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Merchandise financial and assortment planning

Plans that hold up to the season.

Planning brings financial and assortment plans into one model, from pre-season through in-season, with open-to-buy your finance team can trust.

The problem

“The plan was out of date the week the season started, and it lives in a hundred spreadsheets.”

What Planning does

  • Financial planningTop-down and bottom-up plans reconciled in one place.
  • Assortment planningWhat to carry, where, and in what depth.
  • Pre-season and in-seasonPlan, then reforecast as the season actually happens.
  • Open-to-buyGoverned open-to-buy tied directly to the plan.
  • ScenariosRun what-ifs before you commit.
  • One data modelPlans share the same product and location data as everything else on ONE.
The dial for planning

As much AI as you want. Or none.

Your team does the work.Planners build and reforecast plans.
AI recommends. People approve.AI proposes forecasts and reforecasts, and a planner accepts or edits them.
AI acts inside your limits.In-season reforecasts within your tolerance update on their own, and anything outside it is flagged.

Set on the ONE Platform, reversible at any time, with every change logged.

Why it matters

A plan is only as good as its last update.

Most planning teams rebuild the plan in spreadsheets every week. Planning on ONE keeps one live plan, tied to the same product and location data as allocation and pricing, so a change in one shows up in the others.

Start small

Where most teams begin

Start with one plan type, financial or assortment, for one division.

Add the rest when it earns its place.

Runs on ONE

What Planning inherits from the platform.

  • Shared product and location data
  • Workflow and approvals
  • Audit trail
  • Integrations
  • The AI dial
Not ready to change systems?

See where last season’s plan missed.

A free WaveAgent diagnostic runs on the data you already have. Send five standard exports, or as much data as you can share. Nothing to install. You get a ranked list of findings, each sized in dollars.

From WaveAgent, our sister company. Opens in a new tab.

Talk to us about Planning.

Tell us how you run it today. We’ll show you the application, where most teams start, and how the dial works for your process.