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<!-- If the browser does not support frames put the first topic content here --> <div class="WordSection1"> <h2><a name="_Toc125540002" id="_Toc125540002"></a><a name= "_Ref126065724" id="_Ref126065724">PlanogramBuilder Light - User Guide</a></h2> <p class="MsoNormal"><img width="848" height="776" src= "../common/images_light/planogrambuilder_cover.jpg" alt= "image"></p> <p class="MsoNormal"><b>Version 47 - February 2023</b></p> <p class="MsoNormal"><b> </b></p> <h3><a name="_Ref126066142" id="_Ref126066142">What’s new in version 47</a></h3> <p class="MsoNormal"><b>Attention: all users must update PlanogramBuilder before February 17, 2023.</b></p> <p class="MsoNormal">Instructions and download link: <a href= "9_InstallPlanogramBuilder.htm#_Ref125649486">Install PlanogramBuilder</a></p> <p class="MsoNormal"> </p> <p class="MsoNormal">You can now install the PlanogramBuilder update as a standard Windows user if allowed by company policy, but you may still need IT assistance if a message pops up.</p> <p class="MsoNormal">If you can't complete the update yourself, make sure to ask your IT to install the update before the above date.</p> <p class="MsoNormal">PlanogramBuilder now requires at least Windows 8.1. Please upgrade your OS if you are still using an older Windows version.</p> <p class="MsoNormal"> </p> <p class="MsoNormal"><i>Note for IT staff</i>: the parameters for unattended installation have changed, so you may need to update your install scripts if any. Details in the above link.</p> <h4><a name="node0" id="node0"></a>News for the user guide</h4> <p class="MsoNormal"><b>The user guide has been completely reworked with many improvements, especially for non-English users.</b></p> <p class="MsoNormal"><img border="0" width="1312" height="738" src= "../common/images_light/user_guide.jpg" alt="image"></p> <p class="MsoNormal"> </p> <ul style='margin-top:0cm' type="disc"> <li class="MsoNormal">The user guide is now available directly in all supported languages. You can switch language directly in the online user guide from the language menu at the upper-right corner.</li> <li class="MsoNormal">All terms of the user interface are now displayed in the user guide in your selected language.</li> <li class="MsoNormal">All images of the user interface are now displayed in the user guide in your selected language.</li> <li class="MsoNormal">The user guide sections have been re-organized to reflect the layout of tasks, panes and screens of the application.</li> <li class="MsoNormal">All parameters available in PlanogramBuilder are now listed in more details.</li> <li class="MsoNormal">Many more topics can now be searched with the online user guide search function.</li> <li class="MsoNormal">Sample files listed in the user guide are now available in all available languages.</li> </ul> <h4><a name="node1" id="node1"></a>News for the user interface / performance</h4> <ul style='margin-top:0cm' type="disc"> <li class="MsoNormal">Most panes of the interface can now be resized by dragging the border between two panes. Example: project item list, item property pane, project properties.</li> <li class="MsoNormal">Some terms of the user interface have been revised for clarity and consistency across languages. Here are some examples of changes:</li> </ul> <ul style='margin-top:0cm' type="disc"> <ul style='margin-top:0cm' type="circle"> <li class="MsoNormal"><i>Shelf tools</i> are now called <a href= "36_Accessories.htm#_Ref119428669">Accessories</a>.</li> <li class="MsoNormal"><i>Bay elements</i> are now called <b>components</b>, for example as in <a href= "32_ToolsandcommandsModifybays.htm#_Ref118414477">Edit (Edit bay components)</a>.</li> </ul> </ul> <ul style='margin-top:0cm' type="disc"> <li class="MsoNormal">There are several changes and bug fixes to better support High DPI and multiple monitors.</li> <li class="MsoNormal">A new measurement unit is available in the settings: meter (<a href= "58_Settingsaffectingthecurrentuseronly.htm#_Ref125650670">m</a>). This is useful if you work with very large products.