USER`S MANUAL
Contents
1. Figure 27 The Graph of Two Columns The width column is on dark purple and the cost column is in red 30 Section 5 Built In Functions Shelf Logic Report comes with a large number of built in functions that can be used by themselves or within formulas All built in functions start with a sign and are surrounded with characters These functions are divided in 3 groups according to the various elements of the plan These are 39 66 plan section shelf and face Each function starts with either plan section shelf or face The level tells you what results you ll get A function starting with Face gives you information about a single face For example Face Cube gives you the cubic feet or cm of the current face If you move up to the Shelf Level the function Shelf Face Cube gives you the total cubic feet or cm or all faces on the shelf Moving up again to the plan level the function Plan Face Cube gives you the total cubic feet or cm or all faces on the plan Specific Arguments Some functions can have an argument after it put in parenthesis When used with a section level function it can be used to specify a specific section nbr So if the current face belongs in section 1 that is the sections used on the report You can specify a different section number to report on by putting it in parentheses after the function For example the functi2. face Rey qty fa Heading Shelf Key ltem No UPC Code Description Faces Sort Ascending Group Total Display p n Filter Field Length Alignment Decimals Graph 4 m Print Totals and Subtotals Only s Boe H Graph Exit Remove Duplicate UPCs i a Figure 39 Definition for the Product Listing Report Let s look at each column on the report Column 1 Shelf This displays the shelf number on which this face resides We use a built in function Shelf Nbr that displays the shelf number for a face The function has a dollar sign in front of it and is surrounded by characters Column 2 Key This displays the Key Number for the face We use the built in function of Face Key Nbr to display the face s Key Number The report is sorted by this column so the Sort row is set to ascending Column 3 Item Code This is a field from the item database the Item Code field Column 4 UPC Code This is a field from the item database the UPC Code field Column 5 Item Name This is a field from the item database the Item Name field Column 6 Faces 52 This displays the number of faces assigned to this Key Number It is used when the Combine Key Number option is selected in Shelf Logic If the option is not selected as it is in this example then the Faces column will always be 1 We use the built in function Face Key Qty which gives us
3. for a function This only works if the function is entered first at the end of the formula So if the dollar sign entered isn t the last character in the grid cell the pop up won t appear When this field has been specified you can move to the next column or make changes in the display of the first column Either way when then cursor leaves the field box defaults for the rest of the rows for this first column are displayed as shown below UPC Code Figure 7 Column Configuration Heading This is where you define the report column heading This defaults to the field name in the Field box above In the example below we click in the heading grid cell and changed the column heading to Product as shown in the figure below Cert Figure 8 Column Heading 16 Multi Line Headings You can create multi line column headings by using the character to indicate a new line For example the column heading Square Feet will be a 2 line column heading and will look like Square Feet The above is for a left justified column If right justified the column heading will be likewise Square Feet Sort This lets you sort the report by this report column When you click in the Sort cell a pull down box will appear with the sort choices as shown below Figure 9 Sort Options You can choose to sort the column in ascending or descending order or select No to have no sort Th
4. section shelf face and has general functions like Days Supply that also work on the plan level All functions are not case sensitive This means they can be in upper case lower case or mixed case 32 Plan Level Functions There are functions that operate on the plan level they give you numbers that are for the entire plan These functions all start with Plan Plan Function List Plan Width The width of the plan in feet or cm This is the display width as shown in the Display Setup window Plan Height The height of the plan in feet or cm This is the display height as shown in the Display Setup window Plan Area The area of the plan in square feet or square cm This is the display height multiplied by the display width Plan Kickplate The height of the kickplate in inches or cm This is defined in the Display Setup window Plan Shelf Width This is the total width of all shelves on the plan Plan Shelf Height This is the total height of all shelves on the plan Plan Shelf Depth This is the total depth of all shelves on the plan Plan Shelf Area The total shelf area on the plan in feet or cm This is the total shelf height x the total shelf depth It s the area looking down on the shelves Plan Shelf Face Area The total shelf area on the plan in feet or cm This is the total shelf height x the total shelf length It s the total shelf area loo
5. The shelf area in feet or cm This is the shelf height x the shelf depth It s the area looking down on the shelf Shelf Area Available The shelf area in feet or cm This is the shelf height x the shelf length It s the shelf area looking straight at the plan Shelf Cube The shelf volume in cubic feet or cubic cm This is the shelf height x the shelf length x the shelf depth Shelf Face Linear The total linear space taken up by all faces touching the shelf Shelf Face Area The total face area of all faces on this shelf Shelf Face Cube The total cubic feet or cm of all items on this shelf Shelf Faces Qty The number of faces on this shelf 36 Shelf Item Qty The number of items on this shelf That s the number of faces and all items stacked behind the faces Shelf Face Cost This is the cost of all items on this shelf Shelf Face Retail This is the suggested retail of all items on this shelf 37 Face Level Functions For the Face Level Functions there are 2 modifiers you can use after the function These are On Shelf and On Plan When On Shelf is used after a face level function it means the total of all similar faces on the shelf When On Plan is used after a face level function it means the total of all similar faces on the plan Let s take an example Face Area This function gives you the area of the current facing That s the face width x the face l
6. Figure 3 The Report Grid It is here in the grid that you define the report columns that make up the report There can be up to 25 columns on a report reflected by columns 1 through 25 For each column there are a number of report column details you can specify Each row represents a another report column detail Let s look at each row Field This is where you enter what s to be displayed for this report column It can be a database field a built in function or a formula involving both fields and built in functions 14 When you click in the field grid a pull down box will appear al Figure 4 It contains a list of all database fields Clicking on the pull down box s down arrow displays this list Heading UFC Code ltem Code SO SKU Code Group Vendor Code Vendor Name Total item Name Display p n Item Type Categor Field Length Alianmant Figure 5 The Field Pull Down When you select one of these it will appear in the field position Figure 6 Selecting a Field So the UPC Code will appear as the first column of the report Using a Built in Function To use a built in function type a dollar sign and a pop up of all available functions will appear in a listbox The functions are grouped by Plan Section Shelf and then Face When you select a 15 function it will appear with the brackets in place So you don t have to enter the starting or ending
