ThreadCloud SOPs

For the ThreadCloud team only

Buying Seasons

A buying season is the container for all the orders that ship within one selling period. Pre-Fall, Spring/Summer, Fall/Winter, Resort, Cruise. You set them up once a year and every order gets assigned to one.

Why this matters
Buying season is how you roll up cost, commitment, sell-through, and margin across many orders. The Trading dashboard and Financials views both pivot on it. Set this up right and planning becomes trivial.

When to set up a new buying season

  • Twice a year for SS / FW (the core seasons)
  • Plus PF (Pre-Fall) and Cruise/Resort if you carry those
  • Annually, ahead of when you start placing orders for it (typically 6+ months before delivery)

Anatomy of a buying season

FieldExampleNotes
Name”Pre-Fall 2025”Human-readable label
CodePF2025Stamped as a tag on every product in the season — keep this short and consistent
Start date2025-07-01When inventory starts shipping for this season
End date2025-10-31When the season “closes” for new orders (you can still receive after this)
Planned budget$XTotal dollar commitment for the season
Category planper category”Spend $X on Suits, $Y on Knitwear, …”

Setting up a buying season

  1. Navigate to Planning → Buying Seasons from the sidebar
  2. Click New Buying Season
  3. Fill in name + code (code uppercase, no spaces, e.g. PF2025)
  4. Set start + end dates
  5. Click Create — lands on the season detail page

Adding budget + category plan

On the season detail page:

  1. Click Set Budget
  2. Total budget in store currency
  3. Category breakdown — distribute the budget across categories (Suits 25%, Sport Jackets 15%, Knitwear 20%, etc.)
  4. Click Save Plan

The plan becomes the comparison baseline for committed (what you’ve actually ordered) vs planned (what you intended). The Budget/OTB view (Budget & OTB) pivots on this.

Assigning orders to a season

There are two ways:

When creating an order

Build Order Stage 1 asks for the buying season — pick from the dropdown. Done.

After the fact

If an order was created without a season (or assigned wrong):

  1. Open the order
  2. Click the season badge in the header
  3. Pick from dropdown
  4. Saves automatically

Viewing the season

The buying season detail page shows:

SectionWhat it shows
HeaderName, code, dates, planned vs committed totals
OrdersEvery order assigned to the season, with status and committed cost
Category roll-upPlanned vs committed by category (graph view)
Brand mixCommitted dollars by brand
Delivery windowsStacked timeline of when shipments are expected
Sell-through (after season starts)Per-style sales velocity

This is your single planning surface for the season. Bookmark it.

Common patterns

Pre-buying

Before you start placing orders, click the season → Set Plan. Distribute the budget across categories based on prior-year sell-through and your direction for the season. This anchors every subsequent buying decision.

Mid-season check-in

Mid-season, look at the season page:

  • Are you on plan? Look at Committed vs Planned
  • Are categories balanced or overweighted in one?
  • Which brands are over/under?

Use these signals to either rebalance the next round of orders or hold orders back.

End-of-season

When the season closes:

  1. Mark the end date as today (or earlier) by editing the season
  2. The status flips to Closed
  3. Sell-through and margin numbers freeze — you can still view but not change the plan

Common mistakes

Mixing buying seasons in one order
One order = one buying season. If a supplier ships across two seasons (some Pre-Fall, some Fall), create two separate orders, each in the right season.

Skipping the budget
You can create orders without a season budget set. But the Budget/OTB view will be empty, and you’ll have no baseline to spot overspending. Always set the plan first.

Renaming the code mid-season
The season code is stamped as a tag on every Shopify product (e.g. PF2025). Renaming the code does NOT retroactively update tags. Pick a code up front; don’t rename.

Next steps

  • Budget & OTB — track what’s spent vs planned
  • Trading — track sell-through during the selling window
  • Build Order — assign new orders to the season