</li> </ul> <h4><a name="node2" id="node2"></a>News for database management</h4> <ul style='margin-top:0cm' type="disc"> <li class="MsoNormal">You can now select and manage multiple items in <a href="50_Databaseitemlist.htm#_Ref114262474">Database item list</a>. This lets you delete several items or apply common values (e.g., <i>Category</i>, <i>Brand</i>, <i>Behavior</i>).</li> <li class="MsoNormal">The column named <a href= "51_Itemproperties.htm#_Ref117519013">Type (Item properties)</a> now support more self-explanatory values for <a href= "52_ToolsandcommandsDatabase.htm#_Ref114184834">Import L+I</a> and for <a href="52_ToolsandcommandsDatabase.htm#_Ref114184847">Export L+I</a>: <i>Product</i>, <i>Accessory</i>.</li> <li class="MsoNormal">The Boolean columns now support more self-explanatory values for <a href= "52_ToolsandcommandsDatabase.htm#_Ref114184834">Import L+I</a> and for <a href="52_ToolsandcommandsDatabase.htm#_Ref114184847">Export L+I</a>: <i>Yes</i><i>,</i> <i>No</i>. (Example: <i>Enabled</i><i>:</i> <i>Yes</i>)</li> <li class="MsoNormal">The button to clear the database (<a href= "52_ToolsandcommandsDatabase.htm#_Ref114184681">Clear DB</a>) is no longer shown by default to avoid accidental deletion. It must first be enabled in Settings by PlanogramBuilder Administrator.</li> </ul> <h4><a name="node3" id="node3"></a>News for the Project item list </h4> <p class="MsoNormal"> </p> <ul style='margin-top:0cm' type="disc"> <li class="MsoNormal">You can now select multiple products and accessories in <a href= "42_Projectitemlist.htm#_Ref122445248">Project item list</a>. The selection set is synchronized with the selection in <a href= "13_ScreenLayout.htm#_Ref121301345">Visualization area</a> and vice versa.</li> </ul> <p class="MsoNormal"><img border="0" width="1312" height="623" src= "../common/images_light/multi_selection.jpg" alt="image"></p> <h4><a name="node4" id="node4"></a>News for project management</h4> <ul style='margin-top:0cm' type="disc"> <li class="MsoNormal">You can now select and manage multiple projects in <a href="21_Projectmanagement.htm#_Ref114934480">List of projects</a>. This is convenient to delete several projects or apply common values (e.g., <i>Template</i>, <i>Locked</i>, <i>Project Classification Properties</i>).</li> </ul> <h4><a name="node5" id="node5"></a>News for reports</h4> <ul style='margin-top:0cm' type="disc"> <li class="MsoNormal">We have re-introduced the possibility to publish your Planograms as Excel reports with <a href= "47_Reports.htm#_Ref125652959">One sheet per bay</a>.</li> </ul> <p class="MsoNormal"> </p> </div>
Contents
Topics
Search
PlanogramBuilder Light - User Guide
What’s new in version 47
News for the user guide
News for the user interface / performance
News for database management
News for the Project item list
News for project management
News for reports
Overview
Learning and support
Learning material
Help
Tutorials
Tooltips
FAQ
User support
Email
Phone
Remote session
Installation and launch
System Requirements
Microsoft Windows
Mac OS × or other operating systems
User Roles
Standard User
PlanogramBuilder Administrator
Install PlanogramBuilder
Normal installation
Unattended installation
Update PlanogramBuilder
Launch PlanogramBuilder
Command line parameters
accountID
Getting started
Screen Layout
Tasks
Pane of current task
Visualization area
Toolbars
Common toolbars
Project toolbar
Navigation toolbar
Help and settings toolbar
Task-specific toolbars
Main Menu
Top Menu
Context menu
Place Your First Product
Experiment with a sample planogram
Learn basic commands
General commands (Edit)
Undo (Edit)
Redo (Edit)
Delete (Edit)
Delete the sample data
Delete the sample projects
Delete the sample items
Next learning steps
Projects
Project toolbar (main window)
Tools and commands (Project toolbar)
New (Projects)
Open
Save
Save as
Manage
Exit
Project management
List of projects
Search filters
Project sorting
Project selection
Project thumbnail
Project properties
Name (Project properties)
Comment
Template
Locked (Project properties)
Project Classification Properties
Apply (Project properties)
Cancel (Project properties)
Recipient(s) for Send project
Tools and commands (Project management)
Open
Insert (project)
Delete (project)
Send
Backup
Restore
Close
Templates
Template catalog
Catalog template list
