The document outlines the objectives and processes of retail allocation 2.0, focusing on optimizing supplier purchases and deliveries to enhance sales and customer satisfaction. It details the allocation process, including inventory identification, location targeting, and execution, while highlighting benefits such as improved productivity and profit margins. Key features include analytics tools, a pivot grid control, and integration with ERP systems for efficient management of inventory across multiple store locations.

1. Retail Allocation 2.0
MEGAN KELLER

2. Objective
• Learn how Allocation 2.0 optimizes supplier purchases and
delivery across your entire retail organization.

3. 1. SPI Buyer Overview
2. Allocation Process
• Identify inventory to allocate
• Identify locations to receive merchandise
• Execute Results
3. Benefits
CONTENTS PAGE

4. SPI Buyer
Allocation
Purchasing
Assortment Planning
SPI Retail Suite

5. Allocation
What
• Determine the
optimal spread of
inventory across all
store locations.
Why
• Improve sales and
customer
satisfaction
• Fewer stocks-out
and lost sales
• Higher gross
margin due to
fewer markdowns
How
• Access to historical
& trend data
• Multiple allocation
methods
• Blend performance
data

6. Key Features
Quick/Efficient
Embedded
analytics
Blend
Performance
Data
Pivot Grid
Control
Visibility to
inventory
ownership
Multi-
Warehouse
Allocate from
multiple
sources
Utilize product
& location
attributes
Integration to
ERP

7. Screen Concepts
1. Analytics Engine
2. Pivot Grid Control
3. Single screen philosophy

8. Allocation Process
1. Identify
inventory to
allocate
2. Identify
locations to send
merchandise
3. Execute
Results

9. Create an Allocation
• Get started by defining:
• Allocator ID
• Allocation Method
• Smoothing Method
• Description

10. Select Items
• Lists all Receipts, ASN,
Back-stock
• Filter & search items
• Selection options
• Create views

11. Allocation Data
• Visibility to warehouse & anticipated stock ownership.
• Holdback Stock - Qty vs. Qty to Alloc
• Save Views

12. Pivot Grid Control
• Consistent across all
modules
• 2-dimensional view of
fields
• View allocation data
at any level
• Client specific fields

13. Allocation Process
1. Identify
inventory to
allocate
2. Identify
locations to send
merchandise
3. Execute
Results

14. Selection Set
• Load/Save Sets
• Store List & Rules
• Define Weightings:
• Hierarchy
• Modeling
• Measure
• Time
• Attributes

15. Selection Set
• Utilize profitable sales metrics to
evaluate stores
• Blend historical & trend
timeframes

16. WOS
•Specify a desired
weeks of supply
•System calculates the
quantity to allocate to
satisfy those objectives

17. Store Modeling
•Auto populate with
nightly feed
•Manually apply
within screen
•Lift Pct.

18. Min/Max
•Maintain minimum
stock levels
•Define min/max
by Store or Rank

19. Allocation Process
1. Identify
inventory to
allocate
2. Identify
locations to send
merchandise
3. Execute
Results

20. Allocation Results
• Store/Size level
breakout
• Tweak, Reject,
Resubmit or
Release

21. Allocation Scheduler
•Schedule
allocations to
run after hours
•Ongoing Items
•Maintain min
stock level by
store

22. Benefits
• Maximize productivity
• Boost sales by delivering
improved product availability
• Increase profit margins by
reducing:
• Markdowns
• Over or under stock conditions
• Inventory carrying costs
Right
Product
Right
Quantity
Right
Place
Right
Time

23. What’s New?
• SPI Platform and user interface
• Analytics engine - greater flexibility and speed
• Keep the user in a single screen
• Excel-like commands that are familiar to most users

24. Contact Me
•Megan Keller
Email: megan.keller@spi.com
Phone: 484-716-5606