Copy planogram

In this article, we will review how to copy a planogram to other store plans: how to choose the copy type, configure layout expansion and check the results.

Содержание

How to copy a planogram
Standard copying
Copy with expansion
Copy results

How to copy a planogram

A planogram can be copied:

1. In the "Planograms" block:

• Thumbnail mode — hover over the planogram card and click "Copy planogram";
• List mode — hover over the planogram row, click "More options" → "Copy".

2. In edit mode — click "Copy planogram" on the top toolbar:

To copy a planogram:

1. In the "Copy planograms" modal window, mark the planograms to copy to;

To quickly find the required planogram, use the search by name or filter by store plan.

To filter the planogram list by store formats and groups: click "Filters" in the top right corner → mark the required parameters → click "Apply":

2. To filter the planogram list by store formats and groups: click "Filters" in the top right corner → mark the required parameters → click "Apply":

3. Select the copy type: Copy / Copy with expansion.

Standard copying

If the equipment in the stores is identical or has similar dimensions, use standard copying. In this case, the products from the planogram will be copied without changes.

To perform standard copying, click "Copy". The products from the planogram will be copied with all layout parameters preserved: the number of facings, display height and depth, product positions, and orientation.

Copy with expansion

Use this type if the equipment in stores differs in size from the original. The system will automatically recalculate the number of facings, display depth and height for each product so that it fills the entire space of the new equipment.

After selecting the equipment, click "Copy with expansion" — a window for selecting the copy algorithm will open.

Three algorithms are available:

• Sales qty — automatically expands or narrows the product layout proportionally to their sales for the selected period. Products that sell better receive more shelf space;
• Stock qty — automatically expands or narrows the product layout proportionally to average stock levels for the selected period. Products with higher stock receive more shelf space;
• Linear metres — automatically expands or narrows the product layout proportionally to the space they occupy on the current equipment. Suitable when you need to preserve the relative layout proportions regardless of sales data.

Copy results

When copying is complete, a message with the layout results will appear.

Click "View" — a notification panel will open with a list of plans and planograms to which the layout was copied. To see the status of a specific planogram, expand the corresponding row by clicking the arrow.

Possible statuses:

• "Planogram copied successfully, no errors found." — all products were placed on the equipment correctly;
• "After copying, errors were found on this planogram, please check the planogram." — after copying, there are products that go beyond the equipment boundaries. Go to this planogram and check the layout.

Updated on: 24/07/2026