7. This is the volume of all items in the facing in cubic inches or cubic cm This is the total of the face height x the face width x the face depth of each item in the facing stack Face Cube On Shelf This is the volume of all items in the similar facings on the shelf in cubic inches or cubic cm This is the total of the face height x the face width x the face depth of each item in the facing stack of each facing on the shelf Face Cube On Plan This is the volume of all items in the similar facings on the plan in cubic inches or cubic cm This is the total of the face height x the face width x the face depth of each item in the facing stack of each facing on the plan Face Linear This is the face width of this face is touching a shelf If the face is on a peg hook or not directly on a shelf zero will be the result of this function Face Linear On Shelf This is the total length of all faces touching this shelf in inches or cm Face Linear On Plan This is the total length of all faces touching all shelf and in peg areas in inches or cm Face Qty This is the number of facings always 1 in this case Face Qty On Shelf This is the total number of all similar facings on the shelf Face Qty On Plan This is the total number of all similar facings on the plan Face Item Qty This is the number of items stacked in this facing Face Item Qty On Shelf This is the total number of items stacked in all similar facings
8. USING A BUILT IN FUNCTION cccsessccscecececeessnsaecececeesesesssececeeceseseeessaaeeeseceeseneeas 49 FIGURE 37 REPORT WITH BUILT IN FUNCTION ccccccccccscsessssssecesececseeessnsececeseesesesensaseeeseceeeeneneas 49 FIGURE 38 PRODUCT LISTING REPORT ccccessessecececececeesesseaecesecccseessenseaeeececseeesensaaeeeeeeeeseneneas 51 FIGURE 39 DEFINITION FOR THE PRODUCT LISTING REPORT cccccccconcnonononononnnonononononononononononononononos 52 FIGURE 40 THE SPACE ANALYSIS REPORT cessessscscecececessesssecesececsesessseaeeeecesesenessaaeeeseeeeseneeas 54 FIGURE 41 SPACE ANALYSIS REPORT DEFINITION SCREEN cccocococoncnonononononononononononononononononononononos 55 FIGURE 42 THE FINANCIAL ANALYSIS REPORT c cccccccccconononononononononononononononononononononononononononononononos 57 FIGURE 43 FINANCIAL ANALYSIS REPORT IN THE FIELD GRID ccccccccncncnnnonnnonononononononononononononononos 58 Section 1 Introduction Welcome to Shelf Logic Report Shelf Logic Report is part of the Shelf Logic Family of Planogram Products With it you can create custom reports from your Shelf Logic Planograms You can create your own formulas and there are special built in functions that give you important information for use in formulas or by themselves Shelf Logic Report also includes Shelf Logic Graph which has sophisticated 3D graphing capabilities letting you plot up to 25 different fields or formulas The resu
9. There may be times when you want to filter or sort by a certain column without actually displaying it When you click in the Display cell a pull down gives you a choice of yes and no Display yr Yes r Filter Field Lenath Figure 16 Display Options The default is yes Filter This lets you filter the records that appear on the report You can use any comparison such as greater than less than etc Here s a list gt greater than lt less then gt greater than or equal to lt less than or equal to equal to lt gt not equal to like pattern match such as like ing which indicates ending with ing Here are some examples we are doing this in the Width column gt 6 width greater then 6 inches or cm lt 12 width less than or equal to 12 inches or cm Let s run our report but only include items where the product width is more than 10 inches or cm Here s what the Field Grid looks like 21 amp Untitled Plan Name Browse Heading Eont Report Desc UPC Code UPC Code Ascending Group Suppress Details M Remove Duplicate UPCs Figure 17 Using Filters When run then report looks like this UPC Code Width 111113 5101 11 30 111113 5101 11 30 111113 5101 11 30 111113 5101 11 30 370000 668597 11 50 370000 668497 11 50 432093 042 r 14 20 457893 042 r 14 20 611451 71057 12 20 611431 21057 12 20 Figure 1
10. UPC Code as well Remove Duplicates or Not For reports you have a major choice of displaying each face or just a single UPC Code removing duplicate UPC Codes from the report This is useful since most other information like width cost about each face with the same UPC Code is also the same In this next report we display each face and where there are multiple faces of the same item all faces are displayed UPC Code Width 111113 5101 11 50 111113 5101 11 30 111113 5101 11 30 111113 5101 11 30 125075 5073 3 40 125075 5073 3 40 131300 0202 6 46 1315300 0202 6 46 131300 0402 E dE 131300 0202 5 46 16000 2 6010 a 60002 6010 rS 60002 6010 Par 60002 6010 Par Figure 32 A Report vvith All Faces You can see there are 4 faces of UPC 111113 5101 2 faces of 125875 5073 and so on In this next report we check the Remove Duplicate UPCs and the report will look like 46 UPC Code Width 111113 5101 11 30 125075 5073 3 40 131300 0 201 2 6 46 160002 6010 ra Figure 33 Report with Each Item Once The report is much shorter each UPC Code is listed only once When you use the Remove Duplicate UPCs feature make sure the report is sorted by the UPC Code Notice that the value in the Width column doesn t change when duplicates are removed Let s extend this example and individually total up the widths of all items We ll do this be having a subtotal grouping on the UPC column and totaling
11. and in some cases refers the user to the appropriate section of the User Manual for more detailed information If your operating system does not support the most current Help File System contact Technical Support for assistance Technical Support Normal operating hours for the Technical Support Department are as follows 5 Monday Friday 9 00 AM 4 00 PM EST Phone 845 796 4242 Your purchase of Shelf Logic Report includes free lifetime support All questions regarding the operation of Shelf Logic software should be sent to Help ShelfLogic com System Requirements e PC compatible Windows 98 ME NT 2000 XP e Pentium III Processor or equivalent 700 Mhz e 96 MB of RAM higher recommended e 16 MB Graphics Card e 20 MB available hard disk space Section 2 Installation Installing Shelf Logic Report 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 Report When asked save the file to disk DO NOT open the file 3 After downloading Shelf Logic Report you will have a file called ShelfLogic_Report_Install exe Double click on this file to start the installation 4 Follow the installation instructions The installation program will install Shelf Logic Report into a folder named C Program Files She
12. field will generate a subtotal for each grouped field specifying a subtotal For example we ll make column 2 the face width and make this a total field ntitled Plan Name Browse Heading Eont Report Desc UPC Code UPC Code Ascending Sub Total Suppress Details Chart Save Save As i M Remove Duplicate UPCs Figure 13 The Field Grid When the report is run there will be a subtotal after each grouping as shown below 19 UPC Code Width 111113 5101 11 30 111113 5101 11 30 111113 5101 11 30 111113 5101 11 30 111113 5101 45 20 125075 5073 3 40 125075 5073 3 40 mm 25075 5075 16 80 131 300 0202 5 46 131300 0202 5 46 131300 027202 5 46 131300 0202 5 46 151 500 0202 25 04 Figure 14 Subtotals The UPC Code column is the one being grouped so the is put in front of the group The Width column is being totaled so the group subtotal for width appears in the Width column Total This lets you total up the column At the end of the report a total of this column is displayed If any column is a grouped column indicating a subtotal then a sub total will also appear in this column This is shown in Figure 13 above When you click in the total cell a pull down will display the choice of no total totals or averages Display Gall Ho Total Filter dub ade Figure 15 Totals Options 20 Display This determines if the column is displayed in the report
