Planner Styles
This section provides a compact, actionable view of styles where you can manage images, pricing, quantities, labels, market forecasts, and seasons to plan assortments efficiently. It supports bulk actions, inline editing, and grouping by attributes to speed up workflows and ensure consistency across colour variants. Use the view options to customise displayed fields and quickly switch between image-focused and detail-focused layouts.
Quick Check - Before You Start
- Open the correct planner and go to Planner > Styles.
- Know whether you use Fixed Group or Dynamic Group; Fixed Group tabs may depend on Site Settings > Planner > Groups.
- On Fixed Group tabs, section-level (style-level) and tab-level filters apply together—see Fixed Group Tab-level Filters.
Filters
Filtering in Planner > Styles works across two levels for both Fixed Group and Dynamic Group views: section-level filters and tab-level filters.
Section-level Filters
Section-level filters apply across the Styles section. If a tab does not have its own filters applied, the system automatically uses these section-level filters.
Filters available: Brand, Category, Department, Type, Collection, Colour, Designer, Gender, License, Season, Status, Story, Sub Category, Sub Type, Market Drop, Tags (from Style > Colours & Pricing > Tags), Order Status, Order Season, and the Show styles with orders tick box.
Fixed Group Tab-level Filters
For tabs with a Fixed Group type, additional tab-level filters may appear based on the filters configured in Site Settings > Planner > Groups. Section-level (style-level) filters and tab-level filters work together, every active filter in both places applies at once, so only styles that match the combined criteria appear in the grid, in badge counts, and when you add styles from the Style popup.
For example, if you set Status to Approved and Season to W27 at the section level and Collection on a tab, that tab lists only styles that satisfy all of those filters—not styles that match the tab filters alone while ignoring Brand, Season, or Status.
This setup lets you define broad filters at the section level and refine each tab with its own filters, with both applied consistently across counts and style data.
How to Add a Style
- Click the plus (+) icon to open the Style selector popup.
- Use filters to narrow down results by type, season, or category.
- Select one or more styles and click Add to include them in the planner.
How to Edit a Style
Once a style is added, you can perform the following actions:
| Action | Description |
|---|---|
| Upload Style Images | Add product visuals to support reviews and presentations. |
| Delete Style Images | Remove outdated or incorrect visuals. |
| Add or Edit Labels | Apply tags for filtering, categorisation, or workflow tracking. |
| Update Style Status | Set statuses (e.g. Draft, Approved, or Cancelled, or your configured values). |
| Duplicate Style | Create a copy of an existing style for reuse or variation. |
| Delete Style | Remove styles individually or in bulk. |
| Enter Pricing Information | Input the pricing information for: Buy Price, Sell Price, Retail Price, Alt RRP (Alternative Recommended Retail Price) |
| Input Size Scale | Define the size breakdown for each style. |
| Input Quantity by Colour | Allocate quantities per colour variant. |
| Manage Market Forecast | Add or remove markets, and edit forecast values for each market. Market forecasts are stored independently within the planner and won't affect the original style. |
| Change Season | Update the season for a style directly within the plan. Changes are stored in the plan database and remain independent from the original style. |
Example
- Images and Details view
- Images only view
Style View Options
You can customise the layout and displayed fields by clicking the eye icon next to the Styles section:
- Click the view options icon on the left side of the section.
