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Preface

• Audience
• Documentation Accessibility
• Related Documents
• Customer Support
• Review Patch Documentation
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Technology Network
• Conventions

1 Introduction

• Category Management Activities
• Solution Task Flows
• Category Management Process Flow
• Advanced Science in Category Management
• Data Requirements in Category Management
  • Required Data
  • Key Take Aways
  • User Roles
• Plan and Measure Roles and Versions
• Custom Menu Options
• Copy View Option
• Key Take Aways
• Getting Started

2 CDT Editor Task

• Create the CDT Editor Workbook
• CDT Meta Data Step
  • Custom Menu Option

3 Category Management Administration Task

• Create the Category Management Administration Workbook
• CDT Maintenance Step
  • Delete CDTs View
  • Select CDT Version View
• Attribute Maintenance Step
  • Attribute Value Maintenance View
  • Category Attribute Mapping View
  • SKU Attribute Maintenance View
• IPI Setup Step
  • 1. Assign Focus Area Weights View
  • 2. Assign Metric Weights View
  • 3. Assign Attribute Name Weights View
  • 4. Assign Attribute Value Weights View
  • 5. Assign Consumer Segment Weights View
• Consumer Segment Step
  • Assign Consumer Segment Distribution View
  • Assign Consumer Segment Status View
• Set Default Tactics Step
  • Set Default Tactics View
  • Space Related Tactics View
• Calendar Mapping Step
  • Quarter Mapping View
  • Week Mapping View
• Assign DT SKU Cutoff Step
  • Assign DT SKU CutOff View
• Manage MSO Tables Step
  • Manage MSO Tables @Dept View
  • Manage MSO Tables @Sub-Category View
• Like Sub-Category Mapping Step
  • Like Sub-Category Mapping View
• POG and PROD Hierarchy Mapping Step
  • POG and PROD Hierarchy Mapping @Dept View
  • POG and PROD Hierarchy Mapping @Sub-Category View
• Placeholder and Formalized Items Step
  • Placeholder and Formalized Items View

4 Category Planning Task

• Create the Category Planning Workbook
• Category Performance Review Step
  • Scorecard Summary View
• Review Retail Strategy Step
  • 1. Analyze Target Shoppers View
  • 2. Analyze Trading Area Opportunity View
  • 3. Analyze Competition View
• Assign Category Role Step
  • Analyze Market Share and Growth Tab
    • 1. Analyze Market Share and Growth View
    • 2. Analyze Sales Trends View
    • 3. Analyze Profit Contribution View
    • 4. Analyze Value Share View
  • Analyze Consumer Spend Tab
    • 5. Analyze Cross Category Spending View
    • 6. Analyze Spend Versus Frequency View
    • 7. Analyze Consumer Purchase Behavior View
    • 8. Analyze Category Buyer Conversion View
    • 9. Analyze Consumer Segment Cross Category Spending View
  • Quadrant Analysis Tab
    • Mkt Share / Growth / Category Size
    • Mkt Share / Growth / Sales View
    • Retailer Share / Growth / Category Size View
    • Retailer Share / Growth / Sales View
  • Analyze and Assign Category Role - Industry Model A Tab
    • 1. Analyze Historic Performance - Industry Model A View
    • 2. Analyze Forecasted Performance - Industry Model A View
    • 3. Assign Category Roles - Industry Model A View
  • Analyze and Assign Category Role - Industry Model B Tab
    • 1. Analyze Historic Performance - Industry Model B View
    • 2. Analyze Forecasted Performance - Industry Model B View
    • 3. Assign Category Roles - Industry Model B View
• Assign Category Strategies Step
  • 1. Assign Strategies View
  • 2. Identify Cash Generators View
  • 3. Identify Excitement Generators View
  • 4. Identify Image Enhancer View
  • 5. Identify Profit Generators View
  • 6. Identify Traffic Builders View
  • 7. Identify Transaction Builders View
  • 8. Identify Turf-Defenders View
• Assign Category Tactics Step
  • Review Category Performance to Role Tab
    • 1. Review Category / Sub-Category Performance View
    • 2. Review Price and Promo Effectiveness View
    • 3. Review Average Movement View
    • 4. Review Space Effectiveness View
  • Assign Category Tactics Tab
    • Assign Category Tactics View
• Set Targets and Approve Category Plan Step
  • Scorecard Summary View
  • Seed Sales Tab
    • Custom Menu Option
    • Review Sales View
    • Seed Sales View
  • Set Sales and Profit Targets Tab
    • 1. Set Sales and Profit Targets View
    • 2. Set Promo Sales Targets View
    • 3. Set Private Label Targets View
  • Set Inventory Targets Tab
    • Set Inventory Targets View
  • Approve Tab
    • Approve Assortment Strategies, Tactics, and Scorecard View

