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1. Tropicana Marinades Change Fields In the figure below we show the UPC Code followed by the Item Name 160 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 amp Planogram Viewer Fields Sort Group Level 1 Category i Sort Group Level 2 Vendor Name Cancel Sort Group Level 3 Sort Group Level 4 v DisplayField 1 JUPC Code Display Field 2 fi ltem Name You can select any 4 grouping fields and any 2 fields to display 161 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 prop
2. 100 100 100 100 8 8 50 50 50 50 50 3 81 in cm in whole numbers or decimals in cm in whole numbers or decimals Whole numbers Currency Currency Currency 0 Units 1 Tray 2 Case 3 Display User defined alphanumeric Whole numbers or decimals User defined alphanumeric 1 single hole hook 2 double hole single hook 3 double hole single hook with label 4 double hole Rounded wire 5 double hole Rounded wire with label Whole numbers or decimals Whole numbers or decimals Reserved for program Current date will automatically be inserted No entry required Windows color as long number Windows color as long number Enter a number from pattern chart Path and name of image file Path and name of image file Path and name of image file Path and name of image file Path and name of image file Number in Shape List Path and name of shape image file Transparent background color or 1 if none in cm in whole numbers or decimals User defined alphanumeric User defined alphanumeric User defined alphanumeric User defined alphanumeric User defined alphanumeric Current unit of measure will automatically be inserted No entry required Pattern Chart Use the following chart to enter patterns 1 2 3 6 NZ G 2 9 b e c Figure 9 Pattern Chart Pattern Saving the Export File When the Excel file is completed Select File Menu Save in Excel You will receiv
3. Perrier With Lime Front Unit No No ge Load Queue Save Queue Scroll Dn gt Defaulrs Space Between Placements Side Front 7 Horz Cap No Fixed Spacing Merch Style Unit 7 Vert Cap No 7 Variable Spacing 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 amp paste information into it from Excel etc You could use Excel to sort the products the way you want and then cut amp paste the Item Name column or any field column into this 193 RIP3 Processor X p OK Field Used for List JUPC Code Avail 3 Horz Vert Scroll Cancel Space Side Merch Style Cap Cap Up Perrier With Lime z Load Queue List of products to place Save Queue Yoo Hoo Quaker Life Cinnamon Vive Cereal Scroll Hellmann s Mayonaise m amp Salty Snack Bars Dn gt m Defaulrs Space Between Placements Side Front 7 Horz Cap No C Fixed Spacing Merch Style Unit Vert Cap No C Variable Spacing In the example above we have cut amp 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
4. The Copy Command Hot Button Copy Menu Edit Copy Keyboard Shortcut lt Ctrl C gt 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 lt Ctrl V gt 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 145 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 lt Ctrl gt while dragging the selection to a new location on the planogram As you drag the original selection stays in place
5. 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 e pnl Contains information about the items in your plan e PNR Contains information about the plan layout If you have done manual Key Numbering you will have this file e PNK Contains information about Key Numbering If you have notes for a plan e PNN All of the Notes for a plan Each database will have one file e mdb Database file If you have saved a filter e FLR Contains item filtering information for each filter saved If you have created and saved Smart Plan Setup files e SPS Smart Plan for Shelves Setup file e SPP Smart Plan for Peg Setup file If you have imported or exported your database e csv Excel import export files If you have imported or exported your Sales Quantities File e csv Excel import export files If you have saved your plan as an image e BMP Plan Image JPG Plan Image 338 If you have created readers files for use with Shelf Logic Enterprise Edition Reader Software the zipped files will be located in the C Program Files Shelf Logic Enterprise Edition Reader folder e 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
6. When this is selected The Notes Dialog Box will appear as shown below 242 amp Notes Cancel Outline Color B Change Color Font Arial apt Fill Color Bi Change Color Change Font Change Color 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 243 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 del
7. 8 24 4800121348 Haelimann e Real Mayonales Zor 6 Front 3 30 88 482 8 580 Se30 00 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 328 Page Size 8 5 11 for Canon MP600 Printer Letter Letter Small Tabloid Ledger Legal Statement Executive M V Repeat Last Page art A A 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 329 Presentation Manager Lock Lines 448 x 580 Object Properties Report C Program Files Shelf Logic Enterprise Edition Reports Produc
8. 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 5 ImageWorkShop Crop Auto k Less More Tolerance TSR Biy Undo Redo Brightness Start Over Contrast Sharpen DP nie Zoom ReSize Auto See 10 Color Balance Saturation aiddi 10 Less beds Zoom to Fit Compression Zoom to Normal 180 x 276 037000066897 jpg 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 Crop Auta Lest Wors Tolarante 3 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 Brightness Contrast Sharpen Resize Auto o De E Pee oea Color Balance Hue Saturation Ji 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 capt
9. UPC Code B Item Code C SKU Code D Vendor Code E Vendor Name F Item Name G Item Type H Category I Sub Category J Sub Sub Category K Category Role L Strategic Role M Lifestyle Stage N Description O Unit Width P Unit Height Q Unit Depth R Unit Units S Unit Cost T Unit Sell Price U Unit Retail Price V Tray Width W Tray Height X Tray Depth Y Tray Units Z Tray Cost AA Tray Sell Price AB Tray Retail Price AC Case Width AD Case Height AE Case Depth AF Case Units AG Case Cost AH Case Sell Price AI Case Retail Price AJ Display Width AK Display Height AL Display Depth AM Display Units AN Display Cost AO Display Sell Price AP Display Retail AQ Alternate Width Required Max Characters 80 25 25 25 25 50 50 E9 50 50 50 25 25 25 50 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 Required Format Data Type Must be a unique number for each item User defined alphanumeric User defined alphanumeric User defined alphanumeric User defined alphanumeric User defined alphanumeric S Shelf Item P Peg Item I Sign Item User defined alphanumeric User defined alphanumeric User defined alphanumeric User defined alphanumeric User defined
10. 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 lt Alt S gt 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 b
11. gt is absent the first Current UPC Pointer points to the first UPC in the Queue 177 The UPC Codes in the Queue are listed one per line On the 6 line you see a gt character 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 BRP Queue OO UPC Code 4150880012 A OK fone per line 4150980012 1600027519 a canca 1600027519 1862783100 gt h 862720001 1862720001 1862720001 Clear Queue 1862720001 4157006827 I Fil Plan End of Shelf Code F Create Shelves Shelving Shelf Thickness Shelf Depth Load Queue Save 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 gt character Then place a gt character before the item you want next in the Queue RIP Queue amp Yy UPC Code gt 4150880012 OK fone per line 4750880012 Cancel Load Queue Save Queue Clear Queue iv I Fill Plan End of Shelf Code F Create Shelves Shelving Shelf Thicknes Extra room Above Faces Shelf Depth Shelf ID 0 178 In the Queue window above we ve erased the gt on the 6 line and placed a gt before the UPC on the first line After you OK the window the Queue will start
12. 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 200 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 i File Edit view Face Floor Fixture Tools Sales Reports 4 hk Arrow Magnify Down Magnify Up a Smart Shelf J Next Location Item Key Numbering Keystroke Manager RIP Processor RIP2 Processor RIP3 Processor You will see the Layer Manager Window shown below Select Layer ___ Delete Layer New Layer Rename Layer __JAddtoLayer Save Layer Take from Layer _ Load Layer The Layer Manager Window sits on top of the plan window as shown in the figure below 201 at
13. Keyboard Shortcuts Some frequently used commands can be executed directly from the keyboard by holding down lt Ctrl gt or lt Alt gt 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 lt Ctrl letter gt 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 lt Ctrl I gt Add Items to RIP Queue lt Ctrl A gt Product Information lt Ctrl M gt File Save lt Ctrl S gt Open Existing Plan lt Ctrl O gt Show Guidelines Turn off Guidelines lt Ctrl G gt Show Peg Holes Turn Off Peg Holes lt Ctrl H gt Show Photos Turn Off Photos lt Ctrl T gt Show By Quantity Sold lt Ctrl Q gt Display Setup lt Ctrl D gt Undo lt Ctrl Z gt Redo lt Ctrl R gt Cut lt Ctrl X gt Copy lt Ctrl C gt Paste lt Ctrl V gt Find Items on Planogram lt Ctrl F gt Zoom In F8 Zoom Out E7 Print Planogram lt Ctrl P gt Scroll Forward through Product Information lt Alt D gt Scroll Backward through Product Information lt Alt B gt Exit Shelf Logic lt Alt F4 gt Copy Selected Area 21 lt Ctrl Drag gt 22 List of Menus amp 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 pla
14. Lets you rename fields to another field name 23 View Menu Display Views Setup Zoom 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 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 Display Setup Displays plan setup window Auto Format Lets you configure the Auto Format feature Grid Setup Lets you specify grid options Sn
15. 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 235 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 at Preferences Options Database Defaults Printing On Screen Product Selector Product Display Information Enter up to 3 lines of information that will appear on the item when printed First Line of Display Desc v Font Second Line of Display UPC Code v Font Third Line of Display lt None gt Font Enter the field name that will appear on the item on screen Field Name upe Code Font V Transparent Background for Field Name Key Number Display Information Enter if the Key Number should display and what font will be used Key Number Display Key Number oan V Reduce font size to fit in box to a minimum size of fo points OK Cancel Figure 30 Preferences Printing
16. Specify Sales Data 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 260 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 261 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 262 Group Analysis Report The 2 tab on the Visual Report Properties has the Group Analysis report as shown in the figure below amp Visual Rep
17. Sub Category Butter Item Color Sub Sub Category DN User Fields Brand Land 0 Lakes Strategic Role po Category Role zl Lifecycle Stage fo 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 e use lt Tab gt to move forward one field e use lt Shift Tab gt to move backward one field e 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 amp Product Information C Program Files Shelf Logic Enterprise Edition Samples Dairy MDB ltem Name LOL Margarine Sticks r Product Type Unit of Measurement m Merchandising Style Shelf C Peg C Sign English in C Metric cm Unit ack Fwd Avg Cost Avg Sell Avg Retail Width Height Depth Pack Eff Date Price Save unit 4a700 4870 1400 1 ae sof na tray 19 4000 a870 S600 16 sof sof soo Case 134800 a740 aan ef sof sooo soo rhe Display 146100 48700 14000 3f sof sooo 0 0 ex Attemate 125000 46700 20
18. 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 322 Move Page The Move Page option lets you move the current page before any page as shown below Insert Page Duplicate Page 323 Swap Pages The Move Page option lets you swap page Enter the pages to be swapped as shown below Insert Page Mave Page Duplicate Page 324 Duplicate Page The Duplicate Page option creates a duplicate of the current page and puts it after the current page 325 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 amp Run Presentation Report Presentation Report Name i i Browse Cancel Destination C Print C Image File C Print Preview 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 yo
19. YOUR PUAN pec iaro nesans ag een one E EAER 119 OA AITA TEE E A TAEI 119 1 Adding Products Using the Product Selector Windows csscccccceesseceseenseceeeesseceseessees 121 Placing Items On Shelv s ns tovtss ashes anethosans aa a ai eas E a o aaa 133 Pl ing Items on Hooks arerioen aa a aa ra o E a aE aias 134 Peo TO Cl Sc piecetsuae tea a O a a a a as 139 Clip Strips raa e E A E A E EE aac een 141 Merchandising SIVICS doseccestearnitarctesrehsiubatatincesestctentlevducgealtasbottelatenn tovesidautocasheusbariamaateniaes 143 2 Adding Products by Double Clicking the Selector Windows 1 ccccsscccccesssseseeetsseseenees 144 3 Adding Products by Dragging from other Plan Windows o ccsccccceessececeessseeeeteesseeeenees 144 4 Adding Products by Using Cut Copy Paste siiiic cots uasiasctheaccataaa nie tesserae tedtativeeas 145 De Duplicating Produts crates e cccgaatadi prviukesdaatind easCakaartiaeteeueen dau eveelaa 146 6 RIP POC CSS OM tices eatin n wasise O A sisi dase AEE EER EN AAE 146 Selecting LECTIN cecenii OI acs E eek i a E Re eee ine a 147 Flipping and Turning ems riesenie En E E EEEE EE E E EA een 149 Nesting temsa snena e a AEA E O TAE C E A A nce ates 152 Moving to the Next Previous TE CII sires Sac aaiak falas saline tens Sania Sade Sade pias ds dea Uibaoatmad a areas 152 Stacking Multiple Items in a Single Facing ssaciccessccisosadsscacdiedssetsatsavacdendisctedsadvcsiassetl avian 153 Product PosSiti nSs cousked aee
20. 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 format
21. 220 The N dg Commandos niiina eaii aer ii a i ai ia 222 Snap Lo CUNT esinen nan a a e aaa a a a a a aaa aos 223 SECTION 9 DISPLAY OPTIONS ssessoesoossessoesocssessossoossessoseoossosssssoossosssesoossocssessossosssessose 224 VIEWS aar eaea eiee hee ei ag aea e aae a ae a a ats Pate ag Girth Gel ts 224 Front View ait it iea KE EE A Di St E E R i ald del 224 IEI WLC EE E E A E T A A A AT 224 SAE VIEW tea E E E a a E a 225 Cr ss Section View daenna E A A A AEE A AE AE ait 225 o DAVAT AEE EE A EEEE A E E OTE NEE ENE 225 VIEWING OPTIONS hie hc ic ite aE ee hee E E ER EE EE E AIRESE EEA 226 Customizing the Screen Display ssssessseesseessssesssressessseresssessseesseessersseeeseeessseesseesseesseeeseees 226 FEOATING TOOLBAR seci ioste rt ea gn AE Ah alee ain S eE EE E 229 SECTION 10 OTHER FEATUREG ccssccssssssccssssossenesconscccesscssenecsonscssosscossenessonscosesscoecs 231 Undo TORIC ala Reh Die icra Ns E E E E RR A E BD Lic ER E ae Sod Ri 231 Redo sen E E ana aura sania Lal ann posan E NE vaya Loin EE lena ES 231 Plawlnform ti oanet adh uae Roe da isnt Cale Dinka T Dinan ce eed ashes REE ates 232 Versi n Information acsearle ah Sears aaa cesta Sela Sy a abana aaa 232 PREFERENCE Ss a5 eGo tte the ae ile ed eae Ge Cll NE aed Ti 233 The Options Tabirin ena t e a a aetta a ei a ia 233 The Database Defa lts Tab niren a tilda es 235 The Printing On Sereen Tab sdeructaise ciot dn taipei araa aa aaia aaia 236 The Product Selecto
22. 23 IDIO EEN La 1 RENA CRN E E CEPT EEE CRITE CCT TTT RARE EEN RC UT Maye E ORL PE ECCI aE 23 View MONI sees a n Bie E Ri da oa Sam ERLE i Oa Bhd EN abs Cis ebb 24 PCO MENU siccsicecs is eves cist ask bas eased Leet ceases bales as Selassie ods ee E Dh east Westies 26 EDX AUT CMA ON Ub so oa cise Sc the aaa ok Ge seis aa Eee G Sa Cals E NESE ED EERE EER Sis 27 TOOLS MCN U3 25s E Sa TSS ORFS GEE 0 IRR S EG BEE EEE PE EERE 28 DALES MCN Halec a teases cas chet cies dod da dase Come Sekdk AGORA ORC EA dg Ue SEES EEE 28 Report NICH U senses lea ria aided a EA R E a laa iacasks Sed ER A es 29 Help Menuer en aa E E eda asec ase aden eens ees a 29 SECTION 4 DATABASE SETUP e sssececsseceessccecssececsscceceesscceesseceessececssccsecsssseceesseceesseceesses 30 CREATING THE DATABASE morie NE ER R O R AAA R RGR 30 ENTERING ITEMS INTO THE DATABASE sssssessssessssseesssseresssereesseseesssseesssseresssrreessereesssseesssseesssset 31 Product Information Forma r hires arate E E 31 Produ tInformation CUPL karaone an ae E e tends AAAA EOE ERS EA 36 ltem TYPES tinsen i a a inea Ai aa aeaa e a i EO A aE aE iA 42 PUTTING PHOTOS INTO YOUR PLAN iesisgesstteeedets wate deieeen dik sisine siui asiaasi 43 Image Fief ONO o ne i e R A E A R A EEA O A 43 Transparent ya anen a tia etal a a a a a Ta Soa 44 Thiee Sided Image SUPPOT ssie E EE se aa 44 THE IMAGE WORKSHOP lienee geing eiin a e or sei a g a eii sia 45 Croppin i en eier i e ei i a a i a a a eRe DOR dine
23. 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 at Add Shelf Shelf ID Std 1 Thick Shelf Add 1 Shelves Toa Segment Number 1 T Floating Shelf Lenath 48 Inches n Height 12 Inches Set Default Depth 12 Inches Thickness 1 inches Add to Library Shelf Angle 0 Dege Remove from Distance from Bottom Inches Library Peg Area Height 0 Inches User Fields Name Manufacturer 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 amp Add Fixture Fixture ID New Fixture OK Cancel C Basket Rod Pallet Fixture Type Chest Hanging Bar Save to Fixture Library Fixture Name Part No pi Delete from Description Fixture Library Vendor Dept Ven Part No Cost Dimensions arein Inches cm Width Base Height Height Wall Thickness Depth Merch Height Fixture Color User Fields 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 a
24. 67609 64 70 79848 39 37024 65 137016 86 131474 98 Report Desc Graph Print Export to Excel Close There are several options available on this window 293 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 180 000 00 160 000 00 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 294 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 QI Category Managment gt g amp l Configure Category Mgmt Visual Sales Reporting Run Category Mgmt Report Import Sales Data E View Category List s Setup ae ict a dh Chart Zi enas v caer Sub Category Sub Sub Ca
