Template catalog

The catalog shows the list of available template projects and shelving bays which you can drag into your current planogram project.

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Source (Template catalog)

Two sources are available for templates, with radio buttons for the choice:

Predefined examples (Template catalog)

This catalog contains examples provided with the software in three categories:

Personal (Template catalog)

This catalog contains templates created by yourself or your colleagues. If it’s empty, for instructions on how to create templates, please consult Template.

Classification (Template catalog)

On the left side of the pane, your items are listed in a hierarchical menu with 3 levels, each level labelled as defined in Project classification properties (Settings).

Each level displays a list of classification values assigned to each project in Project classification properties.

For help on navigating the classification pane, consult Classification (Catalog of products), because the principle is the same for the products catalog.

Note: the classification of Predefined examples (Template catalog) cannot be changed.

Search by text (Template catalog)

A search filter is also available to help you find the desired template. For help on using this feature, consult Search by text (Catalog of products), because the principle is the same for the products catalog.

List (Template catalog)

The right side of the catalog pane displays the list of templates corresponding to your current choices in the classification tree or to your text search.

Each template is represented by its project thumbnail and name.

Inserting templates into a planogram

You can insert as many templates as you wish into your current planogram project:

  1. Find the desired template in the catalog using the classification or the text filters.
  2. Drag it to the desired insertion location in the visualization area.

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  1. The content of the template is added to your current planogram.
  2. Select and re-position the inserted elements where you want if necessary.
  3. Repeat the above steps to insert more templates into your planogram.
  4. Save your project (or save as… if you don't want to overwrite your initial project).

The way template are placed depends on the state of Free bay placement:

 

Notes:




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