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).

Learn how to

• Explain and use SAS terminology.
• Navigate within Merchandise Planning.
• Consider how your planning process integrates with SAS Merchandise Planning.
• Describe SAS concepts and functionality and relate these to current business processes and practices.

Who should attend

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

Formats available	Standard duration
Classroom:	2.0 days

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.

This course addresses SAS Merchandise Intelligence software.

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.

Planning

• 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.

Clustering

• 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.