SAS(R) Merchandise Planning for Solution Administrators

  • Tuition USD $1,950 GSA  $1,768.26
  • Reviews star_rate star_rate star_rate star_rate star_half 1066 Ratings
  • Course Code SMISOL
  • Duration 3 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. This course is designed to provide you with the information, understanding, and hands-on skills needed to manage users and groups, configure and manage templates based on your organization's business process, and create, deliver, and manage plans.

Skills Gained

  • create and manage the plan management structure that supports your organization's day-to-day planning activities
  • use flags and statuses to configure plan versions and planning worksheets
  • set up batch processes
  • create, modify, and manage reusable template objects
  • configure application properties
  • set-up users and groups
  • configure global and user-specific preferences
  • create and manage cluster sets.

Who Can Benefit

  • Anyone who will be involved in implementing and administering SAS Merchandise Planning including power users, Solution Administrators, IT associates, and SAS consultants


  • 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 this course
  • SAS Merchandise Planning solution administrator training topics

Creating Plan Management

  • introduction to plan management
  • creating a plan group
  • creating a plan
  • creating a plan version
  • creating a planning worksheet

Working with Plan Management

  • configuring plan versions
  • configuring planning worksheets

Using Template Manager

  • introduction to templates
  • creating template objects
  • managing template objects
  • managing template specific settings
  • applying and recalling templates

Configuring SAS Merchandise Planning

  • configuring application properties
  • creating and modifying a user
  • defining a user group and security levels
  • configuring global and user preferences
  • creating and modifying a business view
  • managing assignments
  • using the system monitor
  • examining the security log

Managing SAS Merchandise Planning

  • using dimension manager
  • using time shifts
  • creating split planning worksheets
  • using alternate calendars
  • bridging planning worksheets
  • reclassification


  • creating cluster sets
  • modifying cluster sets
  • managing cluster sets

Additional Topics

  • additional administrative tasks

Further Considerations

  • 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.

Does ExitCertified deliver group training?

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

The learning format is great and allows one to still keep up with daily work activities.

I am very pleased with how the trainings are structured. They are very well prepared and bring a lot of value.

Really nice and helpful staff! Office has well thought out interior design and plenty of snacks and drinks and coffee.

Delivered the expected level of training in an easier to understand way than expected.

ExcitCertified(Tech Data) was great and I enjoyed my experience with them. Looking forward to taking more courses with them!

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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