Agent Team 03 · Assortment Planning

The right range,
for every channel and cluster.

Assortment Planning is the Intelo Agent Team that decides what to carry, how much depth to commit to, and how to localize. Architecture, mix, and localization — running continuously against your plan.

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01 · Definition

What Assortment Planning does.

Assortment Planning designs the structure of your merchandise offering — the widths, depths, attribute coverage, and tier logic — and translates it into cluster- and store-level assortments. It replaces the spreadsheet choreography that sits between the financial plan and the buyers' final assortment.

02 · Agents in this team

Three agents for the three assortment decisions.

  • AGENT 01

    Assortment Architecture

    Defines the skeleton — price points, option counts, attribute coverage, good/better/best tiering — grounded in historical demand, competitive signals, and financial targets. Moves architecture decisions from annual workshops to continuous refinement.

  • AGENT 02

    Product Mix Optimization

    Recommends depth and width choices across categories to maximize sell-through and margin inside open-to-buy constraints. Surfaces where adding one option is worth killing another.

  • AGENT 03

    Localization

    Clusters stores by behavior — not geography — and tailors assortments by cluster. Identifies where to localize aggressively, where a core range wins, and where hyper-local pockets deserve their own curation.

03 · Why it matters

Assortment decisions get locked too early. Intelo keeps them liquid.

Most retailers freeze the assortment months before it hits shelf and then accept whatever the customer does. Intelo's Assortment Planning team keeps the architecture flexible inside the planning window — and keeps localization alive throughout the season.

FLEXIBLE

Editable until the last call.

Architecture and mix decisions stay negotiable up to the point of commitment — without re-doing the whole plan.

BEHAVIORAL

Clusters by how they buy.

Store clustering uses actual sell-through patterns, not zip codes or manual tiers.

CONTAINED

Inside OTB, automatically.

Every assortment recommendation respects open-to-buy limits from the MFP team — no financial surprises.

Architect every assortment against live data.

See how Assortment Planning keeps your widths, depths, and clusters working inside your OTB — in real time.

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