PlanogramBuilder User Guide

Transcription

PlanogramBuilder User Guide
Rev. 29 - July 2013
What’s new in this release: http://www.planogrambuilder.com/software_updates.html
HTML version of this user guide: http://www.planogrambuilder.com/downloads/webhelp/
PlanogramBuilder User Guide - Copyright © 2002-2013, zVisuel SA
p.1
Table of Contents
PlanogramBuilder User Guide ........................................................................ 1
Table of Contents ........................................................................................... 2
Introduction to PlanogramBuilder ................................................................. 4
Setting-up PlanogramBuilder......................................................................... 5
System Requirements .......................................................................................... 5
Launching PlanogramBuilder ................................................................................. 6
Installation for Microsoft Internet Explorer .............................................................. 7
Installation for Google Chrome.............................................................................. 8
Installation for Mozilla Firefox ............................................................................... 9
Choosing the language of the User Interface ......................................................... 10
Defining the Title of the Application ..................................................................... 10
Choosing a Measurement Unit ............................................................................. 11
5 minutes Tour of the Application ................................................................ 12
Overall Screen Layout ........................................................................................ 12
Placing your First Product on Shelf....................................................................... 13
The Products and Shelf Tools Database ....................................................... 14
Database Access Rights...................................................................................... 14
Viewing Items in the Database ............................................................................ 15
Exporting the Database ...................................................................................... 17
Defining the Database Custom Columns ............................................................... 18
Clearing the Database Content ............................................................................ 19
Adding Items with the Database Editor................................................................. 20
Modifying Items with the Database Editor............................................................. 21
Deleting an item from the Database..................................................................... 21
Batch Importing items in the Database ................................................................ 22
Reference for Properties of Items in the Database ................................................. 25
Building Planograms .................................................................................... 36
Working with Projects ........................................................................................ 36
Standard Editing Commands ............................................................................... 41
Working with Bays and Shelves ........................................................................... 43
Working with Products and Shelf Tools ................................................................. 54
Changing the 3D View........................................................................................ 65
p.2
Publishing Reports and Images ................................................................... 76
Creating Pictures of your Project ......................................................................... 76
Creating Detailed Reports ................................................................................... 78
Assigned Products Report ................................................................................... 87
Profitability Study ........................................................................................ 88
Importing Sales Figures ..................................................................................... 88
Displaying Performance Results........................................................................... 89
Assortment Analysis .................................................................................... 91
Assortment Analysis Input .................................................................................. 91
Assortment Analysis Output ................................................................................ 93
Launching the Assortment Analysis...................................................................... 94
Tips and Tricks............................................................................................. 95
Web Browser in Full Screen ................................................................................ 95
Mouse Tips ....................................................................................................... 95
Keyboard Shortcuts ........................................................................................... 96
Troubleshooting........................................................................................... 98
PlanogramBuilder with Internet Explorer .............................................................. 98
PlanogramBuilder with Firefox ............................................................................101
Database Editor................................................................................................103
p.3
Introduction to PlanogramBuilder
PlanogramBuilder is an application to create planograms in 3D. Planograms help you plan,
optimize and communicate the placement of your products in your retail stores.
PlanogramBuilder is a web-based application running in your Web Browser. Your company can
have any number of users accessing PlanogramBuilder from anywhere with a web-capable PC.
This system is very flexible as it can suit a small company with a single person doing
planograms or a very large company with 500 sales account managers doing planograms
across the world.
The PlanogramBuilder solution is designed for an easy and seamless deployment since it also
provides you with a ready-to-use centralized database that can carry all your product line. This
means that all of your users will have access to the same set of products.
Please note that the database is hosted on our servers, so you don’t need to know anything
about databases to use PlanogramBuilder.
Typically, a designated power user in your company (the PlanogramBuilder Administrator) has
write access to the database and is responsible for managing your products. However, if you
prefer, it is also possible to let zVisuel manage your database as a paying service.
When your PlanogramBuilder Administrator adds a product to your PlanogramBuilder database,
this product instantly becomes available to each user of your company for planogramming.
Schematic representation of the PlanogramBuilder solution
PlanogramBuilder includes many features to let you create beautiful planograms quickly, to
analyze potential returns and to export reports and images of your planograms. The summary
list of features is available on our web site at http://www.planogrambuilder.com, and a video
tour at http://www.planogrambuilder.com/planogrambuilder_video_presentation.html.
In this user guide, we will explain in detail all features and tools available in the application.
You will also find many tips and shortcuts to be more efficient with PlanogramBuilder.
p.4
Setting-up PlanogramBuilder
System Requirements
Windows systems
Operating System:
Microsoft ® Windows™ XP, Vista, 7, 8 (Windows 8 RT not supported)
Web Browser:
Microsoft ® Internet Explorer™, version 7 or higher (recommended)
Mozilla Firefox, version 3 or higher
Google Chrome, version 2 or higher
CPU:
Intel ® Pentium 4™ or equivalent AMD (recent multi-core CPU advised
for best performance)
System Memory:
256MB or more (1GB advised to generate very high resolution images)
Mac OS X or other operating systems
You can run PlanogramBuilder on a Mac, Linux or Solaris computer by installing Windows™
XP, Vista or 7 on these systems. If you already have access to Windows from your Apple, Linux
or Solaris computer, you can directly install and run PlanogramBuilder with one of the web
browsers supported by PlanogramBuilder.
If you don’t have Windows on your computer, our recommended solution is to install Windows
and PlanogramBuilder inside your OS environment so you can run PlanogramBuilder directly
from your preferred OS. There are several software solutions to achieve this. Here is a
suggestion list:
•
Oracle VirtualBox (https://www.virtualbox.org/): for Mac OS X, Linux and Solaris. Free
license.
•
VMware Player (http://www.vmware.com/products/player/): for Linux. Free license.
•
VMware Fusion (http://www.vmware.com/products/fusion/): for Mac OS X.
•
Parallels Desktop (http://www.parallels.com/products/desktop/): for Mac OS X.
•
Parallels Workstation (http://www.parallels.com/products/workstation/): for Linux.
For the above solutions, we recommend the following:
•
Recent Intel processor (Core 2 Duo, Core i3, Core i5, Core i7, or Xeon processor). AMD
processors may also work; please check the specific requirements in the above links.
•
2GB RAM Minimum, 4GB RAM recommended.
•
Microsoft Windows XP, Vista, 7 or 8 (Windows 8 RT not supported). (Please note that you
will have to purchase a valid license of Windows separately.)
Another solution to run PlanogramBuilder on a non-Windows computer is to install Windows as
an alternative OS with dual-boot. This method will however require you to restart your
computer every time you want to switch between your OS and Windows/PlanogramBuilder. For
a Mac, please see instructions at http://www.apple.com/support/bootcamp/.
p.5
Launching PlanogramBuilder
To start PlanogramBuilder, do the following:
1. Start your web browser and enter the address provided to you upon registration. If you
received your account information by email, you can directly click on the link provided in
the email message you received. Please note that each PlanogramBuilder customer has a
unique URL to access PlanogramBuilder.
2. You will see the PlanogramBuilder login page:
3. Enter your User Name and Password in the text fields.
4. Click on the Log In button.
5. The PlanogramBuilder application will open in your web browser.
6. If it’s the first time you use PlanogramBuilder or if there has been an update to the
application, please proceed with installation as described in the next sections. (Please read
the section corresponding to your web browser.)
Tip: You should add the login page to your bookmarks or favorites so you can easily access
PlanogramBuilder in the future.
Tip: You can also create a Windows shortcut for the login page on your desktop for example.
Note: If your company has integrated PlanogramBuilder in its portal, you may have a different
access procedure than the one described above, In this case, please follow the instructions
provided by your company to access PlanogramBuilder.
p.6
Installation for Microsoft Internet Explorer
The first time you access the PlanogramBuilder application (as well as at each major updates),
you have to install a special add-on for Microsoft ® Internet Explorer ™. To achieve this, do
the following:
1. Click on the area shown in the screenshot below:
2. Then select Install This Add-on for All Users on This Computer… menu item.
3. After a few seconds you should see a dialog such as the one below, click on the Install
button.
Note: Depending on your configuration and the version of Internet Explorer ™, the above
procedure may vary. The principle is the same however.
Note: Depending on your company security policy, you may not be allowed to install web
browser add-ons. In this case, you need to ask your IT to authorize the installation and future
updates of the Kribi 3D Player add-on.
Please note that Inartis SA, the add-on publisher, is one of our trusted close partners.
p.7
Installation for Google Chrome
Before using the PlanogramBuilder application (as well as at each major updates), you have to
install the Kribi 3D Player add-on:
1. Click on the following link to download and run the installer:
http://planogrambuilder.zvisuel.com/downloads/kribi3dplayer.exe
2. You should see the file downloading at the bottom of your Chrome screen.
3. Once the file has downloaded, click on “kribi3dplayer.exe” and confirm that you want to
run it.
4. Important: when you see the “Kribi 3D Player Plugin Setup” window, you will have to close
all close all your web browser windows. The update will not work otherwise! So please
make sure to print or memorize the next steps (5 & 6) before you close this
window.
5. Follow the instructions on screen to setup Kribi 3D Player.
6. After installation is completed, you can re-open Chrome and access PlanogramBuilder from
your login page.
Note: The Google Chrome add-on does not automatically get updated to the latest version.
You will be asked to install the add-on with the above procedure whenever there is an update
to PlanogramBuilder.
browser add-ons. In this case, you need to ask your IT staff to authorize the installation and
future updates of the Kribi 3D Player add-on.
p.8
Installation for Mozilla Firefox
Before using the PlanogramBuilder application (as well as at each major updates), you have to
install the Kribi 3D Player add-on:
1. Click on the following link to download and run the installer:
http://planogrambuilder.zvisuel.com/downloads/kribi3dplayer.exe
2. You should see a confirmation asking to save the file. Click on “Save File”.
3. Once the file has downloaded, it will appear listed in the following dialog box.
4. Double-click on “kribi3dplayer.exe” and then confirm that you want to run it.
5. Important: when you see the “Kribi 3D Player Plugin Setup” window, you will have to close
all your web browser windows. The update will not work otherwise! So please make sure
to print or memorize the next steps (6 & 7) before you close this window.
6. Follow the instructions on screen to setup Kribi 3D Player.
7. After installation is completed, you can re-open Firefox and access PlanogramBuilder from
your login page.
Note: The Mozilla Firefox add-on does not automatically get updated to the latest version. You
will be asked to install the add-on with the above procedure whenever there is an update to
PlanogramBuilder.
browser add-ons. In this case, you need to ask your IT staff to authorize the installation and
future updates of the Kribi 3D Player add-on.
p.9
Choosing the language of the User Interface
The PlanogramBuilder Language lets you change the language for all the elements of the user
interface, such as commands and buttons.
To change the language:
1. Click on Settings
2. Next to Language, select your preferred language from the list.
Note: Currently, English and French are available. If you wish to have the interface
translated to another language, contact us at [email protected]
Warning: The PlanogramBuilder documentation is in English only, so if you set the software to
a different language, the names of the commands and other interface elements will be
different than those mentioned in the documentation.
Defining the Title of the Application
Note: This feature is available only to the PlanogramBuilder Administrator
The PlanogramBuilder Title lets you specify a title for all PlanogramBuilder users in your
company. Normally, you will set in once and for all. The title appears in light blue at the upper
right corner of PlanogramBuilder screen:
The same title also appears on the login page for each user:
p.10
To set the title:
4. Type in the name of your Company or the title of your choice in the text field labeled
Application Title.
Choosing a Measurement Unit
Each user can select in which Measurement Unit dimensions are displayed for products and
shelving items. You can choose cm or inch. The inch unit is displayed in decimal inches.
2. Click on the radio button corresponding to your preferred measurement unit next to the
label Measurement Unit.
Note to PlanogramBuilder administrators:
The selected Measurement Unit is also used when you create, edit or export products with the
Database Editor (see List of all Item Properties: width, depth and height).
The selected Measurement Unit will also be used by default to batch import products, but you
can override the selected unit. Please see Batch Importing items in the Database for further
explanations.
p.11
5 minutes Tour of the Application
Overall Screen Layout
Here is a quick overview of the PlanogramBuilder user interface:
The work screen is divided in two main areas: the task specific area at the left and the 3D
work area (where you see the planogram being built) at the right. The content of the left pane
is dependent on the current task that you select by clicking on its tab.