25. 7 User Desc 8 User Desc 9 User Desc 10 User Desc 11 User Desc 12 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 Label User Value 1 User Value 2 User Value 3 User Value 4 User Value 5 User Value 6 User Value 7 User Value 8 User Value 9 User Value 10 User Value 11 User Value 12 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 Product 1600027519 Change Labels amp User Fields x J True False 1 J True False 2 J True False 3 I True False 4 I True False 5 I True False 6 J True False 7 I True False 8 J True False 9 I True False 10 I True False 11 P True False 12 I True False 13 P True False 14 I True False 15 P True False 16 I True False 17 P True False 18 I True False 19 P True False 20 OK Cancel 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 Product 1600027519 a Change Labels Tusia Gptiond m Option Label 1 m Option Label 3 amp User Fields X C Dption1 C Option 2 Option 3 Option 4 Option 5 m Option Label 2 C Option 1 C Option 2 Option 3 Option 4 Option 5 Option 1 C Option 2 Opt
26. FROM A PREVIOUS VERSION secsalseeccccsesscatecseasecedaey2asdceeastsceneidateasvadedaddepseasdaccdbaa s 13 MOVING SHELF LOGIC ENTERPRISE EDITION s scssessessessessesssssssucsecsucsecsusescsesassassnesessucsecaneeveaes 13 Reinstalling Shelf Logic Enterprise Edition cc cccccccscsssssssssssesssvsseesssvesessesvesessesvessssessesssnees 13 SECTION 3 GETTING STARTED eesseseesseseessssececssceceessocecssccsecessseccesscoceessccecsssseceesseceesseceess 14 Starting Shelf Logic Enterprise Edition c cccc cccsccscsscssssvssessesssseesssessesssvesssussvesssssvesssnssveaesees 14 OVERVIEW ara pini e See ae Re aE T RE tr ea RT EAE RM ee nr en ree err 15 Cap biliti s ics ccacsa nda iar E a Ha yids ea ee aia 15 PUM SCONES s a e a aa a a a a a iad a a a i 15 SCREEN ELEMENT Sere a A EE E Sitar heat La E A E REESE 16 MUI WAND OW a a a a a RES I EEEE 16 RULERS ena a aa edd tans a a a aa a aa o aaan 18 HOW TO EXECUTE COMMANDS iveisise cettadedaccsacastecdaneseddieisiesiad a a T a a aeaiia 19 Men s carea Maa a a a aA casa A a E at en oes 19 FT OU BUtt ONS E E AE E AE EEEE E E E AEE 19 Shortcut Menus Right Mouse Button sssssoseesseseeensseseosseeeessssessssseesssseresssereesseseesssseessssee 19 Double Clieking an Objectoriented tha Eo kN eaaa iisa 20 Drar and Drope a E EEEE E R REE E T T E E e Pee 20 Keyboard Shotic ls eiae nnp AAO ER e Ar A OE A E aN 21 STOF MENUS amp COMMANDS ordan a aa a aS aa a aaa aai 23 Fe Me ee RR REPS PE re Se Teo ARSE
27. 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 Open Plan File Look in Samples c ea B Demo Plan Dairy PNR Demo Plan Freezer PNR My Recent Demo Plan Gondola PNR Documents l Demo Plan Grid Wall PNR 3 Demo Plan Lamps with Risers PNR Demo Plan Pallet Rack PNR Desktop gt Demo Plan Slat Wall PNR gt Fixtures PNR rw l merch styles PNR RIP_Example PNR My Documents My Computer D My Network Files of type Enterprise Edition Plan files PNR Cancel Pl pic Open as read only 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 335 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 you
28. 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 amp Add Fixture Fixture ID 5 x 6 Basket v New Fixture Cancel Basket C Rod Pallet Fixture Type Chest C Hanging Bar Save to Fixture Library Fixture Name Part No py Delete from Description Fixture Library Vendor O DeD Fixture Color Yen Part No fF Cost j0 Dimensions are in Inches cm User Fields uu Width 5 Base Height fi Height 8 Wall Thickness 0 125 Depth 16 Merch Height 7 5 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
29. 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 317 Image Properties Image Properties Transparent Color Top 123 Width 147 Left 15 Height 95 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 318 Plan Property Properties Plan Properties Justify C Left C Right Center Background Color Top 0 87 Width 80 36 Left 15 85 Height 3 62 Right 96 20 Bottom 4 482 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
30. Horizontal Facings Fill 3rd Vertically If Product Faces Won t Fit C Don t Place Place as Many as Possible Shelving F Create Shelves 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 188 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 Fill 1 Vertically Fill 2 Stacked Fill 3 Horizontally 189 Fill 1 Horizontally Fill 2 Stacked Fill 3 Vertically Fill 1 Horizontally Fill 2 Vertically Fill 3 Stacked 190 Fill 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 191 Rapid Item Placement 3 Our third RIP fills up
31. 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 New Database Save in gt Datafile n p A Jitem mdb f AI y My Recent Documents My Computer File name z 9 My Network Save as type Access Files mdb Cancel Places 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
32. 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 1 2 inch and the pegholes are an inch apart So the top of the product is 2 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 1 4 inch This means that the actual hook is 4 inch above the peg hole on the backboard In the figure below you can see that the top of the product face is 14 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 b
33. Only 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 156 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
34. Options sivecscincecsatiavctingsstiaeia natin ian ainda ea 275 CATEGORY MANAGEMENT REPORTS ss sssesseeseseseeresseseresressesstertresseestsstessetstsstenseeseeseesseeseeseresee 287 Configuring Category RepottS neessseeeessssesssssesessseseesseseessoseesssstesssseressseeeessereesssseesssseees 287 Running the Category Report cnciactiiveaas i isaeeaseaieisen a aehia ieee ceases 292 SECTION 13 REPORTS seessessoesesssesoossoessessossocssessossocssessossooesessoessossossoesoossosssessossocssesssse 297 GENERATING AND PRINTING REPORTS sseeeeseeeseeseeseteresrerserstestesseestesessresesrrsstesseseresresseseet 297 STANDARD REPORTS ie eien r e a Olean ead a a 299 Schematic TisStin isre E A AE A E AA E A S 299 Product EUS pesii ake A A A a A a e aata i a 299 Space Analysis FCI OV Es seei i das duced cs CARE Meh tl a ND le elon Ea 299 IRITA A EA IA sh saat sat causes A saves A ogusneaateaeetiaadens nbzeadact cuts 299 PECTE IE VICIAN sich eects tod emia a ware Miata heats oldl i tard ade e a sdtectinas 299 ltem File SUI ysis Fins ahs Biss ove nis av het de ace enna eins Gants 299 CREATING CUSTOM REPORTS a e e E Re Oe Gea 300 Export th Plan File to ENC N 2 SiR ten Eli ia Si lata ees dss iaiia 300 Custom Report WHET sis tice hravieeeet Geeta Ua aaah ie ea etc ee a a 300 SECTION 14 PRESENTATION MANAGER ccsssccssscccsssccesseccssssccsssccssescssssscsssssees 301 CONFIGURING A PRESENTATION REPORT 22c 4 c2 cech deccsadvcgndee
35. 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 186 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 Fill 1 Vertically Fill 2 Horizontally Fill 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 Fill 1 Vertical
36. SHELF LOGIC ENTERPRISE EDITION English c program files shelf logic enterprise edition samples demo plan dairy pnr Bax i File Edit View Face Floor Fixture Tools Sales Reports Window Help HMA EE IN EEN A 00 E N io FF 28 Report writer g ii lees B AME io Taa Aion aE SS E ayer Manac Ct aN ila E A Ae Setup OB amp S BEE Choose Plans eG fx i m b BE LS BS Sy Peg tenth QQ 123 Llasa i GF bed 5 86 6 2G gt AE Export Plan m l 8 ian ee Large Eggs LargeEggs Large Eggs Large Eggs W Large Eggs LargeEggs Large Eggs Large Eggs i Large Eggs LargeEggs LargeEggs Large Eggs l Select Layer __ Delete Layer New Layer ___ Rename Layer l Add to Layer __ Save Layer Take from Layer ___ Load Layer x 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 202 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 jlayer Manager SelectLayer__ Delete Layer __ NewLayer __ Rename Layer ___ Add to Layer ___ Save Layer Take from Layer _ Load Layer You will then be asked for a
37. 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 Ne 1 2 3 4 5 6 7 8 9 in Click and Drag to change 1 the rulers starting point 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 Rul
38. Top Inches Merch Style for this plan only 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 amp Plan Setup Dimensions Segments Segment Spacing Upright 4 00 96 00 Inches 11 0 00 Inches Inches Thickness nenes Canca 0 00 Inches 12 0 00 Inches Inches os Set Default 0 00 Inches 13 0 00 Inches Inches prg 0 00 Inches 14 0 00 Inches Inches Change Color 0 00 Inches 16 0 00 Inches Inches User Fields 0 00 Inches 17 0 00 Inches Inches 0 00 Inches 18 0 00 Inches Inches 0 00 Inches 19 0 00 Inches Inches 10 0 00 Inches 20 0 00 Inches Inches 1 2 3 4 5 10 00 Inches 15 0 00 Inches Inches 6 7 8 9 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 segmen
39. Transparent Color H box ipg Black 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 Color Selector O OoOo M Color Selector Fill Color Change Color Cancel E Outline Color ha Change Color Pattern B lINAHE 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 sampl
40. 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 305 For our new object we ll select Plan Front View as shown in the figure below Presentation Manager m Lock Lines 448 x 580 Object Properties Object Type Plan Front View X m Printed Plan Properties Show Photos Show Key Numbers J Show Item Text Show Boxes in Color I Show Ruler F Show Dimensions Show Heading Print Sections Print All Sections C Print Sections Top 1 width 50 Left 1 Height 50 m Page Size 8 5 11 for Canon MP600 Printer Letter Small Tabloid Ledger Legal Repeat Last Page r Page Orientation Portrait C Landscape Undo Lock Lines Line Line Co _tocitines cine tine con Paene Add Add Duplicate Load Save preview Done Lock Objects lt Obj Obj gt Pase Insert Pa Delete Pa Object Line Object Layout Layout Notice on the right side is a list of
41. 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 Magnify Down Magnify Up Grab 4 Smart Shelf d Next Location ItemKey Numbering gt RIP Processor RIP2Z Processor You will then see the RIP3 Processor screen shown below Field Used for List UFC Code List of products to place l Side Merch Style P a pil cma Load Queue Save Queue Defaulrs Space Between Placements Side Front v Horz Cap No Fixed Spacing Merch Style JUnit Wert Cap No 7 Variable Spacing 192 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 amp RIP3 Processor Field Used for List Item Name OK Avail Side MANENE pe Vert Scroll Cancel List of products to place Space Cap Up
42. 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 165 UPC Code one per line Cancel Load Queue Save Queue Clear Queue End of Shelf Code Create Shelves Shelving Shelf Thickness Extra room Above Faces Shelf Depth Shelf ID 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 UPC Code 07366256328 Ok one per line Cancel Load Queue Save Queue Clear Queue Fill Plan End of Shelf Code F Create Shelves Shelving Shelf Thickness Extra room Above Faces Shelf Depth Shelf ID Other ways to enter UPC Codes into the Queue e Paste a list of UPC Codes from other program or word processor e Paste a column from a spreadsheet 166 e Notepad or similar format word processor file with one UPC Code per line e Use Scan Gun to enter codes from an actual display When you re done one or more UPC Codes ha
43. 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 lt Ctrl G gt 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 219 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 at Grid Setup Horizontal Grid 1 lines per inch Vertical Grid lines per inch Cancel Co
44. 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 amp ImageWorkShop Cancel Undo Redo Start Over Contrast f Sharpen l wen iu Zoom ReSize Auto 3 3 10 Color Balance 4 Hue i Saturation Less More Zoom to Fit Compression Zoom to Normal 180 x 276 037000066897 jpg i 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
45. and printed planogram 346 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 amp Save Image Resolution Resolution Lo Res for emailing v Cancel 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 D
46. 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 300 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 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 Prese
47. 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 155 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 amp Plan Properties i Plan Title Plan Subtitle Cancel Plan Description Created By 1 tw User Fields Created By 2 OO EffStatDate EffEndDate Customer Name FO Customer Dept Class Price List Name fl Store to use for Sales Po Report on Sales for This Planogram
48. break down by up to four groups Here we are sorting and grouping first on category as shown in the figure below Shelves Products Asian Foods Beverage Cereal Dairy Dressings Juice Marinades Rice Snacks Change Fields DRE H E 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 Asian Foods Beverage Cereal Dairy Dressings Juice Dole Florida Natural Growers Tropicana Marinades Rice Change Fields 159 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 S Planogram Viewer Og Asian Foods A Beverage Cereal Dairy Dressings Juice Dole 4850005000 Pineapple Juice Florida Natural Growers Tropicana Marinades m Change Fields 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 Asian Foods Beverage Cereal Dairy Dressings Juice Dole al B Planogram Viewer Loe a Florida Natural Growers
49. 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 jae oop Bi 2B tm 0 oS Align at c program _ Picture Selector Huggies Reports LOL Butt LOL Mar Window Help Toolbar a 0 Scale 10 Loc Grouping Auto Format Smart Shelf oe Yi Lock Shelves All Deten Coca Co Garelick Glad Har Honey N F Lock Fixtures ou M Lock BackFix elt T Show Photos Show Shapes Prod Selector Pict Selector hono TtT TTo o Dy baby baby baby baby baby grocery grocery grocery grocery grocery grocery grocery grocery hardware hardware hardware hardware hardware hardware
50. desired From the View Menu select Setup then Auto Format You will see the following window amp Auto Format MV Use Auto Format Auto Format Type Spread C Justify C Left Center Right Auto Format Options Justify Options Space Between Faces 1 in Amt to Increase Dectease Spacing 25 in Keep Same UPC Faces Together cnet 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 214 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 2
51. 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 10 Zoom to Fit RE TULL BD yet ype 7 mag f gg p reni ECCLE Zoom to Normal Less Contrast 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 10 Zoom to Fit Zoom to Normal 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 2 5 o Pereeere erro eer eaangad 10 Zoom to Fit RE TULL BD yet ype 7 mag f gg p reni ECCLE Zoom to Normal Less Saturation This is identical to the Adjust Brightness Win
52. 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 179 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 Field Used for RIP List Place By Products C Faces Oty to Faces Scroll List of Products to Place 1 per lin Load Queue is toducts ace 1 perline Place W H Up lt Save Queue i Clear Queue End of Shelf Code Auto Fill V Use Auto Fill Fill 1st Horizontally x Max Vertical Facings Fill 2nd Stack Max Horizontal Facings Fill 3rd Vertically m If Product Faces Won t Fit C Don t Place Place as Many as Possible Shelving IV Create Shelves Shelf Thickness Extra Room Above Faces Shelf Depth Shelf ID v 180 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 th
53. grocery Harelick Organi S grocer Garelick Organi 5 grocery Honey Nut Che S 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 Items Fixtures Signs ltem Name Garelick Organic 2 Category T grocery 5 grocery Garelick Organic Mil S grocery Honey Nut Cheerios S grocery LOL Butter S grocery LOL Unsalted Butter S grocery Reeses PB Pie 5 grocery Snickers Pie 5 hardware Small L amp G Rake 5 hardware Stanley File 5 hardware Stanley Handsaw S hardware Stanley Level 5 hardware Stanley Pipe Wrench P hardware Stanley Saw Glide P hardware Stanley Wrench 5 housewares All Detergent 5 housewares Coca Cola Glass Set S housewares Glad Handle Tie 5 pet Milkbone 5 pet Scoop Away Litter S pet Tidy Cat Bos Liners 5 Yov 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
54. 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 backgr
55. 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 168 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 169 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
56. line Each time it s clicked the selection will move to the previous line Next Line Clicking on the Line gt button will select the next line Each time it s clicked the selection will move to the next line Previous Object Clicking on the lt Obj button will select the previous object Each time it s clicked the selection will move to the previous object 321 Next Object Clicking on the Obj gt 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 amp Insert Page Insert Page Insert Page l i Cancel Enter page number to insert before this page or leave blank to insert a blank page Page Number 1 x C Move Page Move Page Enter page number to move before this page Page Number C Swap Pages Duplicate Page Insert Page
57. 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 lt Ctrl G gt 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 227 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
58. 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 amp 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
59. 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 on
60. 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 E 1 Hl ja le 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 Picture Selector 3 Picture Selector a bale ool 8 2 E Be SM s tie i TR zl zl E F H H T T 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 ule E wo 4 rn w B amp B Ee te i Oibo allo 9 le Here the mouse cursor was over the 2 picture in the top row The
