Schedule a planogram for execution

In this article, we will look at the benefits of scheduled sending, how to configure it, where to view scheduled planograms, and how reminders work.

Content

Benefits of scheduled sending
How to configure sending
Where to view planograms scheduled for sending
How scheduled sending works
Notifications about scheduled sending

Benefits of scheduled sending

Scheduled sending of planograms helps ensure the timely transfer of up-to-date displays between the office and stores. This is especially useful during seasonal changes, promotional launches, and new store openings.

The functionality allows you to:

• Schedule several versions of one planogram for different days in advance. For example, a version with promotional products can arrive at the start of a promotion and the regular version on the day after it ends. Each version arrives at the store on its own day and replaces the previous one in execution;
• Automate the process of transferring the actual layout in the morning on the planned day;
• Maintain order in the planning of stores;
• Avoid mistakes related to premature or late sending of the planogram for execution;
• Monitor the status of current and planned planograms.

This helps focus on strategic planning and ensures timely task execution in stores.

How to configure sending 

There are two ways to schedule sending:

1. On the "Sending planograms" page. Open it from the "Planograms" block, the planogram edit mode, or the store plan. Read more in the article.

To schedule sending, click the "Sending date" field and select the required date in the calendar, or use one of the preset options: "Tomorrow", "In 2 days", "In a week", "In a month". If necessary, specify the execution deadline, change the store manager, turn on the time tracker, and add a comment.

Please note:

• The "Send now" value is set automatically. In this case, the planogram will be sent after you click "Send";
• Only the current date and later dates are available for selection;
• Scheduled planograms are sent on the morning of the scheduled day.

To set the sending date for all planograms at once, click "Schedule sending" on the top panel:

After that, the "Set sending date" window will open with a date selection field and the "Update sending date for planograms with exesting schedules" toggle. 

If sending is scheduled for a planogram, a corresponding icon is displayed next to its name:

Hover over it to view the store plan where the planogram is placed and the scheduled sending date.

2. In the "Control" block, for planograms with the "Not sent" status.

To go to them, use one of the following methods:

• Via the status card: click the arrow in the upper right corner of the "Not sent" card;
• Via table: click the arrow at the end of the row of the required store plan or planogram.

To schedule sending, select the required planograms. Then, in the "Sending date" field, select the required date in the calendar or use one of the preset options: "Tomorrow", "In 2 days", "In a week", "In a month". If necessary, specify the execution deadline, change the store manager, turn on the time tracker, and add a comment. Click “Schedule” to complete scheduling.

Where to view planograms scheduled for sending 

All scheduled sendings are collected on the "Scheduled for sending" page. You can open it in two ways:

1. Via the "Control" block: click "Scheduled for sending" on the toolbar;
2. Via the "Tasks" block: click "View details" in the "Scheduled sending" block.

This page contains planograms and their versions that are scheduled for sending.

To quickly find the planograms you need, use:

1. Sorting — sort planograms:
2. • Send date: nearest first — set automatically;
   • Send date: farthest first;
   • Planning date: newest first;
   • Planning date: oldest first.
2. Search — to get a more precise result, click "Search settings" and select a search parameter:
3. • Search by planogram name;
   • Search by plan name.
3. Filters:
4. • As of date — select a date to view the planograms that were scheduled for sending as of that day;
   • Show only my planograms — turn on to view only the planograms that you created, edited, scheduled for sending, or sent for execution;
   • Categories;
   • Brands;
   • Store formats;
   • Store groups;
   • Shops;
   • Execution deadline — select which planograms to display:
   • • Overdue;
     • On time;
     • No deadline.

The panel on the right displays the number of planograms, schedules, and store plans, taking into account search and filters, as well as the date as of which the list is generated. To change the date, click it and select a new one in the "As of date" filter.

If changes occur on the page while you are working (for example, a planogram is removed or its status is changed), a corresponding button will appear next to the filters:

Click it to refresh the data and stay up to date with the changes.

Each planogram in the list is represented by a card with basic information and sending parameters:

The upper part of the card contains:

1. Checkbox — helps select planograms for bulk actions: download a report, cancel sending, or update the schedule. To select all planograms at once, use the checkbox above the list. Read more in the Bulk actions with planograms on the "Scheduled for sending" page section;
2. Planogram thumbnail — click to open the planogram image in full size;
3. Planogram name with the scheduled sending icon — click the name to open the planogram on a new page in view mode. Hover over the icon to view the store plan where the planogram is placed and the scheduled sending date;
4. General planogram information — the store plan where it is placed, planning date, the user who scheduled the sending, planogram number, category, and brands of the displayed products;
5. More actions (⋮) — opens the menu of actions with the planogram:
6. • Update schedule — the store manager will receive the planogram with the parameters specified in the lower part of the card;
   • Cancel sending — after you confirm the cancellation, the planogram will return to its previous status;
   • View — opens the planogram on a new page in view mode;
   • Download complectation — exports a detailed list of products of the selected planogram version broken down by equipment elements in Excel or PDF format. Read more in the article.

If one planogram is scheduled several times, its versions are grouped into one card. The upper part of such a card shows the store plan and the number of scheduled sendings.

The "More actions" (⋮) menu of the card itself contains actions for all versions at once:

• Update schedule for all;
• Cancel all scheduled sendings;
• Download planogram complectation.

The lower part of the card contains:

• Sending date;
• Due date — the deadline by which the store manager must complete the layout. To change the date, click the field and select a new one in the calendar;
• Time tracker — click the icon to turn tracking of the planogram execution time on or off;
• Store manager — click the field and select the manager responsible for executing the planogram from the list;
• Comment — click the icon to leave the manager an explanation or additional layout instructions (up to 2000 characters).

Bulk actions with planograms on the "Scheduled for sending" page

To select planograms, check the boxes on their cards.

The "Selected" counter with the number of selected planograms will appear next to the filters. To clear the selection, click the checkbox again or the “✖” next to the counter.
The upper part of the page contains tools for working with several planograms at once:

1. Download — an Excel file with a list of scheduled planograms. For each of them, the store plan, planogram number, categories and brands of the displayed products, the user who scheduled the sending and the planning date, store manager, execution deadline, time tracker, and comment are specified;

2. Cancel sending — after you confirm the cancellation, the planograms will return to their previous status;

3. Update schedule — before updating, check the sending date, execution deadline, responsible manager, and time tracker settings on each card, and leave a comment if necessary.

How scheduled sending works 

A planogram with the status "Scheduled sending" is automatically sent for execution on the specified date. 

After sending, the planogram status changes to "On execution".

If sending is canceled, the planogram with the status "Scheduled sending" returns to its previous status (for example: "Was not sent", "Confirmed"). 

Scheduled sending is canceled if: 

• The planogram is removed from the store plan;
• The store plan is deactivated or the store is changed;
• The store manager is removed from the corresponding store;
• The planogram is manually sent for fulfillment before the scheduled date.

Notifications about scheduled sending

A notification is received one day before the scheduled sending date. If several planograms are scheduled, one notification with the total number of planograms is generated.

To view details:

1. Click the notification;
2. A table with the following information will open:

• Planogram name;
• Plan name;
• Store manager.

Updated on: 02/11/2026