There are also several buttons at the top and bottom of the work screen. The ones in the
upper left area are typically used to save and load whole projects whereas the ones in the
lower area let you modify the current project or change the way you look at it.
p.12
Placing your First Product on Shelf
Note: A set of fake sample products and shelf tools is provided with PlanogramBuilder. This will
allow you testing the application without having to add your own products. The Products and
Shelf Tools Database chapter explains how to delete the sample products and add your own.
1. After logging-in, Click on the Add button to create a new bay. (You will learn later how to
specify your own parameters for new bays in Creating New Bays.)
2. After the bay has appeared, click on the Products Tab.
3. Click on Bots – Robots under Brand.
4. Drag & drop products from the library to shelves in the visual area.
5. That’s it. You can now try to add more products and re-arrange them on the shelves.
p.13
The Products and Shelf Tools Database
PlanogramBuilder stores all your products and accessories in an online database that is
automatically created and hosted on our application servers. As a PlanogramBuilder customer,
you don’t have to install or set up any database.
Each PlanogramBuilder customer has a distinct database so you won’t risk sharing any
confidential information with other customers. However, each customer can have an unlimited
number of registered users all accessing the same customer database. This system keeps your
product assortment always up to date for each PlanogramBuilder user.
When you launch PlanogramBuilder, the program connects to your database and looks for the
items in the database. All the items found in your database appear in the The Products Catalog
or The Shelf Tools Catalog, ready to drag and drop into your planograms projects.
In order to manage the list of Products and Shelf Tools in your database, PlanogramBuilder
provides a set of features, most of them accessible from the Database Editor task.
Database Access Rights
In PlanogramBuilder, not every user can manage the database. There are two levels of rights
determining what you are allowed to do:
Standard User
Standard users cannot edit the database. They have to contact the PlanogramBuilder
Administrator to request changes in the database.
Standard users are only allowed to perform the following database tasks:
•
Viewing Items in the Database
•
Exporting the Database
PlanogramBuilder Administrator
Typically, only one PlanogramBuilder user account within your company can edit Database
items. This is normally the person managing planogramming in your company. This avoids
unwanted database changes by any PlanogramBuilder user.
PlanogramBuilder Administrators can additionally perform the following database tasks:
•
Clearing the Database Content
•
Defining the Custom Database Columns
•
Adding Items with the Database Editor
•
Modifying Items with the Database Editor
•
Deleting an item from the Database
p.14
•
Batch Importing items in the Database
The following task must be performed by zVisuel as a paying service, upon request:
•
Creating custom Product shapes, Shelf Tools or gondolas.
Viewing Items in the Database
The Database Editor provides you with the tools to view, add, edit and delete
products and shelf tools in your database.
To launch the Database Editor, click on the Database tab.
The Database Editor screen
Note: If you have read-only access to the database (as a Standard User), the following
database commands will be hidden: Import, Clear, Edit and Delete. The whole line containing
fields and buttons to create new products will also be hidden.
Type of Items to Edit
Two radio buttons let you choose if you want to work on products or shelf tools:
•
Products are typically all sellable items.
•
Shelf Tools are typically props displayed on shelves to enhance product presentation:
shelf strips, labels, headers, posters, products on display out of box, etc.
Click on the radio button of your choice to select the type of item you want to display. When
Products are selected, you will not see any shelf tools, and reciprocally. You can switch from
one type to the other at any time.
p.15
List of Items
The main screen area shows a list of all your products / shelf tools in a table similar to a
spreadsheet. Each line contains one item and each column corresponds to an item property,
such as its name, dimensions, etc. which are detailed in Reference for Properties of Items in
the Database.
This is where you can view and select products and shelf tools in the database.
Note: If the list contains many items, you can scroll down to see more items. If there are more
than 200 items, they will be listed over several pages which you can access by clicking on the
page numbers shown at the bottom of the list.
Note: If your screen is small, you may have to scroll the list to the right to see all columns.
Tip: By clicking on the headers at the top of each column, you can sort the list according to the
column content. For example to order the list by product names click on the Name header and
to order it by References click on Reference. Click again on a header reverses the order.
Items Filters
By default, the Database Editor shows the complete list of products / shelf tools in its listing. If
you have many items in your database, you can use one or several filters to display only items
matching the chosen filter(s).
Selecting the * symbol means all available items will be displayed in the list.
These filters are available for the classification columns (A:, B and C:).
Note: After you select a value for filtering, the other drop-down lists will only display items
matching that filter, so you can narrow down quickly on available items.
Item Preview
When you select an item in the list, this area displays a small preview of the item in 3D.
Note: you can Zoom and Orbit the item in the preview, and also see it in Fullscreen using the
standard 3D navigation tools on the right side of the bottom toolbar.
p.16
Exporting the Database
The Export command lets you export all your product and shelf tools properties as well as
accompanying images from your PlanogramBuilder Database to your computer.
This feature lets you for example create backups of your database. Another usage scenario is
to export your database, then make changes in a spreadsheet application, and finally reimport the updated item listing to update the PlanogramBuilder database.
The export command generates the following output:
•
A spreadsheet listing all your products and shelf tools and their properties. The generated
file is in tab-delimited text format (*.txt), compatible with Spreadsheet applications such as
Microsoft Excel. This file is also directly compatible with the PlanogramBuilder batch import
feature (see Batch Importing items in the Database).
•
A set of all the image files that were uploaded to create the items. Basically, you
recuperate all the images of your products and shelf tools, should you need them for
anything else.
Follow these steps to export your product database:
1. In the Database Editor, click on the Export button.
2. You will be prompted to select a folder in which to save the files and to type a filename for
the list of products. We strongly advise to select an empty folder or to create a new folder,
so that your exported files won’t get mixed-up with other existing files on your computer.
3. Once you have selected a folder and typed a filename, click on the Save button.
4. Wait for all the files to be downloaded onto your computer. The first file to be exported is
the listing of items, which is very fast to download. Then the images are downloaded,
which can take a long time depending on the number of product images, their size and the
speed of your Internet connection.
Tip: If you don’t need to backup your product images, you can abort the export process by
simply clicking on the Export button once again during the export process.
Note: The dimensions of your items (width, depth and height) are exported in the current
active measurement unit. Please see Choosing a Measurement Unit for details on setting this
preference.
Note: A number sign [#] is automatically added in the exported txt file as a prefix to all item
References that start with a [0] or that are large numbers (more than 11 digits). This
convention is a work-around to display these numbers correctly if you open the exported list in
Excel, which otherwise doesn’t support these numbers.
Note: The content of your custom columns is also exported when you export the database.
p.17
Defining the Database Custom Columns
Note: Only available to a PlanogramBuilder Administrator
Important Note: You should perform the step described below prior to start filling
your database with products, as it will impact all future database operations.
Columns to Classify Products & Shelf Tools
PlanogramBuilder provides 3 columns (A:, B: and C:) to classify your products as you do in
your business. By default, the headers of these columns are respectively labeled Category,
Brand and Product Line. You can change these values to match your own classification criteria.
To customize these columns, please do the following:
2. Under Classification of Products and Shelf Tools, select a value from the drop-down list for
each for column (A:, B: and C:). Your choices will be reflected in the Database Editor as
shown above, as well as in The Products Catalog and the The Shelf Tools Catalog.
Allowed values
Brand
Brandline
Category
Group
Main Group
Manufacturer
Product Line
Region
Sub-brand
Subcategory
Subgroup
For example, you may choose one of the following combination of classification criteria:
Default values
Example 1
Example 2
Example 3
Column A:
Category
Category
Category
Brand
Column B:
Brand
Subcategory
Group
Category
Column C:
Product Line
Region
Subgroup
Subcategory
p.18
Custom User Columns
PlanogramBuilder also provides 3 additional custom user columns to let you optionally add
attributes for each Product or Shelf Tool. You can name these columns with your choice of
titles and you can fill them with any type of information. You can then output the values of
these attributes in your published reports (see Creating Detailed Reports).
For example, you may want to have a column for the weight of your products. Let’s do this:
2. Under Custom columns, type in the name of Custom column 1: Weight.
Note: The 3 custom columns and their content are currently not shown in the Database Editor
for space reasons. So to enter the values of your custom properties in the database for each
product, you must use Batch Importing items in the Database.
Clearing the Database Content
This command lets you reset your entire PlanogramBuilder Database to an empty state.
To delete all items from the database:
1. Click on the Clear button on the bottom toolbar
2. Then confirm by clicking OK. This will remove all Products and Shelf Tools and your
database will then be completely empty.
Caution: All items, including Shelf Tools, will be permanently deleted from the
database and cannot be recovered after this operation. Make sure to at least backup
your database prior to clearing the Database. See Exporting the Database for instructions.
Tip: If you have recently started using PlanogramBuilder and you have finished testing the
application with the sample products provided by zVisuel, we advise you to follow the steps
above before inserting your own products in the database. This will avoid mixing up the
sample products with your own products.
p.19
Adding Items with the Database Editor
In this section we explain how to add products and shelf tools to the PlanogramBuilder
database so you can then create planograms with your own products.
Tip: The process described in this section is for adding one item at a time. Another feature,
Batch Importing items in the Database, lets you to add batches of items and is much quicker
when you need to add several products or shelf tools in one shot.
Tip: We advise Clearing the Database Content to remove the sample items provided with the
application before adding your own items.
Instructions:
1. Select the type of items to edit with the radio button: Products or Shelf Tools.
2. You will see the list of products (respectively shelf tools) contained in the database, as in
the image below. If the database is empty, the list will be blank. The first line of the list
contains text fields and drop-down lists as well as a Create button.
3. Fill-in or select values from the drop-down lists for the following fields to define your new
item: Reference, Name, Width, Height, Depth, Shape, Behavior. Please refer to the
Reference for Properties of Items in the Database for the description of each property.
4. For Columns 2, 3 and 4 (the default names are Category, Brand and Product Line),
please see Defining the Custom Database Columns before entering any value.
Note: If you leave a value empty under these columns, your product will not be filtered out in
the Catalog; instead it will always be displayed in the catalog when you click on any other
entry of this type. For example, if you don’t enter a Brand value for your new product, the
product will be displayed in the catalog when you click on any other Brand.
Example: a unique set of Shelf Tools are often used for several product lines. If you want to
make your Shelf Tool available in the Catalog for all Products Lines within a Brand, enter a
value for its Brand, but leave its Product Line value empty.
Tip: If you have activated one or more filter(s), the values used by the filter(s) will be
automatically pre-filled in the corresponding text field, which usually saves you time. You can
however overwrite the pre-filled values by typing any other text.
5. Image: don't type anything at this point in the Image field when you create a new item.
(see Modifying Items with the Database Editor, step 5 for details)
6. Color: this parameter is not shown as a column. See List of all Item Properties for details.
7. Create: press this button to validate the creation of your new item. Your new item will be
created and becomes selected in the list of items.
p.20
Modifying Items with the Database Editor
Tip: The process described in this section is for modifying one item at a time. Another feature,
Batch Importing items in the Database, lets you to update batches of items and is much
quicker when you need to modify several products or shelf tools in one shot.
1. Select the type of items to edit with the radio button: Products or Shelf Tools.
2. Find the item you want to modify in the list.
Note: You may have to scroll down to access the bottom of the list if there are many items. If
you have more than 200 items listed, the list will split into several pages. Click on the page
numbers below the list to access other pages.
Tip: Use the Items Filters to reduce the number of items displayed and find your item faster.
3. Press the Edit button on the line of the item you want to modify. The item will expand to
show editable fields and drop-down lists, as shown below:
4. Type-in or select the updated values as required in the available property fields. Please
refer to the section Reference for Properties of Items in the Database for the explanation of
each property.
5. To add or change the Image of your item, click on the Browse... button, find and select
your image file, then click the Open button. Please refer to Guidelines for Images for
instructions on preparing your product images.
6. Press the Update (Enter key) or Cancel (Esc key) button to validate or cancel changes.
7. After pressing Update, the product or Shelf Tool will be re-generated in 3D. This may take
some time if you are uploading an image.
8. You will see your updated item in the preview area.
Deleting an item from the Database
1. Find the item you want to remove in the list.
2. Press the Delete button on the line of the item you want to delete. The item will be
removed from the database and from the catalog (Products / Shelf Tools tasks).
Note: Use great caution with the Delete function, as it will permanently delete the item. The
item will not be available anymore for all users in your company.
p.21
Batch Importing items in the Database
If you have many products or shelf tools to import to your PlanogramBuilder database, you can
use the import function. This feature lets you add new items and modify existing items.
Tip: If you still see the sample Products and Shelf Tools provided by zVisuel in the database,
we advise Clearing the Database Content to remove them before importing your own products.
