Wednesday May 29, 2013

Documentation in Oracle Retail Category Management, Release 13.4.1

The 13.4.1 release of Oracle Retail Category Management is a completely new solution and is only available for use with the Oracle Retail Predictive Application Server (RPAS) Fusion User Interface. This solution supports the development of category business plans and broadly follows the traditional Category Management business process. Oracle Retail Category Management brings in the contemporary best-practices from the retail industry as part of its functionality. The key differentiating factors of Category Management, which facilitate decision making in the category management business practice, include the following:

  • Consumer Segment perspective based on demographics and psychographics 
  • Market, competition, and household customer perspectives based on external data sourced from third-party data aggregation companies
  • Item Performance Index (IPI) to rank item's/product category's performance
  • Consumer Decision Trees to understand the consumer's buying process based on consumer segments so as to align the retailer's offerings accordingly

Oracle Retail Category Management consists of the following modules:
  • Category Planning enables the retailer to perform higher-level category planning activities.
  • Assortment Planning and Rationalization enables a retailer to analyze their current assortment, determine appropriate market coverage, and rationalize and quantify assortment decisions for both store clusters and at the individual store level.

Highlighted End User Documentation Enhancements

  • Oracle Retail Category Management User Guide for the RPAS Fusion Client
    This guide includes a chapter for each task in the taskflow. For each task, the chapter is further organized by the steps, tabs, and views available for that task. The tabs within a step group views together based on related purpose. For each view, a screenshot and list of the measure labels available in that view are provided. Taskflow diagrams for the Category Planning, Assortment Rationalization by Cluster, and Assortment Rationalization by Store tasks are included. A Glossary and an Appendix contain descriptions for measure labels.
  • Oracle Retail Category Management Implementation Guide
    This guide describes post-installation tasks that need to be performed in order to bring Category Management online and ready for production use. The document is addressed to an implementer who understands the interface requirements of the integrated applications and data sources for the master data, demand, and inventory history. The Implementation Guide addresses the following topics:
    • Implementation Considerations
      An overview of the factors that need to be considered when planning the implementation, including data requirements, hardware issues, and security.
    • Build Scripts
      A discussion of the setup that is required before building the Category Management domain. This includes environment variables, required hierarchy and data files, and the build script for the domain.
    • Data Flow
      An overview of the flow of data between Category Management and other applications (external source, data aggregator, and merchandising system).
    • Script Integration
      A discussion of the export script used for exporting data from Category Management and the import script used for importing data into Category Management.
    • Configuration Considerations
      Details about changing the configuration of the Category Management hierarchies.
    • Batch Processing
      A summary of the scripts and rule groups used to maintain Category Management through batch processing.
    • Internationalization
      An overview of how Category Management addresses Localization (translations, for example) and Internationalization.
    • Data
      A list of Category Management measures to assist when planning the data that must be loaded into each measure.

List of End User Documents in Category Management, Release 13.4.1

The following documents are included in release 13.4.1:

  • Oracle Retail Category Management Release Notes
  • Oracle Retail Category Management Installation Guide
  • Oracle Retail Category Management Implementation Guide
  • Oracle Retail Category Management User Guide for the RPAS Fusion Client

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