13. on the shelf Similar means the same UPC Code Face Item Qty On Plan This is the total number of items stacked in all similar facings on the plan Similar means the same UPC Code Face Key Nbr The key number of this face as it appears when the plan is printed Face Key Qty The number of faces assigned to a particular key number used with the combine key number option Keep in mind that unless the function has the word Item in it the function refers to the first item in the face not all items stacked in a facing 40 General Level Functions The following functions are mostly financial functions that work with the entire plan Annual Profit annual profit for all items on the plan Item Annual Profit UPC Code annual profit for all items on the plan Gross Margin Rtn Invent Days Supply Demand Fill Stock Item Gross Margin Rtn Invest Gross Margin Invest Turns Sales Sq Ft Sales Cu Ft Sales Linear Ft Retail Value Shelf Profit Shelf Gross Retail Gross Margin Plan Retail Movement Retail Movement Wholesale Value 41 Section 5 Entering Formulas Column Formulas Instead of entering a database field for the column you can enter formulas using fields constants and the built in functions You can use operations that perform multiplication division addition and subtraction You can use parenthesis to group operations When database fields or built in functions are used in formu
14. the Width column The Field Grid will look like amp Untitled Plan Name Browse Heading Font Report Desc UPC Code UPC Code Ascending Sub Total Print Totals and Subtotals Only S s A leer Exit Remove Duplicate UPCs _Save Save As wat Graph _ Ext Figure 34 The Field Grid for Subtotaling the Widths 47 When run the report looks like UPC Code Width 111113 5101 11 30 111113 5101 11 30 111113 5101 11 30 111113 5101 11 30 111113 5101 45 20 125875 5073 9 40 125075 5073 9 40 H 25075 5073 18 50 Figure 35 The Subtotaled Report The individual faces are shown on the report with a subtotal for each UPC Code The subtotal represents the total width of all similar items on the plan If you remove duplicates from the report and wish to get a total width for all UPC Codes on the plan you would use of the built in functions The function to use is the Face Width On Plan function It gives you the total width of all faces of similar items on the plan So when the report is run and the first line of the report is UPC Code 111113 5101 as it is in the above example the Face Width On Plan function will give you the total width of all faces with UPC Code 111113 5101 Let s do this report but we ll remove duplicates and use the Face Width On Plan function Here s the Field Grid we ll use 48 amp C Program Files Shelf Logic Master Edition samples manual RPT Pla
15. the number of faces for the Key Number This will change automatically if the Combine Key Number option is turned on Column 7 Side This column tells us on which side the face is turned 1 is fro the front view 2 for the side view and 3 fore the top view We use the built in function Face Side to give the current side for the face Column 8 Stk This column displays the number of item stacked in this facing It include the face and all item stacked behind it We use the built in function Face Stack to give the stack amount for the face Column 9 Hook This column displays the hook length for the face if it is put on a peg hook rather than on a shelf If the face is on a shelf the Hook Length will be zero We use the built in function Face Hook to give the hook length for the face 53 Space Analysis Report The next report we ll look at is the Space Analysis Report Here s what it looks like amp Report Space Analysis Report Linear Square Cubic Percent of Facings UPC Code Item Name Qty Feet Feet Feet Cubic Total 345001 4000 LOL Margarine Sticks 3 65 1 48 1 38 4 90 714630 15528 Self Fastner Bib 0 00 450 4 46 15 78 111113 5101 All Detergent 3 77 2 73 1 45 5 12 131300 0202 Milkbone 2 15 1 63 1 32 4 69 160002 6010 Honey Nut Cheerios 2 79 099 80 89 3 16 702300 0071 Tidy Cat Box Liners 1 49 086 0 84 2 96 761744 6068 Stanley Saw Glide 0 00 5 67 5 67 20 05 477528 7627 Stanley Pipe Wr
16. 0 12 4 4 14000 345001 4000 LOL Margarine Sticks 1 1 8 0 4 5 14000 345001 4000 LOL Margarine Sticks 1 1 8 0 4 6 14000 345001 4000 LOL Margarine Sticks 1 1 8 0 4 7 14000 345001 4000 LOL Margarine Sticks 1 1 8 0 4 8 14000 345001 4000 LOL Margarine Sticks 1 1 8 0 4 9 14000 345001 4000 LOL Margarine Sticks 1 1 8 0 0 10 15528 714630 155286 Self Fastner Bib 1 1 70 12 0 11 15528 714630 15528 Self Fastner Bib 1 1 70 12 0 12 15528 714630 15520 Self Fastner Bib 1 1 70 12 4 13 14000 345001 4000 LOL Margarine Sticks 1 1 8 0 4 14 14000 345001 4000 LOL Margarine Sticks 1 1 8 0 4 15 14000 345001 4000 LOL Margarine Sticks 1 1 8 0 3 16 6010 160002 6010 Honey Nut Cheerios 1 3 1 0 3 17 6010 160002 6010 Honey Nut Cheerios 1 1 5 0 3 18 6010 160002 6010 Honey Nut Cheerios 1 2 1 0 3 19 6010 160002 6010 Honey Nut Cheerios 1 2 1 0 Figure 38 Product Listing Report It identifies each facing according to its Key Number It s sorted by Key Number and displays the UPC Code and item description Also displayed is the side onto which the item is placed and the number of items stacked in the facing If the facing is on a peg then the hook length is also displayed Here s the Field Grid for this report 51 amp C Program Files Shelf Logic Master Edition samples Product Listing RPT Plan Name Browse Heading Product Listing Eont Report Desc Standard Product Listing Column 1 2 3 4 5 6 Field shelf nbr face key nbr Item Code UPC Code ltem Name
17. 345001 4000 LOL Margarine Sticks 72 1 15 2 29 49 78 82 80 164 88 82 08 4 90 5 22 grocery 754570 8000 Garelick Organic Mil 2 1 85 3 69 49 86 3 70 7 38 3 68 1 49 0 23 grocery 754571 3800 Garelick Organic 2 3 0 80 1 89 57 67 2 40 5 67 3 27 0 94 0 21 grocery 91 123 10 246 19 123 09 13 51 7 83 hardware 477528 7627 Stanley Pipe Wrench 24 12 50 25 00 50 00 300 00 600 00 300 00 15 92 19 08 hardware 761744 6068 Stanley Saw Glide 48 7 00 14 00 50 00 336 00 672 00 336 00 20 05 21 37 hardware 72 636 00 1272 00 636 00 35 97 40 45 Figure 42 The Financial Analysis Report The report is sorted by category and then by the UPC Code Each category is grouped and has a subtotal displayed for several columns For each UPC Code there s the total number on the plan it s cost and retail and the potential profit There is also a comparison of this UPC to the total plan based on percent of space used and percent of profit compared to the other profits Here s the Field Grid for this report 57 amp C Program Files Shelf Logic Master EditionisamplesiFinancialA nalysis RPT Plan Name Po Browse Heading Financial Analysis Report Font ReportDesc ps Category UPC Code ltem Name F ace ltem Qty On Plan Category UPC Code ltem Name Oty Ascending Ascending Sub Total Print Totals and Subtotals Only s Boe Graph Exit M Remove Duplicate UPCs i Figure 43 Financial Analysis Report in the Field Grid Let s look
18. 7 12 20 611431 711057 24 40 50 24 Figure 20 Report Details present Now here s the same report but the Print Totals and Subtotals Only checkbox is checked UPC Code Width 1391300 0202 25 04 511431 21057 24 40 50 24 Figure 21 Subtotals and Totals Displayed Only the subtotals and the total appear on the report If there was no grouping for the UPC Code column then only the total will be displayed as shown below UPC Code Width 50 24 25 Remove Duplicate UPCs The Remove Duplicate UPCs checkbox lets you trim reports by eliminating duplicate upc codes from the report This assumes that the report is sorted by the UPC code Let s look at an example This is the report with Remove Duplicate UPCs checkbox unchecked so duplicates will appear if there is more than one face for a UPC code UPC Code Width 111113 5101 11 30 111113 5101 11 30 111113 5101 11 30 111113 5101 11 50 125075 5073 39 40 25075 5073 440 131300 0202 6 46 131300 0202 6 46 131300 0202 6 46 131300 0202 6 46 60002 6010 Par 60002 6010 Eo 1 60002 6010 Poof 60002 6010 Pa Figure 22 Report with Duplicate Faces This plan has 4 faces of UPC code 111113 5101 2 faces of UPC code 125875 5073 and so on When the Remove Duplicate UPCs checkbox is checked each UPC code will appear only once on the report as shown below UPC Code Width 111113 5101 11 30 125075 5073 9 40 131300 020727 E dE 1 60002 6010 a Figur