Tip: As a starting point to prepare your list of items for import, we suggest exporting
the current database form PlanogramBuilder and then using the exported file as a
template for importing. This is especially useful to easily get the proper header
names if you have set the user interface to a language other than English.
Here are the instructions to prepare your data for import:
1. Create a spreadsheet with one line per product or shelf tool, and specific columns labeled
exactly as in the Database Editor. To import values into your custom columns, the header
of each column must match exactly the labels that you have set in the Settings (see
Custom User Columns). A description of each available property is available in the section
Reference for Properties of Items in the Database.
Example of spreadsheet for import
Reference
Category
Brand
Product line
Name
Width
Height
Depth
Image
Shape
Behavior
Color
045631
Beverage
Coca-Cola
Zero
Coca-Cola Zero 500ml
6
20
6
045.png
cylinder
standard
#ff0000
054256
Beverage
Coca-Cola
Cherry
Coca-Cola Cherry 500ml 6
20
6
042.png
cylinder
standard
Cherry
standard
136853
Beverage
Sprite
bjh002
Beverage
Coca-Cola
Sprite Cherry 330ml can 8
11
8
153.jpg
cylinder
Coke shelf strip 80cm
2.5
0.3
002.jpg
box_front Shelf_strip #6C0232
80
Shelf Tool
#6C0232
1
2. In order to import shelf tools, an additional column with a header named “Shelf Tool”
must be present in the spreadsheet. If a cell in this column has the value “1”, the item will
be imported as a shelf tool. Leave this cell empty for items that are products.
3. Save a copy of your spreadsheet as a tab-delimited text file. (*.txt). In Microsoft Excel (or
a similar Application), select the File menu, then choose save as…, then select the tab
separated text format from the File Type drop-down.
4. Place all the image files in the same folder as your tab separated text File, or in one of its
sub-folder(s). PlanogramBuilder will automatically upload the referenced images to the
database upon import and generate the 3D models using these images. Please refer to
Guidelines for Images for further instructions.
p.22
5. Press the Import button in PlanogramBuilder Database Editor, then select the *.txt file
you have prepared and wait for all products to be generated.
6. Your products are now shown in the Database Editor as well as in The Products Catalog.
Tip: If you edit your spreadsheet in Excel, References (Gencode or EANs) expressed as long
numbers or numbers starting with “0” may not display correctly, because Excel doesn’t support
these types of numbers. In this case, as a workaround, you can add a number sign [#] as a
prefix to an item Reference. PlanogramBuilder will then automatically remove the first
character if it’s a [#] so your item Reference will be displayed correctly in PlanogramBuilder.
Ex: A 13 digit reference code 0235485217568 is not supported by Excel. If you enter
#0235485217568 instead in the cell, Excel will then display it correctly, and PlanogramBuilder
will display 0235485217568 in its database after import.
Notes:
Column header names: The headers names of each column in your spreadsheet must match
exactly those in the Database Editor.
Column header names for non-English languages: If you have set the language of the
user interface to a language other than English, the names of the database columns will
appear in the language you chose. When importing, you must also name your source
spreadsheet columns as they appear in your language in the Database Editor.
Column order: The order of the columns in your spreadsheet does not matter for importing,
as the importer compares the header values to match columns.
Customizable columns: Please see the section Defining the Custom Database Columns for
help on defining the names of the 3 classification columns and the 3 user defined columns in
PlanogramBuilder.
Product dimensions: You can force a measurement unit for the dimensions of your items by
adding the unit abbreviation within square brackets after the header, as shown in the example
of spreadsheet above (Width header shown in green color). Here are the 4 possible options:
•
No unit specified (example: Width). The unit used for import will be the current preferred
PlanogramBuilder unit. See Choosing a Measurement Unit for details on this setting.
•
[mm] (ex. header: Width [mm]). The products width will be interpreted as millimeters.
•
[cm] (ex. header: Width [cm]). The products width will be interpreted as centimeters.
•
[in] (ex. header: Width [in]). The products width will be interpreted as decimal inches.
Color column: Color values can be optionally specified for importing in a column labeled
Color, even though this column is not visible in the Database Editor.
To specify the color of an item, enter the corresponding HTML color code including the # sign.
Please see the List of all Item Properties for details on the Color property.
Shelf Tool column: Please see the List of all Item Properties for details on the Shelf Tool
property.
Rule to determine if an item will be added or modified
For each item listed in your spreadsheet, the Reference property value determines this:
p.23
•
If a product Reference in your spreadsheet cannot be found in your PlanogramBuilder
database, a new item will be created.
•
If a product Reference in your spreadsheet already exists in your PlanogramBuilder
database, the item will be updated to match the values from your spreadsheet.
Rules for empty cells or missing columns
When you import a product, the only compulsory column and value in your spreadsheet is the
product Reference. If you leave some of the other cells empty, PlanogramBuilder will fill their
values according to the following rules:
•
For a product that doesn’t exist in your PlanogramBuilder database, default values will be
used for applicable properties.
•
For a product Reference that already exists in your PlanogramBuilder database, values that
are already defined will be kept.
•
When no default values are applicable for empty properties, the values will be left empty.
Example 1: Update the Names of several products that are already in the database by simply
importing a spreadsheet with two columns: one with the existing References and one with the
new Names.
Example 2: Update several product properties such as Names, Category or Dimensions without
re-uploading the product images. To accomplish this, in your spreadsheet, just delete the
Image column or rename its header to a different name (ex: NoImage).
p.24
Reference for Properties of Items in the Database
This section provides the complete list of properties available for Products and Shelf Tools.
List of all Item Properties
Property Name (Column header) Property Value (Column content)
A compulsory unique reference code for each product. You can use the EAN, UPC,
SKU code or any other unique reference. (ex: 045631)
Reference
Note: valid characters are [0-9][A-Z][a-z][the space character]$&@=.,;-_!^~)(][}{
Invalid characters are replaced by a hyphen [-].
Note: the number symbol [#] is not allowed in the Database Editor Fields, but can
be used with a special meaning when importing or exporting the database.
Column A *1 (ex: Category)
(default value: empty)
For each item, the value corresponding to the selected property (ex: Carbonated)
Column B *1 (ex: Brand)
For each item, the value corresponding to the selected property (ex: Coca-Cola)
Column C *1 (ex: Product line)
For each item, the value corresponding to the selected property (ex: Zero)
Custom column 1 *1 (ex: Weight)
Custom column 2 *1
For each item, the value corresponding to the selected property (ex: 5kg)
For each item, the value corresponding to the selected property
Custom column 3 *1
For each item, the value corresponding to the selected property
Name
The name of the item as it should appear in the catalog. This is usually the actual
product name as printed on the product packaging. (ex: Coca-Cola Zero 500ml)
Width *2 *3
(default value: 10 cm / 5 in)
The physical width of the product in the selected measurement unit (ex: 6)
Height *2 *3
The physical height of the product in the selected measurement unit (ex: 20)
Depth *2 *3
The physical depth of the product in the selected measurement unit (ex: 6)
For each item, an image can be used to achieve a more realistic look.
This property is the filename and extension of the item picture. (ex: 045631.png)
Image
Note: Pictures are not compulsory. If you don't have a picture, the product will be
appear as a solid color, white by default, with its name printed on the front if it uses
the box shape. See Color below for details on the this property.
Note: The maximum supported size for image files is 5 MB.
Please see Guidelines for Images for further help.
Shape
The Shape property defines the 3D shape of each item. (ex: cylinder)
(default value: box)
A set of shapes are provided by the software to cover standard package types.
Please refer to Available 3D Shapes for Items for the list of possible values.
Behavior
The Behavior property is specific to PlanogramBuilder. It determines how and where
an item will be positioned when dragging the item to the shelves.
(product default: standard)
(shelf tools default: panel)
Behaviors for Products:
Please see Available Products Behaviors for the list of possible values.
Behaviors for Shelf Tools:
Please see Available Shelf Tools Behaviors for the list of allowed values.
p.25
Color
(default value: empty. Empty
values are treated as if a white
color was applied)
The Color property lets you specify a solid color for each item in the database. The
color has the following effect on items:
• For 3D Shapes with a solid color area, the specified color is applied to this area.
• If no image is specified for an item, the specified color is applied to the area
where the image would go.
The color value is saved in the database using the standard HTML color codes (ex:
#FF0000 for red). A complete reference of theses HTML color codes is available at
http://www.colorpicker.com/ or http://html-color-codes.info/ for example.
Note: The Color property is not shown yet in the Database Editor. It must be
specified under a Color column when Batch Importing items in the Database.
Note: this property is named Color even if your change the user interface language.
Shelf Tool
The Shelf Tool property indicates if the item is a Shelf Tool (1) or a Product (empty).
This property can be used when Batch Importing items in the Database. In the
Database Editor, it corresponds to the radio button to toggle Products / Shelf Tools.
Note: this property is named Shelf Tool when exporting or importing the database,
even if your change the user interface language.
Generation Method
Please ignore this field or enter 0.
Note: If you have set the language of the user interface to a language other than
English, the above properties have different names, except where noted.
Ex: the Width property is named Largeur in French.
Note *1: Please see Defining the Custom Database Columns for details on these columns.
Note *2: The direction of Width, Height
and Depth is determined by the orientation
of the object on the shelf, as shown in the
image: Width is the left-right dimension,
Height is the top-bottom dimension, and
Depth is the front-back dimension. So
Width is not necessarily the biggest
dimension, or Depth the smallest
dimension.
Note *3: Please see Choosing a Measurement Unit for information on how to select your
preferred measurement unit.
p.26
Guidelines for Images
For each Product and Shelf Tool, an image can be used to achieve a more realistic
representation. You can use an existing image or take a photo of your product.
Please follow the instructions below to prepare your images:
•
Take a picture of the product most representative face (usually the front).
•
Don't use a flash as it creates bright hotspots on the photo.
•
Take the picture straight on, not from an angle.
•
Make sure the text of the packaging is readable on your photo.
•
Crop the image to the outer limits of your product (i.e. The image must be cropped so that
the outline of the product touches the 4 edges of the image as much as possible).
•
Save the picture in a supported formats: jpg, png, bmp, gif or tif.
•
Each picture file must be smaller than 5 MB for PlanogramBuilder. Otherwise it won’t be
uploaded.
•
Images are automatically downsized by PlanogramBuilder if larger than 786'432 pixels
(=1024x768 or 500x1573 for example). Uploading images larger than this will not provide
better quality.
•
Just make sure the size is high enough to distinguish the desired detail.
•
If you intend to use the Batch Import feature, make sure you save your images in the
same folder as your products *txt list, or in one of its child folders. Please see Batch
Importing items in the Database for details.
p.27
Please look at the examples of good and bad pictures below. The dotted lines represent the
edges of each image:
p.28
Available 3D Shapes for Items
PlanogramBuilder comes with the following set of basic shapes to cover standard package
types. You can specify any of the shapes below in the Shape field for each item.
The list below is sorted alphabetically except the default box shape:
Shape name
box
(default value)
blister_oval
blister_rectangular
blister_rounded_top
Shape
illustration
Result with
product
image
Description
A box with the image fitted to all
6 sides.
Note: If you don’t specify a
shape, this box shape is used
by default.
A rounded blister pack with the
image fitted to front.
The back face will use the
Color*.
A rectangular blister pack with
the image fitted to front.
Color*.
A rectangular blister pack with a
rounded top and the image
fitted to front.
Color*.
bottle_soda_large
bottle_soda_small
A large soda bottle (ex: 2 liters)
with the image fitted to front
and back.
A small soda bottle (ex: 0.5 l)
with the image fitted to front
and back.
p.29
Shape name
Shape
illustration
Result with
product
image
Description
bottle_square
A bottle with 4 flat sides with
the image fitted to front and
back.
bottle_tapered
A bottle with tapered top with
the image fitted to front and
back.
bottle_wine
A typical wine bottle with the
image fitted to front and back.
box_front
box_sides
box_top
A box with the image fitted to
the front face only. The other
faces will use the Color*.
Use this when you don’t want
the sides to show the front
image, such as for shelf strips.
the left and right faces only. The
other faces will use the Color*.
Use this when you want only the
side faces to show the image,
such as for dividers (shelf tools).
the top face only. The other
Use this when you want only the
top face to show the image.
can_drink
A typical cylindrical drink can
with a metal lid and the image
fitted to front and back.
p.30
Shape name
Shape
illustration
Result with
product
image
Description
can_food_cylindrical
A typical cylindrical food can
with a metal lid and the image
cylinder
A cylinder with the image fitted
to front, back, top and bottom.
to front and back only. The top
and bottom will use the Color*.
