Presentation on theme: "Assortment Management"— Presentation transcript:
1 Assortment Management Best Practices for mySAP Retail
2 Assortment Management/Listing ArticleListingAssortment-Module AAssortmentAssortment-Module BListingconditionsAn assortment is an object in SAP Retail to which articles are assigned, that is, listed for a certain validity period. The assignment of articles to assortments determines which assortments, and therefore which articles, a store can buy and sell.Articles are assigned on the shelf using assortment modules. The assignment results in listing conditions, which serve as the basis for subsequent business processes. Articles can be assigned to assortments automatically during article or assortment maintenance. Alternatively, you can assign articles to assortment modules manually and then assign the modules to the assortments.
3 Assortment Management /Listing userArticleListingAssortment-Module ACustomerKundeAssortmentAssortment-Module BM:1DC1:MListingconditionsAssigning an assortment user to an assortment makes the articles available for the users concerned for use in the various different business functions. The most important assortment user in retail is the retail site. The assortments for a site include all articles that are involved in the site's economic activities. In addition to assigning individual general assortments to assortment users, it is also possible to define reference sites and to assign them to sites in a 1:M ratio. Only sites that are not assigned to a reference site can be assigned to an assortment. Sites assigned to reference sites are assigned to assortments via their reference sites. A reference site cannot be assigned to a customer.The big advantage of reference sites is the one-time assignment of general assortments. All dependent sites (sites assigned to the reference sites) automatically take on all the assortments assigned to the reference site. This pointer function means that changes to general assortments and changes to the assignments of general assortments to reference sites are also copied automatically. If a site is already assigned to assortments, it can only be assigned to a reference site if the reference site contains these assignments.The main use for this n:m multiple assignment and reference sites is in assortment management for stores. It is, however, also possible to assign a reference site to a distribution center. We recommend the exclusive use of dummy reference sites so that you can maintain certain listing conditions for each of your operative stores, independently of your regular reference handling. (Example: You want to create an assortment for certain articles and release it for certain sites only. If one of these sites was a reference site, the data would automatically be passed on to all the sites assigned to it.)If the assignment of a site to a reference site is deleted, all assortments assigned to the reference site will be deleted for the siteVerteilzentrumReference siteFilialeStore
4 Assortment Management /Listing userArticleListingN:MAssortment-Module ACustomerKundeAssortmentAssortment-Module BM:1DCListingconditionsIn many retail companies, assortments for a distribution chain or for a certain region, for example, are often identical or differ only slightly. It therefore makes sense to define only a few general assortments and then to assign these to a group of assortment users.In Release 4.70, you can decide whether you want a 1:1 assignment of assortments to sites or whether you want to construct an n:m assignment. This new function is similar to the multiple assignment of customers to assortments of assortment type C, which was already available prior to Release This new assignment option has simplified assortment management significantly. Multiple assignment can also considerably reduce the number of listing condition records in the database since, among other things, a very large number of sites can be assigned to a general assortment. This results, above all, from the fact that articles are listed for assortments and not for sites and therefore the listing conditions created are valid for all the sites assigned to the assortment. Unlike with local assortments, which are not maintained in assortment maintenance and therefore cannot be assigned to sites or customers, it is now possible to assign general assortments (assortment type C) to any number of sites or customers (n:m multiple assignment of sites to assortments is activated in Customizing).Exclusion modules can still be used for local assortments. This enables you to generate exceptions for certain articles and subsequent listings. Exclusion modules can, of course, also be defined for general assortments.VerteilzentrumReference siteFilialeStore
5 Listing using the LayoutWB Mit der Listung über Layout kann jetzt garantiert werden, dass für einen neuen Artikel erst einmal Platz im Warenträger geschaffen wird und dann der Artikel in den Sortimenten gelistet wird, denen der betreffende Warenträger zugeordnet ist. Neuen Artikeln wird also zuerst in der Layoutbausteinversion eine Platzierung zugewiesen. Gelistet werden nur die platzierten Artikel im Warenträger; d.h. die Artikel in einer Layoutbausteinversion, die ein Facing > 0 besitzen. Der Listungszeitraum eines Artikels entspricht dabei dem Gültigkeitszeitraum der entsprechenden Layoutbausteinversion. In SAP Retail kann jeweils nur die erste zukünftige Layoutbausteinversion gelistet werden. Sobald diese dann aktuell wird, können für die nächste zukünftige Version Listungskonditionen erzeugt werden. Unabhängig davon können jedoch beliebig viele zukünftige Layoutbausteinversionen gebildet werden. Strukturierte Artikel wie z.B. Lots oder Displays werden dann nebst allen Komponenten gelistet, wenn mindestens einer dieser Komponenten im Warenträger platziert ist. Ein Artikel kann dabei in einem Warenträger nicht gleichzeitig als Einzelartikel und als Komponente eines strukturierten Artikels gelistet werden.Die Listung über Layout erfolgt anhand von Sortimentsbausteinen des speziellen Typs ,Regalbaustein" (siehe ). Diese werden aus den zu listenden Layoutbausteinversionen in Verhältnis 1:1 generiert: Der Regalbaustein enthält einen direkten Verweis auf eine Layoutbausteinversion und besitzt dessen zeitliche Gültigkeit. Ferner sind dem Regalbaustein die Sortimente zugeordnet, denen der Layoutbaustein zugeordnet ist
6 Listing via Manual Planning Executed during dialog planningMenu items forlisting executionlisting jobs display andlisting conditions displayIn Merchandise and Assortment Planning in SAP Retail, listing conditions for newly defined articles can be created from manual planning.To do this, a planning scenario is defined that determines the structure of the planning process and the scope of planning. Planning steps represent the significant elements of a planning scenario. Different planning step methods are provided. The most important method is manual planning. Using manual planning, plan data for selected key figures and planning levels can be entered and plan data can be calculated in freely definable entry screens (planning layouts).The planning characteristics article and assortment must exist to create listing conditions. The listing attributes, in particular, the attribute listing date can be used to determine the listing time period. The listing period is found from the Customizing settings for defining interfaces (planning horizon or planning attribute), whereby the listing period can also be entered directly.
