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SAS(R) Merchandise Planning for Solution Administrators

  • Tuition USD $2,175 GSA  $1,768.26
  • Reviews star_rate star_rate star_rate star_rate star_half 4733 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.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

ExitCertified instructors have an average of 27 years of practical IT experience. They have also served as consultants for an average of 15 years. To stay up to date, instructors will at least spend 25 percent of their time learning new emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact Edu_customerexperience@techdata.com

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

I thought the course was informative and the tools to go over the material were very nice.

Thank Tech Data for sponsoring this course you really take care of your partners.

Good training material and good instruction. More time needs to be provided for the lab work.

It is very good and very simple instructions. almost to much hand holding.

I was very satisfied about how the course was organized. Sean Did a very good work

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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