3120: Space Planning Level I

Lesson Objectives

This course provides an overview of the Space Planning solution that enables you to design effective planograms. It also explains the capabilities and benefits of Space Planning

Lesson Exercises

Not applicable

Lesson Objectives

This document gives a brief description about Space Planning object hierarchy and how they are related when building and modifying projects and planograms efficiently.

Lesson Exercises

Not applicable

Lesson Objectives

This document lists the key terms used in Space Planning

Lesson Exercises

Not applicable

Lesson Objectives

This document gives an overview of the different types of Space Planning version and its features

Lesson Exercises

Not applicable

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

Not applicable

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

• Creating a New Project
• Creating a New Planogram
• Editing Planogram Properties
• Using Can Select Manipulation Settings
• Splitting Planogram Segments
• Creating a Fixture—Shelf
• Moving, Copying and Pasting, or Multiplying Fixtures
• Project Warnings‭
• Creating a Fixture—Pegboard
• Saving the Project as a Flat File
• Saving 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

• Opening a Product Library
• Adding Products and Positions to a Planogram
• Allowing Floating Positions
• Changing the Selection Box Size
• Adding Positions to a Pegboard
• Changing Position Facings
• Mapping Product Images
• Changing Position Orientations
• Viewing Product Dimensions
• Changing the Position Merchandising Style
• Combining the Shelf Merchandisable Space
• Opening the Shelf Schematic Report Table 76

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

• Replicating Planograms
• Understanding the Merchandising Hierarchy
• Adding Merchandising Fields to a Property List
• Setting Multiple Object Merchandising Controls to Default
• Spreading Positions and Facings Evenly from Left to Right
• Adjusting Merchandising Heights
• Adjusting Fixtures
• Adjusting Max Number High

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

• Copying and Naming the Product Library Template
• Creating the Product Library in Space Planning
• Configuring the Product Library—General Tab
• Configuring the Product Library—Field Mapping Tab
• Saving the Product Library
• Opening Multiple Planograms into One Project
• Update a Product Library from the Project
• Configuring the Product Library—Visible and Sort Fields Tab
• Configuring the Product Library—Filter Tab
• Updating a Project from the Product Library
• Duplicating Products
• Swapping Positions
• Removing 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

• Creating a Sign
• Creating a New Fixture Library
• Adding Fixtures, Assemblies, and Planograms to a Fixture Library
• Editing Fixtures in a Fixture Library
• Saving a Fixture Library
• Add Fixtures, Assemblies, and Planograms from a Fixture Library
• Copying a Planogram
• Copying a Segment

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

• Creating a New Layout
• Splitting the Layout Page
• Specifying Layout Area Types and Properties
• Copying a Layout Page
• Printing Segment by Segment
• Adding a Table to a Layout Page
• Previewing a Layout
• Saving a Print Layout
• Printing a PDF
• Using the Save Picture Option

Lesson Objectives

Not applicable

Lesson Exercises

Not applicable

Lesson Objectives

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Lesson Exercises

Creating a Planogram

Lesson Objectives

Not applicable

Lesson Exercises

Merchandising a Planogram

Lesson Objectives

Not applicable

Lesson Exercises

Understanding Merchandising Controls

Lesson Objectives

Not applicable

Lesson Exercises

Creating a Product Library with Access

Lesson Objectives

Not applicable

Lesson Exercises

Creating a Fixture Library

Lesson Objectives

Not applicable

Lesson Exercises

Creating and Printing Layouts

Lesson Objectives

Not applicable

Lesson Exercises

Not applicable

Lesson Objectives

In this demonstration, you will learn how to create a project, planogram and fixtures in Space Planning

Lesson Exercises

Not applicable

Lesson Objectives

This document shows how to customize and configure the Space Planning ribbon

Lesson Exercises

Not applicable

Lesson Objectives

This document shows how to customize and configure the Planogram Explorer

Lesson Exercises

Not applicable

Lesson Objectives

In this demonstration, you will learn how to merchandise a planogram using product library

Lesson Exercises

Not applicable

Lesson Objectives

In this demonstration, you will learn how to create a product library using Excel

Lesson Exercises

Not applicable

Lesson Objectives

In this demonstration, you will learn how to create and explore a fixture library

Lesson Exercises

Not applicable