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Choose how Minimum Presentation combines with forecasted demand — Additive, Balanced, or Inclusive — on a per-choice basis.

Minimum Presentation Policies in Receipt Generation

How to plan in multiple currencies in Assortment Plan — set unit costs and retail prices per cluster currency, with automatic exchange rate conversion across metrics and reporting.

Multi-Currency Planning in Assortment Plan

Explore up to 20 similar products for any selected choice directly within the Assortment Plan Offering Set.

Similar Choices Tab

What the Forecast Confidence Score is, how to read the popup metrics, and how to pick the right forecast method

Forecast Confidence Score in New Assortment Plan

Line Planning

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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