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2224: Planogram Generator Workshop

Purchase

Course Type

  • Instructor Led

Duration

  • 2 Days

Target Audience

  • EndUsers
  • SuperUser

Course Description

This course covers the features and functionality in JDA Planogram Generator that will help you maximize profitability for your company.

Course Notes

  • 14 Lessons

Lesson Details

Lesson 1: Introduction to Planogram Generator

Lesson Objectives

  • Planogram Generator Editions
  • Planogram Generation Process Overview
  • Benefits of Planogram Generator
  • How to Launch Planogram Generator in Space Planning
  • How to Add Planogram Generator to the Space Planning Toolbar
  • Overview of Planogram Generator tab functionality

Lesson Exercises

Not Applicable

Day 1 ILT
Lesson 2- Designate Template and Target Planograms

Lesson Objectives

  • An introduction to Template, Target, Auxiliary, and Revision Template planograms
  • How to designate Template and Target Planograms in Space Planning
  • How to select Template and Target Planograms in Planogram Generator

Lesson Exercises

Templates and Targets

Day 1 ILT
Lesson 3: Tagging

Lesson Objectives

  • Create Product Tags
  • Copy Tags
  • Delete Tags
  • Highlight Tagged Positions

Lesson Exercises

Tagging

Day 1 ILT
Lesson 4: Action List

Lesson Objectives

  • Understand the Action Lists tab
  • Add an action
  • Add an action comment
  • Add common actions
  • Access action properties
  • Filter an action
  • Sequence an action
  • Move an action
  • Add an action list
  • Copy an action or action list
  • Delete an action or action list

Lesson Exercises

Not Applicable

Day 1 ILT
Lesson 5: Action List- Settings Phase

Lesson Objectives

  • Create a Fixtures action
  • Mirror the target planogram
  • Filter to include or exclude fixtures
  • Define segment association
  • Adjust fixtures on planogram
  • Rename fixtures
  • Combine fixtures
  • Determine fixture linkage
  • Copy fixed signs

Lesson Exercises

Not Applicable

Day 1 ILT
Lesson 6: Action List- Fixtures Phase

Lesson Objectives

  • Create a Fixtures action
  • Mirror the target planogram
  • Filter to include or exclude fixtures
  • Define segment association
  • Adjust fixtures on planogram
  • Rename fixtures
  • Combine fixtures
  • Determine fixture linkage
  • Copy fixed signs

Lesson Exercises

Not Applicable

Day 1 ILT
Lesson 7: Action List- Products Phase

Lesson Objectives

  • Include and exclude products on a target planograms
  • Copy merchandised signs
  • Include flexible space

Lesson Exercises

Settings and Product Actions

Day 1 ILT
Lesson 8: Action List- Positions Phase

Lesson Objectives

  • Adjust position orientation
  • Drop duplicate positions
  • Group positions
  • Sort positions
  • Move positions
  • Split positions
  • Replicate positions
  • Merge positions
  • Set facing limits
  • Set merchandising styles
  • Allow depth stacking in chests
  • Define pegboard groups

Lesson Exercises

Not Applicable

Day 1 ILT
Lesson 9: Action List- Bands and Families Phase

Lesson Objectives

  • Define a band
  • Define multiple bands
  • Define product families
  • Define rack collections
  • Understand band options

Lesson Exercises

Not Applicable

Day 1 ILT
Lesson 10: Action List- Reduce to Fit Phase

Lesson Objectives

  • Drop added positions from the target planogram
  • Decrease units total and wide
  • Decrease inventory
  • Move products or product blocks to fit better on the target planogram
  • Split positions to other fixtures for a better fit

Lesson Exercises

Bands and Reduce to Fit

Day 1 ILT
Lesson 11: Action List- Fill Out Phase

Lesson Objectives

  • Add positions
  • Increase facings
  • Increase units
  • Increase units using Inventory options
  • Adjust orientation for better fit
  • Allow product or block motion on target planograms
  • Increase flex space

Lesson Exercises

Fill Out

Day 2 ILT
Lesson 12: Action List- Final Phase

Lesson Objectives

  • Duplicate positions to empty shelves
  • Increase facings
  • Add side caps
  • Set Placement of positions
  • Copy data to target planograms
  • Copy floating signs
  • Force approval

Lesson Exercises

Not Applicable

Day 2 ILT
Lesson 13: Preview Planograms

Lesson Objectives

  • Preview a planogram
  • Review the planogram generation results
  • Generate target planograms

Lesson Exercises

Not Applicable

Day 2 ILT
Lesson 14: CKB Data Manager and Planogram Generator

Lesson Objectives

  • Planogram Generator Enterprise Functions in Data Manager
  • Planogram Preparation
  • Planogram Administration
  • Planogram Status

Lesson Exercises

Planogram Generator in CKB

Day 2 ILT
Lesson 15: Auxiliary and Revision Templates

Lesson Objectives

  • Use auxiliary planograms
  • Understand anchor products
  • Use revision templates

Lesson Exercises

Auxiliary and Revision Templates

Day 2 ILT