Course contents
Practitioner · Course 2: Range and Assortment Planning · Lesson 5 of 5

Building a complete range and assortment plan

Level: PractitionerTime: 45 minutesOrder used: A (the T-shirt) and B (the jeans), brought together in one complete planTool: Range and assortment plan workbook
This lesson is for a buyer who assembles a complete range and assortment plan from its separate parts. Lessons 2.1 to 2.4 are useful but not required. Cedar & Co.'s combined figures are illustrative, not reported company data.
BuyerOmar, owner-buyer at Cedar & Co. (domestic, hybrid model)
FactoryDelta Garments, 60-day open account and a smaller made-to-order top-up
Order A (basic, make to stock)T-shirt, 15,000 pieces, continuous drop
Order B (the jeans, fashion, made to order)Jeans, 3,000 pieces, single seasonal drop
What this lesson brings togetherSpace, classification, quantity split and phasing in one sheet
Final checkEvery number in the plan reconciles back to its own source lesson
02Opening

This page explains how a buyer brings space, classification, quantity and phasing together into one complete range and assortment plan

This page explains the final assembly step: taking the separate pieces built across this course, a range sized from a store's own space, styles classified as core, fashion or basic, quantities split by colour and size, and delivery phased across a season, and combining them into one working plan a buyer can actually run a season from. It is for a buyer at a domestic or hybrid brand pulling every part together.

At work, a buyer such as Omar at Cedar & Co. does not plan a range's space, its style mix, its quantities and its delivery as four unrelated exercises. Each decision affects the others: a classification decision changes how much of the total quantity a style should carry; a quantity decision changes how it should be phased; and all of it has to fit back inside the space the store actually measured in lesson 2.1. Building a complete plan without checking that every part reconciles with every other part is a real problem: numbers can drift out of alignment across separate worksheets until the plan no longer describes a single, consistent range. This lesson gives you the method for assembling and reconciling a complete plan.

03Before you start

What you need, and what this lesson does not cover

You need: lessons 2.1 through 2.4 are useful background but not required; this lesson restates what it needs from each.

By the end of this lesson you can:

  • state the four parts a complete range and assortment plan brings together;
  • apply the method for reconciling a hybrid range's make-to-stock and made-to-order parts in one plan;
  • read the range and assortment plan workbook's summary sheet and say how each of its numbers traces back to an earlier sheet;
  • check a completed plan for internal consistency before it is used to place orders;
  • avoid the common mistake of treating each planning step as a separate exercise that never gets reconciled with the others.

Not covered here: this is the course's final lesson; Course 3 turns to the retail critical path that a confirmed range and assortment plan then feeds into.

04Key terms

Words you will meet in this lesson

TermMeaning
Range and assortment planThe single, complete document combining a range's space allocation, style classification, quantity breakdown and delivery phasing for a season.
Hybrid modelA buying arrangement that combines make-to-stock and made-to-order elements within the same range.
Plan reconciliationChecking that every number across a range and assortment plan's separate sections still agrees with every other section.
Summary sheetThe single view of a range and assortment plan that pulls one key figure from each of its underlying sections.
Season readinessThe point at which a range and assortment plan is complete, reconciled and fit to be used for placing real orders.
Range planA single sheet listing every style in a collection, so its category, price and colour balance can be checked at a glance.
05Teaching
The rule

A complete range and assortment plan reconciles space, classification, quantity and phasing into one internally consistent document

A range and assortment plan is not four separate worksheets kept side by side; it is one document where a style's space allocation, its classification as core, fashion or basic, its quantity split by colour and size, and its delivery phasing all agree with each other. Plan reconciliation is the check that makes this true: every number in the plan's summary must trace back to, and match, the section that originally produced it. A plan that has not been reconciled this way is not yet fit for season readiness, however complete each individual section looks on its own.

Space Classification Quantity split Phasing One reconciled plan
Four separate sections only become a complete plan once they reconcile. Season readiness means every number agrees across every section, not that each section merely exists.
What you meet in real life

A complete plan looks different for a pure make-to-stock range, a pure made-to-order range, and a hybrid mixing both

What can differThe shapes you will meetWhy it matters
Pure make-to-stockCedar & Co.'s own basic T-shirt range plans space, classification, quantity and continuous-drop phasing entirely from its own forecast, with no wholesale catalogue involved.The full method still applies, even when every input comes from the buyer's own forecast rather than a supplier catalogue.
Pure made-to-orderFairway Stores' buyer plans its export range the same four-part way, but checks each section against Northline Apparel's own quoted capacity as well as its own space and forecast.A made-to-order range must reconcile against a supplier's real capacity, not only the buyer's own numbers.
HybridCedar & Co. plans Order A's T-shirt as a make-to-stock, continuously replenished core, alongside a smaller made-to-order top-up of Order B's jeans for a single season drop.A hybrid plan must reconcile two different rhythms, continuous and one-off, inside the same single document.
A plan found inconsistent at final checkA reconciliation check that finds a quantity in one section that no longer matches its own classification or space allocation must be corrected before the plan is used, not noted and carried forward.Catching an inconsistency at this stage is far cheaper than catching it after orders are placed.
The case we follow

