Assortment Module
      Back to home
      1. Help Center
      2. How To Use myEDITED
      3. Assortment Module

      myEDITED: How Do I Create A New Range Adjustment Opportunity?

       

      Read the instructions below, or complete the interactive tutorial to learn how to use the Opportunity wizard to create a new Assortment Opportunity.

       

      17 STEPS

      1. This tutorial will teach you how to set up a new Opportunity.

      Step 1 image

      2. Click Set up new Opportunity.

      Step 2 image

      3. This will start the Opportunity Wizard.

      You will need to select your baseline retailer first. This will be your own company.

      You will only be able to select one Baseline retailer.

      Step 3 image

      4. Continue to follow the prompts on the Opportunity Wizard.

      Step 4 image

      5. Use the Search bar to quickly find what you need.

      Step 5 image

      6. Once you have completed the Opportunity wizard, review your filters to check they are correct.

      Step 6 image

      7. The product count threshold is between 500 to 250,000

      Step 7 image

      8. Click here

      Step 8 image

      9. You will see an error message like this if the number of products returned exceeds the threshold.

      Adjust your filters to reduce the number of products to continue.

      Step 9 image

      10. Click the Back button to return to previous steps to amend or add to your filter selection.

      Step 10 image

      11. Once you are happy with your selection click Continue.

      Step 11 image

      12. Select a name for your Opportunity.

      Choose naming conventions that are universal across your business.

      Step 12 image

      13. Click Finish setup.

      Step 13 image

      14. Your Opportunity will now start processing and be available soon.

      Step 14 image

      15. The number of Opportunity runs your business has left can be seen at the top right of the page.

      Step 15 image

      16. Once your Opportunity has finished processing, it will turn blue and clickable.

      Step 16 image

      17. Look at the Last processed on column to see when Opportunities were last processed.

      This tutorial is now complete.

      Step 17 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/2525150/Assortment---Opportunities-Range-Adjustment---How-To-Create-A-New-Opportunity

       

      Click Set up new opportunity at the top right of your page. This will start the Opportunity Wizard.

       

       

      • Select your one Baseline retailer first. This is your own company. 
      • Click on the type bar to open the filter panel on the right-hand side of your page.

       

       

      • Click on the retailer to select.
      • Click Continue.

       

       

      • Select your competitors that you’d like to compare against.
      • Click Select retailer to open the filter panel on the right-hand side of your page. 
      • Scroll or use the search bar to find your competitors.
      • Select your competitors by using the check boxes.
      • Click Continue.

       

      • Select the Category you want to analyze.
      • Click continue.

       

       

      • You have the option of selecting additional filters.
      • Click continue.

       

       

      • Confirm your filter selection by clicking Continue once more.

      Assortment Opportunities require a selection of between 500 and 250,000 products. You can reduce the number by selecting fewer competitors, a more specific category selection, and/or applying additional filter conditions. An error message will appear if the number of products returned is not within the threshold.

       

      • Select a name for your Opportunity. 
      • Choose naming conventions that are universal across your business.
      • Add a description for more context.
      • Click Finish setup.

       

       

      Clicking finish set up is final. If you want to change any of the filters after this point, you will need to create a new Opportunity with your desired filters.

       

      Running & Processing Opportunities

       

      Once you create an Opportunity, it will begin processing straight away. It will run from the date created and take into account data from the last 30 days. 

       



      Once processing is complete, it will turn blue. You can choose to re-run this opportunity at a later date for more up-to-date data.


      To re-run an Opportunity, click on the Re-run opportunity icon.