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Articles on:Planogram editing
Creation of a list of goods, layout, auto-layout

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  • What's new?
  • Common issues
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  • Edit store plans
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  • Planogram editing
  • View planograms
  • Equipment editing
  • View equipment
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  • Arbitrary layout
    The placement of products on the planogram is as flexible and convenient as possible. You can drag and drop any product to any place on the planogram without being limited to fixed positions. You can also rearrange similar products. The "Arbitrary layout" tool is used to place products on the: Base: rectangle; Base: trapeziud; Shelf; Box and Bevelled box. In order to enable the "Arbitrary layout" tool, in the "Edit" mode of the planogram, click on the icon in the top toolbSome readers
  • AI generation of layout rules
    Every day we are expanding the capabilities of PlanoHero, and today we are delighted to announce that we have implemented artificial intelligence into Layout Rules. From now on, you can create planogram rules by describing the layout requirements. You can use artificial intelligence directly when creating a product layout rule in the "AI generation of layout rule" settings section. Interaction with artifiSome readers
  • Product rotation
    The new "Product rotation" feature enables rotating products, providing flexibility in layouts. This functionality allows you to change the orientation of products on all shelves, create multi-level displays on pallets, and experiment with product placement for optimal space utilization. “Product rotation” is available for the placement of products on: Base: rectangle Base: trapezoid ShelveSome readers
  • How to rotate products
    How to rotate products Rotation allows you to automatically replace one product with another on an unlimited number of planograms on the selected store plans. To switch to the “Product rotation” mode, click on the button in the upper right corner of the “Store plans” or “Planograms page”. Tick the boxes for the plans/planograms where you want to replace the products and click the "SelecSome readers
  • Recommendations for creating an AutoCAD file for the PlanoHero service
    Recommendations for creating an AutoCAD file for the PlanoHero service For the convenience of creating a “Store plans”, we recommend using an AutoCAD layout. For correct display, the file must meet the following requirements: Saved in .dxf format (AutoCAD 2018 DXF); All curves and polylines of the layout must be saved as separate segments; Appropriate layout dimensions are set according to the scale. Step-by-step action plan to prepare a correct AutoCAD file: CopySome readers
  • Planograms: Interface changes (11.09)
    Planograms In the updated interface, the "Create Planogram" button is on the top toolbar, and the buttons for switching view, filter and search modes are on the toolbar on the left. Planogram editing mode Within the planogram editing mode, the updated top panel incorporates the following tools: "Undo" "Redo” "Draw block" "Layout mirroring" "Products alignment"Few readers
  • How to move equipment elements on a planogram?
    To move equipment elements, you need to be in the planogram’s edit mode and click on the corresponding button located on the top toolbar. Next, choose the element you wish to relocate: Shelf - movement is possible within the same base. Drawer - movement is possible within one shelf in the top view. Partition - movement is possible within one shelf. Hook - movement is possible within one hook panel. Hooks panel and Perforation - movement is possible within the same base. You can moveFew readers
  • Displaying products in boxes
    Displaying products in boxes The display of products laid out in boxes in the front view of the planogram allows you to see the entire planogram as the customer will see it. It allows you to review the products within the boxes across various modes, including editing, viewing, comparing, and planogram control. For store managers, having the capability to visualize the product layout within the boxes in the front view of planograms, both within the service and application, facilitates a clearFew readers
  • Products rating
    In this article  We will review how to work with the "Product rating" report: how to open the report, configure analysis parameters, view product performance indicators, change the data display type, and download the report in Excel format.  Contents Working with the "Product rating" report Metrics for analyze Working with the "Product rating" report  The "Product Rating" report is used for quick aFew readers
  • Info Elements
    Information elements on the planogram A new tool is available on the planogram editing page - Info Elements. It allows you to add text blocks and POS materials (banners, posters, etc.) to improve visual design, navigation, and communication. This is a convenient way to quickly convey key information - from work instructions to marketing materials. Info Elements on a planogram: They do not affect the laid out of products; They are always displayed on top of other planogram oFew readers
  • Schedule a planogram for execution
    In this article Let's take a look at the benefits of scheduled sending, how to configure sending, where to view planograms, and how reminders about scheduled planograms work.  Content Benefits of scheduled sending How to configure sending Scheduled date display Where to view planograms scheduled for sending How scheduled sending works (Few readers
  • Chat (Web Version)
