Building Planograms

This is an overview on how to build, optimize, and share a new planogram from scratch.

Alternatively, you could folder_open Open an already saved Plan, or vertical_align_bottom Import a local PSA file to use as a starting point.

Items in the canvas can be selected and dragged with the left mouse button. Clicking and dragging the right mouse button pans the canvas.

Making a Fixture

GoPlanogram fixtures are can be customized extensively, to represent nearly any kind of retail equipment.

You can explore each main fixture type below:

Racks

Shelves

Surfaces

Containers

Hanging Bars

Creating a fixture can be done with one of these methods:

• Right-click the canvas and choose a fixture from the add_box Insert menu
• Select a fixture from the top bar add_boxInsert menu
• Drag a fixture from the  Components Catalog (if your team has created any)

The Insert menu also offers a table_view Sub-Rack -- a Rack nested inside another fixture -- and a text_fields Textblock, for labelling a display or standing in for a product that isn't in the catalog.

Right click the canvas to see this Context Menu

Bringing in Products

Products can be dragged into a planogram from the receipt_long Catalog. A single product, a selection of several products, or even entire categories can be dragged out.

Once in your display, a product is known as a widgets Position, which may have one or more facings.

Positions may be dragged, copied, cut, grouped, or deleted. They can be dragged one at a time, or you can drag a selection of many. To do so, click and hold the left mouse button, then drag the purple box around what you want selected.

To fill fixtures faster, use auto_fix_high Auto Fill, which places products based on criteria you choose. You can also ask query_stats Smart POG to fill fixtures or edit products for you in plain language.

To flip an entire planogram left to right, use Edit > Mirror. This mirrors every fixture and its contents at once -- handy for producing the opposite-side version of an aisle. To reverse the items on a single crop_16_9 Shelf instead, use that Shelf's Mirror Contents context menu action.

Optimizing a Planogram

Once you have fixtures with products in them, you can fine-tune and optimize your planogram with various tools.

An overview on these tools can be found here. Popular options include:

Error Checking Views

Heatmaps

Insights

Creating a Report

First, it's a good idea to save your planogram, so you can come back to it later. Learn more about saving Plans, organizing them, and sharing them in-app here.

Once you have a planogram ready, there are many formats you can export to, so you can share the Plan with others outside of GoPlanogram.

These formats include:

• PDF - Includes images and report data. Most popular format.
• Excel / CSV - Great for further computation / analysis
• Images - Simple and easy
• PSA - Excellent for interoperability with other software

Additionally, a report may be included, which can contain any data or calculations you require. Learn more about configuring report content here.