SAS Pack Optimization, a component of the SAS Merchandise Intelligence suite of solutions, enables you to leverage assortment plans, size profiles, and supply chain expenses to build optimal pack strategies at each of your selling locations. Through the use of instructor-led demonstrations and student exercises that use a standard data set and basic work flow scenario, this end-user course is designed to provide you with the knowledge and hands-on skills needed to use SAS Pack Optimization efficiently and effectively within your retail organization.

The self-study e-learning includes:

• Annotatable course notes in PDF format.
• Virtual Lab time to practice.

Learn how to

• Describe the components of a purchase order plan.
• Define the scope and configuration parameters used to create a purchase order plan.
• Manage planned quantities and disaggregated quantities.
• Review and adjust purchase order plan buys and deliveries.
• Optimize, approve, and submit purchase order plans.
• Review, interpret, and refine optimization results.

Who should attend

Business users of SAS Pack Optimization (including allocators, planners, and other merchants), as well as SAS consultants involved in implementing this solution

Formats available	Standard duration
e-Learning:	14 hours/180 day license	System Requirements

Before attending this course, you should have the following:

• Basic Microsoft Windows proficiency.
• An understanding of buying, planning, and allocation processes within retail organizations..

This course addresses SAS Size Optimization software.

Course Introduction

• About SAS Size Optimization.
• Learning preparation and focus.
• SAS Pack Optimization overview.
• SAS Pack Optimization terms and process flow.

Getting Started

• Opening the application.
• Navigating in the solution.

Creating a Purchase Order Plan

• Overview of a purchase order plan.
• Creating a purchase order plan.
• Viewing purchase order plans.
• Managing purchase order plans.
• Disaggregating planned quantities.

Purchase Order Plan Activities

• Optimizing a purchase order plan.
• Working with optimization results.
• Approving a purchase order plan.
• Submitting a purchase order plan.

Modifying a Purchase Order Plan

• Overview of plan modifications.
• Modifying pack settings.
• Modifying request settings.
• Modifying disaggregated quantities.

Additional Topics

• Defining default pack settings.
• Defining delivery types.
• Working with pack optimization products.
• Creating a purchase order plan manually.
• Adjusting purchase order quantities.

Advanced Topics

• Defining default settings.
• Creating product and location groups.
• Building a color profile.
• Creating model members.

Administration Tools

• Handling product re-classification.
• Purging product and location data.
• Using logging features.
• Entering default parameters.

XML File Components

• Introduction to XML file creation.
• XML import file composition.
• Specifying size sets in the import file.
• Using attributes to specify locations.
• Specifying model members.
• Specifying delivery types.
• Store level import of planned quantities.
• Additional topics.

Further Considerations

• Course summary.
• Learning survey.
• Additional Help resources.