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Using Financial Planning in SAS(R) Merchandise Planning

  • Tuition USD $975
  • Reviews star_rate star_rate star_rate star_rate star_half 955 Ratings
  • Course Code SMIFP
  • Duration 1.5 days
  • Available Formats Classroom

SAS Merchandise Planning is a high-performance, highly integrated solution that enables retailers to create and execute plans that maximize sales and margins while minimizing costs and increasing company performance. Through the use of instructor-led demonstrations and student exercises that use a standard data set and a basic work flow scenario, this course is designed to provide you with the information, understanding, and hands-on skills needed to work with merchandise financial plans.

Skills Gained

  • use SAS planning tools to organize and analyze merchandise financial plan data
  • recalculate and redistribute working plan values
  • use top-down and bottom-up planning and reconciliation to converge and align strategic goals and tactical plans
  • work with initialized plan data.

Who Can Benefit

  • Those who work with plans and who make merchandise financial planning decisions including planners, buyers, and those in management roles such as General Merchandising Managers, Inventory Managers, and Division Merchandising Managers


  • Before attending this course, you should
  • have a basic understanding of planning processes within retail organizations
  • attend the introductory course Using Performance Analysis in SAS® Merchandise Planning

Course Details

Course Introduction

  • about SAS Retail Planning
  • key terms and concepts
  • basic properties of a merchandise financial planning worksheet

Using a Financial Plan

  • seeding and referencing concepts
  • working with a merchandise financial plan
  • using plan data
  • modifying a worksheet template

Using Additional Features

  • using filtered look-ups
  • re-seeding concepts
  • using dimension sets
  • aggregating historic data versions
  • recalculating working plan data values
  • publishing and viewing output

In-season Management

  • overview of in-season management
  • initializing a plan worksheet

Course Conclusions

  • summary
  • self-assessment
  • additional help resources

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Very good course, clear and concise. Labs worked perfectly, no set-up required.

Very good company, excellent course offerings and nice staff both admin and course instructors. Keep it up!

This is a great way to learn online. Courses are well structured and clearly explained with very dedicated staff.

I had a good and comfortable remote training experience. Look forward to more such trainings.

The course materials are outstanding and the instructor was friendly, focused and had command of the course.

0 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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