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SHELF LOGIC® MASTER EDITION货架的逻辑和# 174;主版SHELF LOGIC® MASTER EDITION货架的逻辑和# 174;主版 ?SHELF LOGIC ENTERPRISE EDITION Version 3.0 USER’S MANUAL September 2013 , 2013 Shelf Logic Software Products. ?Shelf Logic is a registered trademark of Shelf Logic Software Products All rights reserved. Phone (...

SHELF LOGIC® MASTER EDITION货架的逻辑和# 174;主版
SHELF LOGIC® MASTER EDITION货架的逻辑和# 174;主版 ?SHELF LOGIC ENTERPRISE EDITION Version 3.0 USER’S MANUAL September 2013 , 2013 Shelf Logic Software Products. ?Shelf Logic is a registered trademark of Shelf Logic Software Products All rights reserved. Phone (845) 796-3260 1 Table of Contents TABLE OF CONTENTS ...............................................................................................................2 SECTION 1 – INTRODUCTION .............................................................................................8 WELCOME TO SHELF LOGIC, ENTERPRISE EDITION ..................................................................8 GETTING HELP .........................................................................................................................8 About This User Manual ......................................................................................................8 Technical Support ...............................................................................................................9 ?Shelf Logic Web Site User Section .....................................................................................9 System Requirements ...........................................................................................................9 SECTION 2 – INSTALLATION ............................................................................................ 10 ?INSTALLING SHELF LOGIC ENTERPRISE EDITION ................................................................... 10 Instructions for First Time Installations ............................................................................. 10 Shelf Logic Trial Version ................................................................................................... 11 ?Registering Shelf Logic .................................................................................................... 12 UPGRADING FROM A PREVIOUS VERSION ................................................................................ 13 ?MOVING SHELF LOGIC ENTERPRISE EDITION ........................................................................ 13 ?Reinstalling Shelf Logic Enterprise Edition ..................................................................... 13 SECTION 3 - GETTING STARTED ..................................................................................... 14 ?Starting Shelf Logic Enterprise Edition ............................................................................ 14 OVERVIEW ............................................................................................................................. 15 Capabilities ....................................................................................................................... 15 Plan Scaling ...................................................................................................................... 15 SCREEN ELEMENTS ................................................................................................................ 16 Main Window .................................................................................................................... 16 RULERS ................................................................................................................................. 18 HOW TO EXECUTE COMMANDS ............................................................................................... 19 Menus................................................................................................................................ 19 Hot Buttons ....................................................................................................................... 19 Shortcut Menus (Right Mouse Button) ............................................................................... 19 Double-Clicking an Object ................................................................................................ 20 Drag and Drop .................................................................................................................. 20 Keyboard Shortcuts ........................................................................................................... 21 LIST OF MENUS & COMMANDS ............................................................................................... 23 File Menu .......................................................................................................................... 23 Edit Menu .......................................................................................................................... 23 View Menu ........................................................................................................................ 24 Face Menu ........................................................................................................................ 26 Fixture Menu ..................................................................................................................... 27 Tools Menu........................................................................................................................ 28 Sales Menu ........................................................................................................................ 28 Report Menu ...................................................................................................................... 29 Help Menu......................................................................................................................... 29 SECTION 4 – DATABASE SETUP ....................................................................................... 30 CREATING THE DATABASE ..................................................................................................... 30 ENTERING ITEMS INTO THE DATABASE ................................................................................... 31 2 Product Information Form................................................................................................. 31 Product Information Chart ................................................................................................ 36 Item Types ......................................................................................................................... 42 PUTTING PHOTOS INTO YOUR PLAN......................................................................................... 43 Image File Formats ........................................................................................................... 43 Transparency .................................................................................................................... 44 Three-Sided Image Support ............................................................................................... 44 THE IMAGE WORKSHOP ......................................................................................................... 45 Cropping ........................................................................................................................... 45 Brightness ......................................................................................................................... 48 Contrast ............................................................................................................................ 52 Hue ................................................................................................................................... 53 Saturation.......................................................................................................................... 54 Sharpen ............................................................................................................................. 55 Color Balance ................................................................................................................... 56 Resize ................................................................................................................................ 58 Compression ..................................................................................................................... 59 Undo/Redo ........................................................................................................................ 59 Start Over .......................................................................................................................... 59 OK .................................................................................................................................... 59 Cancel ............................................................................................................................... 59 MAINTAINING THE ITEMS DATABASE ...................................................................................... 60 Editing the Product Information Form ............................................................................... 60 Saving Changes to the Items Database .............................................................................. 60 Deleting an Item From the Database ................................................................................. 60 Update From Database ..................................................................................................... 61 CUSTOMIZING YOUR DATABASE............................................................................................. 62 The Default Items Database............................................................................................... 62 WORKING WITH MULTIPLE DATABASES ................................................................................. 63 Creating a New Database .................................................................................................. 63 SHARING FILES ON A NETWORK .............................................................................................. 64 Setting the Default Database ............................................................................................. 64 FIELD MAPPING ..................................................................................................................... 65 USER FIELDS .......................................................................................................................... 66 Plan Level User Fields ...................................................................................................... 67 Segment Level User Fields ................................................................................................ 67 Shelf Level User Fields ...................................................................................................... 68 Fixture Level User Fields .................................................................................................. 68 Position Level User Fields ................................................................................................. 69 Product Level User Fields ................................................................................................. 69 User Field Types ............................................................................................................... 70 Changing User Field Labels .............................................................................................. 73 SECTION 5 – EXPORTING & IMPORTING ...................................................................... 78 EXPORTING AND IMPORTING FILES ......................................................................................... 78 EXPORTING AND IMPORTING A DATABASE .............................................................................. 79 ?Exporting the Item File from Shelf Logic to Excel ............................................................ 79 Creating the Items Database in Excel ................................................................................ 79 EXPORTING THE ITEM DATABASE ........................................................................................... 79 Database Fields Chart....................................................................................................... 80 IMPORTING THE ITEM DATABASE ............................................................................................ 83 3 ? ............................................................................ 83 Importing a .CSV File into Shelf Logic EXPORTING PLANS ................................................................................................................. 85 Exporting the plan file to Excel .......................................................................................... 85 SECTION 6 – CREATING A DISPLAY ............................................................................... 86 DISPLAY CONCEPTS ............................................................................................................... 86 Starting a New Plan .......................................................................................................... 87 SHELVES ................................................................................................................................ 95 Adding Shelves to a Display .............................................................................................. 95 How Shelves are Placed on the Plan ................................................................................ 100 Renumbering Shelves....................................................................................................... 107 Determining the Weight of Products on a Shelf ................................................................ 108 Mirroring Faces on a Shelf .............................................................................................. 108 FIXTURES ............................................................................................................................. 109 BACKGROUND FIXTURES ...................................................................................................... 115 Adding Background Fixtures ........................................................................................... 115 ADDING PRODUCTS TO YOUR PLAN ...................................................................................... 119 Overview ......................................................................................................................... 119 1. Adding Products Using the Product Selector Windows ................................................ 121 Placing Items on Shelves ................................................................................................. 133 Placing Items on Hooks ................................................................................................... 134 Peg Labels....................................................................................................................... 139 Clip Strips ....................................................................................................................... 141 Merchandising Styles....................................................................................................... 144 2. Adding Products by Double-Clicking the Selector Windows......................................... 145 3. Adding Products by Dragging from other Plan Windows ............................................. 145 4. Adding Products by Using Cut/Copy/Paste .................................................................. 146 5. Duplicating Products ................................................................................................... 147 6. RIP Processor ............................................................................................................. 147 Selecting Items ................................................................................................................ 148 Flipping and Turning Items ............................................................................................. 150 Nesting Items ................................................................................................................... 153 Moving to the Next/Previous Item .................................................................................... 153 Stacking Multiple Items in a Single Facing ...................................................................... 154 Product Positions ............................................................................................................ 155 PLAN PROPERTIES ................................................................................................................ 157 PLANOGRAM VIEWER ........................................................................................................... 159 Changing Planogram Viewer Fields ................................................................................ 162 SECTION 7 – TOOLS .......................................................................................................... 163 AUTOMATIC PLACEMENT FEATURES ..................................................................................... 163 Smart Shelf ...................................................................................................................... 163 Auto Center ..................................................................................................................... 165 Auto Stack Fill ................................................................................................................. 165 RAPID ITEM PLACEMENT ...................................................................................................... 166 Part 1. Adding Items to the RIP Queue ............................................................................ 166 Part 2. Placing Items from the RIP Queue ....................................................................... 169 Changing Items in the RIP Queue .................................................................................... 178 RAPID ITEM PLACEMENT 2 ................................................................................................... 181 The RIP2 Screen .............................................................................................................. 181 Auto Fill .......................................................................................................................... 184 4 Shelving........................................................................................................................... 187 Examples ......................................................................................................................... 187 APID ITEM PLACEMENT 3 ................................................................................................... 193 R Using the RIP3 Processor................................................................................................ 193 RIP3 Example ................................................................................................................. 197 KEYSTROKE MANAGER ........................................................................................................ 199 Using the Keystroke Manager.......................................................................................... 199 LAYER MANAGER ................................................................................................................ 202 Using the Layer Manager ................................................................................................ 202 Creating a Layer ............................................................................................................. 204 Selecting Faces in a Layer ............................................................................................... 207 Deleting Layers ............................................................................................................... 208 Renaming Layers ............................................................................................................. 208 Saving Layers .................................................................................................................. 209 Loading Layers................................................................................................................ 209 SECTION 8 – FORMATTING............................................................................................. 210 FORMATTING FEATURES ....................................................................................................... 210 Manual Formatting ......................................................................................................... 210 Automatic Formatting ..................................................................................................... 215 ALIGNMENT FEATURES ........................................................................................................ 219 The Alignment Commands ............................................................................................... 219 Guidelines ....................................................................................................................... 220 The Grid .......................................................................................................................... 221 The Nudge Command ...................................................................................................... 223 Snap To Feature .............................................................................................................. 224 SECTION 9 – DISPLAY OPTIONS .................................................................................... 225 VIEWS ................................................................................................................................. 225 Front View ...................................................................................................................... 225 Top View ......................................................................................................................... 225 Side View ........................................................................................................................ 226 Cross Section View .......................................................................................................... 226 3D View .......................................................................................................................... 226 VIEWING OPTIONS ............................................................................................................... 227 Customizing the Screen Display....................................................................................... 227 FLOATING TOOLBAR ............................................................................................................ 230 SECTION 10 – OTHER FEATURES .................................................................................. 232 Undo Feature .................................................................................................................. 232 Redo ................................................................................................................................ 232 Plan Information ............................................................................................................. 233 Version Information ........................................................................................................ 233 PREFERENCES ...................................................................................................................... 234 The Options Tab .............................................................................................................. 234 The Database Defaults Tab ............................................................................................. 236 The Printing/On Screen Tab ............................................................................................ 237 The Product Selector Tab ................................................................................................ 239 Scale, Zoom and Scrolling Features ................................................................................ 241 Notes ............................................................................................................................... 243 Key Numbering................................................................................................................ 246 5 SECTION 11 – SALES ANALYSIS ..................................................................................... 247 ENTERING SALES INFORMATION ........................................................................................... 247 Sales Periods ................................................................................................................... 247 Manually Entered Sales Data .......................................................................................... 250 Importing Sales Data ....................................................................................................... 253 Using Sales Data ............................................................................................................. 254 VISUAL SALES REPORTING ................................................................................................... 256 Configure Visual Sales Reports ....................................................................................... 256 Running A Visual Sales Report ........................................................................................ 258 Visual Sales Report Options ............................................................................................ 261 SECTION 12 – CATEGORY MANAGEMENT REPORTING ......................................... 276 CATEGORY IDENTIFICATION ................................................................................................. 276 Configure Identification Options ..................................................................................... 276 CATEGORY MANAGEMENT REPORTS .................................................................................... 288 Configuring Category Reports ......................................................................................... 288 Running the Category Report .......................................................................................... 293 SECTION 13 – REPORTS ................................................................................................... 298 GENERATING AND PRINTING REPORTS .................................................................................. 298 STANDARD REPORTS ............................................................................................................ 300 Schematic Listing ............................................................................................................ 300 Product Listing ................................................................................................................ 300 Space Analysis Report ..................................................................................................... 300 Financial Report ............................................................................................................. 300 Item File Detail ............................................................................................................... 300 Item File Summary .......................................................................................................... 300 CREATING CUSTOM REPORTS ............................................................................................... 301 Export the Plan File to Excel ........................................................................................... 301 Custom Report Writer ...................................................................................................... 301 SECTION 14 - PRESENTATION MANAGER................................................................... 302 CONFIGURING A PRESENTATION REPORT .............................................................................. 302 Adding an Object to the Presentation Report ................................................................... 304 Line Objects .................................................................................................................... 312 Selecting Objects ............................................................................................................. 312 Object Properties ............................................................................................................ 313 Presentation Manager Commands ................................................................................... 322 Saving A Presentation Report .......................................................................................... 327 Running a Presentation Report ........................................................................................ 327 Examples ......................................................................................................................... 328 SECTION 15 – FILE MANAGEMENT............................................................................... 335 SAVING PLANS ..................................................................................................................... 335 Name and Save a New Plan ............................................................................................. 335 Opening an Existing Plan ................................................................................................ 336 Saving a Copy With a New Name..................................................................................... 337 Closing a Plan ................................................................................................................. 337 Deleting a Plan ............................................................................................................... 337 Exiting Shelf Logic Enterprise Edition ............................................................................. 338 PERFORMING BACKUPS ........................................................................................................ 339 6 Automatic File Backup .................................................................................................... 340 SECTION 16 – PRINTING .................................................................................................. 341 YPES OF PRINTOUTS ........................................................................................................... 341 T PRINT OPTIONS .................................................................................................................... 342 Printer Setup ................................................................................................................... 342 Print Planogram .............................................................................................................. 343 Advanced Printing Options .............................................................................................. 345 Print Peg Holes ............................................................................................................... 347 PRINTING THE PLANOGRAM AS A GRAPHIC IMAGE ................................................................ 348 Printing the Planogram to an Adobe Acrobat PDF File................................................... 348 7 Section 1 – Introduction Welcome to Shelf Logic, Enterprise Edition Shelf Logic, Enterprise Edition is a simple to use yet powerful program specifically designed to create planograms for shelving, pegboard and slat wall merchandising displays. Using the Smart Plan features, even the most complex planograms can be created in minutes by selecting your ?products and letting Shelf Logic arrange them. Other automatic features such as Smart Shelf and Next Location make item placement as simple as clicking your mouse. Your planograms can be created and printed using actual photographic images or line art representations that are scaled to the same dimensions of width, height and depth as the actual products. Statistical data is provided for the construction of the display, and for doing sophisticated space and sales analysis. ?Shelf Logic Enterprise Edition has several features that make it easy to incorporate your planograms into web pages, catalogues, documents and email. You can also share your ?planograms with customers and staff even if they don‘t have Shelf Logic Enterprise Edition installed. Getting Help About This User Manual This manual provides detailed information on all of the features of Shelf Logic, Enterprise Edition, as well as tips for creating and maintaining your database, image files, and merchan-dising display plans. Like the program itself, this manual will keep growing and evolving in response to the needs of ?our users. Updates will be available for download from the Shelf Logic web site user section. We welcome your comments on corrections or improvements that will help make this manual more useful. Please email to: Help@ShelfLogic.com ?This manual assumes that you have a basic working knowledge of Microsoft Windows. If you ?are not familiar with Windows terms such as dialogue boxes, mouse-clicks, menus, Windows Explorer, etc., consider reading Microsoft‘s guide entitled ―Getting Started with Microsoft ??Windows― or another suitable tutorial. A basic working knowledge of Windows and its features is essential to effective use of any software program. 8 This manual assumes that you are using a standard right-handed mouse with the left button set as the primary button. When the manual refers to clicking and double clicking, it is always with the left mouse button, unless otherwise specified. If you are left-handed, you can switch the left and ?right mouse buttons through the Windows Control Panel. When referring to a specific key on the keyboard, the name of the key will appear in brackets, for example means press the enter key. A keyboard combination such as means you hold down the Ctrl key while pressing the letter S, (or whichever letter applies to the specific command). Instructions for executing menu commands are shown as menu name/command name: File/Save As – first click on File Menu then select the Save As command. Technical Support Normal operating hours for the Technical Support Department are as follows: Monday – Friday 9:00 AM - 4:00 PM, EST Phone (845) 796-3260 ?All questions regarding the operation of Shelf Logic software should be sent to: Help@ShelfLogic.com Response time is usually within one business day. When contacting technical support you must include the following information. , Company name , User name and phone number. ?, Shelf Logic product and version number. , Detailed description of the problem that occurred including any error message. ?Shelf Logic Web Site User Section You will need a User ID and password to gain access to the web site User Section. Your User ID and password can be found in the introduction letter that is shipped with your software. If you do not have your User ID and password, please contact Technical Support. Some of the features of this section are: , Software Registration , User Manual updates for download. , Program updates for download. ?, Shelf Logic Reader Software for download. , Tips and FAQ‘s (frequently asked questions). System Requirements , PC compatible Windows 98, ME, NT, 2000, XP, Vista, Windows 7, Windows 8 , 20 MB available hard disk space 9 Section 2 – Installation ?Installing Shelf Logic Enterprise Edition Instructions for First Time Installations 1. Download your Shelf Logic program from our website: www.shelflogic.com. 2. On the website, logon to the user section with your user name and password. You will see a link to download Shelf Logic Enterprise Edition. When asked, save the file to disk. DO NOT open the file. 3. After downloading Shelf Logic Enterprise Edition, you will have a file called Setup.exe. Double-click on this file to start the installation. 4. Follow the installation instructions. 5. IMPORTANT: This must be installed onto the C: drive where the installation program puts it. You cannot move the program or its parts after installation. You cannot install this product on any version of Windows Server. ?The installation program will install Shelf Logic Enterprise Edition into a folder named ―C:\Program Files\Shelf Logic Enterprise Edition‖. , A subfolder named Backup will be created for storing backup files. , A subfolder named DataFile will be created for planogram and database files. , A subfolder named Images will be created for storing photo image files. , A subfolder named Reports will be created for storing report files. , A subfolder named Samples, which contains a practice database and demo plan files. ?, A Shelf Logic Enterprise Edition Program Group will be created on the Windows? ?Start Menu with icons for starting Shelf Logic, moving Shelf Logic and complete Uninstall. ?, A desktop shortcut for Shelf Logic Enterprise Edition will also be created. 10 Shelf Logic Trial Version When Shelf Logic is first installed, it automatically becomes a trial version. It needs to be registered in order to become a fully working copy. If the program is not registered, you will see this screen when the program starts: Figure 1. The Registration Dialog Box , If you are using Shelf Logic as a trial version, then click on the ―Continue with Trial‖ button. , If you purchased Shelf Logic and wish to register it, then click on the ―Register Program‖ button. See the next section for information on registering your program. , If you haven‘t purchased Shelf Logic and wish to do so. Click on the ―Purchase Software‖ button and you will be taken to our website so that you can purchase the product. , You can click on the ―Cancel‖ button to exit the program. 11 ?Registering Shelf Logic After installing the program (but before running it for the first time) you will need to register ?your Shelf Logic software and obtain a program key code. You can register on our website or over the phone by calling our office. To start the registration, click on the ―Register Program‖ button. You will then be presented with a registration number. This registration number is turned into a program unlock key by calling our offices to get a program key, or by going to our web site and registering it online. The URL is: Keep the register dialog box open while you get the program key. If it is closed, you will get a different registration number each time you open the registration dialog box. Once you get the program key, enter it into the program key field and click on the ―Register Program‖ button. The program will then be registered and fully functional. This only needs to be done once. The key code you will be issued is only valid for one installation so you will need to obtain a ?new key code for each copy of Shelf Logic Enterprise Edition that you purchase. If you need assistance in registering your software, please contact Technical Support. ?Note: Please refer to the section on Removing Shelf Logic which contains , important information about moving, reinstalling, and re-registering your Shelf ?Logic software. 12 Upgrading From a Previous Version ?If you are currently using Shelf Logic Master Edition, you must contact Tech to upgrade and ?convert your Master Edition plan files and databases to Shelf Logic Enterprise Edition. ?Moving Shelf Logic Enterprise Edition ?Please follow these instructions carefully in case you need to move Shelf Logic Enterprise Edition to a different computer or reinstall at a later date: 1. Copy the DataFile folder, Images folder, and Reader folder to a removable medium (floppy disk, zip disk, tape or network drive) before running the remove program. You will need to transfer these files to the new installation. ?2. From the Windows Start Menu, select Shelf Logic Enterprise Edition/Move. ?3. Shelf Logic Enterprise Edition will be removed from you computer and a removal code will be displayed on your screen. 4. **You must write down this removal code and store it in a safe place or send it directly to help@shelflogic.com. ** Note: You must have the removal code when you reinstall and reregister Shelf , ?Logic Enterprise Edition. This removal code is valid for only one reinstall so you must have a new removal code each time the software is moved. ?Reinstalling Shelf Logic Enterprise Edition ?1. Reinstall Shelf Logic Enterprise Edition following the instructions at the beginning of this section. 2. Copy your data files to C:\Program Files\Shelf Logic Enterprise Edition\DataFile. 3. Copy your image files to C:\Program Files\Shelf Logic Enterprise Edition \Images. 4. Copy your zipped Reader files to C:\Program Files\Shelf Logic Enterprise Edition \Reader. ?5. Run Shelf Logic Register according to the instructions above. You will need both the removal code and the new registration number when , contacting Technical Support. 13 Section 3 - Getting Started ?Starting Shelf Logic Enterprise Edition ?Once installation is complete, you may begin using and learning Shelf Logic Enterprise Edition. ?From the Windows Start Menu, select Programs, then the Shelf Logic Enterprise Edition ?Program Group. Click the Shelf Logic Enterprise Edition icon to run the program, or double-?click the Shelf Logic Enterprise Edition desktop icon. A practice database and plan files have been included for use during the learning process. To access the practice files: 1. Click File/Open 2. Double-click the ―C:\Program Files\Shelf Logic Enterprise Edition\‖ folder. 3. Double-click the Samples folder. 