19. 8 Report of Width over 10 22 You can see that only items with a width more than 10 are included in this report You can specify a filter for more than one column In that case and AND comparison is done with the columns For example if the filter for the UPC Code column is like 202 and the filter for the Width column is gt 10 then the report filter would be UPC Code starting with 202 AND Width greater than 10 Field Length This lets you specify the width of this column on the report This roughly corresponds with the number of characters But since each character is a different width it s not always the same The default amount is 10 about 10 characters Alignment This determines the alignment for the column on the report When you click in the alignment cell a pull down gives you a choice of left justified right justifies or centered ee ere Lef Left Right Center Figure 19 Alignment Options Alignment Decimals This also controls how the column is sorted If the column is right justified then it s sorted right to left Decimals This determines how the number is formatted on the report and lets you specify the number of decimal places to display Or you can specify 0 and have no decimal places The default amount is 2 If this is not a number field then this has no effect Graph This determines if this column is going to be put on
20. ICATE UPC CODES REMOVED cccccccscssssssssecesecececsesensececesecseeenessaaeeeseceesenenens 26 FIGURE 24 THE FIELD GRID FOR THIS REPORT c cccccccscesssssssecesecceeceesenseceeescesesenensaaeeeseeeeseneeas 27 FIGURE 25 GRAPH OF ITEM WIDTHS cccccccccesssssssecececeeecsesesseaeceeeceeseeesesseaeeeecesesesessaaeeeeeeeesenenees 28 FIGURE 26 GRAPHING MORE THAN ONE COLUMN ccccscssssssssecececececesssnseceeesecseeesersaeeeeeceeseneneas 29 FIGURE 27 THE GRAPH OF TWO COLUMNG csssessssscecececeesessseceseceeseeessnseceeesecseeesessaaeeeseceeseneneas 30 FIGURE 28 USING A FORMULAS ken oca ies tan elena ie ene deien a 43 FIGURE 29 THE RESULT OF THE FORMULA cscsessscscecccecsesesssecececeesesesenseceeeseesesesersaaeeeeeeeeseneneas 43 FIGURE 30 GETTING SQUARE FEET FROM SQUARE INCHES c cccccccccesessersececeeccseeesessseeeeececeeeenens 44 FIGURE 31 THE COMPARISON OF SQUARE INCHES TO SQUARE FEET cccccccccncnononononononononononononononos 44 FIGURE 32 A REPORT WITH ALL FACES cccccsesscececececeesensaecesecececesseecececeeseseeessaseeeeeeeeseneeas 46 FIGURE 33 REPORT WITH EACH ITEM ONCE cscsssscsesccecsesssssecececccseessensececesecsesesensaaeeeceeeeseneeas 47 FIGURE 34 THE FIELD GRID FOR SUBTOTALING THE WIDTBS ccccccoconononononononononononononononononononononos 47 FIGURE 35 THE SUBTOTALED REPORT ccccssessessecececececeesensasececececseeensseseceecesesesensaaeeeseeeeseneeas 48 FIGURE 36
21. RATION ccccccccccccesssssssececeseesceesessesecesecceseeessseaecescesesesessaaeceeeeeeseneneas 16 FIGURE 8 COLUMN HEADING cccceesessececececeseessnsececececsesesessaaeceseceeseeesesseaeeeseesesesensaaeeeeececeeneeas 16 BIGURE OS ORT OPTIONS islote sii die ea 17 FIGURE 10 THE SORT ORDER IS CHOSEN cccesessessscececececeeeesseaecececeeseesssseceeescesesesensaaeeeeeeeeseneeas 17 FIGURE 11 GROUP OPTIONS ccccessessscecececececsessecececcesceesenseaeceseceeseseessesecesceseeeeeaaeeeeeceeseneneas 18 FIGURE 12 EXAMPLE OF GROUPS orian si irr N E E S 18 FIGURE 13 THE FIEEDGRID rra 19 BIGURE 14 SUBTOTALS sie faces ded le ota E E ENE E E E sa cia 20 FiGURE 1S TOTALS OPTIONS Srni i sn a e Bae vba a a a 20 FIGURE 16 DISPLAY OPTIONS y inin an enen a N R E A E N SNA 21 FIGURE 17 USING FILTERS Citi ita a A E ss 22 FIGURE 18 REPORT OF WIDTH OVER 10 cccessesscececececeeesssaececececeesensscceeeseeseeesesaaeeeeeeeeseneeas 22 FIGURE 19 ALIGNMENT OPTIONS cssessccssccccsssesssseceeececeesesesseaeeeseceesesensseaecescesesesensaaeeeeeeeeseneneas 23 FIGURE 20 REPORT DETAILS PRESENT cccccesssssssecececececessesseaecesecceseseseseeeceecesesenessaaeeeceeeeseneeas 25 FIGURE 21 SUBTOTALS AND TOTALS DISPLAYED ccccccesssssssecececececeessnsececeeceseeesensaaeeeeeceeseneneas 25 FIGURE 22 REPORT WITH DUPLICATE FACES ccssccccccccscsssessnsecececececeessnseaeeeeceseeesessaaeeeseeeeseneees 26 FIGURE 23 DUPL
22. SHELF LOGIC REPORT For Shelf Logic Master Edition Version 14 USER S MANUAL June 26 2006 2006 Shelf Logic Software Products Shelf Logic is a registered trademark of Shelf Logic Software Products All rights reserved Phone 845 796 4242 e Fax 845 796 4777 Table of Contents TABER OR CONTENTS uma cdta oscar dra cala 2 TABLE OF GRAPHICS esse aa E a ec tiets tin te AI 4 SECTION 1 INTRODUCTION a cciicccsciciscscccascscssescnbecesoseescesseoncccecosescossebeecesonsoscoscenscosecsoosesses 5 WELCOME TO SHELF LOGIC REPORT c cccccccccssssssssecececceeceessssaaecesececseeesssseeeeeeeeeeseeesssaeeeeeeeens 5 CTE TTINGHEDB A a a a a AE A 5 About This User Manual ii 5 Online EID A A A ae R ia 5 Technical Support iio 5 Systemi RA am mal 6 SECTION 2 INSTALLATION a Siicssicicincesccetbeesc cdssuecesdecevcccsetneccescessenseebsecsecasoecesceteoscesesosceess 7 INSTALLING SHELF LOGIC REPORT gents estatuts il rats 7 Instructions for First Time Installations Aaa 7 Shelf Logic Trial VEO A did lec 7 Registering Shelf Logic toontadotascema O amp MOVING SHELF LOGIC REPORT iras 10 Reinstalling Shelf Logic REPO tea CES US EG Ra RA dies 10 SECTION 3 GETTING STARTED 22202222222000002020000000000000000000000000000 000000 000000 000000 00000000 000000000 11 Starting Shelf Logic RA eee ted alee a che ioe 11 OOVETVIEW ee eiii 12 SECTION 4 CREATING A NEW REPORT ccscssssssssssssssssscsccsccssssssssececccc
23. a graph When you click in the Graph cell a pull down gives you the choice of yes or no The following information is entered at the top of the window outside of the grid 23 Plan Name This is where you can enter the name of the plan that this report is associated with You need to enter the full path and name of the plan You can use the Browse button to look for and select your plan Generic Reports If you leave the Plan Name field empty then you will be prompted to enter the plan name each time the report is run This means the report is generic and can be used with any plan If a plan name has been entered in the Plan Name field for the report is can be erased and the report made generic again Heading This is the heading of the report Next to it is a button marked Font Clicking on this lets you change the font style and size for the heading Report Desc This is a short description of the report and is used for in report libraries to help identify a report Print Totals and Subtotals Only Checking this will print only the subtotals and totals The detail lines of the report will not print Example Here s a report with subtotals and totals This checkbox is not checked so the detail lines will also print on the report 24 UPC Code Width 131300 0202 6 46 131300 0202 6 46 131300 0202 6 46 131300 0202 6 46 151 300 0202 25 54 611431 710057 12 20 611431 71105
