This User Guide will explain new features in v5 that you will be using day to day in your store:
1. Device Database
2. Adding a Device to the System
3. Device Hotlinks
4. Device Allocations
5. Timeshift to Review
The following terms will be used throughout this user guide.
Element: Elements refer to anything that is Merchandised (POP, Devices and Accessories).
Device: Device a physical piece of hardware or equipment.
Device Types: Device type specifically identifies what category the device belongs to. Example: phone, tablet, watch, charging dock…
Device Database: The device database contains all devices that that have been added to the system. By default only active devices are displayed in the device database.
Device Brands: The brand that manufactures devices.
Device Builds: Used to identify the specific type of device hardware displayed in a store.
Live Device: A fully functional device.
Demo Device: A functional device with limited capabilities.
Mock Device: A device that provides accurate physical representations of the device, but has no functionalities.
Device Hotlink: Device hotlines are spots where a device can be placed in a planogramned.
Planogram: A planogram is a visual representation of how the merchandise is to be displayed.
Allocation: An allocation is a formula which determines which locations the planograms are applied to.
Timeshift: Timeshift is the ability to forecast and view future campaigns.
Icon Definition: Planogram Device View
1. Device Database
The device database contains all devices that that have been added to the system. By default only active devices are displayed in the device database.
1. Navigating to the Device Database
To navigate to your device database from your home screen:
—> Click on —> Click on Devices —> You will be redirected to the device database
2. Understanding the Device Database
The device database will provide you with a list of all active devices that have been added to the system. In this view you will see the following attributes for the added models and devices:
3. Managing Device Attributes
For you to add Device Models and Devices to the device database, you first have to set up the required device attributes. There are four attributes to set up: Brands, Types, Builds and Colours.
From the Device Database —> 1. Click on the 3 dots —> 2. Select the attribute
3. Managing Device Attributes - Brands
Device brands are the companies that developed and produced the device. This would be Samsung for example.
Click on Brands —> 1. Click on New Entity —> 2. Enter Brand Name & SKU —> 3. Click on Save —>4. The Brand is now saved
3. Managing Device Attributes - Types
Device types describe what the device category is.
Click on Types —> 1. Click on New Entity —> 2. Enter Type Name —> 3. Click on Save —>4. The Type is now saved
3. Managing Device Attributes - Builds
Device builds indicate what kind of device it is. Meaning if it is a live device (actively working in the store), a dummy device (no SIM card but has demo capabilities) etc.
Click on Builds —> 1. Click on New Entity —> 2. Enter Build Name —> 3. Click on Save —>4. The Build is now saved
2. Adding a Device to the System
1. Adding a New Device Model
1. Adding a New Device Model Cont’
2. Adding a New Device SKU
You can add a new Device SKU to any device model that you have added in the system. To do this:
—> 1. Click on in the Model ID column—> 2. Fill in the device details
2. Adding a New Device SKU Cont’
Editing Device Models and Device SKUs
4. Device Hotlinks
Device hotlines are spots where a device can be placed in a planogramned.
Reference the Hotlinks User Guide for more information on hotlinks.
4. Planogram Devices
When in Devices View, you have the opportunity to planogram devices and make changes to fixtures that have already been composed with devices. Accessories and POP will be visible on the fixture if it has already been composed, but you will not be able to make changes to the Accessories or POP while in the Devices View.
The action of placing elements (POP, Devices and Accessories) on a fixture.
Icon Definition: Planogram Device View
1. Navigating To Planogram Tool
To create Planograms, you have to navigate to the Planogram module. This is where you create the planograms that will be included in your allocation. Note: If there are zero planograms for the allocation, the button will be red. If there are composed planograms for the allocation, the button will be blue.
To access this: —> Click on the button under the Planogram column for the desired allocation.
When in Device Mode, you have the opportunity to planogram Devices. You can do this by planogramming Devices from the device database.
1. Navigate to Device View
To planogram Devices you need to navigate to the Device view.
—> 1. Click on the drop down in the right corner —> 2. Select Devices
2. Select the Fixture you will Planogram
Filter Fixtures: You can filter fixtures by Keyword, Zone, Priority, Language and Category. You have the ability to apply more than one filter to narrow down the fixture results.
Note: Only the applicable filters will be displayed based on the fixtures for your allocation.
—> Select the fixture you would like to add your Devices to
When you select your desired fixture you will see the rendering of the fixture you selected and the hotlinks that have been assigned to it. For additional details on Fixtures and Hotlinks, please see the Hotlink User Guide.
Note: For button definitions and actions, please refer to page 21.
Planogram Devices - From Device Database
To add Devices from the device database, you click on the
icon. This will open the list of devices that are entered in the device database and you can place them on the fixture by selecting a hotlink and then clicking on the Device you would like placed.
5. Timeshift to Review
You can review the upcoming planogram changes by timeshiftimg and viewing the fixtures as they will look on the day the Campaign launches.