4. Double-click one of the practice files. This will open a practice planogram and activate the practice database. , 14 Overview Capabilities Number of items per database file: Unlimited 10 Maximum plans opened at one time Maximum faces on a plan: 1500 Maximum Items stacked behind each other in a facing: 255 Maximum shelves on a plan: 250 Maximum plan width: 250 Feet Maximum plan height: 250 Feet Maximum number of databases: Unlimited Maximum number of databases per plan: 1 Maximum Levels of Undo and Redo: 100 Plan Scaling Zoom Ratio: 1.5:1 to 63:1 (at 640x480 monitor resolution) Scale Ratio: 5 1/4-feet/screen inch to 1 1/2-inches/screen inch Viewing capacity: 45 x 27 feet to 3/4 x 1/14 feet (at 640x480 monitor resolution) Item measurement accuracy to 1/16 inch 15 Screen Elements Main Window When Shelf Logic Enterprise Edition is started, all activities take place on the Main Window, as shown in the figure below. At the top of the window is the Menu Bar, which contains all of the commands and features ?of Shelf Logic Enterprise Edition. Below that are the various Button Bars that have shortcut commands on them. Below that is the Plan Window. This can contain up to 10 opened Plans or Floor Plans. One plan window is visible above. Along with that plan window is the Picture Selector, which contains pictures of all products in your database and lets you select them to place onto your plans.. Next to the Product Picture Selector is the Toolbar. This has a scroll bar to control the scale of the plan and various feature switches. It indicates if shelves are locked, if photos are shown and more. You can also turn these features on and off. 16 On the right of the Plan Window is the Product Selector, which has a list of all products in your database and lets you select them to place onto your plans. The Product List Selector also has list of fixtures and signs. When working on Floor Plans, this will show the planograms available, fixtures and obstructions. The Picture Selector, Product List Selector and Toolbar can be moved anywhere within the Plan Window. In addition, there is an option to dock the Product and Picture Selectors so they remain on the right side of the Plan Window. 17 Rulers Shelf Logic has rulers that can be made visible or hidden. The ruler can start measuring from the top of the display downwards or be set to measure from the bottom of the display upwards. In addition, the ruler‘s starting point can be changed to start at any location. This is very useful for measuring the distance between objects. By default, the ruler start measuring from the top left of the display. This can be changed in the Display Setup Dialog Box. There you will find a checkbox that indicates the ruler will start measuring from the bottom of the display upwards. Changing the Rulers Starting Point The ruler‘s starting point is changed by clicking in the box between the rulers and dragging the starting point around until the desired position is found. When you let go of the mouse, the rulers will change to reflect the new ruler starting points. Figure 3. Changing the Ruler Starting Point Resetting the Rulers Starting Point You can reset the rulers starting point to the upper left by double-clicking on the gray box between the rulers. Hiding Rulers You can toggle the display of the ruler form the View Menu. There is a selection called ―Show Ruler‖. Selecting this turns the ruler display on and off. 18 How to Execute Commands ?The many features of Shelf Logic Enterprise Edition can be executed by using menus, keyboard shortcuts, button and tool bars, mouse clicks, or drag and drop. Before executing some commands, you must first select a shelf or item on which the command will be performed. Clicking the left mouse button on a shelf or item selects and highlights it in bright red. Menus There are two ways to execute commands from the menus: 1. Using the mouse, click the menu name then click the command on the drop-down menu. 2. Using the keyboard, hold down and press the underlined letter in the menu name, then press the underlined letter in the command name. Hot Buttons The Hot Buttons located on the Button Bar are shortcuts to some of the more frequently used features. All of the Hot Button commands can also be found in the menus. Shortcut Menus (Right Mouse Button) In addition to the main menus, there are several shortcut menus that can be accessed by clicking the right mouse button over an object. These menus are object-sensitive, which means that the available options will be different depending upon the object you right-click on. We suggest experimenting with the right mouse button feature as much as possible. Once familiar with the different menus, you will find them to be considerable step-savers. , Right clicking over a shelf will select the shelf and open a Shortcut Menu of commands relating to shelf arrangement. , Right clicking over the plan area will open a Shortcut Menu of commands relating to display setup. , Right clicking over an item in the Product List Selector Window will select it and open a Shortcut Menu of commands relating to Product Information. , Right clicking over an item in the Plan Window selects it and opens a Shortcut Menu relating to item placement in the plan. 19 Double-Clicking an Object Double-clicking an object in the plan window, such as a shelf or item, opens a maintenance menu that allows you to change the shelf dimensions or update the item in the database. Double-clicking on selected items on the plan lets you edit those items in the Product information window. Double-clicking the plan area opens the Display Setup dialogue box. Double-clicking an item in the Product List Selector Window places the item on the plan. If you have Location Grouping turned on, then double-clicking on a product face will open the Location Group Window. Drag and Drop Items can be dragged from the Product Selection Window and dropped onto the plan. To drag an item, select it from the Product List Selector Window and hold down the left mouse button as you move the mouse. Release the mouse button to place the item on the plan. When dragging and dropping an item, the Smart Shelf feature and Snap-To features still apply if turned on, but Next Available Location has no effect. 20 Keyboard Shortcuts Some frequently used commands can be executed directly from the keyboard by holding down or and pressing a corresponding letter. If a particular command has a Keyboard Shortcut, it will appear on the menu next to the command name as follows: . Shortcut keys can also be created by the Keystroke Manager, which can assign any command to a key. Reference List of Keyboard Shortcuts Add Items to Database Add Items to RIP Queue Product Information File/Save Open Existing Plan Show Guidelines/Turn off Guidelines Show Peg Holes/Turn Off Peg Holes Show Photos/Turn Off Photos Show By Quantity Sold Display Setup Undo Redo Cut Copy Paste Find (Items on Planogram) Zoom In F8 Zoom Out F7 Print Planogram Scroll Forward through Product Information Scroll Backward through Product Information ?Exit Shelf Logic Copy Selected Area 21 22 List of Menus & Commands File Menu New Planogram– Starts a new Planogram. New Window – Duplicates the current plan in another window. Open – Opens an existing plan or floor plan. Save – Saves the current plan. Save As – Saves a copy of the current plan in a new file with a new name. Close – Closes a plan. Delete Plan – Permanently deletes a plan or floor plan from your hard drive. New Database – Creates a new database file for items. Unit of Measure , Toggles between English and Metric unit of measure. Import Item Database – Imports data into the items database from other applications. Export Item Database – Export the items database for use with other applications. Export Plan – Exports the plan data for use in other applications. Print Setup – Change printers and printer options, such as paper orientation. Print Plan – Set print options and print the planogram. Recent Plans – This displays and lets you select the 5 most recent plans opened ?Exit – Closes Shelf Logic Enterprise Edition. Edit Menu Undo – Reverses up to 10 operations. Redo – Reverses the last Undo operation. Delete – Removes one or more items or shelves from a plan. Cut – Deletes an object and stores it in the clipboard for reuse. Copy – Copies an object to the clipboard for reuse. Paste – Places the clipboard contents in a new location. Find – Finds and highlights matching items in a plan. Copy Image to Clipboard – Copies the selected area of the plan to the Windows clipboard for pasting into another application. Enter Note – This will let you enter a ?post-it‘ style note. Field Mapping – Lets you rename fields to another field name. 23 View Menu Display Show Product Photos – Turns photo image display on and off. Show Product Shapes – Turns product shapes display on and off. Display Item Text – Turns display of product info in the item box Show Product Peg Labels – Turn peg label display on and off. Show Product Pegholes – Turns display of pegholes on products on and off. Show Pegholes – Turns display of pegholes on and off. Show Peg Labels – Turns display of peg labels on and off. Show Notes – Turns the display of notes on and off. Show Shelf Numbers – Turns display of shelf number tags on and off. Show Ruler – Turns Ruler display on and off. Show Grid – Turns Grid display on and off. Show Guidelines – Turns display of guidelines on and off. Clear All Guidelines – Clears all guidelines. Views Front – Displays the plans front view. Top – Displays the plans top view. Side – Displays the plans side view. Cross Section – Displays the plans side view with moveable cross sections. 3D – Displays the plan in 3D view. Top View Options Show All Items – The top view displays shelf and peg items Show Shelf Items – The top view displays only shelf items Show Peg Items – The top view displays only peg items Setup Display Setup – Displays plan setup window. Auto Format – Lets you configure the Auto Format feature. Grid Setup – Lets you specify grid options. Snap to Setup – This lets you turn various snap to features on and off. Peg Properties – Displays and lets you change the peg hook properties. Zoom Zoom in – Enlarges the view of a section of the plan. Zoom out – Shrinks the view to display more of the plan. Zoom to Plan – Sizes the plan to best fit the screen. Zoom to Select Box – First select an area of the plan and this sizes that area to fit the screen. Scale – Changes the scale of the plan on the screen. Location Grouping – Turns grouping of similar items on and off. Location Properties – Set properties for the selected location. Plan Properties – Set properties for the plan in current window. Floor Properties – Set properties for the floor plan in current window. 24 Show Product List Selector – Turns display of Product List Selector on and off. Filter List Selector – Create filter for Product List Selector to show only selected items. Show Product Picture Selector – Turns display of Product Picture Selector on and off. Filter Picture Selector – Create filter for Product Picture Selector to show only selected items. Show Floating Toolbar – Turns display of Toolbar on and off.. Preferences – Set defaults for some of the program features. Info – Displays information about the current plan. 25 Face Menu Product Info – Add items or change existing items in the Items database file. Change Hook Length – Edit peg hook length for an item already on the planogram. Number in Stack – Define the number of items to be placed in a stack. Change Merch Style – Change the merchandising style for selected faces. Flip Side – Flip item onto its side Top – Flip item onto its top Front – Flip item onto its front Turn 90? CCW – Turn item 90 degrees counter-clockwise Turn 90? CW – Turn item 90 degrees clockwise Turn 180? CCW – Turn item 180 degrees Turn to Normal – Turn item back to its normal upright position Rotate – Rotate item any amount on X, Y or Z axis. Duplicate Up – Duplicates the highlighted item upwards. Duplicate Right - Duplicates the highlighted item to the right. Align Left – Align products to the left Right – Align products to the right Top – Align products to the top Bottom – Align products to the bottom Center – Align products to the center To Peghole – Align products to the nearest peghole Justify Left Justify – Products are left justified Right Justify – Products are right justified Center Justify – Products are Center justified Spread Out – Products are evenly spread out Enter Justify Gap – Enter amount of space between items when justified. Move Nudge Up – Move the selected products up a tiny amount. Nudge Down – Move the selected products down a tiny amount. Nudge Left – Move the selected products left a tiny amount. Nudge Right – Move the selected products right a tiny amount. Bring to Front – This brings the selected item(s) to the foreground. Bring to Back – This brings the selected item(s) to the background. Next Face – Move the selection to the next face on the plan. Previous Face – Move the selection to the previous face on the plan. Mirror Plan – Reverse the plan so it‘s a mirror image of itself Update from Database – Updates item details that have been modified since the plan was created. 26 Fixture Menu Shelf Add Shelf – Adds one or more shelves to the plan. Change Shelf – Changes shelf dimensions or placement of an existing shelf. Renumber Shelf – Change shelf numbering from top to bottom or bottom to top Mirror Faces on Shelves – Reverse order of faces on selected shelves. Weight of All Products on Shelf – Total weight of products on a shelf Lock Shelves – Prevents shelves from being moved. Fixture Add Fixture – Adds one or more fixtures to the plan. Change Fixture – Changes Fixture dimensions or placement of an existing Fixture. Fill Fixture with Product – Lock Fixture – Prevents fixtures from being moved. Background Fixture Add Background Fixture – Adds one or more Sections to the plan. Change Background Fixture – Changes Section dimensions or placement of an existing Section. Lock Background Fixture – Prevents Sections from being moved. 27 Tools Menu Arrow – Toggles between the normal arrow pointer and the Tool Bar pointers. Magnify Up – (Zoom In) Turns the pointer into a magnifying glass to enlarge the view of an item, shelf or section of the plan (changes the display only, not the actual plan). Each mouse click enlarges the view by one increment. Magnify Down – (Zoom Out) Turns the pointer into a magnifying glass to shrink the view and display more of the plan (changes the display only, not the actual plan). Each mouse click shrinks the view by one increment. Grab – Turns the pointer into a hand and moves the plan up/down or right/left within the Plan Window (an alternative to Scroll Bars). Smart Shelf – Turns the Smart Shelf automatic features on and off. Next Available Location – Turns the automatic placement feature on and off. Item Key Numbering – Turns manual key numbering mode on and off. RIP Processor – Lets you add products to the RIP Queue for rapid product placement. RIP2 Processor – Lets you add products to the RIP2 Queue for rapid product placement. RIP3 Processor – Lets you add products to the RIP3 Queue for rapid product placement. Keystroke Manager – Lets you assign any menu selection to a key. Layer Manager – Create and store selections as layers Sales Menu Category Management Configure Category Mgmt - Create category mgmt reports. Run Category Mgmt Report - Run category mgmt reports. View Category List – Display category list to use for showing category Chart – Shows the Category report graphically. Identify Products By – Show categories (or other fields) in different colors for easy identification. Display fields are: Category Sub Category Sub Sub Category Brand Category Role Strategic Role Lifecycle Stage Visual Sales Reporting Configure Visual Sales Reports – Create and change Visual Sales Report. Run Visual Sales Reports – Run Visual Sales Report. Stop Visual Sales Reports – Stop a running Visual Sales Report. Importing Sales Data – Imports sales information from CSV style files. Setup Sales Periods – Define each sales period to be used with sales data.. 28 Report Menu Print Planogram – Set print options and print the planogram. Print Shelving Schematic – Set print options schematic printout. Set Section Headers & Footers – Set headers and footers for planogram printouts. Schematic Listing – Print or display information for constructing the actual shelving. Product Listing – Print of display list of items on the display, quantities and placement. Space Analysis Report – Analyzes display space usage. Financial Analysis Report – Analyzes display profitability. Product File Listing – Detailed information about the Items database file. Presentation Manager Create/Change Presentation Report – Create and change Presentation Reports. Run Presentation Report – Runs Presentation Reports. Report Writer – Create, change and run custom reports. Help Menu Contents – Opens the Help system. ?About – Shelf Logic version and release information. 29 Section 4 – Database Setup Creating the Database Shelf Logic, Enterprise Edition requires a minimal amount of initial setup, however, as with any new software, setup should be given careful consideration. Instructions for creating a database must be carefully followed. Data entry and product dimensions must be accurate. The quality of your final planogram is dependent upon an accurate, well-planned database. There are 3 ways to get product information into the database. 1. Manually enter the data using the Product Information Screen. 2. Import the data from an Excel spreadsheet using the Shelf Logic Import feature See Section 16. ―Exporting and Importing‖. 3. Put the data directly into the Access 2000 database. This is done outside of Shelf Logic and is for users who have a familiarity of writing queries or programs in Access 2000 Which method you choose will depend upon the size of your database, whether your database already exists in another application, and your experience level with database concepts. In this ?section, items will be entered into the database through Shelf Logic Enterprise Edition. Importing a database is covered in Section 14. ?Note: Be sure that all plan files are closed and that only the main Shelf Logic Enterprise , Edition application window is open (gray background). Many of the Hot Buttons and Menus will be inactive, however, the items database can still be accessed. If you previously had the ?sample files open during this working session, close Shelf Logic Enterprise Edition and reopen it to access the default items database. Metric Planograms Menu: File/Unit of Measurement/English Menu: File/Unit of Measurement/metric Shelf Logic supports both English and Metric systems. You can switch between the two of them, even while you are working on your plan. When in English, measurements are in inches, except for the display size, which is measured in feet. When in metric, all measurements are in centimeters (cm). To switch between English and metric, use the ―File/Unit of Measurement‖ menu selection and choose English or metric. 30 Entering Items into the Database Product Information Form Hot Button: Items Items Menu: Maintenance Keyboard Shortcut: When you execute one of the above commands, the Product Information form will open as shown below. The name and location of the active database file will appear on the title bar of the form—double check that you are using the correct database. Figure 2 Product Information The Product Information Window is divided into 5 screens. The first tab displays the ―General‖ screen as shown in the figure above. This has the identification information such as UPC and SKU codes, Vendor information, etc. Each line in the screen is called a field: , use to move forward one field, , use to move backward one field, , or click the mouse inside the field to select it. The UPC Code is the key field of the database and should always be entered first. If an item has already been entered using this UPC Code, the item details will fill the Product Information Window. The UPC Code must be unique for each item—duplicates are not allowed. 31 The second tab is the ―Dimensions‖ screen and has all of the dimensional information about the product. There are 5 product merchandising types, Unit, Tray, Case, Display and Alternate. You can use these to represent other product packing, such as carton, etc. But essentially, you have 5 ways a product can be placed onto the plan. And for each display type, there are dimensions and pricing and separate images for each type. The ―Merchandising Style‖ combo box will determine which of these display types are used for this product on the plan. The pricing information entered is used for profit analysis, etc. You can enter much more specific pricing information for the product elsewhere, but these figures are used as a general or average pricing for this product. 32 The third tab is the ―Images‖ screen, which is displayed in the figure above. This shows the product images used for the product. You can have photos for each of the 4 display types. And for each display type, you can have front, side and top view photo images. Above the photos are tabs for each Display Type, Unit, Trap, Case and Display. Next to each photo is a small button marked ―Edit‖. This will place the product photo into our Image Workbench where you can adjust contrast and brightness and much more. See the ―Image Workbench‖ section for more information. Below the product images is the path and name of the photo image. You always enter the name of the Front View photo. Shelf Logic supports 21 image types. If you will also have a side and top view photos, then the Font View photo has to have an extension of ―1‖ (one). When Shelf Logic sees the ―.1‖ extension, it will also look for photos ending in ―.2‖ (side view ) and ―.3‖ (top view). If these photos are found, they are displayed, as shown in the figure below. 33 Here the image name ends in ―.1‖ so the program shows the side and top views. The top view looks larger only because the photo is displayed as large as the space allows. On the plan, of course, each view is the same size. The ―Transparent Color‖ lets you select a transparent background color. This is useful for non- rectangular product and for nesting products. This transparent color is used for all Display Types and views for this product. 34 Item Color You can select the fill and outline color for each product by clicking on the ―Item Color‖ button. The following window will be seen. . Click on the ―Change Color‖ buttons to change the Fill and Outline Colors. The Window Color Selector will appear and you can choose from over 16 million colors. You can also select a pattern for the product. 35 Product Information Chart Some fields are required entries and some fields require data in a specific format. Each field has a maximum allowable number of characters. If a field is user-defined, that means numbers or letters are acceptable. Refer to the Product Information chart below. While your database is still in the planning stage, we suggest creating a practice planogram and printing out a sample of each report so you can see the effects of any empty or user-defined fields. The following chart details the type of data to be entered when creating your database in Shelf ?Logic Enterprise Edition: Product Information Field Chart Field Name Data REQUIMax (*Can Edit Field Description Type RED Chars Label) *UPC Code The industry standard Universal Product Code. This field is the primary (key) field, ?which Shelf Logic Enterprise Edition uses Text Yes 25 to organize and locate items. It must be a unique number for each item—no duplicates are allowed. *Item Code Although this is an optional field, leaving it Text No 25 empty may have significant impact on your final results. *SKU Code The manufacturer's identification code for Text No 25 the particular item. *Vendor Code Code or number to identify the vendor that Text No 25 supplies this item. *Vendor Name The full name of the vendor that supplies Text No 50 this item. *Item Name Although this is an optional field, leaving it Text No 50 empty may have significant impact on your final results. Item Type 1 ―P‖ for peg items, ―S‖ for shelf items, ―I‖ Text Yes for sign items. *Category 50 This field can be used to organize items by groups of related products for database Text No filtering. Some reports are sorted by category. Sub Category Text No 50 Second level category Sub Sub Category Text No 50 Third level category Category Role Text No 25 Strategic Role Text No 25 Lifecycle Stage Text No 25 *Description Text No 50 A detailed description of the item. Unit Width 12 The width of the item (left to right) in Number Yes inches. Enter whole numbers or decimals 36 (1, 1.25, 1.5). Do not enter fractions. Unit Height 12 The height of the item (top to bottom) in Number Yes inches. Enter whole numbers or decimals (1, 1.25, 1.5). Do not enter fractions. Unit Depth 12 The depth of the item (front to back) in Number Yes inches. Enter whole numbers or decimals (1, 1.25, 1.5). Do not enter fractions. Unit Units 12 The number of individual products in a Number Yes ―Unit‖ Unit Cost 12 Enter the wholesale price of the Unit item. Currency No This field is used to calculate profit margins. Do not enter dollar signs. Unit Sell Price 12 Enter the price that the Unit item is sold for Currency No in dollars. This is usually the wholesale price of the item. Do not enter dollar signs. Unit Retail Price 12 Enter the suggested retail price of the Unit item in dollars. This field is used to Currency No calculate profit margins. Do not enter dollar signs. Tray Width 12 The width of the Tray item (left to right) in Number Yes inches. Enter whole numbers or decimals (1, 1.25, 1.5). Do not enter fractions. Tray Height 12 The height of the Tray item (top to bottom) in inches. Enter whole numbers or Number Yes decimals (1, 1.25, 1.5). Do not enter fractions. Tray Depth 12 The depth of the Tray item (front to back) in inches. Enter whole numbers or Number Yes decimals (1, 1.25, 1.5). Do not enter fractions. Tray Units 12 The number of individual products in a Number Yes ―Tray‖ Tray Cost 12 Enter the wholesale price of the Tray item. Currency No This field is used to calculate profit margins. Do not enter dollar signs. Tray Sell Price 12 Enter the price that the Tray item is sold Currency No for in dollars. This is usually the wholesale price of the item. Do not enter dollar signs. Tray Retail Price 12 Enter the suggested retail price of the Tray item in dollars. This field is used to Currency No calculate profit margins. Do not enter dollar signs. Case Width 12 The width of the Case item (left to right) in Number Yes inches. Enter whole numbers or decimals (1, 1.25, 1.5). Do not enter fractions. Case Height 12 The height of the Case item (top to bottom) in inches. Enter whole numbers or Number Yes decimals (1, 1.25, 1.5). Do not enter fractions. Case Depth Number Yes 12 The depth of the Case item (front to back) 37 in inches. Enter whole numbers or decimals (1, 1.25, 1.5). Do not enter fractions. Case Units 12 The number of individual products in a Number Yes ―Case‖ Case Cost 12 Enter the wholesale price of the Case item. Currency No This field is used to calculate profit margins. Do not enter dollar signs. Case Sell Price 12 Enter the price that the Case item is sold Currency No for in dollars. This is usually the wholesale price of the item. Do not enter dollar signs. Case Retail Price 12 Enter the suggested retail price of the Tray item in dollars. This field is used to Currency No calculate profit margins. Do not enter dollar signs. Display Width 12 The width of the Display item (left to right) in inches. Enter whole numbers or Number Yes decimals (1, 1.25, 1.5). Do not enter fractions. Display Height 12 The height of the Display item (top to bottom) in inches. Enter whole numbers or Number Yes decimals (1, 1.25, 1.5). Do not enter fractions. Display Depth 12 The depth of the Display item (front to back) in inches. Enter whole numbers or Number Yes decimals (1, 1.25, 1.5). Do not enter fractions. Display Units 12 The number of individual products in a Number Yes ―Display‖ Display Cost 12 Enter the wholesale price of the Display Currency No item. This field is used to calculate profit margins. Do not enter dollar signs. Display Sell Price 12 Enter the price that the Display item is sold Currency No for in dollars. This is usually the wholesale price of the item. Do not enter dollar signs. Display Retail 12 Enter the suggested retail price of the Price Display item in dollars. This field is used Currency No to calculate profit margins. Do not enter dollar signs. Alternate Width 12 The width of the Alternate item (left to right) in inches. Enter whole numbers or Number Yes decimals (1, 1.25, 1.5). Do not enter fractions. Alternate Height 12 The height of the Alternate item (top to bottom) in inches. Enter whole numbers or Number Yes decimals (1, 1.25, 1.5). Do not enter fractions. Alternate Depth 12 The depth of the Alternate item (front to Number Yes back) in inches. Enter whole numbers or decimals (1, 1.25, 1.5). Do not enter 38 fractions. Alternate Units 12 The number of individual products in a Number Yes ―Alternate‖ Alternate Cost 12 Enter the wholesale price of the Alternate Currency No item. This field is used to calculate profit margins. Do not enter dollar signs. Display Sell Price 12 Enter the price that the Alternate item is Alternate sold for in dollars. This is usually the Currency No wholesale price of the item. Do not enter dollar signs. Alternate Retail 12 Enter the suggested retail price of the Price Alternate item in dollars. This field is used Currency No to calculate profit margins. Do not enter dollar signs. Merch Style 1 Default Merchandising style. 0=Units, Number Yes 1=Tray, 2=Case. 3=Display 4=Alternate Brand Text No 50 The product‘s brand name Weight Number No 12 The weight of a single item in ounces. Weight UM 2 The unit of measure for the weight. (oz, lb, Text No gram, etc). Peg Type The peg hook type for this item Text No 2 Peghole1 Left 10 This field is only available when the Peg Item Type is selected. Enter the distance Yes from the left edge of the package to the (for peg Number center of the peg hole. Enter whole items) numbers or decimals (i.e. 0.25, 0.5, 0.75, 1). Do not enter fractions. Peghole1 Top 10 This field is only available when the Peg Item Type is selected. Enter the distance Yes from the top edge of the package to the Number (for peg center of the peg hole. Enter whole items) numbers or decimals (i.e. 0.25, 0.5, 0.75, 1). Do not enter fractions. 39 Field Name Data REQUIRMax (*Can Edit Description Type ED Chars Field Label) Last Sales ID 8 No entry is made by the user. This field is Number No controlled by Shelf Logic Last Changed 8 No entry is made by the user. This field is controlled by Shelf Logic and will Text No automatically display the date of the last change to this item. Outline Color Number Yes 10 The Face outline color Fill Color Number Yes 10 The Face outline color Pattern Number Yes 1 The Pattern Number of the Face Image Name 100 Enter the path (location) and filename of the image file to be associated with this item. Text No Clicking the browse button will allow you to select the file from the contents of your computer. Tray Image 100 Enter the path (location) and filename of the Text No Name image file to be associated with the Tray item. Case Image 100 Enter the path (location) and filename of the Text No Name image file to be associated with the Case item. Display Image 100 Enter the path (location) and filename of the Name Text No image file to be associated with the Display item. Alternate 100 Enter the path (location) and filename of the Image Name Text No image file to be associated with the Alternate item. Shape Number Number Shape Name Text 100 Transparent 12 Check desired transparent background color or Number No Color click on the button to enter your own color. Nest Amount 12 The height in inches of the portion that shows Number No when this item is stacked one inside the other. *User 1 Text No 50 Optional, user defined field. *User 2 Text No 50 Optional, user defined field. *User 3 Text No 50 Optional, user defined field. *User 4 Text No 50 Optional, user defined field. *User 5 Text No 50 Optional, user defined field. Metric Yes/No Yes 1 Yes if this item is measured in Metric units Brand Text No 50 Record Counter – Located at the upper right corner of the Product Information form, the first number indicates the current record number and the second number indicates the total number of records in the database. 40 Forward & Back Buttons – Used to scroll through the contents of the Items Database. This is an alternative to searching when you have a small database, and an alternative to the ―Save‖ button to edit a record and continue scrolling. Save Button - Once the required data has been entered, click the Save button (or use the keyboard shortcut of ). After clicking the Save Button, the Product Information form will clear so that another item can be entered. Cancel Button– Clears the screen without saving changes. Delete – Deletes the current record from the Items Database. Exit – Closes the Product Information screen and returns to the main Shelf Logic,Enterprise Edition screen. Item Colors - Click the Item Color Button to select a color scheme and pattern that will print in line art printouts and display on screen when photo images are turned off. Each item can have its own outline color, fill color, and pattern. If no color scheme is selected, a default of white with black outline will be used. User Fields – This lets you enter the user fields window to enter one or more additional user fields.. 41 Item Types There are three types of items used by Shelf Logic, shelf items, peg items, and signage. Shelf Items Shelf Items have an item type of ―S‖, can be placed only in shelves. You will get an error message if you try to put a shelf item in a peg area. Peg Items A peg item, with an item type of ―P‖, is placed in a peg area, but can also be placed onto shelves. Many peg items can also stand up and can therefore be placed on a shelf. Peg items must have the Peghole from Left and Peghole from Top measurements Signage Items A signage item, with an item type of ―I‖, is used to represent signs and fixtures. Signage items can be placed anywhere on the display. They have width and height, but no depth, weight, nesting amount, suggested retail, peg hole from top and left. You can assign a photo image to a sign and put the sign anywhere on your display. The sign is on the plan but not included in the Space Analysis or Financial Analysis reports. Creating a sign is similar to adding an item to the database. The difference is that the item type is ―I‖ for a sign item. Create a UPC Code, or make one up, for the item and enter it. Then enter the other information you need. You will need to enter the signs height and width, and you should specify the photo of this sign. Otherwise the sign will appear as a colored box. Sign will appear in the item list box with an item type of ―I‖ and will come before the peg and shelf items in the Product List Selector list box. Select the sign item as you would any other item. Then place the sign in exactly the location you wish. You can drag the sign as you would any item. A sign can be deleted by selecting it and pressing the Delete Key, the same as deleting an item. Fixture Signs You can create signs that simulate fixtures. For example, you could create a sign in the shape of a barrel and give it a barrel photo. This barrel can then be put onto the place and items can be put behind the barrel, making it seem like the barrel is a display for holding items. Important Note: Do not move or rename a database once it‘s been used for a planogram. Do not delete products from a database if they have used in any planogram. 42 Putting Photos into your Plan In order to use photographic images in your planograms, all you have to do is enter the item‘s image file name and location in the Items database. Once entered, you should not move or rename image files and folders or you may have to recreate these links. Image files can be stored on any drive and in any folder, however, we recommend storing them in the Images subfolder created during installation of Shelf Logic Enterprise Edition. Image File Formats Shelf Logic Enterprise Edition supports the following image file formats: .BMP Bitmaps .CGM Computer Graphics Metafile .JPG, .JPEG Jpegs .FAX Generic Fax .FPX Kodak FlashPix .GIF Graphics Interchange Format .IMG Gem Image .MAC Mac Paint .MSP Microsoft Paint .PCD Kodak Photo CD .PCT MacPict File .PCX PC Paintbrush .PNG Portable Network Graphics .PSD Photoshop File .RAS Sun Raster File .SCT Scitex Continuous Tone .TGA Targa .TIF Tagged Image Format File .WMF Windows Metafile Format .WPG WordPerfect Graphics Format Transparency is supported for all image formats with your choice of any transparent color. In addition, each item can have its own transparent color. Note: Some compressed image formats, like jpegs, don‘t make good candidates for having a transparent background. This is because the transparent color in the image may get changed slightly when compressed and will no longer match the specified transparent color you defined for that item. If you are going to use photographic images with your plans, you can use the Shelf Logic Image Workbench to perform the following functions: , Convert files between various formats. , Resize or resample color images – Shelf Logic, Enterprise Edition will automatically scale the bitmap image to the proper size for the planogram, however, if the image is too large or too small, print quality may be affected. The recommended size is approximately 100 to 400 pixels height or width, with the second dimension proportionate to the first. 43 , Cropping – the photograph should be taken straight on and never at an angle. Crop as close as possible to the edges of the actual item, removing as much excess background as possible. , Change background color – since the printed planogram background is white, the graphic image background should also be white. If you want transparency, then color the background a unique color not found anywhere else in the image. Use a graphics program such as Photoshop to do this. Transparency Shelf Logic supports transparent images for all image types. Each item can have its own transparent color. This is done by specifying a transparent color on the Product Information screen. You can select ―none‖ for no transparency, ―Black‖ to make black the transparent color, ―white‖ to make white the transparent color, or click on the ―Choose Transparent Color‖ button to select a different transparent color. Note: Transparency doesn‘t work well with compressed image types such as a jpeg. This is because the transparent color may change when the image is compressed and no longer match the color you selected. Three-Sided Image Support ?Shelf Logic Enterprise Edition supports industry standard 3-sided images. These images have a file extension of .1 .2 or .3. Only the image named .1 is entered into the image file field but all ?three images must be in the same folder. When the Flip Item feature is used, Shelf Logic Enterprise Edition will automatically use the item image with the corresponding side number. When an item is flipped to side 2, imagefile.2 will be used; and when flipped to side 3, imagefile.3 will be used. Figure 3. Front View Figure 4. Side View Figure 5. Top View 44 The Image WorkShop You can edit your photo images directly from the Shelf Logic Item Maintenance window. You can automatically crop, change brightness and contrast, sharpen your image and much more. Next to the picture displayed on the Item Maintenance window, there‘s a button labeled ―Edit Photo‖. When this is clicked, the Image WorkShop Window will appear, as shown below. The large square are is the Image Window and we can see our image displayed there. On the left are buttons to modify and adjust the image. On the right are controls to zoom in and out on the image. Below the image are the image dimensions (width x height) and the name of the image. If the item is cropped or resized, you will see the new dimensions here. Cropping There are two ways to crop an image, the ―Crop‖ and ―Auto Crop‖. 45 Crop When you click the ―Crop‖ button, four Crop Lines will appear, two vertical and two horizontal. You can drag these Crop Lines into the proper position using the mouse. Click the left mouse button when the mouse is over a line and you can position it over the image in the desired location. When you click the ―Crop‖ button, the button‘s caption then changes to ―Finish‖ and the ―Auto‖ button changes to ―Cancel‖, as shown below: When the Crop Lines are positioned correctly, click the ―Finish‖ button to complete the cropping. If you decide not to crop the image, click on the ―Cancel‖ button. 46 Auto Crop The Auto Crop is useful when there is a white (or any color) area around an item. The Auto Crop will automatically find the borders of the product image and position the Crop Lines at these borders. You can then move the Crop Lines if needed. When done, you can click on the ―Finish‖ button or click on ―Cancel‖ to cancel the auto crop. Tolerance The Tolerance Slider sets how the border color differences are treated. If the Tolerance is set at Less, then the border has to be a pure color. If the color is not pure, then you need to increase the Tolerance until the Auto Crop can go past the border area and sense the product border edge. If the Tolerance isn‘t set properly, you can cancel the operation and increase the tolerance and do the auto crop again. Suggestion: Start with the least amount of Tolerance, and try the Auto Crop. If the lines aren‘t to the edges of the product, then press ―Cancel‖ and try it again with a larger tolerance until the lines touch the edge of the product. Try this same tolerance with your other images. 47 Brightness The Brightness button lets you control the amount of brightness for the image. When this button is clicked, the Adjust Brightness Window is displayed, as shown below: The picture on the left is the current image. It remains the same while the image on the left is changed as the brightness level is changed. To change the brightness, use the scroll bar to scroll to make the image darker or lighter. As you move the scroll bar, you will see the effects in the right picture, as we see below: 48 The scroll bar is move towards lighter in the amount of 200 and the image on the right shows the results. If we click the OK button now, the image will be this bright. You can also enter a value in the textbox that‘s in front of the scroll bar. You can specify a value between –1000 (darker) and 1000 (lighter). If we enter 125 into the textbox, the image will change to that value, as we see below: 49 If the image is too large to fit in the image box, scroll bars will appear so you can scroll the image. Zoom The Zoom slider on the right side is used to zoom in and out on the image. Sliding it up will zoom out and make the image smaller. Sliding down increases the magnification. Zoom to Fit Clicking on the Zoom to Fit button will enlarge or reduce the image so it fits within the borders of the image box. Zoom to Normal Clicking on the Zoom to Normal button will display the image in its normal state, with no magnification. 