61. sold for in dollars This is usually the wholesale price of the item Do not enter dollar signs Enter the suggested retail price of the Display item in dollars This field is used to calculate profit margins Do not enter dollar signs The width of the Alternate item left to right in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The height of the Alternate item top to bottom in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The depth of the Alternate item front to back in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter Alternate Units Alternate Cost Display Sell Price Alternate Alternate Retail Price Merch Style Brand Weight Weight UM Peg Type Peghole1 Left Peghole1l Top Number Currency Currency Currency Number Text Number Text Text Number Number Yes Yes for peg items Yes for peg items 12 12 12 12 50 12 10 39 fractions The number of individual products in a Alternate Enter the wholesale price of the Alternate item This field is used to calculate profit margins Do not enter dollar signs Enter the price that the Alternate item is sold for in dollars This is usually the wholesale price of the item Do not enter dollar signs Enter the suggested retail price of the Alternate item in dollars This field is used to calculate profit margin
62. the Identify tab as shown in the figure below amp Category Management Identify a Category etc from the Item Selector and HiLite the Faces While Faces Not in the Category are colored a different color Faces in Category Faces Not in Category Do Nothing C Do Nothing C Display Face in Color C c E Change Color C Don t Display Face Display Face in Color OK Cancel 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 275 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 display
63. 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 Entry Required Column Name amp Letter A
64. the rise is a negative number since the Apply to all Peg Hooks with this PeglD ele EEEO Peg Label 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 i 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 Peg Label Label Offset p Peg Length 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 Peg Label Label Offset Peg Length 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
65. the top inch of each basket to show above the base item enter 1 in the Nest Amount field rae rediareet Pee cute Figure 22 Nested Baskets Moving to the Next Previous Item Menu Item Next Previous Item Shelf Keyboard lt or gt or or key You can use the lt and gt 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 lt key is used If an item is selected then the selection will move to the next or previous item The lt key is also the comma key and either can be used to move the selection to the previous item oo 99 The gt key is also the period key and either can be used to move the selection to the next item 152 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
66. 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 319 Line Properties Line f Line C Box od Color Top 3 14 width 1100 Left 0 00 Height f Right 1 00 Bottom 3 31 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 320 Presentation Manager Commands Duplicating an Object Click on the desired objec
67. 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 Direction of Shelf Renumber Renumber starting From top yes or From bottom no 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 Renumber Within Sections Renumber within sections Yes or across sections No Yes No This asks if you want to renumber shelves within each segment or ac
68. v to P Divide Field Values Into For Description Field Use value to show the value in the Key Use lt remove gt to remove line from Key Load Report Save Report Clear Report 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 amp Select Spectrum E3 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 265 amp Visual Report Properties Visual Sales Report Threshold Analysis Group Analysis Quadrant Analysis Field Name Value Description Retail Price to 111 50 Del M Divide Field Values Into B For Description Field Use value to show the value in the Key Spectrum Use lt remove gt to remove line from Key Title rT 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 Sales Color Key EJ _ Retail
69. 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 342 produces a printout 1000 pixels by 1000 pixels The Best setting produces a printout 3000 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 m
70. when the guideline display is turned off 228 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 NevabendbedeebeaberdbenteaBend e 0 Scale 10 Loc Grouping Auto Format Smart Shelf Lock Shelves Lock Fixtures Lock BackFix Show Photos Show Shapes Prod Selector Pict Selector 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 fixtur
71. 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 170 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 whe
72. 000 6 sof s000 000 Item Color User Fields Cancel Peghole Peghole from Left 0 0000 Nest Amount 0 0000 Peghole from Top 0 0000 Weight 4 0000 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 amp Product Information C Program Files Shelf Logic Enterprise Edition Samples Dairy MDB UPC Code 3450014000 ltem Name LOL Margarine Sticks Unit Tray Case Display Altemate A Edit Edit Edit gt s Cancel Delete Front View Side View Top View Exit Image Name C PROGRAM FILES X86 SHELF LOGIC ENTERPRISE EDITIONS Browse Item Color Transparent color Shape Type User Fields i None C White Choose Transparent Color ES 7 C Black The th
73. 15 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 i We ll select them and after moving the products will look like the figure below E 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 E 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 3 Lets take another example We set auto justify to Left Justified and set the space between faces as l 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 l When the first product is placed anywhere on the shelf and the mouse button is released the product is left justified as shown below 216 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 217 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
74. 163 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 Stack Number Number in Stack Cancel l Auto Stack Fill Lance _Defeut Default 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 t
75. 1862720001 derick 100000000000 _Deer Queue 4157006827 v Fill Pian End of Shelf Code 100000000000 Create Shelves oo 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 lI fill those shelves using the RIP Processor Here s our empty plan with shelves 172 Here s the RIP Queue filled with UPCs amp RIP Queue UPC Code 4150880012 one per line 4159980012 Cancel 1600027519 1862783100 _Load Queue _Save Queue _Cea Queue Load Queue 1862720001 Save Queue 1862720001 Clear Queue 4157006827 v M Fill Plan End of Shelf Code Create Shelves 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 173 Create Shelves When using the Fill Plan option it is assu
76. 4 Ft fo in 6 Ft jo In Merch Style lt No override gt SEEE This overrides the Merch Style Settings Vertical distance between slats 3 Inches made in Product Info and sets the default Merch Style for this plan only Vertical Spacing between Notches 14 Inches Kickplate 6 Inches Default Peg Hook Length fi 2 Inches Slat Offset from Top Inches There will be only one segment which is the entire length of 48 inches 93 amp Plan Setup X Segments Segment Spacing Upright 0 00 48 00 Inches 11 0 00 Inches 0 00 Inches Thickness Inches Cancel 0 00 Inches 12 0 00 Inches 0 00 Inches Sere Set Default 0 00 Inches 13 0 00 Inches 0 00 Inches prg 0 00 Inches 14 0 00 Inches 0 00 Inches Change Color 0 00 Inches 15 0 00 Inches 0 00 Inches 0 00 Inches 16 0 00 Inches 0 00 Inches User Fields 0 00 Inches 17 10 00 Inches 0 00 Inches 0 00 Inches 18 0 00 Inches 0 00 Inches 0 00 Inches 19 10 00 Inches 0 00 Inches 0 00 Inches 20 0 00 Inches 0 00 Inches ww fap n a a M t ey When OK is clicked our display will look like the figure below PARETA PETE Peer tore EER bo ihhhhhhhhhhh DEARA RERA E TETEE ETEA EE A EE 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 fro
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78. Cost Dimensions are in Inches cm Width Base Height Height wall Thickness Depth Merch Height uu User Fields 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 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
79. 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 gt Scroll Down 1 gt gt Page Down gt l Scroll Down to End lt Scroll Up 1 lt lt Page Up I lt 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 182 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 Fill 1 This lets you specify how to begin placing product faces If you specify Vertically then product faces will be pla
80. E IE AET E EAE A 186 RAPID ITEM PLACEMENT 3 ec rpenaos ereo eseo pesosa e E a SaS pe E a ias 192 Using the RIPS PTOCESSOT ninnan eae isn ea 192 RIRS Example aaa scion a E a A OS 196 KEYSTROKE MANAGER ee a a eden eases aie a eae ets ae S 198 Using the Keystroke Manager cnc csccissiki eer dates is Beas ae ea rea 198 LAYER MANAGER acodscxtocsioueal csasattccab test eseal agent eau a adccsnaes em ete Stata uae ads ane 201 Using the Layer Manager 1c itd icc hase Ta les Bale to ec adaa no ie accede aphasia ac taeda 201 Creatine a Tayer ta cach a n n E daudueaimayacdtsnsteseSt ca daa a E A ARS 203 Selecting Facesin A Layer onera a a E E A a a atten 206 Deleting DQ CUS s e E E ech nce E E A EA 207 Renamino Layers enito ien a a aa a a a a aa a aa iinn 207 SAVNE LAVET S er eaa t e a aea t ea e aa a a a a e a a aaa 208 Loading Layer orenean ennan E E a E a alae ei a 208 SECTION 8 FORMATTING soeseessessoesosssessossocssessossossseesossoossossossoossosssssoossosssessossosssesssse 209 FORMATTING PERATURES a EG RES SR A a aa EE Ae Ee i 209 Manual Formatting ennenen i a i a a a a i Ai Eai 209 Automati Formatting ssieranenea eai a anes a aaa ae es 214 ALIGNMENT FEATURES aoar ara n S RESA a T aE AEE ARa a EE SS RIES 218 The Alignment CommandS sossneeneseeeessoseesssseesssseresssereesseseesssstesssseesssseeessseeeessoseesssseees 218 Guidelines rror a ora E gis EEE eked ane caan stad EE E O EAER 219 The Grid sessur ata oea EE E E EER E a aE a E E E a a
81. Enter F for front S for side or T for top The default side is specified in the Defaults frame m Defaulrs Side Front Horz Cap No Merch Style Unit Vert Cap No 7 So when one or more products are entered into the list the side field is automatically filled in with the side default 194 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 Defaulrs Side Front v Horz Cap No Merch Style Unit VertCap No 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 Defaulrs Side Front Horz Cap No 7 Merch Style Unit Vert Cap No Ka 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 Defaulrs Side Front v Horz Cap No l Merch Style Unit Vert Cap No 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 pu
82. Fixtures Signs Huggies Pampers Premium Self Fastner Bib Toddler Dish Tumblemates Bowl Garelick Organic 2 Garelick Organic Mil Honey Nut Cheerios LOL Butter LOL Margarine Sticks LOL Unsalted Butter Reeses PB Pie Snickers Pie Small L amp G Rake Stanley File Stanley Handsaw Stanley Level Stanley Pipe Wrench Stanley Saw Glide vl 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
83. 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 amp Plan Setup Seg
84. Menu Item Next Previous Item Shelf Keyboard lt or gt or or key You can use the lt and gt keys too move to the next and previous shelf A single shelf must be selected before pressing the lt or gt keys The lt key is also the comma key and either can be used to move the selection to the previous shelf oo 99 The gt 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 pe
85. 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 T
86. Name T a Price List Name v Store to use for Sales l Report on Sales for This Planogram Only 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 amp Plan Properties X Plan Name n eine o i i Plan Subtitle o OE Cancel Plan Description pO rT Y User Fields Created By 1 Created By 2 Eff Start Date Eff End Date Customer Name Customer Dept a Price List Name X Store to use for Sales all l Report on Sales for This Planogram Only 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 253 Plan Name p 3 Plan Title Plan Subtitle Cancel Plan Description User Fields Created By 1 Created By 2 Se eee Eff Start Date Eff End Date Customer Name Customer Dept a Price List Name X Store to use for Sales H V Report on Sales for This Planogram Only 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 Plan Name Co oe e Plan Subite Cancel Plan Description P l Created By 1 rT User Fields Created By 2 Eff Start Date Eff End Date Customer Name Customer Dept a Price List Name X Store to us
87. Price High Cost Stop Report 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 lt remove gt in the description in order for it not to display 272 General Compare The 4th tab is the General Compare Report as shown in the figure below amp Visual Report Properties Field Name Comparison Description E S For Description Field Use value to show the value in the Key Load Report Save Report Clear Report 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 273 Let s do an example where we assign a c
88. Price to 1 50 E Retail Price to 2 50 Retail Price to 3 50 E Retail Price to 5 00 BB Retail Price to 10 00 Stop Report 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 266 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 amp Visual Report Properties sample Visual Sales Report Threshold Analysis Group Analysis Quadrant Analysis General Compare Settings Field Name Value Description Retai Pice wf eo V Divide Field Values Into 2 Group2 Es 5 Even Groups 3 Group3 CO 4 Group4 oao For Description Field 5 Group5 aa Use _value to show the value in the Key Spectrum Use lt remove gt to remove line from Key Tite M Load Report The value fields can t be calculated until the report is run so
89. 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 Table of Contents TABLE OF CONTENTS a a N a fatudeh As aaa e a a ar beauties aa recast Ean 2 SECTION T INTRODUCTION eeeesseoeesseceessececsssseceessccecssoceessececessocceesscceessececsssseceesseceesseceessss 8 WELCOME TO SHELF LOGIC ENTERPRISE EDITION ccssssececssssececeessececeesensececsssneeeeeeseaaeeeenses 8 GETTING HELP issn a E EE peas Ea var EA EEAS EAA TEE A AARE 8 About This User M aa a a r bes tab e AE EAE ees 8 Technical SUPOT tniedi aN is Bl ade ea tee TG Eee UR als escalated adden 9 Shelf Logic Web Site User Section als t 2052 cacm ec sasss areas ico aiavaninsd vere ecree a acetates 9 System Reguirem nts osii a a aes af eee ans aa us Soca ORGS Sak OO a aa aaae 9 SECTION 2 INSTALLA TION so cposssasesssaicceessadensiasssanscscncuancesscuanoceaduancecseevectcocassavesdavstaaatonstad 10 INSTALLING SHELF LOGIC ENTERPRISE EDITION sssesssssessssssssesessucsscsucescsesssssssussussnesesancavenes 10 Instructions for First Time Installations tssissavatassisiuandesavisdesatsscadhcaasedenadadedesaasdten aa axtaaisceses 10 Shelf EOC Trial Versi n favo cats cade e adi Maat d A TA nical R etd ea at etd 11 Registering Shelf Logic occa hac ncn ach Et ace elas a ence a he 12 UPGRADING
90. 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 236 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 237 The Product Selector Tab This lets you specify the fields displayed in the Item Selector Window when working with planograms al Preferences Options Database Defaults Printing On Screen Product
91. Selector Field Name Heading Category v Category ltem Name Item Name upe Code X upc Code Hide Product Selector Product Selector Hide Product Selector when not in use C Docked t moe Floating UnHide Distance less Picture Selector Picture Selector Display Field 7 C Docked Floating 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 238 Product Selector Docked when this option is selected the Product List Selector Window is docked to the right side of the screen Floating When th
92. 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 198 Custom Keystrokes X Assign Shortcut Keys Display All Shortcut Keys Menu Name Fie Cancel cma Command res C a 2 Create Reader Fie 3 Delete Plan O D AE O 5 Export Item Database 000 6 Espot Pan Si 7 Import Item Databases ssi 8 New Database i ss lt lt i i OSC dCNCS 3 New Floor Pan o E 10 New Planogram ssi al 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 199 Custom Keystrokes a C Assign Shortcut Keys Display All Shortcut Keys Menu Name View Cancel m a Command me eC i ee E 4 DeletePan S o es E re z 3 Import ltem Database wi CO i We can see that the A
93. 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 amp Picture Selector Filter Filter Off Field Name Comparison Comparison Value Le TT iil l 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 lt gt gt lt lt Starting With Ending With Containing If y
94. 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
95. ackboard 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 belo
96. ages 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 m
97. alphanumeric User defined alphanumeric User defined alphanumeric in cm in whole numbers or decimals in cm in whole numbers or decimals in cm in whole numbers or decimals Whole numbers Currency Currency Currency in cm in whole numbers or decimals in cm in whole numbers or decimals in cm in whole numbers or decimals Whole numbers Currency Currency Currency in cm in whole numbers or decimals in cm in whole numbers or decimals in cm in whole numbers or decimals Whole numbers Currency Currency Currency in cm in whole numbers or decimals in cm in whole numbers or decimals in cm in whole numbers or decimals Whole numbers Currency Currency Currency in cm in whole numbers or decimals AR Alternate Height AS Alternate Depth AT Alternate Units AU Alternate Cost AV Alternate Sell AW Alternate Retail AX Merch Style AY Brand AZ Weight BA Weight UM BB Peg Type BC Peghole1 Left BD Peghole1l Top BE Last Sales ID BF Last Changed BG Outline Color BH Fill Color BI Pattern BJ Image Name BK Tray Image Name BL Case Image Name BM Display Image Name BN Alternate Image Name BO Shape Number BP Shape Name BQ Transparent Color BR Nest Amount BS Userl BT User2 BU User3 BV User4 BW User5 BX Metric 8 8 8 8 8 8 E9 50 8 2 2 10 10 8 2 2 2 100
