Oracle Retail Item Planning Business Essentials

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Oracle Retail Item Planning Business Essentials

Oracle University
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Description

Participants in this course learn to use the Item Planning solution to step through a sample workflow that represents the tasks that an Item Planner would complete as a part of their planning efforts. Each step in the workflow is addressed individually as it relates to the use of the Item Planning tool.

The course begins with an in-depth discussion about the Pre-Season workflow including user roles, types of worksheets and workbooks available for planning and which workbooks are used to accomplish specific planning tasks. It then explores the In-Season planning process without the aid of markdowns made by the Clearance Optimization Engine. This portion of the course addressed the types of pl…

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Didn't find what you were looking for? See also: Retail (Management), Planning, General Management, Leadership, and Management Skills.

Participants in this course learn to use the Item Planning solution to step through a sample workflow that represents the tasks that an Item Planner would complete as a part of their planning efforts. Each step in the workflow is addressed individually as it relates to the use of the Item Planning tool.

The course begins with an in-depth discussion about the Pre-Season workflow including user roles, types of worksheets and workbooks available for planning and which workbooks are used to accomplish specific planning tasks. It then explores the In-Season planning process without the aid of markdowns made by the Clearance Optimization Engine. This portion of the course addressed the types of plans that must be created In-Season as well as the workbooks used to create them. Finally the course explores In-Season planning with the aid of the Clearance Optimization Engine and the workflow that is involved in planning using this feature. The specific types of plans and workbooks are addressed as well as the interaction between COE and Item Planning.

Learn To:

  • Use the various worksheets available in the Item Planning solution to create item plans.
  • Describe where Item Planning fits into the Oracle Retail Footprint.
  • Explain the relationship between the Item Planning and Merchandise Financial Planning solution.
  • Describe Clearance Price Optimization
  • Explain the relationship between Item Planning and Clearance Price Optimization.

Audience
  • End Users
  • Functional Implementer
  • Web Administrator

Course Topics Lesson 1: Overview Lesson 2: Oracle Retail Product Suite Overview
  • Item Planning Overview
  • Oracle Retail Planning Solutions Footprint
  • Application Integration
  • Item planning features and benefits
Lesson 3: Item Planning Business Process
  • Pre Season Process Flow
  • In Season Process Flow
  • Plan Versions
  • Measures
  • Hierarchies
  • Item Planning components and Key Processes
  • Demand
Lesson 4: IP Pre-Season Planning – Map History
  • Map Items Worksheet
  • Review Mapped Sales Worksheet
  • Week Mapping vs. History Mapping
Lesson 5: IP Pre-Season Planning – Manual Review of Input from Merchant Partner
  • Review IP Op Worksheet
  • Review IP Cp Worksheet
Lesson 6: IP Pre-Season Planning – Getting Started
  • Seed Worksheet
  • Review Assortment Plan Parameters Worksheet
  • Set Parameters Worksheet
Lesson 7: IP Pre-Season Planning – Plan Unit Sales
  • Unit Sales Worksheet
Lesson 8: IP Pre-Season Planning – Plan Receipts and Inventory
  • Inv & Rec Worksheet
Lesson 9: IP Pre-Season Planning – Move Inventory to Clearance
  • Move Inventory to Clearance
Lesson 10: IP Pre-Season Planning – Plan Exit Strategy
  • Exit Strategy Worksheet
  • Types of markdowns
Lesson 11: IP Pre-Season Planning – Review Plan
  • Review Unit Plan Worksheet
  • Review Retail Plan Worksheet
  • Review Cost Plan Worksheet
Lesson 12: IP Pre-Season Planning – Reconcile to MFP
  • Review MFP Op Plan Worksheet
  • Review MFP Op Plan Worksheet
  • Reconcile to MFP
Lesson 13: IP Pre-Season Planning – Self Approve Plan
  • Approval Tab
  • Approval Worksheet
Lesson 14: IP In-Season Planning
  • Business Process Overview
  • In-Season Process Flow
  • Review Trend Worksheet
  • Review Assortment Plan Parameters Worksheet
  • Update Unit Sales
  • Update Exit Strategy
  • Update Receipts Plan
  • Review Plan
Lesson 15: IP In-Season Planning with Cost Optimization Engine
  • Item Planning/COE Overview
  • Application Integration
  • Process Flow
Lesson 16: IP In-Season Planning with Cost Optimization Engine – Review Dashboard
  • Markdown Pre-Analysis worksheet
  • Dashboard worksheet
  • Item Planning/COE Process Flow Overview
Lesson 17: IP In-Season Planning with Cost Optimization Engine – Exit Strategy
  • Item Planning/COE Process Flow Overview
  • Markdown Analysis and What-if Processing
  • Markdown Analysis I Worksheet (Style-Color/Price Zone)
  • Markdown Analysis I Worksheet (Style-Color/Price Zone/Week)
  • Markdown Analysis Graph Worksheet
  • Markdown Impact Analysis Dashboard Worksheet
  • LifeCycle Visual Summary
  • Life Cycle Summary
Lesson 18: Course Summary
  • Review of course topics

Course Objectives
  • Identify and utilize the worksheets in Item Planning that support each step of the Pre-Season and In-Season planning process
  • Use the Oracle Retail Item Planning tool to develop Pre-Season plans at the item level
  • Use the Oracle Retail Item Planning tool to develop In-Season plans without the use of the COE feature
  • Use the Oracle Retail Item Planning tool to develop In-Season plans using the COE feature
  • Analyze and execute the process flow steps for both Pre-Season and In-Season planning
  • Describe the evolution of plan type plans as you move through Pre-Season and In-Season time periods

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