Cylinder_front_back
Cylinder_top
Tip: This can be used for
containers when you don’t want
the front image applied to the
lid for example.
to top and bottom. The other
Tip: This can be used for plates
or containers when the top
picture is more representative.
A horizontal plane with the
image fitted to top and bottom.
plane_lying
It has no visible thickness but
the specified height is still
accounted for to stack items in
planograms.
You can use this for items not
resembling any of the other
provided 3D shapes.
A vertical plane with the image
plane_standing
It has no visible thickness but
the specified depth is still
accounted for to space items in
planograms.
You can also use this for items
not resembling any of the other
provided 3D shapes.
p.31
Shape name
Shape
illustration
Result with
product
image
Description
pouch_lying
A soft pouch placed horizontally
with the image fitted to top and
bottom.
pouch_standing
A soft pouch placed vertically
with the image fitted to front,
back and bottom.
sphere
A sphere / ovoid shape with the
image fitted to front and back.
A tube with the image fitted to
front and back.
tube
Sample Bot shapes
Use for toothpaste, cream and
similar items.
various
various
PlanogramBuilder comes with a
set of sample custom products
and shelf tools (zVisuel Bots).
You are free to re-use any of the
custom shape names from these
sample items.
Note: Each of the above shapes will be resized in width, depth and height to match exactly
your product overall dimensions.
Note: If you have specified an image, the image will be resized to fit onto the selected shape.
Note*: For shapes with area(s) using the Color, the color is white by default but can be
specified for per database item. See List of all Item Properties for details on the Color property.
Note: If you leave the Shape field blank, PlanogramBuilder will create your item as a "box".
Note: If you need a different template shape not listed above, please contact zVisuel to order a
new 3D shape. We will give you a quote for creating the shape based on your description.
Note: Even if you choose a language other than English for the user interface, the names of
the 3D shapes remain as listed above.
p.32
Available Products Behaviors
Four types of Products can be created with PlanogramBuilder, each of them corresponding to a
specific value for the database Behavior field. Here are the possible values, descriptions and
example images showing sample Products for each Behavior value:
Behavior value
Description
Example
A standard product.
standard
(default value)
It sits on shelves and is
repeatedly placed as many times
as can fit on the depth of the
shelf. (ex: a bottle of soda)
A stackable product.
stackable
Stackable products are the same
as standard products except they
can be stacked onto each other.
(ex: boxes that can be piled up)
A tester product.
tester
It sits on shelves, but only one
product is placed at the front edge
of the shelf. You can place
standard products behind it.
(ex: a perfume tester, which will
be placed in front the packaged
perfumes)
A pegged product.
pegged
It hangs on pegs and is repeated
along the length of the peg. (see
Creating New Bays and Back
Panel Parameters for help on
defining peg length.)
(ex: blister packs)
the behaviors remain as listed above.
p.33
Available Shelf Tools Behaviors
Several types of Shelf Tools can be created with PlanogramBuilder, each corresponding to a
specific value for the database Behavior field. Here are the possible values, descriptions and
example images showing sample Shelf Tools for each Behavior value (listed alphabetically):
Behavior value
Description
Example
A shelf tool which snaps to the top
of any bay (gondola).
bay header
Note: if the bay has no back
panel, the header snaps to the
highest shelf.
Use this to place panels above
your gondolas.
A shelf tool which automatically
snaps to the front-most shelf.
divider
Use this to create lateral bay
divider signs for example.
Tip: the box_sides shape is well
suited to this type of objects.
An object which can be placed on
any shelf without being duplicated
in depth.
ondisplay
Please note that this is typically
applied to custom products
displayed out-of-box (on-display).
A shelf tool which snaps onto the
back of any bay.
panel
(default value)
Note: if the bay has no back
panel, the header can be
positioned between the lowest
and highest shelves.
Use this to create posters, back
cards or any other hanging POS.
p.34
Behavior value
shelf badge
Description
Example
front edge of any shelf at 3
possible predefined positions: left,
center, right.
Use this to create shelf cards /
shelf badges.
shelf strip
front edge at the center of any
shelf.
Use this to create single shelf
strips.
A shelf tool which snaps over a
shelf strip at any position along
the strip.
sticker
Note: there must be a shelf strip
in order to place stickers.
Use this to create cards, typically
used to show product information.
the behaviors remain as listed above.
p.35
Building Planograms
Working with Projects
Your planograms are stored on a remote server, never on your local disk. This lets you log in
to PlanogramBuilder from any computer and always access all your projects.
List of Projects
To select a project, click on its name in the list. 20 projects are shown at the same time on a
page. To select the page to display, click on the numbers in the lower left corner of the dialog.
By clicking on the headers at the top of each column, you can sort the list according to the
column content. For example to order the list by project names click on the Name header and
to order it by modification dates click on Date Modified. When you click again on a header,
the order is reversed; it’s particularly useful to see first your last modified projects.
p.36
Starting a new Project
If you want to start a new project, click on the New command in the upper left corner of the
work screen. After clicking New, you will have an empty project. The Bays task will be
automatically activated so that you can start adding new bays. (see Working with Bays and
Shelves).
Opening Projects
To reload a previously saved project, use the Open command on the top toolbar.
Then select a project in the list (see List of Projects) and press Open on the bottom toolbar.
Saving Projects
To save your current project for a future use, use the Save As command.
Then type in a name for the project in the Name edit box and optionally a customer name (or
any other information you wish) in the Customer field. Click the Save button on the bottom
toolbar and then OK in the confirmation dialog to complete the operation.
p.37
Once a project has been saved, its name appears in the top of the work screen (as shown in
the Overall Screen Layout picture).
To save the same project again after further editing, simply click the Save command.
Adding Projects (merging)
You can also use the Open command to append a previously saved project to the current one.
After selecting a project in the list click on the Add button on the bottom toolbar.
The bays and the content of the added project are automatically merged into the currently
opened project. They are initially placed at the right of the existing bays but you can move
them easily afterwards with the Edit Bay tool (see Moving Bays below).
Renaming Projects
Click on the Manage button. It will open a dialog with a list of your projects (see List of
Projects above).
Once you have selected a project in the list, the name of the selected project and its customer
are shown in edit boxes at the bottom of the screen.
You can modify these data and apply your changes by clicking on the Update button.
Deleting projects
Projects above).
To remove one of your projects, click on the Delete button, then click OK in the confirmation
dialog.
p.38
Note: it is not possible to retrieve a project once deleted.
Sending Projects to Other Users
Projects above).
To share one of your projects with another user, click the Send button.
A small window will open. Type the username of the destination user in the Recipient edit
box. You can also change the project name in the Name edit box, though it’s not required.
When you are sure that all data are correct, click on the Save button.
When the operation is complete, the project appears in the list of projects of the destination
user.
Note: When you want to share a project, ask the destination user for his username and be
sure to type it correctly. (PlanogramBuilder displays your user name at the upper right of the
work screen: see Overall Screen Layout)
Setting Projects as Templates
Projects above).
If there are several PlanogramBuilder users in your company, you may want to create and
provide them with some template projects as a basis for planogram variations.
p.39
To do this, select a project in the list and check the Template property below the list
Then press the Update button on the toolbar to apply your changes.
Note: A user can only assign his/her own projects as templates.
Note: Template projects become instantly accessible to all other people who have access to
the same PlanogramBuilder database, typically users in your company.
Note: When Opening Projects or Adding Projects (merging), template projects appear in the
list of projects with a special prefix: (Template) name of project.
Note: Only the owner of a template project is allowed to delete or make modifications to it and
re-save it. Another user can open the Template Project, but must save it under another name
if they wish to retain any changes they have made.
p.40
Standard Editing Commands
The following operations can be applied to Bays, Shelves, Products and Shelf Tools.
Selecting an Object
To select an object in the 3D scene, switch to the task related to the object you want to edit,
activate the Edit button, then click on an object in the 3D scene.
Once an object is selected, it becomes highlighted in blue and you can perform several tasks
such as deleting, moving, copying it, etc.
Tip: To deselect an object, click in an empty area in the 3D zone, or select another object.
Tip: Please see Selecting Multiple Products and Shelf Tools to select multiple Products or Shelf
Tools. Multi-selection is not possible with Bays and Shelves.
p.41
Deleting Objects
If you want to remove an element from your project, select the element and click the Delete
command. Note: you can also use the standard Ctrl+Z keyboard shortcut.
The behavior is dependent on the current edit tool:
•
if you are editing products, the selected product(s) will be deleted.
•
if you are editing bays, the selected bay and all items on it will be deleted.
•
if you are editing shelves, the selected shelf and all the items on it will be deleted.
•
if you are editing other Bay Elements, the selected element will be deleted.
Tip: you can also directly use the Delete key on your keyboard.
Undoing your Changes
You can reverse one or several of your previous actions by using the Undo command.
Note: you can also use the standard Ctrl+Z keyboard shortcut.
Redoing your changes
The Redo command re-applies operations that were canceled by the Undo command.
The Redo command is available from the drop-down menu after right-clicking on the 3D area.
Note: you can also use the standard Ctrl+Y keyboard shortcut.
p.42
Working with Bays and Shelves
Creating New Bays
The Bays task is where you define and add new fixtures to your planogram projects. In
PlanogramBuilder, Bays are parametric 3D objects that you can build as per the specifications
of real fixtures found in your point of sales.
New Bay Attributes
The characteristics of new bays (gondolas) are specified here and will apply to all new bays
you create until you change settings again.
A preview of the bay with the new settings is displayed on the right.
Overall width allows to specify the horizontal width of the bay. You can use decimals like
76.2.
Overall height sets the overall height of the bay.
p.43
Number of shelves tells how many shelves the bay will feature. Note that the Base also
counts as one shelf. Note that changing this value will influence the total height value.
Distance between shelves sets the vertical empty space between each shelf.
Main color allows to select the color of the bay (base, back and sides). Click on a rectangle,
then choose a tint with the standard Color Dialog.
Shelves width is the width of the shelves not including lateral sides.
Shelves height specifies the thickness of the shelves.
Shelves depth is the depth of the shelves not including the back panel.
Shelves front margin sets how far products will be placed from the front edge of shelves.
Shelves color allows to select the color of the shelves. Click on a rectangle, then choose a tint
with the standard Color Dialog.
The Transparent shelves check box specifies whether shelves are translucent or opaque.
Shelves max. facings lets you set the maximum number of product facings allowed on each
shelf. You will not be able to place more product facings than the specified number entered
here. With the default value “-”, there is no imposed limit of facings except for the limit
calculated automatically based on the physical space available on each shelf.
The Base check box allows to choose whether you want a base on the bay.
Accept products defines whether you can drag products on the base of the bay. Sometimes
products are placed directly on the base, while in other cases the base should not accept any
products.
Base height adjusts the height of the base. This setting also influences the bay total height.
Base depth sets the depth of the base, which can be different from the other shelves.
The Top Cover check box allows to choose whether you want a top cover on the bay. This is
for example a light box.
Accept products defines whether you can drag products on the Top Cover of the bay.
Top Cover height adjusts the height of the Top Cover.
Top Cover depth sets the depth of the Top Cover, which can be different from the other
shelves.
The Back panel check box specifies whether the bay has a back panel. You may not want one
if the shelves are held by small cables for example.
Back panel top margin gives the vertical space between the upmost shelf and the top of the
back panel. This setting also influences the bay total height.
Back panel L&R margin sets the horizontal space between the side of a shelf and the same
side of the back panel. This setting will influence the overall bay width value if you set a
positive value, effectively making the bay wider than the shelves.
p.44
Hook lengths specifies the distance from the back panel to the tip of hooks. The actual hooks
are invisible in PlanogramBuilder, but their specified length is used to determine how many
times each product is repeated in depth, along the imaginary hook.
Back panel depth is the material thickness of the back panel.
The Side panels check box allows to choose whether you want side panels on the bay. This
setting also influences the overall bay width.
Side panels width represents the thickness of each lateral side panel.
The Showcase check box creates a glass enclosure for the bay. (only available with a base)
Showcase height sets the height of the glass enclosure measured from the top of the base.
Showcase front margin is the distance from the front of the base to the showcase.
Note: the bay attributes will be kept for the next time you run the application.
Note: you can further customize bays in the Bay Elements task (see Editing Bay Elements).
Adding The Bay
When you are satisfied with your bay characteristics, use the Add command to add a bay to
the current project.
Clicking Add several times will create exactly the same bay, each added to the right of the
existing bays.
Tip: Changing bay attributes between the creation of two bays allows mixing completely
different bays in the same project.
