Assortment Planning

Bika.ai

1 min read

The Assortment Planning template is a retail assortment planning solution that helps you manage product assortment planning across categories, seasons, and channels. Use it as a centralized product catalog management system and manufacturer database to support supplier relationship management and retail product management. Track pricing, costs, and product margin analysis, organize your product portfolio planning with clear categories and color variants, and use built‑in category management tools to keep assortments optimized for every store or sales channel.

Assortment Planning

The Assortment Planning template is a retail assortment planning solution that helps you manage product assortment planning across categories, seasons, and channels. Use it as a centralized product catalog management system and manufacturer database to support supplier relationship management and retail product management. Track pricing, costs, and product margin analysis, organize your product portfolio planning with clear categories and color variants, and use built‑in category management tools to keep assortments optimized for every store or sales channel.

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

Base Missions Summary Reminder Daily

Summary one's in a day and send a reminder daily

Invoice collation reminders

Simplify finance workflows with automated invoice reminders, collection, tracking, and submission. This template streamlines expense reimbursement, enables quick photo uploads, provides a centralized invoice database, and ensures accurate, timely management for finance and administrative teams.

Content Marketing for SEO

Use the Content Marketing for SEO template as a powerful content strategy template to streamline SEO content management and content workflow management from idea to publication. This content marketing automation setup helps you align content with SEO keywords, manage personas for persona based marketing, and track every step in a visual content marketing dashboard and content performance dashboard. Improve online visibility by organizing topics, workflows, and campaigns in one place so your team can plan, produce, and optimize SEO content more efficiently.

Issue tracking

Streamline your team's workflow with our Issue Tracking template. Manage issues efficiently, assign tasks, track problem resolution, and monitor progress in real-time. Automated notifications and weekly summaries improve collaboration, enhance issue management, and ensure timely resolution, making it perfect for product managers, developers, QA engineers, and support teams focused on effective problem tracking and team coordination.

Automated Currency Data Retrieval (Python)

The Automated Currency Data Retrieval (Python) template runs a scheduled job to fetch specific currency rates every day and store them in a structured table, building clean historical exchange rate data over time. Use it for financial data automation that powers dashboards, alerts, and automated financial reporting, so finance teams, forex traders, accountants, and risk managers always have up-to-date FX data at hand. By automating data collection, you save time, reduce manual errors, and make better investment and risk decisions based on reliable exchange rate history.

Auto Send Pay Slips

Automate the entire payroll distribution process with the Auto Send Pay Slips template. Effortlessly send accurate employee pay slips, manage payroll data, and streamline your payroll approval process. Use onboarding form templates, employee roster templates, and payroll sheet templates to keep payroll data management organized and error-free. Generate monthly payroll reports, improve payroll accuracy, and enhance labor cost management as part of automated HR workflows. Ideal as an HR automation tool for HR and finance teams that need reliable, standardized payroll operations.

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