    In this article We will cover how to use chat in the PlanoHero web version: where to find it, how to send messages, and its main features. Contents Chat (Web Version) Where to find the chat Conditions for Displaying Chats in the "Chats" Panel How to work with the chat list Working with a planogram chaFew readers
  • Forming a list of products for the planogram
    Forming a list of products for the planogram In order to start the layout of products for equipment, it is necessary to form a list of products. To do this, click "Add product" in the left panel. It opens the panel "Product choice", which displays the entire range of products with metrics: Price, Stock quantity, Planograms quantity and Sales quantity. Use the filters on the right in this panel to filter only the products of the required Categories, Brands, Suppliers Properties and AssortmenPopular
  • Products placement
    In this article  Let's take a look at how to work with product placement on a planogram: how to place products on shelves, hooks, hang bars, perforation panels, and in boxes, as well as how to change product positions on the equipment.  Contents How to place a product on a shelf How to place a product on a hook How to place a product on a hangbar How to place a prSome readers
  • Setting the parameters of the product layout
    How to adjust the size and image of the product? To change the product parameters, click on the displayed product, a preview of the corresponding product will appear at the bottom of the "Products" panel. In the viewer header, click "Settings" There will open a window in which you can adjust the width, height and depth of the product, as well as change the photo.Few readers
  • How to remove a product from the planogram
    In this article Let's take a look at how to remove products from a planogram: how to remove a single product, several products at once, or completely clear the "Products" panel. How to remove a product from the planogram  To remove a product from a planogram, click the placed product and then click the "Remove" button or press the  Del (Windows) / Fn + Delete (Mac) key on the keyboard. (https://storage.crisp.chat/users/helpdesk/website/-/e/6/4/b/e64b77ae74de28Few readers
  • Why is the product highlighted in red
    In this article We will review why products on a planogram may be highlighted in red. Why a product is highlighted in red Products highlighted in red on a planogram indicate incorrect product placement. This situation may occur: If the product does not fit on a shelf or in a box (by width, height, or depth); If the product does not fit on another product; If a weighted product is placed outside a box; After changing the product dimensions, rotation, or compression coefficienFew readers
  • How to view a 3D model of a planogram
    In this article We will review how to open a planogram 3D model, change its scale, and view it from different angles. How to work with a planogram 3D model While creating a planogram, you can view it in a 3D model. This helps better evaluate product placement, product arrangement on equipment, and the overall appearance of the planogram. The 3D model can be viewed: In planogram editing mode; In planogram viewing mode; While checking planograms in the "Control" block. To oFew readers
  • Upload planograms from Excel file
    Upload planograms from Excel file The functionality of the service allows you to upload the layout to the equipment from a .xls file. To upload the layout, go to the planogram editing mode and click on the button on the top toolbar. In the window that opens, drag the prepared file or click on the gray area and select the file from your computer. (https://storage.crisp.chat/users/helpdesk/website/e64b77ae74de2800/imagSome readers
  • Autoplacement
    Autoplacement Autoplacement allows you to create a planogram automatically. With just one mouse click, products will automatically fill the planogram. How to use Autoplacement To use Autoplacement, go to the planogram editing mode and create a list of products. Autoplacement is divided into three types of product distribution on the planogram, you can use the one that best suits you: Normal autoplacement of products — the maximum number of products from the list will be placed onFew readers
  • What are blocks?
    Blocks are areas on the equipment that can be distinguished. They are used for placing groups of products without the need for article-specific placement, but considering space for products of a certain category, brand, or supplier. Blocks have flexible settings, allowing them to be adapted to various needs. How to Create and Configure Blocks? To create a block, click the Draw Block button: (https://storage.crisp.chat/users/helpdesk/website/e64b77ae74de2800/screenshot-2024-08-30-aSome readers
  • Copy planogram
    Copy planogram The generated planogram can be copied to an unlimited number of shelves on other store plans. The service allows you to copy the layout without changes, and adjust the layout to the parameters of the equipment. To copy a planogram, go to the editing mode of the desired planogram and click on the button "Copy planogramm" on the top toolbar. After clicking, a window with a selection of pSome readers
  • Alignment and sorting of products on the planogram
    How to align the products on the planogram? To align the products on the planogram, you need to click on the instrument of alignment in the top panel. Alignment options available: by the right edge of the equipment; by the left edge of the equipment; without alignment; by the width of the shelf. How to sort products on the planogram? You can sort only selected products that are next toPopular
  • How to edit equipment under planogram?
