Overview
Merchandise plans (aka OTB's) are the product level plans that validate your beginning inventory levels to your ending inventory levels using all the major movements in-between:
Sales
Markdowns ($'s only)
Discounts ($'s only)
Receipts
Transfers (at store and channel level)
Returns
However, you will run into issues when other factors come into play that will make your calculated EOP different than the Actual EOP (Next BOP). This gap could be the result of shrink, damages, marketing samples, delays in stocking on shelf, inspections and/or other unplanned variables.
We categorize these movements as adjustments. You can add these metrics to your views in order to review the contribution to your Inventory levels.
Workflow
Here is an example of a view with these metrics.
Metrics Available
Metric | Calculation |
Adjustment Ticket | Next BOP Ticket - (BOP Ticket - Gross Sales Ticket + Receipt Ticket + Returns Ticket + Transfer Receipts Ticket) |
Adjustment Retail | Next BOP Retail - (BOP Retail - Gross Sales Retail + Receipt Retail + Returns Retail + Transfer Receipts Retail) |
Adjustment Cost | Next BOP Cost - (BOP Cost - Gross Sales Cost + Receipt Cost + Returns Cost + Transfer Receipts Cost) |
Adjustment Units | Next BOP Units - (BOP Units - Gross Sales Units + Receipt Units + Returns Units + Transfer Receipts Units) |
Adjustment AIR | {adjustment_ticket} / {adjustment_units} |
Adjustment AUC | {adjustment_cost} / {adjustment_units} |
Adjustment AUR | {adjustment_retail} / {adjustment_units} |
Adjustment Cost Rate | {adjustment_cost} / {bop_cost} |
Adjustment Retail Rate | {adjustment_retail} / {bop_retail} |
Adjustment Ticket Rate | {adjustment_ticket} / {bop_ticket} |
Adjustment Unit Rate | {adjustment_units} / {bop_units} |
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