In this manual you will learn:

Insert place holder to template

In some cases, you can use Place Holder as a label within the planogram. It is possible to set its dimensions, location and graphic design.

1. For a better overview, we recommend to create free columns at the beginning of the template where you insert the Place Holders.
2. In the Component tab, you can set the Location Type.  If the Free space should not block products, select Start of shelf, ev. Equipment Start.
3. Set the Width and Height in the Package Dimensions section. If the label is in portrait, the text will automatically rotate.
4. In the Product Labels section, you can type the label text, edit the label color, or insert an image into the label.
5. You can move the label by activating the Shift tool and then use the arrows to place it in the desired location.

Example of placing holders in planograms

How to mark all blocks in the template?

To select all blocks in the template, simply activate the Select All Blocks tool in the toolbar or use the ctrl/cmd + A keyboard shortcut.

Select All Blocks

How to select a row in a template?

To select one row in the template, activate the Select Row tool in the toolbar on the left or use the ctrl/cmd + R keyboard shortcut and click on the row in the template to activate the Tool tab on the right. Selecting a single row is useful if you want to edit the properties of only that shelf, such as setting the alignment, inserting dividers, setting shelf properties, or inserting a shelf label.

Select row

How to remove blocks from a template?

To remove blocks from the template, you must select the blocks and then activate the Cut Blocks tool or use the X shortcut key. The blocks will then be removed from the template. However , they will remain in the system clipboard, so you can paste them to a different template pressing shortcut V.

Cut blocks

How to copy blocks from a template?

To copy blocks, you need to select the blocks you want to copy in the template and then activate the Copy Blocks tool (or use the C keyboard shortcut). The blocks can then be simply pasted into another planogram template by activating the Paste Blocks tool (keyboard shortcut V).

Copy blocks

How to paste blocks into a template?

The copied or cut blocks (which we have copied by activating the Copy Blocks tool or removed by the Cut Blocks tool) can be simply pasted into a planogram template by activating the Paste Blocks tool or using the V keyboard shortcut. Then just click on the place in the template where you want to paste the blocks.

Insert blocks

How to align products on a planogram?

To make the planogram look presentable at first glance, it is often necessary to align the products in the planogram in some way. You have a choice of five possible alignments:

• Align to start - aligns the blocks to the left. You can use the keyboard shortcut ctrl/cmd + ←.
• Center - aligns the blocks in the middle. You can use the keyboard shortcut ctrl/cmd + ↓.
• Align to end - aligns the blocks to the end. You can use the keyboard shortcut ctrl/cmd + →.
• Justify - spreads the blocks evenly, i.e. the blocks will be placed within the entire shelf with equal spacing (this is the most commonly used alignment). You can use the keyboard shortcut ctrl/cmd + ↑.
• Center by template lines - divides the shelf based on the number of columns that are in the planogram template, and determines the space for each block accordingly (a very complex alignment, but unusable in a situation where the individual blocks have a different number of packs in width).

Types of alignments

Alignment can be done simply by activating the respective alignment tool (in our case the Justify tool) and clicking on the row you want to align (in our case the last shelf). Justify is the most commonly used tool - it will cause the blocks to be placed within the entire shelf with equal spacing.

If you want to align all the rows in the template in the same way, just activate the appropriate alignment tool and press the space bar.

Justify 

How to add or remove a row or a column in a template?

When working in a template, it is sometimes necessary to add or remove a row or column, for example because we have added a shelf to the fixture or want to place multiple products on one shelf. 

Let's describe each tool in more detail:

• Add Rows - adds a row to the template where the user clicks. Keyboard shortcut shift + ↓.
• Remove Rows - removes the selected row. Keyboard shortcut shift + ↑.
• Clean Up - will clean the template, which means that all products in the template will be moved as far to the left as possible and all empty columns in the template will be deleted. Keyboard shortcut K.
• Add Columns - adds a column to the template where the user clicks. keyboard shortcut shift + →.
• Remove Columns - removes the selected column. Keyboard shortcut shift + ←.
• Delete Empty Lines - deletes all columns in the template that do not contain any products. Keyboard shortcut shift + K.

Adding and removing of rows and columns

To add/remove a row/column, simply activate the appropriate tool and click on the location in the template where you want to perform the action. The option Clean Up and Delete empty columns works by activating the tool to perform the corresponding operation. In our case, let's see how the Clean Up tool works. Activating this tool will cause all products to be moved to the left and all empty columns will be deleted.

Clean

How to create a mirrored planogram?

If you want to create a mirrored planogram, then just activate the Mirror tool or use the M keyboard shortcut.     

Mirror

Many of the tools in the toolbar have a keyboard shortcut that can speed up your work considerably. An overview of these shortcuts can be found in the Keyboard Shortcuts in the Project Editor manual.

How to undo or redo an action when creating a planogram?

If you decide to undo an edit while creating a planogram, you can do so by using the Undo action button found in the upper left of the window (keyboard shortcut ctrl/cmd + Z). There is also a Redo action button that allows you to repeat the change (keyboard shortcut ctrl/cmd + Y).

Undo and Redo actions

How to zoom in a template?

When working in detail in a planogram template, it is sometimes useful for the user to zoom in or out of the template. Tools are available above the planogram template to do this.

There are several tools available here:

• Zoom In - zooms the template 10% closer. Keyboard shortcut ctrl/cmd =.
• Zoom Out - zooms the template out by 10%. Keyboard shortcut ctrl/cmd -.
• Zoom to Selected Area - you can select any part of the template and zoom in. Keyboard shortcut Z.
• Fit to screen - adjusts the size of the template to the size of the screen. Keyboard shortcut ctrl/cmd + 0.
• Precise zoom adjustment - you can set the exact zoom size.

Zooming