24. at each column of the report in detail Column 1 Category This is a field from the item database the Category field The report is sorted by this column and there is a group break with a subtotal displayed Column 2 UPC Code This is a field from the item database the UPC Code field The report is sorted by this column but sorted within the category sort Column 3 Item Name This is a field from the item database the Item Name field Column 4 Qty This column gives the total quantity of products with this UPC Code We want the total of all items not the nbr of faces For this we use the built in function Face Item Qty On Plan which gives us the total number of items on the plan for this UPC Code Column 5 Cost This is a field from the item database the Cost field Column 6 Suggested Retail 58 This is a field from the item database the Suggested Retail field Column 7 Margin This column gives us the profit margin for this UPC Code It is a formula field Suggested Retail cost Suggested Retail 100 The Suggested Retail minus the Cost gives us the profit dollars When divided by the Suggested Retail field it gives us the retail profit margin This is then multiplied by 100 to get a percentage Column 8 Inv Cost This column gives us the total cost of all product with this UPC Code For this we use the built in function Face Cost On Plan which gives us the c
25. ccssscsssscececoes 14 INEW RICAN dicti ae sate ie test dads Volt OS is ea a OE 14 FERD a OS Son otra 14 Use d B iltan Dancnonebestemsi smmemttmeitesemenmmnmdiityenmementatsmeitsst 15 HEADING h a oi a NR tt ini ed aa 16 SORT ERREFE E E TE E E E E E E EE E ata ae te 17 GROUP E nr E E A eee E A ee ree 18 Group Sub LS dea 19 OA a ER Men ae a dal 20 DISPARA A a ea 21 PIETER sio ons sb shaa tein cbdads ada liada aaa a a 21 BIELD CFENGTH ie a rr ee er 23 ALIGNMENT ia AAA a a OT 23 DEGIMARS ena Dt Meas Let Mila Matt ta de ocean tb tel e 23 GRAPH citacions Side odds belted its es 23 PLAN NAMB nai lalalala sia a 24 Genele Report ae ac etc cim sota OT 24 HEADING 00 i et ea ic etc da DE eT 24 REPORRDESC it a nl E add ao ens 24 PRINT TOTALS AND SUBTOTALS ONLY c cccccccscesssssssececececsesessnsececesecsesesensaaececeeceseseesnssaeeeseeeens 24 REMOVE DUPLICATE UP ES 3000 5 i a i asi e a i 26 SAVE at ele te atm ui to TA 27 SAVE SES a ates ente Sem 27 RUN cio ta dt a ss rota 27 CHART A e La ac ill ada el re e oe 27 SECTION 5 BUILT IN FUNCTIONS iseosscecasncsss cccnsnssecsetesscstacsteessncvststssdesescsodeseccendevscsspeeneeasee 31 SIC CU IC AAT OUIICH IS neces bai dec diia 31 PLAN LEVEL EUNCTIONS dissecci teles e cita si aletes idas tada 33 Plan F aneno CI be Sa ES TE Natok a ha he te 33 SECTION LEVEL FUNCTIONS cccccssssccccccccsssssssscccccsccsscsssssescccsccsssssssesscseceseessssesseseseeseasesssccs 35 SCCHONREUNCHONSENS
26. ce Width On Plan This is the total width of all faces with the same UPC Code Face Height This is the height of the face in inches or cm Face Height On Shelf This is the total height of all faces with the same UPC Code Face Height On Plan This is the total height of all faces with the same UPC Code Face Depth This is the depth of the face in inches or cm Face Depth On Shelf This is the total depth of all faces with the same UPC Code Face Depth On Plan This is the total depth of all faces with the same UPC Code Face Cost This is the cost of all items in this facing Face Cost On Shelf This is the cost of all items in all facings on this shelf Face Cost On Plan This is the cost of all items in all facings in the plan Face Retail This is the suggested retail of all items in this facing Face Retail On Shelf This is the suggested retail of all items in all facings on this shelf Face Retail On Plan This is the suggested retail of all items in all facings in the plan Face Area This is the area of the face in square inches or square cm This is the face height x the face width 39 Face Area On Shelf This is the total area of the faces on this shelf in square inches or square cm This is the face height x the face width Face Area On Plan This is the total area of all the faces in the plan in square inches or square cm This is the face height x the face width Face Cube
27. column displays the percentage that this UPC Code takes up compared to the total of all items on the plan For this we use a formula that uses built in functions Face Cube On Plan Plan Face Cube 100 The formula is the ratio of cubic feet for this UPC over the total of all UPCs The Face Cube On Plan function gives us the total cubic feet of all item of this UPC Code This is divided by the Plan Face Cube function which gives us the total cubic feet of all items in the plan The result of this is then multiplied by 100 to get a percentage 56 Financial Analysis Report Our final report is the Financial Analysis Report which gives you potential profits from our planogram Here s the Financial Analysis Report S Report Joes Financial Analysis Report Suggested Retail Percent Percent Category UPC Code Item Name Qty Cost Retail Margin Inv Cost Value Profit of Space Of Profit baby 370000 66897 Pampers Premium 4 6 50 12 99 49 96 26 00 51 96 25 96 7 50 1 65 baby 611431 71057 Huggies 6 6 50 12 99 49 96 39 00 77 94 38 94 7 63 2 48 baby 714630 15528 Self Fastner Bib 420 1 50 2 99 49 83 630 00 1255 80 625 80 15 78 39 80 baby 430 695 00 1385 70 690 70 30 91 43 93 grocery 160002 6010 Honey Nut Cheerios 8 1 65 3 29 49 85 13 20 26 32 13 12 3 16 0 83 grocery 298390 0089 Reeses PB Pie 3 3 50 6 99 49 93 10 50 20 97 10 47 1 51 0 67 grocery 298390 0090 Snickers Pie 3 3 50 6 99 49 93 10 50 20 97 10 47 1 51 0 67 grocery
28. e 23 Duplicate UPC Codes Removed This 1s how the Field Grid looks before running the report 26 amp C Program Files Shelf Logic Master Edition samples doc RPT Plan Name Browse Heading Font Report Desc UPC Code UPC Code Ascending Print Totals and Subtotals Only 5 3 As LE i e ave As i i V Remove Duplicate UPCs etd ES Figure 24 The Field Grid for this Report Save This button saves the report If the report hasn t been saved yet you will be asked for a report name Save As This button saves the report under a different name This runs the report You will return back to the Field Grid after viewing the report Chart This button displays a graph of the columns selected for the graph Whichever column has a Yes for the Graph row will appear on the graph Here s what the graph of the items widths on the plan 27 DDD PD VP yy a Figure 25 Graph of Item Widths If you choose more than one field to display they are displayed together on the same graph one behind the other Here s the Field grid for this graph We will graph the Cost field as well as the Width field 28 ntitled Plan Name Browse Heading Font Report Desc UPC Code UPC Code Ascending l Print Totals and Subtotals Only M Remove Duplicate UPCs Figure 26 Graphing More than One Column When the Graph button is pressed the graph will look like this 29
29. e a one foot wide item on a shelf and another item stacked on top of this item then the linear feet is 1 since only one foot of the item is touching the shelf If the item were sitting on the shelf next to the first one instead of on top there would be 2 linear feet The widths of items on peg hooks are always included in linear feet To get the total linear feet on the plan for this UPC Code we use the built in function Face Linear On Plan Note If you notice the heading for this column is Linear Feet The character skips down to the next line so you get a 2 line column heading Column 6 Square Feet This column displays the total square footage of all faces for this UPC Code Unlike the Linear footage faces don t have to be touching the shelf to be counted To do this we use the built in function Face Area On Plan which gives us the total square footage of all faces with this UPC Code Column 7 Cubic Feet This column displays the total cubic footage of all faces for this UPC Code To do this we use the built in function Face Cube On Plan which gives us the total cubic footage of all faces with this UPC Code Important Note When doing functions with cubic feet we are always dealing with all products not just faces The Linear and Square footage function operate on faces only With Cubic feet faces AND all items stacked behind the faces are used for the calculation Column 8 Percent of Cubic Total This
