Oracle Retail Knowledge Base

8 Assortment Planning Task

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Converted for search and offline reading. Authoritative source: Oracle. Diagrams and some complex tables are simplified — check the PDF when in doubt.

8 Assortment Planning Task

The Assortment Planning task is the core decisioning workspace of the application, where planners translate data, financial targets, and system recommendations into actionable assortment decisions.

The Assortment Planning task brings together Assortment Strategy and Assortment Fit into a single workflow that defines how much to buy, what to buy, and how assortments vary across locations and time. It leverages the foundational setup of store clusters (locations) and assortment periods (time) to guide decision-making. Within this workspace, planners curate assortments by combining data-driven recommendations with their own business knowledge and intent, applying both science and art to create assortments that meet customer and business needs.

AI-driven recommendations are embedded throughout the assortment planning process to support decision-making. These recommendations assist planners in defining assortment breadth, evaluating attribute contribution, estimating sales potential, and generating assortment recommendations while still allowing planners to apply business judgment and refine results.

As a result, Assortment Planning enables planners to move from insight to decision by aligning assortments to customer demand, financial targets, and localized store needs, ultimately driving more effective and consistent assortment outcomes.

Create the Assortment Planning Segment

When working in a segment, it is a common practice to keep the wizard selections for the segment size limited to what will be worked on, to facilitate navigation and increase UI responsiveness.

To create the Assortment Planning segment:

1. Click Assortment Services in the Task menu.

2. Select the Planning Services activity.

3. Select the Assortment Planning task. The Create New Plan dialog opens.

4. Click Create New Plan .

5. Enter a plan label and click OK .

6. In Select Product , choose one department and click Next .

7. In Select Assortment Period , choose an assortment period and click Next :

  • Assortment Periods displayed are aligned to the selected product.

  • Assortment Labels can vary by Sub-class. If multiple subcategories are selected, then the label shown is based on the first Sub-class.

  • To view the user-defined assortment period label, select the Dimension tile and choose Assortment Label.

  • The workspace can be launched directly after selecting product and assortment period.

8. Click Finish .

Step: Assortment Strategy

The Assortment Planning process begins with Hindsight, where the Hindsight – Item and Hindsight – Attribute views analyze historical sales and product attributes to identify trends and define attribute thresholds. Building on this foundation, the Assortment Strategy step defines how much to buy by establishing attribute mix, option counts, and sales targets. Option counts represent the number of items (style-colors) to be carried within the defined time frame.

The Determine Attribute Mix view defines the optimal combination of attributes aligned to customer demand. Assortment Strategy parameters establish option counts and sales targets, which are applied in the Create Assortment Strategy view to balance assortment breadth across product, location, and time. The Reconcile to MFP view ensures alignment with financial targets by comparing strategy outputs to MFP and prior year performance.

The output of this step is an approved set of assortment strategy targets, which serve as the input for the Assortment Fit step.

Tabs and Views in this Step:

  • Hindsight Tab:

    • Hindsight - Item View

    • Hindsight - Attribute View

    • Thresholds View

    • Refresh Product Rollup View

  • Assortment Strategy Tab:

    • Determine Attribute Type View

    • Determine Attribute Values View

    • Assortment Strategy Parameters View

    • Assortment Strategy - Subclass View

    • Assortment Strategy - Attribute View

    • Reconcile to MFP View

Application Actions

Rec Attribute Mix

Recommends the optimal attribute mix by populating Rec Attribute Type Rank and Ly Optz Option Count contrib Prod %, which serve as the foundation for defining assortment strategy attribute targets. These outputs translate customer behavior by attribute, highlighting which attributes drive demand and should be prioritized in the assortment.

Rec Option Count

Generates option count recommendations based on optimized history and user-defined seeding parameters.

