS WP Assort Gross Profit %	IPI Assortment's base gross profit percentage for the store.
AS WP Assort Sales R	The IPI assortment's base sales retail value for the store.
AS WP Assort Core Count	The number of core items in an IPI assortment for the store.
AS WP Mandatory Count	The number of items marked as mandatory for the store.
CP Target Gross Profit %	Approve Category Plan's Gross Profit percentage.
CP Target Sales R	Approve Category Plan's Sales Retail value.
LY Gross Profit %	Last Year's Gross Profit percentage. Similar measures in other versions include: WP Gross Profit % and CP Gross Profit %.
LY Sales R	Last Year's Sales Retail value. Similar measures in other versions include: WP Sales R and CP Sales R.
AS LY Assort Core Count	The number of core items in last year's assortment for the store. Similar measures in other versions include: CP Assort Core Count, WP Assort Core Count, and LP Assort Core Count.
AS WP Assort Count var to LY	The variance in the assortment count between the IPI assortment and last year assortment at the store level.
AS WP Assort Gross Profit var to LY R	The variance in gross profit retail between the IPI assortment and last year assortment at the store level. Similar measures available with comparison to other planning measures include: AS WP IPI Assort Gross Profit var to CP R, AS WP IPI Assort Gross Profit var to MFP R, and AS WP IPI Assort Gross Profit var to Tgt R.
AS WP IPI Assort Sales var to LY R	The variance in sales retail value between the IPI assortment and last year assortment at the store level. Similar measures available with variance to other planning measures include: AS WP IPI Assort Sales var to CP R, AS WP IPI Assort Sales var to MFP R, and AS WP IPI Assort Sales var to Tgt R.
AS WP IPI Assort Sales var to LY U	The variance in sales units between the IPI assortment and last year assortment. Similar measures available with variance to other planning measures include: WP IPI Assort Sales var to CP U, WP IPI Assort Sales var to MFP U, and WP IPI Assort Sales var to Tgt U.
AS WP IPI DT Assort Sales var to LY U	The variance between the IPI assortment's demand transference affected sales units and last year assortment's sales units at the store level. Similar measures available with variation to other plan measures include: AS WP IPI DT Assort Sales var to CP U, AS WP IPI DT Assort Sales var to MFP U, and AS WP IPI DT Assort Sales var to Tgt U.
AS WP IPI DT Assort Gross Profit var to LY R	The variance between the IPI assortment's demand transference affected gross profit value and last year assortment's gross profit retail value at the store level. Similar measures available with variation to other plan measures include: WP IPI DT Assort Gross Profit var to CP R, WP IPI DT Assort Gross Profit var to MFP R, and WP IPI DT Assort Gross Profit var to Tgt R.
AS WP IPI DT Assort Private Label Sales var to LY U	The variance between the private label item's demand transference affected sales units in the IPI assortment and last year assortment at the store level. Similar measures available with variance to other planning measures include: AS WP IPI Assort Private Label Sales var to CP U and AS WP IPI Assort Private Label Sales var to Tgt U.
AS WP IPI DT Assort Private Label Sales var to LY R	The variance between the private label item's demand transference affected sales retail value in the IPI assortment and last year assortment at the store level. Similar measures available with variance to other planning measures include: WP IPI Assort Private Label Sales var to CP R and WP IPI Assort Private Label Sales var to Tgt R.
AS WP IPI DT Assort Private Label Gross Profit var to LY R	The variance between the private label item's demand transference affected gross profit retail values in the IPI assortment and last year assortment at the store level. Similar measures available with variance to other planning measures include: AS WP IPI Assort Private Label Gross Profit var to CP R and AS WP IPI Assort Private Label Gross Profit var to Tgt R.

Finalize Assortment for Space Optimization Step

Use this step to finalize the assortment for space optimization at the store level. In this step, store level assortments are exported to ASO for space optimization. Space optimization aligns the assortment plans to the available space at the stores.

This step has the following tabs and views:

• Assortment Quantification Summary Tab:

  Assortment Quantification Summary View

  Final Assortment Dashboard @ Store View

• Export to ASO Tab:

  1. Role Model & Assort Label View

  2. Export to ASO @Store View

Custom Menu Options

This step has two custom menu options:

• Export to ASO @ Store

  This custom menu option is used to export assortment plan details of the store to ASO.

• Export Updated Plans to ASO

  This custom menu is used to export updated assortment plan numbers to ASO for an already exported assortment plan and corresponding category plan data.

• Cancel ASO Export

  This custom menu can only be used to cancel exports to ASO if the data previously exported has not been consumed by ASO from the HSA RDM due to interface issues or the assortment being in the queue for consumption. This custom menu only deletes the exported data from the RDM.

Assortment Quantification Summary Tab

This tab has two views.

Assortment Quantification Summary View

Use this view to review the targets being achieved by the assortment finalized for the store. This view contains measures such as plan measures for Sales Units, Sales R, Gross Profit, Gross Profit %, and so on.

Figure 9-17 Assortment Quantification Summary WP/CP Measure Profile View

Table 9-15 lists the measures available in this view.

