Course contents
Practitioner · Course 1: Allocation Fundamentals · Lesson 5 of 5

Building a complete store allocation worksheet

Level: PractitionerTime: 55 minutesOrder used: A (the T-shirt, Cedar & Co.'s own hybrid reorder allocation worksheet)Tool: Store allocation worksheet
For a buyer who now combines every method from this course into one working store allocation worksheet. You need lessons T21-C01-L02, T21-C01-L03 and T21-C01-L04. Figures are teaching examples.
RetailerCedar & Co., 12 shops, hybrid Make to Stock model
Reorder600 pieces, second reorder of the T-shirt style
Store baseTwo large shops calculated individually, ten small shops in one cluster
Size ratioS M L XL, ratio 1:2:2:1
Data usedReal sell-through from the first reorder, not the original estimate
What this lesson measuresHow one worksheet turns four separate methods into one finished allocation
02Opening

This page explains how to combine store allocation, size curve, store cluster and sell-through into one working worksheet

This page is for a buyer who has learned each allocation method separately across this course and must now combine them into a single worksheet that produces a finished, checked allocation for a real reorder. At work, a buyer who understands every method individually but has no single place to apply them together still ends up doing the calculation by hand each time, risking the same rounding and consistency errors this course has already covered one at a time. This lesson mainly teaches the product flow: it walks through building one complete worksheet, row by row, from a retailer's own real data to a finished, store-by-store, size-by-size allocation.

Cedar & Co. has confirmed a second, 600-piece reorder of its T-shirt style. Two of its 12 shops are large enough to calculate individually; the other ten are grouped into one cluster. Real sell-through from the first reorder is now available, replacing the original selling-potential estimate, and every shop's own carton must still reflect the style's own fixed 1:2:2:1 size ratio. Building this allocation by hand, recalculating each piece separately, is exactly the kind of repeated manual work a single worksheet is built to remove.

03Before you start

What you need, and what this lesson does not cover

You need: lessons T21-C01-L02, T21-C01-L03 and T21-C01-L04, covering selling-potential allocation, choosing a method, and reading sell-through.

By the end of this lesson you can:

  • combine store allocation, store clustering and size curve in a single worksheet;
  • update an allocation's own inputs from real sell-through rather than an original estimate;
  • check a completed worksheet's own totals against the confirmed reorder quantity;
  • identify which row of a worksheet each allocation method actually belongs in;
  • hand off a finished allocation as one document a factory can pack directly against.

Not covered here: this is the final lesson of Course 1; later courses in this track cover replenishment and inventory topics that build on allocation.

04Key terms

Words you will meet in this lesson

TermMeaning
Store allocationSplitting a confirmed shipment quantity across a retailer's own stores or shops, rather than shipping it all to one central point.
Store clusterA group of stores treated as one unit for allocation, because they share a similar level of selling potential.
Size curveThe size ratio a style is cut in, used to split an allocation quantity across sizes rather than across stores.
Sell-through rateThe share of stock actually sold within a planned period, used to judge whether a forecast was right.
Allocation ratioEach store's own selling potential expressed as a share of the total selling potential across all stores receiving the shipment.
Working templateA single reusable worksheet that carries a course's own calculations from raw inputs to a finished, checked result.
05Teaching
The rule

A complete allocation worksheet has one row per store, one column per method, and one final check against the confirmed total

A complete store allocation worksheet lists every store or cluster receiving a shipment as its own row, applies whichever method fits that row, whether selling potential, an even spread, or a cluster share, and then applies a fixed size curve to every row's own resulting total. A final check row confirms that every store's own total, added together, equals the confirmed shipment quantity before anything is packed. This is not a new method; it is the same four methods from this course, entered in one place instead of calculated separately each time.

Cedar & Co.'s own confirmed second reorder total: 600 pieces
What you meet in real life

A worksheet's own rows change shape depending on the retailer's own store base and available data

What can differThe shapes you will meetWhy it matters
A retailer with a genuine mix of large and small storesCedar & Co.'s worksheet has two individual rows for its large shops and one combined row for its ten small shops, clustered together.A worksheet must let some rows be individual stores and others be whole clusters, side by side in the same table.
A style cut in multiple sizesEvery row's own total, however it was calculated, is split again by the fixed 1:2:2:1 size ratio in a separate step.Size curve is applied after store allocation is finished, never combined into the same single calculation.
A reorder with real sell-through availableCedar & Co.'s worksheet uses each shop's own real sell-through rate from the first reorder instead of the original selling-potential estimate.A worksheet built once at the season's start should still be updated with real data as it becomes available, not left on its original inputs forever.
An export hybrid model like Fairway Stores' ownThe same worksheet structure, store rows, a cluster row, a size curve step and a final check, works whether the retailer is domestic or export.The worksheet's own structure does not change with market or business model; only the numbers entered into it do.
The case we follow