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Hoodie_white1571%941519110%5,87580%160.26395.65042.0%
‘Sweatshirt_yellowa77%913,22610.7%6,6249.0%137.87277,79730.4%
V-NeckTop_pink+7%890,09510.4%631586%140.95352.53639.6%
Sweatshirt_red111%$50,81510.0%612584%158.95537.63639.7%
Crew NeckTop_greyif17%681,55380%5,187Tl%131.40328,77948.2%
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Tee Blue:Medium		1TI%649,351TOR15,500212%4189470,961725%
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5		250%22,31130.5%1426,11516.7%63.92861,78260.4%
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12		100.0%73,215100.0%8,545,110100.0%116.713,538,040414%
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3		25.0%16,32222.3%2,237,89626.2%137.11996,160445%
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2		16.7%12,74774%1,764,03920.6%138.39615,43334.9%
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4		33.3%25,51234.8%1,950,88922.8%7647953,74848.9%
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12		100.0%73,215100.0%8,545,110100.0%116.713,538,040414%
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4		33.5%34,15446.6%5,241,658.37.9%94.971,443,66044.5%
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4		33.5%15,948218%1,954,79822.9%122.57693,71535.5%
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» 1. Determine AttributeType
Product		1Women’s ActivewearLeggings1Women’s ActivewearLong Sleeve Tops
Product Attributes
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Mix
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a|100.0%|as|100.0%|2|100.0%|W215|woo%|Lan
o| |+ Brared
5|100.0%|400%|100.0%|a|100.0%|W215|wmoo%|14n| |Coco Sport|27%|207%|20.7%|4|355%|S4aba|46.0%|74%| |Rus Athletics|40.0%|400%|40.0%|4|355%|15,948|718%|9%| |Th Athleisure|26.7%|26.7%|26.7%|5|0%|17,9486|MS%|208%| |VeantAun|0%|OO%|0%|i|a3%|5.487|71s|10005| |Z_Onher|47%|67%|47%|oO|oo%|o|oo%|oo%| |+ Color
1|100.0%|33%|10010|42|200.0%|7R215|100.0%|Lae| |Black|00%|oo%|20%|1|3%|6811|93%|100%| |Blue|00%|oo%|00%|1|3%|15,500|212%|100%| |Grey|O0%|oo%|0%|i|a5%|5,487|Ts|100%| |Piri,|16.7%|167%|16.7%|z|16.7%|1575.|8%|123%| |Feed|o0%|oom|oo%|i|a3%|6123|a4%|100%| |Tan|00%|oo%|00%|1|3%|7ae8|100%|-1000%| |White|oo%|oo%|oo%|2|6.7%|10,650|148%|-1000%| |‘yellow|0%|oo%|20%|1|a5%|oy|oo0%|100.0%| |Z_Onher|a55|ease|a55%|2|17%|5.201|44%|100%| |> Price Tier
2|1.0%|IK|16d.0%|12|10%|T3215|wos|Lan| |Best|BESS|SESS|355%|5|417%|S13an|42.9%|“11%| |Better|200%|200%|200%|2|IAT%|BIL|a3%|229%| |Good|46.7%|46.7%|407%|5|417%|35,028|47.8%|14.7%|

The selected seed source establishes the basis for total option count recommendation generation, while Wp Option Count contrib Prod % drives the distribution of recommended option counts at the product attribute value level. This attribute-level option count contribution is supported by Ly Optz Option Count; both are detailed in earlier process steps.

Wp Assort Strategy Seed Source picklist options include Last Year, Last Year Optimized History, Forecast, and MFP Current Plan. Forecast may not be available as this is an option dependent on individual retailer process needs and integration to external sources.

Based on the selected seed source, the system generates recommended option counts, sales units, and rate of sale at both the subclass and attribute value level. These recommendations provide a data-driven starting point for defining assortment strategy and ensure alignment with historical performance, future projections, or financial objectives.

The steps to complete this process:

1. Review Rec Option Count – Ly Optz and other baseline metrics derived from optimized history.

2. Select a value in Wp Assort Strategy Seed Source . Seed Source options provide the guardrail for the total option count recommendation and include :

  • Last Year – last year sales at subclass level

  • Optimized History – last year optimized history sales at subclass level

  • Forecast – externally defined demand forecast if available at subclass level.

  • MFP – current plan financial targets from Merchandise Financial Planning at the subclass level

3. Execute the Rec Option Count application action to generate recommendations displayed in the following views to include Rec Option Count, Rec Sales U, Rec Avg ROS U, Rec Option Count contrib Prod %.

  • Review Item Store Exception View

  • Generate Placeholder Tab

    • Generate Placeholder View

  • Assortment Fit Tab

    • Refine Shopping List View

    • Create Assortment Fit View

    • Assortment Fit - Visual View

    • Line Review View

    • Reconcile to Strategy View

    • Reconcile to MFP View

    • Store Assortment Exceptions View

Application Actions

Generate Sales Potential

Calculates predicted sales potential for style-color combinations based on attribute values, historical data, and selling patterns. Excludes stores marked as exceptions. Results drive Wp Item Ranking used in generating the Assortment Fit.

Generate Assortment Fit

Assigns style-colors, including placeholders, to clusters based on assortment strategy targets, attribute values, and item ranking.

Approve Exceptions

Applies store-level inclusions and exclusions and reconciles updates to cluster-level metrics, including sales units and store counts for each style-color.

Approve Assortment

Moves Working Plan (Wp) assortment to the Current Plan (Cp) version for use in downstream process steps.

Item Eligibility Tab

The Item Eligibility tab defines which items are eligible for inclusion in the assortment and enables review of store exceptions defined at the product attribute level. Planners review item status and update eligibility as needed, ensuring that only appropriate items are considered for Assortment Fit.

