Creating a line plan item

  1. Select Tracking and Planning > Line Plan.
  2. Click the New icon.
  3. Specify main information:
    Collection Plan Name
    Displays the collection plan name that is associated to the line plan name that you will select.
    Line Plan Name
    Select a line plan name.
    Structure
    Select an organization level from the list.
    Brand

    Select a brand from the list.

    You can define brands in Generic Lookup.

    This field is automatically updated based on the selected line plan name and structure.

    Division

    Select a division from the list.

    You can define divisions in Generic Lookup.

    This field is automatically updated based on the selected line plan that is generated from a collection plan.

    Season

    Select a season from the list.

    You can define seasons in Generic Lookup.

    This field is automatically updated based on the selected line plan name.

    Collection

    Select a collection from the list.

    You can define collections in Generic Lookup.

    This field is automatically updated based on the selected line plan name.

    Line Plan item
    Specify a line plan item.
    Status
    Select In Concept, For Approval, Operational, or any user-defined status.
    Category

    Select a category from the list.

    You can define product categories in Generic Lookup.

    This field is automatically updated based on the selected line plan name and structure.

    Sub Category

    Select a subcategory from the list.

    You can define product subcategories in Generic Lookup.

    This field is automatically updated based on the selected line plan name and structure.

    Sub Sub Category

    Select a sub subcategory from the list.

    You can define product sub subcategories in Generic Lookup.

    This field is automatically updated based on the selected line plan name and structure.

    Gender

    Select a gender from the list.

    You can define gender in Generic Lookup.

    This field is automatically updated based on the selected line plan name.

    Theme

    Select a theme from the list.

    You can define style themes in Generic Lookup.

    For example, you can create Formal, Casual, Romantic, or Bohemian as collection themes.

    Deliveries

    Select a delivery type from the list.

    You can define delivery types in Generic Lookup.

    User Defined Field 1

    Select a user-defined field from the list.

    You can define user-defined field types in Generic Lookup.

    User Defined Field 2

    Select a user-defined field from the list.

    You can define user-defined field types in Generic Lookup.

    User Defined Field 3

    Select a user-defined field from the list.

    You can define user-defined field types in Generic Lookup.

    User Defined Field 4

    Select a user-defined field from the list.

    You can define user-defined field types in Generic Lookup.

    Country
    Select a country or countries from the list.
    Region
    Select a region or regions from the list.

    You can define regions in Generic Lookup.

    Channel

    Select a channel or channels from the list.

    You can define channels in Generic Lookup.

    Market Field 1

    Select a market field or market fields from the list.

    You can define market fields in Generic Lookup.

    Market Field 2

    Select a market field or market fields from the list.

    You can define market fields in Generic Lookup.

    Market Field 3

    Select a market field or market fields from the list.

    You can define market fields in Generic Lookup.

    Market Field 4

    Select a market field or market fields from the list.

    You can define market fields in Generic Lookup.

    Market Field 5

    Select a market field or market fields from the list.

    You can define market fields in Generic Lookup.

  4. Specify target/budget information:
    Price Point
    Specify the amount and select a currency.
    Retail Value (Base)
    Displays the retail value in your base currency.
    Whole Sale Value (Base)
    Displays the wholesale value in your base currency.

    Wholesale Value (Base) = Retail Value (Base) * (1 - Retail Margin % / 100)

    Cost Value (Base)
    Displays the cost value in your base currency.

    Cost Value (Base) = Wholesale Value (Base) * (1- Retail Margin % / 100)

    Purchase Value (Base)
    Displays the purchase value in your base currency.

    Purchase Value (Base) = Cost Value (Base) * (1- Cost Margin % / 100)

    Purchase Unit Price
    Specify purchase unit price and select a currency.
    Purchase Unit Price (Base)
    Displays the purchase unit price in base currency.
    Calculated Purchase Unit Price
    Displays the calculated purchase unit price.

    Calculated Purchase Unit Price = Purchase Value / Planned Quantity

    Retail Margin %
    Specify a retail margin percentage.
    Retail Margin Value (Base)
    Displays the retail margin value in your base currency.

    Retail Margin Value (Base) = (Retail Margin % / 100) * Retail (Base)

    Wholesale Margin %
    Specify a wholesale margin percentage.
    Wholesale Margin Value (Base)
    Displays wholesale margin value in your base currency.

    Wholesale Margin Value (Base) = (Wholesale Margin % / 100) * Wholesale Value (Base)

    Cost Margin %
    Specify a cost margin percentage.
    Cost Margin Value (Base)
    Displays a cost margin value in your base currency.

    Cost Margin Value (Base) = (Cost Margin % / 100) * Cost Value (Base)

    # of Mapped Styles
    Displays the actual number of styles that are mapped to the line plan item.
    # of Options
    Specify the number of options (style/colors) in your collection plan.
    Quantity
    Specify the planned quantity in the collection plan.
    Notes
    Provide remarks or comments about the line plan item.
  5. Click Save or Save and Close.