30. e default is no sort We re going to sort the report by the UPC Code field so we ll select ascending UPC Code Product Ascending Figure 10 The sort order is chosen Sort The report can be sorted by any number of fields The sort order is the same as the column order So if each column was sorted then the report is sorted by column 1 then within that by column2 and then within that by column3 etc 17 Group This lets you group similar information together on the report When you click in the Group cell a pull down box will appear with the group choices as shown below Total No Break Display All ch Total Figure 11 Group Options You can choose to group the data in this column by choosing Group In this example since this column displays the UPC Code there will be a blank line after each group of UPC Codes When you group a field this field should also be sorted Here s an example of how the grouping looks on the report UPC Code 111113 5101 111113 5101 1141113 5101 111113 5101 125075 5073 125075 5073 131 300 0202 131300 0202 131300 0202 131300 0202 16000 2 6010 16000 2 6010 16000 2 6010 16000 2 6010 Figure 12 Example of Groups Group Sub Totals You can generate sub totals at the end of a group by selecting SubTotal for the Group specification When you select Sub Total there must be one or more fields that are totaled A totaled
31. ecto a a a EE a 35 SHELF LEVEL FUNCTIONS Soria ia ml a items tal es 36 SE PUC B IA A ea coa a EA AE da CP delata aci cities 36 FACE LEVEL FUNGTIONS A ts oa Es Das a vids EC 38 Face Funcion List it da tt dies 39 GENERAL LEVEL CUNGIIONS it tesis da ic 41 SECTION 5 ENTERING FORMULAS cccccccccssscscccccscccssccccscssccscscsosecesscesesssocesececesoseces 42 COLUMN FORMULAS ti i Se dic de Ei 42 SECTION 6 REPORT BASICS ccciccccccccicistccscetscctacetscessteccecdescsacsescoeoccddeesesesscovevesoscsesesssovaecceec 46 Include UPC Code cui iii tia Beta ic adas 46 Remove Duplicates OF NOS LA tasca A A an eco nt Sir A aaa 46 SECTION 6 REPORT DISSECTED ccccccsossssssssssscssscsssssssescsssecssesssesecesosssosssscssssoseses 51 PRODUCT LISTING REPO Di ani GD EN A ak 51 SPACE ANALYSIS REPORT dc ie iii ti tacs n lema 54 FINANCIAL ANALYSIS REPORT ccccccccccccsssssscscccccccesssscsesccsccessusessesccescessusussseecesscsseuuunsececceseeees 57 Table of Graphics FIGURE 1 THE REGISTRATION DIALOG BOX ccccccccccccecsesessceceseceeeesessaaececeecesceeseseceeesceseeeeentaaeess 8 BIGURE 2 THE REPORTGRIDi iii tennis Re Se ss it eis 12 FIGURE 3 EHE REPORT GRID e ad 14 FIGURE di erase teases ec TA So a as cs BVT cai 15 FIGURE 5 THE FIELD PULE DOWN sisi sssesceehsstessbeaes saccase oh Sbssus a lead vesuan i dado ita died a 15 FIGURE 6 SELECTING A FIELD eis deia ats etc tokens A a AA A E ET a iin 15 FIGURE 7 COLUMN CONFIGU
32. ench 0 00 4 50 4 50 15 92 125875 5073 Glad Handle Tie 1 57 0 89 0 84 2 98 370000 66897 Pampers Premium 1 92 240 2 12 7 50 432893 0427 Coca Cola Glass Set 2 37 1 61 1 09 3 86 611431 71057 Huggies f 2 03 2293 216 7 63 754570 868000 Garelick Organic Mil i 1 01 0 83 0 42 1 49 298390 008689 Reeses PB Pie y 0 75 056 0 43 1 51 298390 0090 Snickers Pie 0 75 056 0 43 1 51 76457 1 3800 Garelick Organic 2 0 33 0 26 0 26 0 94 9 6 4 4 4 4 4 3 2 2 2 2 2 1 1 1 26 26 Figure 40 The Space Analysis Report This report tells you how much space is used by each product on the plan All faces are summed up together on one report line The report displays the number of items the linear feet taken up on shelves the square footage and cubic footage of each product The final column gives the percentage of this product to the total cubic feet of all products on the plan Here s the report definition as seen in the Field Grid 54 amp C Program Files Shelf Logic Master Edition samples spaceanalysis RPT Plan Name CAProgram Files Shelf Logic Master Edition samples demo2 PNM Browse Heading Space Analysis Report Font Report Desc Same Report as included with Shelf Logic Column 1 2 3 4 5 Field F ace Oty On Plan UPC Code ltem Name Face ltem Oty On Plan Face Linear On Plan a Heading Facings UPC Code Item Name Oty Linear Feet Sort Descending Ascending Group Total Display p n Filter Field Lenath Alignme
33. ength Face Area On Shelf This function gives you the area of this face and all other similar faces on the shelf Similar means all faces with the same UPC Code So if the current face is UPC Code 12345678 and it resides on shelf number 2 and there are 3 other items on shelf number 2 with the same UPC Code of 12345678 then the areas of all four faces added together will be the result of this function The Face Area On Shelf function is NOT the same as the Shelf Face Area function The Face Area On Shelf function gives you the areas of faces on the shelf similar to the current face The Shelf Face Area function gives you the area of ALL faces on the shelf This is true for all functions beginning with Face The results apply only to faces the same as the current face Or if you specify a specific face see below then the results are for all items the same as the specified face This differs from the Plan and Shelf level functions which give results on all faces the same or not Face Area On Plan This function is like the Face Area On Shelf but gives you the area of this face and all other similar faces on the entire plan Again this function is not the same as the Plan Face Area function The Face Area On Plan function gives you the areas of faces on the plan similar to the current face The Plan Face Area function gives you the area of ALL faces on the plan The Face Le
34. king straight at the plan and is the area available for facings Plan Shelf Cube The total shelf volume on the plan in cubic feet or cubic cm This is the total shelf height x the total shelf length x the total shelf depth Plan Peg Area The total peg area of the plan in feet or cm This is the total peg area height x the total peg area length It s the area available for facings Plan Sections The number of sections on the plan Plan Face Linear This is the total length of all the faces in the plan touching shelves in inches or cm Plan Face Area This is the total area of all the faces in the plan in square inches or square cm This is the face height x the face width Plan Face Cube This is the volume of all items on the plan in cubic inches or cubic cm This is the total of the face height x the face width x the face depth of each item in the facing stack 33 Plan Cost The wholesale value cost of all items on the plan Plan Retail The retail value of all items on the plan 34 Section Level Functions Section Level Functions can be for the current section or for a specific section By putting the section number in parenthesis you can specify one section If not the section in which the current face resides is used Remember the reports are done by going through each face on the plan so the section for each face is determined and is the one used unless a specific section is specified in pare
35. las they must be surrounded with and So the UPC Code database fields when used in a formula would be UPC Code Don t worry about the capitalization of letters in database field names or in the built in functions Let s look at some examples entered exactly as it should look in the Field cell Width Height This is the width of the current face multiplied by the height of the current face This gives us the area of the face Here it is used in a report amp Untitled Plan Name Browse Heading Font Report Desc El Width Height Area l Print Totals and Subtotals Only S 5 A r l Remove Duplicate UPCs eset AS 42 Graph Exit Figure 28 Using a Formula In the Field cell you can see the Width Height formula The heading was changed to Area and the justification was changed to right justify When the report is run it will look like this Area 194 35 194 35 164 70 164 70 63 92 63 92 60 02 60 02 91 00 01 03 Figure 29 The Result of the Formula Since the width and height are in inches or cm each figure represents square inches or square cm If we want to express the result 1f terms of square feet instead of square inches you can divide the width and height by 12 so they represent feet and then multiply them together The formula would be Width 12 Height 12 You could also use Wid