Omar assembles Cedar & Co.'s complete plan, reconciling Order A's make-to-stock section against Order B's jeans made-to-order top-up

Omar brings together everything built across this course for Cedar & Co.'s season: Order A's T-shirt, sized from the store network's own space (lesson 2.1), classified as basic (lesson 2.2), split by colour and size (lesson 2.3), and phased as a continuous make-to-stock drop (lesson 2.4). Alongside it, he adds a smaller made-to-order top-up of Order B's jeans, classified as fashion, for a single seasonal drop. Before treating the plan as complete, Omar checks that both sections' numbers reconcile against the summary sheet.

QuestionOrder A sectionOrder B jeans section
Business modelMake to stock, continuous replenishmentMade to order, single seasonal top-up
ClassificationBasicFashion
Does its quantity match its own space allocation?Yes, 15,000 pieces matches lesson 2.1's own measured capacityYes, 3,000 pieces matches the made-to-order quantity agreed with Delta Garments
Does its phasing match its own classification?Yes, continuous drop matches a basic's stable, ongoing demandYes, single drop matches a fashion style's one-season sell-through window
The worked number

Cedar & Co.'s summary sheet combines 15,000 and 3,000 pieces into one reconciled 18,000-piece season total

The summary sheet pulls each section's own confirmed quantity into a single combined figure for the season.

Order A's own reconciled quantity: 15,000 pieces
Order B's own reconciled jeans quantity: 3,000 pieces
Combined season total: 15,000 + 3,000 = 18,000 pieces
Reconciled season total: 18,000 pieces Order A (make to stock): 15,000 Order B jeans: 3,000
The summary sheet's 18,000-piece total is only trustworthy because both 15,000 and 3,000 were checked against their own section first. A summary figure built from unreconciled sections would carry the same errors forward invisibly.
The method

Five steps that assemble and reconcile a complete range and assortment plan before it is used for real orders

  1. Pull each style's confirmed space allocation from the range plan section. Use the target quantity that space actually supports, not a supplier's own catalogue quantity.
  2. Confirm each style's classification and that its quantity matches the role assigned. A basic's quantity should reflect stable, high-volume demand; a fashion style's should reflect its narrower, higher-risk window.
  3. Check the quantity breakdown by colour and size reconciles back to the style's own confirmed total. Use the reconciliation check from lesson 2.3 on every style, not only the largest one.
  4. Confirm each style's phasing matches its own classification and business model. A make-to-stock basic phases as a continuous drop; a made-to-order fashion style phases as a single seasonal drop.
  5. Total every section into the summary sheet and check the total matches the sum of its parts. Only once this final check passes is the plan ready for season readiness.
The trap

A common mistake is treating each planning step as a finished, separate exercise that is never checked against the others

A common mistake is completing a range plan, a classification, a quantity breakdown and a phasing plan as four separate exercises, each considered "done" once its own worksheet is filled in, without ever checking that all four still agree with each other. If Omar had classified Order A as basic in lesson 2.2 but later, while working on the quantity breakdown, quietly used a fashion-style size ratio by mistake, the plan's own sections would silently disagree, and nothing would catch the error until stock arrived in a size mix that did not match Cedar & Co.'s own basic-style demand pattern.

06In plain words

A complete range and assortment plan is not four finished worksheets sitting next to each other; it is one plan where a style's space, its classification, its quantity split, and its delivery phasing all still agree with each other. Reconciliation means checking every number in a summary sheet against the section that actually produced it, catching any drift before the plan is used to place real orders. A hybrid range, mixing a make-to-stock core with a made-to-order top-up, still follows the same method: each section is built on its own terms, then everything is checked against everything else. A plan is only ready for season readiness once this final check passes cleanly.

07Quick check
  • A complete range and assortment plan combines space, classification, quantity and phasing into one internally consistent document.
  • Plan reconciliation means checking that every number in a summary sheet matches the section that originally produced it.
  • A hybrid range can mix a make-to-stock section and a made-to-order section within the same reconciled plan.
  • Finishing each section separately is not the same as reconciling them against each other.
  • A plan reaches season readiness only once every section's numbers agree, not once every section merely exists.
08Workplace scenario

Omar finds Order A's quantity breakdown sheet still shows an old 12,000-piece total after the range plan section was updated to 15,000

While doing a final reconciliation pass before placing Cedar & Co.'s season orders, Omar notices that lesson 2.1's range plan section shows Order A's confirmed target quantity as 15,000 pieces, matching the store network's own measured space, but the quantity breakdown sheet from lesson 2.3 still totals 12,000 pieces across its colour and size splits, an earlier figure that was never updated.

  • The range plan section's own confirmed total is 15,000 pieces.
  • The quantity breakdown sheet's colour and size splits still sum to 12,000 pieces.
  • The phasing sheet was built using the newer 15,000-piece figure, so it does not match the quantity breakdown either.

