SIX-MONTH DOLLAR PLAN

DEPT. NAME Women's Apparel DEPT. # 1

BUYER Natalie Rowland

Spring/Summer August September October November December January February SEASON TOTAL

SALES $ Last Year $ 225,000.0 300000.0 210000.0 255000.0 390000.0 120000.0 1,500,000.0
Plan 231,750.0 278,100.0 216,300.0 262,650.0 401,700.0 154,500.0 1,545,000.0
% Inc/Dec 3.0% -7.3% 3.0% 3.0% 3.0% 28.8% 3.0%
Revised
Actual

STOCK/SALES Last Year 3.9 3.0 4.1 3.6 2.5 6.3 5.7
RATIO Plan 4.0 4.3 4.4 3.6 2.1 5.2 5.2

BOM STOCK $ Last Year $ 877.5 900.0 861.0 918.0 975.0 756.0 850.0 876.8 avg.
(Retail) Plan 927,000.0 1,195,830.0 951,720.0 945,540.0 843,570.0 803,400.0 809,580.0
Revised
Actual

MARKDOWNS $ Last Year $ 89.5 45.0 66.0 51.5 134.0 64.0 450.0
Plan 20,857.5 19,467.0 19,467.0 22,248.0 26,419.5 30,591.0 139,050.0
% to Sales 9.0% 7.0% 9.0% 8.5% 6.6% 19.8% 9.0%
% by Month 15.0% 14.0% 14.0% 16.0% 19.0% 22.0% 100.0%
Revised
Actual

PURCHASES $ Last Year $ 337.0 306.0 333.0 363.5 305.0 278.0 1,922.5
(Retail) Plan 521,437.5 53,457.0 229,587.0 182,928.0 387,949.5 191,271.0 1,566,630.0
Revised
Actual

SEASON TOT. LAST YEAR PLAN ACTUAL

Sales $1,500.00 1545000.0

Markup % 55% 46%

Markdown % 30% 9%

Gross Margin % 41.5%

Average Stock 876.8 809580.0

Turnover 1.71 1.91

NOTES:
 SALES INCREASE / DECREASE

Your Plan: $1,545,000

Percentage increase or decrease 3% Increase

Dollar increase or decrease $45,000

Justification
Last year there was a higher planed increase than what is planned for this year. With th COVID 19
pandemic, many things have changed for people. Many people lost their jobs and are struggling financially.
However, teh economy is starting to recover and a vacinne has been developed and distributed. People will
again start spending more money and investing in their wardrobe.
 MONTHLY SALES PLAN

Planned monthly sales by percentage of season sales volume

SEASON MONTHLY
MONTH PERCENT × SALES $ = SALES $

August 15% 1,545,000.0 231,750.0

September 18% 1,545,000.0 278,100.0

October 14% 1,545,000.0 216,300.0

November 17% 1,545,000.0 262,650.0

December 26% 1,545,000.0 401,700.0

January 10% 1,545,000.0 154,500.0

 MONTHLY SALES INCREASE/DECREASE

August September October November December January

PL Sales 231,750.0 278,100.0 216,300.0 262,650.0 401,700.0 154,500.0

LY Sales 225000.0 300000.0 210000.0 255000.0 390000.0 120000.0

$ Inc/Dec 6,750 -21,900 6,300 7,650 11,700 34,500

% Inc/Dec 3% -7% 3% 3% 3% 29%

Justification by Month:
August
August will have a 3% increase in sales as people will be shopping the marked down summer clearance items.

September
September will see a &% decrease in sales as people will not be looking to shop summer clothing any longer but
will not yet be looking to purchase winter clothing yet.

October
October will see a 3% increase in sales as the fall items will begin to be placed into stores and customers will
begin to shop fall clothing.

November
November will see a 3% increase in sales as the winter items will begin to be placed into stores and customers
will begin to shop winter clothing.

December
December will see a 3% increase in sales as customers will be shopping for holliday gifts.

