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Running The Clustering And Assortment Initializer

This article will help you to make use of the Clustering and Assortment Initializer feature of the DotActiv software where Database, Cluster and Range Maintenance are required.

Applicable Products: DotActiv Pro, DotActiv Enterprise

The Cluster and Assortment Initializer uses a strict grouping process to create category-based clusters across various retailer branches. 

When working on a specific product category, the initializer groups the stores together that stock the same product range. This ensures that category-based clusters are based on factual sales data and product ranges rather than subjective knowledge.

Running The Clustering And Assortment Initializer

To get started, click on File, Setup and then select the Clustering and Assortment Initializer under the ‘Administrator Functions’ tab.

Clustering and Assortment Initializer

Once selected, this screen will appear which allows you to select the product categories to be clustered.

There are two data field options to choose from for the initialisation or reset.

Stores which have the exact same product ranges will be clustered together to assist with sales analysis, planogramming and floor planning.

The first is ‘Sales at Sell’. Selecting this data field will prompt the system to use any products that have sales data. The sales period must be selected as only categories with sales data can be used for clustering.

The second option is the ‘Ranging Indicator’. With this data field toggled, the system will use the ‘Ranging Indicator’ field to include products that are available in specific stores as per the ranging indicator.

Next, you will select the cluster set that you would like to work with and then the category and relevant data period.

Once you are happy, clicking ‘OK’ will open a preview screen which displays the clusters for the product categories selected. The category and the corresponding cluster name are detailed along with the number of applicable stores and the product count for the assortment.

Once you are happy with the clusters, click ‘Apply’ to save the changes.

Please note that clicking ‘Apply ‘will remove all previously saved clusters for the product categories.

Initialisation Preview

The resultant clusters are named alphabetically.

For example, the A range is the first range and the D range is the fourth range. The clusters are also sorted using the number of products from largest to smallest where the A range would be the largest product assortment for the specified category.

Updated on May 31, 2022

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