- Choose from the following options:
| Option | Description |
|---|---|
| Layout | Switch between Image and details and Image only views. • Image and details • Images only |
| Style Fields | Show or hide specific data rows: • Image • Brand • Collection • Department • Designer • Design Number • Category • Sub Category • Type • Sub Type • Story • License • Gender • Season • Size Scale • Colour • Status • Buy Price • Sell Price • Retail Price • Alt RRP • Forecast • eCommerce Short Description • eCommerce Description • Buy Value • Sell Value • Retail Value • In Store • Total Cost • RRP ex tax • Total Cost (Qty) • RRP ex tax (Qty) • Gross Profit % • Sell-Through Rate % • Stock on Hand • Weeks of Stock • Sales Trend • Total Sales • Costing • Factory • Order • Qty • Colour Family • Shipment • Images • Custom Fields |
| Group Type | In this view, you can choose the style view to be: • Dynamic Group - You can change how the grouping appears accordingly by First, Second, and Third levels.  • Fixed Group - You can configure in Site Settings > Planner > Groups the hierarchy of groups by Brand, Category, and Type.  |
| Group By: First, Second, Third | Organise styles by attributes at each level (for example Type or Brand). You can also use In Store date (the Planner in store date for the style) and Drop (from Style > Colours & Pricing > Drop). See Multi-Level Grouping. |
Style Fields
| Style Field | Description |
|---|---|
| Status | Current status (e.g., Draft, Approved, Cancelled). This can be changed by clicking the Status dropdown. |
| Style Number | Automatically displayed once the style is added. Clicking this will redirect you to the main Style page. |
| Description | Displays the description of the style. This is not an editable field. |
| Colour Family | Broader colour grouping (e.g., Blue family). |
| Colour | Specific colour of the style. If the style is created in the Planner > Create Style widget, clicking the Add button will allow you to manually add colour from the Add Colour pop-up |
| Quantity | Quantity of units for the style. You can input numerical values here. |
| Brand | The brand associated with the style. This is not editable. |
| Collection | The collection the style belongs to. This is not editable. |
| Department | The department the style belongs to (from Style > Details > Department). This is not editable. |
| Designer | Name of the designer who created the style. This is not editable. |
| Design Number | Unique identifier or code for the design. This is not editable. |
| Category | Main category of the style (e.g., Apparel, Footwear). This is not editable. |
| Sub Category | More specific classification under the main category. This is not editable. |
| Type | Type of product within the category. This is not editable. |
| Sub Type | Further refinement of the product type. This is not editable. |
| Story | Narrative or theme behind the style. This is not editable. |
| License | Licensing details if applicable. This is not editable. |
| Gender | Target gender for the style (e.g., Men, Women, Unisex). This is not editable. |
| Season | Season for which the style is intended (e.g., SS25, FW25). You can change and save the season directly within the plan. The season data is stored in the plan database for that specific style and tab, and remains independent from the original style, which means that changes won't sync back to the style itself. |
| Total Qty/Forecast | Clicking the pop-up will allow you to input values in the channel projections. These values will then automatically reflect in Style > Colours & Pricing > Region view. |
| Market Forecast | Displays the configured total projections for each market (region). When creating a plan, the system automatically copies regions from the associated style. These regions are stored within the Planner and won't be pushed back to the original style. You can directly edit the forecast values here. To add markets, click the Add button which displays a multiselect dropdown allowing you to select from available Markets (Countries). To remove a market, click the trashcan icon beside each region. Market forecasts are applied per planner style and are associated with their respective colours. When you delete a forecast, it will be removed for that style per colour. All changes are tracked in the history log. |
| Sell-Through Rate % | Percentage of inventory sold compared to total received. Indicates how quickly stock is moving. This is not editable. |
| Stock on Hand | Current quantity of inventory available for the style. This is not editable. |
| Weeks of Stock | Estimated number of weeks of inventory remaining based on the current sales rate. This is not editable. |
| Sales Trend | Direction or pattern of sales performance (e.g., increasing, decreasing, or stable). This is not editable. |
| Total Sales | Total number of units sold for the style. This is not editable. |
| Buy Price | The buy price of the style. These differs across Price Types: • One Price: You can directly edit here. • Price by Size: In the Buy Price by Size pop-up, it will display all the prices per size. This is not editable. • Price by Colour: This is not editable. |
| Sell Price | Wholesale selling price per unit. These differs across Price Types: • One Price: You can directly edit here. • Price by Size: In the Buy Price by Size pop-up, it will display all the prices per size. This is not editable. • Price by Colour: This is not editable. |
| Retail Price | Suggested retail price per unit. These differs across Price Types: • One Price: You can directly edit here. • Price by Size: In the Buy Price by Size pop-up, it will display all the prices per size. This is not editable. • Price by Colour: This is not editable. |
| Alt RRP | Alternative recommended retail price. These differs across Price Types: • One Price: You can directly edit here. • Price by Size: In the Buy Price by Size pop-up, it will display all the prices per size. This is not editable. • Price by Colour: This is not editable. |
| Size Scale | Available size range for the style. You can input here the size range. |
| eCommerce Short Description | Brief description for online listings. |
| eCommerce Description | Detailed description for eCommerce platforms. |
| Buy Value | Total cost based on buy price and quantity. This is not editable. |
| Sell Value | Total wholesale value based on sell price and quantity. This is not editable. |
| Retail Value | Total retail value based on retail price and quantity. This is not editable. |
| In Store | Indicates the date when the style is in store. You can select the date here. |
| Total Cost | Aggregate cost for the style. You can enter the cost here. |
| RRP ex tax | Recommended retail price excluding tax. You can input the value here. |
| Total Cost (Qty) | Total cost calculated by quantity. This is not editable. |
| RRP ex tax (Qty) | Total retail price excluding tax, multiplied by quantity. This is not editable. |
| Gross Profit % | Percentage of profit margin for the style. This is not editable. |
| Costing | Detailed cost breakdown for production. You may select from the dropdown or open the Component Library for the list of associated costings. |
| Factory | Name of the factory producing the style. This is not editable. |
| Shipment | Shipment details or status. You may select from the dropdown or open the Shipment Library for the list of associated shippings. |
| Images | Additional images related to the style. You may upload images or generate AI images here. |
| Custom Fields | User-defined fields for extra information. You can input text/values, select a date, and choose from dropdowns. |
Order Fields
In Planner > Styles, select the order or orders associated with a style to compare relevant order information alongside your plan, without opening the main Order screens.
