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Follow up on the latest improvements and updates.

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new

Merchandise Plan

Item Plan

📅 Format Month, Quarter and Season Rows With Conditional Formatting

What's new
Conditional formatting rules can now target a time frame. Underline every month row, shade your quarter totals, or highlight season columns without touching the weeks around them.
The New Formatting Rule dialog with Month chosen under Time Frames, is anything as the condition, and a navy top and bottom border with a pale blue fill and bold, while the live preview shows only the Month 1 and Month 2 columns formatted
What you can do
  • Pick the time frames a rule applies to:
    Choose Week, Month, Quarter, Half, Year, Season, Total or a relative time frame such as Month to Date in the new Time Frames picker.
  • Format whole rows:
    With time frames on rows, a Month rule formats every column of each month row, so month subtotals stand out from the weeks.
  • Format just those columns:
    With time frames on columns, the same rule formats only the month columns.
  • Draw a line above and below:
    Two new border options, Top and bottom and Left and right, frame a row or a column in one rule.
Why it helps
  • Find the month and quarter subtotals in a long weekly plan at a glance.
  • Recreate the subtotal lines your team is used to from spreadsheets, and they carry into Excel exports.

new

Merchandise Plan

🔀 Combine Different Fields with Or in Merchandise Plan Filters

What's new
Each condition in an advanced filter group can now use its own field. Show everything that is Denim or Northfield in one filter, instead of only Denim or Outerwear.
The Filters menu with an Or group where the first condition is Department is Denim and the second condition's field picker is open on Brand, next to a Merchandise Plan grid listing every Denim row plus the Northfield rows from other departments
What you can do
  • Pick a field per condition:
    Click the field name on any condition in a group and choose another one from the searchable list.
  • Combine fields with Or:
    Match rows where Department is Denim or Brand is Northfield, which two separate filters can't do since they always narrow each other.
  • Save it with the view:
    A mixed group is saved and reloads like any other filter.
Why it helps
  • Build the exact set of rows you plan against in one filter, without creating a new attribute for it.
  • Fewer saved views that exist only to cover an Or across two fields.

new

Allocation

⏳ Minimum Presentation Weeks in Allocation

What's new
Allocation strategies can now stop holding a store's presentation minimum after a set number of weeks. When a store's window ends, it gets transfers for its forecasted demand only.
Allocation Strategies with the Minimum Presentation Weeks column set to 8 on a strategy, and its Allocation Strategy Overrides tab below, where every store follows the strategy's 8
What you can do
  • Set how long the minimum applies:
    Enter
    Minimum Presentation Weeks
    on a strategy, per store in
    Allocation Strategy Overrides
    , or per size in a presentation profile. Each store's window starts on its own start date.
  • Fill it in bulk:
    Set it in Allocation Defaults, add a
    minPresentationWeeks
    column to your strategy import, or seed each store's value from its cluster offering in Assortment Plan.
  • Check every transfer:
    Destination Minimum Presentation Units
    and
    Destination Maximum Presentation Units
    drop to 0 on transfers that arrive after a store's window ends.
Why it helps
  • Launch with full presentation, then stop sending presentation units late in a product's life.
Read more in Minimum Presentation Policies in Allocation in the Help Center.

improved

Assortment Plan

📋 Size Range Paste Copies Size Cluster Overrides

What's new
When you copy a choice's Size Range in Assortment Plan and paste it onto other choices, its Size Cluster overrides now come along. The Size Range column also shows which sizes each choice excludes.
Size Range column in Assortment Plan with excluded sizes struck through after the Wholesale and A clusters
What you can do
  • Copy overrides with a paste:
    Paste a Size Range cell onto other choices and save. Size curve overrides and excluded sizes copy on every cluster the two choices share, so you set them up once.
  • Keep the target's own clusters:
    Clusters only the target choice has keep their overrides and Size Ranges.
  • See excluded sizes in the grid:
    Excluded sizes show struck through after each cluster's Size Range, like Store Grade A: XS-XXL with M crossed out.
  • Filter and export by them:
    Filters, the quick filter and exports read the cell as "Store Grade A: XS-XXL (excl. M)", so you can find every choice that drops a size.
  • See edits right away:
    Save or delete overrides in the Size Cluster tab and the column updates without a reload.
Why it helps
  • Roll one choice's size setup out to a whole line without opening the Size Cluster tab on each choice.
  • Spot which choices skip a size, and in which cluster, straight from the grid.

new

Assortment Plan

🔷 Information Status for Choice Notes

What's new
Choices now get an
Information
status for notes that need no action. It shows as a navy bar in the Choice Plan grid and a navy chip in the Choice Status panel. The first note to use it explains which sizes your size ranges excluded from a Choice, and why.
What you can do
  • Spot notes in the grid:
    Look for the navy bar, then click the row to read the note in the Choice Status panel.
  • Filter on it:
    Pick
    Information
    in the
    Status (Choice)
    filter. Choices whose only note is an Information note now sit under
    Information
    instead of
    Calculated
    .
  • Read the status order:
    Information ranks below
    Input Required
    and above
    Completed
    , so it never hides something that needs your attention.
  • See matching colors:
    Status chips in the panel now use the same colors as the bar.
Why it helps
  • A note that is not a problem no longer reads as a warning.
  • Real warnings and errors stand out, because they are not mixed in with notes.
Read more in Choice Status Panel in the Help Center.