Table 9-15 Assortment Quantification Summary WP/CP Measure Profile Measures

Label	Definition
AS CP Assort Sales R	The sales retail value in the current plan assortment for the store.
AS CP Assort Sales U	The sales units in the current plan assortment for the store.
AS CP Assort Sales AUR	The average unit retail value of a SKU in a current plan assortment for the store. It reflects the average selling price of a SKU at a specific product hierarchy level.
AS CP Assort Gross Profit R	The gross profit retail value in the current plan assortment for the store.
AS CP Assort Gross Profit %	The gross profit percentage in the current plan assortment for the store.
AS WP Assort Sales R	The sales retail value in the working plan assortment for the store.
AS WP Assort Sales U	The sales units in the working plan assortment for the store.
AS WP Assort Sales AUR	The average unit retail value of a SKU in a working plan assortment for the store. It reflects the average selling price of a SKU at a specific product hierarchy level.
AS WP Assort Gross Profit R	The gross profit retail value in a working plan's assortment for the store. Gross Profit Retail is the difference between Sales Retail and Cost of Goods Sold.
AS WP Assort Gross Profit %	The gross profit percentage in a working plan's assortment for the store.
AS WP Assort Sales var to CP R	The working plan store assortment's sales retail value's variance to the same in the current plan store assortment.
AS WP Assort Sales var to CP U	The working plan store assortment's sales units variance to the same in the current plan store assortment.
AS WP Assort Gross Profit var to CP R	The working plan store assortment's gross profit value's variance to the same in the current plan store assortment.

Figure 9-18 Assortment Quantification Summary WP/LY Measure Profile View

Table 9-16 lists the measures available in this view.

Table 9-16 Assortment Quantification Summary WP/LY Measure Profile Measures

Label	Definition
AS LY Assort Sales R	Sales retail value in last year's store assortment.
AS LY Assort Sales U	Sales units in last year's store assortment.
AS LY Assort Sales AUR	Last year's actuals' average unit retail value in a store assortment. It reflects the average selling price of a SKU at a specific hierarchy level based on last year's actual assortment's sales at a store.
AS LY Assort Gross Profit R	Gross profit retail value in last year's store assortment.
AS LY Assort Gross Profit %	Gross profit percentage in last year's store assortment.
AS WP Assort Sales R	The sales retail value in the working plan assortment for the store.
AS WP Assort Sales U	The sales units in the working plan assortment for the store.
AS WP Assort Sales AUR	The average unit retail value of a SKU in a working plan assortment at the cluster level. It reflects the average selling price of a SKU at a specific product hierarchy level.
AS WP Assort Gross Profit R	The gross profit retail value in a working plan's assortment for the cluster. Gross Profit Retail is the difference between Sales Retail and Cost of Goods Sold.
AS WP Assort Gross Profit %	The gross profit percentage in a working plan assortment for the store.
AS WP Assort Sales var to LY R	The working plan store assortment's sales retail value's variance to the same in last year's store assortment's actuals.
AS WP Assort Sales var to LY U	The working plan store assortment's sales units variance to the same in last year's store assortment's actuals.
AS WP Assort Gross Profit var to LY R	The working plan store assortment's gross profit value's variance to the same in last year's store assortment's actuals.

Measure Profiles

This view has two measure profiles:

• WP/CP: This measure profile is used to view the working assortment at the store level in comparison to the current plan assortment.

• WP/LY: This measure profile is used to view the working assortment at the store level in comparison to the last year assortment.

Final Assortment Dashboard @ Store View

Use this view to review and compare the alignment of the final assortment plan numbers at the store level to the set MFP and CP targets at the sub-category level and above:

• Assortment Plan numbers consist of measures presenting Sales Retail, Sales Units, Gross Profit Retail, and Gross Profit %.

• Targets consist of MFP Sales R, MFP Sales U, MFP Gross Profit, and MFP Gross Profit %.

Figure 9-19 Final Assortment Dashboard @ Store View

Table 9-17 lists the measures available in this view.

Table 9-17 Final Assortment Dashboard @ Store View Measures

Label	Description
MFP Gross Profit %	Merchandise Financial Plan's Gross Profit percentage.
MFP Sales R	Merchandise Financial Plan's Sales Retail value.
AS WP Assort Gross Profit %	The working plan assortment's gross profit percentage for the store.
AS WP Assort Sales R	The working plan assortment's sales retail value.
AS WP Assort Core Count	The number of core items in the working plan assortment for the store.
AS WP Mandatory Count	The number of items marked as mandatory for the store.
CP Target Gross Profit %	Approve Category Plan's Gross Profit percentage.
CP Target Sales R	Approve Category Plan's Sales Retail value.
LY Gross Profit %	Last Year's Gross Profit percentage. Similar measures in other versions include: WP Gross Profit % and CP Gross Profit %.
LY Sales R	Last Year's Sales Retail value. Similar measures in other versions include: WP Sales R and CP Sales R.
AS LY Assort Core Count	The number of core items in last year's assortment for the store. Similar measures in other versions include: AS CP Assort Core Count, AS WP Assort Core Count, and AS LP Assort Core Count.
AS WP Assort Count var to LY	The variances in assortment count between the working plan assortment and last year assortment at the store level.
AS WP Assort Gross Profit var to LY R	The variance in gross profit retail between the working plan assortment and last year assortment at the store level. Similar measures available with comparison to other planning measures: AS WP Assort Gross Profit var to CP R, AS WP Assort Gross Profit var to MFP R, and AS WP Assort Gross Profit var to Tgt R.
AS WP Assort Sales var to LY R	The variances in sales retail value between the working plan assortment and last year assortment. Similar measures available with variance to other planning measures: WP Assort Sales var to CP R, WP Assort Sales var to MFP R, and WP Assort Sales var to Tgt R.
AS WP Assort Sales var to LY U	The variance in sales units between the working plan assortment and last year assortment at the store level. Similar measures available with variance to other planning measures: AS WP Assort Sales var to CP U, AS WP Assort Sales var to MFP U, and AS WP Assort Sales var to Tgt U.
WP DT Assort Sales var to LY U	The variance between the store level working plan assortment's demand transference affected sales units and store level last year assortment's sales units. Similar measures available with variation to other plan measures: AS WP DT Assort Sales var to CP U, AS WP DT Assort Sales var to MFP U, and AS WP DT Assort Sales var to Tgt U.
WP DT Assort Sales var to LY R	The variance between the store level working plan assortment's demand transference affected sales retail value and store level last year assortment's sales retail value. Similar measures available with variation to other plan measures: AS WP DT Assort Sales var to CP R, AS WP DT Assort Sales var to MFP R, and AS WP DT Assort Sales var to Tgt R.
WP DT Assort Gross Profit var to LY R	The variance between the IPI assortment's demand transference affected sales retail value and last year assortment's sales retail value. Similar measures available with variation to other plan measures: WP IPI DT Assort Gross Profit var to CP R, WP IPI DT Assort Gross Profit var to MFP R, and WP IPI DT Assort Gross Profit var to Tgt R.

