💡In this article you will learn about:
What sort of data you can add to the Range Plan
The process of adding data to the Range Plan manually & in bulk
The templates (available at the end of the article) you can download to create your options in Excel
👉 The upload templates are available to download at the end of this article!
What sort of data can I add to Plan View?
Plan View can house a variety of information such as:
Product code - we recommend setting this up in the format of Style Colour Code e.g. 12345-GREEN.
Delivery date - traditionally our users use this for intake delivery date, however, you may also use this to track into-store date or a launch date depending on your use cases. Alternatively, you can set up additional date fields following these steps.
Product hierarchies & attributes - colour or category etc. Please follow these steps to set up your hierarchies & attributes before loading your ranges.
Workflows - your critical paths. Please follow these steps to set up your workflows before loading your ranges.
Allocations - please follow these steps to set up your locations before loading your ranges.
Size Curves - please follow these steps to set up your size curves before loading your ranges.
Tech pack - you can attach any document against a product drop. Please note this feature is not available via Bulk Update.
How do I add data to Plan View?
There are 2 ways to add data and product drops to the Range Plan:
🔨 Manual Creation
🔨 Manual Creation
1. Navigate to the Add Data button
2. Select Create a single product
3. Start filling out key information i.e. delivery date, product code & product name
Note: The app will not count a style as a "product count" until you added a unique product code to the drop.
You can also upload your images, drag & drop your photo by clicking on the image box or choose a placeholder sketch &manage your images by clicking on the three dots in the upper right corner.
4. Save your work and voila!
⚒️ Bulk Creation via Excel (xlsx / xls)
⚒️ Bulk Creation via Excel (xlsx / xls)
Navigate to the Add Data button, click on Create multiple products from file
You can download a reference template in the first step by clicking on Templates
If you are building your upload template, make sure these required fields are present in your Excel file:
Product Code (can be dummy codes)
Delivery Date (can be dummy dates, this field is required if you are wanting to see drops allocated to the correct month)
Allocation (if applicable)
Size curve names (if applicable)
Select your options to create:
Buy units by location
Buy units by size
Or click Next to skip
Select your Excel file and click Next
If your file has multiple sheets, click on the Worksheet selection drop-down and select the sheet you are uploading.
Match your headers in Excel to the corresponding fields and click on Create Products.
Note:
You may leave some fields blank if you don't wish to upload them at this time.
If you are uploading a Size Curve Name, make sure the Size Curve name matches what you have set up in Manage Size Curves in settings. Check out this article for more details.
If you are uploading an Allocation, make sure the Allocation name matches what you have set up in Manage Locations in settings.
Got any questions? Feel free to reach out to our in-app chat for assistance 🤩