Planning with Seasonal Indexes in Rise Business

Это распределение нужно, если компании с большим количеством номенклатуры необходимо исходный план продаж, составленный по товарным категориям, автоматически развернуть до номенклатуры и её существенных аналитик, включая характеристики номенклатуры. Распределение разворачивает товарные категории на все элементы справочника номенклатуры, которые имеют конкретную товарную категорию и одновременно детализируют до любого набора реквизитов и характеристик. Здесь значимость правильного конструирования товарных категорий возрастает нелинейным способом, т.к. позволяет составлять детализированные до номенклатуры и её реквизитов/характеристик планы продаж (в т.ч. с учётом распределения по сезонности, если используется функционал сезонности).

In this article, we will consider the following business case: we are planning to sell 10,000 items of the Women clothes product category. The category contains 5 items. The items can be of two colors (black and white) and sizes from 42 to 46.

In the system, we create the _Clothes item kind and specify the list of product categories for it. One category will be enough.

Sizes and colors will be variants of our item. For simplicity, I will make variants common for the whole item kind. You can see the list of variants on the screenshot below.

Then I create a list of items. There will be five. You can specify a product category for each item manually in the item card or select several items from the list and assign a category to all of them in bulk as on the screenshot below.

Getting back to our business case. According to statistics, among the sold items, 60% are black and 40% are white. For colors, the situation is as follows: size 42 - 10% of sales, 43 - 15%, 44 - 35%, 45 - 20%, 46 - 20%. When we create sales forecasts, we want to take into account these two parameters (size and color). So, we need to register distribution standards and somehow connect them to items and variants. Let's do it step by step.

First, we need to create additional attributes for our item variants. There will be two: size and color. In Master data and settings > General settings, under Additional attributes and information, select the Additional attributes and information checkbox and click Additional attributes. Find the Item variants group and select the _Clothes item kind. This way you will create additional attributes specially for variants of the _Clothes item kind.

Then add two new attributes, size and color, with the same set of values as in the business case.

Then open item variants and map additional attributes to variants, as it is done on the figure below. This will help the system to understand how to apply distribution standards, which we will create next, to items.

Then create distribution standards for the system to decompose the sales forecast by category to the sales forecast by items using the specified percentage. You can do it in Planning > Settings and catalogs > Distribution standards of product categories. In the document, select a Product category and an Attribute, and specify the Effective date. Click Fill > All values and specify values from our business case in the Distribution percentage column. The system automatically calculates proportions of each attribute value. If the value is empty, the share is considered to be 0. You will see how it works a bit later.

Now you can move on to sales forecasts. First, create a sales forecast by categories and then break it down to items taking into account distribution standards. The sales forecast by categories is created manually, it is very simple.

Then we create a sales forecast by items. For that, in the plan profile of this forecast, select the Fill in from formula population option and specify the following formula: Round([SalesPlansByCategories], 0). Then fill in the forecast by this formula.

To decompose the sales forecast by categories to items, the system uses the following formula:

Quantity in the sales forecast by categories / Number of items in the category * Distribution standard for size * Distribution standard for color,

giving us 10 000 / 5 * 60% * 20% = 240 black items of size 46, 10 000 / 5 * 40% * 10% = 80 white items of size 42, and so on.

This logic applies to all items of the category. The total number of items in the resulting sales forecast will be 10,000, as in the source sales forecast by category.

If no distribution standards are created, the system will split categories into items evenly: