Catalog of products

This pane reflects all the products you have in your database. This is where you can select and drag your products into your planograms.

Classification hierarchy (Catalog of products)

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

Each level displays the list of classification values assigned to your items:

• 1^st level at the top (A [A: Classification - level 1])
• 2^nd level in the middle (B [B: Classification - level 2])
• 3^rd level at the bottom (C [C: Classification - level 3])

Clicking on the values in the hierarchy filters the items displayed in the catalog.

When you select an item in the 1^st level of the hierarchy, only the items matching your choice are shown at the 2^nd level, and so on for the 3^rd level.

Note: items with empty values for a given level in the hierarchy are shown in the (undefined) group for this classification level.

Tip: You can display all items for any of the classification level by selecting the “*” symbol.

Tip: You can navigate in the classification list with the keyboard:

• Move up/down in the list content with the Up/Down arrow keys.
• Move down in the classification levels with the Tab key.
• Move up in the classification levels with the Shift + Tab keys.

Search by text (Catalog of products)

Just above the catalog thumbnails, a text box lets you type text to search and display matching items. When using this method to find items, the hierarchy is grayed out and PlanogramBuilder looks in your entire database to find items matching the text you entered.

Supported values and search rules:

• Multiple keywords must be separated by spaces
• All keywords must be present to match a product
• Keywords are not case sensitive
• The order of keywords doesn’t matter

Example: type frozen CHOCOLATE in the text box. It will display all the items containing chocolate AND frozen in their name.

By default, the search function searches by item name, but you can also set it to search by another property, such as Reference or a combination of properties (consult Captions & Search). Note that the label of Search by text (Catalog of products) is updated to match your selected search criteria.

To get back to the classification filter method, you can clear the search box with the Clear button.

Thumbnail list (Catalog of products)

The right side of the catalog pane displays the list of products corresponding to Classification hierarchy (Catalog of products) or to Search by text (Catalog of products).

Each product is represented by a thumbnail and a text description.

By default, the thumbnail caption is the product name, but you can also set it to another property, such as Reference or a combination of properties (consult Captions & Search).

Adding products to a planogram

To place a product from the catalog into your current planogram:

1. Find the desired product in the catalog using the classification or the text filters.
2. Hold the mouse button down and drag the product to the desired location on the shelving:

3. Release the mouse button once you have reached the desired location. The item is placed on the shelving.
4. Once a product has been placed in your planogram, its thumbnail background changes to a lighter color in the catalog, helping you identify the products already used:

 

Notes on the number of products placed:

When you place a product with standard, stackable or pegged behavior, PlanogramBuilder automatically places as many instances in depth as possible on the shelf depth, unless you have predefined Facings deep in the database for this product.

• Only 1 Facings wide and 1 Facings high is placed by default.
• After placing the product, you can change the number of instances that should be placed. This can be done by specifying values in Item Info or with the mouse in Adjust product quantity.
• Products with tester behavior are always placed as single instances in front of other products.

Tips:

• If there is no back panel on your bay, make sure to position your mouse cursor exactly on a shelf when you release the product, otherwise the product won't be placed on the shelf.
• There are times when you may want to temporarily disable collisions to avoid displacing other products while placing a product. Hold the C key pressed while dragging the product to achieve this. Collisions can also be entirely disabled in Collisions (Settings), or for specific products in Collisions (Item properties) in case they must overlap.
• You can lock accessories in place (Locked accessories) to prevent accidentally moving existing accessories while placing products.
• If you have room elements in your project, you may want to hide them while working with products, so the walls are not blocking the view of shelving (consult View the room).
• By default, the actual hooks are displayed in PlanogramBuilder for pegged products. To toggle visibility of the hooks, consult View peg hooks.
• You can control the area where products can be placed by setting margins in Parameters (Selected shelves) and in Parameters (Selected back panels).
• You can allow products straddling on 2 bay components in Allow lateral overhang (Selected shelves) and in Allow lateral overhang (Selected back panels).
• You can configure the application so products are automatically positioned adjacent when they are close to each other (Auto snap distance).
• You can limit the number of products allowed on any shelf with Max. of products on width.

 

Replacing products in a planogram

You can replace a product already in your planogram by a product from the catalog. This lets you exchange products in a slot quickly without having to manually delete the product to replace.

Instructions:

1. Press and hold your mouse button and the Alt key on a product in the catalog.
2. Drag the product from the catalog over the product to replace in your planogram.

3. Release the mouse button and the Alt key.
4. The product replaces the old product.

 

Notes:

When you replace a product, all parameters of the replaced product are transferred to the new product (Product behaviors, Collisions (Item properties), Width gap, etc.), except the number of instances (Facings wide, Facings high, Facings deep) which is automatically computed as follows:

• The new product will have as many instances as can fit in the space used by the old product block.
• If the new product is larger than the old product block, it will still be placed if there is enough space between the neighboring items.
• If there is not enough space between the neighboring items to place at least one new instance of the new product, the replacement isn’t performed.

E.g., if you replace a product by one that has the exact same dimensions, the same quantity is placed in the space.