Trade

Assortment Analysis Agent

The till shows the revenue. Every category manager calculates the contribution margin differently.

Analyses sales, margin and stock data to optimise the assortment.

Open agent
Public administration

Four processes that take up the most time today

Developed in Germany · Hosted in the EU

Developed in Germany · Hosted in the EU or on-premises

Delivered together with

STACKIT Sovereign hosting in Germany, single-tenant from the first user.
Rödl Legal, tax and compliance expertise for legally sound deployment.
4P Consulting Advisory and implementation for the public sector, starting with the AI readiness assessment.

An assortment review for 1,240 item numbers starts with four days of gathering data.

Sell-through figures sit in the merchandise management system, purchase terms in the ERP, stock per store somewhere else again. For the assortment review, category management pulls three extracts and builds a spreadsheet, adding markdowns and advertising allowances by hand. By the time the spreadsheet is ready, half the season has gone, and in the end it is experience that decides which items are slow sellers.

1,240item numbersThat is how many lines the merchandise management system holds in the household category.
3data sourcesSell-through, purchase terms and stock come from three separate extracts.
4 daysbuilding the spreadsheetThat is how long it takes to factor in markdowns and advertising allowances for each item.
38delisting candidatesThat is how many lines are left to decide on once seasonal items are excluded.

Twelve months of sell-through, margin and stock cover sit side by side for every one of the 1,240 items, and the assortment review works from 38 named candidates rather than a hunch, delivering 5 to 15% higher margin.

The 5 to 15% higher margin is this agent's headline figure. The 1,240 item numbers and the four days spent building the spreadsheet reflect a typical assortment review in one category; neither figure comes from an actual count.

Three steps through the process.

The agent brings together sell-through, margin and stock cover for each item; category management decides which items stay listed.

Bring sell-through data together per item

The agent reads twelve months of sell-through from the merchandise management system and sets purchase terms, markdowns and advertising allowances alongside it. Every item number gets a contribution margin calculated the same way.

Contribution margin list, household category, 1,240 item numbers, 12 months

Separate slow sellers from revenue drivers

The agent ranks the items by contribution margin and stock cover and flags every line with no movement. It records seasonal patterns separately, so that winter stock does not show up as a slow seller in summer.

47 items with no sales for 26 weeks, 9 of them with a seasonal pattern

Compile the assortment proposal for the review

The agent lines up delisting and reorder candidates with contribution margin, stock cover and a prior-year comparison. The review goes through the list line by line.

sortimentsvorschlag_haushalt_kw34.xlsx, 38 delisting and 22 reorder candidates

What the agent does not do.

It does not delist any item.

It presents the candidates with contribution margin and stock cover. The category head signs off the delisting, and master data management books it.

It does not weigh an item's role in the overall range.

A key item can stay on the shelf despite a weak margin because customers expect to find it there. Category management makes that call in the assortment review.

While the annual negotiations are under way, it works with the old purchase terms.

The new terms for the household category only apply once they are booked in the ERP. Until then it shows the old value and flags it; category management recalculates once the deal is closed.

Connected systems

  • Merchandise management
  • retail ERP
  • BI reporting

Operations

  • Deployment modelEU cloud or private cloud
  • Data processingGDPR-compliant, no model training on your data
  • Responsible teamsCategory management, controlling

The questions that come up before the first meeting.

How quickly is the Assortment Analysis Agent ready to use?

A pilot typically runs on your own data within 4 to 6 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.

Where is the data processed?

EU cloud or private cloud. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.

Where does the figure “5 to 15% higher margin” come from?

It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.

Related agents.

Intake review, case 2026/04711

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