Cedar & Co.'s buyer completes one worksheet that turns four separate calculations into a single finished allocation

The buyer enters two individual rows for the large shops, using their own real sell-through rates of 55% and 30% from the first reorder, and one combined row for the ten small shops as a single cluster. The worksheet then applies the 1:2:2:1 size ratio to each row's own resulting total, and a final row checks that everything still adds up to the confirmed 600-piece reorder.

One worksheet, four methods, one finished allocationRow 1: Large shop ASell-through-based shareRow 2: Large shop BSell-through-based shareRow 3: Small-shop clusterCombined 10-shop shareEvery row's own total then passes through the same size curve step:S : M : L : XL = 1 : 2 : 2 : 1, applied inside each rowFinal check row: do all totals add back up to 600 pieces?
A single worksheet carries every row through store allocation, then size curve, then a final check. The methods themselves have not changed from earlier lessons; they are now organized into one document instead of four separate calculations.
The worked number

The large shop with 55% sell-through receives a bigger share than the one with 30%, and every row's own total still adds up correctly

Large shop A's own share of the 600-piece reorder, based on 55% sell-through: 220 pieces
Large shop B's own share of the 600-piece reorder, based on 30% sell-through: 120 pieces
Small-shop cluster's own combined share of the reorder: 260 pieces

Adding the three rows together, 220 plus 120 plus 260, gives exactly 600 pieces, matching the confirmed reorder before any size curve is applied. Inside large shop A's own 220-piece total, the 1:2:2:1 ratio then splits that quantity into roughly 37 size S, 73 size M, 73 size L and 37 size XL pieces, and the same size split is applied separately inside every other row's own total.

The method

Six steps to build one complete allocation worksheet from raw inputs to a finished result

  1. List every store receiving the shipment as its own row, or group small stores into one cluster row.
  2. Choose the right method for each row: selling potential, real sell-through, or an even spread, depending on what data actually exists.
  3. Calculate each row's own share of the confirmed shipment quantity using that row's own chosen method.
  4. Apply the style's own fixed size curve inside each row's own resulting total, as a separate step.
  5. Check that every row's own total, added together, equals the confirmed shipment quantity before any size split.
  6. Hand off the completed worksheet as one document the factory can pack directly against, row by row, and keep the same structure ready for the next reorder rather than rebuilding it from nothing.
The trap

A common mistake is building a fresh calculation for every reorder instead of updating one reusable worksheet

A common mistake is a buyer treating every reorder as a brand-new calculation, rebuilding rows, ratios and size splits from scratch each time, rather than keeping one working worksheet and simply updating its own inputs, such as a new confirmed quantity or a fresher sell-through figure, as each reorder comes in. Rebuilding from scratch invites exactly the errors this course has covered separately: a forgotten cluster, a skipped final check, or a size curve applied inconsistently across rows, because nothing forces the same structure to be followed twice. A worksheet's own real value is not the arithmetic itself, which any one of these methods could produce by hand, but the discipline of always following the same sequence of rows, methods, size splits and a final check, reorder after reorder, without quietly skipping a step under time pressure.

Rebuilding from scratch against reusing one worksheetRebuilt each time: rows, ratios and checks re-created from memoryError-proneOne reusable worksheet: only inputs change, structure stays fixedConsistent
Rebuilding a calculation from scratch each time re-introduces every error this course has covered. A single reusable worksheet keeps the structure fixed and lets only the real inputs, quantities and sell-through rates, change between reorders.
06In plain words

Once you know how to split stock by selling potential, how to choose the right method, and how to read real sales to update an estimate, the last step is putting all of that into one sheet you use every time, rather than starting from nothing on each new reorder. List every store or group of stores as its own line, pick the right way to split stock for each line, apply the size split inside each line's own total, and check the whole thing adds up before anything gets packed. Keep the same sheet and update only the numbers.

