Planning Expert for SPI Buyer Direct

Planning ExpertJEFF DILLON

1. MAPS Advanced Features

2. Budgeting

3. Assortment Planning

4. Seasonal Planning

5. Analysis

6. Promotions

CONTENTS

BUDGETING

MAPS: Budgeting

Create Budget

Adjust Budget

Reconcile Budget to Item Plan

[Option to Upload

Budgets]

Compare Seasonal

Offer –Budget

Budget Upload

MAPS: Budgeting Steps• Marketing – Macro Tab

MAPS: Budgeting Steps• Select Comparable Offer(s)

MAPS: Budgeting Steps• Macro Data Distributed

to Item Plan

MAPS: Budgeting Steps• Grid Display

• Budget / Summary

MAPS: Budgeting Steps• Budget New / Repeat

MAPS: Budgeting Steps• Distribute Total Budget to New and Repeat

MAPS: Budgeting Steps• Budget Planning Levels – Offer, Category, Subcategory

• Enter Budget Manually

MAPS: Budgeting Steps• Revised Budget at Category Level

MAPS: Budgeting Steps• Budget Compare - Analysis

MAPS: Budgeting Steps• Allocate Budget to

Planning Levels

MAPS: Budgeting• Reconcile the Budget to the Item Plan

• Review the Variances• Offer, Category and Subcategory

• Acceptable Tolerance Levels• Adjust the Budget or Item Plan

ADDING PRODUCTS TO OFFERS

MAPS: Product Selection• Adding Products to the Item Plan

• Comparable Offer(s) • Comparable Search – in offers other than the comparable(s)• Existing Search - searching for products in the Item Master file• Create New – Product Wizard• Copy Product – fast method to create a product without having to add

all data• Product Analysis / Analysis Search• Create Presentation / Add Existing Presentation • Offer Copy• Seasonal Analysis

MAPS: Product Selection• Comparable Offer

• Assign comparable offer(s)• Add product from comparable offer(s)

MAPS: Product Selection• Comparable Product Search

MAPS: Product Selection• Existing Product

MAPS: Product Selection• New

Product –Product Wizard

MAPS: Product Selection• Copy Product

MAPS: Product Selection• Product Analysis

• Via MAPS Item Plan

MAPS: Product Selection• Product

Analysis• Via MAPS

Analysis Search

MAPS: Product Selection• Copy Offer

SEASONAL PLANNING

Seasonal Offers / Planning • Seasonal Offer Setup• Seasonal Planning• Seasonal Budget Compare

Seasonal Offers• Setup Similar to Other Offers• Seasonal Assortment• Assigned a Budget

Seasonal Planning• Assign Products to Offers• Assign Pages• Forecast

Seasonal Budget Compare• View of how the subordinate

offers roll up to the seasonal offer

• Category / Subcategory

ANALYSIS

Analysis Tools• Product Plan Grid

• Comparable and Item Plan• Product Analysis• Availability• Google Trends

Product / Presentation Analysis• Product Analysis

• Review Metrics and Sales Mix

Product / Presentation Analysis• Analysis – Product or Presentation

• Sales Adjustments for Groups of Products

Availability• Identify if products

are available for sale for the given offer

Google Trends• Google Search Information

• Category• Product Name• Model• UPC

Google Trends• Historical

Graph of Searches

• Related Search History

PROMOTIONS

MAPS: Pricing & Promotions• Promotion Management

• Mini Offers – No Marketing Module Input• Web Only Offers

• Customer Experience• Unique promotions under a specific offer• Track performance and margin

MAPS: Promotion Management• Creation

• Promo ID / Description• Description• Start / End Dates• Pricing

• Visibility In• Product Level Forecasting• Materials Planning• Database• Post Mortem Analysis

MAPS: Generate Forecast• Utilizes MAPS

Planning Information• Applies a Factor to

Existing Product/SKU Forecast

MAPS: Demand by Week• Utilizes MAPS

Planning to Establish Lag Pattern

Promotions:Product Level Forecasting

Promotions:Materials Planning

Pricing:MAPS – Customer Experience• Select to Customer Experience

• Specific to an Existing Offer / Group to Customers• Pricing, Shipping / Margin Impact

Pricing:MAPS – Customer Experience• MAPS Visibility Only

• Report on Margin Impact

Contact Me• Jeff Dillon

Email: jeff.dillon@spi.comPhone:434-960-0260