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 artifiFew readersUI-UX updates Planograms (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" "Edit eFew readersDisplaying 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 readersHow 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 readersArbitrary 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 goods 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 toolbar:Few readersHow 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 "SelectFew readersRecommendations 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: Copy tFew readersProduct 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 ShelveFew readersForming 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 goods. To do this, click "Add product" in the left panel. It opens the panel "Product choice", which displays the entire range of goods 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 Assortment TypePopularProducts placement
How to put the goods on the shelf? To put the product on the shelf, you need to hold it with the left mouse button in the list and drag it to the shelf. To move multiple goods at once, hold down the Ctrl key and left-click on the desired items from the list, then left-click and drag to the shelf. The position of the laid-out product (standing, sideways, lying down) can be changed by double-clicking on the product on the shelf. (https://storage.crisp.chat/users/helpdesk/website/e64b77ae7Few readersSetting 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 readersHow to remove a product from the planogram?
How to remove a product from the planogram? To remove a product from the planogram, you need to click on the laid out product, and then click on "Delete the selected item" on the toolbar at the top (or using the "Del" key on the keyboard). You can delete several products at the same time by holding down the Ctrl key and left-clicking on the desired products, then press. To delete a product from both tFew readersHow to put the product behind another product?
How to put the product behind another product? To place the product behind another product, open the equipment on which you will place the product in the projection from above by double-clicking on the shelf number or base. After that, you will be able to lay the product behind another product on the equipment. To move a product, left-click on it in the list and drag it to the equipment.Few readersHow to put a product on another product?
To place one item on top of another, hold it down with the left mouse button (if it is already put on the equipment) and place it on another item, or drag it from the product list to another item. It is not possible to place a product on a product that is smaller. It is not possible to place 2 or more products on one product.Few readersWhy is the product highlighted in red?
Why is the product highlighted in red? Goods that are highlighted in red on the planogram signal the incorrectness of such layout. If the product is highlighted in red, it means that it: Does not fit on a shelf or drawer (width, height, or depth) Does not fit on another product (when laying out the product on the product, the product placed above must be less than or equal to the bottom) In this case, you will not be able to save the planogram and send it for execution, because the storFew readersHow to view a 3D model of a planogram?
How to view a 3D model of a planogram? When creating a planogram, you can view the planogram in a three-dimensional model. To turn on the 3D planogram model display, click on the button in the upper right corner of the workspace. The 3D planogram model can be zoomed in and out with the mouse scroll wheel. To view the model from all sides, hold it down with the left mouse button and drag the mouse to viSome readersUpload 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/imagFew readersAutoplacement
Autoplacement Autoplacement allows you to generate a planogram automatically. With just one click, the products will automatically fill in the planogram. How to use Autoplacement? To use Autoplacement, go to the mode of editing planograms and create a list of products. Autoplacement is divided into three types of products distribution on the planogram, you can use the one that works best for you: normal autoplacement of goods - the maximum of goods from the list will be laid out on thFew readersWhat 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-Few readersCopy 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 plFew readersAlignment and sorting of goods on the planogram
How to align the goods on the planogram? To align the goods 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 goods on the planogram? You can sort only selected products that are next to each othPopularHow 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 ediPopularBrands 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/helpFew readersProduct effectiveness analysis
Product effectiveness analysis To open the report "Product Effectiveness Analysis" in the planogram editing mode, click on the button in the upper right corner, then a window with a report table and tools will open in the upper right corner: How to set up a report? To customize the report, click on the button "column settings" in the upper right corner of the panel, then a window will open in which yFew readersWhere to view the consolidated report on goods on the planogram?
Where to view the consolidated report on goods 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 the indFew readersWhere 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 when tFew readersHow to send a planogram for execution?
How to send a planogram for execution? You can send planograms for execution only from active plans and in stores for which a manager has been created. You can send the finished planogram to the point of sale in two ways: 1) from the general planogram list mode To do this, click on the bottom "Sending planograms for execution", located in the upper right corner of the toolbar. Then select the planogram to be sent for execution and click "Select stores". After that the page "Sending pSome readersHow 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 tracker"PopularHow 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 readersHow 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 hiPopularHow 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 readersProduct 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 producSome readersLayout 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 MiFew readers