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Retail & Allocation lesson

Stock the plan needs

Next month's plan for Audio, at retail value.

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About 5–10 minutes · no sign-up needed

The idea

Next month's plan for Audio, at retail value:

Formulas

Planned sales + Planned markdowns + Planned closing stock

Key points

Planned salesWhat the plan expects you to sell next month, at retail value. No formula: the planner sets it, and you read it from the plan.
Planned markdownsThe price cuts the plan expects next month. Each one uses up stock value. No formula: it's the plan's markdown budget.
Planned closing stockThe stock you want left on the last day, so next month starts with full shelves. No formula: the plan sets the target.
Stock neededEverything the plan needs for the month.

Stock needed is the first half of open-to-buy. Next level: the stock you already have.

Practice

Try each one in your head first, then open the answer.

1. Tap the category with the highest planned sales.
Audio plans to sell $40,000 next month.
2. How much stock does Audio need next month, in dollars?
$40,000 + $2,000 + $70,000 = $112,000
3. In F4, work out the stock Cases needs next month, in dollars.
=D4+E4+B4
4. Why does the plan need closing stock as well as planned sales?
So next month starts with stock on the shelves

Learn it by doing. This lesson is a short hands-on level on Bampaa: see it work, then build and write it yourself, with instant feedback.

Try this lesson free →
About 5–10 minutes · no sign-up needed