Assortment Planning Sheet

Write down the quantity of each variant before agreeing to an assortment. A total quantity alone does not describe the range the store expects to receive.

Complete your working record

Name the group being planned.

List exact sizes, colors or designs.

Give a separate number for every selected option.

Reconcile the variant quantities with the order total.

State which alternatives need review.

Note whether the same variants must be available again.

Using This Record

Use the same variant references on the quotation comparison and receiving record. This makes it easier to identify a delivery that has the correct total but the wrong distribution.

Include a date and product or order reference when saving the record. Keep any related quotation, specification and confirmation with it so another member of staff can follow the purchasing discussion.

Related Information

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