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Table of ContentsContributors2I. Mission Statement3II. Purpose of this Document3III. Objectives3IV. Collaborative Assortment Planning Process4i. Overview4ii. Best Practices Guide6V. Next Steps17Appendix
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How to fill out collaborative assortment planning process

01
Step 1: Start by defining the objective of the collaborative assortment planning process. Determine what goals and outcomes you want to achieve through this process.
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Step 2: Gather all relevant data and information related to product assortment, customer preferences, market trends, and competitor insights. This data will form the foundation for your planning process.
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Step 3: Analyze the collected data to identify trends, patterns, and opportunities. Use this analysis to make informed decisions regarding which products to include in the assortment and how to optimize it.
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Step 4: Engage cross-functional teams, including merchandising, marketing, sales, and operations, in the planning process. Collaborate and share insights to ensure a holistic approach.
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Step 5: Develop a collaborative assortment plan that aligns with your objectives and takes into consideration factors like seasonality, customer demand, and product availability.
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Step 6: Implement the assortment plan across various channels or retail locations. Monitor and track its performance regularly to identify any deviations and make necessary adjustments.
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Step 7: Continuously evaluate the effectiveness of the collaborative assortment planning process. Seek feedback from stakeholders and iterate on the process to improve its efficiency and outcomes.

Who needs collaborative assortment planning process?

01
Retailers and e-commerce businesses who want to optimize their product assortment to meet customer demand and maximize sales.
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Merchandising teams responsible for product selection and assortment planning.
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Marketing teams looking to align their strategies with the available product assortment.
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Sales teams aiming to enhance their product offerings and meet customer expectations.
05
Operations teams involved in inventory management and supply chain coordination.
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Cross-functional teams that require a collaborative approach to assortment planning for better decision-making.
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Collaborative assortment planning process is a strategy that involves retailers and suppliers working together to plan and optimize the product range that is offered to customers.
Both retailers and suppliers are required to participate in and file collaborative assortment planning process.
Collaborative assortment planning process can be filled out by coordinating with suppliers to determine the optimal product range, pricing, and placement.
The purpose of collaborative assortment planning process is to increase sales, improve customer satisfaction, and optimize inventory levels.
Information such as sales data, market trends, customer preferences, and inventory levels must be reported on collaborative assortment planning process.
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