Featured in WWD A Retail Industry Whitepaper by Merchmix

FOR RETAIL TEAMS PLANNING IN SPREADSHEETS

Excel can hold the plan. It cannot run it. 

Your WSSI, OTB and weekly trade views live in Excel because nothing else kept up. Merchmix takes those same views and makes them live: sales, stock, intake and OTB update themselves, everyone works from one version of the truth, and a decision becomes a PO, an allocation or a markdown without leaving the system.

Merchmix Merchandise Financial Planning interface showing weekly sales, forecast, last year comparisons, open-to-buy plan and committing adjustments
One
LIVE VERSION OF THE TRUTH
Zero
SUNDAY NIGHT EXPORTS
Monday
NUMBERS ALREADY FRESH AT TRADE
THE PROBLEM

The spreadsheet was never the problem. Everything around it was.

Somebody exports sales on Sunday night. Somebody else pastes intake into a different tab. By Monday's trade meeting there are four versions of the file, and the first twenty minutes go to arguing about whose numbers are right instead of what to do about them. The plan is careful, the formulas are clever, and none of it can touch the business. A spreadsheet cannot raise a PO, push an allocation or flag that a size curve broke while everyone was asleep.

01

Stale on arrival

Every view is an export, and every export is already out of date. You trade this week on last week's truth.

02

Four versions of final

Somewhere there is a file called FINAL_v7_ACTUAL. One file per person, one truth per file, and version control eats the meeting before decisions even start.

03

A plan that cannot act

The decision lives in a cell. Getting it into the business means retyping it into three other systems and hoping.

VS SPREADSHEETS

Everything the spreadsheet does, live. Everything it cannot, built in.

Spreadsheets earned their place. They are flexible, familiar, and every merchandiser on earth can build one. What they cannot do is stay live, agree with each other, or act on the business. Merchmix keeps the views your team already trusts, the WSSI, the OTB, the weekly trade grid, in the editable grid format they already work in, and connects them to real sales, stock and intake, with approvals, an audit trail and execution built in. And when you still want a file, it exports to Excel.

merchmix.

Live
ONE VERSION OF THE TRUTH
Connected
DECISION TO EXECUTION

Spreadsheets

Flexible
ANY MODEL YOU CAN BUILD
Familiar
ZERO LEARNING CURVE
WSSI, OTB and range plans that update themselves
Model anything instantly, no vendor required
Sales, stock and intake refreshed live, no exports
Everyone on the team already knows it
One version of the truth for every team
Already on every laptop in the business
TY vs LY vs LY-1 comparison built in
Ideal for one-off analysis and scratch work
Approvals and a full audit trail on every change
You own every formula end to end
AI forecasting and merchandising recommendations
A decision becomes a PO, an allocation or a markdown in the system
Weekly trade review replaces the emailed recap deck
Critical path timelines replace the spreadsheet project plan
Import and export Excel and CSV whenever you want the file
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WHAT MERCHMIX DOES

One platform. Built to grow with you.

Merchmix helps your team plan what to buy, put stock where demand is, and keep the shop floor selling. Every module stands alone: buy one, buy a few, or run the whole platform. Most retailers start with Core, because that is where it hurts.

ARRO allocation and replenishment module icon

ARRO

Move stock to live demand

Allocation and replenishment by SKU, store, channel and week, using live stock, rate of sale, cover, store grades and size curves.

Truly modular.

Start where the pressure is. Add modules as your team grows, with every workflow connected to the same sales, stock and planning truth.

Planogram and visual merchandising module icon

Planogram

Make the shop floor match the plan

2D and 3D floor plans, VM guides, compliance and fixture-level ROI connected to range and stock performance.

Most start here
Merchmix Core planning workflow module icon

Core

Plan the season. Trade the day.

Budgets, MFP/WSSI, OTB, option planning, range planning, dashboards, reporting packs, product reviews and AI actions, all connected to daily retail decisions.

