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Merchandise and Assortment Planning Class Manual

Martec International, Oct 2010, Pages: 90


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The Merchandise and Assortment Planning class manual is suitable for retailers entering a planning role or wishing to extend their skills in merchandise planning and range or assortment planning. It will also help companies selling or marketing to retailers who need a better understanding of merchandise planning.

90 pages of detailed notes, charts and exercises covering:

- The Planning Cycle,
- Merchandise and Assortment Planning Overview,
- Planning Timeframes,
- Top Down Planning,
- Bottom Up Planning,
- Markdown Planning,
- Store Grading/Clustering,
- Assortment Planning Steps,
- Assortment Compensation,
- Variances By Merchandise category,
- Receipts Planning,
- WSSI/Open To Buy Planning and Control.

Improve same store sales, margins and stock turn.

All Martec’s class manuals provide handy reference material on key retail issues and skills. Detailed manuals with supporting charts and exercises not just bullet points.

Course Objectives:

- To review structured methods for developing merchandise and range (assortment) plans
- To identify the information necessary for effective planning.
- To review top down and bottom up approaches.
- To consider typical planning timetables.
- To review approaches to range analysis.
- To examine the use of store grading or store clustering to target ranges to stores more specifically.
- To explore the reconciliation of top-down and bottom-up plans and the reconciliation of merchandise and assortment plans.
- To review key item planning.
- To show how to deal with practical difficulties.
- To provide an update on best practice from around the world and from all retail sectors.

This manual is designed for everyone selling or marketing technology products or services to the retail industry. The following will benefit:

- Planners
- Planning Managers
- Merchandisers
- Assistant Merchandisers
- Buyers
- MIOs
- Assistant Buyers
- Retail executives wishing to introduce a systematic planning approach in their company


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