Define the planning year, retail calendar, and sales history used to build the OTB plan. This creates a clear foundation tailored to the retailer’s planning cycle
Add team members and assign the appropriate access level for reviewing or updating the plan. This keeps collaboration organized while protecting key settings and ownership controls
Choose which planned values should guide months that are still open, including sales, markdowns, on-order inventory, and IMU. Closed months remain based on actual or previously saved results
Choose which planned values should guide months that are still open, including sales, markdowns, on-order inventory, and IMU. Closed months remain based on actual or previously saved results
