List Content Choice

The Content Choice menu on the left of the list header bar lets you configure what is displayed in the list, as well as the grouping and highlighting of items.

To display the Content choice panel:

  1. Click on the right-pointing arrow next to Content choice.
  2. The panel is now displayed.

To hide the Content choice panel:

  1. Click on the down-pointing arrow next to Content choice.
  2. The panel is now hidden.

Type of Items

Check the type of items you want displayed in the list:

Columns

Check the items properties you want to see listed as columns in the list.

For each property displayed in the list, the value is shown for each item. Totals or average values per group and per project are also shown when possible for numeric and percentage values.

Notes:

Undefined metrics are displayed with the N/A value.

Metrics based on incomplete data have the (MD) (missing data) value appended to the calculated value.

 

The following properties are available:

Picture

Thumbnail: enable this column to display thumbnail images of each item in the list. Thumbnails can help identify each product visually in the listing.

The thumbnail size is adjusted based on the selected font size, and it uses the same viewpoint as in the catalog thumbnails.

Position

Position: this assigns numbers from 1 to n to each product listed. Numbering is assigned based on each item physical location with the following rules:

Tip: To quickly find the position of each product, the Position column can be combined with matching number labels on the products in schematic view.

Bay number: a unique number assigned to each bay. Numbering starts from the left-most bay and ends with the right-most bay in the planogram as seen from the front.

Bay name: the name of each bay as defined in Bay Name. If no name is defined for a given bay, its Bay name is displayed as Bay [Bay number], for example Bay 7 in the item list.

Shelf/Row: when checked, a column shows on which shelf or row of the bay each product is. Note: Even empty shelves are numbered.

Bay – Shelf: this provides a more compact version of item position, combining Bay number + Shelf / Row. Foer example 2-5 means the item is on bay 1, shelf 5.

Horizontal ID: a column numbering items from 1 to n from left to right on each shelf / row. All items stacked vertically in a same stack have the same horizontal ID value.

Note: any item of same reference placed several times side by side and with the same values for Facings Deep and Facings High will account for a single horizontal ID. In this case the Facings Wide value is set to the number of adjacent piles of the item. See the corresponding Facing Wide/High/Deep definitions below.

Description

Enabled, Reference, classification (ex: Category, Brand, Product Line), Name, custom properties (ex: weight, country, etc), Color.

See Database Item Properties for details on each of the above item properties.

Dimensions

Width, Height, Depth.

See Database Item Properties for details on each of the above item properties.

Type

Type: the type of item, either Product or Shelf Tool based on the type defined in the database for each item.

Behavior: outputs each item behavior. For shelf tools, this is the item behavior as defined in the database (see Shelf Tool Behaviors). For products, this is the item behavior as defined in the database, or the item behavior set per facing in the current project if different (see Product Behaviors).

Arrangement

Depth alignment, Width gap, Height gap, Depth gap, Lateral offset, Vertical offset, Collisions:

See Item Properties for details on each of the above item properties.

Facings

Facings Wide, Facings High, Facings Deep:

The number of facings based on what is defined in Item Properties.

The total facings are computed per block of same products, according to the following rules:

Capacity: if checked, a column is created showing the total quantity of each product on one line in the list (= Facings Wide × Facings High × Facings Deep).

Space Used

Linear space [cm] / [in]: the width used by each facings block on the fixture.

For on shelf products (standard): linear space = facings block width. (in the case of shelved products with multiple facings high, each row uses the same shelf and backpanel slot, so we count only the base row of the stack as using linear space)

For pegged products: linear space = facings block width × facings high. (in the case of pegged products with multiple facings high, each row uses a separate backpanel slot, so we count each row as using linear space)

Totals are expressed in the measurement unit selected in Measurement unit.

Linear space [%]: the width used by each facings block expressed in percentage of the total space used by products on a given bay.

for on shelf products (standard): linear space = facings block width.

for pegged products: linear space = facings block width × facings high.

Front surface [cm2] / [in2]: the front area (width × height) used by each facings block. This column also gives the total facing area used by all products on a bay. The values are expressed in the measurement unit selected in Measurement unit.