Define Item Eligibility View

The Define Item Eligibility view enables planners to review and update item eligibility at the style-color level using the Wp Item Status measure.

Items with the replenishment flag set to True (from external systems such as Merchandise Foundation Cloud Service) are classified as Long Life Cycle (LLC) items. These are continuous, evergreen styles managed through external replenishment systems. The required output for these items is an assortment range that defines product eligibility by style-color,

store, and start/end date. All other items default to NGF (Non-Go-Forward) status. Planners can review and update item status to LLC or SLC (Short Life Cycle) based on business needs.

Key metrics such as on order units, first receipt date, and last year sales are displayed to support decisions on whether styles should be continued. Item status persists across assortment periods unless modified.

The steps to complete this process:

1. Review default item status (LLC, SLC, NGF).

2. Modify Wp Item Status as needed.

3. The Filter NGF Items special filter is enabled by default to hide the Non-Go Forward Items for a cleaner display. This may be disabled as needed.

4. Review Alert:

  • Color Assignment Alert

Triggers when more than one style-color within a style is assigned the same color attribute. This prevents execution of the Export Placeholders application action on the Assortment Maintenance Tab, Review Attribute view.

Review Attribute Store Exception View

The Review Attribute Store Exception View enables planners to review and manage store-level exclusions based on product attribute values.

This view displays global exception rules defined by the administrator in the Planning Administration task, Exception Rules Tab, and allows planners to apply additional attributelevel exceptions within the assortment planning workflow. A value of True in the exception measures indicates that the store will not receive items with the specified attribute value.

The steps to complete this process:

1. Review Admin Prod Attribute Store Exception Boolean measure to understand administrator-defined attribute-level store exclusions.

2. Modify Wp Prod Attribute Store Exception Boolean measure as needed to apply additional attribute-level exceptions for the current assortment.

3. Group and analyze locations using location rollups:

  • a. Navigate to the Assortment Maintenance tab.

  • b. Select desired location attributes in Refresh Location Rollup.

  • c. Execute the Refresh Rollup application action.

  • d. Select the Location Dimension tile and choose the desired attribute hierarchy.

Review Item Store Exception View

The Review Item Store Exception View displays item-store level exceptions derived from attribute-based exception rules.

The Admin Item Store Exception measure identifies all style-color and store combinations excluded based on attribute-level rules defined in Planning Administration. These exclusions are applied automatically and used throughout the workflow to prevent items from being assorted to specific stores. Planners can override these defaults using Wp Item Store

Exception for the current assortment period, enabling flexibility to include or exclude items based on specific business needs.

The steps to complete this process:

1. Review Admin Item Store Exception Boolean measure to understand system-generated item-store exclusions based on administration attribute rules.

2. Modify Wp Item Store Exception Boolean measure as needed to override exclusions or apply additional item-store level exceptions.

3. Group and analyze locations using location rollups:

  • a. Navigate to the Assortment Maintenance tab.

  • b. Select desired location attributes in Refresh Location Rollup.

  • c. Execute the Refresh Rollup application action.

  • d. Select the Location Dimension tile and choose the desired attribute hierarchy.

Generate Placeholders Tab

The Generate Placeholders tab enables planners to create new style-color placeholders required to meet Assortment Strategy targets. Unlike traditional planning processes, Assortment Planning often requires defining new products 6–9 months ahead of the selling season. This allows planners to align assortment strategy with sourcing, vendor commitments, and product development timelines.

APCS identifies gaps between required option counts (from Assortment Strategy) and available eligible items (from Item Eligibility) and generates placeholder recommendations to fill those gaps. This ensures that assortment breadth and attribute mix targets are achieved even when sufficient existing items are not available.

The Generate Placeholder functionality automates this process using a system-driven algorithm, enabling planners to efficiently create placeholders in bulk while maintaining alignment with the approved strategy.

In addition to system-generated placeholders, planners can create placeholders through bulk integration, Excel upload, or manual creation using Add Position (DPM - Dynamic Position Maintenance) functionality.

This process ensures that assortments are fully defined in advance, supporting a seamless transition from planning to execution.

Generate Placeholder View

The Generate Placeholder View identifies and creates new style-color placeholders required to meet Assortment Strategy targets. The system compares required option counts with available eligible items and determines gaps at the attribute level. Based on this analysis, it generates placeholder combinations that fulfill the required assortment mix.

The placeholder generation logic prioritizes attribute diversity and balances attribute value representation to align with strategy targets. This reduces manual effort while ensuring a welldistributed assortment across key attributes.

Planners can review and modify generated placeholders during or after the process to incorporate business knowledge, refine attribute combinations, and ensure alignment with market needs.

