Template
Help
Pricing
Blog
Community
Contact us
Assortment Planning

Assortment Planning

author
Bika.ai
date
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
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

  1. 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

  2. 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)

  3. 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

  1. Professional Data Structure

    • Pre-configured product lifecycle management
    • Integrated manufacturer relationship tracking
    • Comprehensive margin analysis tools
    • Flexible multilingual support

  2. Efficient Information Management

    • Centralized product and manufacturer data
    • Automated margin calculations
    • Smart filtering for approved products
    • Seasonal planning capabilities

  3. Comprehensive Features

    • Support for product images
    • Precise financial tracking with currency formatting
    • Color variant management
    • Category classification system
    • Manufacturer linkage system

  4. 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
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.
call to action

Recommend Reading

Recommend AI Automation Templates
Interview Questions
Interview Questions
This is a recruitment template for optimizing team hiring. You can use it to create a list of common interview questions, and Automation will actively remind you when questions are submitted, effectively evaluating candidates' management style, cultural compatibility and key weaknesses.
PR & media CRM
PR & media CRM
This template helps manage media and public relations, track important articles, publications, and media contacts, and facilitate effective communication and collaboration.
HR Knowledge Base
HR Knowledge Base
HR Knowledge Base offers team members clear views of policies, processes, and benefits. With easy access to detailed information and links, it keeps HR data updated, promoting learning and regulatory compliance.
Program Communications Plan
Program Communications Plan
The Program Communications Plan template is a key strategic document outlining necessary communication strategies and responsibilities for project success. It defines key messages, audiences, channels, and timelines, ensuring all stakeholders are informed and engaged throughout the project lifecycle, crucial for transparency, expectation management, and fostering collaboration
Scheduled reminder for Feishu group messages
Scheduled reminder for Feishu group messages
Utilize the power of Bika to automate your Feishu group notification and reminder process, and easily send a variety of custom robot message types such as text, rich text, message cards, etc. This innovative solution not only saves your precious time, but also enhances the efficiency and professionalism of information communication, It is the ideal choice for enhancing your team's collaboration and communication efficiency.
Facebook Post Automation
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