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.

For each colourway, Planner > Styles shows the Colourway Image from Style > Colours & Pricing when one is uploaded for that colour. If there is no colourway image, the card uses the style preview image together with the Colour Swatch, so you still see a clear visual for every option while planning.

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.

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

1. Click the plus (+) icon to open the Style selector popup.
2. Use filters to narrow down results by type, season, or category.
3. 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:

Style View Options

You can customise the layout and displayed fields by clicking the eye icon next to the Styles section:

1. Click the view options icon on the left side of the section.
2. Choose from the following options:

Option	Description
Layout	Switch between Image and details and Image only views. • Image and details - full grid of rows you turn on under Style Fields; the image column uses the Colourway Image when uploaded for that colourway, otherwise the preview image and Colour Swatch. • Image only - compact cards: Style Number, Status, Description, Colour Description, and Colour Swatch appear with the same image arrangement (colourway image first, then preview plus swatch).
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 on Stock • Sales Trend • Total Sales • Costing • Factory • Order • Qty • Colour Family • Shipment • Images • Custom Fields
Order Fields	Select which Order fields you want to display in the Style details: • Order Number • Label • In Store • ETA • ETD • Quantity • Season • Warehouse
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

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:

Planner > Styles > Orders

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.

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.

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.

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.

When Group Type is Fixed Group, you can drag group tabs to reorder them. This is useful in cases where tabs follow your review sequence instead of the default order.

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.
• Reorder Fixed Group tabs by dragging, without changing site settings.

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.

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.

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:

Summary File:

After the refresh completes, you'll receive a downloadable summary file that shows exactly what changed:

This summary helps you track exactly what changes were made during the refresh process.

Style Sales Data

The Sales Data feature in Planner transforms merchandise planning from assumption-based decisions into data-driven planning. By integrating actual sales performance into the planning view, users can quickly evaluate which styles and colours are performing well, identify stock risks, and make faster commercial decisions.

This functionality is essential because it connects design, inventory, and sales performance in one place; allowing planners and merchandisers to react proactively based on data.

Sales Data provides immediate visibility into the following:

This creates a stronger link between planning and real business outcomes.

Sell-Through Rate

The Sell-Through Rate % (STR%) is the most critical performance metric in Planner. It shows how much of the available inventory has been sold and helps users quickly determine product performance.

Rather than relying on raw sales numbers, this provides a clearer commercial indicator of demand and stock efficiency.

Sales Breakdown

Click the Sell-Through Rate to open the Sales Breakdown pop-up.

What you can do	Description
By country	The regional heatmap ofA sales breakdown by country. Hover a country to see the number of styles sold.
Bar chart (sales and inventory)	A bar chart with Quantity on the vertical axis. The horizontal axis shows Colour or Size depending on your view (Style by Colour or Style by Size). It shows sales and inventory per colourway.

Regional Heatmap

The Regional Heatmap provides deeper sales visibility by showing where a Style's colourway is performing geographically.

This helps users understand regional demand patterns and improve regional planning strategies.

Size Curve Overlay

The Size Curve Overlay compares sales performance against available inventory by size.

This immediately highlights broken size runs and helps users make better replenishment decisions.

This is a great tool for surface issues such as medium sizes selling out too quickly, excess stock in larger sizes, and imbalance in size buying decisions, improving both planning accuracy and inventory efficiency. |

Sales Trend

The Sales Trend field shows a mini trend line for sales over the last 6 weeks, so you can see at a glance whether demand is rising, stable, or declining without opening a detailed report.

Total Sales

Stock on Hand

The Stock on Hand (SOH) field shows the current available inventory after sales and stock adjustments. Use it to spot stock risk, replenishment needs, and overstock.

Weeks on Stock

Weeks on Stock estimates how long the current inventory will last based on recent sales. It is calculated automatically and cannot be edited in the grid. It shows how many weeks on stock are likely to remain before replenishment may be needed, using current Stock on Hand (SOH) against average weekly sales over the last 8 weeks. |

Permission Control

Sales Reporting Configuration

Style Sales Data in Planner > Styles (and other areas that use weekly sales) relies on a consistent sales calendar defined for the company. The calendar type is not edited inside Planner; administrators set it in Site Settings > Style > General Settings > Sales Reporting.

These settings control how the sales calendar is structured for reporting and planning purposes.

Duplicate Style

This feature streamlines your workflow by allowing quick reuse of style data across planning items.

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.

Style-by-Colour Display

The styles are grouped and displayed by colour. This helps you quickly identify and organise styles at a glance.

Shipment Selection

This allows you to assign shipments directly from the Style section, streamlining the planning process and improving data consistency across related 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.

How to Generate AI Images

You can generate AI images in two ways:

Option 1: Styles > Images

Option 2: Styles > Images Row

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