Add Items

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This section describes how to place new products, shelf tools and generic products in a planogram.

Add Products on Shelves

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To place a product defined with the standard, stacked or tester product behavior on a shelf:

1.      Activate the Edit Item Tool.

2.      Position the mouse pointer over on an item in the catalog.

3.      Hold the mouse button down and drag the item to a shelf in your planogram.

4.      Release the mouse button once you have reached the desired position. The item is placed on the shelf.

5.      Once a product has been placed in your planogram, its thumbnail background changes to a lighter color in the catalog, helping you identify already used products.

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When you place a product with the standard or stacked behavior, one facing wide and one facing high is placed by default.

After placing the item, you can change the number of facings with your mouse, keyboard or precise values. See Change Product Facing Count.

Products with the tester behavior are placed in front of other products.

 

Note: If there is no back panel on your bay, make sure to position your mouse cursor exactly on a shelf when you release the product, otherwise the product won't be placed on the shelf.

Tip: You can add more than once the same object in a single drag & drop operation. While maintaining the left mouse button pressed, each time the mouse cursor is over a target location click with the right mouse button (press and release). Important note: this method does not create a block with multiple front facings, but it adds instead each product as a separate single facing. To create block of multiple adjacent facings of the same product, see instead Change Product Facing Count.

Tip: Although the automatic collision feature is convenient, there are times when you may want to disable collisions. Please see Collisions for details.

Tip: When you add only products on shelves, you can lock shelf tools in place to prevent accidentally moving existing shelf tools. See Bay Locked Shelf Tools.

Tip: Products defined in the database with the pegged behavior are normally positioned automatically on pegs and will not sit on shelves. However, you can override the standard behavior and force a product to be sitting on a shelf by doing one of the following:

·         To add a product from the catalog, Shift+drag the product from the catalog to the bay. You will be able to drop the product anywhere on a shelf.

·         For product(s) already in your project and hanging on pegs, select the product(s), then change their product behavior to Standard in the Item Info task.

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Tip: you can set this property for several products in one click with Select Multiple Items.

 

Add Products on Pegs

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To place a product with the pegged Product Behavior on a back panel:

1.      Activate the Edit Item Tool.

2.      Position the mouse pointer over on an item in the catalog.

3.      Hold the mouse button down and drag the item to a back panel in your planogram.

4.      Release the mouse button once you have reached the desired position. The item is placed on the back panel.

5.      Once a product has been placed in your planogram, its thumbnail background changes to a lighter color in the catalog, helping you identify already used products.

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After placing the item, you can change the number of facings with your mouse, keyboard or precise values. See Change Product Facing Count.

Tip: Products saved in the database with the standard, stacked or tester behavior can still be forced to hang to pegs by doing one of the following:

·         To add a product from the catalog, Shift+drag the product from the catalog to the bay. You will be able to drop the product anywhere on a back panel.

·         For a product already in your project and resting on a shelf, select the product(s), then change their product behavior to Pegged in the Item Info task.

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Tip: you can set the behavior for several products in one click with Select Multiple Items.

Note: By default, the actual pegs are not displayed in PlanogramBuilder. To display the hooks, see Show Peg Hooks.

Tip: When you want to work only with products, you can lock shelf tools in place to prevent accidentally moving existing shelf tools. See Bay Locked Shelf Tools.

Add Generic Products

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Sometimes, you may need to include in your planograms some products that are not available in PlanogramBuilder database, such as seldom used competitors' products. In this case, PlanogramBuilder lets you create your own generic products:

1.      In the Products task, click on the Add button. (keyboard shortcut N)

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2.      Place your mouse cursor over the area of a shelf where you want to add your new product.

3.      Click the left mouse button to confirm and create the generic product.

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Generic products are always presented as simple boxes with no image.

Generic products have default parameter values upon creation. You can change their values after item creation in the Item Info task, for example the item name, dimensions, the number of facings or the behavior if you want to peg generic products.

Note: Generic products are only saved in your current project, but not in the database. If you wish to add products to the database (so that they are shown in the catalog), please see Database (Products, Shelf Tools) for detailed instructions.

Tip: If you copy a generic product, it creates a new independent generic product which can then be edited to have different characteristics such as dimensions, name, etc. (see Copy Items).

Generic Product Label

In standard view a text label is displayed on the front showing the name of the product if has been defined. In schematic view, the label can show different information depending on the settings.

You can also specify font for all the labels of generic products:

1.      click Settings on the upper toolbar:

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2.      Set the options under Schematic View / Generic Products / Dimensions:

Font face

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 sets the typeface for the text labels. It also applies to text in dimensions, schematic view and on products in the database that use the box shape without picture.

Font height

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This sets the text size for labels. It may be necessary to use a smaller text size if your product labels cannot be displayed fully with the default text size.

You can also fine-tune the font size interactively by selecting Tool > Font Size from the right-click context menu. With this tool, move your mouse left/right or up/down to change the font size. While the tool is active, you can click on the viewing area to reset the default value.

Add Shelf Tools on Bays

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It is very simple and straightforward to put products and shelf tools on their fixtures

To place a shelf tool on a bay:

1.      Activate the Edit Item Tool.

2.      Position the mouse pointer over on an item in the catalog.

3.      Hold the mouse button down and drag the item to a bay in your planogram.

4.      Release the mouse button once you have reached the desired position. The item is placed on the bay.

5.      Once a shelf tool has been placed in your planogram, its thumbnail background changes to a lighter color in the catalog, helping you identify already used products.

When you put a shelf tool, it is placed according to its behavior. For example, a bay header is placed at the top of the bay, while a shelf strip is placed at the front edge of a shelf. See Shelf Tool Behaviors for reference on all available shelf tool types.

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Tip: You can add more than once the same object in a single drag & drop operation: while maintaining the left mouse button pressed, each time the mouse cursor is over a target location click with the right mouse button (press and release).

Tip: Although the automatic collision feature is convenient, there are times when you may want to disable collisions. Please see Collisions for details.




PlanogramBuilder Light User Guide - © Copyright zVisuel, 2001-2020