Export to ASO Tab

This tab has two views used to fulfill the requirements of exporting assortment plan and category plan data to ASO at the store level.

Note: Before exporting to ASO, make sure that the assortment plan has been explicitly committed to RPAS DB.

Exported assortment plans are optimized to the available space in ASO and recommendations are sent back to RCM.

HSA is used to provide a near real-time round-trip integration between RCM and ASO. The Oracle database schema, RDM, is used to store data being exchanged between RCM and ASO.

Import from ASO into RCM is done in the next step, Import and Review ASO Results.

1. Role Model & Assort Label View

Use this view to select the role assignment model to the categories that must be exported to ASO at the store level.

Figure 9-20 1. Role Model & Assort Label View

Table 9-18 lists the measures available in this view.

Table 9-18 1. Role Model & Assort Label Measures

Label	Definition
WP Select Final Role Model	This is a drop-down selection measure used to select the category role assignment model whose data will be exported. There are two models available for category role assignment, Model A and Model B.
WP Assort Label	The system-generated label (based on category and quarters) displayed for a working plan assortment being exported for assortment space optimization. This assortment label can also be user-defined.
Active Export Exists @Cat	This read-only Boolean measure indicates if there are any active exports present for the category, where the ASO results are expected back. ASO can only accept one export for a category at a time.

2. Export to ASO @Store View

Use this view to select the stores for which the assortment plan and category plan data must be exported to ASO for space optimization. Check the AS WP Export to ASO flag measure for the stores and run the Export to ASO @Store custom menu.

Figure 9-21 2. Export to ASO @Store View

Table 9-19 lists the measures available in this view.

Table 9-19 2. Export to ASO @Store Measures

Label	Definition
AS WP Export to ASO	A Boolean flag measure at the store level that must be checked before running the Export to ASO @Store custom menu.
AS ASO Export Status	This read-only measure is used at the store level to display the status of exports to ASO.
AS Last Exported Ver	Assortment plans exported for space optimization are identified by the assortment set and corresponding version. Assortment set is a sequential system-generated number assigned to an assortment plan exported for a specific product category, trading areas, and quarters. Assortment Set Version is a sequential system-generated number, representing the number of exports against a specific assortment set. The AS Last Exported version is a system-generated number for an assortment set, used to identify the last assortment plan exported for space optimization at the store level.
AS Active Exports Exists	This system-generated Boolean flag measure is used at the store level to identify the presence of any active exports for assortment space optimization for a product category, clusters, and stores under trading areas for which the optimization results are yet to be imported.
AS Last Exported Date	The date on which an assortment plan at the store level was exported for assortment space optimization for the given trading areas, quarters, and product category.
AS WP Export Updated Plan	This Boolean flag measure must be checked to export updated or changed assortment plan numbers for an already exported assortment plan for space optimization at the store. The Export Updated Plan custom menu is used to do this export after checking this flag measure.
AS ASO Results Imported	This Boolean flag measure is used to indicate the import of assortment space optimization results for a specific store and product category at least once. This measure remains checked if the import has happened at least once.
AS ASO Results Accepted	This system-generated Boolean flag measure is used to indicate if the assortment space optimization results have been accepted at least once for a store and product category.
Assort Set	Assortment plans exported for space optimization are identified by the assortment set and corresponding version. Assortment set is a sequential system-generated number assigned to an assortment plan exported for a specific category, trading areas, and quarters. On the assortment finalization for implementation, the assortment set number is incremented by 1 for the stores under the same trading areas.
AS Exported to ASO	This system-generated Boolean flag measure is used to indicate the successful export of assortment plans for space optimization for a store. It is not reset on the successful import of optimization results.
AS WP Cancel ASO Export	This flag measure must be checked to delete the previous exports stored in RDM tables at the store level by running the Cancel ASO Export custom menu.
AS Assort Label	The system-generated label displayed for a working plan assortment that was last exported for assortment space optimization at the store level.
Assort ID	The system-generated assortment ID for the exported assortment plan for space optimization at the store level. It is a concatenation of the internal product category ID, quarter, and year for identifying an assortment set.
AS Last Exported ID	The system-generated assortment ID for the last exported assortment plan for space optimization at the store level. It is a concatenation of the internal product category ID, quarter, and year for identifying an assortment set.

Import and Review ASO Results Step

The process of space optimization of an assortment at the store level is similar to that at the cluster level and consists of the following actions:

1. Export the store level assortment with a space optimization request.

2. Import the ASO results at the store level after assortment space optimization in ASO.

3. Review and compare the ASO results with the exported assortment and other versions of the assortment such as, LY, CP and LP.

4. Accept the ASO results and review the space optimized assortment.

5. Formalize the placeholder items in the assortment.

6. Approve and finalize the space optimized assortment for implementation.

Use this step to review and import ASO results, location-wise or space-wise, and compare them against the exported assortment plan and other versions of the assortment plan.