36. lf Logic Report Shelf Logic Trial Version When Shelf Logic Report 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 amp Shelf Logic Trial Version This is a Trial Version of our software It has no time limit but is limited to our database You can enter up to 3 additional items to the database Ifyou have just purchased this program click the Register Program button below to register and turn this into a fully functional version Continue Register Purchase with Trial Program Software Figure 1 The Registration Dialog Box e If you are using Shelf Logic as a trial version then click on the Continue with Trial button e 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 e 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 e You can click on the Cancel button to exit the program 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 ou
37. lting graph can be rotated at any angle using the mouse Getting Help About This User Manual 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 E 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 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 Online Help The Shelf Logic Help file incorporates the latest features of a Windows Help System Online Help can be accessed from inside Shelf Logic Report by clicking on the Help Menu The online Help System provides step by step How To instructions
38. n Name Browse Heading Font Report Desc UPC Code F ace Width On Plan UPC Code Total Width Ascending Print Totals and Subtotals Only M Remove Duplicate UPCs Figure 36 Using a Built in Function We don t need subtotals on the UPC Code column since our Face Width On Plan function gives us the subtotal for each group of similar items so it was set to No for the group When run the report looks like UPC Code Width Total Width 111113 5101 11 30 45 20 125075 5073 9 40 18 80 Figure 37 Report with Built in Function The UPC Codes are listed once The Width column gives the width a single face The Total Width column which is our built in function gives you the total of all faces with the same UPC Code The bottom line is that when removing duplicates you have to decide if information is for a single facing or all facings on the plan and use the appropriate field or built in function 49 50 Section 6 Report Dissected Let s look at the included reports to get an idea of how they work and how to build reports Product Listing Report VVe ll start with the Product Listing Report Here s what one looks like amp Report EES Product Listing Shelf Key Item No UPC Code Description Faces Side Stk Hook D 1 15528 714630 155286 Self Fastner Bib 1 1 70 12 D 2 15528 714630 15528 Self Fastner Bib 1 1 70 12 0 3 15528 714630 15528 Self Fastner Bib 1 1 7
39. nt Decimals Graph lt Ui Print Totals and Subtotals Only S s A aoe Exit M Remove Duplicate UPCs _ Seve Save As ais _Greph Ext Figure 41 Space Analysis Report definition screen Let s look at each column of the report in detail Column 1 Facings The first column tells you the number of facings for this UPC Code This is done using the built in function Face Qty On Plan which gives you the number of faces on the plan for a particular UPC Code Note this is the number of facings not the total number of product stacked behind a facing The report is sorted in descending order by this column This ways the products with the most facings are seen first Column 2 UPC Code This is a field from the item database the UPC Code field The report is sorted by this column but sorted within the facing sort Column 3 Item Name This is a field from the item database the Item Name field Column 4 Qty This gives you the total number of products on the plan for this UPC Code This of the number of facings multiplied by the number of items stacked in each facing This uses the built in function Face Item Qty On Plan which gives you the total qty on the plan for a particular UPC Code 55 Column 5 Linear Feet This column tells you the number of linear feet taken up by all product with this UPC Code Linear feet means the number of feet touching the shelf if the item is on a shelf If you hav
40. nthesis For example Section Width is the width of the section in which the faces resides Section Width 3 is the width of section three Section Function List Section Width This is the width of the section in inches or cm Section Left This is the distance from the left edge of the plan to the start of the section Section Shelves This is the number of shelves in the section Section Faces This is the number of faces in the section 35 Shelf Level Functions Some shelf functions can be for the current shelf or for a specific shelf By putting the shelf number in parenthesis you can specify one shelf If not the shelf on which the current face resides is used For example Shelf Width is the width of the shelf in which the faces resides Shelf Width 3 is the width of shelf three Shelf Function List Shelf Nbr The shelf number in which this face resides Shelf Width This is the width of the shelf in inches or cm Shelf Height This is the height of the shelf in inches or cm Shelf Depth This is the depth of the shelf in inches or cm Shelf Left This the distance from the left edge of the plan to the left edge of the shelf in inches or cm Shelf Top This the distance from the top edge of the plan to the top of the shelf in inches or cm Shelf Section The section number in which the shelf resides Shelf Thick This is the thickness of the shelf in inches or cm Shelf Area
41. on Shelf Width gives you the shelf width for the shelf on which the current face resides So let s say the first face of the plan resides on shelf 1 Shelf Width would give us the width of shelf 1 If you want the width of shelf 2 you would use the function Shelf Width 2 The final function as used will look like Shelf Width 2 When used at the section level you can indicate a specific section When used at the shelf level it indicates a specific shelf When used at the face level it can indicate a specific face Faces have additional arguments You can put the letters UPC followed by a UPC Code Instead of the current face information about a specific UPC Code can be used You can also use the word KEY followed by a key number For example Face Width UPC 1982730 9928 gives you the width of the face with UPC Code 1982730 9928 Face Width KEY 43 gives you the width of the face with a key number of 43 When used in the Field Grid the function would have a sign in front of it and stat and end with characters So in the Field Grid Plan Face Cube would be written as Plan Face Cube In order to make the functions more readable we will leave out the and characters 31 in the list of functions They will be shown in examples however so you can see exactly how to use them 39 66 39 66 There is a 5 group that doesn t start with plan
42. oppy disk zip disk tape or network drive before running the remove program You will need to transfer these files to the new installation From the Windows Start Menu select Shelf Logic Report Move Shelf Logic Report will be removed from you computer and a removal code will be displayed on your screen 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 Report 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 Report DR DS Reinstall Shelf Logic Report following the instructions at the beginning of this section Copy your data files to C Program Files Shelf Logic Report DataFile Copy your image files to C Program Files Shelf Logic Report Images Copy your zipped Reader files to C Program Files Shelf Logic Report Reader 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 10 Section 3 Getting Started Starting Shelf Logic Report Once installation is complete you may begin using and learning Shelf Logic Report From the Windows Start Menu select Programs then the Shelf Logic Report Program Group Click the Shelf Logic Report icon to r
