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Use

You can use My Assortment Lists (Version 2) app to create assortment lists for the product categories in your area of responsibility. You can use sales history and option planning data to build assortment lists across product categories and selling locations and to help determine whether to introduce new products, carry over products, or drop certain products.

Prerequisites

  • You have fulfilled the prerequisites listed in SAP Assortment Planning for Retail.

  • You have maintained your area of responsibility (AOR), as described in Manage Category Responsibilities. This mandatory set up allows you to view product hierarchies and their categories in My Assortment Lists (Version 2) SAP Fiori app.

  • To create an assortment list based on option planning data:

    • You have created an option plan by using My Option Plans app.

      For information, see Creating an Option Plan.

    • Ideally, you have entered planning data, that is, targets in the option planning workbooks associated with the option plan you want to use.

      For information, see Option Planning Workbooks.

    • You have finalized the option planning workbooks.

Procedure

To create an assortment list, do one of the following:

Creating an Assortment List Based on Option Planning Data

  1. Select an option plan.

    The following information is copied from the option plan to the assortment list:

    • Settings for the assortment list, that is, the season and period information.

    • Categories selected in the option plan. The list of products is also filtered by the attribute value combinations selected in the option plan.

    • Cluster set data, which includes locations selected in the option plan.

  2. Review the assortment list, in particular, the assortment list categories and the corresponding KPIs.

  3. Optionally, specify the sales organization(s) for which the assortment list is being created.

    Sales organizations selected for the option plan are automatically selected for the new assortment list. You can modify these as necessary.

  4. Save the assortment list, give it a name, and, if necessary, provide a description.

Creating an Assortment List Without Option Planning Data

  1. Specify the settings for your assortment list by entering the following:

    General

    • Sales Organization

      Optionally, specify the sales organization(s) for which the assortment list is being created.

    Seasons and Periods

    You can specify the reference and validity periods in one of two ways: by specifying a reference and a validity season, which automatically fills in the reference and validity periods, or by entering the reference and validity periods manually.

    • Seasons (Optional)

      • Reference

        Select a season with dates in the past. If there are no reference seasons with dates in the past, no seasons will be displayed.

      • Validity

        Select a season with dates in the future. If there are no validity seasons with dates in the future, no seasons will be displayed.

      For both reference and validity seasons, you can further refine the dates by specifying a collection, a theme, and/or a sales organization.

      Note

      Theme and Sales Organization will only be available if you are using SAP Fashion Management.

    • Periods

      • Reference

        The sales data for the period you select as the reference period is used to calculate the referenced KPIs.

        If you have specified a reference season, the Reference period field is filled automatically. You can manually override the date selections.

        Otherwise, enter the Reference period manually.

      • Validity

        If you have specified a validity season, the Validity period field is filled automatically. You can manually override the date selections.

        Otherwise, enter the Validity period manually.

        Note When using a time-dependent product hierarchy, the selected validity period will reflect the parent and child node relationships. The product count at the parent node will be dependent on the products belonging to the child nodes.

    Cluster Set (Optional)

    You can select an existing cluster set so that your locations are filtered. If you do not choose a cluster set, you will manually select your locations.

    Note

    When you select a location cluster set, the list of locations on the Locations tab, as well as the list of locations available through the facet filters, only includes the locations assigned to clusters of the selected cluster set. Unassigned locations of the clusters set are excluded.

  2. Select the products you want to add to the assortment list by selecting the relevant product categories.

    Note

    • By default, all products belonging to a category are added to the assortment list.

      To remove products, you can use the filters. For example, if you are creating an assortment list for a specific brand only, you can use the Brand filter to exclude products of all other brands from the assortment list.

    • Product assignments to the product hierarchy are time-dependent.

      Products must be valid the first day of the planning period. If there are no valid assignment of products, the product will not show up in the product hierarchy selection.

  3. Select the locations for which you want to create the assortment list.

    The sales and inventory data of these locations only will be used to calculate the referenced KPIs for the selected products.

    We recommend that the locations you select when you create an assortment list are the locations where the products in your assortment list will be sold.

    Note

    The Location Hierarchy facet filter assumes that the Country, Region and City attributes for each of your locations have been maintained. Locations with missing geographical information are grouped into their own category.

  4. Review the assortment list, in particular, the assortment list categories and the corresponding KPIs, to ensure that you have selected all required categories.

  5. Save the assortment list, give it a name, and, if necessary, provide a description.

Result

You have created an assortment list based on referenced sales history data. You can now manage the products contained in each of the categories of your assortment list, for example, determine which products to keep or drop from the assortment list.

For information see, Managing Assortment List Categories.

More Information