Inserting templates into a planogram
Tools and commands (Templates)
Create bays
Parameters (Create bays)
Parameters of the whole bay (Create bays)
Overall width (Create bays)
Overall height (Create bays)
Gap between shelves
Number of shelves
Main color
Shelf parameters (Create bays)
Shelf width
Shelf height
Shelf color
Back panel parameters (Create bays)
Back panel (Create bays)
Back panel top overhang
Side panels parameters
Side panels
Side panel width
Tools and commands (Create bays)
Add (Add bay)
Modify bays
New bay components
Types of New bay components
Back panel (New bay components)
Dividing panel (New bay components)
Front panel (New bay components)
Shelf (New bay components)
Adding New bay components
Selected bays
Parameters of the whole bay (Selected bays)
Overall width (Selected bays)
Overall height (Selected bays)
Position Y (Selected bays)
Position Z (Selected bays)
Flow direction
Bay name
Front image
Locked bay components
Locked accessories
Selected bay components
Common parameters (Selected bay components)
Width (Selected bay components)
Height (Selected bay components)
Lateral offset (Selected bay components)
Distance to bottom
Color (Selected bay components)
Show front image
Collisions (Selected bay components)
Parameters (Selected shelves)
Allow lateral overhang (Selected shelves)
Behind products
Left margin (Selected shelves)
Right margin (Selected shelves)
Gap to shelf below
Parameters (Selected back panels)
Allow lateral overhang (Selected back panels)
Left margin (Selected back panels)
Right margin (Selected back panels)
Bottom margin (Selected back panels)
Top margin (Selected back panels)
Back panel type
Show holes / slats
Horizontal step
Vertical step
Tools and commands (Modify bays)
Free bay placement
Edit (Edit bays)
Select (Edit bays)
Move (Edit bays)
Copy (Edit bays)
Resize (Edit bays)
Edit (Edit bay components)
Select (Edit bay components)
Move (Edit bay components)
Copy (Edit bay components)
Resize (Edit bay components)
Align and space (Selected bay components)
Align left (Selected bay components)
Align right (Selected bay components)
Align top (Selected bay components)
Align bottom (Selected bay components)
Space horizontally (Selected bay components)
Space vertically (Selected bay components)
Products
Catalog of products
Classification hierarchy (Catalog of products)
Search by text (Catalog of products)
Thumbnail list (Catalog of products)
Adding products to a planogram
Replacing products in a planogram
Tools and commands (Products)
Edit (Edit items (products and accessories))
Select (Edit items (products and accessories))
Adjust product quantity
Move (Edit items (products and accessories))
Copy (Edit items (products and accessories))
Rotate products
Rotate X counterclockwise 90° (Rotate products left)
Rotate X 90° (Rotate X clockwise 90°) (Rotate products right)
Product upside down
Generic (Add generic product)
Align and space (products and accessories)
Align left (products and accessories)
Align right (products and accessories)
Align top (products and accessories)
Align bottom (products and accessories)
Space horizontally (products and accessories)
Space vertically (products and accessories)
Pack left on shelf/row (products and accessories)
Center on shelf/row (products and accessories)
Pack right on shelf/row (products and accessories)
Fill shelf/row width (products and accessories)
Mirror products (products and accessories)
Accessories
Catalog of accessories
Thumbnail list (Catalog of accessories)
Adding accessories to a planogram
Tools and commands (Accessories)
Fit width to bay
Item Info
Selected products, Selected accessories
Read-only properties
Editable properties
Facings wide
Facings high
Tools and commands (Item Info)
Project item list
Content choice (Project item list)
Type of items (Project item list)
List products
List accessories
Columns
Picture
Thumbnail
Position
Position
Bay number
Shelf/Row
Bay - Shelf
Horizontal id
Description
Dimensions
Type (Project item list)
Arrangement
Facings
Used space
Linear space [Measurement unit]
Linear space [%]
Front surface [Measurement unit2]
Front surface [%]
Tools and commands (Project item list)
Formatting (Project item list)
Group by
Expand all groups / Collapse all groups