The previously exported assortment plan is space optimized in ASO and then the ASO recommended assortment, assortment plan, and space productivity information are exported back to RCM. Once the exports are available from ASO, a custom menu is run to import the available ASO results.

Space productivity information is comprised of parameters, such as average service levels, stock cover in number of days, allocated space in the form of number of facings, facings length, and so on.

Prior to starting this step:

• The assortment plan must be exported to ASO from Assortment Planning @Store task.

• Space optimization for the exported assortment plan must be complete in ASO and the ASO results must be exported back to RCM.

After completing this step:

If ASO results are meeting the expectations (that is, they are in line with the overall business plan objectives and targets) then proceed to the next step, Accept and Approve ASO Results.

This step has the following tabs and views:

• Import and Review ASO Results Tab:

  1. Import ASO Results @ Store View

  2. ASO Assortment @ Store Summary View

  3. ASO Assortment Details and Space Productivity @ Store View

Custom Menu Option

This step has one custom menu option.

Import ASO Results

This custom menu is used to import the ASO results consisting of the recommended assortment, assortment plan, and space productivity information.

Import and Review ASO Results Tab

This tab has three views.

1. Import ASO Results @ Store View

Use this view to import the assortment space optimization results from ASO. Check the AS WP ASO Import flag measure at the all [Location] level and run the Import ASO Results custom menu. This will import all the available and relevant space optimization results from ASO stored in RDM (RPAS Data Mart). Relevant optimization results here refer to ASO results for the last export made to ASO from the respective workbook. The AS WP ASO Import flag measure is reset once the imports are completed successfully and the corresponding positions for the AS ASO Import Status flag measure are updated.

Figure 9-22 1. Import ASO Results @ Store View

Table 9-20 lists the measures available in this view.

Table 9-20 1. Import ASO Results @ Store View Measures

Label	Description
AS Assort Label	The system-generated label displayed for a working plan assortment that was last exported for assortment space optimization at the store level.
AS Last Exported Ver	Assortment plans exported for space optimization are identified by the assortment set and the corresponding version. Assortment set is a sequential system-generated number assigned to an assortment plan exported for a specific product category, trading areas, and quarters. Assortment Set Version is a sequential system-generated number, representing the number of exports against a specific assortment set. The AS Last Exported version is a system-generated number for an assortment set, used to identify the last assortment plan exported for space optimization at the store level.
AS Active Export Exists	This system-generated Boolean flag measure is used at the store level to identify the presence of any active exports for assortment space optimization for a product category, clusters, and stores under trading areas, for which the optimization results are yet to be imported.
AS Last Exported Date	The date on which an assortment plan at the store level was last exported for assortment space optimization for the given trading areas, quarters, and product category.
AS WP ASO Import	This user-entered Boolean flag measure is used to trigger the import of assortment space optimization results at the store level. This measure can be checked at the all (locations) level to import all the relevant (where active exports exist) and available optimization results for the workbook. Once the import is completed, this flag measure is reset.
AS ASO Import Status	This system-generated measure is used to indicate the successful import of assortment space optimization results for a specific store and product category. It is also used to present a warning message in the case of removal of a mandatory item in the space optimization results.
AS ASO Results Imported	This Boolean flag measure is used to indicate the import of assortment space optimization results for a specific store and product category at least once. This measure remains checked, if the import have happened at least once.
AS ASO Results Imported Date	The date on which the assortment space optimization results were imported for a store under a trading area.
AS ASO Results Accepted	This system-generated Boolean flag measure is used to indicate if the assortment space optimization results have been accepted at least once for a store and product category.
AS Exported to ASO	This system-generated Boolean flag measure is used to indicate the successful export of assortment plans for space optimization for a store. It is not reset on successful import of optimization results.
Assort Set	Assortment plans exported for space optimization are identified by the assortment set and corresponding version. Assortment set is a sequential system-generated number assigned to an assortment plan exported for a specific category, trading areas, and quarters. On the assortment finalization for implementation, the assortment set number is incremented by 1 for the clusters under the same trading areas.
AS ASO Results Accepted By	The user who accepted the assortment space optimization results for the store.
AS ASO Results Accepted Date	The date on which the assortment space optimization results were accepted for the store.
AS Last Exported By	The user who last exported an assortment plan for space optimization for the store.
AS Last Exported ID	System-generated assortment ID for the last exported assortment plan for space optimization at the store level. It is a concatenation of the internal product category ID, quarter, and year for identifying an assortment set.
AS ASO Results Imported By	The user who last imported the assortment space optimization results at the store level.

Custom Menu

Use the Import ASO Results custom menu in this view to import the space optimization results from ASO comprised of the ASO recommended assortment, assortment plan, and space productivity information. The ASO results are available at the SKU/Store level. The AS WP ASO Import measure must be checked at the all (locations) level to run this custom menu.

2. ASO Assortment @ Store Summary View

Use this view to review and compare the summary of ASO recommended results with the exported working plan version of the assortment plan (WP), current plan, and last year assortment plan at the store level.

The ASO recommended assortment plan is available only at the SKU/Store level.

Figure 9-23 2. ASO Assortment @ Store Summary View

Table 9-21 lists the measures available in this view.