You can surface the following order fields for the orders you select:
| Field | Description |
|---|---|
| Order Number | Order identifier. |
| Label | Order label. |
| In Store | In store date on the order. |
| ETA | Estimated time of arrival. |
| ETD | Estimated time of departure. |
| Quantity | Order quantity. |
| Season | Season on the order. |
| Warehouse | Warehouse on the order. |
Market Forecast
The Planner provides enhanced Market Forecast, giving you greater flexibility when working with styles in your planning workflow.
Market Forecast Management
When creating a plan, the system automatically copies regions from the associated style. These regions are stored within the Planner and won't be pushed back to the original style. You now have full control to add or remove markets as needed for your planning requirements.
How to manage Market Forecasts:
- Add Markets: Click the Add button to display a multiselect dropdown. This dropdown allows you to select from available Markets (Countries) to add to your forecast.
- Remove Markets: Click the trashcan icon beside each region to remove it from the forecast.
- Edit Forecast Values: You can directly edit the forecast values for each market in the Market Forecast field.
Important Notes
- When you add a style to a planner, the system automatically copies its forecast data.
- You can customise the Market Forecast specifically for that planner without affecting the original style.
- Market forecasts are applied per planner style and are associated with their respective colours.
- When you delete a forecast, it will be removed for that style per colour.
- All changes are tracked in the history log.
Group View
The Group View in the Planner allows users to organise and analyse Styles based on different grouping methods. These views help teams quickly segment information, identify trends, and work more efficiently within their planning workflow.
How it works:
- When you create a plan, the system snapshots each selected Group’s name and filters into the plan. Any future admin edits or deletions to those Groups won’t change the existing plan.
- If you duplicate a plan, the same Groups and filters are carried over, so you can iterate without rebuilding the selection.
- If you need to change a Group for future plans, adjust it in admin—existing plans keep their captured version, preserving your reporting history.
Target Budget and Variance
When a Target Budget template is selected for the plan (see Planner › Budget Target), additional fields appear on Group rows in Planner › Styles. They compare each group’s rolled-up value to the target budget for that category so you can see under-, on-, or over-budget positions at a glance.
| Field | Description |
|---|---|
| Target Budget | The group’s target budget amount from the budget configuration. |
| Budget Variance | The difference between the group’s Target Budget and Total Value, with a visual indicator for whether the group is under, on, or close to, or over budget: • 🟢 = under budget (good) • 🟠 = on or close to budget • 🔴 = over budget (attention needed) |
Total Value is calculated using the Reference Price defined on the target budget template—for example RRP ex tax × Quantity when that reference is selected.
Budget Variance is Target Budget − Total Value (e.g. Target Budget − RRP ex tax (Qty) when the reference is RRP ex tax with quantity).
The Total Value can follow any of these reference prices, depending on the template: RRP ex tax, Total Cost, Buy Price, Sell Price, or Retail Price. Templates and reference price options are managed in Site Settings › Planner › Target Budget.
Example
Dynamic Group
This view allows you to be flexible in adjusting the First, Second, and Third levels in grouping. These groups adjust in real time as Styles are added, removed, or updated.
Key Benefits:
- Automatically reflects updates to Style view.
- Useful for quick, flexible viewing of live product groupings.
- Flexible grouping options with customisable First, Second, and Third levels.
Dynamic Group is ideal for teams who need immediate visibility of how Styles naturally cluster based on existing attributes.
Fixed Group
Fixed Group is a group view option in Planner > Styles. In this view, you may configure in Site Settings > Planner > Groups on which Brand, Category, and Type will the styles be grouped accordingly. You can then choose which grouping to use when creating your planner by switching to the Fixed Group view.
Unlike Dynamic Group, these groupings do not change unless an Administrator updates the configuration.
Key Benefits:
- Provides consistent, custom-defined group structures.
- Ideal for planning scenarios that require predefined segmentation.
- Users can switch to Fixed Group view to apply these curated groups during planner creation.
- Configured grouping hierarchy by Brand, Category, and Type.
