How to create equipment in the editor

The equipment editor makes it possible to create models of racks, refrigerators, showcases, and other types of equipment with specified dimensions and color. 

In this article, we will cover how to create new equipment in the editor, set up its elements, and save the result.

Contents

How to create equipment
Working in the editor
Setting up element parameters
"Information about equipment" panel
Bottom toolbar

How to create equipment

Go to the "Equipment" block by clicking the corresponding button on the top navigation bar of the service. 

Here you can: 

• Create new equipment;
• Uploading equipment from an Excel file — read more in the article;
• Use a template — read more in the article;
• View saved equipment created by a user earlier.

At the top of the page, you can find: 

• View mode — switch between thumbnails and a list;
• Search — by equipment name;
• Filters — sort equipment by Type, Producer, or Usage status.

The following actions are available for each piece of equipment:

• Copy;
• Set up — opens a window where you can change the equipment Name, Producer, Code, and Type;
• Remove.

To create new equipment: 

1. Click "+ Create equipment" on the top bar;
2. In the "New equipment creating" modal window, specify:
3. • Equipment name *;
   • Producer;
   • Equipment code;
   • Equipment type *.
3. Click "Create" — the equipment editor will open.

Working in the editor

The main part of the editor page is the workspace, where elements are dragged to form a 2D model of the equipment.  

On the left, there is an elements panel divided into four groups: 

• Bases: Rectangle, Trapezium;
• Walls and support: Back wall, Side walls, Central upright, Perforated wall, Hooks wall, Showcase;
• Equipment elements: Shelf, Angle shelf, Hangbar, Hook, Hooks panel, Perforation;
• Merchandising organization: Partition, Box, Beveled box.

To create equipment, press and hold the required base (Rectangle or Trapezium) with the left mouse button and drag it to the workspace. After that, add other elements gradually: the availability of each next element depends on those already placed.  

For example, after the base, add the back wall, and then shelves and boxes.

Setting up element parameters

The editor has 17 equipment elements, and each has its own placement and setup features. The table below shows, for each element, what it can be placed on, which elements can be placed on it, and which settings blocks are available. To view detailed information about setting up an element, click its name.

As an example, we will look at setting up the Rectangle base

To set up the element parameters, select it and click "Set up" on the toolbar. The "Rectangular base configurations" panel will open. It consists of three blocks:

1. General settings — allow you to set up the physical parameters so that the model matches the real store equipment as accurately as possible:
2. • Parameters and color:
   • • Width, Height, Depth — the dimensions of the rectangular base, specified in meters; 
     • Color — applies to the entire element. Select the required shade on the palette or enter a color value in HEX format, a six-digit code in #RRGGBB format, where RR, GG, and BB are the red, green, and blue values respectively, from 00 to FF. For example, #FF5733 is orange.
   • Base State:
   • • Active;
     • Inactive — the element is not displayed in the planogram configuration and is not included in reports.
   • Barrier — select one of the options to reproduce the equipment in the store more accurately:
   • • Do not display;
     • Solid — a barrier along the perimeter of the base. The height and color can be adjusted if needed;
     • Transparent — displayed as a dashed line in 2D and as a transparent barrier in 3D along the perimeter of the base. The height can be adjusted if needed;
     • Mesh — a barrier made of horizontal crossbars and vertical posts along the perimeter of the base. The height and color can be adjusted if needed.
   • Preview — displays the base model with the specified parameters as two thumbnails: top view and front view. If a barrier is selected, it is displayed on the thumbnail, and the specified height includes it.

2. Base rounding — turn on the "Round the base" toggle and set the rounding on the left and right (0–50%). The thumbnail on the right shows the base shape with the current rounding values

3. Branding — turn on the "Display branding" toggle to upload an image or logo and place it on the equipment element for personalization.

Drag the image to the highlighted area or select a file from your computer.

Read more about branding in the article.

"Information about equipment" panel

The "Information about equipment" panel allows you to quickly view the main equipment data, its components and the planograms where it is used.

To open the panel, click "Information about equipment" on the right side of the page:

The panel consists of three blocks:

1. General information

The block displays the following fields:

• Equipment name *;
• Equipment code;
• Producer;
• Equipment type * — if you select "Create a new equipment type", an additional field "Enter equipment type" will appear;
• Height, m;
• Width, m;
• Depth, m.

The fields "Equipment name", "Equipment code", "Producer" and "Equipment type" can be edited → Click "Apply" to save changes.

2. Components

The "Components" block contains a list of equipment elements and their quantity: shelves, hooks, hangbar, drawers, etc. The block is informational — editing through this panel is not available.

3. Planograms

The "Planograms" block displays a list of planograms where this equipment is used and the store plans where they are placed.

Hovering over the name displays a planogram thumbnail. To open it — click on the name.

Bottom toolbar

In the lower right corner of the workspace, there is a toolbar that helps control how it is displayed:

1. 3D model — click to view the equipment in a three-dimensional view;
2. Display equipment dimensions — click to view the overall dimensions and the distances between equipment elements;
3. Display equipment back/front side — click to view the back/front side. Available only if the equipment has the "Central upright" element.
4. Zoom (+-) — click to zoom the workspace in or out in 20% steps.

Ctrl + / Ctrl − (Windows) or Command + / Command − (macOS).
Other available keyboard shortcuts:
Ctrl + Z (Windows) / Command + Z (macOS) — undo last action;
Ctrl + Shift + Z (Windows) / Command + Shift + Z (macOS) — redo undone action;
Ctrl + C (Windows) / Command + C (macOS) — copy selected element;
Ctrl + V (Windows) / Command + V (macOS) — paste copied element.

Updated on: 08/10/2026