January
January will see a 29% increase in sales as customers will be shopping winter a new years clothing sales.
 STOCK/SALES RATIO AND BOM STOCK

August September October November December January February

PL Sales 231,750.0 278,100.0 216,300.0 262,650.0 401,700.0 154,500.0 154,500.0

S/S Ratio 4.0 4.3 4.4 3.6 2.1 5.2 5.2

BOM Stock 927,000.0 1,195,830.0 951,720.0 945,540.0 843,570.0 803,400.0 803,400.0

Plan Sales × Stock/Sales Ratio = BOM Stock

Justification by Month:
August
In August, we will be clearing out summer inventory and customers will be shopping summer discount sales. We will not be bringing in new
inventory.

September
In September, we will bring in Fall inventory and continue clearing out summer inventory and customers will begin to finish shopping summer
discount sales and start shopping fall apparel .

October
In October, we will have finished clearing out any last summer inventory and continue selling fall/winter inventory. We will place more fall and
winter inventory on the sales floor but we will not bring in any new inventory.

November
In Novemberr, we will continue selling fall/winter inventory. We will not place any more fall and winter inventory on the sales floor and we will
not bring in any new inventory.

December
In December, we will begin clearing out fall/winterinventory and customers will be shoppingg holliday discount sales. We will not be bringing in
new inventory.

January
In January, we will be clearing out and last winter and fall inventory and customers will be shopping new years sales. We will not be bringing in
new inventory
 PLAN MARKDOWNS

August September October November December January TOTAL

PL Sales 231,750.0 278,100.0 216,300.0 262,650.0 401,700.0 154,500.0 1,545,000.0
MD % to Sales 0.1 0.1 0.1 0.1 0.1 0.2 0.1
MD $ 20,857.5 19,467.0 19,467.0 22,248.0 26,419.5 30,591.0 139,050.0
MD % by Month 15.0% 14.0% 14.0% 16.0% 19.0% 22.0% 100%

Plan Sales × MD % to Sales = MD $

Justification of Plan Markdowns by Month:

August
In August we will begin clearing out summer clothing so we will have a higher markdown than when we
have new inventory.

September
In September, we will begin to bring in new fall inventory, but we will also be clearing out any last summer
inventory. The markdown will be lower due to the new merchandise.

October
In October, we will be selling new fall and winter merchandise. The markdown will be lower due to the new
merchandise.

November
In November, we will start to clear out fall merchandise, the markdown will be higher.

December
In December, we will continue clearing out winter and fall merchandise, the markdown will be higher.

January
In January, we will finish clearing out winter and fall merchandise and have new years sales, the markdown
will be the highest.
 PLAN PURCHASES

August September October November December January

Plan Sales 231,750.0 278,100.0 216,300.0 262,650.0 401,700.0 154,500.0

(plus)
Plan EOM Stock 1,195,830.0 951,720.0 945,540.0 843,570.0 803,400.0 809,580.00

(plus)
Plan MD 20,857.5 19,467.0 19,467.0 22,248.0 26,419.5 30,591.0

(minus)
Plan BOM 927,000.0 1,195,830.0 951,720.0 945,540.0 843,570.0 803,400.0

(equals)
Plan Purchases at
521,437.5 53,457.0 229,587.0 182,928.0 387,949.5 191,271.0
Retail

(times)
100% – MU% 46.0% 46.0% 46.0% 46.0% 46.0% 46.0%

(equals)
Plan Purchases at
239,861.3 24,590.2 4,362,153.0 84,146.9 178,456.8 87,984.7
Cost
 SALES BY CLASSIFICATION, PERCENTAGE, AND DOLLARS