50 Scroll Link The Scroll Link checkbox will synchronize the two image boxes so they scroll together. This make comparing the before and after image easier and makes it easier to zoom in and look at details. When the Scroll Link checkbox is checked and you scroll either image, the other image scrolls as well. When unchecked, each image scrolls separately. When you click the OK button, you will return to the Image WorkShop Window, where the altered image will be displayed, as we see below. We can see that the image is now much lighter. If this doesn‘t look right, you can ?undo‘ it. Click on the ―Undo/Redo‖ button. With the first click, the image will return to the way it looked before the Brightness adjustment. With the second click, the image will again display the image after the Brightness adjustment. With each click, you go back and forth between the two ?versions‘ of the image. This is very useful to see which image, before or after, looks better. 51 Contrast The Contrast button lets you control the amount of contrast for the image. When this button is clicked, the Adjust Contrast Window is displayed, as shown below: This is identical to the Adjust Brightness Window, except that the scroll bar controls the amount of contrast instead of brightness. As with the Brightness, you can move the scroll bar or enter a value between –1000 and 1000. 52 Hue The Hue button lets you control the hue of the image. When this button is clicked, the Adjust Hue Window is displayed, as shown below: This is identical to the Adjust Brightness Window, except that the scroll bar controls the hue instead of brightness. As with the Brightness, you can move the scroll bar or enter a value between –180 and 180. 53 Saturation The Saturation button lets you control the amount of saturation for the image. When this button is clicked, the Adjust Saturation Window is displayed, as shown below: This is identical to the Adjust Brightness Window, except that the scroll bar controls the saturation instead of brightness. As with the Brightness, you can move the scroll bar or enter a value between –1000 and 1000. 54 Sharpen This is identical to the Adjust Brightness Window, except that there are three scroll bars to control the sharpness of the image. The Adjust Sharpness Window is shown below: The Amount scroll bar control the amount of sharpness and goes from 0 to 500. The Radius control the thickness of the edges being sharpened and goes from 0 to 1000. The Threshold controls the threshold at which the sharpening begins and goes from 0 to 255. 55 Color Balance This is identical to the Adjust Brightness Window, except that there are three scroll bars to control the color balance of the image. The Adjust Color Balance Window is shown below: The three scroll bars control the balance of each group of RGB colors. The first controls the balance between red and its opposing color, cyan. The second controls the balance between green and its opposing color, magenta. The third controls the balance between blue and its opposing color, yellow. Each scroll bar goes from –100 to 100. In this next figure, we‘ve adjusted the color to remove the excess greens from the white area of the package and increased the blue color. 56 In the image on the left, there‘s an overall greenish cast, especially in the white area around the ―Pampers‖ letters. So first we remove the green color by sliding the scroll bar away from Green and towards Magenta. The negative 9 indicates 9 towards the magenta color. There was also a bit of red color needing removal so the first scroll bar is put 9 towards Cyan and away from Red. Finally we add some blue color to our image so the third scroll bar is moved towards Blue. The positive 7 indicates 7 towards the blue color. 57 Resize There are two ways to resize the image. Manual Resize You can manually assign the new size, in pixels, of the image. When you click on this, the Resize Window appears, as shown below: The current size is shown, then you can enter the new width and height. Preserve Aspect Ratio If you want the resized image to not be stretched in one direction or the other, the width and height must be resized together in the right amounts. If you check the Preserve Aspect Ratio check box, you only need enter the new width and the new height is automatically calculated for you. Or you can enter the new height and the new width is automatically calculated for you. 58 Auto Resize Clicking on the Auto Resize button will automatically resize the image to the recommended size of 400 pixels at the largest dimension. So if the image is taller than wide, the new height will be 400 pixels. If the image is wider than high, the width is changed to 400 pixels. In either case, the aspect ratio is preserved so the image isn‘t distorted. The Auto Resize operation is done on the Image WorkShop window, you don‘t see the Resize Window for this. Compression When you save your image as a jpg, you can compress it in size using the Compression Slider, as shown below. At the ―Less‖ setting, no compression takes place. At the ―More‖ setting the most compression takes place. The Compression setting is only when saving JPG type images. Undo/Redo The Undo/Redo button reverses the last image adjustment. If you click this button again, it does a ?redo‘ and shows you the adjusted image. You can toggle back and forth between the before and after versions of the image adjustment. Start Over If you don‘t like the adjustments made to the image, you can click on the Start Over button. This will reload the image from disk and let you start the adjustment process over again. OK Clicking the OK button saves your image to disk and returns you back to the program where you left off. Cancel Clicking the Cancel button does not save your image and returns you back to the program where you left off. 59 Maintaining the Items Database Editing the Product Information Form Menu: Item/Maintenance Hot Button: Items Executing one of the above commands will open an empty Product Information screen to enter a new item or edit an existing one. Locate the item you wish to edit using one of the following methods: , Select the item on the planogram, right-click and select Edit Item. , Double-click the item on the planogram. , Locate the item in the Items Window, right-click and select Edit Item. , Open Product Information and search the database for the item. Saving Changes to the Items Database After making changes to an existing item click the Save button to save the changes and clear the Product Information form; or, click the right or left scroll button to save the new record and ?proceed to the next record. Once an existing item has been edited, Shelf Logic Enterprise Edition will automatically insert the current date in the Last Change Date field. Editing the item’s UPC code will create a duplicate item with a new UPC code. The original item will remain unchanged. Deleting an Item From the Database After locating the item in the database, click the Delete button. Deleting an item in this manner permanently erases the item from the database. Do not delete items that have used on a plan. 60 Update From Database Menu: Item/Update from database ?When a plan file is opened, Shelf Logic Enterprise Edition automatically checks the database for possible changes in three areas: 1. Does the item on the plan still exist in the current database? , If the item has been deleted, a warning dialogue box will open listing the deleted UPC codes and deleted items on the plan will be marked with a large black X as shown below. This item cannot be updated and should be removed from the plan. Figure 6. Deleted UPC Code 2. Are the length, width and depth of the items on the plan the same as in the current database? , If not, the item is marked with a large black exclamation point as shown below. 3. Are the peg hole locations (left and top) the same as in the current database? , If not, the item is marked with a large black exclamation point as shown below. Figure 7. Changed Item Dimensions The Update from Database command can be executed by selecting the above menu command, or by right-clicking the item on the plan. The selected item will be updated to reflect the new information in the database. The item's position may then need to be adjusted manually. 61 Customizing Your Database ?The following database features can be customized, making the Shelf Logic Enterprise Edition database extremely flexible: ?, Set the default database to a Shelf Logic database in any folder on any drive. , Change any optional field label so that any data can be entered and labeled correctly. , Three user-defined fields that can be used for any additional data you wish to include in the database. The Default Items Database View Menu: Preferences The default database is the database used as the default when you start a new plan. The default is preset to C:\Program Files\Shelf Logic Enterprise Edition\datafile\item.mdb, but you can create more database files and make any one of them the default. This feature is particularly useful if you wish to store your database file on a shared network drive. ?Note: You must close and restart Shelf Logic for the new default database to take effect. , 62 Working With Multiple Databases ?Shelf Logic Enterprise Edition has the ability to create multiple item database files, however, you can only use one Item Database per plan. The default item database file is named Item.mdb (unless you have changed it) and is located in the DataFile subfolder. ?Each time you start Shelf Logic Enterprise Edition, the default database is automatically opened. To use a database other than Item.mdb, you must first create and activate the new database file as described below. Once a database is used to create a plan, it becomes permanently associated with that plan file and will automatically open each time the plan file is opened. Creating a New Database Menu: File/New Database Close any open plans. Upon executing the above command, the Open Database dialogue box will open as shown below: Figure 8. New Database Enter a name for the new database and click OK. The new database will become the active ?database until you select another one or close and restart Shelf Logic Enterprise Edition. The Item Window will appear empty until items are entered into the new database. 63 Sharing Files on a Network ?If you are planning to store Shelf Logic data files on a networked drive you must first install a ?licensed copy of Shelf Logic on each user‘s workstation. Database and plan files can then be stored on a networked drive and accessed simultaneously from multiple workstations. If a user is editing an item in Product Information, all subsequent users will be locked out of that record until the edit has been completed and saved. Multiple users can also access a single plan file but only the first user can save changes to that plan. All subsequent users will have a ―read only‖ copy. Setting the Default Database The default database is preset to C:\Program Files\Shelf Logic Enterprise Edition\Datafile\Item.mdb and should be moved to the network drive using Windows Explorer; or create a new database to be set as the default. To Create a New Database: ?1. Open Shelf Logic Enterprise Edition 2. Select File Menu/New Database 3. Name the database file and save it on the network drive From Each Workstation: 1. Select View Menu/Preferences 2. Click the Browse Button 3. Select the new default database 4. Click OK ?Note: you must close and restart Shelf Logic Enterprise Edition for the new , default to take effect. 64 Field Mapping The Field Mapping feature lets you change the name of many fields in the database. You can take a field, like Vendor Name, and call it something else, like ―Ranking‖, or ―Bin Location‖, for example. The new field name is used throughout the program, on reports, product information screen, exports, everywhere the field name is used. The change the field names, select ―Field Mapping‖ from the Edit menu. You will see the following window. You can change any of the USER fields to suit your needs. Or you can change the name of other fields you might want for other purposes. The default field names are shown above. 65 User Fields There are a large number if user definable fields available are various levels, at the plan level, the segment level, shelf and fixture level, position level and product level. For each plan, segment, fixture, position and product, there is a set of user fields, consisting of , 50 fields for alphanumeric descriptions , 50 fields for numbers , 20 fields for a yes/no or true/false answer , 4 Option fields with 5 choices per option , 12 Combo Boxes with 10 selections per combo box There is one set of user fields for the plan. Each segment has a set of user fields. For each shelf and fixture, there‘s a set of user fields. Each position and each product also has their own sets of user fields. Entering information into user fields is done through the User Fields window, which is shown below. All of the labels (User Desc 1, User Desc 2, etc) can be changed to describe the information you want to enter. This window can be reached by clicking on the ―User Fields‖ button, which is on various screens. 66 Plan Level User Fields To change user fields associated with the plan, click on the User Fields button on the Plan Property window, shown below. Segment Level User Fields To change user fields associated with a segment, the User Fields button is on the Segment tab on the Product Information window, as shown below. Before you see the User Fields window, you will be asked for which segment you want to enter user fields. Each segment has its own user field information. 67 Shelf Level User Fields To change user fields for shelves, there‘s a User Fields button when displaying information for each shelf, as shown below. In order to enter User Fields for this shelf, you must enter a ―Shelf ID‖. Each shelf has its own user field information. Fixture Level User Fields There‘s a User Fields button on the Fixture window as well, as shown below. In order to enter User Fields for this fixture, you must enter a ―Fixture ID‖. Each fixture has its own user field information. 68 Position Level User Fields To enter user fields for a position, there‘s a User Fields button on the Location Properties window, as shown below. Product Level User Fields To enter user fields for a product, there‘s a User Fields button on the Product Information window, as shown below. If you click on the User Fields button, the information you enter is for this product only. Each product has its own unique set of user field information. 69 User Field Types There‘s a great deal of information that can be entered for user fields. The first tab, the Description tab, lets you enter up to 50 alphanumeric descriptions. The second tab, the Values tab, lets you enter up to 50 numbers, with decimals if desired. Only numbers can be entered here. This is shown in the figure below 70 The third tab, the True/False tab, displays 20 checkboxes and you can check them to indicate a true (or yes). This is shown in the figure below The fourth tab, the Options tab, let you choose 4 options. You can have up to 5 option choices for each option. This is shown in the figure below 71 The last tab, the Selections tab, lets you select up to 12 choices from combo boxes. Each combo box can have up to 10 choices. This is shown in the figure below 72 Changing User Field Labels Changing Description Labels It‘s very simple to change any label in the user fields. First, check the Change Labels button. The screen will appear as below. You can change any description label by clicking on it and just entering the new label. Changing Value Labels You can change any value label by clicking on it and just entering the new label. 73 Changing True/False Labels You can change any True/False label by just clicking on it. Then you can enter a new label. 74 Change Options Labels There are two types of labels used here. The first is to enter the option description, as shown in the figure below. Next, change the labels for each option you want to use. In the figure below, we‘re changing the label for the first option choice. You can have up to 5 options choices. If you don‘t want 5 choices, then erase the option choice labels you don‘t need and they won‘t show up when you are actually entering user field information. 75 Changing Selection Labels There are two types of labels used here. The first is to enter the selection description, as shown in the figure below. Next you need to enter one or more selection choices for each selection as shown below.. 76 Enter each selection choice, then press to go to the next line. In the figure below, we‘ve entered 7 selection choices. When you finish changing labels and are entering user field information, your choices will appear in the combo box, as shown in the figure below. If you save your plan as a PSA format file, then the first 20 user description fields, the first 20 user value fields and the first 10 true/false fields will be mapped to the file. Likewise, if you load a PSA formatted file, any user descriptions, values and true/falses will be mapped to the Shelf Logic user fields. 77 Section 5 – Exporting & Importing Exporting and Importing Files This section requires some knowledge of Excel. Contact your System Administrator for assistance if necessary. The export and import commands are used to transfer data between Shelf ?Logic Enterprise Edition and other applications for the following: ?Creating Custom Reports - Create the planogram in Shelf Logic Enterprise Edition. Export the planogram into Excel or Word according to the directions in this section. The data can then be moved, formatted, or edited. Formulas can also be added. ?Creating a New Items Database - First export the Item.mdb file from Shelf Logic Enterprise Edition to Excel. This will create the Excel spreadsheet with the correct layout. Enter your items according to the instructions in this section, and finally, import the database back into Shelf ?Logic Enterprise Edition. ?Editing the Items Database - Export the Shelf Logic Enterprise Edition Items Database into Excel for major revisions or routine maintenance. Importing a Database from Another Program - If you are using a database that was created ?for another application, it must be imported into Excel and modified for use with Shelf Logic Enterprise Edition. In order to prepare your database for import into Excel your database should have a supported export file format such as ASC, DBF or CSV. Please check Excel help for a list of supported file formats. Our recommendation is to use the ASC format as database programs almost universally support it. Why Microsoft Excel – Excel supports many file formats and is the most popular spreadsheet program. You can also use Excel as an intermediary if you wish to do data entry in a different program such as Microsoft Access. Just import the Excel spreadsheet directly into Access, add or edit records and then export the file back to Excel or directly to ASC (.csv, .txt). ***Be sure to backup all .mdb files before any import or export procedure. , 78 Exporting and Importing a Database ?Exporting the Item File from Shelf Logic to Excel Menu: File/Export Item File This is the first step in creating or editing a database in Excel. This procedure will create the ?Shelf Logic Enterprise Edition database structure in the form of an Excel spreadsheet. A new database can then be entered, or an existing one can be edited. If you need to perform operations on the database, then exporting it to Excel for programmed manipulation and then importing it back again into Shelf Logic can be more accurate and save a great deal of time over manual editing. The Excel spreadsheet is essentially a database laid out in the form of columns and rows. Database fields will appear as columns and items are entered in rows. The first row will contain the field names, and items begin on row 2. Upon executing the above menu command, the active database file will be exported into a comma delimited .CSV file. The standard Windows Save File dialogue box will open. Accept the default location for the export file (C:\Program Files\Shelf Logic Enterprise Edition\datafile) and enter a file name. The extension of .CSV will be added automatically. Creating the Items Database in Excel Open Excel and the .CSV file created in the previous step. You can begin entering items according to the following instructions. If you are working with a database from another ?application you can copy and paste one column at a time into the appropriate Shelf Logic column and modify the data as needed. Some fields are required and/or require data to be entered in a specific format, such as a date or number. The number of characters in each column should not exceed the maximum field size or ?they will be lost when imported back to Shelf Logic. The following chart lists the requirements for each field. Exporting the Item Database When exporting the Item file to Excel, you will notice as asterisk in front of each UPC code. This is to preserve text formatting and ensure that leading zeros will not be lost in Excel. We suggest entering new codes the same way. The asterisk is removed when importing back into ?Shelf Logic. Note: The UPC Code is the key database field and must contain a unique number for each , item. 79 Database Fields Chart Required Max Required Format (Data Type) Column Name & Letter Entry Characters Required (25) Must be a unique number for each A - UPC Code item. B - Item Code (25) User defined, alphanumeric. C - SKU Code (25) User defined, alphanumeric. D - Vendor Code (25) User defined, alphanumeric. E - Vendor Name (50) User defined, alphanumeric. F - Item Name (50) User defined, alphanumeric. G - Item Type Required (1) S=Shelf Item P=Peg Item I=Sign Item H - Category (50) User defined, alphanumeric. I – Sub Category (50) User defined, alphanumeric. J – Sub Sub Category (50) User defined, alphanumeric. K – Category Role (25) User defined, alphanumeric. L – Strategic Role (25) User defined, alphanumeric. M – Lifestyle Stage (25) User defined, alphanumeric. N - Description (50) User defined, alphanumeric. O – Unit Width (8) in/cm in whole numbers or decimals. P - Unit Height (8) in/cm in whole numbers or decimals. Q - Unit Depth (8) in/cm in whole numbers or decimals. R - Unit Units (8) Whole numbers S - Unit Cost (8) Currency T - Unit Sell Price (8) Currency U – Unit Retail Price (8) Currency V – Tray Width (8) in/cm in whole numbers or decimals. W - Tray Height (8) in/cm in whole numbers or decimals. X – Tray Depth (8) in/cm in whole numbers or decimals. Y - Tray Units (8) Whole numbers Z - Tray Cost (8) Currency AA - Tray Sell Price (8) Currency AB - Tray Retail Price (8) Currency AC – Case Width (8) in/cm in whole numbers or decimals. AD - Case Height (8) in/cm in whole numbers or decimals. AE – Case Depth (8) in/cm in whole numbers or decimals. AF – Case Units (8) Whole numbers AG - Case Cost (8) Currency AH - Case Sell Price (8) Currency AI - Case Retail Price (8) Currency AJ – Display Width (8) in/cm in whole numbers or decimals. AK - Display Height (8) in/cm in whole numbers or decimals. AL - Display Depth (8) in/cm in whole numbers or decimals. AM - Display Units (8) Whole numbers AN - Display Cost (8) Currency AO - Display Sell Price (8) Currency AP - Display Retail (8) Currency AQ – Alternate Width (8) in/cm in whole numbers or decimals. 80 AR - Alternate Height (8) in/cm in whole numbers or decimals. AS - Alternate Depth (8) in/cm in whole numbers or decimals. AT - Alternate Units (8) Whole numbers AU - Alternate Cost (8) Currency AV - Alternate Sell (8) Currency AW - Alternate Retail (8) Currency AX – Merch Style (1) 0=Units 1=Tray 2=Case 3=Display AY - Brand (50) User defined, alphanumeric. AZ - Weight (8) Whole numbers or decimals. BA – Weight UM (2) User defined, alphanumeric. (2) 1=single hole hook 2=double hole single hook 3= double hole single hook BB - Peg Type with label 4=double hole Rounded wire 5= double hole Rounded wire with label BC – Peghole1 Left (10) Whole numbers or decimals. BD – Peghole1 Top (10) Whole numbers or decimals. BE – Last Sales ID Reserved for program (8) Current date will automatically be BF - Last Changed inserted. No entry required. BG - Outline Color (2) Windows color as long number BH - Fill Color (2) Windows color as long number BI - Pattern (2) Enter a number from pattern chart. BJ - Image Name (100) Path and name of image file. BK – Tray Image Name (100) Path and name of image file. BL – Case Image Name (100) Path and name of image file. BM – Display Image Name (100) Path and name of image file. BN – Alternate Image Name (100) Path and name of image file. BO – Shape Number Number in Shape List BP – Shape Name Path and name of shape image file. (8) Transparent background color or –1 if BQ – Transparent Color none. BR – Nest Amount (8) in/cm in whole numbers or decimals. BS - User1 (50) User defined, alphanumeric. BT - User2 (50) User defined, alphanumeric. BU - User3 (50) User defined, alphanumeric. BV – User4 (50) User defined, alphanumeric. BW – User5 (50) User defined, alphanumeric. (3) Current unit of measure will BX – Metric automatically be inserted. No entry required. 81 Pattern Chart Use the following chart to enter patterns. Figure 9. Pattern Chart Saving the Export File When the Excel file is completed Select File Menu/Save in Excel. You will receive several prompts from Excel trying to save the file in the native Excel format (XLS). The exact wording of the prompts varies depending upon the version of Excel, but do not save the file in XLS format. You must save it as a .CSV file. 82 Importing the Item Database ?Importing a .CSV File into Shelf Logic Menu: File/Import Item Database This lets you import data from an Excel .CSV comma delimited file into Shelf Logic. You cannot import directly into a database being used by an open plan. You must close the plan first, then import the database. There‘s a prototype .CSV file in your program directory called ―Import Template.CSV‖. The first row has the field names. Fill in the required information and import it into a database. When you enter the Import Item Database command, you will see the Import Database window, as shown in the figure below: Source Import File Enter the source Excel .CSV file or click Browse and search for it. Destination Database Then enter the destination database name and path or click Browse to search for it. Clear Database before Importing If you want to clear the destination database before the import, then check the ―Clear Database before Importing‖ checkbox. 83 When records are imported, they are added to the database if they don‘t already exist. If they are already in the database, the information in the source file will update the destination database record. Create Image Name Field If this is checked, this will let Shelf Logic create the image name field information using an existing field. The actual image name must also be named after this field. For example, if each image has the same name as the UPC code, you would specify using the UPC Code to create the field. Path where the Images are Located This is the path where the images are to be found. Extension This is the image extension. For example, ―.jpg‖ or ―.png‖. Field to use for Image Name This is the field used to name the images. Here‘s an example. So if a product has a UPC code of ―123456789‖ then the image name field will be created as C:\images\123456789.jpg If you are going to have three sided images, the use .1 as the extension, regardless of the type of image it is. 84 Exporting Plans Exporting the plan file to Excel Menu: File/Export Plan ?The Shelf Logic Enterprise Edition planogram can be exported into an Excel spreadsheet, or other application, for the creation of custom reports. Upon executing the above command, the Windows File Save dialogue box will open. Select the default location or a new location and enter a file name. The .CSV extension will be added automatically. When you open the .CSV file in Excel you can rearrange and format the data, add formulas, etc. Save the finished report file as an .XLS file to preserve formatting. 85 Section 6 – Creating a Display Display Concepts This chapter will introduce the basic concepts of creating a planogram. Additional features of Shelf Logic, Enterprise Edition are covered in Sections 6, 7 and 8. The steps for creating a planogram are really very simple: 1. Define the display type and dimensions. 2. Add shelves to the display. 3. Add items to the display. Your items are represented on the planogram by a scaled line art box, a custom shape, or a photographic image. Items can be placed anywhere on the planogram, however, warning messages will alert you when an item is not properly positioned, or if there is not enough space. Up to 10 planograms can be opened in separate windows and you can drag and drop products and shelves between plans. There are many ways to place shelves and products onto planograms and there are features to aid in the placement and moving of product faces on the plan. Each plan has a backboard that can be pegholes, vertical or horizontal slat walls, grid walls or nothing for use with shelves only. However, you can mix different types. Areas on the plan can be created with different backboards. So, for example, the entire plan backboard could be pegholes but you could have an area with a grid wall. Multiple areas, each with a different backboard, can be created. Once the Display Setup is complete, the new planogram will appear in the Plan Window. 86 Starting a New Plan Hot Button: New Plan Menu: File/New After executing one of the above commands, the Plan Setup Window will open as shown below. The Plan Setup Window is divided into 4 sections, or tabs. The first is the ―General‖ tab, shown above, which lets you enter the following information: General Tab Database Name This is the name of the database used for this plan. You can click the ―Browse‖ button to look for the database. In the above window, the ―Dairy.mdb‖ in the ―C:\Program Files\Shelf Logic Enterprise Edition\Samples\‖ folder has been selected. Display Type This determines the overall plan backboard being used. You can still create areas that have other display types. Display Style This determines if this is a flat display or a 4 sided display. You can select a 4 sided display where the sides meet in a corner, or create one where the sides overlap each other. In this case, you can enter the overlap amount. When creating a 4 Way type display, it should have 4 segments, indicating the sides of the display. The first and third segments have to be of equal width and the second and fourth segments have to be of equal width. A 4 Way display can only be seen in 3D view, otherwise it just looks like a standard 4 segment flat display. 87 Background This lets you define the kind of plan background you want. It can be a preset color similar to the ones in the Master Edition, or it can be any Windows color. In addition, you can have a photo background to create very realistic plans. You can enter or browse for the image file. This file is sized to fit the plan size so the photo covers the entire plan background. Measure from Bottom Up If you check this, the ruler will start at the bottom of the display and measure upwards from there. The ruler‘s zero point starts above the kickplate. This feature can be turned on and off while working on the plan, so you can switch the zero point from the top to the bottom of the display as needed. Show Grid & Show Ruler These features are used for item positioning and alignment. They can be turned on and off from Display Setup or from the View Menu. We suggest leaving the ruler on and the grid off for most displays. 88 Dimensions Tab The Dimensions Section shown above lets you enter the size of the plan and backboard spacing. English or Metric This determines the unit of measurement used for the plan, either metric or English. Display Length & Display Height These dimensions will determine the total area of your display. Measurements can be entered in feet, feet and inches, or all inches. Vertical Distance & Horizontal Distance Between Peg Holes These measurements determine the type of pegboard used for the display background. A minimum of .5‖ must be entered. Standard pegboard is one inch vertical by one inch horizontal. If you prefer not to have a pegboard background, you can turn off the peg holes later from the View Menu. Vertical Spacing Between Notches This is the vertical distance between the slots on the vertical uprights into which the shelves will be attached. One inch is standard for most gondola or wall shelving. With one-inch slot positions, shelf height and shelf movement must be in one-inch increments. With two-inch slot positions, shelf height and shelf movement must be in two-inch increments. Kickplate This is the height of the kickplate or base unit. The kickplate appears as a solid black area at the bottom of the display. The top of the kickplate is the lowest possible position where a shelf may be placed, but it is not an actual shelf and cannot hold items. Default Peg Hook Size Enter the default peg hook size for the display. 89 Peg Hole Offset from Left This is the distance from the left edge of the plan to the first peghole or vertical slat. Peg Hole Offset from Left This is the distance from the top edge of the plan to the first peghole or horizontal slat. Merch Style This sets a default merchandising style for this plan and overrides the default merchandising style set in the Product Info screen. Segments Tab The Sections Tab lets you enter the segment widths Section Spacing These measurements will determine how many segments your display will have and the length of each segment. You can create up to 30 variable-sized segments per display. Enter the length of each segment in inches. If your display has only one segment, enter the total length in Section 1. , Note: The total length of all the segments must add up to the total display length. Upright Thickness Vertical uprights are the framework onto which shelves are attached. For standard wall shelving or gondola shelving you may leave the thickness at zero. For heavy-duty pallet racks, the thickness of the uprights can impact available shelf space and must be accounted for within the total display size (see Pallet Rack Setup below). Upright Color Clicking on the ―Change Color‖ button lets you specify a color for the uprights on your plan. This opens up the standard Select Color Window where you can choose any color. Upright Color This lets you enter User Fields for each segment. You will be asked for the desired segment number before entering user fields. 90 Examples Example 1. Pallet Rack Display Setup The following screens will create a typical Pallet Rack plan. Select a Display Type of Peghole, a Display Style of Flat and your choice of background color. Here we‘ll create an 8 foot wide plan with 2 inch notch spacing. For the segments, we‘ll have only one segment. But the Pallet Rack part comes when we have uprights that have dimensions, 4 inches in this case. 91 A pallet rack display is created the same as a shelf/peg display with the exception of the upright thickness. Vertical uprights are the framework onto which shelves are attached. For standard wall shelving or gondola shelving you may leave the thickness at zero since shelves attach at the back of the display. For heavy-duty pallet racks, the thickness of the uprights can impact available shelf space and must be accounted for. When the upright thickness is set to a number greater than zero, the combined measurement of the uprights must be subtracted from the segment lengths. Failure to do so will cause the following warning message: ―The display width is too small to fit the segments that were entered.‖ For this Example: , Display length = 8 feet (96 inches) , Thickness of Vertical Uprights = 4 inches , Number of segments in the display = 1 , Total number of uprights = 2 (one on either side of the display) , Combined measurement of the 2 uprights = 8 inches , Section spacing must be 88 inches. (total width of 96 inches minus upright total of 8) Note: The total length of all segments must equal the total display length. , You are now ready to add shelves to a shelf/peg or pallet rack display. For pegboard displays, you are ready to add items and/or floating shelves. 92 Example 2. Horizontal Slat Wall Display Setup The following screens will create a typical Horizontal Slat Wall plan. Select a Display Type of Horizontal Slat Wall, a Display Style of Flat and your choice of background color. Our plan is 4 feet wide and 6 feet high. The distance between horizontal slats is 3 inches and the vertical spacing between notches is 4 inches. There will be only one segment, which is the entire length of 48 inches. 93 When OK is clicked, our display will look like the figure below. 94 Shelves Adding Shelves to a Display Hot Button: +Shelf Menu: Fixture/Shelf/Add Shelf After executing one of the above commands, the Add Shelf window will open as shown below. Shelves are always added to the display from the bottom up and can be added individually or in multiples. Shelves should never be longer than the segment length defined in display setup. Shelf ID This has a list of all shelf types saved in the library. You can choose one from the list or just define your own shelf. If you want to save a shelf setup to the library, just give it a Shelf ID and it will be saved under that name. Add Shelves Enter the number of shelves to be added to the active segment. Segment Number Defaults to the active segment. The active segment is the last segment in which the mouse was clicked. You can change this segment number if needed Floating Shelf. If this checkbox id checked, then this shelf becomes a floating shelf. It can be of any length and can go anywhere on the plan, while a normal shelf must be between sets of uprights and must be the same width as the segment they‘re in. When the Floating Shelf checkbox is clicked, then the ―Length‖ field can be edited. Otherwise the Length field can‘t be changed. 95 Length This is the length of the shelf in inches from left to right. This measurement defaults to the length of the segment as defined in Display Setup and cannot be changed. Note: If you need to add a shelf that is shorter or longer than the segment length, the floating shelf , feature should be used. Height This is the shelf height, or the distance from the top surface of the current shelf to the bottom surface of the shelf above it. It represents the amount of space in which you can place products. This is the area reserved for items and will appear as a shaded area on the screen. Note: The top shelf of each segment will still have the specified shelf height reserved for items , even though there is no shelf above it, as indicated by the shaded area. Depth The depth of the shelf in inches as measured from the front edge of the shelf to the back edge. Thickness The thickness of the shelf in inches. This measurement should be made at the thickest point of the shelf. Shelf Angle This is the angle of the shelf. A normal flat shelf is at an angle of 0. As the shelf is tilted downwards, the angle increases. At 90 degrees, the shelf is pointing downwards Distance from Bottom This is a way to place the shelf in any desired position. Just specify the number of inches (or cm) and the shelf will be placed that distance from the bottom of the display, just above the kickplate. Peg Area Height Above each shelf area can be an area set aside for peg items. This field lets you specify the height of this peg area in inches (or cm). This area is always the same length as the shelf. The Peg Area goes between the shelf area and the shelf above it. If the shelf height is 12 inches and the peg area height is 6 inches, then the distance to the next shelf above is 18 inches. OK Button Accepts the shelf dimensions, closes the Add Shelf dialogue box, and adds the shelf or shelves to the display in the Plan Window. Add to Library Button This lets you add the shelf to the Shelf Library. You must have a Shelf ID entered in order to add shelves to the Shelf Library. Remove from Library This lets you remove this shelf from the Shelf Library. User Fields This lets you enter user fields for this shelf. 96 Cancel Button Closes the Add Shelf dialogue box without adding shelves. Color Clicking on the ―Color‖ button lets you choose the color of the shelf or shelves being added, or changed if you care changing an existing shelf. This display the ―Color Selector‖ Window, which is displayed below, where you can choose a shelf fill color, outline color and pattern. Fill Color The shelf‘s current fill color is displayed. The ―Change Color‖ button will let you change this fill color. When the color is changed, you can see what the shelf color and pattern looks like in the sample to the right. Outline Color The shelf‘s current outline color is displayed. The ―Change Color‖ button will let you change this outline color. When the color is changed, you can see what the shelf color and pattern looks like in the sample to the right. Pattern You have a choice of 7 different patterns for the shelf. Click on the option button below the pattern you wish to choose. You will see this pattern in the sample picture to the right. Default Saves the current shelf dimensions as the default shelf setup. The defined shelves should now appear on the display and are colored blue. To select a specific shelf, place the mouse pointer over the shelf and click the left mouse button. The selected shelf turns red. The shaded area above the shelf is a visual aid for determining the space occupied by each shelf. Even though you will not see the pegboard background in this reserved area on your screen, you can still place peg hook items in the reserved area. When a peg item is placed with its bottom edge on a shelf, the item automatically becomes a shelf item as indicated on the Status Bar. 97 Floating Shelves A floating shelf is attached directly to pegboard or slat wall instead of to vertical uprights, and can be used to simulate many different pegboard or slat wall accessories. Floating shelves can be used with any display type and can be dragged to any position within the display. The procedure for adding a floating shelf is identical to adding a regular shelf, except that the ―Floating Shelf‖ Checkbox is checked.. A floating shelf can be any length since it does not attach to uprights. When the OK button is clicked, the shelf appears in the upper left of the plan and you can drag it into place. A floating shelf can go anywhere on the plan and into any segment on the plan. Here‘s an example of three floating shelves in a horizontal slat display. 