To review the Kit List, please see the Print Management User Guide.
To review the Print Quantities, please see the Print Production User Guide.
1. Navigate to the Allocation Tab
Once you have completed planogramming all required fixtures for your allocation you need to select a store that has been affected by the planogram(s) to review the changes you have just made.
—> 1. Click on
2. Select a store from the Allocation
From the Allocations tab you can easily see a list of stores that have been affected by the allocation.
—> 1. Click on the number below the Actual column —> 2. Select a Store from the Store List
3. Timeshift to the Launch Date for the Allocation
On the landing page for the location that you have chosen you need to time shift to the launch date for the allocation. When in timeshift mode you will be able to see the changes that you have planogrammed.
—> 1. Click on —> 2. Select the Launch Date —> 3. Click on Set
4. Navigate to the Floorpan
To see the changes that you have planogrammed you need to navigate to the locations floorplan.
—> 1. Click on Floorpan
5. Select Fixture & View Planogram
On the floorpan, you can select a fixture that has been affected by the planogram to see how it will look once the Campaign launches. You can see in the floorplan view that you are timeshifted, identified by the date highlighted in yellow:
—> 1. Select the Fixture —> 2. You will see the upcoming planogram on the fixture
1. Actions for Buttons in Planogram Tool
2. Planogramming by Importing Devices
3. Adding Devices to the System by Import
4. Device Tracking
1. Manage Device Attributes
Manage Device Attributes
You can manage the attributes associated with Devices by navigating to the device database - See page 6 on how to do this.
—> 1. Click on the 3 dots —> 2. Select the desired attribute
a. Concurrent View
Concurrent view will display all ACTIVE planograms for a specific fixture.
c. 1. Copy Elements
You can copy elements from one fixture and paste them on another fixture. This allows you to quickly place an element on a fixture
—> 1. Select the element(s) that you would like to copy - You can select elements by dragging and highlighting the elements using your mouse, or holding shift and clicking each element. —> 2. Click on
c. 2. Paste Elements Step 1
1. Select the fixture that you would like to paste the copied elements to —> 2. Click 3. Once you click paste you will see the copied items in the top menu bar as “Saved Items”.
c. 3. Paste Elements Step 2
There are two ways to paste the POP on the selected fixture. First you will need to click on the
icon to display the saved POP.
You can paste the POP by —> 1. Selecting the hotlink —> 2. Click on the POP you would like to paste in the hotlink —> 3. The POP element will be placed in the hotlink
You can also click on “Auto Assign” and this will auto paste the POP in the available hotlinks.
d. Element Properties
Element Properties: To view the POP Specs associated with an element on the fixture. This is a quick way to check a SKU, Element Name and element dimensions.
—> 1. Click on the element —> 2. Click on —> 3. POP Specs will be displayed
Note: This can also be viewed by double clicking on an element.
f. POP - Rotate
While in POP view you can rotate POP that has been placed. This can be useful when you have placed an element in a hotlink that has different POP specs than the hotlink.
—> 1. Select an Element —> Click on the icon —> 3. This will open a slider that you can move back and forth to rotate the element.
g. Switch Elements
If you have more than one element planogrammed on a fixture, you can select two elements and switch their spots.
By clicking on the
icon, you have the ability to easily switch the position of two elements. This allows you to quickly execute changes in positions of your elements on the fly.
—> 1. Select the two elements you would like to switch. —> 2. Click —> 3. Your elements have switched hotlinks
Note: You can only select 2 elements at a time to switch positions.
h. Holtlink Numbering
Hotlinks have numbers associated to them based on the order that they were assigned to the fixture.
—> 1. Click on —> 2. Numbering will be added to the hotlinks that have been placed on the fixture.
As you can see in the below example there are green and blue hotlinks and associated numbers. The green hotlinks and numbers identify devices and the blue identifies POP. For details on planogramming devices, please refer to the Planogram: Devices User Guide.
Note: In some cases you will see that the numbering is repeated for both devices and POP —> Below you can see the #1 on the large POP as well as #1 on a device hotlink, the colour coding allows to differentiate between devices and POP.
i. Refresh & Delete
Devices - Remove Element
When you select a device and then click on the
icon, the device is removed from the fixture and replaced with a red placeholder with an X - This indicates that the device has been removed and will show a status of “removed” when a user is viewing the planogram.
Note: This hotlink will remain empty until another element has been composed and overrides the “removed” element.
3. Planogramming Devices by Import
Planogram Devices - From Import
To add Devices by importing, you click on the
icon. This will open a pop up that will allow you to import devices by choosing a file or copy and pasting from a file.
To copy and paste you can copy the SKUs in an excel file and paste them in the window - When you click “assign” the devices will be placed on the fixture.
To import via “Choose File”, click on “Choose File” and select the file you would like to import. Noting that the file format needs to be tab delimited.