Tip: Just after you have defined and added the desired bays to the 3D area, it can be useful to
save the project with the empty bays to be re-used as a template. You can name it for
example "Template bays for store X"; then you just need to open that template to start a new
project with the same bays. If you create a new planogram project based on such a template,
just don't forget to use Save As and give your project a new name: don't use Save, otherwise
you will overwrite your blank template.
p.45
Moving Bays
New bays are always added to the right of existing ones, though if you change your mind
afterwards, you can move a bay (as a whole with all its products) left or right by using the
Edit tool in the Bay task.
Press and hold the mouse button with the pointer over a bay (or any of the items it may hold)
and move the mouse to the left or to the right to the desired bay position.
Naming Bays
Bay Elements > Selected Bay > Name
You can assign a name to any existing bay:
1. Select the bay or one of its elements.
2. Type a name for the bay.
Note: The name of the bay will also be listed in published reports (Creating Detailed Reports)
and can be displayed as a label on the bay in Schematic View.
p.46
Assigning images to Bays
Bay Elements > Selected Bay > Front image
For any bay, one image can be displayed on the front face of the bay for a more realistic look.
To apply a picture to a bay:
1. Select the desired bay or one of its elements.
2. Press the Browse button and select an image file on your hard disk.
3. The image will only be displayed on elements of the bay that have Selected “element” >
Show front image checked. The image is automatically stretched to fit the dimensions of
the all the elements that have Show front image checked.
Note: Any type of element can display the image.
Here is an example image and the resulting bay with the image applied to the base and the
light box of the bay:
p.47
Locking Shelf Tools on Bays
Bay Elements > Selected Bay > Locked shelf tools
For each bay, it’s possible to lock in place all the shelf tools that are already placed on the bay.
Let’s suppose you have created a bay with several shelf tools such as a bay header, panels and
shelf strips. Locking the shelf tools will allow you to add and move products on the shelves
without risking to displace the shelf tools at the same time.
Note: If Locked shelf tools is checked for a given bay, you will need to uncheck it if you wish
to move any shelf tools on the bay.
Note: The value of Locked shelf tools is saved with the project for each bay.
Tip: This state can also be applied/unapplied from the context menu after right-clicking on the
3D area: Context menu > Locked shelf tools. A bay or bay element must be selected prior.
Tip: This function can also be toggled with the L keyboard shortcut. A bay or bay element
must be selected for the setting to apply.
Adding Bay Elements to Bays
Bay Elements > New Elements
You can add the following bay elements to any existing bay:
•
Front Panels
•
Shelves
The workflow is the following:
1. Create a new bay in the Bay task (see Creating New Bays).
2. In Bay Elements task, drag new elements from the palette to the bay.
3. Change the properties of the new elements if needed (see Editing Bay Elements).
4. Save your empty custom bay as a project if you wish to re-use it later.
p.48
Editing Bay Elements
Bay Elements > Selected Shelf / Front Panel / Back Panel / Side Panel
You can edit the properties such as the dimensions and color of many elements of any existing
bay. Each element of the bay can be customized individually. The new element properties
replace the original bay attributes. This allows you to modify existing fixtures and build fixtures
and gondolas that are not directly possible to create using just the New Bay parameters.
1. Select an existing bay or create one if there is none.
2. Switch to Bay Elements task. Make sure the Edit Bay Element button is pressed.
3. Select the element to modify: a shelf, a back, front or side panel.
4. Edit the properties of the selected element.
5. Save your empty custom bay as a project if you wish to re-use it later.
Depending on the type of element selected, different sets of parameters will be available. Here
is the complete list of parameters for each type of elements:
Generic Parameters
The following parameters are applicable to all types of bay elements:
•
Width lets you set the overall width of the element.
•
Height specifies the height of the element.
•
Depth corresponds to the depth dimension of the element.
•
Color allows to select the color of the element. Click on the rectangular color swap, then
choose a tint with the standard Color Dialog.
•
Transparent specifies whether the element is translucent or opaque.
•
Show front image determines if the bay front image is displayed on the front of the
selected element. See Assigning images to Bays for details.
p.49
Shelf Parameters
The shelf parameters let you can set precise values for the selected Shelf, Base or Top Cover.
•
Width, Height, Depth, Color, Transparent, Show front image (Generic Parameters)
•
Lateral offset is used to shift the shelf left or right. The distance is measured from the
center of the back panel (or the theoretical center of the bay if there is no back panel).
Negative offsets move the shelf to the left, positive offsets move it to the right.
•
Distance from ground specifies the absolute height of the surface of the shelf
measured from the ground.
•
Distance from back represents the distance from the back panel (or the theoretical rear
of the bay if there is no back panel).
•
Front margin sets how far products will be placed from the front edge of the shelf.
•
Inclination enables tilting the shelf at the specified angle measured from its horizontal
position. All products on the shelf will also be rotated.
•
Max. facings specifies a limit for the maximum number of items that can be placed along
the width of the shelf (the facing). If you leave the default value "-", you can place as
many items as you wish.
p.50
Interactive Shelf Edition
You can also move a shelf up or down using your mouse: select the Edit tool, then press and
hold the mouse button with the pointer over a shelf or any of its products and drag the shelf
up or down. Release the mouse button when the shelf is where you want it.
Note: when you move a shelf, there is no anti-collision to allow crossing other shelves.
p.51
Back Panel Parameters
The Back Panel parameters let you can set precise values for the selected Back Panel.
•
•
Type
•
Solid makes the back panel a plain surface. This means pegged products can be placed
and moved freely on the Back Panel with no constraints. (Default value for new bays)
•
Pegboard turns the Back Panel into a pegboard. Pegged products will snap to the
position of the peg holes on the back panel. By default, products are centered
horizontally with the top edge aligned vertically to the peg hole. It is however possible
to offset the product from the peg hole under Viewing and Editing Item Information.
•
Slatwall makes pegged products snap to the slats vertically, but still to be positioned
freely horizontally.
•
Show Holes / Slats toggles the visibility of the peg holes or slat separations on the Back
Panel. Note that Show front image must be unchecked to enable this parameter.
•
Horizontal step applies to Pegboards only. It defines the horizontal distance between
holes on the pegboard. It acts as a snap grid increment to place pegged products.
•
Vertical step applies to Pegboards and Slatwalls only. It is the vertical distance between
holes or slats on the Back Panel. It determines the snap grid increment to hang products.
•
Hook lengths specifies the distance from the back panel to the tip of hooks. The actual
hooks are invisible in PlanogramBuilder, but their specified length is used to determine how
many times each product is repeated in depth, along the imaginary hook.
Here is an example of a Back Panel specified as a Pegboard, with hanging products:
p.52
Front Panel Parameters
The Front Panel parameters let you can set precise values for the selected Front Panel.
•
•
Lateral offset is used to shift the Front Panel left or right. The distance is measured from
the center of the back panel (or the theoretical center of the bay if there is no back panel).
Negative offsets move the Front Panel to the left, positive offsets move it to the right.
•
Distance from ground specifies the vertical distance from the ground to the bottom of
the Front panel. With a value of 0, the Front Panel rests on the ground.
•
Distance from back represents the distance from the back of the Front Panel to the back
panel (or the theoretical rear of the bay if there is no back panel).
Interactive Front panel Edition
You can also move a Front Panel up or down using your mouse: select the Edit tool, then
press and hold the mouse button with the pointer over a shelf or any of its products and drag
the shelf up or down. Release the mouse button when the shelf is where you want it.
Side Panel Parameters
The Side Panel parameters let you can set precise values for the selected Front Panel.
•
Side Panels don’t have any parameters besides the generic parameters described above.
They are always positioned on the side of the bay, either on the left of right side. They always
touch the ground as well as the back panel (or the theoretical rear of the bay if there is no
back panel).
p.53
Working with Products and Shelf Tools
The Products Catalog
Select the Products task. Here you can access all the products from the database.
Since a typical database may contain thousands of products, they are classified for easier
access. On the left side of the screen, your products are listed in a hierarchical menu with 3
levels, each corresponding to a classification criterion. Selecting items in the hierarchy on the
left displays the corresponding thumbnails in the catalog on the right side.
When you select an item in the 1st level of the menu, only the items matching your choice are
shown at the 2nd level, and so on for the 3rd level. For example, in the image above, only the
Product Lines of the Brand “Bots - Accessories”: “Chargers”, “Modules” and “Remotes”.
Tip: You can display all items for any of the 3 levels by selecting the “*” symbol, as shown for
the 3rd level in the image above. In this case, Chargers, Modules and Remotes are displayed.
Tip: You can change the hierarchy if you wish to sort items in a different order.
1. Click on the small triangle at the level you want to re-order (Ex: Brand). A menu appears.
2. In the menu, Re-order the current level by assigning it a different order (Ex: 1 - top).
3. The current level (Ex: Brand) will be swapped with the previous 1st level (Ex: Category).
p.54
The Shelf Tools Catalog
Select the Shelf Tools task. Here you can access all the props and accessories from the
database. These can be for example bay headers, banners, shelf strips, custom POS, etc.
Shelf Tools are classified the same way as products. Only the props available for the selected
level will be shown in the catalog.
Tip: You can display all items for any of the 3 levels by selecting the “*” symbol. See the
example in The Products Catalog.
Tip: You can change the hierarchy if you wish to sort items in a different order. Please
see The Products Catalog for instructions.
Note: If you are just starting using PlanogramBuilder, only sample products and
Shelf Tools may be initially available. Please see The Products and Shelf Tools
Database to find out how to make your own products available for planogramming.
Placing Products and Shelf Tools on Shelves
It is very simple and straightforward to put products and shelf tools on their fixtures. You just
need to click on an object in the catalog. While maintaining your click, drag the item to the
desired location on a shelf (as you drag the product, it is symbolized by a special mouse cursor
showing you where the product will be positioned). Once you have reached the desired shelf
and the place you want to put your product on, simply release the mouse button and the
product will be dropped on the shelf.
You can add more than once the same object in a single drag & drop operation: while
maintaining the left mouse button pressed, each time the mouse cursor is over a target
location click with the right mouse button (press and release).
Tip: When you add only products on shelves, you can lock Shelf Tools in place to prevent
accidentally moving existing shelf tools. See Locking Shelf Tools on Bays.
p.55
Auto-Snapping Products and Shelf Tools
When you drag or move an item on a shelf close enough to another item, it will automatically
be re-positioned to touch the other item.
Similarly, when you drag an item close to the side edge of a shelf, the item will automatically
be re-positioned precisely at the edge of the shelf.
The threshold for an item to snap to nearby items and to shelf edges can be specified in the
Settings:
2. Under 3D View > Auto. snap dist., type the threshold for items to snap together.
3. Now close the Settings and try to move some products near each other to see how they
behave.
Note: Auto-snap only affects products and Shelf Tools that are sitting on shelves. Pegged
items don’t snap together.
Tip: If you want to be able to place products very close to each other without snapping, enter
a very small value in the setting or even 0.
p.56
Hanging Products to Pegs
By default, new products are positioned automatically to sit on shelves. If you rather want a
product to be hanging to a peg, do one of the following:
•
For a new product, Shift+drag the product from the catalog to the bay. You will be able
to drop the product anywhere on the bay.
•
For a product already in your project and resting on a shelf, select a product, then
select Product(s) Behavior > Hanging on Pegs from the right-click context menu. You
can switch back to Resting on Shelves with the same menu.
Note: The actual peg bars are not displayed in PlanogramBuilder.
Tip: you can set this property for several products in one click by Selecting Multiple Products
and Shelf Tools.
Note: Some products are defined in the database to be always hanging on pegs. For these
products, you don’t need to hold the shift key to hang them to a peg. See Available Products
Behaviors if you have access to the Database Editor and want to define such products.
Tip: When you want to work only with products, you can lock Shelf Tools in place to prevent
p.57
Adding Generic Products
Sometimes, you may need to include in your planograms some products that are not available
in PlanogramBuilder database, such as seldom used competitors' products. In this case,
PlanogramBuilder lets you create your own 3D generic products:
1. In the Products task, click on the Add button.
2. Now place your mouse cursor over the 3D area and choose the place where you want to
add your new product. Then click the left mouse button to confirm and create the product.
When you create generic products, they have no name and have default dimensions. You can
however specify this information later; please see Viewing and Editing Item Information.
Note: generic products are saved in your current project, but not in the database. If
you wish to add products to the database (so that they are shown in the catalog),
please see The Products and Shelf Tools Database for detailed instructions.
