How to Exceed in Merchandising - Right Plan, Product, Place, Price & Time

Merchandise Planning and Execution Suite

AX

Flexible, Scalable Retail Planning Solutions to Fit Your Needs

Your business is unique, so don’t settle for a one-size-fits-all solution. Our Exceed for Retail Suite is a highly scalable solution that grows with your business. Integrated with your Microsoft Dynamics AX solution, you can select components of the Suite or implement the entire solution. Flexible deployment options allow you to implement your solution on premise, in the Cloud or a combination of both.

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How to Exceed in Merchandising

The success of a retail business hinges on accu-rate forecasting and inventory planning that meets customer demands at the right time and place. Our Exceed for Retail Suite will help to do just that by delivering visibility into critical data needed to make better, faster decisions.

Exceed for Retail provides functionality for all stages of merchandising – from budget planning and demand forecasting to purchase planning, allocation and replenishment. The demand-driven solution is designed to let you plan assortments, optimise product allocation, develop effective pricing and mark-down strategies for faster sell-through, and accurately replenish inventory – all to reduce operating costs and increase sales. Exceed for Retail with Microsoft Dynamics AX is available on premise and in the Cloud. The solution combines three core modules including:

• Planning & Open-to-Buy Budget• Purchase Planning & Allocation• Product Forecasting & Replenishment

• Financial planning & forecasting• Open-to-buy budget• Category management• Assortment and space planning• Purchasing• Allocation• Pricing and mark-down• Replenishment

Key Functionality

• Enhanced, more accurate forecasting• Improved accuracy of allocation

modelling• Reduced inefficiencies in the end-to-

end business processes• Increased sales/margins through

optimised inventory and pricing

Key Benefits

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• Plan sales, margin and spend by category/store

• Historical data and comparisons • Lock in budgets together with

periodic re-plans• Links to the buy plan for validation

Planning & Open-to-Buy Budget

The Open-to-Buy module provides the ability to increase your financial control by enabling merchandise planners to better manage inventory investment through the development and refinement of open-to-buy plans. Using historical sales data, you have the flexibility to create budgets at your required level, such as category and retail channel and for your required periods. Open-to-buy budgets are then tracked against actual purchases and sales.

Merchandise Forecasting

Open-to-Buy Budget

Assortment Planning

Plan Execution & Control

Demand Forecasting

Replenishment

Store Allocation

Channel Allocation

Purchase Planning

PO Generation

Exceed for Retail: Merchandising Planning and Execution Suite

Key Functionality

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Purchase Planning & Allocation

The Purchase Planning and Allocation module provides the core functionality to execute the purchasing and allocation phase of your global merchandise plan. It allows merchandise planners to build purchase orders to fulfil the plan; then buy and allocate inventory to different stores or warehouses using built-in business logic that includes store grading and allocation modelling, historical sales, and external factors such as climate and culture. Buy plans are created and validated directly from an open-to-buy budget. Products and variants can be selected in real time allowing for the planning of multiple products at the same time.

• Store grading and allocation modelling• Buy plan management• Purchasing: Pre-order and PO

generation• Allocations• Mark-down sales

Key Functionality

Allocation and Pre-packsBased on your overall allocation, Exceed for Retail will dynamically propose pre-packs to optimise the handling of your merchandise.

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Buy Plan WorksheetExceed for Retail generates your purchase requirements by creating new products or bringing in existing items for a specific season.

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Product Forecasting & Replenishment

The Product Forecasting and Replenishment Module simplifies the projections of demand estimates using your pre-defined retail cycles. Providing insight into historical sales data of specific products or categories, this module allows you to plan for sufficient inventory replenishment. Within each retail period simple logic is employed to predict stock-on-hand figures for stores and replenishment warehouses. Current and past performance data is used to calculate forecast sales. Variance percentage as well as store and distribution centre forward coverage can also be incorporated to manipulate forecast amounts that ensure the desired product coverage at the right place and the right time.

• Product forecasting based on performance data

• Variance percentages• Store and warehouse forward coverage• Replenishment

Key Functionality

Demand Forecast InputExceed for Retail provides a historical view giving you the ability to incorporate additional factors before generating your future forecast.

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Demand ForecastBased on the input, Exceed for Retail suggests a forecast that provides quantities on-hand, by store, and by warehouse. This data can be compared to the historical on-hand for the forecast period.

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About UXC Eclipse

UXC Eclipse is the global winner of the Microsoft Industry Partner of the Year 2015 – for Retail. A Microsoft Dynamics ERP Gold Partner. UXC Eclipse is the Retail ERP Specialist and preferred implementation partner for large and complex retail solutions. UXC Eclipse offers applications business consulting & project management, applications development, corporate performance management and business process management.

Speak to UXC Eclipse about how their integrated Microsoft Retail offerings are delivering true omni-channel retailing with mobile POS, full e-commerce, merchandising, retail warehouse management and logistics and the highest levels of customer service.

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Australia1300 660 471info@uxceclipse.comwww.uxceclipse.com.au

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