Industries/Retail

Allocation plans that start from your own rules.

A retail planning team now starts each allocation plan from recommendations based on its own rules, then reviews and approves the result. What took hours now takes minutes.

10 to 15 minto prepare an allocation plan
3 to 4 hit used to take
7retail packages in the library
Every planreviewed and approved by a planner
IN THE PRODUCT

One project for the whole planning team.

Pick a point on the left to see where it lives on the screen. Every screen shown here comes from the Clidey ERP demo project.

APP.WHODB.COM / APPS / ALLOCATION-PLANNERDARK
1The allocation plan
HOW IT WORKS

How a plan comes together now.

01
Demand comes inStore demand and stock positions are connected from the systems that hold them.
02
Rules are appliedThe team's own allocation rules run as functions.
03
A recommendation appearsPlanners start from a recommended plan instead of a blank sheet.
04
Review and approveA planner checks, adjusts and approves the result.
PACKAGES

Retail building blocks, ready to install.

The Retail packages cover foundation entities, commerce and customer, fulfilment, inventory optimisation, demand and buying.

✓Retail Foundation✓Retail Inventory Optimisation✓Retail Demand and Buying
Package library7 RETAIL
RFRetail FoundationShared retail entities0.1.1
RARetail Data and AI10 functions, 12 entities, 8 transforms0.1.1candidate
RIRetail Inventory OptimisationStock, allocation and replenishment0.1.1
RDRetail Demand and BuyingDemand signals and buying plans0.1.1
RURetail FulfilmentFulfilment entities and transforms0.1.1
ENTITIES

Stock and demand in one model.

Inventory snapshots and allocation recommendations are entities, so apps, functions and the agent all read the same numbers.

✓Inventory snapshot✓Allocation recommendation✓Sample rows on every entity
Allocation RecommendationSAMPLE ROWS
STORESKUON HANDRECOMMENDED
Store 01SKU 104218+24
Store 02SKU 104241+6
Store 03SKU 10427+30
Store 04SKU 1042550
Store 05SKU 104212+18

What it changes for each team

PLANNERSMinutes, not hours.Start from a recommendation and spend the time on judgement, not copying data.
MERCHANDISINGRules you control.Allocation follows the rules your team writes, not a black box.
STORESStock where it sells.Plans reach stores faster and reflect current demand.
THE DETAILS

For the people who will ask.

The specifics your architects and security reviewers will want before a rollout.

TIME PER PLAN10 to 15 minutes, down from 3 to 4 hours
RULESThe team's own allocation rules
APPROVALPlanner review on every plan
PACKAGESSeven retail packages in the library
DATAConnected in place from existing systems
DEPLOYMENTWhoDB Cloud or Managed Private
RETAIL / INVENTORY PLANNING10 to 15 min
To prepare an allocation plan, down from 3 to 4 hours.A retail planning team now starts from recommendations based on its own rules, then reviews and approves the result. Customer details are anonymized in the published story.

Common questions

No. Planners start from a recommendation and review and approve every plan.

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