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Using Assortment Planning in SAS(R) Merchandise Planning

Course Details
Tuition (USD): $975.00 • Classroom (1.5 days)

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 assortment plans.

Skills Gained

  • use SAS planning tools to organize and analyze plan data
  • recalculate and redistribute working plan values
  • use recommended assortment reports to help guide your assortment planning decisions
  • tailor and plan your assortment mix by clustered selling locations.

Who Can Benefit

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


  • have a basic understanding of planning processes within retail organizations
  • attend the introductory course Using Performance Analysis in SAS(R) Merchandise Planning

Course Details

Course Introduction

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

Using an Assortment Plan

  • seeding and referencing concepts
  • working with an assortment 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
  • working with trends
  • resolving new SKUs
  • publishing and viewing output

Working with the Recommended Assortment Report

  • introduction to the Recommended Assortment Report
  • running the recommended assortment analytic
  • interpreting recommended assortment report results

Working with Clusters

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

Course Conclusions

  • summary
  • self-assessment
  • additional help resources
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