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AI agent for retail sales associates

Seasonal Window Stock Rotation Agent

Complete the seasonal changeover on schedule with the right items on the floor

PlanningSalesOperations
See how it worksGet access
Seasonal Window Stock Rotation Agent: what goes in, what the agent does and what you get

What it does

When the store switches from summer to back-to-school, the old season still fills the front tables and new items stay in the back room, so the first weekend of the new season is missed. This agent plans the changeover. Before the date, it reads the changeover calendar and current stock counts, then builds a rotation list: what moves to clearance, what comes out of the back room, which signs to print and which fixtures to reset. After each zone is reset, it compares floor photos or counts with the plan and queues anything missed. It rechecks the shelves and the back room the next morning. The manager approves markdown moves. Edge case: a delivery for the new season is late. The agent proposes a temporary display from what is in stock.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Seven days before the changeover 2 USES A TOOL Read the calendar, planogram and stock counts 3 DOES List old items to clear and new items to bring outby zone 4 CHECKS THE RESULT Is all new stock in the store or arriving before thedate? If not: Plan a temporary display from available stockand flag the late delivery. Back to step 3. 5 DOES Build the rotation list with signage and fixturetasks 6 YOU APPROVE Manager approves markdown moves 7 DOES Assign zones to associates with times 8 USES A TOOL Collect floor photos or counts after each zone isreset 9 CHECKS THE RESULT Does each zone match the plan? If not: Queue the missed items and recheck the zone.Back to step 7. 10 RESULT Changeover complete with a miss log
Read the steps as a list
  1. Seven days before the changeover
  2. Read the calendar, planogram and stock counts
  3. List old items to clear and new items to bring out by zone
  4. Is all new stock in the store or arriving before the date?If not: Plan a temporary display from available stock and flag the late delivery. Back to step 3.
  5. Build the rotation list with signage and fixture tasks
  6. Manager approves markdown movesThe agent waits here for your OK.
  7. Assign zones to associates with times
  8. Collect floor photos or counts after each zone is reset
  9. Does each zone match the plan?If not: Queue the missed items and recheck the zone. Back to step 7.
  10. Changeover complete with a miss log

How it decides

It moves items by season end dates and sell-through. Items with more than 8 weeks of stock go to clearance review, and new items go to the front first.

  • Items with more than 8 weeks of stock at season end go to markdown review
  • New season items go to the front tables first
  • A zone must match the plan within 5 percent of facings
  • Signage is checked against prices after reset

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Days before the changeover to start (default 7)
  • Zones and their order
  • Markdown trigger (default 8 weeks of stock)
  • Photo or count method
  • Who is assigned to zones

What keeps you in control

It always asks you first

  • Manager approves markdowns and clearance moves

Hard limits

  • Never changes prices without manager approval
  • Does not move stock itself, only plans tasks

It stops when

  • Done: all zones match the plan
  • Stop: new stock fails to arrive, hand to the manager for a substitute plan

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA store switches to back-to-school on July 15. The agent finds 320 summer items to clear and 540 new items in the back room, but a delivery of 90 backpacks is due July 17. It plans a temporary notebook display. After zone 3 is reset, a photo shows two signs missing and 12 items in the wrong place. It queues the fixes and the manager approves markdowns.

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