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SAS(R) Merchandise Planning: Pre-Solution Definition Workshop Overview

Course Details
Tuition (USD): $1,300.00 • Classroom (2 days)

This course teaches you the fundamentals of SAS Merchandise Planning including key concepts, terminology, and base functionality integral to the Merchandise Planning solution. Topics include planning concepts, plan management, referencing and seeding, performance analysis, financial planning, in-season management, and assortment planning. After completing the course, you will be prepared to participate in key business decisions that occur in the Solution Definition Workshop (SDW).

Skills Gained

  • explain and use SAS terminology
  • navigate within Merchandise Planning 6.1
  • consider how your planning process integrates with SAS Merchandise Planning 6.1
  • describe SAS concepts and functionality and relate these to current business processes and practices.

Who Can Benefit

  • Customer project implementation team members such as planning and business decision makers, technical staff, planning administrators, merchandise managers, and end users


  • Before attending this course, you should have
  • basic skills using Microsoft Windows and Windows-based software
  • prior knowledge of retail planning or buying, or have related business experience.

Course Details

Course Introduction

  • about this course
  • learning preparation and focus
  • introduction to SAS Merchandise Planning

Preparing for the Solution Definition Workshop

  • overview
  • implementing change
  • roles and responsibilities
  • SAS terminology

Introduction to SAS Merchandise Planning

  • the planning process
  • opening the application

Key Concepts

  • merchandise location, and time hierarchies
  • dimension sets
  • attributes and dynamic levels
  • the dimension cube
  • metrics, data versions, and kpis
  • personas and templates
  • metadata

Analyzing Performance

  • creating and modifying a pa view
  • using a pa view
  • SAS reporting options


  • introduction to planning
  • plan management structure
  • referencing or seeding data

Financial Planning and In-Season Management

  • introduction to financial planning
  • introduction to in-season management


  • introduction to SAS Clustering

Assortment Planning

  • introduction to assortment planning

SAS Merchandise Planning Administration

  • SAS administrator roles and responsibilities
  • defining users, groups, and security
  • other administrative settings and activities

Future Considerations

  • course summary
  • learning survey
  • additional resources
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