Season
Classification Percent × Sales = Class Sales

Sweaters 15.0% 1,545,000.0 $ 231,750.0

Tops 20.0% 1,545,000.0 309,000.0

Shirts/Blouses 6.0% 1,545,000.0 92,700.0

Jackets 5.0% 1,545,000.0 77,250.0

Pants 14.0% 1,545,000.0 216,300.0

Shorts 2.0% 1,545,000.0 30,900.0

Jeans 18.0% 1,545,000.0 278,100.0

Activewear 8.5% 1,545,000.0 131,325.0

Skirts 2.5% 1,545,000.0 38,625.0

Dresses 8.0% 1,545,000.0 123,600.0

Swim 1.0% 1,545,000.0 15,450.0

Total 100% 1,545,000.0 1,545,000.0

 CLASSIFICATION SALES BY MONTH

August September October November December January TOTAL TOTAL

Percent 15.00% 18.00% 14.00% 17.00% 26.00% 10.00% 100% SALES $

Class STEP 3 STEP 4

STEP 2 - - - - - - 0.0% -

Sweaters 34,762.5 41,715.0 32,445.0 39,397.5 60,255.0 23,175.0 15.0% 231,750.0

Tops 46,350.0 55,620.0 43,260.0 52,530.0 80,340.0 30,900.0 20.0% 309,000.0

Shirts/Blouses 13,905.0 16,686.0 12,978.0 15,759.0 24,102.0 9,270.0 6.0% 92,700.0

Jackets 11,587.5 13,905.0 10,815.0 13,132.5 20,085.0 7,725.0 5.0% 77,250.0

Pants 32,445.0 38,934.0 30,282.0 36,771.0 56,238.0 21,630.0 14.0% 216,300.0

Shorts 4,635.0 5,562.0 4,326.0 5,253.0 8,034.0 3,090.0 2.0% 30,900.0

Jeans 41,715.0 50,058.0 38,934.0 47,277.0 72,306.0 27,810.0 18.0% 278,100.0

Activewear 19,698.8 23,638.5 18,385.5 22,325.3 34,144.5 13,132.5 8.5% 131,325.0

Skirts 5,793.8 6,952.5 5,407.5 6,566.3 10,042.5 3,862.5 2.5% 38,625.0

Dresses 18,540.0 22,248.0 17,304.0 21,012.0 32,136.0 12,360.0 8.0% 123,600.0

Swim 2,317.5 2,781.0 2,163.0 2,626.5 4,017.0 1,545.0 1.0% 15,450.0

STEP 5
Total Sales 231,750.0 278,100.0 216,300.0 262,650.0 401,700.0 154,500.0 100% 1,545,000.0
 Jeans
SUBCLASSIFICATIONS FOR CLASSIFICATION

1. Skinny

2. High Waisted

3. Boyfriend

4. Colored

5. Wide leg

6. Distressed

7. Mom

8. Boot cut
 ASSORTMENT PLAN BY FABRICATION

FOR Sweaters CLASSIFICATION

Fabrication Distribution Percent to Total

Wool 20.0%

Wool Blend 10.0%

Cashmere 10.0%

Cashmere Blend 10.0%

Angora 10.0%

Cotton 10.0%

Cotton Blend 10.0%

Merino 10.0%

Merino Blend 10.0%

100%

Justification:
Wool fabric creates very nice sweaters that keep the wearer very warm. The products at Perry's are more expensieve and of higher quality
so garments are made of nicer fabrics. Therefore, wool will be the fabric with the highest percentage.
 ASSORTMENT PLAN BY COLOR

FOR Tops CLASSIFICATION

Color Distribution Percent to Total

Red 20.0%

Orange 10.0%

Yellow 10.0%

Blue 10.0%

Indigo 10.0%

Violet 10.0%

Green 10.0%

Pink 10.0%

Purple 10.0%

100%

Justification:
Vibrant colors will be trending this season, so we will have bright colors for the majority of our merchandise
this season.
 ASSORTMENT PLAN BY SIZE

FOR Pants CLASSIFICATION

Size Distribution Percent to Total

0 5.0%

2 5.0%

4 10.0%

6 10.0%

8 20.0%

10 20.0%

12 20.0%

14 5.0%

16 5.0%

100%

Justification:
The average size for women in the US is a size 12. Our consumers will most likely be sizes 8-12 therefore, we
need to make sure those are the sizes we carry the most of.
 ASSORTMENT PLAN BY VENDOR