98. 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 245 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 th
99. 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 209 poco 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 e 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 right click and then center justify The items are justified using the segment
100. 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 Create Image Name Field V Create Image Name Fields If your images have the same name as a database field such as UPC code or SKU code this is used to create the Image Name field Path where images are located Extension c images ipd Fleld to use for Image Name UPC Code hi 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 im
101. 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 6 146 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 gr
102. anize items by groups of related products for database filtering Some reports are sorted by category Second level category Third level category A detailed description of the item The width of the item left to right in inches Enter whole numbers or decimals Unit Height Unit Depth Unit Units Unit Cost Unit Sell Price Unit Retail Price Tray Width Tray Height Tray Depth Tray Units Tray Cost Tray Sell Price Tray Retail Price Case Width Case Height Case Depth Number Number Number Currency Currency Currency Number Number Number Number Currency Currency Currency Number Number Number Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 12 37 1 1 25 1 5 Do not enter fractions The height of the item top to bottom in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The depth of the item front to back in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The number of individual products in a Unit Enter the wholesale price of the Unit item This field is used to calculate profit margins Do not enter dollar signs Enter the price that the Unit item is sold for in dollars This is usually the wholesale price of the item Do not enter dollar signs Enter the suggested reta
103. any 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 Menu New Plan File New After executing one of the above commands the Plan Setup Window will open as shown below Cancel Set Default amp Plan Setup Dimensions Segments General Database Name C Program Files Shelf Logic Enterprise EditionS amples D airy MDB Browse Display Style Flat Display 4 Way with Overlap Display Type Peg or Peg Shelf C Shelf Vertical Slide Horizontal Slatwall C Grid Wall C 4 Way Background l Show Grid Preset Color ee Li Gray 1 MV Show Ruler Measure from Bottom Up Custom Color Use Image 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
104. ap 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 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
105. at Add Shelf Shelf ID OK Add 1 Shelves Cancel DE enti eana Length 48 Inches Color Height z2 Inches Set Default Depth 12 Inches Thickness 1 Inches aonan Shelf Angle 0 Degrees Pereo Distance from Bottom Inches Library Peg Area Height 0 Inches Name Manufacturer HE Eeebg 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 Lanandaaidaalannluniaantiad latalttlatitatt ihlalatitltaalitt illalattltatiltt ihhh rea R EE EE EE A E 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
106. atically 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 185 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
107. 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 Fixtures Items Signs Typ Category S grocery ltem Name Garelick Organic 2 S grocery Garelick Organic Mil S grocery Honey Nut Cheerios S grocery LOL Butter S grocery LOL Unsalted Butter S grocery Reeses PB Pie S grocery Snickers Pie S hardware Small L amp G Rake S hardware Stanley File S hardware Stanley Handsaw S hardware Stanley Level P hardware Stanley Pipe Wrench P hardware Stanley Saw Glide S hardware Stanley Wrench S housewares All Detergent S housewares Coca Cola Glass Set S housewares Glad Handle Tie S pet Milkbone S pet Scoop Away Litter S pet Tidy Cat Box Liners 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
108. ced 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 If more faces are sill needed the Fill 2 parameter is used Fill 2 This determines the second fill order used of the first fill doesn t placed the requested products Fill 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 183 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 Fill 1 is set to Vertically Fill 2 to set to Stack Fill 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 s
109. cel 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
110. 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 pa
111. ct Properties Object Type TB Page Size 8 5 11 for Canon MP600 Printer Letter Letter Small Tabloid Ledger Legal Repeat Last Page Page Orientation Portrait Landscape Undo ae ine 4 Co kine e EA Com Page Nbr x i c i Add Duplicate Load Save Pravin lane Lock Objects lt Obj Obj gt Insert Pg Delete Pg i j Line Object Layout Layout 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 303 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 Presentation Manager BAX Lock Lines 448 x 580 Object Properties Object Type Plain Text Plan Front View Plan Side View Report Category Report Page Size 8 5 11 for Canon MP600 Printer Letter Letter Small Tabloid Ledger Legal Repeat Last Page Page Orientation Portrait C Landscape Undo E __tock Lines tine tie Lory Page Neji Add Add Duplicate Load Save Pevewl Donme Lock Objects lt Obj Obj gt Insert Pa Delete Pa Object Line Object Layout Lay
112. cut 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 224 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 s
113. d 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 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 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
114. ddition to specifying the nest amount you need to set the peg property for the clip strip product This is done in the Peg Properties Window as shown below amp Peg Properties ey Peg ID z E Cancel Descripti tc ce Add to Peg Library Peg Type Cip Strip 7 Set as Default for New Items Peg Length f 2 in Rise fo in Label wit in x Offset Heigl ft in Label Offset lz in Peg Length Rise Peg Label Rise is the distance from the peghole center to the peg hook ae In the picture above the rise is a negative number since the Apply to all Peg Hooks with this PeglD hook is below the peghole Set the Peg Type to Clip Strip as shown above 141 Then position the product at the topmost position of the clip strip then use the Duplicate Up command to create the other product on the clip strip Because the Peg Type is set to Clip Strip the product on the strip are duplicated downwards salies eng Mehila On the left above we have the initial clips strip product It s selected and the Duplicate Up command used 6 times we now have 7 products on the clips strip as shown on the right 142 Merchandising Styles Shelf Logic Enterprise Edition supports up to 5 concurrent merchandising styles units tray case display and alternate 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
115. dow 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 Adjust Sharpness Zoom to Fit Zoom to Normal Amount a T f Radius mooo Threshold Cancel 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 amp Adjust Color Balance Ey 10 Zoom to Fit Zoom to Normal Magenta Po Yellow 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
116. 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 amp Field Labels UPC Code upc Code Category Role Category Role OK SKU Code SKU Code Strategic Role Strategic Role Item No Item Code Lifecycle Stage Lifecycle Stage i 3 Vendor No Vendor Code Brand Brand Restore Defaults Vendor Name Vendor Name USER 1 USERT Item Name ltem Name USER 2 USER2 ss Description Desc USER 3 USER Category Category USER 4 USERA Sub Category Sub Category USERS USER5 Sub Sub Category Sub Sub Category You can change any of th
117. e Field Name Value Description Retail Price t 1fGoup lowest Pice 00 7 Divide Field Values Into 2 Group2 5 v Even Groups 3 Group3 aoa 4 Group4 oo For Description Field 5 Group5 o Use value to show the value in the Key Spectrum Use xremove gt to remove line from Key Title ee 268 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 Sales Color Key x E Lowest Price E Retail Price to 10 39 i Retail Price to 15 19 CL Retail Price to 19 99 BW Retail Price to 24 79 Stop Report 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 Sales Color Key K E Lowest Price E Lowest Price up to 10 39 E Retail Price to 15 19 Bl Retail Price to 19 99 Hl Retail Price to 24 79 Stop Report 269 Quadrant Analysis The 3 tab is the Quadrant Analysis report as shown in the figure below amp Visual Report Properties Field Name Midp
118. e HEEE PEBE Large Eggs jLarge Eggs Large Eggs Large Eggs f Large Eggs Large Eggs Large Eggs Large Eggs f Large Eggs Large Eggs Large Eggs Large Eggs 12 faces selected Width of selected items 46 41 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 204 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 I Select Layer ___ Delete Layer One More layer New Layer ___ Rename Layer AddtoLayer ___ Save Layer Take from Layer _ Load Layer The Second i 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 i Bile Edit View Face Floor Fixture Tools Sales Reports Window Help pil n tua DEANA AA 6 la 2 ened g Export Plan lt 4 8 a ___JSelect Layer __ Delete Layer fnna aen __ New Layer Rename Layer JAddtoLayer _ Save Layer I Take from Layer __ Load Layer layer The Secon Layer SelectLayer __ Delete Layer Dne More layer New Layer Rename Layer ___ Add to Layer Save Layer Take from Layer Load Layer We see that 3 faces are no longer highlighted and no longer a part of the layer If you have a large
119. e Sales Periods Window displayed as shown below Accounting Year Get Sales Records OK Period Amot Period Nbr ccounting Start Date End Date Cancel Add Period Remove Year Auto Cale 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 246 Accounting Year 2008 Get Sales Records OK Period Amount Period Nbr Accounting Year Start Date End Date lt Cancel 2008 1 2 2008 126 2008 2008 127 2008 1 13 2008 2008 1 14 2008 1720 2008 2008 1 21 2008 1727 2008 2008 1 28 2008 2 3 2008 Auto Calc 2008 2 4 2008 2 10 2008 2008 2 11 2008 2 17 2008 2008 2 18 2008 2 24 2008 2008 2 25 2008 3 2 2008 2008 3 3 2008 379 2008 2008 3 10 2008 3 16 2008 M b The figure above displays the sales periods for the 2008 accounting year Add Period Remove Year oon non e w N _ ot oO 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 m
120. e Set the default database to a Shelf Logic database in any folder on any drive e Change any optional field label so that any data can be entered and labeled correctly e 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
121. e 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 I AlI l Flip F Side iu Duplicate Up Top Duplicate Right Front Align Turn 90 CEW Turn 90 C i Da Turn 180 Filter OFF Turn to Normal Bring to Front Rotate Bring to Back 149 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 Al l Flip F Side iu Duplicate Up Top Duplicate Right Front Align Turn 90 CEW Turn 90 Vy Filter i Turn 180 Filter OFF Turn to Normal Bring to Front Bring to Back Rotate You can turn an ite
122. e 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 e 50 fields for alphanumeric descriptions e 50 fields for numbers e 20 fields for a yes no or true false answer e 4 Option fields with 5 choices per option e 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 amp User Fields Product 1600027519 Change Labels Descriptions True False Cancel Label User Desc 1 User Desc 2 User Desc 3 User Desc 4 User Desc 5 User Desc 6 User Desc 7 User Desc 8 User Desc 9 User Desc 10 User Desc 11 User Desc 12 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 o
123. e figure below 130 Filter Ott Field Name Comparison Comparison Value Category X hardware Ea Unit Retail Price X 5 00 Tum Filter Gff Save Filter Load Filter Show only photos 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 Filter Off Field Name a Category X Category X Unit Retail Price x i Turm Filter Off Save Filter Load Filter IF Show only photos This filter reads as Category hardware OR Category grocery AND Unit Retail Price gt 5 00 If you want the retail price gt 5 00 to be for both categories the filter has to look like 131 Filter Ott Field Name Comparison Comparison Value Category 5 Unit Retail Price X i Category Tum Filter Off Unit Retail Price X Save Filter Load Filter Show only photos This filter now reads as Category hardware AND Unit Retail Price gt 5 00 OR Category grocery AND Unit Retail Price gt 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 Filte
124. e 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 239 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 11 2 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 En
125. e for Sales l 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 254 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 amp Visual Report Properties Visual Sales Report Group Analysis Quadrant Analysis General Compare Settings Field Name Comparison Value Description v lt Constant Color C Average Tr ahs Midpoint gt For Description Field Use value to show the value in the Key Use lt remove gt to remov
126. e line from Key Title Load Report Save Report Clear Report 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 255 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 amp Visual Report Properties Visual Sales Report Threshold Analysis Group Analysis Quadrant Analysis General Compare Settings Field Name Comparison Value Description Retail Price X lt 5 00 Constant Color Color C Average Midpoint gt For Description Field Use value to show the value in the Key Use lt remove gt to remove line from Key Title Reatil Price Above 5 Dollars Load Report Save Report Clear Report 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
127. e 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 amp Peg Properties Pegi x CE cancel Description Add to Peg Library Peal ype D ouble Hole Single Hook with Label Set as Default for New Items Peg Lenath f 2 in Rise fo in Peg Label Label Width fo in d Offset Height 0 in k Label Offset jo in Peg Length Rise is the distance from the peghole center to the peg hook st as In the picture above
128. e 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 Can Edit Field Label UPC Code Item Code SKU Code Vendor Code Vendor Name Item Name Item Type Category Sub Category Sub Sub Category Category Role Strategic Role Lifecycle Stage Description Unit Width Data Type Text Text Text Text Text Text Text Text Text Text Text Text Text Text Number REQUI RED Yes Max Chars 25 25 25 25 50 50 50 50 50 25 25 25 50 12 36 Description The industry standard Universal Product Code This field is the primary key field which Shelf Logic Enterprise Edition uses to organize and locate items It must be a unique number for each item no duplicates are allowed Although this is an optional field leaving it empty may have significant impact on your final results The manufacturer s identification code for the particular item Code or number to identify the vendor that supplies this item The full name of the vendor that supplies this item Although this is an optional field leaving it empty may have significant impact on your final results P for peg items S for shelf items T for sign items This field can be used to org
129. e 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 face
130. e 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 288 amp Sales Range Enter the Range of Sales Data to Use for Rerpots There are 4 Ways to Choose this Range C Use Plan Effective Dates C Select Sales Periods Below C Select Sales Dates Below C Based On Current Dates 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
131. e 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 amp Import Database Source Import File __ Browse Cancel Destination Database Browse M Clear Database before Importing Create Image Name Field Create Image Name Fields If your images have the same name as a database field such as UPC code or SKU code this is used to create the Image Name field Path where images are located Extension Fleld to use for Image Name UPC Code ba Source Import File Enter the source Excel CSV file or click Browse and search for it Destination Database Then enter the destination database name
132. e vediniistd ed aed tea 79 EXPORTING PHE ITEM DATABASE atta tanec vein caviads E E Aide ashe ets 79 D t base Fi ldy CHANG esas dirs cusamd seca dec atcutakeuiues ana a oda aaiae dte a aaa a aa aaa usistcapesteansamoc 80 IMPORTING THE ITEM DATABASE seeseeseeseeeseseeeseessesrresteseesrrssteseserestessesetestessesetsstessesetesressetee 83 Importing a CSV File into Shelf LOgic seeen 83 EXPORTING PLANS Sch o 6 Ge ted AG a aE lah oes ale el le da lots Bee Gea ete 85 Exportingethe DIAN fileto Excelsis e i e a i ai ia 85 SECTION 6 CREATING A DISPLAY esseesoesoossessoesocssessoesosesessossoossossossoossossoesoossosssessossoe 86 DISPLAY CONCEPTS ei e a a E A a E E a AAR ROA 86 PATRATE A EEEE A A E T E 87 SHELVES e eraann Sas a ri i a e a Eais tan tects a S EN 95 Adding Shelves toa Display nurseries anren a E EE E E E R 95 How Shelves are Placed on the Plan ssn Basa tanta caebtas saudbaaed cae Duda saab daadaudattad sanssianaesesdn Coca dantavdes 100 Ren mb ring SILAS 5 ree adem east chal O E edt bial a e a iateas 107 Determining the Weight of Products on a SheIf ccccccccsccscccssessececsessececuesseeeeesnssaeeeensseseens 108 Mirroring FACES ONE Shelf tenerti Mucdeciaatenttetrinel sda E E E E R iia 108 FIXTURES igi a ig i a E a Mae a e E NE Ea E E E ER E A ele 109 BACKGROUND FIXTURES si 24se2 c 4 baceippeeds ase Ea EEATT EE AS EKES AE aSa 115 Adding Ba kground FiXtUTES arreir to piii a a a aa incall ASE 115 ADDING PRODUCTS TO