5 Macro Space Optimization @Dept Task

• Introduction to Macro Space Optimization
• Create the Macro Space Optimization @Dept Workbook
• Review Category Scorecard Step
  • Custom Menu Option
  • Review Category Scorecard @Dept View
• Set Up and Review Optimization Step
  • Custom Menu Option
  • 1. Set Up and Review Optimization @ Dept View
  • 2. Review Space and Profit Histograms @Dept View
• Approve Optimization Results Step
  • Custom Menu Option
  • Approve Optimization Results @Dept View

6 Macro Space Optimization @Sub-Category Task

• Create the Macro Space Optimization @Sub-Category Workbook
• Review Category Scorecard Step
  • Custom Menu Option
  • Review Category Scorecard @Sub-Category View
    • Custom Menu
• Set Up and Review Optimization Step
  • Custom Menu Option
  • 1. Set Up and Review Optimization @Sub-Category View
    • Custom Menu Option
  • 2. Review Space and Profit Histograms @Sub-Category View
• Approve Optimization Results Step
  • Custom Menu Option
  • Approve Optimization Results @Sub-Category View
    • Custom Menu Option

7 Assortment Planning Analysis Task

• Create the Assortment Planning Analysis Workbook
• Performance Analysis Step
  • Sales and Gross Profit Analysis Tab
    • Sales and Gross Profit Analysis View
  • Performance Quadrant Analysis Tab
    • 1. Gross Profit and Inventory Turns View
    • 2. Sales Revenue and Sales Units View
    • 3. Sales Revenue and Gross Profit View
    • 4. Sales and Profit per Sq Ft View
• Market Analysis Step
  • Set Breakpoint and Performance Drivers Tab
    • Set Breakpoints View
    • Set Performance Metric Driver View
  • Performance Based Fragmentation Analysis Tab
    • 1. Performance Based Fragmentation Market Analysis Data View
    • 2. Performance Based Fragmentation Retail Data Analysis View
  • Item Contribution Analysis Tab
    • 1. Item Contribution Market View
    • 2. Item Contribution Retailer View
  • Proliferation Analysis Tab
    • 1. Proliferation Market Analysis View
    • 2. Proliferation Retailer Analysis View
  • Accumulative Ranking Tab
    • 1. Accumulative Ranking Market Analysis View
    • 2. Accumulative Ranking Retailer Analysis View
  • Market Assessment Tab
    • 1. Market Share Assessment View
    • 2. Market Sales Trend Analysis View
    • 3. Market Analysis View
  • Market Quadrant Analysis Tab
    • 1. Market Sales $ / Sales Units / Share View
    • 2. Market Share / Growth / Sales Units View
• Consumer Analysis Step
  • Who is the Consumer? Tab
    • Consumer Segment Analysis View
  • What is the Consumer Purchasing and How Loyal are They? Tab
    • 1. Purchase Behavior Analysis View
    • 2. Consumer Loyalty Analysis View
    • 3. Top Shopper Analysis View
  • Where is the Consumer Purchasing? Tab
    • 1. Retail Channel Share Analysis View
    • 2. Buyer Conversion Analysis View
• Review Assortment Scorecard Step
  • Category Roles, Strategies, and Tactics Tab
    • 1. Review Roles View
    • 2. Review Strategies View
    • 3. Review Tactics View
  • Review Category Scorecard Tab
    • Scorecard Summary View
  • Review Consumer Segments Tab
    • Review Consumer Segments View

