This User Guide will explain new features in v5 that you will be using day to day in your store:
1. Product Database
2. Adding Products
3. Planogram Products
4. Timeshift to Review
The following terms will be used throughout this user guide.
Product: A physical item that is merchandised in locations.
Product Database: The product database contains all products that that have been added to the system. By default only active products are displayed in the product database.
Product Category: The classification of products by type or functionality.
Product Brand: The company that produces the product.
Planogram: The action of placing elements (POP, Devices and Products) on a fixture.
Shelf: Represents an area where products can be placed.
Timeshift: The ability to review the upcoming planogram changes and viewing the fixtures as they will look on the day the Campaign launches.
Icon Definition: Planogram Product View
The product database contains all products that that have been added to the system. By default only active products are displayed in the product database.
1. Navigating to the Product Database
To navigate to your product database from your home screen:
—> Click on
—> Click on Products —> You will be redirected to the product database
2. Configure Product Settings
Before you can add Products to the system you will need to configure the Product Categories and Brands. To do this:
—> 1. Click on Configure —> 2. You will see the configuration options
2. A. Configure Product Settings - Category
—> 1. Click on Category —> 2. Click on Add Category —> 3. Enter Category Name —> 4. Click on Save —> 5. Your category is now available
Note: To edit or disable the category, hover over the line item and click on Edit Name or Disable
2. B. Configure Product Settings - Brand
—> 1. Click on Brand —> 2. Click on Add Brand —> 3. Enter Brand Name —> 4. Click on Save —> 5. Your Brand is now available
Note: To edit or disable the brand, hover over the line item and click on Edit Name or Disable
1. Adding Products
You can manually add products to the database. To do this you will need to add in details related to the Product. The Name, SKU and dimensions are the only mandatory details to add a Product.
—> 1. Click on +Product —> 2. Enter the Product Details —> 3. Click on Save
2. Import Products to the Database
You have the option to mass import Products to the database. This will allow you to add multiple products at once if you have a list that needs to be added. Like adding the products manually, the only required fields are: Name, SKU and Dimensions (noted in yellow below).
—> 1. Click on —> 2. Choose CSV File To Import —> 3. Click on Upload —> 4. Your Products are now in the database and can be viewed using the search filters
Note: You do not need to fill in all columns, but all column headers need to be in the file that you upload. The template can be downloaded by clicking on the orange database button.
3. Exporting Product Database
You have the option to export all of the products in the database. This is useful when you have numerous products to add to the system. In that case you can export the database, add all of the new products to the exported template and then reimport the database as shown on page 12.
—> 1. Click on —> 2. The file will download to your computer —> 3. When opened you will see all products and their details populated in the CSV file
4. Import Product Images
You can mass upload Product Images. This can be done for all image views. The naming convention for the various images is noted when you click on the import images button. The naming convention is the Product SKU.Attr for the image view you are uploading.
—> 1. Click on —> 2. Choose Files (JPEG or PNG) and Zip —> 3. Click on Upload Zip File
When in Products View, you have the opportunity to planogram products and make changes to fixtures that have already been composed with Products. Devices 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 Devices or POP while in the Products View.
The action of placing elements (POP, Devices and Products) on a fixture.
Icon Definition: Planogram Product View
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 Product Mode, you have the opportunity to planogram Products. You can do this by planogramming Products from the Product Database.
1. Navigate to Products View
To planogram Products you need to navigate to the product view.
—> 1. Click on the drop down in the right corner —> 2. Select Products
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 Products to
Note: For button definitions and actions, please refer to page 17.
3. Adding a Shelf
To Planogram products from the products database, you first need to add a shelf. Click on the icon. This will create your shelf and you can then adjust the size and placement of the shelf.
4. Planogram Products - From Product Database
To Planogram Products, click on the
icon, this will open the list of products that are entered in the product database. Place products on the fixture by selecting a shelf and then clicking on the product you would like placed on the shelf.
Timeshift to Review