new

Assortment Plan

Platform

Automated Cluster Groups

Assortment Planning – Update to Filtering by Channel and Cluster

We’ve made an improvement to filtering in Assortment Planning to give you more precision and control. Previously, when filtering by channel or cluster, the page returned all choices that matched any of the selected filter criteria—even if a choice was only partially associated.
With today’s update, you can now filter to a specific cluster or channel, and the results will include only the choices linked to that selection.
What’s Changed
  • Precise Filtering -
    Filtering by a channel or cluster now returns only the choices associated with that specific selection.
  • Automated Cluster Attribute -
    When filters are applied, the Automated Cluster attribute will display only the filtered clusters. Expanding details will still show all clusters associated with the choice, ensuring full visibility.
  • Accurate Aggregations -
    Metrics like sales and receipt plans will now reflect only the filtered clusters or channels, improving accuracy in reporting and decision-making.
  • More Efficient Edits -
    Line-level edits (such as overrides) will now apply only to the filtered locations, making mass updates faster and more targeted.
Screenshot 2025-08-20 at 10
Here is a video walk through.