Table 9-21 2. ASO Assortment @ Store Summary View Measures

Label	Description
AS WP Mandatory Count	The number of mandatory items in a working plan assortment for the store. Similar measures in other versions include: AS LY Mandatory Count, AS CP Mandatory Count, and AS LP Mandatory Count.
AS WP Assort Core Count	The number of core items in a working plan assortment for the store. Similar measures in other versions include: AS LY Assort Core Count, AS CP Assort Core Count, and AS LP Assort Core Count.
AS WP Assort Optn Count	The number of optional items in a working plan assortment at the store. Similar measures in other versions include: AS LY Assort Optn Count, AS CP Assort Optn Count, and AS LP Assort Optn Count.
AS WP Assort Sales U	The sales units in the working plan assortment for the store. Similar measures in other versions include: AS LY Assort Sales U and AS CP Assort Sales U.
AS WP Assort Sales R	The sales retail value in the working plan assortment for the store. Similar measure in other versions: AS LY Assort Sales R and AS CP Assort Sales R.
AS WP Assort Gross Profit R	The gross profit retail value in a working plan assortment for the store. Gross Profit Retail is the difference between Sales Retail and Cost of Goods Sold. Similar measures in other versions include: AS LY Assort Gross Profit R and AS CP Assort Gross Profit R
AS WP Assort Gross Profit %	The gross profit percentage in a working plan assortment for the store. Similar measures in other versions include: AS LY Assort Gross Profit % and AS CP Assort Gross Profit %.
ASO Assort Store Core Count	The number of core items in a store in an ASO recommended assortment. Note that the ASO results (recommendations) data is available at the SKU/Store level.
ASO Assort Sales U	The sales units in an ASO recommended assortment. Note that the ASO results (recommendations) data is available at the SKU/Store level.
ASO Assort Sales R	The sales retail value in an ASO recommended assortment. Note that the ASO results (recommendations) data is available at the SKU/Store level.
ASO Assort Gross Profit R	The gross profit retail value in an ASO recommended assortment. Note that the ASO results (recommendations) data is available at the SKU/Store level.
ASO Assort Gross Profit %	The gross profit retail percentage in an ASO recommended assortment. Note that the ASO results (recommendations) data is available at the SKU/Store level.
AS WP Assort Carried	A Boolean flag measure indicating whether an item is part of the working plan assortment for the store. Core items are part of the assortment. Similar measures in other versions include: AS LY Assort Carried, AS CP Assort Carried, and AS LP Assort Carried.
AS WP Assort Core	A Boolean flag measure indicating whether an item is a core item in the working plan assortment for the store. Similar measures in other versions include: AS LY Assort Core, AS CP Assort Core, and AS LP Assort Core.
AS WP Mandatory	A Boolean flag measure used to mark an item as mandatory in a working plan assortment for the store.

Measure Profiles

ASO Assortment Summary @Store view is used to review and compare the ASO results in relation to the exported assortment plan, in particular, and other version assortments at the store level.

WP/CP: This profile is used to compare the ASO results summary in relation to the exported working plan assortment and current plan assortment at the store level.

WP/LP: This profile is used to compare the ASO results summary in relation to the exported working plan assortment and last plan assortment at the store level.

WP/LY: This profile presents a comparison of the ASO results summary in relation to the exported working plan assortment and last year's assortment plan at the store level.

3. ASO Assortment Details and Space Productivity @ Store View

Use this view to review and compare the details of the ASO results comprised of the ASO recommended assortment, plan, and space productivity information with the exported working plan assortment and other versions (LY, LP, and CP) at the store level, along with their respective space productivity information. This view is viewed at the store level.

Figure 9-24 3. ASO Assortment @ Store Details and Space Productivity View

Table 9-22 lists the measures available in this view.

Table 9-22 3. ASO Assortment @ Store Details and Space Productivity View Measures

