JDA Assortment Optimization Transform assortment & space ...
Base Item Assortment Winter Sports Motor Sports All Stores Northeast Region Stores Large Stores.
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Transcript of Base Item Assortment Winter Sports Motor Sports All Stores Northeast Region Stores Large Stores.
Microsoft Dynamics® AX 2012 for Retail: Key Improvements in Merchandising Jeff BlucherProgram ManagerMicrosoft
CSAX37
Managingproducts
Which products where?
Discounts and promotions
Store-specific pricing
Session focus
Category hierarchies
Key benefitsGrouping “like” items
Navigation and lookupDynamic reference (discounts, assortments, loyalty, etc.)Reporting
Product maintenance Defaults by categoryUpdate by category
Category hierarchies
Microsoft Dynamics AX for Retail 2009Retail hierarchy is fixed at four-level deepLimited product defaultsLimited adoption/utilizationSpecial groups are flat “containers”
Microsoft Dynamics AX for Retail 2012Uptake of “Category framework” core concept
N-levels deepMultiple hierarchiesImproved product maintenanceCustom category and product attributesUtilized throughout the system
Category hierarchies
Types of retail hierarchiesRetail product hierarchy
Main retail merchandising hierarchySet default properties for new productsUpdate properties of existing productsCan only contain Products and Product masters
Supplemental hierarchiesAllows for any number of hierarchiesCan contain Products, Product masters, Variants, and references to other categories
Category hierarchies
Product maintenanceSet key default properties for “like” items
Modify properties at the category level
Ability to set values across legal entities
Products
Retail product propertiesIn addition to core product properties Retail adds additional fields to Products and Released Products
Products
Variant groupsAllows user to create reusable sets of Sizes, Colors, and Styles
Weights are used to determine ordering quantities
Ability to set identifier forbar code generation
Key improvementsAdditional invocation pointsPurchase order, Sales order, transfer order, counting journal
Support for global or releasedproducts depending on invocation point
Support for dimensions display
Ability to set quantity
Variant matrix selection dialog
Add products
Key improvementsPivot the columns across up to four dimensions (size, color, style, configuration)
Filter by dimension values
Sort by any column
Allows checkbox or quantity entry
Support for “select all” and“paste to all”
Variant selection
Key improvementsAllows bulk product updates across product categories
Worksheets can be saved and resumed prior to posting
Changes can be validated prior to posting
Added support for price and date formulas
Mass update worksheet
What are assortments?Determines product availability for each store/channel
Utilize groups of products and channels for easier management
A store’s overall product mix is determinedby one or more assortments
AssortmentsBase Item
Assortment
Winter Sports
Motor Sports
All Stores
Northeast Region Stores
Large Stores
Key improvementsUptake of products, categories, organizational model
Define assortments across multiple channels
Ability to exclude products
Draft vs. published states
Improved visibility
Assortments
Catalog management
Attributes frameworkAbility to define engaging enrichment experience via user-definable attributes
Centralized category managementAbility to centrally manage category hierarchies for various industry usage scenarios
Centralized retail catalog managementAbility to centrally manage retail catalogs that are targeted for channels
Attributes frameworkAttribute typeData type, units, Bounded, Enumerations
Attribute groupCollection of attributesAssigned to categories and channels
AttributeDefine characteristics of productsCan be part of multiple attribute groupsProducts inherit attributes upon categorization and upon targeted for channels
Process flowDefine Retail
Category Hierarchy
Define Products
Define Assortments
Create Catalog
Add ProductsAttribute Values
Related Products
Add ChannelsNavigation Category
Category manager
Category manager
Category manager
Catalogmanager
Retail price groupsChannels have price groups assigned
Trade agreements Channel and customerFalls back to base sales price on product
Price adjustmentTemporary price reduction with special conditions
Price servicePoint of Sale, Commerce Runtime, sales order
Price calculation
Product price
Trade agreement
$10
Base sales price$9
Product price$10
Price adjustment
$8
Product price$8
Line discount
10%
Retail discount
20%
Product sales price
$6.40
Retail discounts
DiscountPercentage, amount, specific unit price
Quantity discountPercentage, specific unit price
Mix and match discountPercentage, amount, deal price, least expense, line-specific
Discount periodSpecific days, time periods
Concurrency rulesExclusive, best price, compounded
Periodic discounts
Discount B20%
Discount A10%
Sales price$6.40
Best price
Discount B20%
Discount A10%
Sales price$5.76
Compounded
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© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.