Connects to your stack

ERP, POS, ecommerce and supplier data, connected in one workflow.

Merchmix ERP module icon

ERP

Run retail operations

Products, inventory, purchasing, sales and finance workflows connected to planning and execution.

Merchmix PLM module icon

PLM

Develop product into the range

Specs, samples, suppliers and critical path linked directly to buying, planning and store execution.

Merchmix WMS module icon

WMS

Run the warehouse

Receiving, putaway, picking, packing, dispatch and warehouse KPIs tied to the same stock truth.

Merchmix OMS module icon

OMS

Take orders from anywhere

Routing, splits, backorders, dropship and fulfilment exceptions across every channel and location.

FROM VISIBILITY TO ACTION
Merchmix connected planning, execution, and performance workflow diagram

Built from 18+ years of retail experience.

Merchmix is shaped by retail operators, not outside observers. The founding team spent 18+ years inside retail brands running budgets, MFP/WSSI, OTB, range planning, allocation and daily trade, and for most of those years the tool was a spreadsheet. Merchmix is the system they wished the file could be.

INTEGRATION MODEL

Built to connect your stack.

Merchmix connects to the systems you already use, giving teams one live view of sales, stock, orders, suppliers and store performance. Nothing gets ripped out: your ERP, POS and ecommerce tools keep doing their jobs, and the exports your team used to run by hand become feeds that run themselves.

Bring your existing plans with you: upload your Excel and CSV files to get started, and export any view back out whenever you need a file.

Truly modular. Start with the workflow that hurts most, for most teams that is the WSSI, then add more as the business grows.

FAQ

Frequently Asked Questions

What is the best alternative to Excel for retail planning?+
A retail operating system that keeps the same planning views live. Merchmix connects WSSI, OTB, range planning, allocation and weekly trade to real sales, stock and intake, so plans update themselves and decisions execute in the system instead of living in files.
Can I build a WSSI in Excel?+
Yes, and most merchandising teams have. The limits show up in trade: exports go stale, versions multiply, and the file cannot act on the business. Merchmix runs the same weekly sales, stock and intake structure as a live view with approvals and a full audit trail.
What is the difference between WSSI and MFP?+
They describe the same discipline. WSSI, weekly sales stock and intake, is the UK and European term; MFP, merchandise financial planning, is the US one. Merchmix runs both as one live planning grid.
Does Merchmix replace Excel?+
It replaces the jobs Excel was never built for: live planning, version control, approvals and execution. Any view still exports to Excel whenever your team wants a file for offline analysis.
How does data get in without manual exports?+
Through 300+ connectors across ERP, POS, ecommerce and supplier systems, sales, stock and intake feed in automatically. Your ERP stays the system of record, with approval-first write-back.
Do we lose the flexibility of spreadsheets?+
Spreadsheets stay ideal for one-off analysis and scratch work, and that is where they should stay. Merchmix takes over the repeatable operating views, the WSSI, the OTB, weekly trade, where flexibility without version control is exactly what breaks.
What does moving off spreadsheets involve?+
Less than replacing a system, because there is no system to replace. Merchmix connects to the stack you already run, your existing plans upload via Excel and CSV as the starting point, and teams typically start with the workflow that hurts most, then add modules as the business grows.
Why do retailers move off spreadsheets for merchandise planning?+
Version control, stale exports, error risk, and no route from decision to execution. The plan is usually good. The problem is that a file cannot see the business or act on it.
Is Merchmix hard to learn for a team that lives in Excel?+
No. The planning views are editable grids, week-by-week rows with TY vs LY vs LY-1 alongside, the same shape as the WSSI your team already runs. What changes is what sits behind the grid: live data, approvals and a route from every decision to execution.

Retire the file, keep the discipline.

See your own WSSI, OTB and weekly trade running live in Merchmix, connected to real sales, stock and intake, with a route from every decision to execution.

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