7 Manual Maintenance of Listing Conditions Creation/Change oflisting conditionsof ONE articleOnly possiblefor one assortmentChange validityCreate new ConditionsWhen creating listing conditions manually the missing article master is generated automatically.Creation of listing conditions is only possible for one assortment and a single article.
8 Reposting After Incorrect Article Master Generation Creating article master data (MARC/MBEW/MARD) during the listing process leads to errorsLog entry made in the Sys.Log. If flagged in CustomizingDisplay article segments that cannot be generatedGenerate article segmentsCheck reference articleAutomatic generation of article master data during the listing process may fail if no suitable copy pattern can be found for the new article master segments.Most errors occur if the reference article of the merchandise category is not maintained sufficiently or the selected sites for listing are not maintained properly.These errors are logged in the Syslog and can be handled with 2 functions:Display article master segments that cannot be generatedEdit article master segments that cannot be generatedA treatment is only useful if the respective reference articles have been corrected.For the state of the reference article use the function consistency check for reference article (see also Unit 9).
9 Relisting via Changes of Master Data Select range of assortmentSelect master data change areaSelect date, listing options amd listing procedure for each change areaRead change documents matching the selection criteriaAffectetd articles are listed /discontinuedExecuteChanges in the master data for an assortment (for example, when an assortment grade is changed or a merchandise category is added or deleted) means that the relevant article listing also has to be corrected.Automatic assortment correction is triggered by the following changes to master data:Changes to the supplying sites assigned to an assortment via its assortment usersChanges to the source of supply key for an articleChanges to the assortment/merchandise category masterChanges to assortment classification dataChanges to the layout of the assortment or of the articles in the assortment or users assigned to the assortmentAutomatic assortment correction is not currently triggered by changes to listing data in the article master. If, for example, you change the assortment grade of an article and do not list the article manually in article maintenance afterwards, the article assortments will not be adjusted.
10 Article maintained in site Function Module USER_EXIT_NACHLISTUNG Subsequent ListingGoods ReceiptSubsequent listingNoNo Subsequent listingArticle maintained in siteManual DecisionYesFunction Module USER_EXIT_NACHLISTUNGGoods receipt can be postedArticles may arrive in a site for which they are not listed.E.g a supplier ships a newer article instead of an older one which he no longer carries. Or a promotional article is listed in the DC and shipped to a store.On site level you can specify how such receipts are handled:either allow the article and the system generates automatically the listing conditions and the master datadisallow the article and return the shipment to the sendermanual decision for each caseThis handling can be specified in the site master or the company structure in Customizing.The function module for subsequent listing is maintained in the Customizing.
11 Listing Data Model (1:1- Assignment) WRF1 Site DataWRS1 Assortment DataWRSZ Assortment UserSiteAssortmentWRF6 Site/Merch. Cat.WRS6 Merch. Cat. in Assort.If n:m assignment is active in the system, assignments of merchandise categories to sites are not transferred to the local assortment. This means that the assignment of merchandise categories to assortments (table WRS6) is independent of the assignment of sites (table WRF6). If the assignment of a merchandise category to a site is deleted, it is not copied to the local assortment.With n:m assignment it is possible to assign sites to reference sites. This means that a site has the same assignments to assortments as a reference site. If the assignment of a reference site to an assortment changes, this has repercussions on all other sites that reference the reference site.
12 Listing Data Model (N:M- Assignment) The listing data model for 1:1 assignment of sites to assortments differs from n:m assignment in two fundamental ways:1.) If n:m assignment is active in the system, assignments of merchandise categories to sites are not transferred to the local assortment. This means that the assignment of merchandise categories to assortments (table WRS6) is independent of the assignment of sites (table WRF6). If the assignment of a merchandise category to a site is deleted, it is not copied to the local assortment.2.) With n:m assignment it is possible to assign sites to reference sites. This means that a site has the same assignments to assortments as a reference site. If the assignment of a reference site to an assortment changes, this has repercussions on all other sites that reference the reference site.