Tools and commands (Modify bays)

The object editing toolbar contains several tools and commands to work with shelving in your planogram.

Some additional commands that also apply to most objects can be found in another toolbar described here: General edit commands:

All the tools and commands to work with shelving are also available in Main Menu > Edit:

The tools and commands which are specific to Modify bays are described below.

Free bay placement

Specifies whether bays can be positioned and oriented freely in the current project.

Supported values:

Pressed (checkmarked): bays can be positioned and oriented freely. This mode is well suited for planograms that represent a retail area with non adjacent bays, several aisles, a shop-in-shop or simply multi-sided bays.
Not pressed (not checkmarked): bays cannot be positioned freely. In this mode, they are automatically placed side-by-side adjacent and parallel to each other. You can still move the bays to rearrange their order from left to right. This mode is well suited for planogram projects that represent a single store aisle.

Default value: Not pressed (not checkmarked)

Example with Free bay placement checkmarked

Example with Free bay placement not checkmarked

Warning: Unchecking Free bay placement in a project that contains freely positioned bays will reposition all bays to be aligned and adjacent to each other. If you accidentally do this, you can recover the changes with Undo (Edit).

Notes:

The selected value for Free bay placement is saved with the current project.
If your current project has Free bay placement not checkmarked and you merge (Insert (project)) a project that has Free bay placement checkmarked, Free bay placement will automatically be checkmarked for the current project to allow positioning the added bays correctly.

Tips:

Create the actual retail space architectural components in Room.
Use Walk to simulate walking in the retail area.

Edit bays

This tool lets you select whole bays to perform various operations such as editing their properties, moving and copying them.

Keyboard shortcut: B

Notes:

Switching to the task named Modify bays automatically activates this tool. Exception: if the tool named Edit bay components is active, it remains so to avoid loosing the current selection of bay components.
The keyboard shortcut and the menu command activate this tool, but they don't activate the task: Modify bays.

Tip: If you are using this tool but the task named Modify bays is not active, double-clicking on any bay switches to the task named Modify bays and displays the selected bay properties.

Select (Edit bays)

Bays can be selected and manipulated as whole entities.

Click on Edit bays in the toolbar or in the main menu > Edit.
Select bays:

To select one bay, click on it in the visualization area.
To select multiple bays:

i. hold the Ctrl key and click on them.

ii. or draw a rectangle with your mouse pointer across the desired bays.

Selected bays become highlighted in blue. You can then perform several tasks such as deleting, moving, changing dimensions, etc. You can also change common parameters on all parts of the selected bays. For example, assign one color to all components without having to select each component separately.
To deselect bays, click on empty zone of visualization area.

Move (Edit bays)

You can move bays with the mouse.

Click on Edit bays in the toolbar or in the main menu > Edit.
Select the bays to move. They become highlighted and a move pointer is displayed.
Use Orbit to make the desired surfaces face the screen.
Drag the selected bays with the left mouse button pressed.
Release the mouse button.

The way the bays are moved depends on the state of Free bay placement:

With Free bay placement not checkmarked: the bays are moved laterally to the closest position adjacent to another bay or between two bays, pushing the others to make space.

With Free bay placement checkmarked: the bays are moved in any direction to the target position. If there are other bays at this position, they may overlap. To constrain the movement to a single axis, hold the Alt key pressed and drag the bays along the desired axis (the cursor indicates the axis).

Tips:

With View grid not checkmarked, bays are moved to 1 cm (or 0.5”) rounded position values.
With View grid checkmarked, bays are snapped to the grid lines.
To move bays completely freely, you can hold the space bar while moving, producing a slower motion and preventing position rounding.

Note: Dragging is convenient for quick mouse editing but you can also specify precise position values in the parameters of Selected bays:

Copy by moving (Edit bays)

You can copy bays with the mouse on a horizontal plane.

Click on Edit bays in the toolbar or in the main menu > Edit.
Select the bays to move. They become highlighted and a move pointer is displayed.
Use Orbit to make the desired surfaces face the screen.
Hold the Ctrl key and drag the selected bay to the desired new position.
Release the mouse button.

The way the bays are copied depends on the state of Free bay placement:

With Free bay placement not checkmarked: the bays are copied laterally to the closest position adjacent to another bay or between two bays, pushing the others to make space.
With Free bay placement checkmarked: the bays are copied in any direction to the target position. If there are other bays at this position, they may overlap. To constrain the movement to a single axis, also hold the Alt key pressed and drag the bays (the cursor indicates the axis).

Tips:

With View grid not checkmarked, copied bays are placed at 1 cm (or 0.5”) rounded position values.
With View grid checkmarked, bays are snapped to the grid lines.
To copy bays completely freely, you can hold the space bar while dragging, producing a slower motion and preventing position rounding.

Note: Copying bays with your mouse is convenient for quickly duplicating bays. You can later reposition them precisely with the parameters of Selected bays:

Resize (Edit bays)

Bays can be resized with the mouse.

Instructions:

Click on Edit bays in the toolbar or in the main menu > Edit.
Select the bays to move. They become highlighted with round handles along the front-most surfaces. If the round handles do not appear on the side to resize, use Orbit to make it face the screen.

Grab a handle and drag it until your bays reach the desired size. The corner handles let you resize in two directions, while the handles at the middle of edges let you constrain resizing to one direction.

Release the mouse button. The bays are resized. Note that shelf and panel spacing is automatically recalculated while maintaining the thickness of such components.

Important note:

Please consult Resizable with bay (Selected bay components). This parameter defines for each component if it should be scaled with the whole bay.