Item sort order
Column order
Presets
Create a preset
Apply a preset
Delete a preset
Layout of the pane of the list
Position of the list pane
Size of the pane of the list
Publish
Single pictures
Parameters (Single pictures)
File format (Single pictures)
Transparent background
Default folder
Orientation (Single pictures)
Picture size
Resolution (Single pictures)
Reports
File output
File format (Reports)
Create a folder
Formatting
Page size
Left margin (Reports)
Right margin (Reports)
Top margin (Reports)
Bottom margin (Reports)
Font (Reports)
Text color (Reports)
Background color (Reports)
Border color (Reports)
Resolution (Reports)
One sheet per bay
Report pictures
Project (Report pictures)
Bay(s) orthographic
Bay(s) orthographic schematic
Report List
Tools and commands (Publish)
Copy picture
Save picture
Report
Database
Database item list
Type of items to manage
Item filters
Item sorting
Item selection
Item properties
Values set in DB only
Type (Item properties)
Product
Accessory
Reference
Enabled
A [A: Classification - level 1]
B [B: Classification - level 2]
C [C: Classification - level 3]
Name (Item properties)
Item custom properties [1 – 6]
Width (Item properties)
Height (Item properties)
Image (1 – 6)
Image transparency
Choosing the right product view
Taking the pictures
Cropping your images
Color (Item properties)
Values set in DB & changeable in planograms
Behavior
Product behaviors
pegged
stackable
standard
tester
Accessory Behaviors
bay header
panel
Shelf strip
sticker
tag
shape defined
Collisions (Item properties)
Width gap
Height gap
Lateral offset (Item properties)
Vertical offset
Caption
Text height
Text color (Item properties)
Item commands
Create (database item)
Apply (database item)
Cancel (database item)
Delete (database item)
Item preview
Tools and commands (Database)
Import L+I
Import L
Export L+I
Export L
Clear DB
New item
Display
Tools and commands (Display)
Project item list (Display)
Reset panes
Schematic view (Display)
Font size
Highlight disabled items
Highlight overlapping items
Show front panels
Show peg hooks
Show dimensions
Show edges
Show flow direction
Fullscreen
Navigation
Tools and commands (Navigation)
Zoom
Pan
Default (Default view)
Selected (Fit selected)
Settings
Settings affecting the current user only
Regional
Language
Measurement unit
mm
cm
inch
m
Login
Display login screen
Save user & password
Viewing & editing
Antialias while moving
Collisions (Settings)
Spacing applies to each facing
Auto snap distance
Background color
Background picture
Catalogs (products & accessories)
Captions & Search
Schematic view / Generic products / Dimensions
Font face (Settings)
Font height
Dimension color
Dimension font height
Schematic view (Settings)
Bay style
Show label
Product style
Group labels
Label position
Label color
Label text color
Product labels
Settings affecting all users
Interface customization
Application title
Application logo
Database configuration
Item classification properties
Brand
Brandline
Category
Group
Main group
Manufacturer
Product line
Region
Sub-brand
Subcategory
Subgroup
Custom
Item custom properties (Settings)
User rights settings
Shared projects
Standard users can edit bays
Allow clear DB
About PlanogramBuilder
Mouse & keyboard shortcuts
Troubleshooting
Known Issues
Slow loading
Products not displayed
Product pictures not displayed
Blurry text in the GUI
A [A: Classification - level 1]
About PlanogramBuilder
Accessories
Accessory
Accessory Behaviors
accountID
Add (Add bay)
Adding products to a planogram
Adding accessories to a planogram
Adding New bay components
Adjust product quantity
Align and space (products and accessories)
Align and space (Selected bay components)
Align bottom (products and accessories)
Align bottom (Selected bay components)
Align left (products and accessories)
Align left (Selected bay components)
Align right (products and accessories)
Align right (Selected bay components)
Align top (products and accessories)
Align top (Selected bay components)
Allow clear DB
Allow lateral overhang (Selected back panels)
Allow lateral overhang (Selected shelves)
Antialias while moving
Application logo
Application title
Apply (database item)
Apply (Project properties)
Apply a preset
