Build your merchandise markdown approval.

How to build your merchandise markdown approval

1. 1

   Describe the job

   Keep proposed markdowns tied to the SKU, location and approved selling period.

2. 2

   Review the first version

   Choose how the store coordinator records the SKU and how the buyer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your merchandise markdown approval

• Keep the SKU in context

  Keep SKU, location, current price, proposed price, reason, approver and effective period together so the next person can understand the request or record.

• When the next step needs a decision

  A store requests a markdown after the promotion period ended. Keep the new effective dates subject to review rather than applying the previous approval.

• Keep effective period visible

  Record the approved price and effective dates before a store changes the display.

• Choose what each person needs

  Give the store coordinator a working view and the buyer a review view. Keep SKU and location attached to the decision as the work moves between them.