98 Locking Shelves Menu: Shelf/Lock Shelves After building your shelving display, this feature locks the shelves in place and prevents you from accidentally moving a shelf along with an item or group of items when experimenting with different arrangements. If you select items and a locked shelf, neither will move if dragged. Items must be selected without selecting a locked shelf. Show Shelf Numbers Menu: View/Show Shelf Numbers Selecting this option turns the display of shelf number tags on and off and is particularly useful when working with Smart Plan for Shelves. Note: If you have rearranged the shelf positions it is possible that the shelf numbers will not be in , consecutive order on your planogram. Moving to the Next/Previous Shelf Menu: Item/Next Previous Item/Shelf Keyboard: < or > or , or . key You can use the ―<‖ and ―>‖ keys too move to the next and previous shelf. A single shelf must be selected before pressing the ―<‖ or ―>‖ keys. The ―<‖ key is also the ―,‖ (comma) key and either can be used to move the selection to the previous shelf The ―>‖ key is also the ―.‖ (period) key and either can be used to move the selection to the next shelf. 99 How Shelves are Placed on the Plan When first adding shelves to a segment, the shelves are placed from the bottom up. The first shelf is placed so the shelf bottom is level with the bottom of the display, as shown in the figure below. If there are products placed directly onto the floor, you still must create a shelf to use as the floor. You can place the shelf below the display so it appears as the floor, as shown below. If a kickplate is in use, then the bottom shelf will go above the kickplate area, as shown below. If the top of the kickplate is used as the bottom shelf, then drag the shelf downwards so that the top of the shelf is level with the top of the kickplate area, as shown below. From the first shelf, the shelf height extends upwards and if there‘s a peg area height specified, then that extends upwards after the shelf height. After that comes the second shelf. For example, the shelf height of the first shelf is 12 inches and the peg area height is 6 inches. So there‘s a total of 18 inches in between the shelves. The bottom of the second shelf starts at 18 inches up, and if this second shelf thickness is an inch, then the top of the second shelf is 19 inches above the top of the first shelf. If you specify a ―Distance from the bottom‖, then the shelf will start at this location, regardless of shelf heights and peg area heights. 100 Moving Shelves This is where the ―logic‖ in Shelf Logic comes in. The shelves act in very specific ways to help you in moving them around the display, and lend themselves to trying different display scenarios. Much of this behavior is controlled by the Smart Shelf feature. When Smart Shelf is turned off, then after the shelves are moved, the shelves remain in place but their shelf height and peg area height are adjusted to fit the newly placed shelves. With Smart Shelf turned on, then after the shelves are moved, the position of the shelves above the moved shelves are moved up or down so the shelf height and peg area height remain the same. If there isn‘t enough room for the changes requested, in other words, not enough room at the top to push shelves upwards, you will get an error message and the move will be undone. Some examples will make this clearer. Moving Shelves Up in the Same Segment – Smart Shelf Off With Smart Shelf off, a moved shelf will stay where placed and its shelf height and peg area adjusted according to the location of the shelf above. Let‘s look at an example of this. Figure 10. Before Moving a Shelf – Smart Shelf Off In the figure above, we have three shelves, each with a shelf height of 12 inches and a peg area height of 6 inches. The middle shelf is selected and will be moved upwards, as shown in the next figure. 101 Figure 11. Moving the Shelf Upwards – Smart Shelf Off The shelf has been moved upwards slightly. Since Smart Shelf is off, the moved shelf‘s height and peg area are not preserved. As the shelf is moved upwards, first the peg area height is reduced and when there‘s no more peg area, then the shelf height is reduced, as shown in the next figure. Figure 12. Moving the Shelf Up More – Smart Shelf Off Here, the middle shelf has been moved up even more, and since there‘s no more peg area, then the shelf height of the moved shelf is reduced. If there was never a peg area height specified, then only the shelf height is reduced as the shelf is moved upwards. 102 Moving Shelves Up in the Same Segment – Smart Shelf On With Smart Shelf on, a shelf stays where placed, but the shelves above this shelf are pushed upwards so the shelf height and peg area of the moved shelf remains unchanged. In other words, as the shelf is moved, the other shelves move out of its way. Let‘s look at an example. Figure 13. Before Moving a Shelf U[wards – Smart Shelf On Here are three shelves before the move. The middle shelf is selected and will be moved upwards. Since Smart Shelf is on, the shelf above the selected shelf will move upwards along with the selected shelf, as shown in the next figure. Figure 14. After the Shelf Move – Smart Shelf On In the figure above, you can see that the middle shelf is moved upwards and the shelf above it is also moved the same amount, so that the shelf height of the moved shelf remains at 12 inches and the peg area height of the moved shelf remains at 6 inches. 103 Moving Shelves Down in the Same Segment – Smart Shelf Off When moving a shelf downwards with Smart Shelf off, then the shelf height and peg area of the moved shelf increases and the shelf height and peg area of the shelf below is reduced. Let‘s look at an example. Figure 15. Before Moving a Shelf Down – Smart Shelf Off Here are three shelves before the move. The middle shelf is selected and will be moved downwards. Since Smart Shelf is off, them the shelf heights are adjusted to fit the new shelf locations. Figure 16. Moving the Shelf Downwards – Smart Shelf Off As the middle shelf is moved down, its shelf height remains the same but the peg area is increased. If there‘s no peg area, then the shelf height is increased. 104 Below the moved shelf, the peg area is reduced for the shelf below. As the shelf is moved down, first the peg area is reduced, and when there‘s no more peg area, then the shelf height is reduced, as shown in the figure below. Figure 17.The Shelf is Moved Down More - Smart Shelf Off In the above figure, the shelf is moved down enough so that the shelf height of the shelf below is reduced. Moving Shelves Down in the Same Segment – Smart Shelf Off When Smart Shelf is on, then as shelves are moved downwards, the position of the shelves above are changed to fit the existing shelf heights and peg areas. Here‘s an example: 105 Figure 18. Before Moving a Shelf – Smart Shelf On Here are three shelves, with the middle one selected for the move. When the shelf is moved down, the top shelf is also moved down, so that the shelf height and peg area height of the selected shelf remains the same. Figure 19. After Moving a Shelf – Smart Shelf On The shelf height and peg area of the moved shelf remains the same as before the move. The shelf height and peg area of the shelf below are reduced. The top shelf is moved downwards the same distance as the selected shelf, keeping the shelf height and peg area height of the selected shelf constant. 106 Overlapping Shelves You can drag a shelf past another shelf. With Smart Shelf off, the shelf heights are adjusted, with Smart Shelf on, the shelf positions are adjusted. You can insert a shelf in between two other shelves. The shelves above will move up and make room for the selected shelf and any items you might have on that shelf. Moving Shelves Left and Right You can move shelves to other segments of the plan. It is suggested that you turn Smart Shelf on when doing this so that any shelves in the way are adjust to make room for the moved shelf and items on that shelf. With Smart Shelf off, the moved shelf will have its shelf height and peg area adjusted after being moved to the new segment, depending on the positions of the shelves already placed in that segment. Editing Shelves Just double-click on a shelf and you can change shelf properties like shelf depth or height. Or you can click on a shelf to select it and use the menu (Fixture – Shelf – Change Shelf) to change properties. Deleting Shelves You can delete one or more shelves by selecting them and pressing the DELETE key. You can undo the delete if you make a mistake. Renumbering Shelves Shelves are numbered as they are added to the plan. They can be renumbered after being added to the plan. From the Fixture Menu, select ―Shelves‖, then choose ―Renumber Shelves‖. You will see the following window. This asks you if you want to renumber the shelves from top down (answer ―Yes‖) or bottom up (answer ―No‖). 107 After this, the following window is displayed. This asks if you want to renumber shelves within each segment or across the entire display. If you answer ―Yes‖ to renumber within segments, the shelves are numbered starting at the first segment, then moving to the second segment and so on. Determining the Weight of Products on a Shelf You can select a shelf and determine the weight of all of the product on that shelf. From the Fixture Menu, select ―Shelves‖ and then chose ―Weight of All Products on Shelf‖. Mirroring Faces on a Shelf You can reverse or mirror the product faces on a selected shelf. First select the desired shelf, then from the Fixture Menu, select ―Shelves‖ and then choose ―Mirror Faces on Shelf‖. The product faces on that shelf will be reversed in their order on the shelf. Note: You can mirror the entire plan from the Face Menu, ―Mirror Plan‖. 108 Fixtures There are several kinds of fixtures supported for your plans. They are pallets, baskets, rods, hanging bars and chests available. Basically a fixture is a form of shelf. Products can be put into fixtures similar to the way they are placed on shelves. Adding Fixtures to your Plan From the Fixture Menu, select ―Fixtures‖. You will see the Fixture Window, as shown in the figure below. Fixture ID (optional) This is an optional field and is used to identify the fixture if you will save this fixture to the Fixture Library. You can enter a new Fixture ID to create a new fixture or select a fixture from the list of fixtures in the Fixture ID pulldown. You don‘t need to enter a Fixture ID to create a new fixture. Enter it only if you want to save to fixture to the Fixture Library. New Fixture Click on the New Fixture button to clear any information on the screen and create a new fixture. 109 Fixture Type This lets you select a fixture type. You can choose: Basket Chest Rod Hanging Bar Pallet Fixture Name (optional) This is the name of the fixture. Part No. (optional) This is the part number used to identify this fixture. Description (optional) This is the description of the fixture. 110 Vendor (optional) This is the company that supplies the fixture. Ven Part No. (optional) This is the Vendor‘s part number of the fixture. Dept (optional) This is the department using this fixture. Cost (optional) This is the cost of the fixture. Dimensions are in Choose the units of measurements for the fixture. Width This is the width, in inches or cm of the fixture. Height (except Rod) This is the height, in inches or cm of the fixture. For the pallet, it represents the space reserved above the pallet for products. Depth This is the depth, in inches or cm of the fixture. Base Height (except Rod and Hanging Bar) This is the thickness of the bottom of the fixture. If this is too small, less than an inch, it will be hard to select and drag the fixture on the plan. Wall Thickness (For Basket and Chest) This is the wall thickness of the sides of the chest or basket. Merch Height (except Rod and Hanging Bar) This is the maximum height of the products within a fixture. This is used with the ―Fill Fixture with Product‖ command. It determines how high the products can be stacked vertically. Below are the specifications for a basket. It is 5 inches wide and 8 inches high with a depth of 6 inches. 111 The Wall Thickness is 1/8 inch and the Merchandising Height is 7.5 inches. So when filled with product, the products will only go up to 7 inches high. When fixtures are added to the plan, they are placed into the upper right corner of the plan. Since product are displayed on top of fixtures, of there are products filling the upper left corner of the plan, the fixture won‘t be seen. It is recommended that you add fixtures before adding products to your plan. Saving Fixtures to the Fixture Library Once you‘ve entered the specifications for a fixture, you can save it to the Fixture Library by clicking on the ―Save to Fixture Library‖ button. Once saved it will appear in the Fixture ID pulldown so it can be selected the next time a fixture is added. Delete a Fixture from the Fixture Library A fixture can be deleted from the Fixture Library by selecting it so it appears in the Fixture Window, then clicking on the ―Delete from Fixture Library‖ button. It will no longer appear in the Fixture ID pulldown. Fixture Color Clicking on the Fixture Color button lets you change the color and pattern of the fixture. When you click the Fixture Color, you will see the following window: 112 You can choose the fill color, the outline color and the pattern of the fixture. This is the same as when choosing a color for a product. Moving Fixtures Just as with product and shelves, click on a fixture to select it. It can then be moved. You must click on the bottom of the fixture, it will select the base height of the fixture (unless a rod or hanging bar) and move it into place. Only the base height ?shelf‘ moves. When it is unselected, the entire fixture will be seen. With Rods and Hanging Bars, click on either and move into place. Adding Products into Fixtures Adding a product to a pallet, chest or basket fixture is just like adding a product to a shelf. If Auto Formatting is used, the products will be formatted within the fixture. When adding products to a Rod or Hanging Bar, the product is added underneath the fixture as opposed to the Pallet, Chest or Basket where the product is added on top of the fixture. Filling a Fixture with Products On the Fixtures Menu, there‘s a selection called ―Fill Fixture with Products‖. Place a product on the bottom left of the fixture and select it. Choose the ―Fill Fixture with Products‖ command and it will fill the fixture as high as the merchandising height will allow. 113 Changing Fixtures A fixture can be changed by double-clicking on it. The Fixture Window appears with the information filled in and you can change any property. Deleting Fixtures A fixture can be deleted by clicking on it to select it, then pressing the DELETE key. 114 Background Fixtures Background Fixtures let you add areas of gridwall, pegboard, horizontal slatwall or vertical slide wall to a plan. The Background Fixtures can be of any size and can be mixed so a single plan have have peg areas, gridwall areas, etc together. In addition, background fixtures can be colored to better identify them. Adding Background Fixtures From the Fixtures Menu, select ―Background Fixture‖, then ―Add Background Fixture‖. You will see the Background Fixtures Window, as shown in the figure below. Fixture ID (optional) This is an optional field and is used to identify the fixture if you will save this fixture to the Fixture Library. You can enter a new Fixture ID to create a new fixture or select a fixture from the list of fixtures in the Fixture ID pulldown. You don‘t need to enter a Fixture ID to create a new fixture. Enter it only if you want to save to fixture to the Fixture Library. New Fixture Click on the New Fixture button to clear any information on the screen and create a new fixture. 115 Fixture Type This lets you select a fixture type. You can choose: Pegboard Horizontal Slatwall Vertical Slide Gridwall Fixture Spacing Horizontal Spacing (except Horizontal Slatwall) This is the horizontal spacing between pegholes or slats. It‘s measured in inches or cm. Vertical Spacing (except Vertical Slide) This is the vertical spacing between pegholes or slats. It‘s measured in inches or cm. 116 Fixture Location This determines the initial position of the Background Fixture. It can be moved or repositioned after being added to the plan. Position from Display Left This is the distance from the left edge of the plan to the start of the Bacground Fixture, in inches or cm. Position from Display Top This is the distance from the top of the plan to the top of the Bacground Fixture, in inches or cm. Fixture Dimensions Fixture Width This is the width of the Background Fixture, in inches or cm. Fixture Height This is the height of the Background Fixture, in inches or cm. Fixture Color Clicking on the ―Change Color‖ button will let you change the color of the Background Fixture. 117 Changing Background Fixtures You can change any of the Background Fixture properties by double-clicking on the Background Fixture. The same window used to add the Background Fixture is also used to change it. Saving Background Fixtures to the Fixture Library Once you‘ve entered the specifications for a fixture, you can save it to the Fixture Library by clicking on the ―Save to Fixture Library‖ button. Once saved it will appear in the Fixture ID pulldown so it can be selected the next time a fixture is added. Delete a Background Fixture from the Fixture Library A fixture can be deleted from the Fixture Library by selecting it so it appears in the Fixture Window, then clicking on the ―Delete from Fixture Library‖ button. It will no longer appear in the Fixture ID pulldown. Moving Background Fixtures You can click on a Background Fixture and drag it with the mouse, or double-click on a Background Fixture to bring up its properties and change the top and left measurements. Selecting Product Faces within a Background Fixture If you want to select multiple product faces that fall within a Background Fixture, hold down the CONTROL key while dragging a select box around the desired faces. 118 Adding Products to Your Plan Shelf Logic Enterprise Edition provides many ways to quickly and accurately place products onto your planogram. You can place products one by one by dragging them from selection lists, you can fill up a shelf by just double-clicking on the product list, you can cut and paste products between plans, or you can use two automated building methods, one that works from the top down, the other from the bottom up. Overview When an item is added to a plan, it represents a facing, which could consist of several items. Usually, the Auto Stack feature is on, which will stack as many items in a facing as will fit. The item depth and shelf depth (or peg hook length) are used to calculate the maximum number of items that will fit in a facing. This number can be manually changed for individual facings. You can put two or more different items (with different UPC codes) in a single facing. The available shelf or peg hook space is evenly divided between the different items. This can be manually changed if desired. Deleting Products from the Plan To delete one or more faces from the plan, select them and press the DELETE key. These product faces are deleted from the plan only, not from the database. 119 Summary of Methods for Adding Products 1. Drag and Drop from Item Selector Windows An item can be added by clicking on the desired item in the Product or Picture Selector Windows and dragging it onto the plan to the desired location. 2. Double-Click in Selector Windows If you double-click on the desired item in the Product or Picture Selector Window, the chosen item will appear in the upper left corner of the plan. You can then drag it to the desired location. Next Location Feature If the Next Location Feature is turned on, then items chosen with a double-click are placed onto the active shelf instead of the upper right corner of the plan. More on this follows later. 3. Drag Products from Another Plan Window You can drag shelves and product between opened plan windows. 4. Cut & Paste You can cut and paste shelves and products between plans, whether or not they are currently opened. 5. Duplicating Products Products can be duplicated, thereby adding more products to your plan. 6. Rapid Item Placement (RIP) This feature works with a list of UPC codes and can fill an entire shelf or peg area with product with one mouse click. It can also use this list of UPC Codes to build the entire plan from top down. This designed for companies that physically build the actual plan, then scan in the UPC codes so that Shelf Logic can create the same plan as the real life one. 120 1. Adding Products Using the Product Selector Windows There are two windows that display the products in the database and let you drag and drop them onto your plan. One is the Product List Selector and it displays the database as a list. The other is the Product Picture Selector and it displays photo images of the products to allow easier selection of product. For the Product List Selector Window, you click on a product on the list and drag it onto your plan. For the Product Picture Selector Window, you click on a product picture and drag it onto your plan.Both or either can be turned on and off from the menu or the Toolbar. Product List Selector Window The Product List Selector Window displays the products in your database and lets you select them for placement onto the plan. Just click on a product and drag it onto the plan. IMPORTANT NOTE: If you have multiple plan windows opened, the Window MUST be touching the window into which you will drag the items. You can‘t drag product from The Product List Selector Window across other opened plans and into the desired plan. The Product List Selector Window is displayed below. There are three tabs in the Product List Selector Window. One for a list of items in the database, another lists the fixtures in the Fixtures Library and the third lists the sign type items in the database. Within each of the three tabs, you can choose up to 5 fields to display, and you can sort ascending of descending on any or all of them. In the above Product List Selector Window, we first display and sort by the Category field. Then the Item name field is displayed and sorted as well, so that within each category, the products are sorted by the Item Name. Finally the Item Type field is displayed. You can choose the title that appears above each column. Notice it says ―Typ‖ instead of the field name of ―Item Type‖. 121 Changing Display Fields In order to change the fields displayed in the Product List Selector Window, you can right click on the window and a menu will appear. Select ―Change Display Fields‖, Or you can select ―Preferences‖ from the View Menu. From Preferences, choose the ―Product Selector‖ tab. The screen above lets you select fields to display in the Product Selector. Let‘s look at this part of the screen, shown below: There are three tabs so you can define up to 5 separate display fields for Product, Fixtures and Signage. Each tab looks the same. 122 Field Name Select the field you want to display from the list of possible fields. Heading Enter a heading that will appear as a column heading in the Product List Selector Window. Width This is the width, in pixels, of the displayed field value. Sort This lets you sort the field ascending (A->Z) or descending (Z->A) or have no sort at all. Clicking OK saves this information and the Product List Selector Window looks like the figure below. Changing Display Field Widths In the figure above, we gave the Category field a width of 100 and the Item Name a width of 80. We can see that this is too wide for Category and too narrow for Item Name. While we can go back into preferences and enter new widths for the columns. But it‘s easier and better to change it on-the-fly right in the Product List Selector Window. To fix this, just place the mouse cursor over the divider between the Category column heading and the Item Name column heading, as shown below. 123 When the mouse is over the dividing line, the cursor changes and you can move this left to right to decrease or increase the field width. We will also put the mouse over the dividing line between Item Name and Typ and move that to the right, thereby widening the field. Finally, we‘ll put the cursor after the ―Typ‖ field and widen it, too. When done, the Product List Selector Window will look like the figure below. You‘ll notice that each time you adjust the field widths, the Product List Selector Window will automatically adjust it‘s width to fit the display field widths. Before increasing field widths, you may need to widen the Product List Selector Window first. Changing Display Field Order The order of the displayed fields can be changed, either by doing it in Preferences or changing it on-the-fly. To do this, just place the mouse cursor over the desired column heading. You‘ll see the mouse cursor change to a hand. Click and the column will be outlined. You can then drag the column into the new location. In the Product List Selector Window above, we‘ll click on the ―Typ‖ column and then drag it to the left side, making it he first column, as shown in the figure below. 124 The ―Typ‖ field is now in the first column. Product Picture Selector Window The Product List Selector Window lets you choose products by their photo images. This window is very flexible, letting you display pictures in a range of sizes, and optionally display a field value below the photo. In addition, there‘s a magnifier to view selected products when you‘re using a very small picture size. The Product Picture Selector Window can be turned on and off from the View Menu or from the Toolbar. It looks like the figure below. This displays the product pictures for easier selection.. The Product Picture Selector Window can be sized to any shape. Here it‘s 3 pictures wide by 6 high. 125 Here‘s the Product Picture Selector Window as 2 high and 7 wide. In the lower right of the window are 5 buttons, marked ―F‖, ―M‖, ―T‖, ―+‖ and ―-―. F = Filter M = Magnifier T = Toggle Text display + = Enlarge Pictures - = Reduce Pictures The ―F‖ button leys you filter the products displayed in the Product Picture Selector Window. The ―+‖ (plus) and ―-― (minus) buttons enlarge and reduce the picture size. There are 25 possible sizes ranging from very small (figure on the left) to large (figure on right) Smallest Size Largest Size Since the smaller size photos can be hard to see, a magnifying feature is available by click the ―M‖ button. A box will appear that magnifies the product under the mouse cursor so you can see it better. This is shown in the figure below. 126 nd picture in the top row. The magnified product is Here the mouse cursor was over the 2 displayed below. If the mouse moves to a picture towards the bottom of the Product Picture Selector Window, the magnifier moves up to the top to it doesn‘t interfere with the small product pictures. To better identify the products, you can use the ―T‖ button to display a field below the product picture, as shown in the figure below. Clicking the ―T‖ button again will turn off the text under the photos. The field displayed can be changed to any database field. This is changed in Preferences or you can right click on the Product Picture Selector Window and select ―Change Field Displayed‖. 127 This is the ―Product Selector‖ tab in the Preferences Window. In the lower left is the ―Picture Selector Display Field‖. Select a field name from the list and click ―OK‖. This field will be the one displayed in the Product Picture Selector Window. Filtering the Item Selector Windows The products displayed in the Product List Selector Window and Product Picture Selector Window can be filtered so only specific products are seen. This is very useful for large databases. Each opened plan window has it‘s own filter for both the Product List Selector and the picture selector. In order to filter products, you can right click on the Product List Selector Window (or Product Picture Selector Window) and choose ―Filter‖ from the pop-up menu. In addition, you can choose ―Filter Product Selector‖ or ―Filter Picture Selector‖ from the ―View‖ menu. 128 The figure above is the filter window for the Product Picture Selector Window. Except for the ―Show only photos‖ checkbox, this filter window is the same as for the Product List Selector Window. If you click the ―Show only photos‖ checkbox, then only those products that have photos will be selected.. This is used in combination with any other fields used for filtering. Here you can enter up to 8 field comparisons to select the desired products. In the Field Name combobox, select the desired field to use for the comparison. Then select the comparison from the list, equals is the default. The enter the Comparison Value for that field. Comparisons include: = <> > >= < <= Starting With Ending With Containing If you want to use more than one field for a comparison, the first column of comboboxes let you select ―AND‖ or ―OR‖ for the comparisons. Let‘s try some examples. Our first filter will select only those product that have a category of ―hardware:. We select ―Category‖ from the Field Name list, select ―=‖ (equals) from the Comparison list and enter ―hardware‖ for the Comparison Value. The filter window will look like the figure below. 129 The Comparison Value of hardware is entered in lower case here. The case doesn‘t matter. Upper, lower or mixed case are all considered the same. OR Comparisons Let‘s add another category to the filter. We‘ll also select products with a category of ―grocery‖, as shown below. We use the ―OR‖ to connect the two comparisons. So the filter will display product with a category of hardware or grocery. AND Comparisons If we use the ―AND‖, we can make the product match two criteria. In this next example, we‘ll select product with a category of hardware and, in addition, also select those products with a retail price greater than 5.00 dollars, as shown in the figure below. 130 This filter will select products with a category of hardware and a unit retail price more than 5.00 dollars. Combining AND OR Comparisons When using AND and OR together in a filter, the field joined with AND are connected as if they were surrounded by parenthesis and take precedence over an OR comparison. For example, lets look at the following filter. . This filter reads as: Category = hardware OR (Category = grocery AND Unit Retail Price > 5.00) If you want the retail price > 5.00 to be for both categories, the filter has to look like: 131 This filter now reads as: (Category = hardware AND Unit Retail Price > 5.00) OR (Category = grocery AND Unit Retail Price > 5.00) Now products from both categories with a retail price greater than 5.00 will be selected. Clicking OK will use this filter for the Product or Product Picture Selector Window. Turning Filter Off To turn off the filter, select the filter option from the menu. You will see a window like the figure below. The ―Filter On‖ box is colored red. To indicate a filter in use. To turn off this filter, click on the ―Turn Filter Off‖ button. 132 Loading and Saving Filters Once a filter has been created, it can be saved and loaded again at another time. Just click on the ―Save Filter‖ button and you can enter the name of the newly saved filter. Clicking on the ―Load Filter‖ button will let you enter the name of a filter to use. Once loaded, you can use the filter as is, or you can modify it. AutoLoad Filter There‘s a special kind of filter, the AutoLoad filter. If you save a filter and give it the same name as your plan, when the plan is opened, this filter will be loaded automatically and be in effect immediately. It would look like this plan had a smaller database. Placing Items on Shelves Both shelf item types and peg item types can be placed on shelves. If a shelf item is not properly positioned on the shelf, or does not fit in the selected position, a warning message will alert you. In manual mode these warning messages can be overridden and the item can be placed anywhere on the planogram. Use caution when overriding warnings since it is possible to place an item where no real space exists. 133 Placing Items on Hooks Peg items are added in the same manner as shelf items, either by dragging it from the item listbox onto the plan or by double-clicking the item. When a product is placed in a peg area, the peg hook automatically goes along with the product. Peg hooks are not placed by themselves. When a peg item is added to the peg area, it is assigned the default hook size but this can be changed for individual products at any time. Just select one or more faces, and use the Face menu and select ―Change Hook Length‖. The default peg hook length can also be changed in Display Setup, by using the View-Setup-Display Setup menu command or by double-clicking on the plan. Peghole Alignment When a peg item is placed, the peghole in the product (as defined as the Peghole Left and Peghole Left fields) is placed over the peg hook. This is as it would be in real life. When moving a peg item on the planogram, the item will only move in peghole increments. If the vertical distance between pegholes is one inch, then the item will only move up and down and inch at a time. This way, the product‘s peghole is always over a peg hook Otherwise you could create a planogram that couldn‘t be built. While normally the product peghole is over the peg hook, sometimes this changes (like when aligning items, which doesn‘t consider peghole alignment). You may notice this if a group of similar sized peg items become misaligned, as shown below. The arrow is pointing to a product face that‘s not aligned to the peghole. All items are the same and you can see that they all line up with equal spacing except the face to which the arrow is pointing. To fix this, there‘s a command that will align one or more faces to their proper pegholes. Select one or more faces and the use the Peg Align command. From the Face menu, select ―Align‖, then select ―To Peghole‖. The selected items will be placed onto the nearest peg hook. You may need to move the faces it they align to a different peghole than desired. Peg Hook Styles There are several hook styles available and you can customize them with different measurements. 134 Peg Properties You can change the peg properties and configure the peg hook. You can reach the Peg Properties window from the View – Setup – Peg Properties menu selection. Or, if Location Grouping is turned on, double-click to show the location properties. In that window you‘ll find a button for the Peg Properties window.. which is shown in the figure below. Peg ID This combobox contains a list of all of the already saved pegs. You can select from this list or just create a new Peg ID. If you enter a peg ID for a newly defined peg, it will be saved to the Peg Library and will be available in the PegID combobox. Peg Type This lets you define the type of peg hook. The choices are: Single Hole Hook Double Hole Single Hook Double Hole Single Hook with Label Double Hole Rounded Wire Double Hole Rounded Wire with Label Examples of these peg hook types: Single Hole Hook Double Hole Single Hook Double Hole Single Hook with Label 135 Double Hole Rounded Wire Peg Length The Peg Length is the length of the peg hook from the peg board to the end of the hook, as shown in the figure below. Rise The Rise is the distance from the center of the peg hole to the center of the peg hook. In the figure below, the dotted line is the center of the peg hole. The Rise is the distance down to the hook, which is slightly below the dotted line. Since the peg hook is below the peg hole, the distance is a negative distance. The Rise is measured from the peg hole center to the hook center. The other wire above the peg hook is to hold the peg label and is not used for the Rise measurement. On the screen and in print the Rise is used as follows: The peg hole in the product is centered over the peg hook. The plan has the peg holes in it, so the rise tells the program where to place the product‘s peg hole so it‘s over the hook, not the peg hole. Peg Placement Shelf Logic will place the product peghole directly over the peg hook. The placement depends upon the peg type and the peg Rise. Let‘s look at the different peg hook types. 136 Single Hole Hook For a single hook, the product‘s peg hole (the larger black dot in the blue product face) is always vertically lined up with the peg hole in the backboard (the small dots), as shown in the figure below. This product has a peghole top of ? inch and the pegholes are an inch apart. So the top of the product is ? inch above the product peghole. In the figure below, you can see that the top of the product face is halfway between the two peghole. In the figure above, the peg hook has a rise of 0, which means that the hook is directly over the peg hole. In this case the product peghole is directly over the backboard peghole In the figure below, we defined a rise of ? inch. This means that the actual hook is ? inch above the peg hole on the backboard. In the figure below, you can see that the top of the product face is ? inch higher than in the previous figure, which had no rise. In the figure below the product‘s peghole is over the peg hook, which is ? inch above the backboard peghole. Double Hole Single Hook The double hook works essentially the same as the single, except that the product peghole is placed horizontally halfway between the pegholes, instead of over directly the peghole. 137 With the Double Hole hook, it uses two peg holes to support a hook between the two peg holes, as shown in the figure below. In the figure above, you can see that the product peg hole is halfway between the backboard peg holes. Double Hole Rounded Wire The Double Hole Rounded wire is and functions the same as the Double Hole Hook. The only difference is the way the peg hole looks, as shown in the figure below. As with the Single Hook, the Double hooks can also have a Rise that will change the vertical offset of the product‘s peg hole. In the figure above, the peg hook has a rise of .35 inches. This pushes the peg hook (and thus the product‘s peg hole which must be over the peg hook) up .35 inches. 138 Peg Labels Two peg hook types offer peg labels. If you choose either ―Double Hole Single Hook with Label‖ or ―Double Hole Rounded Wire with Label‖, you will be asked for the label dimensions. This is shown highlighted in the figure below. Width This is the width, in inches or cm, of the peg label. Height This is the height, in inches or cm, of the peg label. Label Offset This is the distance from the top of the peg hook wire to the bottom of the label, as shown in the figure below. 139 Displaying Peg Labels You can turn the display for peg labels on and off from the View menu. Choose ―View-Display- Show Peg Labels‖ to toggle the peg label display on and off. The figure above is a Double Hole Single Hook with Label. The label (the yellow box) is 3 inches wide and 1 ? inch high with a label offset of 1 inch. This means the bottom of the label (the yellow box) is 1 inch from the top of the peg hook (the black dot in the blue box). 140 Clip Strips Clip Strips are handled in a special way. All products on the clip strip are considered as one product face. The number of products on the clip strip is determined by the number of faces stacked together. This is normally automatic and is determined by the product depth and the shelf or peg depth. In the case of a clip strip, you must assign this number manually. The easiest way is to right click on the clip strip product and select ―Number in Stack‖. The distance from one clip strip product and the one below it is determined by the products Nest Amount, which is set in the Product Info window, as shown in the figure below. If no Nest Amount is specified, then 1 inch nesting is used for the clip strip. To create a clip strip, move the desired product into the desired position. The press F4 to group products together in positions (or locations). Then double-click on the product to bring up the Location Properties window, shown below. 141 Set the Merch Style to ―Clip Strip‖, as shown below. 142 Here‘s what our product look like when first place and is not chosen to be a shelf strip. This product face is placed on top of a thick upright. When it is defined as a Clip Strip, it will look like this. The number in stack is set to 6 so there are 6 products on the clip strip. The next amount is set to 2 inches so the spacing between products on the strip is 2 inches. The clip strip is not displayed like this when Location Grouping is used, only a single face is shown. 143 Merchandising Styles Shelf Logic Enterprise Edition supports up to 4 concurrent merchandising styles: units, tray, case and display. These are the names we‘ve given to them, you can use these for other merchandising styles of your own. For each merchandising style, there is a separate cost and selling price, separate width, height and depth measurements and number of units in the style. And each merchandising style can have its own photo images (for front, side and top). There are several places in the program where you can define which merchandising style to use. The first place is in the Product Information window. In the Dimensions tab, there‘s a place for the default merchandising style for this product. When this product is placed on the plan, this merchandising style will be used. After a product is on the plan, its merchandising style can be changed. Just select one or more faces and from the Face menu, select ―Change Merch Style‖. You can then enter a different merchandising style for the selected products. Another way to change the merchandising style of products already on the plan is through the Location window. When Location Grouping is turned on and you double-click on a location, you can then change the merchandising style of all products in the location group. Changing the Default Merchandising Style for a Plan When a plan is first created, you can specify an over ride merchandising style for the plan. So regardless of the products merchandising style, the over riding style will be used. You can still change the merchandising style of the product after it‘s placed on the plan. For example, product ―ABC‖ is normally displayed in units. Normally, when added to a plan, a unit is added. But for this particular plan, we specify tray for the over ride merchandising style. So when product ―ABC‖ is added to the plan, it‘s added as a tray style. 