43. ost of all similar items on the plan Column 9 Retail Value This column gives us the total retail value of all product with this UPC Code For this we use a formula which multiplies the total number of items for this UPC Code by the retail cost of an item For this we a built in function Face Retail On Plan which gives us the retail price of all similar items on the plan Column 10 Profit This is the potential profit for all items on the plan with this UPC Code This is done using a formula with two built in functions We use the Face Retail On Plan function which is the total retail value of all similar items on the plan and subtracts the Face Cost On Plan function which is the total cost of all similar items n the plan The result is the profit amount for all items having this UPC Code Here s the formula Face Retail On Plan Face Cost On Plan Column 11 Percent of Space This gives us the amount of cubic feet taken up by all similar items as compared to the total cubic feet of all items on the plan This is the percentage of space taken up by this UPC Code For this we use a formula that compares the space used by this UPC with all items The Face Cube On Plan function gives us the total cubic feet taken up by all items with this UPC Code This is divided by the Plan Face Cube function which is the total cubic feet of all items on the plan This is then multiplied by 100 to get a percentage Here
44. r 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 http www shelflogic com register htm 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 Report 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 Moving Shelf Logic Report Please follow these instructions carefully in case you need to move Shelf Logic Report to a different computer or reinstall at a later date 1 Copy the DataFile folder Images folder and Reader folder to a removable medium fl
45. s the formula Face Cube On Plan Plan Face Cube 100 Column 12 Percent of Profit This gives us the amount of profit of this UPC Code compared to the total profit of all items on the plan For this we use a formula with several built in functions First we get the profit for this 59 UPC Code by taking the total retail value of this UPC Code the Face Retail On Plan function and subtracting the cost of this UPC Code the Face Cost On Plan function Then we get the total profit by taking the total retail value of the plan the Plan Retail function and subtracting the total cost of all items on the plan the Plan Cost function We then divide the profit for this UPC Code by the total profit and multiply by 100 to get a percentage Here s the formula SFace Retail On Plan SFace Cost On Plan Plan Retail Plan Cost 100 60
46. th Height 144 We ve done it both ways to compare and put it next to the original formula giving square inches 43 amp Untitled Plan Name Browse Heading Font Report Desc Field Width Height Width 4 12 Height 12 Width Height 144 Heading Area Square Inches Area Square Feet Area Square Feet ram Print Totals and Subtotals Only S s As III M Remove Duplicate UPCs S ida Ss a Figure 30 Getting Square Feet from Square Inches Notice the original width x height and then 2 ways to get square feet When run the report looks like Area Square Inches Area Square Feet Area Square Feet 194 35 1 35 1 35 194 35 1 35 1 35 164 70 1 14 1 14 164 70 1 14 1 14 63 92 0 44 0 44 63 92 0 44 0 44 60 02 0 42 0 42 60 02 0 42 0 42 61 00 0 56 0 56 Figure 31 The Comparison of Square Inches to Square Feet 44 Using Parenthesis in Formulas Parenthesis can be used to group expressions together in a formula suggested retail cost suggested retail This formula uses parentheses to group the subtraction operation so it s done first That result is then divided by the suggested retail field 45 Section 6 Report Basics Here are some basics to creating reports Include UPC Code First since the report goes face by face through the plan you will probably want to display the UPC Code to identify the face And you will probably want to sort by the
47. ton You can print the report and chart graph to the screen or printer Information the grid can be changed so fine tune your report The Save As button can save this report under another name so you can use it to start off a similar report 12 When modifying a report the grid will be filled in with the report information When you run a report you won t see this window at all How a Report Works When you run a report it goes through each face on the plan Each line on the report is another face If there is 20 faces on a plan the report will have 20 lines assuming no totals subtotals or groups and you haven t checked Remove Duplicates UPCs and Print Totals and Subtotals Only At the top is the Plan Name field If this report is associated with a particular plan you can enter its path and name here or click the Browse button to look for it You can leave the Plan Name field blank in which case it can be used for many different plans Before the report is run you will be asked for the Plan Name for that particular report run 13 Section 4 Creating a New Report New Plan To create a new plan click on the first button marked New and you will see the following window It s called the Field Grid window amp Untitled ES Plan Name Browse Heading Eont Report Desc T Suppress Details Chart Save Save As Bun Exit T Remove Duplicate UPCs
48. un the program or double click the Shelf Logic Report desktop icon amp Shelf Logic Report Writer Jay Shelf Logic Report Writer Create a New Report Modify an existing report Run a Report Exit the Report Writer Figure 1 The Main Screen There are 4 choices that let you create a new report modify and run and existing report run an existing report and exit the Report program 11 Overview You can create a report for any Shelf Logic plan You don t have to worry about the database since the plan selected knows what database to use You define the report column by column You can use a database field or create a formula or use the built in functions Once a report is defined it can be saved and run or modified at a later time When you create a new report or modify an existing report the Field Grid window is displayed as shown below amp Untitled x Plan Name Browse Heading Eont Report Desc gt TF Print Totals and Subtotals Only S aan R aaa Exit M Remove Duplicate UPCs ii di 2a s Figure 2 The Report Grid The columns labeled 1 2 3 etc represents columns on the report For each report column you specify the field or formula the column heading number of decimals places etc Once that is done you can save and run the report If you have indicated that one or more columns is to be charted on a graph you can click on the Chart but
49. vel Functions are a little different than the other The face information is for the current face on the plan being reported Some face functions can be for a specific face instead of the current face So you can use a face number in parenthesis In addition to a face number here you can use the items UPC Code to specify a face You can also use the face s key number to specify a particular face For example Face Width is the width of the face in which the faces resides Face Width 2 is the width of face 2 Face VVidth UPC 123456789 0 is the width of a face with UPC Code of 123456789 0 Face Width KEY 2 is the width of a face with Key Number of 2 38 Face Function List Face Nbr The face number Faces are numbered according to which was placed first second etc Face Left This the distance from the left edge of the plan to the left edge of the face in inches or cm Face Top This the distance from the top edge of the plan to the top of the face in inches or cm Face Side The current side of the face 1 is front 2 is side and 3 is top Face Hook For a peg item this is the peg hook length in inches or cm Face Stack This is the number of items stacked in the facing Face StackMax This is the maximum number of items that will fit the facing Face Width This is the width of the face in inches or cm Face Width On Shelf This is the total width of all faces with the same UPC Code Fa
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