07Quick check
  • A complete worksheet has one row per store or cluster, the right method applied to each row, and a size curve inside every row.
  • A final check row confirms every row's own total adds up to the confirmed shipment quantity.
  • Real sell-through, once available, replaces the original estimate as a worksheet's own input for a later reorder.
  • Size curve is always a separate step applied after a row's own store-level total is already known.
  • One reusable worksheet, with its structure kept fixed, is more reliable than rebuilding the calculation from scratch each time.
  • The same worksheet structure works for domestic and export retailers alike; only the numbers entered change.
08Workplace scenario

Cedar & Co.'s buyer hands the completed worksheet to Delta Garments before the 600-piece reorder is packed

The worksheet is finished: two individual rows for the large shops, one cluster row for the ten small shops, a size curve applied inside every row, and a final check confirming the totals add up to 600 pieces. Delta Garments' merchandiser asks whether the worksheet alone is enough to start packing.

Completed worksheet summary. Large shop A: 220 pieces. Large shop B: 120 pieces. Small-shop cluster: 260 pieces. Total: 600 pieces, matches confirmed reorder. Each row's own total split 1:2:2:1 by size.

Is this worksheet, on its own, a complete packing instruction for the factory? Decide before opening the answer.

Show decision

Yes, provided every row shown here already carries its own size split, not just its own store-level total. A complete worksheet answers both questions a factory needs.

First, the worksheet's own store-level totals, 220, 120 and 260 pieces, already add up to the confirmed 600-piece reorder, the check this course has stressed from lesson T21-C01-L02 onward.

Second, if each of those totals has already been split by the fixed 1:2:2:1 size ratio, the factory has everything it needs: how many pieces per store or cluster, and how many of each size within that total.

A worksheet missing either piece, a store split without a size split, or a size split that does not reconcile back to 600, is not yet complete, whatever its totals appear to show.

09What it costs

What packing against an incomplete worksheet would cost Cedar & Co.

Using this lesson's own illustrative figures:

Confirmed reorder total: 600 pieces
Total if the small-shop cluster's own row were mistakenly left out: 340 pieces
Pieces missing from the packing instruction: 600 - 340 = 260 pieces

Leaving out the small-shop cluster's own row entirely would mean Delta Garments packs only 340 of the confirmed 600 pieces, leaving 260 pieces, the ten small shops' own combined share, unaccounted for until someone notices the shortfall against the confirmed reorder, exactly the kind of gap a completed worksheet's own final check row is built to catch before packing ever starts.

10Working template

Store allocation worksheet: the complete workbook combining every method from this course

Open the course workbook's "Complete allocation" sheet. It combines the store rows, cluster grouping, size curve and final check into one reusable structure, ready to update with a new confirmed quantity and fresh sell-through data before every single future reorder is actually packed.

[Download the Store allocation worksheet](../../templates/T21-C01-store-allocation-worksheet.xlsx)

Download the Store allocation worksheet (Excel)

11Check yourself

1. What does a completed allocation worksheet's own final check row confirm?

2. A worksheet has three rows totalling 580 pieces, but the confirmed reorder is 600 pieces. What does this mean?

12Glossary
ENARFRTRMeaning
Store allocationتوزيع المحلاتRépartition entre magasinsMağaza tahsisiSplitting a confirmed shipment quantity across a retailer's own stores or shops, rather than shipping it all to one central point.
Store clusterتجميع المحلاتGrappe de magasinsMağaza kümesiA group of stores treated as one unit for allocation, because they share a similar level of selling potential.
Size curveمنحنى المقاساتCourbe de taillesBeden eğrisiThe size ratio a style is cut in, used to split an allocation quantity across sizes rather than across stores.
Sell-through rateمعدل البيع الفعليTaux d'écoulementSatış oranıThe share of stock actually sold within a planned period, used to judge whether a forecast was right.
Allocation ratioنسبة التوزيعRatio de répartitionTahsis oranıEach store's own selling potential expressed as a share of the total selling potential across all stores receiving the shipment.
Working templateنموذج عملModèle de travailÇalışma şablonuA single reusable worksheet that carries a course's own calculations from raw inputs to a finished, checked result.
13Next

Course complete

You have completed Course 1: Allocation Fundamentals. You can now decide what allocation adds beyond open-to-buy and a season plan, calculate a selling-potential allocation, choose the right method for a given shipment, read sell-through to adjust later shipments, and build a complete allocation worksheet. Back to the course map

14Ladder

RecognizeTell a worksheet's own store-level total apart from its own size-level split within that total.
ConnectSee how selling potential, clustering, size curve and sell-through all feed into one finished worksheet.
CompareWeigh rebuilding a calculation from scratch against reusing one worksheet with updated inputs.
DecideJudge whether a completed worksheet is actually ready to hand off to a factory for packing.