144 2. Adding Products by Double-Clicking the Selector Windows You can double-click on a product in either the Product List Selector Window or Product Picture Selector Window and this product will appear in the upper left corner of the plan. You can then drag it into position. If the Next Location feature is on, then instead of appearing in the upper left corner, the product will appear in the next available location of the last selected shelf. Next Available Location The Next Available Location feature is turned on and off by selecting it from the Tools Menu. When placing a Shelf Item, the Next Available Location feature will automatically place items in the next available space on the selected shelf. Items are placed from left to right until all available space is filled. This is the easiest way to fill available shelf space with individual items. When adding a Peg Item, the Next Available Location feature will place the item on the selected shelf as a shelf item. To add a Peg Item to the pegboard or slat wall area, this feature must be turned off. When there is not enough space to place an item on the selected shelf, a warning message will alert you. To continue adding items you must select another item, select another shelf, or shut off the Next Available Location feature and add the item manually. The item will then appear at the top left corner of the Plan Window and can be dragged to the desired location. Use the Flip Feature to fit the item in the available space (see Section 5 – Flip Feature). 3. Adding Products by Dragging from other Plan Windows You can have up to 10 open plan windows and you can drag and drop product between them. When dragging product to another plan window, that other window must be right next to or overlapping. You can‘t drag products through other opened plan windows into the destination plan window. If you drag a product into another plan with a different database and that product doesn‘t exist in this other database, then the program will alert you and let you add the product to the new database. The product will be added to the plan and the database. 145 4. Adding Products by Using Cut/Copy/Paste Another way to add products and/or shelves is by using the standard Windows Cut, Copy & Paste features. After cutting or copying an item, it can be pasted repeatedly into different locations on the planogram. The Cut Command Hot Button: Cut Menu: Edit/Cut Keyboard Shortcut: Upon executing one of the above commands, the selected shelf and/or items are removed from the original location and can be pasted into a new location. The Cut command is different from the Delete command in that Cut stores the objects for reuse and Delete removes the objects from the plan permanently. The Copy Command Hot Button: Copy Menu: Edit/Copy Keyboard Shortcut: The Copy command works the same way as the Cut command except that it copies the selected items/shelves, leaving the originals in place. Copies can then be pasted into a new area of the planogram. The Paste Command Hot Button: Paste Menu: Edit/Paste Keyboard Shortcut: The Paste command will place the contents the cut or copied items into the upper left corner of the Planogram Window. Pasted items will be highlighted so that you can move them into place. You can use the Paste command repeatedly. 146 5. Duplicating Products Hot Button: Dup Right Dup Up Menu: Item/Duplicate Right Item/Duplicate Up Once you have items on the planogram, you can duplicate them using one of three methods. With a little practice, you will discover which method is best suited to each situation. The Duplicate Up Command will copy a selected item facing and stack the copy on top of the original. You can Duplicate Up repeatedly until you run out of space. The Duplicate Right command works the same way, but will place the copy to the right of the original. This is the easiest method for duplicating facings of items. Duplicate Copy Another way to create duplicates is to select a shelf, an item, or a group, and hold down , while dragging the selection to a new location on the planogram. As you drag, the original selection stays in place and the duplicate moves along with the mouse pointer to the new location. This method is best used when duplicating groups. Copy Image to Clipboard This command will copy the selected items and/or shelves to the Windows clipboard for pasting into other documents, such as MS Word or Excel. 6. RIP Processor The RIP Processor lets you add products to the plan by specifying the product‘s UPC Code. The UPC Codes are put together into a list, or Queue. This list can then be placed on a shelf or a peg area with a single mouse click. You can even fill the entire place from the RIP Queue. Read more about this in chapter 6. 147 Selecting Items In order to indicate one or more product faces for various operations such as product movement, you Select the product face(s). You can select a group of items, or items and shelves, by drawing a lasso (a dashed line) around the items. You only need to include a portion of an item in the lasso to include it in the grouping. To draw a lasso around a group: 1. Position the mouse pointer just outside one corner of the group. 2. Hold down the left mouse button and drag the mouse so that the lasso forms around each item, or a part of each item. The mouse can be dragged up, down, left, right or diagonally. 3. Release the mouse button. When the mouse button is released, all of the items in the group will be selected (red). The group can then be moved, copied or deleted. When including shelves in a grouping, at least one shelf in the group must contain an item--you cannot select empty shelves using this method. Use the Lock Shelves feature on the Shelf Menu to prevent shelves from accidentally being moved with groups of items. In addition to moving groups of items, you can also use this feature to change peg hook size or stacking numbers for a group of items on the planogram. Select the group, select Items Menu/Change Hook Length, or Items Menu/Number in Stack and make the changes for all items in the group at the same time. To de-select a group, click anywhere outside of the group. Figure 20. Drawing the Lasso 148 Figure 21. The Group Formed by the Above Lasso Selecting Items Using the Shift Key You can select multiple items by holding down the SHIFT key while clicking the mouse over an item. You can also add items to a select group as well. Selecting Items Using the Layer Manager Products can be selected using the Layer Manager feature. See the section of the Layer Manager for more details. Selecting Items in a Background Fixture If the items you want to select are within a Background Fixture, then hold down the CONTROL key while drawing a lasso (dashed line) around the items. 149 Flipping and Turning Items Hot Button: Flip Menu: Item/Flip An item on the planogram can be flipped onto one of three sides. Executing one of the above commands will flip the selected item to the next side. The Status Bar will display the current side number and corresponding dimensions. If 3-sided image files are used, the appropriate image will be displayed for each side. The Flip feature is useful for filling excess space at the end of a shelf. By shutting off Smart Shelf and Next Loc, you can manually add an item and flip it until it fits the available space. There are 3 sets of command that handle product flipping. There is the ―Flip‖ command, the Turn command and the Rotate command. When you flip an item to the side, top or front, it will do so regardless of the previous angle of rotation, if any. 150 Turn an Item The ―Turn‖ command will turn an item upside down or turn it 90 degrees clockwise or counter clockwise. The ―Turn‖ command can be found on the ―Item - Flip‖ submenu and is only active when one or more items are selected. You can turn the selected item or items 90 degrees clockwise or counter clockwise, upside down or right side up. Turning an item is the same as rotating it in the Z-Axis. You can turn an item regardless of its current angle of rotation on the X-Axis or Y-Axis. The other angles don‘t change, only the Z-Axis is when turning an item. When you turn an item, it will do so regardless of the previous angle of rotation, if any. When you specify a turn angle, the item is turned to this always starting at right side up. So if you turn an item 90 degrees clockwise and then turn the item 90 degrees counter-clockwise, the item will end up turned 90 degrees counter-clockwise starting at the right side up position. If the turn started at the previous position of 90 degrees clockwise, the item would end up back at its right side up position. When an item is turned, its product image is also turned automatically. 151 Rotate an Item This command lets you rotate an item to any angle in 3 dimensions. The Rotate command is accessed through the Item – Flip submenu. When you select the Rotate command, you will see the following window: An item can be rotated on the X, Y and Z axis. For each, you can enter an angle from 0 to 359. The item will then be rotated to that angle. If you check the ―Add to Current Angle‖ checkbox, then the angles specified will be added to the current angles of rotation. Below each axis is an illustration of the way the item rotates on this axis. For the X axis, the axis goes through the sides of the item. When it‘s rotated, it tilts towards you, so that at 90 degrees, you are seeing the top of the item. For the Y axis, the axis goes through the top and bottom of the item. As it‘s rotated, the right side of the item comes forwards and at 90 degrees, you are seeing the side of the item. For the Z axis, the axis goes through the front and back of the item. As it‘s rotated, it turns clockwise. At 90 degrees, the item is turned on its side. When you rotate an item, the height and width of the item are changed to reflect the way the item looks like when looking straight at it. It doesn‘t try to simulate a 3D effect. For example, when you increase the angle of the X axis and it tilts forwards, it has the effect of reducing the height of the item As an item is turned on the Z axis, it has the effect of increasing both the height and width of an item. So even though the image is turned and looks the same size, the bounding box that surrounds the item is larger than when the item is not turned. 152 Nesting Items Items can be stacked one inside another, such as baskets, bowls or pots. A base item is placed on the shelf and then duplicated up using the Dup Up feature. In the Nest Amount field of Product Information, enter the height of the nested item that will show above the base item. This dimension is measured from the top edge of the item downward. For example, if you have a 6 inch high basket and you want the top inch of each basket to show above the base item, enter 1 in the Nest Amount field. Figure 22. Nested Baskets Moving to the Next/Previous Item Menu: Item/Next Previous Item/Shelf Keyboard: < or > or , or . key You can use the ―<‖ and ―>‖ keys too move to the next and previous item. An item does not have to be selected. If an item is not selected, the selection will start with the first item or last item if the ―<‖ key is used. If an item is selected, then the selection will move to the next or previous item. The ―<‖ key is also the ―,‖ (comma) key and either can be used to move the selection to the previous item. The ―>‖ key is also the ―.‖ (period) key and either can be used to move the selection to the next item. 153 Stacking Multiple Items in a Single Facing Shelf Logic lets you put multiple products in a single facing. This is accomplished simply by moving one item over another. Even if they overlap just a little, they are considered in the same facing. When multiple items are stacked together, they will share the shelf depth. For example, if you have a 12 inch deep shelf with 2 different items in a facing, each item is allotted 6 inches of depth. Selecting an Item in a Multiple Facing Clicking on a face selects the first item in that face. If you hold down the CONTROL key and click on the face again, the next item in back will be selected and so forth. If you have 4 different items in a facing, then you can select the last item by clicking on the facing, and then holding down the CONTROL key and clicking three more time. If you have selected the last item and click again, the first item in the stack is selected. Changing Item Order You can change the item order in a multiple stack by selecting an item in the stack and using the ―Item – Bring to Back‖ or ―Item – Bring to Front‖ menu commands to bring the item forwards and backwards through the stack. Reporting Multiple Facing On the Product Listing Report, multiple items have the same key number but a letter is placed after the item to indicate it‘s part of the same facing. So if we have three different items in a multiple facing, and the key number is 3, then the items will appear on the Product Listing Report as 3A, 3B and 3C. 154 Product Positions While the program works with individual product faces, you can work with Product Groups (or Positions) instead. A Product Group is a group of faces with the same UPC Code and is a certain amount of faces wide and high. In the figure on the left below, the faces in yellow are all the same product. You can work with individual faces or groups when working with the plan. By pressing F4 function key, the Location Grouping is turned on (and off again). When Location Grouping is turned on, clicking on one face will select the entire group, as shown in the figure below. Click on a single face All faces in the group are selected In the figure on the left, we select a single face by putting the mouse cursor over the face and clicking the left mouse button. Normally, only the single face would be turned red to indicate it was selected. But with the Location Grouping is turned on, all faces in the group are selected, as shown in the figure on the right. When a group is selected, you can do anything to it you could do to an individual face, move the group, delete the group, etc. You can also change its properties. You can do this from the View menu, just select ―Location Properties‖. Or you can just double-click on any face in the group. Either way, you will see the Location Properties window, as shown below. 155 This window has the location information, some of which you can change. The ―*‖ indicates this information can‘t be changed Location ID – This identifies the location be name or number. Merch Style – This is the merchandising style for this group.. *UPC Code – This is the UPC Code of the group and can‘t be changed. *Item Name – This is the Item Name of the group and can‘t be changed. Peg ID – This is the peg id of the peg used for this group. Peg Row – This is the row that has the peg hooks used for this group. Peg Column – This is the column of the peg hook for the first face in the group, Facings Wide – This is the number of horizontal facings. Facings High – This is the number of vertical facings. Facings Deep – This is the number of facing deep. Position X – This is the X position of the upper left corner of the leftmost face Position Y – This is the Y position of the upper left corner of the leftmost face Rotation – This is the current side. You can change it or rotate the group to any angle. In addition, you can edit the product information for the product in this group. You can also change the Peg properties for the peg hooks in this group. The User Fields button will let you enter user fields for this position. 156 Plan Properties There are a number of properties available for the plan. To view and change them, choose ―Plan Properties‖ from the View Menu. You will see the Plan Properties window: All of these fields are optional and are used for informational purpose. Except, the Eff Start Date and Eff End Date fields can be used for reports to define the range of sales dates to be used for the reports, and the Price List Name is used to determine the retail price of the products. Plan Name This is the name of the plan Plan Title This is the title of the plan. Plan Subtitle This is the plan‘s subtitle. Plan Description This is the description of the plan. Created By 1 This is the person responsible for creating the plan. Created By 2 This is the other person responsible for creating the plan. Eff Start Date This is the effective starting date of the plan. This can be used for reporting as the start date of the sales data. Eff End Date 157 This is the effective ending date of the plan. This can be used for reporting as the end date of the sales data. Customer Name This is the intended customer for the plan. Customer Dept This is the department using the plan. Class This is the class name of the planogram Price List Name This is the name of the price list used to determine the retail prices of products on the plan. This can be changed and then the reporting will reflect the retail prices in the new price list. Store to use for Sales If you are reporting and analyzing sales for the plan, this lets you do so for a specific store, which you enter here. In order for this to work, you must have sales data entered for this store. Report on Sales for This Planogram Only If you are reporting and analyzing sales for the plan, this lets you do so for this planogram. In order for this to work, you must have sales data entered for this planogram. User Fields Button This lets you enter user fields for this planogram. 158 Planogram Viewer The Planogram Viewer displays all of the shelves and fixtures with all of the products for the currently active plan window. You can choose up to 4 grouping and sorting levels and you can display any two fields. The Planogram Viewer is shown in a floating window you can move or resize. Here‘s a typical Planogram Viewer: Clicking on the plus sign before Segments will show you the length of each segment, as shown in the figure below. Clicking on Shelves will display the dimensions (length, height and depth) of all shelves, as shown in the figure below. 159 The products portion will break down by up to four groups. Here we are sorting and grouping first on category, as shown in the figure below. Clicking on any of the categories will show the next group level, which is Vendor Name. If we double-click on Juice, we see the vendors in the Juice group, as shown in the figure below. 160 Clicking on any of the Vendor Names will show the products for that vendor. If we double-click on Dole, all Dole products are displayed, as shown in the figure below. The 2 display fields chosen (UPC Code and Item Name in this case), are displayed. If we click on the product in the Planogram Viewer, that product or products will be selected on the plan, as shown in the figure below. In the figure below, we show the UPC Code followed by the Item Name. 161 Changing Planogram Viewer Fields You can choose up to 4 sorted grouping and up to 2 fields to display. This refers to the Products area only. When you click on the Change Fields button, the following window is displayed: You can select any 4 grouping fields and any 2 fields to display. 162 Section 7 – Tools Automatic Placement Features Smart Shelf Smart Shelf is a group of automatic features that function together. Smart Shelf is turned on and off by selecting it from the Tools Menu. These are the features that make up Smart Shelf. 1. Smart Shelf – checks the height, width and depth of each item added to the planogram to make sure it will fit on the selected shelf. A warning message will tell you which dimension is too large and the item will not be added. You can edit the shelf to accommodate the item or override Smart Shelf by shutting it off and adding the item manually. Exercise caution when adding items in manual mode since it is possible to place items where no real space exists. 2. Auto Place – This is an extremely useful feature that properly positions items for you. When placing items next to each other, it can be difficult to line them up properly using your mouse. Items may appear jagged and uneven. With the Auto Place feature, all you need to do is drag an item close to the desired location and release the mouse button. Auto Place will align the item against the next closest item. 3. Auto Move – This feature allows you to move a shelf together with any items already placed on that shelf. When Smart Shelf is turned off, the shelf will move but the items will remain in their original position. 4. Auto Align –This feature allows you to drag a shelf from one location to another, or from one segment to another. Smart Shelf will properly position the shelf between the vertical uprights. 5. Auto Arrange – This feature allows you to move several shelves while still maintaining the height specified in the Add Shelf dialogue box. In the figure below, 3 shelves were added each with a height of 12‖. With Smart Shelf on, shelf #2 was dragged upwards so that shelf #1 now has a height of 25‖. As shelf #2 was dragged, everything above it moved with it. Shelves #2 and #3 were repositioned but still have the original 12‖ height. The second figure shows the effect of dragging a shelf with Smart Shelf turned off. Only shelf #2 moved—the items on it, as well as shelf #3 remained in their original place. 163 Figure 23. Dragging Shelves with Smart Shelf On (left) and Off (right) 164 Auto Center This feature is always turned on and cannot be turned off. When adding or moving a shelf, auto center will position the shelf to the nearest available notch on the vertical uprights. When adding or moving peg items, auto center will position the item to the nearest available peg hole. This assures accuracy when building the physical display. Auto Stack Fill Hot Button: Stack Menu: Item/Number in Stack After executing the above command, the Stack Number dialogue box will open. When you add an item to a planogram, you are actually adding a facing of that item. A facing is a stack of items that fills a shelf or peg hook from the front edge to the back edge. By default, Auto Stack Fill is always on so that Shelf Logic, Enterprise Edition will place as many items as will fit on the shelf or peg hook. If the peg hook length or shelf depth is changed, the quantity in the stack will automatically recalculate. Figure 24. Stack Number Number in stack – This will override Auto Stack Fill and specify a stack number for the selected item. Auto Stack Fill – A check mark indicates that the feature is active. OK Button – Saves changes to the Stack Fill dialogue box. Cancel Button – Exits without saving the stacking information. Default Button – Makes the entered number the default Stack Fill for all new items added to the planogram. It will remain the default until a new default is selected or a new plan is opened. Each time a new planogram is started, the default will return to Auto Stack Fill. 165 Rapid Item Placement The RIP Processor is a powerful tool that lets you automatically place products on your plan. You can fill a shelf or peg area or the entire plan. The RIP Processor can even take a blank plan and, with a single mouse click, place all products and shelves needed. The RIP Processor lets you add products to the plan by specifying the product‘s UPC Code. The UPC Codes are put together into a list, or Queue. This list can then be placed on a shelf or a peg area with a single mouse click. You can even fill the entire place from the RIP Queue. Plans are filled from top left to bottom right. The RIP Queue is also very useful for those companies that build actual shelf/peg displays to see how they work and then use Shelf Logic to create the planogram already built. The RIP Queue is perfect for this task. Just scan in each UPC Code on the actual display starting at the top left of the display and working down towards the bottom shelf. There are two methods used to add items to the Queue. Part 1. Adding Items to the RIP Queue There are two methods used to add items to the Queue. Method 1. Selecting from Item Listbox. If you hold down the ALT Key and double-click on an item in the item listbox, that item will be added to the RIP Queue. You can add as many items as you want into the Queue. Method 2. Entering Item UPC Codes Manually You can enter the UPC Codes for the desired items directly into the Queue. You can view the RIP Queue by selecting ―RIP Processor‖ from the ―Tools‖ menu. Any items selected by ALT-double-clicking on the item listbox will appear in the RIP Queue and appear in the UPC Code textbox. The RIP Queue is shown in the figure below. 166 In the textbox next to ―UPC Codes‖, you can enter the UPC Codes of the desired item, one on each line. You can enter UPC Codes one at a time. After each UPC Code is entered, press the ―Enter‖ Key to go to the next line, as shown below. Other ways to enter UPC Codes into the Queue. ? Paste a list of UPC Codes from other program or word processor ? Paste a column from a spreadsheet 167 ? Notepad or similar format word processor file with one UPC Code per line ? Use Scan Gun to enter codes from an actual display When you‘re done, one or more UPC Codes have been entered. This list is used to fill the plan, starting at top left. So the first UPC Codes in the Queue is placed on the top shelf in the first segment in the first shelf position on the left. You can also put UPC Codes in the Queue by loading a Queue. Load Queue You can load a saved RIP Queue into the current Queue. When you click on the ―Load List‖ button, you will be asked for the name and location of the saved Queue. When you enter the name, the ―UPC Code‖ textbox will be filled with the contents of the saved Queue. The RIP Queue file has an .RIP extension (such as ProductList.RIP) but the format of the RIP file is identical to a Notepad file, only it has an RIP extension. You can select a Notepad (.TXT extension) file for the RIP Queue, but when you click the Load Queue button, you will be prompted for an .RIP file. You can still select a .TXT file if you wish, as long as the TXT file has one UPC Code per line, just like the RIP file does. Save Queue List Once a list of UPC Codes has been entered, you can save this list to a text file (with an .RIP extension) that can be edited with notepad or similar. When you click on the ―Save List‖ button, you will be asked for the name and location of the saved Queue. The RIP Queue file name has an extension of ―.RIP‖. Clear Queue Clicking on this button will clear the current RIP Queue. You will be asked to verify before the Queue is cleared. 168 Part 2. Placing Items from the RIP Queue Once one or more items are in the RIP Queue, they can be placed onto the plan one at a time or in groups. Method 1. Placing Single Item from the RIP Queue You can place a single item onto your plan from the RIP Queue by holding down the ALT Key when you click on the left mouse button. When you do this, the next item in the Queue will be placed directly under the current mouse position. Each time you click the mouse when the ALT key is pressed, another item from the Queue is placed onto the plan. If you click the mouse without the ALT key pressed, it behaves as normal. After the left mouse button is pressed, you can either release it to place the item where it is or just move the mouse and the newly placed item under it to a different location. If you are placing an item in a peg area, it may move after you release the mouse button. This happens because the item needs to put its peg hole over the closest peg hook location. Method 2. Placing Multiple Items from the RIP Queue You can place multiple items on your place by using the mouse to indicate the area to be filled with items. First you must hold down both the ALT and CONTROL Keys. Then click (the left mouse button) and drag the mouse left or right to create a select box and define the width of the area into which the items will be placed. Continue holding down the ALT and CONTROL keys while moving the mouse. If you create the select box within a shelf area, the items in the Queue will be placed onto that shelf. If the select box is in a peg area, then the items will be placed in the peg area, with their tops aligned. Filling a Shelf Area from the RIP Queue Let‘s fill a shelf with items from the RIP Queue. We‘ll do that by drawing our select box within any shelf area 169 Here we can see the select box that‘s drawn. It‘s drawn within a shelf area so the items will be placed onto that shelf. The height of the box doesn‘t matter, only the width of the box. When you are finished dragging the mouse and the mouse button is released, the next items in the Queue will be placed across the span of the box, The item will start being placed at the left end of the box and end at or before the right end of the box. In this case two items from the Queue are placed on the shelf directly below the box. Let‘s try this again but we‘ll fill an entire shelf at one time. We‘ll hold down the ALT and CONTROL keys and then click the left mouse button, starting at the left edge of the shelf and drag it to the right edge of the shelf, as shown below: 170 Since the top left of the select box is within the shelf area of the top shelf, the items will appear on that shelf, as shown below: The items in the RIP Queue are placed on the shelf starting at the left and continuing until now more will fit on the shelf. You‘ll see there‘s some space left on the shelf because the next item in the Queue won‘t fit there. You can then just continue to place items on the next shelf from the Queue until there are no more items left in the queue Filling a Peg Area from the RIP Queue A peg area is filled in the same manner as a shelf area. Use the mouse to draw a select box indicating the margins but draw it in the peg area instead of in the shelf area. The items will fill the peg area from left to right according to the mouse drawn margins. 171 Method 3. Filling a Plan with Items in the Queue Fill Plan Option The Fill Plan checkbox turns the Fill Plan Option on and off. When the checkbox is checked, the Fill Plan Option is on and the RIP Queue will fill the plan starting on the top shelf in the first segment working down to the bottom shelf. In fact, you can fill the entire plan by clicking the OK button on the RIP Queue window. If you want more than one facing for the product, enter the UPC Codes more than once. For 4 facings (horizontally), enter the same UPC Code 4 times in the Queue. Product faces are placed on the shelves in groups so all of the same UPC is on the same shelf. End of Shelf Code Normally the product faces places will automatically wrap around to the next shelf down once the shelf is filled up. But you can create a ?manual‘ break in the Queue so that the product placing continues on the next shelf down. This is done by declaring a ?fake‘ UPC Code for the break and then putting this UPC Code in the Queue where needed. This fake UPC Code is called the End of Shelf Code. 172 In the above figure, the End of Shelf Code is ―100000000000‖. Each time that UPC Code 100000000000 is encountered in the Queue, no more items will be placed on this shelf and the next items in the Queue are placed onto the next shelf down. In the figure below we have products in the Queue. The ―100000000000‖ in mixed in with the other products. When this Queue is run, 2 faces of UPC ―4150880012‖ will be put on the topmost shelf in the leftmost position. Next to these faces go 2 faces of UPC ―1600027519‖. Then we have the ―100000000000‖ End of Shelf code. We now start filling the plan on the next shelf down. Next one face of UPC ―1862783100‖ is placed in the leftmost position of the shelf below the top shelf. Then 2 faces of UPC ―1862720001‖ are placed next to this face. Now we encounter the next End of Shelf Code of ―100000000000‖ and so the next products in the Queue are placed on the next shelf down from this one (which would be the third shelf from top) Notice that the Fill Plan checkbox is checked. NOTE: Even with an End of Shelf Code, the product placement will still wrap around to the next shelf down if there isn‘t enough room on the shelf for more products. When you are using a scanner or scan gun to scan in UPC Code on an existing physical shelving or peg display, you can print out the End of Shelf UPC Code and then scan it in each time the end of the shelf is reached. This way the planogram will exactly match your physical display. Example: Let‘s start with a plan with shelves on it and we‘ll fill those shelves using the RIP Processor. Here‘s our empty plan with shelves: 173 Here‘s the RIP Queue filled with UPCs. We have the Fill Plan option checked but haven‘t entered an End of Shelf Code so the products will wrap around when they don‘t have any more room on the shelf. When the OK button is clicked, the plan will look like the figure below: 174 Create Shelves When using the Fill Plan option, it is assumed that shelves are already on the plan. But if you check this option, you don‘t have to have shelves on the plan, the RIP Processor will place then where needed. When you check the Create Shelves checkbox, several other option are made available, as shown highlighted in the figure below. 175 Shelf Thickness Enter the thickness (in inches or cm) of each shelf that will be placed on the plan. Shelf Depth Enter the depth (in inches or cm) of each shelf that will be placed on the plan. Shelf Thickness Enter the amount of extra room above the tallest product on the shelf. Shelf ID Instead of entering the shelf thickness and depth, you can select a shelf from the Shelf Library and that shelf will be used on the plan. When the OK button is clicked, the entire plan, including shelves, will be created. Example: Let‘s take an empty plan with no shelves on it and create the entire plan using the RIP Processor. Here‘s our empty plan with no shelves on it. 176 Here‘s the RIP Queue filled with products to go onto the plan. The Create Shelf option is used so shelves are added where needed. Each shelf will be one inch thick and 12 inches deep. There‘s one inch of extra space above the tallest product. When run, the RIP Processor fills the plan and adds the shelves, as shown below. 177 NOTE: Notice that on the second shelf from the top in the first segment has only one product on it. This is because the next product has 3 faces and wouldn‘t fit on that shelf, so they were put onto the next shelf. If the shelf is not wide enough to accommodate multiple faces of a single product, some product faces will be removed until they fit onto the shelf. You will be alerted when this happens. If you want to put multiple product faces onto two or more shelves, use the End of Shelf code to split up the faces so the fit onto the shelves. Changing Items in the RIP Queue When the RIP Queue is displayed, you can add or delete UPC Codes from the Queue, or change their positions. You can save the Queue with the same of different name. You can use the Load Queue button to load several UPC lists into the Queue. Each will be added to the end of the Queue. The Current UPC Pointer The Current UPC Pointer is a ―>‖ character that the program puts before the next item to be placed onto the plan from the Queue. If the ―>‖ is absent, the first Current UPC Pointer points to the first UPC in the Queue. 178 th line, you see a ―>‖ character The UPC Codes in the Queue are listed, one per line. On the 6 before the UPC Code. This is the ―current item pointer‖ and is placed before the next item in the Queue. Right now, the ―current item pointer‖ is before UPC ―1862720001‖. This will be the next item placed from the Queue. You can change the ―current item pointer‖ to point to any item on the list. Just click the mouse in the text box and erase the ―>‖ character. Then place a ―>‖ character before the item you want next in the Queue. 179 thIn the Queue window above, we‘ve erased the ―>‖ on the 6 line and placed a ―>‖ before the UPC on the first line. After you OK the window, the Queue will start from the top and UPC ―4150880012‖ will be the next item to come out from the Queue. When you use the ―Load Queue‖ command to load a list of UPC Codes, the current item pointer always starts at the first UPC Code. 180 Rapid Item Placement 2 There‘s another RIP Processor available with more placement options available. You can specify a specific number of products or faces to place. You can decide on the number of vertical or horizontal faces or let Shelf Logic automatically figure it out for you. The RIP2 Screen 181 Let‘s go over the information you can enter and then we‘ll look at specific cases. Field Used for RIP List This lets you choose the field you will use for the RIP list. You could have a list of UPC Codes, or a list of SKU Codes, etc. The field used must be unique for each product. For example, you can‘t have the same SKU Code for more than one product. Place By The quantity to place can indicate a quantity of products of a quantity of product faces. List of Products to Place This is a list of UPC Codes, SKU Codes, or whatever field chosen above. There should be one field value per line. You can paste information in from a spreadsheet, work processor or by using a scan gun. Since you can specify the quantity of a product to place, you only need enter the product information (UPC Code, SKU Code, etc.) once. Qty to Place This is the number of products or product faces to place. The Place By option select if product or product faces are used. If you specify to place product faces, then the fill orders are used to determine if vertical or horizontal facings go first. When using Qty to Place for product facings, the fill order is always either vertical, then horizontal, then stack, or horizontal, then vertical, then stack. If you specify the number of faces wide and high to use, the Qty to Place can be blank or zero. Faces W H You can specify the number of horizontal and vertical faces to place. If the Qty to Place is zero, then the faces placed will be filled (depth wise) to the maximum. The Faces Wide and Faces High parameters take precedence over a Qty to Place if the Qty to Place is for placing product faces. So if you have a Qty to Place of 12 product faces and you have a Face W of 2 and a Face H of 4, then there will be 8 product faces, not 12. 182 If a Qty to Place is specified (as the number of products to place, not the number of product faces to place) and it is less than the number of faces wide times the number of faces high, then all faces will be placed with a stack of 1. If the Qty to Place is more then the number of faces wide times the number of faces high, then that quantity of product is distributed among the faces places. For example, if the Faces W is 3 and the number of faces high is 2, and the Qty to Place is 14, then there will be 6 faces. Four of the six will have a stack of 2 and two faces will only have a stack of 1, for a total of 14 products. Additional distribution of product stacks is done on the bottom faces first and works upwards, so in the example above, the faces with a stack of two are on the bottom. If Faces W is entered and Faces H is not, and the Qty to Place (product faces) is more than 1, then the Faces H is calculated. For example, the Qty to Place is 8 and the Faces W is 2, then the Faces W will be set to 4. The same is true if Faces W is not entered and Faces H and Qty to Place are. A Face W and Face H can be entered for each product in the RIP list. If you use the Auto Fill option (which requires a blank Face W and Face H), you can still use Face W and Face H on one or more products to manually assign faces to them. All products without a Face W and Face H are automatically created according to the fill orders. Scroll Up/Scroll Dn When there is more information than will fit in the RIP List window, you can use the Scroll Up and Dn buttons to scroll the list up or down. -> Scroll Down 1 ->> Page Down ->| Scroll Down to End <- Scroll Up 1 <<- Page Up |<- Scroll to Top End of Shelf Code Normally, if there‘s not enough room on a shelf for a product, it is put onto the next shelf. If you want to manually indicate when to put products onto the next shelf, you can create an End of Shelf Code (any number or letters) and then put that code into the RIP list where you want to move to the next shelf. For example, lets say we enter an End of Shelf Code of ―000000‖. We can put that into the RIP list where we want to move to the next shelf. Our RIP list might look like: 19283984 183 77898876 000000 64578332 78765523 After products 19283984 and 77898876 are place on a shelf, the End of Shelf Code is encountered and products 64578332 and 78765523 are placed on the next shelf. Auto Fill The Auto Fill feature lets you automatically determine the number of product faces placed and how many are placed vertically and horizontally. The Auto Fill feature only works if the Faces W and Faces H are blank (or zero) and you specify a Qty to Place. Checking the Use Auto Fill checkbox will let you use this feature. stFill 1 This lets you specify how to begin placing product faces. If you specify Vertically, then product faces will be placed vertically until the desired vertical number is reached of until there is no more shelf height. If you specify Horizontally, then products will be placed across the shelf until the desired number is reached or until there is no more shelf space. If you specify Stack, then products will be placed one behind the other until the desired number is reached or until the maximum number of stacking possible is reached. ndIf more faces are sill needed, the Fill 2 parameter is used. ndFill 2 This determines the second fill order, used of the first fill doesn‘t placed the requested products. rdFill 3 This determines the third fill order, used of the first and second fills don‘t place the requested products. Auto Fill works whether the Qty to Place is set to place products or product faces. 