Retail Plan Page
The Retail Plan Page brings together the products, quantities, pricing, and preparation for one selling period. A product's selling price is what you plan to charge for it. Its ingredients and labor help estimate cost; pricing settings such as markups and Design Fee help calculate a suggested selling price.
A product quantity is the number you plan to sell or make. Ingredient quantities describe what goes into one product. For example, 20 bouquets containing eight roses each require 160 roses. Plan product quantities and ingredients explains where to enter each amount.
Read the plan summary
The summary shows Cost, Est. Sales, AOV, and Est. Profit when your permissions allow cost and profit information.
Cost estimates the included costs of the planned products.
Est. Sales uses product selling prices and planned quantities. It is an estimate, not a record of completed sales.
AOV divides the plan's estimated sales by the combined quantity of its products and groups. For example, estimated sales of $600 across 20 products give an AOV of $30. This is a planning average, not a measurement of customer transactions.
Est. Profit compares estimated sales with the included costs. Accurate ingredient, labor, and overhead inputs make that estimate more useful.
Review product quantities and prices when a summary looks unexpected rather than treating the summary as a separate number to edit.
Work through the plan
Use Details for plan information, Tasks for plan-specific work, Recipes for products, Insights for the available plan summaries, Order for ingredient purchasing review, and Build for production handoff. History is available to workspace owners where the tab is shown.
The Order tab requires permission to view cost and profit information. If it is missing, ask the workspace owner to review your role rather than changing the plan's data.
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