Label	Description
AS WP Assort Carried	A Boolean flag measure indicating whether an item is part of the working plan assortment for the store. Core items are part of the assortment. Similar measures in other versions include: AS LY Assort Carried, AS CP Assort Carried, and AS LP Assort Carried.
AS WP Mandatory	A Boolean flag measure used to mark an item as mandatory in a working plan assortment for the store.
AS WP Mandatory Count	The number of mandatory items in a working plan assortment for the store. Similar measures in other versions include: AS LY Mandatory Count, AS CP Mandatory Count, and AS LP Mandatory Count.
AS WP Assort Core	A Boolean flag measure indicating whether an item is a core item in the working plan assortment for the store. Similar measures in other versions include: AS LY Assort Core, AS CP Assort Core, and AS LP Assort Core.
AS WP Assort Core Count	The number of core items in a working plan assortment for the store. Similar measures in other versions include: AS LY Assort Core Count, AS CP Assort Core Count, AS LP Assort Core Count.
AS WP Assort Optn	A Boolean flag measure indicating whether an item is an optional item in the working plan's assortment for the store. Similar measures in other versions include: AS LY Assort Optn, AS CP Assort Optn, and AS LP Assort Optn.
AS WP Assort Optn Count	The number of optional items in a working plan assortment at the store. Similar measures in other versions include: AS LY Assort Optn Count, AS CP Assort Optn Count, and AS LP Assort Optn Count.
AS WP Assort Sales U	The sales units in the working plan assortment for the store. Similar measures in other versions include: AS LY Assort Sales U and AS CP Assort Sales U.
AS WP Assort Sales R	The sales retail value in the working plan assortment for the store. Similar measure in other versions include: AS LY Assort Sales R and AS CP Assort Sales R.
AS WP Assort Gross Profit R	The gross profit retail value in a working plan assortment for the store. Gross Profit Retail is the difference between Sales Retail and Cost of Goods Sold. Similar measures in other versions include: AS LY Assort Gross Profit R and AS CP Assort Gross Profit R.
AS WP Assort Gross Profit %	The gross profit percentage in a working plan assortment for the store. Similar measures in other versions include: AS LY Assort Gross Profit % and AS CP Assort Gross Profit %.
ASO Assort Store Core Count	The number of core items in a store in an ASO recommended assortment. Note that the ASO results (recommendations) data is available at the SKU/Store level.
WP ASO Assort Facings Length	The length of the number of facings allotted to a SKU in the POGs in a store layout after the working plan assortment's space optimization by ASO. This measure is an output from ASO at the SKU/Store level. Similar measures in different versions include: LY ASO Assort Facings Length, CP ASO Assort Facings Length, and LP ASO Assort Facings Length.
WP ASO Assort # Facings	The number of facings allotted to a SKU in the POGs in a store layout after the working plan assortment's space optimization by ASO. This measure is an output from ASO at the SKU/Store level. Similar measures in different versions include: LY ASO Assort # Facings, CP ASO Assort # Facings, and LP ASO Assort # Facings.
WP ASO Assort Avg Service Level	The average service level that represents the probability of an item's availability at a store in the working plan assortment. This measure is an output from ASO at the SKU/Store level. Similar measure in different versions include: LY ASO Assort Avg Service Level, CP ASO Assort Avg Service Level, and LP ASO Assort Avg Service Level.
WP ASO Assort Avg Days of Supply	The inventory (or stock cover) carried by a store, measured as the average number of days the inventory available at the store will last in the WP version of the assortment plan. This measure is part of the ASO result. Similar measure in different versions include: LY ASO Assort Avg Days of Supply, CP ASO Assort Avg Days of Supply, and CP ASO Assort Avg Days of Supply.
ASO Assort Sales R per Linear Unit	The sales retail value return per linear unit of facings length in the ASO recommended assortment.
ASO Assort Sales R per facing	The sales retail value return per facing in the ASO recommended assortment.
ASO Assort Gross Profit R per Linear Unit	The gross profit retail value return per linear unit in the ASO recommended assortment.
ASO Assort Gross Profit R per facing	The gross profit retail value return per facing in the ASO recommended assortment.
ASO Assort Sales U	The sales units in an ASO recommended assortment. Note that the ASO results (recommendations) data is available at the SKU/Store level.
ASO Assort Sales R	The sales retail value in an ASO recommended assortment. Note that the ASO results (recommendations) data is available at the SKU/Store level.
ASO Assort Gross Profit R	The gross profit retail value in an ASO recommended assortment. Note that the ASO results (recommendations) data is available at the SKU/Store level.
ASO Assort Gross Profit %	The gross profit retail percentage in an ASO recommended assortment. Note that the ASO results (recommendations) data is available at the SKU/Store level.

Measure Profiles

The ASO Assortment @Store Details and Space Productivity view is used to review the details of the ASO results in the form of assortment plan and space productivity information at the store level.

WP/CP: This measure profile presents a comparison of the ASO assortment plan details and space productivity information in relation to the exported working plan assortment and current plan assortment at the store level.

WP/LP: This measure profile presents a comparison of the ASO assortment plan details and space productivity information in relation to the exported working plan assortment and last plan assortment at the store level.

WP/LY: This measure profile presents a comparison of the ASO assortment plan details and space productivity information in relation to the working plan assortment and last year's assortment plan at the store level.

Accept ASO Results and Approve Assortment Step

Use this step to accept the ASO results, review the space optimized assortment, approve it, and finalize it for implementation.

Prior to starting this step:

The ASO results should have been imported and reviewed in the previous step.

After completing this step:

Store-specific space optimized assortments can be accepted, approved, and finalized for implementation in this step. This is the process flow for continuous planning business scenario, where store assortments are re-planned during a planning period.

If store-specific assortment plans are being created as part of major-line review, the next step is to go back to the step, Accept ASO Results and Approve Assortment under Assortment Planning @Cluster task, to review the overall assortment plan for the cluster. Combined measures are used to present the overall assortment plan information at the cluster level when store level assortment plans have been planned under the cluster.

The space-optimized assortments are finalized for implementation under this step.

This step has the following tabs and views:

• Accept ASO Results and Review Assortment Tab:

  1. Accept ASO Results @ Store View

  2. Review Space Optimized Assortment @ Store View

• Approve Assortment Tab:

  Approve Assortment @ Store View

• Finalize Assortment for Implementation Tab:

  Finalize Assortment for Implementation View

Custom Menu Options

This step has the following custom menu options:

Accept ASO Results

This custom menu is used to accept the ASO results after importing and reviewing them.

Approve Assortment @Store

This custom menu is used approve an assortment at the store level.

Finalize Assort to ASO

This custom menu is used to finalize the assortment for space optimization.

Accept ASO Results and Review Assortment Tab

This tab has two views.

1. Accept ASO Results @ Store View

Use this view to accept the ASO results, which have been reviewed in the previous step and been found to be in line with the business requirements. Review the stores for which the ASO results have been imported. Check the AS WP Accept flag measure for stores, where the ASO results need to be accepted, choose the required option in the WP Accept Type measure from the drop-down selection, and run the Accept ASO Results custom menu. The following options are available for accepting ASO results:

• ASO Assortment and Plan: This option is used to copy the ASO recommended assortment plan, as it is, into the store level measures.

• ASO Assortment only: This option is used to copy only the assortment (product-mix) or assortment from the ASO results. The assortment plan numbers are then derived by applying demand transference using the difference between the original working plan exported at the store level for space optimization and the ASO recommended assortment as the basis for the calculation.

Figure 9-25 1. Accept ASO Results @ Store View

Table 9-23 lists the measures available in this view.