improved

Assortment Plan

🧭 A Tidier Choice Status Panel

What's new
The Choice Status panel has a cleaner layout. Every row fits on one line, each row's color shows its status, and all row actions are in one menu.
The Choice Status panel with one-line rows, colored status bars and the ⋯ menu open with Ignore and Details
What you can do
  • Find every action in one menu:
    Click
    ⋯
    in the new
    Actions
    column to
    Ignore
    or
    Undo Ignore
    a status,
    Retrigger
    an async task or open its
    Details
    . Right-click a row for the same actions.
  • Read status at a glance:
    The colored bar at the left of each row shows its status. Hover over it to see the status name.
  • See the full text when you need it:
    Long operation names and messages are shortened to fit one line. Hover over them to read them in full.
Why it helps
  • Scan all validations and async tasks for a Choice without rows stretching across the panel.
  • One place for every action, whether you prefer the menu or a right-click.
  • With less clutter, the statuses that need your attention are easier to spot.
Read more in Choice Status Panel in the Help Center.

improved

Allocation

🎯 Size Curve Warnings That Respect Your Size Range

What's new
Allocation strategies no longer warn about sizes you've left out on purpose. When a strategy has a Size Range, only the sizes inside it are checked against the size curve, so a choice that carries more sizes than you allocate stays clear.
What you can do
  • Limit a strategy to the sizes you allocate:
    Set a
    Size Range
    on the strategy, or on individual locations in its overrides. Sizes outside it no longer trigger the warning on the
    Size Curve
    cell or turn the strategy
    Warning
    (yellow) after it runs.
  • Still catch real gaps:
    A size inside the range that's missing from the size curve still shows the warning. If none of the sizes in the range are in the curve, the strategy shows an error, since there is nothing it can allocate.
  • Keep every size in play where you need it:
    If any location has no Size Range, every size of the choice is checked, the same as before.
Why it helps
  • The warnings you see are the ones worth acting on.
  • Strategies for choices with extended or discontinued sizes stay green once you set the Size Range.
  • The cell warning and the strategy status now agree, so you don't have to cross-check them.
Read more in Allocation Strategy Status in the Help Center.

improved

Assortment Plan

Wholesale

📦 Flow Bookings to Sales by Account

What's new
Flow Bookings to Sales now lets you set a different rate and weeks for each wholesale account, and flow them all in one go. Before, every account in a flow shared one rate, so you opened the popup once per account.
The Flow Bookings to Sales popup with three wholesale accounts checked, one flowing different weeks at 80% and one at 150%, next to the gross sales plan each one gets
What you can do
  • Set a rate per account:
    Every Bookings Enabled cluster in your selection has its own row with an editable Rate %, starting at 100%.
  • Pick default weeks once:
    Choose the weeks at the top of the popup and every account uses them.
  • Change the weeks for one account:
    Click an account's Time Frame to give it its own weeks. Use Default puts it back.
  • Choose which accounts to flow:
    Check the accounts you want, or use the header checkbox to select them all. Nothing is checked when the popup opens.
Why it helps
  • Flowing ten accounts at ten different rates takes one click of Flow instead of ten trips through the popup.
  • You see every account's rate and weeks side by side before anything is written to the plan.
Read more in Flow Bookings to Sales in Assortment Plan in the Help Center.

improved

Assortment Plan

📈 Promotions and Events on the Visualization Chart

What's new
When you plot a metric in the Assortment Plan detail panel, the chart now shades every week that has an active promotional causal or event. You can see where a lift came from without leaving the chart.
A Gross Sales Units chart with shaded promotion and event weeks, a tooltip listing the Fall Kickoff promo and the Labor Day Weekend event, and the pinned detail card with links
What you can do
  • Spot promo and event weeks at a glance:
    Promo weeks are shaded blue, event weeks purple, and weeks with both teal. The colors match the triangles in the grid's column headers, and a key next to the chart legend names them.
  • Hover for the short version:
    Hover a shaded week to see each promotion with its lift and discount, and each event with its lift, right under the week's value.
  • Click for the full details:
    Click a shaded week to pin the same card you see on the column header: dates, lift, discount and application rules. Use the link icon to open the promotion or the Events page in a new tab.
Why it helps
  • Explain a spike or dip in the chart without switching to the grid headers or Settings.
  • Check that a promotion lines up with the weeks it was meant to cover.

improved

Allocation

📍 Store-Level Values in Allocation Defaults

What's new
Allocation Defaults can now carry different values for individual stores. Set a store's safety stock, order cycle, size range or minimum presentation once on the default, and new strategies built from it start with those store values.
Location Overrides panel open under the Allocation Defaults list, showing Safety Stock and Order Cycle for each store, with three overridden cells marked
What you can do
  • Set store values on a default:
    Right-click an Allocation Default and choose
    Edit Location Overrides
    . The panel lists every store in the default's location list. Stores you don't change keep the default's value, shown dimmed.
  • Get them on new strategies automatically:
    Store values are copied into a strategy's location overrides when you activate a choice, import strategies, seed from Assortment Plan or run
    Apply Defaults
    .
  • Keep the strategies you've already tuned:
    Editing a default's store values later doesn't change existing strategies, and
    Apply Defaults
    keeps store values you've already set.
Why it helps
  • Stores on a different rhythm, like a low-volume store on a longer order cycle, no longer need a manual edit on every strategy.
  • New strategies start with the right store values, so there's less to fix after each activation or import.
Read more in Allocation Defaults in the Help Center.
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