Tutorial

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In this section you will find instructions for testing the Import Project task.

Note: This tutorial is designed to work with the sample projects, products and shelf tools delivered with PlanogramBuilder. If you have already deleted these sample items, you will need to modify the sample import file to use your own bays and products.

Part 1

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You will do a simple import from Excel to PlanogramBuilder.

  1. Download the following file and save it on your desktop:
  2. https://planogrambuilder.com/downloads/sample%20files/project%20import%20sample%20input%20file.xlsx
  3. Launch PlanogramBuilder
  4. Click on the Manage button. Verify in the list that you see a project named Sample empty bay. If it’s missing:
  5. Download the following file and save it on your desktop: https://planogrambuilder.com/downloads/sample%20files/sample%20empty%20bay.xlsx.
  6. Click the Restore button.
  7. Click Ok at the warning.
  8. Select the downloaded file and click Open.
  9. Click on the Import Project tab to access this task.
  10. Click on the Open button on the bottom toolbar to open the file browse dialog.
  11. Select and Open the file named project import sample input file.xls
  12. Click Yes in the warning box if you need to save your current project, otherwise click No.
  13. Wait for the import to take place and see the results in the visual area.

Part 2

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Now you will modify the Excel file and see the resulting changes in real-time. You must complete Part 1 of this tutorial before doing part 2.

  1. In PlanogramBuilder, Import Project Task, check Auto-reload.
  2. Click No in the warning box: you don’t need to save the project imported at part 1.
  3. Click on the Browse button, select and open the file named project import sample input file.xlsx. In the auto-reload mode, the file is linked to the importer and continuously reloaded to show any changes. You can already see the result of the import process in the viewing area.
  4. Now launch your spreadsheet application and open the input file (project import sample input file.xlsx). Tip: Try to place PlanogramBuilder and your Spreadsheet application side-by-side on your screen or on two screens if you can. This will let you better see the results of changes you will bring.
  5. In the spreadsheet, on line 3, change the placement value from fill width to center.
  6. Save the Excel file. This automatically updates the placement of your items in PlanogramBuilder. You can see that all products are pushed to the left and there is some remaining space on the right of the shelves.
  7. On lines 21, change the value of Facings High from 1 to 3 to stack more tomatoes.
  8. Save the Excel file. This automatically updates the planogram layout in PlanogramBuilder according to the last changes made in Excel.
  9. You can continue to test various changes in your spreadsheet, such as removing the project reference to have a bay automatically generated.

 




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