Assortment Planning - Categorization Structures

Assortment Planning – Categorization Structures

Overview

Categorization Structures define how products are organized within the Assortment Planning module. They provide a hierarchical framework that allows products to be classified in a consistent and structured way.

These structures are essential for:

• Organizing products into logical categories
• Supporting product classification and filtering
• Enabling structured reporting and analysis
• Standardizing how products are grouped across the organization

Each structure is based on a Level Schema, which defines how many levels exist (e.g., Level 1, Level 2).

Access Path

Assortment Planning → Categorization Structures

Categorization Structures Landing Page

The landing page displays all available categorization structures.

From this page, you can:

• View existing structures
• Create new structures
• Open and edit structure details
• Export data or customize columns

Key Columns

• Name
• Companies
• Level Schema
• Description

Creating a Categorization Structure

To create a new structure:

1. Click Add Categorization Structure

2. Fill in the required fields:

3. Click Save or Save and New

Managing a Categorization Structure

Once created, you can open a structure to define its hierarchy.

Structure Header

Contains:

• Name
• Companies
• Level Schema
• Description

Managing Categories (Structure Items)

The Categories section allows you to define the hierarchy.

Key Elements

Creating Categories

To add a category:

1. Click Add New
   

2. Fill in:

• • Name
  • Code

1. Assign it to the appropriate level

2. Use Add Child to create sub-levels

Hierarchical Structure Example

Level 1: Air Conditioning
   └── Level 2: Green Line

This hierarchy is defined by the Level Schema selected earlier.

How Categorization Structures Are Used

Categorization Structures are used directly in Products.

When assigning a category to a product:

• You select a Structure
• Then select a Structure Item (Level)

This ensures:

• Consistent classification
• Controlled taxonomy
• Standardized reporting

Best Practices

• Define Level Schemas before creating structures
• Keep naming conventions consistent across levels
• Avoid overly complex hierarchies
• Use meaningful codes for integration or reporting
• Align structures with business domains (e.g., product lines, services)

Related Articles

Assortment Planning – Categorization Structure Level Schemas
Assortment Planning – Assortment Classifications
Assortment Planning – Manage Products
Assortment Planning – Product Variant Categorization
Assortment Planning – Programs