Import Project Syntax

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Your Excel file must contain some compulsory information and can have some optional data as well.

Each line in the spreadsheet represents one reference to import.

There are various types of items, each supporting specific parameters. The type of items and the parameters are each represented by one column in your file.

Example of file to import:

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The table below shows the available parameters and values for each type of items.

type

reference

shelf/Row

Horizontal ID

Facings Wide

Facings High

Facings Deep

Behavior

project

project name

N/A

N/A

N/A

N/A

N/A

N/A

placement

center / fill width

/ left / right

N/A

N/A

N/A

N/A

N/A

N/A

spacing

float number in current meas. unit (ex: 2.5)

N/A

N/A

N/A

N/A

N/A

N/A

product

The product reference

integer number
(ex: 2)

integer number
(ex: 2)

integer number
(ex: 2)

integer number
(ex: 2)

integer number
(ex: 2)

the product behavior

shelf Tool

The shelf Tool reference

integer number
(ex: 2)

integer number
(ex: 2)

integer number
(ex: 2)

integer number
(ex: 2)

integer number
(ex: 2)

the shelf Tool behavior

space

N/A

N/A

integer number
(ex: 2)

N/A

N/A

N/A

N/A

section

The section name

integer number
(ex: 2)

integer number
(ex: 2)

integer number
(ex: 2)

N/A

integer number
(ex: 2)

N/A

section start

The section name

N/A

N/A

N/A

N/A

N/A

N/A

Item Types

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In your spreadsheet, a column labeled type lets you specify the type of item you to import. This column is required unless you want to import only items of the type product.

Available item types are:

project

This type of item lets you reference a previously saved project as a container for the products and shelf tools to import.

To place products in the referenced project, add one line with the project type and enter the name of one of your planogram projects under reference. The importer will load the referenced project and try to place the items listed in your spreadsheet on the first bay of the referenced project.

To generate a generic bay automatically based on the space required by the imported items, don’t add a project line or specify no project name under reference.

Note: If the referenced project cannot be found, the importer creates a generic bay.

Note: If there are several projects with the specified name, the imported uses the most recently saved project amongst those.

placement

This item can be used to specify the way products are distributed on shelves. Two values are allowed for placement under reference:

center: (default value if empty). upon import, all items are placed as close to each others (also taking into account the above spacing value) and centered on the center of the shelf.

fill width: upon import, all items are distributed with equal spacing so as to fill the whole width of the screen.

left: upon import, all items are placed as close to each others (also taking into account the above spacing value) and pushed against the left edge of the shelf.

right: upon import, all items are placed as close to each others (also taking into account the above spacing value) and pushed against the right edge of the shelf.

Note 1: This parameter is only effective on shelves that contain only products. For shelves which also include shelf tools, the items are placed as if the value left was specified.

Note 2:  If the spacing value is higher than the calculated space for placement, items are placed according to the spacing value. In this case if there is not enough room on a referenced project bay, some items may not be placed in the planogram.

spacing

A line of this type can be used to specify the desired lateral space between imported items in your current measurement units (as set in Settings). Enter the distance for spacing as a number in the reference column on this line. Enter 0 if you want your products adjacent or automatically spread on the shelf width with fill width placement.

product

(this is the default value if no type is specified). Enter this type on each line that references a product. Enter the product reference as value in the reference column.

Note: Pegged products can be imported, but they require a physical shelf on the bay referenced by project. If there is no referenced project in your Excel file, shelves are automatically created for pegged products. Please note that you can and should indeed delete these “extra” shelves after import without removing the pegged products.

shelf Tool

Enter this type on each line that references a shelf tool. Enter the shelf tool reference as value in the reference column.

Note: Shelf tools which don’t attach to a shelf can be imported, but their placement may be unpredictable (ex: panels, bay headers). For such Shelf Tools, don’t specify a shelf/row nor a Horizontal ID value in the file to import.

space

Enter this type on a line to create an empty gap between two items. This type of item doesn’t need any value under reference. The space item is only taken into account by the importer if a Placement line with a value of fill width is present.

section

This type of items lets you import a whole group of items as defined within the same spreadsheet by a section start. Typically you can use sections to place groups of items which always belong together on the shelves. Enter the name of the section to import under reference.

section start

Defines the content of a section (group of items). Enter a representative name for the section under reference. All items listed in lines below the section start line become part of the group. The end of the section group is defined by the line above the next section start, or by the end of the file if there is no section start line below. This means you should always place all section definitions at the end of your file, below any items that is not part of a section.

Here is an example of a file using a section:

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Notes about sections:

Section1 is defined at the end of the file with a section start type and 3 products listed below. The second product in the section will be placed twice in width.

Section1 is inserted on shelf 3 at horizontal ID 2, inbetween z.01.03.02.11 and z.01.03.02.07.

Horizontal IDs are incremented for all items including those defined in the section. In this case this means that the item to the right of the section should have an horizontal ID value of 5 to account for the 3 ID’s in the section. Of course remember that horizontal Id’s are optional, so you can also leave them blank and have items automatically be placed from left to right according to input line order.

Facings Wide is supported in section. It will repeat the section in width as per the specified value.

Facings High is not supported at the section level.

Facing Deep is supported at the section level. It is used only for items with no Facing Deep value specified at theitem level. In the above example, facings deep will be 2 for MidiBot mean orange, and 1 for the other items in the section. 

 

Note about Item Types: All the item type values listed above are in English even if you have set PlanogramBuilder to another language.

 

Item parameters

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The other columns represent parameters for the items to import.

Reference

(compulsory) Use one line per item in this column to specify the reference of each item you want to import.

References with no match in your database are disregarded.

Shelf/Row

Use this column to specify a number for each item telling to which shelf it must be assigned. The numbering scheme is the same than the one used for Publish Reports (topmost shelf number = 1). products assigned to the same shelf are added from left to right following their order of appearance in the input file.

Note: if this column is not there or no value is entered, items are placed from the upmost to the lowest shelf based on the order they appear in the spreadsheet.

Note: if you enter 0 under shelf / Rows for some items, they are treated as “spare products” and placed in a second pass at the right of assigned products (top to bottom).

Horizontal ID

this parameter lets you specify in which order on the shelf from left to right each item is to be placed. Specifying the same value for several products on the same shelf will stack them on a single pile.

Note: If this column is not there or no value is entered, items are placed from left to right on the shelf in the order listed in the Excel file.

Note: mixed product stacks (different references in the same stack) require Facings Wide = 1 for all products in the stack.

Note:if you don’t specify a horizontal ID for products with the tester behavior, they are placed on the shelf in front of the closest above product listed in the input file. Ex: If you wish to place tester A in front of product A, create one line for product A and one line just below for tester A. Otherwise specify a horizontal ID of the same value.

Facings Wide

Lets you enter an optional number (default = 1 if unspecified) for each product telling how many lateral repeats of the same product must be placed on shelf (see Facings Wide).

Facings High

Lets you enter an optional number (default = 1 if unspecified) to specify how many times the product is stacked vertically (see Facings High).

Facings Deep

Use this column if you wish to specify a fixed number of Facings Deep (see Facings Deep).

Note: if this column is not present, the number of units in depth is automatically calculated based on shelf depth or peg length, as in interactive planogramming.

 

Note about item parameter column labels: All parameter column labels are indicated in English in this user guide (ex: Facings High). You must however use the corresponding column label based on your language setting. Column labels in your language can be retrieved from the database or by publishing a report.

 

General notes for Import Project:




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