• 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 **"SelecFew readers

• How to group planograms

  In this article, we will review how to group planograms for joint editing: changing the order of planograms and moving products between them. This is convenient when products of the same category are placed on different equipment. Contents How to group planograms Managing a planogram group Planogram group editing mode [Product list in group editing mode](#3-prFew readers

• Forming a list of products for the planogram

  In this article, we will review how to create a product list for a planogram: how to add products manually and upload them from an Excel file. Contents How to create a product list on a planogram How to upload a product list from an Excel file How to create a product list on a planogram To create a product list for placement, click the "Add products" button in the **"PSome readers

• Products placement

  In this article, we will 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 product onSome readers

• Info Elements

  Information elements allow you to add text and POS materials (banners, posters, etc.) to a planogram to improve visual presentation, navigation and communication. In this article we will review how to work with information elements: adding text blocks and POS materials to a planogram and configuring their display. Contents Information elements Text POS materials Information elements To add information elements to a pFew 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

• Layout mirroring

  This feature allows you to quickly change the arrangement of products on the equipment without manual repositioning. When mirroring, products on the left and right sides of the shelving unit swap places. In this article, we will review how to mirror the product layout on a planogram. How to mirror the layout The layout can be mirrored in two ways: In planogram edit mode — click "Layout mirroring" on the top toolbar: ![](https://storage.crisp.chat/users/helpdesk/website/-Some 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 packing is added for a weighted product, the product is placed outside a box, and then the packing type is changed to **"Few readers

• Alignment and sorting of products on the planogram

  Alignment and sorting help quickly organize the layout without manually dragging each product. Alignment sets the position of products relative to the edges or width of the equipment, while sorting determines the sequence of products by size or price. In this article we will review how to align and sort products on a planogram: what options are available and how to apply them. Contents How to align products on a planogram [How to sort producPopular

• 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

• How to move equipment elements and edit equipment on a planogram

  In this article we will review how to edit equipment and move its elements directly from a planogram — without switching to the equipment constructor. This allows you to quickly adjust the equipment for the required layout: add or remove elements, change their parameters or move shelves, without leaving planogram edit mode. Contents How to move equipment elements How to edit equipment How to move equipment elemeSome readers

• Autoplacement

  Autoplacement allows you to create a planogram automatically. With just one mouse click, products will automatically fill the planogram. In this article, we will explain how to use Autoplacement, what types are available, and how to configure them. Contents How to use Autoplacement Normal Autoplacement Autoplacement based on sales [Autoplacement based on planned percentage](#3-autoplacementFew readers

• Copy planogram

  In this article, we will review how to copy a planogram to other store plans: how to choose the copy type, configure layout expansion and check the results. Содержание How to copy a planogram Standard copying Copy with expansion Copy results How to copy a planogram A planogram can be copied: In the "Planograms" block: Thumbnail mode — hover over the planogram card anSome readers

• How to send a planogram for execution

  In this article, we will 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-deadlinesFew readers

• 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 Scheduled date display Where to view planograms scheduled for sending [How scheduled sending works](#3-how-scheduled-sending-workFew readers

• How to execute a planogram in the web version

  The execution page contains everything needed to work with the planogram: the manager can compare the current planogram with the planogram to be executed, view the kit and add a photo report to confirm execution. In this article we will review how to execute planograms in the web version, how to use the time tracker and how to attach a photo report to confirm execution. Contents How to execute a planogram Time tracker [How to attachSome readers

• How to highlight the product on the planogram

  Product highlighting helps quickly identify problem areas on a planogram — products with zero stock, duplicates or distribution by brands and categories — directly during editing, without switching to separate reports. In this article we will review how to highlight products on a planogram and how to use the highlight legend. Contents [How to enable highlighting](#3-how-to-enable-highlSome readers

• Product labels

  Product labels are displayed directly on the planogram and help make informed decisions about the layout during its formation. Based on prices, stock levels or ABC groups, you can immediately adjust the number of facings, product placement and shelf space distribution. In this article, we will review how to enable product labels on a planogram and configure the period and store for ABC label calculations. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/6/4/b/e64b77ae74de2800/11angl_1Few readers

• Product effectiveness analysis

  In this article, we will review the "Product effectiveness analysis" report, which allows you to analyze products directly in planogram edit mode and make more informed decisions about the layout based on the data obtained. Contents How to open the report Report indicators How to open the report To analyze the efficiency of product layout and sales, open the **"Product effectiveness analysisFew 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

• Brands statistics

  The "Brand statistics" panel helps monitor each brand's share on the planogram: compare the recommended and actual layout percentage, and set a target percentage for autoplacement. In this article we will review the "Brand statistics" panel: how to set target percentages and automatically place products according to them. Contents Brand statistics [How to set a planned layout percentage](#3-how-to-set-a-planned-layout-perceFew readers

• Where to view the actions that took place with the planogram

  In this article, we will review the planogram log, which allows you to view the history of all changes, track user actions and restore previous versions when needed. This helps monitor the planogram workflow and quickly return to the required stage without re-entering changes. Contents How to open the log [How to restore a previous version of a planogram](#3-hFew 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 opFew readers

• How to remove a product from the planogram

  In this article, we will 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 (macOS) key on the keyboard. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/6/4/b/e64b77ae74de2800/vFew readers

• Upload layout from an Excel file

  In this article, we will look at how to prepare and upload a layout from an Excel file, as well as what errors may occur and how to fix them. Contents How to upload a layout from an Excel file Where to download the file template How to prepare the file correctly What to do if errors are found in the filePopular

• 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

• 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 chat](Few readers