Database Setup

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Note: Only available to a PlanogramBuilder Administrator

Video tutorial on this topic: 4: Introduction to the database

 

In this section, you will learn how to customize your database structure to match your product classification structure.

Important Note: Please perform this step prior to start filling your database with products, because your customization will have an impact on all future Database Editor Tools.

Item Classification Properties

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PlanogramBuilder provides 3 properties (A:, B: and C:) to classify your products and shelf tools as you do in your business (not applicable to materials). By default, these properties are respectively named Category, Brand and Product Line. You can change these values to match your own classification criteria.

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To customize these properties, please do the following:

1.      Click on Settings.

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2.      Under Settings affecting all users, Item Classification Properties, select a value from the drop-down list for each property (A:, B: and C:).

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The above image reflect example 3 on table below

Standard values: Brand, Brandline, Category, Group, Main Group, Manufacturer, Product Line, Region, Sub-brand, Subcategory, Subgroup.

Custom values: If the standard values don’t fit your needs, you can also select the value named Custom in the drop-down list. In this case a new text field will appear where you can type a custom value, such as shown below with the values Year and Country.

For example, you may choose one of the following combinations of classification criteria:

 

Default values

 

Example 1

 

Example 2

 

Example 3

Classification property A:

Category

 

Category

 

Category

 

Country

Classification property B:

Brand

 

Subcategory

 

Group

 

Category

Classification property C:

Product Line

 

Region

 

Year

 

Subcategory

3.      Your choices will be reflected in Database Editor headers, as well as in Product Catalog, Shelf Tool Catalog and reports.

Item Custom Properties

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PlanogramBuilder also provides up to 6 additional user-defined properties for items to let you optionally add attributes for each product or shelf tool (not applicable to materials). To activate a custom property, you must enter its label. Once labeled, the property becomes available in your database and you can then assign any text value for each item in your database. You can then output the values of these properties in your published reports for example.

As an example, let’s create a property to hold the weight of your products in your database:

1.      Click on Settings

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2.      Under Settings affecting all users, Item Custom Properties, type in the label of Custom property 1: Weight, then press enter to validate.

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3.      The Weight custom property is now defined and Weight values can be assigned to your products and shelf tools. The custom property is also reflected within several PlanogramBuilder features:

·         Database Editor detailed view

·         Report columns

·         Import projects

·         Schematic view labels

·         Products / Shelf Tools catalog captions and search

Note: Custom properties which you have not labeled are not available for your products and shelf tools.

Note: Unicode characters can be used for the labels of Item Custom Properties.




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