Arrangement
Auto snap distance
B [B: Classification - level 2]
Back panel (Create bays)
Back panel (New bay components)
Back panel parameters (Create bays)
Back panel top overhang
Back panel type
Background color
Background color (Reports)
Background picture
Backup
Bay - Shelf
bay header
Bay name
Bay number
Bay style
Bay(s) orthographic
Bay(s) orthographic schematic
Behavior
Behind products
Blurry text in the GUI
Border color (Reports)
Bottom margin (Reports)
Bottom margin (Selected back panels)
Brand
Brandline
Cancel (database item)
Cancel (Project properties)
Caption
Captions & Search
Catalog of accessories
Catalog of products
Catalog template list
Catalogs (products & accessories)
Category
Center on shelf/row (products and accessories)
Choosing the right product view
Classification hierarchy (Catalog of products)
Clear DB
Close
cm
Collisions (Item properties)
Collisions (Selected bay components)
Collisions (Settings)
Color (Item properties)
Color (Selected bay components)
Column order
Columns
Command line parameters
Comment
Common parameters (Selected bay components)
Common toolbars
Content choice (Project item list)
Context menu
Copy (Edit bay components)
Copy (Edit bays)
Copy (Edit items (products and accessories))
Copy picture
Create (database item)
Create a folder
Create a preset
Create bays
Cropping your images
Custom
C [C: Classification - level 3]
Database
Database configuration
Database item list
Default (Default view)
Default folder
Delete (database item)
Delete (Edit)
Delete (project)
Delete a preset
Delete the sample data
Delete the sample items
Delete the sample projects
Description
Dimension color
Dimension font height
Dimensions
Display
Display login screen
Distance to bottom
Dividing panel (New bay components)
Edit (Edit bay components)
Edit (Edit bays)
Edit (Edit items (products and accessories))
Editable properties
Email
Enabled
Exit
Expand all groups / Collapse all groups
Experiment with a sample planogram
Export L
Export L+I
Facings
Facings high
Facings wide
FAQ
File format (Reports)
File format (Single pictures)
File output
Fill shelf/row width (products and accessories)
Fit width to bay
Flow direction
Font (Reports)
Font face (Settings)
Font height
Font size
Formatting
Formatting (Project item list)
Free bay placement
Front image
Front panel (New bay components)
Front surface [%]
Front surface [Measurement unit2]
Fullscreen
Gap between shelves
Gap to shelf below
General commands (Edit)
Generic (Add generic product)
Getting started
Group
Group by
Group labels
Height (Item properties)
Height (Selected bay components)
Height gap
Help
Help and settings toolbar
Highlight disabled items
Highlight overlapping items
Horizontal id
Horizontal step
Image (1 – 6)
Image transparency
Import L
Import L+I
inch
Insert (project)
Inserting templates into a planogram
Install PlanogramBuilder
Installation and launch
Interface customization
Item sort order
Item classification properties
Item commands
Item custom properties (Settings)
Item custom properties [1 – 6]
Item filters
Item Info
Item preview
Item properties
Item selection
Item sorting
Known Issues
Label color
Label position
Label text color
Language
Lateral offset (Item properties)
Lateral offset (Selected bay components)
Launch PlanogramBuilder
Layout of the pane of the list
Learn basic commands
Learning and support
Learning material
Left margin (Reports)
Left margin (Selected back panels)
Left margin (Selected shelves)
Linear space [%]
Linear space [Measurement unit]
List accessories
List of projects
List products
Locked (Project properties)
Locked accessories
Locked bay components
Login
m
Mac OS × or other operating systems
Main color
Main group
Main Menu
Manage
Manufacturer
Measurement unit
Microsoft Windows
Mirror products (products and accessories)
mm
Modify bays
Mouse & keyboard shortcuts
Move (Edit bay components)
Move (Edit bays)
Move (Edit items (products and accessories))
Name (Item properties)
Name (Project properties)
Navigation
Navigation toolbar
New (Projects)
New bay components
New item
News for database management
News for project management
News for reports
News for the Project item list
News for the user guide
News for the user interface / performance
Next learning steps
