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10 Create Location Targets Task
The Create Location Targets task is usually assigned to a planner in the merchandise planning organization. The Create Location Targets task is the process in which planners create the financial targets for all products in a channel. These targets are then reconciled to the location plan to ensure proper execution.
This task includes the following steps:
-
Create Targets Step
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Review and Publish Step
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All Measures Step
Create Targets Step
In the Create Targets step, begin by seeding the plan and then develop high-level sales, returns, and gross margin figures.
Sales and Markdowns Sub-Step
The number of views in the Sales and Markdowns action depends on your system settings. If the Local Currency option is enabled, then there is an additional view.
1. Seed Sales View
The first action to complete when creating new targets is to seed the plan. Seeding occurs at the Channel/Half level. Choose a seed source of Last Year or Forecast and click the Seed button in the low right corner of the workspace.
Table 10-1 Initialize Plan Measures
| Measure | Description |
|---|---|
| Seed Source | The seed source used to seed the working plan. Use this option to seed or not seed the working plan. You can seed with Last Year’s (Ly) or Forecast (Fcst) data. Or, you can choose the Blank option if you do not want to seed the working plan. |
| Seed Info | Includes a few pertinent facts about the last time that the Seed custom menu was executed: last seed source concatenated with last seeded date and the last user to seed. |
| If blank, then the given intersection has never been seeded. |
Note
To clear the seeded data, use the Clear Plan custom menu option.
| 2. PlanS | ales/Markdowns | |||||
|---|---|---|---|---|---|---|
| vy € | Glendar & | GZ | Product & 72 | |||
| D | “<tam — | e @ > | [<W00c | herote @ > | ||
| Measure | Calendar | 2/11/2023 T | 2/18/2023 tT | 2/25/2023 tT | 3/4/2023 T | 3/11/2023 T |
| Fest Sales R | 96,475.38 | 173,754.10 | 176,691.07 | 117,781.61 | 107,283.10 | |
| Wp Sales R | 110,946.69 | 199,817.21 | 203,194.73 | 135,448.85 | 123,375.57 | |
| Wp SalesR v | arFest% | 15.0 % | 15.0% | 15.0% | 15.0 % | 15.0% |
| LySalesR | 86,790.87 | 156,312.10 | 158,954.25 | 105,958.31 | 96,513.68 | |
| Wp SalesR v | ar Ly% | 27.8% | 27.8% | 27.8% | 27.8% | 27.8% |
| WpAvg Sales | R per Location | 110,946.69 | 199,817.21 | 203,194.75 | 135,448.85 | A25;375:57 |
| WpAvg Sales | R per Sq M | 14.55 | 26.20 | 26.64 | 17.76 | 16.18 |
| Wp Net Sales | R | 71,167.71 | 128,550.38 | 130,111.87 | 84,982.40 | 78,353.17 |
| LyNet Sales | R | 55,672.75 | 100,561.81 | 101,783.32 | 66,479.65 | 61,293.76 |
| WpNetSales | RvarLy% | 27.8% | 27.8% | 27.8% | 27.8% | 27.8% |
| v Review& Reconcile | ||||||
|---|---|---|---|---|---|---|
| 6 | Calendar | Product fy0 | ||||
| Oo | Measure(1.LocOpPlan) | + | < Company | > | ||
| Calendar | 2/11/2023 | 2/18/2023 | 2/25/2023 | 3/4/2023 | 3/1 | 1/2023 |
| Measure | ||||||
| Wp NetSales R | 40,888.46 | 57,632.25 | 52,753.78 | 53,412.91 | 23,390.55 | |
| OpNetSales R | 5,042.82 | 5,885.82 | 6,912.87 | 7,900.45 | 6,090.75 | |
| Wp NetSales R varOp% | 710.8% | 879.2% | 663.1% | 576.1% | 284.0% | |
| Wp MarkdownPOS R% | 11.9% | 13.2% | 11.5% | 124% | 12.9% | |
| Op Markdown POS R% | 0.0% | 0.0% | 00% | 0.0% | 0.0% | |
| Wp Markdown POS R | 4,865.73 | 7,607.46 | 6,066.68 | 6,623.20 | 3,017.38 | |
| OpMarkdown POSR | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| WpMarkdownPOSR varOp% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| WpReturns R% | 15.3% | 18.0 % | 17.1% | 18.9 % | 244% | |
| WpReturnsR | 7,391.69 | 12,622.28 | 10,903.03 | 12,459.34 | 7,551.24 |
| 1. Publish | ||||
|---|---|---|---|---|
| v FA | Calendar | #& | ||
| TL] | Measure ( | Default | ) + | |
| Cal Measure | endar | Half1 F¥2023 T | Half? | F¥Y2023 T |
| Wp Publish Targets | OC | |||
| Wp Publish Notes Wp Publish Into | ||||
| ~ 2. ReviewTargets | ||||
| 6B Calendar # & | Produ | ct #& & Location #, £ | ||
| (0 | Measure(Default) + | < Company | ||
| Calendar Measure | 2/12/ | 2022 2/19/2022 | 2/26/2022 3/5/2022 | |
| Tgt NetSales R | 0.00 | 0.00 | 0.00 0.00 | |
| Tgt NetSalesU | ) | fs) | a) fe) | |
| Tgt NetSalesAUR | 0.00 | 0.00 | 0.00 0.00 | |
| Tgt Markdown POS R % | 0.0% | 0.0% | 0.0% 0.0% | |
| Tgt Markdown POS R | 0.00 | 0.00 | 0.00 0.00 | |
| Tgt Returns R% | 0.0% | 0.0% | 0.0% 0.0% | |
| Tgt Returns R | 0.00 | 0.00 | 0.00 0.00 | |
| Tgt Returns U | 0 | 0 | 0 0 | |
| TgtReturnsAUR | 0.00 | 0.00 | 0.00 0.00 |
In this guide
- Guide: Merchandise Financial Planning Retail User’s Guide
- Previous: 1 Introduction
- Next: 11 Create Location Plan Task