Catalogs

There are two main catalogs in GoPlanogram: the Products Catalog and the Fixtures Catalog. Both contain elements you may drag out onto the canvas to build your displays.

A catalog may be searched, filtered by data, account, and/or product assortment. The results may then be sorted, so you can work with only the elements you need.

The Products Catalog

Where all the elements your site admin(s) uploaded appear. They'll be in a tree hierarchy, assuming category / subcategory / subsubcategory data was provided by your site admin(s).

These elements will primarily be products, but they may also be Signs, Background Images, Custom Fixtures, or even Header Signs.

Hovering over a category will tell you how many subcategories it contains, as well as how many of each element type exists within them.

Hovering over an element will show you the element picture, type, and whatever additional information your site admin(s) decided on for catalog tooltips.

Right click -> Find in Plan will show you where a catalog item is in your current display, if it is in the display.

Elements may be dragged from the catalog to the canvas to build your display. They may be dragged one at a time, or you may hold the Ctrl key and select multiple individual elements to drag out a custom selection.

Alternatively, you may hold Shift and click two catalog elements. All elements between those two will be selected, and you may drag them all out to the canvas.

Or, if you prefer, entire catalog categories may be dragged out.

Additionally, any reusable product groups you have created, or public product groups others in your organization have created, will appear inside the Groups tree. These groups may be dragged out to the canvas just like products.

The Groups tree supports up to three layers of hierarchy. When an element is hovered, a tooltip showing a thumbnail of group contents, the group owner, and the number of group members will appear.

The Fixtures Catalog

The Fixtures Catalog contains two main sections: Default Fixtures and Saved Fixtures.

Default Fixtures include racks (and their subtypes), shelves, and tables, which may be dragged out to the canvas to place product upon. To edit the properties of a fixture, double click it in the canvas, or right click -> Properties. Read more about fixtures here.

The Saved Fixtures tree of the Fixtures Catalog contains any fixture groups you have created, or any public fixture groups created by other members of your organization. These are like product groups, but they are guaranteed to include at least one fixture (for example, a shelf with five products, or 4' of pegboard with a particular shelving arrangement).

Searching the Catalog

Typing in the search bar above the catalog filters out elements who do not meet the search term. For each catalog element, the term will be searched across:

Formatting Your Search

A simple search finds elements whose data contains the search words, regardless of order. For example, the search soda diet finds all elements with both "soda" and "diet" in their name, regardless of order.

An or search finds elements whose data contains either of the terms on both sides of the or keyword. For example, the search soda or diet finds all elements with "soda" or "diet" in their name.

A quoted search finds elements whose data contains exactly the quoted term. For example, the search "soda diet" finds only elements that exact term, in that order, in their name.

A compound search uses any of the above methods together. Compound searches are very powerful for finding exactly the catalog elements you're looking for. For example, the search "soda diet" or crush finds elements with the exact term "soda diet" in their name, or any elements whose name contains "crush".

The following features are not available in GoPlanogram Lite

Filters

If you have a GoPlanogram Pro subscription, you may use catalog filters.

Filters are dropdown menus that appear when you click the button to the right of the catalog search bar. When values are selected from these dropdowns, only catalog elements whose data matches all active filter criteria remain in the catalog.

You may choose to either hide unsupported elements, or cross out their names in the catalog. If you see the icon beside a filter dropdown, unsupported products will be crossed out. Clicking it will toggle to hiding products.

By default, a GoPlanogram site has two filters: Type and Category. Your site admin(s) may completely change what filters are available, based on your organization's unique needs.

Here's an example of filtering on Type: only elements of type BackgroundImage now appear in the catalog

Account

If you have a GoPlanogram Pro subscription, you will see a special filter labeled Account.

You may distribute your products via multiple distributors (“Accounts”) which may handle a subset of your products and have their own product numbers for your products.

If your site admin(s) provided account data, the special Account dropdown will populate with all accounts your organization works with (i.e. "Lowes", "Home Depot", etc...)

If you select an option from this dropdown, only products handled by that account will be available.

Note the icon beside the Account filter. The products in the Beverages category are not supported by the 7-11 Account, so they are crossed out.

Note the icon beside the Account filter. The products in the Beverages category are still not supported by the 7-11 Account, but now they are completely hidden.

Assortments

If you have a GoPlanogram Pro subscription, you will see a button beside the catalog search bar. This will allow you to upload a product Assortment.

Clicking that button will open the following dialog.

Here we're prompted to upload a CSV file with either ProductID's, UPC's, or AccountID's (the AccountID's option will only work if you have a currently active account). If we upload a CSV file with a list of three ProductID's, we'd see the following result:

The catalog is automatically filtered to show only the products in the uploaded assortment. Unchecking the checkbox will deactivate the filter. Clicking the trash can icon will clear the current assortment entirely. You can always upload a different assortment by clicking the button again.

Sorting

If you have a GoPlanogram Pro subscription, you may sort catalog contents by selecting an option from the Sort dropdown beneath the catalog search bar. If you do not see it, click the button to the right of the catalog search bar.

By default, sort options include: Name, Price, Cost, Profit, and Best Selling. However, your site admin(s) may change sort options to be anything your organization requires.

Sorted contents may be sort high to low or low to high, based on numeric or alphabetical order. Clicking the button beside the Sort dropdown will toggle ordering.

Below, the catalog's been filtered with a search term, and sorted various ways as examples.

Sorted by Name, low to high
Sorted by Name, high to low
Sorted by Best Selling, low to high. Note the color chip to the left of each element currently corresponds with BestSelling values, low to high.
Sorted by Best Selling, high to low. Note the color chip to the left of each element currently corresponds with BestSelling values, low to high.

Color Chips

If you have a GoPlanogram Pro subscription, you will notice a colored circle to the left of your catalog elements. This is known as a catalog color chip.

These are colored red to yellow to green, based on some data mapping, much like heatmaps. By default, these are colored based on catalog elements' BestSelling value, where low values are red, and high values are green.

You may change the data driving the color chips by clicking on the icon to the right of the catalog search bar, then choosing an option from the dropdown that appears.

The options in this dropdown are completely customizable, and can be changed at any time by your site admin(s).

A catalog category with the Best Selling, Low to High option active

The same catalog category with the Best Selling, High to Low option active