© Previews Next > :

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GenerateSalesPotential

Note

The hidden measure Wp Store Count defines the number of stores considered in sales potential calculations. Store-level exceptions adjust this value, impacting recommended sales potential and item ranking.

Create Assortment Fit View

The Create Assortment Fit view generates the final assortment based on approved strategy targets.

Planners execute the Generate Assortment Fit application action to assign items to clusters, ensuring alignment with option counts, attribute mix, and sales potential. This represents the culmination of prior steps, producing an optimized assortment that aligns with strategic goals.

The resulting assortment defines the final product mix by product, location, and time.

The steps to complete this process:

1. Execute the Generate Assortment Fit application action to populate Rec Option Assorted .

2. Review the system-recommended assortment, including sales, and planned week start and end dates.

3. Modify Wp Option Assorted as needed to refine the assortment.

4. The Filter NGF Items special filter is enabled by default to hide Non-Go Forward Items for a cleaner display. This may be disabled as needed.

5. Review alerts:

  • Missed Mandatory Option Alert

Triggers when Wp Item Intent is set to Mandatory Avg ROS or Mandatory High ROS and Wp Option Assorted is False.

6. Execute the Approve Assortment application action to copy Working Plan (Wp) values to Current Plan (Cp) at style-color, cluster, and aggregated levels.

Store-level values populate in the Store Assortment Exceptions view after approval.

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Store Assortment Exceptions View

This view supports localized adjustments to meet specific business needs, such as new store openings or targeted merchandising strategies. The Store Assortment Exceptions view enables planners to review and adjust assortments at the store level.

Store-level values populate only after the Approve Assortment application action is executed at the cluster level. Store exceptions defined in Item Eligibility tab are reflected in the Wp Item Store Exception measure.

Planners can override cluster-level assortment decisions by modifying Wp Option Assorted at the store level. When exceptions are approved, the system reconciles these changes to the cluster level, updating sales units and store count metrics accordingly. These store-level overrides are reflected in working plan metrics after execution of the Approve Exceptions application action. Location alternate hierarchies enable groupings of locations by cluster to easily evaluate differences.

This view supports localized adjustments to meet specific business needs, such as new store openings or targeted merchandising strategies.

The steps to complete this process:

1. Review Wp Item Store Exception to identify store-level exclusions derived from attribute or item exception rules.

2. Modify Wp Option Assorted at the store level to include or exclude items as needed.

  • Changes to Wp Option Assorted update Wp Item Store Exception.

  • If Wp Option Assorted is False, associated sales metrics are set to zero.

3. Update Wp Week Start and Wp Week End as needed for store-specific timing.

4. Execute the Approve Exceptions application action to reconcile store-level changes with cluster-level assortments, updating sales units and store counts.

5. (Optional) Group and analyze locations using location rollups:

  • a. Navigate to the Assortment Maintenance tab.

  • b. Select attributes in Refresh Location Rollup.

  • c. Execute the Refresh Rollup application action.

  • d. Select the Location Dimension tile and choose the desired hierarchy.

Assortment Maintenance Tab

The Assortment Maintenance tab enables planners to review and update attributes assigned to placeholders and prepare placeholders for export to downstream systems. It also provides the ability to create alternate product and location hierarchies for aggregated analysis and display.

Review Attributes View

The Refresh Attribute View enables planners to review and update product attribute values assigned to placeholders and prepare them for export to downstream systems. After the initial export, any further attribute updates should be maintained in the item source system.

The steps to complete this process:

1. Review and update product attribute values for placeholders using the Product Attribute picklist.

2. The Filter by Placeholders special filter is available to change display to show only placeholder items.

3. Review alerts related to placeholder completeness or validity:

  • Wp Export Placeholders Alert

Triggers when Wp Export Placeholders is set to True for a style-color that is not a placeholder. This prevents execution of the Export Placeholders application action.

  • Color Assignment Alert

Triggers when more than one style-color within a style is assigned the same color attribute in the Define Item Eligibility view.

4. Select placeholder style-colors for export by setting Wp Export Placeholders to True.

5. Execute the Export Placeholders application action to send placeholder positions to external systems.

Refresh Product Rollup View

The Refresh Product Rollup view creates dynamic, attribute-based hierarchies for analyzing assortments, enabling planners to evaluate performance across multiple attribute combinations and view aggregated results at different levels of detail.

The steps to complete this process:

1. Select up to three dynamic product attributes from the drop-down list.

2. Execute the Refresh Rollup application action. This generates dynamic location hierarchies based on selected attributes, enabling alternative rollup views for analysis.

3. To view the product attribute aggregations:

  • a. In a view that displays style-color level, click the Product Hierarchy tile.

  • b. Select the attribute (Attribute 1 or 2 or 3) that you would like to view in the nested dynamic rollup.

  • c. Click OK .

In this guide

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