White papers
SCP

Aptos Planning: Merchandise and Assortment Planning Capabilities

Overview of Aptos Planning modules for merchandise planning, assortment planning, open-to-buy, and automated forecasting aligned to financial targets.

Published
June 4, 2026
Read time
3 min read
Source

This vendor white paper describes Aptos Planning, a retail planning application that integrates merchandise planning and assortment planning with financial plans, buying plans, and store-level plans. It covers multichannel planning, synchronized open-to-buy, automated store forecasting, exception-based reporting, and direct translation of assortments into purchase orders and pre-allocations.

Key takeaways

Links merchandise and assortment plans directly to financial targets and open-to-buy

Supports top-down and bottom-up planning across unlimited merchandise hierarchies and channels

Automates store-level forecasting and allocation using current trends and historical data

Provides visual assortment tools with image views, style profiling, and size profiling to SKU level

Generates purchase orders and pre-allocations from finalized assortment plans

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration