Agent Team 03 · Assortment Planning

From line list to buy plan,
reconciled against live demand.

Assortment Planning is the Intelo Agent Team that takes you end-to-end through the assortment workflow — building the line list, clustering stores by demand, reconciling against OTB, and finalizing receipts — running continuously against your plan.

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01 · Definition

What Assortment Planning does.

Assortment Planning automates the workflow that sits between the financial plan and the committed buy. It builds the line list, clusters stores by actual demand behavior, fits the reference set inside OTB and capacity, assigns cluster-level eligibility, and finalizes the purchase orders. Five specialized agents replace the spreadsheet choreography from item planning through buy planning.

02 · Agents in this team

Five agents — from line list to buy plan.

  • AGENT 01

    Item Planning Agent

    Builds the line list. Balances new references and capsule launches with proven carryover, surfaces AI recommendations, and persists merchant decisions back to the system.

  • AGENT 02

    Store Clustering Agent

    Groups boutiques and authorized retail doors by shared demand characteristics — not just geography. Produces cluster assignments that drive assortment depth and breadth.

  • AGENT 03

    Assortment Reconciliation Agent

    Fits unconstrained reference demand within OTB budget, space, movement availability, and inventory targets. Outputs a financially viable, capacity-feasible assortment plan.

  • AGENT 04

    Cluster Level Assortment Plan Agent

    Assigns the reconciled reference list to specific boutique clusters. Produces the definitive Reference × Cluster eligibility matrix with the right depth and breadth per cluster.

  • AGENT 05

    Buy Planning Agent

    Finalizes purchase orders, configurations, and delivery schedules. Feeds committed receipts into the distribution network for downstream allocation.

03 · Why it matters

End-to-end workflow, one connected team.

Most retailers stitch assortment planning across four or five tools — item planning here, clustering there, OTB reconciliation in a spreadsheet, buy planning in another system. Intelo's Assortment Planning team owns the whole sequence so the line list, clusters, plan, and buy share one source of truth.

END-TO-END

Line list through buy plan.

Item Planning, Store Clustering, Reconciliation, Cluster Assortment, and Buy Planning — one agent network, one feedback loop, no handoffs.

BEHAVIORAL

Clusters by how they buy.

Store clustering uses actual demand and sell-through patterns — not zip codes, not manual tiers.

RECONCILED

Inside OTB, automatically.

Every recommendation fits within OTB budget, space, movement availability, and inventory targets set by MFP — no financial surprises at commit.

From line list to buy plan, against live data.

See how Assortment Planning runs item planning, clustering, OTB reconciliation, cluster-level assortment, and buy planning — all in one connected workflow.

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