Omar's note to himself, recorded in the plan's own review log:

Omar: "Range plan shows 15,000; quantity breakdown still totals 12,000. Phasing already uses 15,000. Quantity breakdown must be corrected before orders are placed."

Should Omar place the order using the phasing sheet's 15,000-piece figure, since it is the most recent number? Decide before you open the answer.

Show decision

No, not without first fixing the quantity breakdown. Using the most recent number without correcting the sheet that disagrees with it does not reconcile the plan; it just picks a winner and leaves the underlying inconsistency in place.

First, why the mismatch matters. The quantity breakdown sheet's colour and size splits are what a factory actually cuts against; if they still total 12,000 pieces while the confirmed target is 15,000, the factory would be given the wrong, outdated split.

Second, what proper reconciliation requires. Omar must update the quantity breakdown's own colour and size splits to sum to 15,000 pieces, using the same method as lesson 2.3, not simply relabel the sheet's total without redoing the underlying split.

Omar should correct the quantity breakdown sheet itself, re-running its colour and size split against the confirmed 15,000-piece total, before placing any order. Only once every section, including this corrected one, reconciles against the summary sheet is the plan ready for season readiness.

09What it costs

Placing an order from an unreconciled quantity breakdown risks cutting fabric against a split that no longer matches the confirmed total

Framed in units rather than a single penalty figure: the gap between the confirmed 15,000-piece total and the quantity breakdown's outdated 12,000-piece split shows exactly what an unreconciled plan would have sent to the factory.

Confirmed target quantity (range plan section): 15,000 pieces
Outdated quantity breakdown total: 12,000 pieces
Shortfall if the outdated split had been used: 15,000 − 12,000 = 3,000 pieces

Had Omar placed the order from the outdated 12,000-piece split, Delta Garments would have cut and sewn 3,000 pieces short of Cedar & Co.'s own confirmed space-based target, an under-delivery that would only surface once the goods arrived and the store network's own measured capacity was left partly unfilled for the season. Catching the mismatch during reconciliation avoids that shortfall entirely, at the cost of a single corrected worksheet rather than a missed season.

10Working template

Range and assortment plan workbook: the summary sheet this lesson completes

The workbook's "Summary" sheet pulls one key figure from each earlier sheet, space-based target quantity, classification, colour and size split total, and assigned delivery drop, for every style in the plan, with a built-in check flagging any figure that does not match its own source sheet.

Omar's completed summary row for Order A shows: basic classification, 15,000-piece space-based target, a colour and size split totalling 15,000 pieces exactly, and a continuous make-to-stock drop; Order B's jeans row shows: fashion classification, 3,000-piece made-to-order quantity, its own colour and size split totalling 3,000 pieces exactly, and a single seasonal drop. Both rows pass the summary sheet's reconciliation check, marking the plan ready for season readiness.

Download the Range and assortment plan workbook (Excel)

11Check yourself

1. What makes a range and assortment plan complete, rather than simply having four finished sections?

2. Order A's range plan section confirms a 15,000-piece target, but the quantity breakdown sheet still totals an outdated 12,000 pieces. What should Omar do?

3. Why can a hybrid range mix a make-to-stock section and a made-to-order section within the same complete plan?

12Glossary
ENARFRTRMeaning
Range and assortment planخطة التشكيلة والتشكيلة المعروضةPlan de gamme et d'assortimentÜrün gamı ve asorti planıThe single, complete document combining a range's space allocation, style classification, quantity breakdown and delivery phasing for a season.
Hybrid modelالنموذج الهجينModèle hybrideHibrit modelA buying arrangement that combines make-to-stock and made-to-order elements within the same range.
Plan reconciliationتسوية الخطةRapprochement du planPlan mutabakatıChecking that every number across a range and assortment plan's separate sections still agrees with every other section.
Summary sheetورقة الملخصFeuille de synthèseÖzet sayfasıThe single view of a range and assortment plan that pulls one key figure from each of its underlying sections.
Season readinessجاهزية الموسمPrêt pour la saisonSezona hazır olmaThe point at which a range and assortment plan is complete, reconciled and fit to be used for placing real orders.
Range planخطة التشكيلةPlan de collectionÜrün gamı planıA single sheet listing every style in a collection, so its category, price and colour balance can be checked at a glance.
13Next

Course 3, Lesson 1: What a retail critical path adds to a factory's own production plan

You have completed Course 2's full range and assortment plan. Course 3 turns to the retail critical path, working backward from the shop's own in-store date to the factory's own cut date. Back to the course map

14Ladder

RecognizeTell a plan with four finished sections apart from a plan whose sections actually reconcile with each other.
ConnectSee how a summary sheet's total traces back to, and depends on, each earlier section's own confirmed figure.
CompareTell a pure make-to-stock plan's reconciliation from a hybrid plan's reconciliation across two business models.
DecideCorrect a disagreeing section rather than simply adopting whichever number is most recent.