True Value Store Assessment: New tool for analyzing and onboarding True Value stores

When setting up a new True Value store, go to Strategy › Strategy Utilities › True Value Store Assessment. Set your goals (minimize changes, protect margin, etc.) and any hard rules (no decreases, margin must not drop), then run the assessment. It shows where your prices stand today, compares every program option with the yearly dollar impact of each, and recommends plans ranked by your goals. Pick a plan and create your starting strategy from it.

The strategy created from an assessment holds pack-size items (like items sold each but listed by the box) at their current prices automatically, so they won't be mispriced. Review the pack-size list in the assessment and adjust those items manually.

The assessment automatically finds which True Value program your prices follow (Level 1, 1.5, or 2) by comparing your current prices against each level. You can override this if you know which program you were on.

If your data is unclear (like prices fitting two levels equally), the assessment asks you to confirm which program you were on. Answer the questions and click Recalculate to see updated recommendations.

If you try to create a strategy that uses departments or awareness codes, Margin Master checks that your selection boxes show those fields (like DIB_Taxonomy1 or PricingStrategy). Add any missing fields in View Manager, or create just the base step.