Tip: If you copy a generic product, it creates a new independent generic product which can
then be edited to have different characteristics such as dimensions, name, etc. (see Copying
Products and Shelf Tools)
Tip: You can set the font for generic product labels. Click Settings on the upper toolbar:
Then modify the options under Generic Products:
•
Font sets the typeface for the product labels in schematic view, on generic products and
for products in the database that have no pictures.
•
Font height sets the size of the labels described above. It may be necessary to use a
smaller text size if your product names cannot be displayed fully with the default text size.
You can also fine-tune the font size interactively by selecting Tool > Font Size from the
right-click context menu. With this tool, move your mouse left / right or up / down to
change the font size.
Note: The choices you make will be remembered for your next PlanogramBuilder session.
p.58
Viewing and Editing Item Information
Go to the Item Info task to view and/or edit Products or Shelf Tools properties.
Tip: If multiple items are selected, the values you enter will be applied to all selected items in
a single operation. See Selecting Multiple Products and Shelf Tools for details.
Name, Width, Height, Depth, Color and Reference are described in the List of all Item
Properties.
Tip: These properties are editable for Generic Products. Since Generic products are not defined
nor saved in the database, this is where you specify their dimensions, etc.
Note: For Products and Shelf Tools available in the catalogue, the above properties are readonly and shown for information only. You can still copy the values with Ctrl+C.
Units allows specifying the number of times a product is duplicated in depth for a given facing.
If auto is entered, the number of products is automatically adjusted to fit the shelf depth or
the peg length.
Tip: you can increase and decrease the number of products by using the + and – keys on your
numeric keypad. This is also possible from outside of the SKU tab, such as in the Products tab.
p.59
Vertical offset lets you shift pegged products to higher or lower by a specified distance. This
is convenient to define the position of the hanging hole on a product. (Default: 1cm or 0.39")
•
value of 0 = the product top edge is aligned to the peg hole on the back panel
•
positive values = moves the product up
•
negative values = moves the product down
Lateral offset lets you shift pegged products to the left or to the right. This is convenient
when the product hanging tab is not centered on the product. (Default: 0cm or 0”)
•
value of 0 = the product is centered on the peg hole
•
positive values = moves the product right
•
negative values = moves the product left
Please note that these values are per facing only, meaning they are not saved in the database,
only in your current project.
Selecting Multiple Products and Shelf Tools
In Products and Shelf Tools mode, you can select multiple objects to perform tasks on a group
of objects in one operation.
1. Select a single object as explained above
2. Hold the keyboard Ctrl key down
3. Select additional objects by clicking on each of them.
4. The selected objects become highlighted in blue and you can perform operations on the
selected group, such as deleting, moving, copying, aligning and spacing the objects.
Tip: To exclude an item from the selection, click on it while still holding the Ctrl key pressed.
Tip: To deselect all objects, click in an empty area in the 3D zone.
p.60
Moving Products and Shelf Tools
In Products and Shelf Tools mode, select the Edit tool to move items around on shelves.
Select the desired item(s) in the 3D view, then move the mouse. The selected item(s) in the
scene becomes highlighted and can be dragged in any in any direction towards another area of
the bay or even to another bay.
If there is some empty space between products, it is very easy to close these gaps thanks to
the anti-collision feature: select the product(s), then click it and drag it/them against the other
products; it will push the other products along the shelf much like in the real world.
Tip: Although anti-collision allows for a very intuitive use, it’s sometimes better to let items go
through each other, for example when moving a product from shelf to shelf. You achieve this
by pressing the C keyboard key when moving items, temporarily disabling collision detection.
Tip: if you have selected several objects, you can move them together with a single drag and
drop mouse operation. (see Selecting Multiple Products and Shelf Tools)
p.61
Tip: See Auto-Snapping Products and Shelf Tools to change the way items are automatically
positioned adjacent when they are close to each other.
Tip: When moving one or several products on a bay, you can invert their current placement
mode (pegged or standard) by holding the shift key until you drop the products in position.
For example:
1. Select several products placed on a shelf
2. Hold the left mouse button down and start dragging the products onto the bay back wall.
3. Press and hold the Shift key
4. Release the mouse button when the products are in position against the back wall. The
products are now pegged. If you hadn’t pressed the shift key, you could only have placed
the products on a shelf.
Rotating Products on Shelves
Products task or Item Info task > Context menu > Rotate Product Left / Right
These commands let you to rotate any product by 90 degrees to the specified direction: The
front face still faces you, but its width becomes the height.
Tip: Keyboard shortcuts for these commands are the left and right arrow keys.
Example of product rotated 90 degrees to the left:
p.62
Copying Products and Shelf Tools
In Products, Shelf Tools or Item Info task, select the Edit tool to copy products and props.
Copying is almost the same process as moving items: select the desired item(s) in the 3D
view, hold the Ctrl keyboard key, then move the mouse to the area where you want to place
the copied object(s).
The selected item(s) in the scene becomes highlighted and can be dragged in any direction
towards another area of the bay or even to another bay. Just release your mouse button when
you are satisfied with the position of the copied objects.
N.B: Anti-collision is automatically disabled when copying items.
Tip: If you copy a generic product, it creates a new independent generic product which can
then be edited to have different characteristics such as dimensions, name, etc. (see Adding
Generic Products)
Aligning and Spacing Products and Shelf Tools
In Products, Shelf Tools or Item Info task, there is a series of handy commands available
when multiple items are selected. To use them, select several products, then open the context
menu (right mouse click in the 3D view) and choose one of these menu items:
p.63
Examples of various alignment and spacing options:
p.64
Changing the 3D View
To change the way you look at your planogram (without modifying it), use the features
detailed below. These features are available whenever you can see your planogram project in
the 3D view.
Zoom
To zoom in the 3D work area, select the Zoom tool. Click and hold your mouse button down
on the 3D scene, then move your mouse up to zoom in or down to zoom out.
Note: when you zoom in, the scene is centered on the location of your click.
Orbit
Use the Orbit tool to rotate the scene. Click and hold your mouse over the 3D scene, then
move your mouse in the direction you wish to rotate. Release the mouse button when you are
satisfied with the orientation. Note: the scene rotates around the position of your mouse click.
p.65
Pan
Choose the Pan tool to move the scene left, right, up or down. Click and hold your mouse over
the 3D scene and move your mouse in the direction you wish to move.
Walk
Context menu > Tool > Walk. This mode allows you to move your viewpoint in the 3D view
by moving your mouse around, as if you were walking in the store.
In this mode, press your left mouse button over the 3D view, then move the mouse up to go
forward, down to go backwards, left to go left and right to turn right. If you press both (left &
right) mouse buttons you are allowed to look up and down instead of moving in the scene.
Note: If you select any other tool, you will exit Walk mode.
p.66
Field of View
Context menu > Tool > Field of View lets you increase and decrease the perspective effect
in the 3D view. It is similar to changing the focal length of a lens on a real camera.
Activate this tool and then move your mouse up or down with the left mouse button pressed
until you are happy with the perspective. Then release your mouse button.
Front
The Front command lets you reset the 3D view to see all the bays in front view.
p.67
Fit
The Fit command lets you see all the bays while retaining the viewing direction chosen with
the Orbit tool and the perspective effect changed with the Field of View tool.
Selected
Selected automatically zooms to fit the currently selected item(s) on screen while retaining
the current viewing angle.
p.68
Fullscreen
The Fullscreen command switches the 3D view to full screen. In this mode, there are no more
buttons, but you can use the right-click context menu or keyboard shortcuts. Press the Esc
key to exit full screen.
p.69
Orthographic View
When activated, this display mode removes any perspective effect: this is called an
orthographic view. To switch to/from Orthographic View, right-click on the 3D area and select
Orthographic View.
If you switch to Front View, you will notice that all products appear to be exactly facing the
screen, without any perspective effect, as in the example below.
Tip: the Orthographic View is particularly useful when you need to export an image of your
project as if it was a 2D facing.
p.70
Schematic View
When activated, this view mode shows all the products in your project in simplified, schematic
view. To toggle Schematic View, right-click on the 3D area and select Schematic View.
In schematic view, text labels are displayed on objects as in the example below.
Various options can change how objects are displayed in schematic view. To set these options:
1. click Settings on the upper toolbar:
2. Then modify the options under Generic Products:
•
Font sets the typeface for the product labels in schematic view, on generic products and
for products in the database that have no pictures.
p.71
•
Font height sets the size of the labels described above. It may be necessary to use a
smaller text size if your product names cannot be displayed fully with the default text size.
You can also fine-tune the font size interactively by selecting Tool > Font Size from the
right-click context menu. With this tool, move your mouse left / right or up / down to
change the font size.
3. Then modify the options under Schematic View:
Products style
•
generic products displays products as simple boxes with their name / reference printed
on the front face
•
labels displays products with their original shape and their name / reference printed as a
label strip on the front face.
Products caption
•
name displays products with their name printed on the front face.
•
reference displays products with their unique reference printed on the front face.
Bays style
•
none displays the bays without label
•
labels displays the name of the bays on a label strip. Please see Naming Bays to find out
how to assign names to the bays.
Note: The choices you make will be remembered for your next PlanogramBuilder session.
p.72
Background
You can change the color of the background with the context menu Set Background Color.
This allows you to pick any color from a color popup dialog. (default color: white)
Note: When you change the background color, the latest color is saved in your account and reused for new projects.
Note: The current background color is also saved with each planogram project, so each project
can have a different background color.
Tip: We advise to set the background color to match your final output document, for example
white when you want to integrate a planogram picture in a Word document.
You can also import an image to use as the background of the project: context menu > Set
Background Picture. A popup dialog will let you browse for a picture on your hard drive.
Note: If you save your project with a background image specified, the image file is referenced
in the project, but is not actually saved in the project file. So if you delete the image from your
computer, if you open the project from a different computer, or if you share the project with
another user, you will need to be re-specified as Background Picture in the project.
Tip: If you have taken a photograph of the store area where you project will be implemented,
you can use a photo as the background and see your project in situation.
p.73
Lighting
PlanogramBuilder comes with a predefined lighting that should be fine for most projects. It is
however possible to modify the lighting:
Context menu > Tool > Lighting Intensity lets you increase and decrease the light intensity
by moving your mouse up and down with the left button pressed. Release your mouse button
once you are happy with the light level.
Context menu > Tool > Lighting Direction lets you change the angle of the lighting by
moving your mouse around with the left button pressed. Release your mouse button once you
are happy with the light orientation.
Below are examples of two different lighting settings:
p.74
Stereo Vision
When activated, this feature displays the 3D view in stereoscopic anaglyph mode. Providing
you have a pair of red/cyan glasses, you can then perceive the 3D depth of the view.
To switch to/from Stereo Vision, right-click on the 3D area and select Stereo Vision.
Stereo Effect Strength lets you adjust the amount of stereo effect, by changing the
separation distances between the left and right images. This helps matching your physical eye
separation.
1. Turn on Stereo Vision and put your red/cyan glasses on.
2. Activate the Stereo Effect Strength tool.
3. Move your mouse up or down to increase or decrease the effect.
Tip: We advise using a minimal effect in order to avoid ghost images and headaches.
p.75
Publishing Reports and Images
The Publish task lets you create images and reports of your planogram projects so you can
communicate your guidelines to the persons in charge of setting-up the products in the stores.
Creating Pictures of your Project
Pictures parameters
Picture width & Picture height values define the size of the images to save. You can specify
any values up to 8000 x 6000 pixels (a monster 48 M pixels image) or even more if your
system has enough memory. Typical use for very high resolution images includes booklets with
prepress quality or big size posters that you can use on a tradeshow booth back wall.
When you change the picture dimensions, the 3D view is automatically resized to match the
aspect ratio of your final picture. This comes handy to fine tune the aspect (using the Orbit,
Pan and Zoom tools) before taking a picture with a perfectly predictable result.
Default folder specifies where images will be saved by default: use the Browse button to
select the folder on your PC. You can also type the folder path directly in the text box below.
Note: Your choices of picture size and default folder are saved for your next session.
Picture
The Picture tool on the bottom toolbar takes a snapshot of your project as it appears in the
3D view and puts it in the clipboard. You can then directly paste it in another application like
Microsoft ® Word, PowerPoint, etc.
Save
Click the Save button to save an image of your project as it appears in the 3D view to your
local hard disk. You will be requested to select a destination folder and a filename.
p.76
The default file format is JPEG which provides a good size-quality tradeoff for everyday uses.
For top quality results, required for print applications for example, we advise to use the PNG
format. You specify the file format by clicking the Save as type combo box as shown below:
Note: If your images don’t get saved to your hard disk using Internet Explorer, please see
troubleshooting PlanogramBuilder with Internet Explorer.