Normal installation
Number of shelves
One sheet per bay
Open
Open
Orientation (Single pictures)
Overall height (Create bays)
Overall height (Selected bays)
Overall width (Create bays)
Overall width (Selected bays)
Overview
Pack left on shelf/row (products and accessories)
Pack right on shelf/row (products and accessories)
Page size
Pan
Pane of current task
panel
Parameters (Create bays)
Parameters (Selected back panels)
Parameters (Selected shelves)
Parameters (Single pictures)
Parameters of the whole bay (Create bays)
Parameters of the whole bay (Selected bays)
pegged
Phone
Picture
Picture size
Place Your First Product
PlanogramBuilder Light - User Guide
PlanogramBuilder Administrator
Position
Position
Position of the list pane
Position Y (Selected bays)
Position Z (Selected bays)
Presets
Product
Product behaviors
Product labels
Product line
Product pictures not displayed
Product style
Product upside down
Products
Products not displayed
Project (Report pictures)
Project Classification Properties
Project item list
Project item list (Display)
Project management
Project properties
Project selection
Project sorting
Project thumbnail
Project toolbar
Project toolbar (main window)
Projects
Publish
Read-only properties
Recipient(s) for Send project
Redo (Edit)
Reference
Region
Regional
Remote session
Replacing products in a planogram
Report
Report List
Report pictures
Reports
Reset panes
Resize (Edit bay components)
Resize (Edit bays)
Resolution (Reports)
Resolution (Single pictures)
Restore
Right margin (Reports)
Right margin (Selected back panels)
Right margin (Selected shelves)
Rotate products
Rotate X 90° (Rotate X clockwise 90°) (Rotate products right)
Rotate X counterclockwise 90° (Rotate products left)
Save
Save as
Save picture
Save user & password
Schematic view (Display)
Schematic view (Settings)
Schematic view / Generic products / Dimensions
Screen Layout
Search by text (Catalog of products)
Search filters
Select (Edit items (products and accessories))
Select (Edit bay components)
Select (Edit bays)
Selected (Fit selected)
Selected bay components
Selected bays
Selected products, Selected accessories
Send
Settings
Settings affecting all users
Settings affecting the current user only
shape defined
Shared projects
Shelf (New bay components)
Shelf color
Shelf height
Shelf parameters (Create bays)
Shelf strip
Shelf width
Shelf/Row
Show dimensions
Show edges
Show flow direction
Show front image
Show front panels
Show holes / slats
Show label
Show peg hooks
Side panel width
Side panels
Side panels parameters
Single pictures
Size of the pane of the list
Slow loading
Space horizontally (products and accessories)
Space horizontally (Selected bay components)
Space vertically (products and accessories)
Space vertically (Selected bay components)
Spacing applies to each facing
stackable
standard
Standard User
Standard users can edit bays
sticker
Sub-brand
Subcategory
Subgroup
System Requirements
tag
Taking the pictures
Task-specific toolbars
Tasks
Template
Template catalog
Templates
tester
Text color (Item properties)
Text color (Reports)
Text height
Thumbnail
Thumbnail list (Catalog of accessories)
Thumbnail list (Catalog of products)
Toolbars
Tools and commands (Modify bays)
Tools and commands (Accessories)
Tools and commands (Create bays)
Tools and commands (Database)
Tools and commands (Display)
Tools and commands (Item Info)
Tools and commands (Navigation)
Tools and commands (Products)
Tools and commands (Project item list)
Tools and commands (Project management)
Tools and commands (Project toolbar)
Tools and commands (Publish)
Tools and commands (Templates)
Tooltips
Top margin (Reports)
Top margin (Selected back panels)
Top Menu
Transparent background
Troubleshooting
Tutorials
Type (Item properties)
Type (Project item list)
Type of items (Project item list)
Type of items to manage
Types of New bay components
Unattended installation
Undo (Edit)
Update PlanogramBuilder
Used space
User rights settings
User Roles
User support
Values set in DB & changeable in planograms
Values set in DB only
Vertical offset
Vertical step
Viewing & editing
Visualization area
What’s new in version 47
Width (Item properties)
Width (Selected bay components)
Width gap
Zoom
