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Create a Planner

Creating a planner is a critical step in managing your collection planning effectively. It acts as your digital planning board, allowing you to:

  • Organise styles and product assortments
  • Set and monitor budgets
  • Ensure the right product mix for your customers

This function is essential for aligning your planning strategy with business goals, improving visibility across teams, and streamlining decision-making.

Quick Check - Before You Start
  • Confirm required planner fields are configured in Site Settings (contact your administrator if unsure).
  • Decide Valid From and Valid To dates so the plan window matches your buying or selling period.
  • Know whether the plan should be tied to a Customer or left open for general assortment work.

How to Create a Planner

  1. Click the Create button at the main menu bar
  2. Select Planner from the dropdown

  3. Fill in the required information:

    Field What to Enter
    Plan Number A unique code for your plan (the system will create this for you)
    Description A brief description of your plan (e.g., "Spring 2024 Collection")
    Valid From The start date of your plan
    Valid To The end date of your plan
    Customer The customer this plan is associated with (optional)

  4. Click Add to save your new planner

Before You Start

Before creating a planner, ensure your company has configured all necessary fields in the system settings. If unsure, contact your system administrator.

Add Planner

Helpful Tips

  • Use clear and descriptive titles to make plans easily searchable.
  • Set accurate start and end dates to control plan visibility and relevance.
  • Link a customer only if the plan is tailored to a specific client or account.

Next Steps

Troubleshooting

Why is the Create > Planner option missing or disabled?

Planner creation can depend on permissions and whether planner-related settings are enabled for your instance.

Steps to resolve:

  1. Confirm your user role allows creating planners.
  2. Ask an administrator to verify planner configuration in Site Settings.
  3. Refresh the session or try another browser if the menu appears cached or incomplete.
Why does the system not accept my plan dates or customer?

Valid From, Valid To, and Customer must reflect allowed values and relationships configured in your environment.

Steps to resolve:

  1. Ensure Valid To is on or after Valid From.
  2. Pick a Customer from the dropdown if the field is required for your workflow; leave optional only when appropriate.
  3. If Plan Number is system-generated, save again after filling required fields—do not rely on manual numbering if the field is automated.
What should I do before creating a planner if settings might be incomplete?

The Before You Start note warns that missing Site Settings fields can block or complicate planner setup.

Steps to resolve:

  1. Review Site Settings with your administrator for mandatory planner fields.
  2. Document naming conventions and date rules your team uses for Description and validity periods.
  3. After the plan is created, continue with planner details and budget target so the plan is usable end to end.