133. eatine a New Data bas sereis tend vinstocsdureCeariouidd aces tase A EEEE EANA 63 SHARING FILES ON A NETWORK jee obedient ede 64 Setting the Default Database acatents cutole tn chat sadn chests gan binaidcaaa th sand haaa desea senptacanateln diane binda deste 64 FIELD MAPPING d moro geese id se eat echoes gael eee ee ale a SNe Mase iS 65 USER FIELDS jogi dccacesitevesuide tenaro snas S be Ea AS SEA AE EENDE EE EEA dees Ther beia 66 Pl n Level User Fieldsin aroro iir e EEE E EE AERO E EE EREE 67 Segment Level User PiCldS icc lessees da te Masten ied sad aaa ates Niche acl hd iether Ae RED 67 DCL LL OVOIU SCPE AIA Sinnenas a a E A ei sauseanaaitessn 68 Fixture Level User Fieldsi mi a a a AE a E A EAE EE weal Wie ad ee a da 68 Position Level User FieldSincnris ornar E E A E eA 69 Product Level User Field Serneus annie anie a aaae aaiae ait vedsen toteboabitenean 69 User Field Types irendi aa EAR E A EE EA ea A EE EE E EE 70 Changing User Field Labels ceciren io i E aise he ann Laon as 73 SECTION 5 EXPORTING amp IMPORTING ccsssscssssscssssccsssccssssccssssccssssccsssscsssssscsess 78 EXPORTING AND IMPOR TING FILES 20 GUS AAR ee OY ee ei a es 78 EXPORTING AND IMPORTING A DATABASE s c0issiis cceandvasiigh sdyaucnnnsivg dv tnuyeaecndey sigh ceayavyanenyev Gaaseedvand 79 Exporting the Item File from Shelf Logic to Excel ccceccscsscsssssssvssvesssvsseesssvsssesssvessssssvesesnees 79 Creating the Items Database in Excel wkcct ieee dett
134. ect Properties Plan Front View Object Type Report X Report Name C Program Files Shelf i r Report Properties I Show Heading Multi Column Report Column NbrjO r Font Arial Spt Report C Program Files Shelf Logic Enterprise Edition Reports Product Listing RPT Change Font Top 262 width 430 Left 6 Height 305 Page Size 8 5 x 11 for Canon MP600 Printer i Letter Small Tabloid Ledger Legal Repeat Last Page Page Orientation Portrait Landscape Uno E Dieke e me 2 Page Nofi zl Add Add Duplicate Load Save preview ie Lock Objects lt Obj Obj gt Insert Pg Delete Pg Object Line Object Layout Layout 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 308 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 g 5 Print Preview By The plan is displayed on the top of the page and the Product Listing R
135. ed 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 276 5 Category Management X Identify Identify a Category etc from the ltem Selector and HiLite the Faces While Faces Not in the Category are colored a different color Faces in Category Do Nothing Display Face in Color Faces Not in Category C Don t Display Face Color Entire Face Display Face in Color Outline Face Cha git e Co m Change Color Oo ell Pate We ll click OK and this will be stored and used until it s changed 277 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 ty RN OE TE EA i Category hardware Sub Categor housewares pet Sub Sub Category Brand Category Role Strategic Role Display All Faces Setup Lifecycle Stage This window shows you all of the categories on this plan By clicking on any category on the list that category w
136. eferences menu selection to display the Preferences Screen You will see the following screen The Options Tab at Preferences Database Defaults Printing On Screen Product Selector Image Shortcut Suppress Warning Messages M Uselmage Shortcut Use UPC Splitting Backups CP Files Shelf Logic Enterprise Ed Imaga Fan a esata lei Prompt for Backup of Database Field Used for Image Name v Prompt for Backup of Plan File F Use Help Screen l Hanging Bar in Front of Product Faces Stacking Multiple Items Alert before Stacking C Assume Overlapped Items are Stacked Assume Overlapped Items are NOT Stacked OK Cancel 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 233 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 sha
137. eleting 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 e 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 e 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 e 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
138. em 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 becom
139. ems 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
140. en a Shortcut Menu of commands relating to shelf arrangement e Right clicking over the plan area will open a Shortcut Menu of commands relating to display setup e 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 e 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
141. eport 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 309 amp Print Preview Ej _ igi aus H Hi 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
142. er Select Layer _ Delete Layer New Layer Rename Layer L Add to Layer Save Layer Take from Layer _ Load Layer Click the Rename Layer button and enter the new layer name mt English c program files X lt y a Layer Manager y L bntnananatnaantnalantan P in m Ee Seine lever EE leer i ua E O i New Layer L Rename Layer ___ Add to Layer Take from Li stateatatalatatalatt stataatotalatatalatatel RN o Our First Layer Select Layer Delete Layer The New Second layer New Layer Rename Layer Add to Layer ___ Save Layer Take from Layer Load Layer 207 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 as
143. er 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 lt Alt gt 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 e Right clicking over a shelf will select the shelf and op
144. er 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 Less More Compression 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 yo
145. erly 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 162 Figure 23 Dragging Shelves with Smart Shelf On left and Off right
146. es can t be moved 229 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 230 Section 10 Other Features Undo Feature Hot Button Undo Menu Edit Undo Keyboard Shortcut lt Ctrl Z gt 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 e Moved shelves and items e Deleted shelves and items e Items placed on the planogram e Updates from database see Section 4 e Cut and Paste Redo Hot Button Redo Menu Ed
147. et 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 lt enter gt means press the enter key A keyboard combination such as lt Ctrl S gt 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 e Company name e User name and phone number e Shelf Logic product and version number e 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 introd
148. et 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 Fill 1 is set to Horizontally Fill 2 to set to Stack Fill 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 That 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 184 Max Vertical Faces By entering a maximum vertical facing you can limit the number of vertical faces autom
149. eted 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 244 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
150. f 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 252 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 amp Plan Properties pees L eben o Tok Plan Subte Cancel Plan Description a Created By 1 M User Fields Created By 2 oo Eff Start Date Eff End Date Customer
151. 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 223 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 Short
152. 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 289 First we Il 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 amp Category Management X Reports Report Title Report Title Report Field Name 1 Net Sales Peot Des Report Desc aa 2 Units Sold m Group Field Category 3 Gross Profit Period Grouping week Specify Sales Data Run Clear Delete Load Save 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 290 amp Sales Range x Enter the Range of Sales Data to Use for Rerpots There are 4 Ways to Choose this Range C Use Plan Effective Dates C Select Sales Periods Below tart f et
153. g 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 t
154. gacasivsensosincsscidivencccssedesasavane ssavashocasansavcusinasevutaseonceanssneaisanescecageenes 340 TYPES OF PRINTOUTS wpfedntandeucnaniieialh lak einen A aaisa a Eai asis 340 PRINT OPTIONS o irin e a a eR nat rae E e a a a e aaa 341 Printer Setupomenonae nea ke ek ade A a ec E de a erent 34 PPE TARO IOTA AAEE EAE EAE uses tent acscatis cassie dbdebant ists 342 Advanced Printin OPNONS ioien iiini Medea tealalersauudcaiocauts E E AE 344 Print Peg Holessneiennie a E E E E a anna ne 346 PRINTING THE PLANOGRAM AS A GRAPHIC IMAGE sccsssceessecsseeeseeesseecsaecaeeeseeesaeessaeenseenaes 347 Printing the Planogram to an Adobe Acrobat PDF File occcccccccsccccccssececeesssecetecseeeesssseseens 347 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 c
155. ges 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 Nestl ay g Honey NUL DA Dn a CERN E 5 e 2 AI ji 7 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
156. gure 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 154 amp Location Properties Location ID I Merch Style Unit 7 Product UFC Code 761 744 6068 Cancel Edit Products SKU Code ltem Name Stanley Saw Glide User Fields Peg Facinas Peg ID wide Poo PegRow 2 cai Peg Hif Peg Column a7 Properties Deep h2 o Position Rotation xja In Font C Side Y 66 001 In Top Rotate to Any Angle 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
157. 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 lt Ctrl I gt 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 amp Product Information C Program Files Shelf Logic Enterprise Edition Samples Dairy MDB UPC Code ltem Name LOL Margarine Sticks General loft UPC Code 345001 4000 SKU Code LOL1400 4 gt Item Code 14000 Back Fwd Vendor Code 2996 i Vendor Name Land 0 Lakes Cancel ltem Name LOL Margarine Sticks Delete Desc Land O Lakes Margarine Stickstb st ss Exit Category Dairy
158. he 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 amp 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 amp Plan Setup Dimensions Cancel English in Metric cm Display Length Display Height ja Fr 10 In le Fr 0 In Merch Style lt No override gt x AA This overrides the Merch Style Settings Vertical distance between peg holes 1 Inches made in Product Info and sets the default Merch Style for this plan only Horizontal distance between peg holes 1 Inches j 4 Vertical Spacing between Notches 1 Inches Kickplate 3 Inches Peg Hole Offset from Left Inches Default Peg Hook Length 12 Inches Peg Hole Offset from Top Inches 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 amp 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 amp Horizontal Distance Between Peg
159. he width in pixels of the displayed field value Sort This lets you sort the field ascending A gt Z or descending Z gt A or have no sort at all Clicking OK saves this information and the Product List Selector Window looks like the figure below o Items Fixtures Signs Category ItemName yy a Cigarette Paper Strawberry Gold S Cigarette Paper Top 1 5 Papers S grocery Garelick Organic S grocery Garelick Organic grocery Honey Nut Chee S grocery LOL Butter 5 grocery LOL Unsalted BS grocery Reeses PB Pie S grocery Snickers Pie S hardware Small L amp G Rake S hardware Stanley File 5 hardware Stanley Handsa S hardware Stanley Level S hardware Stanley Pipe Wr P hardware Stanley Saw Gli P hardware Stanley Wrench S housewares AllDetergent S housewares Coca Cola Glas housewares Glad Handle Tie S pet Milkbone Ss 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 Items Fistupes Signs F a Category tem Hame yy
160. his 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 T
161. ht 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 a
162. il 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 Sales Color Key EJ Retail Price Above 5 Dollars Retail Price lt 5 I Retail Price gt 5 Stop Report 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 259 Visual Sales Report Options The 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 amp Visual Report Properties Threshold Analysis Group Analysis Quadrant Analysis General Compare Settings Box Color JV Display Analysis information on items C Solid Box Color Font Style Dutine thickness E Curent Font Change Font Outline Box Color Load Report Save Report Clear Report
163. il price of the Unit item in dollars This field is used to calculate profit margins Do not enter dollar signs The width of the Tray item left to right in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The height of the Tray item top to bottom in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The depth of the Tray item front to back in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The number of individual products in a Tray Enter the wholesale price of the Tray item This field is used to calculate profit margins Do not enter dollar signs Enter the price that the Tray item is sold for in dollars This is usually the wholesale price of the item Do not enter dollar signs Enter the suggested retail price of the Tray item in dollars This field is used to calculate profit margins Do not enter dollar signs The width of the Case item left to right in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The height of the Case item top to bottom in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The depth of the Case item front to back Case Units Case Cost Case Sell Price Case Retail Price Display Width Display Height Display Depth Display Units Display Cost Display Sell Price Display Retail Price Alternate Width Alter
164. ill 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 278 Here are the Housewares category products shown below 279 280 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 281 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 282 Option Color Product on Plan Others Are Colored Differently With thi
165. 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
166. ing 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 at Preferences X Options Database Defaults Printing On Screen Product Selector Floor Plan Selector Products Sort Field Name Heading i o AoZ ZA Category C Item Name Typ m Hide Product Selector Product Selector Docked Floating Hide Product Selector when not in use UnHide Distance less more gt Picture Selector Picture Selector Display Field icture Selector Display Fiel Docked tem Name zl Floating Cancel The screen above lets you select fields to display in the Product Selector Let s look at this part of the screen shown below Products Sort Field Name Heading Width No AoZz ZA Category v Category f oo r ltem Name v Item Name s0 ltem Type X Typ j5 EE 3 7 OC W E_ OBE B 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 t
167. iod End Period Select Sales Dates Below Period Start Date f 172006 Period End Date 6 1 2006 C Based On Current Dates H g 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 291 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 amp Category Reports C Program Files Shelf Logic Rel1 BAX Report Title Weeki 2006 Week l 2006 YWYeek1 2006 festesor neta Units Sold Gross Profit grocery 86478 62 hardware 26220 26 housewares 172035 05 170382 77 28517 75 28242 76 Report Desc Graph Print Export to Excel This report shows for each category on the plan the total Net Sales Unit Sales and Gross Profit 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 292 697 93 a Week2 2006 Week2 2006 Week2 2006 Week3 2006 Net Sales Units Sold Gross Profit Net Sales gt 244
168. ion 3 Option 4 Option 5 m Option Label 4 Option 1 Option 2 Option 3 Option 4 Option 5 71 Cancel 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 Selection 1 Selection 2 Selection 3 Selection 4 Selection 5 Selection 6 Selection 7 Selection 8 Selection 9 Selection 10 Selection 11 Selection 12 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 B User Fields Descriptions User Desc 1 User Desc 2 User Desc 3 User Desc 4 User Desc 5 User Desc 6 User Desc 7 User Desc 8 User Desc 9 User Desc 10 User Desc 11 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 amp User Fields X Fixture 24 Bar BEUTE 7 Change Labels m Vale e A User Value 1 User Value 2 User Value 3 User Value 4 User Value 5 User Value 6 User Value 7 User Value 8 User Value 9 User Value 10 User Value 11 73 Changing True False Labels You can change any True False label by just clicking on it Then you can enter a new label B User Fields X E True Fal
169. ion 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 bu
170. ird 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 E Product Information C Program Files Shelf Logic Enterprise Edition Samples Dairy MDB UPC Code 2000006080 ltem Name Quaker Life Cinnamon 1 of 1 Tray Case Display Altemate Edit Edit il 4 Fwd Front View Side View Top View Image Name C PROGRAM FILES lt 86 SHELF LOGIC ENTERPRISE EDITIONSS Browse p Transparent coor p Shape Type None White Choose
171. is 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 151 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
172. 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
173. istiller allows you select advanced features and settings Consult the Adobe Acrobat documentation for details 347 348
174. it Redo Keyboard Shortcut lt Ctrl R gt 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 lt Ctrl F gt 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 231 UPC Code f SKU Code Cancel Item No tem Name Category 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 232 Preferences The Preferences Screen lets you customize Shelf Logic Use the View Pr
175. 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 344 Print Display Background Color Checking this will print the displays backgrou
176. izontal Scroll Bar Grab Tool Tool Bar Hand Button Keyboard Shortcut lt Shift Key gt 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 lt Shift Key gt while dragging the mouse Releasing the left mouse button returns the pointer to the standard arrow 241 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 0 1 2 3 4 5 6 a 8 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
