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Oracle® Retail Assortment and Space Optimization User Guide
Release 14.1
E59122-01
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Glossary

Assortment Cluster

Store cluster definitions that are used in Category Manager, which are defined at the product category level.

Bay

A physical unit of fixtures in which the configuration is the same from left to right. A fixture configuration can change across bays but not within a bay. Retailers often lay out POGs on a discrete number of bays. So bays can be considered a unit of macro space like linear ft/cm.

Capping

Products are stacked with units of different orientation. The bottom unit is in the main orientation, and the units above use a capping orientation. This applies only to shelves. Only simple capping is supported by ASO.

Current/Historical POG Assortment

The list of products from a specific POG that is imported from a third party POG tool. This assortment is POG-specific; the stores that received this POG have this assortment. A master list for a POG set can be created by finding the union of all products that are on the POGs in the set.

Display Style, Display Style Type

This provides the discrete unit of display for a given product. Display style types include single/unit, tray, case, and pallet. Display style types can also describe peg vs. shelf. These are set up in MSM.

For a given product, one or more display styles is established in MSM. Each one has its own set of size and spacing data, as well as a number of total units. For example, a specific SKU may have two display styles: single/unit and tray. Unit then corresponds to a single unit of the product. Tray is then 12 units. The number of units per tray depends on the product.

Note that MSM uses the term unit for a single unit display. In order to describe the number of units, ASO uses the term single/unit instead.

Empty Planogram

An empty POG is a POG skeleton. The bays and fixtures are defined but no products have been placed on the fixtures.

Facing

A facing is the smallest unit of micro space that is allocated to a product. On a shelf, facings are counted horizontally. In other words, it is the number of units across. On a pegboard or a freezer, facings are the number of total units that the customer can see when looking at the fixture.

Finalized Assortment

This is the final approved assortment.

Finger Space Above

The product-specific space that is required between the top of a product's facings and the bottom of the shelf above. This accounts for the space required to remove the product from the fixture. When available, the specified space is added to the top of the top unit in the product's facings in the z direction. This applies to pegboards, freezer chests, and shelves. In MSM, this is also called finger space above.

Finger Space Behind

The product-specific space that is required on the front and back of units of a product. When available, the specified space is added on either side of the unit in the y direction; half of the quantity goes on the front and half of the quantity goes on the back. This applies to shelves only. In MSM, this is called a gap in the y direction.

Finger Space Beside

The product-specific space that is required on the left side and right side of units of a product. When available, the specified space is added on either side of the product's facings; half of the quantity goes on either side in the x direction. For example, if there are two facings of product A with finger space beside equal to 1 inch, then horizontally it looks as follows: one-half inch, product A, one-half inch, one-half inch, product A, one-half inch. This applies to pegboards, freezer chests, and shelves. In MSM, this quantity is called a gap in the x direction.

Fixture

A fixture is defined as equipment such as a set of shelves, a pegboard, or a freezer chest. A single shelf is not a fixture, nor is a single peg a fixture.

Fixture Configuration

This provides details about the dimensions of shelving (that is, the number of shelves and the height, width, and depth of each one), freezer chests (that is, the height, width, and depth) or pegboard (in this case, the height, width, and depth equal the peg length, which may also have peg hole spacing details).

Fixture Type

This is the attribute that defines what kind of fixture is in a POG: shelf, pegboard, or freezer chest.

Inter Product Gap

The product-specific space that is required to separate adjacent products on a shelf. This accounts for space that holds product dividers. When available, the specified space is added to the left and right of the entire block of a product; half of the quantity goes on either side of the run of that product in the x direction. For example, if there are two facings of product A with inter product gap equal to 1 inch, then horizontally it looks as follows: one-half inch, product A, product A, one-half inch. This applies to pegboards, freezer chests, and shelves. In MSM, this is called finger space beside.

Item Performance Index (IPI)

This is a value generated by Category Manager that provides indication of the relative importance of products within an assortment. A value of 1 means the product is average, a value of 1.3 means it is 130% of average, and a value of 0.5 means it is 50% of average. ASO uses these values optionally as attributes or weights in the optimization objective function.

Mandatory Items

These are items from the preliminary assortment that ASO cannot drop.

Optimization Level

This is the location level for micro optimization runs and is set for a specific optimization run. The options are cluster or store.

Optimization Location

This is a specific location node defined for optimization. It can be a store or a store cluster.

Order Point (OP) and Order Up to Level (OUTL)

These are proxies for the replenishment triggers and are used in the inventory and sales model. These values are not directly input from client feeds, but are calculated from input data.

Orientation, Legal Orientation, Default Orientation

This describes how a product's package faces the front of the fixture. The orientation has two pieces of information, the part of the package that is to the front (front, back, top, bottom, left, right) and how it is rotated in degrees (0, 90, 180, 270), for a total of 24 possible orientations. How a product is oriented determines how much space it takes in the x,y,z directions on a fixture.

Legal orientations are all orientations that can be used for the product.

The default orientation is the legal orientation that is normally used for the product.

Planogram (POG)

The layout of product on shelves or pegboards, which has an underlying fixture assumption (for example, number of shelves or overall size).

A third-party POG typically includes a visual depiction of the product layout with images. For ASO, POGs are the underlying data and not the pictures.

Planogram (POG) set

Current and historical POGs in the same POG category or subcategory and with the same seasonal attribute.

Preliminary Category Manager Assortment

A product list created in Category Manager by product category, this varies by assortment cluster. The preliminary assortment is a list of products that are eligible for ASO. A preliminary assortment has a master list that is the union of all of the cluster-specific preliminary assortments.

Preliminary assortments from Category Manager are forward looking and can include new products or new product and store assignments.

POG Sub-Category, POG Category, POG Department

These are levels on the POG hierarchy, and are used to organize POGs. For example, the leaf to root path in the POG hierarchy is Grocery -> Crisps and Snacks -> Crackers.

Product Stacking Height Limit

This defines a product-specific limit on how high a given product can be stacked or nested in the y direction on any shelf. This applies only to shelves.

Season/Seasonal Attribute

This refers to a specific year-independent time period for a Category Manager assortment and a POG set. Examples include spring, holiday, back to school, and year-round.

Smart Start Process

The Smart Start Process (SSP) is a back-end process that assigns shelves to a Partial Shelf Fixture Planogram (PSFP), based on a combination of default values, user selections, and algorithms. SSP supports one or more algorithms that add shelves to PSFPs only. SSP does not perform fixture optimization.

Space Optimized Assortment

This is the product list after ASO has dropped products because of limited space. This varies by optimization location in ASO.

Stacking/Nesting, Nesting Height

Multiple units of a product can be stacked on top of one another in the y direction on a specific facing on a shelf. When the units are stacked, the total height equals the number of units x the height of a single unit. Nesting is defined as stacked units that fit inside each other so that the total height is less than the number of units x the height of a single unit. The nesting height is the incremental space that the nested units require. The total height of a facing with nested units is determined as follows: total height equals the height of a single unit + the number of nested units x the nesting height. This applies only to shelves.

Top Shelf Stacking Height Limit

This defines the limit on how high products can be stacked or nested on the top shelf in the y direction. This is not required for intermediate shelves in a fixture because of the physical limit created by the shelf above. This applies only to shelves.

Units of Measure and Currency

This document will use "ft/cm" when talking about units of space, and will use "value" when talking about currency

Virtual Planogram (VPOG)

This refers to a POG that was created by ASO; it does not contain product images.