Placement of equipment on the plan

Equipment and store elements allow you to accurately reproduce the sales floor on the plan: place the basic equipment and other store elements such as cash registers, carts, entrances and exits, and others. Correct placement of these elements is necessary for generating the "Visitor traffic" report.

In this article, we will review how to place basic equipment and store elements on the plan, configure its parameters, link checkouts, and add labels to the plan.

Contents

How to place basic equipment on the plan
How to place store elements on the plan
How to link a cash register
How to add a label to the plan

How to place basic equipment on the plan

To add previously created equipment to the plan: 

1. Click "Basic equipment" on the left toolbar:

2. Select the required equipment from the list and drag it onto the workspace — it will be placed on the plan as a planogram. 

Read more about creating equipment in the article. 

To avoid scrolling through the entire list, enter the equipment name in the search field or use filters by equipment type or producer. 

The front side of the planogram on the workspace is marked with two lines. To rotate it and position it at the required angle, hold the circle in the lower-right corner and drag it. 

Select the planogram to open the toolbar. Here you can go to planogram editing, change its settings, create a copy, or remove it. 

For planograms merged into a group, you can also go to editing the entire group and its settings.
Read more about planograms merged into a group in the article.

To change the equipment parameters, select it on the plan and click "Set up" on the toolbar.

The following blocks are available in the settings:

• General settings — to change the name, number, and type of the planogram. If the planogram type is changed from "Basic" to "Additional", it will be displayed on the plan with a dashed border, allowing you to visually separate it from the main planograms. If needed, planograms can be excluded from the "Analysis of laid out products" report calculation. Read more in the article;
• "Personalization" — to change the font size, text color, frame color, rotation angle, and background color;
• "Categories" — allows you to assign a category to the planogram, by which it can later be found using filters, for example in the "Planograms" block.

Mass planogram settings allow you to simultaneously change the parameters of several planograms. For example, you can select all planograms of a certain category on the plan and change the name, number, planogram type, border and background color, font size, or merge them into a group in one setting. 

To do this, select the required planograms while holding Ctrl (Windows) / Command (macOS), and click "Set up". If the selected planograms have different parameters, "-" will be displayed in the corresponding field. Set the required value and click "Apply". 

To show or hide the planogram number on the store plan, enable or disable the "Display planogram number" toggle. 

How to place store elements on the plan

To do this: 

1. Click "Store elements" on the left toolbar:

2. Select the required element and drag it onto the workspace:
3. • Cash register;
   • Cart;
   • Shop terminal;
   • Weigher;
   • Entrance;
   • Exit;
   • Text;
   • Door;
   • Window.

To rotate the equipment, drag the white circle in the lower-right corner and set the required angle.

To configure the width, length, and rotation angle, select the additional equipment on the plan and click "Set up" on the toolbar.

How to link a cash register 

After placing cash registers on the store plan, link them to the corresponding cash registers on the service. 

To link a checkout, select it on the plan and click "Set up" on the toolbar. In the "Linking to existing cash register" block, select the checkout to link to. 

How to add a label to the plan

If you need to mark a specific zone, object, or other location in the sales floor to make it easier to navigate when working with the plan, click "Store elements" on the left toolbar and drag "Text" onto the workspace.

To change the text or its formatting, select the text and click "Set up" on the toolbar.

In the settings, you can change the text, font size, rotation angle, and text color.

Updated on: 07/09/2026