177. jects 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 312 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 Printed Plan Properties MV Show Photos Show Key Numbers Show Item Text Show Boxes in m F Show Ruler rc m Show Dimensions Show Heading Print Seqments Print All Segments C Print Segments Top 5 18 Width 65 18 Left 3 35 Height 44 83 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 al
178. l segments and choosing Print Segments let you choose the starting and ending segments to print 313 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 314 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 Printed Plan Properties Show Photos Show Peg Items Show Shelf Items Show Boxes in Color Show Ruler Top Start at Shelf No Print Sections Print All Sections Print Sections Top 1 width 50 Left 1 Height 50 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
179. l 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 336 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 337 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
180. l 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 e Select the default printer or specify a different printer e Select the appropriate paper size e 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 341 Print Planogram Hot Button Print Menu Reports Print Planogram or Print Shelving Schematic Keyboard Shortcut lt Ctrl P gt Executing one of the above will open the Print Plan dialogue box with all print options as shown below amp Print Planogram Sub Heading Font Description Print Preview Print to Image f File Plan Type Orientation Shelving Portrait Create Web Products Landscape Page Resolution Graphics Options Advanced C Good Line Art plied Best Images Set Display Fields Print Segments fi A throws fs E Print Each Segment on Separate Page C Print Segments J Print Boxes in Color J Print ltem Text 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
181. 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 299 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
182. lly 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 144 4 Adding Products by Using Cut Copy Paste Another way to add products and or shelves is by using the standard Windows Cut Copy amp 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 lt Ctrl X gt 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
183. lor Grid Style Small Dot Large Dot Line C Cross M Show Grid 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 220 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 tur
184. ly Fill 2 Stack Fill 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 187 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 Field Used for RIP List JUPC Code Place By Products i e C Faces Cancel List of Products to Place 1 per line we a na Load Queue lt Save Queue x Clear Queue COOoOnNnocoo Scroll Dn gt End of Shelf Code Auto Fill V Use Auto Fill Fill 1st Horizontally Max Vertical Facings Fill 2nd Stack Max
185. ly 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
186. m 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 150 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 e amp Rotate Item x Axis Y Axis Z Axis Angle poo Angle 000 Angle 000 ka ko L M Add to Current Angle Cancel 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 ax
187. m the bottom up and can be added individually or in multiples Shelves should never be longer than the segment length defined in display setup at Add Shelf Shelf ID Add 1 Shelves gp Segment Number 1 Floating Shelf Length 48 Inches Color Height 16 Inches Set Default Depth 12 Inches Thickness 1 Inches Add to Library Shelf Angle 0 Degrees Hamove fom Distance from Bottom Inches Library Peg Area Height 0 Inches User Fields Name Manufacturer EEEH 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 rig
188. magnified product is 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 m M Self Fasi Snickers Stanley 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 at Preferences X Options Database Defaults Printing On Screen Product Selector Floor Plan Selector Products Field Name Heading i Aaa Item Type Typ 27 8 Category v Category Item Name Item Name Hide Product Selector Product Selector Hide Product Selector when not in use Docked Floating UnHide Distance less m ee more Picture Selector Picture Selector Display Field C Docked ItemName A e ang Cancel 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 OKR This field will be the one displayed in the Product Picture Selector Window Filtering the Item Selector Windows
189. mber 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 248 amp Auto Calc Sales Periods X This will automatically assign sales periods based on sales reporting periods and starting date Accounting Year 2008 Cancel Reporting Period Weekly X Nbr of Periods in Accounting Year 52 Accounting Year Start Date 1 1 08 Active Day of Weel Monday F Friday J Tuesday J Saturday Wednesday Sunday Thursday 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 amp Sales Periods Ey Accounting Year Get Sales Records OK Period Amount Period Nbr Accounting Year StartDate End Date Cancel 2008 124 2008 2008 127 2008 2008 1 14 2008 2008 1 21 2008 2008 1 28 2008 Auto Calc 2008 2 4 2008 2008 2 11 2008 2008 2 18 2008 2008 2 25 2008 2008 3 3 2008 2008 3 10 2008 2008 3 17 2008 3 23 2008 Add Period Remove Year ow 0 w DO F amp F w N b ot N Yov ll notice
190. med 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 174 amp RIP Queue UPC Code 4150990012 A OK fone per line 4150880012 Cancel Load Queue Save Queue Clear Queue HEEL End of Shelf Code WV Create Shelves Shelving Shelf Thickness Extra room Above Faces Shelf Depth Shelf ID 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 175 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 The
191. ment Spacing Upright L 0 00 1 48 00 Inches 0 00 Inches Inches Thickness nones Canoe 40 00 Inches 0 00 Inches Inches Upright Color Set Default 0 00 Inches 0 00 Inches l Inches 0 00 Inches 0 00 Inches j Inches Ea Change Color 0 00 Inches 0 00 Inches q Inches User Fields 0 00 Inches 0 00 Inches Inches 0 00 Inches 0 00 Inches l Inches 0 00 Inches 0 00 Inches i Inches 10 10 00 Inches 0 00 Inches Inches 2 z 4 5 10 00 Inches 0 00 Inches l Inches 6 7 8 3 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 y
192. 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 sho
193. mp Location Properties Location ID Merch Style Unit x m Product UPC Code 4850005000 Cancel ooo Edit SKU Code Products l Item Name Pineapple Juice User Fields Peg ID Peg Row Edit Peg Peg Column Properties Position Rotation Wide 4 High i Deep 3 Facings qe In Font C Side Y 57 011 In C Top Rotate to Any Angle 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 amp Product Information C Program Files Shelf Logic Enterprise Edition Samples Dairy MDB UPC Code 14850005000 ltem Name Pineapple Juice General UPC Code 4850005000 SKU Code ltem Code Po Vendor Code Vendor Name Dole ltem Name Pineapple Juice Desc Dole Pineapple Juice64o2 Category ue e E a a Sub Category Orange Juice Item Color Sub Sub Category User Fields Brand Dole Strategic Role x Category Role zl Lifecycle Stage 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 amp User Fields X Label User Desc 1 User Desc 2 User Desc 3 User Desc 4 User Desc 5 User Desc 6 User Desc
194. n 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
195. n 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 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 hor
196. n 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 Sales Color Key K Cost vs Retail Price _ Retail Price gt 5 00 C Cost lt 5 00 i Retail Price gt 5 00 E Cost gt 5 00 E Retail Price lt 5 00 E Cost lt 5 00 fl Retail Price lt 5 00 W Cost gt 5 00 Stop Report With descriptions as shown below 271 Visual Report Properties Cost vs Retail x Visual Sales Report Field Name Midpoint Field 1 Retail Price gt 5 00 C co RY color _ i Description Field gt Field gt Description Field 2 Cost zlf2so High Price Low Cost Field2 lt Field2 gt High Price High Cost Description Field lt Field1 lt Description Low Price Low Cost Field2 lt Field2 gt Low Price High Cost E coo Title Cost vs Retail Price Load Report Save Report Clear Report Sales Range There will be 4 description lines as shown below Not the 8 default description lines shown above Cost vs Retail Price C High Price Low Cost BB High Price High Cost E Low Price Low Cost E Low
197. n the grid on or off from the Grid Setup and the Display Setup dialogue boxes 221 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 222 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 at Snap To V Snap to Shelf pope eesosessosceosocoosossssoo V Snap to Guidelines I7 Snap to Standards Cancel M Snap to Peg Holes 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
198. n 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 amp Plan Properties X Plan Name OK Plan Title Plan Subtitle Cancel Plan Description Created By 1 Created By 2 oo Eff Start Date Eff End Date Customer Name Customer Dept Class Price List Name z Store to use for Sales l Report on Sales for This Planogram Only User Fields 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 amp Plan Setup X OK m Segment Spacing Upright s 0 00 1 4800 Inches 11 000 Inches 21 000 Inches Thickness iene Cancel 0 00 Inches 12 10 00 Inches 22 0 00 Inches Set Default Upright Color 0 00 Inches 13 0 00 Inches 23 10 00 Inches 0 00 Inches 14 10 00 Inches 24 0 00 Inches hl Change Color 0 00 Inches 16 0 00 Inches 26 0 00 Inches User Fields 0 00 Inches 17 0 00 Inches 27 0 00 Inches 0 00 Inches 18 0 00 Inches 28 0 00 Inches 0 00 Inches 19 0 00 Inches 29 0 00 Inches 10 0 00 Inches 20 0 00 Inches 30 0 00 Inches 2 3 4 5 0 00 Inches 15 0 00 Inches 25 0 00 Inches 6 zy 8 g 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
199. n 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 251 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 o
200. 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 339 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 340 Print Options Printer Setup Menu File Printer Setup Upon executing the above command the Printer Setup dialogue box will open Each printer mode
201. name for the layer When entered it will show up in the Layer Manager as shown below Select Layer Delete Layer New Layer Rename Layer Add to Layer Save Layer Take from Layer _ Load Layer Select Layer Delete Layer New Layer Rename Layer ___J Add to Layer Save Layer Take from Layer _ Load Layer 203 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 at SHELF LOGIC ENTERPRISE EDITION English c program files shelf logic enterprise edition samples demo plan dairy pnr Sex i Eile Edit View Face Floor Fixture Tools Sales Reports Window Help IDLE HLA a EE in oa oe 1 EA Bo Aste setup F Daae Report writer g i S OS Do ieh fal SS VA iit choose Plans i et x OF jae om BBP ER BOY Pegen QQ t25 Be daa ea iO bed 25 88 al l Rb oS Export Plan p Bt A pace Aion ginl E MA bo ce ET ATN Er Berea Frere aa ee ee aal me es Dur First Layer Select Layer ___ Delete Layer nui E New Layer ___ Rename Layer J Add to Layer Save Layer Take from Layer Load Layer tae eased er et
202. nate Height Alternate Depth Number Currency Currency Currency Number Number Number Number Currency Currency Currency Number Number Number Yes Yes Yes Yes Yes Yes Yes Yes 12 12 12 12 12 12 12 12 12 12 12 12 12 12 38 in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The number of individual products in a Case Enter the wholesale price of the Case item This field is used to calculate profit margins Do not enter dollar signs Enter the price that the Case item is sold for in dollars This is usually the wholesale price of the item Do not enter dollar signs Enter the suggested retail price of the Tray item in dollars This field is used to calculate profit margins Do not enter dollar signs The width of the Display item left to right in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The height of the Display item top to bottom in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The depth of the Display item front to back in inches Enter whole numbers or decimals 1 1 25 1 5 Do not enter fractions The number of individual products in a Display Enter the wholesale price of the Display item This field is used to calculate profit margins Do not enter dollar signs Enter the price that the Display item is
203. nd 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 to cancel printing and return to the main Shelf Logic screen Segment Headers and Footers Menu Reports Headers amp 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 at Segment Headers amp Footers Segment Header Section 1 Day OK O COE Figure 38 Segment Headers amp Footers 345 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
204. ns values and true falses will be mapped to the Shelf Logic user fields 77 Section 5 Exporting amp 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 Ex
205. ns and into the desired plan The Product List Selector Window is displayed below Item Selection Items Fixtures Category ltem Name Typ grocery Garelick Organic 275 grocery Garelick Organic M S grocery Honey Nut Cheerio S grocery LOL Butter 5 grocery LOL Unsalted Butte S grocery Reeses PB Pie grocery Snickers Pie hardware Small L amp G Rake hardware Stanley File hardware Stanley Handsaw S hardware Stanley Level 5 hardware Stanley Pipe Wrenc P hardware Stanley Saw Glide P hardware Stanley Wrench S housewares All Detergent 5 housewares Coca Cola Glass S4 5 housewares Glad Handle Tie S 5 N ON N aN pet Milkbone pen pet Scoop Away Litter S pet Tidy Cat Box Liners S v 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 Chang
206. ntation 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 301 Presentation Manager BAX Lock Lines 448 x 580 Object Properties Object Type isis Page Size 8 5 11 for Canon MP600 Printer Letter Letter Small Tabloid Ledger Legal Repeat Last Page Page Orientation Portrait C Landscape Page Nefi beh He E coe Preview Done Insert Pa Delete Pg ya ade 2 sit 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 302 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 Presentation Manager Lock Lines 448 x 580 Obje
207. ntrolled by Shelf Logic No entry is made by the user This field is controlled by Shelf Logic and will automatically display the date of the last change to this item The Face outline color The Face outline color The Pattern Number of the Face Enter the path location and filename of the image file to be associated with this item Clicking the browse button will allow you to select the file from the contents of your computer Enter the path location and filename of the image file to be associated with the Tray item Enter the path location and filename of the image file to be associated with the Case item Enter the path location and filename of the image file to be associated with the Display item Enter the path location and filename of the image file to be associated with the Alternate item Check desired transparent background color or click on the button to enter your own color The height in inches of the portion that shows when this item is stacked one inside the other Optional user defined field Optional user defined field Optional user defined field Optional user defined field Optional user defined field Yes if this item is measured in Metric units 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 amp Back Buttons
208. o 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 164 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
209. o 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
210. oint Field 1 aj Constant Coor a Coor C Average Description Field1 gt Fieldi gt Description Midpoint Field2 lt Field2 gt Field 2 Constant Description Fieldl lt Field1 lt Description C Average Field2 lt Field2 gt Midpoint Color Oo Color Title Load Report Save Report Clear Report 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 270 amp Visual Report Properties Field Name Midpoint Field 1 Retail Price 5 00 Constant L Color _ Color Average Description Field1 gt Fieldi gt Description Midpoint Field2 lt Field2 gt Field 2 Cost 5 00 Constant Description Fieldl lt Field1 lt Description C Average Field2 lt Field2 gt C Midpoint Color Color Title Cost vs Retail Price Load Report Save Report Clear Report Here we enter a constant 5 00 for each midpoint We can also indicate a
211. olor to each category amp Visual Report Properties Comparison Value Description v grocery v housewares For Description Field Use value to show the value in the Key Title Categorie 3 COCOCOC CS CS S S 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 Sales Color Key EF Categories Category grocery E Category housewares E Category baby Stop Report The Key is displayed on the right We ve used the outline option so we can see what the product looks like 274 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
212. 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 Save Plan File Save in Samples e a Demo Plan Dairy PNR Ee Demo Plan Freezer PNR My Recent gt Demo Plan Gondola PNR Documents Demo Plan GridWall PNR Cc Demo Plan Lamps with Risers PNR Demo Plan Pallet Rack PNR Desktop Demo Plan Slat Wall PNR gt Fixtures PNR cw l merch styles PNR RIP_Example PNR My Documents ol My Computer e File name Untitled we J My Network Save as type Enterprise Edition Plan files PNAR v Cancel Places 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 334 Opening an Existing Plan Hot Button Open Menu File Open Keyboard Shortcut lt Ctrl O gt 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
213. onstruction 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 This manual assumes that you are using a standard right handed mouse with the left button s
214. onth of 2008 It s the first 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 Accounting Year Get Sales Records OK Period Amot Period Nbr_ Accounting Start Date Cancel Monthly 1 2008 1 1 08 1 31 08 Add Period Remove Year Auto Cale 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 247 amp Auto Calc Sales Periods This will automatically assign sales periods based OK on sales reporting periods and starting date Accounting Year Cancel Reporting Period y Nbr of Periods in Accounting Year Accounting Year Start Date Active Day of Week Monday M Friday Tuesday M Saturda M Wednesday M Sunday M Thursday 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 nu
