Merchandise Planning

Merchandise planning is a critical pre-season process which enables the development of robust financial plans to deliver weekly sales, stock and intake (WSSI) targets, at department and category level. This comprehensive series of eight online modules explores the WSSI step-by-step and delivers valuable knowledge and information that is critical to effective merchandise planning.

What you will learn

  • How to create a pre-season merchandise plan
  • How a merchandise plan is broken down
  • How to create departmental or category sales plans
  • How to plan stock levels and phase intake to factor for seasonality
  • How to manage open to buy (OTB)
  • How to plan promotions and markdowns to maximise sales and manage stock

Modules in more detail

The pre-season merchandise plan – what it is, why we do it and an introduction to the WSSI

Planning sales – using the building blocks tool

Category planning– considering departmental key performance indicators and seasonality

Phasing sales – creating a pre-season sales plan

Planning markdowns – strategic vs. tactical promotions and permanent markdowns

Developing a stock plan -flat and forward cover and managing seasonal products and terminal stock

Planning intake – calculating OTB and developing an exit strategy

Planning margin – factors which impact both intake and sales margin

Who is this course for

  • Intermediate level merchandise planning roles involved in pre-season planning
  • Assistant levels new to this responsibility
  • People working in the buying stream who wish to increase their understanding of the merchandise planning process
  • Anybody wishing to refresh and validate their merchandise planning skills and knowledge

$400.00 excl GST

or 4 payments of $100.00 with Wizit learn more

4 x fortnightly payments of $110 (inc GST)

Unsure if a course is right for you...

If you are uncertain whether a course is at the right level for you, then take an assessment through the Numensa Assessment Centre.  We have six different assessments, three for buying and three for planning.  

  • Entry – for anyone new to retail or working in a buyer’s admin or allocator level
  • Intermediate – for anyone working at the assistant/junior buyer/planner level
  • Advanced – for anyone working at a buyer/planner or senior buyer/planner level

At a glance...

  • Eight online modules
  • Total learning time = 2 hours 15 minutes
  • Gamified self-led learning
  • Works across PC, tablet and phone
  • Full audio voiceover
  • Video and eLearning format
  • Digital activities, case studies, quizzes and action plans
  • Practical application of best practice
  • Full access for 6 months
  • Developed by retail buying & planning professionals
  • Digital certificate on completion

Combine with these courses and SAVE!

  • Merchandise Planning + 1 or these two courses = SAVE $50
  • Merchandise Planning + Assortment Planning + Evaluating Performance = SAVE $100

Assortment Planning & Range Building

The skills and techniques needed to assortment plan, balance range width and depth and range build are fundamentally important. They require a…

$400.00 excl GST

or 4 payments of $100.00 with Wizit learn more

4 x fortnightly payments of $110 (inc GST)


Evaluating Performance

The ability to evaluate the effectiveness of your trading efforts, decisions and actions is key in meeting the departmental targets that contribute to business goals.

$350.00 excl GST

or 4 payments of $87.50 with Wizit learn more

4 x fortnightly payments of $96.25 (inc GST)

Have more questions?  

Or call 1300 969 560 to speak to Beverley Chambers about the best course for you.