8 Assortment Planning @ Cluster Task

• Item Priority Index (IPI)
• Market Coverage Assortment
• CDTs and Demand Transference
• Clusters and Trading Areas
• Task Flow
• Assortment Planning Analysis Workbook
• Assortment Setup Step
  • Seed and Review Plan Sales Tab
    • Custom Menu Option
    • 1. Seed Sales View
    • 2. Review and Plan Sales View
  • Create Placeholder Items Tab
    • Create Placeholder Items View
  • Like Item Mapping Tab
    • Custom Menu Option
    • 1. Use Retail Like Item View
    • 2. Use Market Like Item View
    • 3. Use Attribute Like Item View
    • 4. SKU Attribute Maintenance View
  • Review Consumer Segment Status Tab
    • Review Consumer Segments View
  • Set IPI Weights Tab
    • Focus Area Weights
    • Custom Menu Options
    • 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
  • Example of IPI Calculations
    • Example 1: Performance-Based IPI
    • Example 2: Performance and Attribute-Based IPI
  • Review IPI Scores Tab
    • 1. Review Focus Area Score View
    • 2. Review Consumer Segment Score View
    • 3. Review IPI Scores View
  • Set Assortment Constraints Tab
    • 1. Select Eligible and Mandatory Items View
    • 2. Set IPI Constraints View
    • 3. Set Market Coverage Constraints View
• Manage IPI Assortment Step
  • Custom Menu Options
  • Review IPI Assortment Recommendations Tab
    • 1a. Review IPI Assortment Recommendation View
    • 1b. Review IPI DT Details View
    • 2. IPI Assortment Dashboard View
  • Improve IPI Assortment Tab
    • 1. Set Parameters for IPI Assortment Improvement View
    • 2. Review Improved IPI Assortment View
  • IPI Ordered Incremental Curve Tab
    • View IPI Ordered Incremental Curve View
• Manage Market Coverage Assortment Step
  • Custom Menu Options
  • Review Market Coverage Assortment Recommendation Tab
    • 1a. Review Market Coverage Assortment Recommendation View
    • 1b. Review Market Coverage DT Details
    • 2. Market Coverage Assortment Dashboard View
  • Market Coverage Ordered Incremental Curve Tab
    • View MC Ordered Incremental Curve View
• Finalize Assortment for Space Optimization Step
  • Custom Menu Options
  • Review Final Assortment Recommendation Tab
    • 1a. Review Final Assortment Recommendation View
    • 1b. Review DT Details View
    • 2. Final Assortment Dashboard View
    • 3. Review Assortment Wedge View
  • Assortment Quantification Summary Tab
    • Assortment Quantification Summary View
  • Export to ASO Tab
    • 1. Role Model & Assort Label View
    • 2. Export to ASO View
• Import and Review ASO Results Step
  • Custom Menu Option
    • Import ASO Results
  • Import and Review ASO Results Tab
    • 1. Import ASO Results View
    • 2. ASO Assortment Summary View
    • 3. ASO Assortment Details and Space Productivity View
  • ASO Assortment by Location and Space Tab
    • 1. ASO Assortment by Location View
    • 2. ASO Assortment by Space View
• Accept ASO Results and Approve Assortment Step
  • Custom Menu Options
    • Accept ASO Results
    • Approve Assortment @Cluster
    • Finalize Assortment to ASO
  • Accept ASO Results and Review Assortment Tab
    • 1. Accept ASO Results View
    • 2. Review Space Optimized Assortment View
  • Approve Assortment Tab
    • Approve Assortment View
  • Finalize Assortment for Implementation Tab
    • Finalize Assortment for Implementation View

9 Assortment Planning @ Store Task

• Assortment Planning Analysis Workbook
• Assortment Setup Step
  • Custom Menu Options
  • 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
• Manage IPI Assortment Step
  • Custom Menu Options
  • Review Assortment Recommendation Tab
    • 1a. Review Assortment Recommendation @ Store View
    • 1b. Review DT Details @ Store View
    • 3. IPI Assortment Dashboard @ Store View
• Finalize Assortment for Space Optimization Step
  • Custom Menu Options
  • 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
• Import and Review ASO Results Step
  • Custom Menu Option
    • Import ASO Results
  • 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
• Accept ASO Results and Approve Assortment Step
  • Custom Menu Options
    • Accept ASO Results
    • Approve Assortment @Store
    • Finalize Assort to ASO
  • 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

A Appendix: Additional Topics

• Roles, Strategies, and Tactics in Category Planning
  • Overview
    • Roles
    • Industry Model A
    • Industry Model B
    • Strategies
    • Tactics
    • Applying Roles, Strategies, and Tactics in Assortment Planning and Macro Space Optimization
• Workflows/Day in the Life
  • Category Reset
    • Category Planning Process
    • Category Planning Workflow
    • Macro Space Optimization Process
    • Assortment Planning Process
    • Assortment Planning Workflow
  • Continuous Planning
  • Retailer Category Management Areas of Emphasis and Assortment Planning
    • Brand, Profit, and Space-Aware
    • Private Label
    • Customer-Centric Retailer
    • Market-Focused Retailer
    • Curious Retailer
• IPI in Assortment Planning
  • Prerequisites for Creating an IPI Assortment
  • Creating an IPI Assortment
  • Understanding the IPI Calculations
    • IPI Example 1 - Performance (Sales)
    • IPI Example 2 - Performance (Sales 50% and Margin 50%)
    • Assortment Constraints
    • IPI Example 3 - Applying Constraints
    • Troubleshooting
• Demand Transference in Assortment Planning
  • Overview
    • Benefits
    • Demand Transference Example
  • Applying Demand Transference to an Assortment
    • Prerequisites for Applying Demand Transference
    • Applying Demand Transference to an Assortment
  • Incremental Curve-Based Assortment Review
    • Prerequisites for Incremental Curve-Based Assortment Review
    • Reviewing an Assortment Based on the Incremental Curve
  • Demand Transference Glossary

Glossary