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Merchandising Planning

Merchandising planning is the process by which apparel brands set financial guardrails, build seasonal assortments, manage size curves, and plan carry-over decisions. In most mid-market brands, these processes live in separate spreadsheets that require days of reconciliation before every buy review. RetailNorthstar connects OTB, assortment, size planning, and demand forecasting in a single data model — so the plan is always current and every decision cascades automatically.

What Merchandising Planning covers

OTB auto-reconciled by channel/dept/season
Open-to-buy budgets that update in real time as assortment and buy decisions are made.
Assortment planning constrained by OTB
Every assortment decision is checked against the OTB ceiling — no more over-buying surprises.
Seasonal planning (pre/in/carry-over)
Manage pre-season plans, in-season adjustments, and carry-over analysis in one workflow.
Size curve management from sell-through data
Generate and refine size curves using historical sell-through at the style and category level.
Demand forecasting
AI-informed demand signals that feed directly into assortment and buy quantity decisions.
Margin scenario modeling
Model margin outcomes across different assortment and pricing scenarios before committing.
Hindsight analysis in the workflow
Prior-season performance data surfaces at the point of decision — not in a separate report.
Carry-over decision support
Compare continuing styles against new introductions using sell-through, margin, and inventory data.

Connected to the full planning workflow

Explore Merchandising Planning in depth

Merchandising planning questions

How does OTB connect to assortment automatically?

In RetailNorthstar, OTB budgets and assortment plans share the same data model. When you set an OTB budget by department, channel, and season, the assortment plan inherits those constraints automatically. Every style you add to the assortment is checked against the OTB ceiling in real time — no manual reconciliation spreadsheet required.

Can I manage size curves from historical sell-through?

Yes. RetailNorthstar analyzes prior-season sell-through data at the size level and generates recommended size curves for each style or category. You can accept the recommendation, adjust it manually, or override it entirely. The system learns from each season to improve future size recommendations.

How does carry-over analysis work?

Carry-over analysis in RetailNorthstar compares continuing styles against new introductions using sell-through velocity, margin contribution, and inventory position. The system flags styles that are candidates for carry-over and shows the financial impact of keeping versus dropping each one — so you make the decision with full context, not gut feel.

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See OTB, assortment, and buy planning connected in one workflow.

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