Front surface [%]: the front area (width × height) used by each product expressed in percentage of the total area used by all products on a given bay. This column always gives a total area of 100%, corresponding to the area used by all products on the bay.

Volume used [cm3] / [in3]: the volume (width × height × depth) used by each product. Totals are expressed in the measurement unit selected in Measurement unit.

Volume used [%]: the volume (width × height × depth) used by each facings block expressed in percentage of the total volume used by all products on a given bay.

Note: Linear space, Front surface and Volume used are computed based on the space taken by each product block including the gaps between facings if any. For example, a product measuring 10cm wide × 8cm high placed as 2 facings wide × 2 facings high, with a width gap of 1cm results in this front surface:

((10cm × 2 + 1cm) × (8cm × 2)) = 336cm2

Price

The columns described below let you to display pricing information in your list:

Wholesale price:  the buying price of each product in your planogram.

Retail price (tax excl.): the retail price before tax of each product in your planogram.

Retail price (tax incl.): the retail price including tax of each product in your planogram.

Single item markup: the difference between Wholesale price and Retail price (tax excl.).

Sales tax rate: the sales tax rate in percentage of the retail price (tax. Excl.) for each product.

 

Note: these columns require a Price List.

Note: products with missing values display an N/A value.

Sales

Quantity sold: This column lets you to display sales information in your list.

For each product in your planogram, this column shows the number of items sold based on the currently loaded sales figures (ex: the number of items sold last month in New York stores).

Note: this column requires sales figures.

Note: products with missing values for quantity sold display an N/A value.

Analysis

Project analysis value: the current Project Analysis result for each product

The information in this column can vary; see Project Analysis to configure the data to display.

Note: products with missing value display an N/A value.

On shelf value

Wholesale value

Retail value

Markup

Markup percent

Profit margin

 

Please see On shelf value in the Project Analysis section for an explanation of the above values.

Note: Columns with the above values also display the super header “On shelf value” above the column header(s).

Note: products with missing values display an N/A value.

Sales forecast

Wholesale value

Retail value

Markup

Markup percent

Profit margin

 

Please see Sales forecast in the Project Analysis section for an explanation of the above values.

Note: Columns with the above values also display the super header “Sales forecast” above the column header(s).

Note: products with missing values display an N/A value.

Grouping

You can group items in the Project Item List by any available property.

When using groups, sub-totals per group are also displayed for applicable columns (percentages and numeric values).

To group items in the list:

  1. In the List content, under Columns, right-click on the property name by which you want to group items. For example, right-click on Bay number.
  2. A context menu is displayed.
  3. Select Group by Bay Number.
  4. The list of items is now grouped by Bay number. A group icon is also displayed in the Project Item List header bar showing the curent grouping property.

To ungroup items in the list:

  1. Right-click anywhere within the Project Item List panel to show its context menu.
  2. Select Group by (None).

To expand / collapse a group in the list:

  1. Click on the right-pinting / down-pointing arrow next to the group name in the list.

To expand / collapse all groups in the list:

  1. Right-click anywhere within the Project Item List panel to show its context menu.
  2. Click on respectively Expand all groups / Collapse all groups.

 

Example of grouped items: the screenshot in Project Item List shows an example of the list grouped by Bay name.

Highlighting

You can highlight items in the Project Item List by any available property.

  1. In the List content, under Columns, right-click on the property name by which you want to highlight items. For example, right-click on Category (or Project analysis value).
  2. A context menu is displayed.
  3. Select Highlight by Category (or Project analysis value).
  4. The list of items is now highlighted by Category (or Project analysis value). A group icon is also displayed in the Project Item List header bar showing the curent grouping property.
  5. The products in the visual area are also highlighted by Category (or Project analysis value), and a color range bar is displayed above the visual area as a legend if applicable (for numeric and percentage values).

To un-highlight items in the list:

  1. Right-click anywhere within the Project Item List panel to show its context menu.
  2. Select Highlight by (None).

 

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Example of products highlighted by category in the Project Item list

 

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Example of products highlighted by category in the viewing area




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