Assortment Planning + NetSuite + Home Retail: Built for Head of Procurement
Home operators find Assortment problems in post-mortems and quarterly reviews. Ward catches them daily, with root causes and recommended actions. Your Procurement team has the data. What they don't have is bandwidth to find what's buried in it.
What is Assortment Planning for Home Improvement?
Assortment Planning is the process of ward analyzes sell-through by store cluster to recommend which skus to add, drop, or reallocate.
For Home Improvement retailers specifically, this means monitoring 50,000+ SKUs across stores. Project-based purchasing, long-tail SKUs, and seasonal volatility. Ward manages the complexity of 50,000+ SKU environments with ease.
How Ward delivers Assortment insight cards: Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
Key capabilities
- Store cluster segmentation
- SKU rationalization recommendations
- Whitespace opportunity detection
- Planogram optimization inputs
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…
Dashboards
Pinned views built from saved data-lake queries.
Models
Browse, search, and manage data–lake model definitions for your tenant.
| Name | Namespace | Version |
|---|---|---|
retail_pos_transactions | retail | 1.0 |
retail_inventory_snapshot | retail | 1.2 |
retail_labor_scheduling | retail | 1.0 |
retail_promo_calendar | retail | 1.1 |
retail_supplier_performance | retail | 1.0 |
sap_inventory_shrinkage | sap | 1.0 |
ga4_daily_events | marketing | 1.0 |
meta_ads_ad_level | marketing | 1.0 |
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 |
Architecture
Two ways to connect. Federate against your live systems, or ingest into Ward’s data lake. Toggle below.
sap.possnow.inventoryPipelines
Move data from sources into models on a schedule.
| Name | Source | Model | Status | Schedule |
|---|---|---|---|---|
sync_sap_pos_transactions | sap_pos_transactions | pos_transactions | enabled | hourly |
sync_sap_labor_scheduling | sap_labor_scheduling | labor_scheduling | enabled | daily |
sync_sap_inventory_shrinkage | sap_inventory_shrinkage | inventory_shrinkage | enabled | daily |
sync_retail_inventory_weekly | retail_inventory_weekly | inventory_weekly | enabled | weekly |
sync_retail_google_ads_daily | retail_google_ads_daily | google_ads_daily | enabled | daily |
sync_retail_ga4_website_daily | retail_ga4_website_daily | ga4_website_daily | enabled | daily |
Streams
Real-time ingestion pipelines.
pos.txnstore_037 — basket $42.18inv.movedc_west → store_104labor.clockstore_022 shift_startpos.txnstore_211 — basket $19.04
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
merch-read-default | permit | Model::* |
finance-read-shrinkage | permit | Model::"shrinkage" |
vendor-blocked | forbid | Model::"labor_*" |
region-west-only | permit | Tenant::"acme" |
Entities
Principals and resources referenced by Cedar policies.
| Entity UID | Type | Tenant |
|---|---|---|
Tenant::"acme" | Tenant | acme |
Model::"sap.pos_transactions" | Model | acme |
Model::"sap.inventory_shrinkage" | Model | acme |
Model::"sap.labor_scheduling" | Model | acme |
Model::"retail.toast_pos_daily" | Model | acme |
Model::"retail.ga4_website_daily" | Model | acme |
Providers
Manage LLM API keys and the model profiles that use them.
| Name | Provider | Used by | Created |
|---|---|---|---|
anthropic-default | Anthropic | 3 profiles | Apr 22 |
openai-default | OpenAI | 2 profiles | Apr 22 |
gemini-default | Gemini | 1 profile | Apr 22 |
ollama-onprem | Ollama | 2 profiles | Apr 22 |
LLM-agnostic. Bring your own key, route per task. No lock-in.
Settings
Manage your dashboard preferences and account.
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Why Assortment matters for Home retail
The top 2,000 SKUs generate the bulk of revenue, but the remaining 48,000 are what makes you a project destination. Drop a niche fitting and you lose the entire project basket. Ward identifies which tail SKUs are project-basket anchors worth keeping and which are truly dead weight that should be rationalized.