Fixed Group ensures teams can work with stable, intentional groupings tailored to their planning needs.
The Groups pop-up allows you to choose which group to include in your current Planner > Styles view.
Edit Group Filters
You can edit group filters directly within your Planner without affecting its Site Settings > Planner > Groups format. This is essential for tailoring your planning workflow to specific requirements while preserving the main Group format used across your organisation.
Editing Group Filters
Changes made to group filters in the Planner only affect the current plan and do not modify the site-wide group configuration in Site Settings > Planner > Groups. 
Add Styles > Filters
When adding styles, the Add Styles pop-up automatically applies filters from the selected Group.
On Fixed Group tabs, the style list follows the same combined logic as the grid and badge counts. This means section-level filters (e.g. Brand, Season, Status) and tab-level filters (e.g. Collection) work together with the Group, so you only see and add styles that match all active filters.
Edit Group List Removed
The Add Styles > Edit Group List option has been removed. To edit the Group's settings, directly head to Site Settings > Planner > Groups.
Refresh Planner Styles
The Refresh Planner Styles feature allows you to automatically update planner styles and colours based on your latest filter settings for Fixed Group plans. This is especially helpful when you've changed group filters and want to apply those updates across all your planner tabs without starting over.
How to use Refresh Planner Styles:
| Step | Action |
|---|---|
| 1 | Go to Planner > Styles and make sure you're viewing in Fixed Group mode. |
| 2 | Click the Refresh Planner Styles button in the Style section.  |
| 3 | Check the confirmation pop-up, which shows how many planner tabs will be updated.  |
| 4 | Click Confirm to start the refresh process. |
| 5 | When finished, you can download a summary file to see what changed.  |
What happens during refresh:
| Process | Description |
|---|---|
| Re-applies Filters | The system uses your current filter settings to re-evaluate all groups. |
| Updates Styles & Colours | Styles and colours are automatically added or removed from planner tabs based on your updated filter rules. |
| Bulk Refresh | All planner tabs (both styles and colours) are updated at once for efficiency. |
| Audit Logging | All changes are recorded in the system log file so you can track what happened. |
Summary File:
After the refresh completes, you'll receive a downloadable summary file that shows exactly what changed:
| Information | Description |
|---|---|
| Plan Number | The plan identifier that was refreshed. |
| Styles and Colours Added | New styles and colours that were added based on your updated filters. |
| Styles and Colours Removed | Styles and colours that were removed because they no longer match your filter criteria. |
This summary helps you track exactly what changes were made during the refresh process.
When to use Refresh Planner Styles
Use this feature when:
- Group filters have been updated in Site Settings > Planner > Groups and you want to apply these changes to existing planners.
- You've edited group filters within a planner and want to refresh the style selection based on the updated filters.
- You need to recalibrate your planner styles after filter configuration changes without manually rebuilding the planner.
Important Notes
The refresh only affects styles and colours within the current planner and does not modify the original style records.
Helpful Tips
- If you need to trial new filters, duplicate an existing plan first so the original stays untouched while you experiment.
- When retiring a Group in admin, confirm any live plans that rely on it have already captured the right filters to keep reporting stable.
- Use Refresh Planner Styles after updating group filters to ensure your planner remains aligned with the latest filter logic.
Duplicate Style
This feature streamlines your workflow by allowing quick reuse of style data across planning items.
| Functionality | Description |
|---|---|
| Duplicate Styles Easily | You can duplicate a style directly within the Planner section. This is useful when planning multiple items that share similar style attributes. |
| Synchronised Edits | Any changes made to fields in the duplicated style—such as Costing, Shipment, or Description—will automatically reflect across all instances of that style within the planner. This ensures data consistency and reduces manual updates. |
| Planner-Exclusive Styles | Duplicated styles within the Planner do not appear as separate entries in the main Style application. These styles are exclusive to the specific planner and are treated as linked references rather than independent styles. |
| Carry-Over on Duplication | When a Planner item is duplicated, any associated duplicated styles will also be carried over, maintaining the same linked behaviour. |
Example
Multi-Level Grouping
The Style section includes enhanced grouping capabilities designed to help you stay organised and work more efficiently. This allows you to have a more intuitive way to structure and manage style data, making it easier to navigate complex style collections.
Example
Style-by-Colour Display
The styles are grouped and displayed by colour. This help you quickly identify and organise styles at a glance.
