Assortment Planners

The Assortment Planners list view allows you to create, manage, delete and archive assortment planners.

Create an assortment planner, which determines the optimal selection of products for your customers.

Once you have created an assortment planner, you can review it.

An assortment planner with attachments can be emailed to your buyer directly from the Sales App.

Rather than creating a new assortment planner from scratch, copy an existing assortment planner and make the necessary changes.

Create an order from an assortment planner.

If you no longer require an assortment planner, you may wish to archive it.

You may wish to delete an Assortment Planner permanently.