Table 9-23 1. Accept ASO Results @ Store View Measures

Label	Description
AS Assort Label	The system-generated label displayed for a working plan assortment that was last exported for assortment space optimization at the store level.
AS Last Exported Ver	Assortment plans exported for space optimization are identified by the assortment set and corresponding version. Assortment set is a sequential system-generated number assigned to an assortment plan exported for a specific product category, trading areas, and quarters. Assortment Set Version is a sequential system-generated number, representing the number of exports against a specific assortment set. AS Last Exported version is a system-generated number for an assortment set, used to identify the last assortment plan exported for space optimization at the store level.
AS Active Export Exists	This system-generated Boolean flag measure is used at the store level to identify the presence of any active exports for assortment space optimization for a product category, clusters, and stores under trading areas, for which the optimization results are yet to be imported.
AS Exported to ASO	This system-generated Boolean flag measure is used to indicate the successful export of assortment plans for space optimization for a store. It is not reset on the successful import of optimization results.
AS Last Exported Date	The date on which an assortment plan at the store level was last exported for assortment space optimization for the given trading areas, quarters, and product category.
AS ASO Results Imported	This Boolean flag measure is used to indicate the import of assortment space optimization results for a specific store and product category, at least once. This measure remains checked if the imports have happened at least once.
AS ASO Results Imported Date	The date on which the assortment space optimization results were imported for a store under a trading area.
AS WP Accept	A Boolean flag measure that must be checked for a store to run the Accept ASO Results custom menu.
AS WP Accept Type	A drop-down measure used to enter the accept type before running the Accept ASO Results custom menu at the store level. There are two available options: ASO Assortment only: Used to accept only the ASO assortment recommendation. ASO Assortment and Plan: Used to accept both the ASO assortment and plan recommendations.
AS ASO Results Accepted	A Boolean measure used to indicate if the ASO results have been accepted for a store.
AS ASO Results Accepted Date	The date on which the ASO results were accepted at the store level.

Custom Menus

Use the Accept ASO Results custom menu to accept the ASO results. The ASO results can be accepted in two ways by selecting an option from the AS WP Accept Type measure:

• ASO Assortment and Plan: This option is used to copy the ASO recommended assortment plan, as it is, into the store level measures.

• ASO Assortment only: This option is used to copy only the product-mix or assortment from the ASO results. The assortment plan numbers are then derived by applying demand transference using the difference between the original working plan exported for space optimization and the ASO recommended assortment as the basis for the calculation.

2. Review Space Optimized Assortment @ Store View

Use this view to review the space-optimized assortment and its space productivity information at the store level after accepting the ASO results. Compare this information with different versions of the assortment plans such as, LY, CP, and LP.

The ASO results are available at the SKU/Store level and, on acceptance, are stored in the store level measures (AS WP type measures). The accepted ASO recommended assortment is referred to as the space-optimized assortment. Space productivity information is also updated to the working plan measures as part of the acceptance of the ASO results.

Figure 9-26 2. Review Space Optimized Assortment @ Store View

Table 9-24 lists the measures available in this view.

Table 9-24 2. Review Space Optimized Assortment @ Store View Measures

Label	Description
AS WP Assort Carried	A Boolean flag measure indicating whether an item is part of the working plan assortment for the store. Core items are part of the assortment. Similar measures in other versions include: AS LY Assort Carried, AS CP Assort Carried, and AS LP Assort Carried.
AS WP Mandatory	A Boolean flag measure used to mark an item as mandatory in a working plan assortment for the store. Similar measures in other versions include: AS LY Mandatory, AS CP Mandatory, and AS LP Mandatory.
AS WP Mandatory Count	The number of mandatory items in a working plan assortment for the store. Similar measures in other versions include: AS LY Mandatory Count, AS CP Mandatory Count, and AS LP Mandatory Count.
AS WP Assort Core	A Boolean flag measure indicating whether an item is a core item in the working plan's assortment for the store. Similar measures in other versions include: AS LY Assort Core, AS CP Assort Core, and AS LP Assort Core.
AS WP Assort Core Count	The number of core items in a working plan assortment for the store. Similar measures in other versions include: AS WP Assort Core Count, AS WP Assort Core Count, and AS WP Assort Core Count.
AS WP Assort Sales U	The sales units in the working plan assortment for the store. Similar measures in other versions include: AS LY Assort Sales U and AS CP Assort Sales U.
AS WP Assort Sales R	The sales retail value in the working plan assortment for the store. Similar measures in other versions include: AS LY Assort Sales R and AS CP Assort Sales R.
AS WP Assort Gross Profit R	The gross profit retail value in a working plan assortment for the store. Gross Profit Retail is the difference between Sales Retail and Cost of Goods Sold. Similar measures in other versions include: AS LY Assort Gross Profit R and AS CP Assort Gross Profit R.
AS WP Assort Gross Profit %	The gross profit percentage in a working plan assortment for the store. Similar measures in other versions include: AS LY Assort Gross Profit % and AS CP Assort Gross Profit %.
WP ASO Assort Facings Length	The length of the number of facings allotted to a SKU in the POGs in a store layout after the working plan assortment's space optimization by ASO. This measure is an output from ASO at the SKU/Store level. Similar measure in different versions include: LY ASO Assort Facings Length, CP ASO Assort Facings Length, and LP ASO Assort Facings Length.
WP ASO Assort # Facings	The number of facings allotted to a SKU in the POGs in a store layout after the working plan assortment's space optimization by ASO. This measure is an output from ASO at the SKU/Store level. Similar measure in different versions include: LY ASO Assort # Facings, CP ASO Assort # Facings, and LP ASO Assort # Facings.
WP ASO Assort Avg Service Level	The average service level that represents the probability of an item's availability at a store in the working plan assortment. This measure is an output from ASO at the SKU/Store level. Similar measure in different versions include: LY ASO Assort Avg Service Level, CP ASO Assort Avg Service Level, and LP ASO Assort Avg Service Level.
AS LY Assort Sales R per Linear Unit	The sales retail return per linear unit of facings length in last year's assortment at the store level. It is calculated by dividing AS LY Assort Sales R by LY ASO Assort Facings Length. Similar measures in other versions include: AS WP Assort Sales R per Linear Unit and AS CP Assort Sales R per Linear Unit.
AS LY Assort Sales R per facing	The sales retail return per facing in last year's assortment at the store level. It is calculated by dividing AS LY Assort Sales R by LY ASO Assort # Facings. Similar measures in other versions include: AS WP Assort Sales R per facing and CP AS Assort Sales R per facing.
AS LY Assort Gross Profit R per Linear Unit	The gross profit retail return per linear unit of facings length in last year's assortment at the store level. It is calculated by dividing AS LY Gross Profit R by LY ASO Assort Facings Length. Similar measures in other versions include: AS WP Assort Gross Profit R per Linear Unit and AS CP Assort Gross Profit R per Linear Unit.
AS LY Assort Gross Profit R per facing	The gross profit retail return per facing in last year's assortment at the store level. It is calculated by dividing AS LY Assort Gross Profit R by LY ASO Assort # Facings. Similar measures in other versions include: AS WP Assort Gross R per facing and CP AS Assort Gross Profit R per facing.
WP ASO Assort Avg Days of Supply	The inventory (or stock cover) carried by a store, measured as the average number of days the inventory available at the store will last in the WP version of the assortment plan. This measure is part of the ASO result. Similar measures in different versions include: LY ASO Assort Avg Days of Supply, CP ASO Assort Avg Days of Supply, and CP ASO Assort Avg Days of Supply.
WP ASO POG Length	The length of the POG in which a SKU is merchandised at the store per the working plan assortment's space optimization by ASO. This measure is an output from ASO at the SKU/Store level. The grouping of stores in the form of space clusters is done on the basis of POG length.
AS WP Mandatory Count	The number mandatory items in a working plan assortment for the cluster. Similar measures in other versions include: LY Mandatory Count and CP Mandatory Count, LP Mandatory Count.