Example
Shipment Selection
This allows you to assign shipments directly from the Style section, streamlining the planning process and improving data consistency across related styles.
| Functionality | Description |
|---|---|
| Direct Assignment | Shipments can be assigned without navigating away from the Style section. |
| Automatic Population of Related Styles | Once a shipment is assigned to a style, all other styles linked to the same shipment will be automatically populated with the relevant data. This eliminates the need for repetitive manual entry and ensures uniformity across styles. |
Generate AI Images
This feature allows you to generate visual content directly from style data. This streamlines the creative process and supports faster visual planning within the Planner.
| Functionality | Description |
|---|---|
| Style-Based Image Generation | You can create images based on the data associated with a style—such as colour, material, or design attributes. |
| Regeneration of Images | You can regenerate new versions as many times as needed until satisfied. |
| Automatic Upload | Once saved, it is automatically uploaded to: • Planner > Images • Planner > Styles > Images • Styles > Colours & Pricing > Images |
How to Generate AI Images
You can generate AI images in two ways:
Option 1: Styles > Images
| Step | Action |
|---|---|
| 1 | In the Styles section, click the image or images that you want to select. |
| 3 | Select Generate AI Image from the action bar. |
| 4 | Fill in the fields to help generate more accurate images. |
| 5 | You can create generate additional images by clicking the Generate More button directly or by adding more context to the prompt. |
| 6 | Save the AI generated image according to your preference. |
Option 2: Styles > Images Row
| Step | Action |
|---|---|
| 1 | In the Styles section, enable the Images field by clicking the eye icon. |
| 2 | After enabling, navigate to the Images row. |
| 3 | Click the upload image icon, and then select Generate AI Image. |
| 4 | Fill in the fields to help generate more accurate images. |
| 5 | You can create generate additional images by clicking the Generate More button directly or by adding more context to the prompt. |
| 6 | Save the AI generated image according to your preference. |
Example
-
In the Styles section, enable the Images field by clicking the eye icon. Click the upload image icon, and then select Generate AI Image.
-
Fill in the fields to help generate more accurate images.
-
You can create generate additional images by clicking the "Generate More" button directly or by adding more context to the prompt.
Deleting Images
The Planner > Styles > Images and Styles > Colours & Pricing > Images sections are interconnected. Any changes made in one will also affect the other. Ensure that you thoroughly cross-check both areas before deleting an image to avoid unintended impacts.
Document Generation
When generating documents (Storyboard A4, Storyboard A3, Range Planner A4, Option Plan) in Planner > Documents, the styles included match Planner > Styles. For Fixed Group planners, section-level (style-level) filters and tab-level filters are applied together—the same combined logic as the Styles grid, badge counts, and Add Styles—so generated documents only include styles that match the full filter set. For Dynamic Group views, documents reflect the styles visible under your current filters and grouping.
See Planner › Documents for details.
Related Actions
- Add Styles to Planner
- Planner › Budget Target
- Site Settings › Planner › Target Budget
- Review Planner Option Plan
Troubleshooting
How do section-level and tab-level filters interact on Fixed Group tabs?
They work together. Section-level (style) filters and tab-level filters apply to the same results—affecting badge counts, the Style grid, the Add Styles pop-up, and generated documents in Planner > Documents (Storyboard, Range Planner, Option Plan, and similar). A style must meet all active filters to appear.
Steps to resolve:
- If counts or the add popup look off after changing filters, use Refresh Planner Styles so tabs realign.
- Compare Site Settings > Planner > Groups with each tab’s filter bar.
- Clear a tab-level filter if you want it to follow only the section-level filter (when applicable).
Why did my planner not update when an admin changed Groups in Site Settings?
Group names and filters are snapshotted into each plan when the plan is created; later admin edits do not retroactively change existing plans.
Steps to resolve:
- Use Refresh Planner Styles on Fixed Group plans when you intentionally want to reapply current filter logic.
- Duplicate a plan to trial new group configurations without altering the original snapshot.
- Coordinate with administrators before retiring a group that live plans still reference.
Why do edits to season or market forecast in the planner not appear on the main style?
Planner stores season, market forecast, and related planning values in the plan; they are independent from the master style record.
Steps to resolve:
- Update the Style application directly if the business source of truth should change globally.
- Treat planner values as plan-specific when reporting or handing off to buying.
- Check the history log for market forecast changes if numbers look wrong after collaboration.
Why are price or quantity fields read-only for my style row?
Price by Size and Price by Colour (and some related price types) restrict inline editing in the grid; only One Price allows direct edit in some fields.
Steps to resolve:
- Confirm the style’s Price Type in the main style record.
- Open the Buy Price by Size (or equivalent) pop-up when the grid shows prices as non-editable.
- For Total Qty/Forecast, use the channel projections pop-up so values flow to Style > Colours & Pricing > Region as documented.