184 Examples: Let‘s look at some examples. (Faces W and Faces H must be blank or zero) Qty to Place is set to 12 Place By is set to products stFill 1 is set to Vertically ndFill 2 to set to Stack rdFill 3 is set to Horizontally When the fill process begins, vertical faces will be created. The existing shelf height allows for 2 vertical faces. Then fill order 2, stacking, begins. The shelf and product depths allow for a stack of 3. So we have 2 vertical faces with 3 products in each face. We have a Qty to Place of 12 so we now need fill order 3 and horizontal faces are created. One additional horizontal face is created (which creates another set of 2 vertical faces) and that additional set of faces also has 6 products, for a total of 12 products. If the additional horizontal face wouldn‘t fit on the shelf, the product faces would be moved to the next shelf. Let‘s try another example. Qty to Place is set to 5 Place By is set to products stFill 1 is set to Horizontally ndFill 2 to set to Stack rdFill 3 is set to Horizontally When the fill process begins, horizontal faces will be created, in this case 5 faces. Each face will have a stack of one product. That matches the desired Qty to Place of 5 so we‘re done. Let‘s take the above example but say only 3 product faces will fit on the shelf. That leaves 2 more products. Since the second fill order is Stack, 2 of the three horizontal faces will have a stack of 2 and one face will have a stack of one, for a total of 5. Let‘s take the above example again and say the only one horizontal face will fit on the shelf. The second order is stack so will fill up the product faces. Let‘s say the only 3 faces will fit in a stack. rdThat leaves 2 more. So we use our 3 fill order, vertically. We create a second vertical face and put 2 products in that stack. We now have a face with 3 stacked and a face with 2 stacked. If, so some reason, a second vertical face couldn‘t be created, all faces would move to the next shelf. 185 Max Vertical Faces By entering a maximum vertical facing, you can limit the number of vertical faces automatically placed. This has no effect if the Face H amount is specified. Max Horizontal Faces By entering a maximum horizontal facing, you can limit the number of horizontal faces automatically placed. This has no effect if the Face W amount is specified. If Product Faces Won’t Fit This lets you specify what to do if a product is too large to fit onto an entire shelf. Don’t Place Choose this and the product faces won‘t be placed at all. Place as Many as Possible Choose this and as many products as will fit on the entire shelf will be placed. 186 Shelving You can automatically create shelves as the product as placed onto the plan. You can only do this by limiting the number of vertical facing. This is done by specifying a Face H or a Max Vertical Facing. Create Shelves Check this to place shelves as well as products. Shelf Thickness This is the thickness, in inches or cm, of the shelves to be placed. Shelf Depth This is the depth, in inches or cm, of the shelves to be placed. Extra Room Above Shelves This is the space, in inches or cm, between the highest product face and the shelf above. Shelf ID Use this to indicate you want to use shelves from the library with this Shelf ID. Examples Example 1 – Manually Place Faces Qty to Place = 0 Face W = 4 Face H = 2 Auto Fill can be on or off This will place 2 vertical and 4 horizontal faces, each with the stack amount filled. Example 2 – Manually Place Faces with Quantity Qty to Place = 24 Place by = Products Face W = 4 Face H = 2 Auto Fill can be on or off This will place 2 vertical and 4 horizontal faces, each with the stack amount set to 3, for a total of 8 faces and 24 products 187 Example 3 – Manually Place Faces with Quantity Qty to Place = 22 Place by = Products Face W = 4 Face H = 2 Auto Fill can be on or off This will place 2 vertical and 4 horizontal faces, each with the stack amount set to 3 for 6 faces and set to 2 for 2 faces, for a total of 8 faces and 22 products Example 4– Automatically Place Product Faces Qty to Place = 24 Place by = Faces Face W = blank Face H = blank Auto Fill = on stFill 1 = Vertically ndFill 2 = Horizontally rdFill 3 = Stack This specifies the number of faces to place. This will start placing product facings vertically. In this case, 3 vertical faces will fit. We move to Fill order 2, which creates horizontal facings, in this case, 8 horizontal facings for a total of 24 facings. The stack is filled to the maximum on all facings. If the 8 horizontal faces wouldn‘t fit on the shelf, the facings art moved to the next shelf. If the next (empty) shelf isn‘t big enough for the 8 facings, you have the option of not placing the products or placing as many as will fit. Example 5– Automatically Place Products Qty to Place = 24 Place by = Products Face W = blank Face H = blank Auto Fill = on stFill 1 = Vertically ndFill 2 = Stack rdFill 3 = Horizontally This specifies the number of products to place. This will start placing products vertically. In this case, 3 vertical faces will fit. We move to Fill order 2, which attempts to fill the stack to maximum, which in this case is 4. So far we have 3 facings of 4 for a total of 12. We now go to fill order 3 and start to create horizontal facings. One additional horizontal facing will create another vertical set of 3 facings, each with a stack of 12, for a total of 24 products placed, so we‘re done. Let‘s try the above example but with a Qty to Place of 25. In this case, we will need one more set of horizontal facings, giving us a total of 9 facings. We will distribute the 25 products amongst these faces. So 7 facings will have a stack of 3 and 2 facings will have a stack of 2, for a total of 25 products. 188 In the examples above, we are referring to a single product placement. Using RIP 2, we are placing multiple products. Each product can have it‘s own quantity and or number of facings wide and high. Let‘s take an example, shown in the figure below. The RIP list is a list of UPC Codes. Qty to Place is done by products. Auto Fill is being used and the fill order is Horizontally, Stack and then Vertically. The first UPC Code in the list is 1600027519 and 6 products are to be placed. The next UPC Code is 1630015114 and 8 products are to be placed. 189 Then 12 products of UPC 1862720001 are placed. When UPC 3450014000 is placed, we specify a Face W of 8 and a Face H of 2. So 16 faces are placed, 2 high and 8 wide. The Qty to Place is 26, so that amount is distributed amongst the 16 faces. This is followed by 24 products of UPC 4157006827 and 12 products of UPC 4190007135. Using the above information, here‘s how different fill orders affect the outcome. On the left is the plan with just shelves. On the right is the finished plan according to the RIP 2 parameters. stndrd = Vertically Fill 2 = Stacked Fill 3 = Horizontally Fill 1 190 stndrd = Horizontally Fill 2 = Stacked Fill 3 = Vertically Fill 1 stndrdFill 1 = Horizontally Fill 2 = Vertically Fill 3 = Stacked 191 stndrdFill 1 = Vertically Fill 2 = Horizontally Fill 3 = Stacked In the last 2 plans, not all product faces were placed on the plan because there was not enough shelf space. 192 Rapid Item Placement 3 Our third RIP fills up a plan based not on the number of products as the other RIP processors, but on the amount of space allotted for each product.. So Product A would get 6 inches of shelf space, Product B would get 10 inches of shelf space, and so on. In addition, you can specify if you want the additional available space to be capped. Using the RIP3 Processor Start the RIP3 Processor from the Tools Menu as shown below. You will then see the RIP3 Processor screen, shown below. 193 The following information needs to be entered Field Used for List The list of products to place can be listed by any field, not just by UPC Codes. However, the field used should have data that is unique. If you use the Item Name field and you have an item on the list that has a duplicate, the program won‘t know which Item Name to use. In the example below, we use the Item Name as the field used for the list. List of products to place This is the list of products to be placed. Above we have specified to use the Item Name field so the first product in the list shows the product‘s item name. You can enter products manually, each on its own line, or you can cut & paste information into it from Excel, etc. You could use Excel to sort the products the way you want and then cut & paste the Item Name column (or any field column) into this. 194 In the example above, we have cut & paste a column from a spreadsheet into the ―List of products to place‖ text field. Avail Space This in the amount of space, in inches or cm, allotted for the product. Side This the side, Front, side or top, that the product will be when placed. Enter ―F‖ for front, ―S‖ for side or ―T‖ for top. The default side is specified in the Defaults frame So when one or more products are entered into the list, the side field is automatically filled in with the side default. 195 Merch Style This is the merchandising style for this product. Enter ―U‖ for Unit, ―T‖ for Tray, ―C‖ for Case or ―D‖ for Display. The default merchandising style is entered for you and is specified in the Merch Style default in the Defaults frame. Horz Cap This determines if you want to horizontally cap the product if there‘s enough room. Enter ―Y‖ for Yes or ―N‖ for no. The default is entered for you and is specified in the Horz Cap default in the Defaults frame. Vert Cap This determines if you want to vertically cap the product if there‘s enough room. Enter ―Y‖ for Yes or ―N‖ for no. The default is entered for you and is specified in the Vert Cap default in the Defaults frame. Space Between Placements This determines the spacing between products. If there is leftover space after a product has been placed, then choosing Variable Space will put the next product right after this one. If Fixed Spacing is chosen, the then leftover space if left empty until the start of the next product. Scroll Up/Down If you have more product than will fit at one time, you will need to scroll. Click on the scroll up or scroll down button so all columns scroll at the same time. 196 RIP3 Example In the RIP3 window shown below, we have filled in the information needed to create a planogram. We have chosen to list the product by their item name and have a list of 10 products to place. For each product, we have assigned the space allotted. Since the plan we have has 48 inch stshelves, we should have the avail space total up to 48 inches for each group. Above, the 1 and nd2 products have been given 12 inches of space, the next product 16 inches and the product after that is 8 inches. These 4 product total up to 48 inches so will fill the shelf totally. thIf the space given won‘t fit on the shelf, it goes to the next shelf. For example, if we gave the 4 product 12 inches of space instead of 8 inches, it wouldn‘t fit on the shelf and so would go onto ththe next shelf below. If the 4 product was given less than 8 inches, then the 5th product would thattempt to go on the shelf and since the 5 product needs 24 inches, it will go onto the next shelf and the shelf above will have unassigned space. Each product is placed on its front and using the unit merchandising style. Some of the products will be capped horizontally but no products are to be vertically capped. 197 The plan on the left is empty except for shelves. When we run the RIP3 processor as filled in above, the plan will look like the one on the right. Each product is filled in according to the space allotted. 198 Keystroke Manager The Keystroke Manager will let you assign any menu command to a key This key is the keyboard key without control,. Shift or Alt being pressed. Using the Keystroke Manager From the Tools menu, select ―Keystroke Manager‖ and you will see the following window: This window has all of the commands for each menu and lets you assign a key (from A to Z) to the menu command. The ―Menu Name‖ combobox lets you select which menu to use. Then all of the commands on that menu are listed. You can scroll down to see more menu commands. For each menu command, you can enter the key that will activate that command. 199 In the figure above, we‘ve assigned the ―Delete Plan‖ menu command to the ―D‖ key, the ―Exit‖ command to the ―X‖ key, ―N‖ for the ―New Database‖ command and ―F‖ for ―New Floor Plan‖. Pressing the ―D‖ key will delete a plan. Not Control-D, Shift-D or Alt-D, just the ―D‖ key by itself. Listing All of the Assigned Keys You can see the currently assigned keys by clicking on the ―Display All Shortcut Keys‖ will show the keys from A to Z and the command, of any, assigned to that key. This is shown in the figure below. 200 We can see that the ―A‖ key has been assigned to a menu command. The ―B‖ and ―C‖ keys have not been assigned, the ―D‖ key is assigned, and so on. Clicking on the ―Assign Shortcut Keys‖ button will again let you assign the keys to commands. When finished assigning keys, click the OK button to save these keys. After this, just pressing the appropriate key will activate that menu command. The key can be upper or lower case, but can‘t be entered along with the CONTROL key. 201 Layer Manager The Layer Manager will let you select faces and save them as a layer. You can save one or more layers and add or remove faces from a layer. A layer is a list of faces for a particular plan. You can have multiple layers, each with its own list of faces, for a plan. When you switch plans, a different set of layers are used (if they have been previously defined.) Using the Layer Manager To use the Layer Manager, select it from the Tools menu. You will see the Layer Manager Window, shown below. The Layer Manager Window sits on top of the plan window, as shown in the figure below. 202 The photos are turned off in the plan above. The image in the small window on the left of the Layer Manager Window represents a tiny image of the plan (without photos), and when a layer is selected, the faces are highlighted. 203 Creating a Layer Each layer can store a list of selected faces and there can be many layers in us at one time. Layers can be saved and reused. To add a new layer, click on the ―New Layer‖ button. You will then be asked for a name for the layer. When entered, it will show up in the Layer Manager as shown below. The first layer has been created. As we create more layers, they are shown the layer window. 204 Adding Selections to a Layer If you had selected one or more faces prior to starting a new layer, those faces would be added to the layer when it was created. When or not this was done, you can continue to add more selections to a layer by using the ―Add to Layer‖ button. First, select the layer, then select one or more faces and then click on the ―Add to Layer‖ button. Those faces are added to the layer. The faces in the layer are shown in the small plan window. You can always add more faces to a layer at a later time. 205 Removing Selections from a Layer You can remove one or more faces from a layer. First select the desired layer. Below, we have selected the first layer. We can see the faces in red are selected for that layer. We can only remove a face is it‘s part of the faces in that layer. In the example below, we will select 3 faces that are part of the layer. When we click the ―Take from Layer‖ button, these 3 selected face will be removed from the layer. We see that 3 faces are no longer highlighted and no longer a part of the layer. If you have a large plan, it may not be possible to see the faces in the layer. Select use the ―Select Layer‖ button to select and highlight all faces in the layer. You can then decide which faces are to be removed. You will then need to unselect the faces and select the faces to remove from the layer. 206 Selecting Faces in a Layer Clicking the ―Select Layer‖ button will select the faces in the layer on the plan. Below we have chosen the first layer and clicked the ―Select Layer‖ button. The faces in this first layer are selected and highlighted on the plan. 207 Deleting Layers Clicking the ―Delete Layer‖ button will delete the selected layer. In the example below, we will ndselect the 2 layer. Notice that the faces for this layer are displayed in the small plan window on the left. We now click the ―Delete Layer‖ button and the layer is removed, as shown below. Renaming Layers You can rename a layer using the ―Rename Layer‖ button. First select the desired layer. Click the ‖Rename Layer‖ button and enter the new layer name. The layer is now renamed. 208 Saving Layers An individual layer can be saved. This enables you to use the layer with a different plan. Select the layer you wish to save and click the ―Save Layer‖ button. You will be asked for a name for the layer. Each layer saved can have its own name. A layer consists of a list of UPC Codes. So if you use the layer with a different plan, it will still select those same UPCs that are in the layer. Loading Layers A saved layer can be loaded into the layer list of another plan. The same UPC Codes in the layer will work with the other plan as long as that plan contains one or more of those UPC Codes. But if you save a layer that has 2 occurrences of a certain UPC code and you use it with another plan, the layer will only select 2 faces of that UPC, assuming there are 2 or more faces in the plan. 209 Section 8 – Formatting Shelf Logic lets you format items on shelves and peg areas. There are manual and automatic formatting for justifying products left, right, center, justified and spaced out. There are also alignment features for make product line up top, bottom, left or right.. Formatting Features Manual Formatting You can take a number of product on a shelf or in a peg area and format them left, right, center or spread out. The product are formatted between a start and end position. You can either use the shelf or segment for the start and end positions (method 1) or specify the start and end positions manually (method 2). Method 1 In method 1, the shelf or segment is used for the endpoints. First you select two or more products on a shelf or in a peg area. You can then justify those product left, right, center or spread out. If the product selected are on a shelf, then the justification occurs between the start and end of the shelf. If the products are in a peg area, then the segment start and end are used for the start and end points. Let‘s try an example. We‘ll select all products on a shelf. Now we can justify these items in various ways. You can select these by right-clicking on the selected items, or by using selecting ―Justify‖ from the Face menu. You can select left, right, center or spread out. All selected items are affected and the shelf defines the start and end points of the format. Let‘s center justify the items selected. We‘ll right-click and select ―Justify‖, then ―Center‖. The items will not look like the figure below. The items are centered between the start and end of the shelf. We can format this again but choose ―Spread Out‖ for the formatting choice. The items will now look like the figure below. 210 They are now evenly spread out on the shelf. We can select the items and left justify them, and our products looked like they did in the beginning of this example. When justifying left, right or center, you can specify a gap to go between each justified product, called the Justify Gap. In the figure above there is no Justify Gap, the items are touching each other. We can specify the Justify Gap from the Justify Menu or right-click popup menu. This brings up the Auto Format Window, which we‘ll cover shortly. The Justify Gap is entered in inches. For this example, we‘ll enter a gap of 1.5 inches. With this one and a half inch Justify Gap, we‘ll once again select these shelf items and enter the ―Left‖ selection on the Justify Menu. The left justified products will now look like the figure below. The products are left justified but there‘s a 1.5 inch space between each of them. Peg items are justified in the same manner. Let‘s take an example. We‘ll select these peg items and then center justify them. 211 We‘ll right-click and then center justify. The items are justified using the segment start and end as the justify endpoints. The items will look like the figure below. The item are centered within the segment with our 1.5 inch Justify Gap, which remains in effect until a different Justify Gap is entered. Method 2 The second method of formatting lets you select the start and end points for the justification. This lets you justify anywhere, not just in a shelf or segment. In Method 1, you select your items, then issue the desired justify command. In Method 2 this is reversed, you first specify the desired justification, then you use the mouse to indicate the start and end points of the justification. If you want to left justify, first select left justify from the Face menu. Then use the mouse to draw a select box around the products to format and to indicate the left and rightmost justify endpoints. Here‘s an example. We will right justify these products. First we use the Face menu to select Justify and then Right. We‘ll then use the mouse to indicate the products and endpoints. 212 Here the mouse has drawn a box around the faces. The dashes indicating the select box defines the left and right endpoints of the justify. When the mouse button is released, the products are right justified using the left and right mouse positions. The products are right justified up against the rightmost mouse position. This is useful when formatting products within a shelf or segment. The Justify Gap works with Method 2 the same as with Method 1. When using this method, make sure that the mouse select box does not end within a product, as shown below. Product Spread You can select a group of products and space them out evenly by creating a gap between them. This gap can be increased by pressing the ―+‖ (plus) key or decreased by pressing the ―-― (minus) key. This amount is set in the Auto Format Window, under Automatic Formatting. You can just select a group of products and then press ―+‖ to put a space between them. You can press the ―+‖ key several times to increase the space. Here are our products before spreading 213 We‘ll select them. Then we‘ll press the ―+‖ key twice. The Increase/Decrease amount is set to ? inch so we just put a ? inch gap between faces. Let‘s click ―+‖ four more times to create a 1 ? inch gap. We can decrease the gap by pressing the ―-― (minus) key. The amount decreased is ? inch each time ―-― is pressed. In this next figure, we‘ll press the ―-‖ key three time for a ? inch decrease. 214 Automatic Formatting Shelf Logic has an Automatic Formatting feature that formats and justifies products each time a product is added or removed. This ensures that products are always formatted properly. Each plan and floor plan has its own Auto Formatting setup. One plan can have centered formatting and another plan can have left justified formatting. First let‘s take a look at the Automatic Formatting Setup Window, which let‘s you define the type of formatting desired. From the View Menu, select ―Setup‖, then ―Auto Format‖. You will see the following window. Use Auto Format Bitmap, 294 Keyboard, 29 database, 29 Maintenance, 29 Item Code, 293 SKU Code, 293 Items, 29 UPC Code, 293 If this is checked, then Auto Formatting will be in effect. Each time an item is added or removed, formatting occurs. Auto Format Type Spread – This spreads out the item with even space around them, and between the uprights and products. Justify – This is similar to spread except the products are up against the uprights. Left – This will left justify the products. 215 Center – This will center justify the products. Right – This will right justify the products. Auto Format Options Space Between Faces – This is the Justify Gap, the space that goes inbetween each product being justified. Keep Same UPC Faces Together – Keeps similar products together when spreading products. Manual Format Options These are used for manual formatting using the Face-Justify commands. Amt to Increase/Decrease – This amount is used when increasing or decreasing the space between product by pressing the Plus and Minus sign keys. 216 Using Auto Formatting Let‘s see how Auto Formatting works. The products below will be auto formatted if moved. Auto Formatting is set to ‖Spread‖. We‘ll select them and after moving, the products will look like the figure below. If we delete some of the items, the rest with auto format to be spread out once more. Let‘s select some products, shown in red below. When we press the DELETE key to delete these products from the plan, the other products will be formatted, as shown in the figure below. Lets take another example. We set auto justify to Left Justified and set the space between faces as 1 inch. As we fill up an empty shelf, the items automatically justify themselves and create a 1 inch gap between them.. Here‘s our empty shelf. When the first product is placed anywhere on the shelf and the mouse button is released, the product is left justified, as shown below. 217 When the next product is placed on the shelf, it too, is left justified, with a 1 inch gap between it and the previous product. This is shown in the figure below. Even if a different product is placed on the shelf, it is justified the same way, as shown below. 218 Alignment Features The Alignment Commands Menu: Item – Align - Top Menu: Item – Align - Bottom Menu: Item – Align - Left Menu: Item – Align – Right This aligns two or more selected items top, bottom, left or right. First select one or more items and then select the command. If Top is selected, then the tops of all selected items are on the same level. If Bottom is selected, then the bottoms of the selected items are lined up evenly. If left is selected, then the left edge of the items selected are lined up so they‘re even on the left. If Right is selected, the items are moved back and forth until the right sides are lined up. Items aligned left are aligned to the leftmost item. Items aligned right are aligned to the rightmost item. Items aligned top are aligned to the topmost item. Items aligned on the bottom are aligned to the bottommost item. NOTE: Peg items are aligned regardless of their peg hole positions. So even if an item has a peg hole from top of 1 inch, it may be placed a quarter inch from a peg hole in order to properly align. After being aligned, they will moved in peg hole increments but their peg hole placement will not be totally accurate. For many applications, this is not an issue, but this should be kept in mind and items aligned should ideally have the same peg hole positions. The peg hole placement of the item is only for those items on the screen that have been aligned. The item database is not affected. 219 Guidelines Using Guidelines to Position Items ?Shelf Logic Enterprise Edition lets you create up to 50 vertical and 50 horizontal guidelines to assist in the placement of items on the planogram. Using the Snap To Guideline feature, you can drag an item close to a guideline and it will automatically align against that guideline. To create a guideline, place the mouse pointer over the horizontal or vertical ruler. When the pointer becomes a double-headed arrow, the guideline is dragged to the desired position on the planogram. To move a guideline, place the mouse pointer on or near the guideline and drag to the new position. The mouse cursor will change to a double-headed arrow while you are moving the guideline. To remove a guideline, drag it back onto the rulers or off the Plan Window. Displaying Guidelines Menu: View /Show Guidelines Keyboard Shortcut: The Show Guidelines command turns the display of guidelines on and off. If you are using the Snap To Guidelines feature and the guidelines are hidden from view, the Snap To Guidelines feature is also temporarily turned off. Once the guidelines are again displayed, the Snap To Guidelines feature will be back in effect. 220 The Grid Grid Setup Menu: View- Setup - Grid Setup ?Shelf Logic Enterprise Edition can display grid lines or dots over the entire planogram to help position items. You can choose the style of grid and the vertical and horizontal distance between each grid line, however there is not Snap To feature. After executing the above command, the Grid Setup dialogue box will open as shown below: Figure 25. Grid Setup Horizontal Grid lines per foot This is the number of horizontal grid lines per foot of the display. An entry of 1 results in 1 grid line per foot. An entry of 12 results in 1 grid line per inch. Vertical Grid lines per foot This is the number of vertical grid lines per foot of the display. An entry of 1 results in 1 grid line per foot. An entry of 12 results in 1 grid line per inch. Grid Style - Select from one of four grid types: Small Dot – Displays a tiny dot at the intersection of each vertical and horizontal grid position. Large Dot – Displays a larger dot at the intersection of each vertical and horizontal grid position. Line – Displays a line for each vertical and horizontal grid position. Cross – Displays a small cross at the intersection of each vertical and horizontal grid position. Show Grid – Turns the grid display on and off. OK Button – Accepts the grid setup. Cancel Button – Exits without saving the grid setup. 221 Default Button – Makes the current grid setup the default setup for all plans where Show Grid is selected. Color Button – The Color dialogue box will open. You can only select a foreground color since the grid has neither a pattern nor a background color. Turning the Grid On and Off Menu: View/Show Grid This command toggles the display of the grid on and off. You can also turn the grid on or off from the Grid Setup and the Display Setup dialogue boxes. 222 The Nudge Command Keyboard: Up, Down, Left, Right Arrow Keys You can use the arrow keys to move one or more items or shelves a very slight amount at a time. Select the item(s) or shelves and then press the left arrow key to move left, the right arrow key to move to the right, the up arrow key to move up and the down arrow key to move down. When you nudge a peg item, it will be moved to the next peg hole position. When you nudge an item on a shelf, the item is moved one pixel. When you nudge a shelf, it moves up or down one notch position. There are 3 Nudge Amounts Available 1. Pressing an arrow key moves the item one ?increment‘, as described above. 2. Pressing an arrow key WITH the CONTROL-KEY held down moves the item 5 ?increments‘. 3. Pressing an arrow key WITH the SHIFT-KEY held down moves the item 10 ?increments‘. 223 Snap To Feature Hot Button: Snap Menu: View/Snap to Setup Executing one of the above commands will open the Snap To dialogue box as shown below: Figure 26. Snap To The Snap To features make it possible to align items and shelves more accurately than dragging with the mouse. There are three Snap To options: Snap to Shelf When the Snap To Shelf feature is selected, dragging an item near the shelf will cause it to snap to and align with the shelf. Snap to Guidelines When the Snap To Guidelines feature is selected, dragging an item near a guideline will cause it to snap to and align with the guideline. Snap to Standards When the Snap To Standards feature is selected, an first item placed on the shelf will snap to and align evenly with the left vertical upright. Snap to Peg Holes When this feature is selected, product faces will move from one peg hole to another, so that the product is always properly positioned over a peg hole. When the Snap to Peg Holes features is off, a peg facing can be moved anywhere. 224 Section 9 – Display Options Views Shelf Logic Enterprise Edition has many viewing options, including among these is the ability to show the display in various views. These are Front View, Top View, Side View, Side View with Cross Section, and fully rotatable 3D view. Since you can have up to 10 plan/floor windows at the same time, you can have the same plan displayed in multiple windows with different views. So the front and side views can be seen together. Front View Menu: View/Views/Font View Keyboard Shortcut: Shift-F1 This shows the front view of the plan. This is the only view that allows you to work with and move products. The other views are ?view only‘ and changes can‘t be made to the plan. Top View Menu: View/Views/Top View Keyboard Shortcut: Shift-F3 The top view shows the plan looking downwards and has three viewing options. You can view only shelf items, only peg items, or both in the top view. Normally, the plan is shown starting at the top of the plan and looking downwards. You can change this by selecting a shelf. When this is done, the top view will start with the selected shelf and the shelves and items above it will not be shown. In this manner, you can decide which shelf or shelves should be seen. If a product has a photo top image, it will be displayed. Top View Options Menu: View/Views/Top View Options This menu options lets you select what will be displayed when the Top View is selected to display a plan. The Top View Options lets you show shelf item, peg items or both. Just select which to display from the Top View Options menu. The peg and shelf items options can be turned on or off from here. 225 Side View Menu: View/Views/Side View Keyboard Shortcut: Shift-F3 The side view shows the plan looking at it from the left side. If you want to view the side from another point, use the Cross Section View. All items in the plan are displayed from the side. If a product has a photo side image, it will be displayed. Cross Section View Menu: View/Views/Cross Section Keyboard Shortcut: Shift-F4 The Cross Section View is the same as the side view except that you can decide where to start viewing from. Instead of starting at the left side of the plan, you can start in segment 2 or 3, or in the middle of the plan, etc. At the lower right of the Cross Section View Window, you‘ll see a small image of the plan with a vertical red line. This red line indicates the starting point for the side view. You can click on the small plan display to move the red line to that point. Or you can place the mouse over the red line and drag it back and forth. Below the small plan display, there‘s a ―+‖ (plus) and a ―–― (minus) button. These will make the plan display larger and smaller so you can more accurately place the red line. 3D View Menu: View/Views/3D View Keyboard Shortcut: Shift-F5 This will show your plan as a three dimensional drawing, with or with out photos depending upon the show photos setting. Once displayed, you can click on the display and use the mouse to rotate the 3D display in any direction. These keys will operate in the 3D window. Control-T Toggle photo image display F Toggle display of product facings only L Toggle display of product box lines <- Left Arrow Turn plan to the left -> Rt Arrow Turn plan to the right + (plus sign) Enlarge plan - (minus sign) Reduce plan You can double-click on the 3D window to display options that let you change the window and plan background colors and set the other options. 226 Viewing Options Shelf Logic, Enterprise Edition has several features to customize the way the main screen and plan is displayed. The following features can be turned on or off at any time during a work session from the View Menu: Customizing the Screen Display Show Product Photos Menu: View/Show Product Photos Shortcut Key: CTL+T This command will turn the display of product photo images on and off. The program will operate faster when the product photos are turned off. If you have many photos or photos on a slow drive like a CD or network drive, the screen refresh may be slower. Turning off the photos will refresh the screen faster. You can print the plan with photos even if the screen display of photos is turned off. Show Product Shapes Menu: View/Show Product Shapes This will turn the display of shapes on and off. Show Item Text Menu: View/Show Item Text This turns the display of Item Text on and off. Item Text if the information that appears in each face when viewed on the screen. Show Product Peg Labels Menu: View/Show Product Peg Labels This turns the display of Peg Labels on and off. This will show labels if the peg hook type has a label. Show Product Pegholes Menu: View/Show Product Pegholes This turns the display of Product Pegholes on and off. The Product Peghole is how the peghole looks on the product. 227 Show Pegholes Menu: View/Show Pegholes This turns the display of Pegholes on and off. Pegholes also include vertical and horizontal slats and grid walls. The screen will refresh faster when the pegholes are turned off. When turned off, pegholes will not be visible on screen, but will still control the placement of items on the pegboard sections of the planogram. Turning off peghole display also turns them off on the planogram printout. Show Peg Labels Menu: View/Show Peg Labels Show Notes Menu: View/Show Notes This turns the display of Notes on and off. Show Shelf Numbers Menu: View/Show Shelf Numbers This turns the display of Shelf Numbers on and off. Show Ruler Menu: View/Show Ruler This turns the display of the Ruler on and off. When the rulers are turned off, you will not be able to create guidelines. Show Grid Menu: View/Show Grid This command toggles the display of the grid on and off. You can also turn the grid on or off from the Grid Setup and the Display Setup dialogue boxes. Show Guidelines Menu: View /Show Guidelines Keyboard Shortcut: The Show Guidelines command turns the display of guidelines on and off. If you are using the Snap To Guidelines feature and the guidelines are hidden from view, the Snap To Guidelines feature is also temporarily turned off. Once the guidelines are again displayed, the Snap To Guidelines feature will be back in effect. 228 Show Tool Bar Menu: View/Show Tool Bar This turns the display of the Tool Bar on and off. Show Guidelines Menu: View/Show Guidelines It is sometimes helpful to turn off the guidelines for a clearer view of the planogram, however, the Snap-To Guidelines feature will not function when the guideline display is turned off. 229 Floating ToolBar The Floating ToolBar contains commonly used commands and a scale scroll so you can easily change the screen viewing scale of a plan, and is shown in the figure below: On top is the scale of the plan, from 0 to 10. 0 being the smallest and 10 the largest. Below that are indicators for various commonly used features grouped together. When the feature is turned on, the round indicator light is colored. In the figure above, all indictors are on and colored in. To turn a feature on and off, click either a colored circle or the words next to it. The features in the Floating Toolbar are: Loc Grouping Location Grouping, this will toggle the grouping of products together so when you click on one product, all products in the group are selected. Auto Format This turns Auto Formatting on and off using the current Auto Format options. Smart Shelf This turns Smart Shelf on and off. The 3 following options change depending upon the type of plan, planogram or floor plan, that is active. Lock Shelves (Planogram) This locks and unlocks shelves. When locked, shelves can‘t be moved. Lock Fixtures (Planogram) This locks and unlocks fixtures. When locked, fixtures can‘t be moved. 230 Lock BackFix (Planogram) Lock Background Fixtures , this locks and unlocks Background Fixtures. When locked, Background Fixtures can‘t be moved. Lock Fixtures (Floor Plan) This lock and unlocks floor fixtures. When locked, floor fixtures can‘t be moved. Lock Obstruction (Floor Plan) Lock Obstructions, this lock and unlocks floor obstructions. When locked, floor obstructions can‘t be moved. Lock Dept (Floor Plan) Lock Department , This lock and unlocks floor departments. When locked, floor departments can‘t be moved. Show Photos This turns the display of photo images on and off. Show Shapes This turn the display of shapes on and off. Prod Selector Product Selector, this shows or hides the Product List Selector window. Picture Selector Picture Selector, this shows or hides the Product Picture Selector window. The Floating Toolbar can be displayed or hidden using the ―Show Floating Toolbar‖ selection from the View Menu. 231 Section 10 – Other Features Undo Feature Hot Button: Undo Menu: Edit/Undo Keyboard Shortcut: Each time one of the above commands is executed, your plan reverts back one action. You can click Undo up to 99 consecutive times. Actions that can be undone are: , Moved shelves and items , Deleted shelves and items , Items placed on the planogram , Updates from database (see Section 4) , Cut and Paste Redo Hot Button: Redo Menu: Edit/Redo Keyboard Shortcut: Redo reverses the last Undo operation. You can Redo up to the last 99 Undo operations. If you delete a shelf, the Undo command would restore the deleted shelf. The Redo command would delete the shelf again. With Undo and Redo, you can go backward and forward through changes made to your planogram. Finding Items on the Planogram Hot Button: Find Menu: Edit/Find Keyboard Shortcut: The Find command works in two ways: 1. If an item is selected and you issue the Find command, all similar items on the plan will be highlighted. 2. If no item is selected, the Find box will open as shown below. Enter a UPC Code, SKU Code, Item Code, Item Name or Category and all matching items on the plan will be highlighted. 232 Figure 27. Find Item Plan Information Menu: View/Info The View Info command displays the plan‘s vital statistics such as the number of shelves and ?items, the name of the database used, and the version of Shelf Logic Enterprise Edition used to create the plan. This information is especially useful when reviewing older plans. Version Information Menu: Help/About ?Upon executing the above command, a dialogue box will open and show which Shelf Logic product and version is currently running. 233 Preferences The Preferences Screen lets you customize Shelf Logic. Use the View/Preferences menu selection to display the Preferences Screen. You will see the following screen: The Options Tab Figure 28. Preferences Options Screen Suppress Error Messages If this is checked, then error messages won‘t be displayed. These included error messages if items are placed in the wrong place, etc. Prompt for Backup of Database If this is checked, then you will be asked if you wish to make a backup of your current database. This will be done each time you switch databases or open a plan that uses a different database from the current database. 