Measure Profiles

WP/CP: This measure profile presents a comparison of the working plan for the space optimized assortment with the current plan assortment at the store level.

WP/LP: This measure profile presents a comparison of the working plan for the space optimized assortment with the last plan assortment at the store level.

WP/LY: This measure profile presents a comparison of the working plan for the space optimized assortment with the last year assortment at the store level.

Approve Assortment Tab

This tab has one view.

Approve Assortment @ Store View

Use this view to approve the store level assortment by checking the AS WP Approve to CP for a store measure.

Prior to approving the assortment, the placeholder items, which are part of the assortment, must be formalized by Category Management Admin after the item has been formalized in RMS or an MDM system. For more details, see "Placeholder and Formalized Items Step" in Chapter 3.

Figure 9-27 Approve Assortment @ Store View

Table 9-25 lists the measures available in this view.

Table 9-25 Approve Assortment @ Store View Measures

Label	Description
AS Assort Label	The system-generated label displayed for a working plan assortment that was last exported for assortment space optimization at the store level.
AS Last Exported Ver	Assortment plans exported for space optimization are identified by the assortment set and corresponding version. Assortment set is a sequential system-generated number assigned to an assortment plan exported for a specific product category, trading areas, and quarters. Assortment Set Version is a sequential system-generated number, representing the number of exports against a specific assortment set. AS Last Exported version is a system-generated number for an assortment set, used to identify the last assortment plan exported for space optimization at the store level.
AS Active Exports Exist	A Boolean measure used to indicate if there are any active exports for a store where the assortment space optimization results are expected.
AS Exported to ASO	This system-generated Boolean flag measure is used to indicate the successful export of assortment plans for space optimization for a store. It is not reset on successful import of optimization results.
AS ASO Results Imported	This Boolean flag measure is used to indicate the import of assortment space optimization results for a specific store and product category, at least once. This measure remains checked if the imports have happened at least once.
AS ASO Results Accepted	This system-generated Boolean flag measure is used to indicate if the assortment space optimization results have been accepted at least once for a store and product category.
AS WP Approve to CP	A Boolean flag measure that must be checked before running the Approve ASO Results @Store custom menu to approve the assortment.

Custom Menu

Use the Approve Assortment @Store custom menu in this view to approve the assortment.

Finalize Assortment for Implementation Tab

This tab has one view.

Finalize Assortment for Implementation View

Use this view to finalize the assortment for implementation. On finalization, the formalization information is exported to ASO and a signal is sent to ASO to go ahead with the implementation at the stores through a space management system.

Figure 9-28 Finalize Assortment for Implementation View

Table 9-26 lists the measures available in this view.

Table 9-26 Finalize Assortment for Implementation Measures

Label	Description
Assort Label	The system-generated label displayed for a working plan assortment that was last exported for assortment space optimization.
Assort Set	Assortment plans exported for space optimization are identified by the assortment set and corresponding version. Assortment set is a sequential system-generated number assigned to an assortment plan exported for a specific category, trading areas, and quarters. On assortment finalization for implementation, the assortment set number is incremented by 1 for the clusters under the same trading areas.
Approved to CP	A Boolean flag measure used to indicate if an assortment has been approved.
WP Assort Finalize	A Boolean flag measure that must be checked before running the custom menu to finalize the assortment.
Assort Finalized	A Boolean flag measure used to indicate if the assortment has been finalized.
Finalized ASO Assort Set	The Assort Set Number that has been finalized.
Finalized Assort Set	The assortment set that was last finalized.