VP Merchandising: assortment straight off Epicor
Stock what sells. Cut what doesn't. Ward runs it off Epicor, scoped to what a VP Merchandising owns.
How a VP Merchandising runs assortment off Epicor
Your category managers are drowning in spreadsheets. Ward brings up the readings that change a merchandising decision.
What assortment planning does: Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate.
The mechanism. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
Setup: Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse.
The short list
- Planogram optimization inputs
- Store cluster segmentation
- SKU rationalization recommendations
- Whitespace opportunity detection
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled Store 37’s last 28 days against the chain baseline. Two root causes, both compounding.
| Signal | Finding |
|---|---|
labor_efficiency | Rev/labor-hour −22% vs. cluster, staffing mismatch at 11a–1p peak |
inventory.fresh | Fresh fill 83%, backroom replenishment lag at 2–4p |
promo.lift | BOGO crackers cannibalized Brand Y by 28%, net category +6% |
Recommend: re-baseline Store 37 schedule against true peak, raise replen window to 1p, and review the BOGO before next cycle.
labor_scheduling…
Reporting
Pinned views built from saved data-lake queries. Every number re-derivable from its SQL.
| Model | Horizon | MAPE |
|---|---|---|
holt_winters | 4wk | 4.1% |
arima_sarimax | 13wk | 8.9% |
gbm_demand | 1wk | 2.1% |
bayes_hier | new store | 11.4% |
Sources
Connect external systems to the data lake.
| Name | Type | Last sync |
|---|---|---|
sap_pos_transactions | import | 2m ago |
sap_inventory_shrinkage | import | 2m ago |
sap_labor_scheduling | import | 14m ago |
retail_inventory_weekly | import | 1h ago |
retail_google_ads_daily | import | 1h ago |
retail_meta_ads_daily | import | 1h ago |
retail_ga4_website_daily | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
merch-read-default | permit | Model::* |
finance-read-shrinkage | permit | Model::"inventory_shrinkage" |
vendor-blocked | forbid | Model::"labor_*" |
region-west-only | permit | Tenant::"acme" |
What Ward has eyes on.
Ward ingests sales orders, inventory, purchase orders from Epicor on a read-only connection. Nothing is written back, and your ERP configuration does not change. Epicor stays the system of record.
Stock what sells. Cut what doesn't. Ward runs the model continuously rather than on a reporting cycle, which is why a finding lands the morning the pattern starts instead of at the end of the period.
Why this combination
is its own problem.
Most assortment projects stall at data access. This one does not, because Epicor already exposes sales orders, inventory, purchase orders through an API Ward reads directly.
What the first 90 days
actually look like.
-
01
Week 1: connect
Read-only credentials to Epicor. Ward ingests sales orders, inventory, purchase orders and starts building baselines. First insight cards land inside 48 hours, before baselines are stable, so you can see the shape of the output early.
-
02
Weeks 2 to 3: calibration
Baselines stabilize per store and per category. Ward stops flagging normal variance and starts flagging exceptions. This is the window where the false positive rate drops sharply.
-
03
Weeks 4 to 12: steady state
Ward hands back findings each day, each with the driver and the next step. Volume settles at a level a single person can read over coffee. The measure of success is not how many daily cards arrive, it is how many get acted on.
How Ward connects to Epicor
Ward integrates with Epicor for home improvement, furniture, and building supply retailers. Inventory, purchasing, production, and sales data power insight cards.
Setup: Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse.
Data Ward reads from Epicor
Impact metrics with Epicor
Data lake enrichment
Ward enriches Epicor data with: Sales orders, Weather & events, Contractor/Pro data, Competitor pricing, Vendor scorecards
Your category managers are drowning in spreadsheets.
- ×Promo planning still runs off last year's playbook
- ×Assortment reviews happen quarterly when they should happen daily
- ×Price changes chase the market a week behind it
- ×No visibility into true cannibalization across categories
- ×Vendor negotiations lack real-time sell-through evidence
- ✓Insight cards flag promo cannibalization the day it happens
- ✓Assortment gaps and whitespace opportunities surface automatically
- ✓Price elasticity shifts detected before margin erosion compounds
- ✓Category-level performance cards replace manual spreadsheet reviews
- ✓Vendor scorecards generated from actual fill rate and quality data
Retailers lose an estimated $300B+ annually to suboptimal assortment and promotional decisions. Source: McKinsey & Company
Frequently asked questions
Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse. Data points include: Sales orders, Inventory, Purchase orders, Customer accounts, Pricing tiers, Vendor performance.
Your category managers are drowning in spreadsheets. Ward solves this with automated insight cards: Insight cards flag promo cannibalization the day it happens. Assortment gaps and whitespace opportunities surface automatically. Price elasticity shifts detected before margin erosion compounds.
First insight cards arrive within 48 hours of data connection. Ward needs approximately 2 weeks to establish stable baselines for your specific operation.
No. Ward sits on top of your existing stack. It is the proactive intelligence layer that watches your data continuously and delivers insight cards, so your team acts on findings instead of hunting for them.
Related solutions
See what assortment problems Ward catches.
Root causes, not just alerts. See it on your data.
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