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- Overview
- Platform setup and administration
- Platform setup and administration
- Platform architecture
- Data Bridge onboarding overview
- Connecting a Peak-managed data lake
- Connecting a customer-managed data lake
- Creating an AWS IAM role for Data Bridge
- Connecting a Snowflake data warehouse
- Connecting a Redshift data warehouse (public connectivity)
- Connecting a Redshift data warehouse (private connectivity)
- Reauthorizing a Snowflake OAuth connection
- Using Snowflake with Peak
- SQL Explorer overview
- Roles and permissions
- User management
- Inventory management solution
- Commercial pricing solution
- Merchandising solution
- About merchandising solution
- How the merchandising solution works
- Prerequisites
- Using the merchandising solution
- Data requirements
Supply Chain & Retail Solutions user guide
Last updated Apr 16, 2026
Using the merchandising solution
Use the UiPath solution for merchandising to review merchandising context, evaluate options, and decide on actions as part of regular planning or campaign cycles.
Reviewing merchandising context
Start by reviewing the current merchandising context for the products or campaigns you are responsible for.
To review merchandising context:
- Open the merchandising solution and select the assortment, campaign, or scenario you want to review.
- Review available insights related to demand, performance, or constraints.
- Identify areas where merchandising actions may need to be adjusted or reassessed.
Evaluating merchandising options
After reviewing the context, evaluate the options or recommendations provided by the solution.
To evaluate merchandising options:
- Review suggested merchandising actions or insights.
- Assess how each option aligns with inventory availability, pricing strategy, and business objectives.
- Compare alternatives, when available, to understand trade-offs.
Deciding and acting using existing systems
Once you have evaluated options, decide which merchandising actions to take.
To act on merchandising decisions:
- Confirm which actions align with current plans and constraints.
- Execute approved actions in your existing merchandising or campaign systems.
- Document decisions or assumptions as needed.
Reviewing outcomes and adjust
Merchandising conditions change as demand, inventory, and commercial priorities evolve.
To maintain effective merchandising practices:
- Review the outcomes of previous merchandising actions.
- Assess whether expected impacts were achieved.
- Adjust future plans as conditions change.