Batch Export
This feature lets you to generate several pictures for a series of selected projects in one shot.
1. Define the projects for which you want to export pictures: go to Settings > Projects >
Filenames pattern. Pictures will be created for all project names matching the string and
wildcard entered in the text field. For example, if you type “JÄT*” in the edit box, pictures
will be created for all projects names starting with “JÄT”.
2. Set the picture width and height in pixels. These values will be used for all images created.
3. If you haven’t done so yet, specify the folder where to save the generated images: in the
Publish task tab, use the browse button next to Default Folder to select the folder on
your PC. You can also type the folder path directly in the text box below.
4. Generate the pictures: right-click on the 3D area and click on Batch Export in the menu.
All matching projects are loaded sequentially and the images are saved in the specified
folder. Tip: The best is to launch the command when in the Publish task (Publish tab
selected) in order to have exactly the same framing in the images than in the 3D view.
p.77
Creating Detailed Reports
You can publish detailed reports of your planograms. These reports typically include the list of
products in your current planogram project as well as images of the planogram. They are well
suited for printing and transmitting your planogramming guidelines.
To generate a report, click on the Report button, then select a destination folder and a
filename to save the report file(s).
The reports are saved as “.html” files with accompanying images in jpeg format. They can be
opened with Microsoft ® Word or Excel. The reports are also compatible with any web browser
and thus can be published “as is” directly on an Intranet or Internet web site.
Tip: You can easily create PDF, DOC or DOCX reports by opening the report in Microsoft ®
Word, then save it in one of these file formats from Word. Doing so has the advantage of
combining all tables and images of a report in one single file.
Note: If your reports don’t get saved to your hard disk using Internet Explorer, please see
troubleshooting PlanogramBuilder with Internet Explorer.
Examples of a report opened in Microsoft ® Word
p.78
There are several options to personalize your reports.
Note: All the options are saved by the application for the next time you use PlanogramBuilder.
File Output
Create a folder: check this checkbox if you wish to have a new file folder automatically
created when you save a report. The folder will be created within the folder selected in the
Save dialog box and will be named with the same name as the report name.
Tip: Since each report can include several files (list and images), this option provides a
dedicated location so all the report files don’t get mixed with other unrelated files.
Report Formatting
The settings below propose various options to customize the layout of your reports.
Page size: several standard paper sizes are provided in the drop-down list. You can also
select “Custom” and type-in specific dimensions.
Note: Dimensions are displayed on the right using your preferred measurement unit as set in
Choosing a Measurement Unit.
Note: When you open a report in a web browser, the page size doesn’t have any effect when
just viewing the report. Page size is only used to determine page layout for printing the reports
from web browsers or when opening in paper-based applications like Microsoft ® Word.
p.79
Note: Please note that the page size is not supported by all web browsers and applications, as
shown in the table below for major players:
Page size
support
Microsoft ® Word
Microsoft ®
Excel
Microsoft ®
Internet
Explorer
Google Chrome
Mozilla Firefox
Yes
No
No
Yes
No
So this means you may have to set the page layout manually in your application when you
want to print a report from Excel or Internet Explorer for example.
Font: lets you select the font (Arial, Verdana, etc.) and the point size of the text for product
listings in reports. The smaller the font, the more columns you can fit on a page.
Text Color: lets you specify the color of text for product listings in reports.
Back Color: sets the color of the page background for reports.
Border Color: lets you choose the color of borders for the tables containing product listings.
Resolution: this parameter defines the resolution in pixels per inch for all images in a report.
Several preset choices are available and you can also enter a custom value. The higher the
setting, the more detailed your images will be when you zoom in or when you print them. The
tradeoff of a higher resolution is a larger file size.
One page per bay:
•
Off: the report is laid out with one page for each image, and one page for each product
listing. The images are quite large and there is a good space for the product listing.
•
On: PlanogramBuilder makes a more compact layout, combining the images and
product listing of each bay on a single page. The images will be smaller. A landscape
format and a small number of columns is advised for this layout to fit on each page.
p.80
Report Views
You can include images of your planogram project in your reports. These images are different
from the ones published with Creating Pictures of your Project : here each image is taken from
the front of the bays and is automatically cropped and zoomed to fit nicely in the report.
The parameters below let you choose which views to include in your reports.
Project perspective: this view shows the whole planogram project viewed from the front with
a perspective effect.
Example of a Project perspective view
p.81
Bay(s) orthographic: a view of each bay as seen straight from the front is included in the
report.
Bay(s) perspective: a picture of each bay as seen from the front with a perspective effect is
included in the report.
Example of Bay orthographic
Example of Bay perspective
p.82
Bay(s) orthographic schematic: a schematic view of each bay as seen straight from the
front is included in the report. PlanogramBuilder uses the current values set in the settings for
Schematic View to determine the schematic style (product style, product caption, etc.).
Bay(s) perspective schematic: a schematic view of each bay as seen from the front with a
perspective effect is included in the report. PlanogramBuilder uses the current values set in
settings for the Schematic View to determine the schematic style (product style, product
caption, etc.).
Example of Bay orthographic schematic
Example of Bay perspective schematic
p.83
Report Columns
A report can contain the list of all the products used in a project. For each bay, a table is
created with the corresponding list of products. Items are sorted in the table from the top shelf
to the lowest shelf/row. For each row, products are listed from left to right.
You can decide which columns to display in your reports. Each column shows specific
information for each product, such as its brand, width, name or its EAN/SKU code. Many of
these properties are described in List of all Item Properties.
Note: the type of information available can vary depending on your PlanogramBuilder version.
Number: assigns a number from 1 to n to each product Reference. If a reference is shown in
multiple facings, the same number is reused.
Shelf/Row: when checked, a column shows on which shelf or row each product is.
Reference: check this to include each product Reference (typically SKU or EAN code).
Category, Brand, Product Line: these 3 columns correspond to the 3 customizable
classification properties as described in Columns to Classify Products & Shelf Tools. Their
names can therefore vary depending on the labels assigned to them.
Name: this column shows each product name.
Custom 1, Custom 2, Custom 3: these 3 columns correspond to the 3 customizable user
properties as described in Custom User Columns. Their names can therefore vary depending
on the labels assigned to them.
Facings: if checked, a column is created showing the number of products facings. This is the
number of times each product Reference is visible from the front of a bay. Note that multiple
p.84
occurrences of a given product are grouped on a single line (but only for adjacent products
when Shelf/Row is checked).
Unchecked, the number of facings is not shown. Product repeats are not grouped on one line.
Units per facing: the number of times each product is repeated in depth for each facing.
Capacity: shows the total quantity of each product on one line (= Facings x Units per facing).
Linear space [cm] / [in]: the width used by each product. This column also gives the total
linear space used by all products on each bay. The values are expressed in the measurement
unit selected in Choosing a Measurement Unit.
Linear space [%]: the width used by each product expressed in percentage of the total
space used by products on a given bay. This column always gives a total linear space of 100%,
corresponding to the space used by all products on the bay.
Facings area [cm2] / [in2]: the front area (width x height) used by each product. This
column also gives the total facings area used by all products on a bay. The values are
expressed in the measurement unit selected in Choosing a Measurement Unit.
Facings area [%]: the front area (width x height) used by each product expressed in
percentage of the total area used by all products on a given bay. This column always gives a
total area of 100%, corresponding to the area used by all products on the bay.
Volume used [cm3] / [in3]: the volume (width x height x depth) used by each product. This
column also gives the total volume used by all products on a bay. The values are expressed in
the measurement unit selected in Choosing a Measurement Unit.
Volume used [%]: the volume (width x height x depth) used by each product expressed in
percentage of the total volume used by all products on a given bay. This column always gives
a total volume of 100%, corresponding to the volume used by all products on the bay.
Note: Linear space, Facings area and volume used are computed based on the actual
space taken by the products overall dimensions. They don’t count the empty space on shelves.
The 5 columns described below let you to publish sales information in your report.
Note: These columns can only be checked if you have supplied sales figures using the
Profitability Study task. Please see Importing Sales Figures for details on how to do this.
Unit wholesale price: the buying price of each product facing.
Unit retail price: the retail price of each product facing.
Wholesale value: this is the value of Unit wholesale price x Units per facing (see above
for definitions). The sub-totals per shelf/row and the total value are also shown for each bay.
Retail value: this is the value of Unit retail price x Units per facing (see above for
definitions). The sub-totals per shelf/row and the total value are also shown for each bay.
Retail margin [%]: for each item, this will show the difference between wholesale and retail
prices expressed as a percentage.
p.85
Example of a product table listing in a report
p.86
Assigned Products Report
It is also possible to generate a report that outputs a synthesis listing of all the products used
in a series of several projects.
This type of report makes it easy to spot which products have been placed on shelves and
which are unused within a group of projects that are logically linked. Typically, you may have
created several projects for each category of products for a single store. This report will let you
obtain overall statistics for this given store.
Procedure
1. Define which projects to include in the report: go to Settings > Projects > Filenames
pattern. All project names matching the string and wildcard entered in the text field will
be included in the report. For example, if you type “JÄT*” in the edit box, the report will
include statistics for all projects names starting with “JÄT”.
2. Generate the report: right-click on the 3D area and click on Assigned Products Report.
All matching projects are loaded sequentially.
3. Save the report: after each project has been loaded, you will be asked to type a filename
for the report.
4. The saved report displays a list of all products currently in PlanogramBuilder. Each product
is listed with its reference and the number of times it is used in the selected projects
(number of facings). The report can be loaded and sorted by facings to spot the unused
products (in Excel for example).
p.87
Profitability Study
Click on the Profits tab to activate the Profitability Study task.
The goal of the Profitability Study is to display in real-time (i.e. updated continuously when
building a planogram) key performance metrics based on real world market data.
This enables you to compare sales evolution between successive planogram projects for a
given retailer for example.
Importing Sales Figures
In order to calculate and display profitability, PlanogramBuilder needs to import the sales
figures that you typically obtain as spreadsheets from retail channels on a regular basis.
Your sales figure must be in the form of a table and saved as tab-delimited *.txt file. You must
include sales figures for each item referenced in your current project, otherwise the
calculation results will be wrong. Each line of the table should contain the following columns in
any order:
•
Reference (SKU). The unique references must correspond exactly to the products in the
database, otherwise, sales data cannot be associated to the products.
•
Wholesale Price
•
Retail price
•
Quantity sold (ex: the number of items sold per month). Note: If you don’t supply this
column, PlanogramBuilder will be able to calculate On shelf value but not Sales forecast.
Note: If you have additional columns, they will just be ignored (like ‘BRAND’, ‘PRODUCT LINE’
and ‘NAME’ for example).
p.88
Since data coming from real stores typically vary a lot in formatting, PlanogramBuilder
provides flexibility to map your source file columns correctly before importing the data.
As in the above image, please type in the letters of the respective columns to match your
spreadsheet figures. You can also optionally enter a currency symbol in the last field.
Then click Browse... and select your *.txt file containing your sales figure.
Displaying Performance Results
You can now click on the Display Performance Metrics checkbox to see the results.
Whenever this option is active a special window (as shown below) is displayed above the 3D
view. Note: just uncheck it to disable the Display of Performance Data.
The following figures are displayed based on actual product pricing and periodic sales volume:
Sales forecast
This row shows the potential sales for the products you have included in your project,
calculated based on your imported pricing and sales figures.
Retail value shows the total sales in your currency, also called the revenue or turnover.
+
+
=
Product 1 retail price
…
Product n retail price
Retail value
*
*
quantity sold
quantity sold
*
quantity sold
p.89
Wholesale value shows the total sales in your currency at wholesale price.
+
+
+
=
Product 1 wholesale price
...
Product n wholesale price
Wholesale value
*
*
quantity sold
quantity sold
*
quantity sold
Markup shows the difference between the retail value and the wholesale value.
=
Retail value
Wholesale value
Markup
Markup % shows the ratio between markup and wholesale value, expressed in percentage.
/
=
Markup
Wholesale value
Markup %
Retail margin shows the ratio between markup and retail value, expressed in percentage.
/
=
Markup
Retail value
Retail margin
On shelf value
This row shows the actual value of the products you have placed in your planogram project (on
shelf stock value), calculated based on your imported pricing figures.
If a product is duplicated in depth or with multiple facings, it will be counted multiple times in
these calculations.
Retail value shows the total retail value for all products in your project.
+
+
+
=
…
Product n retail price
Retail value
*
*
quantity on shelf
quantity on shelf
*
quantity on shelf
Wholesale value shows the total wholesale value for all products in your project.
