Planogram configuration is the most important step in product configuration, in which the construction of the visual representation of a subset of products from an industry catalog is carried out.

Planograms are used to validate and configure the arrangement of products on equipment, and also to validate image recognition and compare whether products exist and are correctly positioned on the equipment following market concepts where the industry creates a graphical representation in our system of something that already exists.

Planograms can contain multiple product categories and are distributed to stores andA customers and execution is done through these planograms. Therefore, make sure that all products have already been registered in the system and all equipment to be used has already been created.

To add a new planogram, click the add new button, indicated by the number 2 in the image below

To add a new planogram, please fill in the fields in the image below:

1 - Code: A random code will be created to identify this planogram

2 - Planogram name: Enter the name of the planogram

3 - Planogram TypeSelect the type, choosing between Free (the arrangement of the product on the equipment does not matter, what matters is the quantity of the products) or Fixed (the arrangement and order of the products matters as well as the quantity)

4 - More templates: Select the template, choosing between standard or new templates

5 - Share of Shelf Type: Select the type, choosing between Linear or Face Counting

6 - Image placeholder: This feature allows selecting a new image from the gallery as an image placeholder for the planogram

You must also adjust the planogram parameters.

1 - Classification bottom: Defines a unique code to identify the planogram, facilitating comparisons and performance monitoring.

2 - Automatic cut-off: Enable or disable automatic image cropping to optimize product display.

3 - Key performance indicators: Monitor compliance, presence, missing items, misplaced items and invaders in the planogram

a - KPIs: Choose the indicators that will be used

4 - Key performance indicators - store shelfie: for in-store tracking, analyzing compliance.

b- KPIs: Choose if you want to see the feedback screen in the application

c- Selection of areas:Define and analyze specific areas such as Golden Zone or Hot Zone.

5 - Detection zones: Highlight key areas within the planogram for detailed analysis.

d- Selection of annotation: Allows you to add specific notes within the planogram for precise observations and adjustments.

6 - Notes: Add important notes for adjustments and observations within the planogram.

7 - Optical recognition of price characters: Enables reading of prices on labels, with Multi Picture OCR option automatically activated.

8 - Synchronize edited results: Synchronize only modified data, optimizing time and resources

Press the blue "continue" button to move on to the next step. On the next screen, you need to configure the planogram with the desired equipment and products, as shown in the following images.

1. Add equipment: With this function it is possible to create a new team. When choosing this function, a screen identical to the one seen previously in the Add new team section opens.

2. Equipment Type: It is possible to select existing planograms. Selecting this option displays the following screen, from which it is possible to select the desired equipment.

Once the equipment is selected, the planogram can be assembled by selecting the products next to it and dragging them to the desired location.

It is also possible to search for products and filter them using the tools indicated in points 1 and 2 below:

To set up your planogram, explore the following features:

1 - Number of faces: Select the number of faces you want to add to the planogram at once

2 - Shelf Products: It is possible to see in this field all the items already added to the Planogram

3 - Remove all:This option removes all products of the item in question from the planogram.

4 - Empty space: With this function it is possible to indicate the spaces that must remain empty in the planogram.

5 - Category: It is possible to designate a space to contain a particular category

6- Brand: It is possible to designate a space to contain a particular brand

Once the planogram is finished, you can download it in png, save it as a draft, or save and publish it.