Category Management & Retail Merchandising
Category Management & Retail Merchandising
This course is part of Retail Management and Supply Chain Strategy Specialization
Instructor: EDUCBA
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What you'll learn
Apply category management and assortment planning techniques to optimize retail product portfolios.
Analyze merchandise forecasting, budgeting, and Open-to-Buy controls for inventory decisions.
Evaluate store clustering, space planning, and planogram strategies to improve retail performance.
Skills you'll gain
Details to know
June 2026
11 assignments
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There are 3 modules in this course
Master retail merchandising, category management, and assortment planning to drive sales and profitability.
Learn how top retailers optimize product selection, inventory, and store space using data-driven strategies. This course provides a comprehensive understanding of retail merchandising, covering category management, merchandise planning, forecasting, and inventory control. Learners will explore how to structure product categories, define roles, and develop strategies that align with customer needs and business goals. You will gain practical skills in merchandise budgeting, Open-to-Buy (OTB) control, and assortment planning frameworks. The course also dives into advanced concepts like store clustering, space management, and planogram design to optimize retail performance. By the end of this course, learners will be able to apply real-world merchandising techniques, improve product visibility, and make data-driven decisions that enhance customer experience and maximize sales outcomes.
Learn how to define, evaluate, and manage product categories using structured frameworks, performance metrics, and strategic execution techniques to drive retail success.
What's included
6 videos4 assignments
6 videosβ’Total 44 minutes
- Introduction and Syllabusβ’5 minutes
- Introduction to Category Managementβ’4 minutes
- Category Management Process Category Definitionβ’10 minutes
- Category Roles, Category Assessment & Category Performance Measureβ’10 minutes
- Category Strategies & tacticsβ’10 minutes
- Implementation and Review Enabling components of category managementβ’6 minutes
4 assignmentsβ’Total 60 minutes
- Foundations of Category Managementβ’30 minutes
- Getting Started with Category Managementβ’10 minutes
- Defining and Evaluating Categoriesβ’10 minutes
- Strategy, Tactics, and Executionβ’10 minutes
Develop expertise in merchandise hierarchy, forecasting, budgeting, and Open-to-Buy control to manage inventory efficiently and align purchasing with sales performance.
What's included
6 videos4 assignments
6 videosβ’Total 42 minutes
- Category Captain, Challenges In Category Managementβ’9 minutes
- Merchandising benefits and typesβ’6 minutes
- Merchandise hierarchy Merchandise Forecastingβ’8 minutes
- Merchandise Budgetingβ’7 minutes
- Open to Buy Control and Conclusionβ’8 minutes
- Introduction benefits and framework of Assortmentβ’4 minutes
4 assignmentsβ’Total 60 minutes
- Core Merchandising and Financial Planningβ’30 minutes
- Advanced Category Insights & Merchandising Basicsβ’10 minutes
- Merchandise Planning and Forecastingβ’10 minutes
- Inventory Control and Assortment Foundationsβ’10 minutes
Explore assortment strategy, store clustering, space management, and planogram design to optimize product placement and enhance retail store performance.
What's included
5 videos3 assignments
5 videosβ’Total 44 minutes
- Assortment strategy Objectives and Assortment Selection Processβ’10 minutes
- Assortment Planning Role of IT and Data in Assortment Managementβ’9 minutes
- Store Clustering Benefits and Typesβ’5 minutes
- Space Management, Integration & Planning Stagesβ’7 minutes
- Planogram Process for planogram managementβ’13 minutes
3 assignmentsβ’Total 50 minutes
- Assortment, Space, and Store Optimizationβ’30 minutes
- Assortment Strategy and Planningβ’10 minutes
- Store Layout and Space Optimization β’10 minutes
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