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Assortment Planning – Manage Products

4 min. readlast update: 03.20.2026

Overview

Products represent the core commercial items offered by the organization. Within the Assortment Planning module, products centralize all information required to manage commercial offerings, including categorization, suppliers, pricing, variants, and documentation.

Each product acts as a structured container where businesses can define how an item is classified, how it is priced, and how it may vary through different configurations or attributes.

Products are tightly integrated with other components of the Assortment Planning module such as:

  • Categorization Structures
  • Programs
  • Price Lists
  • Product Variant Categorization

This ensures that all commercial items follow a consistent structure and pricing model.

Access Path

Assortment Planning → Products

Products Landing Page

The landing page displays all registered products in a tabular view.

From this page, users can:

  • View existing products
  • Open product details
  • Create new products
  • Export product lists
  • Apply filters or customize visible columns

Typical information displayed includes:

  • Product Name
  • Code
  • SKU
  • Currency
  • Suppliers
  • Classification
  • Unit Cost
  • Markup Percentage
  • Margin Percentage
  • ....

Creating a Product

Step 1 — Add Product

To create a new product:

  1. Click Add Product

      2. Fill in the required fields:

Field Description
Name Product name or commercial designation
Currency Currency used for pricing
Companies Company or tenant where the product is available

  1. Click Save or Save and New

After saving, the system opens the Product Details page, where additional configuration can be completed.

Product Header Information

The product header stores the main commercial and identification information.

Main Fields

Field Description
Name Official product name
Code Internal reference code
SKU Stock Keeping Unit identifier
Companies Companies where the product is available
Currency Currency used for product pricing
Classification Product classification within the assortment
Suppliers Vendors providing the product
Payment Terms Default payment conditions
Payment Types Accepted payment methods
Description Optional detailed description

Price Lists

A product may be associated with one or multiple Price Lists, allowing it to be sold under different pricing structures.

Pricing Level

The Pricing Level toggle determines how pricing is managed:

Mode Description
Product Level Pricing is defined centrally for the entire product
Variant Level Each product variant has its own pricing

Product Categorization

The Categorization tab assigns the product to a structured classification model.

Click Add Category to define product categorization.

Category Details

When assigning a category, several commercial and operational parameters can be configured.

Main Fields

Field Description
Service Product Indicates if the product is service-based
Commercial Term Defines commercial conditions
Billing Frequency Defines billing recurrence
Program Links the product to a commercial program
Publisher Product owner or brand
Purchase Unit of Measure Unit used when purchasing the product
Minimum Purchase Quantity Minimum allowed purchase quantity
Maximum Purchase Quantity Maximum allowed purchase quantity
Structure Categorization structure used
Structure Item Specific category level within the structure
Name Category-specific product name
Code Category-specific product code
Reason Optional explanation for the categorization

Managing Product Variants

Variants allow a product to exist in multiple configurations.

Examples:

  • Size variations

  • Color variations

  • Technical specifications

  • Service tiers

Creating a Variant

  1. Open the Variants tab

  2. Click Add Variant

  3. Complete:

Field Description
Name Variant name
Code Internal code
SKU Variant SKU

Attributes

Variants can include attribute combinations defined by:

  • Category
  • Dimension
  • Attribute
  • Value

This allows structured product configuration.

Managing Product Pricing

The Pricing tab manages the product's commercial pricing.

Pricing Fields

Field Description
Start Date Date when the pricing becomes active
Unit Cost Base cost of the product
Markup Percentage Markup applied to the cost
Margin Percentage Expected margin percentage
Margin Amount Margin value in currency
Net Unit Sell Price before taxes or fees
Unit Fees Total Total calculated fees
Unit Sell Price Final selling price
...  

Additional pricing components (such as taxes or fees) can be added in the pricing table.

Example:

  • VAT
  • Service Fees
  • Handling Fees

Product Documents

The Documents tab allows users to attach supporting documentation related to the product.

Examples include:

  • Product specifications
  • Technical documentation
  • Images or marketing materials
  • Vendor documentation

Files can be uploaded using drag-and-drop or the Browse option.

Best Practices

To ensure efficient product management:

  • Use consistent product codes and SKUs
  • Define categorization structures before creating products
  • Maintain accurate supplier and pricing information
  • Use variants when products have multiple configurations
  • Keep product documentation updated

Related Articles

Assortment Planning – Assortment Classifications
Assortment Planning – Categorization Structure Level Schemas
Assortment Planning – Price Guards
Assortment Planning – Programs
Assortment Planning – Product Variant Categorization
Assortment Planning – Manage Price Lists

 

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