3120: Space Planning Level I

Lesson Objectives

Understand the Space Planning Hierarchy

Lesson Exercises

Overview of Interface

Lesson Objectives

• Create a project object
• Create a new planogram
• Create new fixtures shelf and pegboard
• Copy, paste, and multiply objects
• Check for project warnings
• Save a project file

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

• Open an existing product library.
• Add products to a project
• Create positions
• Change position facings
• Change position orientation
• Change merchandising styles
• Map and display product images
• Utilize can combine options
• Save planogram changes

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

• Understand the merchandising hierarchy
• Use the merchandising X, Y, & Z controls
• Use a table to reset merchandising controls to default
• Understand capping and nesting

Lesson Exercises

• Create and configure a product library
• Update into a product library
• Update from a product library
• Duplicate products
• Swap positions
• Remove unused products

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

• Drag objects from the library to the planogram window or from planograms to the library
• Use the same fixture library for more than one project
• Have more than one fixture library open at the same time
• Assign a default library to be loaded when you click Open in the Fixture Libraries group on the Libraries ribbon

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 and save a print layout
• Print planograms segment by segment
• Print a table
• Create a PDF file

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