Product Positions
A widgets Position is one or more facings of a product arranged in rows/columns. Generally they are placed on Fixtures, such as shelves Racks or crop_16_9 Shelves.
Positions are dragged, copied, cut, and pasted as discrete entities. They are newspaper Reported as a single row, get a single LocationID, and a single edit_note Label.
Positions can alternatively be moved via arrow keys. This moves selected Positions in the chosen direction 1 unit (or based on Rack grid, if on a Rack). Holding Ctrl will move the selection in that direction by 1/10" / 1mm.
With Positions selected, the Inspector also offers Snap Positions buttons. These push the selection as far as it will go in a chosen direction -- left, right, up, or down -- without overlapping anything, which is a quick way to close gaps that a fixture Layout is not handling for you.
Clicking Find in Catalogs from a Position's context menu will locate it in the receipt_long Catalog. Reload Images re-fetches the product images for the selected Positions, which is useful if an image was updated in the catalog after the Plan was opened.
A product dragged from the catalog creates a Position with 1 facing wide, high, and deep. If dropped onto a a fixture, FacingsDeep will be set to however many can fit on that fixture, known to GoPlanogram as Capacity.
Facings
To change the number of facings wide, high, or deep a position has, you may use the Inspector and adjust the relevant inputs, or select Position(s), then press 3 (add facing wide), 2 (add facing high), or 4 (add facing deep). Holding Alt when pressing those keys will remove a facing instead.
A Position's context menu also has Add Facing and Delete Facing submenus, which give finer control over which facing is added or removed -- including adding to the Left or Below the existing facings, and adding a Cap facing on top. Ungroup Facings breaks a multi-facing Position apart into one Position per facing.
By default, Positions are arranged with 0 spacing between facings. Adjusting the Spacing inputs in the Inspector, using a layout, or adding Position(s) to a Shelf with an auto-Alignment property will arrange its facing columns accordingly.
For example, if you perform a Row layout with 4" spacing on a multi-facing Position, the position's stacks will be arranged to have 4" of space between them.
Orientation and Rotation
Positions may be in Front, Side, or Top flip_camera_android Orientation. To change a product's orientation, right click on it, then select an option from the Orientation submenu, or select Position(s) and press 1 to cycle through orientations (Front → Side → Top).
Products may also be Rotated 90 or -90 degrees (turned on their side), regardless of current orientation. To rotate a product, right click on it, then choose an option from the Rotation submenu, or select Position(s) and press 5 to cycle through rotations (0° → 90° → 180° → -90°).
Merchandising Styles
An item may support multiple pallet Merchandising Styles -- useful when a product can be displayed in different ways, though the item for purchase is the same (this is not the same as selling a single vs. a 6-pack of soda, for example)
Depending on merchandising style, the same item may have different dimensions, images, or other properties.
Examples include:
- Tray / Carton / PDQ: When an item will be merchandised as it was shipped, in a bulk tray or carton
- Folded vs. Hanging Clothing
- Loose vs. Boxed Produce
To change a product's merchandising style, right click on it, then select Merchandising Style from the context menu. This will open a sub-menu containing all possible merchandising styles for that item
You can always get an item's merchandising style by querying the MerchStyle dynamic field.
By default you will only see one item in your assortment bin per SKU, even if that SKU has multiple merch styles. To see a separate assortment item for each merch style, you can enable Show All Merch Styles in your user settings:
If you are a catalog Admin and want to learn how to add merchandising styles for items, click here.
Nested Positions
Product positions may be Nested, such as bowls that stack into one another.
This nesting may occur from bottom to top, or top to bottom. Examples are below.
The direction and amount of overlap for each nested item is determined by the nest_y catalog data property. Site admins can learn more here.
Layered Positions
Layered dataset Groups allow for several Positions to share a location, arranging its Positions either Front to Back or Top to Bottom
Common examples include:
- Multiple items sharing the same peghook, such as differently sized gift bags (Front to Back)
- Different items stacked on top of each other (Top to Bottom)
To create a Layered Group, select the items you want to group, then right click and hover Group. In the submenu that appears, select the appropriate Layered Group type.
Alternatively, you can select the items to group, then use Shift + G (Front to Back) or Alt + G (Top to Bottom).
Layered Groups can be cascaded (layers) to view all their positions at once, via context menu or Inspector.
The Layered Position Inspector
Selecting any member of a Layered Group shows that group in the Inspector, one row per layer, in layer order. Lower layer values sit closer to the fixture: the bottom-most item of a Top to Bottom stack, or the deepest item of a Front to Back group. Clicking a row selects that Position in the plan.
Each row has:
- drag_indicator a grip. Drag the row to a new spot to change its layer. keyboard_arrow_up keyboard_arrow_down move it one layer at a time.
- the colored layer number
- a facings box, Facings High for a Top to Bottom stack, Facings Deep for a Front to Back group.
- manage_search Find in Assortment, which reveals the product in the Assortment Bin.
- Detach from Group, which leaves the Position on the fixture but no longer a member of the group.
- Delete, which removes the Position from the plan.
Above the rows:
- info Show Item Properties expands each row to list that product's properties, and edit Customize Item Property Display Options chooses which properties are listed.
- layers cascades or de-cascades the group.
- for a stack viewed from above, Show Stack Front Preview draws the stack as it looks from the front.
Below the header, the Inspector names the fixture the group sits on, with a info button for its properties. Pegged groups also name their hook, with an button to assign a different one.
Below is an example of a Front to Back Layered Group:
Below is an example of a Top to Bottom Layered Group:
This is just one way in which Groups can be used. For more information on Groups (including reusable Component groups), click here.
