Planning for seasonal items will primarily take place in the Assortment Planning module. Once these items have been planned for a given season, you are able to push them into Item Planning to see all of your items (core and seasonal) in one view. Follow the steps below to complete this workflow.
Select Assortment Items
In Assortment Plan, be sure you have completed planning your seasonal item(s), which includes going through the Manage Spreads workflow. This will ensure that relevant size scales and SKUs have been generated for these items and is an important step before generating Item Plans.
Generate Item Plan
Once you have validated this step is complete, select the assortment line item and right click on the selection. From here, click
“X” Rows Selected > Generate Item Plan.
Navigate to Item Plan
Next, navigate to Item Plan and use the filters and time frame selectors to choose the respective attributes and season, based on the Assortment Plan.
View Assortment Items in Item Plan
The line items that you pushed from Assortment Plan will display in the view. Note you can adjust the view to be grouped by Size, Channel, or other planning attributes to see any level of granularity you assigned in Assortment Plan.
Status in Assortment Plan
Once the line item has been pushed into Item Plan, the line's status will be updated to
Item Generated. You can expose the Status field in Assortment Plan by editing the View.