FOR PLANNERS
Plan the season once, and trade it from the same numbers.
The budget lives in one file, the MFP in another, the open to buy in a third, and Monday starts by reconciling all of them. Merchmix runs the whole cycle on one set of numbers, so what you commit in the plan is what you trade against in the week.
WHAT YOU GET
Four things planners get out of it.
Take a budget into the season that holds.
Sales, margin, intake and closing stock are phased across the year by department, and the approved budget flows into the plan rather than being re-keyed into it.
Open Monday to a plan that is already current.
Sales, stock, intake and margin update as the week trades, with variance against plan on the same line, so nothing is rebuilt before the meeting starts.
Catch cover drifting while you can still fix it.
Weeks cover is tracked against target by category with the trend attached, so a line falling out of range is visible in the week it moves rather than when markdown is the only option left.
Stop reconciling the same number four ways.
Merchandisers, planners, buyers and heads of trading work in the same grid, and finance plans against the same committed numbers rather than a separate model.
The committed weekly plan is the record allocation, replenishment and finance work from, so the plan is not a document anyone has to keep in step by hand.
THE CYCLE
Set the season, trade the week, review it, repeat.
The planner's year runs through three stages, and each one reads the numbers the last one committed. Nothing is re-keyed between them.
The weekly grid, planned and committed.
Sales, stock, intake and margin by week, with variance against plan on the same line. Edit forecast values in the grid, move department to category to subcategory, and restore any earlier version. Exceptions are flagged against tolerance while the correction window is still open.

Open to buy, live against the plan.
Buyers commit long before the season proves them right. Merchmix holds the open to buy position on the same grid your team trades from, so the budget is checked at the point of decision rather than reconciled weeks later.
Live budget position.
What is left to spend, at cost or retail, by department.
Commitment tracking.
Orders raised count against the buy the moment they go out.
Continuous recalculation.
Sales, intake and forecast changes feed the position. No separate sheet.
Pre-commitment check.
Every order tested against remaining budget before approval.
The trade review, written before Monday.
Performance against budget and last year, best and worst sellers, and the actions to take, compiled automatically and delivered to the inbox every Monday. Nobody logs in to generate it, and it reads straight off the same grid rather than a copy of it.

Each screen commits into the next, so the budget you approved in March is traceable through the weekly plan to the actions in the Monday pack.
Frequently asked questions about retail planning
Plan one season on your own numbers.
A six-week proof of concept on your own data. Bring a department and last season's actuals, and see the budget, the weekly grid, the open to buy position and the first trade pack in one place.
Updated 4 September 2026