Course Description

The RO Allocation course is designed for any company personnel involved in Store Planning or Allocation or those that provide input or insights into these functions. This course introduces the RO Allocation component through a series of discussions and application walkthroughs. The course is designed for both new Logility clients and current users who may have experienced additions or changes in staff. This course not only covers an introduction to RO Allocation concepts and terminology, but also covers the user interface, navigation, store forecasting, and allocation plans and methodology.

Course Objective

Upon completion of this course, the participant will be equipped with conceptual knowledge of Allocation functionality.

Student Profile

This course is intended for Planning, Store Planning or Allocation Analysts and Managers, Subject Matter Experts in Planning, Store Planning or Allocation, and the Core Business Team. They should have a retail background related to Planning and Allocation.

Course curriculum

    1. How to Navigate

    1. Toolbars & Explorers

    2. Common Features

    3. Chapter 1 - Quiz

    1. Allocation Worklist and Data Review

    2. Views & Search

    3. Show Details and Header Filters

    4. Chapter 2 - Quiz

    1. Explorers Overview and Navigation

    2. Node Properties

    3. Node Properties 2

    4. Nodes Properties 3

    5. Nodes Properties 4

    6. Store Attributes

    7. Creating a Store Attribute Filter

    8. Creating a Dynamic Attribute

    9. Chapter 3 - Quiz

    1. Header Filter Navigation and Maintenance

    2. Header Filter Definition and Conditions

    3. Header Filters in the Allocation Workspace

    4. Store Filter Explorer

    5. Store Filter Conditions

    6. Chapter 4 - Quiz

    1. Overview

    2. Trend Method

    3. Percent Contribution

    4. Stock Targets

    5. Conceptual Example

    6. Forecast Parameters

    7. Matrix Balance

    8. Copy Store Forecast

    9. Rollup Method

    10. Forecast Review Screens

    11. Chapter 5 - Quiz

About this course

  • 56 lessons
  • 5 hours