234 Prompt for Backup of Plan File If this is checked, then you will be asked if you wish to make a backup of your plan. This will be done each time you close a plan, start a new plan, or open an existing plan. Stacking Multiple Items When an item is moved over another item, they usually become part of the same facing, sharing the available shelf or peg space. You can choose whether or not to be alerted when items overlap and asked if you want to make them part of the same facing or not. And if not alerted, you can choose whether overlapping items are considered in the same facing or not. Use Help Screen If this is checked, an introductory screen will appear when the program starts. This screen has options for starting a new plan, opening an existing plan, or importing a database.. Hanging Bar in Front of Product Faces If this is checked, then product faces on a hanging bar will appear behind the hanging bar. If unchecked, then product faces will appear over the hanging bar. 235 The Database Defaults Tab This lets you define the default database, which is the one used when the program first opens. You can also define the path for the image file. This will save on typing, you can just enter the image file name, the path is entered for you. Figure 29. Preferences Database Screen Default Database This lets you specify the database that will be used as a default when a new plan is started. Enter the drive, path and database name. This must be a Shelf Logic database. Default Image Folder This lets you specify the file path where you store your images. When you are specifying an image during Product Information, you don‘t have to enter this default image path, just enter the image found in this folder. 236 The Printing/On Screen Tab This controls what database information is printed on the product face when the plan is printed, and also when the product is viewed on screen. You can also specify if you want the key number to print and the font to be used for it. Figure 30. Preferences Printing Screen Product Display Information This lets you enter the information that will appear inside of the product boxes when the plan is printed. You can specify up to three lines of information. For each line, use the pull down to select the field you want displayed. You can select a font for each line. After the three lines of information when printed, you can indicated the field that will appear on the item on screen when the Item Text is displayed. You also have a choice of a transparent background or not for the Item Text. 237 Key Number Display Information This option lets you turn the printing of the Key Numbers on and off. In addition, you can specify a font for the key number. Font Reduction There are time when the printed box is too small to display the information you have chosen. In that case, you can let Shelf Logic reduce the font until it fits in the item box or until s certain font size has been reached, so the font doesn‘t get too small. Checking the ―Reduce font size to fit in box‖ will let Shelf Logic reduce the font size if it doesn‘t fit. The combo box next to this will let you choose how small you will allow the font before stopping. Enter the smallest font you find acceptable. 238 The Product Selector Tab This lets you specify the fields displayed in the Item Selector Window when working with planograms. The Item Selector Window displays products. Fixtures and signs. For each of these, you can select up to 5 fields to display. You need to specify the actual field name, the heading in the Item Selector Window, the display width and how the field is sorted, if it is. Hide Product Selector This option will hide the Item Selector Window until the mouse cursor gets close to the right side of the screen. This amount is controlled with the Unhide Distance. When set to less, the cursor needs to get close to the right side of the screen. When set to more, the Item Selector Window appears when the mouse cursor gets a bit past the middle of the screen. When the mouse cursor gets close enough, the Item Selector Window appears on the right so you can select a product for it. The distance from the right Picture Selector Display Field This is the field that will appear on the Product Picture Selector Window (when the text option in that window is chosen). 239 Product Selector Docked – when this option is selected, the Product List Selector Window is docked to the right side of the screen. Floating – When the floating option is selected, the Product List Selector Window can be moved freely around the screen. Column Search – This indicates the column searched when you type one or more characters. As a character is typed, the Product Selector cursor moves to the first item in the Column Search number column that begins with the character entered. When the second character is entered, the cursor moves to the selection beginning with the first two characters entered. When the third character is entered, the cursor moves to the selection starting with the first three characters entered, and so on. To start a new search, click on a different selection in the list, and then you can enter your first search character. Picture Selector Docked – when this option is selected, the Product Picture Selector Window is docked to the right side of the screen. Floating – When the floating option is selected, the Product Picture Selector Window can be moved freely around the screen. 240 Scale, Zoom and Scrolling Features There are several features that will change the scale of your plan as displayed on the screen. Scaling allows you to view more of the plan by scaling it down to a smaller size, or to enlarge a particular area for closer inspection. There are 10 possible scaling positions that range from 1?: 1 to 63:1. The scaling feature is based upon a monitor resolution of 640x480, which is the recommended ?resolution when working in Shelf Logic Enterprise Edition. If you do not know how to change your monitor‘s resolution in Windows, contact your System Administrator for assistance. Because Scaling and Zooming are extremely useful tools, there are several alternative features available. Which feature you use will be based upon the particular situation and personal preference. Changing the View Scale Hot Button: Zoom Menu: View/Scale Tool Bar: Scale Scrollbar Upon executing one of the above commands, the Viewing Scale dialogue box will open as shown below: Figure 31. Viewing Scale Enter a preset scale option by entering a number from 1 to 10. A scale of 1 makes the plan the smallest while 10 enlarges it to maximum size. The Scale Scrollbar located on the Tool Bar at the left of the screen is an alternative method of setting the scale without using the dialogue box. Dragging the Slider Button will change the scale up or down to one of the 10 settings. For more exact scaling, clicking on the Scroll Arrows located above and below the scrollbar will increase or decrease the scale by an increment of 1 for each click. 241 Zoom In/Zoom Out Menu: View/Zoom In View/Zoom Out Keyboard Shortcut: Zooms In Zooms Out The Zoom features work in much the same way as scaling. Zooming In will increase the scale in increments of 1 each time the command is executed. Zooming Out will decrease the scale in increments of 1 each time the command is executed. Magnify Feature Tool Bar: +Magnify Button -Magnify Button The Magnify Features allow you to select a specific item, shelf or segment of the plan to zoom into or out of without the need for scrolling. Clicking on one of the Magnify Buttons located on the Tool Bar will turn the mouse pointer into a Magnifying Glass. You can then click on the segment of the plan you want to focus on. Each click will increase or decrease the scale factor by 1 increment. The Magnify feature will remain in effect until you deselect it by clicking on the pointer arrow at the top of the Tool Bar. This returns the mouse pointer to the standard arrow mode. Scrolling Through the Plan Depending upon the scale setting, you may not be able to view the entire plan in the Plan Window. There are two ways of scrolling to view areas of the plan not visible at the current scale. Standard Scroll Bars The horizontal and vertical Scroll Bars, located at the bottom and right edges of the Plan Window, are used to scroll through the Plan Window. Scroll Buttons – Each click will scroll left, right, up or down by 1 increment. Scroll Bar Button – Indicates your relative position within the Plan Window. The Scroll Bar Button can be dragged with the mouse to scroll through the window. Scroll Bar - Clicking on the vertical Scroll Bar above or below the Scroll Bar Button will scroll by a larger increment (or left/right on the horizontal Scroll Bar). Grab Tool Tool Bar: Hand Button Keyboard Shortcut: + Drag Mouse The Grab Tool is an alternative to using Scroll Bars. When the Grab tool is in effect, the mouse pointer changes to a hand. Position the hand inside the Plan Window and drag the screen up, down, left, or right to the desired view. If the Tool Bar is not currently showing, you can activate the Grab Tool by holding down the while dragging the mouse. Releasing the left mouse button returns the pointer to the standard arrow. 242 Notes Shelf Logic lets you create up to 50 ?post-it‘ style notes onto your plan. You have a choice of font styles, sizes, and colors, and the fill and outline colors for the note. Each note can have it‘s own fonts and color scheme. Every note has a pointer, a round dot, which is used to indicate what the note is referencing. Both note and note pointers can be moved independently of each other, and notes can be resized. The display of notes can be turned on and off and if turned on, the notes will appear on the planogram printout. Here‘s what a note looks like. Figure 32. A Note Creating a Note Menu: Edit/Enter Note To create a note, you can either use the ―Edit/Enter Note‖ selection, or right click on the plan where you want the note placed. When you right click on the plan, a popup menu will be displayed. The first selection on the menu is ―Enter Note‖. When this is selected. The ―Notes Dialog Box― will appear, as shown below: 243 Figure 33. The Notes Dialog Box Enter your note, and if you wish, select an outline and fill color for the note. You can also enter the font style and color. When you click ―OK‖, the note will appear on the screen. Changing a Note To change a note, just double-click on the note. The ―Notes Dialog Box― will appear with the text of the existing note. You can change the text, font, or note colors. Click OK to make the changes. Moving a Note and Note Pointer A note is moved like a shelf or item. Just click on the note and drag it to the new position. After you click on a note, whether you move it or not, you can move the mouse over the note pointer. When over the note pointer, the mouse cursor changes to a cross. If you click the mouse while over the note pointer, you can move it to a new location. Resizing a Note When you click on a note, ?note handles‘ will appear. They are small black squares that appear at the corners and sides of the note. By clicking on any handle and dragging it, you can change the dimensions of the note. 244 Deleting a Note To delete a note, select it and press the Delete Key. You will be asked to verify the delete before it occurs. Once a note is deleted, it cannot be restored with the ―Undo‖ command. Show Notes Menu: View/Show Notes You can turn the display of notes on and off using the menu. When the notes are displayed, they will also appear on the plan when printed. If you turn the display of notes off, they won‘t print either. 245 Key Numbering When the plan is printed, a sequential number appears in the upper right corner or each item. This is called a ―Key Number‖ and is automatically assigned to each item. This number is used in the Product Listing Report to identify the item. Numbering is done from upper left to lower right. The peg items are numbered first, then the shelf items. There is a printing option you can select to number peg items from upper left to lower right and to number shelf items from left to right on each shelf. The display of Key Numbers can be turned on and off from the Preferences Screen (menu: View/Preferences). The Preferences Screen also lets you choose the font for the key number. Manual Key Numbering Menu: Tools/Item Key Numbering/Key Numbering Mode On If desired, you can manually create key numbers for items. You go into a Key Numbering mode using the ―Tools/Item Key Numbering/Key Numbering Mode On‖ menu selection, where each time you click on an item, you assign the next sequential number to that item. If you make a mistake, you can use the ―Undo‖ command to remove the previous Key Number assignment. You can double-click on an item to assign any Key Number to that item. If you assign a Key Number that is already taken, the other Key Numbers will be changed to fit the assigned Key Number. Key Numbers are saved with a plan so that are in effect each time you open the plan. Turning Off Manual Key Numbering Menu: Tools/Item Key Numbering/Key Numbering Mode Off When you are finished assigning Key Numbers, use the above menu selection to turn off the Key Numbering mode. Clearing Key Numbers Menu: Tools/Item Key Numbering/Clear all Key Numbers on Plan This lets you clear all Key Numbers you have assigned.. You will be asked to verify the clearing of Key Numbers. If you make a mistake, the Undo command will put the numbers back. 246 Section 11 – Sales Analysis Entering Sales Information Shelf Logic Enterprise Edition has extensive sales analysis capabilities. All of this begins with the entry of sales figures, upon which the analysis is based. The information gathered consists of three pieces of data for each product: the Net Profit, Cost of Goods Sold and Units Sold. This information is needed for each sales period. With this information, profits and other information can be determined. Sales Periods You can choose whatever sales period you wish for analysis, from daily to quarterly and in between. The first step in specifying sales data is to define the sales periods you use. From the Sales menu, select ―Setup Sales Periods‖ and you will see the Sales Periods Window displayed, as shown below. For each sales period, you specify the period amount, which can be daily, weekly, biweekly, monthly or quarterly, the period number, which is just a sequential number within the accounting year, the accounting year and the start and end dates for the sales period. You can enter each sales period manually, or you can have Shelf Logic calculate them for you. To show current sales periods, enter the accounting year and click the ―Get Sales Records‖ button. 247 The figure above displays the sales periods for the 2008 accounting year. Enter Sales Periods Manually To enter a sales period, click on the ―Add Period‖ button. You can then enter the information for that sales period. In the figure below, we‘ve added a period for the first month of 2008. It‘s the stfirst period, and starts January 1 and is over at the end of the month. You don‘t have to enter the accounting year on top, that‘s for getting the records for a particular year. Calculate Sales Periods Automatically It‘s far easier to let Shelf Logic calculate the sales periods for an entire accounting year. This is the preferred method since it‘s easier and accurate. To let Shelf Logic calculate the sales periods for you. Click on the ―Auto Calc‖ button. You will see the following window. 248 This lets you define sales periods for a year beginning with any date. For each accounting year, you will need to enter: Accounting Year This is the year under which these sales periods will be known. Reporting Period This is the period amount, the choices are Daily, Weekly, Biweekly, Monthly and Quarterly. Nbr of Periods in Accounting Year This is the number of periods (as defined on the Reporting Period above) that make up the accounting year. Accounting Year Start Date This is the first day of the accounting year. Active Day of Week This lets you define which days of the week are used in the accounting year. This is used only if you have a daily reporting period. When you click the OK button, This window will disappear and you will see the sales periods in the Sales Periods Window. Let‘s try an example. 249 In the figure above, we‘ve laid out 52 weekly periods starting with January 4th, 2008. When OK is clicked, the periods are displayed below. thYou‘ll notice that the first week ends with Jan 6, so the second and subsequent weeks can start on a Monday. Manually Entered Sales Data Once the sales periods are established, you can now enter sales data for each appropriate sales period. This is done in the Product Information Window, in the Sales tab, as seen in the figure below. Alternate 250 First, enter the accounting year and click the ―View Periods‖ button to view the sales periods set up for that accounting year, as shown in the figure below. We‘ve displayed the sales periods set up for the 2008 accounting year. Then click on a sales period to select it and the sales data for that sales period will be displayed, as shown in the figure below. 251 We‘ve selected the first sales period and the sales information displays a zero amount right now. You can now enter the appropriate sales information for each of the 4 possible merchandising types. As it stands now, sales information entered is for all sales for a particular product. If you want to enter sales for a specific store, enter the store name or number and the information will be for that store only. You can also enter sales based on this planogram or another planogram. Just enter the planogram name or clock ―Use this Planogram‖ to enter sales for the current plan. Net Sales is the total net amount after expenses. Cost of Goods [Sold] includes all costs, direct and indirect, that went into the product, sales and service. The Units Sold is the number of units sold and not returned. The sales information entered is automatically saved even if you click the ―Cancel‖ or ―Exit‖ button 252 Importing Sales Data You can import the sales data from an Excel spreadsheet saved as a comma delimited .CSV style file. There‘s a prototype .CSV file in your program folder called ―Sales Import Template.CSV‖. If you open this in Excel, you will see the field names in the first row and the other rows ready for data. The sales data is arranged by UPC Code and sales periods and can have sales data for any or all of the 4 display types. This is the column arrangement of the Excel file needed for import. Column A – UPC Code Column B – Period Number Column C – Year (4 digits) Column D- Unit Net Sales Column E - Unit Cost of Goods Sold Column F - Unit Units Sold Column G - Tray Net Sales Column H- Tray Cost of Goods Sold Column I - Tray Units Sold Column J - Case Net Sales Column K - Case Cost of Goods Sold Column L - Case Units Sold Column M - Display Net Sales Column N - Display Cost of Goods Sold Column O - Display Units Sold Column P - Alternate Net Sales Column Q - Alternate Cost of Goods Sold Column R - Alternate Units Sold Column S – Store Name or Number Column T – Planogram Name The Store Name or Number is used if the sales information is for that Store only. Otherwise the information is for all stores. The Planogram Name is used if the sales information is for that planogram only. Otherwise the information is for all planograms. You can combine store name and planogram name so that the sales information entered is for that store and for that planogram. After the information ahs been entered and the spreadsheet saved as a .CSV file, Use the ―Import Sales Data‖ selection from the Sales menu. Enter the name of the .CSV file and the information will be imported. If the UPC Code, sales period and year exists, the information in the import file will replace it. If the UPC Code, sales period and year doesn‘t exist, it will be added to the Sales file. 253 Using Sales Data When running sales related reports and other analysis involving sales, you can use general sales figures or for a specific store and/or planogram. To use sales figures for a specific store, enter that store name or number in Plan Properties (from the View menu). Since there is no store entered above, sales information will be for all stores. In the figure below, store 27 is entered so only sales data for that store will be used on reports, etc. In this next figure, there is no store but we‘ve checked the ―Report on Sales for This Planogram Only‖. This means that only the sales for the current planogram will be used. 254 And finally, as in the figure below, we can also enter a store number so sales data for this planogram for store 27 will be used. In order to do this, you have to have sales information entered for a particular store and planogram name. Otherwise, zero amounts will show up. 255 Visual Sales Reporting Shelf Logic Enterprise Edition has extensive sales reporting capabilities. One of these is the Visual Sales Reporting features which colors products on the planogram according to the report parameters. There are 4 basic types of Visual Sales Reports. Threshold Analysis, Group Analysis, Quadrant Analysis and General Compare. To use this Visual Sales Reporting feature, you first configure the reports, then save them so they can be used over and over. Then, these report can be used to color your planogram according to the report output. We‘ll create one report and then show you what it looks like when it‘s run. Then we‘ll cover the other types of reports. Configure Visual Sales Reports In order to configure a Visual Sales Report, choose the ―Visual Sales Reporting‖ selection from the Sales menu. Then choose ―Configure Visual Sales Reports‖ and you will see the Visual Report Properties Window shown in the figure below. There are 4 types of reports available. We‘ll cover the first report and how to configure and run it, then go on to the other 3 reports. 256 Threshold Analysis The first tab has the specifications for the Threshold Analysis. This lets you set a ?zero point‘ in any field value and color products according to whether or not they fall below or above this ?zero point‘. Let‘s create a report. We‘ll select the ―Retail Price‖ field for the comparison. The comparison value can be a constant as it is here (5.00). If the sell price is less than or equal to 5.00, then the product will be colored green. If the sell price of the product is more than 5.00 it will be colored magenta, as shown in the figure below. The comparison value can be set to an average (mean) of all of the values, or it can be set to the midpoint (median) of all of the values. This is useful since the midpoint or average changes with each plan, so indicating an average or midpoint makes the report useful for all plans. We‘ll also give the report a title which will appear in the Sales Color Key window. Now we‘ll save the report so we can use it. Click on the ―Save Report‖ button and give the report a name. 257 Running A Visual Sales Report Before going on to the other types of Visual Sales Reports, let‘s look at how they are run. Once a Visual Sales Report is defined and saved, it can be used with any planogram. From the Sales menu. Choose ―Visual Sales Reporting‖ and then ―Run Visual Sales Report‖. You will see the following window where you can enter the name of the report. Click on the type of report desired and the existing reports of that type will be displayed. We‘ll click on the Threshold Analysis button and the threshold analysis reports will be displayed, as shown below. 258 Click on the report name and click OK or just double-click on the desired report name. Once you have selected the report, it will color your products on the plan according to the report specs. Below is an example of the report defined above. 259 The products with a retail price less than 5 dollars are outlined in green, the others in red. Also displayed with the Visual Sales Report is the Sales Color Key, shown in the figure below, which tells you what the colors represent. This is a ?floating window‘, you can move it anywhere or it can be closed by clicking the small red ―X‖ in the upper right corner of the Sales Color Key window. You can still work with the plan when it looks like this. You can still move items, etc. until the report is turned off. To turn off a Visual Sales Report, click on the Stop Report button on the Sales Key, or use the Sales menu. Select ―Visual Sales Reporting‖ then choose ―Stop Visual Sales Report‖. 260 Visual Sales Report Options thThe 5 tab in the Visual Report Properties window is the Settings tab, as shown in the figure below. This has several options for the Visual Sales Reports. These options work for all 4 Visual Sales Reports (Threshold Analysis, Group Analysis, Quadrant Analysis, and General Compare). Box Color This option lets you color the entire product or just create an outline of color around the product. Solid Box Color Clicking this will color in the entire product box as shown in the figure below on the right. Outline Box Color This will create a colored outline around the product, as shown in the figure below on the left. Outline Thickness This controls the thickness, in pixels, of the outline around the product. 261 Display Analysis Information on Items Color choices are based on one or more comparison values. You can display these values on the products with this option. In our Threshold Analysis report, we based the comparison on the Retail Price of the product. When the Display Analysis Information on Items checkbox is checked, then the product‘s retail price will be displayed on the product as shown in the figure below. You can change this font if desired as well. The display information works with a solid box color or an outline color. When this option is turned off, the normal information will be displayed on the products, as shown on the figure below 262 Note: The Display Item Text (View-Display_Show Item Text) option must be on to see any text on a product box. And now on to the other Visual Reports. 263 Group Analysis Report ndThe 2 tab on the Visual Report Properties has the Group Analysis report, as shown in the figure below. This report groups values together and is intended to show a range of values in a range of colors. You can define your own group limits or have Shelf Logic automatically divide the values into a certain number of even groups. Field Name To configure a Group Analysis report, first select the field on which the values will be based. Use the drop-down box to select a field. For this example, lets‘ use the product‘s Retail Price for the field. 264 Title This is the report title that will appear in the Sale Color Key. Value The next step is to choose the values used to form the groups. In the first group, the limit is 1.50, which means that all products with a retail price up to 1.50 will be in the first group. The second group is 2.50 meaning that products with a retail price of 1.50 up to 2.50 are in this second group. In the third group, products with a retail of 2.50 up to 3.50 will be included and so on. We‘ve created 5 groups here but you can create up 20 groups. Use the scroll bar on the right to scroll up and down through the values. Description For each of these values, you can enter a description for this group is you wish. This is displayed in the Sales Color Key window. If you make a mistake, you can use the Del button to remove the values from the group report. If you want the value to print in the description, enter ―_value‖ and the actual value will be printed in its place. If you don‘t want the line with this description displayed, enter ―‖ (without the quotes) for the description. Group Colors The next step is to define the colors that will represent each group. Click on the Color button next to the Description and choose a color for the group. 265 Above we‘ve selected colors for each of the 5 groups. Choosing Group Colors Automatically Spectrum There‘s another way to select colors for the groups in one step. It‘s to use the Spectrum button to display several preselected color ranges for you to use as the group colors. When the Spectrum button is clicked, the Select Spectrum window will be displayed, as shown in the figure below. Click on any of the color and click OK or just double-click on a color bar to select that range of colors. Let‘s click on the last bar, the green color bar at the right of the window 266 In the figure above, we‘ve chosen the last color bar for the group colors. The color of each group is automatically determined and displayed. When this report is saved and run, it will look like the figure below. The products are colored a range of colors as described in the Sales Color Key window displayed above. If you notice, the products on the bottom shelf are colored black. This is because they didn‘t fit into any of the defined groups. The last group was up to 10.00 and the products on the bottom shelf are more than 10.00 so they didn‘t fit into any group. One way to prevent this is to let Shelf Logic to select the group values. 267 Choosing Group Values Automatically Divide Field Values Into You can let Shelf Logic select the group values by even dividing the values into a selected number of groups.. Click on the Divide Field Values Into checkbox and then enter the number of groups (from 1 to 20) you want to create. Here we‘ve entered 5 groups, as shown in the figure below. The value fields can‘t be calculated until the report is run so the words ―Group1‖, ―Group2‖ etc are used in place of the actual values.. When the report is run, the lowest and highest values are found, and then evenly divided group values can be defined and products colored according to them, as shown in the figure below. 268 The Sales Color Key shows the actual group values selected by the program. The first group of products have a retail price up to 2.60, the second group is from 2.60 up to 5.20 and so on. This way, all products are colored. When calculating the value for each group, the range between the lowest and highest values are divided into the number of groups selected. In the example above, the lowest cost was 0, so the range of prices was between 0 and 12.99. If the least expensive product was 5 dollars and the most expensive was 10 dollars, and 5 groups were selected, then the range would be 10-5 divided by 5, which would be one. SO the first group would be from 5.00 up to 6.00 (same as 5.99) , the next is from 6.00 up to 7.00, 7 up to 8, 8 up to 9 and 9 up to 10. Description If you enter a description for a group, it‘s displayed along side the color on the Sales Color Key. Without a description, the default description is used. 269 Here we‘ve entered ―Lowest Price‖ as the description. When the report is run. The description for the first group is displayed on the Sales Color Key, as shown in the figure below. There are no descriptions for the other groups so the default description is used. Including Value in Description If you want to include the comparison value in the description, you put the word ―_value‖ where you want the actual comparison value to go. If the second group description is ―Lowest Price up to value‖, then when displayed on the Sales Key, the ―_value‖ is replaced by the actual value and might look like: 270 Quadrant Analysis rdThe 3 tab is the Quadrant Analysis report, as shown in the figure below. This compares two fields and two field values into 4 groups, or quadrants. Each quadrant should have a color assigned to it. Field Name You can choose two fields used for the analysis. Let‘s pick the product‘s retail price and cost fields. Midpoint This is the value to be used in the compare. Colors are defined as below and above this value. Let‘s go about midway in their values, which should be about 5 for the retail price and about 2.50 for the cost. We enter 5.00 for the Comparison Value for Retail Price and 2.50 for Cost, as shown in the figure below. 271 Here we enter a constant (5.00) for each midpoint. We can also indicate an average (mean) or midpoint (median) for the midpoint. This makes it useful for all plans since 5.00 might not be the midpoint of all of them. Colors are also selected and with the entry of our title, we‘re ready to save the report for later use. Description If you enter a description for a quadrant, it‘s displayed along side the color on the Sales Color Key. Without a description, the default descriptions are used, as shown below. With descriptions, as shown below, 272 There will be 4 description lines, as shown below. Not the 8 default description lines shown above. As with the Group Report, you can include ―_value‖ in the description and it will be replaced by the actual value. You can also put ―‖ in the description in order for it not to display. 273 General Compare The 4th tab is the General Compare Report, as shown in the figure below. The General Compare Analysis lets you compare multiple fields to values, or the same field to multiple values. For example, you could color each category a different color. Or identify products with a low profit return. Field Name Choose a field name from the list that will be used for the comparison. Up to 20 fields can be used. Comparison This is the kind of comparison being made, such as equal to, more than, not equal to, etc. Choose a comparison from the list. Value This is the value to compare against the field. Description This optional description is used to make a custom description that will appear in the Sales Color Key window. You can include ―_value‖ in the description and it will be replaced by the actual value. Del Click on this to remove this comparison. Color Click to choose a color for this comparison. 274 Let‘s do an example where we assign a color to each category. We‘ve created three groups and used ―Category‖ for each field compare. In this report, products with a category of ―grocery‖ are colored blue, products with a category of ―housewares‖ are colored purple, and products with a category of ―baby‖ are colored light green. When run, the report will look like. z` The Key is displayed on the right. We‘ve used the outline option so we can see what the product looks like. 275 Section 12 – Category Management Reporting The Category Management Module consists of several features and reporting capabilities to better identify and work with categories. Category Identification The Category Management Module has several features designed to identify categories in your plan. Configure Identification Options When using the ―View Category List‖ command from the Category Management sub menu, specific categories are colored so they stand out. The Identify tab in the Category Management screen (shown below) controls this highlighting. Identify The first tab of the Category Management window is the Identify tab, as shown in the figure below. This will let you color products on the belonging to a category. The window above lets you control the color of the products in the category and how to display the product not in the category. 276 Faces in Category This controls how the products in the category are displayed. Do Nothing The product remains the same. This is used with the ―Don‘t Display Face‖ option for the ―Faces Not in Category‖ so the only products displayed on the plan belong to the category. Display Face in Color This will display a color on the product face. The Change Color button lets you specify the desired color. Color Entire Face The entire product face is colored in. Outline Face A colored outline is drawn around the product. You can choose the color. Faces Not in Category This controls what‘s done to the faces not in the category. Do Nothing If this option is chosen, nothing is done to the faces not in the category. Don’t Display Face If this option is chosen, the products not in the category are not displayed on the screen. Display Face in Color If this option is chosen, the products not in the category are not displayed in the color chosen Let‘s look at the vaious combinations you can create to view and identify categories. We‘ll start by coloring faces in the category and doing nothing to the faces not in the category, as shown in the figure below. 277 We‘ll click OK and this will be stored and used until it‘s changed. 278 View Category Identities To view and identify the categories, you first need to display the Category List. This is done using the Sales menu, select ―Category Management‖ and then select ―View Category List‖. You will then see the Category List window, as shown in the figure below. This window shows you all of the categories on this plan. By clicking on any category on the list, that category will be highlight. By clicking on the ―baby‖ category, the first line in the list, the product faces in the baby category will be highlighted, as shown in the figure below. Option: Color Product on Plan, Others Remain the Same You can easily see the baby product on the plan. The options for this is that products in the baby category are outlined in the magenta color, the other products are left untouched. If we now click on the second category on the list, ―grocery‖, the grocery products are highlighted, as shown in the figure below. 279 Clicking on ―hardware‖ shows us the hardware category products, as shown in the figure below. Here are the ―Housewares‖ category products, shown below. 280 And finally, the ―pet‖ category products, shown below. 281 Option: Color Product on Plan, Others Aren’t Displayed When you choose the option to not display the products that aren‘t in the category, the plan would look like. The products in the baby category are shown with a colored outline and the other products not in the category aren‘t display at all on the plan. 282 Option: Do Nothing to the Product on Plan, Others Aren’t Displayed This is similar to the example above, except that no colored outline is drawn around the product. Here, only the baby category products are displayed on the screen. As each category on the Category List is selected another category is viewed. Below is what the plan looks like with the housewares category products selected. 283 Option: Color Product on Plan, Others Are Colored Differently With this option, the products in the selected category are colored and the other products are also colored. This setup is shown in the figure below. When the baby category is selected from the Category List, the plan will look like the figure below. The products no in the baby category are colored light gray. 284 View Other Identities While we‘ve been talking about identifying categories in the example above, you can use other database fields to identify products on the plan. On the Category List window is not on a button labeled ―Category‖, but buttons for various other fields. By clicking on a button, all values on the plan will be displayed in the list and you can then select one to identify products according to that field. In the Category List window above, the categories are displayed. When we click on the ―Category Role‖ button, we will see all of the Category Roles that exist on the plan, as shown in the figure below. No if we click on the first selection, ―Destination Driver‖, we will see all products on the plan that have this Category Role, as shown in the figure below. 285 All options that work with the category identification will work with these other fields. Display All Faces Below the list of categories (or whatever field chosen) is a checkbox labeled ―Display All Faces‖. If you check this, then the identification process will be turned off and all faces will be displayed as normal. Setup Clicking this button will close this window and open up the Category Management window so you can change the configuration. 286 287 Category Management Reports Configuring Category Reports The 2nd tab on the Category Management window is the Reports window, as shown in the figure below. These reports give you a sales and profit picture on a daily, weekly, monthly, quarterly or yearly basis. Sales can be broken into categories, sub-categories, and more. These reports can viewed on the screen but can also by printed, graphed or sent to an Excel file. Report Title This is the title of the report and goes on the top of the screen report window. Report Desc This is the description of the report and goes on the bottom of the screen report window. Group Field This is how sales are broken down, Your choices are: Category Sub-Category Sub-Sub-Category Brand Category Role Strategic Role Lifecycle Stage 288 Period Grouping This lets you group the information into daily, weekly, monthly, etc time periods. The periods can only be for the sales data entered or for a greater time period. For example, if the sales information is entered on a weekly basis, then you can have weekly reporting, monthly reporting, quarterly and yearly reports. But you can do daily reporting. Likewise, if sales data is entered on a monthly basis, then you can‘t do a weekly sales report. Report Field Name You can enter up to fields for the report. Run This runs the report. Clear This clears the screen so you can start over. Delete This lets you delete an existing report. Load This lets you load an existing report. Save This saves a report. All reports must be saved before they can be run. Specify Sales Data This lets you specify the time range of data desired for the report. You can report on a single time period or several years. When you clock on the Specify Sales Data button, you‘ll see a window like the figure below. 289 There are 4 ways to select dates for the reports. Use Plan Effective Dates This use the effective dates of the plan as defined in the plan property window. It give you the sales information for the life of the plan. Select Sales Periods Below This lets you select dates based on sales periods. You can enter the start and end periods and the start and end years. Select Sales Dates Below This lets you select sales by the starting and ending dates. Based on Current Dates This lets you base the sales periods on the current date. For example, you could do the previous week, or current month, or three months ago, etc. If you select this option, the first drop down box has the following choices: This – Current time period Previous – The previous time period This-2 – This is two periods back (the period before previous) This-3 – This is three periods back (the period before previous) This-4 – This is four periods back (the period before previous) This-5 – This is five periods back (the period before previous) The second drop down box has the time period. The choices are: Day, week, month, quarter, year. Reports based on current dates will give different results depending upon when they are run. Let‘s look at creating and running a report. 