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For Merchandise Planners

Stop Reconciling Files.
Start Managing the Season.

Merchandise planners at apparel brands spend the most valuable weeks of the planning calendar managing disconnected files instead of managing the season. OTB, assortment, buy plan, and allocation live in separate spreadsheets — connected by manual reconciliation that breaks every time something changes.

RetailNorthstar connects OTB, assortment, buy planning, and allocation in a single model. When something changes, the plan updates — not the reconciliation queue.

The planning work that consumes the most time adds the least value

Every hour spent on file reconciliation, version control, and formula repairs is an hour not spent analyzing performance, identifying carry-over candidates, or managing in-season signals.

Pre-season reconciliation takes days, not hours

The week before line review, you are manually cross-checking OTB against the assortment plan against the buy quantities — in three separate files. Formulas break. Someone updated a tab and forgot to tell you. You find the error at 10pm the night before the meeting.

OTB updates don't cascade — you have to chase them

When a style gets cut or a depth target changes, the OTB file doesn't update automatically. You have to catch it, recalculate the period-level receipt plan, update the summary tab, and then re-send the file to the buying team. Meanwhile, they're still working from the previous version.

Carry-over decisions are made from memory, not data

Prior-season sell-through is buried in a separate hindsight file — if it was built at all. When the carry-over decision window opens, you're pulling data from two seasons ago because last season's hindsight still hasn't been finalized. Carry-over criteria end up being judgment calls instead of data-driven decisions.

In-season, you're always one step behind

Sell-through updates come from a weekly exports, sometimes with a 5-day lag. By the time you see that a key style is tracking 20 points below plan, the markdown window has narrowed and reallocation isn't possible. You're reporting on history instead of managing the season.

Built for how merchandise planners actually work

Live OTB — not a recalculated file
OTB updates automatically as assortment and buy decisions are made. When a style is added, removed, or re-weighted, the period-level receipt plan adjusts in real time. There's no "re-sync" step before line review.
Hindsight data in the planning workflow
Prior-season sell-through by style, color, and size is available inside the planning workflow — not in a separate hindsight file. Carry-over decisions are made with performance data visible, not reconstructed from memory.
Size curves connected to buy quantities
Size curves built from actual sell-through history apply at buy time. When total depth changes, size-level quantities update automatically. The curve is the plan — not a separate reference tab you manually multiply out.
In-season actuals updating the forward plan
Current-season sell-through data updates your planning view as it comes in. Stockout signals, underperformers, and reallocation opportunities surface in the planning system — not just in a weekly report.
Single version of the plan
There is one plan. Not a planning file, a buying file, an allocation file, and a reconciliation file. Every decision — assortment, depth, channel split, receipt timing — lives in the same model. The buying team works from the same data you do.
Seasonal structure native to the platform
Spring and Fall are managed as separate financial models simultaneously. Carry-over styles span season boundaries with their performance data intact. Pre-season and in-season deliveries are scheduled against the season's OTB, not tracked manually.

How RetailNorthstar fits into your season

01
Set season OTB by department
Establish the receipt budget before assortment work begins. Planned sales, IMU targets, and EOP inventory translate directly into the OTB framework — no separate financial model to build.
02
Pull hindsight for carry-over review
Prior-season STR, size performance, and margin contribution are available inside the planning workflow. Apply carry-over thresholds and mark qualifying styles — the assortment builds from data, not intuition.
03
Build the assortment with OTB guardrails
As styles are added and depth targets are set, OTB remaining updates automatically. The financial implication of every assortment decision is visible in real time — before the line is locked.
04
Review before the buy
Pre-buy reconciliation is a confirmation step, not a discovery process. Total planned cost vs. OTB, channel split against targets, and size curve coverage are all visible in one view.
05
Track in-season against the plan
Actual sell-through updates the planning view as the season progresses. Signals surface during the selling window — while action is still possible.

Questions from merchandise planners

How long does it take to migrate from spreadsheets to RetailNorthstar?

Most merchandise planning teams are live in weeks. The onboarding process starts with your current OTB structure — we map your department hierarchy, period calendar, and existing size curves into the platform. Historical sell-through data is imported for the hindsight layer. The buying team can be working in the live system before the next line review.

Does RetailNorthstar replace the Excel files or integrate with them?

RetailNorthstar replaces the planning file stack — OTB file, assortment file, buy plan, allocation tracker. It does not integrate with or sync to Excel files. The goal is one connected model, not a better-linked spreadsheet. Teams that have tried the hybrid approach (keeping spreadsheets but syncing data to a system) find the reconciliation overhead is similar to the original problem.

How does RetailNorthstar handle the carry-over decision process?

Carry-over candidates are evaluated against configurable thresholds — minimum STR%, margin contribution, size availability. Prior-season performance data for each carry-over candidate is visible inline during the assortment review. Styles that meet the threshold are flagged for continuation; those that don't are marked for replacement. The result is a carry-over decision log that's data-backed, not a list of style numbers someone wrote down.

Related

Built for how merchandise planners work.

See how RetailNorthstar connects OTB, assortment, buy planning, and allocation — with a rapid onboarding that starts with your existing season structure.