Master position

A master position (hereinafter MP) is a feature that allows grouping products into one position by category, brand, or a desired characteristic: color, size, or packaging. This approach makes it possible to unify the assortment, speed up the layout process, and ensure a consistent logic for working with products on a planogram. 


For example, clothing of different sizes or colors, products of different flavors or packaging variants can be combined into one MP and managed as a single position on the planogram. Products within one MP are interchangeable: if one of them is out of stock, the store manager knows which product can be placed in its spot.


In this article, we will review how to create and configure an MP, add products to it, and place it on a planogram. 



Contents

How to create a master position
How to configure a master position
How to lay out a master position on a planogram
Master position display in the planogram complectation
Master position display in the "Tasks" block
Master position display in analytics



How to create a master position

To create a master position: 

  1. In the "Products" block, click "Create master position" on the top toolbar; 
  2. Select the products to add to the MP:
  • In thumbnail mode — click the product card;
  • In list mode — place a checkmark next to the product name.
  1. Click "Set up master position". The MP card will be created and its settings will open. 


Important! One master position can contain up to 1000 products. One product can be included in several master positions, but master positions cannot be added to each other.


To identify an MP among other products, a special label is displayed next to their name:



On planograms, the MP is highlighted with a dashed line:




How to configure a master position

The panel consists of four tabs: 

  • Master position information — main data and MP parameters;
  • List of products — a list of products included in the MP, as well as the ability to add and remove products and configure their priority;
  • Layout — a list of planograms on which the MP is placed;
  • History of changes — information about changes made to the MP.


Important! If you do not have product editing rights, the master position is available for viewing only. 


Master position information

This tab provides viewing and configuration of the main MP parameters:

  • Name *;
  • Article * — generated automatically. If needed, enter a value manually or generate a new article by clicking the corresponding button:



Important! If the entered article already exists in the assortment, the system displays a warning, but it can be duplicated if needed.


  • Barcode, Brand, Category, and Properties — displayed based on the products added to the MP; 
  • Type (packaged / weight);
  • Description — with text copy option; 
  • Image — upload from computer only. Read more in the article;
  • Physical parameters — the value 0.16; 0.08; 0.08 is set automatically;
  • Compression parameters — read more about product compression in the article;
  • Packing parameters — read more about packing in the article. 


To save the changes, click "Apply".


List of products

Two blocks are available here:

  1. Selected products — a table with the list of products included in the MP.


The toolbar provides search by product name, article, and barcode, as well as:



Note! During upload, the system automatically adds new products, does not duplicate existing ones, skips products not in the assortment, and reports file errors.


  • To download the current product list from the MP, click:



  • To remove all products, click:



  • To delete one product, hover over the corresponding row and click "Remove product".


To set a product priority, enter its sequence number in the field under the flag in the far-left column. Products with a higher priority will be laid out first in the store.


To save the changes, click "Apply".


  1. Product choice — a table with the list of products that can be added to the MP.


The toolbar provides search by product name, article, and barcode, as well as:

  • To filter products by categories, brands, and properties, click:



  • To add all products to the MP, click:


 


  • To add one product, click "+" to the left of its name.


Layout

A table with all planograms and store plans on which the MP is placed is displayed here. 


For each planogram, you can view the main layout information: planogram name, store plan, supplier, price, parameters, product stock, stock qty, and linear meters of layout.


Note! The price displays the average price of all products included in the MP, and the remainders quantity — their sum.


The following tools are available for convenient table work:

  • Search — by planogram name and store plan;
  • Download — save the table in .xlsx format;
  • Customize columns — select the metrics to be displayed in the table to focus only on the required data.


To go to the planogram editing mode, click its name. If you do not have editing access, the planogram will open in viewing mode.


History of changes

Here you can view what changes were made to the master position, when, and from which source. 


To view the details of a change, hover over the row and click it. The expanded row displays the parameters before and after the change, and the "Restore parameters" button is located on the right. Click it to restore the parameters of that change.


Important! Changes made to the product list cannot be restored.



How to lay out a master position on a planogram

To form the MP list for layout, click the "Add products" button in the "Products" panel.


To find a product, use the search field by name, article, or barcode. Or filter by:

  1. Format:
  • Products;
  • Master positions.
  1. Assortment:
  • Hide products that are part of master positions;
  • Hide products that are part of the master positions on this planogram.


To lay out an MP on the planogram, hold it with the left mouse button in the list and drag it onto the equipment.


By default, MPs are included in the layout when applying autoplacement, layout rules, and master rules. 


If needed, this option can be disabled using the "Include master positions in layout" toggle.
Read more about autoplacement in the article.



Master position display in the planogram complectation

To download the complectation:

  1. Open the planogram in viewing mode; 
  2. Click "Download complectation" on the top toolbar.


The "Add master position product list" checkbox is available in the download settings.


When the checkbox is enabled (default setting):

  • In .pdf format, a separate table with information about each product included in the MP is displayed at the end of the document;
  • In .xls format, the MP row expands and information about each product included in the MP is displayed.


When the checkbox is disabled:

  • In .pdf and .xls formats, instead of detailed product information, a list of barcodes and brands included in the MP is displayed.



Master position display in the "Tasks" block

  • Products for lay out — the MP is displayed if all products in the MP are new, active, and not laid out;
  • Products to remove — displayed if all products in the MP are inactive and the MP itself is already laid out;
  • Product holes — displayed if all products in the MP are out of stock but are on the planogram;
  • Out-of-stock — displays the total stock of all products in the MP if it is less than the daily sales quantity;
  • Not laid out products — displayed if at least one product is in stock but not laid out on the planogram.



Master position display in analytics

Analytics for the MP is available in the planogram viewing mode. Metrics are calculated based on the sum of values of all products included in the MP. 


For example:
Sales qty = sum of sales qty of all products included in the MP;
Share of sales qty of planogram = (Sum of sales qty of products included in the MP * 100) / Sum of sales qty of all products on the planogram.


The price in the "Products" and "Product selection" panels when editing a planogram is displayed as a range from the lowest to the highest among the MP products (for example, 1–10). 


In reports and other analytics sections: Shelf stock analysis, Discrete/Continuous Distribution, Quadrant analysis, Quadrant analysis — the average price of the MP products for the selected period is displayed.

Updated on: 25/09/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!