Retail Planby RetailNorthstar

OTB vs WSSI: what’s the difference?

Open-to-buy (OTB) is a budget control that tells you how much more stock you can receive without exceeding plan, while a WSSI (Weekly Sales, Stock & Intake) is a weekly trading view that tracks the flow of stock through a season — closing stock = opening stock + intake − sales. OTB is the budget; the WSSI is the working plan the budget lives inside, and most apparel teams use both.

They are two views of the same plan — one answers “how much can I buy,” the other shows “how stock will flow week by week.”

Short answer
OTB tells a planning team how much inventory it can still buy within a financial plan. WSSI shows how sales, stock, intake, and inventory cover change over time. Apparel teams often need both because OTB manages buying capacity while WSSI manages flow.
Definition — Open-to-buy (OTB)
Open-to-buy is the amount of inventory a team can still receive in a period — in cost, retail value, or units — without exceeding its inventory plan. It is the buying guardrail that sits at the point of purchase, derived from planned sales, planned closing stock, planned markdowns, and stock already on hand or on order.
OTB = planned sales + planned closing stock + planned markdowns − opening stock − on-order
Used by: Buyers and planners committing spend against a financial plan
Related: WSSI, buy plan, weeks of supply, sell-through

Open-to-buy

Open-to-buy is the amount of stock you can still commit to receive in a period without breaking your inventory plan. It is calculated from planned sales, planned closing stock, planned markdowns, and stock already on hand or on order. The output is a budget — usually in cost or retail value, sometimes in units — that keeps buying inside the financial plan. See the open-to-buy calculator for the working math.

WSSI

A WSSI projects sales, stock, and intake for every week of a season. Each week’s closing stock becomes the next week’s opening stock, so you can read across the weeks and see where you will run short or pile up — early enough to adjust intake or markdowns. It is the standard in-season trading tool for merchandisers. The what is a WSSI guide walks through the three lines and the formula in detail, and the WSSI calculator projects closing stock and weeks of cover.

OTB vs WSSI, side by side

Primary purpose
OTB
Control the buying budget
WSSI
Track weekly stock flow and trade in-season
Time horizon
OTB
A buying period (month, quarter, season)
WSSI
Week by week across the season
Main users
OTB
Buyers and planners committing spend
WSSI
Merchandisers trading in-season
Key inputs
OTB
Planned sales, planned closing stock, markdowns, on-hand and on-order stock
WSSI
Weekly sales, opening stock, planned intake
Key outputs
OTB
Remaining budget to buy (value or units)
WSSI
Closing stock and weeks of cover per week
Best for
OTB
Setting and protecting the buy budget
WSSI
Managing intake, cover, and markdown timing
Common spreadsheet issue
OTB
Lives in a separate workbook from the WSSI, so the two drift apart
WSSI
Hard to maintain weekly across many lines and channels

When to reach for open-to-buy

Use OTB when you are deciding how much to commit. Before placing orders, OTB tells you how much budget is left against the plan so you do not over-buy into a category or period. It is the control that sits at the point of purchase, and it is the number buyers check before signing off a buy.

When to reach for the WSSI

Use the WSSI when you are trading in-season. It is the view you read weekly to see how stock is flowing, where cover is thin or heavy, and when to pull intake forward, push it back, or take markdown. It turns the budget set by OTB into a live, week-by-week picture of the stock position.

Why UK and European teams often rely heavily on WSSI

In UK and European apparel and retail, the WSSI is the everyday language of in-season trading. Merchandisers run weekly WSSI reviews to manage intake, cover, and markdown, with open-to-buy used as the buying guardrail around it. In some other markets the headline term is open-to-buy, but the underlying flow — sales, stock, intake — is the same. The retail math formulas guide collects the calculations behind both views.

Why both break when managed manually

OTB and the WSSI describe the same plan from two angles, but in spreadsheets they usually live in separate files. A change to planned intake on the WSSI should move the OTB, and a buy committed against OTB should appear on the WSSI’s intake line — but with separate workbooks, that only happens when someone re-keys it. Across many lines, colours, and channels, the two drift apart and decisions get made on stale numbers.

How connected planning helps

From line plan to production, RetailNorthstar connects merchandising, design, buying, sourcing, and operations in one workflow. OTB and the WSSI become two views of the same live plan — commit a buy and the WSSI’s intake line and the OTB budget both update, so trading decisions are made on one consistent set of numbers.

Frequently asked questions

What is the difference between OTB and WSSI?
Open-to-buy (OTB) is a budget control that answers “how much more stock can I receive without exceeding plan.” A WSSI (Weekly Sales, Stock & Intake) is a weekly trading view that tracks the flow of stock through a season: closing stock = opening stock + intake − sales. OTB is a budget; the WSSI is the working plan that the budget sits inside.
Do I need both OTB and WSSI?
Most apparel planning teams use both. OTB sets the buying guardrail; the WSSI shows the weekly flow of sales, stock, and intake so you can trade against that guardrail. The WSSI’s intake line and the OTB number are directly related — the WSSI shows the flow, OTB shows the remaining budget to buy.
Why do UK and European teams rely so heavily on the WSSI?
In UK and European apparel and retail, the WSSI is the standard in-season trading tool. Merchandisers manage intake, cover, and markdown decisions week by week off the WSSI, with OTB used as the buying control around it. In some other markets, open-to-buy is the more familiar headline term.
Can a spreadsheet handle both OTB and WSSI?
A spreadsheet can model both, but they tend to drift apart once you run them weekly across many lines and channels. The OTB workbook and the WSSI workbook are usually separate files, so a change in one is not reflected in the other until someone re-keys it — which is where errors and stale numbers creep in.
See the connected workflow in RetailNorthstar

See how RetailNorthstar connects OTB, WSSI, intake, assortment, and buy plans.