+
+
+
=
…
Product n wholesale price
Wholesale value
*
*
quantity on shelf
quantity on shelf
*
quantity on shelf
On shelf values for Markup, Markup % and Retail margin use the same formulas as
explained in the Sales forecast section above.
p.90
Assortment Analysis
Click on the Assortment tab to activate the Assortment Analysis task.
The Assortment Analysis task includes special features to help you analyze your sales results
and determine which products are most profitable, in the form of a Pareto analysis.
The result of the analysis can be exported as a spreadsheet compatible with Microsoft ® Excel,
but is also possible to fill empty bays with the best-selling products, which can serve as a basis
for a new planogram layout.
In order to perform an assortment analysis, PlanogramBuilder needs to import the sales
figures that you typically obtain from your retail channels on a regular basis.
Unlike the Profitability Study, the Assortment Analysis does not depend on your current
planogram project. This means that you can analyze any sales figures containing any products,
even those which are not part of PlanogramBuilder database.
The workflow to perform an assortment analysis is the following:
1. Obtain the desired input sales figures from your retail channels
2. Configure PlanogramBuilder to match your spreadsheet columns
3. Define the analysis options in PlanogramBuilder
4. Launch the analysis and get the results
Assortment Analysis Input
Your sales figures must be in a table saved as tab-delimited *.txt file. You must include
sales figures for each item listed in your table; otherwise the calculation results will be wrong.
The table must include one line per product and at least the following columns in any order:
•
Reference
•
Brand
•
Category
•
Description (typically the name of the product)
•
Quantity (typically quantities sold per month for each item)
•
Unit Price
•
Value (=Quantity x Unit Price). If Value is used, no need for Quantity nor Unit Price
Columns for product dimensions are only necessary if you want to generate a planogram
automatically from your sales figures:
•
Width
•
Depth
•
Height
p.91
If there are additional columns, they will just be ignored.
Here is an example of a compatible spreadsheet:
We have tried to make this feature as flexible as possible to accommodate for the slightly
different formats which you may be receiving your sales statistics in. This is why you can
configure PlanogramBuilder to match your sales input file:
1. First, select which Type of sales figures you have available: Value or Quantity & Unit
price depending on what figures you have.
2. Then, specify for each information the corresponding column in your input spreadsheet. In
the example above for example, type A for the Reference column, F for the Unit price
column, etc.
Tip: You will probably configure these columns only once since you usually receive your sales
figures always in the same format.
p.92
Assortment Analysis Output
There are a number of options to configure the analysis calculation and its output format:
Group by:
•
SKU will perform the analysis at the SKU level to show the most valuable products.
•
Brand will perform the analysis at the brand level to determine the best selling brands.
The detail of each product will be disregarded.
Order by:
•
Value will sort the brands or products by revenue. The brand or product with the highest
revenue will be placed at the top of the report.
•
Volume will sort brands or products by quantity of items sold, not taking into account the
value of each item.
Best sellers lets you specify a percentage threshold representing the best selling products /
brands, which will be highlighted in green, while the rest will be in red. For example, you can
see how many products make up 80% of the revenue, to verify the 80/20 Pareto principle.
Create planogram will fill empty PlanogramBuilder bays with all the products lying within the
above Best sellers percentage. The products will then automatically be placed on the shelves
and organized from left to right and top to bottom, starting with the highest ranked product.
There are two prerequisites for this to work:
•
You must create a new project with enough empty bays to leave space for the products
•
For each product which is not present in PlanogramBuilder database, your input
spreadsheet must contain the dimensions (width, depth, height)
Save analysis file(s) will tell PlanogramBuilder to generate detailed reports of the analysis,
saved as HTML tables. You can open them in your web browser, or in Microsoft ® Excel for
example, where you can also further edit and format the data.
•
One report is created for the whole set of products
•
Additional reports are created for each category of products
Sample analysis report
p.93
Save summary report generates a short summary of the analysis in text format (*.txt). Here
is an example:
Launching the Assortment Analysis
Once all your options are configured, you can launch an analysis:
1. Right-click in the 3D zone to access the context menu
2. Select Assortment Analysis at the bottom of the menu
3. An Open file dialog opens. Browse for your sales figure input file and click Open
•
If you have chosen Create planogram, and you have empty bays with enough available
space, your bays will fill-up with the products from your sales figures.
•
If you have chosen Save analysis file(s) or Save summary report, a new dialog will
open entitled Save Analysis As. Browse for the folder where you want to save the report(s)
and type a file name. The reports will be generated and saved in that location.
p.94
Tips and Tricks
If you often work with PlanogramBuilder you will find some valuable tips in this section. For
example, if you learn the keyboard shortcuts for the features you use the most, using the
program will be more fun and you will be more productive.
Web Browser in Full Screen
When you are using PlanogramBuilder, you can gain valuable screen space by switching your
browser to its Full Screen mode.
To toggle Full Screen in Microsoft ® Internet Explorer™ or in Mozilla Firefox, press the F11
keyboard key.
•
This will hide all your Web Browser toolbars and buttons, which don't serve any purpose
within PlanogramBuilder.
•
If you have a small screen like on a small laptop, the lower part of PlanogramBuilder may
sometimes be partially hidden. Full Screen may fix this problem in this case.
Mouse Tips
Left button
double-click
Fully selects the content of an edit box. For example, to change the text for
the title of the application (see Defining the Title of the Application), doubleclick in the edit box, then type immediately the new value.
Right button
click
Opens a context menu. Such menus are available when the mouse cursor is
on top of an edit box or inside the 3D Work Area.
Multi drop: allows dropping more than one element in a single drag & drop
operation (see Placing Products and Shelf Tools on Shelves)
p.95
Keyboard Shortcuts
KEYS
EFFECT
B
Selects the Edit tool for bays (see Moving Bays).
C
Temporarily disables collision detection (Moving Products and Shelf Tools).
E
Selects the Stereo Effect Strength tool (see Stereo Vision).
F
Selects the Field of View tool. (see Field of View).
G
Launch the Add Generic Product command (see Adding Generic Products).
H
Toggles the Orthographic View mode (see Orthographic View).
I
Selects the Edit tool for products (see Moving Products and Shelf Tools).
L
Toggles the Locked Shelf Tools value for the selected bay (see Locking
Shelf Tools on Bays).
O
Selects the Orbit tool (see Orbit).
P
Selects the Pan tool (see Pan).
S
Selects the Edit tool for shelves and other by elements (see Editing Bay
Elements).
V
Toggles the Schematic View mode (see Schematic View).
W
Selects the Walk tool (see Walk).
Z
Selects the Zoom tool (see Zoom).
Ctrl
Allows duplicating easily items with the Edit Item tool (see Moving Products
and Shelf Tools). Press Ctrl before clicking on the item and it will be
duplicated when you start moving it.
Ctrl + C
Copies values from edit boxes.
Ctrl + V
Pastes values to edit boxes.
Ctrl + Z
Reverses one or several operations (see Undoing your Changes).
Also cancels changes in edit boxes.
Ctrl + y
Re-applies operations that were canceled by the Undo command. (see
Redoing your changes).
Delete
Deletes the selected item (see Deleting Objects).
Enter
General: Confirms changes in edit boxes. For example, after typing a shelf
dimension, (see Generic Parameters), press Enter to apply the new value.
Database Editor: Edits the selected row when not in Row Edit Mode.
Updates the current row if currently editing the row.
p.96
KEYS
Esc
EFFECT
General: Exits the Full Screen mode.
Database Editor: Cancels editing of the current row.
Left arrow
Rotates a product 90° to the left (see Rotating Products on Shelves).
Right arrow
Rotates a product 90° to the right (see Rotating Products on Shelves).
Up arrow
Database Editor: Moves the focus to the row above the current one.
Down arrow
Database Editor: Moves the focus to the row below the current one.
Space
Increases the precision of the mouse for all tools, like Edit (see Moving
Products and Shelf Tools), Zoom (see Zoom), etc. Pressing the space bar
temporarily “slows down” the mouse; this lets you achieve a better precision.
Shift + drag
a product from
the catalog
Puts a product on a peg when adding it to the project (otherwise the default
behavior for new products is to be placed resting on a shelf.)
Shift + drag
while moving
product(s) on
a bay
Minus (-) on
numpad
Plus (+) on
numpad
Inverts the selected product(s) placement mode (pegged or standard).
See Moving Products and Shelf Tools for details.
For a product selected in a planogram, decreases by increments of 1 the
number of times the product is repeated along the depth of the shelf / peg.
Note: There is at least one product left (see Viewing and Editing Item
Information).
For a product selected in a planogram, increases by increments of 1 the
number of times the product is repeated along the depth of the shelf / peg.
Note: Once the product has been placed as many times as possible in the
available depth, the value is reset to “auto” (see Viewing and Editing Item
Information).
p.97
Troubleshooting
This section contains explanations and workarounds for bugs and known issues.
PlanogramBuilder with Internet Explorer
Problem: I cannot change the color of a bay or the 3D area background color,
because the color picker / color palette does not appear.
Problem: I cannot export reports and images, because after saving a file from
PlanogramBuilder, I cannot find the saved file: the file is not there at all.
Explanation: Internet Explorer™ sometimes prevents dialog box windows such as the color
picker from opening when it is in Protected Mode. It also prevents from saving files: although
the save dialog is functional, files are not saved.
Solution 1: Add PlanogramBuilder to your Trusted Sites in Internet Explorer™:
1. Log-in to PlanogramBuilder
2. Open Internet Explorer Tools > Option > Security tab
3. Click on Trusted Sites
4. Click on Sites, you will see the following window
p.98
5. Uncheck Require server verification (https:) for all sites of this zone
6. Click Add to add PlanogramBuilder to your list of trusted sites
7. Close the settings and restart Internet Explorer
Or, solution 2: Deactivate Protected Mode in Internet Explorer ™:
1. Open Internet Explorer™ Tools > Option > Security tab
2. Uncheck Enable Protected Mode, click OK and restart Internet Explorer ™
p.99
Problem: I cannot type my username and password at the PlanogramBuilder login.
Explanation: There is an Internet Explorer 9™ bug which sometimes prevents users from
typing text in text boxes.
Solution: You will have to close all Internet Explorer™ Windows and restart Internet
Explorer™. The text boxes will work again.
Problem: Internet Explorer crashes when I try to open some planogram projects.
Explanation: Internet Explorer sometimes tries to load the project from its cache.
Solution: You will have to empty Internet Explorer cache (temporary Internet files). Deleting
temporary Internet files is done by accessing Tools > Internet Options from the Internet
Explorer menu. After emptying the cache, you will be able to load your projects without
crashing.
p.100
PlanogramBuilder with Firefox
Tip: Internet Explorer™ is the recommended Web Browser to use with PlanogramBuilder.
However if you use Firefox, there are some known issues and solutions listed below.
Problem: After I log-in to PlanogramBuilder, I only see an empty page.
Explanation: This issue is currently under investigation.
Solution: Until we find the cause of this problem, we suggest to close Firefox and restart it,
then try to log-in again to PlanogramBuilder. It may take several retries to access
PlanogramBuilder.
Problem: I receive a message from Firefox : Warning: Unresponsive Script
Explanation: This is a known issue with Firefox, which by default prevents scripts from
running more than 10 seconds. Consequently if a File Save or File Open dialog box is opened
for longer than 10 seconds in PlanogramBuilder, you will receive this message.
Solution: Increase the maximum time allocated to scripts in Firefox:
1. Click Stop script and restart Firefox.
2. In the Firefox Address Bar, type: about:config and press the Enter key. You will see this
message:
3. Click on the button: I'll be careful, I promise! You will see the configuration window.
p.101
4. In the Filter text box, type : dom.max_script_run_time
5. Then double-click on the Preference Name entitled dom.max_script_run_time
6. Enter a value corresponding to the number of seconds you actually need to browse and
select a file. For example, entering 60 will give you one minute to browse for a file before
you get the Firefox warning message.
7. Click OK, close Firefox and restart it to log-in to PlanogramBuilder.
p.102
Database Editor
Problem: I've tried to upload an image of a product, but the preview shows a white
object (or it still shows the old picture).
Explanation: Your Web browser maintains images and 3D files in its cache (temporary
Internet Files). Sometimes, it may continue to display the old product in PlanogramBuilder
until you empty the cache completely.
Solution 1: please do the following:
•
Click on the selected product row to refresh the 3D preview.
Solution 2: If solution 1 fails, please do the following:
1. Empty your web browser cache (delete all temporary Internet files).
2. Close all your web browser windows, restart the web browser and log-in to
PlanogramBuilder again.
p.103

PlanogramBuilder User Guide

Transcription

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