How to: Set Up Store Capacity

Store Capacity is used to maintain maximum item quantity or space consumption of sections and shelves in stores, grouped by item categories or product groups as well as for a specific season. The fundamental setups of Store Capacity include the Item Capacity Value on the Retail Item Card, Section on the Store Section page, Shelf on the Section Shelves page, and Goal on the Store Capacity page.

To set up the Item Capacity Value

  1. Click the icon, enter Retail Item List, and select the relevant link.
  2. Select an item in the list, and click Manage - Edit.
  3. On the Merchandising FastTab, fill in the Item Capacity Value field. This value indicates the space consumption per item (Base Unit of Measure) for any store.

Note: If the Store Capacity is only set up for a specific season, you must ensure that the Season Code field on the Retail Item Card, (Merchandising FastTab) is filled for all affected seasonal items.

To set up the Section and Shelf

  1. Click the icon, enter Store List, and select the relevant link.
  2. Select a store in the list.
  3. Click Navigate - Store - Sections to open the Store Section page.
  4. Fill in the Code, Description, Section Size and Size In fields.
  5. In the sameStore Section page, click the Shelves action to open the Section Shelves page.
  6. Fill in the Code, Description and Section % fields.

To set up Store Capacity

You can access the Store Capacity page with the Store Capacity action, which is available on:

  • the Locations page.
  • the Retail Item Categories page.
  • the Retail Product Groups page.
  • the Seasons page.
  1. On any of these pages, open the Store Capacity page by clicking the Store Capacity action.
  2. Fill in the Location Code field.
  3. Fill in either the Section Code or Item Category Code field. Refer to NavigateSections and Shelves on how section and shelf are assigned to product groups or items.
  4. Fill in the Shelf Code, Product Group Code and Season fields, if needed.
  5. Fill in the Goal field for the capacity goal.
  6. Repeat steps 2 to 4 for each Store Capacity you want to create.
  7. Click the Calculate Capacity action to calculate and update the value for Inventory, Actual Capacity, and Capacity %. For more information, see How to: Calculate Store Capacity.

Note: The Last Time Calculated field indicates the date and time of the last Calculate Capacity action performed.

To add Store Capacity by location

  1. Click the icon, enter Store Capacity, and select the relevant link.
  2. Click the Add Lines by Location action to bulk create store capacity entries by location.
  3. Select the Include Sections check box, if you want to add store capacity entries by store sections.
  4. Select the Include Shelves check box, if you want to add store capacity entries by sections shelves.
  5. Select the Include Product Group check box, if you want to add store capacity entries by Product Group Section Location.
  6. Select the Overwrite Existing check box to overwrite the same Store Capacity entry.
  7. Click OKto run the report.

    8. Note:At least one of the Include options: Include Sections, Include Shelves, Include Product Group check box must be checked.

See Also

Store Capacity