Assortment · NetSuite · Director Store Ops

Director Store Ops: assortment straight off NetSuite

Ward reads straight from sales orders, inventory, purchase orders from Oracle NetSuite, runs assortment on it, and delivers the store operations read every morning.

How a Director Store Ops runs assortment off Oracle NetSuite

Managing 800 stores from a spreadsheet is insane. Ward hands back daily cards scoped to store operations decision-making.

Here is assortment planning in plain terms. Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate.

Under the hood. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.

The connection itself. Ward connects via SuiteTalk REST or SOAP APIs. Token-based authentication. Read-only access to your NetSuite instance.

What you get

  • Store cluster segmentation
  • SKU rationalization recommendations
  • Whitespace opportunity detection
  • Planogram optimization inputs
app.getward.ai Live demo
Acme Retail @Merchandising: VP Analyst claude-sonnet default
A

Chat

Ask anything. Ward routes to the right agent and returns cited answers.

Why did Store 37 miss target last week?
You · 9:42 AM
Schema Scout · routed to Merchandising Agent

I pulled Store 37’s last 28 days against the chain baseline. Two root causes, both compounding.

SignalFinding
labor_efficiencyRev/labor-hour −22% vs. cluster, staffing mismatch at 11a–1p peak
inventory.freshFresh fill 83%, backroom replenishment lag at 2–4p
promo.liftBOGO 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.

8 parallel queries 3 sources cited confidence 0.92
Show me how to fix the staffing mismatch.
You · 9:43 AM
Labor Agent · drafting schedule diff
Querying labor_scheduling
Ask anything, Ward routes to the right agent. Cmd+K

Reporting

Pinned views built from saved data-lake queries. Every number re-derivable from its SQL.

7d13w52w
Revenue vs. forecast
$48.2M
+4.2% WoW
Gross margin %
24.1%
−3.2pp
Fill rate, fresh
83.4%
−4.1pp
Shrink, West region
2.41%
+0.8pp
Revenue vs. forecast 13 weeks actual, 6 weeks forecast, 80% interval
Actual Forecast 80% interval
% of plan 106 94 100 forecast → W−13 W−5 today +6wk
Holt-Winters + weather regressor MAPE 4.1% at 4wk Backtested 24 months Crosses plan in 3 weeks
Forecast error by horizon MAPE, 24-month backtest
1wk 2.1%
2wk 3.0%
4wk 4.1%
8wk 6.3%
13wk 8.9%
Accuracy bar for promo decisions: ≤5% at 4wk
Models in production Every forecast ships a model card
ModelHorizonMAPE
holt_winters4wk4.1%
arima_sarimax13wk8.9%
gbm_demand1wk2.1%
bayes_hiernew store11.4%

Sources

Connect external systems to the data lake.

NameTypeLast sync
sap_pos_transactionsimport2m ago
sap_inventory_shrinkageimport2m ago
sap_labor_schedulingimport14m ago
retail_inventory_weeklyimport1h ago
retail_google_ads_dailyimport1h ago
retail_meta_ads_dailyimport1h ago
retail_ga4_website_dailyimport1h ago

Policies

Browse and manage Cedar access policies for your tenant.

TLS 1.3 AES-256 Read-only SOC 2 II
Policy IDEffectResources
merch-read-defaultpermitModel::*
finance-read-shrinkagepermitModel::"inventory_shrinkage"
vendor-blockedforbidModel::"labor_*"
region-west-onlypermitTenant::"acme"
Assortment on NetSuite data, live product demo.

What Ward has eyes on.

The connection to Oracle NetSuite is read-only and runs on your schedule. Ward ingests sales orders, inventory, and the rest of the feed, then stitches together it with external context your ERP does not carry: weather, local events, competitor pricing.

The assortment model runs daily, not on a reporting calendar. It flags the pattern, traces the cause, and attaches the next step before the number reaches a review deck.

Why this combination
is its own problem.

Assortment Planning needs sales orders and inventory at minimum. Oracle NetSuite carries both, at the grain the model needs. That is the whole integration story: no middleware, no staging warehouse, no custom extract.

What the first 90 days
actually look like.

  1. 01

    Week 1: connect

    Read-only credentials to Oracle NetSuite. Ward ingests sales orders, inventory, purchase orders and starts building baselines. First daily cards land inside 48 hours, before baselines are stable, so you can see the shape of the output early.

  2. 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.

  3. 03

    Weeks 4 to 12: steady state

    Ward delivers insight cards daily, each with root cause and the next step. Volume settles at a level a single person can read over coffee. The measure of success is not how many findings arrive, it is how many get acted on.

How Ward connects to Oracle NetSuite

Ward integrates with NetSuite SuiteCommerce, inventory management, and financials. Mid-market retailers get enterprise-grade insight cards.

Setup: Ward connects via SuiteTalk REST or SOAP APIs. Token-based authentication. Read-only access to your NetSuite instance.

Data Ward reads from NetSuite

Sales orders
Inventory
Purchase orders
Customer records
Financial summaries
Item fulfillment

Impact metrics with NetSuite

Inventory Accuracy
Discrepancies reconciled live
POS and fulfillment data cross-checked against NetSuite counts.
Order Fill Rate
Stockouts preempted
Demand forecasting layered onto NetSuite purchase orders.
Gross Margin
Margin erosion flagged
Pricing drift and vendor cost creep caught across financials.
Cash Conversion Cycle
Days of supply reduced
Demand-inventory alignment frees tied working capital.

Data lake enrichment

Ward enriches NetSuite data with: Sales orders, Weather & events, Customer segments, Vendor performance, Market pricing data

Managing 800 stores from a spreadsheet is insane.

Pain points
  • ×Morning check-ins rely on phone calls and email chains
  • ×No single view of which stores need attention today
  • ×Labor scheduling is disconnected from demand signals
  • ×Planogram compliance is checked manually, quarterly
  • ×Exception management is reactive and inconsistent
How Ward helps
  • Morning brief delivered at 06:47 with prioritized action list
  • Estate-wide heat map of store performance, updated hourly
  • Staffing recommendations correlated with predicted traffic
  • Planogram compliance anomalies detected and flagged
  • Consistent exception handling with recommended actions

Poor labor allocation and inconsistent execution cost multi-store retailers 3–5% in lost sales. Source: RSR Research

Frequently asked questions

Ward connects via SuiteTalk REST or SOAP APIs. Token-based authentication. Read-only access to your NetSuite instance. Data points include: Sales orders, Inventory, Purchase orders, Customer records, Financial summaries, Item fulfillment.

Managing 800 stores from a spreadsheet is insane. Ward solves this with automated insight cards: Morning brief delivered at 06:47 with prioritized action list. Estate-wide heat map of store performance, updated hourly. Staffing recommendations correlated with predicted traffic.

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.

See what assortment problems Ward catches.

Root causes, not just alerts. See it on your data.

Read-only to start · your LLM keys · SOC 2 Type II underway · or book a call directly

Find out what your data has been hiding.

Tell us about your operation. We’ll show you the problems Ward catches, and the ones your current tools miss.

Step 1 of 3
What are your goals?
Step 2 of 3
About your operation
Step 3 of 3
Your contact info