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.