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9

Item Flow Task

The Item Flow task manages weekly sales and receipt planning for Short Life Cycle (SLC) products. Unlike Long Life Cycle (LLC) items, which are managed through replenishment systems, SLC items require detailed time-phased planning due to their limited selling window. This workflow supports both Single Drop (one-time delivery) and Multiple Drop (phased deliveries) strategies, providing flexibility to align with business needs.

Planners define key parameters including planning method, sales curve, sell-through, and timing. Predefined sales curves (such as Bell, Trending, Slow Introduction, MFP, or Last Year) shape demand distribution across weeks. Default receipt parameters—such as lead time, order frequency, and safety stock—are pre-populated from administrative settings and can be adjusted as needed.

The system generates weekly sales and receipt plans using the Create Sales and Receipt Plan application action. For Single Drop items, buy quantity is driven by total demand and sellthrough. For Multiple Drop items, sales are distributed using the selected curve and receipts are calculated based on delivery parameters.

This workflow enables accurate and efficient planning of SLC items, ensuring alignment to demand patterns, minimizing risk, and optimizing inventory flow. This step translates assortment decisions into executable receipt plans.

Create the Item Flow Segment

When working in a segment, limit wizard selections to the specific scope being planned to improve navigation and performance.

To create the Item Flow segment:

1. Click Assortment Services in the Task menu.

2. Select the Planning Services activity.

3. Select the Item Flow task. The Create New Plan dialog opens.

4. Click Create New Plan.

5. Enter a plan label and click OK.

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

7. In Select Product , choose one style-color or more and click Next .

The wizard automatically filters to approved Short Life Cycle items.

8. Click Finish.

Step: Item Flow

The Item Flow workflow begins with defining parameters for Short Life Cycle (SLC) items, including the delivery strategy and sales curve. Planners select a planning method (Single

Drop or Multiple Drop), choose a sales curve, and review default receipt parameters such as lead time, order frequency, and safety stock.

Planners then execute the Create Sales and Receipt Plan application action to generate weekly sales and receipt projections. For Single Drop items, planners review and adjust buy quantity. For Multiple Drop items, planners review and refine weekly sales and receipt distributions.

Once the plan is validated, planners reconcile results against MFP targets and execute approval of the Item Flow. Additional views support review of sales curves and administrative parameters to ensure alignment with planning objectives.

Tab and Views in this Step:
  • Define Item Flow Tab:

    • Define Item Flow View

    • Adjust Buy Quantity View

    • Adjust Weekly Flow View

    • Reconcile to MFP View

    • Approve Item Flow View

    • Review Sales Curves View

    • Review Admin Parameters View

    • Define Product Rollup View

Application Actions

Create Sales & Receipt Plan

Generates weekly sales and receipt unit recommendations based on defined Item Flow parameters.

Copy Like Item

Copies values from Like Item into Wp for AF Cp Sales U, AF Cp Week Start/End date, Wp Retail Price, Wp Cost.

Approve Item Flow

Moves Working Plan (Wp) assortment to the Original Plan (Op) and Current Plan (Cp) version for use in downstream process steps. As a Pre-Season process this creates both Op and Cp versions.

Export Placeholders

Exports placeholder items for downstream processing, such as item creation or integration with external merchandising systems.

Refresh Rollup

Creates alternate hierarchies based on selected product attributes for aggregated analysis.

Define Item Flow Tab

The Define Item Flow tab enables planners to define delivery strategy, select sales curves, review receipt parameters, and generate weekly sales and receipt plans for Short Life Cycle (SLC) items.

Define Item Flow View

The Define Item Flow view supports planning of SLC items by defining key parameters such as Planning Method (Single Drop or Multiple Drop), sales curve selection, and selling start and end weeks.

Receipt parameters—including lead time, order frequency, and safety stock—are autopopulated from administrative settings and can be adjusted as needed.

The Create Sales and Receipt Plan application action generates weekly sales and receipt projections. Weekly sales for both Single Drop and Multiple Drop items are based on the selected curve and date range. Cp Sales U from Assortment Fit serves as the default assortment period sales plan unless modified.

For Single Drop items, buy quantity is calculated using sell-through, sales units, lead time, and minimum order quantity. For Multiple Drop items, receipts are calculated using sell-through, order frequency, safety stock, and related parameters.

Filters enable aggregation and analysis across Single Drop and Multiple Drop products.

If new placeholders are created and recommended sales potential values are desired, return to the Assortment Fit step to generate sales potential before proceeding. Otherwise, Like Item can be assigned for seeding sales.

The steps to complete this process:

1. (Optional) Assign Like Items to seed Item Flow parameters.

  • a. Unhide Wp Copy Like Item and Wp Like Item measures.

    • Wp Like Item is a picklist measure available at the All Location level.
  • b. Select a Wp Like Item from an existing style-color in the workspace.

  • c. Set Wp Copy Like Item to True.

  • d. Execute the Copy Like Item application action to copy the following values into the selected style-color: AF Cp Sales U , AF Cp Week Start/End , Wp Retail Price , Wp Cost .

  • e. Once Wp Sales U is populated, default receipt parameters populate automatically.

2. Define item flow parameters, including Wp Planning Method , Wp Sales Curve Source , Wp Sales U (Initial) , and Wp Week Start/End .

3. Switch measure profiles as needed to support different planning methods and delivery strategies.

4. The Filter by Assorted Options, Filter by Single Drop Items , and Filter by Multiple Drop Items special filters are available to change display to show only desired items. Filter by Assort Options is enabled by default but may be adjusted as needed.

5. Review and adjust receipt parameters such as lead time, order frequency, presentation minimum, and safety stock.

6. Select Wp Create Sales and Receipt Plan for the desired style-colors.

7. Execute the Create Sales and Receipt Plan application action to generate sales and receipt flows.

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In this guide