Markdown Planning 

Procedure

1. On the Create Markdown Plan: Initial Screen, enter the markdown type and choose Continue.

2. Select the distribution chains, articles and sites that you want to plan the markdown for.

3. Choose Execute.

You can display a report showing errors that occurred during selection.

4. (Optional) Choose Edit ® Select to extend the worklist selected in Step 2.

5. Enter a short text and assign a number (if the system does not do this) and validity period for the markdown plan. Check the default markdown rule proposed from the markdown type.

6. Check the Valid-from date for the articles. Enter a planned sales quantity, check the indicator for activating price point adjustment and define the final price.

- (Optional) Enter the initial stock.

- (Optional) Display an overview of the sites assigned to the markdown plan by choosing Header ® Sites.

- (Optional) Display an overview of the distribution chains assigned to the markdown plan and associated evaluations by choosing Header ® Distribution chains.

- (Optional) Double click on the article to display an overview of all the details on the article in the markdown plan You can also maintain quantities and prices here (at item and phase level).

You can choose Header ® Details to view the organizational data relevant to price determination, the RIS data that you need for a later target/actual comparison, and the default values from the markdown rule.

7. Go to the overview of article price phases by choosing Overview ® Article price phases.

Check the validity of each price phase for the articles, check the price change as a percentage of the original price or enter the final price for each phase. The system will calculate the change.

Check or enter the planned sales quantity, or enter a share of the quantity sold for each phase and the system calculates the sales quantity.

8. (Optional) For each article price phase, article or group of articles, simulate sales price calculation by selecting the required items (or have a report do this) and choose Edit ® Test price calculation.

If errors occur, these must be corrected before you can activate prices.

9. For each article price phase, article or group of articles, activate sales prices by selecting the required items (or have a report do this) and choose Edit ® Activate

10. If you answer ‘Yes’ to whether you want to activate correctly calculated sales prices, the system creates condition records and saves the markdown plan.

11. If you answer ‘No’ to this question, the sales prices are not activated and you change and save the markdown plan.

12. (Optional) Choose Item ® Art. target/actual to view a comparison of target and actual data for an article or article price phases, and then adjust article price phases if necessary.