Notes:

Bays are normally resized to 1 cm or 0.5” rounded position values.
To resize bays completely freely, you can hold the space bar while resizing, producing a slower motion and preventing dimension rounding.

Tips:

Handles are convenient for quick mouse resizing, but you can also specify precise dimension values in the parameters of Selected bays:

With View dimensions, you can display the dimensions of the resizing rectangle while resizing. This is useful if you know in advance the space to allocate to the bays:

With View dimensions, you can also display the actual exact dimensions used by all bays:

Rotate bays

If Free bay placement is activated, you can rotate bays with your mouse around the vertical axis:

Click on Rotate bays in the main menu > Edit, or the corresponding button on the object editing toolbar.
Select the bays to rotate. They become highlighted in blue.
Press the mouse button and drag your mouse to the left or right to rotate the bays.
Release the mouse button when the bays have the desired orientation.

Notes:

The rotation center is located at the center of the selected bays and is indicated by an axis tripod.
With the View grid not checkmarked, bays are rotated to 5-degree rounded values.
With View grid checkmarked, bays are rotated to 90-degree rounded values.
To rotate the bays completely freely, you can hold the space bar while rotating, producing a slower motion and preventing orientation rounding.

Tip: Handles are convenient for quick mouse editing but you can also specify precise orientation values in the parameters of Selected bays: Orientation.

Edit bay components

This tool lets you select bay components (individual part of the bays) to perform various operations such as editing their properties, moving and copying them.

Keyboard shortcut: S

Tip: If you are using this tool but the task named Modify bays is not active, double-clicking on any bay component switches to the task named Modify bays and displays the selected bay component properties.

Select (Edit bay components)

You can select each bay component separately and perform various operations such as editing the components and their properties or moving and copying components.

1. Click on Edit bay components in the toolbar or in the main menu > Edit.

2. Select bay components:

To select one component, click on it in the visualization area.
To select multiple components:
- hold the Ctrl key and click on them.
- or draw a rectangle with your mouse pointer across the desired components.

3. Selected components become highlighted in blue. You can then perform several tasks such as deleting, moving, changing dimensions, etc. You can also change common parameters for selected components (consult the list of parameters in Selected bay components). For example, assign one color to several components.

To deselect bay components, click on an empty zone of the visualization area.

Note: you can select multiple components each belonging to different bays.

Move (Edit bay components)

You can move selected bay components laterally or vertically with your mouse:

Click on Edit bay components in the toolbar or in the main menu > Edit.
Select bay components to move. They become highlighted and a move pointer is displayed.
Use Orbit to make the desired surfaces face the screen.
Drag the selected components with the left mouse button pressed. To constrain the movement to a single axis, hold the Alt key pressed and drag the components (the cursor indicates the axis).
Release the mouse button when you are happy with the new position.

Notes:

Bay components are normally moved to 1 cm or 0.5” rounded position values. For example, if you move a shelf up from an original distance from the ground of 141.2 cm, it will be repositioned at a rounded new distance from the ground (e.g., 163.0 cm).
To move a component completely freely, you can hold the space bar while moving, producing a slower motion and preventing position rounding.
When moving shelves, Collisions (Settings) are automatically temporarily de-activated to allow crossing other shelves even if there are products.

Tip: Dragging is convenient for quick mouse editing but you can also specify precise position values in the parameters of Selected bay components:

Distance to back

Copy (Edit bay components)

You can copy selected bay components with the mouse.

Click on Edit bay components in the toolbar or in the main menu > Edit.
Select bay components to copy. They become highlighted and a move pointer is displayed.
Use Orbit to make the desired surfaces face the screen.
Hold the Ctrl key and drag the selected components. To constrain the movement to a single axis, also hold the Alt key pressed pressed and drag the components (the cursor indicates the axis).
Release the mouse button when you are happy with the position.

Tip: Copying bay components with your mouse is convenient for quickly duplicating shelves or other panels. You can later reposition them precisely with the parameters of Selected bay components:

Lateral offset (Selected bay components)

Resize (Edit bay components)

You can resize bay components with the mouse.

Click on Edit bay components in the toolbar or in the main menu > Edit.
Select bay components to copy. They become highlighted with round handles along the front-most surfaces. If the round handles do not appear on the selected components, use Zoom to enlarge them on screen. If the round handles do not appear on the surfaces to resize, use Orbit to make them face the screen.

Grab a handle and drag it until your components reach the desired size. The corner handles let you resize in two directions, while the handles at midpoint along edges let you constrain resizing to one direction.

Release the mouse button.

Notes:

Bay components are normally resized to 1 cm or 0.5” rounded position values.
To resize a component completely freely, you can hold the space bar while moving, producing a slower motion and preventing dimension rounding.

Tip: With View dimensions, you can display the dimensions of the resizing rectangle while resizing. This is useful if you know in advance the space to allocate to the bay components:

Tip: With View dimensions, you can also display the actual exact dimensions used by all bay components:

Note: Handles are convenient for quick mouse resizing, but you can also specify precise dimension values in the parameters of Selected bay components:

Align and space (Selected bay components)

You can apply various spacing and alignment presets to a group of selected bay components. For example, you can select multiple shelves and space them all evenly vertically.

Instructions:

1. Click on Edit bay components on the toolbar or in Main Menu > Edit.

2. Select the desired bay components. They become highlighted and a move pointer is displayed.

3. Click on one of the align commands on the object editing toolbar or in Main Menu > Edit> Align and space.

4. Selected bay components are aligned accordingly as described below.