Assortment Planning

Bika.ai

1 min read

Assortment planning is the process of selecting the product assortment to be sold during a specific time period and deciding how to allocate these products between different locations or sales channels to maximize profit. This template includes two databases, "Products" and "Manufacturer", which you can expand and adjust to meet specific business needs.

Assortment Planning

Assortment planning is the process of selecting the product assortment to be sold during a specific time period and deciding how to allocate these products between different locations or sales channels to maximize profit. This template includes two databases, "Products" and "Manufacturer", which you can expand and adjust to meet specific business needs.

Overview

What is an assortment planning?

The Assortment Planning template is a product management solution designed specifically for optimizing product mix and supplier relationships across different sales channels. The template consists of two primary databases:

Products Database: A comprehensive system for managing product lifecycle and performance metrics. It includes product names, categories, images, approval status, seasonal timing, and detailed cost analysis. The template allows you to track essential business metrics such as unit price, average cost, and profit margins.
Manufacturer Database: A dedicated system for managing supplier relationships and communications, including company information, contact details, locations, and product associations. This database creates intelligent links between products and their manufacturers, enabling efficient supply chain management.

How to install and use assortment planning template

Template Installation
- Navigate to the template center and select "Assortment Planning"
- Click "Use This Template" to create your assortment planning folder
- The template will automatically set up with both Products and Manufacturer databases
Basic Usage Steps
- Begin by populating the Manufacturer database with supplier information
- Add products to the Products database and link them to their respective manufacturers
- Set approval status and seasonal timing for products
- Utilize the built-in views to manage approved products
- Switch between interface languages as needed (supports English, Simplified Chinese, Traditional Chinese, and Japanese)
Product Information Management
- Record basic product details (name, category, images)
- Set seasonal timing (start and end months)
- Manage color variations and product categories
- Track pricing, costs, and profit margins
- Monitor approval status
- Link products to manufacturers

Who is this assortment planning template for?

This template is specifically designed for:

Retail Managers: Perfect for managing diverse product portfolios across different categories (Clothing, Homeware, Decor)
Category Managers: Professionals who need to optimize product mix and seasonal planning
Procurement Teams: Staff tracking product costs, margins, and supplier relationships
Merchandising Teams: Teams requiring comprehensive oversight of product assortments and seasonal transitions
Supply Chain Managers: Professionals managing manufacturer relationships and product sourcing

Benefits of using our assortment planning template

Professional Data Structure
- Pre-configured product lifecycle management
- Integrated manufacturer relationship tracking
- Comprehensive margin analysis tools
- Flexible multilingual support
Efficient Information Management
- Centralized product and manufacturer data
- Automated margin calculations
- Smart filtering for approved products
- Seasonal planning capabilities
Comprehensive Features
- Support for product images
- Precise financial tracking with currency formatting
- Color variant management
- Category classification system
- Manufacturer linkage system
Optimized User Experience
- Clean, intuitive interface
- Multi-language support
- Streamlined approval workflow
- Professional data visualization
- Easy-to-use filtering systems
- Efficient product categorization

Assortment Planning

Recommend Reading

Recommend AI Automation Templates

Email Reminder

Set timed email reminders to ensure team members receive notices at specific dates and times, keeping them on schedule with tasks and informed about crucial updates.

Content Marketing for SEO

Content Marketing is crucial for SEO results. This template streamlines your strategy, tracks content production, sparks new ideas, aligns content with SEO keywords and audience, and manages campaign workflows.

Auto Send Pay Slips

By utilizing this automatic pay stub distribution template, companies can achieve automation, efficiency, and standardization in payroll distribution tasks, automatically generate payroll reports via AI every month, enhancing the overall level of human resource management and providing strong support for the development of the business.

Business Contract Management

The challenges in traditional contract management, such as dispersed information, difficulty in tracking, repetitive data entry, and lack of transparency in status, have been addressed. This effectively helps teams efficiently manage the contract lifecycle, reduces manual operations, and improves data accuracy and team collaboration efficiency

Employee onboarding

The Employee Onboarding Template is a customizable set of tools designed to assist enterprises in efficiently managing all aspects of the new employee onboarding process.

Facebook Post Automation

You can use this template to achieve AI automated Facebook posts, read the prepared Facebook content in the database, and automatically post to help you increase the exposure of social media and also automatically record their public URLs in your database for tracking engagement.

Coming soon

What is an assortment planning?

How to install and use assortment planning template

Who is this assortment planning template for?

Benefits of using our assortment planning template