215. 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 218 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
216. ore 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 343 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
217. orizontal 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
218. ort Properties Visual Sales Report Threshold Analysis i 3 s l Quadrant Analysis General Compare Settings Field Name Description Divide Field Values Into J Evens For Description Field Use value to show the value in the Key Spectrum Use lt remove gt to remove line from Key Load Report Save Report Clear Report 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 amp Visual Report Properties Threshold Analysis Field Name Retail Price v to F Divide Field Values Into eve For Description Field Use value to show the value in the Key Use lt remove gt to remove line from Key Load Report Save Report Clear Report 263 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 amp Visual Report Properties Field Name Value Description Retail Price a to 111 50 o Divide Field Values Into 2 250 Eva 3 3 50 o 4 5 00 ia For Description Field 5110 00 a Use value
219. 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 amp 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
220. ou 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 amp Plan Setup X Database Name E Program Files Shelf Logic Enterprise Editions S amples D airy MDB Browse z Cna m Display Type Display Style Peg or Peg Shelf Vertical Slide Flat Display C 4Way Set Default f Shelf Horizontal Slatwall C 4 Way with Overlap C Grid Wall Overlap Amount a Background F Show Grid Preset Color oe Cd Gray 1 M Show Ruler Custom Color C E Change Color Measure from Use Image c ageFileName SSS Pena Bottom Up Here we ll create an 8 foot wide plan with 2 inch notch spacing amp Plan Setup X OK English in Metric cm Cancel Display Length Display Height fe Ft fo n 6 Ft jo In Merch Style kNo override gt x Sii Weit eee This overrides the Merch Style Settings Vertical distance between peg holes f Inches made in Product Info and sets the default Horizontal distance between peg holes f Inches Vertical Spacing between Notches 2 Inches Kickplate fo Inches Peg Hole Offset from Left Inches Default Peg Hook Length f 2 Inches Peg Hole Offset from
221. ou 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 Filter Ott Field Name Comparison Comparison Value OK Category v hardware Ga Tum Filter Off Save Filter Load Filter Show only photos 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 Filter Off Field Name Comparison Comparison Value Category X Cancel Category X Turm Filter Off Save Filter Load Filter IF Show only photos 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 th
222. ound 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 amp Add Background Fixture Fixture ID z New Fixture Fixture Color az Change Color Fixture Name Cancel FixtureT ype Fixture Spacing Save to Fixture C Peg Horizontal Slat wall Horizontal Spacing Inches Library Vertical Slide Grid Wall Vertical Spacing Inches Delete from Fixture Library Fixture Location Fixture Dimensions Position from Display Left Inches Fixture Width Inches Position from Display Top Inches Fixture Height Inches 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 h
223. ouping 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 ee ee Cray Figure 20 Drawing the Lasso 147 es selected 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 148 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 Th
224. out 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 lt gt and start with an equal sign lt CR gt is a carriage return lt PAGE gt is the current page number lt DATE gt is the current date lt TIME gt is the current time 304 Here s a text example Store 3132 lt CR gt Delivery System 3239 lt CR gt 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 lt CR gt Delivery System 3239 lt CR gt 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
225. 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 amp Color Selector Fill Color Change Color Outline Color al Change Color Pattern BEN A 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
226. 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 205 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 Fixture Tools Sales Reports Window Help 5 7 Layer Manager s Sa 1 ARAIA E Select Layer ___J Delete Layer New Layer Rename Layer ___ Add to Layer Save Layer Take from Layer ___ Load Layer Dearie Renee aA 206 Deleting Layers Clicking the Delete Layer button will delete the selected layer In the example below we will select the 2 layer Notice that the faces for this layer are displayed in the small plan window on the left Our First Layer The Second Layer __ SelectLayer __ Delete Layer One More layer l New Layer ___ Rename Layer Add to Layer Save Layer Take from Layer _ Load Layer eae Select Layer Delete Layer L New Layer ___ Rename Layer Add to Layer ___ Save Layer Take from Layer _ Load Layer Renaming Layers You can rename a layer using the Rename Layer button First select the desired lay
227. 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 306 Presentation Manager I m X Lock Lines 448 x 580 Object Properties Plan Front View Object Type Plan Front View r Printed Plan Properties I Show Photos Show Key Numbers I Show Item Text I Show Boxes in Color Show Ruler I Show Dimensions Show Heading Print Sections Print All Sections C Print Sections J f Top 8 Width 431 Left 5 Height 242 m Page Size 8 5 11 for Canon MP600 Printer Letter Small Tabloid Ledger Legal Repeat Last Page m Page Orientation Portrait C Landscape Undo Lock Lines Line Line C ikine etre Line coy Pagen Add Add Duplicate Load Save preview Dore Lock Objects lt Obi Obi gt Pasie InsetPg DeletePg _Obiect _Line Object Layout Layout 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 307 Presentation Manager Hog m Lock Lines 448 x 580 Obj
228. r Off To turn off the filter select the filter option from the menu You will see a window like the figure below Filter On Field Name Comparison Comparison Value i Category X hardware face Tur Filter Off Save Filter Load Filter Show only photos 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 it
229. r TAU ita i shee la esas a esate E aea Tna 238 Scale Zoom and Scrolling Features cstscs oe ccccatricts ter ticudecssasiu sa aneadaarl acs wadeactiade waeslass 240 NOLES oieee eee E A EEE E E andes E OE E EE henna E E 242 Key Numbering edi Si a Sac Batt r il lh lt Ne lS cd a a odie le 245 SECTION 11 SALES ANALYSIS occ ccsocacecaavscet cccnstsessiecescecncatvassnecsbcusadeteachedeosccuededbcssyeuneect 246 ENTERING SALES INFORMA TION i iaceioc 30 Coa ccsceslenalassunctincespengtionata autos sezaua taba cuttey stosusnsaaterauenlees 246 Sales Periods ateen eeu red cael ce educa tas ad teed a E saint aad 246 Manually Entered Sales Data casaiaca rien tihsansansnuceteasasdiva tudes da ssasnaaiidennasaestsaltusei en anaaenkins 249 Importing Sales DOIG wie ertssccidadeatay Ventanas a ue teng Wada anand ete tedtad ele 252 Using Sales Daliri a peer iterate ce procter veer erenr prety etree cee renee en rte E R veneer ret 253 VISUAL SALES REPORTING 222202 ania ae A ae eee Gea Soi eee Gane 255 Configure Visual Sales Repotts noessssoesessssesssesesessseseessesoossoseesssseesssseressseeeessereosssseesssseees 255 Running A Visual Sales Report wivescocisspicaishcdeclingedeetnasiealatileviss a a a 257 Visual Sales Report Options irriaren aea a Ai t EEE E ETAT ANE E EA 260 SECTION 12 CATEGORY MANAGEMENT REPORTING eessoesssesssecssecesocesoossssesssee 275 CATEGORY IDENTIFICATION nni ini te Elle ie iE aiai EE Bae EEEE EE E 275 Configure Identification
230. r 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 wil
231. re s one inch of extra space above the tallest product amp RIP Queue UPC Code 4150880012 one per line 4159980012 End of Shelf Code Shelving Shelf Thickness fi Extra room Above Faces fi Fill Plan Cancel Load Queue Save Queue Clear Queue feed Ee Ez pea WV Create Shelves When run the RIP Processor fills the plan and adds the shelves as shown below 176 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 gt character that the program puts before the next item to be placed onto the plan from the Queue If the
232. re needed This fake UPC Code is called the End of Shelf Code amp RIP Queue UPC Code one per line Cancel Load Queue Save Queue Clear Queue J Fill Plan End of Shelf Code 100000000000 Create Shelves Zz 171 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 amp RIP Queue UPC Code 4150880012 0K one per line 4150880012 ae 1600027519 e 1600027519 100000000000 _Load Queue 1862783100 5 1862720001 _Save Queue lta
233. rea 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
234. ring 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 234 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 at Preferences eesesescesesesessesesosseseesessesseesesesesseseg eeseseeseseeceossesesesseseocesesceoeseseeeesese Default Database This is the database that s used when Shelf Logic is started C Program Files Shelf Logic Enterprise Edition S amples D airy MDB Browse Default Image Folder This is where images are stored In item maintenance when entering the image name and path if the path is omitted then this path is used Browse OK Cancel Figure 29
235. ross 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 amp Add Fixture Fixture ID New Fixture Cancel C Basket C Rod Pallet Fixture Type Chest C Hanging Bar Save to Fixture Library Fixture Name Part No ae Delete from Description Fixture Library Vendor rc ee Dept Fixture Color Ven Part No PO
236. rticular 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 143 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 manua
237. s Do not enter dollar signs Default Merchandising style 0 Units 1 Tray 2 Case 3 Display 4 Alternate The product s brand name The weight of a single item in ounces The unit of measure for the weight oz lb gram etc The peg hook type for this item This field is only available when the Peg Item Type is selected Enter the distance from the left edge of the package to the center of the peg hole Enter whole numbers or decimals i e 0 25 0 5 0 75 1 Do not enter fractions This field is only available when the Peg Item Type is selected Enter the distance from the top edge of the package to the center of the peg hole Enter whole numbers or decimals i e 0 25 0 5 0 75 1 Do not enter fractions Field Name Can Edit Field Label Last Sales ID Last Changed Outline Color Fill Color Pattern Image Name Tray Image Name Case Image Name Display Image Name Alternate Image Name Shape Number Shape Name Transparent Color Nest Amount User 1 User 2 User 3 User 4 User 5 Metric Brand Data Type Number Text Number Number Number Text Text Text Text Text Number Text Number Number Text Text Text Text Text Yes No Text REQUIR Max ED Chars No 8 8 No Yes 10 Yes 10 Yes 1 100 No No 100 No 100 100 No 100 No 100 No 12 No 12 No 50 No 50 No 50 No 50 No 50 Yes 1 No 50 Description No entry is made by the user This field is co
238. s not 12 181 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
239. s 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 at Product Report Heading Slat Wall Planogram f a Sub Heading Product Listing l Description You can place a message here Send Report To C Printer f Screen C IN Figure 34 Report Dialogue Box 297 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 e When printing to the screen the report will open in a separate window Use the lt Page Up gt and lt Page Down gt keys to scroll through multiple pages e 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 298 Standard Reports Schematic Listing This report
240. s i ce E a ed acted 45 BriehthesS auena i n a a A A O E r R saachanisudeniniuaatesasdudelaasiaussna esn 48 Contra See a A ATARA E E E A ne Sagi A aa aa a a 52 TRO AE E A E T A E A aa 53 NYIA AANI PREIE E EEE EE E T AAT E E RTE 54 SHAFPEN ooreet e a dial aE a t ea eea E Aaa e RE OE EA 55 Col r Balancer isenana en a E da a E R E E 56 NALE E A E A E AE A E A AE 58 COTATI oiriin Balas aS aS sen aa aN ak ie eae idle ca A E 59 ORATOR CDG AE ease badah a alin ae epg eaten ahaa os 0a we EA E 59 aA OAA A EEEE EE aslatea site teaidctase Vee N E EA 59 OK EARE EER AA E EATE R EO E EE R A O inci R 59 OA AA EE E EE A T E A E E A A AEE 59 MAINTAINING THE TEMS DATABASE ite segcctccs tense ete a heli oak cas teas oes Nets lea tage uns is eat 60 Editing the Product Information Lf OV ais ccscaciciaticawiaihsecalaa assole anvalad havi teiecs Gaius ences ads 60 Saving Changes to the Items TGtdDAS 6c cetaceans Ssieotandies sdadtecbsassacedocieeCansawedicaseeseatssasdan 60 Deleting an Item From the DIGGS 6 xi scine sede ch RBI ewes ee bale Daca RE cee teal onleheodasn 60 Update F rom Da tabase ic ciisieacassstacced upton tales apenas lisede napintas e EN 61 CUSTOMIZING YOUR DATABASE sosser cist ts tee ried eeina ee ieies and ae ht Melee eed ae i teat ad 62 The Default Items TIA AS asian cite a aoe lts eae Witty ltened as eh tesa sunatiadaustaneadsalsdesuid 62 WORKING WITH MULTIPLE DATABASES 2i 3ccce Je scies cession deep 3cdeeenddase tes uisecesaewdenagaenteecduceds 63 Cr
241. s option the products in the selected category are colored and the other products are also colored This setup is shown in the figure below amp Category Management Identity Identify a Category etc from the Item Selector and HiLite the Faces While Faces Not in the Category are colored a different color Faces in Category Faces Not in Category C Do Nothing C Do Nothing Display Face in Color Don t Display Face Color Entire Face Display Face in Color Outline Face _ Change Color i OK Cancel 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 283 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 cd Category hardware Sub Categor housewares pet Sub Sub Category Brand Category Role i Strategic Role Display All Faces Setup Lifecycle Stage In the Category List window above the categories are displayed When we click on the Categor
242. s 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 e Convert files between various formats e 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 e 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 e 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 ima
243. 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 157 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 amp Planogra BAX Segments Shelves Products Clicking on the plus sign before Segments will show you the length of each segment as shown in the figure below Shelves Products Change Fields Clicking on Shelves will display the dimensions length height and depth of all shelves as shown in the figure below 158 l Segments Shelf 1 w 48 in hi 12in d 12 in Shelf 2 w 48 in h 12in d 12in Shelf 3 w 48 in h 13in d 12 in Shelf 4 w 48 in h 14in d 12in Shelf 5 w 48 in h 12in d 12 in Shelf 6 w 12in h 16in d 12in Shelf 7 w 16 in h 14in d 12in Shelf 8 w 48 in h 12in d 12in Shelf 9 w 48in h 17in d 12in Shelf 10 w 48in h 14in d 12 in Products Change Fields The products portion will
244. se 1 I True False 11 I True False 2 I True False 3 I True False 4 I True False 5 J True False 6 True False 7 I True False 8 I True False 9 J True False 10 I True False 12 I True False 13 I True False 14 I True False 15 I True False 16 I True False 17 I True False 18 M True False 19 P True False 20 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 amp User Fields Fixture 24 Bar BEUTE fy Change Labels True False Options Option Label 1 M Option Label 3 C Option 1 C Option 1 Option 2 Option 2 Option 3 Option 3 Option 4 Option 4 Option 5 Option 5 Option Label 2 r Option Label 4 Option 1 C Option 1 Option 2 Option 2 Option 3 Option 3 Option 4 Option 4 Option 5 Option 5 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 amp User Fields Fixture 24 Bar TTC 4 Change Labels TwelFae Options Cancel m Option Label 1 ption Label 3 J ption 1 C Dption1 C Option 2 C Option 2 Option 3 Option 3 Option 4 Option 4 Option 5 Option 5 m Option Label 2 m Option Label 4 Option 1 Option 1 Option 2 Option 2 Option 3 C Option 3 Option 4 i Option 4 C Option 5 Option 5 Yo
245. se Edition Reports Product Listing RPT m Page Size 8 5 11 for Canon MP600 Printer Tabloid Ledger Legal Repeat Last Page m Page Orientation Portrait C Landscape Undo Lock Lines Line Line Copy __tock Lines i H Page Nbr x Add Add Duplicate Load Save preview felons oc Obj Obj Paste Insert Pa Delete Pa Object Line Ubize Layout Layout 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 332 i it e oe n mn w u am m H suni tet 4 coets Bss EJE LECTIE 8 CEE TEE J CEEC TEE E CETER mnalel Perel eer Peete H cesustdbiseats tl sacerdtaseste 6 9 e at 3 3 Ei 4 E z mimaumlil memana ee ee teenmanhea lt 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 3 333 Section 15 File Management Saving Plans Name and Save a New Plan Menu File Save Keyboard Shortcut lt Ctrl S gt 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
246. seecc de sct ies aicsa Meee Ae ae 301 Adding an Object to the Presentation R POrt cccccccccssccccesssccececssnsececsssseceenssueeeeeessaeeeeneas 303 Line Objects astmaan nn ia anaaa sid ear land aaa eile E N a 311 NCTC CTI ODO CUS eree ETE EE A aa igs A AT A ET A ERA 311 OD CELE OIE CS iiomo Braet oc a cha e A a e ee Naas a inca 312 Presentation Manager Commands siecssscdsdalaat dasaasseddvecsasivuadsiaiieebcatsvieseptecscatiscadseedscubant Gute 321 Saving A Presentation Repoti nseni iie eeen aa ia R ERa ia 326 Running a Presentation REPOM scsescccssicepisatan danas iee non tilaian ca aa eatin aes 326 FELIU OS aaa ccrad dons Sa tbatea a banca he tied Nouba atd odea da Baseband dudabtas souatansausesain aAa 327 SECTION 15 FILE MANAGEMENT seessessoesocssessossoossessossooesessoseoossosssesooesocssessossosssesssse 334 SAVING PLANS laenas n ea a aaah aa E E inte ESEE a a Rans 334 Name and Save a New Plat sicciecnecnreiaracan e ha alae aid as 334 Ope ing an Existing Plannin sirinin aiaiaaeo 335 Saving a Copy With a New Name noooennennnsesenssssesessseseesseseosssseessssreessseressseresssoseesssseessss 336 Closing Pl ne E E EEE E RRE EEA 336 Deleting a Plan sekisi nnee e EEE EE aE AES E EE E E RSE 336 Exiting Shelf Logic Enterprise Edition cli elle last cesta etal aii eaaltui ites Reidel lie 337 PERFORMING BACKUPS eaaa TA S ze E a E ATE R aS AE Saa STES 338 Automatic Fil Backup ene E a a ar eee 339 SECTION 16 PRUN TING wis