    How to edit equipment under planogram? To do this, click "Edit equipment" on the top panel in the planogram editing mode. Then a window will open a warning of possible loss of part of the layout in case of removal of shelves from the equipment (to continue, click "Yes", then the equipment will open in edit mode). There are two possible ways to save edited equipment: Save as new equipment (save edSome readers
  • Brands statistics
    Brands statistics To go to the "Brand Statistics" panel, open the planogram in the edit mode and click on the button on the left panel. The window that opens will show the recommended, planned and actual percentages of the brand layout. To display the same percentage for categories you need to click on the button "Group by categories" in the upper right corner. (https://storage.crisp.chat/users/helFew readers
  • Product effectiveness analysis
    The ‘Product effictiveness analysis’ report is designed to quickly analyse the recommended and actual percentage of product layout on the planogram based on the selected sales period. The report is available in windowed and full-screen modes. The report layouts all the products selected from the assortment panel, which allows you to analyse by a specific dimensions. To set up the analysis period, click on the calendar icon in the upper panel and specify the required dates. By default, theFew readers
  • Where to view the consolidated report on products on the planogram?
    Where to view the consolidated report on products on the planogram? To do this, click "Open report" in the upper right corner in the planogram editing mode. There will open a report consisting of four tabs: Products rating; Brands rating; Category rating; Supplier rating. You can download the report in * .xls format using the "Download" button at the top right of the screen. To configure theSome readers
  • Where to view the actions that took place with the planogram?
    Where to view the actions that took place with the planogram? To view the history of the planogram, click on the button "Log" on the right in the toolbar in the editing mode or viewing the planogram. After clicking, there will open a window with a list of actions that took place with the planogram. The log records all the main actions with the planogram: Change planogram – the note appears whenFew readers
  • How to send a planogram for execution
    In this article Let's look at how to send a planogram for execution, set the sending date and execution deadline, enable time tracking, and update the settings for already sent planograms. Content Where can you send a planogram for execution "Sending planograms" page How to set the time tracker, execution deadlines, and sending date for all planograms (3-how-to-set-the-time-tracker-execution-deadlines-Few readers
  • How to execute a planogram in the web version?
    How to execute a planogram in the web version? In the "Tasks" block, in the "Planograms for execution" section are displayed all planograms that need to be executed. If the deadline is specified when sending the planogram, the column "Due date" will display the date by which the planogram needs to be executed. If the mandatory tracking of the execution time was specified while sending the planogram, the "Time trackerPopular
  • How to remove a planogram?
    How to remove a planogram? To remove a planogram, go to the Store Plan edit mode. Next, select the planogram you want to remove and click "Delete the selected item" at the top of the toolbar.Few readers
  • How to highlight the product on the planogram?
    How to highlight the product on the planogram? To highlight items on a planogram by specific attributes in the planogram editing (or view) mode, click on the "Highlight products" tool at the top of the toolbar and select the desired option. Clicking on the tool allows you to highlight products on the planogram according to the following parameters: Highlight products that are out of stock - they are highlighted in red. Highlight products that are only enough for today - they are hSome readers
  • How to restore the previous version of planogram?
    How to restore the previous version of planogramm? To restore a previous version of a planogram, open the Log of that planogram in edit mode. Next, hover the cursor over the record line of change that needs to be restored, and click the “Restore planogram” button. Clicking this button will restore the corresponding version of the planogram on this equipment. If the equipment in the recovery version differs from the current version of the planogram, the equipment will remain unchanged. AfterFew readers
  • Layout mirroring
    To efficiently align the completed planogram with the customer flow, PlanoHero offers a feature to mirror the product layout on shelves. This functionality swaps the products on the left side of the rack with the products on the right side of the rack. It is possible to mirror the layout: From the planogram editing mode; When you Copy a planogram. Planogram editing mode Layout mirroring works on symmetrical equipment. To initiate the mirroring process, simply click the "Layout MiSome readers
  • Product labels
    Product labels You can switch on the display of product labels directly during the creation of the planogram. The product labels include: Price tags (labels appear under the products on the layout, showing the price of the product); ABC affiliation by turnover (labels appear under the products on the layout, showing the ABC group to which the product belongs according to the ABC analysis by turnover); ABC affiliation by receipts quantity (labels appear under the produSome readers

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