Products (accessories)

Products module allows you to merchandise products (accessories) so your stores have visual reference on what to place where and how to display specific products. In order to merchandise products system needs to have list of all available products and their properties. They are located under Database Tab. Merchandising tab contains all products allocations by fixture and zone. Inventory tab contains list of all stores and SKUs of products and their QTY they have on hand. Inventory feed is supplied by client and it is not mandatory to merchandise products.

Products Page: On the products Page, the user will see 3 sub tabs:

  • Merchandising – This tab is where all the accessory allocations are created.
  • Database – This is the tab where all the products are stored. Products can be entered manually or they can be uploaded as feed.
  • Inventory – This tab is where the inventory feed for the accessory products is uploaded, updated & stored.

Merchandising

This allows you to create new allocations or clone existing ones. This page shows all allocations.


Creating a new Product Allocation

Merchandising tab page shows all allocations. To create new allocation

  • Click on New Allocation button.
  • In the new allocation page, enter the title for the allocation.
  • Select the required fixture and the fixture zone for that specific fixture from their respective drop down menus.
  • Select the “From” & “To” dates for to determine the duration of the allocation.
  • From the Allocation formula section, select the channels for which the allocation is being created.
  • Alternatively, the user can also enter the RMS ids of specific stores to allocate the products to.
  • Once all the information is selected / entered, Save the allocation by clicking the “Save” button.
  • Once the allocation has been saved, the system will take the user back to the Merchandising page & will show allocation highlighted in yellow indicating the allocation has been saved.

Note

  • Fixture and zone are mandatory.

Composing the Product Allocation

To planogram the product allocation, click on the “compose” button of that specific allocation. When the user clicks on the “Compose” button the system opens the compose view in a new tab.

Compose view interface

  • Top menu bar have following options:

    • Save
    • Cancel
    • Import Excel
    • Zoom Out
    • Reset
    • Zoom In
    • Grid
    • Labels: Name, SKU, Quantity, Price
    • Views
      • Default
      • Updated
      • Photos
      • Duplicates
      • Overlap
      • Score
      • End of Life
      • Category
      • Zone
    • Edit
      • None
      • Product
      • Shelf
      • Canvas
      • All
    • +Shelf
    • +Product
  • The Dotted line surrounding the fixture indicates the working canvas area covering the fixture. Shelves can be added anywhere within this canvas area. Canvas area can’t extend fixture size.

  • The faded red area indicates an existing print collateral backlit poster hotspot created on this fixture. It gives the user a better visual representation of where the poster or device can be placed on the fixture.

Creating a Shelf Container

System supports three types of product merchandising:

  • Peg: product placed on peg type will align to the top. This is used to merchandise peggable products (products that are hanging from pegs).
  • Shelf: product placed on shelf type will align to the bottom.
  • Hooks: this allows you to place product anywhere within shelf area. System will not align products.

To create Shelf, Peg or Hooks:

  • Click on the + Shelf button on the top right corner.
  • System will create the shelf container in the canvas area.
  • You click and drag shelf to desired location on the fixture
  • You can resize shelf by clicking & dragging on the bottom right corner of the shelf container (there is small black triangle).
  • You can double-click the blue shelf container to access the shelf settings such as: shelf “type” as shelf, hook or peg, shelf depth, assign shelf zone, name the shelf & add note or link for shelf.

Adding Products to the shelf

Prior to starting to add products, click on the view button in the compose view & change the “view” type from default to “photos”. This allows the user to see the photos of the product images visually while plan-o-gramming the accessories.

Select the shelf container to which the user wants to add the products.

  • Click on the + Products button (shortcut: Shift+P) on the top far right of the screen to see a list of products that are available for merchandising.
  • Click on the check mark box to see the icons of product images next to their respective product names in the product list.
  • You can also filter the product list by using the “Filter list by” option. It allows the user to filter the products by using a Keyword (in the form of a word or product SKU), Category, Brand, Colour, Size, Score, and Price.
  • To place the product in the shelf container, select the required shelf & while the shelf is still selected, click on a product from the product list. System will place product on the self and align it based on shelf type.
  • Once the product is placed on the shelf, it appears faded & grayed out in the product list. This indicates that this product is already merchandised on this fixture/zone.

Note

  • The shelf when selected has a black outline border around it.

Removing the product from the shelf:

To remove product(s) from the shelf:

  • Choose the “Product” option from the “Edit” drop down menu.
  • Shelf will change colour to transparent.
  • The products appear with a “X” mark in the top right corner.
  • Click on the “X” mark, system will show a confirmation pop-up.
  • Click the “OK” button in the pop up to delete product.
  • Click on the “Save” button in the top left.

To continue adding more products:

To continue adding more products to the allocation once a product has been removed:

  • Select the “Shelves” option from the “Edit” Menu drop down.
  • Shelf will change colour to blue when in editable mode.
  • You can select shelf and add products to it.

Updating an existing the Product Allocation:

To update product allocation, go to the Products – Merchandising, and from the list of product allocations, click on the “compose” button of the allocation that you wish to modify.

Once in the compose view mode, you can modify an existing allocation to add product to an existing allocation, to replace an existing product or to delete an existing product as required.


Adding Alternate Product SKU’s to a product:

The system has the option of adding alternate SKU for a specific product. This can be done in the compose mode while composing the allocation.

To add an alternate SKU for a product:

  • Double click on specific product in the shelf.
  • Product settings pop up will appear on the screen.
  • Click on the “+” symbol next to the Alternate SKU field find product in the list and click on it. You can repeat this to add multiple SKUs.
  • Click outside of pop-up to close it. Changes are saved automatically

  • Double click on specific product in the shelf
  • Type in note field instructions or URL.
  • Click outside of pop-up to close it. Note is saved automatically.

Views

Different view options allow you to have better understanding what products are where on the shelf.

  • Default: shows product outline box
  • Photos: shows product image
  • Duplicates: color codes same products with same color
  • Overlap: highlights in red products that are overlapping (applies only to Hooks type of the Shelf)
  • Score: highlights products with green, yellow and red colors
  • End of Life: highlights products that have EOL checkbox selected
  • Category: color code products within same category
  • Zone: highlights same colors shelf in same zone

Allocations Trace

Since allocations can be very complex, it is sometimes hard to trace where an element is coming from and showing for the store. We have added an option allowing admin users to trace each products allocation at a specific store to the specific allocation it comes from. To see what allocation an element is coming from:

  • Click on the Fixture icon on the store’s floor plan.
  • Click on Products tab
  • Above table list with products, click on Allocation: Name. This will take you to Products > Merchandising, and allocations for that fixture will be highlighted in yellow.

Note

  • You might need to click Next button on top right corner to find highlighted allocation.