247. 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 153 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 fi
248. 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 211 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 mo
249. suming there are 2 or more faces in the plan 208 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
250. t Listing RPT Object Type m Page Size 8 5 x 11 for Canon MP600 Printer Letter Small Tabloid Ledger Legal Repeat Last Page m Page Orientation Portrait C Landscape Uno OCK migi L ic s tine tine gt co Page Nbr 2 x Add Add Load Save peiew Dore Lock Objects a lt Obj Obj gt E E Insert Pa Delete 7 Object Line Ubjec Layout Layout 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 330 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 331 Presentation Manager la I Oo leg m Lock Lines 448 x 580 Object Properties Report C Program Files Shelf Logic Enterprise Edition Reports Financial Analysis RPT Object Type Report C Program Files Shelf Logic Enterprise Edition Reports Space Analysis RPT Report C Program Files Shelf Logic Enterpri
251. t 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 lt Line button will select the previous
252. t 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 195 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 amp RIP3 Processor Field Used for List item Name v Horz Scroll Cancel List of products to place Side Merch Style Cap i Perrier With Lime za Load Queue Pellegrino Tropicana OJ Orange Juice Pineapple Juice Yoo Hoo Quaker Life Cinnamon Vive Cereal Hellmann s Mayonaise Sweet amp Salty Snack Bars Save Queue Defaulrs Space Between Placements Side Front 7 Horz Cap No Fixed Spacing Merch Style Unit Wert Cap No Variable Spacing For each product we have assigned the space allotted Since the plan we have has 48 inch shelves we should have the avail space total up to 48 inches for each group Above the 1 and 2 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 If the space given won t fit on the shelf it goes to the ne
253. tart 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 lt Left Arrow Turn plan to the left gt 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 225 Viewing Options Shelf Logic Enterprise Edition has several features to customize the way the main screen and plan is displayed The following feat
254. tegory Brand Category Role Strategic Role Lifecycle Stage Turn Off Identify Let s choose Category and we ll see all the categories colored as shown in the figure below Sales Color Key xi Category Baby o Category Housewares _ Category Grocery Dy Category Hardware E Category Pet ___StopRepot__ 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 295 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 Sales Color Key jac j I Erand Pampers i Brand Huggies _ Brand Glad a Brand Garelick farms al Brand Friendly s i Brand Cheerios Bl Brand Coca cola i Brand Lando lakes E Brand The first years ij Brand Stanley ml Brand All I Brand Tidy cat Brand Mikbone Stop Report 296 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 report
255. terprise 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 i Viewing Scale Scale 1 10 4 Cancel 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 240 Zoom In Zoom Out Menu View Zoom In View Zoom Out Keyboard Shortcut lt F8 Key gt Zooms In lt F7 Key gt 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 i
256. 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 249 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 Sales Period Accounting Year 2008 1 1 2008 1 7 2008 1 8 2008 1 14 2008 1 15 2008 1 21 2008 1 22 2008 1 28 2008 1 29 2008 2 4 2008 2 5 2008 2 11 2008 2 12 2008 2 18 2008 2 19 2008 2 25 2008 2 26 2008 3 3 2008 3 4 2008 3 10 2008 3 11 2008 3 17 2008 3 18 2008 3 24 2008 3 25 2008 3 31 2008 4 1 2008 4 7 2008 Click Each Sales Period to See Sales Data amp Product Information C Program Files Shelf Logic Enterprise Edition Samples Dairy MDB UPC Code 3000006080 ltem Name Quaker Life Cinnamon Net Sales Cost of Goods Sold Units Sold uif ooo ta o po Case Display Alternate Reset All Amounts in this Period to 0 Store Planogram Use This Planogram Browse for Plan We ve displayed the sales periods set up for the 2008 accounting year Back Fwd Save Cancel Delete Exit Item Color User Fields Then click on a sales period
257. 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 T
258. the words Group1 Group 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 Sales Color Key EJ o Retail Price to 5 59 E Retail Price to 10 39 P Retail Price to 15 19 K Retail Price to 19 99 BB Retail Price to 24 79 ___StopRepot_ 267 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 amp Visual Report Properties sampl
259. ti a tee E a eatea AE ed E E Aea E iE 154 PLEAN PROPERTIES ccettna pesas ain an RES eSEE SEa RES EESE 156 PEANOGRAM VIEWER ooreis trata 2 aca aa E Sirs tide ated e a E wats a OIEA 158 Changing Planogram Viewer Fields 0ss no0oonnooennnnneeeoseeeoossosoessssesssseresssereesseseessoseesssseeee 161 SECTION 7 LOOES ssxsssesheassvadssveviss cass suibenss sbashonsen busvensisensas sues supstiisbeisdebsstenstdusonasvansanievastuase 162 AUTOMATIC PLACEMENT FEATURES s2i 22 Jeoiedesssted ect iddeecinceed iddeccaeeapten ih sedans ameaacs eed ned 162 SMALLS NEL o gama stusaatseta its laa a a hga thc atdessinaen tena dudelt rhlsnedhaadalhetiniginttvasd dole E Aat 162 PRUE OC CUI CP ci ates oT teed ihc ia Seta Ui oud litadascina oda loa tae liege Ga suai deca a Ria 164 PAULO Staek Fill aneen ees alee aaah AE eka A E REA EREE 164 RAPID ITEM PLACEMENT srce to peones a abroad adore SaS a i niis e 165 Part 1 Adding Items to the RIP Queue onoennnnennenennnnneenesseseessssessssseressseresssereesssseesssseese 165 Part 2 Placing Items from the RIP Queue cscccksivsisasdicariecon i csrsaeideaaiiansiarieonnssimectens 168 Changing Items in the RIP Queue iciicisces Oran liceicsswiatecs teed dae sealed ad 177 RAPID ITEM PLACEMENT 2 ost cdech seovdecseesielesacs ameter eee Rie 180 THERE 2 SCVCOM EEEE T E AEE EI AE E E A A 180 Au t Fillore OR Oe a E E EE KEE ARE DONS RE erro mer 183 AAT asec lel atacand A eda at eda ied esac A 186 I ERONI DIANA E N E I
260. to select it and the sales data for that sales period will be displayed as shown in the figure below UPC Code 3000006080 m Sales Period Accounting Year 2008 View Periods 1 1 1 2008 1 7 2008 2 1 8 2008 1 14 2008 3 1 15 2008 1 21 2008 4 1 22 2008 1 28 2008 5 1 29 2008 2 4 2008 6 2 5 2008 2 11 2008 7 2 12 2008 2 18 2008 8 2 19 2008 2 25 2008 9 2 26 2008 3 3 2008 10 3 4 2008 3 10 2008 11 3 11 2008 3 17 2008 12 3 18 2008 3 24 2008 13 3 25 2008 3 31 2008 a 14 4 1 2008 4 7 2008 m Click Each Sales Period to See Sales Data amp Product Information C Program Files Shelf Logic Enterprise Edition Samples Dairy MDB ltem Name Quaker Life Cinnamon Net Sales Cost of Goods Sold Units Sold Unit 349 00 150 00 89 Tray sao sof o0 Case 0 00 sof O Display 0 00 saoj o0 Alternate tio Reset All Amounts in this Period to 0 Store Planogram Use This Planogram Browse for Plan 250 Back Fwd Save Cancel Delete Exit Item Color User Fields 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 informatio
261. to show the value in the Key Spectrum Use lt remove gt to remove line from Key Title rT Load Report Save Report Clear Report 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 lt remove gt 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 264 amp Visual Report Properties Visual Sales Report Threshold Analysis Group Analysis Quadrant Analysis General Compare Setins Field Name Description Retail Price
262. 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 315 Report Properties Report Properties MV Show Heading Maulti Column Report Column Nbr fo v Font Arial 8pt M Reduce Font to Fit Change Font Top 66 81 width 93 53 Left 3 13 Height 30 87 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 316 Category Management Report Properties Cat Mgmt Report Properties M Show Heading Grid Spacing C Auto Size Set Grid Spacing 0 Multi Column Report Column Nbr fo Top 6 21 Width 1 5 18 Left 81 61 Height 54 31 Show
263. ts 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 e Section spacing must be 88 inches total width of 96 inches minus upright total of 8 A 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 5 Plan Setup ax General Dimensions Segments Database Name Ic Program Files Shelf Logic Enterprise Edition S amples Dairy MDB Browse Ga Display Type Display Style C Peg or Peg Shelf i i Flat Display Set Default C Shelf i ak C 4Way with Overlap Background M Show Grid Preset Color IV Show Ruler Custom Color ch Measure from r Use Image Bottom Up 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 amp Plan Setup X ne Cancel English fin Metric cm Display Length Display Height
264. tton is clicked the Adjust Brightness Window is displayed as shown below 2 Co Deere terre beret teed 10 Zoom to Fit Zoom to Normal Darker Lighter Cancel 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 as o ee ee 10 Zoom to Fit Zoom to Normal Adjust fo Darker Lighter OK Cancel 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 4 o Peer eee e bere eer eeneee 10 Zoom to Fit Zoom to Normal Before Adjust fi25 af Darker Lighter OK Cancel 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
265. u 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 x I Cancel Selection 2 Selection 3 Selection 4 Selection 5 Selection 6 Selection 7 Selection 8 Selection 9 Selection 10 Selection 11 Selection 12 Selections Cancel Selection 1 Selection 2 eee a Selection 9 Selection 10 Selection 11 Selection 12 76 Enter each selection choice then press lt ENTER gt to go to the next line In the figure below we ve entered 7 selection choices amp User Fields X Selection 9 Selection 10 Selection 11 Selection 12 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 amp User Fields X Selection 1 Selection 2 Selection 3 Selection 4 Selection 5 Selection 6 Selection 7 Selection 8 Selection 9 Selection 10 Selection 11 Selection 12 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 descriptio
266. u can preview the report If you create an image from the report you will be asked for a name for the image file 326 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 Presentation Manager Lock Lines 448 x 580 Object Properties Object Type Plan Front View Plan Side View ol Plan Top View Report C Program Files Shelf Logic Enterprise Edition Reports Product Listing RPT Page Size 8 5 11 for Canon MP600 Printer Letter Letter Small Tabloid Ledger Legal 7 Repeat Last Page Page Orientation Portrait Landscape Undo Page Nefi fac qe to ES Preview Done Lock Objects lt Obj Obj gt Insert Pa Delete Pg pat she eal acto 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 327 amp Print Preview Close Cancel All Pages Plan in 3 Views toa ae ae SOUE EOR oe As E ap C a E a O a C eo E ee TOE am O ie OF a Product Listing 8 1 41800071365 Skinny Cow Fat F mta Milk 4 4 Font 3 032 3 82 327 B 2 77350060 Yoo Hoo Chocolats k 4 Fron 3 1048 3 82 319 8 3 4880008000 Dole Pineapple Juloe 0
267. u 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 D
268. uction 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 e 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 e PC compatible Windows 98 ME NT 2000 XP Vista Windows 7 Windows 8 e 20 MB available hard disk space 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 e A subfolder named Backup
269. un Clear Delete Load Save OK Cancel 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 287 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 b
270. 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 311 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 Plain Text Properties Justify C Left C Right Center Background Color Top 0 18 Width 96 66 Left 0 23 Height 3 45 Right 96 87 Bottom 13 620 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 ob
271. ures 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 226 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
272. urns 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
273. use 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 212 We ll select them The Increase Decrease amount is set to 1 4 inch so we just put a 1 2 inch gap between faces Let s click four more times to create a 1 inch gap ee 66 We can decrease the gap by pressing the time is pressed minus key The amount decreased is inch each oe 99 In this next figure we ll press the key three time for a inch decrease 213 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
274. ut 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 T 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 T 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 T 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
275. ve 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 167 Part 2 Placing It
276. w 1 Label L J Offset 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 34 inch high with a label offset of 1 inch This means the bottom of the label the yellow box is inch from the top of the peg hook the black dot in the blue box 140 Clip Strips Clip Strips are handled similar to nested item For the clip strip product you specify the distance between products on the strip as the nest amount This is entered in the Product Info window as shown in the figure below amp Product Information C Program Files Shelf Logic Enterprise Edition Samples Dairy MDB UPC Code 14850005000 ltem Name Pineapple Juice Dimensions Sales Pricing e ltem Type Unit of Measurement Merch Style Shef C Peg C Sign English in Metric cm Unit z Avg Sell p Width Height Depth Pack EffDate Avg Cost Price Avg Retail Unit 3 875 9 5 3 875 1 0 96 1 32 1 98 Cancel i Ttaf 155 95f 155f tel 1535 1848 27 72 Cae 155 i9 2325 48 4 08 58 08 87 12 _ Dte Display 11 625 a5 3ss 3 s288 2 5 94 Exit Item Color Peghole f Peghole1 Left jo Nest Amount E i Pegholel Top fo Weight fo v In a
277. we ve adjusted the color to remove the excess greens from the white area of the package and increased the blue color 56 5 Adjust Color Balance X 10 Zoom to Fit Zoom to Normal Before Adjust c a Cyan Red ff i Magenta Green maoo o Yellow Blue Cancel 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 amp Resize Image Current Size Width 180 Pixels Cancel Height 276 Pixels cence New Size Width Pixels Height Pixels V Preserve Aspect Ratio 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 togeth
278. will be created for storing backup files e A subfolder named DataFile will be created for planogram and database files e A subfolder named Images will be created for storing photo image files e A subfolder named Reports will be created for storing report files e A subfolder named Samples which contains a practice database and demo plan files e 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 e 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 amp Shelf Logic Trial Version This is a Trial Version of Shelf Logic Enterprise Edition It has no time limit but is limited to our database ou can enter up to 3 additional items to the database lf you have just purchased this program click the Register Program button below to register and turn this into a fully functional version Continue with Register Purchase 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 purchase
279. 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 256 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 amp Run Visual Sales Report Visual Sales Report Choose Visual Sales Report Threshold Analysis Group Analysis Cancel Quadrant Analysis General Compare Change Folder 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 257 Wb R epc Visual Sales Report Choose Visual Sales Report Retail Price to 5 Dollars 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 258 The products with a reta
280. wn 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
281. xt shelf For example if we gave the ae product 12 inches of space instead of 8 inches it wouldn t fit on the shelf and so would go onto the next shelf below If the 4 product was given less than 8 inches then the 5th product would attempt 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 196 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 197 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 amp Custom Keystrokes Assign Shortcut Keys Display All Shortcut Keys Menu Name File 7 Cancel rie Command E V tese O O ea lil CO 5 ExpottemDatabase SSS 6 EmatPan SSS 7 Impotitem Database SY 8 NewDatabase SY 3 NewFloaPan SS 10 NewPerogan SSS This window has all of the commands for each menu and lets you assign a key from A to Z to the menu command
282. y Role button we will see all of the Category Roles that exist on the plan as shown in the figure below ns Destination Driver Category Niche Occasional Seasonal Sub Categor Staple Sub Sub Category Brand Strategic Role J Display All Faces Setup Lifecycle Stage 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 284 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 ty baby Category grocery hardware Sub Categor housewares pet Sub Sub Category Brand Category Role Strategic Role M Display All Faces Setup Lifecycle Stage Setup Clicking this button will close this window and open up the Category Management window so you can change the configuration 285 286 Category Management Reports Configuring Category Reports The 2nd tab on the Category Management window is the Reports window as shown in the figure below amp Category Management Report Title Report Desc Group Field x Period Grouping T Specify Sales Data R
283. 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 pla

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