Planogram highlighting allows you to display various properties on products in the planogram, whether they are product properties or information about sales of individual products or space. It also allows you to highlight product groups (e.g., by supplier, brand, etc.) and show a planogram heat map based on the selected sales indicator.

Where you can find the highlight settings?

The Highlight Library can be found in the right-hand bar of the Planogram Editor. The Highlight settings are located in the bottom bar.

Highlight Library

Highlight Settings

The Highlight tab is divided into several sections:

• • Highlight properties - here you can set the overall appearance of the highlight, such as color, border, placement, or assign access to individual users or user groups.
  • Highlight settings
    • Highlight list - an overview of all possible highlights.
    • Active Highlight - the highlight you select from the list on the left and apply to the planogram.
    • Highlight Details - when you select a specific highlight in the active highlight section, you can then make additional settings for that specific highlight, such as text or border color, etc.

Highlight settings

How do you add properties to a highlight?

1. Select the highlight you want to add.
2. To add it to the active highlights, click on the green arrow or double-click on the attribute.
3. The highlight will appear in the Active Highlights section and will be applied.
4. If you want to change the order of the active highlights, use the up and down arrows.
5. To remove a highlight, click the red arrow or double-click the attribute.

Highlight settings

Highlight Properties

Basic Highlight settings

These are the basic settings for each highlight. Here you can set:

• • Name - enter the name of the highlight.
  • Access - settings for user groups or individual users who have access to the highlight in the desktop application.

Product Highlight

In this section, you can set the size and color of the product highlight.

• • Width and Height - enter the size of the highlight in centimeters here. All highlights will be the same size.

  • Relative Width and Height - the size of the highlight is calculated as a percentage of the size of the product. The larger the product, the larger the highlight, and vice versa.

Product Highlight

• • Position - select where the highlight will be displayed. There are 9 quadrants to choose from.

Highlight Properties

• • Border width - determines the width of the highlight border in centimeters.
  • Border color - here you can set the color of the highlight border.

Highlight Properties

• • Background Color - set the color background for highlight.
  • Transparency - set the transparency of the color background.

Shelves Highlight

In this section, you can set the size and color of the shelf highlight. You can set the same properties here as for the product highlight described above.

Highlight shelves settings

Highlight Types

By selecting individual highlight types, you can customize the display of information on the planogram. You can freely combine individual types and change their order in the settings. Below you will find a description of the most commonly used types:

• • Replenishment - displays information on whether the product has over stock or under stock on the planogram according to the set replenishment criteria. By default, over stock is highlighted with an orange box and under stock with a blue box. Products that are placed in optimal quantities are not highlighted. On the right, in the highlight details, you can change the color of the highlight for over stock and under stock. By unchecking the Show Heat Map, you cancel the set color highlight.

To monitor over stock and under stock, you can also use the Replenishment tab in the bottom bar.

Explanations of replenishment criteria and over stock and under stock can be found in the manual Min / Max Strategy: Days Reserves.

Replenishment

• • Product Groups - allows you to group products according to a selected attribute (e.g., products from the same suppliers or the same brand) on the right in the details in the Group By attribute. Products from the same groups are highlighted by the same color.

Product Groups

• • Sales - this highlight shows, for example, how many units of individual products were sold or the margin (according to the selected Value Type in the details) for a given store, benchmark, or template (according to the selected Sales Type in the details).

Sales

• • ABC Sales - in the analysis, it is possible to divide products into three groups: A, B, and C. "A" products are the best products from among those analyzed, generating the highest profit, revenue, or sales. This is followed by group "B", and the worst group of products are those labeled "C". In the criteria, it is necessary to set the A Level Share and the B Level Share. For example, if you set the A share level to 70%, this means that "A" products account for a total of 70% of sales, revenue, or profit in a given product category.

ABC Sales

• • Space - this highlight shows how much space each product takes up. You can choose from several methods of calculating space on the right in the highlight details in Space Type.

Space

• • Product Attribute - here you can set the display of product information, such as Primary ID, name, EAN, or price. In the highlight details on the right, set the attribute you want to see in the Product Attribute row.

Product Properties

• • Product Package Properties - displays information about package measurements or product margins. In the details highlighted on the right, set the attribute you want to see in the Product Package Attribute row.

Product Package Properties

• • Planogram Placement - this highlight allows you to display values related to product placement, such as position number, shelf position, number of packages placed in the planogram in width, height, or depth. In the highlight details on the right, set the attribute you want to see in the Planogram Placement row.

Planogram Placement

• • Shelf Statistics - use this highlight to display the free or used space on a shelf, either horizontally or vertically. In the highlight details on the right, set the attribute you want to see in the Shelf Attribute row. Each shelf will display its value.

Shelf Statistics

• • Shelf Properties - displays the properties of the shelves that you set on the right in the highlight details in the Shelf Attribute row and lists their values. Each shelf will have its value displayed.

Shelf Properties

Highlight Library

You can save your highlight to the Library, so that you can easily load it later. If you already have a highlight set in the Highlight Settings tab that you want to save, simply go to the Highlight Library tab on the right and click the Save As button.

To create a completely new highlight from scratch, click the New button, then set the highlight as you want to save it to the Library and click the Save button.

To apply any of the saved fixtures to the planogram, select the row with that fixture in the library, and the fixture will be applied to the planogram immediately.

New Highlight

What else you can do with the highlight:

• • Save - save the current highlight settings to the library in place of the originally selected highlight, thereby overwriting it with the new one.
  • Save As - save the current highlight settings as a new line.
  • Delete - delete the selected highlight.
  • Select Default - switch to the default highlighting settings.
  • Create Bookmark - create a bookmark for the current settings.

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