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Seeing the Line Before It’s Built: Planning Through a Merchant Lens

Seeing the Line Before It’s Built: Planning Through a Merchant Lens

Merchandise planning is often seen as a numbers game, but for merchants, it’s so much more. It’s a creative, collaborative process that begins with a vision and ends with a cohesive customer experience.

In this webinar, Toolio Solutions Consultant, May Leung, explores how merchants and planners can work in lockstep without sacrificing agility, creativity, or strategic guardrails.

You'll learn:

  • How shared, role-based workspaces keep everyone: merchants, planners, designers aligned without version chaos
  • Why visuals are non-negotiable for merchants, and how to make them actionable across teams
  • How to roadmap your assortment like a creative canvas while staying grounded in demand logic and financial goals
  • The importance of decision traceability and approval workflows across a fast-moving line plan
  • How smart data surfacing (not data overload) empowers better, faster decision-making

If you want to empower your teams to shape the line before it’s built and collaborate with visibility, clarity, and confidence, this session is for you.

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