3120: Space Planning Level I v2019.1

Lesson Objectives

• Recognize the different products within the Category Management suite and where Space Planning fits in
• Describe the benefits of Space Planning
• Identify the features of different Space Planning versions
• Describe the Space Planning object hierarchies
• Recognize the different aspects of the Space Planning interface
• Describe the features of the different Planogram Explorer tabs
• Identify the different Help and Support options

Lesson Exercises

Overview of Interface

Lesson Objectives

• Explore working with project files
• Explore working with planograms and subplanograms
• Explore working with segments and fixtures
• Explore working with fixture location IDs
• Create a new project, planogram, fixture, and segments

Lesson Exercises

• Create a New Project
• Create a New Planogram
• Edit Planogram Properties
• Use Can Select Manipulation Settings
• Split Planogram Segments
• Turn on Notch Bars
• Use Description Fields
• Use Field Name Overrides
• Populate Dates Fields
• Create a Fixture - Shelf
• Move, Copy and Paste, or Multiply Fixtures
• Project Warnings
• Create a Fixture - Pegboard
• Use the Fixture Warnings Highlight
• Use the Fixture Property List
• Use the Fixture Location IDs
• Save the Project as a Flat File
• Save the Planograms to the CKB Database

Lesson Objectives

• Define the product library and list its features
• Explore methods to locate products in the product library
• Define positions and their properties
• Define manipulation settings and change facings and orientations for positions
• Define images and associate them with products and fixtures

Lesson Exercises

• Open a Product Library
• Add Products and Positions to the Planogram
• Allow Floating Positions
• Change the Selection Box Size
• Add Positions to a Pegboard
• Change Position Facings
• Map Product Images
• View Product Dimensions
• Change the Position Merchandising Style
• Combine the Shelf Merchandisable Space
• Configure a Property List (With Can Combine)
• Open the Shelf Schematic Report Table

Lesson Objectives

• Define the purpose of merchandising controls
• Define the merchandising hierarchy
• Attach a fixture (sign) to use merchandising controls
• Add merchandising controls to the fixture property list
• Perform merchandising tasks using merchandising controls
• Merchandise positions in the X, Y, and Z direction on a planogram
• Describe the merchandising styles for positions

Lesson Exercises

• Replicate Planograms
• Understand the Merchandising Hierarchy
• Add Merchandising Fields to a Property List
• Set multiple object Merchandising Controls to Default
• Spread Positions and Facings Evenly Left to Right
• Adjust Merchandising Heights
• Adjust Fixtures
• Adjust Max Number High
• Use Capping
• Use Nesting
• Open Multiple Planograms into One Project
• Merchandise Positions on a Display Shelf 1H, 1W, ID
• Manually Place Positions and Add a Text Box for Flex Space
• Merchandise Positions on a Pegboard
• Save Individual Files from a Multi-planogram Project
• Delete a Planogram from a Multi-planogram Project

Lesson Objectives

• List the files required for a product library to function appropriately
• Define the matching key for the product library
• Explore product library properties
• Create a product library
• Perform update operations on a product library
• Remove unused products from the project

Lesson Exercises

• Copy and Name the Product Library Template
• Create the Product Library in Space Planning
• Configure the Product Library - General tab
• Configure the Product Library - Field Mapping tab
• Save the Product Library
• Open Multiple Planograms into One Project
• Update a Product Library from the Project
• Configure the Product Library - Visible and Sort Fields tab
• Configure the Product Library - Filter tab
• Update a Project from the Product Library
• Duplicate Products
• Swap Positions
• Remove Unused Products

Lesson Objectives

• Describe what is a fixture library
• Describe the function of a fixture library
• Add fixtures, assemblies and planograms to the library
• Use fixtures from the library

Lesson Exercises

• Create a Rack (Assembly)
• Create a Sign
• Create a New Fixture Library
• Add Fixtures, Assemblies, and Planograms to a Fixture Library
• Edit Fixtures in a Fixture Library
• Save a Fixture Library
• Add Fixtures, Assemblies, and Planograms from a Fixture Library
• Copy a Planogram
• Copy a Segment
• Mirror Objects on a Planogram

Lesson Objectives

• Create a print layout
• Print by segment
• Save a layout
• Assign layouts to a planogram or project
• Create a PDF of the layout

Lesson Exercises

• Create a New Layout
• Split the Layout Page
• Specify Layout Area Types and Properties
• Copy a Layout Page
• Print Segment by Segment
• Add a Table to a Layout Page
• Preview a Layout
• Save a Print Layout
• Assign Layout Files
• Print a PDF
• Use Save Picture