Tags defined for Standalone Planograms are an effective tool for systematically categorizing and organizing them. With properly configured tags, you can easily sort planograms into specific groups, which greatly simplifies their subsequent search, management, and bulk editing.

Configuring Tags for Standalone Planograms

You can set up tags in the Standalone Planograms section under the Tags tab. Here you can view a list of all created tags, and you can also create, edit, or delete new tags.

Tags for Standalone Planograms

How do you create a new Tag?

1. Click the New button.
2. Enter the name of the new tag.
3. Confirm by clicking OK.

Creating a new Tag

You can edit the tags you've created or remove them from the list.

Editing and deleting a Tag

Apply and Remove Tags on Standalone Planograms

You can add or remove tags to individual standalone planograms in two ways:

1. Applying to a single planogram.

Apply a tag to single planogram

To remove a tag, follow the same steps, except that you uncheck the selected tag and save.

2. Applying to multiple planograms at once.

Apply a tag to a multiple planograms

3. Remove from multiple planograms at once.

Remove tags from multiple planograms

Filtering by Tags

Once tags have been added to standalone planograms, you can filter by those tags.

Filtering by tags

Strict Filter

You can use this filter when you select multiple tags at once. This allows you to specify whether you want an exact match—so that the planogram is assigned all the selected tags—or whether it’s sufficient for it to contain just one of them.

In our example, we’ll select the Hypermarket and Food tags. If you enable the Strict Filter option, only 1 planogram will meet the condition. If you disable this option, 3 planograms that match the filter will be displayed.

Strict Filter