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Generate Item Plan from Assortment Plan
Generate Item Plan from Assortment Plan

How to generate Item Plan lines from Assortment Plan

Updated over a week ago

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:

Review Duplicate Choice Warnings

If you see a yellow Warning Icon on the top right corner, it indicates that there are duplicate choices in your assortment. You can view details of which lines are being flagged by clicking on the warning icon. You will want to make sure to review these items before selecting to push them into Item Plan.

You can also click on any duplicate warning entry from the warning list and the assortment plan line will be highlighted for easy identification and reference.

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 completed the above steps, select the assortment line item and right click on the selection. From here, click โ€œXโ€ Rows Selected > Generate Item Plan.

Please note that the Generate Item Plan button will be grayed out if you have not planned all critical components (all fields used for your SKU generation logic). You can hover over the grayed out Generate Item Plan button to see the reason you are unable to utilize this function.

Pushing only Attributes from Assortment Plan to Item Plan

You also have the option in AP to push only attributes of an item to IP. This comes in handy when you are planning a placeholder for an item that you may not yet know

the specifics of. To do so select "Only Update Product/ Variant Attributes" when generating your item plan.

View Assortment Items in 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.

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.

Video Overview


How can I tell which Assortment Items have been pushed to IP?

Please see here. Once an Assortment Item has been pushed to Item Plan, it's status will change to Item Generated, to indicate that it has been pushed to Item Plan.

How can I see the items pushed to IP within Item Plan?

You can right click on any product in Assortment Plan, and select View in Item Plan. Clicking that will open up Item Plan with a filter to that Choice.

Will pushing the same item multiple times duplicate the item in IP?

You can push the same item multiple times, and it will not be duplicating in the item plan, as long as you're pushing the same item and the launch date and the planned weeks are not changing.

  • If metrics change on AP (e.g. Gross Sales Units updated), pushing it to IP will update the values in IP as well.

  • If launch date and / or planned weeks change, pushing to IP will create new entries for the new covered weeks on item plan

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