2215: Assortment Optimization

Course Type

  • Instructor Led

Duration

  • 2 days

Target Audience

  • All users of Assortment Optimization

Course Description

This class will teach you how to use Assortment Optimization (AO) with various data sources to create objective product assortment recommendations for your product categories. You will learn how to create an AO project from beginning to end and create the appropriate tactics to calculate and recommend the most beneficial and realistic assortment to fit your categories. Attend this class to get the whole picture of how Assortment Optimization works while also understanding the effect your recommendations have on your planograms in Space Planning!

Course Notes

  • 100% hands-on following along with instructor

Lesson Details

2215: Assortment Optimization

Lesson Objectives

  • Understand basic Category Management principles
  • Create an Assortment Optimization project from scratch
  • Understand your data source options and the data import process
  • Build product trees to help your assortment decisions (Category Decision Trees)
  • Assign planogram space to your assortments
  • Create and understand the tactics used to calculate the assortment recommendations
  • Utilize analysis tools (tables) in Assortment Optimization to make assortment decisions
  • Calculate and validate assortment recommendations
  • Import the results into Space Planning- Analyze/apply the recommended assortments to your planograms