[THIS FEATURE IS IN BETA - REACH OUT VIA CHAT IF YOU WANT TO TEST]
We’re excited to introduce our latest update to the Planning experience: Grouped Views.
This enhancement simplifies how you review and edit your Plan, making the process faster and more efficient than ever!
What’s New in the Planning Table?
With the new Planning table, you can now group your Plan by:
Product Type
Product
SKU
Additionally, you can sub-group the data to see a breakdown of sales by:
Location
Store
FAQ:
Can I Plan by Quantity?
Absolutely! Simply switch the view from Sales to Quantity for planning flexibility.
Can I filter page by Store or Location?
Yes, you can:
Filter the entire view for a specific Store or Location, or
Add a Sub-group by Store or Location in the Planning Table to see the data grouped accordingly.
Can I edit my Plan?
Yes, you can edit your Plan in two ways:
Edit Total: At the top of the page, select the "Next" period and click Edit.
Edit Bottom-Up: Click the Edit button in the Planning Table to make detailed adjustments.
