Merchandise
Financial Planning

Merchandise Financial Planning is a crucial part of Retailers’ strategic planning process. Sales targets, costs, margins, and inventory requirements frequently change across categories and need to be managed in an integrated way. Solvoyo Merchandise Financial Planning solution brings you an easy, fast, and flexible way to create Top-down, Middle-out, Bottom-up sales, and inventory targets and manage Open to Buy (OTB) budgets. With flexible pivot capability, planners can choose the level and the metrics to focus on, and adjustments are automatically disaggregated to lower levels of product and location hierarchies.

Retailers can create various scenarios using a baseline plan and enter adjustments at any level of the merchandise or location hierarchy for the selected period. This solution comes with configurable dashboard functionality where users can make comparisons across plans last year and track actual sales in graphical, grid, or pivot views. Real-time integration with ERPs and automatic reconciliation capabilities bring efficiency into the planning process.