FOR Jeans CLASSIFICATION

Vendor Distribution Percent to Total

Levi's 20.0%

Lucky Brand 10.0%

Good American 20.0%

Mother 10.0%

Rag & Bone 10.0%

AG Jeans 5.0%

Madewell 10.0%

Wit & Wisdom 5.0%

Moussy Vintage 10.0%

100%

Justification:
These brands are all very good quality brands that are popular and trendy. Levi's and Good American are the two brands that are the
most popular and well known brands so we will carry a larger assortment from those brands.
 PURCHASES BY CLASSIFICATION,

PERCENTAGE, AND DOLLARS

Season Class
Classification Percent × Purchases = Purchases

Sweaters 15.0% 1,566,630.0 $ 234,994.5

Tops 20.0% 1,566,630.0 313,326.0

Shirts/Blouses 6.0% 1,566,630.0 93,997.8

Jackets 5.0% 1,566,630.0 78,331.5

Pants 14.0% 1,566,630.0 219,328.2

Shorts 2.0% 1,566,630.0 31,332.6

Jeans 18.0% 1,566,630.0 281,993.4

Activewear 8.5% 1,566,630.0 133,163.6

Skirts 2.5% 1,566,630.0 39,165.8

Dresses 8.0% 1,566,630.0 125,330.4

Total 100.0% 1,566,630.0 $1,550,963.7

 ASSORTMENT PLAN BY

PRICE LINE, UNITS, AND DOLLARS

$ by
Price # of Price Class
Classification Line % Units Line Total

Sweaters 70.0 30.0% 1,007.1 70,498.4

150.0 40.0% 626.7 93,997.8

300.0 30.0% 235.0 70,498.4

$ 234,994.5

Tops 50.0 30.0% 1,880.0 93,997.8

100.0 40.0% 1,253.3 125,330.4

150.0 30.0% 626.7 93,997.8

$ 313,326.0

Jeans 80.0 30.0% 1,057.5 84,598.0

150.0 40.0% 752.0 112,797.4

250.0 30.0% 338.4 84,598.0

$ 281,993.4

Pants 100.0 30.0% 658.0 65,798.5

150.0 40.0% 584.9 87,731.3

200.0 30.0% 329.0 65,798.5

$ 219,328.2
 PURCHASE ORDER

Vendor Name Levi Strauss & Co. PO# 01971

Perry's Department Store

Address. 1155 Battery Street Dept # 1
City San Fransico 15203 King Street Vendor # 17-65

Fredericksburg, VA 22401
State/ZIP CA, 94111 DUNS#
TRANSPORTATION FOB Factory
With anticipation for prepayment all
Vendor % dating except EOM begins at date Start ship 1/1/21
This order is subject to
the terms and conditions Store % merchandise is received. Under Cancel 1/22/21
EOM terms all goods shipped on and
on the reverse side of this Allowance $ Terms 2/10 EOM
received after the 25th of the month
sheet. Ship Via FED EX are to be dated as of the first of the Page 1 of 1
month.

COST RETAIL

DESCRIPTION CL STYLE COLOR DC DALE CARO STAF SPOT QUANTITY UNIT TOT UNIT TOT

17-23-444 DNM MOM Black x 25 54 1350 100 2500

17-23-445 DNM MOM Indigo x 30 54 1620 100 3000

17-23-446 DNM MOM Lt. Blue x 30 54 1620 100 3000

17-24-663 DNM SKNY Black x 25 54 1350 100 2500

17-24-664 DNM SKNY Indigo x 30 54 1620 100 3000

Special Instructions Buyer

Signature Natalie Rowland Date DATE MU% 54%

DMM/GMM Jennifer M. Mower Date DATE

INVOICE INSTRUCTIONS PACKING AND SHIPPING

Submit separate invoice for each store. Show order and department
number on each invoice. Invoice must accompany shipment in an
envelope attached to the lead carton marked Invoice Enclosed.
Pack merchandise separately for each store with
individual packing slips. Mark each carton with the store
name, order number, department number, and number of
cartons in shipment. Ship complete unless otherwise
instructed.