290 First we‘ll enter a report title and description. Then we select ―Category‖ for the Group Field. This means the sales data on the report will be grouped together by category. The Period Grouping chosen is ―Week‖. This means we will get a weekly breakdown on the sales information. For the information we want to see on the report, we?ll choose 3 fields, the ―Net Sales‖, ―Units Sold‖ and ―Gross Profit $‖. The report window will look like the figure below. For the time periods, we‘ll click on the Specify Sales Data button and select a report for the first half of 2006, as shown in the figure below. 291 Click OK to save the sales range information. Now we need to save the report. Click on the ―Save‖ button and give the report a name. The report is now ready to run. IT can be run from the Sales menu or you can run it directly from this window, just click on the ―Run‖ button. 292 Running the Category Report Category Reports can be run from the Sales menu. Choose ―Category Management‖ and then ―Run Category Mgmt Report‖ Or the report can be run from the Category Management window, by clicking on the ―Run‖ button. When run, the report would look like the figure below. This report shows, for each category on the plan, the total Net Sales, Unit Sales and Gross Profit st$ per week from Jan 1 to the beginning of June. As you scroll to the right, you‘ll the information for week2, week3 and so on, as shown in the figure below. 293 There are several options available on this window. 294 Graph You can graph the data on a fully rotatable 3D graph, as shown in the figure below. Click the mouse on the graph and move the mouse to move the graph. You can view the graph of a Category Report from the Sales menu. From the Sales menu, select ―Category Management‖, then choose ―Graph‖. You be asked for the name of a Category Report and then graph that report. Print This lets you print the report Export to Excel This will export the report to a comma delimited .CSV style file which will open in Excel. Close This closes the report window. 295 Identify Products By The ―Identify Product By‖ command from the Category Management submenu will lets you identify products by category, sub category, brand and more by coloring each group a different color. When you select the ―Identify Product By‖ command, you will see another menu which lets you choose various fields by which to identify the product faces, as shown in the figure below. Let‘s choose ―Category‖ and we‘ll see all the categories colored, as shown in the figure below. To help identify the color, the Category Color Key (shown on the right of the plan) is displayed so that you can tell what colors are what. 296 In addition to categories, you can identify, by colors, the sub-category, sub- sub-category, brand, category role, strategic role, and lifecycle stage Below we display the same plan and identify each brand. The key tells you what each brand is colored. 297 Section 13 – Reports Generating and Printing Reports ?Shelf Logic Enterprise Edition has several useful reports that can be automatically generated from inside the program. In addition, plan files can be exported into Excel to create custom reports. All standard reports are accessible from the Report Menu. Sales reports are accessible from the Sales Menu and are covered in Section 13. Upon selecting a report from the menu, the Report dialogue box will open as shown below: Figure 34. Report Dialogue Box 298 Heading – Enter an optional heading for the report. The heading will appear in large type, centered at the top of the page. This heading will become the default heading for all reports generated from this planogram. Sub Heading – Enter an optional sub heading for the report. The sub heading will appear in slightly smaller type, centered below the heading. Description – Enter an optional report description. The description will appear at the bottom of the report. You can enter up to 50 characters. Send Report To –The report can be viewed on screen, sent to a printer, or printed to a file. , When printing to the screen, the report will open in a separate window. Use the and keys to scroll through multiple pages , When selecting the print to file option, enter a path and file name when prompted to do so. The report can be generated to a text or html file, which can be opened and customized in any word processing, spreadsheet, text or web editor application. 299 Standard Reports Schematic Listing This report lists all of the data needed for constructing the shelving. Product Listing This report lists all of the items on the planogram with details such as Item Number, Item Name, side number, side dimensions, number in stack, and hook size. This report is used for constructing the display. Space Analysis Report This report details how much space is taken up by each item. The report is sorted in order of items with the greatest number of facings. The amount of linear feet, square feet and cubic feet of shelf space for each item is listed, along with the percentage of total shelf space taken up by each item. Financial Report This report is sorted by item category and lists Item Name, the quantity on the planogram, markup percentages and profits, percentage of total space used by this item and percentage of profit. This report must be printed in landscape mode. Item File Detail This report prints out the items database and all details. Item File Summary This report prints out the items database with a summary of the item details. 300 Creating Custom Reports Export the Plan File to Excel Menu: File/Export Plan ?The Shelf Logic Enterprise Edition planogram file can be exported into an Excel spreadsheet, or other application, for the creation of custom reports. Upon executing the above command, the Windows File Save dialogue box will open. Select the default location or a new location and enter a file name. The .CSV extension will be added automatically. When you open the .CSV file in Excel you can rearrange and format the data, add formulas, etc. Save the finished report file as an .XLS file to preserve formatting. Custom Report Writer The Shelf Logic Report is included with the Enterprise Edition. Consult the separate Report Writer Manual for usage instructions. 301 Section 14 - Presentation Manager The Presentation Manager is a facility that lets you combine the plan printout and multiple reports on a single or multiple running pages. You can create up to 10 individual report pages and the last page can repeat as many times as needed until any reports on the last page run their course. Each report page can have up to 99 ?objects‘. An Object can be plain text, any photo image, any report, any Visual Sales Report, any Category Management Report, a plan property, or the plan in front, side or top views. These Objects can be placed anywhere on the page and sized to any shape. In addition, there‘s an option to keep repeating the last page if there‘s a report that needs to finish. Pages print until the report is finished. Reports can be started on one page and continued onto another. If the report name is found on more than one object (for example the same report is found on page 1 and 2), then it is continued onto the next object with the same report name. A Presentation Report can be printed on a wide variety of paper sizes. Configuring a Presentation Report From the Reports menu, select ―Presentation Manager‖, then choose ―Create/Change Presentation Report‖. You will see the Presentation Manager window, as shown in the figure below. 302 The Presentation Report is basically a layout tool that puts already existing reports and plan views together on the same page. Each report or plan view is considered an object. Each object can be moved and resized on the printed page. On the left is a large white window where the report will be composed. This is where the objects will be displayed. It represents the dimensions of a particular paper type. On the right of the window is where you define the size of your paper. As you choose each size, you‘ll notice the shape of the report page will change to reflect the proportions of the paper size chosen. The page size is also shown along with the currently selected printer 303 Adding an Object to the Presentation Report Click on the ―Add Object‖ button to add a new object to the report, as shown in the figure below. The object is represented by a gray square or rectangle. The small black boxes let you resize the object. Click on any of the small black squares and drag to resize the object. Click inside the object and drag into position. Or you can enter the position by number in the object properties. 304 Defining Object Type Next we‘ll want to define the type of object just added. This is done in the Object Properties in the upper right of the window. The Object Type drop down has a list of possible objects, as shown in the figure below. They are: Plain Text This lets you just print any text you want with automatic word wrap. The text will fit the shape of the object. There are some special ?words‘ that can be included in your text. They let you enter a carriage return/line feed (goto the next line), the current page number, and the current time and date. Each is surrounded by ―<>‖ and start with an equal sign. <=CR> is a carriage return <=PAGE> is the current page number <=DATE> is the current date <=TIME> is the current time. 305 Here‘s a text example: Store #3132<=CR> Delivery System 3239<=CR> Routing 33A This text will print on three lines, since there are two carriage returns in the text. We skipped lines for clarity but the text will be entered as: Store #3132<=CR>Delivery System 3239<=CR>Routing 33A Plan – Front View This will display the front view of the plan Plan – Side View This will display the side view of the plan Plan – Top View This will display the top view of the plan Report This will print any report created by the report writer. You will need to enter the report name. The Browse button will let you search for the report. Category Report This will print a Category Report. You will need to enter the Category Report name. The Browse button will let you search for the report. Visual Sales Report This will print a Visual Sales Report. You will need to enter the Visual Sales Report name. The Browse button will let you search for the report. Visual Sales Report Key This prints the Color Key used with the Visual Sales Reports to identify the colors used. You will need to enter the Visual Sales Report name. The Browse button will let you search for the report. Image This prints any photo image. You will need to enter the image name. The Browse button will let you search for the image. Plan Property This can be any Plan Property entered through the Plan Properties selection on the View menu. 306 For our new object, we‘ll select ―Plan – Front View‖, as shown in the figure below. Notice on the right side is a list of plan properties that control what‘s printed. Each object type has a different set of properties. Now we‘ll move and resize our object to fit in the upper half of the page, as shown in the figure below. 307 Jus click on the gray square to move it into position. Click on any small black square and you can drag with the mouse to resize the object. Now let‘s add another object to our report. We‘ll click on the Add Object button and then resize the object to fit in the lower half of the page, as shown in the figure below. 308 This object will be a report, the Product Listing Report, which shows what products are on the plan. We‘ll select report from the Object Type drop down list and then enter the name of the report below in the Report Name field. Notice on the right side of the Presentation Manger window are the Report Properties. Each object type has its own properties that let you define various options. We‘ll cover these shortly. 309 Previewing the Report Our report example is done and we can click on the Preview button to see what we get, as shown in the figure below. The plan is displayed on the top of the page and the Product Listing Report is on the bottom half. If the Product Listing Report is longer than the allotted space, it can carry over to the next page if the Repeat Last Page checkbox is checked. If this is unchecked, then only the one page will print. In our example above, the Product Listing Report is too long for one page, so we check the Repeat Last Page and get a second page with the end of the Product Listing Report, as shown in the figure below. 310 311 Line Objects The Presentation Manager lets you put horizontal and vertical lines onto your report. These lines can be moved and resized, duplicated or deleted. To add a line to the report, click on the ―Add Line‖ button. Nothing will happen until you click somewhere on the report with the mouse,. A short horizontal line will appear under the mouse. You can then resize the line into a vertical line, box or a different sized horizontal line. Selecting Objects You can select a single object just by left-clicking on it. When an object is selected, the small black handles are displayed around the object. Once the handles are displayed, you can click on a handle and change the shape of the object. Objects can also be selected by clicking on the Next Object or Previous Object buttons. Line objects can also be selected by clicking on the Next Line or Previous Line buttons. Once an object is selected, you can use the up, down, left or right arrow keys to move the object. Objects can also be sized and placed exactly by entering the objects left and top position and the width and height. All of these are relative to the page size, which is display in the upper left of the layout window in pixels. Selecting Multiple Objects By holding down the SHIFT key while clicking on an object, you can select multiple objects. Once multiple objects are selected, you can move them together using the mouse or arrow keys. 312 Object Properties For each object on the report, there are a set of properties you can change to create various types of reports. To view the object‘s properties, click on it. These properties apply only to the selected object, not to all objects of the same type. Plain Text Properties This lets you print a line or paragraph of text. Justify For Plain Text, you can justify the text left, right or center. Background Color Clicking this button lets you select any color for the Plain Text‘s background. Top, Left, Width, Height All object have these properties. They tell you the current position top and left, and the current size (width and height) of the object. All of these are measured in percentage of the total width or height of the paper. Right, Bottom Some objects have the Right and Bottom properties. These better help you place small objects. All of these are measured in percentage of the total width or height of the paper. 313 Printed Plan or Visual Sales Report Properties These are the options available when displaying the plan in front or side or when displaying a Visual Sales Report. Show Photos Checking this will show the product photo images Show Key Numbers Checking this will show the product‘s Key Number Show Item Text Checking this will show the chosen database information on the product. This works only when product photos are turned off. Show Boxes in Color Checking this will show the product in it‘s selected colors. If unchecked, the product is displayed only as an outline. This works only when product photos are turned off. Show Ruler Checking this will show the rulers next to the plan printout. Show Dimensions Checking this will show shelf height measurements next to the plan printout. Show Heading Checking this will show the plan heading, sub heading, segment headings and footing. Print Segments This lets you print all segments or selected segments. Choosing ―Print All Segments‖ prints all segments and choosing ―Print Segments‖ let you choose the starting and ending segments to print. 314 Top, Left, Width, Height All object have these properties. They tell you the current position top and left, and the current size (width and height) of the object. All of these are measured in percentage of the total width or height of the paper. 315 Printed Plan Top View Properties These are the options available when displaying the plan in top view. They are similar to the front and side view properties. Show Photos Checking this will show the product photo images Show Peg Items Checking this will show only the pegged products Show Shelf Items Checking this will show only the products on shelves. Show Boxes in Color Checking this will show the product in it‘s selected colors. If unchecked, the product is displayed only as an outline. This works only when product photos are turned off. Show Ruler Checking this will show the rulers next to the plan printout. Start at Shelf No This determines the shelf number where the top view will start. For example if you indicate the bottom shelf, then the top view will show the bottom shelf. The default will show the plan from the top shelf. Print Segments This lets you print all segments or selected segments. Choosing ―Print All Segments‖ prints all segments and choosing ―Print Segments‖ let you choose the starting and ending segments to print. Top, Left, Width, Height All object have these properties. They tell you the current position top and left, and the current size (width and height) of the object. All of these are measured in percentage of the total width or height of the paper. 316 Report Properties Show Heading Checking this will print the report‘s heading Multi-Column Report This lets you create multiple columns for the report. Enter a number of 2 or more and make sure the objects shape can fit the columns requested. Font This lets you change the report font. Top, Left, Width, Height All object have these properties. They tell you the current position top and left, and the current size (width and height) of the object. All of these are measured in percentage of the total width or height of the paper. 317 Category Management Report Properties Show Heading Checking this will print the report‘s heading Grid Spacing This lets you choose if Shelf Logic should adjust the grid spacing or you can enter a spacing number yourself. Multi-Column Report This lets you create multiple columns for the report. Enter a number of 2 or more and make sure the objects shape can fit the columns requested. Top, Left, Width, Height All object have these properties. They tell you the current position top and left, and the current size (width and height) of the object. All of these are measured in percentage of the total width or height of the paper. 318 Image Properties Transparent Color Clicking this lets you select a color for a transparent background. Top, Left, Width, Height All object have these properties. They tell you the current position top and left, and the current size (width and height) of the object. All of these are measured in percentage of the total width or height of the paper. 319 Plan Property Properties Justify For Plan Properties, you can justify the text left, right or center. Background Color Clicking this button lets you select any color for the Plan Properties‘s background. Top, Left, Width, Height All object have these properties. They tell you the current position top and left, and the current size (width and height) of the object. All of these are measured in percentage of the total width or height of the paper. Right, Bottom Some objects have the Right and Bottom properties. These better help you place small objects. All of these are measured in percentage of the total width or height of the paper. 320 Line Properties Line or Box When line is chosen, the actual line thickness in pixels is used for the line. When Box is chosen, the box or line is resized to scale and will be larger. So if you want a 2 pixel wide line, then choose line. If you choose box, the line will be scaled to the actual printout and will be much thicker than 2 pixels. Color Clicking this button lets you select any color for the line or box. Top, Left, Width, Height All object have these properties. They tell you the current position top and left, and the current size (width and height) of the object. All of these are measured in percentage of the total width or height of the paper. Right, Bottom Some objects have the Right and Bottom properties. These better help you place small objects. All of these are measured in percentage of the total width or height of the paper. 321 Presentation Manager Commands Duplicating an Object Click on the desired object and click on the Duplicate Object button. An object with the same type and properties will be added to the report in the upper left. Deleting an Object Click on the desired object and press the Delete Key. You will be asked to confirm the delete. Lock Objects Clicking the Lock Objects button will lock all objects (that aren‘t lines) so they can‘t be selected or moved. Clicking this button again will unlock objects. This is handy if you‘re moving objects and don‘t want to accidently move lines. Lock Lines Clicking the Lock Lines button will lock all lines so they can‘t be selected or moved. Clicking this button again will unlock lines. This is handy if you‘re moving lines and don‘t want to accidentally move objects. Copy Clicking the ―Copy‖ button will put the selected lines and/or objects into a special buffer so they can be pasted at a later time. Paste Clicking the ―Paste‖ button will paste the copies objects and/or lines any page of the report. If you copy from one page to another, the pasted objects will appear in the same location. If you copy and paste to the same page, then the objects and/or lines will be duplicated on top of the existing objects/lines. Delete Pg This will delete the current page. Undo Clicking the Undo button will undo the last move, add or delete or resize of object., copy paste or duplicate. Previous Line Clicking on the ―<-Line‖ button will select the previous line. Each time it‘s clicked, the selection will move to the previous line. Next Line Clicking on the ―Line ->‖ button will select the next line. Each time it‘s clicked, the selection will move to the next line. Previous Object Clicking on the ―<-Obj‖ button will select the previous object. Each time it‘s clicked, the selection will move to the previous object. 322 Next Object Clicking on the ―Obj ->‖ button will select the next object. Each time it‘s clicked, the selection will move to the next object. Arrow Keys Once one or more objects are selected, the arrow keys will move them a slight amount each time the arrow key is pressed. Selecting Multiple Objects Hold down the SHIFT key while clicking on an object will let you select one or more objects. Insert Pg This will let you do a number of things. You can insert a blank page before the current page or copy a page before the current page. You can move a page before the current page. You can duplicate the current page or you can swap pages. When you click the Insert Pg button, you will see the screen displayed below. Insert Page The Insert Page option lets you insert a blank page before any page, or leave the field blank to insert a blank page at the end. 323 Move Page The Move Page option lets you move the current page before any page, as shown below. 324 Swap Pages The Move Page option lets you swap page. Enter the pages to be swapped, as shown below. 325 Duplicate Page The Duplicate Page option creates a duplicate of the current page and puts it after the current page. 326 Saving A Presentation Report Clicking on the Save Layout button and give the report a name. It is suggested you keep all reports in the Reports folder. Reports must be saved before they can be run. Loading A Presentation Report Clicking on the Load Layout button lets you load an existing Presentation Report. Running a Presentation Report You can run a Presentation Report from the Report menu. Select ―Presentation Manager‖ and then choose ―Run Presentation Report‖. You will see the following window. Enter the name of the Presentation Report or browse for it by clicking on the ―Browse‖ button. Then choose the destination for the report. You can print it, create an image, such as a jpg or bmp file, from the report. Or you can preview the report. If you create an image from the report, you will be asked for a name for the image file. 327 Examples Our first example shows a plan in all 3 views and then displays the Product Listing Report. Let‘s look at the Presentation Manager window with our finished report. This is shown in the figure below. On top we have a Plain Text object that gives us our heading. Below that is a front view and side view of the plan. Below that is a top view of the plan and below that is the product listing report. When run, the report will look like the figure below. 328 Since this is a one page report, there isn‘t enough room for the Product Listing report to finish. We could correct that by checking the ―Repeat Last Page‖ checkbox, which is shown in the figure below. 329 This means that the report will print multiple times until the report is finished. With each page, the Product Listing report will print as many lines as will fit and then continue the report on the next page. The only problem with this is that the plan printouts will also appear on the page along with the Product Listing report. Each page will look like the one above with the exception that the Product Listing report shows different lines of information (it continues from the previous page) Another solution is to use page two for the Product Listing report and let that page repeat until the report is finished. The Product Listing report from page one will continue onto the Product Listing object on the second page. In the figure below, we have created a second page and create a report object and assign the Product Listing report to it. 330 You can see the Page Nbr is ―2‖. We have created one object on page two and assigned it the Product Listing report. When this report is run, the first page will print, followed be the second page, followed by as many page two‘s as needed to finish the Product Listing report. Here‘s what the report might look like: 331 The Product Listing report from page one continues onto page two. No more pages need be printed since the report finishes on page two. If not, a third page, looking like the second page, will print. You can have multiple report on multiple pages. The pages will repeat until all reports have finished. This is shown in the next example, shown in the figure below. 332 We have three reports on page one, which is also the last page. The Repeat Last Page option is checked so page one will repeat until all reports have been printed. This might look like the pages below: 333 The first page prints three times in order to finish the reports. The first two reports finish on page two but the bottom report continues by itself onto page 3. 334 Section 15 – File Management Saving Plans Name and Save a New Plan Menu: File/Save Keyboard Shortcut: We recommend naming and saving a new plan as soon as you have defined the layout, and also performing frequent saves throughout your work session. This will prevent the loss of your work should an operating problem or user error occur. After executing one of the above commands, the standard Windows File Save dialogue box will open as shown below. You should accept the default save location In reply to: the DataFile folder. Figure 35. Save Plan Enter a file name for the new plan. Long files names are acceptable. Do not include the period and 3-letter extension in your file name. The file extension of .PNR will automatically be added ?by Shelf Logic Enterprise Edition. Click the OK Button to save the file. You can use the Save as type plldown to choose the format for the saved file. You can select .PNR for Enterprise Edition format, or .PSA for Prospace or .PLN for Spaceman formats. 335 Opening an Existing Plan Hot Button: Open Menu: File/Open Keyboard Shortcut: Once you have named and saved a plan, you can reopen it for editing at any time. After executing one of the above commands, the standard Windows Open File dialogue box will open as shown below. Select a plan from the list in the left window and click the OK Button to open it. The database used to create this plan will also open. Figure 36. File Open Dialog Box Opening Files from Other Planogram Programs You can use the Files of type pulldown to select the type of plan file to open. Choose .PNR for Enterprise Edition format, .PSA for Prospace format, .PLN for Spacemans format, or .ICP for Intercept format. When opening files other then .PNR Enterprise Edition files, you will be asked for a name for the destination database. Enter one or just accept the default database used. 336 Saving a Copy With a New Name Menu: File/Save As After making changes to an existing planogram, you may want to save the changes in a new file, leaving the original planogram unchanged. This is a good way to make several different versions for comparisons. By saving your plan frequently under different names you can always revert to an earlier version. After executing the above command, the standard Windows Save As dialogue box will open. Enter a new file name in the File Name box. Long file names are acceptable. Do not add the period and 3-letter extension. Click the OK button to save the file. The original file will close and the newly named file will become the active planogram file. Closing a Plan Hot Button: Windows Close Button Menu: File/Close You can close a plan using the above menu command, or by clicking on the standard Windows Close button located at the upper right corner of the Plan Window. Note: Be sure to select the Close button on the Plan Window and not the application window , if you want to continue working in Shelf Logic, Enterprise Edition. The above command will close the current planogram file. If you have any unsaved changes, an alert box will open with the following message: ―Changes have been made to your current plan. Do you wish to save it first?" Clicking on "Yes" will open the Save Plan dialogue box, where you can save the planogram under the current name or enter a new name. Clicking on "No" will close the plan without saving any changes. Deleting a Plan Menu: File/Delete You must have the planogram file open before executing the above command. This command will completely remove the planogram file from your hard drive. It will no longer exist on your computer and will not appear in the Windows recycle bin. Before deleting the plan, an alert box will open asking you to confirm the deletion. This command is not reversible. 337 Exiting Shelf Logic Enterprise Edition Hot Button: Windows Close Button Menu: File/Exit You can exit Shelf Logic, Enterprise Edition using either the above menu command, or by clicking on the standard Windows Close Button located at the upper right corner of the Shelf Logic, Enterprise Edition application window. Clicking this button will close the Plan Window, the Items Window and the Main Program Window. If there are any unsaved changes, an alert box will open with the following message: ―Changes have been made to your current plan. Do you wish to save it first?" Clicking on "Yes" will open the Save Plan dialogue box, where you can save the plan under the current name or enter a new name. Clicking on "No" will close the program without saving any changes to the open plan. The Shelf Logic, Enterprise Edition application window will also close. 338 Performing Backups We strongly recommend performing frequent backups of your Shelf Logic, Enterprise Edition Datafile folder. If your computer is connected to a network, consult your System Administrator about including Shelf Logic, data files in the system-wide backup. If you are working on a stand-alone computer, you will need to backup or copy the files to a removable medium, such as a floppy disk, zip disk, CD or tape backup. The following files should all be backed up and are located in C:\Program Files\Shelf Logic Enterprise Edition\Datafile folder: Each plan will have up to four data files. , .pn1 - Contains information about the items in your plan. , .PNR - Contains information about the plan layout. If you have done manual Key Numbering, you will have this file: , .PNK – Contains information about Key Numbering If you have notes for a plan: , .PNN – All of the Notes for a plan Each database will have one file: , .mdb - Database file If you have saved a filter: , .FLR – Contains item filtering information for each filter saved If you have created and saved Smart Plan Setup files: , .SPS - Smart Plan for Shelves Setup file , .SPP - Smart Plan for Peg Setup file If you have imported or exported your database: , .csv - Excel import/export files If you have imported or exported your Sales Quantities File: , .csv - Excel import/export files If you have saved your plan as an image: , .BMP - Plan Image , .JPG - Plan Image 339 ? Enterprise Edition Reader Software, If you have created readers files for use with Shelf Logic the zipped files will be located in the C:\Program Files\Shelf Logic Enterprise Edition\Reader folder: , .ZIP – Compressed reader files Automatic File Backup ?Shelf Logic Enterprise Edition will prompt you to make a backup of your plan file each time you close a plan. If you select ―yes‖, you can then enter a file name and location for the backup. You will also be asked to make a backup of your database each time you close the program. If you select ―yes‖ you can then enter a file name location for the database backup. All other files must be backed up manually. Automatic backup prompts can be turned on and off from the View Menu/Preferences section and are turned on by default. 340 Section 16 – Printing Types of Printouts ?Shelf Logic Enterprise Edition provides four types of printouts. In addition, there are several options to choose from that make the basic printouts very flexible. Planograms This is the graphical layout of your display, which is automatically scaled to fit the selected paper size and orientation specified in Printer Setup. The planogram can be printed using line art or photo images. Printing the planogram is covered in this section. Statistical Reports ?These are the standard Shelf Logic reports which are generated and printed from the Reports Menu. Sales Analysis Planogram and Reports The sales analysis planogram colors items according to sales levels. Corresponding reports are printed from the Sales menu. Graphic Image The planogram can be exported and printed as an image file. This file can then be used with other programs and applications. 341 Print Options Printer Setup Menu: File/Printer Setup Upon executing the above command, the Printer Setup dialogue box will open. Each printer model will have a slightly different dialogue box and available options; however, the options you ?will need to specify for a Shelf Logic Enterprise Edition printout are available in all Windows printers: , Select the default printer or specify a different printer. , Select the appropriate paper size. , Select portrait or landscape mode. Portrait mode prints with the longer page dimension running top to bottom. Landscape mode prints with the longer page dimension running left to right. Which mode you choose will depend upon the specific plan and personal preference. 342 Print Planogram Hot Button: Print Menu: Reports/Print Planogram or Print Shelving Schematic Keyboard Shortcut: Executing one of the above will open the Print Plan dialogue box with all print options, as shown below. Figure 37. Print Planogram Options Screen OK – This will print the plan on the current printer. Cancel – This cancels the printing. Print Preview – This displays a screen showing you what the printed plan will look like. Plan Type – Select product for a product report or shelves to see only the shelves. Print to Image File – This will create a bitmap or jpg image of the plan, up to 6000x6000 pixels, which will yield a very large hi resolution print. Advanced Options – This display another window where you can select various printing options. Printing Options are as follows: Orientation – Select portrait or landscape mode. Resolution - You have a choice of two resolutions when printing a plan. The ―Good‖ setting prints quicker but the quality of images is not as good as the ―Best‖ setting. The ―Good‖ setting produces a printout 1000 pixels by 1000 pixels. The ―Best‖ setting produces a printout 3000 343 pixels by 3000 pixels. There may be cases where there isn‘t enough memory to print using the ―Best‖ setting. In this case, either use the ―Good‖ setting or use the ―Print to Image File‖ button to print a large image to a bitmap or jpg picture. Graphic Options – Selecting the Line Art option will print the items as boxes and custom shapes (where applicable). Selecting the Images option will print the items as photographic images, provided that an image file was entered into the items database. Printing Segments - This option lets you print one or more segments of the planogram. Select ―Print all Segments‖ to print the entire planogram. Select ―Print Segments‖ to print one or more segments. Then select a starting and ending segment. If you want to print one segment, make that segment both the start and ending segments. Print Item Text – By selecting this option, items will print on the planogram with Item Number, Item Name, and Key Number. Deselecting this option will print items with a Key Number only. The option you select will depend upon the individual planogram. Small items print better without text. Print Boxes in Color - Deselect this option if you are using a black and white printer. 344 Advanced Printing Options Printing Text On Items Print Key Number Only – Checking this will print only the key numbers in the product boxes. No other text will print. Print Item Text Over Image – Checking this will print the item text over images as well as in the product boxes. Transparent Text – Checking this will make the item text print transparently over the product box. If not checked the text is printing on a white background. This white background is only as large as the text area. Key Numbering Combine Item Key Numbers – This very useful option, if checked, will treat all product grouped together as a single product when displaying the key number and item text. If you have 9 faces of an item grouped together, then one key number will be assigned and the item text will run across all 9 items. This is useful when you have small items that may be too small to display the item text. Even though many items can be assigned to a single key number, on the product listing, the number of faces within the key number is displayed. Shelf Key Numbering – Normally, automatic key numbers are assigned from top to bottom, left to right within a segment. This works for peg items but not always for shelf item. If you check this option, then items on the shelf are automatically key numbered from left to right, top to bottom. Key numbering for peg items remains the same. Start Numbering in Segment – This is used when you print one or more segments rather than the entire display. When segments are printed, then key numbering normally starts at the beginning of the display. So, for example, if you print only segment 2, then the numbers you see don‘t start at one but start after the last key number in segment 1. So the first number displayed could be 10 or 15, etc. but not 1. If you check this option, then the key numbering starts at 1 in the first segment printed. So if you print starting at segment 2, then key numbering starts at key number 1. Text Orientation Auto – If this is selected, then text if printed horizontally if it will fit. If not, then the text if printed vertically if the item is taller than wide. Horizontal Text Only – Selecting this will print the text horizontally only. Vertical Text Only – Selecting this will print the text vertically only. 345 Print Display Background Color – Checking this will print the displays background color. Suppress Footing – Checking this will prevent the footing from appearing on the plan printout. After selecting the appropriate options, click the OK Button to print, or the Cancel Button ? screen to cancel printing and return to the main Shelf Logic Segment Headers and Footers Menu: Reports/Headers & Footers You have the additional option of creating a separate header or footer for each segment of shelves on your planogram. Upon executing the above command, the Shelf Segment Header and Footer box will open as shown below: Figure 38. Segment Headers & Footers 346 This list box will display the segment numbers as defined in the Display Setup. Click the appropriate segment number and enter a header and/or footer. As you click on each segment number on the left, the headers and footers will clear so you can enter new ones for each segment. Click the OK Button to accept, or the Cancel Button to cancel. Shelf Segment Headers and Footers will appear on the printed planogram only. Print Peg Holes You can control whether or not background peg holes print on your final planogram by turning them on or off from the View Menu. If there is a checkmark in front of the Show Peg holes option, the peg holes will be visible on screen and will print on the planogram. Deselecting Show Peg holes will turn them off for both the screen and printed planogram. 347 Printing the Planogram as a Graphic Image From the Print Dialog, there‘s a button that lets you save the plan as a graphic image. After executing the above command, the following dialogue box will open. Heading and Sub Heading are optional. Figure 39. Create Image File In the Resolution combo box, you can select from 12 different resolutions, ranging from actual 500 pixels wide to 6000 pixels wide. The larger the number of pixels, the better details is obtained when printing and the larger the print size can become. A high-resolution image will create a superior printout but creates a very large image file. A low-resolution file is more suitable for emailing and web pages, where the image will only be viewed on screen. After clicking OK, a standard Save File dialogue box will open. Graphic files can be saved in several formats including .bmp, .jpg, .esp, and .tif. Printing the Planogram to an Adobe Acrobat PDF File The planogram and reports can be printed to a PDF file provided you have the full version of Adobe Acrobat software installed and not just the free reader software. 1. Select File Menu/Printer Setup. 2. Select Acrobat PDF Writer or Acrobat Distiller – click OK. 3. Select File Menu/Print Plan and print as usual. Note: PDF Writer will create a PDF file using standard default settings. Distiller allows you select advanced features and settings. Consult the Adobe Acrobat documentation for details. 348 349
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