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
Impact metrics with NetSuite
Data lake enrichment
Ward enriches NetSuite data with: Sales orders, Weather & events, Customer segments, Vendor performance, Market pricing data
Merchandising wants Ward. You sign the contract.
- ×Business sponsor saw the demo. You have a week to vet a vendor you didn't pick
- ×AI vendors price by seats and tokens. Total cost is unknowable until invoice three
- ×Multi-year commits with auto-renew. No exit if the pilot stalls
- ×Renewals come back 30% higher with no leverage and no benchmark
- ×Security and DPA reviews start after the team has already committed
- ✓MSA, DPA, SOC 2 II, and architecture review available before signature
- ✓Month-to-month contracts. No multi-year lock-in. No auto-renew traps
- ✓Transparent pricing tied to scope and store count, not seats or tokens
- ✓14-day insight guarantee. If Ward doesn't deliver, month two is on us
- ✓Reference customers and a 850+ store live pilot operator you can interview
Enterprise SaaS spend grew 18% YoY. 53% of subscriptions are underused or duplicative. Source: Gartner
Long-tail rationalization, plumbing department
Plumbing carries thousands of SKUs, hundreds with zero sales in 90 days. Ward's project basket analysis reveals that many of those "dead" SKUs appear alongside high-velocity project items — a specialty elbow fitting with minimal standalone sales is still critical to a complete project basket. Deleting it sends the customer to a competitor for the entire job. Ward separates true orphaned SKUs from project-basket anchors and recommends cutting only the former.
What a Ward insight card looks like
Cluster B stores (urban, high-traffic) underperforming on premium snacks vs Cluster A by 34%. Assortment gap: 12 SKUs missing.
Home KPI impact
Frequently asked questions
Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate. For Home retail specifically, Ward monitors 50,000+ SKUs across your stores and delivers automated insight cards with root cause analysis and recommended actions.
Ward tracks Project basket value, Seasonal accuracy, Long-tail turn, Pro customer share, Attachment rate at the store-category level. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
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.
Yes. Ward reads NetSuite data and combines it with contextual signals (weather, events, demographics) to generate Home-specific insight cards. No custom development required.
Merchandising wants Ward. You sign the contract. Ward solves this with automated insight cards: MSA, DPA, SOC 2 II, and architecture review available before signature. Month-to-month contracts. No multi-year lock-in. No auto-renew traps. Transparent pricing tied to scope and store count, not seats or tokens.
Ward delivers daily insight cards covering Project basket value, Seasonal accuracy, Long-tail turn — tailored for Procurement decision-making. Each card includes what changed, why it matters, and what to do next.
Ward tracks long-tail project basket affinity, Pro vs DIY assortment dependency, seasonal SKU activation cycles, and revenue-per-linear-foot by department and planogram section.
Plumbing carries thousands of SKUs, hundreds with zero sales in 90 days. Ward's project basket analysis reveals that many of those "dead" SKUs appear alongside high-velocity project items — a specialty elbow fitting with minimal standalone sales is still critical to a complete project basket. Deleting it sends the customer to a competitor for the entire job. Ward separates true orphaned SKUs from project-basket anchors and recommends cutting only the former.
First insight cards arrive within 48 hours of data connection. Ward needs approximately 2 weeks to establish robust 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
Insights surface
Ward’s agents detect what changed, why it matters, and what to do about it. Every insight includes a recommended action. Not just a chart to interpret.
Insights become actions
Any insight card can be turned into a tracked ticket or task. Dispatched to the right person, on the right channel: mobile push, text, or email. Not every insight needs a ticket. When one does, it has an owner.
Your team responds
Insights get voted up or down with reasoning. Tickets get completed or rejected. Every response is a signal. Ward learns what worked, what missed, and why.
Outcomes measured
Ward evaluates real results: revenue, margin, fill rate, labor cost. Did the action actually improve the number it targeted? Measured outcomes, not assumptions.
Agents get sharper
Every vote, every completed ticket, every measured outcome feeds back in. Ward learns from your team’s judgment and real-world results. Each cycle sharpens the next. Then it starts again.
See what Home assortment problems Ward catches.
Root causes, not just alerts. See it on your data.
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.