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Build an open-to-buy plan

An open-to-buy plan turns your sales plan into a buying budget. You create a season, fill in planned sales, markdowns and ending stock for each category, and the grid works out what's left to buy each month.

Before you begin​

  • Your products are in categories (or brands) that match how you plan.
  • You need permission to manage merchandise plans.

Steps​

  1. Go to Inventory → Merchandise Planning.
  2. Click New Season, choose the Season and Year, and click Create season. The season's months become the grid's columns.
  3. Under Group by, choose Category or Brand.
  4. Click Seed, then Seed from forecast (or Seed from last year).
  5. Set the Recent demand window, pick the rows under Category rows to seed, and click Seed. Plan Sales fills in for each month.
  6. Type any Markdowns you plan for each month.
  7. Set ending stock in the EOP Inv row. Type it, or use its control to choose stock-to-sales or weeks of supply and enter the number.
  8. Read the Open-to-Buy row and Remaining to buy. Green means room to buy, amber means 10% or less is left, and red means over budget.
  9. To cap spending at a fixed amount, enter a Cash cap in a row's Remaining to buy cell. The budget becomes the smaller of the open-to-buy and your cap.
  10. Use Plan in to switch between Units, Cost $ and Retail $, and View by to see months or quarters.

Every change saves as you leave the cell.

Next steps​

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