Assortment Overview

Assortment Planning – Overview

The Assortment Planning application provides a centralized and structured environment for managing an organization's portfolio of Services, Fixed Assets, and Products.
It supports planning, cost analysis, and operational control, ensuring consistent information across all business processes.

This module plays a foundational role in the system by standardizing the elements used across Estimations, Proposals, Projects, Purchasing, and Financial workflows.

Purpose of Assortment Planning

Assortment Planning allows organizations to:

• Maintain a unified catalog of services, products, and fixed assets

• Standardize descriptions, classifications, pricing, and supplier references

• Ensure consistency across operational and financial processes

• Support organizational analysis and decision-making

• Provide controlled master data to downstream modules (Sales, Operations, Procurement, Finance)

It serves as the master data repository for all items used throughout the system.

Application Structure

The application is organized into three main modules:

1. Services

The Services module centralizes the management of all services delivered or subcontracted by the organization.

Key capabilities include:

Service Definition

• Service name and unit of measure
• Internal classifications
• Supplier references
• Payment conditions
• Pricing and discount settings

Competency Criteria

Services may also include metadata defining:

• Skill domains
• Knowledge levels
• Functional areas

These attributes support resource planning, estimations, costing, and analysis.

The Services module ensures that service offerings are standardized and easily integrated into Estimations, Proposals, and Project operations.

2. Fixed Assets

The Fixed Assets module supports the management of tangible assets such as equipment, tools, and infrastructure.

Key capabilities include:

Asset Identification

• Asset name and code
• Classification
• Supplier information

Financial & Operational Details

• Acquisition value
• Amortization settings
• Valuation tracking
• Associated documents

This module helps organizations maintain full visibility of each asset’s lifecycle and supports cost allocation across projects and activities.

3. Products

The Products module manages commercial and physical products used or sold by the organization.

Key capabilities include:

Product Configuration

• Product name and description
• Variant management (sizes, models, versions)
• Supplier references
• Payment terms

Pricing & Margins

• Shared pricing for unified catalog control
• Variant-specific pricing adjustments
• Tools to support cost and margin optimization

The Products module improves consistency in procurement, inventory, sales, and financial planning.

How Assortment Planning Connects to Other Modules

Assortment data is used throughout the system, including:

• Sales Management: Estimations, Proposals, Pricing

• Project Management: Resource allocation and costing

• Operations / Timesheeting: Service classifications & competencies

• Procurement: Supplier and product definitions

• Financials: Asset amortization and valuation

This makes Assortment Planning a core master-data module.

Related Articles

Services - Criteria & Documents
Services - Service Profile
Services - Management View
Services - Setup
Services - Fees and pricing
Sales Management – Estimations
Entities manager - Suppliers